PPM Resource is a major Business Object that tracks Resources
available to be assigned to Project Tasks and their associated information to
provide availability and allocated time views for Demand and Project Managers.
This functionality is only available after you apply
the
mApp Solution.
A Resource record is required for each person who will be assigned
Project Tasks. All PPM Resources must be in your User Info Table, but not all
users have to be a PPM Resource. The Name field within PPM Resource is
validated to the Full Name field in User Info.
You can also import a batch of Resources.
To create an individual resource:
- From the
CSM Desktop Client
or
CSM Browser Client
menu bar, select
.
- Select the full name and department from the drop-down lists.
- Select a role and employment type from the drop-down lists.
- (Optional) Enter any skills.
- Enter the standard work week hours.
- Operational Percent: Enter a number from 0
to 100 to indicate the percent of work week hours spent on day-to-day
operational and administrative (non-project) tasks. The Available Project Hours
Field automatically calculates using the Operational Percent and Work Week
Hours values.
For example, with 40 Work Week Hours and an Operational
Percent of 10, the Resource will have 36 Available Project Hours.
Work Week Hours and Operational Percent plus PTO numbers are used
during the creation of Resource Time records.
- (Optional) Enter an hourly cost for the resource.
- Select
Save, and then select the
Create Resource Time Records link (under
Actions). This creates a time record for each
day of the rest of the calendar year and the following year, which will be used
to determine availability at the role and resource level.
Important:
A
One-Step™
Action
(Create Weekly Timesheets) is provided in the solution to create a weekly
Timesheet for each Resource in the Resource table. This One-Step Action should
be set up as a scheduled process as part of the initial configuration
activities.