People Resources

People resources enable you to plan, manage, and control the work and collaboration required to complete a project. You use them to build your project teams. Oracle Projects supports the following types of people resources:

  • Employees: persons employed by the deploying enterprise
  • Contingent workers: persons contracted by the deploying enterprise
  • External team members: person contacts or employees of a customer or a partner organization

The following table lists some common activities in Oracle Projects and specifies whether the different types of people resources can either perform or be included in each activity:

ActivityEmployeeContingent WorkerExternal Team Member
Can be scheduled on a projectYesYesNo
Can be assigned to a taskYesYesNo
Can be a task managerYesYesNo
Can create, view, and update a workplanYesYesNo
Can be budgeted for as a resourceYesYesNo
Can create, assign, and update an action (issue/change request and change order)YesYesYes
Can be an assignee of an action (issue/change request and change order)YesYesYes
Can create, update, view, and publish a status reportYesYesYes
Can view in a resource searchYesYesNo
Can track resource availability across enterpriseYesNoNo

Employees

Oracle Projects obtains information for employees from Oracle Human Resources. The integration with Oracle Human Resources includes:

  • Business group definition, including the specification of the Project Burdening Hierarchy
  • Job definitions
  • Organization, organization hierarchies and organization types and definitions
  • Entry and inquiry of employees and employee assignments, including date-effective assignments over time and specification of supervisors and billing titles (used in Oracle Projects) on the employee assignments

For more information, see Oracle Projects Implementation Guide

Contingent Workers

A contingent worker is a non-employee people resource who works for your enterprise, and for whom your enterprise is responsible for their costs and expenses. Similar to employees, Oracle Projects obtains information for contingent workers from Oracle Human Resources.

Oracle Projects enables you to define and utilize contingent workers on projects in the same capacities and manner as employees. You can define requirements and perform searches for contingent worker candidates, and you can directly assign contingent workers to projects and tasks.

Contingent workers can enter timecards via preapproved batches or Oracle Time and Labor. You can optionally set up Oracle Projects to calculate contingent worker labor costs based on the rates defined in the purchase orders you create to procure contingent worker services.

Note: To calculate contingent worker labor costs based on the cost rates prescribed in purchase orders, you must enable the Import Contingent Worker Timecards with Purchase Order Integration implementation option.

To facilitate processing of contingent worker expenses, you can optionally allow contingent workers to enter their expenses directly in Oracle Internet Expenses, or via Microsoft Excel expense entry and preapproved batches in Oracle Projects. You can also require the enterprise responsible for providing contingent worker services to invoice you for these expense costs and process the expense invoices in Oracle Payables.

To distinguish contingent worker labor and expense costs from employee costs, you can define AutoAccounting rules to separately account for contingent worker costs. As with other project costs, you can view the details of contingent worker labor and expense costs via Expenditure Inquiry, Project Status Inquiry, Project Performance Reporting, and in Discoverer workbooks.

External Team Members

An external team member is a contact or employee from a customer or partner organization. The person can have an assigned role on a project – can be a stakeholder or can be an interested party. You cannot track time or cost for external team members.

Fremont Corporation is deploying a project for Business World. John Smith from Business World is helping with some of the integration tasks. Fremont Corporation defines John Smith’s project role as a Technical Consultant. John Smith is considered an external team member on this project and Business World tracks his time and cost.

An external team member is considered to be a part of the project team. To add an external team member to a project, you first have to enter the customer or partner organization on the project.

Oracle Projects retrieves external team members from Oracle Trading Community Architecture (TCA). Oracle Trading Community Architecture is a data model that allows you to manage complex information about parties, or customers who belong to your commercial community, including organizations, locations, and the network of hierarchical relationships among them.

Future-Dated People

You can enter employees and contingent workers who have not yet begun their employment or contract. The future-dated people start their employment later than the system date.

You can use future-dated people in the following areas:

Functional AreaUses and Restrictions
Project SetupYou can define future-dated people as team members, and you can define their related setup information including rate overrides and transaction controls. However, the start dates of such definitions must be on or after the person’s start date.
Costing and BillingYou can enter actual project transactions for future-dated people only after they become active. In a future-dated expenditure batch, you can enter people who will be active as of the transaction dates.
AgreementsYou can assign a future-dated person as an agreement administrator.
UtilizationYou can view scheduled resource and organization utilization for a future-dated person for the periods in which they will be active.
Authority and AccessYou can assign responsibilities or grant organization authority to a future-dated person only after their start date.
StaffingYou can assign future-dated people as scheduled members on a project, add them as candidates and also search for future-dated people, only after their start date.

In Oracle Project Resource Management, a future-dated person is assigned the default calendar of the organization assignment. This calendar provides the basis of their schedule, capacity, and availability. You cannot change the calendar for a person until the person becomes active. As a result, future-dated people are not visible in the Calendar Assign Resources window until their respective start dates are current.

Related Topics

Organizations

Import Contingent Worker Timecards with Purchase Order Integration, Oracle Projects Implementation Guide

Oracle Trading Community Architecture User Guide


Comments

Leave a Reply

Your email address will not be published. Required fields are marked *