My Assignments Dashboard in Resource Management
Note: On GoLive in March 2002, the Navigation Menu and the weekly schedule options are not turned on. For more information on turning on these options, click here for the Dashboard options information.
On the My Assignments dashboard, deployable resources and project managers can see information pertaining to your current assignments, your potential assignments (via the Job Spy), a worklist, and your weekly schedule. You cannot see anyone else's My Assignment dashboard.
Click on a link for more information.
Assignments tab
Job Spy tab
Worklist tab
How to get to the dashboard (Eureka! document 15233 — How to access the Resource Management Home Page and dashboards - My Assignments dashboard)
Navigation Menu
Weekly schedule
Dashboard options
This tab of your My Assignments dashboard shows the assignments you are currently on, assignments you have bid for, and assignments for which have been commended by your manager. You may also view a history of your assignments.
If you have an assignment listed, you can click on the Details link to view more information about that assignment.
You may click on the mail icon at the far right of any assignment listed to send an email to your manager regarding information about the assignment. Make sure that your manager's name appears when you click the icon. Follow the instructions on the Send E-Mail page to send the email.
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Click on this tab to see any assignments that the Job Spy has found for you. This is a slightly different view from the Job Spy available on the Resource Management Home Page, but contains the same information. For more information about the Job Spy, see Eureka! document 15237 — The Job Spy in Resource Management.
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Your worklist shows tasks that need your attention and the due dates.
Note: Once you click "Mark As Worked" for an item, it drops off your list and you cannot get it back unless another action on that item is needed at a later date.
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The Navigation Menu runs down the left side of the dashboard. Click this icon to see a screen shot of the menu:
My Profile: This section of the menu includes links to your profile so that you can easily navigate to and change the information in your profile. Once you've made your changes in your profile, you can get back to the My Assignments dashboard by clicking the Return to My Assignments link at the bottom of the page. For more information about your profile, see Eureka! document 15242 — Resource Profiles in Resource Management.
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You can choose to display or not display your weekly schedule on the My Assignments dashboard.
You can only view the weekly version of the calendar - you cannot view the Daily or Monthly calendar on the dashboard.
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. There is no ETA on a fix at this time.
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Upon GoLive in March 2002, the Navigation Menu and the weekly schedule do NOT appear by default on the My Assignments dashboard. The navigation menu has links to other parts of the Resource Management application. If you would like these options to appear, follow these steps:
Go to the top of the Resource Management screen. There is a series of links (called "breadcrumbs") across the top of the screen. Click on the Home link.
Click on the Schedule Resources link.
Click on the Assignments link.
Click on the My Assignments Options link.
Make sure that a checkmark appears next to the Weekly Schedule option if you wish to see your schedule for the week on the dashboard.
Click Save to save your changes.
Click the Return to My Assignments link.
Your chosen options should now appear.
You can change the other options for your dashboard easily once the navigation menu is turned on. To get to the options, click on the Dashboard Options link at the bottom of the Navigation Menu:
When you click the link the Dashboard Options screen appears. From there, you can choose whether you wish to see your weekly schedule and/or the Navigation Menu. Note: For easier navigation to your profile and monthly schedule, you should make sure that the Navigation Menu item is checked so that it will appear.
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Created by the PeopleSoft Knowledge Management Team.
Copyright © 2002
All rights reserved.
Created: kcw 03/05/2002
Revised: kcw 03/21/2002
Reviewed: 09/03/2004