Scheduling Resources Using PeopleSoft Fluid

Page Name

Definition Name

Usage

Project Schedules Page

EP_PC_MY_RPJ_FL_GBL

View date ranges for all projects.

Project Resources Page

EP_PC_TM_SCHD_FL_GBL

View all resources, their role, and the duration to which they are assigned to a project.

Resource Schedule Page

EP_PC_RS_SCHD_FL_GBL

View the projects and activities assigned to a resource.

Resource Schedule - Activity Page

PC_RS_SCHD_SCF

View more information about the activity.

Project Resource Details Page

None

View details about the resource assignment for the project.

Using the PeopleSoft Fluid pages to schedule resources allows project managers to view project dates, activity dates, and resource assignments in a Gantt Chart format. Gantt Charts allow project managers to compare multiple project, activity, and resource assignments to one another. For this feature, Oracle’s PeopleSoft provides a modified version of the Gantt Chart feature that enables users to view information side-by-side and to drill into project, activity, and resource details. This allows project managers to identify and address project-related schedule issues.

Note these points about the Gantt Chart when using the PeopleSoft Fluid pages:

  • The Gantt Chart is display only, does not support drag and drop, and cannot be re-sized.

  • The Gantt Chart displays only daily and monthly views.

  • The Gantt Chart cannot be viewed using a smart phone.

Use the Project Schedules page (EP_PC_MY_RPJ_FL_GBL) to view date ranges for all projects.

Navigation:

Fluid Home > Project Management > Project Schedules

This example illustrates the fields and controls on the Project Schedules page.

Project Schedules page

Field or Control

Description

Sort By

Select an option that the system uses to sort the projects. Options include:

  • Project % Complete

  • Project Description

  • Project End Date

  • Project Start Date

Daily and Monthly

Click the Daily or the Monthly button to change the column headings in the bar chart. The system automatically refreshes the page when you select an option.

(Project label of Project bar)

Click a project label or the project bar to access the Resource Schedule Page.

Use the Project Resources page (EP_PC_TM_SCHD_FL_GBL) to view all resources, their role, and the duration to which they are assigned to a project.

Navigation:

Fluid Home > Project Management > Project Schedules. Click the bar of a project.

This example illustrates the fields and controls on the Project Resources page.

Project Schedules - Project Resources page

Use this page to view all resources for a specific project. For each resource, the system shows the role and date range for which the resources is assigned to the specific project

Field or Control

Description

Assigned Work, Remaining Work, and Actual Work

Displays the sum of the work that is assigned to the resource at the activity level.

(Resource)

Click a resource to access the Resource Schedule Page.

(Resource bar)

Click a resource bar to access the Project Resource Details Page.

Use the Resource Schedule page (EP_PC_RS_SCHD_FL_GBL) to view the projects and activities assigned to a resource.

Navigation:

Fluid Home > Project Management > Project Schedules. Click the bar of a project and then click a resource name.

This example illustrates the fields and controls on the Resource Schedule page.

Project Schedules - Resource Schedule page

Use this page to view project and activity date ranges to which a specific resource is assigned.

Field or Control

Description

Daily and Monthly

Click the Daily or the Monthly button to change the column headings in the bar chart. The system automatically refreshes the page when you select an option.

Project label, Activity label, and project activity bar

Click the project name label, the activity name label, or the project activity bar to access the Resource Schedule - Activity Page.

Use the Resource Schedule - Activity page (PC_RS_SCHD_SCF) to view more information about the activity.

Navigation:

Fluid Home > Project Management > Project Schedules. Click the bar of a project. Click an activity.

This example illustrates the fields and controls on the Resource Schedule - Activity page.

Project Schedules - Resource Schedule - Activity page

Use the Project Resource Details page to view details about the resource assignment for the project.

Navigation:

Fluid Home > Project Management > Project Schedules. Click the bar of a project and then click the bar of a resource.

This example illustrates the fields and controls on the Project Resource Details page.

Project Schedules - Project Resource Details page

Use this page to view all projects to which a specific resource is assigned.

Field or Control

Description

Issues Submitted, Status Reports, Change Requests, and Assigned Risks

Click to access additional information about the status. The number indicates how many records are recorded for that status. For example, if the number “5” is shown for Assigned Risks, then there are 5 risks assigned to the resource for the project.