This chapter provides an overview of resource assignments in PeopleSoft Resource Management and discusses how to:
Assign resources.
Approve assignment schedule changes.
The assignment process pairs a resource with a unit of work. Assignments interact with the other key data components—resource profiles, resource schedules, and service orders—that support the staffing process. When you create an assignment and process it through various states, PeopleSoft Resource Management creates a new resource schedule entry or updates an existing entry. When you assign a resource to a project or a resource completes the assignment, PeopleSoft Resource Management updates the resource profile with work experience information. When you select a resource to fulfill a resource request on a service order, an assignment is created and can be viewed from the service order to reflect service order fulfillment progress. Once the number of resources assigned equals the quantity of resources requested for an order, the service order is closed.
You can view or update assignments based on your user role from the folder navigation, the Staffing Workbench component, or the My Assignments component.
This section lists prerequisites and discusses:
Assignment processes.
Assignment statuses.
Assignment dates.
Assignment workflow.
See Also
Data Components That Support the Staffing Process
Before creating assignments, you must establish assignment approval and email notification options.
See Also
Specifying PeopleSoft Resource Management Business Unit Options
You can use any of these methods to create an assignment in PeopleSoft Resource Management:
Create a direct assignment when you already know the appropriate resource to fulfill a requirement and you do not need to track the requirement on a service order.
Use the Express Search feature to find available resources who closely match a specified list of competencies and accomplishments, and create an assignment for the most qualified resource.
Initiate a service order to track one or more resource requests—each with a unique set of qualification requirements—for the same project, and create assignments as part of the service order fulfillment process on the Staffing Workbench.
In the PeopleSoft Program Management system, select a resource for a project and create an assignment.
Initiate a generic resource request for a project, and create assignments for the request.
PeopleSoft Program Management, if installed, should be the primary system used to manage assignments and resources. PeopleSoft Program Management uses a project calendar that accounts for holidays when calculating duration and work effort. Because of this, the resource assignment schedule should accurately reflect the project calendar.
The assignment status controls much of the workflow within PeopleSoft Resource Management business processes. It determines whether a service order is fulfilled and whether tasks are created on resource schedules, and it can trigger additional workflow approvals and email notifications.
Actions Triggered by Assignment Statuses
As an assignment moves through various stages and its status is updated, it triggers certain events in other areas of the application. Assignment statuses determine the resource fulfillment progress of resource requests and service orders in PeopleSoft Resource Management, and project resource lists in PeopleSoft Program Management. Statuses also determine which assignments appear on resource schedules and in the work history section of resource profiles.
This table describes assignment status values and lists the actions that each value triggers:
Assignment Status |
Description |
Triggers These Actions |
Assign |
The resource's assignment is confirmed. To change the status to Assign you can:
Note. If approval workflow is required, the Assign status value changes to Pending Approval until the assignment has completed the approval workflow. In the PeopleSoft Program Management system, choose Requested and save the page to trigger assignment approval workflow. If approval workflow is not enabled , the resource status changes to Committed upon saving the page. |
This status updates the resource schedule and resource profile in the PeopleSoft Resource Management system, and the project resource list in the PeopleSoft Program Management system. If the assignment fulfills the quantity on the resource request, the resource request is closed and other assignments that are attached to this resource request that are not in a status of Assign are canceled. |
Cancel |
The assignment is canceled. To change the status to Cancel you can:
Alternatively, the system can change the status automatically during workflow processing as follows:
|
An assignment status of Cancel triggers this actions: if you cancel an assignment on the Assign resource page, the system will display a message stating that all calendar entries of the resource for this assignment will be removed. After saving the canceled assignment, the assignment end date will be changed to the assignment start date. Canceling an assignment does not remove the resource from the project resource list in PeopleSoft Program Management or the project team in PeopleSoft Project Costing. Note. If no assignments exist in a status of Assigned on a service order and the service order is canceled, all of the resource requests on the service order are automatically canceled and the service order is no longer editable. |
Complete |
The work assignment is complete. To change the status to Complete you can:
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If you complete an assignment on the Assign Resource page, the Assign Resource - Assignment Status page appears for you to enter an effective date. These actions occur:
These actions occur if you complete an assignment from the Resources page in the PeopleSoft Program Management system:
|
Interview |
The resource is interviewing for the assignment. You can change the status to Interview on the Assign Resource page or the Staffing Workbench. |
An assignment in this status appears on the resource request, but does not change the request status. |
Pending Approval |
The assignment was submitted to the resource's manager and is awaiting approval. If a user selects an assignment status of Assign and approval workflow is required, the assignment is automatically placed in a status of Pending Approval until the manager approves or rejects it. In the PeopleSoft Program Management system, on the Resources page, the Resource Status will be Requested if approval workflow is required. |
This status triggers approval workflow, if enabled. This status updates the resource schedule and appears on the resource request, but does not change the request status. If the requested quantity on the resource request is one and there is an assignment against it in a Pending Approval status, the system will not allow any more assignments in an Assigned or Pending Approval status. |
Propose |
The resource is proposed for the assignment. You can change the status to Propose on the Assign Resource page or the Staffing Workbench. |
An assignment in this status appears on the resource request, but does not change the request status. |
Reject |
The assignment is rejected. The status is automatically changed to Reject during workflow processing when you reject the assignment on the Assignment Approval page. In the PeopleSoft Program Management system, on the Resources page, the Resource Status will be Rejected if the assignment request was not approved. |
This status updates the resource request and resource schedule. |
Reserve |
The resource is reserved for the assignment. To change the status to Reserve you can:
Note. The system does not reserve resources on the Resources page in the PeopleSoft Program Management system. From the Resources page you can choose one of two options. You can select a resource status of Considered, which will not generate a PeopleSoft Resource Management assignment. Alternatively, you can select a resource status of Requested, which creates a PeopleSoft Resource Management assignment with a status of Assign if assignment approval is not required, or with a status of Pending Approval if approval is required. |
This status updates the resource schedule and appears on the resource request, but does not change the request status. |
This table lists available statuses in the right column that you can select for an assignment based on the assignment's current status listed in the left column:
Current Assignment Status |
Available Assignment Statuses |
None (new assignment) |
|
Assign |
|
Canceled |
None |
Complete |
None |
Interview |
|
Pending Approval |
Cancel |
Proposed |
|
Reject |
|
Reserve |
|
You can enter multiple date ranges on an assignment to specify that the resource is needed on the job in noncontiguous intervals. For each date range, you can specify different days per week, hours and minutes per day, start and end times, and project role.
New or modified assignment dates trigger changes to the resource's schedule, availability, and profile. You can change assignment dates based on the permissions that are associated with your user role. Based on project business unit options that you select during implementation, a resource's manager can approve or reject schedule changes that are made to the resource's assignment. In addition, the resource, resource manager, or project manager can receive an email notification when the resource's schedule changes.
The system validates that assignment schedules fall within the project schedule. You cannot save an assignment in a status of Assign or Reserve if the assignment start or end dates are outside of the project's date range.
If you use PeopleSoft Program Management:
Assignment schedules are reflected on the Resource Detail page in the PeopleSoft Program Management system.
You can click the assignment ID for approved assignments on the Resource Detail page to open assignments and view details.
Resources can have only one assignment on a particular day for the same project. Resources can have multiple assignments for the same project, but the assignment schedule dates cannot overlap.
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 as per the Resource's Holiday Schedule.
If you clear the Do not schedule assignments on Holidays option, and you create an assignment that conflicts with a resource holiday, the system gives you an option to either save the assignment with the schedule conflict, or return to the Assign Resource page to correct the assignment schedule.
Note. If you use PeopleSoft Program Management, the system does not schedule assignments on resource holidays if you use the resource calendar to schedule the assignment, and does not schedule assignments on project holidays if you use the project calendar to schedule the assignment. However, if you use the project calendar to schedule the assignment, and the assignment schedule conflicts with a holiday on the resource's calendar, the system gives you an option to either save the assignment with the schedule conflict, or return to the Assign Resource page to correct the assignment schedule.
Holiday Schedule Changes
If you associate a new holiday schedule with a resource, assignments that are created for that resource after the change will use the new holiday schedule. All existing assignments for the resource, regardless of the assignment date ranges, will continue to use the original holiday schedule that was specified for the resource at the time of original assignment creation. This scenario applies if you use PeopleSoft Resource Management without PeopleSoft Program Management, or if you use PeopleSoft Program Management and use the resource calendar to schedule assignments.
If you use PeopleSoft Program Management and use the project calendar to schedule assignments, and you associate a new business calendar with the project, assignments that are created for that project after the change will use the new business calendar. All existing assignments for the project will continue to use the original business calendar that was specified for the project at the time of original assignment creation.
You can cancel or complete existing assignments and create new assignments after changing resource or project calendars.
Note. If you add or remove a holiday from a schedule that is specified for a resource, and run the Holiday Load process runs, existing assignments that are based on the resource's calendar do not change. The existing assignments will retain the holiday schedule that was in place when you created the assignment. Therefore, administrators should set up holiday schedules as far into the future as possible.
You specify a project business unit's workflow options for assignment approvals or notification messages on the Resource Management Options page during implementation.
You determine:
The roles that must approve resource assignments.
Note. You must specify which roles must approve assignments—the
resource manager, the project manager (if you use PeopleSoft Program Management),
or both. If you specify that the resource manager must approve assignments,
you must also specify which resource manager—the pool manager or the
supervisor—is responsible for approving the assignments. If you specify
that both the resource manager and project manager must approve assignments,
you must also specify which role approves the assignments first. If you are
using resource pools, we recommend that you specify the pool manager as the
approving manager.
If you use PeopleSoft Program Management and you specify that project
manager approval is required, a resource cannot be assigned to a project that
does not have a project manager. You designate the project manager on the
Resource Details page in the Project Resource Plan component (PGM_RESOURCE_LIST).
If a resource manager must approve assignment schedule changes.
If a resource, resource manager, or project manager is notified if an assignment schedule changes.
If a resource, resource manager, or project manager is notified if an assignment's status changes.
For this option, you select the assignment statuses that trigger a notification message.
See Scheduling and Managing Resources.
Important! For all resources, if you select Supervisor instead of Pool Manager in the Resource Manager Options group box on the Resource Management Options page, a manager must exist for the resource on the Update Employee Data - Employee Job page before you can use workflow to send assignments for approval or notification to the resource manager.
This section discusses how to:
Create assignments.
Enter customer and project information.
Enter schedule details.
View assignment status history.
Access additional assignment options.
View the job scorecard.
Save assignments.
Approve assignments.
Page Name |
Definition Name |
Navigation |
Usage |
You can access the Assign Resource page through multiple navigation paths. This list presents five frequently used paths. The primary path appears first.
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Create, modify, or view assignments. |
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Click the Create Link to Service Order link on the Assign Resource page. |
Associate assignments with existing service orders and resource request line numbers. |
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Click the View Conflicts link on the Assign Resource page. |
View dates on resources' schedules that overlap assignments. |
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Click the View Schedule Chart link on the Assign Resource page. |
View resource schedules in a bar chart format. |
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Enter new assignment statuses and effective dates, and view the assignment status history. |
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You can access the Job Scorecard for <Resource> page through multiple navigation paths. This list presents five frequently used paths.
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View resources' fit scores against the requirements that you specify in a search or on a resource request. |
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View resources' current or past assignments, bids from resources, and recommendations for resources. |
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Click Notify Contracts Administrator on the Assign Resource page. |
Send special billing instructions for this assignment to the contract administrator. |
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Click Save on a new or modified assignment. This page appears if the assignment dates conflict with another assignment or appointment. |
Review assignments or appointments that have dates in conflict with assignments. Accept the conflicts or cancel the save and correct the assignments. |
||
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Review assignment changes and workflows that are triggered for this action. |
||
Assign Resource (approval) |
|
Approve or reject assignments if approval workflow is activated. |
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Setup Financials/Supply Chain, Product Related, Resource Management, Assignment Status, Assignment Status |
Administrators can modify assignment status description values on this page, if required. |
Access the Assign Resource page (Resource Management, Assign Resource, Assign Resource).
The default values that appear on an assignment are based on the assignment's origin. For example:
If you access the Assign Resource page from the Express Search feature, the resource name and assignment date values appear.
If you create an assignment from the Staffing Workbench fulfillment process, this information populates the assignment from the service order and resource request:
Resource name.
Assignment description.
Project role.
Assignment status.
Category.
Responsible for staffing.
Project business unit.
Project.
Customer.
Location.
Contact.
Schedule detail dates.
Link to the resource request.
Link to the named resource on the Resources page in the PeopleSoft Program Management system if the assignment is for a resource request that is associated with a generic resource placeholder.
If you create an assignment from the Resources page in the PeopleSoft Program Management system, this information populates the assignment from the project or named resource:
Resource name.
Assignment description.
Category.
Project role.
Project business unit.
Project.
Schedule detail dates.
Note. If you use PeopleSoft Program Management, you should not modify resource assignments in both PeopleSoft Resource Management and Program Management. Choose one primary method for modifying resource assignments
Your ability to edit fields or select certain field values is based on your user role and the assignment origin.
Go to the Customer/Project Information group box on the Assign Resource page.
Go to the Schedule Detail Dates and Schedule Exception Dates group boxes on the Assign Resource page.
If schedule change approval workflow is activated and the assignment is in an Assigned status, the system sends the assignment to the resource manager for approval when the schedule changes.
The system sends a worklist item to the resource if you create or modify a date for an assignment in an Assigned status.
Access the Assignment Dates in Conflict page (click the View Conflicts link on the Assign Resource page).
When you click View Conflicts on the Assign Resource page, this page appears if this assignment conflicts with an existing entry on the resource schedule.
This page will also show the duration when the resource is ineligible to be staffed during the assignment period when the Skip ineligible Days field is cleared on the Assignment page.
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Click the calendar icon on an appointment row to open the resource's monthly schedule in a new browser window and view or modify the resource schedule. |
Assignment ID |
Click an assignment ID on an assignment row to open a new browser window and view details about the conflicting assignment. You can update or delete conflicting tasks based on the permissions that are associated with your user role, or modify the schedule of the current assignment to accommodate the conflicts. |
Use this feature to specify breaks in the assignment schedule, such as a scheduled vacation, or a period of time during the project when the resource is not needed on the assignment. Enter the dates, hours, and time that the resource will not work on the assignment. Add comments to explain breaks in the assignment schedule.
You can create assignment exceptions that occur within a date and time range of a schedule detail row. The scheduling logic first lays out all of the details dates, then removes all the exception dates. The system will return an error if the scheduled exception dates occur outside the assignment dates.
If the Skip Ineligible field is selected and the resource is ineligible to be staffed during the assignment duration, then those dates are automatically added in the Schedule Exception Dates grid with a Ineligible Date exception.
Note. Use assignment schedule exceptions only to remove assignment tasks for the specified dates—they do not add tasks of another type to the resource schedule in place of the assignment task entries. For example, if you enter an exception for one week due to a vacation, the assignment task does not appear on the schedule for the specified week, and the vacation task does not appear unless you add it manually to the schedule.
Access the Assign Resource - Assignment Status page (click the Status History link on the Assign Resource page).
Assignment Status |
Enter or confirm the assignment status. |
As of Date |
Enter the effective date of the new status. This field is required if you change the status to Complete. Upon saving the assignment with a status of Complete, the application removes all of the entries from the resource schedule where the date is greater than the value of the date entered, and updates the work experience entry in the resource profile with the date entered. |
Comments |
Enter an explanation for the status change. |
Assignment Status Change History
The Assignment Status Change History group box reflects changes in status by adding a new row of data for each status change on the assignment. This group box lists the complete assignment status history in descending chronological order.
This section discusses links to additional scheduling tools that assist you in managing assignments.
View Resource's Assignments
Access the Assignments for <Resource> page (click View Resource's Assignments on the Assign Resource page).
Use the Assignments for <Resource> page to view a list of the resource assignments. You can drill down to view current or previous assignment details on the Current filter or History filter. You can view summary information or details of resource requests for which the resource has placed a bid or been recommended in the Bids filter or Recommendations filter.
The number of assignments or resource requests that are included in a filter appears in parentheses next to the filter name.
Current |
Click this link to view a list of the resource's assignments in a status of:
Assignments that appear in this filter are based on the resource's assignment status. A resource does not have to be currently working on the assignment for it to appear in this filter. A visual indicator is used to show the current assignment for the resource based on the assignment start and end dates. |
Bids |
Click this link to view a list of resource requests for which the resource submitted a bid. A visual indicator is used in this filter if the resource request that placed a bid was assigned to another resource. Bids are removed from this filter once an assignment is created for this resource-and-resource request combination. |
Recommendations |
Click this link to view a list of resource requests for which the resource received a recommendation. A visual indicator is used in this filter if the resource request was assigned to a different resource. Recommendations are removed from this filter once an assignment is created for this resource-and-resource request combination. |
History |
Click this link to view a list of your assignments in a status of:
Assignments that appear in this filter are based on the resource's assignment status. |
|
A green circle indicates that this is a current assignment for the resource based on the assignment start and end dates. A current assignment is defined as an assignment with a start date equal to or before the current system date, and an end date equal to or after the current system date. This visual indicator may appear in the Current filter or History filter. |
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This icon indicates that another resource was selected to fulfill a resource request for which this resource submitted a bid or received a recommendation. This visual indicator appears only in the Bids filter or Recommendations filter. |
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A red X may appear in the Recommendations filter or History filter. On the Recommendations filter, this icon indicates that the resource request is canceled. On the History filter, this icon indicates that the assignment is canceled. |
Detail |
Click in the Current filter or History filter to access the Assign Resource page and review assignment details. You can modify the assignment or change assignment dates based on permissions that are associated with your user role. To return to the Assignments for <Resource> page, click OK to save changes and return, or click Cancel to return without saving changes. Click in the Bids filter or Recommendations filter to access the Job Detail page and review information about the service order and resource request. To return to the Assignments for <Resource> page, click Return to Resource Assignments. Note. The destination of the Detail link changes based on your active filter. |
Notify Contract Administrator
Access the Notify Contract Administrator page (click Notify Contracts Administrator on the Assign Resource page).
Use this page to send special billing instructions about this assignment to the contract administrator.
Selected |
Select from the list of contract administrators, which consists of those users who are identified in the PeopleSoft Contracts system as the managers of support teams on the contract for which this project is associated. |
Billing Instructions |
Enter comments and instructions. |
OK |
Click to return to the assignment. The message is sent when you save the assignment. |
Other Scheduling Options
You can access these other resource scheduling tools from the Assign Resource page:
Select View Score Card to access the Job Scorecard page and view the detailed evaluation of the resource's qualifications, availability, and preferences compared to the selected resource request.
This link is available if the assignment is associated with a service order.
Select View Monthly Schedule to access the resource's Monthly Schedule page.
Select View Schedule Chart to access a graphical view of the resource's schedule. The chart displays the default task categories and colors that are specified during implementation on the Installation Options - Resource Management page.
See Also
Working with Resource Schedules
Defining Resource Management Installation Options
Access the Job Scorecard for <Resource> page (click View Score Card on the Assign Resource page).
This page is available if the assignment is associated with a service order.
ID |
Displays a concatenation of the business unit, service order ID, and resource request ID. This field does not appear if you access the Job Scorecard page from an express search. |
Request |
Displays information about the resource request if this page is accessed from a service order or the Staffing Workbench. |
Qualifications |
Displays the qualifications score and lists each specified qualification. Indicates if the resource is qualified, partially qualified, or not qualified based on this accomplishment, competency, or flexible qualification factor. |
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In the Qualifications region, a green check mark indicates that the resource meets all of the aspects of the specified competency, accomplishment, or flexible qualification factor. In the Preferences region, this icon indicates that the resource has indicated a desirable preference for this competency. |
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In the Qualifications region, a yellow check mark with a green x indicates that the resource partially meets the specified competency, accomplishment, or flexible qualification factor. In the Preferences region, this icon indicates that the resource has no preference for this competency. |
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In the Qualifications region, a red x indicates that the resource does not meet the specified competency, accomplishment, or flexible qualification factor. In the Preferences region, this icon indicates that this competency is undesirable to the resource. |
Work Experience |
Click this link to access the Work Experience page on the resource profile. |
EResume |
Click this link to access the resource's resume document attachment. |
Preferences |
This group box displays the preferences score and lists each specified qualification. Indicates if the qualification is desirable or undesirable, or if the resource has no preference. It also includes bids and flexible preference factors. |
Availability |
This group box displays schedule conflicts and provides a link to the resource schedule to view schedule details. Regarding holidays, a date conflict appears when there is an entry on the resource's schedule with the task type of Scheduled Holiday that overlaps with the date range on the resource request. This occurs regardless of the skip holiday option that you specified on the Installation Options - Resource Management page. If there are no schedule conflicts, a message appears indicating that there are no conflicts for the selected dates. |
Return |
Click this button to return to the page where you accessed the Job Scorecard. Note. The Qualifications, Preferences, and Availability scores represent the actual scores of the resource for the request. If you accessed this page from the Staffing Workbench, Pool Manager Workbench, Express Search, or the Job Spy, the scores that appear on these pages may vary from the Job Scorecard scores. The scores that appear on the workbench pages are based on the search settings and relative weights that you selected. |
Click Save to save the assignment. If you save an assignment in a status of Reserve or Assign, the system verifies that the assignment schedule falls within the project date range.
If there are schedule conflicts, the Conflicting Dates Found - Assignment Dates Conflict page appears, listing the appointments or assignments that have dates in conflict with this assignment. If you accept the conflicts, the system saves assignment with the resource overbooked. This means that the resource may be scheduled to work more than the standard hours per day, depending on how many hours the resource is scheduled to work on the assignments or appointments that occur on the dates in conflict.
Click OK to save the assignment regardless of the overbooking. Click Cancel to return to the assignment and correct the dates.
If you create an assignment from an express search, you can click Apply or OK on the Assign Resource page to save the assignment. Use Apply if you want to view a confirmation of the assignment after you save it.
The system displays an error message if the assignment start time is before the resource establishment date in Resource Management.
Saving Assignments Using Program Management
If you use PeopleSoft Program Management, and the assignment schedule dates conflict with an existing assignment for this resource and project, when you save the assignment a message appears indicating that an assignment exists for the resource for the scheduled date range. Click OK to return to the assignment and resolve the schedule date conflict. You cannot save the assignment if assignment dates overlap for this resource and project.
If there are no schedule conflicts when you save the assignment in a status of Assign or Reserve, or if you accept the conflicts, the Assignment Confirmation page appears with a summary of the workflow and changes that the save triggers. Click OK to return to the Assign Resource page.
If you create an assignment with a status of Assign or Reserve from an express search, click Apply to save the assignment and view the Assignment Confirmation page if there are no schedule conflicts, then click OK on the Assignment Confirmation page to return to the Express Search page. Alternatively, click OK on the Assign Resource page to save the assignment if there are no schedule conflicts, and return to the Express Search page.
Access the Assign Resource approval page.
If assignments require the resource manager's approval, an assignment can be placed in a status of Assign only through the approval process or directly by the resource's manager. If you select an assignment status of Assign and approval workflow is activated, the assignment is automatically placed in a status of Pending Approval until the resource manager approves or rejects it.
Note. If two levels of approval are required, on first approval, the status does not change to Assign but rather remains in a Pending Approval status. After the second required approval, the status of the assignment changes to Assign.
Justification |
Enter remarks that are pertinent to the assignment approval or rejection. The system appends this information to the assignment history. |
Approve |
Click to change the assignment status to Assign. |
Reject |
Click to change the assignment status to Reject. |
During implementation, you specify on the Resource Management Options page whether assignment schedule changes require the resource manager's approval, the project manager's approval, or both, as well as which of those managers must approve first.
This section provides an overview of assignment schedule changes and discusses how to approve assignment schedule changes.
You can modify assignment schedules based on the security access of your user role. Resources access the Assign Resource update schedule page from the My Assignments - Assignments page, or by clicking Assign Resource in the Resource Management navigation folder.
These actions occur if a resource's assignment status is Assigned or Pending Approval, someone other than the resource's manager changes the assignment schedule, and assignment schedule change workflow is activated for the project business unit on the assignment:
The system changes any new or changed assignment detail to a Pending status.
The assignment status remains Assigned.
The pending dates are reflected on the assignment, the resource's schedule and availability, and in the PeopleSoft Program Management system, if applicable.
The system sends a worklist entry to the resource's manager with a link to the Assign Resource approval page.
Approved changes to the schedule update the status from Pending to Confirmed.
Rejected schedule changes revert the assignment, the resource's schedule, availability, and project team back to the prechange assignment schedule.
The prechange schedule appears on the assignment and reverts back to a status of Confirmed.
These actions occur if the assignment is in any status other than Assigned or Pending Approval, the assignment schedule changes, and assignment schedule change workflow is activated; or, if the assignment is in an Assigned or Pending Approval status, the assignment schedule changes, and assignment schedule change workflow is not activated:
The assignment schedule status is Confirmed.
The system does not generate worklist entries, and no schedule change approvals are required.
The system publishes schedule changes to the PeopleSoft Program Management system, if applicable.
You cannot save an assignment schedule change if it is associated with a project and the new schedule falls outside of the project's early start and late finish dates.
Page Name |
Definition Name |
Navigation |
Usage |
|
Approve or reject assignment schedule changes if approval workflow is activated. |
Access the Assign Resource approval page (Resource Management, Assign Resource).
You approve assignment schedule changes in the same way that you approve new assignments. You can enter a justification and click Approve or Reject.