Planning and Reporting Using a Subset of Resource Classes

Plan and report based on a subset of required resource classes. When projects don't use certain types of resources, you can optionally disable the Labor, Equipment, or Material Item resource class for planning and billing resource breakdown structures. When one of the resource classes is disabled, any transactions being incurred on such disabled resource class will be associated to the Financial Resource class. By disabling unused resource classes, the project planning is simplified to ensure efficient allocation of resources tailored to each business or project need.

Select Resource Classes While Defining Planning Resource Breakdown Structure

Planning Resources Disabled

Resource Classes Available When Defining Resource Combinations

The business benefit of this feature is simplified project planning, budgeting, and forecasting by allowing only those resources required based on your business or specific project needs.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

The Financial Resources resource class cannot be disabled.
Resource Classes can be disabled until the Planning Resource Breakdown Structure has been assigned to a Project or Template.
Once you disable the resource classes, you can't enable them again.
For a project-specific resource breakdown structure, you can disable resource classes or individual resources at the project level.
The following resource formats are disabled when the Labor resource class is disabled.
- Named Person
- Job
- Project Role
- System Person Type
The following resource format is disabled when the Equipment resource class is disabled.
- Project Nonlabor Resource
The following resource formats are disabled when the Material resource class is disabled.
- Inventory Item
- Item Category

Key Resources

Based on Idea 559531 from the Project Management Idea Lab on Oracle Cloud Customer Connect.

Access Requirements

No new access requirements.