Scheduling and Managing Resources

This chapter provides an overview of the available resource tools and discusses how to:

Add and modify project resources.
Add and modify activity resources.
Transfer resource assignments.
Work with master resource schedules.
Analyze resource lists.
View the Resource Workbench.

Understanding Resource Tools

Successful delivery of a project depends in large part on the ability to plan and apply the right level of resources. Program Management provides a number of resource tools to support the planning and management of projects and programs. In addition, integration with Resource Management enables project managers to search for qualified resources, check their schedules, and assign them to projects.

Important Concepts

When using resource pages in Program Management, it is necessary to understand these concepts:

Part-Time Assignment	An assignment in which a resource's schedule allocation for a project is less than 100 percent of the time that is scheduled for the project. For example, a project manager assigns a resource to a project that is two weeks long (80 hours total). The project manager can assign the resource for 50 percent of the time, which indicates that the resource will work for only forty hours on that project.
Resource Class	Categorizes resources; each resource class possesses unique attributes and requires different calculations for cost purposes. The system recognizes four types of resources: labor, material, assets, and other.
Work	Measures the amount of effort, in hours or days, that an activity requires. Applies only to labor resources.
Actual Work	Tracks the amount of time that a resource has currently expended working on an activity. The system updates this value based on time that is entered and approved in Expenses.
Remaining Work	The amount of time that is left to complete an activity. Remaining work equals (Work) − (Actual Work).
Schedule Method	Determines what element of a schedule remains constant when one of the three scheduling variables (work, duration, or units) changes. The schedule method determines which variable of the equation (Duration) = (Work) ÷ (Units) is held constant when a schedule is recalculated.
Unit	Indicates the percentage of the resource's time that is assigned to an activity. The higher the number of units for a resource on an activity, the less available the resource is in a given day to work on other activities. This percentage applies only to labor resources. For asset, material, and other resources the unit is defined by the UOM.

Resource Component Pages

The Project Resource Plan component (PGM_RESOURCE_LIST) contains three main pages for staffing a project and managing its resources. Each page enables you to control different dates for each resource on the project. These pages are:

The Resources page.

This page lists all of the resources on a project. It indicates the earliest start date and latest end date that the resource is working on the project, enables a project manager to generate assignments in the Resource Management application to keep resource schedules updated, and provides a launching point to other pages that help a project manager ensure that resources are staffed on activities at optimal levels.
The Resource Detail page.

Shows details for a specific resource and enables you to specify detailed project schedules that allow for gaps in the assignment dates or assign resources to multiple activities. You can also assign different project roles or units for each assignment schedule and override the default cost and bill rate types and rates for the resource.
The Resources by Activity page.

Shows the resources that are associated with a specific activity.

This page is critical to assembling an appropriate mix of labor, asset, and material resources to each activity on a project. By entering a labor resource and adjusting the resource's units (the percentage of a work day that the resource is allocated to work on an activity) and the resource's work (the number of hours or days that the resource is slated to work on the task), the system can determine how long it takes the activity to complete. By adjusting the schedule method, adding additional resources, or changing work, duration, or units, you cause the system to recalculate the other unchanged values, including remaining work. For each project activity, this page enables you to add or remove the resources that are necessary to complete the activity. After each change, you can immediately see the impact to the activity's duration and the labor resources' work levels. By using this page, the Project Estimate Summary page, the View Resource Usage page, and the Project Activities page, a project manager is able to deploy resources to activities, model costs, determine whether resources are appropriately utilized, and manage activity dates and durations.

If you are creating a complex project that contains tens or hundreds of activities, dependencies, and resources, and the project requires sophisticated labor resource leveling capabilities, you might want to construct and level the plan by using a third-party project management tool from which you can load project information into Program Management. Program Management can send and receive project data with Microsoft Project 2002.

See Integrating with Microsoft Project 2002.

Resource Status

The Resource Status field on the Resources page enables you to track the life-cycle of a resource on a project. This table lists the resource statuses, along with their usages, that can appear on the Resources page:

Resource Status	Usage
Considered	Add a named or generic resource to the Resources page and that resource has one or more assignment schedules. A Resource Management assignment or allocation has not been initiated for the resource.
Requested	Manually change the status of a named or generic resource to this status. For Resource Management-managed resources, this triggers the process of creating Resource Management assignments for named resources or allocations for generic resources. For non-Resource Management managed-resources, the system changes the status to Committed after you save, but does not create a Resource Management assignment. The Resource Management assignment and allocation processes are based on the workflow settings in Resource Management. If project manager approval is required, the project must have a project manager in Committed status and the resource remains in a requested status until approval is received. If approval is not required, after you change the resource status to Requested, and save the page, the system automatically creates a Resource Management assignment or allocation and changes the resource status to Committed for named resources and Allocated for generic resources.
Allocated	This status applies only to generic resources. If you enable generic resource approvals, the resource status changes to Allocated when the pool manager approves the request from the project manager for a generic request. If you do not require generic resource approvals, the system automatically changes the status from Requested to Allocated when you save the page.
Committed	This status applies only to named resources. If approval is not required, when a named resource status is changed to Requested, for Resource Management-managed resources, the system automatically creates a Resource Management assignment and changes the resource status to Committed. If approval is required, the system automatically changes the resource status to Committed when the named resource on the Resources page is approved and a Resource Management assignment is created. If a named resource is added to the Resources page using the integration with Microsoft Project and approval workflow is disabled, the system automatically assigns a resource status of Committed. A generic resource’s status cannot be Committed. A generic resource must be replaced by a named resource before the system can create a Resource Management assignment and change the resource status to Committed, based on approval workflow.
Cancelled	You must manually change the status to Cancelled, unless you cancel all of the resource's assignment schedules. If you cancel all of the resource's assignment schedules, the system automatically updates the resource status to Cancelled. This list describes the action that the system takes if you cancel an assignment on the Resources page: If the assignment schedule is in the past, the system takes no further action. If the assignment has an ongoing assignment schedule, the Resource Management assignment status changes to Cancelled as of the date of cancellation. Note. The system does not remove the assignment schedule dates from the Resources page, as they can provide the project manager with historical information about the project assignment for that resource. If the assignment has a future assignment schedule, the Resource Management assignment is cancelled.
Rejected	The system automatically changes the resource status to Rejected when an: Assignment is rejected for a named resource. Allocation is rejected for a generic resource.
Completed	This status applies only to named resources who are in a Committed status. You can manually change the resource status from Committed to Completed. You can complete assignments with assignment schedules that are in the past, ongoing, or in the future. The system automatically changes the resource status on the Resources page to Completed if the resource status on all of the resource’s assignment schedules for this project is Completed.

This table describes the permitted resource status values that you can update on the Resources page. The first column of the table indicates the resource status values from which you change and the first row indicates the resource status values to which you can change. In this table, Manual indicates that you select the new status in the Resource Status field on the Resources page and Automatic indicates that system processing automatically updates the status. The permitted status changes apply to both named and generic resources unless otherwise noted.

From/To	Considered	Requested	Allocated	Committed	Cancelled	Completed	Rejected
Considered	Not permitted	Manual	Not permitted	Not permitted	Not permitted	Not permitted	Not permitted
Requested	Not permitted	Not permitted	Automatic (generic resources only)	Automatic (named resources only)	Manual	Not permitted	Automatic
Allocated	Not permitted	Not permitted	Not permitted	Automatic (generic resources only—when replaced with a named resource)	Manual (generic resources only)	Not permitted	Not permitted
Committed	Not permitted	Not permitted	Not permitted	Not permitted	Manual (named resources only)	Manual (named resources only)	Not permitted
Cancelled	Manual	Manual	Not permitted	Not permitted	Not permitted	Not permitted	Not permitted
Completed	Manual	Manual	Not permitted	Not permitted	Not permitted	Not permitted	Not permitted
Rejected	Manual	Manual	Not permitted	Not permitted	Not permitted	Not permitted	Not permitted

Resource Scheduling Options

To staff a project with resources in Program Management, you can use any combination of these options:

Create project resources, and then assign them to activities.
Add resources directly to activities, then let the system automatically assign them to the project as project resources.
Create the resources in Microsoft Project 2002 and load the resources into Program Management.

If you use the first or second option, or some combination of the two, Program Management automatically updates several dates and triggers conflict warnings. If you use the third option, all of the dates load automatically into the fields of the Resources, Resource Detail, and Resources by Activity pages.

When you add a project resource, the system automatically creates a row of data in the assignment schedule grid of the Resource Detail page, with the default start and end dates for the resource set to the project start and end dates.

To help you understand the behavior of the Resources component, this table describes how a change to one field value in the component impacts others:

Action	Result
You add or change a row of data for a resource in the Assignment Schedule grid of the Resource Detail page.	The conflict warning indicator appears if the assignment schedule date range is reduced in such a way that a resource is working on an activity that has dates that are outside the bounds of the assignment schedule dates for the resource.
You add or change a resource on the Resources by Activity page for an activity.	If the resource is not yet established on the Resources page, the system adds the resource and sets the planned start and end dates to be equal to the activity start and end dates, respectively, for the first activity to which the resource is added. If the resource is already established on the Resources page and the change on the Resources by Activity page extends a date so that it is outside the range of the resource's date on the Resources page, the systems issues a warning. This warning indicates that the resource's activity dates fall outside the dates that are shown for the resource on the Resources page.

Action

Result

You add or change a row of data for a resource in the Assignment Schedule grid of the Resource Detail page.

The conflict warning indicator appears if the assignment schedule date range is reduced in such a way that a resource is working on an activity that has dates that are outside the bounds of the assignment schedule dates for the resource.

You add or change a resource on the Resources by Activity page for an activity.

If the resource is not yet established on the Resources page, the system adds the resource and sets the planned start and end dates to be equal to the activity start and end dates, respectively, for the first activity to which the resource is added.

If the resource is already established on the Resources page and the change on the Resources by Activity page extends a date so that it is outside the range of the resource's date on the Resources page, the systems issues a warning. This warning indicates that the resource's activity dates fall outside the dates that are shown for the resource on the Resources page.

Named Resources and Generic Resources

Named resources are resources that have an employee ID associated with them. Generic resources are resources that do not have an employee ID associated with them. Generic resources serve as role-oriented placeholder descriptions for resources during the project planning phase. Typically, in the planning stage, project managers use generic resources instead of named resources. After the project is approved to execute, project managers create resource requests and replace generic resources with the specific available resources.

Use the Resources page to associate generic resources with a project.

The Manage Generic Resource page enables project managers to view all generic resources that are associated with a project, and create service orders and resource requests so that a named resource can be assigned.

To replace a generic resource with a named resource, either:

Access the Resource Detail page and select an employee ID to create a direct assignment.

After an employee is selected, the system replaces the existing generic resource name with the employee name.
Access the Manage Generic Resources page, and generate service orders for the generic resource.

When an actual named resource is found and an assignment is created for the resource request by using Resource Management, the generic resource no longer appears in the Manage Generic Resources page, and the named resource replaces the generic resource throughout the system.
Access the Resources page and generate a generic resource request by selecting Requested for the resource status.

The Resource Management pool manager receives the generic resource request and if approved can assign a named resource to the request.

Note. This is for users who use resource pools and do not make use of service orders to request resources for projects.

See Fulfilling Generic Resource Requests.

Resource Conflicts

The system indicates that there are resource conflicts by displaying a conflict warning indicator next to a resource's name on the Resources page when any of these conditions occur:

In the Assignment Schedule grid on the Resource Detail page, a resource is associated with an activity on the project that has dates that are outside of the date ranges that are specified for the resource.
On the Resources by Activity page, the sum of a resource's units on activities for any day total more than the percent specified in the Assignment Schedule grid on the Resource Detail page.
When activity assignment units on the Resources by Activity page are greater than the assignment schedule units on the Resource Detail page.
On the Resource Detail page, any activity in which the resource's units exceed the units on the assignment schedule.

You can view the specific activities that are causing the conflict on the Resource Detail page in the Activity List grid. A conflict warning indicator appears next to the activities that are causing the conflict.

You can hover your mouse over the conflict warning indicator to display text that indicates the nature of the conflict. To resolve scheduling conflicts, either:

Extend the resource's assignment schedule end date on the Resource Detail page.
Reduce the resource's units on the Resources by Activity page.
Increase the units for the resource on the project assignments

Part-time Assignments

Part-time assignments are determined by the Units field on the Resource Detail page. You can enter the time percentage, based on the project calendar, that the resource is allocated to the schedule. If the value is less than 100 percent, the assignment is a part-time assignment.

The default Units value on the Resources by Activity page is:

The units percent value for that schedule in the Assignment Schedule grid on the Resource Detail page.
The lowest units percent value of the assignment schedules for activities that span multiple assignment schedules.

The default units percent value on the Assignment Schedule grid in the Resource Detail page is 100 percent.

The units percent value on the Manage Generic Resources page is:

The units percent value for that schedule in the Assignment Schedule grid on the Resource Detail page.
The lowest units percent value of the schedule rows if an assignment schedule spans multiple date ranges.

The Units field is not editable on the Manage Generic Resources page.

If the resource’s schedule is managed in Resource Management, a resource assignment for the specified number of hours and date range is created in Resource Management. If you modify the Units field on the Resource Detail page, the system triggers approval workflow, if assignment schedule date change workflow is activated for the business unit in Resource Management.

A conflict visual indicator appears when activity assignment units on the Resources by Activity page are greater than the assignment schedule units on the Resource Detail page. You can move your mouse over the indicator the nature of the conflict appears.

You can create direct, part-time assignments using Program Management or Resource Management. If you create part-time assignments using Program Management, the resource assignment start time is based on the Resource Management Installation record (INSTALLATION_RS). Other schedule details on the assignment in Resource Management, such as hours per day, and scheduled work days per week, are based on the project calendar in Program Management.

The system modifies the Assign Resource page (RS_ASSIGN_MAIN) in Resource Management if Program Management is installed. You can select the Project or Resource assignment calendar. The Schedule Details group box on the Assign Resource page is based on the calendar selection as follows:

Project calendar: The system bases the default assignment hours on project hours per day. The system bases the default assignment work days per week on the project calendar. Project hours per day and project calendar are specified on the Program Management Defaults page.
Resource calendar: The system bases the default assignment hours on the resource's job information and stores them in the Standard Hours field (STD_HOURS) in the Job record (JOB). The system bases default assignment work days per week on the resource profile and stores them in the Standard Days field (STD_DAYS) in the Worker Table record (RS_WORKER_TBL).

If you create part-time assignments using Resource Management, the units percent value on the project in Program Management is based on the project calendar, even if the assignment in Resource Management uses the resource calendar. For example, if the assignment is for four hours a day, and the Program Management Defaults page specifies ten hours a day for the project, the units value is calculated as 4 ÷ 10 = 40%.

Express searching for resources does evaluate part-time resource requirements. Express search results are based on the number of hours per day specified on the Express Search page.

Activity Resource Workflow

If you select the Enable Activity Resource Workflow option on the Installation Options - Program Management page, project managers can click the Notify Activity Resources button on the Resources page to trigger the workflow. The workflow sends email notifications and worklist items to resources with a resource class of Labor on the project team who are assigned to activities. Resources with multiple activity assignments receive one email containing a list of their assignments.

The Notified column in the Resources grid on the Resources by Activity page and in the Activity List on the Resource Detail page, indicates if the resource has been notified of an activity assignment. If project managers change assignments, they can select to either notify all resources of all assignments or notify only resources of new activity assignments.

See Defining Program Management Installation Options.

Microsoft Project Resources

These options on the Microsoft Project Integration Options page control how resources are added to the project team during the integration with Microsoft Project:

Assign Named Resource

If a named resource that is imported from Microsoft Project does not match an employee from the Personal Data table (PERSONAL_DATA), the system adds the resource to the Resources page as a generic resource.

If a named resource that is imported from Microsoft Project does exist as a Resource Management resource (in the Resource Management Eligible Worker table (RS_ELGBL_WRKR)), the Resource Management values for resource pool, region, personnel status, and primary project role populate the Resources page for the resource.

If assignment approval workflow is enabled and you select this option the system adds the resource with a status of Requested, which triggers the process to create a Resource Management assignment. If assignment workflow is not enabled and you select this option, the system sets the resource status to Committed.

If you do not select this option, the system adds the resource with a status of Considered.
Allocate Generic Resource

If the resource pool, also know as a group in Microsoft Project, of a generic resource that is imported from Microsoft Project does not match a resource pool in Resource Management, the system adds the generic resource with a resource pool value of Unassigned. The Microsoft Project values are imported for resource name, region, and personnel status.

If generic resource workflow is enabled and you select this option, the system adds the resource with a status of Requested. If generic resource workflow is not enabled, the system adds the resource with a status of Allocated.

If you do not select this option, the system adds the resource with a status of Considered.

The system does not overwrite Resource Management assignments or allocations that are already requested if you subsequently import the same project from Microsoft Project.
Allow OverBooking

If you select this option, the system assigns a resource status of Requested when you import named resources from Microsoft Project, and creates Resource Management assignments regardless of schedule conflicts. If you do not select this option, the system assigns a resource status of Considered on the Resources page if there are resource schedule conflicts.

This option applies only if you select the Assign Named Resources option.
Default Region

This option applies only to generic resources that are imported from Microsoft Project. You can select a default region from which to request generic resources. The default region field value populates the region field in the Resources page for new resources. The value does not update the region for existing resources.

When data transfers from PeopleSoft to Microsoft Project, the Units field value from the assignment schedule in the Program Management Resource Detail page appears in Microsoft Projects in the Resource Availability grid in the Microsoft Project Resource Information page.

When data transfers from Microsoft Project to PeopleSoft, appropriate values from the Units field in the Resource Availability grid in the Microsoft Project Resource Information page, appear in the assignment schedule in the Resource Detail page.

Adding and Modifying Project Resources

This section discusses how to:

Define project resources.
Work with resource details.
Manage generic resources.

Pages Used to Add and Modify Project Resources

Page Name	Object Name	Navigation	Usage
Resources	PC_PRL	Program Management, Project Definitions, Resources, Resources	Add or delete resources and related cost data at the project level to build project estimates and project teams.
Express Search	RS_EXPRESS_SEARCH	Click the button next to generic resources in the Search column on the Resources page.	Identify qualified candidates as project resources. The Express Search page is a part of Resource Management.
Resource Detail	PC_PRL_SCHED	Click a <resource name> in the Associated Resources grid on the Resources page.	View and update the description and assignment schedule for a labor resource. View requested schedule changes for a resource and the activities upon which a resource is working.
Assign Resources from Project	PROJ_TEAM_COPY	Click the Add Resource from Project button on the Resources by Activity page. This page is a part of Project Costing.	Assign resources.
Manage Generic Resources	PGM_GENRES_01	Program Management, Project Definitions, Manage Generic Resources Program Management, Project Definitions, Resources Click the Manage Generic Resources link.	View generic resources and generate service orders to find named resources to replace the generic resources.
Schedule Chart	PC_TEAM_SCHEDCHART	Click the Resource Chart link on the Resources page. The Schedule Chart appears as an additional tab in the Resources component.	View a Gantt chart that displays the schedule of project labor members. This page is a part of Project Costing.
Monthly Schedule	RS_SCHED_MONTH	Click the View Resource Calendar link on the Resource Detail page.	Use this page to view a labor resource's schedule one calendar month at a time. The Monthly Schedule page is a part of Resource Management.
Assign Resource	RS_ASSIGN_MAIN	Click a link in the Assignment id column on the Resource Detail page.	Use this page to view and edit details of the resource's assignment. The Assign Resource page is a part of Resource Management.
Activity Team Assignment	PC_TEAM_ACT_SELECT	Click the Add Resource to Activity button on the Resource Detail page.	Add a resource to one or more activities.

Defining Project Resources

Access the Resources page.

You can add new resources to the Resources page in three ways:

Add Resources push button.

Accesses the Resource Detail page.
Import from Template push button.

Enables you to import a project team from an existing project template.
Quick Add Resource link and group box.

The link navigates to the Quick Add Resource group box at the bottom of the page.

All fields on the Associated Resources grid are display-only, except for Resource Status. You can delete rows from this grid, but you cannot directly add rows to the grid.

Add Resource	Click to navigate to the Resource Detail page on which you can select a resource to add to this project.
Import from Template	Click to navigate to the Import from Template page on which you can select a project template to copy the resources from the template to this project.
Quick Add Resource	Click to jump down to the Quick Add Resource group box.
View Class(es)	Select the resource classes to view in this list. Options are: All, Asset Resource, Labor Resource, Material Resource, or Other Resource.

Associated Resources - Overview Tab

	Indicates that there is a scheduling conflict. This conflict warning indicator appears next to each resource that the system determines has a schedule conflict. Move your mouse over the indicator to view a message that indicates the nature of the conflict.
	Indicates that a resource is assigned to an activity on this project. The Activity Indicator icon appears next to each resource that is assigned to an activity on this project.
Resource Class	This field indicates that the resource belongs to one of these categories: Labor: A human resource, with or without an employee ID, that can be associated with activities. The system calculates work, remaining work, and allows the entry of actual work and rates for labor resources. Material: A consumable resource. For example, lumber is a material resource. Material resources do not have planned start and end dates or roles on the project, the system does not generate assignments for them in Resource Management, and they do not have assignment schedules on the Resource Detail page of the Resources component. Asset: A nonhuman resource. For example, a computer is an asset resource. Asset resources do not have planned start and end dates or roles on the project, the system does not generate assignments for them in Resource Management, and they do not have assignment schedules on the Resource Detail page of the Resources component Other: Any other type of resource that a project manager might want to track on the project that is not a labor, material, or asset resource.
Resource Name	Displays the name of the resource as a link to the Resource Detail page on which you can view scheduling and assignment data for the resource.
	Indicates that the resource is the project manager. This icon appears only if the project manager assignment is current as of today's date or the project manager assignment starts on the same date as a future dated project.
ID Number	Displays a unique identifier for the resource based on the resource class: Labor resource class displays the employee ID. Asset resource class displays the asset ID. Material resource class displays the item ID. Other resource class displays nothing. Generic appears in this field for all generic labor, asset, and material resources.
	Click to access the Express Search page in Resource Management, where you can identify qualified candidates for the project. This icon appears only for generic labor resources, however, the icon does not appear if: A service order already exists for the generic resource. The generic resource's resource status is Allocated. See Express Searching for Resources.
Quantity	Displays the number of items that are needed for this project. This field appears only for material resource class items that are added to one or more activities with a units value greater than 0.
Primary Project Role	Displays the associated job function for the resource. This field appears only for labor resources.
Planned Start Date	Displays the date on which the resource is expected to begin working on the project. This field applies only to labor resources. This is a display-only field, and the system determines this date by using the earliest start date of all assignments that are defined for the resource.
Planned End Date	Displays the date on which the resource is expected to finish working on the project. This field applies only to labor resources. This is a display-only field, and the system determines this date by using the latest end date of all assignments that are defined for the resource.
	Indicates that a resource has multiple assignment schedule rows for the project; click the Resource Name link to view scheduling and assignment elements for the resource.
Resource Pool	Displays the resource pool to which the resource belongs. This fields appears only if you use PeopleSoft Resource Management.
Personnel Status	Displays the personnel status for labor resources. This field appears only if you use Resource Management and a named resource appears in the grid.
	Indicates that a resource is in an inactive resource pool. This icon appears next to each generic resource that belongs to an inactive resource pool. This icon appears only if you use Resource Management.
Resource Status	Select the resource status. This field appears only if you use Resource Management and the resource is a labor resource. If a resource request or service order exists for a given resource, the system sets this field to Requested and the field becomes display-only. See Understanding Resource Tools.

Associated Resources - Cost Tab

Unit of Measure	Displays the unit of measure by which the resource's cost and bill rates are quoted. For labor resources, hours or days are the only valid units of measure. Assets and material resources typically use Each as the unit of measure.
Region	Displays the resource's region. This field displays only if you use PeopleSoft Resource Management.
Job Code	Displays the resource's job code. This field appears only for named labor resources.
Rate Type	Displays the method of determining the resource's cost per unit.
Rate	Displays the cost rate per unit that is applied to determine the total cost of the resource.
Currency	Displays the currency in which the resource's cost rate is quoted.
Cost Budget Item	Displays the cost budget item for the resource.

Associated Resources - Bill Tab

Revenue Budget Item

Displays the revenue budget item that the system defaults from the Program Management Options page.

Quick Add Resources

Use this group box to add resources directly from this page following these steps:

Select the Resource Class from these options:
- Asset
- Labor
- Material
- Other
Enter the Resource Name.

For named labor resources, assets, and materials, the system populates this field automatically after you enter the ID Number. For generic resources, enter a description of the resource in this field and leave the ID Number field blank.
Enter the ID Number.

This step is not necessary for the Other resource class or generic resources.
Enter the Project Role.

This step is only necessary for the Labor resource class.
Enter the Start Date and End Date for labor resources.

The system populates the start and end dates with the project start and end date by default. You can modify these dates here, but you can enter only one assignment schedule using this group box. Use the Resource Detail page to add more assignment schedules.

The dates must meet these conditions:
- The dates must be equal or later than project start date.
- The dates must be equal or earlier than the project end date.
- The end date must occur on or after the start date.
Enter the Resource Pool.

This step is only valid for the labor resource class. You can edit this field for generic resources only. For named Resource Management-managed resources, the system populates this field with the resource pool to which the resource is assigned.
Enter the Region Code.

This step is valid only for generic labor resources. For named Resource Management-managed labor resources, the system populates the region code with the region to which the resource is assigned.
Select a Resource Status.

This step is valid only for the labor resource class. You can select Considered or Requested when you add a resource. The default value is Considered
Click Add.

The system performs validations, adds the resource to the Associated Resources grid, and resets the fields in the group box.

Resources - Buttons

Check for Conflicts

Click this button to determine whether any resource on the project is over-scheduled or has conflicts between these dates: assignment schedule dates, project planned start and end dates, and activity dates. If conflicts exist, the system displays a conflict warning indicator next to the resource name.

Note. When working with the Resources component or the Project Activities component to adjust resource dates and units and activity dates and durations, respectively, the system automatically checks for conflicts so that when you return to the Resources page, you can immediately see that a conflict exists. However, if you are synchronizing your project resources and activities between Microsoft Project 2002 and Program Management, a conflict that you create in Microsoft Project will not automatically trigger the conflict warning indicator to appear on the Resources page when you access it. Therefore, if you are manipulating your project resources and activities in Microsoft Project and integrating the data with Program Management, it is recommended that you always click the Check for Conflicts button on the Resources page after you upload data from these other products.

Notify Activity Resources

Click to notify resources of activity assignments. The system sends an email notification to all labor employee resources with activity assignments that list the assignments. This button displays only if activity resource workflow is activated at the installation level.

Note. If you create more assignments or make changes to existing assignments, you can click the Notify Activity Resources button again and the system provides you the ability to notify all resources again or notify just the resources with new assignments.

Save as Template

Click to access the Save as Template page where you can specify a template name and create a project template that will save, as part of the template, the project team that includes assets, labor, material, and other resource classes.

Resources - Links

Project Estimate Summary	Click this link to access the Project Estimate Summary page, on which you can view a summary of activities and their associated work and cost estimates.
Manage Generic Resources	Click this link to access the Manage Generic Resources page, on which you can: Create and cancel resource requests in the Resource Management application for the project's generic resources. Review what progress is made toward filling the resource requests for generic resource placeholders on a project with a Resource Management-managed labor resource.
Master Resource Schedule	Click to access the Master Resource Schedule page on which you can view work and activity details for a resource. See Viewing Master Resource Schedules.
Supply Category Analytic	Click to access the Supply Category Analytic Select Resource Pools page on which you can select resource pools for the Display Supply Category Analytic Data page. See Defining Supply Category Analytics.
Resource Chart	Click this link to access the Schedule Chart page, which displays a Gantt chart that depicts scheduled resource usage. The Schedule Chart page appears as a new tab in the Resource component.

See Pricing Project Costs.

Working with Resource Details

Access the Resource Detail page.

Resource Detail

View Resource Calendar	Click this link to access the Monthly Schedule page in Resource Management where you can view the named resource's assignments and appointments for the month. This is available only for Resource Management-managed resources. See Viewing or Modifying Resource Schedules.
ID Number	Enter the unique identifier for a known resource. The system automatically populates the this field with Generic; do not change this value if the resource that you are adding is not recognized as a resource with a known ID. If you know the resource you are adding, select the ID for that resource. The resources that are available to you through the prompt are based on the resource class. You can select from a list of employee IDs for labor resources, item IDs for material resources, and asset IDs for asset resources. The differences between generic resources and named resources are: Generic resources can serve as placeholders that can be used to request named resources in Resource Management. On the Resources page, generic resources have the Express Search button available. When you click the Express Search button, the system invokes Resource Management's Express Search feature, which enables you to search for qualified employee ID-based resources to fill the generic resource slot. Generic resources cannot have assignments in Resource Management, because assignments require an employee ID.
Resource Name	Enter the name of the resource. The system automatically populates this field for resources for which you select an ID Number. For generic resources, enter a generic resource name, such as Technician 1, Database Administrator, or Computer.
Resource Pool	Select the resource pool to which the resource belongs. You can edit this field for generic resources, and it is read-only for named resources. If you do not select a resource pool, the system assigns the generic resource to the Unassigned Pool by default. This field appears only if you use Resource Management and is valid only for Resource Management labor resources.
Region	Select the resource's region. You can edit this field for generic resources, and it is display-only for named resources. This field appears only if you use Resource Management and is valid only for Resource Management labor resources.
Personnel Status	Select Employee or Non-Employee to indicate this resource's personnel status. This is applicable only for the labor resource class and only if Resource Management is installed. The field is editable for generic resources, and read-only for named resources.
Resource Class	Select Labor Resource, Asset Resource , Material Resource, or Other Resource . The value that you select for this field controls the values that you can enter in the resource information fields. This field is read-only for resources that already exist on the Resources page.
Email Notify for Status Change	If you are integrating with Microsoft Project, select this option to enable Microsoft Project to send email notifications about task status changes to the individual that is specified in the Email ID field. This field is not used by Program Management to send email notifications of activity status changes.
Email ID	Enter the email address of the individual to notify when the Email Notify for Status Change option is selected.

Cost

Rate Type	Select the method of determining the resource's cost per unit. For generic asset and material resources, the only valid value is Custom, and you must specify the cost per unit in the Rate field. For named asset resources, you can select Custom and specify the cost per unit in the Rate field or you can leave the field blank. If you the leave the field blank, the system uses the rate, UOM, and currency from Asset Management. For named material resources, you can have inventoried and non-inventoried materials. For inventoried materials, the rate type appears as blank and the system obtains the rate from Order Management. For non-inventoried materials, the only available option is Custom and you must specify a value in the Rate field. For labor resources, the system populates this field with the default that is specified on the Program Management Options page. You can select Custom to specify the rate, UOM, and currency or you can select Proj Role (project role), Jobcode, or Employee to obtain the standard rate that the organization establishes for each of these options. If you select any option other than Custom, the Rate field becomes view-only and displays the appropriate standard rate. The available rate types are based on the settings in the Rates group box on the Program Management Options page. See Defining Business Unit Options. For other resources, the only valid value is Custom, and you must specify the rate in the Rate field.
UOM (Unit of Measure)	Select the unit of measure by which the resource's cost rate is quoted. For labor resources using employee, project role, or job code rate types, hours is the only valid unit of measure. For labor resources using custom rate type, hours or days are the only valid units of measure. You can select any unit of measure for asset, material, and other resource classes. The UOM must be the same for the bill and cost rates. If the UOM is changed for one rate, the system automatically changes the UOM for the other rate to be the same and will clear out the rate value. You can edit this field only if both the cost and bill rate types are set to custom. If the rate types are not both custom, the non-custom rate type controls the UOM for both bill and cost.
Rate	Enter the cost rate per unit that is applied to determine the total cost of the resource. For asset, material and other resources, this is the monetary cost per unit. For labor resources, it is the cost per hour or day. For employee, project role, or job code rate types, if the resources standard rate is not defined as an amount per hour, the system converts it to a per-hour rate for the Resources page.
Cost Budget Item	Enter a cost budget item for the resource.
Copy Rates to Activities	Select to copy the currency, rate, and rate type changes from this page to the Resources by Activities page for each of this resource's activities. The system copies the data when you save.

Note. When you use this page to add resources to a project, the system automatically moves most of the resource data by default onto the Resources by Activity page. Therefore, if you enter values for the project role, unit of measure, rate type, rate, currency, and budget items by using this page, the system automatically populates the data for those values when you assign a resource to an activity by using the Resources by Activity page, which enables you to streamline resource deployments.

Bill

Revenue Budget Item

Displays the budget classification for the resource. This field is display-only and the system populates it with the value specified on the Project Costing Options page.

See Creating Project Business Units.

Assignment Schedule

This grid displays the resource's scheduled commitments to the project; project managers can add and delete scheduling rows to extend or shorten a resource's scheduled time on the project.

If the resource is managed in Resource Management click an Assignment ID to access the Assign Resource page in Resource Management, on which project managers can view and edit the details of the resource's assignment. The system generates only one assignment ID for a named resource for a project, regardless of the number of assignment schedules. If a resource has a cancelled or completed assignment and another assignment is requested, the new assignment has a new assignment ID and not the one of the cancelled or completed assignment.

If the project business unit requires management approval for new assignments or assignment date changes, then adding or modifying an assignment row triggers a PeopleSoft Workflow worklist approval item to the resource manager who is asking for approval of the assignment. Assignments that require approval appear in the Schedule Changes Pending Approval grid.

Resource Status

Displays the value of the resource status, which is based on the resource status on the Resources page for every resource. If the resource status on the Resource page is either Requested or Committed, the resource status of a newly added assignment schedule is Requested. Otherwise, the status is Considered.

Project Manager

Select to indicate that this resource is the project manager for the time period that covers the start and end dates.

Units

Enter the time percentage, based on the project calendar, that the resource is allocated to the schedule. The default value is 100.

Note. If the resource’s schedule is managed in Resource Management, a resource assignment for the specified number of hours and date range is created in Resource Management. Modifications to the Units field on this page trigger approval workflow, if assignment schedule change workflow is activated for the business unit options in Resource Management.

See Creating Assignments.

Schedule Changes Pending Approval

This grid appears only if the project business unit that is associated with the project activates the assignment approval required feature or date change approval required feature in Resource Management. The grid lists any schedule modifications that are made in the Assignment Schedule grid for assignments with an assigned status that are awaiting resource manager authorization. Until the resource manager approves the assignment, the new or modified schedule rows have a pending approval status on the assignment and are not editable on the Resource Detail page. The pending dates appear on the Resources page and on the assignment and resource's schedule in Resource Management.

The same assignment ID might appear more than once; this can occur when there is more than one Assignment Schedule Detail row for the same assignment. None of the assignment schedule date ranges can overlap.

If a new assignment is rejected, a warning indicator appears on the named resource row on the Resources page. If an assignment schedule change is rejected, the dates that are on the assignment, resource schedule, and project team revert to the original dates before the change.

Note. You can make assignment schedule changes directly in Resource Management or by using the Resource Detail page that is in Program Management. However, the only scheduling changes that appear in the Schedule Changes Pending Approval grid are those that you make by using the Resource Detail page. For a complete list of assignments that are pending approval, please refer to the Assign Resources component (RS_ASSIGNMENT) in Resource Management.

To avoid data conflicts, you should use either Resource Management or Program Management to modify assignments, but not both.

See Assigning Resources.

Activity List

This grid lists the project activities to which the resource is assigned.

Notified

Indicates whether the resource has been notified of an assignment. The check box displays a check mark if notification has been sent. This occurs when you click the Notify Activity Resources button on the Resources page.

Adding Resources to Activities

Add Resource to Activity

Click to access the Activity Team Assignment page, on which you can add the resource to one or more activities. This button does not appear if a change request is required for adding resources to activities, the resource is a labor resource, and you are not the current project manager.

Save Options

Save and add Another

Click for the system to:

Validate the data on the page.
Add the resource to the Resources page and save the resource schedules.
Reset the contents on the page.

Save

Click for the system to:

Validate the data on the page.
Add the resource to the Resources page and save the resource schedules.
Retain the values on the page.

Managing Generic Resources

Access the Manage Generic Resources page.

Click to expand all generic resources and their associated assignment data.

Click to collapse all generic resources and their associated assignment data.

Select the check box that is next to each generic resource for which to generate or cancel a service order resource request. The system creates or cancels resource requests for only the selected generic resources. The check box is available only if a service order resource request has not been submitted for the corresponding generic resource.

Expand the Assignments section to view all assignments that are found for the generic resource on the project resource list that are not yet assigned or reserved.

Create Resource Request	Click to create new resource requests for the selected generic resource.
Cancel Resource Request	Click to cancel any open resource requests that are for the selected generic resource.

Note. When a resource request is created for a generic resource, the generic resource data that is on the Resources page changes to display-only, and the Express Search button is no longer available.

For any individual project, you should not use both the Resources page and the Manage Generic Resources page to generate resource requests. These two processes for generating generic resource requests support two different business processes. The Resources page supports generating generic resource requests for internal Information Technology departments and the Manage Generic Resources page supports generating generic resource requests for service order oriented processes used by Professional Services Organizations.

Adding and Modifying Activity Resources

This section discusses how to:

Define activity resources.
View project estimates.

Pages Used to Add and Modify Resources

Page Name	Object Name	Navigation	Usage
Resources by Activity	PC_ARL	Program Management, Activity Definitions, Resources, Resources by Activity	View and edit resources that are assigned to an activity.
Project Estimate Summary	PGM_PROJ_EST_SUMM	Click the Project Estimate Summary link on the Resources page.	View a summary of activities with associated work and cost estimates.

Defining Activity Resources

Access the Resources by Activity page.

Activity

Select the activity for which to view, define, or modify resources.

Activity

Calculate	Specify the basis on which the activity's schedule is calculated. Options are: Duration: Select to have the system calculate duration by using the start and end date. You should not select this option if you select Fixed Duration in the Schedule Method field. End Date: Select to have the system calculate the end date by using the start date and duration. Start Date: Select to have the system calculate the start date by using the duration and end date. The option that you select for each activity depends on what information you already know about that activity. For example, you might know that based on a service-level agreement, an activity must start on a specific date. You might also know from experience that a resource can perform the activity in 35 days. Given that you know the start date and duration, you set the Calculate field to End Date, so that you do not have to manually count days on a calendar to derive the end date of the activity. This field does not appear if the activity date cascade calculation option on the Project General - Program Management page is set to Manual.
Schedule Method	Designates the method for calculating the variables that are involved in scheduling labor resources to an activity: work, duration, and units. The scheduling method determines which element of a schedule remains constant when any one of the scheduling variables (work, duration, or units) changes. Select one of these options: Fixed Duration: When a schedule is calculated or recalculated, the variable that remains constant is the total amount of time, measured in days, in which assigned resources must complete the activity. You should not select this option if you select Duration in the Calculate field. Fixed Units: When a schedule is calculated or recalculated, the variable that remains constant is the number of resource units that are assigned to the activity. Fixed Work: When a schedule is calculated or recalculated, the variable that remains constant is the total amount of work, measured in hours, that assigned resources require to complete the activity.
Duration in Days	Enter the number of days in which assigned resources must complete the activity
Labor Adjustment % (labor adjustment percentage)	Displays the labor adjustment percentage that the Pricing process uses to calculate new rows for projects that are created from proposals in Proposal Management if the rate option is AMN (Mark Up/Mark Down Labor). This field appears only if the project request originated from Proposal Management.
Non-Labor Adjustment % (nonlabor adjustment percentage)	Displays the nonlabor adjustment percentage that the Pricing process uses to calculate new rows for projects that are created from proposals in Proposal Management if the rate option is AML (Mark Up/Mark Down Nonlabor). This field appears only if the project request originated from Proposal Management.
View Class(es)	Select which resource class to view in the list of activities. Options are: All, Asset Resource, Labor Resource, or Material Resource.
Recalculate Schedule	Click after editing schedule-related fields in the component so that the system can use the new data to modify the activity schedule.

Work/Cost/Bill

This group box summarizes the data from the Resources grid.

Unit of Measure	Select the unit of measure in which to view the activity's work and cost information. Options are Work Hour or Person Day.
Work	Displays the sum of the work from the Resources grid in the units selected in the Unit of Measure field.
Actual Work	Displays the sum of the actual work values from the Resources grid in the units selected in the Unit of Measure field.
Remaining Work	Displays the sum of the remaining work values from the Resources grid in the units selected in the Unit of Measure field.
Total Cost	Displays the sum of the cost values from the Resources grid in the units selected in the Unit of Measure field.
Total Billable	Displays the sum of the bill amount values from the Resources grid in the units selected in the Unit of Measure field.
Bill Adjustment	Displays the amount that the total billable amount is adjusted by based on the percentages in the Labor Adjustment % and Non-Labor Adjustment % fields. This value is calculated as ((Total Billable (for labor resources) × Labor Adjustment %) + (Total Billable (for non-labor resources) × Non-Labor Adjustment %)). This field appears only if the project request originated from Proposal Management.
Total Bill Adjusted	Displays the adjusted billing amount, which is the sum of the values in the Total Billable and Bill Adjustment fields. This field appears only if the project request originated from Proposal Management.

When the activity schedule is recalculated, the system updates the Work, Actual Work, Remaining Work, and Total Cost fields.

Resources - Resource Tab

Notified	Indicates whether the resource has been notified of an assignment. The check box displays a check mark if notification has been sent. This occurs when you click the Notify Activity Resources button on the Resources page.
Resource Class	This field indicates that the resource belongs to one of these categories: Labor: Human resource. Material: Consumable resource (for example, lumber is a material resource). Asset: Nonhuman resource (for example, a computer is an asset resource). Other: Any other type of resource (for example, travel).
Resource Name	For asset or material resources, enter the description of an asset or material. For labor resources that are employees, enter the name or employee ID of the resource. To assign a generic, unnamed labor resource, enter the description of the generic resource, such as Technician 1 or Project Manager.
ID Number	Select a unique identifier for the resource. This field is applicable only for labor, asset, and material resources. The system automatically populates this with the employee's ID when it is entered in the Resource Name field.
Project Role	Select the job function that the resource is going to perform for the activity. This field applies only to labor resources.

Resources - Work Tab

Unit of Measure	Select the unit of measure by which the resource's cost rate is quoted. For labor resources using employee, project role, or job code rate types, MHR is the only valid unit of measure. For labor resources using custom rate type, MHR or MDY are the only valid units of measure. Asset and material resources typically use Each as the unit of measure, but they can use any available unit of measure that has been defined in the system. The UOM must be the same for the bill and cost rates. If the UOM is changed for one rate, the system automatically changes the UOM for the other rate to be the same and will clear out the rate value. You can edit this field only if both the cost and bill rate types are set to custom. If the rate types are not both custom, the non-custom rate type controls the UOM for both bill and cost.
Units	For labor resources, enter the time percentage, based on the project calendar, that the resource is allocated to the schedule. The default value is: The units percent value for that schedule in the Assignment Schedule grid on the Resource Detail page. The lowest units percent value of the assignment schedules for activities that span multiple assignment schedules. For asset and material resources, units indicate a count of the item in terms of the unit of measure. For example, if you have a material called bolts, and you enter bushels in the Unit of Measure field and 5 in the Units field, you are indicating that the activity requires 5 bushels of bolts.
Work	Enter the total number of hours or days that a resource is expected to participate in the selected activity. This field is available for labor resources only. When you first add a labor resource to an activity, the system determines the value for this field by: Determining the duration of the activity based on the UOM. When the UOM is MHR, the system converts the duration of the activity in days to business hours according to the project's standard work-hours-per-day setting. For custom rate types with an MDY UOM, the duration is in days. Obtaining the resource's units, which are 100 percent by default, and converting that to a decimal value. Multiplying the value of duration times the value of units to obtain the value of work in hours if the UOM is MHR or days if the UOM is MDY.. As each new labor resource is added, the system sums the value of remaining work from the other resources, distributes the summed value proportionally between the original resources and the new resource, and sets the new resource's work value equal to its remaining work value.
Actual Work	The number of hours that a resource actually works. This is a display-only field, and is relevant only to labor resources. The values that are in this field reflect any actual hours from approved Expenses time reports. Note. If you are using the Program Management integration with Microsoft Project, the Actual Work figure, which can be entered in Microsoft Project, is not permitted to upload to the PeopleSoft system. Note. To verify that the Actual Work values are current, you should run the Expenses to Project Costing Application Engine process (PC_EX_TO_PC) as often as you require time reports to be submitted. For example, if you require time reports to be submitted each week, you should run the Expenses to Project Costing Application Engine process each week. See Stage Time and Expense Reports.
Remaining Work	This is a display-only field, and is relevant only to labor resources. The system determines its value for a given labor resource by subtracting the value of actual work from the value of work. As each new labor resource is added, the system sums the value of remaining work from the other resources, distributes the summed value proportionally between the original resources and the new resource, and sets the new resource's work value to be equal to its remaining work value.
Baseline Work	Enter the number of hours or days that you expect the activity to require. As the project progresses, you can compare this to the actual work to determine the accuracy of the original baseline estimate.

Resources - Cost Tab

Rate Type	Select the method of determining the resource's cost per unit. For generic asset and material resources, the only valid value is Custom, and you must specify the cost per unit in the Rate field. For named asset and material resources, you can select Custom and specify the cost per unit in the Rate field or you can leave the field blank. If you the leave the field blank, the system uses the rate, UOM, and currency from Asset Management for asset resources or from Order Management for material resources. For labor resources, you can select Custom to specify the rate, or you can select either Proj Role (project role), Jobcode, or Employee to obtain the standard rate that the organization establishes for each of these options. If you select any option other than Custom, the Rate field becomes view-only and displays the appropriate standard rate. The available rate types are based on the settings in the Rates group box on the Program Management Options page. See Defining Business Unit Options.
Rate	The cost rate per unit that is applied to determine the total cost of the resource. For asset and material resources, this is the monetary cost per unit. For labor resources, it is the cost per hour or day.
Currency	Select the currency in which you are quoting the resource's rate.
Budget Item	Select a budget classification for the resource. This classification determines the general ledger account to which expenses that are related to this resource are charged. Note. Although you are not required to enter the budget item for each resource that you assign to an activity, it is strongly recommended. Having a budget item that is associated with each resource enables you to automatically load the cost of project resources to an appropriate account in Project Costing's project budgeting system, and both Program Management's and Project Portfolio Management's project request Costs page. (During setup of the system, you establish budget items, which includes assigning a general ledger account to each.) If a project manager builds a project estimate with the Resources by Activity page and does not enter budget items for the resources, costs load to project budgets and project requests with all costs summed into one number, which limits visibility into cost detail for users of the project budgets and project requests.
Cost	Displays the cost of the resource based upon other data that is entered. For assets and materials, the cost is determined by multiplying the rate by the units. For labor resources, the system generates cost by multiplying the rate times the hours or days that are specified in the Work field.

Resources - Bill Tab

Rate Type	Select the method of determining the resource's bill amount per unit. For generic asset and material resources, the only valid value is Custom, and you must specify the bill amount per unit in the Rate field. For named asset and material resources, you can select Custom and specify the bill amount per unit in the Rate field or you can leave the field blank. If you the leave the field blank, the system uses the rate, UOM, and currency from Asset Management for asset resources or from Order Management for material resources. For labor resources, you can select Custom to specify the rate, or you can select either Proj Role (project role), Jobcode, or Employee to obtain the standard rate that the organization establishes for each of these options. If you select any option other than Custom, the Rate field becomes view-only and displays the appropriate standard rate. The available rate types are based on the settings in the Rates group box on the Program Management Options page. See Defining Business Unit Options.
Rate	The bill rate per unit that is applied to determine the total billable amount of the resource. For asset and material resources, this is the monetary bill amount per unit. For labor resources, it is the bill amount per hour or day.
Currency	Select the currency in which you are quoting the resource's rate.
Bill Amount	Displays the bill amount of the resource based upon other data that is entered. For assets and materials, the bill amount is determined by multiplying the rate by the units. For labor resources, the system generates bill amounts by multiplying the rate times the hours or days that are specified in the Work field.

Additional Page Elements

Add Resource from Project

Click to access the Assign Resources from Project page, which lists the available project resources that can be assigned to the activity. The page is displayed as a new tab in the Resource component.

If a change request is required to add a resource to an activity and you are not the current project manager, you can select from only non-labor resources on the Assign Resources from Project page. Otherwise, you can select from all resources on the Assign Resources from Project page.

Create Work Order

Click to create a work order in Work Order Management. The Create Work Order button appears only if you have Work Order Management.

See Understanding Integration with Maintenance Management.

Viewing Project Estimates

Access the Project Estimate Summary page.

This grid lists the activities that comprise the project and displays the associated work and cost estimates for each activity. This page enables you to review at a glance all of a project's activities and the resources that are assigned to each activity.

Work/Cost	Displays the Work, Actual Work, Remaining Work, and Total Cost, which are summarized at the project level.
	Click the Expand Long icon to view details of the resources that are assigned to the activity.

Transferring Resource Assignments

This section provides and overview of resource assignment transfers and discusses how to:

Transfer assignments from one resource to another.
Confirm assignment transfers.

Understanding Resource Assignment Transfers

Use the Transfer Assignments feature to transfer future project and activity assignments from named resources to other named or generic resources. Any user that has access to the Transfer Resource Assignments page can perform a transfer, however, this is typically done by project managers, pool managers, resource managers, or pool administrators.

All future-dated project and activity assignments are available to transfer if:

A project assignment is future-dated, and therefore the project’s activities are future dated.

The system compares the earliest assignment start date with the current date to determine future-dated assignments.
An in-process project assignment contains activity assignments that are future-dated.
A future-dated project assignment does not contain any activity assignments.

Note. The system treats a future-dated activity that has transactions in the Project Transactions table (PROJ_RESOURCE) as an ongoing activity.

During the transfer process:

If the Transfer To resource does not already exist on the project or if the resource is not already assigned to an activity assignment that is transferred to them, the system assigns the UOM, bill rate type, cost rate type, cost budget item, and revenue budget item to the Transfer To resource’s project assignment based on the value of these fields on the Transferred From resource’s project assignment.
You can transfer a project manager role only to a named resource on the Resources page, and the new resource assumes the project manager role. You cannot transfer a project manager role to a generic resource.
If the transfer is from an activity owner, only named resources on the Resources page can inherit the activity owner designation for project activities.

When you transfer resource assignments using the Transfer Assignments page, you can:

Select project assignment rows only without selecting activities.
Select project assignment rows and activity assignment rows.
Select activities without selecting projects.

If the Transfer From resource is managed in Resource Management, and the project assignment is in a status other than Consider, the assignment is canceled as of the date specified on the page.

If the Transfer From resource’s project assignment is Consider, the system adds the Transfer To resource to the project in a Consider status.

If the Transfer From resource’s project assignment is in a Requested or Committed status, the Transfer To resource is added to the project in a Requested status. If Resource Management Assignment Approval workflow is enabled and the user that initiates the transfer is the only designated approver, such as the project manager or Transfer To resource's manager, the system initiates a process to update the status to Committed and create assignments for a Resource Management-managed resource. However, if the user that makes the transfer is not the manager of the Transfer To resource nor the project manager, and Resource Management Assignment Approval workflow is enabled, the system sets the status to Pending Approval and triggers Resource Management Assignment Approval workflow. The transfer process is the same for transferring a named resource to a named resource or a generic resource, except that the system does not create Resource Management assignments for a generic resource.

For future project and activity assignments, the system processes the transfers based on whether the Transfer To resource is on the selected project or activity and which projects or activities you select to transfer.

When the Transfer To resource is not on the selected project or activity:

If you select project assignment rows only without selecting activities, the system:
- Adds the resource to the project with the same assignment schedule dates and units as that of the Transfer From resource.
- Creates all of the assignment schedules with the same percent of day for the Transfer To resource if multiple assignment schedules exist.
- Does not remove the Transfer From resource from the project as the resource still has activity assignments.
If you select project assignment rows and activity assignment rows, the system:
- Adds the Transfer To resource to the project with the same assignment schedule dates and units as that of the Transfer From resource.
- Adds the resource to the selected activities with the same percent of day as the Transfer From resource.
- Removes the Transfer From resource from the project and activity teams.
- Cancels the Resource Management assignments as of the date that the transfer occurs, if the Transfer From resource is a Resource Management-managed resource.
If you select activities without selecting projects, the system:
- Adds the Transfer To resource to the project with the earliest start date and the latest end date of the selected activities and 100 for the units value.
- Adds the Transfer To resource to the selected activities with the same units value as the Transfer From resource.
- Removes the Transfer From resource from the activity team, but not the project team.
- Creates a new Resource Management assignment if the Transfer To resource is a Resource Management-managed resource. The primary project role will be the same as the Transfer From's project role and the assignment dates are the start date of the earliest activity start dates and the end date of the latest activity end date.

When the Transfer To resource is on the selected project but is not on the activity:

If you select project assignment rows only without selecting activities and the project assignment dates of the Transfer To resource occur within the range of the project assignment dates of the Transfer From resource, the system updates the project assignment dates of the Transfer To resource to reflect the Transfer From resource's project assignment dates of the selected project.

If the Transfer From resource's project assignment dates occur within the range of the Transfer To resource's project assignment dates, the system does not update the Transfer To's project assignment dates.

If the project assignment dates for the Transfer From and Transfer To resources do not overlap, the system creates a new assignment schedule, project role and units value that matches the values of the Transfer From resource. If the resource is a Resource Management-managed resource, the system creates a new assignment detail row with the new dates, role, and units.
If you select project assignment rows and activity assignment rows and the Transfer To resource's project assignment dates occur within the Transfer From resource's project assignment dates, the system updates the Transfer To resource's project assignment dates to reflect the Transfer From resource's project assignment dates of the selected project and adds the Transfer To resource to the selected activities.

If the project assignment dates for the Transfer From and Transfer To resources do not overlap, the system creates a new assignment schedule, project role, and percent of day value that matches the values of the Transfer From resource. If the resource is a Resource Management-managed resource, the system creates a new assignment detail row with the new dates. In addition, the system adds the Transfer To resource to the selected activities.
If you select activities without selecting projects, the system adds the Transfer To resource to the selected activities.

When the Transfer To resource is on the selected project and activities:

If you select project assignment rows only without selecting activities and the project assignment dates of the Transfer To resource occur within the range of the project assignment dates of the Transfer From resource, the system updates the project assignment dates of the Transfer To resource to reflect the Transfer From resource's project assignment dates of the selected project.

If the Transfer From resource's project assignment dates occur within the range of the Transfer To resource's project assignment dates, the system does not update the Transfer To's project assignment dates.

If the project assignment dates for the Transfer From and Transfer To resources do not overlap, the system creates a new assignment schedule, project role and percent of day value that matches the values of the Transfer From resource. If the resource is a Resource Management-managed resource, the system creates a new assignment detail row with the new dates.
If you select project assignment rows and activity assignment rows and the Transfer To resource's project assignment dates occur within the Transfer From resource's project assignment dates, the system updates the Transfer To resource's project assignment dates to reflect the Transfer From resource's project assignment dates of the selected project.

If the project assignment dates for the Transfer From and Transfer To resources do not overlap, the system creates a new assignment schedule, project role, and percent of day value that matches the values of the Transfer From resource. If the resource is a Resource Management-managed resource, the system creates a new assignment detail row with the new dates.
If you select activities without selecting projects, the system does not change the Transfer To resource's data as the Transfer To resource already exists on the selected project and activities.

For ongoing projects with future activity assignments, the system processes the transfers based on whether the Transfer To resource is on the selected project or activity.

When the Transfer To resource is not on the selected project or activity and you select to transfer activities, the system:

Adds the Transfer To resource to the project with the earliest start date and the latest end date of the selected activities with a Units value of 100.
Adds the Transfer To resource to the selected activities with the same Units value as that of the Transfer From resource.
Create a new Resource Management assignment for this project with the same primary project role as the Transfer From resource, if the Transfer To resource is a Resource Management-managed resource.

The assignment dates are the start date of the earliest activity start date and the end date of the latest activity end date.

When the Transfer To resource is on the selected project but is not on the activity and you select to transfer activities, the system adds the resource to the selected activities with the same Units value as the Transfer From resource.

When the Transfer To resource is on the selected project and activities and you select to transfer activities, the system does not change the Transfer To resource's activity schedule.

Important! Take special care when you transfer assignments to resources that are already assigned on the same project. A number of complex scenarios exist that require manual intervention that the system cannot resolve. You have to manually resolve many issues like project role, bill and cost rates, and units percentage.

Pages Used to Transfer Resource Assignments

Page Name	Object Name	Navigation	Usage
Transfer Assignments	RS_TRNSFR_ASSGNMNT	Program Management, Project Definitions, Transfer Assignments, Transfer Assignments	Transfer assignments from one resource to another.
Transfer Assignments Confirmation	RS_TRNSASSGN_CONFM	Click the Transfer Assignment button on the Transfer Assignments page.	Review the changes that the system will make as a result of the assignment transfer and confirm that you want to make the assignment transfer from one resource to another.
Update Confirmation	RS_UPDASSGNS_CONFM	Click the OK button on the Transfer Assignments Confirmation page.	View the assignment transfer confirmation and any errors that occurred during the transfer.

Transferring Assignments from One Resource to Another

Access the Transfer Assignments page.

Resource Name

Enter the name of the resource from which you would like to transfer an assignment. You must enter a resource name to search for assignments. The resource must be a named resource on a project.

PC Business Unit (project costing business unit)

Optionally enter a business to filter the project assignments to that business unit for the resource. This field appears only if the resource that you enter in the Resource Name field has assignments in more than one business unit.

Project

Optionally enter the project to view project assignments for the resource.

Search

Click to display the assignments in the Future Project/Activity Assignments grid that have been assigned to the resource that you entered in the Resource Name field.

Select the resource’s project and activity assignments that you want to transfer. Selecting a project automatically selects the project’s future-dated activity assignments. You cannot select ongoing projects (the check box is not available for selection) but you can select future activity assignments on ongoing projects.

Project/Activity

Displays the project or activity description. The project and activity descriptions appear as links. Click a <project description> to access the Resources page for that project in a new browser window on which you can view and update details for the project team. Click an <activity description> to access the Resources By Activity page for that activity in a new browser window on which you can view and update details for the activity schedule.

Status

Displays status values from the Resources page only on project assignment rows.

Start Date and End Date

Displays the earliest start date and latest end date of project assignments on project rows. The start date and end date of activities appear on activity rows.

Duration in Days

Displays the activity duration.

Work Hrs (work hours)

Displays the value from the Work column on the Resources by Activity page.

Remaining Work Hrs (remaining work hours)

Displays the value from the Remaining Work column on the Resources by Activity page.

Select All and Clear All

Click to select or clear all of the available rows in the Future Project/Activity Assignments grid.

Transfer to Resource

Enter a generic or named resource to which you want to transfer the assignments. For named resources, the system prompts for employee IDs from the Personal Data (PERSONAL_DATA) table.

View Resource Schedule

Click to transfer to the Monthly Schedule page for the resource in the Transfer to Resource field. This link is visible only if the resource is a Resource Management-managed resource.

Transfer Assignments

Click to transfer the assignments from the Transfer From resource to the Transfer To resource. When you click this button, the system transfers you to the Transfer Assignments Confirmation page.

Ongoing Project/Activity Assignments

The Ongoing Project/Activity Assignments grid displays all of the ongoing project and activity assignments for the selected resource. The columns in this grid are the same as the columns in the Future Project/Activity Assignments grid, with the addition of the Percent Complete column, which displays the percent complete of the project activity. This grid is display-only and these assignments are not available for transfer.

Confirming the Assignment Transfer

Access the Transfer Assignments Confirmation page.

Review and verify the list of assignments that the system will transfer when you click OK. If you do not want to transfer all of the assignments that are in the grid, click Cancel.

Start Dateand End Date	Displays the assignment schedule start and end dates from the Resource detail page.
Units	Displays the units percentage from Assignment Schedule grid on the Resource detail page.
Project Role	Displays the project role from Assignment Schedule grid on the Resource detail page.
Status	Displays the value from the Resource Status column on the Resources page. However, if the Transfer From resource's status is Committed, Resource Management Assignment Approval workflow is turned on, the Transfer to Resource is a Resource Management-managed resource, and the user is not the manager of the Transfer To resource, the system sets the status to Pending Approval and initiates Resource Management Assignment Approval workflow. If the user is the manager of the Transfer To resource, then the value is Committed.
Cost Rate Type and Bill Rate Type	Displays the cost and bill rate types from the Resources page. If the Transfer To resource is not already on the project, the system sets the cost and bill rate types for the Transfer To resource the same as that of the Transfer From resource. Situations exist when this is not possible, for example: The Transfer From resource rate type is Employee and this rate type is not defined for the Transfer To resource. The Transfer To resource is a generic resource and the Transfer From resource’s rate type is not valid for generic resources. In these situations, the system sets the rate type to the default rate type for the Transferred To resource type (named resource or generic resource) that is defined on the Program Management Options page. See Establishing Program Management Business Unit Options.
Cost Rate and Billing Rate	Displays the cost and bill rates from the Resources page. If the Transfer To resource is not already on the project, the system sets the cost rate and bill rate based on the Transfer From resource’s cost rate type and bill rate type. If the cost or bill rate type is Custom, then the system sets the cost and bill rates of the Transfer To resource to the same value as the Transfer From resource.

Working with Master Resource Schedules

This section discusses how to:

Set up master resource schedules.
Select multiple projects.
Select multiple resources.
View master resource schedules.
View resource graphs.
View resource workload statistics.

Pages Used to Work with Master Resource Schedules

Page Name	Object Name	Navigation	Usage
Master Resource Schedule (selection parameters)	PGM_MRS_SPARAM_PG	Program Management, Program Tools, Master Resource Schedule, Master Resource Schedule (selection parameters)	Specify the resources and projects to appear on the Master Resource Schedule page.
Multiple Project Selection	PGM_MRS_MPROJ	Click the Search Projects button from the Master Resource Schedule (selection parameters) page.	Select the projects to view on the Master Resource Schedule page.
Multiple Resource Selection	PGM_MRS_MRES	Click the Select Resources button from the Master Resource Schedule Parameters page.	Select the resources to view on the Master Resource Schedule page.
Master Resource Schedule	PGM_MRS_SCHED	Click the View Master Resource Schedule button from the Master Resource Schedule Parameters page. Click the Master Resource Schedule link on the Resources page. The system generates the grid for only the named resource with a workload scope of a single project.	View the daily workload of all resources in a workload scope. View the activity detail and work that is associated with each resource, project, and activity.
Resource Workload Statistics	PGM_WSTATS	Click the Resource Workload Statistics link from the Master Resource Schedule page.	View summary statistics for the resources from the Master Resource Schedule page.
View Resource Graph	PGM_MRS_GRPH	Click a resource name on the Master Resource Schedule page.	View a vertical bar chart of a resource's workload by day.

Setting Up Master Resource Schedules

Access the Master Resource Schedule (selection parameters) page.

View Schedule From

Enter the date from which you want to generate the master resource schedule. The current date appears by default.

Display Project ID

Select to display the project ID on the Master Resource Schedule page.

Display Activity ID

Select to display the activity ID on the Master Resource Schedule page.

Group By

Select an option by which to group the results on the Master Resource Schedule page. Options are:

Daily: Displays the resource workload by day.

Weekly: Displays the resource workload by week.

Monthly: Displays the resource workload by month.

View Master Resource Schedule

Click to generate the master resource schedule after you select scope options and resource options on this page. The system transfers you the Master Resource Schedule page on which you can view the workload for the resources based on the scope and resource options that you select. The system saves the search criteria that you have entered when you click this button, so you can re-access the master resource schedule without reentering the search criteria.

Scope Options

Single Project	Select to view the master resource schedule for a single project. You must enter a project ID in the Project field if you select this option.
Project	Enter the project ID for which to display the master resource schedule. This field appears only when you select the Single Project option.
Single Program	Select to view the master resource schedule for an entire program. You must enter a program ID in the Program ID field when you select this option. You can select the program from the Enterprise Program tree by clicking the Select from Enterprise Program Tree link.
Program ID	Enter the program ID for which to display the master resource schedule. This field appears only when you select the Program ID option.
Multiple Projects	Select to view the master resource schedule for multiple projects. Click the Search Project button that appears when you select this option, to select the projects that you want to view on the master resource schedule.
Search Project	Click to access the Multiple Project Selection page on which you select the projects to view on the master resource schedule. The system lists the projects that you select in the Currently Selected Projects grid. See Selecting Multiple Projects.
Currently Selected Projects	Displays the search results from the Multiple Project Selection page in a grid format.
Enterprise Wide	Select to view the master resource schedule for all of the active and pending projects in the business unit that you specify. You can exclude all active projects or all pending projects from the view by selecting Active or Pending from the Exclude Projects With Status drop-down list.
Exclude Projects With Status	Select Active or Pending from the drop-down list to exclude all active projects or all pending projects, respectively. To show projects in both statuses, leave this field blank.

Resource Options

Project Resources	Select to display all of the resources on all of the projects that you selected in the Scope Options group box on the master resource schedule.
Selected Resources	Select to view the master resource schedule for specific resources. Click the Select Resources button that appears when you select this option, to select the resources that you want to view on the master resource schedule.
Select Resources	Click to access the Multiple Resource Selection page on which you select the resources to view on the master resource schedule. The system lists the resources that you select in the Currently Selected Projects grid. See Selecting Multiple Resources.
Currently Selected Resources	Displays the search results from the Multiple Resource Selection page in a grid format.
Department Resources	Select to view the master resource schedule for a single department. You must enter a department ID in the Department field when you select this option. All of the resources that this department contains will display on the master resource schedule, even if they are not assigned to any of the projects that you selected in the scope options.
Department	Enter the department ID that contains the resources to display in the master resource schedule. This field appears only when you select the Department Resources option.
Resource Group(radio button)	Select to view the master resource schedule for a resource group. All of the resources in the resource group will display on the master resource schedule, even if they are not assigned to any of the projects that you selected in the scope options. You must enter a resource group ID in the Resource Group field when you select this option.
Resource Group	Enter the resource group ID for which to display in the master resource schedule. This field appears only when you select the Resource Group option.

Selecting Multiple Projects

Access the Multiple Project Selection page.

Search By

Select a value by which to search for projects. Options are:

Description: Enter a description in the Description field and click Search to search for projects by description.

Project ID: Enter a project ID in the Project ID field and click Search to search for projects by project ID.

Status: Select Active or Pending to search for projects by processing status.

Select to include this project in the list of projects to include in the master resource schedule.

Search Results

Select the project in the Search Results grid to move to the Selected Projects grid. The selected projects will be included in the master resource schedule.

You can iteratively change the search criteria and select additional projects to move to the Selected Projects grid.

Selected Projects

Lists the projects that will appear in the Currently Selected Projects grid on the Master Resource Schedule (selection parameters) page after you click OK.

All of the selected projects remain in the grid until you manually remove them or generate the master resource schedule based on a different scope option.

Selecting Multiple Resources

Access the Multiple Resource Selection page.

Search By

Select a value by which to search for resources. Options are:

Employee ID: Enter an employee ID in the Employee ID field and click Search to search for resources by employee ID.

First Name: Enter a full or partial first name in the First Name field and click Search to search for resources by first name.

Last Name: Enter a full or partial last name in the Last Name field and click Search to search for resources by last name.

Search Results

Select the resource in the Search Results grid to move to the Selected Resources grid. The selected resources will be included in the master resource schedule.

You can iteratively change the search criteria and select additional resources to move to the Selected Resources grid.

Selected Resources

Lists the resources that will appear in the Currently Selected Resources grid on the Master Resource Schedule (selection parameters) page after you click OK.

All of the selected resources remain in the grid until you manually remove them or generate the master resource schedule based on a different resource option.

Viewing Master Resource Schedules

Access the Master Resource Schedule page.

The business unit, projects, and resources that were used for generating the master resource schedule appear in the header. This page displays the workload for all of the resources based on the selection parameters that you entered on the Master Resource Schedule (selection parameters) page, even if they are not assigned to a project. The initial display of the master resource schedule is based on the latest of these dates:

The earliest resource assignment date on the projects in the workload scope.
The date that you entered in the View Schedule From field on the Master Resource Schedule (selection parameters) page.

If Resource Management is installed, the system uses rows from Resources page in the statuses of Committed and Requested to generate the master resource schedule. If Resource Management is not installed, the system uses all of the rows from the Resources page to generate the master resource schedule. Generic Resources do not appear on the Master Resource Schedule.

Click the blue First, Previous, Next, and Last navigation arrows to scroll horizontally through the period rows or vertically through the resource rows. A plus or minus symbol appears next to the resource name if that resource is assigned to a project, and the symbols appear next to the project description if the resource is assigned to an activity on that project. Click the plus and minus symbols to expand or collapse the projects under a resource or the activities under a project.

Resource Workload Statistics	Click to access the Resource Workload Statistics page on which you can view summary statistics for the resources.
View Week Ofand View	Enter a specific date in the View Week Of field for the week that you want to view and click the View button to change the view of the master resource schedule. You can only view the Master Resource Schedule for dates in between the start and end dates of the selected projects
Resource Name	Displays the selected resources and the projects and activities to which the resource is assigned. The values are: <Employee name (employee ID)>: Click to transfer to the View Resource Graph page on which you can view a graph of the resource's workload by day. The link works only if the resource is a Resource Management-managed resource. <Project description (project ID)>: Click to transfer to the Resource Detail page where you can view and update the assignment schedule for the resource. The project ID appears after the project description only if you select the Display Project ID option on the Master Resource Schedule (selection parameters) page. The project row appears only if the resource is assigned to a project. <Activity description (activity ID)>: Click to transfer to the Resources by Activity page on which you can view and update the activity details and schedule. The activity ID appears after the activity description only if you select the Display Activity ID option on the Master Resource Schedule (selection parameters) page. The activity row appears only if the resource is assigned to an activity.
	Indicates that the resource is overloaded. Move your mouse over the indicator to see the date range for which the resource is overloaded. The overloaded indicator is calculated based on the latest of these dates: The resource's earliest assignment date on the projects in the workload scope. The date that you entered in the View Schedule From field on the Master Resource Schedule (selection parameters) page. The system uses these rules to determine if a resource is overloaded: If the resource is assigned to a project on a day that is not a standard working day for that resource. If the workload scope is a single project, the system calculates the overload for all resources based on the hours per day defined for the project. If a resource is assigned to activities that add up to more hours per day than the project, the resource is overloaded. If the workload scope contains multiple projects, the system checks to see if a resource is overloaded only for Resource Management-managed resources. The system calculates the overload based on the standard work hours per day from Resource Management. If a resource is assigned to activities that total more than the resource's standard work hours per day, then they are overloaded.
Work (Hrs) Work (Hours)	Displays the total workload, in hours, for the scope that you defined on the Master Resource Schedule (selection parameters) page for each of these rows: Resource row work hours are calculated based on the sum of the hours for all of the project activities in the workload scope to which the resource is assigned. Project row work hours are calculated based on the project assignment schedule from the Resource Detail page. The daily workload is calculated based on the Hours Per Day value that is defined in the Program Management tab in Project General component, multiplied by the Units value on the Resource Detail page. Activity row work hours are calculated based on the hours for the activity to which the resource is assigned.
Period (Hrs) (Hours)	Displays the amount of workload hours for the particular period. The system displays the period columns divided into days, weeks, or months depending on the group by option that you selected on the Master Resource Schedule (selection parameters) page. The system uses the project calendar that is specified on the Project General - Program Management page for the project to determine which days to display workload hours. The system displays the workload hours for the days that the resource is assigned on the project based on the normal business days that are defined on the project calendar. For example, if the project has a calendar with normal business days of Monday, Wednesday, and Friday, the workload hours appear only for Mondays, Wednesdays, and Fridays for each resource that is assigned to an activity on this project.

Viewing Resource Graphs

Access the View Resource Graph page.

The resource graph is a vertical bar chart that shows the resource's workload by day. The bar for each day represents the total units from the Resources by Activity page for each project activity that is included in the scope. The system renders the graph based on page from which you accessed it and the scope. This table lists the different pages from which you can access the View Resource Graph page and how the segments are calculated based on the scope:

Page from with you accessed the View Resource Graph	Scope	Segment Calculation
Master Resource Schedule	Single project.	The segments are calculated based on the hours per day that are defined for the project.
Master Resource Schedule	Multiple projects.	The segments are calculated based on the standard work hours per day, which are calculated from Resource Management.
Resources	Single Project (the project that you used to access the Resources page.)	The segments are calculated based on the hours per day that are defined for the project.

If the workload is greater than 100 percent, the resource is overloaded, which appears as a red segment in the graph.

Click the blue Scroll Left and Scroll Right navigation arrows to scroll horizontally through the days.

Viewing Resource Workload Statistics

Access the Resource Workload Statistics page.

The business unit, workload, resources, and currency display in the header. The workload and resource scope is the same as what you defined for the master resource schedule. The system uses the business unit default currency.

Team Member	Displays the employee ID of the resource.
% Project Workload (Project workload percentage)	Displays the percent of the total project workload to which each resource is assigned, which is calculated as ((Resource workload) ÷ (Project workload)) × 100. For example, if a resource is assigned a total workload of 40 hours and the total project workload is 160 hours, the project workload percentage for that resource is 25 percent.
% Utilization (Utilization percentage)	Displays the utilization percentage of a resource within the workload scope, calculated as (Resource's total workload) ÷ (Resource's total capacity) × 100.
Resource Cost	Displays the project total cost for the resource, calculated by summing the values in the Cost column on the Resource by Activity page.
% Project Cost (project cost percentage)	Displays the projected percent of the total project cost, which is calculated as ((Resource's cost) ÷ (Total project cost)) × 100.

Analyzing Resource Lists

This section discusses how to analyze a resource list.

Page Used to Analyze Resource Lists

Page Name	Object Name	Navigation	Usage
Resource List Analysis	PC_EA_RESOURC_LIST	Program Management, Interactive Reports, Resource List	Uses search criteria to display resource statistics about the projects that meet the criteria.

Analyzing a Resource List

Access the Resource List Analysis page.

Enter the necessary search criteria to filter projects. Click the Search button for the system to retrieve and display a list of projects and their resource statistics. Click the Reset button to reinstate the page's default values.

Project	Click a link in this column to access the project's Resources page to view and edit resource details.
Total Number of Resources	Total number of labor resources that are on the project's team, including assigned, unassigned, past, and present team members.
Number of Named Resources	Number of resources who are identified by employee ID. Generic resources are not included in this total.
Number of Extensions	Number of times that resources are extended beyond their original end dates in Resource Management.
Number of Early Removals	Number of times that resources are removed earlier than their original end dates in Resource Management. If the same employee is removed early more than once, each removal is counted.

Viewing the Resource Workbench

This section provides an overview of the Resource Workbench and discusses how to use the Resource Workbench page.

Understanding the Resource Workbench

This page displays lists of this data:

Project activities to which the resource is assigned.

When you access this page, all of the resource's current project activities appear. You can filter the list of activities based on a date range or status.
Any status reports, issues, or deliverables that are assigned to the resource.
Last five time reports, which are sorted by the creation date in descending order.
Last five expense reports, which are sorted by the creation date in descending order.

Page Used to View the Resource Workbench

Page Name	Object Name	Navigation	Usage
Resource Workbench	PC_RSRC_WKBNCH	Program Management, Project Management, Resource Workbench	View a summary of an individual resource's involvement with one or more projects.

Viewing the Resource Workbench

Access the Resource Workbench page.

From Dateand To Date

Enter dates to restrict the project activities that appear in the Assignments grid. The system uses the current date as the default for the From Date.

Show Status

Select to filter the project activities that appear in the Assignments grid to a specific status. This status is the resource status from at the project resource level. Options are:

All: This is the default value.

Committed

Completed

Requested

Refresh

Click to refresh the project activities that appear in the Assignments grid after entering a value into the From Date or To Date field or selecting a status from the Show Status drop-down list.

View Chart

Click to access the Resource Workbench - Gantt Chart page on which you can view your project schedule.

Go To

Select from these options:

Create Expense Report: Transfers you to the Create Expense Report component in Expenses on which you can view pending expense reports or create a new expense report.

Create Time Report: Transfers you to the Create Time Report component in Expenses on which you can view pending time reports or create a new time report.

This field appear only if you have Expenses installed.

Assignments - Details

When you access this page, all of the resource's current project activities appear in the Assignments grid. You can filter the results using the From Date, To Date and Show Status fields.

Activity	Displays the activity ID as a link to the Activity - General Information page on which you can view or update activity details.
%Complete (percent complete)	Displays the percentage of the activity that is complete. This field is display-only.

Assignments - Work

Units	Displays the percentage of the resource's time that is assigned to this activity.
Assigned Work	Displays the amount of hours that this resource is scheduled to work on this assignment.
Actual Work	Displays the amount of approved hours from Expenses for which this resource has entered time.
Remaining Work	Displays the amount of time that is left to complete this activity.

Status Reports, Issues, and Deliverables

The system displays any status reports, issues, or deliverables that are assigned to the resource. Click a link in the appropriate column to display the details of a status report, issue, or deliverable. There is no search record prompt to access the page, as it only shows data about the user who logs on and navigates to the page.

Last 5 Time Reports

The system displays the five most current time reports. Click a <Time Report ID> link to access the View Time Report page on which you can view details of the time report.

Last 5 Expense Reports

The system displays the five most current expense reports and expense reports. Click a <Report ID> link to access the View Expense Report page on which you can view details of the expense report.

	Click to expand all generic resources and their associated assignment data.
	Click to collapse all generic resources and their associated assignment data.
	Select the check box that is next to each generic resource for which to generate or cancel a service order resource request. The system creates or cancels resource requests for only the selected generic resources. The check box is available only if a service order resource request has not been submitted for the corresponding generic resource.

Resource Name	Enter the name of the resource from which you would like to transfer an assignment. You must enter a resource name to search for assignments. The resource must be a named resource on a project.
PC Business Unit (project costing business unit)	Optionally enter a business to filter the project assignments to that business unit for the resource. This field appears only if the resource that you enter in the Resource Name field has assignments in more than one business unit.
Project	Optionally enter the project to view project assignments for the resource.
Search	Click to display the assignments in the Future Project/Activity Assignments grid that have been assigned to the resource that you entered in the Resource Name field.
	Select the resource’s project and activity assignments that you want to transfer. Selecting a project automatically selects the project’s future-dated activity assignments. You cannot select ongoing projects (the check box is not available for selection) but you can select future activity assignments on ongoing projects.
Project/Activity	Displays the project or activity description. The project and activity descriptions appear as links. Click a <project description> to access the Resources page for that project in a new browser window on which you can view and update details for the project team. Click an <activity description> to access the Resources By Activity page for that activity in a new browser window on which you can view and update details for the activity schedule.
Status	Displays status values from the Resources page only on project assignment rows.
Start Date and End Date	Displays the earliest start date and latest end date of project assignments on project rows. The start date and end date of activities appear on activity rows.
Duration in Days	Displays the activity duration.
Work Hrs (work hours)	Displays the value from the Work column on the Resources by Activity page.
Remaining Work Hrs (remaining work hours)	Displays the value from the Remaining Work column on the Resources by Activity page.
Select All and Clear All	Click to select or clear all of the available rows in the Future Project/Activity Assignments grid.
Transfer to Resource	Enter a generic or named resource to which you want to transfer the assignments. For named resources, the system prompts for employee IDs from the Personal Data (PERSONAL_DATA) table.
View Resource Schedule	Click to transfer to the Monthly Schedule page for the resource in the Transfer to Resource field. This link is visible only if the resource is a Resource Management-managed resource.
Transfer Assignments	Click to transfer the assignments from the Transfer From resource to the Transfer To resource. When you click this button, the system transfers you to the Transfer Assignments Confirmation page.

View Schedule From	Enter the date from which you want to generate the master resource schedule. The current date appears by default.
Display Project ID	Select to display the project ID on the Master Resource Schedule page.
Display Activity ID	Select to display the activity ID on the Master Resource Schedule page.
Group By	Select an option by which to group the results on the Master Resource Schedule page. Options are: Daily: Displays the resource workload by day. Weekly: Displays the resource workload by week. Monthly: Displays the resource workload by month.
View Master Resource Schedule	Click to generate the master resource schedule after you select scope options and resource options on this page. The system transfers you the Master Resource Schedule page on which you can view the workload for the resources based on the scope and resource options that you select. The system saves the search criteria that you have entered when you click this button, so you can re-access the master resource schedule without reentering the search criteria.

From Dateand To Date	Enter dates to restrict the project activities that appear in the Assignments grid. The system uses the current date as the default for the From Date.
Show Status	Select to filter the project activities that appear in the Assignments grid to a specific status. This status is the resource status from at the project resource level. Options are: All: This is the default value. Committed Completed Requested
Refresh	Click to refresh the project activities that appear in the Assignments grid after entering a value into the From Date or To Date field or selecting a status from the Show Status drop-down list.
View Chart	Click to access the Resource Workbench - Gantt Chart page on which you can view your project schedule.
Go To	Select from these options: Create Expense Report: Transfers you to the Create Expense Report component in Expenses on which you can view pending expense reports or create a new expense report. Create Time Report: Transfers you to the Create Time Report component in Expenses on which you can view pending time reports or create a new time report. This field appear only if you have Expenses installed.