peoplesoft 8.4 resource management reports - oracle the resource scheduling business...

PeopleSoft 8.4

Resource Management Reports

PeopleSoft 8.4 Resource Management Reports

SKU Fr84RMT-R 0302

PeopleBooks Contributors: Teams from PeopleSoft Product Documentation and

Development.

Copyright © 1992-2002 PeopleSoft, Inc. All rights reserved.

Printed in the United States.

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P E O P L E S O F T P R O P R I E T A R Y A N D C O N F I D E N T I A L C O N T E N T S i i i

C o n t e n t s

PeopleSoft 8.4 Resource Management Preface

PeopleSoft Application Fundamentals ..............................................................................xv

Pages With Deferred Processing .......................................................................................xv

About This PeopleBook

Before You Begin............................................................................................................ xvi

PeopleSoft Application Fundamentals ............................................................................ xvi

Related Documentation .................................................................................................. xvii

Hard-copy Documentation....................................................................................... xvii

PeopleBooks Standard Field Definitions....................................................................... xviii

Typographical Conventions and Visual Cues.................................................................. xix

Pages Used to <process name> ........................................................................................ xx

Open Source Disclosure .................................................................................................. xxi

Comments and Suggestions............................................................................................. xxi

Chapter 1

Getting Started With PeopleSoft Resource Management

PeopleSoft Resource Management Business Processes .................................................. 1-1

Integrating with PeopleSoft Resource Management ....................................................... 1-2

Implementing PeopleSoft Resource Management........................................................... 1-2

Setting Up PeopleSoft Global Financials Application Tables .................................. 1-3

Setting Up PeopleSoft Projects and Contracts Application Tables........................... 1-4

Setting Up PeopleSoft HRMS 8.0+ Application Tables ........................................... 1-5

Setting Up PeopleSoft HRMS-Independent Tables .................................................. 1-6

Setting Up PeopleSoft Resource Management Tables.............................................. 1-7

Chapter 2

Preparing to Implement PeopleSoft Resource Management

Understanding PeopleSoft Resource Management ......................................................... 2-1

Databases .................................................................................................................. 2-2

Integration ................................................................................................................. 2-2

The PeopleSoft Business Structure ........................................................................... 2-3

Organization.............................................................................................................. 2-4

Defining and Preparing to Implement Your Source Employee Data .............................. 2-4

P E O P L E S O F T 8 . 4 R E S O U R C E M A N A G E M E N T

C O N T E N T S i v P E O P L E S O F T P R O P R I E T A R Y A N D C O N F I D E N T I A L

Using PeopleSoft HRMS 8.0 or Higher .................................................................... 2-4

Using PeopleSoft HRMS Less Than 8.0 or Third-Party HRMS............................... 2-5

Using PeopleSoft Resource Management Without HRMS Integration .................... 2-7

Integrating PeopleSoft Resource Management Within the PeopleSoft Enterprise.......... 2-8

Enterprise Integration Points, PeopleSoft HRMS and Resource Management......... 2-8

Understanding the PeopleSoft Business Structure......................................................... 2-10

Using PeopleSoft Business Unit/SetID Functions with HRMS and FSCM Applications

................................................................................................................................. 2-10

Using Existing PeopleSoft HRMS and FSCM Business Units ............................... 2-12

PeopleSoft Projects and Resource Management Business Units ............................ 2-12

Defining Your Organization .......................................................................................... 2-12

Deciding Which Organizational Unit to Use .......................................................... 2-13

Using the Resource Management Home Page............................................................... 2-14

Pages Used from Resource Management Home ..................................................... 2-14

Using the Resource Management Home Pages....................................................... 2-15

Chapter 3

Defining PeopleSoft Resource Management Business Units

Understanding PeopleSoft Resource Management Business Units................................. 3-1

Defining PeopleSoft Projects Business Units ........................................................... 3-2

If You Use PeopleSoft HRMS 8.0+.......................................................................... 3-2

Prerequisites..................................................................................................................... 3-2

PeopleSoft Resource Management Business Units ......................................................... 3-3

Pages Used to Define Business Units, Defaults and Options.................................... 3-3

Establishing PeopleSoft Resource Management Business Unit Definitions............. 3-3

Establishing PeopleSoft Resource Management Business Unit Options .................. 3-4

If You Use PeopleSoft HRMS 8.0+: Map RM to HRMS Business Units ................ 3-5

Chapter 4

Defining Your Organization Using Trees

Understanding How to Organize Your Resources........................................................... 4-1

The Department Tree ................................................................................................ 4-2

Other Trees................................................................................................................ 4-2

Establishing a Tree Structure Definition.......................................................................... 4-3

Establishing a New Organizational Unit Tree ................................................................. 4-3

Using Non-Department Organizational Unit Configurations .......................................... 4-4

Identifying or Creating a Valid Employee-Organization Record.............................. 4-4

Updating the ORG_FIELDNAME Label.................................................................. 4-6

Updating the SQL definition RS_ORGTREE_DEPT_SQL ..................................... 4-6


P E O P L E S O F T P R O P R I E T A R Y A N D C O N F I D E N T I A L C O N T E N T S v

Chapter 5

Setting Up Enterprise Integration Points

Understanding Enterprise Integration Points................................................................... 5-1

Integration Broker ..................................................................................................... 5-1

Component Interfaces ............................................................................................... 5-2

Business Interlinks .................................................................................................... 5-2

Setting Up Integration Broker Message Subscriptions.................................................... 5-3

Setting Up Messages - Incremental Synchronization ............................................... 5-4

Setting Up Messages - Full Table Synchronization.................................................. 5-6

Activating Full Table Publish Rules ......................................................................... 5-8

Reviewing Integration Broker Messages to Enable Resource Matching.................. 5-9

Reviewing Component Interfaces for PeopleSoft Resource Management...................... 5-9

Business Interlinks for PeopleSoft Resource Management .................................... 5-12

Chapter 6

Managing Access to PeopleSoft Resource Management

Understanding Shared Data and Access .......................................................................... 6-1

Permission Lists ........................................................................................................ 6-1

User Profiles and Roles............................................................................................. 6-2

Updating Permission Lists............................................................................................... 6-2

Creating Users ................................................................................................................. 6-5

Mapping Users to Roles .................................................................................................. 6-6

Chapter 7

Establishing PeopleSoft Resource Management Without an Integrated HRMS

Understanding PeopleSoft Resource Management Without PeopleSoft HRMS............. 7-1

PeopleSoft Resource Management HRMS Independence Implementation Checklist .... 7-2

Establishing HRMS Independence: Deselecting PeopleSoft HRMS 8.0+ Integration.... 7-3

Page Used to Deselect PeopleSoft HRMS 8.0+........................................................ 7-3

Deselecting Integration with PeopleSoft HRMS 8.0+ .............................................. 7-3

Defining Application Setup Tables for Accomplishments .............................................. 7-4

Understanding Accomplishments ............................................................................. 7-5

Pages Used to Setup Resource Accomplishment Tables .......................................... 7-6

Setting Up Resource Accomplishment Tables.......................................................... 7-8

Defining Application Setup Tables for Competencies .................................................... 7-8

Understanding Competencies ................................................................................... 7-8

Pages Used to Setup Competency Tables ................................................................. 7-9

Setting Up Resource Competency Tables................................................................. 7-9

Establishing the HRMS-Independent Competency Tree............................................... 7-10

Using Competency Trees ........................................................................................ 7-10


C O N T E N T S v i P E O P L E S O F T P R O P R I E T A R Y A N D C O N F I D E N T I A L

Defining Application Setup Work Definition Tables .................................................... 7-11

Understanding Work Definitions ............................................................................ 7-11

Pages Used to Setup Work Definition Tables ......................................................... 7-11

Setting Up Work Definition Tables......................................................................... 7-12

Creating Employee Data Files ....................................................................................... 7-12

Understanding Employee Data Tables .................................................................... 7-12

Pages Used to Setup Employee Data ...................................................................... 7-13

Setting Up Employee Data Tables .......................................................................... 7-13

Chapter 8

Setting Up PeopleSoft Resource Management with PeopleSoft HRMS 8.0+

Understanding PeopleSoft Resource Management and HRMS 8.0+ .............................. 8-1

Establishing Integration with PeopleSoft HRMS 8.0+.................................................... 8-3

Establishing Competencies ....................................................................................... 8-4

Establishing Your Competency Tree ........................................................................ 8-4

Synchronizing the Competency Type Tree ............................................................... 8-5

Using the Export Tree ............................................................................................... 8-6

Using the Import Tree ............................................................................................... 8-7

Updating Permission Lists When Using PeopleSoft HRMS 8.0+ ............................ 8-7

Activating Single Signon................................................................................................. 8-8

Chapter 9

Establishing Customers

Understanding the Customer Profile................................................................................ 9-1

Defining Customer Data .................................................................................................. 9-1

Prerequisites .............................................................................................................. 9-1

Pages Used to Set Up Customer Profiles .................................................................. 9-2

Setting Up Customer Profiles.................................................................................... 9-2

Working with Customer Profiles............................................................................... 9-3

Chapter 10

Establishing Resources

Understanding Resources .............................................................................................. 10-1

Establishing and Maintaining Resources ....................................................................... 10-2

Common Terms Used in This Chapter.................................................................... 10-2

Pages Used to Set Up Resource Profiles ................................................................. 10-3

Establishing an Employee as Resource................................................................... 10-4

Establishing Employee as Resource Change Job .................................................... 10-5

Establishing Employees as Resources – Batch Method.......................................... 10-6

Establishing Resources Program List.................................................................... 10-10


P E O P L E S O F T P R O P R I E T A R Y A N D C O N F I D E N T I A L C O N T E N T S v i i

Establishing Resource Eligibility.......................................................................... 10-11

Resource Eligibility Management – Resource Future Eligibility ......................... 10-13

Using Select Job for Staffing ................................................................................ 10-13

Multi Job—Select Job for Staffing ....................................................................... 10-14

Change Job page ................................................................................................... 10-14

Chapter 11

Establishing Calendars

Understanding Scheduling and Calendars ..................................................................... 11-1

Task Categories....................................................................................................... 11-1

External Desktop Calendaring Applications........................................................... 11-2

Holidays .................................................................................................................. 11-2

Defining Task Categories .............................................................................................. 11-2

Page Used to Create Task Categories ..................................................................... 11-3

Creating or Updating Task Categories.................................................................... 11-3

Setting up PeopleSoft Resource Management with Desktop Calendar Applications.... 11-5

Prerequisites............................................................................................................ 11-5

Pages Used to Set Up Calendar Synchronization ................................................... 11-5

Mapping External Categories.................................................................................. 11-6

Configuring Calendar Synchronization Options..................................................... 11-7

Synchronizing Calendars ........................................................................................ 11-8

Establishing Holidays.................................................................................................... 11-9

Pages Used to Load Holidays ................................................................................. 11-9

Loading Holidays.................................................................................................. 11-10

Refreshing Holidays.............................................................................................. 11-10

Chapter 12

Enabling Service Order Entry

Understanding Service Orders....................................................................................... 12-1

Service Order Priorities........................................................................................... 12-1

Service Order Defaults............................................................................................ 12-2

The Qualification Profile ........................................................................................ 12-2

Templates................................................................................................................ 12-2

Setting Up Service Order Priority ................................................................................. 12-2

Page Used to Set Up Service Order Priority ........................................................... 12-2

Setting Up Service Order Priorities......................................................................... 12-3

Setting Up Service Order Defaults (Optional)............................................................... 12-3

Pages Used to Define Service Order Defaults ........................................................ 12-4

Setting Up Service Order Defaults.......................................................................... 12-4

Defining Owning Organization Defaults ................................................................ 12-5


C O N T E N T S v i i i P E O P L E S O F T P R O P R I E T A R Y A N D C O N F I D E N T I A L

Defining Sourcing Organization Defaults............................................................... 12-7

Setting Up Qualification Profiles................................................................................. 12-11

Page Used to Define Qualification Profiles .......................................................... 12-12

Creating Qualification Profiles.............................................................................. 12-12

Using Templates .......................................................................................................... 12-17

Pages Used to Create Templates ........................................................................... 12-17

Creating a Resource Request Template................................................................. 12-18

Creating Service Order Templates ........................................................................ 12-19

Chapter 13

Enabling Resource Matching and the Ad Hoc Search Index

Understanding Resource Matching and Ad Hoc Searching........................................... 13-1

Resource Matching.................................................................................................. 13-1

Flexible Attributes................................................................................................... 13-3

Administer Match Cache......................................................................................... 13-4

Ad Hoc Search for Resources ................................................................................. 13-5

Setting Up Flexible Attributes (Optional) ..................................................................... 13-6

Page Used to Define Flexible Attributes................................................................. 13-6

Setting Up Flexible Attributes................................................................................. 13-6

Establishing Match Cache ........................................................................................... 13-11

Page Used to Administer Match Cache................................................................. 13-12

Administering Match Cache.................................................................................. 13-12

Creating the Ad Hoc Search Index .............................................................................. 13-13

Page Used to Define the Ad hoc Search Index ..................................................... 13-14

Creating the Ad Hoc Search Index........................................................................ 13-14

Chapter 14

PeopleSoft Resource Management Business Processes: An Overview

Understanding the Resource Scheduling Business Process........................................... 14-1

Understanding Resource Management Staffing Tools .................................................. 14-2

Data Components Supporting the Staffing Process ................................................ 14-2

Decision-Making Tools Supporting the Staffing Process ....................................... 14-4

Desktop Analytics and Reporting ........................................................................... 14-9

Dashboards............................................................................................................ 14-10

Chapter 15

Maintaining Resource Profiles

Understanding Resource Profiles................................................................................... 15-1

Who Uses the Resource Profile............................................................................... 15-2

How the Resource Profile is Designed.................................................................... 15-2


P E O P L E S O F T P R O P R I E T A R Y A N D C O N F I D E N T I A L C O N T E N T S i x

Prerequisites .................................................................................................................. 15-8

Working With Resource Profiles................................................................................... 15-8

Pages Used to Maintain the Resource Profile ......................................................... 15-9

Maintaining Resource Profiles.............................................................................. 15-11

Updating Resource Management Competencies, Interests and Accomplishments15-22

The Resource Profile............................................................................................. 15-27

Chapter 16

Maintaining Schedules

Understanding the Resource Schedule .......................................................................... 16-1

Appointments .......................................................................................................... 16-1

Task Categories....................................................................................................... 16-2

Calendar Synchronization ....................................................................................... 16-3

Holidays .................................................................................................................. 16-3

Prerequisites .................................................................................................................. 16-3

Working with Resource Schedules................................................................................ 16-3

Pages Used to Maintain Schedules ......................................................................... 16-4

Maintaining Calendars ............................................................................................ 16-4

Requesting Calendar Synchronization and Holiday Update ................................... 16-7

Managing Appointment Details..................................................................................... 16-8

Pages Used for Appointment Details ...................................................................... 16-9

Entering Appointment Details ................................................................................ 16-9

Viewing Assignment Appointments ..................................................................... 16-14

Chapter 17

Requesting Resources

Understanding Service Orders....................................................................................... 17-1

The Service Order Forms........................................................................................ 17-1

Service Order and Resource Request Status ........................................................... 17-2

Service Order Templates and Resource Request Templates................................... 17-3

Prerequisites .................................................................................................................. 17-3

Using the Express Service Order................................................................................... 17-3

Pages Used to Work with the Express Service Order ............................................. 17-4

Defining the Service Order Header......................................................................... 17-6

Selecting Owning and Sourcing Organizations ...................................................... 17-8

Selecting the Owning Organization ........................................................................ 17-8

Selecting the Sourcing Organization..................................................................... 17-10

Defining Teams..................................................................................................... 17-13

Defining Qualifications......................................................................................... 17-15

Searching for Competencies and Accomplishments............................................. 17-18


C O N T E N T S x P E O P L E S O F T P R O P R I E T A R Y A N D C O N F I D E N T I A L

Defining Engagements .......................................................................................... 17-22

Using Additional General Information.................................................................. 17-23

Working with Engagement Location and Contact Information ............................ 17-24

Express Service Order Options Pages................................................................... 17-26

Using Templates [ ................................................................................................. 17-27

Using Comments and History Information ........................................................... 17-29

Using Interested Parties......................................................................................... 17-31

Using E-Mail Partners........................................................................................... 17-31

Using Assigned Resources .................................................................................... 17-32

Using the Services Link page................................................................................ 17-32

Links to Other Express Service Order Options ..................................................... 17-33

Working with Other Service Order Forms .................................................................. 17-34

Pages Used to Work with the Service Order, Manager Request Services, and Request

Services Forms ...................................................................................................... 17-35

Creating Service Orders ........................................................................................ 17-36

Viewing Resource Request Summary................................................................... 17-37

Working with Resource Requests ......................................................................... 17-38

Additional Requirements....................................................................................... 17-40

Find Resources ...................................................................................................... 17-40

Assigned Resources............................................................................................... 17-41

Interested Parties and Additional Options............................................................. 17-41

Using Manager Request Services Service Order .................................................. 17-43

Requesting Services .............................................................................................. 17-44

Chapter 18

Managing Assignments

Understanding the Assignment Process......................................................................... 18-1

Assignments and Assignment Statuses ................................................................... 18-2

How Assignments Interact With Other Resource Management Files..................... 18-2

Prerequisites................................................................................................................... 18-4

Ad Hoc Search for Resources........................................................................................ 18-4

Pages Used in Ad Hoc Search for Resources.......................................................... 18-5

Using the Ad Hoc Search for Resources ................................................................. 18-5

Assigning Resources...................................................................................................... 18-9

Pages Used to Assign Resources........................................................................... 18-10

Creating New Assignments................................................................................... 18-11

Entering Assignment Information......................................................................... 18-13

Entering Assignment Schedule ............................................................................. 18-15

Other Scheduling Options ..................................................................................... 18-18

Entering Assignment Status History ..................................................................... 18-20


P E O P L E S O F T P R O P R I E T A R Y A N D C O N F I D E N T I A L C O N T E N T S x i

Working With Assign Resource ........................................................................... 18-22

Viewing Resource’s Assignments ........................................................................ 18-24

Working With Assignment Details ....................................................................... 18-26

Notify Contract Administrator .............................................................................. 18-26

Confirming Assignments ...................................................................................... 18-28

Making Assignment Approvals ................................................................................... 18-28

Page Used to Approve Assignments ..................................................................... 18-28

Approving Assignments........................................................................................ 18-28

Chapter 19

Managing Service Orders

Understanding Service Order Processes........................................................................ 19-1

Staffing Workbench ................................................................................................ 19-1

Service Order Maintenance..................................................................................... 19-2

Using the Staffing Workbench ...................................................................................... 19-2

Pages Used for the Staffing Workbench ................................................................. 19-2

Working with the Staffing Workbench Tabs .......................................................... 19-3

Working With the Staffing Tab .............................................................................. 19-6

Working with Resource Requests ......................................................................... 19-11

Setting Resource Search Options.......................................................................... 19-14

Using the Worklist ................................................................................................ 19-22

Managing Service Orders ............................................................................................ 19-23

Pages Used to Manage Service Orders ................................................................. 19-24

Finding Unfilled Service Orders ........................................................................... 19-24

Reviewing Service Orders .................................................................................... 19-25

Deleting Service Orders and/or Templates ........................................................... 19-27

Chapter 20

Managing Utilization

Understanding Utilization.............................................................................................. 20-1

My Resources Dashboard ....................................................................................... 20-1

Recommendations and Bids.................................................................................... 20-2

Reporting Tools....................................................................................................... 20-2

Managing Utilization Using My Resources Dashboard ................................................ 20-3

Pages Used with My Resources Dashboard............................................................ 20-3

Defining My Resources Dashboard Options........................................................... 20-4

Defining Chart Parameters...................................................................................... 20-6

Using My Resources Dashboard............................................................................. 20-8

Finding Assignments and Using Recommendations and Bids .................................... 20-12


C O N T E N T S x i i P E O P L E S O F T P R O P R I E T A R Y A N D C O N F I D E N T I A L

Pages Used to Find Assignments, Make Recommendations and Review Bids for

Resources .............................................................................................................. 20-12

Finding Assignments for Resources...................................................................... 20-13

Using the Job Scorecard........................................................................................ 20-15

Making Recommendations Using the Job Detail Page ......................................... 20-17

Reviewing Resource Bids ..................................................................................... 20-22

Using Reporting Tools to Manage Utilization............................................................. 20-23

Pages Used to Generate Reports ........................................................................... 20-24

Common Reporting Elements ............................................................................... 20-27

Forecasting Utilization and Revenue .................................................................... 20-29

Compiling Unassigned Resources......................................................................... 20-30

Reviewing Assignments Ending ........................................................................... 20-31

Reviewing Assignments........................................................................................ 20-32

Most Requested Competencies & Accomplishments Reports .............................. 20-32

Service Order Listing ............................................................................................ 20-33

Chart Resources’ Schedules .................................................................................. 20-35

Chapter 21

Self Service for Resources

Understanding the Resource Dashboard........................................................................ 21-1

The Resource Dashboard ........................................................................................ 21-1

The Job Spy............................................................................................................. 21-1

Working with My Assignments..................................................................................... 21-2

Pages Used to Work in My Assignments Dashboard.............................................. 21-2

Defining Your Dashboard Options.......................................................................... 21-3

Using My Assignments Dashboard......................................................................... 21-4

Using the Assignments Tab..................................................................................... 21-5

Using the E-mail Supervisor Option ....................................................................... 21-8

Using the Job Spy Tab ............................................................................................ 21-8

Using the Job Scorecard........................................................................................ 21-10

Using the Worklist Tab ......................................................................................... 21-12

Using the Job Detail Page ..................................................................................... 21-13

Submitting Bids..................................................................................................... 21-17

Chapter 22

Appendix A: Resource Matching Background Processes

Understanding Resource Management Background Processes ..................................... 22-1

Resource Matching.................................................................................................. 22-1

Understanding Resource Matching Processes ............................................................... 22-2

Factors, Factor Groups and Objective Fit ............................................................... 22-2


P E O P L E S O F T P R O P R I E T A R Y A N D C O N F I D E N T I A L C O N T E N T S x i i i

Relative Importance of Factors and Factor Families .............................................. 22-5

The Overall Fit Score.............................................................................................. 22-6

How the Resource Matching Factors Work............................................................ 22-7

Accomplishments Factor ................................................................................ 22-7

Competency Proficiency and Experience Factors......................................... 22-10

Manager Recommendation Factor ................................................................ 22-11

Project Experience Factor ............................................................................. 22-11

Resume Factor .............................................................................................. 22-11

Flexible Qualification Factors....................................................................... 22-12

Competency Interest Factor .......................................................................... 22-14

Resource Bid Factor...................................................................................... 22-15

Flexible Preference Factors........................................................................... 22-15

Availability Factor ........................................................................................ 22-16

The Resource Matching Data Equation ................................................................ 22-19

Chapter 23

Appendix B: PeopleSoft Resource Management Reports

PeopleSoft Resource Management Reports: General Description ................................ 23-1

PeopleSoft Resource Management Reports ............................................................ 23-1

Glossary

Index

P E O P L E S O F T P R O P R I E T A R Y A N D C O N F I D E N T I A L P R E F A C E v

About This PeopleBook

This book describes information about PeopleSoft 8.4 Resource Management Reports. You

can order the online version by requesting SKU FSCM84PBR0, or the hardcopy version by

requesting SKU Fr84RMT-R 0302.

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P E O P L E S O F T P R O P R I E T A R Y A N D C O N F I D E N T I A L A P P E N D I X B : P E O P L E S O F T R E S O U R C E M A N A G E M E N T R E P O R T S 2 3 - 1

C H A P T E R 2 3

Appendix B: PeopleSoft Resource

Management Reports

This appendix provides an overview of PeopleSoft Resource Management reports and enables

you to view summary tables of all reports.

Note. For samples of these reports, see the PDF files published on CD-ROM with your

documentation.

PeopleSoft Resource Management Reports: General Description

This table lists the PeopleSoft Resource Management reports, sorted alphanumerically by

report ID. The reports listed are HTML and Crystal reports.

PeopleSoft Resource Management Reports

Report ID and

Report Name

Description Navigation Run Control Page

Forecast Utilization

– Revenue

RS_2020TUTR_RP

T

Use this report to gain

visibility into both

utilization forecast and a

theoretical revenue forecast

compared to optimal

revenue forecast. This

report presents anticipated

revenue based on scheduled

assignments compared to

what revenue in an optimal

situation would look like

during the time period for

the organizational unit you

specify on the parameter

page.

See Forecasting Utilization

and Revenue

Resource

Management,

Reports, Forecast-

Utilization Revenue

NA


2 3 - 2 A P P E N D I X B : P E O P L E S O F T R E S O U R C E M A N A G E M E N T R E P O R T S P E O P L E S O F T P R O P R I E T A R Y A N D C O N F I D E N T I A L

Report ID and

Report Name


Unassigned

Resources

RS_2030BENCH_R

PT

Use the Unassigned

Resources (Bench) report to

analyze resources that do

not meet the user-defined

threshold for determining

that a worker is Assigned.

See Compiling Unassigned

Resources

Resource

Management,

Reports, Unassigned

Resources

NA

Assignments Ending

RS_2040WRKRCO

M_RPT

Use the Assignment Ending

(Resource Detail) Report to

review details on a specific

Resource’s skills and

schedule.

Use the Assignment Ending

(Summary) Report to

review a summary list of

your resources with

assignments ending during

the range you specify on the

parameter page. To get a

complete list of all

Resources for the selected

organization, do not enter a

date range. Sorted by

Name.

See Reviewing Assignments

Ending

Resource

Management,

Reports,

Assignment Ending

NA

Assignment Listing

RS_2015ASSGNLS

_RPT

Use the Assignment Listing

Report to view a list of all

resources currently on

assignment. For each

Employee Name displayed

on the report, the Employee

ID, and Assignment ID also

displays, followed by the

Service Order ID, SO Line

(resource request) and Task

Category. This detail

concludes with the Start

Date, End Date, and Last

Update Date/Time.

See Reviewing Assignments

Resource

Management,

Reports,

Assignment Listing

RUN_SRS2015


P E O P L E S O F T P R O P R I E T A R Y A N D C O N F I D E N T I A L A P P E N D I X B : P E O P L E S O F T R E S O U R C E M A N A G E M E N T R E P O R T S 2 3 - 3

Report ID and

Report Name


Most Requested

Competencies

RS_2100COMP_RP

T

Use the Competencies

report to display the most

requested competencies and

accomplishments in

descending order.

Popularity is determined by

the number of times that a

particular competency or

accomplishment appears on

resource requests for a given

business unit in a given time

period. You can use this

information to assist you in

the recruitment of resources

that best meet your

historical needs. Sorted by

Number of Requests.

See Most Requested

Competencies &

Accomplishments Reports

Resource

Management,

Reports, Most

Requested

Competencies

NA

Service Order

Listing

RS_2000SOLIST_R

PT

Use this report to list

Service Orders by status

and/or priority.

See Service Order Listing

Resource

Management,

Reports, Service

Order Listing

RUN_SRS2000

Chart Resources’

Schedules

RS_2045WRKRSC

H_RPT

Use this report to

graphically display the

Resource’s schedule in a

GANNT chart.

See Chart Resources’

Schedules

Resource

Management,

Reports, Chart

Resources’ Schedule

NA

of 1

RS_2020TUTR_RPT- Forecast Utilization-Revenue Report SAMPLE

Forecast Utilization-Revenue Report

FORECAST

Please select a start and end date then click on the chart button to create the Utilization chart. Click on the hyperlink “Report Parameters” at the right of the page to set more parameters for the chart. Click on the lines of the chart to view more details or click on the “Go to Resource List” hyperlink at the bottom of the page to view the Resources in the chart.

11/01/2001 03/31/2002Start Date: End Date:

Go To Report ParametersPlease click on this button to create your report.

Organizational Unit Totals

Theoretical Utilization Ratio: 0.415

Theoretical Revenue Amount: 1,078,653.82

Optimal Revenue Amount: 2,320,094.56

Forecast Utilization-Revenue

of 2

RS_2030BENCH_RPT Unassigned Resources (Bench) Detail Report SAMPLE

Unassigned Resources

Unassigned

Please select a start and end date then click on the chart button to create the Unassigned Resources chart. Click on the hyperlink “Report Parameters” at the right of the page to set more parameters for the chart. Click on the different bars of the chart to view a list of Unassigned or Assigned Resources.


Please click on this button to create your report. Go To Report Parameters


Percentage of Resources Unassigned for Report Period: 89.00


Assigned Resources - 02/25/2002

Name Bill Rate Percent Status Customer Name Assignment

Michael Buhler 250.00 100.00 Committed for Assignment Pleasanton Health 15 OM

IMPLEMENTATION

Edwin Tyler 212.50 100.00 Committed for Assignment Pleasanton Health 15 OM

IMPLEMENTATION

Tosha Kiley 212.50 100.00 Committed for Assignment Pleasanton Health 15 OM

IMPLEMENTATION

Elizabeth Schumacher 180.00 100.00 Committed for Assignment Pleasanton Health 15 INV

IMPLEMENTATION

Martin Pritchard 190.00 100.00 Committed for Assignment Pleasanton Health 15 INV

IMPLEMENTATION

Maria Sevilla 219.23 100.00 Committed for Assignment Pleasanton Health 15 INV

IMPLEMENTATION

of 2

RS_2030BENCH_RPT UnassignedResources(Bench)DetailReport SAMPLE

Assignment IMPLEMENTATION

Anita Gardner 230.00 100.00 Committed for Assignment Pleasanton Health 15 GL IMPLEMENTATION

David Martignoni 230.00 100.00 Committed for Assignment Pleasanton Health 15 GL IMPLEMENTATION

Susan Young 0.00 100.00 Committed for Assignment Pleasanton Health 15 GL IMPLEMENTATION

Nancy Ball 212.50 100.00 Committed for Assignment Pleasanton Health 15 AP Implementation

Nancy Emmerson 190.00 100.00 Committed for Assignment Pleasanton Health 15 AP Implementation

Edward Monroe 180.00 100.00 Committed for Assignment Pleasanton Health 15 AP IMPLEMENTATION

Gladys Sherwood 250.00 100.00 Committed for Assignment Pleasanton Health 15 AR IMPLEMENTATION

Karl Barnes 230.00 100.00 Committed for Assignment Pleasanton Health 15 AR IMPLEMENTATION

of 1

RS_2030BENCH_RPT - Unassigned Resources (Bench) Report SAMPLE


Unassigned

Please select a start and end date then click on the chart button to create the Unassigned Resources chart. Click on the hyperlink “Report Parameters” at the right of the page to set more parameters for the chart. Click on the different bars of the chart to view a list of Unassigned or Assigned Resources.




Percentage of Resources Unassigned for Report Period: 89.00


of 1

RS_2040WRKRCOM_RPT Assignments Ending Detail Report SAMPLE

Assignments Ending ReportAssignments Ending

Michael Buhler

Resource Schedule

of 1

RS_2040WRKRCOM_RPT Assignments Ending Report SAMPLE

Assignments Ending Report

Assignments Ending


Resources

Name Employee ID End Date of Last Assignment

Michael Buhler KU0012 03/08/2002

Edwin Tyler KU0016 03/08/2002

Tosha Kiley KU0032 03/15/2002

Elizabeth Schumacher KU0033 03/15/2002

Martin Pritchard KU0036 03/15/2002

Maria Sevilla KU0053 03/15/2002

Anita Gardner KU0060 04/05/2002

Seiko Garvey KU0069 02/22/2002

David Martignoni KU0075 04/05/2002

Susan Young KU0076 03/29/2002

Nancy Ball KU0079 03/29/2002

Nancy Emmerson KU0080 03/29/2002

Edward Monroe KU0087 03/29/2002

Gladys Sherwood KU0102 03/29/2002

Karl Barnes KU0107 04/05/2002

of 1

RS_2045WRKRSCH_RPT Chart Resources Schedule SAMPLE

Chart Resources' ScheduleMy Resources

Please select a start date and sort order then click on the chart button to create the resource schedule chart. Click on the hyperlink “Report Parameters” at the right of the page to set more parameters for the chart. You can use the buttons to the left of the chart to page through groups of resources. Use the buttons below the chart to view schedules for the next or previous time period.

01/21/2002Start Date:

Employee ID Ascending*Sort Employees by:


Resources' Schedules

* The color white within the chart indicates available time.* The color gray within the chart indicates unavailable time.

of 1

RS_2100COMP_RPT Most Requested Competencies & Accomplishments SAMPLE

Most Requested Competencies & AccomplishmentsLast 3 Months

10Number of Results:

11/01/2001Start Date:

US004Service Order Business Unit:

Please click on this button to create your report.

Most Requested Competencies

Most Requested Accomplishments

of 1

RS_2100COMP_RPT Most Requested Competencies & Accomplishment Detail SAMPLE

Most Requested Competencies & AccomplishmentsLast 3 Months

Competencies

Description Number of RequestsTime Mgmt 1Listen/Rsp 1Prblm&caus 1Multi-Task 1Planning 1Routers 1Wireless 1

Accomplishments

Description Number of RequestsBS 1Procuremnt 1Dutch 1French 1Prcr Mgrs 1

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peoplesoft 8.4 resource management reports - oracle the resource scheduling business...

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