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Function documentationDemand-Based Resource Selection in the Planning Board Locate this document in the navigation structure

 

You can select the resources displayed in the resource list of the planning board based on the current demands. You can select resources using the following criteria:

  • Demand partner

  • Resource planning node

  • Qualification

Integration

Existing resource filters are not changed through demand-based resource selection. The system also takes into account the resource filters.

Prerequisites

If you want to activate demand-based resource selection, set the Resource Selection indicator in Customizing by choosing   Set Up Scheduler Workplace   Workplace Profiles   Define Planning Board Profile  .

Note Note

If you use resource planning nodes with a high number of resources, it makes sense to always activate demand-based resource selection. When you then call up the planning board, no resources are initially displayed and you (the resource planner) restrict the resource list to those suitable for the current demands. If you do not set the Resource Selection indicator in Customizing, the resource selection is not demand specific when you start the planning board. As the resource planner, you can apply the selection to specific demands.

End of the note.

Features

To select the resources in the planning board based on demands, first select the demand in the item worklist and then the desired selection type by choosing the corresponding dropdown button in the toolbar of the item worklist:

Resources from Partners

  • Resources from Partners (Resources from Partners): The system selects all resources that it finds based on the partners of the demand. You have defined the relevant partner roles in Customizing under   Basic Settings   Assign ERP Objects   Partner Functions   Define Abstract Partner Roles  .

Resources for Resource Planning Node

  • Resources for Resource Planning Node (Resources for Resource Planning Node): The system selects all resources that are assigned to the same resource planning node as the demand.

Qualified Resources

  • Qualified Resources (Qualified Resources): The system selects all resources that can fulfill the qualifications of the demand according to a search strategy. This function is available for SAP Multiresource Scheduling qualifications. To define how the resources are selected based on their qualification, you first select how the basic quantity is determined (the default setting depends on the user settings):

    • Resource planning node: The system uses all resources that belong to the same resource planning node as the demand.

    • Demand hierarchy: The system uses all resources assigned to a resource planning node that is subordinate to the resource planning node of the current demand. You enter the hierarchy level in the resource planning structure of the desired resource planning node in the Hierarchy Level field. The highest level of the resource planning structure has hierarchy level 0. If you enter 1 in the Hierarchy Level field, the system uses the resource planning node that lies one level below the access node of the resource planning structure. The resources assigned to this node form the basic quantity for the resource selection.

    • Explicit resource planning nodes: You specify one or more resource planning nodes for which you want the system to use the resources as the basic quantity.

  • Reduction strategy:

    You can further restrict the basic quantity of resources calculated in this way by selecting one of the following preselection variants:

    • Select resources only for which the mandatory qualifications are fulfilled.

    • Only select resources that have a least one of the required structured qualifications.

    • Only select resources that have a least one hit in the structured qualifications.

    To display the results of the qualification matching for the selected resources, set the Display Result of Qualification Check indicator. If you do not set this indicator, the system displays the resources found by the preselection process without an exact matching result. Since exact qualification matching is not carried out, the resource list can also contain resources that do not fulfill the demand to 100%.

Note Note

To activate the selection type (for which the icon is currently displayed on the pushbutton) for a specific demand, select the demand and choose the icon. In the user settings, you can also specify that the current selection type selected starts when you double-click the desired demand.

End of the note.
Deactivating the Resource Selection

To deactivate the selection type currently selected, choose the Remove Resource Selection option in the dropdown list for the pushbutton. The system then displays the resource list again that it had displayed based on the initial criteria and resources and resource planning nodes subsequently selected. You can deactivate the resource selection only if the Resource Selection indicator is not set in Customizing.