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Function documentationService Resource Planning Locate this document in the navigation structure

 

You use service resource planning to execute project-based scheduling or service order-based scheduling, with a number of resources.

You can do the following:

  • Make employees (internal) and service providers (external) available, by entering service arrangements as resources for service resource planning

    In service arrangements, you define availability, skills, job functions, and service areas, for example.

  • Determine and schedule resources

    You determine the resources that are most suitable for service order demands or project role demands, and create corresponding assignments.

You can use service resource planning to comply with determined SLA dates, respond to critical situations, and improve resource utilization. Once you assign the required resource to a job, you can notify the resource using the following channels:

  • Groupware

    Only internal employees can use notification via Groupware.

  • Channels such as telephone, text message, or e-mail

  • SAP CRM Mobile Service

    Notification using SAP CRM Mobile Service is only available for service order-based resource planning.

Integration

Service resource planning is integrated with the following applications and functions:

  • WFD Server 2.0 add-on

    Service resource planning requires the WFD Server 2.0 add-on.

  • SAP ERP HCM

    For more information, see Integration with SAP ERP HCM.

  • SAP liveCache

    You have the option to use SAP liveCache for the functions find and rank, service arrangements for employees and service providers, assignment scheduling, and appointment scheduling. See SAP Note 1706260 for information about the supported software versions.

  • Service order items

    For more information, see Integration with Service Order Items.

  • SAP Collaboration Projects (cProjects)

    For more information about scheduling resources to fulfill project role demands, see Integration with cProjects.

Note Note

Service resource planning is available either for project-based demands (cProject project roles) or for service order-based demands (service order items). You can only use one demand type within your implementation. You set the demand type in Customer Relationship Management Customizing, by choosing   Customer Relationship Management   Workforce Deployment   Service Resource Planning   Basic Settings   Specify Demand Types for Resource Planning  .

End of the note.