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Resource Management (Enhanced) ( RELNPPM_50_PRO_RES_MAN )

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Short text

Resource Management (Enhanced)

Use

As of SAP Portfolio and Project Management 5.0, the following features are available in resource management:

New Views

For resource management, the following new sub views have been created to allow a better overview of the staffing situation in the project:

Staffing Overview with Focus on Dates

The staffing overview shows a hierarchical view of all the roles in the project. The hierarchy contains the following data:

• Role

• Assigned resources/candidates per role

- Task assignment for resource/candidate

• Task Assignment for role

The staffing overview with focus on dates focuses on non-distributed data. It contains the master data of the roles, resource assignments, and task assignments (such as demand, assigned effort, start and finish dates). The data can be maintained directly in the table or in the detail view.

Staffing Overview with Focus on Distribution

The staffing overview shows a hierarchical view of all the roles in the project. The hierarchy contains the following data:

• Role

• Assigned resources/candidates per role

For each role summary, columns are displayed for the following:

• Total Demand

• Remaining Demand

• Assigned Effort

The aggregated values are displayed per period. For the role, an icon indicates per period whether the role is fully staffed or partly staffed. The value of the icon can be modified using the BAdI DPR_RES_OVERVIEW. For more information, see Customizing for Project Management under Resource Management -> Basic Settings for Roles -> BAdI: Resource Overview.

The staffing overview with focus on distribution focuses on maintaining of distributed values. The data can be maintained directly in the table or in the detail view.

Resource Overview with Focus on Dates

The resource overview shows a hierarchical view of all the resources in the project. The hierarchy contains:

• Resource

• Role assignments as resource/candidate

- Task assignment for role assignment

The resource overview with focus on dates focuses on non-distributed data. It contains the master data of the roles, resource assignments, and task assignments (such as demand, assigned effort, start, and finish dates). The data can be maintained directly in the table or in the detail view.

Resource Overview with Focus on Distribution

The resource overview shows a hierarchical view of all the resources in the project. The hierarchy contains the following data:

• Resource

• Role assignments as resource/candidate

For each resource summary columns are displayed for the following:

• Total Availability

• Remaining Availability

• Assigned Effort

The aggregated values are displayed per period. For the resource, an icon indicates per period whether the resource has remaining capacity or not. The value of the icon can be modified using the BAdI DPR_RES_OVERVIEW.

In the described views, a new menu is available per object. You can open the menu for the selected object by left-clicking it. Here you can access the main functionality, such as Assign As Resource or Delete Staffing. The menu item Detailsalways starts the details of the selected object in a popup.

Sending e-Mails

In previous releases, you could send e-mail notifications using local e-mail clients such as Microsoft Outlook. This is no longer possible. From this release, e-mail notifications are sent from the back end.

Effects on Existing Data

Effects on Data Transfer

Effects on System Administration

Effects on Customizing

Resource Management Views

The cProjects 4.5 resource management views Rolesand Role Staffings are invisible by default. They can be made visible by using the method SET_VISIBLE_RESOURCE_VIEWS of the BAdI DPR_RES_OVERVIEW contained in the enhancement spot CPRO_RES_OVERVIEW.

Staffing Overview with Focus on Distribution

For the role, an icon indicates per period whether the role is fully staffed or partly staffed. The value of the icon can be modified using the BAdI DPR_RES_OVERVIEW.

Resource Overview with Focus on Dates

The aggregated values are displayed per period. For the resource, an icon indicates per period whether the resource has remaining capacity. You can modify the value of the icon by using the method GET_ICON_BUPA of the BAdI DPR_RES_OVERVIEW contained in the enhancement spot CPRO_RES_OVERVIEW.

Sort Roles

The former Sort Roles functionality has been replaced by Sort Ascending/Sort Descending. You can activate the previous version by using the method SORT_ROLE_DROPDOWN of the BAdI DPR_RES_OVERVIEW contained in the enhancement spot CPRO_RES_OVERVIEW. The Sort Ascending/Sort Descending functionality is available on the Staffing Overview views and the role detail.

Further Information

BCV Reporting for Resource Management (New)

BAPIs / RFC-Enabled Functions Modules (New)

Usability (Enhanced)

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