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Project-Based Resource Planning (New for SP02) ( RELNCRM_602_RPL_CPRO )

Project-Based Resource Planning (New for SP02) ( RELNCRM_602_RPL_CPRO )

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Project-Based Resource Planning (New for SP02)

Use

This release note is only relevant if upgrading from SAP CRM 5.2.

You can now use resource planning to schedule resources for cProject role demands.

This means, you can use resource planning to carry out either service-order-based scheduling or project-based scheduling with a number of resources. You can do the following:

  • Maintain the availability, skills, job function, and service area of the internal and external resources that you can schedule for a job
  • Locate the resources that best meet the demands

You can use resource planning to comply with promised service level agreement (SLA) dates, meet emergencies, and maximize resource utilization. Once you have assigned the resource to a demand, you can notify the resource through:

  • Groupware
The groupware notification is only available for internal employees.
  • Any available channel; telephone, text message, or e-mail
  • SAP CRM Mobile Service

Note that you can use resource planning either for project- or for service-order-based scheduling, but not for both.

The following features are additionally available to fullfill project-based scheduling:

  • When creating concrete assignments for cProject roles, you can either create assignments for a single instance or define a recurring appointment.
  • Before you create an assignment, you can define possible candidates in candidate management. This is especially useful for long-term projects.
  • You can create concrete assignments from your groupware calendar.
This function is only available for internal employees.
  • You can use multilevel staffing.
  • You can navigate from the SAP CRM WebClient UI to the cProjects application, by choosing Resource Planning -> cProjects in the navigation bar.
  • You can navigate from the resource planning application to the role details in cProjects by clicking the project number in the demand search result list and in the project demand details in the proposal list for resources.

Effects on Existing Data

Effects on Data Transfer

The service resource planning solution requires elements from the workforce deployment server that is a part of the WFM Add-On 2.0.

Note that as of SAP CRM 2007 SP02 service-order-based and project-based resource planning requires the WFM Add-On 2.0 SP12. For more information, see the SAP note 1115278.

Effects on System Administration

Effects on Customizing

To use service resource planning, you have to make the settings in Customizing for Customer Relationship Management under Workforce Deployment -> WFD Server, Service Resource Planning and General Settings for Service Resource Planning.

Further Information






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Length: 3802 Date: 20240603 Time: 180122     sap01-206 ( 49 ms )