Resource 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).

Note Note

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

End of the note.

Prerequisites

You can determine which export function you want to use for resource planning data (Staffing Overview and Resource Overview screens).

The default export function allows you to export the data in CSV (Comma Separated Values) format.
If you want to use an enhanced and harmonized export function, you must make a corresponding entry for area 0013 Additional Features, setting 0006 Export of Resource Planning Data in Customizing for SAP Portfolio and Project Management under Project Management Basic Settings Override Default Global Settings .
This function replaces the default export function and provides the following export options in the toolbar:
- Export only visible rows
- Export all rows
Once you have chosen one of these options, the system generates the Microsoft Excel file. You can open the file directly or save it to your file directory. The display format, options, and limitations correspond to the Microsoft Excel standard functions (for example, outline of rows).

The system transfers the data into a hierarchical format to represent the project structure. If applicable, the system converts symbols into text information.

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: (Assigned Effort >Total Availability)
Green:(Assigned Effort < Total Availability)

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 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 Assignment
- 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. 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.