Document number: 15303

 

Note: Only Resourcers may make these changes.

How you change a resource's assignment date in a Service Order depends on whether you are extending the resource's assignment dates or rolling the resource off the assignment early. You must follow the steps below, or you will run into a problem with the resource schedule not matching the new assignment dates on the Service Order (see Eureka! document 15304 — Resource schedule does not match new assignment dates in Resource Management).

Choose one of the following options below:

Extending the resource's assignment date
Rolling the resource off the assignment early ("Early roll-off dates")

 

 

 

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Extending the assignment date

Take these steps if you wish to roll the resource off an assignment early:

1. Open the Service Order for the assignment.

2. Scroll to the Assign Resources section in the Resource Request section of the Service Order.

3. Click on the Assignment Status " Assigned" link for the resource.

4. The Assignment Entry page appears.

5. In the Scheduling Options section, click on the Add Assignment Details button.

6. Two rows will appear under Assignment Detail. The first row has the original assignment dates. Do not modify that row. The second row is where you will make the extension. Click the Extension box next to that second row.
7. Click the Save button.
• Once this change is saved, the Scheduling Options section will be grayed out and no changes can be made to that section.

The Service Order and the resource's schedule should be updated with the extension information.

 

Note: This change will update Projects as well as the consultant schedule.

 

 

Click here to go back to the beginning of this document.

 

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Early roll-off date

Take these steps if you wish to roll the resource off an assignment early:

1. Open the Service Order for the assignment.

2. Scroll to the Assign Resources section in the Resource Request section of the Service Order.

3. Click on the Assignment Status " Assigned" link for the resource.

4. The Assignment Entry page appears.

5. In the Scheduling Options section, change the end date to the early roll-off date.

6. Click the Save button.

 

The Service Order and the resource's schedule should be updated with the early-roll off date information.

 

 

Click here to go back to the beginning of this document.

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2002 All rights reserved.
Created: kcw 10/03/2002
Reviewed: 09/03/2004