Setting Up Resource Management Validations

Resource Management employs several fields whose values should be configured prior to using it, described in Table 2-1. PPM Resource Management validations. These field values can be altered by making changes to their validations.

Table 2-1. PPM Resource Management validations

Validation

Description

PPM - Department - Enabled

All resources have an optional Department field that can be used to assist resource searches. Micro Focus-supplied 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. Micro Focus-supplied 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. Micro Focus-supplied 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. Micro Focus-supplied values are provided for this validation.

RSC - Skill Category

All skills have an optional Category field that can be used to assist skill searches. Micro Focus-supplied values are not provided for this validation.

RSC - Skill Proficiency

All skills can be assigned to a resource with a certain skill proficiency level. Micro Focus-supplied 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. Micro Focus-supplied 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. Micro Focus-supplied values are provided for this validation, but may not match your company's terminology.

To modify the values for these field validations:

Note: If the validation's definition language differs from your session language, you cannot modify the validation. You can only modify a validation in its definition language. Select File > Language Options and see the Multilingual User Interface Guide for more information.

  1. Log on to PPM.

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

    The PPM Workbench opens.

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

    The Validation Workbench window opens.

  4. Type rsc into the Validation Name field and click List.

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

  5. Modify the validations listed in Table 2-1. PPM Resource Management validations to conform to your business model.

  6. Add, modify, or delete values for these validations as you see fit.

    For more information about modifying values for list validations, see the Commands, Tokens, and Validations Guide and Reference.