This page allows the Project Manager to release a resource from the project. The Project Manager can partially release a resource. Instead of raising a request, the Project Manager can request for extension of resource. Based on the entered search criteria, the system displays the resource details in the multiline. The new release date and release reason can be provided for the resource.
This page allows the employee to do the following
Employee Information should have been defined through the Employee Induction component
Project Information should have been defined
Client Information should have been defined
To maintain project resource release details, select Service Resource Planning → Workforce Planning → Maintain Project Resource Release from the Business Process menu.
Choose Maintain from the Action combo.
Choose an option from Numbering Type combo to specify the numbering type.
Enter the Release ID of the resource request.
The system displays the status of the resource release details.
In the Search Criteria section, enter the Code that identifies the Project to which the employee belongs.
Enter the name of the project to which the employee belongs.
Enter the Code that identified the Client to whom the project is assigned.
Enter the name of the client.
Enter the Code of the Employee to be retrieved.
Enter the name of the employee.
Click Search to retrieve the search results details in the multiline.
The system displays Project Code, Project Name, Project Vertical, Employee Code, Employee Name, From Date, Till Date and % Allocation.
Enter the New Release Date of the resource.
Note: Select at least one row in the multiline.
Enter the resource Released from the project in percentage.
Choose an option from Release Reason combo to specify the reason for resource release from the project. The system lists the options as defined in Maintain Attribute Master of SRP Masters Component.
Enter the Remarks regarding the resource release details.
Choose an option from Target Pool Project combo to specify the pool projects which is used for pool transfer.
Click Submit to save the resource release details of the project.
The system displays the Data History details.
To authorize project resource release details, select Service Resource Planning → Workforce Planning → Maintain Project Resource Release from the Business Process menu.
Choose Authorize from the Action combo.
Enter the Request ID of the project resource release for authorization.
The system retrieves and displays the resource details. Make required modifications to the data displayed. Refer Fields in this Screen topic for an explanation of the fields displayed.
Click the Submit to authorize the project resource release details.
To view project resource release details, select Service Resource Planning → Workforce Planning → Maintain Project Resource Release from the Business Process menu.
Choose View from the Action combo.
The system retrieves and displays the resource details. Refer Fields in this Screen topic for an explanation of the fields displayed.
|
Field Name |
Description |
Type |
Editable |
Mandatory |
Length |
Remarks |
|
Header |
||||||
|
Action |
The option that indicates the action that you want to perform. |
Combo |
No |
Yes |
20 |
The system lists Maintain as option. |
|
Numbering Type |
The option that indicates the numbering type of the resource request. |
Combo |
No |
Yes |
20 |
|
|
Release ID |
The release ID of the resource allocation. |
Textbox |
Yes |
Yes |
20 |
Click the lens icon to retrieve a release ID from the Help on Release ID screen. |
|
Status |
The status of the resource release from the project. |
Textbox |
No |
No |
20 |
|
|
Search Criteria Section |
||||||
|
Project Code |
The code that identifies the project to which the employee belongs. |
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 to which the employee belongs. |
Textbox |
Yes |
No |
50 |
|
|
Client Code |
The code that identifies the client to whom the project is assigned. |
Textbox |
Yes |
No |
20 |
Click the lens icon to retrieve a Client Code from the Help on Client screen. |
|
Client Name |
The name of the client to whom the project is assigned. |
Textbox |
Yes |
No |
50 |
|
|
Employee Code |
The code that identifies the employee to be retrieved. |
Textbox |
Yes |
No |
20 |
Click the lens icon to retrieve an Employee Code from the Help on Employees screen. |
|
Employee Name |
The name of the employee. |
Textbox |
No |
No |
50 |
|
|
Result Set Section |
||||||
|
Project Code |
The code that identifies the project. |
Textbox |
No |
No |
20 |
|
|
Project Name |
The name of the project. |
Textbox |
No |
No |
50 |
|
|
Project Vertical |
The vertical of the employee. |
Textbox |
No |
No |
100 |
|
|
Employee Code |
The code that identifies the employee. |
Textbox |
No |
No |
20 |
|
|
Employee Name |
The name of the employee. |
Textbox |
No |
No |
50 |
|
|
From Date |
The date from which the employee is released from the project. |
Textbox |
No |
No |
11 |
|
|
Till Date |
The date from which the employee is released from the project. |
Textbox |
No |
No |
11 |
|
|
% Allocation |
The resource allocated for the project specified in percentage. |
Textbox |
No |
No |
28, 2 |
|
|
New Release Date |
The new release date of the employee. |
Textbox |
Yes |
Yes |
11 |
|
|
Release % |
The resource who is released from the project specified in percentage. |
Textbox |
Yes |
Yes |
28, 2 |
|
|
Release Reason |
The option that specifies the reason for resource release from the project. |
Combo |
No |
Yes |
255 |
The system lists the options as defined in Attribute Master of SRP Masters Component. |
|
Remarks |
The remarks regarding the resource release details. |
Textbox |
Yes |
No |
2999 |
|
|
Target Pool Project |
The option that indicates the pool projects which is used for pool transfers. |
Combo |
No |
No |
100 |
|
|
Data History Section |
|
|
|
|
|
|
|
Created By |
The login ID of the user who created the project resource release details. |
Textbox |
No |
No |
50 |
|
|
Created Date and Time |
The date and time on which the project resource release details was created. |
Textbox |
No |
No |
25 |
|
|
Last Modified By |
The login ID of the user who last modified the project resource release details. |
Textbox |
No |
No |
50 |
|
|
Modified Date and Time |
The date and time on which the project resource release details was last modified. |
Textbox |
No |
No |
25 |
|