You can enter detail budget and forecast amounts that are categorized according to a planning resource list, or you can enter uncategorized (or summary) amounts.

• Categorized Amounts

  Categorized amounts are amounts that you enter by planning resource. Planning resources are combinations of resources (the labor, services, equipment, and other items) that you define to plan and track project work.

  Attention: When you create budgets that use budgetary control and budget integration, you cannot use a planning resource list to categorize budget amounts. Instead, you must use a standard, two-level resource list.

  You can enter quantities for different planning resources in different units of measure. However, only quantities with a unit of measure of Hours are rolled up into the total. Oracle Projects rolls up hours for resources with the resource class People separately from hours for resources with the resource class Equipment.

  You can choose to enter categorized amounts for any planning level, and you can select different planning resource lists for different kinds of projects. For example, you can enter labor by employee for small research and development projects, and by organization for large design projects.

• Uncategorized Amounts

  Uncategorized amounts are amounts that you enter in total at a project or a task level. When you enter uncategorized amounts, you enter one budget or forecast line for the project or for a task. An uncategorized amount may represent an amount for a single planning resource item or a total amount for several planning resource items (for example, labor, expenses, and usages). When you enter uncategorized amounts, Oracle Projects uses a unit of measure of Currency.

  Note: When you enter uncategorized amounts for a budget that uses a planning resource list, you can enter amounts using a unit of measure of Hours. To enter amounts using a unit of measure of Hours for a planning resource, you must choose the People resource class.

Other Sources

• Resources and Resource Lists, Oracle Projects Implementation Guide

• Planning Resources and Planning Resource Lists, Oracle Projects Implementation Guide