Services Delivery Workspace

The Services Delivery workspace contains the following components:

  • Global Navigation
  • Alerts
  • Counts
  • Chart
  • List View
  • Time Entry
  • My Weekly Summary
  • Skills and Certifications Component
  • Expense Entry

The Services Delivery links enable you to open the pages that are relevant to your role.

Alerts

Alerts provide you with information to highlight important details about your missing time, rejected timecards, and rejected expense reports. To display a list of detailed records specific to each alert, click View Details.

The following alerts are available from Services Delivery workspace.

Name Description View Details
Missing Time

The count of missing time from time variance records. The missing time is calculated by the difference between Work Calendar Hours and Total Hours Submitted for the record of last week for current resource.

Note: If there are no records and no jobs are running, the missing time status displays zero time for that particular record. .

Displays a list view of your time variance records.

The following fields are displayed:

  • Time Variance Name
  • Resource
  • Work Calendar Hours
  • Total Hours Submitted
  • Variance
Rejected Timecards The total count of your rejected timecards that need attention.

Displays a list view of your rejected timecards.

The following fields are displayed:

  • Timecard ID
  • Status
  • Project
  • End Date
Rejected Expense Reports The count of your rejected expense reports that need attention.

Displays a list view of your expense reports.

The following fields are displayed:

  • Expense Report Name
  • Project
  • Resource
  • Status
  • Total Reimbursement Amount
  • Description

Counts

Counts summarize the number of records found on corresponding list views that are relevant for the Services Delivery workspace. Counts enable you to quickly access related content. To display a list view of detailed records specific to each count, click the count.

The following counts are available from the Services Delivery workspace.

Name Description View Details
My Active Assignments

The count of your active assignments that are billable and are not closed.

Displays the following fields for a list view of your assignments that are billable and are not closed:

  • Assignment Name
  • Role
  • Project
  • Status
  • Start Date
  • End Date
My Overdue Tasks The count of your project task assignments and project tasks having end date till today with status as "Started".

Displays the following fields for a list view of your overdue tasks:

  • Project Task Assignment Number
  • Project
  • Project Task
  • Project Task Start Date
  • Project Task End Date Hours
  • Project Task Status
My Certifications To Expire This Year

The count of your Certifications that are due to expire this year.

Note: Apply the skills and certifications record type to the User's profile and permission set.

Displays the following fields for a list view of you certifications that are due to expire this year:

  • Rating ID
  • Skill or Certification
  • Expiration Date

For more information on customizing Navigation Pane, Count and Alert cards, see Customizable Lightning Components Overview.

Chart

The Services Delivery Workspace Report Chart displays a Timecards report, summarizing the total number of hours off from projects you are assigned to.

Note: Apply the appropriate permissions to view and manage the reports.

A view of the details of your report that shows all projects submitted timecard hours, click View Reports.

List View

The Services Delivery List View displays a list of your task assignments.

List View enables you to quickly access related content. To display a list view of detailed task assignments specific to each view, click More.

The following fields are displayed:

  • Project Task Assignment Number
  • Project
  • Start Date
  • End Date

Time Entry Component

The Time Entry component displays a list of your timecards.

Time Entry enables you to quickly access related content. To display a list of detailed time entries specific to each timecard, click an individual timecard.

To create a new time entry, click New.

Manage Skills and Certifications Component

The Manage Skills and Certifications Lightning component contains the action that enables you to manage skills and certifications for resources.

For more information, see Managing Skills, Certifications, and Experience for Resources.

My Weekly Summary Component

The My Weekly Summary component provides a weekly view of status for all your associated projects, assignments, and project task assignments.

For more information, see My Weekly Summary.

Expense Entry Component

The Expense Entry Lightning component enables you to submit expenses against assignments and milestones associated with projects.

To create a new expense entry, click New.