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Function documentationResources

 

In the Resources work center, the resource manager has a quick overview of resources and can navigate to a fast entry screen for resource availability across multiple projects and roles.

From this work center, you can do the following:

  • Navigate to the fast entry screen by clicking the resource or by selecting one or more resources and choosing Open Selected. The Resource Overview fast entry screen opens. For more information, see Resource Overview.

  • Navigate to the fast entry screen by choosing Resource Overview in the Services area.

  • Access detailed information about your resources by selecting the resource and choosing Open Details. For more information, see Resource Details.

  • 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.

Prerequisites

  • You are the resource manager for a resource pool, or a candidate manager or staffing manager for an organizational unit.

  • If you want to navigate to the fast entry screen by choosing Resource 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 Start of the navigation path 0002 Master Switch Next navigation step 0008 Enhanced Capital and Resource Mgmt Switch (see SAP Note 1457426) End of the navigation path in Customizing for SAP Portfolio and Project Management under Start of the navigation path Portfolio Management Next navigation step Global Customizing Next navigation step Global Settings Next navigation step Override Default Global Settings End of the navigation path.

  • To toggle between favorites and views, you have defined the value setting under Start of the navigation path 0006 User Interface Settings Next navigation step 0020 Default View ( RMF = Favorites and RMV = Selection View) End of the navigation path as RMF or RMV in Customizing for SAP Portfolio and Project Management under Start of the navigation path Portfolio Management Next navigation step Global Customizing Next navigation step Global Settings Next navigation step Override Default Global Settings End of the navigation path.

Features

In the header area, you can specify the main parameters for the display of availability and assignment by project and resource.

Field

Explanation

Start

Specify the date from which the resource and demand assignment is to be displayed.

Finish

Specify the date up to which the resource and demand assignment is to be displayed.

Period

Select the period in which the assignment units are to be broken down.

In addition, you can use the following pushbuttons to display and define your resources:

Screen Element

Explanation

Apply

Displays resources for the specified start date, finish date, and period.

Show All Periods

Displays all periods for the duration specified or a maximum of eight periods as default.

Favorites or Views

Allows you to choose a favorite or allows you to choose a view if you have switched on the switch Start of the navigation path 0002 Master Switch Next navigation step 0008 Enhanced Capital and Resource Mgmt Switch (see SAP Note 1457426) End of the navigation path.

Add to Favorites

Allows you to add selected resources to a favorites list. When you select at least one resource in the table and choose Add to Favorites, a dialog box appears where you can save your selection.

Edit Favorites or Edit Views

Allows you to edit your favorite list or allows you to edit your views if you have switched on the switch Start of the navigation path 0002 Master Switch Next navigation step 0008 Enhanced Capital and Resource Mgmt Switch (see SAP Note 1457426) End of the navigation path.

Search Options -Search

Opens the basic search dialog box.

Search Options - Advanced Search

Opens the advanced search dialog box.

Switch to Favorites or Switch to Views

You can toggle between Switch to Favorites and Switch to Views if you have switched on the switchStart of the navigation path 0002 Master Switch Next navigation step 0008 Enhanced Capital and Resource Mgmt Switch (see SAP Note 1457426) End of the navigation path

Open Selected

Displays the selected resources on the Resource Overview fast entry screen.

Open Details

Displays details for the selected resource.

Recalculate

Recalculates the icons based on the latest resource assignments and availability.

The table below the header area displays the following:

Column

Explanation

Resource

Lists the resources. Click the name to open the Resource Overview screen.

Total for Period

Displays the total of the assignments made for the resource during the set period, which is specified in the Start and Finish fields.

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 8 periods is shown as default. Click Show All Periods to display all periods.

Status Icons

Red and green status icons are displayed for each resource. These icons are displayed in the Total for Period column and for each week or month depending on your settings.

Red indicates that there is no available capacity for the resource. Green indicates that there is available capacity for the resource.

Activities

You can perform the following steps:

  1. To open the work center and the associated view, choose Start of the navigation path Resource Management Next navigation step Resources End of the navigation path.

  2. To specify one or more of the parameters in the header area, select a date in the Start or Finish fields and choose Enter. The date range is applied automatically in the table.

  3. When you have finished working with your resources, choose Save.