Resource Type (SAP Library - Training and Event Management (PE))

Resource Type

Definition

A resource type is a classification of resources that share the same characteristics or attributes. Training and Event Management distinguishes four classifications of resource types:

Room

Instructor

Material

Other resource

Use

Categorizing resources into resource types facilitates resource management and provides you with a clear overview of resource availability. When you create a resource type, you define the attributes that all resources of this type have in common.

When you assign resource types to a business event type in the Create Business Event Type function, you are specifying utilities that may be required for holding the event. You assign the actual resources to the actual scheduled event with the function Create Event Dates with Resources.

See also:

Creating a Business Event Type

Creating a Business Event Date with Resources

Structure

When you create a resource type, you store indicators or attributes that characterize resources of this type. You maintain the following infotypes:

Availability Indicators:

The Availability Indicators infotype lets you specify the conditions that apply to the resource types required when a business event is planned.

Whether the resource in question is a room, instructor, material or other resource.

Resource priority: You can assign a priority value to resources, specifying the order in which resources are presented to you during automatic resource reservation.

Location-dependency: If you use business event locations, you can maintain this indicator for rooms. Once you set the room indicator for a resource, the system automatically proposes the location-dependent indicator.

Required resource: You use this indicator to specify that a certain resource is essential for a business event and must be reserved in the planning process. A resource with this indicator must be reserved for the event; otherwise the event may have to be canceled. The associated indicators multiple and single let you specify whether a required resource can be reserved by multiple business events or only by one.

Only resources that have this indicator are reserved during automatic resource selection.

Amount available: This feature lets you specify how many resources of a type you need per event or per attendee. For example, per event you require one resource of the type room, per two attendees you need one PC (other resource).

Alternative resource search: When you search for the resources material and instructor, you can specify here the relationships or object types to be proposed for selection during resource reservation. The system automatically enters the relevant relationship when you specify one of the above-mentioned categories.

Resource types are represented by the object type R. Depending on their classification, the resources themselves are represented as follows:

The resource room is represented by the object type G.
The resource instructor is represented by the object type P (for an instructor from the HR master data) or by H (for an external instructor). You can, however, define your own object types for your instructors.
The resource material is represented by the object type M.
The resource other resource is represented by the object type G.

During resource selection when you plan or create business event dates, the system handles the various resources differently. No further specifications are required for object type G (room and other resource).

The system finds resources of object types M, P or H (material and instructors) using the function Alternative resource search. This lets you determine specific resources for a business event type, for example, you can determine that instructor X may hold events of type Y. In this case, you must enter either the alternative object type with which the resource type is related or an allowed relationship between the object type and the business event type, such as is held by (instructor) or uses for business event/attendee (material).

Capacity

The capacity infotype lets you specify the minimum, optimum, and maximum capacity of rooms. These values are compared with the capacity values stored for a business event or event type when attendance is booked.

Relationships

In this infotype, you specify the cost center to which resources of a resource type belong. The cost center you enter here is proposed as default for the pertinent resources. You may overwrite it if required.

Further Information

You maintain the Costs infotype on this tab page. You assign costs (subdivided into cost items) to a resource type. This information is required for cost transfer to Cost Accounting and for the price determination feature as well.

Before you can maintain the Costs infotype, you must work through the step Define Cost Items in Customizing for Training and Event Management.

It is not mandatory that you store the infotypes capacity, cost center, or cost data for the resource type. You can store this data for the individual resources instead. We recommend that you maintain this information for the resource types. The values you store apply then to all resources of a given type.

If required, you can override these values by maintaining a different value for one specific resource.

Integration

You can create resource types and resources in Current Settings or in Customizing under Business Event Preparation.

Maintaining resources and resource types in the dynamic resource menu offers you a more structured and clearer working environment. An added advantage is that you can directly reserve resources for business events there.

See also:

Creating a Resource Type

Availability Indicators (Infotype 1023)

Capacity (Infotype 1024)

Costs (Infotype 1036)