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You can use SAP Multiresource Scheduling for roles in collaboration projects (cProjects). The system supports you at role level by providing various process variants:

  • Resource planner process

    In the resource planner process, you can define a fixed resource planner to whom all corresponding project roles involved in the resource process can be assigned.

  • Contact person process

    In the contact person process, you can assign one or more resource planners.

The following options are available for both variants:

  • With Manual Confirmation

  • With Automatic Selection

  • With Automatic Posting

  • Direct Allocation for Each Project Manager

Prerequisites

  • You have configured the relevant settings in Customizing for collaboration projects and SAP Multiresource Scheduling under   Sources of Demand   Collaboration Projects  .

  • You have implemented the following BAdIs:

    • DPR_EVENT

    • /MRSS/DPR_PROJECT_ACESS

    • /MRSS/DPR_SUBSYSTEM

    • /MRSS/DPR_BADI_ENH_CPRO

Process

The process can run as follows, for example:

Note Note

The following process overview applies to both process variants (resource planner process and contact person process) equally. For information about how the process variants differ from each other, see Creation of an SAP Multiresource Scheduling Demand in the cProject and Demand Closure in the Contact Person Process.

End of the note.

  1. The requester (project manager) creates a cProject with one or more roles and begins planning.

  2. The system transfers the roles to SAP Multiresource Scheduling as demands. The resource planner assigned to the resource planning node of the demand then sees the demand in his or her worklist in the planning board for SAP Multiresource Scheduling.

  3. The resource planner finds suitable resources and creates assignments for them.

    • Manual confirmation: If you have selected the “Manual Confirmation” variant for the role, the following steps are executed: The requester sees the proposals from the resource planner on the MRS tab page of the role in the cProject. The requester then decides which resources to select and reject. Resources can also be reserved, meaning that the resource planner cannot hardbook them. Until this point, assignments are handled as "softbookings". The resource planner then hardbooks the resources selected by the requester. They are subsequently assigned the status Allocated. For more information about the manual confirmation process, see Resource Proposal Processing in cProject.

    • Automatic selection:

      The assignments are created directly with the status Selected (softbooking). The resource planner then hardbooks the resources. They are subsequently assigned the status Allocated.

    • Automatic posting:

      The assignments are created directly with the status Posted. This means that when this variant is used, softbooking is omitted completely.

    • Direct Quota for Each Project Manager

      The requester (project manager) controls hardbooking the resource for the project. Since the requester selects the resources that are proposed by the resource manager, the resource is hard booked for the project.

    Note Note

    For more information about the different combinations of process type, process variants, and staffing type, see Process Variant Overview for Contact Person Process and Process Variant Overview for Resource Planner Process.

    End of the note.

  4. In the cProject, the assignment is displayed on the Staffing tab page.

Note Note

In Customizing, you can specify the process steps at which the system automatically sends e-mails to the employees involved. This informs a selected resource about the assignment, for example.

End of the note.

More Information

Process Variant Overview for Contact Person Process

Process Variant Overview for Resource Planner Process