To view the approval status of an assignment, click on the Team Role in the Resources page. The approval status represents the current stage of approval of the assignment.

If Oracle Workflow is enabled, you can specify a sequential list of approvers. The workflow process automatically forwards the approval forms to the approvers in the specified order. If Oracle Workflow is not enabled, then you must manually contact the listed approvers.

You can schedule assignments for a group of resources. For example, you can schedule a team meeting for a project team by selecting multiple resources from the My Resources screen and clicking Add Admin Assignment or Add Delivery Assignment. You can enter the assignment information, which the system uses to create an assignment for each resource that you selected. A mass assignment workflow then routes each assignment for approval.

If you have authority to approve the assignment, you can approve it immediately or submit the assignment through the approval process. In either case, you must identify one or more approvers for the assignment confirmation.

During this process, the resources are checked for potential or existing schedule conflicts. If conflicts exist and the resource is overcommitted beyond the defined level of acceptability, then the assignment request is flagged as having conflicts.

Once an assignment is approved, the approval status of the assignment is changed to Approved and the schedule status of the assignment is changed to a confirmed system status. If the assignment is rejected, you can make changes to the assignment and resubmit it through the approval workflow process.

Any change in status of an assignment triggers notifications to the resource, the resource manager, the staffing manager, and the project manager. The transfer price amount is shown only on single assignment approval notifications, not on mass assignment approval notifications.

When an assignment is created, the amount specified for the start date will be the initial transfer price rate. (If the assignment start date is a holiday or a calendar exception, the first working day will be taken for calculating the initial transfer price amount). A user can update the transfer price amount by running the PRC: Update Forecast Amounts process, which calculates the transfer price rate as an average of the rates given during the assignment duration.

Other Sources

• PA: Mass Assignment Approval Workflow, Oracle Projects Implementation Guide