Resource Search

You use the resource search function to find suitable and available project resources.

Integration

As search criteria, the search function uses all data required for the search from the role. The search criteria can be changed in the search function without changing the attributes of the role itself.

You have installed the WFD server as an add-on or connected it as an external system. You use the WFD server to check the availability. You can also check the availability more simply without using the WFD server.

Prerequisites

In Customizing for SAP Portfolio and Project Management under Project Management Resource Management Basic Settings for Roles BAdI: Configure Resource Search , you have made the following settings as required:
- You have defined a customer-specific search logic and search criteria (with the corresponding user interface).
- You have modified the structure and appearance of the search result list.
- You have specified the weighting of the partial results.
- You have specified whether a dialog box for entering search criteria is displayed when you start the resource search, or the search is carried out immediately using default criteria.
For more information, see SAP Note 1009131
You have created roles in the Details subview of the Resources view or in the Staffing Overview: Dates. For more information, see Roles and Creating a Role.

Features

You can run a resource search in the Resources view of projects. Choose one of the subviews of the Resources view, then select a role and choose Resource Search.

Depending on your Customizing settings (see Prerequisites), the resource search is carried out immediately using default criteria, or you can enter the following search criteria in a dialog box:

Search Criteria	See
General role type that is to be staffed Specified time period Customer/ordering party Area/location Maximum number of hits in the search result	General Selection Criteria
Organizational unit	Selection According to Organizational Structure
Qualifications	Selection According to Qualifications
Availability	Selection According to Availability

Note, however, that candidates are always included in the search results, regardless of the selection criteria you enter or the resource's suitability percentage.

Once search criteria have been entered either manually or by default on one of the tab pages of the dialog box, a green checkmark is displayed next to the tab title. You start the resource search by choosing Find Resource in the dialog box.

For more information, see:

Activities

When using Project Resource Planning (PRP) for direct staffing:

Enter the required search criteria on the General, Organizational Structure, Qualifications, and Availability tab pages.
Choose Find Resource.
The system performs the search and displays the results.
E-mail the chosen resource or their manager to inform them that you want to include the resource in your project.
Assign the resource directly to your project, or add the resource to your list of candidates.

When using PRP for the extended staffing process:

Enter the required search criteria on the General, Organizational Structure, Qualifications, and Availability tab pages.
Choose Find.

The system performs the search and displays the results.
Candidate managers choose candidates from the results of the search.
Candidate managers approve or reject candidates.
Staffing managers assign the candidates to the roles.