6Sales Resources

This chapter contains the following:

Managing resources involves viewing and modifying a resource's profile, organization membership, role assignment, skills, additional contact information, and salesperson information.

All the resources within the deploying company can view any resource's profile. However, only the administrator can modify a resource's profile, organization and team membership, and role assignment. Managers can modify the skill information of their direct and indirect reports. However, resources can only modify their own profiles, skills, and additional contact information.

Manage Resource Profiles

Resource profile management involves managing a user's profile, including the resource's core skills, photo, time zone, additional contact information, and so on. As part of managing a resource's profile, the administrator specifies the dates between which the resource is available to the organization. The administrator also ensures that role assigned to the resource is within the period mentioned in the profile.

Manage Organization Membership

At any point in time, a resource belongs to an organization, and the administrator can assign this resource to any other organization within the deploying company.

Manage Resource Role Assignment

An administrator or an organization manager can assign or modify resource roles within an organization, with one role assigned to a resource at a time. However, administrators can also assign multiple roles to resources outside an organization.

Note:
  • The dates of the resource role assignment must be within the date range during which the resource is active in the deploying organization.

  • An organization can have only one manager.

Configure Extensible Resource Pickers

Administrators can configure extensible resource pickers that let sales users search and associate users with business objects relevant to their business flows. For more information about configuring the resource search, see the related topics.

You can use the Resource Directory to view all the resources within your organization. You can also use the Resource Directory to find and communicate with other resources, and to network and collaborate with them.

You can access the Resource Directory using the following path: Navigator > Resource Directory. You can also perform some of the functions of the resource directory using the Manage Resources setup task.

You use the Resource Directory to perform the following tasks:

  • View and modify your profile

  • View your organization information

  • View information related to other organizations

  • View the profiles of other resources

  • Communicate with other resources

Note: You can set the profile option HZ_RESOURCE_ALLOW_CUSTOMIZATION to Yes to enable desktop pages for Resource Directory in Application Composer. The default value of this profile option is No.

If you have an employee user who needs to be a sales resource, make that user a resource using these steps:

  1. Navigate to the Resource Directory.

  2. Click Identify Resources in the Tasks region.

  3. On the Identify Resources page, fill in the Person Name or Registry ID. You don't need to enter the complete name. The application automatically searches for any characters entered, even if it's only a single character.

  4. Select Employee as the Usage and click Search.

  5. Select the employee and click Add as Resource.

  6. Click OK on the confirmation message.

    The employee is now also a sales resource.

  7. On the Add Resource Information page, in the Resource Details section, specify dates for the resource.

  8. Select the Organization and the Role that you want to assign to the resource.

  9. Optionally, in the Sales Person Information section, specify additional information about the resource.

  10. Click Save and Close.

How to Enable the Skill and Qualification Tabs on Resource Pages

You can use the Skills and Qualifications tabs in the resource page to record the skills and qualifications of a resource. By default, the Skills and Qualifications tabs aren't displayed in the resource pages. To display the tabs, you must set the profile value of the Resource Detail Page Enabled (ORA_HZ_RES_ENABLE_SKILLS) profile option to Yes.

Here's how you set the profile option and then view the tabs:

  1. In the Setup and Maintenance work area, go to the following:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Administrator Profile Values

  2. Search ORA_HZ_RES_ENABLE_SKILLS profile option code.

  3. Change the Profile Value to Yes.

  4. Click Save and Close.

  5. Click Navigator > Resource Directory.

  6. Select a resource and click Actions > View Resource Details.

    The Skills and Qualifications tabs are enabled.

This example illustrates the various contexts in which you can update your skills and qualifications in Oracle Resource Management.

You can add a wide range of skills and qualifications into Oracle Resource Management. For the sake of convenience, let's categorize these into core skills, achievements, and mandatory requirements.

Each of these skills must be used in specific contexts as described in the following scenarios.

Update Core Skills

Skills that reflect your key abilities are categorized under the Core Skills head, such as competencies, degrees, languages, licenses and certifications, skills, and problem codes.

  • Use the Competencies option to record your key abilities as a resource. For instance, if you have the ability to quickly internalize and analyze complex information, list it here.

  • Use the Degrees option to record your educational degrees.

  • Use the Languages option to record your proficiency with the various languages you know.

  • Use the Licenses and Certifications option to record any educational licenses and certifications you may have received. For instance, if you have a Six Sigma certification, list it here.

  • Use the Skills option to list out any specific software or engineering skills you may have. You can search for these skills by category, product, platform, or component.

  • Use the Problem Codes option to record your ability to manage and remedy specific service-related problems that may arise within your company. For instance, if you're skilled at troubleshooting hardware issues, list it here.

Update Achievements

Skills that reflect your key achievements and uncommon abilities are categorized under the achievements head, such as accomplishments, honors, awards.

  • Use the Accomplishments option to record any major task you completed that reflects your abilities as an individual. For instance, if you completed a rather difficult task in a short deadline, list it here.

  • Use the Honors and Awards option to record any special honors or awards you may have received. For instance, if you were the recipient of a certificate of merit award, list it here.

Update Mandatory Requirements

Skills that capture the mandatory requirements, which you have met for your employment, are categorized under the mandatory requirements head. Thus, job requirements and work requirements are part of mandatory requirements.

  • Use the Job Requirements option to update all job requirements you have met. For instance, many companies require you to take a medical test before you join. If you took such a test before you joined the company, list it here.

  • Many roles have specific requirements that employees must fulfill before these roles can be assigned to them. Such requirements can be listed out under the Work Requirements head. For instance, if you're willing to travel overseas on duty, list it here.

Resource Roles

About Resource Role Assignment

Resource role assignment is the task of assigning roles to active resources within the deploying company. These roles are previously set up, and have associated security privileges. Thus, when you assign a specific role to resources, they automatically receive access to specific business functions within the company.

A resource can only have one role associated to organization membership and additionally can be assigned more individual resource roles. A resource can be part of any one organization at any given point of time during active resource assignment range (start date and end date).

A resource role, such as salesperson, denotes the function of a resource in an enterprise. Oracle Applications Cloud comes with some predefined resource roles. You may either use these predefined, out of the box resource roles, or you may use the Manage Resource Roles task in the Setup and Maintenance work area to create additional resource roles or to modify predefined resource roles. Note that you must map these newly created resource roles to one or more job roles and abstract roles before you can use them. Access to business data and privileges to run business flows comes through job roles and abstract roles.

Use Role Tags While Defining Resource Roles

You can set several tags while defining resource roles. Use these tags along with the organization hierarchy information to define the reporting hierarchy of resources.

  • Use the Manager tag to define a role as a supervisor role. You must assign a resource organization to a manager resource, who will have visibility into all opportunities assigned to the members of that resource organization.

  • Use the Member tag to make a role a subordinate role in the resource hierarchy.

  • Use the Administrator or Lead tag to indicate the nature of the tasks that resources who are assigned these roles perform within the hierarchy.

Additionally, you can use these tags along with the resource organization hierarchy information to maintain manager-to-manager relationships within the organization. For example, Resource A is a manager who heads a sales organization and Resource B heads his own sales organization. Then, both Resource A and Resource B report into Resource C, the Sales Vice President. Similarly, you can create resource organizations and manager resources, and relate managers to higher-level managers, building the resource organization and reporting hierarchies of the company.

Assign Resource Role Types

Resource role types organize roles into logical groups. This simplifies role assignment and assignment tracking. For example, the Partner resource role type defines a set of partner-specific roles, such as partner sales representative and partner sales manager. Use the Sales resource role type and the Marketing resource role type to categorize the appropriate sales and marketing roles for internal employees or contingent worker resources.

This topic explains role provisioning, and the difference between resource roles and job roles.

Role provisioning automates the provisioning and deprovisioning of roles, based on resource role assignment. You use job roles to provide access privileges. You can use Setup and Maintenance, Manage HCM Role Provisioning Rules task to map the job roles to the resource roles. Associating a resource role to a user enables the user to access the tasks and data based on the job roles assigned to the resource role.

Difference between Resource Roles and Job Roles

Resource roles are used to filter resources, generate reporting hierarchies, and define security policies. A resource role may be assigned to a resource without a user account, while a job role can only be provisioned to a resource who has a user account. Job roles are used to define the security privileges for a user account.

A Human Capital Management (HCM) job indicates the designation of a person in the deploying company. A job-to-role mapping associates HCM jobs with specific resource roles. You can establish job mapping for a resource role in Setup and Maintenance, Manage Resource Roles task. This mapping simplifies the task of assigning resource roles to new employees or contingent workers, resulting in time and cost efficiency.

For example, an employee joins the Sales department as a sales representative and the employee's job is already mapped to the Salesperson resource role. In this case, the employee is automatically converted to a resource and is assigned the mapped resource role. Thus, you can place new employees faster in organizational and reporting hierarchies.

Here's how to map HCM jobs and roles:

  1. Verify that the HZ_AUTOMATE_RESOURCE_CREATION profile option is set to Yes.

    1. In the Setup and Maintenance work area, go to the following:

      • Offering: Sales

      • Functional Area: Sales Foundation

      • Task: Manage Administrator Profile Values

    2. Search HZ_AUTOMATE_RESOURCE_CREATION and ensure that it's profile value is set to Yes.

  2. Define HCM jobs and their structures, as required. For more information about defining jobs, see Related Topics section. You can also map existing jobs.

  3. Map the HCM jobs to their roles.

    1. In the Setup and Maintenance work area, go to the following:

      • Offering: Customer Data Management

      • Functional Area: Resources

      • Task: Manage Resource Roles

    2. You can create a role with the required details by clicking Actions > Create or edit an existing role by clicking Actions > Edit.

    3. Scroll down to Job Mapping and click Actions > Add Row.

    4. Search the HCM jobs defined in Step 2 in the Job column.

    5. Click Save and Close.

Every resource in the deploying company has start and end dates for a specific activity. When you assign resources to organizations, you must ensure that their date of assignment is within the employment date range.

Resource Active Dates and Resource Assignment

When you identify internal or partner employees as resources, you can specify the time for which they're active within the organization. By default, the date you identify a resource becomes the start date, but there is no end date listed. Thus, an identified resource is active from the day of activation and you can assign the resource to any organization for an infinite period. A resource can be part of any one organization at any given point of time during active resource assignment range (start date and end date).

Resource Skills and Resource Assignment

To get the best out of resources, you may define their skills relevant to the organization within which you deployed them. Determine whether a resource's skill set matches the requirements of an organization. Then, deploy the resource as appropriate for a period of time that falls within the active dates specified for the concerned resource.

Overview of Resource Roles, Job Roles, and Abstract Roles

A resource role, such as salesperson, denotes the function of a resource in a resource organization. Job roles and abstract roles provide users access to business data and privileges to run business flows.

Oracle follows the industry standard Role Based Access Control approach to security. In Oracle Applications, the privileges are bundled in:

  • Job roles, such as Sales Representative, which correspond to the jobs that the person is doing in your organization.

  • Abstract roles, such as Employee or Contingent Worker, which permit users to carry on tasks that are common to all employees or resources.

For example, the Sales Manager job role makes it possible for a user to perform all of the sales manager duties, such as reviewing sales team performance and approving forecasts. The Employee abstract role adds the ability to access reports and manage personal profile information. The Resource abstract role makes it possible for a user to be assigned as a sales resource to accounts and opportunities.

When you create a user as an employee with the Sales Manager resource role provided by Oracle, as shown in the following figure, the application automatically provisions the Sales Manager job role and the Resource abstract role. Because you're creating the user as an employee, the application also provisions the Employee abstract role.

Role provisioning for a sales manager

Resource Organizations

You can assign organization usage information to resource organizations to classify them based on how you want to use them. For instance, you can assign the Sales Organization usage to resource organizations engaged in sales activities. This enables you to sort organizations based on their usage, simplifying your task of working with them.

This topic explains how resource roles and resource organizations work together.

A single resource can belong to only one resource organization and be associated with only a single resource role, during a given period. The organizations and organization hierarchies that a resource belongs to determine the reporting relationships for that resource.

Resource Roles

A resource role, such as salesperson or sales manager, denotes the function of a resource in an enterprise from the perspective of the deploying company. A resource role not only describes who a resource is in the enterprise, but also specifies the role a resource performs within the context of an organization or team. A resource can have only one role in a resource organization during a given period.

Note: You can assign only one role to a resource at a time.

Resource Organizations

A resource organization represents the internal organization and structure of the deploying company. Resource organizations are hierarchically structured, and the organization hierarchy helps to derive the reporting relationships. A resource can be a part of different organizations within the deploying company, and can have separate roles in each.

A resource can belong to only a single resource organization during a given period. For each organization, you can assign different resource roles to a resource. When you assign a resource to one resource organization, the organization becomes the primary organization for the resource for a specific usage.

A resource organization becomes a primary resource organization by usage for a resource, if it meets the following criteria:

  • Resource must be a member of the concerned organization.

  • Resource organization must be classified as an organization with the specific usage.

For example, if you classify the resource organization as a marketing organization by usage, then the resource organization becomes the primary resource organization for the resource for marketing.

When you assign a resource to an organization, you must also specify the role the resource is required to play in the organization. This helps ensure clarity on the tasks that you can assign to a resource and helps define where the resource is situated within the organization's hierarchy.

Note: An organization can have only one manager. A resource can have only one role in a resource organization during a given period.

You can associate resource organizations with multiple business units. The first business unit that you associate with a resource organization is automatically listed as the primary unit. Associating resource organizations with business units helps you to view the relevant transactional details associated with the resource, such as opportunities, leads, and so on. By associating resource organizations with business units, you can also control access to contracts that are based on business units.

Users are associated with a business unit through their resource organization membership. Resource organizations are mapped to one or more business units. When a sales user is created, the user is assigned to a resource organization, and gains access to each business unit that's mapped to the resource organization. For example, users can access relevant transactional data associated with their primary business unit, but might also have access to relevant transactional data in other business units through their resource organization.

For more information about data access and business units, see the topics in the Securing CX Sales and B2B Service guide.

You can associate a resource organization with multiple business units from the Resource Directory. For more information, see the Associate Resource Organizations with Multiple Business Units topic.

By associating resource organizations with business units, you can control access to the transactional data available to sales resources in business objects like opportunities and leads.

Here's how to associate resource organizations with multiple business units:

  1. In Setup and Maintenance go to:

    • Offering: Sales

    • Functional Area: Users and Security

    • Task: Manage Resource Organization Members

  2. In the Manage Resource Organization Members page, search for and select the resource organization that you want to associate with a business unit.

  3. In the Organization page, click the Business Units tab.

  4. In the table, click the add row icon.

  5. Select a business unit from the Business Unit list.

  6. Click Save. The first business unit you selected is set as the primary business unit.

  7. Similarly, select additional business units from the Business Unit drop-down list.

  8. Click Save and Close.

This example describes how you can add a sales organization to a sales organization hierarchy.

As new sales organizations are created within your company, you need to add these organizations to your company's sales organization hierarchy.

Creating a New Version

  1. Navigate to the View Organization Hierarchies UI page as follows: Navigator > Resource Directory > Tasks > View Organization Hierarchies.

  2. Search and select the sales organization hierarchy you want to edit.

  3. Click the Action menu. If you want to add the new organization to the sales organization hierarchy with immediate effect, select the Edit This Hierarchy Version option. If you want the new organization to display in the organization hierarchy only after a specific date, then select the Create Hierarchy Version option. If you choose the latter option, then you must specify the date from which the new version of the sales organization hierarchy must be active.

Adding a New Organization to the Sales Organization Hierarchy
  1. Navigate to the View Organization Hierarchies UI page as follows: Navigator > Resource Directory > Tasks > View Organization Hierarchies.

  2. Search and select the sales organization hierarchy to which you want to add a new organization.

  3. On the Action menu, click either Edit This Hierarchy Version option or Create Hierarchy Version option.

  4. In the Create or Edit Organization Hierarchy Version page, select the node in the sales organization hierarchy where you want to add the new sales organization and click the Add button.

  5. Search and select the new sales organization in the Add Tree Node screen. This adds the new organization to the sales organization hierarchy.

  6. Select the new organization in the hierarchy, and drag and drop it to the node where you want to place it. The organization appears in the location you specified within the selected sales organization hierarchy.

  7. Click Save and Close.

This example demonstrates how to create a resource organization with sales usage.

There are two options to create resource organizations with sales usage:

  • Create an organization from an existing department

  • Create a new organization

Creating an Organization from an Existing Department

You must create an organization with sales usage from an existing department if the concerned department must be reused as a sales organization. Use the following steps:

  1. Navigate to the Manage Internal Resource Organizations UI page as follows: Navigator > My Enterprise > Setup and Maintenance > Tasks > Search > Search for Manage Internal Resource Organizations.

  2. You can either search for the organization whose usage you want to modify or click the Create button, select the Create from Existing Department option and specify the name of the organization in the Create Organization: Select Creation Method screen and click Next.

  3. Click Actions > Add Row.

  4. Specify Sales Organization as the Usage under the Organization Usages section of the screen.

  5. Click Finish.

Creating a New Organization with Sales Usage

  1. Navigate to the Manage Internal Resource Organizations UI page as follows: Navigator > Setup and Maintenance > My Enterprise > Tasks > Search > Search for Manage Internal Resource Organizations.

  2. Click Actions > Create.

  3. Select the Create New Organization option on the Create Organization: Select Creation Method screen and click Next.

  4. Specify the name of the new organization and select Sales Organization as its usage.

  5. Click Finish to save the new organization with sales usage.

Once you have identified a resource, you can assign the resource to organizations within the deploying company. This example explains how you can assign resources to organizations.

Scenario

You must assign a resource to an organization. A resource can belong to only one organization and can have only one role in an organization during a given period.

To assign a resource to an organization, perform the following tasks.

  1. Navigate to the View Resources UI page as follows: Navigator > Resource Directory > Tasks > View Resources.

  2. Search for a resource and select it.

  3. Click the Organizations tab. This displays the list of organizations to which the resource belongs.

  4. In the Actions drop-down list, click Create.

  5. In the Create Organization Membership pop-up, search and select the organization you want from the Organization drop-down list.

  6. In the Actions drop-down list, click Add Row and select the role the resource must play in the organization.

  7. Enter the From Date and To Date, and click OK.

  8. Click Save and Close.

You can also assign resources to organizations by searching for organizations and adding members to the organization. To assign resources to organizations by searching for organizations:

  1. Navigate to the View Organizations UI page as follows: Navigator > Resource Directory > Tasks > View Organizations.

  2. Search for an organization and select it.

  3. Click the organization's name to display its details.

  4. Click the Members tab to edit the list of members assigned to the organization.

  5. In the Actions drop-down list, click Create to assign a new resource to the organization.

  6. In the Add Resource Member window, select a resource from the Resource drop-down list.

  7. Click the Add Row button to add a role to the newly-added resource.

  8. Click the Role drop-down list and select the role the resource is required to play in the organization.

  9. Enter the From Date and To Date, and click OK.

  10. Click Save and Close.

Note:
  1. The date from which a resource is a member of an organization must be on or after the date which the resource was hired.

  2. You can't reassign the resource to the same organization, if a resource was already a member of the selected organization with an end date later than the current date. You also can't reassign the resource to the same organization, if the resource was removed from the organization before the end date.

How You Manage Resource Organization Hierarchy Changes

Consider a resource who's assigned the role of a manager. This manager may be part of a hierarchy and contain direct reports.For example, a group of salespersons report to a sales manager and this sales manager reports to a sales director. The sales director may have one or more sales managers reporting to him or her.

A manager may leave the organization, transferred to another organization, maybe demoted from a resource manager role to a salesperson role, and so on. In all such cases, the direct reports maybe left as orphaned resources within the organization. To prevent such scenarios, by default it isn't allowed to change the manager having active child organization or direct reports.

When you need to move the manager having direct reports, as an exception, you can use the Enable End Dating Resource Manager Unconditionally (ORA_HZ_RES_ENABLE_MGR_END_UNCOND) profile option. This allows the movement of the manager resource without the need to move the child organizations and direct reports.

The Enable End Dating Resource Manager Unconditionally (ORA_HZ_RES_ENABLE_MGR_END_UNCOND) profile option is set to No by default. If the profile value is set to No and you try to end date the resource manager or end-date the resource organization membership of the resource manager while there are active direct reports, an error message is displayed. You must first move these direct reports to another organization and then end date the resource manager.

Complete these steps to set the value of the Enable End Dating Resource Manager Unconditionally (ORA_HZ_RES_ENABLE_MGR_END_UNCOND) profile option to Yes:

  1. In the Setup and Maintenance work area, go to the following:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Administrator Profile Values

  2. Search for ORA_HZ_RES_ENABLE_MGR_END_UNCOND and view or change the profile value.

Note: This profile option setting impacts the handling of resources using the application UI, Import, and web services. Changing this profile value to Yes leads to orphan resources and causing data integrity issues. We recommend that you don't change the profile value to Yes. If you must change the value, you must be extremely cautious specially while handling large volumes of resource organization data. You must provide a replacement of the manager at the earliest.

FAQs for Resources

This section contains the some frequently asked questions (FAQs) when setting up and maintaining resources. Scroll or search to find answers to common questions.

How do I define whether the user image, name, or initials display in the global header?

Set the User Image Display Enabled (FND_USER_PHOTO_ENABLED) profile option. If you select:

  • Yes, then the user image is displayed in the global header only if the user uploaded a photo. Otherwise, the user's initials are displayed. By default, this profile option is set to Yes.

  • No, then only the user name is displayed in the global header.

What's a duty role?

Job and abstract roles permit users to carry out actions by virtue of the duty roles they include. Each predefined duty role consists of a logical grouping of privileges that represents the individual duties that users perform as part of their job. Duty roles are composed of security policies which grant access to work areas, dashboards, task flows, application pages, reports, batch programs, and so on. You can create duty roles and can include predefined and custom duty roles in custom job and abstract roles. You don't assign duty roles directly to users.

Note: For information about security policies, see the Securing CX Sales and B2B Service guide.

How can I identify a resource?

To identify specific employees, contingent workers, or partner contacts as resources, you must search for them and enable them as resources. You can use the Manage Resources task, Manage Users UI, and the Resource Directory to search persons and identify them as resources. Once you have identified these resources, you can assign them to organizations as required. Similarly, you can also identify newly added employees or contingent workers as resources.

Can I assign more than one resource role to a resource organization member?

No. One resource can only have one role within an organization.

Can I add more than one resource role to a resource?

Yes. While a resource can have only one resource role within a resource organization, a resource can have multiple roles in different organizations across the deploying company.

What resource role is displayed on the Manage Users UI when a user is assigned more than one role?

The resource role displayed in the Resource Information section of the Create User or Edit User pages in the Manage Users work area is the resource role that's associated with the user's organization. If none of a user's resource roles is assigned to the user's organization, or an organization isn't specified for the user, then the first active resource role assigned to the user is the role that's displayed.

What's a resource organization hierarchy?

A resource organization hierarchy is a hierarchically structured representation of the way resources are grouped within a resource organization. Resource organization hierarchies can contain other organizations within them. Thus, you can include any resource organization within the deploying company to create a single global hierarchy that depicts the operational structure of your company.

Yes. To create a new hierarchy version, click Navigator > Resource Directory > Tasks > View Organization Hierarchies and select the hierarchy whose new version you want to create. Click Action > Create Hierarchy Version. Make the changes to the hierarchy as required. Specify the dates between which the organization hierarchy must be active, and click Save and Close to save your changes.

Yes. You can create organizations using the Manage Internal Resource Organizations task in Setup and Maintenance or in the Partner Management UI. You can also create resource organizations from the User Management UI. You can also use the UI to manage user accounts and roles, and to create employee and partner-member users.

Can I create a new organization hierarchy?

No. All organizations within your deploying company are part of a large overarching global hierarchy. Therefore, you can't add new organization hierarchies. However, you can move existing organizations or attach new organizations to the existing hierarchy and create a new version of the hierarchy.

Once you have created a new version, specify the date from which the new version must become active. On the specified date, your new hierarchy version replaces the older hierarchy.

Can I copy a resource organization hierarchy?

No. You can only have one resource organization hierarchy active at a time within a deploying company. If you have to create a hierarchy for an organization, you must specify the reporting structure within the concerned organization and then make the organization a part of the existing hierarchy.

What happens if I delete a resource?

When you delete a resource, the resource is deleted from the Resource Directory and from the organizations with which the resource was associated. It's always best to check a resource's usage and remove the resource from all the organizations before deleting a resource from the resource directory.

Can I create an employee or contingent worker resource?

No. You can only identify existing employees and contingent workers as resources in the Manage Resources task.

What happens when a resource quits?

When resources quit, their status is set to inactive. This automatically removes these resources from all organizations in the deploying company, and no new work objects can be assigned to them.

How can I delete a resource from an organization?

To delete a resource from an organization, you must delete the concerned resource's membership from the organization.

To manage the membership of an organization, navigate to the Manage Resource Organization Members Setup and Maintenance task and select the organization concerned. Once the organization's membership details are listed, you can add, delete or edit them as required.

What happens if I delete a resource from an organization?

When you delete a resource from an organization, you effectively delete the concerned resource's membership with the organization. This also removes the resource from the organization hierarchy.

How can I reactivate a deleted resource organization hierarchy?

To reactivate the resource organization hierarchy that you deleted, navigate to the View Organization Hierarchies page as follows: Navigator > Resource Directory > Tasks > View Organization Hierarchies. Search and select the deleted resource organization hierarchy. From the Action menu, select Edit This Hierarchy Version and set the Status to Active.

What happens if I add a resource to an organization?

When you add a resource to an organization, the resource becomes a member of the organization and a part of the organization hierarchy.

Organization membership information is part of the publicly visible details of a resource profile. This means that a resource's organization membership and reporting structure are visible to all active resources within the organization.

A resource organization can have one resource organization hierarchy for each internal organization and one partner organization hierarchy for each partner company. You can have one active version and multiple inactive versions of resource organization hierarchies. You can include resource organizations into any of the active or inactive organization hierarchies.

Can I create multiple resources as managers within a resource organization?

No. An organization can have only one manager.

Why didn't the Manage Resource Organization Hierarchies task open?

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How can I search and view resource information from other sources?

You can search for resources and view their public profiles using the Resource Directory. You can search for resources either by name or organization, or by the names of the teams to which they belong.

You can use the Resource Directory to view the following details of a resource's profile:

  • Key profile information, including the resource's name, manager's name, job title, contact information, and so on.

  • Organization membership information

  • Roles of the resource

  • Key skills of the resource

  • Additional contact information

  • Salesperson details, if applicable.

You can search for organizations or teams, instead of searching for users. Then, you can view the list of resources that belong to an organization or team, and view the profiles of any resource listed.

Why am I unable to view the resource hierarchy for my organization?

You must enable the reporting structure of your organization for a resource or reporting hierarchy to be visible. If there is no manager defined for an organization, the reporting hierarchy of the organization can't be constructed. Verify if your organization is assigned a manager in Resource Management.

Yes. Unless otherwise specified, organization hierarchies are active since the date of their creation. Navigate to the View Organization Hierarchies page from the Resource Directory to view the hierarchy of a resource organization at a specific date. You can search and select the organization hierarchy to view its details. This displays the concerned organization's active hierarchy. A drop-down list displays the date from which the current organization hierarchy has been active. You can select the required date from the drop-down list to view the organization hierarchy for a particular date.

How can I sync resource organization hierarchy with HCM department hierarchy? Is resource organization same as HCM department? ?

Resource organization hierarchy isn't the same as HCM department hierarchy. Resource organization doesn't refer to HCM department. Currently, resource organization hierarchy can't be synced with HCM department hierarchy.