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Function documentationDemand Split Locate this document in the navigation structure

 

If you want to split a demand and distribute it to different resources or resource planning nodes, use the demand split. You can split demands from both order operations and projects. Since the procedure is different in each case, this function is described separately for demands from order operations and demands from projects.

Note Note

Demands from CRM service orders cannot be split.

End of the note.

Prerequisites

  • For demands from order operations: An assignment has not yet been created for the demand.

  • For demands from network activities: A date rule has not been created for the network activity

  • For demands from projects:

    • For the underlying project of the demand, the Contact Person Process with Manual Resource Confirmation process variant is not selected.

    • For the Contact Person Process Without Manual Resource Confirmation process variant, the demand split is permitted only if the demand is no longer an offer demand.

Features

Demands from Order Operations

Demand

This field displays the original demand.

Resource Planning Node 1

Data for the original demand: All fields are prefilled with the values from the original demand. The Duration, Resources, and Site Supervisor fields are not ready for input. You can change only the start and end dates of the demand.

Resource Planning Node 2

Data for second demand (new demand that results from the split): The resource planning node as well as the start and end dates are prefilled with the values from the original demand. If you want to reassign the new demand to a different resource planning node, enter this node using the input help. You can enter the desired Duration and change the start and end dates. You can set the site supervisor indicator only if it is already set for the original demand.

For demands from projects:

Demand

This field displays the original demand.

Total Work

Total work of the demand to be split, number of resources, and number of site supervisors

Resource Planning Node 1

Data for the original demand: All fields are prefilled with the values from the original demand. The Total Work field is not ready for input. You can change the Resources and Site Supervisor values, as well as the demand start and end dates.

Resource Planning Node 2

Data for second demand (new demand that results from the split): The resource planning node as well as the start and end dates are prefilled with the values from the original demand. If you want to reassign the new demand to a different resource planning node, enter this node using the input help. You can also change the Total Work, Resources, and Site Supervisor values.

Covered by Assignments

The system displays the data already covered (duration, resources, and site supervisor), which results from assignments already planned for the demand.

Still Open

The system displays values that are still open:

  • For total work: current demand less the value from existing assignments and less the value entered for the second resource planning node.

  • For Number of Resources and Number of Site Supervisors: values of the current demand less the corresponding values for resource planning nodes 1 and 2.

Activities

Splitting a Demand from an Order Operation

  1. You enter the duration to be transferred to the new demand. This value is then deducted from the original demand. If the total duration does not stay the same, the system issues a warning.

  2. You cannot change the number of resources. The number of resources for the new demand is always one.

  3. If the site supervisor indicator was set for the original demand, you can also set it for the new demand or not. If you do so, the system deselects it for the original demand.

  4. You can change the dates for the original demand and the new demand. These dates must lie within the planned start and end dates of the original demand.

  5. Once you have confirmed your entries, the system splits the original demand and creates two demands with the data entered. The system also creates a new order operation by copying the existing one. To determine the corresponding work center for the new resource planning node, the system uses the evaluation path defined in Customizing. If this is not clearly defined, you have to enter the work center in a dialog box.

Splitting a Demand from a Project

  1. You enter the total work to be transferred to the new demand. This value is then deducted from the original demand. The sum of the total work must be retained.

  2. You can split the number of resources between the original demand and new demand as required. When doing so, you can change the total number of resources. This information is not transferred to the project. The number of resources must be greater than zero.

  3. You can split the number of site supervisors between the original demand and new demand as required. When doing so, you can change the total number of site supervisors. The system transfers this information to the project.

  4. You can change the dates for the original demand and the new demand. These dates must lie within the planned start and end dates of the original demand. If you enter a date outside of this time frame, the system issues a warning when you confirm your entry. If you enter a date outside of the planning horizon, the system allows you to adjust the planning horizon accordingly. For more information, see Adjustment of Planning Horizon.

  5. When you confirm by choosing RETURN, the system adjusts the data in the Still Open line accordingly. You can check the effects of your current entries.

  6. Once you have saved your entries, the system splits the original demand and creates two demands with the data entered. Since a network activity does not have to exist for every demand in the project system, the system assigns the new demand to the network activity of the original demand instead of creating a new network activity.

More Information

Creation of Change Documents for Demand Splits