Detail View Resource Request

This page allows you to view the detailed resource request or range of requests. Based on the entered search criteria details, the system displays the resource request details like Request ID, Request Date, Department, Request Line No, Role / Job Desc, Allocation / RFH ID, Allocation / RFH ID Status, Employee Code, Employee Name, Allocation Details, Allocation Type, % Requested, % Allocated, PM Release Status and Allocation Status in the multiline. You can also view the employee project allocation details.

Objective

This page allows the employee to do the following

Prerequisites

Procedure

To view detailed resource request details

  1. To view detailed resource request details, select Service Resource Planning Workforce Planning Detail View Resource Request from the Business Process menu.

  2. In the Search Criteria section, enter the Request ID from which you want to view the resource request details.

  3. Enter the Request ID till which you want to view the resource request details.

  4. Enter the Allocation ID from which you want to view the resource request details.

  5. Enter the Allocation ID until which you want to view the resource request details.

  6. Enter the date from which the resource is requested.

  7. Enter the date until which the resource is requested.

  8. Enter the code that identifies the Requester who requests the resource.

  9. Enter the name of the requester.

  10. Enter the Project Code for which the resource is requested by which you want to view the resource request details

  11. Enter the name of the Project.

  12. Enter the Client Code and Client Name to whom the project is assigned.

  13. Choose an option from Department combo to specify the department to which the employee belongs.

  14. Choose an option from Request ID Status combo to specify the status of the resource request ID.

  15. Click Search to retrieve the search results in the multiline.

  16. In the Result Set multiline, the system displays the Request ID, Request ID Status, Request Date, Requestor Code, Requester Name, Project Code, Project Name, Client Code, Client Name, Department, Request Line No, Role / Job Desc, Allocation / RFH ID, Allocation / RFH ID Status, Employee Code, Employee Name, Allocation Details, Allocation Type, % Requested, % Allocated, PM Release Status and Allocation Status details.

  17. Click the Allocation Details Data Hyperlink to view the employee project allocated details.

  18. In the Optional Links section, choose an option from the Optional Links combo to view the optional links available. The system lists all the available links.

Fields in this screen (Detail View Resource Request)

Field Name

Description

Type

Editable

Mandatory

Length

Remarks

Search Criteria Section

Request ID From

The request ID from which you want to view the resource request details.

Textbox

Yes

No

20

Click the lens icon to retrieve a Request ID from the Help on Request screen.

To

The request ID till which you want to view the resource request details.

Textbox

Yes

No

20

Click the lens icon to retrieve a Request ID from the Help on Request screen.

Allocation ID From

The allocation ID from which you want to view the resource request details.

Textbox

Yes

No

20

Click the lens icon to retrieve an Allocation ID from the Help on Allocation screen.

To

The allocation ID until which you want to view the resource request details.

Textbox

Yes

No

20

Click the lens icon to retrieve an Allocation ID from the Help on Allocation screen.

Request Date From

The date from which the resource is requested.

Textbox

Yes

No

11

 

Request Date Till

The date until which the resource is requested.

Textbox

Yes

No

11

 

Requester Code

The code of the requestor who requested the resource.

Textbox

Yes

No

20

Click the lens icon to retrieve a Requester Code from the Help on Employees screen.

Requester Name

The name of the requestor.

Textbox

No

No

50

 

Project Code

The project code for which the resource is required.

Textbox

Yes

No

20

Click the lens icon to retrieve a Project Code from the Help on Project screen.

Project Name

The name of the project.

Textbox

No

No

50

 

Client Code

The code that identifies the client for which the resource is required.

Textbox

Yes

No

20

Click the lens icon to retrieve a Client Code from the Help on Customer screen.

Client Name

The name of the client.

Textbox

No

No

50

 

Department

The option that indicates the department for which the resource is required.

Combo

No

No

50

 

Request ID Status

The option that indicates the status of the resource request.

Combo

Yes

No

50

 

Result Set Multiline

Request ID

The identification code of the resource request.

Textbox

No

No

20

 

Request ID Status

The option that indicates the status of the resource request.

Textbox

No

No

50

 

Request Date

The date on which the resource request is made.

Textbox

No

No

11

 

Requester Code

The code of the requestor who requested the resource.

Textbox

No

No

20

 

Requester Name

The name of the requestor.

Textbox

No

No

50

 

Project Code

The project code for which the resource is required.

Textbox

No

No

20

 

Project Name

The name of the project.

Textbox

No

No

50

 

Client Code

The code that identifies the client for which the resource is required.

Textbox

No

No

20

 

Client Name

The name of the client.

Textbox

No

No

50

 

Department

The department for which the resource is required.

Textbox

No

Yes

20

 

Request Line No

The line number of the resource request.

Textbox

No

No

4

 

Role / Job Desc

The role and job description of the required resource.

Textbox

No

No

50

 

Allocation / RFH ID

The identification code of the request for hire or allocation of the resource.

Textbox

No

No

20

 

Allocation / RFH ID Status

The status of the RFH or allocation of the resource.

Textbox

No

No

50

 

Employee Code

The code that identifies the employee.

Textbox

No

No

20

 

Employee Name

The name of the employee.

Textbox

No

No

50

 

Allocation Details

The resource availability specified in percentage.

Textbox

No

No

28, 2

 

Allocation Type

The type of resource allocation.

Textbox

No

No

50

 

% Requested

The resource requested in percentage.

Textbox

No

No

28, 2

 

% Allocated

The work allocated for the resource in percentage.

Textbox

No

No

28, 2

 

PM Release Status

The release status of the Project Manager.

Textbox

No

No

50

 

Allocation Status

The allocation status of the resource.

Textbox

No

No

50

 

Optional Links Section

Resource Request

The link used to view the resource request details.

Link

No

No

20

 

Resource Availability

The link used to view the resource availability details.

Link

No

No

20

 

Maintain Resource Release

The link used to view the resource release details.

Link

No

No

20