Resource

caution

This documentation is incomplete.

Resource management in the project module provides tools to manage the requirement and usage of resources for a project. Resources are defined in HCM modules and assigned to activities against a department. However, the system shows various views on the total resource requirement at project and task levels.

You can divide the overall process flow of Resource Management into three segments

• Demand: Adding a resource to an activity creates a demand for the capacity planning
• Supply: The capacity planning suggests a supply to fulfill the project demand
• Transaction: The application provides four different types of transactions to manage the demand and availability of resources
  1. Apply Resource - Charge resources to a project activity
  2. Reverse Resource - Reverse a wrongly applied resource to an activity

You can view the resource details in several formats:

1. In a list format
2. In a table format
3. In a simple step format with all the mandatory fields in a single step

List View

To create/view/update any project resource, navigate to the "project resource" screen from your dashboard/favorite. Navigate to the Resources tab on the project screen to view/add/update activities associated with a project's resource. You can also add activities to a project from the resource screen.

Click on any button to view the resource in the corresponding format.

In the project resource tab, click on the add new entity to add a new line. If a line exists, click on copy entity to copy all the details. Enter the resource details or other criteria in the search form and click on the search button to view an existing resource.

You can enable/disable fields allowed to be copied in the menu configuration.

If you click on the create a new button, the system will open a simple step form to create a new resource. You can click on the detail right bottom to view all the fields available for the object.

To view the search result in a table format, click on the table icon in the bottom left corner.

You can also click the expand icon against any label to view all the fields of that label.

Resource Sequence: Enter a numeric value for the resource sequence. The resource sequence is a mandatory field.

Mfg Resource: Select a resource name from the resource list. The resource is a select field, i.e., you can enter three letters of the resource name to search for the resource. You can also click the search popup icon to search and select the resource.

Required Quantity Required resource quantity for the activity. This value is used to calculate the resource requirement for the activity. The system allows you to charge more/less quantity than the required quantity.

Required Units Number of units of the same resource required for the activity. Ex: If you need two units of the same resource, enter 2. If the required quantity is 10 hrs, the system will consider 20 hrs as required hours.

Org Code The value defaults from the activity.

Scroll left, right, up, and down to view all the details. The document line and details are shown in a separate tab. The default configuration shows fields in various functional groups, such as

• Finance
• Entity
• Reference
• Data
• Control
• Etc

You can configure the application to show which fields should be shown under which group. You can also create new groups as per your business requirements.

Need by date: You can use the date fields to specify the requirement date/need by date of the resource to start the activity.

All Fields

Sequence	Name	Label	InputType	Field Group
10	vvOrgCode	Org Code	defferedSelect	ENTITY
10	vvPrjProjectHeaderId	Prj Project Header Id	defferedSelect	REFERENCE
20	vvProjectName	Project Name	defferedSelect	DEFAULT
30	vvProjectNumber	Project Number	defferedSelect	DATA
40	vvTaskOwner	Task Owner	defferedSelect	DEFAULT
50	vvTaskLevel	Task Level	defferedSelect	DEFAULT
60	vvTaskNumber	Task Number	defferedSelect	DATA
70	vvTaskName	Task Name	defferedSelect	DEFAULT
80	vvActivitySequence	Activity Sequence	InputType.text	DEFAULT
90	vvInvOrgId	Inv Org Id	defferedSelect	REFERENCE
100	vvActivityDescription	Activity Description	InputType.text	DEFAULT
110	vvMfgResource	Mfg Resource	defferedSelect	DEFAULT
120	vvResourceDescription	Resource Description	InputType.text	DEFAULT
130	prjProjectActivityResId	Prj Project Activity Res Id	InputType.text	REFERENCE
140	srcEntityName	Src Entity Name	defferedSelect	DEFAULT
150	srcEntityId	Src Entity Id	InputType.text	REFERENCE
160	prjProjectActivityId	Prj Project Activity Id	InputType.text	REFERENCE
170	resourceSequence	Resource Sequence	InputType.number	DEFAULT
180	chargeBasis	Charge Basis	InputType.select	DEFAULT
190	bomResourceId	Bom Resource Id	defferedSelect	REFERENCE
200	resourceUsage	Resource Usage	InputType.textField	DEFAULT
210	resourceScheduledCb	Resource Scheduled Cb	InputType.switchField	DEFAULT
220	requiredQuantity	Required Quantity	InputType.textField	DATA
230	chargeType	Charge Type	InputType.select	CONTROL
240	standardRateCb	Standard Rate Cb	InputType.switchField	FINANCE
5250	createdBy	Created By	InputType.text	REFERENCE
5260	creationDate	Creation Date	InputType.text	REFERENCE
5270	lastUpdatedBy	Last Updated By	InputType.text	REFERENCE
5280	lastUpdateDate	Last Update Date	InputType.text	REFERENCE

Simple Step View

The simple step form shows all the mandatory fields required to add a resource to activity in step form. By default, the application shows only two mandatory fields:

• Resource Sequence
• Org Code

A simple step form is a simple way to create a resource as the user goes through the steps and needs to focus only on one field at a time. The application will show the next field when the user clicks the Next button. However, as per your business requirements, you can make any other field mandatory.

Tabular View

The tabular view shows all the activities in a table. The default configuration of the table shows all the fields. However, you can configure the table only to show the fields you want.