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Function documentationRole Staffing for Persons Responsible

 

You can define persons responsible for initiatives by staffing roles here.

Features

The left area of the screen displays an overview of all roles that you have already created with the status and the resources already assigned.

The Basic Data area displays the detail data for the selected role and the start and finish dates of the initiative either derived from the initiative header or maintained by the user. You can create new roles or copy existing roles (see Creating a Role).

When you do this, you can specify or view the following attributes:

  • Role type

    Note Note

    The system displays default role types according to the project type. You can make these settings in Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Resource Management Next navigation step Basic Settings for Roles Next navigation step Define Role Types End of the navigation path.

    End of the note.

  • A name for the role

  • The validity period of the role

  • The calculated start and finish

If you do not specify an explicit validity period for the role, the system determines and displays the calculated start and calculated finish from the validity period of the initiative.

In the group box Role Staffing in Timeframe <....>, the system displays existing resource assignments.

Moreover, you can delete or copy assignments, or notify selected resources by e-mail. For more information, see Notifying a Selected Resource by E-Mail.

You can assign resources to roles using the resource search. Therefore, in the role overview in the screen area on the left, select the role that you want to staff with a resource.

  1. Under Resource Search for a Role, enter the search term and choose the selection method. You can use wildcards for the search term.

  2. Choose Find or press Enter.

  3. If the search result is unique, the system assigns the found resource automatically.

  4. If the system has not assigned the resource automatically, select a resource and choose Staff.

  5. Save your data.