Understanding Resource Schedule Maintenance

Resource schedule maintenance is an essential part of effectively managing resources in PeopleSoft Resource Management. Resource Management uses the resource schedule to interactively manage a resource's scheduled tasks and availability. Resource Matching uses schedule data to calculate the availability of a qualified resource and compare it to the dates specified on a resource request.

Resource schedules appear in a simple calendar format for use by resources, managers, staffing coordinators, and other members of the organization who need to view or update schedules. You can view the current month and year or navigate to previous or future months and years. You can also drill down to a weekly or daily view of the schedule.

During implementation on the Installation Options - Resource Management page, you can specify which non-assignment task categories trigger a notification message to the resource and the resource manager if a manager with authority to modify resource schedules changes a task in the specified category in the resource schedule. You can also specify which non-assignment task categories trigger a notification message to the resource manager if a resource changes a task in the specified category.

This section lists prerequisites and discusses:

• Task categories.

• Assignments and appointments.

• Holidays.

• Notification messages.