Workforce Planning 

 

Use

Use this function to distribute work in internally processed activities of a project to personnel resources according to periods. The personnel resources that you can assign to activities are persons, positions, and organizational units in human resources (HR).

You can carry out workforce planning with a project view or a work center view, depending on your responsibilities. In reporting you can analyze workforce planning from project, work center, and personnel resource views.

The work distributed to a person can be used as a default by the system for the Time Sheet (CATS), when entering personal working times.

Prerequisites

For workforce planning you require the HR mini-master record (infotypes 0001and 0002). In addition you need infotype 0315 for the time sheet (CATS), and infotype 007 to be able to display the availability of personnel resources.

In Customizing for the Project System, you must have defined profiles for workforce planning in Resources. However you can change the settings for the current working environment from those of the profile, when you call up workforce planning.

You must have also:

Although it is possible from Release 4.6A to distribute work to a personnel resource that is not assigned to the relevant work center, it is particularly useful for shift planning on a work center basis to link the work center or labor capacity with objects in the personnel system (HR).

Features

Project View

When you call up workforce planning in project view, you select projects, WBS elements, or networks. The project view displays all the activities that are assigned to the selected networks or WBS elements.

You assign personnel resources to these activities. The system proposes the personnel resources that are assigned to the project team for the relevant WBS element of its superior WBS element. However, you can assign personnel resources from the work center or, if the relevant indicator has been set in the profile, other personnel resources.

Work Center View

When you call up workforce planning in the work center view you can select work centers, plants, or personnel resources. You can also restrict the selection of activities by choosing Filter. In the top section of the work center view you can see all the selected personnel resources or the personnel resources assigned to the selected work centers. In the lower section you see the network activities that are assigned to the work centers and that meet the filter conditions.

You can assign the displayed activities to the displayed personnel resources, the personnel resources of the relevant work center, or – if the corresponding has been set in the profile – other personnel resources.

Reporting

Reporting lets you display and evaluate workforce planning for projects, work centers, or personnel resources. To use reporting for workforce planning, you do not require change authorization and the objects you examine are not locked.

Reporting is based on the ABAP List Viewer (ALV). Using standard ALV functions it is possible in reporting to print the work distribution, to send it to another user, or to save it in a local file, for example.

Rescheduling Distributed Work

In case you have distributed work and then the network dates change, you can determine in Customizing for the Project System (Dates ® Scheduling ® Specify Parameters for Network Scheduling) how the work that has been distributed but no longer is within the activity dates is rescheduled. The system can: