Staffing Overview: Dates

This function provides an overview of the roles and the resources assigned to them in a project. This is especially important if you are a project lead. You can view the resource availability and the staffings at a glance and make modifications as required. This helps you to adapt your project to staffing changes. You can check which tasks the resources are assigned to and you can view the start and finish dates of the role, staffing, task assignment, or candidate. You carry out the activities by left-clicking on (Menu).

Note Note

You can also display resource information in graphical format. For more information, see Resource Management Graphics.

End of the note.

Prerequisites

You have selected the Dates radio button on the Resources tab page under Staffing Overview.

You can define whether the Staffing Overview is visible by implementing the BAdI Resource Overview. For more information, see Customizing for Project Management under Start of the navigation path Resource Management Next navigation step Basic Settings for Roles BAdI: Resource Overview. End of the navigation path

Features

The system displays the following objects in the Staffing Overview:

Role
- Staffing
  - Task assignment to the staffing
- Candidate
- Task assignment to the role

You can find the following information for each object:

Object	Distributed	Status	Total Demand	Calculated Demand	Booked	Remaining Demand	Assigned Effort	Unit
Role represented by the name of the role	Shows whether the role is distributed	Displays status information for the role	Displays the total demand of the role or the total of all periods if role is distributed.	Shows total work of task assignments	Shows the total assigned effort from all hard bookings	Total demand minus total of all hard bookings (value in the Booked column)	Total assigned effort from all hard bookings	Shows the time unit, for example, day
Staffing represented by the name of the resource	Shows whether the staffing is distributed	Displays status information for the resource	None	Shows total demand of role	None	None	Shows the total assigned effort from all resources assigned to this role
Task assignment represented by the name of the task	None	Displays status information for the task assignment	None	Shows total work of task	None	Shows remaining work of task (total work minus total work of all task assignments for the task	Shows total work of task assignment
Candidate represented by the name of the role	None	None	None	None	None	None	None

You can find the following information for the dates:

Object	Fixed Start	Fixed Finish	Calculated Start	Calculated Finish
Role represented by the name of the role	Start date of the role	Finish date of the role	Start date of the project	Finish date of the project
Staffing represented by the name of the resource	Start date of the staffing	Finish date of the staffing	Start date of the role	Finish date of the role
Task assignment represented by the name of the task	Start date of the task assignment	Finish date of the task assignment	Start date of the possible time frame	Finish date of the possible time frame
Candidate represented by the name of the role	None	None	None	None

You can view the following status information:

Object	Green	Red	Green/Yellow	Yellow
Role	Fully staffed (Demand = Booked)	Not staffed (Booked = 0)	Overstaffed (Demand < Booked)	Partially staffed (Booked < 0; Booked < Demand)
Staffing	Fully assigned (Remaining Availability = 0)	Not assigned (Assigned Effort = 0)	Overbooked (Assigned Effort > Availability)	Partially assigned (Remaining Availability < 0)
Task assignment	The task is fully staffed (Remaining Demand = 0)	The task is not staffed or the total work is zero (Assigned Work = 0)	The task is overstaffed (Work of Task < Assigned Work)	The task is partially staffed (Remaining Work < 0)

Note Note

You can modify how the status information is displayed by implementing the Business Add-In (BAdI) Resource Overview. For more information, see Customizing for Project Management under Start of the navigation path Resource Management Next navigation step Basic Settings for Roles BAdI: Resource Overview. End of the navigation path

End of the note.

Activities

You can carry out the following activities from the Staffing Overview:

Create new roles. For more information, see Creating a Role.
Include existing roles. For more information, see Creating a Role.
Change the sequence of roles. For more information, see Sorting Roles.
Export the table to a spreadsheet.
Search for resources. For more information, see Resource Search.
Use the context menu for the following activities for each object:
- Role
  - Display the detail data for the role by choosing Details in the context menu of the role name. The Details screen for the role. For more information, see General Definition of a Role.
  - Staff or assign candidates to the role by choosing Assign Candidate or Staff in the context menu of the role name. This leads you to the Staffing tab page. For more information, see Staffing of Roles with Resources.
  - Copy or delete roles by choosing Copy or Delete in the context menu of the role name.
  - Assign tasks to the role by choosing Assign Task in the context menu of the role name. This leads you to the Tasks tab page. For more information, see Task Assignment.
  - Determine the demand of a distributed role automatically from the assigned tasks by choosing Update Role According to Tasks in the context menu of the role name. The system then recalculates the demand from the role- to-task assignments.
- Staffing
  - Display the detail data for the role by choosing Details in the context menu of the resource name. The Staffing tab page appears.
  - Create a hard booking for the resource by choosing Create Hard Booking in the context menu of the resource name. This activity is only available for a soft-booked staffing. If you choose this context menu entry, the system creates a hard booking for this resource and the color of the status symbol changes from yellow to green.
  - Assign tasks to the resource by choosing Assign Task in the context menu of the resource name. The Tasks tab page appears.
  - Remove the assignment of a resource to a role by choosing Delete Staffing in the context menu of the resource name.
- Task assignment
  - Display the detail data for the task by choosingDetails in the context menu of the task name. The Tasks tab page appears.
  - Assign a task to a resource by choosing Assign to Resource in the context menu of the task name.
  - Remove the assignment of a task to a resource by choosing Delete Task Assignment in the context menu of the task name.