PeopleSoft Enterprise Financials, ESA, ALM, and SCM Portal Packs 9.1 PeopleBook

Using the Pagelet Enabled by PeopleSoft Resource Management

This chapter discusses how to view resources that are currently unassigned or soon to be unassigned.

Prerequisite

Before you can view resources needing assignments you must establish a resource group for your user ID. If you select the Resources Needing Assignments pagelet to appear on your PeopleSoft homepage without establishing a resource group, a message appears stating that no data is available for the pagelet.

See Specifying Staffing Workbench and Resource Utilization Options.

Viewing Resources Needing Assignments

The Resources Needing Assignment pagelet options are shared with the options that are used for the Staffing Workbench in PeopleSoft Resource Management. In PeopleSoft Resource Management you establish resource groups for whom you are responsible so you can manage information about their current assignment status.

This section discusses how to personalize and view resources needing assignments.

Pages Used to View Resources Needing Assignments

Page Name	Definition Name	Navigation	Usage
Resources Needing Assignments pagelet	RS_PE_TOP_MYRES	Click the Personalize Content link on the PeopleSoft homepage. Select the Resources Needing Assignments check box under the Resource Management heading and save the page.	View up to five resources who have been unassigned for the longest period of time or are about to end their assignments. If all resources are assigned, view up to five resources whose assignment end dates are closest to the current date.
My Workbench Options - Workbench	RS_MYWKBNCH_OPT	Click the Customize Resources Needing Assignments icon on the Resources Needing Assignments pagelet. Resource Management, Define User Options, My Workbench Options, Workbench	Select the group of resources to appear on the Resources Needing Assignments pagelet.
My Workbench Options - Orders	RS_MYWKBNCHREQ_OPT	Click the Customize Resources Needing Assignments icon on the Resources Needing Assignments pagelet. Select the Orders tab. Resource Management, Define User Options, My Workbench Options, Orders	Select the default method by which you search for resources, using either a resource group or the owning organization on the service order.
My Workbench Options - Utilization	RS_MYWKBNCHRSC_OPT	Click the Customize Resources Needing Assignments icon on the Resources Needing Assignments pagelet. Select the Utilization tab. Resource Management, Define User Options, My Workbench Options, Utilization	Specify the number of calendar days prior to the end date of an assignment that a warning appears on the Resources Needing Assignments pagelet for the resource.

Personalizing the Resources Needing Assignments Pagelet

To personalize the pagelet:

Access the My Workbench Options - Workbench page. (Click the Customize Resources Needing Assignments icon on the Resources Needing Assignments pagelet, or Resource Management, Define User Options, My Workbench Options, Workbench.) Specify the default resource group, then click the Return to HomePage link.

Note. The system uses the selected resource group to determine which resources can appear on the Resources Needing Assignments pagelet.
Access the My Workbench Options - Utilization page. (Click the Customize Resources Needing Assignments icon on the Resources Needing Assignments pagelet and select the Utilization tab.)

Specify the Number of Days prior to the end date of an assignment that a warning appears.

If there are not five unassigned resources, the pagelet displays resources whose assignment end dates are closest to the current date.

If resources are on assignments that end in fewer or equal to the number of calendar days that you specify on the My Workbench Options - Utilization page, the resources appear on the Resources Needing Assignments pagelet with a yellow warning visual indicator.

If resources are on assignments that end in a number of days greater than the number of days that you specify, the resources appear on the pagelet with a green visual indicator which represents that the resource is fully staffed.

Note. The values that are used to personalize the Resources Needing Assignments pagelet are the Resource Group ID field (RS_RSRCGRP_NAME) and the Number of Days field (NUM_OF_DAYS) in the My Workbench Options component (RS_MYWKBNCH_OPT). No other field values in the My Workbench Options component affect the display of resources needing assignments on the pagelet.

Viewing Resources Needing Assignments

Access the Resources Needing Assignments pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select the Resources Needing Assignments check box under the Resource Management heading and save the page.)

Note. Resources appear on this pagelet only if they have an assignment end date. For example, new resources with no assignment history can appear on the Staffing Workbench - Utilization page, but they do not appear on this pagelet.

The resources appear in ascending order of their last assignment end date.

Name	Displays the name of the resource that is currently unassigned, or whose assignment end dates are closest to the current date.
Bill Rate	Displays the resource's bill rate as specified for the resource's employee ID. If no bill rate is specified for the employee ID, the value is the rate associated with the job code in the Rates by Jobcode record (PC_RATE_JOBC) in PeopleSoft Project Costing. If neither value exists, the bill rate appears as 0.00 on this pagelet.
Currency	Displays the bill rate currency as specified for the resource's employee ID. If the bill rate appears as 0.00, the currency value is blank.
End Date	Displays the end date of the resource's current assignment or, if the resource is not currently assigned, the end date of the resource's most recent assignment. If the assignment includes multiple date ranges, the last end date appears.
	This red indicator means that the corresponding resource is currently unassigned and requires immediate attention. If the current day is a workday as specified on the resource profile and stored in the Worker table (RS_WORKER_TBL), PeopleSoft Resource Management looks to see if the resource has a task scheduled on that day. If the current day is not a workday, PeopleSoft Resource Management looks at the next workday to see if the resource has a scheduled assignment on that day. If no assignment is scheduled, the resource is treated as unassigned.
	This yellow indicator means that the corresponding resource is currently on an assignment that ends in fewer or equal to the number of days specified on the My Workbench Options - Utilization page.
	This green indicator means that the corresponding resource is currently on an assignment that ends in a number of days greater than the number of days specified on the My Workbench Options - Utilization page.
More	Click this link to access the Staffing Workbench - Utilization page to view the assignment status for all of the resources in the resource group.