Assignment Statuses

The assignment status controls much of the workflow within PeopleSoft Resource Management business processes. It determines whether a service order is fulfilled and whether tasks are created on resource schedules, and it can trigger additional workflow approvals and email notifications.

Actions Triggered by Assignment Statuses

As an assignment moves through various stages and its status is updated, it triggers certain events in other areas of the application. Assignment statuses determine the resource fulfillment progress of resource requests and service orders in PeopleSoft Resource Management, and project resource lists in PeopleSoft Program Management. Statuses also determine which assignments appear on resource schedules and in the work history section of resource profiles.

This table describes assignment status values and lists the actions that each value triggers:

Assignment Status Description Triggers These Actions

Assign

The resource's assignment is confirmed. To change the status to Assign you can:

  • Select the Assign status on the Assign Resource page.

  • Select the Assign action on the Staffing Workbench.

  • In the PeopleSoft Program Management system, select the Requested resource status on the Resources page.

Note: If approval workflow is required, the Assign status value changes to Pending Approval until the assignment has completed the approval workflow. In the PeopleSoft Program Management system, choose Requested and save the page to trigger assignment approval workflow. If approval workflow is not enabled , the resource status changes to Committed upon saving the page.

This status updates the resource schedule and resource profile in the PeopleSoft Resource Management system, and the project resource list in the PeopleSoft Program Management system. If the assignment fulfills the quantity on the resource request, the resource request is closed and other assignments that are attached to this resource request that are not in a status of Assign are canceled.

Cancel

The assignment is canceled. To change the status to Cancel you can:

  • Select the Cancel status on the Assign Resource page.

  • Select the Cancel action on the Staffing Workbench.

  • In the PeopleSoft Program Management system, select the Cancelled resource status on the Resources page.

Alternatively, the system can change the status automatically during workflow processing as follows:

  • If you fulfill the quantity required on a resource request, the outstanding assignments for the resource request that are not yet Assigned are automatically canceled.

  • If you close a resource request, the outstanding assignments for the resource request that are not yet Assigned are automatically canceled.

An assignment status of Cancel triggers this actions:

If you cancel an assignment on the Assign resource page, the system will display a message stating that all calendar entries of the resource for this assignment will be removed. After saving the canceled assignment, the assignment end date will be changed to the assignment start date.

Canceling an assignment does not remove the resource from the project resource list in PeopleSoft Program Management or the project team in PeopleSoft Project Costing.

Note: If no assignments exist in a status of Assigned on a service order and the service order is canceled, all of the resource requests on the service order are automatically canceled and the service order is no longer editable.

Complete

The work assignment is complete. To change the status to Complete you can:

  • Select the Complete status on the Assign Resource page.

  • Select the Complete action on the Staffing Workbench.

  • In the PeopleSoft Program Management system, select Complete from the Resource Status drop-down list box on the Resources page.

If you complete an assignment on the Assign Resource page, the Assign Resource - Assignment Status page appears for you to enter an effective date. These actions occur:

  • If the completion effective date is before the assignment end date, the system updates the resource schedule, resource profile work history, and project. Calendar entries after the effective date of the completion are deleted.

  • If the completion effective date is after the assignment end date, the system updates only the resource profile work history.

These actions occur if you complete an assignment from the Resources page in the PeopleSoft Program Management system:

  • If the user changes the Resource Status to Complete for an assignment that is in process, the assignment status changes to Complete.

  • If transactions exist for the resource on the project, the assignment status changes to Complete.

  • If the effective date entered on the Assignment Status page is before the assignment start date, an error message will be displayed stating that the effective date is not valid.

Interview

The resource is interviewing for the assignment. You can change the status to Interview on the Assign Resource page or the Staffing Workbench.

An assignment in this status appears on the resource request, but does not change the request status.

Pending Approval

The assignment was submitted to the resource's manager and is awaiting approval. If a user selects an assignment status of Assign and approval workflow is required, the assignment is automatically placed in a status of Pending Approval until the manager approves or rejects it.

In the PeopleSoft Program Management system, on the Resources page, the Resource Status will be Requested if approval workflow is required.

This status triggers approval workflow, if enabled. This status updates the resource schedule and appears on the resource request, but does not change the request status.

If the requested quantity on the resource request is one and there is an assignment against it in a Pending Approval status, the system will not allow any more assignments in an Assigned or Pending Approval status.

Propose

The resource is proposed for the assignment. You can change the status to Propose on the Assign Resource page or the Staffing Workbench.

An assignment in this status appears on the resource request, but does not change the request status.

Reject

The assignment is rejected. The status is automatically changed to Reject during workflow processing when you reject the assignment on the Assignment Approval page.

In the PeopleSoft Program Management system, on the Resources page, the Resource Status will be Rejected if the assignment request was not approved.

This status updates the resource request and resource schedule.

Reserve

The resource is reserved for the assignment. To change the status to Reserve you can:

  • Select the Reserve status on the Assign Resource page.

  • Select the Reserve action on the Staffing Workbench.

Note: The system does not reserve resources on the Resources page in the PeopleSoft Program Management system. From the Resources page you can choose one of two options. You can select a resource status of Considered, which will not generate a PeopleSoft Resource Management assignment. Alternatively, you can select a resource status of Requested, which creates a PeopleSoft Resource Management assignment with a status of Assign if assignment approval is not required, or with a status of Pending Approval if approval is required.

This status updates the resource schedule and appears on the resource request, but does not change the request status.

Valid Status Changes

This table lists available statuses in the right column that you can select for an assignment based on the assignment's current status listed in the left column:

Current Assignment Status Available Assignment Statuses

None (new assignment)

  • Assign

  • Interview

  • Propose

  • Reserve

Assign

  • Cancel

  • Complete

Canceled

None

Complete

None

Interview

  • Assign

  • Cancel

  • Propose

  • Reserve

Pending Approval

Cancel

Proposed

  • Assign

  • Cancel

  • Interview

  • Reserve

Reject

  • Assign

  • Cancel

Reserve

  • Assign

  • Cancel