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Function documentationResource Details

 

With this function you can enter, change, or delete data in a resource. This can be done in the Portfolio and Project Administration and Resource Management contexts.

Prerequisites

If you want to use the enhanced resource maintenance, you have activated the user interface setting 0025 Enhanced Resource Availability Maintenance 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. This enables you to use a calendar when maintaining the resource status and availability, and to maintain the availability with a daily, weekly or monthly recurrence.

If you want to use capacity assignment, you have made the following settings:

  • You have activated the master switch 0008 Enhanced Capital and Resource Mgmt Switch (see SAP Note 1457426) 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.

  • You have selected the Capacity Assignment entry as bucket process for a particular view in Customizing for SAP Portfolio and Project Management under Start of the navigation path Portfolio Management Next navigation step Global Customizing Next navigation step Portfolio-Independent Settings Next navigation step Define Financial and Capacity Views Next navigation step Define Capacity View End of the navigation path.

Features

  • Create a new resource or display the details of an existing resource for editing in the Portfolio and Project Administration context.

  • Display the details of the resource by navigating from the Resources and Staffing work centers and overviews within the Resource Management context.

General Information

You can enter the following general information when you create a resource:

Field

Status

Explanation

First Name

Mandatory

First name of the resource

Last Name

Mandatory

Last name of the resource

E-Mail Address

Mandatory

E-mail address of the resource

Bucket Name

Optional

Select the name of the bucket to which the resource is to be given authorization. Choose Select Bucket to open the bucket selection window. Specify the portfolio name and select the bucket from the displayed list. Use the eraser icon to clear the field. For more information, see Bucket Selection.

Portfolio Name

Updated by the system

The portfolio is displayed based on the bucket selected above.

Category

Optional

Select the category that the resource belongs to.

Subcategory

Optional

Select the subcategory that is dependent on the category selected above.

Role Function

Optional

Select the role function from the dropdown list.

Employee ID

Optional

The employee ID that is mapped to the resource.

User Name

Optional

This is the valid existing user name within the Portfolio and Project Management system to which the resource will be mapped.

Resource ID

Read-Only

The resource ID is displayed as read-only.

Cost/Rev. Rate

Optional

This is used to calculate cost or revenue from capacity data.
Status

The status is used to define whether a resource is active or inactive during a specified time frame. If you have activated the enhanced resource maintenance (see Prerequisites), you can select the start and finish dates of the time frame from a calendar.

Location

This is the geographical location where the resource is available. You can define the following fields:

Field

Explanation

From

The date from which the resource is available at the specified location.

To

The date until which the resource is available at the specified location.

Area

The geographic location where the resources exist, for example, Germany.

Location

This is where the resources are assigned, for example, Office 1, Walldorf.
Availability

You can define the availability of a resource during a specified time frame.

If you have activated the enhanced resource maintenance (see Prerequisites), you can maintain recurring availability in the following ways:

  • By choosing a calendar, you specify which days are working days or holidays.

  • You select the type of recurrence, that is, Daily, Weekly or Monthly, and enter the following data:

    • Start and finish dates of the time frame for which you are maintaining the availability

      You can select these dates from a calendar.

    • The availability of the resource in hours per day

    • The days of the week or month for which you are maintaining the availability

    • The number of days, weeks, or months after which the availability recurs

Please note that when saved and displayed, all availability is converted into single events, even though you have maintained them as recurring events.

Capacity Assignment

You can display the buckets to which the resource has been assigned. You can navigate to the bucket or portfolio by choosing a link in the table. For more information, see Bucket Details and Usage of Capacity Planning.

More Information

Resource Creation or Editing