This page allows you to release the resources from the existing project and confirm the new allocation to the requested target project. The existing project manager can enter a new release date when the concerned resource cannot be released on the requested release date. You can change the allocation type from Reserved to Hard.
This page allows the employee to do the following
Employee Information should have been defined through the Employee Induction component
Resource Request should have been defined through the Maintain Resource Request page
Allocation should have been defined through the Resource Availability page
To maintain resource release details, select Service Resource Planning → Workforce Planning → Maintain Resource Release from the Business Process menu.
Choose Maintain from the Action combo.
In the Search Criteria section, enter the identification Code of the Resource Request for releasing the resource from the existing project.
Enter the Allocation ID of the resource.
Enter the Code of the Employee to be released.
Enter the name of the employee.
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.
Click Search to retrieve the search results details in the multiline.
Note: You can enter any one field to retrieve the search results.
The system displays Line No, Emp. Code, Employee Name, From Date, To Date, Project Code, Allocation % and Requested Release Date.
Enter the New Release Date of the resource.
Note: Select at least one row in the multiline.
Choose an option from Confirm Release combo to specify whether the resource release is confirmed or not. The system lists Yes and No as options.
Choose an option from Rejection Reason combo to specify the reason for rejection if the confirmed release is selected as No. The system lists the options as defined in the Maintain Attribute Master of SRP Masters Component.
Enter the Remarks regarding the resource release details.
Choose an option from Allocation Status combo to specify the status of the resource allocation. The system lists Cancelled and Confirmed as options.
Enter the Allocation Remarks regarding the resource allocation details.
Choose an option from Allocation Type combo to specify the allocation type of the resource request. The system lists Hard and Reserved as options.
Note: Hard allocation cannot be changed to reserved. Only a reserved allocation can be made hard.
The system displays the Target Project Code, Department, Role/Job Description, Designation/Position, Work Location, Grade, Date of Joining, Employee Type andAllocation ID in the multiline.
Click Submit to save the resource release details.
Submit, the system saves the resource release details and displays the Release Status.
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.
The system displays the Data History details.
|
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. |
|
Search Criteria Section |
||||||
|
Resource request ID |
The identification code of the resource request for releasing the resource from the existing project. |
Textbox |
Yes |
No |
20 |
Click the lens icon to retrieve a Resource request ID from the Help on Request ID screen. |
|
Allocation ID |
The allocation ID of the resource. |
Textbox |
Yes |
No |
20 |
Click the lens icon to retrieve an Allocation ID from the Help on Allocation ID screen. |
|
Employee Code |
The code that identifies the employee to be released. |
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 |
|
|
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 |
|
|
Resource Details Section |
||||||
|
Line No. |
The line number of the resource request. |
Textbox |
No |
No |
4 |
|
|
Emp. 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 |
|
|
To Date |
The date from which the employee is released from the project. |
Textbox |
No |
No |
11 |
|
|
Project Code |
The code that identifies the project. |
Textbox |
No |
No |
20 |
|
|
Allocation % |
The resource allocated for the project specified in percentage. |
Textbox |
No |
No |
4 |
|
|
Requested Release Date |
The requested release date of the resource. |
Textbox |
No |
No |
11 |
|
|
New Release Date |
The new release date of the employee. |
Textbox |
Yes |
Yes |
11 |
|
|
Confirm Release |
The option that indicates whether the resource release is confirmed or not. |
Combo |
No |
Yes |
20 |
The system lists Yes and No as options. |
|
Rejection Reason |
The option that indicates the reason for rejection if the confirmed release is selected as No. |
Combo |
No |
Yes |
255 |
The system lists the options as defined in the Maintain Attribute Master of SRP Masters Component. |
|
Remarks |
The remarks regarding the resource release rejection details. |
Textbox |
Yes |
No |
2999 |
|
|
Release Status |
The status of the resource release. |
Textbox |
No |
No |
20 |
|
|
Allocation Status |
The option that indicates the status of the resource allocation. |
Combo |
No |
No |
20 |
The system lists Cancelled and Confirmed as options. |
|
Allocation Remarks |
The remarks regarding the resource allocation details. |
Textbox |
Yes |
No |
2999 |
|
|
Target Project Code |
The target project code of the employee. |
Textbox |
No |
No |
20 |
|
|
Allocation Type |
The option that indicates the allocation type of the employee. |
Combo |
No |
Yes |
20 |
|
|
Department |
The department to which the employee belongs. |
Textbox |
No |
No |
50 |
|
|
Role/Job Description |
The role or job description of the employee. |
Textbox |
No |
No |
50 |
|
|
Work Location
|
The work location to which the employee belongs. |
Textbox |
No |
No |
20 |
|
|
Grade |
The grade title of the employee. |
Textbox |
No |
No |
20 |
|
|
Date of Joining |
The date on which the employee joined the organization. |
Textbox |
No |
No |
11 |
|
|
Employee Type |
The employment type of the employee. |
Textbox |
No |
No |
20 |
|
|
Allocation ID |
The identification code of the resource allocation. |
Textbox |
No |
No |
20 |
|
|
Optional Links Section |
||||||
|
Employee Competencies |
The link used to view the employee competency details. |
Link |
No |
No |
20 |
|
|
Data History Section |
||||||
|
Created By |
The login ID of the user who created the resource release details. |
Textbox |
No |
No |
50 |
|
|
Created Date and Time |
The date and time on which the resource release details was created. |
Textbox |
No |
No |
25 |
|
|
Last Modified By |
The login ID of the user who last modified the resource release details. |
Textbox |
No |
No |
50 |
|
|
Modified Date and Time |
The date and time on which the resource release details was last modified. |
Textbox |
No |
No |
25 |
|