Resource Lists

Resource lists are groupings of resources. You attach resource lists to projects to effectively budget project cost and revenue, to track resource usage, and to view cross-project reporting. Oracle Projects summarizes actual costs and commitments for resources, and rolls up the amounts for a project based on the attached resource list.

Oracle Projects requires that every project have at least one resource list assignment; this is to ensure that you can view actuals information in the Project Status windows and project status reports if no budget or forecast was created for the project.

For more flexibility and granularity, you can use planning resources.

Attaching Resource Lists to Projects

When you create a baseline for a budget for the project, Oracle Projects automatically assigns the resource list used for the budget to the project, so that you can easily report actuals against budgets using the resources that you used for budgeting and forecasting.

You can assign additional resource lists by which you want to view summarized actuals in the Project Status Inquiry form or in your own custom reports. When you define additional resource list assignments, you must enter the following values:

• Resource List: You can select any active resource list
• Use: Oracle Projects tracks if the resource list is used for a given budget type or for status reporting. You can only select Status Reporting when you enter a new resource list assignment.
• Drilldown Default: You use this check box to specify the default resource list to use when you drill down to view the resource status in the Project Status window. If necessary, you can change the resource list that you use for reviewing resource status in the Project Status Inquiry form; the change is effective only for the current session.

To assign a resource list to a project:

1. Navigate to the Projects form.
2. Find the project 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 drilldown default for Project Status Inquiry.
5. Save your work.

Related Topics

Resource Lists, Oracle Projects Implementation Guide