Manage Maintenance Conditions for Project Enterprise Labor Resource

You can create and update project enterprise labor resources from HCM persons by defining a project enterprise labor resource maintenance condition and submitting the Maintain Project Enterprise Labor Resources process.

The process creates and updates project enterprise labor resources from the employees and contingent workers who match the maintenance condition. The records are processed in ascending order based on the process order value. If multiple conditions have the same process order value, then records are processed in ascending alphabetic order based on the condition name.

The maintenance condition includes:

  • The person type and optionally, specified jobs.

  • Attributes that the project enterprise resources are assigned on creation.

To define a project enterprise labor resource maintenance condition:

  1. Click Navigator > Setup and Maintenance, and search for the Manage Project Enterprise Labor Resource Maintenance Conditions task.

  2. Click the Manage Project Enterprise Labor Resource Maintenance Conditions link.

  3. Click the Create icon.

  4. On the Create Condition page, enter a name for the condition in the Name field.

  5. Enter a value in the Process Order field.

    Note:

    If a project enterprise labor resource doesn't already exist for that person, then the process creates a resource for the condition with the process order value of one. The process doesn't create more than one resource for the same person even if subsequent conditions apply to the person.

  6. Optionally enter a description.

  7. Select a person type from the Person Type choice list. The person type can be employee, contingent worker, or both types.

  8. Optionally, select a business unit and an organization.

  9. To create resources from HCM persons with specific jobs, select a job from the Jobs choice list. Click Add to add another job.

  10. Select the Manage resource availability and staffing check box to create managed project enterprise resources.

    • Managed project enterprise labor resources are managed in Oracle Fusion Project Resource Management.

    • If you select this option, then by default the resources are added to the Resources with No Pool Membership resource pool. You can change this selection to move the resources to another resource pool.

  11. Select the resource calendar from the Calendar choice list. A resource calendar defines the work schedule for project enterprise labor resources, and includes working days and hours, exceptions, and holidays. This calendar will be assigned to all resources that match the project enterprise labor resource maintenance condition.

  12. Select the primary project role to assign resources from Primary Project Role. For example, by selecting Oracle Database Administrator, you can create project enterprise labor resources who are Oracle Database Administrators.

  13. Select the currency and enter the cost rate in the Cost Rate fields.

  14. Select the currency and enter the bill rate in the Bill Rate fields.

  15. Click Save and Close on the Create Condition page.

  16. On the Manage Project Enterprise Labor Resource Maintenance Conditions page, click Maintain Project Enterprise Labor Resources to submit the process of the same name. Run the process to:

    • Create resources.

    • Update resources with HCM changes.

    • Remove resource availability for staffing.

    • Maintain the resource search index.

    The following table describes the process options that you can select.

    Option

    Description

    Create resources

    Create project enterprise labor resources from employees or contingent workers based on selection criteria and attributes defined in maintenance conditions.

    Update resources

    Apply any of the following changes that were made to HCM resources to existing project enterprise labor resources:

    • Name

    • Image

    • Email address

    Remove resource availability

    Disable the manage resource availability and staffing option for resources who are employees or contingent workers with no active HCM primary assignment.

    • Resources who aren't employees or contingent workers are ignored when determining if a resource has an active primary assignment in Oracle Fusion HCM.

    • Resource pool owners receive a notification when resources in their pools are no longer eligible to fulfill project resource requests.

    Note:

    If you select Remove Resource Availability, then the resources won't be able to fulfill project resource requests.

  17. Click Submit. You can run the Maintain Project Enterprise Labor Resources process from either the Manage Project Enterprise Labor Resource Maintenance Conditions page or Scheduled Processes page.