Staffing Overview

With this function, you can have an overview for project and role staffing and resource assignment on the fast entry screen.

You can choose the arrow to the left of the project and drill down to view details such as demand, remaining demand, and total assigned effort for each assigned role. Additionally, you can click each assigned resource to display its details. For more information, see Resource Details.
You can also click the project and role names to access detailed information.
Depending on your needs as a resource manager, program manager, or project manager managing several projects, you can save the search criteria for resources and projects as views. To do so, you can toggle between Switch to Favorites and Switch to Views and define and edit your own views.

The resource or staffing manager has the option of either maintaining assignment per resource in the individual periods of the fast entry screen or maintaining this data across a certain time range using distribution. For more information, see Distribution for Resource Management.

Prerequisites

The resource manager or staffing manager role is assigned to your user.
If you want to navigate to the fast entry screen by choosing Staffing Overview in the Services area, or if you want to save search criteria for resources and projects as views and toggle between favorites and views, you must have switched on the switch 0002 Master Switch 0008 Enhanced Capital and Resource Mgmt Switch (see SAP Note 1457426) in Customizing for SAP Portfolio and Project Management under Portfolio Management Global Customizing Global Settings Override Default Global Settings .
To toggle between favorites and views, you have defined the value setting under 0006 User Interface Settings 0020 Default View (RMF = Favorites and RMV = Selection View) as RMF or RMV in Customizing for SAP Portfolio and Project Management under Portfolio Management Global Customizing Global Settings Override Default Global Settings .

Features

In the header area, you must specify the Unit field. This allows you to select the time unit in which the assignment for each role is to be made. For more information about the Start field, Finish field, and Period field, see Staffing.

You can also use the following fields or pushbuttons to display and define your projects:

Screen Element	Explanation
Apply	Displays additional information about resources.
Show All Periods	Displays all periods for the duration specified or a maximum of eight periods as default.
Favorites	Allows you to choose a favorite.
Add to Favorites	Allows you to add selected projects to a favorites list. When you select at least one project in the table and choose Add to Favorites, a dialog box appears where you can save your selections.
Edit Favorites	Allows you to edit your favorites list.
Search Options Search	Opens the basic search dialog box.
Search Options Advanced Search	Opens the advanced search dialog box.
Back to Selection	Cancels the search result and lists initial selection.
Expand All	Displays all the detailed information related to Summary, projects, roles, and resources.
Collapse All	Hides all the detailed information related to Summary, projects, roles, and resources.
Distribution	Opens the Distribution dialog box.
Additional Information on Resources	Opens the side panel with additional information on selected resources or roles.

For more information about Views, Edit Views, and Switch to Views, see Staffing.

The table below the header area displays the following:

Column	Explanation
Projects	Lists the projects, the roles, and the resource assignments of the role in a hierarchical view. You can use the triangular icon or the Expand All pushbutton to expand the hierarchy. You can choose the project name to link to the project details or you can see the following summary information on the overview screen: Demand This is the total amount of time that must be planned for a project. Remaining Demand This is the amount of time left to be planned for a project. Total Assigned Effort This is the amount of time already assigned to a project. For the project, role, and resource you can carry out the following activities by choosing (Menu): Project The menu of the project displays the unit and the period breakdown of the project. You can only edit the distributed assigned effort for a resource assignment when the unit and period breakdown in the fast entry screen match those of the project. Role The following information is available for each role: Demand This is the total amount of time that must be planned for a role. Remaining Demand This is the amount of time left to be planned for a role. Total Assigned Effort This is the amount of time already assigned to a role. Resource Choose the resource name to view the resource details For more information, see Staffing Overview: Dates. The menu of the role offers the following options: Set Staffing Status Assign Resource/Candidate You can see the role details with the list of resources for which you are the responsible resource or candidate manager. An assignment is created for all the resources that are added to the Selected Resources table. In the table, you can set the start date and finish date for the assignment and the booking type. Assign as Resource/Candidate (Search) You can search directly for one or more specific roles that you want to assign as a resource or candidate. Resource Assignment The assignment can be one of the following: Hard-Booking Soft-Booking Candidate Assignment Depending on the assignment type, the menu offers the following options: Unassign (all types) Unassigns a resource from the role or removes a candidate assignment. Book (Soft-Booking only) Switches Soft-Booking to Hard-Booking. Confirm (Candidate Assignment only) Switches Candidate to Resource Assignment.
Project Number	Displays the technical name of the project.
Distributed	Checkbox that indicates that this role is distributed (hard-booked).
Total for Period	Displays the total of the assignment made for the project, role, and resource.
Periods	Displays the periods for which the assignment can be made. The duration of the periods corresponds to the period breakdown specified above, that is, month and week. A maximum of eight periods is shown as default. Choose Show All Periods to display all periods.
Vacant Role	Checkbox that indicates that this role is not yet assigned.

Activities

You can perform the following steps:

To open the fast entry screen, choose Resource Management Staffing , then select a project from the list.
To specify one or more of the parameters in the header area, select a date in the Start or Finish field and choose Enter. The date range is applied automatically in the table.
If you also want to change the period or unit, enter the settings and choose Apply.
When you have finished working with your projects, choose Save.