You can define the resource list as a hierarchy of resources up to two levels. The top level is restricted to resource types, such as organization, expenditure category, and revenue category. You use the following resource types to define the second level of the hierarchy:

• Employee

• Event Type

• Expenditure Type

• Job

• Organization

• Revenue Category

• Expenditure Category

• Supplier

Prerequisites

Oracle Projects setup for different resource elements, such as:

• People, Organizations, Jobs, and Job Groups (a part of the Oracle HRMS setup)

• Expenditure Types, Expenditure Categories, Revenue Categories, and Event Types (PJC and PJB)

• Supplier

To define a resource list:

1. Navigate to the Resource Lists window.

2. You can create a new resource list or use Copy From to edit and use an existing resource list. For a new resource list, enter the Resource List name.

   • If your installation is in Cross Business Group Access mode, then resource list names must be unique across the system.

   • If your installation is in Single Business Group Access mode, then resource names must be unique within each business group.

3. If the resource list is job-based, then you must enter a job group to be used for summarization. The Resources region then displays jobs that belong to the job group you entered.

4. Resource Group Region: Choose how you want to group the resource list.

   If you choose to group the resource list, then you enter resource groups. Select the resource group, and override the alias and order if necessary.

   In the Resources region, enter the resources for each resource group.

5. If you do not use grouping for the resource list, then use the Resources region to enter resources for the resource list.

   For each resource, select the resource type and resource, and override the alias and order, if necessary.

6. You can update a resource, add new resources, and remove a resource that you have not yet used for budgeting or forecasting.

   Note: To ensure that a used resource is not used in the future, deselect the Enable check box.

7. Save your work.

Assigning Resource Lists to Project Templates

During project template setup, you assign resource lists to a project to indicate which resource lists you want to use for summarizing project actuals for project status tracking.

You can assign resource lists to project templates, which get copied to every project you create from the templates. This type of template setup facilitates cross-project reporting by using the same resource list across similar projects.

When you create a project template, Oracle Projects automatically assigns a resource list to the project template using the resource list specified on the project type for use in Status Reporting, and creates it as the default drilldown resource inquiry list to use in the Project Status windows.

To assign a resource list to a project template:

1. Navigate to the Projects form.

2. Find the project template to which you want to assign the resource list.

3. In the Project window, select the Resource List Assignment option.

4. In the Resource List Assignments window, enter the resource list and specify if it is the drill down default for Project Status Inquiry.

5. Save your work.

Fremont Corporation Resource Lists

Fremont Corporation uses many resource lists. The resource list All by Organization has a two-level hierarchy. This resource list is defined with the attributes shown below:

• Resource List Name: All by Organization

• Group Resources by: Expenditure Category

At the higher level, Resource Groups, resources are summarized into either Labor, Travel, Outside Services, Material, In-House Recoverables, or Other Expenses. The resource groups are shown in the following table:

At the second level, Resources, a second layer of summarization is defined for the Labor resource group. The resources for the Labor resource group are shown in the following table: