Planning a Business Event Date 

Procedure

  1. On the SAP Easy Access screen, in the SAP Menu choose Human Resources ® Training and Event Management ® Business Events ® Dates ® Planning menu.
  2. Select the Business event type for which you want to plan a business event date.
  3. Choose Planning ® Create. The Plan Business Event: Initial Screen appears, displaying the data of the event type:
  4. Enter the planning year and the quarters for which you want to plan events.
  5. Enter the business event language.
  6. Enter a location as appropriate.
  7. Do not enter a location if you are planning events for multiple locations simultaneously. You assign the event you are planning to a location when you edit the demand data (where specification of a location is a required entry).

  8. Select either Planned or Firmly bkd.
  9. Under Schedule, select one or both of the indicators Period containing no days off and Include start day as required.
  10. As a result of your time specifications, it may happen that no suitable date can be found or fewer than required to meet the demand.

  11. Assign a schedule to the business event. To do so, choose either Copy to transfer the schedule defined for the event type or Create to define your own schedule.
  12. See also: Creating a Schedule

    If the business event type does not have a schedule, a dialog box appears where you can create your own schedule.

    If one or more schedules have been defined for the business event type, a dialog box appears displaying the existing schedules for selection.

    Once you have copied or created a schedule, you can check it by choosing Display under Schedule. Once the planning operation is completed, you can change the schedule for individual event dates if required.

  13. Set conditions pertaining to the resource reservation if required.
  14. If you want to ensure that only event dates are created where the resource requirements are covered, select the relevant indicator.

    As a result of your time specifications, it may happen that no suitable date can be found or fewer than required to meet the demand.

  15. If you want to specify what resource types are to be reserved for your events, choose Selection: Resource Types/Resources.
  16. Resource types defined as required for the corresponding event type are displayed under Resource requirements. You preselect resources for your business events using the resource types.

    If a resource type is only required for this specific planning operation, you assign it temporarily by choosing .

    You can create the permanent relationship requires resource type with the business event type by choosing .

    This function also lets you specify a preference as to what resources of a resource type are reserved during planning. To do so, choose beside the resource type. This takes you to the Resource Preselection dialog box where you can select a specific resource per resource type.

    If you want to specify the reservation days or times for specific resources, you can access the schedule model by choosing beside the resource. Select the required fields. Then choose in all dialog boxes to return to the Plan Business Events Initial Screen.

  17. Where relevant, specify what interval should be between the event dates. There are two possible options.
    1. You can determine that the event dates are evenly spaced over the planning period by selecting Evenly spaced.
    2. You can determine that the interval between the event dates is always the same by selecting Equidistant. You must also enter a time interval in days and weeks in this case.
  18. Choose Plan. Either the Change Business Event Demand or Create Business Event Demand screen appears, depending on whether demand data already exists or not.
  19. You can now change the existing demand by choosing New Entries or you can delete individual entries by choosing . When you have changed the demand data as required, there are two options for proceeding:

    Choose Transfer if you want to use these demand figures as the basis for the current planning, but do not want the figures to be saved on the database, overwriting the previous demand values stored there.

    Choose if you want these demand figures to overwrite the existing demand values on the database.

    For information on how to create new demand, refer to Derermining Demand.

    When you choose Transfer or , the Gantt Chart: Annual Planning screen appears displaying all of the event dates determined in the planning process.

  20. Change data as required in the event dates displayed. The following options are available:
  21. Move business event

    Change business event

    Copy business event

    Delete business event

    Resource selection:

    Reserve resources

     Resources

    Display resource list per business event

     Process Flow

    Display time schedule of business event

     Process Flow

    Change time schedule

    Expand display

    Decrease display

    Output in list format

  22. Choose .

Result

You have planned event dates based on the demand and made any changes required.