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Resource Dashboard Portfolio and Project Management

A PLM Consulting Solution Public

Resource Dashboard The PPM Consulting Solution “Resource Dashboard” allows you to manage you resources efficiently. It shows business partner availability, role demand and staffing, combined with other essential information. The user can analyze at which times a business partner is available for staffing. Furthermore, understaffed roles can be displayed.

In general, the Resource Dashboard supports decisions as to whether an organization is able to take on more work and how much work has been planned overall.

Resource Dashboard

Our Service

An implementation-ready Solution

Implementation of the Solution

Documentation of the Solution

6 Months of Bug fixing

Optional Online Scoping Session and/or Presentation at Customer

© 2015 SAP SE or an SAP affiliate company. All rights reserved. 4 Public

Resource Dashboard Functionality

The PPM Consulting Solution “Resource Dashboard” shows business partner availability, role demand as well as Staffing and answers vital questions for resource planning:

At which times is a business partner still available?

For which weeks does a role need more resource staffing?

How much work is an organization capable to take on?

How much work is already planned?

Business Partner

Role

Staffing

Demand

Availability Resource Dashboard


Resource Dashboard Selection Criteria

The resource overview can be filtered by several criteria: project, type, status, business partner, organizational unit and skill of the business partner. The customer can enhance these criteria or replace by own ones.

Furthermore the user can save self-defined value combinations as selection variant (like in SAPGui reports) and load them on demand.


Resource Dashboard Display Parameters

To display the data, further information on the time frame and the time unit are needed. Using that, the resource dashboard can work out the tabular display of the data.

The display mode (customizable) determines the data entities to be shown: Resource availabilities and staffing, Only staffing, Staffing and role demand Task Effort Task Staffing


Resource Dashboard Tabular Display

According to the previous selection, the results are displayed in an overview table. In this example the staffing, along with the business partner availabilities are shown.

The red line shows the remaining availability. Positive numbers indicate open capacities, overstaffing is displayed with negative numbers.


Resource Dashboard Layout Settings

Layout Features Hide columns Sort columns

of the Tabular Sort rows Sum up columns

Display: Form sub-sums Filter rows

Hierarchical display Print settings

Display settings Fix columns


Resource Dashboard Graphical Display of the Staffing

The selected data can be displayed in a business graphic.

In this example staffing and availability are compared with each other. This allows to detect overstaffing or available time.


Resource Dashboard Different Graphic Types

The data can be displayed in different ways (customizable):

Staffing of the selected business partner (compared to the Availability)

Role demands of the selected project

Staffing of the selected role (compared to the role demand)

Staffing of the selected project (compared to the sum of all project‘s role demands)


Resource Dashboard PDF/Excel Export

Tabular Export: Output of the content as formatted MS Excel report

PDF Export: Output of the tabular content and the graphic as pdf report (either Adobe Form or Smartform)


Resource Dashboard Direct link to SAP PPM

From the list you can directly navigate to the row's corresponding project or role: Clicking on the object in the result table opens new window showing the role or the project directly in SAP cProjects.


Resource Dashboard Remaining Availability / Overstaffing

If a business partner has more working effort in a time period assigned than he will be able to do, a overstaffing exists. Overstaffing are to be solved during the resource staffing process, either by postponing the roles or substituting the resource.

In addition to the remaining capacities, the table row „Remaining Availability“ also indicates the overstaffing (red cells)

In addition there is the overstaffing feature (next slide), which assigns the overstaffing to single staffing entries. It determines which staffing entries will not be handled by the business partner.


Resource Dashboard Overstaffing feature: Visualization

If availabilities and staffing entries are compared in the resource dashboard, the overstaffing feature can determine which staffing entries cannot be realized due to overbooking (red cells)

The overstaffing can also be seen in the graphic: The assignments at least partly above the red availability line are overstaffing (orange boxes)


Resource Dashboard Efficient Staffing in one View inclusive optional Distribution function

Percentage Staffing of

Roles with availability check of resources

Direct Edit of role demands role staffing etc.


Resource Dashboard Access

The resource dashboard is offered per default:

As additional tab strip in SAP PPM (top level),

Included in the portal navigation,

As standalone WebDynpro application.

cProjects

Portal


Resource Dashboard Customizing: Integration of data sources

The shown entities of the resource dashboard (availabilities, staffing, role demands, role-task-assignments, actual times) are delivered by default with the consulting solution.

The customer can define further data sources, link them via customizing in display modes and display them in the resource dashboard.

Availability

Staffing

Demand

Resource Dashboard

Role- Task

Actuals


Resource Dashboard Customizing: Display Modes

With transaction ZPPMC_PL_RESSDB_CUST the customer can set the customizing of the PPM Consulting Solution Resource Dashboard.

The customer can compose the data sources to display modes, which are selectable at the resource dashboard UI. He can set:

Display text of the mode (multi language)

Assigned data sources, whether the values shall be negated and the background color of the displayed rows in the tabular display


Resource Dashboard Customizing: Chart Types

The customer can compose data sources to chart types for the business graphic, which can be selected in the resource dashboard.

Settings:

Display text of the chart type (multi language),

Assigned data sources, the display type (bar or line) and the construction of the legend text.


Resource Dashboard Enhancement Definitions

Enhance Selection: Show additional selection criteria on the selection UI (org.unit, …) and remove default

ones

Influence table layout: Manipulate the ALV layout (highlight special cells, add further links, customer ALV buttons, …)

Filter business partners: According to customer selection criteria or authorizations remove the business partners

Display parameters: influence values (override certain combinations), remove parameters from the UI


Resource Dashboard Further Enhancement Definitions

Manipulate results: Remove information from the results (authorization/selection), add (customer fields) or aggregate

Selection variants: Customer authorization checks, whether the user is allowed to save or delete

selection variants

Graphic report: The customer can replace the graphic report by another one and even use

alternate graphics

URL parameter: Control of numerous ResDB functions with URL parameters possible (the customer can even create and use own ones)


Resource Dashboard Optimized Resource Management in a Single Planning Environment

The Consulting Solution “Resource Dashboard” supports operative Resource Management with flexible selection criteria, interactive visualization, color coding and alert functions as well as enablement of simple and direct adjustments on demand and staffing details in a single planning environment.

Business Challenges

You strive for upgraded means to analyze current and planned resources

You seek improved resource planning You need a detailed and comprehensive monitoring tool You want to adjust roles or resources across projects

Faster reaction to over or under utilized capacity of roles/resources Better support in decision making at project controlling – staffing Easier analysis of current and future resources – situation More efficient resource allocation Targeted planning and selecting of project teams Reduces costs through improved resource utilization

The service provides:

– Means to report across projects by tabular representation as well as graphical evaluation

– Course of action via staffing and editing functionalities

– Various customizing options regarding display mode, graphical evaluation and activation/deactivation of functionalities

Implementation in approx. 2 weeks

Key Features

Business Benefits

Availability, Technical Details

Available for SAP PPM 6.0 and SAP PPM 5.0 Delivery via transport

Application logic as independent customer implementation

Complete documentation of all development objects

Contact

SAP Note: 1172239

SAP Service No.: 50109202, Enhancement Services for SAP PPM

Contact: [email protected]

Related Services Automatic Re-Planning Resource Management across Controlling Areas Resource Simulation Resource Workload Report Resource-based Estimate To Complete SAP PPM Utilization Dashboard Time Recording

mailto:[email protected]

© 2015 SAP SE or an SAP affiliate company. All rights reserved.

Contact Information

Tobias Gläser

SAP Deutschland AG & Co. KG Hasso-Plattner-Ring 7 69190 Walldorf, Germany

M +49 160 908 23181 [email protected]

SAP Portfolio and Project Management Consulting

mailto:[email protected]

resource dashboard - sap service marketplace - homesapidp/012002523100010454612015e/... · using...

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