PJRM Set-Up
1.
PA: Licensed to use Project Resource
Management - Yes
2.
Create a Project type - Indirect
with Administrative / Unassigned Time Check-box enabled
3.
Create a Project Template - T,
Unassigned Time
4.
Create a project P, Unassigned Time
5.
Enable the "Organization
Planning" check-box in Project Type and Save It
6.
Set Forecasting Implementation
Options
7.
Set the look-up code -
STAFFING_PRIORITY_CODE (Low/Medium/High)
8.
Set the look-up code -
PROJECT_JOB_LEVEL (1/2/3/4/5)
9.
For HRMS, DFF - Human Resources -
Extra Job Information
a.
Unfreeze the field
b.
Select the Job Category
c.
Segments
d.
Project Job Level
e.
Save It
f.
Freeze the field and compile the DFF
10. In
HRMS, Security > Information Types Security
a.
Query the Window
b.
Global HRMS Manager / Global Super
HRMS Manager
c.
Add Job Category in Information
Types
11. In
HRMS, Work Structures > Job > Description
a.
Select any Job - Architect Designer
b.
Extra Information > Job Category
i.
Category Name
ii.
Billable
iii.
Include in Utilization
iv.
Project Job Level
v.
Project Job Code
vi.
Schedulable
12. Projects
> Setup > Projects > Roles > Job
a.
Enter the Financial Forecasting
& Resource Searching
13. In
CRM Resource Manager,
a.
Import Resources > Search
Resources > Start Import
14. Set
PA: Default Calendar profile option
15. Add
"PRC: Generate Calendar Schedule for a Single Calendar" in the
request group
16. Run
"PRC: Maintain Project Resources" in PJT
17. Add
Requirement > Check
Status Problems:
Please go to the Statuses form (Setup-->System-->Statuses).
Query the following:
Status Type = Candidate
Make sure that every record with this status type has the 'Next Allowable Status' set to 'All'.
Status Type = Requirement
Make sure that every record with this status type has the 'Next Allowable Status' set to 'All'.
Save the change.
Retest the issue.
Profile Options:
PA: Require Work Type Entry for Expenditures
|
No
|
PA: Resource Utilization Calculation Method
|
Total Worked Hours
|
PA: Resource Utilization Period Type
|
GL Period
|
PA: Utilization Manager Default Calculation Method
|
Capacity
|
PA: Utilization Manager Default Period Type
|
GL Period
|
PA: Starting Requirement Status
|
Open
|
PA: Starting Assignment Status
|
Provisional
|
PA: Default Starting Candidate Status
|
Pending Review
|
PA: Default Calendar
|
Calendar
|
BIS: Enterprise Calendar
|
Calendar
|
BIS: Period
|
13 PERIOD
|
BIS: Global Start Date (mm/dd/yyyy)
|
01/01/1951
|
PA: Global Week Start Day
|
Monday
|