You use planning resource lists for planning a project, task assignments, and financial planning. A planning resource list is composed of planning resource formats and planning resources.
To use a resource list as a planning resource list, run the UPG: Upgrade Resource Lists to Planning Resource Lists process.
Note: When you add or delete a resource from a resource list that has been converted to a planning resource list, the system adds or deletes that resource from the planning resource list as well. However, changes that you make to the planning resource list are not reflected by the system onthe resource list from which it was converted.
Resource Class setup (PJF)
Inventory and BOM setup (BOM resources along with their rates and assigning them to departments) with complete definition of Items, Item Categories, and Costs.
Oracle Projects setup for different resource elements, such as:
People, Organizations, Jobs, and Job Groups (a part of the Oracle HRMS setup)
Roles (PJF)
Expenditure Types, Expenditure Categories, Revenue Categories, and Event Types (PJC and PJB)
Non-Labor Resources
Suppliers
To define a planning resource list:
Navigate to the Create Planning Resource List page.
Enter details for the planning resource list. You specify a job group to have any planning resources with jobs on that planning resource list.
Select the resource class and planning resource formats.
Select one or more planning resources for each selected planning resource format. You can add or delete planning resource formats. You can update, delete, or add planning resources.
Note: You cannot delete a planning resource that has been used in any project, deleting it will only disable the planning resource.
Select the Enable for Workplan check box to make the planning resource list available for attachment to a workplan.
Select the Centrally Controlled check box to create a centrally-controlled planning resource list.
Save your work.