Multilevel Staffing of Project Roles

In this process, you can perform status-driven staffing of cProject project roles, using service resource planning.

Prerequisites

You have set the staffing option Resource Manager via Responsible Organization, for the project role type of the project role to be staffed.
You do this in Customizing for Collaboration Projects, at Resource Management Basic Settings for Project Roles Define Project Role Types .
You have set up the demand type Multi-Step Project Role Demand, in Customer Relationship Management Customizing. You do this at Workforce Deployment Service Resource Planning Basic Settings Specify Demand Types for Resource Planning .
You have mapped the staffing manager, candidate manager, and all resources as business partners, and assigned them to the respective organizational units, in transaction PPOME.
To do so, you link an organizational unit with a position, using the object relationship A441 (staffing manager) or A440 (candidate manager). You use this position to then link the respective business partner.

For more information, see SAP Note 731177.

Features

In contrast to standard staffing of project roles, the staffing of multilevel project roles is subdivided into different phases, in which various people responsible take on the maintenance of project roles:

Phase	Status	Performed By
1	Staffing in Preparation	Project leader
2	Staffing in Process	Staffing manger or candidate manager
3	Staffing Completed	Project leader

Activities

Status	Performed By	Activities
Staffing in Preparation	Project leader	Enters the basic settings for the project Enters requirements for project roles Sets the status of the project role to Staffing in Process Optionally adds a message to the project role
Staffing in Process	Staffing manager	Searches for multilevel project roles in the CRM WebClient UI, using the saved searches My Roles, All Roles, or Vacant Roles Takes on responsibility for staffing the selected project roles Optionally adds a message to the project role Assigns resources to project roles Can change existing assignments
	Candidate manager	Searches for multilevel project roles in the CRM WebClient UI, using the saved searches My Roles, All Roles, or Vacant Roles Takes on responsibility for the selected project role Optionally adds a message to the project role Supplements the candidate list with candidates Deletes unwanted or unsuitable candidates
	Staffing manager	Assigns candidates to the project role, using the booking type Reserved to make them available for the project role without completing the assignment, or the booking type Booked to assign them immediately
Staffing Completed	Project leader	Books reserved resources Ends the staffing process for the project role, by setting the status to Staffing Completed