Changing the Resource List After the Resource List is Used in Summarization (Oracle Projects Help)


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Changing the Resource List After the Resource List is Used in Summarization

You may need to change your resource list after you have used it for summarization for status reporting. Some reasons for this may be due to new employees or organizations defined for your company, if you use employees and organizations as resources, or because your company has decided to classify expenses in a different way, thus disabling use of an expenditure type.

When you change a resource list, the new resource may change the way a transaction is mapped to a resource. In such a case, you need to decide how to handle the transactions that have already been summarized using the resource list precedence that existed before you made the change. You may choose to leave the historical transactions summarized as they are and have new transactions summarized using the new precedence. For more consistency in the summarization, you can summarize all historical transactions mapped to resources in that resource list again so that they use the new resource precedence by running the PRC: Update Project Summary Amounts after a Resource List Change process.

Changing the Resource List After the Resource List is Used in Summarization

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