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Function documentationStaffing Overview: Distribution

 

This function provides an overview of the assigned effort and demand in a project. You can view the staffing and resource availability at a single glance and make modifications as required. You carry out the activities by left-clicking on Menu (Menu).

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

Features

The system displays the following objects in the Resource Overview on two hierarchy levels:

  • Resource

  • Roles/staffing

  • Candidate assignment

You can find the following information for each object:

Object

Distributed

Total for Period

Weeks or Months

Resource represented by its full name

Total of all periods displayed by a status icon on business partner level

Depending on the time frame you selected, the system displays all periods (could be weeks or months)

Total Availability

Remaining Availability : Total Availability – Assigned Demand

Assigned Effort

Role represented by the name of the role

Shows whether the role is distributed

Candidate represented by the name of the role

You can view the following status information for the staffing:

  • Red: Not assigned (Assigned Effort = 0)

  • Green/Yellow: (Assigned Effort > Total Demand)

  • Yellow: Partially assigned (Assigned Effort < Total Demand)

  • Green: Role is fully assigned (Assigned Effort = Total Demand)

Note Note

You can modify how the status information for the resource 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 Next navigation step BAdI: Resource Overview End of the navigation path.

End of the note.

Activities

You can carry out the following activities for each object:

  • Resource

    • Display the detail data for the role by choosing Details in the context menu of the resource name. The Details screen for the resource appears. Here you can find information such as the time frame of the staffing.

    • Assign the resource to available roles by choosing Assign As Resource in the context menu of the resource name.

    • Assign the resource as a candidate to available roles by choosing Assign As Candidate.

  • Role

    • Display the detail data for the role the resource is assigned to by choosing Details in the context menu of the role name. The Details screen for the role appears. For more information, see General Definition of a Role.

    • Create a hard booking for the resource assigned to the role 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.

    • Remove the assignment of a resource to a role by choosing Delete Staffing in the context menu of the role name.