Approving Assignment Schedule Changes

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 topic 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 pre-change assignment schedule.

    The pre-change 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

Usage

Assign Resource (approval) Page

RS_ASSIGN_APRVL

Approve or reject assignment schedule changes if approval workflow is activated.

Use the Assign Resource (approval) page (RS_ASSIGN_APRVL) to approve or reject assignment schedule changes if approval workflow is activated.

Navigation:

  • Resource Management > Staffing Workbench > Worklist

    Click Details for an item with action Date Change For Approval.

  • Log in as a resource manager and access the Assign Resource 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.