Setting Capacity in Resource Management

[jaguthrie]

In all of the documentation I am finding for Resource Management, they all seem to start with requesting the resource.  Am I to assume that the capacity for all of these resources has already been configured/entered?  It is a bit confusing as the documentation seems to push towards only using the Resource Management Workspace, but setting the capacity for users and groups is shown in the Classic section.  I just want to make sure I am understanding everything correctly that we still need to start with configuring the capacity for all of the users/groups using the 'Classic' documentation and then switch over to the new Resource Management Workspace for managing and allocating the resources.

[Matthew_13]

Yes — your understanding is correct, and the documentation doesn’t make this very clear.

You still need to configure resource capacity first, and that setup is done in the Classic UI (users, groups, calendars, availability, etc.). The Resource Management Workspace then assumes all of that is already in place and is used for requesting, allocating, and managing those resources.

So the typical flow is:

1. Set up capacity and availability using the Classic configuration

2. Use Resource Management Workspace for day-to-day planning and allocations

You’re not missing anything — that split between Classic setup and Workspace usage is expected.

@jaguthrie - Please mark Accepted Solution and Thumbs Up if you find Helpful!!

[julianada-s]

Hi, how and where do we set the availability?

Tks!

[Nat Hunter]

Hi Julia, there are a number of moving parts and I tracked it as follows whilst doing setup:
Pre-work
1.  Create the identified schedules
2.  Create the identified Resource Groups (if different from assignment groups) - if using existing assignment groups, then ensure the groups have pps_resource role.

3.  Create the Resource Roles (if users can request resources by role) - resource_role table

4.  Create the identified Skills (if users can request resource by Skill) - cmn_skill table

Setup on sys_user table 
1.  Associate your resources to the relevant schedules - each user must have a schedule associated to their user record (resource mananger view on sys_user table) - this defines their working days and hours.
2.  Average Daily FTE Hours definitions - set the FTE hours for each user (resource view on sys_user table) or import.
3.  Resource Roles - each user needs to be associated to the relevant role/s that they perform (resource view on sys_user table) or import.

4.  Schedules - each user needs to be associated to the relevant schedule.

Setup on sn_employee_profile table

1.  Associate the releavant Primary Group to the users

2. Associate the relevant "Primary Role" to the users

3.  Associate the relevant "Primary Skill" to the users (if using)

Finally, run the Resource Aggregates and Resource Capacity for the relevant period.

It is the running of the "Resource Capacity" which sets the capacity/availability of the users subject to resource management.

Hope this helps you 🙂