Resource Overview

With this function, the resource manager can get a quick overview of resources on the fast entry screen. This overview displays the resource availability across multiple projects and roles.

You can click the arrow to the left of the resource and drill down to view the total availability, remaining availability, and total assigned effort for each assigned resource. Additionally, you can see to which project and role this resource has been assigned. By clicking the project or role, you navigate to the integrated view of Project Management.
You can also access further information about each resource by clicking the resource to display its details.
Depending on your needs as a resource manager, program manager, or project manager managing several projects, you can save the search criteria for resources and projects as views. To do so, you can toggle between Switch to Favorites and Switch to Views and define and edit your own views.

Prerequisites

You have selected one or more resources at work center level, either by clicking the resource or by selecting several resources and choosing Open Selected.
If you want to navigate to the fast entry screen by choosing Resource Overview in the Services area, or if you want to save search criteria for resources and projects as views and toggle between favorites and views, you must have switched on the switch 0002 Master Switch 0008 Enhanced Capital and Resource Mgmt Switch (see SAP Note 1457426) in Customizing for SAP Portfolio and Project Management under Portfolio Management Global Customizing Global Settings Override Default Global Settings .
To toggle between favorites and views, you have defined the value setting under 0006 User Interface Settings 0020 Default View (RMF = Favorites and RMV = Selection View) to RMF or RMV in Customizing for SAP Portfolio and Project Management under Portfolio Management Global Customizing Global Settings Override Default Global Settings
If you want the project numbers to be displayed in addition to the project names, you have set the general default value 0038 Project Number Column on Resource Overview Screen to X (Yes) in Customizing for SAP Portfolio and Project Management under Portfolio Management Global Customizing Global Settings Override Default Global Settings .

Features

In the header area, you can specify the Unit field. This allows you to select the time unit in which the assignment for each resource is to be made. For more information about the Start field, Finish field, and Period field, see Resources.

You can also use the following fields or pushbuttons to display and define your resources:

Screen Element	Explanation
Apply	Displays resources for the specified start date, finish date, period, and unit.
Show All Periods	Display all periods for the duration specified or a maximum of eight periods as default.
Favorites	Allows you to choose a favorite.
Add to Favorites	Allows you to add selected resources to a favorites list. When you select at least one resource in the table and choose Add to Favorites, a dialog box appears where you can save your selections.
Edit Favorites	Allows you to edit your favorite list.
Search Options Search	Opens the basic search dialog box.
Search Options Advanced Search	Opens the advanced search dialog box.
Expand All	Displays all the detailed information related to Summary, the resources, projects, and roles.
Collapse All	Hides all the detailed information related to Summary, resources, projects, and roles.
Distribution	Opens the Distribution dialog box. For more information, see Distribution for Resource Management.
Additional Information on Resources	Opens the side panel with additional information on selected resources or roles. For more information, see Resource Management Graphics.

For more information about Views, Edit Views, and Switch to Views, see Resources.

The table below the header area displays the following:

Column	Explanation
Resource	Lists the resources, the projects to which they are assigned, and the resource assignments in a hierarchical view. You can select the triangular icon or the Expand All pushbutton to expand the hierarchy. You can click the resource name to link to the resource details, or you can view the following summary information on the overview screen: Total Availability Displays the total resource capacity for the selected period. Remaining Availability Displays the remaining resource capacity for the selected period. Total Assigned Effort Displays the resource capacity that is already assigned for the selected period. Projects and role assignments You can click each assignment to view the details in Project Management. For more information, see Project Management. For the resource, project, and role, you can carry out the following activities by choosing (Menu): Resource Assign as resource or candidate The dialog box displays the resource details with the list of unassigned roles . A resource or candidate assignment is created for all the roles that are added to the Selected Roles table. For role assignments, the start and finish dates of the assignment are defaulted to the start and finish dates of the role. Assign as resource or candidate (Search) In the dialog box, you can search directly for one or more specific roles that you want to assign as a resource or candidate. Project The context menu of the project displays the unit and the period breakdown of the project. You can only edit the distributed assigned effort for a resource assignment when the unit and period breakdown in the fast entry screen matches those of the project. Resource or Candidate Assignment All role assignments for the current resource are displayed below the project. The assignment can be one of the following: Hard-Booked Soft-Booked Candidate Assignment The context menu of the role has the following options: Unassign Unassigns a resource from the role or removes a candidate assignment. Book (Soft-Booked only) Switches soft-booked to hard-booked Confirm (Candidate Assignment only) Switches Candidate to Resource Assignment
Project Number	Lists the numbers of the projects to which the resources are assigned. The project name is displayed in the Resource column. Note, however, that the Project Number column is only displayed if it has been activated in Customizing (see Prerequisites).
Distributed	A selected checkbox indicates that this role is distributed.
Total for Period	Displays the total of the assignment made for the resource.
Periods	Displays the periods for which the assignment can be made. The duration of the periods corresponds to the period breakdown specified above, that is, month and week. A maximum of eight periods is shown as default. Choose Show All Periods to display all periods.

Activities

You can perform the following steps:

To open the fast entry screen, choose Resource Management Resources , then select a resource from the list.
To specify one or more of the parameters in the header area, select a date in the Start or Finish fields and choose Enter. The date range is applied automatically in the table.
If you also want to change the period or unit, enter the settings and choose Apply to display the resources.
When you have finished working with your resources, choose Save.

More Information

Resource Details