Document number: 15240

 

My Monthly Schedule may be accessed by Deployable Resources and Project Managers only. Global Services Managers, Customer Managers, Resourcers, and Project Managers may view or update (if permissible) a deployable resource's schedule by using the Monthly Schedule feature (for more information about Monthly Schedule, see Eureka! document 15241 — "Monthly Schedules" in Resource Management.)

Your schedule determines your availability for assignments in the Resource Management system. It cannot be used to report your PTO to the HR application. However, you should enter your PTO days in the calendar as those days can affect your availability for assignments. The monthly schedule does not interface with your Lotus Notes calendar for the scheduling of meetings and other appointments. Click on a topic below:

Tips and notes about your schedule in Resource Management
How to get to your schedule in Resource Management
How to add an entry to your schedule
Update Employee's Holidays button - document 15247
Viewing someone else's schedule in Resource Management - document 15241

 

 

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Please note the following about your schedule :

• The default view for your schedule is Monthly. You change the view when you click into a particular day or event. From there you can go to the Daily view. From the Daily view, you may choose a Weekly or Monthly view.

  • Note: There is an issue with the weekly view at this time: If there is a repeating event during the week, only the last day of the repeating event appears in the weekly view. Every day of the repeating event shows up in both the daily and monthly view. There is no ETA on a fix at this time.

• In the monthly view, here is what can happen if you click on a particular day:
  • If there is an event scheduled for a particular day:
    • Click on an event and you will be taken to the details for that event.
    • Click on the date and you will be taken to the calendar for the entire day

  • If there are no events scheduled on the calendar, when you click on that date, you will be taken to an appointment form to fill in an event.

• You cannot change any staffing entries for projects you have been assigned to by the Resource Management team.

• You can create conflicting entries - you will not receive a warning about any time conflicts. You will appear as double-booked on your schedule.

• When entering a new appointment, the Task Categories are largely self-explanatory. For more information about the categories, see Eureka! document 15257 — Categories for the Monthly Schedule in Resource Management. The type of of entry you choose can affect your "Fit Score" for an assignment - certain categories are more flexible than others and will allow a higher Fit Score.

• Any saved changes you make to your schedule generates an email notification to your manager and may affect your future staffing assignments.

• The yellow box in the weekly and monthly views indicates the current date.

• Only deployable resources have access to the My Monthly Schedule link.

 

 

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Viewing My Schedule

To view your own schedule, follow these steps:

1. Launch the Resource Management Home Page. For more information on where to find the page, see Eureka! document 15233 — How to access the Resource Management Home Page and dashboards.

2. From the Resource Management Home Page, click on the Resource Schedule icon.

3. Click on My Monthly Schedule.

 

You should see your monthly schedule.

 

 

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How to add an entry to your schedule

Follow these steps to add an entry to your schedule:

1. Launch your schedule ( click here to see section above).

2. Click on the date upon which you wish to add an entry.

• Make sure you click on the date. If there is an entry on that date already and you click on that, you will end up on the appointment detail screen for that entry. If you do end up on the appointment detail screen, click on the To Daily View link at the bottom of the appointment details screen to get to the Daily View.

3. If the Appointment Details screen is not already showing, click on the time for which you wish to make an entry.

4. Enter the Start Date.

• The format is mm/dd/yyyy. Example: 01/01/2001.

5. Enter Start Time.

6. Enter the duration of the appointment.

   • If the duration is in fractional hours, enter a decimal number. For example, a 2-1/2 hour meeting duration would be entered as " 2.5".

7. Choose a Category for the entry. Remember that the category you choose may affect your availability in different ways. For more information about the categories, see Eureka! document 15257 — Categories for the Monthly Schedule in Resource Management.

8. Enter a Description for the entry.

9. If the entry is to span several days, enter the repeating information in the Occurrence Information box.

10. Click the Save button.

11. You will be taken to a Notification Message page. You may wish to enter a message to your manager about this schedule change in the Notes box. Click OK to send the message to your manager.

12. You will be taken back to the Appointment Details screen. To see your new entry, click on the To Daily View or To Monthly View link near the bottom of the page.

 

Your entry is complete and entered on your schedule.

 

 

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Created by the PeopleSoft Knowledge Management Team.
Copyright © 2002 All rights reserved.
Created: kcw 01/24/2002
Reviewed: 09/03/2004