Resource Search

You use the resource search function to find suitable and available project resources.

Integration

As search criteria, the search function uses all data required for the search from the role. The search criteria can be changed in the search function without changing the attributes of the role itself.

You have installed the WFD server as an add-on or connected it as an external system. You use the WFD server to check the availability. You can also check the availability more simply without using the WFD server.

Prerequisites

You have created roles in the Details subview of the Resources view or in the Staffing Overview: Dates. For more information, see Roles and Creating a Role.
On the Project screen, choose one of the subviews of the Resources view, then select a role and choose Resource Search.

Features

You can enter the following resource search criteria:

Search Criteria	See
General role type that is to be staffed Specified time period Customer/ordering party Area/location Maximum number of hits in the search result	General Selection Criteria
Organizational unit	Selection According to Organizational Structure
Qualifications	Selection According to Qualifications
Availabilit	Selection According to Availability

Note Note

You see a green checkmark when the search criteria is entered on one of the tab pages.

End of the note.

Candidates are always included in the search results, regardless of the selection criteria you enter or the resource's suitability percentage.

You can use the BAdI DPR_RES_SEARCH to configure resource search according to your requirements in the following ways:

Define a customer-specific search logic and search criteria (with the corresponding user interface)
Modify the structure and appearance of the search result list
Specify the weighting of the partial results
Specify that the dialog box for entering search criteria is skipped and the resource search is started directly using default criteria

For more information, see Customizing for Project Management under Start of the navigation path Resource Management Next navigation step Basic Settings for Roles BAdI: Configure Resource Search End of the navigation path and SAP Note 1009131.

For more information, see:

Activities

When using Project Resource Planning (PRP) for direct staffing:

Enter the required search criteria on the General, Organizational Structure, Qualifications, andAvailabilitytab pages.
Choose Find Resource.
The system performs the search and displays the results.
E-mail the chosen resource or their manager to inform them that you want to include the resource in your project.
Assign the resource directly to your project, or add the resource to your list of candidates.

When using PRP for the extended staffing process:

Enter the required search criteria on the General, Organizational Structure, Qualifications,andAvailability tab pages.
Choose Find.
The system performs the search and displays the results.
Candidate managers choose candidates from the results of the search.
Candidate managers approve or reject candidates.
Staffing managers assign the candidates to the roles.