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Procedure documentationCreating a Soft Booking for a Resource

 

You use this procedure to create a soft booking a resource for a project. This procedure triggers a workflow and your request is forwarded to the responsible line manager who can approve or reject the booking. For more information, see Workflow for Resource-Booking Statuses.

Prerequisites

  • You have the required staffing authorization.

  • You have defined Soft Booked as the default booking type for resources by implementing the method SET_DEFAULTS_UPON_CREATION of the BAdI Check/Change Fields in Project Management for the filter BAG (Business Partner Links). You can find this BAdI in Customizing for Project Management under Start of the navigation path Global Enhancements to Project Elements Next navigation step Business Add-Ins (BAdIs) Next navigation step BAdI: Check/Change Fields in Project Management. End of the navigation path

Procedure

  1. Open a project and navigate to the Details subview of the Resources view or the Staffing Overview sub view with focus on Dates .

  2. Create a new role or open an existing role.

  3. Go to the Staffing tab within the role.

  4. Find and assign a resource to the role.

  5. Select the Soft-Bkd checkbox in the staffing table for the resource that was assigned in the previous step.

Result

The line manager of the soft-booked resource receives an e-mail asking him or her to approve or reject the booking by executing a work item in the inbox of his or her universal worklist.