Oracle Projects has the following resource classes to group types of resources at a higher level:

• People

• Equipment

• Material Items

• Financial Elements

Although the resource classes are predefined, you define specific attributes that determine the default behavior of the resource classes when used for creating planning resource lists and resource breakdown structures. These attributes are available only at the enterprise level. You can either modify the attributes when creating a planning resource list and entering data for a task or override the enterprise levels for a planning resource.

Prerequisites

• Inventory setup with Item Master defined, Category Sets and Cost Type (item master cannot be changed once used for creating resources)

• Expenditure Types setup (PJC)

To define resource class attributes:

1. Navigate to the Resource Classes page.

2. Select a spread curve to define how the system allocates amounts across periods for planning resources that you select as planning elements in workplans, budgets, and forecasts. For more information, see: Spread Curves.

3. Select an ETC method to define how the system calculates ETC amounts for effort and cost for planning resources that you select as planning elements in forecasts. For more information, see: Estimate to Complete under Managing Progress.

4. Select the expenditure type for burdening.

5. For the Material Items resource class, select values for Item Master and Item Category Set to control the list of eligible inventory items and item categories respectively.

6. Select a cost type to calculate estimated or forecasted costs for task assignments and financial planning for manufacturing and inventory resources.

7. Disable a resource class if not required in your business. For example, the consulting industry might not need to plan for the material items resource class.

8. Save your work.