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Function documentationWeekly View Locate this document in the navigation structure

 

A resource view where each day of the week is a column, with a row for each resource.

Prerequisites

  • You can adapt and enhance the data in the columns and cells that are displayed in the weekly view. You do this in Customizing for Customer Relationship Management, at   Workforce Deployment   Service Resource Planning   Basic Settings   Business Add-Ins (BAdIs)   Business Add-In: Resource List Display  .

  • For the weekly view, you can define a context menu for resources. You do this in Customizing for Customer Relationship Management, at   Workforce Deployment   General Settings for Service Resource Planning   Business Add-Ins (BAdIs)   BAdI: Context Menus for Resource Views  .

Features

Each column is the time unit (days of the week), where each cell is one day. You see N.A. (not applicable) in all columns where the data is not applicable for the resource.

Note Note

When the cell contains more than one type of data, you see the cell content as data1/data2.

End of the note.

You can choose to display the following information for each day, when viewing resources within the weekly view:

Weekly View Cell Content Data Types

The following data types are available using the default implementation of the BAdI Business Add-In: Resource List Display.

Cell Content

Description

assigned/available

All assignments (booking types Reserved and Booked)/basic availability

booked/available

Assignments with the booking type Booked/basic availability

remaining

Hours remaining for the assignment calculated by the basic availability minus assigned time (booking types Reserved and Booked)

booked remaining

Hours remaining for the assignment calculated by the basic availability minus assigned time (taking only the booking type Booked into account)

You see an asterisk (*) at the end of the values contained in the cells assigned/available, remaining, booked/available, and booked remaining, when the cells refer to external resources with overall capacity.

Content Of Cells Assigned/Available for External Resources with Overall Capacity

Resource

Resource Type

Mon

Tue

Wed

Thur

Fri

OED

External (OD)

20/100*

0/100*

0/100*

0/100*

0/100*

Mary Breeden

Internal

6/8

2/8

0/8

8/8

5/5

Time zone conversion can cause situations where a resource with capacity type Overall can have two quotas on the same day. To indicate this condition, you see two asterisks (**) at the end of these values. For example, Mary Breeden has:

  • Quota 1 valid from Monday through Tuesday with 70 hours

  • Quota 2 valid from Tuesday through Wednesday with 80 hours

Due to the time zone conversion, there is an overlap on Tuesday.

Overlap Due to Time Zone Conversion

Resource

Mon

Tue

Wed

Service Company (OD)

0/70*

0/150**

0/80*

Daily Summary

You can navigate to a daily overview in the Assignments assignment block, by clicking the link for the appropriate day for the appropriate resource, in the weekly view.

Date

If you enter a date in the Date field, the date display goes automatically to the beginning of the week in which your requested date lies. You can use the arrows in the date field to navigate backwards or forwards through the weeks.

Note Note

In Settings, you can define with which day of the week the weekly overview should begin.

For more information, see Personalization.

End of the note.