Set up Conditions and Import HCM Person

Configure conditions to import employees and contingent workers from HCM into the Project Resources and Project Management work areas.

You can set up the conditions using the Manage Project Enterprise Labor Resource Maintenance Conditions task in the Setup and Maintenance work area:

Offering: Project Execution Management
Functional Area: Project Resource Management

This image shows you the options for setting up the conditions and importing the HCM person records:

This image describes the process of setting up the conditions and importing the HCM person records

This table takes you through the process of setting up conditions and applying them while importing HCM person.

Callout Number	UI Element	What to do
1	Create Conditions	Specify a name and process order for the condition. The process order determines the order in which the Maintain Project Enterprise Labor Resources process applies the conditions. Specify HCM person criteria that's imported along with the HCM persons. You can import criteria such as person type, business unit, job, and organization. Select the Include organization hierarchy check box to include a hierarchy under the organization Note: You set up organizations and organization hierarchy in the HCM workforce structures implementation. Select the Manage resource availability and staffing check box to enable the project enterprise resource for staffing in Project Resource Management.
2	Enable Condition	By default all the conditions are enabled. The conditions are applied in the process order that you have set while creating or editing the condition..
3	Maintain Project Enterprise Labor Resources	Select to run the process to import the HCM employees and contingent workers. The process applies the conditions that you enabled. Run this process: Create resources from employees or contingent workers in HCM. Update the existing project enterprise labor resource details with the resource attributes in HCM. Remove resource availability for staffing from employees who have no active primary assignment in HCM. The application launches the Maintain Project Resource Search Index Job Set process to update the search index that enables resources to appear on the Search and Evaluate Resources page when searching for resources to fulfill project resource requests. Alternatively, you can also run the Import HCM Persons as Project Enterprise Resources process from Navigator > Scheduled Processes.

Callout Number

UI Element

What to do

Create Conditions

Specify a name and process order for the condition. The process order determines the order in which the Maintain Project Enterprise Labor Resources process applies the conditions.
Specify HCM person criteria that's imported along with the HCM persons. You can import criteria such as person type, business unit, job, and organization.
Select the Include organization hierarchy check box to include a hierarchy under the organization

Note: You set up organizations and organization hierarchy in the HCM workforce structures implementation.
Select the Manage resource availability and staffing check box to enable the project enterprise resource for staffing in Project Resource Management.

Enable Condition

By default all the conditions are enabled. The conditions are applied in the process order that you have set while creating or editing the condition..

Maintain Project Enterprise Labor Resources

Select to run the process to import the HCM employees and contingent workers. The process applies the conditions that you enabled.

Run this process:

Create resources from employees or contingent workers in HCM.
Update the existing project enterprise labor resource details with the resource attributes in HCM.
Remove resource availability for staffing from employees who have no active primary assignment in HCM.

The application launches the Maintain Project Resource Search Index Job Set process to update the search index that enables resources to appear on the Search and Evaluate Resources page when searching for resources to fulfill project resource requests.

Alternatively, you can also run the Import HCM Persons as Project Enterprise Resources process from Navigator > Scheduled Processes.