Viewing and Managing Tasks by Resource

Page Name	Definition Name	Usage
Sourcing Plan Workbench Page	AUC_PLN_WKBNCH_PG	Manage sourcing plans. You can cancel and create new versions.
Sourcing Plan Task Summary Page	AUC_MY_TASKS_PG	View tasks that are assigned to you.
View and Manage Tasks By Resource Page	AUC_PLN_VTR_PG	View and manage tasks by resource.
Update Task Information Page	AUC_PLN_TSK_PG	View task details.

Use the Sourcing Plan Workbench page (AUC_PLN_WKBNCH_PG) to manage sourcing plans.

You can cancel and create new versions.

Navigation:

Sourcing > Manage Plans > Plan Workbench

Select values in the fields in the Search Criteria group box to narrow your search.

Field or Control	Description
Sort Plans By	Select a value to specify how to sort the sourcing plans: Current Owner Plan ID Plan Name Plan Status
Sort Order	Select the order in which you want the sourcing plans to appear. Values are Ascending and Descending.
Only show Plans that I own	Select to retrieve only the plans that you own or of which you are the current owner. Note: The role of Plan Approver allows users to view sourcing plans that are not owned by them.
Use my search defaults	Select this check box if you want to use the search defaults.
Default Search Preferences	Click to define default search preferences. You must define default search preferences before you can use the Use my search defaults field.
Search	Click to retrieve the sourcing plans that meet the search criteria.
Reset	Click this button if you want to revise the search criteria.

Field or Control	Description
Plan ID	Click the link for the sourcing plan that you want to view or edit.
(Cancel icon)	Click the Cancel icon to cancel the sourcing plan. After you have confirmed the cancellation for the sourcing plan, the plan status is changed to Canceled. If subsequent tasks are associated with the sourcing plan, they will also be canceled.
(Create New Version icon)	Click the Create New Version icon to create a copy of the current plan version. The system updates the status of the current plan version to Inactive. The system creates a new plan version, and increments the version number by 1. This option is available for any sourcing plans that do not have a status of Canceled or Complete.
(Approval Status icon)	Click the Approval Status icon to view any sourcing plans that have been routed for approval.

Use the Sourcing Plan Task Summary page (AUC_MY_TASKS_PG) to view tasks that are assigned to you.

Navigation:

Sourcing > Manage Plans > My Sourcing Plan Tasks

Field or Control	Description
Not Completed, Completed, and All Tasks	The number of tasks is displayed.

Field or Control	Description
Task ID	Click to access the Update Task Information page.

Use the Update Task Information page (AUC_PLN_TSK_PG) to view task details.

Navigation:

Click a link in the Task ID column on the View and Manage Tasks By Resource page.

Field or Control	Description
Task Status	You can update the status here. Values are Complete, In Progress, and Not Started.
Actual Start Date	Enter the date that you began to work on the task.
Actual Finish Date	Enter the date that you completed the task.
Return to My Tasks	Click to return to the Sourcing Plan Task Summary page.

Use the View and Manage Tasks By Resource page (AUC_PLN_VTR_PG) to view and manage tasks by resource.

Navigation:

Sourcing > Manage Plans > View Tasks by Resource

Note: This page can be accessed by plan owners only.

To reassign tasks:

Pages Used to View and Manage Tasks by Resource