Defining PeopleSoft Resource Management Business Units

This chapter provides an overview of Resource Management business units and discusses how to:

Define Resource Management business units.
Establish human resources (HR) business units without PeopleSoft Human Resources Management (PeopleSoft HRMS).

Understanding Resource Management Business Units

This section lists prerequisites and discusses:

Resource Management business units.
Project business units.
HRMS business units.

Prerequisites

Complete these tasks before defining Resource Management business units:

Establish setIDs.
Establish record groups.
Define at least one project business unit and project integration template.
Update TableSet controls.

Resource Management Business Units

Resource Management requires that you establish business unit definitions and options. The steps are:

Define the Resource Management business unit and assign a project integration template.

You must assign a project integration template to create projects from Resource Management.
Specify Resource Management business unit options.

If you do not integrate with HRMS, the Resource Management business units populate the HR Business Unit table (BUS_UNIT_TBL_HR).

If you use HRMS, the HR business units that you set up in HRMS are available to Resource Management.

You can specify business unit options for service order workflow, assignment approval workflow, and email notifications for assignment processing workflow.

Service Order Routing and Notification Workflow

Service order workflow options control service order routing and notification features. Each service order is keyed by a business unit. Resource Management determines which set of business unit options to use for a given service order by looking up the setID associated with the service order's business unit. Service orders that belong to one business unit can use different service order workflow options than service orders that belong to another business unit.

Assignment Approval Workflow

Assignment workflow options control resource assignment approval features.

Each assignment is associated with a project business unit. Resource Management determines which set of business unit options to use for a given assignment by looking up the setID associated with the assignment's business unit. Assignments that belong to one business unit can use different assignment approval options than assignments that belong to another business unit.

In addition, assignments are subject to approval by either a supervisor or a pool manager. If you manage your resources using resource pools, select approval by pool manager and ensure your pools are set up with a pool manager.

Note. For all resources, you must enter a supervisor on the Update Employee Data - Employee Job page before you can use workflow to send assignments for approval or notification to the supervisor.

Assignment Processing Email Notification Workflow

Email notification options define the routing of email notifications during assignment processing. You can also specify whether the resource, resource's manager (either his or her pool manager or supervisor), and project manager are notified when a resource's schedule or assignment status changes. You can also select the statuses that trigger the assignment status change notification.

Project Business Units

In Resource Management, the Project Business Unit field (BUSINESS_UNIT) is used to determine the list of valid projects and customers that you can associate with an assignment or service order. It also controls workflow and assignment approval options. You must establish a project business unit regardless of whether you install PeopleSoft Project Costing or PeopleSoft Program Management. If the organization has already created project business units, Resource Management can use them as defined.

You must also specify a project integration template. Integration templates are used in PeopleSoft Resource Management when you create a project from the Service Order component (RS_SERVICE_ORDER).

PeopleSoft HRMS Business Units

In Resource Management, the system uses the HR business unit to associate resources with organizational units. Even if you don't integrate with PeopleSoft HRMS, you must establish HR business units.

When you implement PeopleSoft Resource Management with PeopleSoft HRMS, you create a system of business unit and setID functionality that matches the way you manage processes related to both resources and HR. The system must also handle the integration issues of using multiple applications.

If you are defining the business organization for PeopleSoft Resource Management and PeopleSoft HRMS for the first time, you must establish business units and setIDs for both applications.

If the organization uses PeopleSoft HRMS to manage employee data, consider using the same business units in the Resource Management database and the HRMS database. A one-to-one correlation between HRMS and Resource Management business units simplifies organizational structure, business rules, and processing.

Defining PeopleSoft Resource Management Business Units

To define Resource Management business units, use the Business Unit Definition component (RS_BU_OPTIONS) and Business Unit Options component (RS_BUS_UNIT_OPT).

This section lists prerequisites and discusses how to:

Create Resource Management business units.

You must create at least one Resource Management business unit with the same business unit name as a corresponding project business unit.
Specify Resource Management business unit options.
Specify Resource Management assignments email notification options.

Prerequisites

Complete these tasks before you define a Resource Management business unit:

Create a project integration template.
Create a project business unit.

Note. You complete these tasks during the implementation of Project Costing or Program Management if you use those applications.

Pages Used to Define Resource Management Business Units

Page Name	Object Name	Navigation	Usage
Resource Management Definition	RS_BU_OPTIONS	Set Up Financials/Supply Chain, Business Unit Related, Resource Management, Resource Management Definition	Define a PeopleSoft Resource Management business unit and specify the default project integration template.
Resource Management Options	RS_BUS_UNIT_OPT	Set Up Financials/Supply Chain, Business Unit Related, Resource Management, Resource Management Options	Specify the Resource Management business unit options for service order workflow, assignment approval workflow, and email notifications.
Assignments eMail Notification Options	RS_BUS_UNIT_NF_ASG	Click the eMail Notification Options link on the Resource Management Options page.	Specify the Resource Management business unit options for service order workflow, assignment approval workflow, and email notifications.

Creating Resource Management Business Units

Access the Resource Management Definition page.

Service Order Options

Integration

Enter a valid project integration template that is used when you create a project from Resource Management.

Specifying Resource Management Business Unit Options

Access the Resource Management Options page.

Assign the setID for which to specify business unit defaults and options when you enter the Business Unit Options component (RS_BUS_UNIT_OPT).

Service Order Workflow Options

Send Service Order to Worklist

Select to activate automatic routing of a worklist item when a user saves and submits a service order. The item is sent to the person designated as responsible for staffing on the service order. The worklist item serves as a reminder that the order needs to be staffed. A new worklist item for a previously submitted service order is routed when the value in the Responsible for Staffing field changes on the service order.

E-Mail Interested Parties

Select to send an email notification each time the status of the service order changes to these users:

User designated as responsible for staffing the service order.
Each of the users listed as an interested party on the service order.

Activating this option also sends an email notification each time the status of the resource request changes to these users:

Resources who received a manager's recommendation for the resource request.
Resources who submitted a bid on the resource request.

Assignment Approval Options

Assignment Approval required

Resource Manager Approval Required: Select to require that assignments in the business unit be approved by the resource’s manager (his or her pool manager or supervisor), before the assignment status can change to Assigned.

If you select this option, the Resource Manager Options group box appears on the page.
Project Manager Approval Required: Select to require that assignments in the business unit be approved by the resource’s project manager before the assignment status can change to Assigned. The project manager is defined on the Project Resources page in Program Management.

See Scheduling and Managing Resources.
Select the order in which the system routes assignment approval:Resource Manager First or Project Manager First.

The Project Manager Approval Required option will only be available if PeopleSoft Program Management is installed.

Note. If the approver that first receives the approval rejects it, the approval does not get routed second approver. For example, if you designate that both the project manager and the resource manager must approve assignments, and that the project manager is to receive the approval first, and the project manager rejects the assignment, the resource manager will not receive any workflow notification regarding the rejected assignment.

If assignment approval is required, users other than the resource's required approvers cannot save an assignment with a status of Assigned. The status is automatically changed to Pending Approval. When an assignment status is changed to Pending Approval, a worklist item is routed to the assigned approvers. The worklist item is a notification that the assignment needs to be approved.

The resource's manager or project manager can save the resource's assignment with a status of Assigned. The system detects that the user is the resource's assigned approver and does not generate a worklist item.

If you designate that both the resource manager and project manager must approve assignments and either of the them creates an assignment, it will remain in a Pending Approval status and sent to the worklist of the other assigned approver.

Date Change Approval required

Resource Manager Approval Required: Select to require that assignment schedule changes be approved by the resource's manager.
Project Manager Approval Required: Select to require that assignment schedule changes be approved by the resource's project manager.

If date change approval is required, assignment date changes for a resource with the assignment status Assigned require approval by the designated resource's approver. A worklist item is routed to the approver. Until the date change is approved by the required approver, the new or changed assignment date rows have the status Pending, and the pending dates appear on the assignment and the resource's schedule. The pending dates also carry over to the project team if you integrate with PeopleSoft Program Management.

If an assignment date change is rejected, the dates for the assignment, resource schedule, and project team revert back to the prechange assignment schedule. If the person making the date change is the approver, then no workflow is generated.

Click the eMail Notification Options link to specify assignments notification options.

Resource Manager Options

This group box only appears if you select the Resource Manager Approval Required check box.

Note. The system uses your selection for workflow routing. If resources are managed with resource pools, select Pool Manager, not Supervisor.

Pool Manager	Select to have the pool manager be responsible for approving resource assignments.
Supervisor	Select to have the supervisor be responsible for approving resource assignments.

Generic Resource Approval Options

Generic Resource Approval required

Select Pool Manager Approval required to require that generic resource requests be approved by the resource’s pool manager when the project manager requests a new generic resource from the project resource list. Until such approval occurs, the resource status on the project resource list cannot change to Allocated.Until the pool manager approves the generic resource request, the project manager cannot allocate generic resource capacity from that pool.

Date Change Approval required

Select Pool Manager Approval required to require that the resource’s pool manager approve a date change when the project manager changes the assignment dates in the project resource list, for an allocated generic resource request. Until such approval occurs, the resource status on the project resource list cannot change to Allocated.

Note. If a resource pool is inactivated, all pending and all approved (but pending fulfillment) generic resource requests will be cancelled.

Specifying Resource Management Assignments Notification Options

Access the Assignments eMail Notification Options page.

eMail Notification Options

Date Change Notification	Click to enable email notification to the resource's manager, the resource, and the project manager if a resource's assignment date changes.
Assignment Status Notification	Click to enable email notification to the resource's manager, the resource, and the project manager if a resource's assignment status changes.
E-mail <Manager, Resource, Project Manager> for Listed Statuses	Add the assignment statuses for which the system sends email notifications to the resource's manager, the resource, and the project manager indicating that a resource's assignment status has changed.

Establishing HR Business Units Without PeopleSoft HRMS

If you do not integrate with PeopleSoft HRMS, the Resource Management business units populate the HR Business Unit table (BUS_UNIT_TBL_HR).

Perform these steps to establish HR business units if PeopleSoft HRMS is not installed:

Define business units in PeopleSoft Project Costing.
Select the project business units to define as PeopleSoft Resource Management business units on the Resource Management Definition page.

Assign a project integration template.
Specify Resource Management business unit options on the Resource Management Options page.