PeopleSoft Enterprise Resource Management 9.1 PeopleBook

Fulfilling Service Orders

This chapter provides an overview of service order fulfillment using the Staffing Workbench and discusses how to:

Specify Staffing Workbench and service order fulfillment options.
Fulfill open resource requests.

Note. There are two resource request processes in PeopleSoft Resource Management: service orders and generic resource requests. If you have PeopleSoft Program Management installed but you do not use service orders to manage your resource requests, use the information in the "Fulfilling Generic Resource Requests" chapter. If you manage your resource requests by using service orders, use the information in this chapter.

Understanding Service Order Fulfillment Using the Staffing Workbench

You can use the Staffing Workbench - Fulfill Orders page to manage the entire service order fulfillment process. Here you can review the current queue of orders that are assigned to you for fulfillment, identify those orders that require your attention, and perform a variety of tasks to find qualified resources to fulfill them. On the Fulfill Orders page, you can:

View the current queue of outstanding resource requests to fulfill.
- View resource requests in a list or Gantt chart format.
- Dynamically filter the requests on the page by their fulfillment progress.
- Select one or more resource requests to process, and filter the view to display only those requests.
- Add resource requests to the workbench that are assigned to another staffing coordinator.
Search for resources to fulfill requests.
- Perform a search using Resource Matching.
  
  You can specify search options, such as resource group or resource pool, and personnel status. The selected search options define the set of resources for Resource Matching to evaluate when searching for suitable resources to fulfill the resource requests that appear in the work space. If you do not find suitable resources, you can change the search options on the fly and search again.
  
  You can specify the search settings, such as the relative importance of factor family fit scores and the maximum number of candidates to review for Resource Matching to use when looking for resources who fit the requirements on a resource request.
- View resources who are recommended or who have submitted bids for resource requests.
- Select resources to appear as candidates for a resource request in the work space.
- If you use the Resource Optimization feature, view optimized resources for selected requests, and assign optimized resources to one or more listed resource requests.
- If you use PeopleSoft Services Procurement, initiate a service requisition to search for third-party service providers to fulfill a resource request.
Evaluate candidates and select resources to assign, consider, interview, propose, or reserve for specific resource requests.

Workbench Tools Used to Evaluate Candidates

The Staffing Workbench provides easy access to the tools that you need to determine the best resources for open resource requests. From the workbench, you can:

Evaluate resource qualifications and preferences.

The resource's Qualification fit score appears in the work space with a link to the Job Scorecard page. You can access the scorecard to review the accomplishments, competencies, preferences, or flexible qualification factors that are included in the fit score calculation for this combination of resource and resource request. The scorecard indicates if the resource is qualified, partially qualified, or not qualified to meet each requested accomplishment, competency, or flexible qualification factor. For any requested competency, the scorecard also displays the resource's interest level, if available, providing insight into the resource's preferences.
Evaluate resource availability.

The resource's Availability fit score also links to the Job Scorecard page. The scorecard identifies existing tasks on the resource's schedule that conflict with the resource request dates. You can review the conflicting dates, hours, and tasks, drill down to make modifications as needed, and return to the workbench. From the workbench, you can also view a list of the resource's existing assignments, or open the resource's schedule to view or modify details about scheduled assignments or appointments.
Review resource profiles.

Clicking a resource name opens the resource's profile. You can review the resource's general information, work experience, qualifications, and preferences.
View and modify service orders or resource requests.

If you can't find a suitable resource for a resource request, you can open and modify the service order or resource request from a link on the workbench, save your changes, and return to the workbench.

Specifying Staffing Workbench and Service Order Fulfillment Options

To specify workbench and service order fulfillment options, use the Staffing Workbench Options component (RS_MYWKBNCH_OPT).

This section discusses how to:

Specify Staffing Workbench options.
Specify order fulfillment options.

Pages Used to Specify Staffing Workbench and Service Order Fulfillment Options

Page Name	Definition Name	Navigation	Usage
My Workbench Options - Workbench	RS_MYWKBNCH_OPT	Resource Management, Define User Options, My Workbench Options, Workbench	Select default resource groups from which you staff resources.
Resource Group Definition - Resource Groups	RS_RESOURCE_GROUPS	Click Add Resource Groups on the My Workbench Options - Workbench page. Click Add Resource Groups on the Staffing Workbench - Fulfill Orders page. Click Add Resource Groups on the Staffing Workbench - Manage Utilization page. Resource Management, Express Search Click Add Resource Groups on the Express Search page. Resource Management, Define User Options, Resource Group Setup	Add or modify resource groups and select active resource groups.
My Workbench Options - Orders	RS_MYWKBNCHREQ_OPT	Resource Management, Define User Options, My Workbench Options, Orders	Select the default search scope option for the Staffing Workbench - Fulfill Orders page.

Specifying Staffing Workbench User Options

Access the My Workbench Options - Workbench page (Resource Management, Define User Options, My Workbench Options, Workbench).

Resource Group ID

Enter the default resource group from which you staff resource requests. The list of available resource groups contains the groups that you designate as active.

Your selection appears as the default resource group that is used on the Staffing Workbench - Fulfill Orders page, the Express Search page, and the Resources Needing Assignments operational summary portal pagelet. It is also used as the default resource group that appears in the Resources work space when you enter the Staffing Workbench - Manage Utilization page.

You can select different resource groups on the Staffing Workbench or the Express Search page when you search for resources or resource requests.

Add Resource Groups

Click this link to access the Resource Group Definition - Resource Groups page and modify your list of active groups, edit an existing group, or create a new group.

See Establishing Resource Groups.

Specifying Order Fulfillment User Options

Access the My Workbench Options - Orders page (Resource Management, Define User Options, My Workbench Options, Orders).

Search Options

Select the default method for identifying the group of resources to match against the resource requests that appear on the Staffing Workbench - Fulfill Orders page. Available options are:

Resource Group: Select to match resource requests against the default resource group that you select on the My Workbench Options - Workbench page.

Request Resource Pool: Select to match resource requests against the resource pool that is specified on the resource requests.

Resource Region: Select to match resource requests against the region that is specified on the resource requests.

Request Owning Organization: Select to match resources against the owning organization that is specified on the service order.

You can override these default search settings on the Staffing Workbench - Fulfill Orders page when you search for resources.

Note. The My Workbench Options - Utilization options page is discussed in a subsequent chapter.

Fulfilling Open Resource Requests

This section discusses how to:

View open resource requests.
Filter and expand resource request lists.
Search for resources.
Evaluate candidates.
Review the request schedule Gantt chart.
Perform actions.
Confirm actions.

Pages Used to Fulfill Open Resource Requests

Page Name	Definition Name	Navigation	Usage
Staffing Workbench - Fulfill Orders	RS_MYSERVICEORDERS	Resource Management, Staffing Workbench, Fulfill Orders	Find resources to fulfill open resource requests.
Staffing Workbench - Add Request to List	RS_SCWB_RRSRCH_SEC	Click the Add Request to List icon on the Staffing Workbench - Fulfill Orders page.	Populate the workbench with resource requests for service orders that are not assigned to you.
Select Resource - Resource Search	RS_RESRC_SRCHM_SEC	Click Add Resource in an expanded row in the Requests scroll area.	Directly associate resources with resource requests on the Staffing Workbench - Fulfill Orders page.
Staffing Changes Confirmation	RS_SCWB_CONF_MSG	Save an action on the Staffing Workbench - Fulfill Orders page. Save an action on the Staffing Workbench - Manage Utilization page.	View actions and modify default values before committing changes. Add comments for assignment activity.
Update Confirmation	RS_SCWB_CONF_MSG	Click OK on the Staffing Changes Confirmation page.	Confirm actions.

Viewing Open Resource Requests

Access the Staffing Workbench - Fulfill Orders page (Resource Management, Staffing Workbench, Fulfill Orders).

The Staffing Workbench - Fulfill Orders page is the starting point for managing service order fulfillment. From here you can:

Perform a search using Resource Matching.
Retrieve candidates based on the optimal solution set from the Resource Optimization Solve Application Engine process (RS_OPTIMIZE).
Initiate a service requisition in PeopleSoft Services Procurement to fulfill a resource request with a contractor.
View resources who are recommended or who have submitted bids for resource requests.
View resources who are already associated with the resource requests.
Search for specific resources to evaluate their fit scores for a generic resource request.
Drill down to details about service orders, resource requests, resource profiles, assignments, and schedules to enable you to finalize staffing decisions.

Hello , <User Name>

Displays the name that is associated with the user ID.

You currently have <number> unworked items in your worklist!

Click this link to access the Worklist page and view or process items that are routed from PeopleSoft workflow.

Note. The number of unworked items on the Worklist page does not necessarily correspond to the number of unfulfilled resource requests on the Fulfill Orders page.

See Processing Worklist Items.

Max Number of Rows to Display

Select the maximum number of rows you want the system to display at a time. The system defaults this value to 50, but users can change this to another number. The system displays the number of rows returned. Use the scroll buttons to scroll through the search results.

Requests

Upon entering the workbench, the Requests scroll area displays a summary-level, collapsed row for each open resource request on a service order that is assigned to you. For each request, you can view:

Visual indicators that depict how close the current date is to the requested start date for requests.
Resource request fulfillment progress.
Summary information about the service order and resource request.

Visual Indicators

Each resource request row in the work space has a visual indicator that depicts how close the current date is to the requested start date for the request. This helps determine which requests need your attention first.

	A green circle indicates that the corresponding resource request starts in more than two weeks.
	An inverted yellow triangle indicates that the corresponding resource request starts within two weeks.
	A red square indicates that the corresponding resource request start date has passed.

Resource Request Summary Rows

Rows in the Requests scroll area are collapsed when you enter the page. These rows provide resource request summary information.

or	Click to expand or collapse individual resource request rows. Expanded rows display information about resources who are associated with a resource request.
	Click to sort the list of resource requests by the corresponding column heading in ascending or descending order.
Progress	Displays resource request fulfillment progress. In Process: At least one assignment—in any status—exists for this resource request. Not Started: No assignments exist for this resource request.
Customer	Displays the customer name that appears on the service order that is associated with this resource request.
Description	Click the resource request description link to access the Order Summary page to view or modify the service order or resource request. To return to the Staffing Workbench, click Save on the Order Summary or Resource Requests page, or click Return to Staffing Workbench. See Creating and Modifying Service Orders.
IDs	Displays a concatenation of the business unit ID, service order ID, and resource request line ID.
Fulfillment	Displays the number of requested resources that are fulfilled, and the total number of resources requested. Note. For a requested resource to be treated as fulfilled, the resource assignment status must be Assigned. If you use PeopleSoft Services Procurement, and if a service requisition exists for this resource request, the requested quantity and number of requests that are filled or canceled in Services Procurement appear in this column.
Days	Displays the number of work days required to complete the project.
Role	Displays the project role that is specified on the resource request.
Dates	Displays the start and end dates of the request. If multiple date ranges are indicated on the request, this column displays the earliest start and latest end dates of those indicated date ranges.

Resource Rows

When you expand resource request summary rows, they display basic information about resources who are associated with the resource request, the resource's factor fit scores for the request, the resource's assignment status, and a link to the assignment, if applicable.

A resource may appear in the expanded row if:

An assignment for the resource exists for the resource request.
You are considering the resource for the resource request.
Resource Matching returns the resource in a search.
You retrieve bids and recommendation for the resource request.
You add this resource to the resource request row.
This resource-and-resource request match is included in the latest Resource Optimization optimal solution set for the business unit.

A more detailed discussion of the information that appears for each resource row is discussed in the Evaluating Candidates section of this chapter.

Filtering and Expanding the Resource Request List

You can choose a filter at the top of the Staffing Workbench - Fulfill Orders page to view subsets of the unfulfilled resource requests that are assigned to you. Filters control the resource requests that appear in the Requests scroll area or the request schedule Gantt chart. When you select a filter that limits the list of requests, such as requests that are not started, the requests that do not meet the filter criteria do not appear in the list or chart. The number of resource requests that are included in a filter appears in parenthesis next to the filter name.

All	Click to view all open resource requests that are associated with a service order that is assigned to you and has a value of New, Open, or In Process. The All <number> link is disabled while you are in this filter.
Requests Not Started	Click to view a subset of resource requests that do not have any resource assignments. The Requests Not Started <number> link is disabled while you are in this filter.
Requests In Process	Click to view a subset of resource requests that have at least one resource assignment in any status. The Requests In Process <number> link is disabled while you are in this filter.
Selected Requests	Click after selecting the check box beside the resource requests that you want to appear in the Requests scroll area. To remove another resource request from this filter, deselect the request check box and click Selected Requests again.

You can use the toolbar—located just above and below the Requests scroll area—to expand all request rows so that you can view or take action on resources who are associated with the requests. You can also locate a resource request that is assigned to a different user to add to your work space, and toggle between a grid and chart format for viewing resource requests.

	Click Select All to select all resource requests that appear in the work space.
	Click Deselect All to deselect all resource requests that appear in the work space.
	Click Expand All to expand all resource request summary rows in the work space.
	Click Collapse All to collapse all resource request summary rows in the work space.
	Click Add Request to List to access the Staffing Workbench - Add Request to List page and locate and populate the work space with resource requests that are assigned to a different user to fulfill.

When you enter the Staffing Workbench - Fulfill Orders page, the list of resource requests appears in a grid format. You can switch to the chart format at any time and then switch back to the grid format. The same resource requests appear regardless of the view that you select. If you select a different filter while the chart view is active, the resource requests in the chart view change to reflect the new filter.

Click Request Schedule Gantt Chart to view the list of resource requests in a chart view. The Request Schedule Gantt chart displays the same resource requests as the grid format, which are open requests—all requests, requests not started, requests in process, or selected requests—that appear in the active filter.

This icon appears only if the active view is the Requests grid.

Click Requests Grid to view the list of resource requests in a grid format in the Requests scroll area.

This is the default view for the Staffing Workbench - Fulfill Orders page. This icon appears only if the active view is the Request Schedule Gantt chart.

Add Resource Request to Grid

Click Add Request to List to search for specific resource requests to populate the Requests scroll area.

Business Unit

Enter the business unit of the service order that you want to locate. You must enter the business unit before you enter other values; it determines the valid service order IDs.

Service Order ID

Enter the service order. You can search for the service order by the person who is responsible for staffing it, customer ID or name, description, project, service order ID or status, or by the user ID of the individual who created the order.

Request Number

Enter a request number, or click the adjacent Lookup icon to view and select a resource request. If you don't select a value, the system adds all open resource requests that are associated with the selected business unit–service order combination to the Requests scroll area when you click OK.

Searching for Resources

There are five ways to find resources to fulfill resource requests on the Staffing Workbench:

Retrieve resources for the selected rows based on search options and each resource's factor family fit scores for the request.

This method uses Resource Matching to find resources with the qualifications, availability, and preferences to match the selected resource requests.
Retrieve resources who entered a bid or received a recommendation for a resource request that appears in the work space.
Add a resource to a resource request row.
If you use the Resource Optimization feature, retrieve optimized resources who appear in the most recent optimal solution set for the business unit that is identified on the service order.
If you use PeopleSoft Services Procurement, initiate a search for a qualified third-party service provider.

These toolbar icons invoke a search for resources and the visual indicators appear when a resource matches the search criteria:

	Click the Retrieve Optimal Resource for selected Requests icon to retrieve optimal resources for the selected resource requests, as the Resource Optimization Solve process determines. The results that appear reflect the most recent optimal solution set for the service order owning business unit. The system returns optimal resources to the grid with the resource request row expanded and a visual indicator that this is the optimal resource for the request. This icon is visible if you have successfully run the Resource Optimization Solve process. Note. Optimal resources are based on the most recent run of the Resource Optimization Solve process. Changes to resource profiles, schedules, employee data, service orders, resource requests, or assignments can affect the solution set for the corresponding business unit and potentially render the optimal results invalid.
	This is the optimal resource for this resource request based on the latest optimal solution set for the owning business unit on the service order.
	Click the Search for Resources for selected Requests icon to retrieve resources for the selected rows based on search options and each resource's factor fit scores for this request. Specify search options at search time. Resource Matching calculates factor fit scores for each combination of resource and resource request. The system returns resources who meet this criteria for a resource request to the grid with the resource request row expanded and a visual indicator that the resource is a result of a Resource Matching search. A message appears for each selected row stating the number of resources that the system found in the search results for the request.
	Indicates that the corresponding resource was returned in the search results from Resource Matching.
	Click Retrieve Bids and Recommendations for selected Requests to retrieve resources who entered a bid or received a recommendation for the selected resource requests. The system returns resources who meet this criteria to the grid with the resource request row expanded and a visual indicator that the resource entered a bid or received a recommendation for the corresponding resource request.
	The resource entered a bid or received a recommendation for the corresponding resource request. Move the mouse pointer across the visual indicator to view the alternate text, which indicates if the resource submitted a bid or was recommended for the resource request.
	Click Clear Unwanted Resources for selected Requests to clear unassigned resources, or resources who are not in a Considering status, from selected resource request rows. Users should erase the unwanted requests or resources for whom no action is selected if there is any change to the search options. (Manage Utilization, Fulfill Orders, Express Search, Job Spy)

These buttons and icons appear for each resource request row in the work space:

Add Resource

Click to add a resource to the list of candidates. Use this option to directly associate a resource to the resource request. Select the resource and return to the workbench to select the appropriate action.

Click Find External Resource to access the Create Requisition page in PeopleSoft Services Procurement and create a service requisition to fulfill a resource request with a contractor. Depending on options that are specified on the Installation Options - Resource Management page, either the Create Requisition - Define Requisition page appears for you to select the business unit and requester, or the Create Requisition - Add Items and Services page appears for you to complete the service requisition.

Note. If you request multiple resources on a resource request, and you click the Find External Resource icon to create a service requisition, the system creates one service requisition with multiple requisition lines. If at least one of the requisition lines is filled, you must use the Services Procurement menu navigation to access the requisition.

The Find External Resource icon is visible only if you use PeopleSoft Services Procurement to outsource assignments to qualified suppliers that satisfy the requirements.

These fields on the PeopleSoft Resource Management resource request populate the PeopleSoft Services Procurement service requisition:

A concatenation of the service order and resource request ID populate the Reference field (DESCR) on the service requisition.
Resource request project role populates the Service field (PROJ_ROLE) on the service requisition.
Resource request description populates the Job Title field (JOB_TITLE) on the service requisition.
Resource request location populates the Location (LOCATION) field on the service requisition.
Resource request project business unit and project populate the PC Bus Unit (BUSINESS_UNIT_PC) and Project (PROJECT_ID) fields, respectively, on the Chartfields3 tab in the Accounting Distribution Information group box on the service requisition.
The first start date and last end date on the resource request populate the Start Date field (START_DATE) and End Date field (END_DATE) on the service requisition.
Days of work on the resource request populate the Estimated Service Days field (DURATION) on the service requisition.

Note. On the service requisition, enter a service type with a service method of Resource.

Note. The resource request must contain a project and project role if you want to create a PeopleSoft Services Procurement requisition from the Staffing Workbench.

See Creating and Managing Services Procurement Requisitions.

The following sections provide more details on how to fulfill resource requests on the Staffing Workbench:

Retrieve Resources Based on Factor Fit Scores

Expand the Search Options and Search Settings collapsible group boxes on the Staffing Workbench - Fulfill Orders page.

Note. Search options and search settings apply only when you click Search for Resources for selected Requests to perform a search by using Resource Matching.

To populate the workbench with resources based on the resource's factor fit scores for this request:

In the Search Options collapsible group box, specify the search options to direct your search to a Resource Group, Resource Pool, Resource Region,or the Request Owning Organization that is specified on the service order.

You can also specify Personnel Status.

If you select Resource Group, enter the Resource Group ID.
If you allow non-employees to be resources, select to include all personnel statuses, or just employees or non-employees, in your search.
In the Search Settings collapsible group box, assign the relative priorities to the Availability, Preferences, and Qualifications factor family fit scores for this search session, and identify the Max Candidates (maximum candidates) for the system to return.
Select the resource request rows for which you want to search for resources.
Click Search for Resources for selected Requests.

If selected resource requests are matched with resources based on the specified search options and the resources' factor fit scores, the resources appear in the Requests scroll area with the row expanded and a visual indicator that the corresponding resource was returned in the search results from Resource Matching.

The priorities that you specify during the search session are included in each resource's overall fit score calculations. The resources appear in descending order of their overall fit score, which measures how well a resource fits the specified qualifications, availability, and preferences; accounting for the organization's priorities; and the priorities that you specify during the search session. If you change the priorities and search again, Resource Matching recalculates overall fit scores, which potentially changes the order of resources.

Note. Because the qualification score is a combination of the resource's qualification and preferences fit scores, changing the relative priorities of qualifications and preferences may result in a change in the resource's qualification score shown in the workbench. If you only want to see the qualification score in the workbench, set the preferences search setting to 0 - Not at all important. The actual values of Qualifications, Preferences, and Availability will appear in the Job Scorecard. Those values are not affected by the search settings.

See Overall Fit Score.

Retrieve Resources Based on Resource Bids and Manager Recommendations

To populate the workbench with resources who entered a bid or received a recommendation for a resource request:

Select the resource request rows for which you want to search for resources.
Click the Retrieve Bids and Recommendations for Selected Requests icon.

If selected resource requests have resources who submitted a bid or received a recommendation, the resources appear in the Requests scroll area with the row expanded and a visual indicator that the corresponding resource submitted a bid or received a recommendation.

You can submit a recommendation for a resource directly on the resource request or from the Staffing Workbench - Manage Utilization page. A resource can submit a bid for a resource request from the Job Spy page.

Note. Search settings that you specify on the Staffing Workbench - Fulfill Orders page do not impact the scores of the resources that are retrieved through Resource Bids and Manager Recommendations.

Add Resources to the Work Space

Click Add Resource on a corresponding resource request row to access the Select Resource - Resource Search page.

To directly add resources to the Resources grid for a resource request:

Search for a resource by employee ID or name.
Select one or more resources from the search results to move to the Selected Resources grid.

Continue searching and selecting resources as needed. Delete rows from the Selected Resources grid as needed.
Click OK.

The selected resources appear in the Requests scroll area beneath the resource request summary row.

Note. Search settings that you specify on the Staffing Workbench - Fulfill Orders page do not impact the scores of the resources that are added to the Requests scroll area through Add Resource.

Retrieve Resources Based on the Optimal Solution Set

To populate the workbench with resources based on the latest optimal solution set:

Select the resource request rows for which you want to search for resources.
Click the Retrieve Optimal Resource for selected Requests icon.

If selected resource requests have resources who appear on the most recent optimal solution set for the service order owning business unit, the resources appear in the Requests scroll area with the row expanded and a visual indicator that the corresponding resource is from the optimal solution set.

Note. Search options that you specify on the Staffing Workbench - Fulfill Orders page do not impact the optimal solution set results that appear in the Requests scroll area.

Find Third-Party Service Providers Using Services Procurement

To initiate a search for a qualified third-party service provider in PeopleSoft Services Procurement:

Click Find External Resource on the resource request row.
Enter the business unit that is associated with this service requisition, if required based on options that are specified during implementation on the Installation Options - Resource Management page.
Enter the requester from the list of valid requesters, if required based on options specify during implementation.

The list contains only the requesters for which you are authorized to submit requests. The service requisition appears with key requisition data populated from the resource request. The system creates multiple rows on the service requisition if the unfulfilled quantity on the resource request is greater than one.
Verify or edit the data in each service requisition field.
Save and submit the service requisition to close the window and return to the Staffing Workbench.

The next time you refresh the Staffing Workbench, the service requisition ID, requested quantity, and number of requests that you filled or canceled appear on the associated resource request row.

See Creating and Managing Services Procurement Requisitions.

Evaluating Candidates

Resources who meet the search criteria for a resource request appear under the resource request summary row.

If selected resource requests are matched with resources based on the specified search options and the resource's factor fit scores, the resources appear in the Requests scroll area with the row expanded. You can click Selected Requests to hide all other resource request rows from view.

Expanded rows display basic information about resources, the resource's factor fit scores for the request, the assignment status (if applicable), and a link to the resource profile and job scorecard.

Qual. (qualification) and Avail. (availability)	Displays the qualification and availability fit scores, which indicate how closely the resource's profile and schedule match the resource request. The qualification fit score is composed of the qualification and preferences factor family fit scores. Click either fit score link to access the Job Scorecard for <Resource> page and view details about requirements that are included in the resource's fit score calculation for each factor family. Note. The qualifications, preferences, and availability scores represent the actual scores of the resource for the request. The scores that appear on the workbench may vary from the Job Scorecard. The scores that appear on the workbench are based on the specified search settings and may vary depending on the relative weights that you define for the settings. See Viewing the Job Scorecard.
Name	Click the resource name link to open the resource profile in a new browser window. To return to the Staffing Workbench, either close the resource profile browser window or click in the Staffing Workbench window. See Reviewing Resource Profiles.
Personnel Status	Displays the resource's personnel status from the Personal Data table (PERSONAL_DATA). This column appears only if you allow non-employees to be established as resources.
Status	Displays the assignment status and provides a link to the assignment if the resource is assigned to the resource request. Click the status link to access the Assign Resource page to view or update the assignment. To return to the Staffing Workbench, either close the assignment browser window or click in the Staffing Workbench window. Note. The search settings that you specify on the workbench do not impact the job scores of the resources that appear in the Requests scroll area with a value in the Status column. This field is blank if a resource is associated with the request through a bid or recommendation, or was placed on the workbench as a result of Resource Matching, Resource Optimization, or a direct search.
Action	Select the appropriate action to take on this resource. Available values are based on the resource's current assignment status for this resource request and your user role security. Values are: Assign: Select to assign the resource for this resource request. The assignment appears on the confirmation pages for you to edit and verify. Based on assignment approval workflow options that you specify at implementation, the assignment is automatically routed to the resource manager and project manager for approval after you save and confirm the actions on the workbench. The next time you refresh the Staffing Workbench and this resource request appears in the Requests scroll area, the resource's assignment status will be Pending Approval. The assignment remains in a pending status until it is approved or canceled. If assignment approval workflow is not enabled, or if the user that creates the assignment is the required approver, the assignment can be saved in a status of Assigned without triggering assignment approval workflow. Note. Assignments that you create from the Staffing Workbench are based on the resource schedule, not the project schedule. Cancel: Select to cancel an existing assignment. Consider: Select to associate the candidate with the resource request as someone whom you are considering as a possible match. This is not an assignment status. Interview, Propose, or Reserve: Select to create an assignment for the selected resource as soon as you save the actions on the workbench. The assignment appears on the confirmation pages for you to edit and verify. Complete: Complete an assignment that is in an Assigned status. See Assignment Statuses.
Job Title	Displays the resource's job title from the Job table (JOB).
Rate	Displays the resource's bill rate and currency as specified for the resource's employee ID on the Rates by Employee table (PC_RATE_EMPL). If no bill rate is specified for the employee ID, the value is the rate that is associated with the job code in the Job Code Rates table (PC_RATE_JOBC). If neither value exists, the bill rate value is 0.00.
Location	Displays the location of the resource from the Personal Data record.
Supervisor	Displays the name of the resource's supervisor from the Job record.
	Click the View resource assignment list icon to access the Assignments for <Resource> page in a new browser window and view the resource's current assignments, bids, recommendations, and assignment history. This information is useful for evaluating the true availability of candidates, as there may be assignment activity that does not appear on their schedule or that impacts their availability score. Close the browser to return to the workbench, or leave the Assignments for <Resource> page open and click the workbench window. See Accessing Additional Assignment Options.
	Click the View monthly calendar icon to access the resource's monthly schedule in a new browser window and view the assignments and appointments schedule. Close the browser to return to the workbench, or leave the schedule open and click the workbench window. See Working with Resource Schedules.

Reviewing the Request Schedule Gantt Chart

Click the Request Schedule Gantt Chart icon to access the Request Schedule Gantt Chart view on the Staffing Workbench - Fulfill Orders page.

Both the Requests scroll area and the Gantt chart view contain open resource requests that appear in the active filter—all requests, requests not started, requests in process, or just selected requests. If you select a filter while viewing the Requests scroll area and then switch to the chart view, the same filter is used to display resource requests in the chart. If you are in the chart view and you select a new filter, then revert back to the Requests scroll area, the newly selected filter applies.

The request schedule Gantt chart displays:

Resource request schedules for the next quarter beginning with the current date, with navigation icons to move to the previous or next quarter.
The customer name, service order description, business unit, and resource request ID.
Chart bars that represent the request days of work, start and end dates, and the lag time between the request period days and days of work.
Gray bars that represent any period of time that falls outside of the overall date range.
Blue bars that represent the resource request days of work.
Red bars that represent the lag time between the overall date range and the days of work.

Move your mouse across a blue or red bar to view alternate text about the resource request days of work and the number of resources who are needed.

Click a resource request chart bar to return to the Requests scroll area with the Selected Requests filter active and the resource request row selected and expanded.

Performing Actions

To perform an action on the Staffing Workbench - Fulfill Orders page:

In the Requests scroll area of the grid view, select the Select this row check box for the resource request summary rows on which you want to perform an action.
Select an action for the resource-and-resource-request combinations for each selected resource request summary row.

You can perform an action on any or all resource-and-resource request combinations that appear in the Requests scroll area.

Note. You cannot assign a greater number of resources to a resource request than is needed. For example, if a resource request for a quantity of one resource is linked to an assignment in a status of Pending Approval, you cannot assign an additional resource to the resource request unless the pending assignment is canceled.
(Optional) Click the Staff Optimal Solution icon to enter an action of Proposed for the resources that the system returned when you clicked Retrieve Optimal Resource for selected Requests.

This action occurs for all resources who are based on the optimal solution set, even if the resource request row is not selected.
Click Save Actions for all selected items to perform the actions on the selected summary rows.

Note. When you save actions on one workbench page, the unsaved actions are performed on all workbench pages. For example, if you have access to the Fulfill Resources page and the Manage Utilization page on the Staffing Workbench, any actions that you select for a resource request-and-resource combination on either page are performed when you save either page. The actions from both pages are listed on the Staffing Changes Confirmation and Update Confirmation pages.

When you save the actions and accept the confirmation pages:

If there is no existing assignment for this combination of resource and resource request, and if you selected an action status of Assign, the system:
- Creates a new assignment with the indicated status if assignment approval workflow is not enabled, or if the user that is logged into the system is the required approver.
- Automatically routes the assignment to the required approver if assignment approval workflow is enabled.
If there is no existing assignment for this combination of resource and resource request, and if you selected an action status of Interview, Propose, or Reserve, the system creates a new assignment with the indicated status.
If you selected an action status of Consider, the system saves the record to associate this resource with the resource request as a possible candidate.

An assignment is not created for an action status of Consider.

Note. Resources who are in a status of Consider are associated with the resource request only on the Staffing Workbench. This information does not appear anywhere else in the system. These resources appear in the Requests scroll area each time the resource request appears until their status changes or the resource request is closed or canceled.
If the resource is already assigned to this resource request, the system updates the assignment with the new assignment status.

Confirming Actions

When you save the actions on the Staffing Workbench, the Staffing Changes Confirmation page appears and explains the changes to be made for every selected resource request. When you accept the changes, the Update Confirmation page appears and confirms that the changes were successful.

Use these pages to confirm that:

An assignment is created for an action of Assign, Interview, Propose, or Reserve for a resource who is not already assigned to this resource request.
If assignment approval is required, the status of the assignment changes to Pending Approval.
The status of an existing assignment for a resource is changed according to the specified action.
Any workflow that is associated with the status change is invoked when you confirm the staffing changes.
Assignment history is updated when you confirm the staffing changes.

Staffing Changes Confirmation

Access the Staffing Changes Confirmation page (save an action on the Staffing Workbench - Fulfill Orders page).

Note. The information that appears on the Staffing Changes Confirmation page and Update Confirmation page differs based on the source of the action. If you initiate an action from the Staffing Workbench - Fulfill Orders page, the resource request description appears at the top of the update section on the confirmation pages. If you initiate an action from the Staffing Workbench - Manage Utilization page, the resource description appears at the top of the update section on the confirmation pages.

The system displays a summary of the changes for each resource request row that is selected at save time. If there are no changes for a selected row, the message No actions indicated for this Resource Request appears.

You can modify the assignment values that appear on the Staffing Changes Confirmation page.

Update	Select to confirm the change and update the assignment, resource request, resource schedule, and other workflow. Deselect this check box to cancel the updates. The check box is selected by default.
Skip Ineligible Days	If you select this value, then you can create an assignment for a resource with ineligible days within the date range. An error message will be displayed if you try to create an assignment with ineligible dates in the specified date range and do not select this value. This field is only available for edit at the time of assignment creation.
Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, and Sunday	View the default or existing work days for the assignment, and modify them as needed by selecting or deselecting the appropriate check boxes. A message appears if the number of assignment days is more or less than the number of requested days. You can adjust the date range and hours on the Staffing Confirmation page to synchronize the schedule on the assignment and the resource request. If you use PeopleSoft Resource Management without PeopleSoft Program Management, and you select the Do not schedule assignments on Holidays option on the Installation Options - Resource Management page, the system does not schedule assignments on days that have tasks with a Scheduled Holiday task category.
Category	Enter the task category that appears as the category on the resource assignment. The default value is based on the value in the Category field on the resource request. You can modify the default task category value on the Staffing Changes Confirmation page. If the service order originated on the Manage Generic Resources page in PeopleSoft Program Management, and you modify the default task category value on the Staffing Changes Confirmation page, the new value appears in the Category field on the Resource Details page in PeopleSoft Program Management. In this situation, the new value also appears in the Category field on the resource request.
Start Date and End Date	View the default or existing dates for the assignment, and modify them as needed. To accommodate a noncontiguous schedule, add a row for each nonconsecutive start and end date range for a single assignment.
Start Time and Hrs (hours)	View the default or existing start time and hours for the assignment, and modify them as needed.
Description	Enter a description of the date range.
OK	Click to save the specified actions and access the Update Confirmation page.

Update Confirmation

Access the Update Confirmation page (click OK on the Staffing Changes Confirmation page).

Verify the changes and confirm that they occurred as expected. Click Return to Staffing Workbench to return to the Requests scroll area and view your changes.

New assignments for the resources in the Requests scroll area now appear with an active link in the Status column under the associated resource request summary row. Assignments that are created in the Staffing Workbench are populated with values from the resource request, and the system places the resource on the assignment with the designated action status. You can click the status link to access the Assign Resource page and view or modify the assignment.

Note. If you select the action Assign and assignment approval is required, the next time that you view the resource's assignments or refresh the Staffing Workbench, the resource's assignment status will be Pending Approval. The assignment remains in a pending status until it is approved by the required approver or canceled.

Business Unit	Enter the business unit of the service order that you want to locate. You must enter the business unit before you enter other values; it determines the valid service order IDs.
Service Order ID	Enter the service order. You can search for the service order by the person who is responsible for staffing it, customer ID or name, description, project, service order ID or status, or by the user ID of the individual who created the order.
Request Number	Enter a request number, or click the adjacent Lookup icon to view and select a resource request. If you don't select a value, the system adds all open resource requests that are associated with the selected business unit–service order combination to the Requests scroll area when you click OK.