Resource Lists Window Reference
When you define a resource list, you specify the following values:
Resource List
Name Enter a unique name that identifies the resource list.
Group Resources By You can group resources by expenditure category, revenue category, or neither.
If you have selected to group resources by expenditure category or revenue category, then you must enter the resource groups. If you have selected not to use grouping, then you skip the resource groups region and directly enter your resources.
Resource Groups
Group Select expenditure categories or revenue categories as your resource groups. You should include all expenditure categories or revenue categories in your resource list.
Alias Enter an alias name for the resource group which is displayed when you are budgeting and viewing project status.
Order Specify the order in which you want to view the resource groups in Project Status Inquiry. This allows you to order the categories with the highest visibility first. For example, if Labor is your primary cost, you may choose to display the Labor expenditure category as the first resource group, followed by Travel and Outside Services expenditure categories.
Enabled You can disable the resource group so that Oracle Projects does not allow entry of budgets using the resource group, nor use it when summarizing actuals by resources below that resource group.
Resources
Type Select the type of resource that you want to enter. You can choose from the following resources:
Resource Choose a resource from the list of values for the resource type.
Alias Enter an alias name for the resource which is displayed when you are budgeting and viewing project status.
Order Specify the order by which you want to view the resources in Project Status Inquiry. This allows you to order the resources with the highest visibility first. For example, you may want to display more senior jobs first so you order the resources of job in the following order: Principal Consultant, Senior Consultant, Staff Consultant.
Enabled You can disable the resources so that Oracle Projects does not allow entry of budgets using the resource, nor use it when summarizing actuals by resources.
Identifying Labor Resources
Oracle Projects automatically determines which resources and resource groups in a resource list are labor resources. Resources that are tracked as labor are as follows:
- Expenditure types with an expenditure type class of Straight Time or Overtime
- Expenditure categories and revenue categories that classify at least one expenditure type with an expenditure type class of Straight Time or Overtime
- All employees, jobs, and organizations defined below a resource group (expenditure category or revenue category) that is a labor resource group, or that are defined in a resource list without groups
The unit of measure of a labor resource is set to hours. Oracle Projects summarizes the quantities budgeted and incurred by labor resources as labor hours at the project, task, and resource levels. You can see all other quantities other than labor hours at the resource level only; they are not summarized to the project and task levels.
Determining the UOM for Resources
As you enter the resources in a list, Oracle Projects automatically determines the unit of measure for the resources, as follows:
- Expenditure type resources use the unit of measure of the expenditure type
- Resources of employees, jobs, and organizations use a unit of measure of Hours
- Resources that are tracked as labor use a unit of measure of Hours
All other resources do not have a default unit of measure. You can only enter budgeted quantities for resources with a unit of measure.
See Also
Overview of Resources and Resource Lists
Case Study: Summary Amounts for Reporting
Defining Resource Lists
