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Procedure documentationProcess Variant Overview for Resource Planner Process Locate this document in the navigation structure

Prerequisites

You have configured the necessary settings in Customizing for SAP Multiresource Scheduling under   Sources of Demand   Collaboration Projects   MRS-Relevant Settings for Project Role Type  .

In the cProject, you have assigned an organizational unit that is to be used for the resource planner process on the tab page   Structure   Additional Data  .

Procedure

Standard Process for Staffing (by Resource Manager)

In this process, the demand is assigned immediately to the resource planner of the organizational unit from the project.

Automatic Posting

The resource planner finds a suitable resource and creates assignments for it.

The system automatically hard books the resource for this assignment, meaning that the softbooking step is omitted.

Manual Confirmation

  1. The resource planner finds a suitable resource and proposes it to the project manager. The proposal is displayed on the MRS tab page of the role in the cProject.

  2. The project manager decides whether to select or reject the resource. However, he or she can also choose to simply reserve it.

    Until this point, the resource is handled as a softbooking.

  3. The resource planner can hard book or reserve the resource selected or reserved by the project manager in the planning board. If the resource planner hard books the resource, the softbooking is converted to a hardbooking and the resource is assigned the status Allocated.

Automatic Selection

  1. The resource planner (resource manager) searches for a suitable resource and can accept it.

    It is then proposed to the requester (project manager) in the cProject.

  2. The project manager (requester) can then select or reject the proposed resource.

  3. The resource manager (resource planner) can hard book the resources selected in the planning board for the assignment.