Assignment Processes

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.