Resources & Cost
Resource Codes Tag Resources, Not Activities
Resource codes tag resources; global; not activity or project codes
What a planner means
Resource codes are user-defined codes that classify resources across the enterprise. Oracle: they are defined globally. Use them to filter resources, or to group resources for analysis and summarization in layouts, profiles, and spreadsheets. Grouping by resource code also lets you see activities for an area of responsibility or a group.
They sit on the resource, not on an activity and not on a project. They are not activity codes, not project codes, not role codes, not assignment codes, and not OBS.
REST: for each resource code type, a resource may have zero or one value. The assignment object ID is the pair (resource, resource code).
Creating a code: unique name, optional Secure (read-only without the privilege), maximum length for value names. Values are hierarchical (parent_rsrc_catg_id).
Unlike activity codes, the XER type table has no scope column and no proj_id. Unlike Professional project codes, the resource-code map has no weight columns.
XER
RCATTYPE (Resource Codes):
| Column | Oracle label |
|---|---|
rsrc_catg_type_id | Unique ID |
rsrc_catg_type | Resource Code |
rsrc_catg_short_len | Max Code Length |
seq_num | Sort Order |
super_flag | Secure Code |
RCATVAL (Resource Code Values):
| Column | Oracle label |
|---|---|
rsrc_catg_id | Unique ID |
rsrc_catg_short_name | Resource Code |
rsrc_catg_name | Code Description |
rsrc_catg_type_id | Resource Code |
parent_rsrc_catg_id | Parent Code |
seq_num | Sort Order |
Oracle labels both the type name and the value short name “Resource Code.” Join on IDs, not on that label.
RSRCRCAT (Resource Code Assignments):
| Column | Oracle label |
|---|---|
rsrc_id | Resource |
rsrc_catg_type_id | Resource Code |
rsrc_catg_id | Code Value |
No TASK or PROJECT resource-code assignment table.
Microsoft Project
Desktop Project has resource outline codes and resource custom fields. Those are fixed slots in the MPP, not RCATTYPE / RCATVAL. Do not map RSRCRCAT to a task Outline Code or to Text1.
Don't
- Treat resource codes as activity codes, project codes, roles, or OBS.
- Assign two values of the same resource code type to one resource.
- Put resource codes on TASK.
- Map RCATTYPE to ACTVTYPE or to an MSP outline code and call them the same object.