Set up Resource Management validations

Resource Management uses several fields that should be configured before use. This section introduces these fields and provides details on how to configure them.

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Resource Management validations

Resource Management uses several fields whose values should be configured before use. You can configure the field values by modifying the relevant validations.

The following table lists the validations specific to Resource Management and the fields they control.

Validation	Description
PPM - Department - Enabled	All resources have an optional Department field that can be used to assist resource searches. Some predefined values are provided for this validation, but may not match your company's terminology.
RSC - Resource Category	All resources have an optional Category field that can be used to assist resource searches. Some predefined values are provided for this validation, but may not match your company's terminology.
RSC - Location	All resources have an optional Location field that can be used to assist resource searches. Some predefined values are not provided for this validation.
RSC - Org Unit Type	All organization units have an optional Type field that can be used to assist organization unit searches. Some predefined values are provided for this validation.
RSC - Skill Category	All skills have an optional Category field that can be used to assist skill searches. Predefined values are not provided for this validation.
RSC - Skill Proficiency	All skills can be assigned to a resource with a certain skill proficiency level. Some predefined values are provided for this validation.
RSC - Workload Category	All work items have an optional Workload Category field that can be used to divide work items into major reporting categories for analysis purposes. Some predefined values are provided for this validation, but may not match your company's terminology.
RSC - Resource Title	All resources have an optional Resource Title field that can be used to assist resource searches. Some predefined values are provided for this validation, but may not match your company's terminology.

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Modify field values

You modify the values of a field by modifying its relevant validation.

To modify the values for field validations:

1. Log on to PPM.

2. From the menu bar, select Open > Administration > Open Workbench.

3. From the Workbench shortcut bar, select Configuration > Validations.

4. In the Validation Name field, type rsc and click List.

   The Results tab opens with all of the system Resource Management validations listed.

5. Modify the validations listed in Resource Management validations to fit your business model.

   For more information about modifying values for list validations, see Use validations.

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Enable hierarchical selection

In Resource Management, fields like organization units, resource pools, and skills can have parent-child relations. For example, a resource pool can have parent and child resource pools. Hierarchical selection enables these relationships to be listed in a tree form, presenting the field values in a hierarchical list.

To create skills with hierarchical selection:

Creating skills with hierarchical selection from the standard interface is not supported. To create those skills, you must use the Web service. For more information about Web Services, see Web services .

1. Open createSkills Web service to create a parent skill and set folder to true.

2. Create some sub-skills and set parent name to the name of the parent skill you created.

   Note: When a skill is created by the createSkills web service, whatever it is defined a folder or not, you cannot change it by the upddateSkills web service.

To create other Resource Management specific fields with hierarchical selection, you enable the hierarchical selection for the relevant validations. For details, see Hierarchical selection for auto-complete list validation.

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See also:

• Configure validations