Viewing Resources Needing Assignments

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

Page Name

Definition Name

Usage

Resources Needing Assignments Pagelet

RS_PE_TOP_MYRES

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 Page

RS_MYWKBNCH_OPT

Select the group of resources to appear on the Resources Needing Assignments pagelet.

See Personalizing the Resources Needing Assignments Pagelet.

My Workbench Options - Orders Page

RS_MYWKBNCHREQ_OPT

Select the default method by which you search for resources, using either a resource group or the owning organization on the service order.

See Personalizing the Resources Needing Assignments Pagelet.

My Workbench Options - Utilization Page

RS_MYWKBNCHRSC_OPT

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.

See Personalizing the Resources Needing Assignments Pagelet.

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.

To personalize the pagelet:

Use the My Workbench Options - Workbench page (RS_MYWKBNCH_OPT) to select the group of resources to appear on the Resources Needing Assignments pagelet.

  1. 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.

  2. Use the My Workbench Options - Utilization page (RS_MYWKBNCHRSC_OPT) to 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.

    • 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 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 triangle 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 circle 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.

Use the Resources Needing Assignments pagelet (RS_PE_TOP_MYRES) to 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.

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.

Field or Control

Definition

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.

Red Alert statusRequires Immediate Attention

Indicates 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.

Warning indicatorWarning

Indicates 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.

Within Range indicatorWithin Range

Indicates 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 the More link to access the Staffing Workbench - Utilization page to view the assignment status for all of the resources in the resource group.