Analyzing Resource Group / Business Unit in a Portfolio

I work at a company that runs large and small projects, some external and some internal. We have many different types of resources that are applied to a given project, with few interchangeable resources (for example, we have six different kinds of engineers
and I can't swap an engineer in one group for another). I'm well versed in how to resolve a resource allocation for a named resource, which will resolve overallocations in a given group for
a given project.
However, our company is dipping its toes into portfolio management. We might have several new projects proposed per week, and I would have to determine if I have enough of each kind of engineer (and technician and support personnel, etc) to support the proposed
project. What is the best way to look at the "group" field and see the remaining availability within a group?
Note that this needs to be a fairly automated look - assessing the availability within a group for portfolio management purposes should be a small fraction of my time.

Hi Kristen,
I'd personnaly not use the out-of-the-box "group" field but a resource custom field to fill for each named resource a skill/competency. Then either you can build custom reports for capacity planning, or you can use the stratgic portfolio features
that allows you creating a portfolio of projects and performing a capacity analysis based on a resource custom field (that would obviously be your skill custom field).
Here are few references:
https://support.office.com/en-US/Article/Analyze-portfolio-based-on-time-phased-resource-requirements-9721aee8-ca04-4339-ad13-62a0a20615f5?ui=en-US&rs=en-US&ad=US
http://technet.microsoft.com/en-us/library/gg597667(v=office.14).aspx
http://blogs.msdn.com/b/project/archive/2009/11/11/project-2010-introducing-portfolio-analysis.aspx
In addition to this, you could perform scenarios using the booking type for the resources assignments.
Hope this helps,
Guillaume Rouyre, MBA, MVP, MCP |

Similar Messages

Mitigation at User Group / Business Unit

Dear all.
I am considering to mitigate at user group level in GRC. That means for example for all the users related to user group: GROUP_A i want to mitigate an specific or all the risks. Is this feasible in GRC?
Is it also possible to mitigate at Business Unit / Organization level?
Kind regards and thank you.
Sara.

Hi Alessandro.
Thanks for your explanation.
How do i indicate to which org.unit the users belongs to? Do i have to use the GRC Org structure?
How do i assign the mitigation control to de Organization? In the example i show i cannot see any element under the Object ID.
Kind regards and thank you.
Sara.

Gregory Johnson, Director of the Consumer Defense Resource Group, responds to the recent iPhone price drop.

Gregory Johnson, Director of the Consumer Defense Resource Group, responds to the recent iPhone price drop.
In a strange turn of events this week, some consumers are upset now because as of Wednesday (Sept. 5) Apple lowered the retail price of their iPhone by $200. The 8GB iPhone is now $400 rather than $600. Customers raised such an outcry that Steve Jobs has published an open letter in response.
Apple and other companies are continually coming out with new products that usually offer more speed, more storage, more features, and cost less than previous models. Nobody has ever complained -- until now. Why haven't people complained in the past when Apple has had significant price drops and major upgrades on their other products? There wasn't a revolt then. There were no mobs of angry customers demanding rebates.
My first CD drive was a 2X speed external drive that required a special interface card in the computer. It cost $1,200 and today better drives are available for about $30. My first scanner was a very slow and big unit costing over $1,000. Today, better scanners are available for under $100. My first computer cost more than $2,000 and had a 20MB hard drive. With 8GB of storage, the iPhone should cost about $800,000. So, $600 didn’t seem too expensive.
I bought my iPhone for $600 knowing that by next year they would probably drop to about $300 or $400. I didn't think there would be a mid-year drop, but so what. I knew the trajectory of technology progress would mean that a better phone will be available in 6 to 9 months at probably a lower price -- more apps, faster, more features, more memory. It's a given. You buy something this month. Next month it will be obsolete. That's just the way it is. Perhaps Apple should put a disclaimer on their website stating: "Warning: Our products will increasingly become faster, cooler, more innovative, and offer greater value for the dollar as time goes on. Get used to it."
Apple is progressing so quickly now, beyond any other technology innovation company, that this kind of thing is likely to happen again in the future with some other product of theirs. Are people going to complain each time? Must the company give out rebates each time? This all seems so silly. It’s no longer possible to compare Apple to other companies with regard to their ability to implement product improvements. It’s like dog years versus human years. Two months in Apple’s world of product development is equal to about 6 to 9 months for most manufacturers. I know it is difficult, but people need to get used to that.
To the complainers out there, I have a few questions. Would you like Apple to be less innovative? Would you like Apple to not give you more value and voluntarily drop their prices by hundreds of dollars? Is that what you want? Don't get upset at Apple just because they are pushing the envelope of technical innovation and value from one month to the next. What if Apple released an 8-core computer this summer and then by fall they announced their new 16-core computer? This is the kind of development and progress pace we need to start expecting from Apple. The migration to Intel processors went much faster than anticipated.
Some research suggests that the iPhone cost of materials are about $300. So, there had been some complaints that Apple is price gouging by selling the iPhone for twice that amount. What people don’t understand is that there are other costs in building a piece of technology and running a business beyond the electronic components that go into them. The actual cost per 8GB iPhone is probably about $550. When Apple sells them for $400 each, I calculate they are taking a loss on the phone of about $150 per phone. Why would a company do this? There is something called a “lost leader” in retail sales. It’s a product you sell below your cost in an effort to rapidly expand your customer base. I’m guessing this is what Apple is doing by offering the iPhone at such an amazingly low price.
I'm planning to purchase an Apple notebook sometime soon. I'm not in a hurry, so I'm waiting until they announce the next major upgrade to their notebook line. I'm guessing it will be this fall. If I really was in a rush to get a notebook, I'd get one now, and then be a little disappointed when the new ones are announced -- but I wouldn’t be surprised. Instead, I'm waiting. I'd like to see built-in broadband cards (cellular data access) and LED back lighting in the 17-inch notebook. Perhaps larger hard drives and faster processors would be nice. It would be wonderful if it had an optical glass touch screen like the iPhone.
This latest uproar reminds me of the consumer complaints about iPods scratching. For decades, portable handheld computing devices have been available. They get scratched, and nobody says anything. Anyone concerned about their device scratching can purchase a protective cover. Then Apple comes along and offers their product. Suddenly consumers are in an uproar about it scratching and there is a class action lawsuit. It doesn’t seem fair that the most progressive and innovative company out there is the one that gets beaten up by consumers the most.
My comprehensive review of the iPhone can be found here:
http://web.mac.com/resourcesforlife/journal/writings/Entries/2007/8/18iPhoneReview.html
The Consumer Defense Resource Group is online here:
http://www.resourcesforlife.com/groups/cdrg/
The above article can be found here:
http://web.mac.com/resourcesforlife/journal/writings/Entries/2007/9/7iPhone_Price_Drops_-_ConsumersUpset.html

Junk Mail Designer wrote:
I'm not biting.
I've read too many reports in the media from people more highly credentialed than Mr. Johnson to the contrary.
The analogies and comparisons are still way off. Production didn't get cheaper, the phone didn't get upgraded, no carrier's are subsidizing, retailer's are not discounting. Never has the MSRP of CD-ROMs, nor cellphones, nor HDTV's dropped this quickly in history.
I'm tired and going to bed. But here's your assignment. Apple's price decrease rate is 33.3% in 67 days. What would a $10,000 item cost at that rate in one year?
Actually product advancement and innovation are very much the central issue here. Apple has effectively "upgraded" the 4GB unit to 8GB and reduced the price by $100. It's all in how you look at it.
The real issue of innovation and development has yet to be seen, but the recent price drop is an indicator that Apple already has something "in the shoot" to be released soon.
I was thinking it might take a year for a new version of the iPhone to be announced. Yet, with the recent price drop, it seems they may be lowering the price on the original unit to make room for a new one. Which is my point exactly. Apple is so fast at innovating that they already have something new to release (that's my prediction).
They can't release something new and sell the old units if the "something new" and the "something old" are at the same price. It makes sense that the 8GB unit would drop to $400 and the new one will be $600.

Report of all sales orders for a business unit

I am analyzing revenue, and I would like to run a report that would list all sales orders and the value of those orders in a particular business unit.
I require the value of each and every sales contract during a certain period. Can I run a report that lists all sales contracts opened during a particular period?

Hello,
from the standard SAP menu, under: "Logistics --> Sales and Distribution --> Sales --> Information System --> Orders" you can find some transactions reporting sales orders lists, such as VA05 or SDO1, which perhaps could fit your requirements. Otherwise you can create a query to merge the tables containing the information that you need. As of my knowledge there's not an organizational level called "Business unit" in SAP, so you should check if in the transaction mentioned above the field you use to identify the "Business unit" is available.
Hope to be useful.
Best regards,
Andrea

How to set up Pymnt Method for different business units

Hi,
Can anyone shed some light as to how to set up P Method in FBZP in a way that one type can be identified according to its Business Unit?
To clarify, FBZP is currently set up in a repeated way:
Pymnt Methods:
T - Transfer - Business Oil
S - Transfer - Business Engineering
V - Transfer - Business Equipment
A - Boleto - Business Oil
N - Boleto - Business Engineering
C - Boleto - Business Equipment
As you can see, we are repeating same payment method as it is needed for business to identify which business unit this refers to.
Is there a way of setting up only one type of Transfer and one type of Boleto and how this will categorize the type of Business Unit ??
Any input is welcome
Regards
Roger

Hi Roger:
How about some enhancement on F110? The logic would be something like read all the proposal lines, group by profit center and then re-assign the payment method based on profit center. There are couple of user exits available starting with RFFOX###, depending on the payment method and the program you using.
Something similar to substitution rules user exit.
Not sure if there is any other standard configuration to combine lines by profit center.
Thanks.
Rahul

Payments are not allowed for business unit ..... (6000,568)

Hello,
Did anyone ever have the same error message 'Payments are not allowed for business unit (6000,568)' so that he can tell me what I did wrong?
I get this message when I click on 'add' on the regular or epress deposit pages
I have set up the payment options at BU Level so I have no idea what to do know.
Regards,
Stijn

I forgot to creae the group type P ....

Multi-tenancy for a seperate business unit

Apparently, we can't do multi-tenancy with SCSM 2012 R2 (see link below). We'd like setup SCSM for one of our business units, but we don't want any of their stuff mingling with our IT stuff. It looks like we'll have to create a
new Management Group. Is it possible to create a new Management Group on the same server as our current IT Management Group, or do we need a new server ?
https://social.technet.microsoft.com/Forums/systemcenter/en-US/0891a803-c5f6-4e21-9958-ea4adc2381c6/scsm-2012-multitenant-architecture
Also, to save some work, is there a way to export settings (eg. for the connectors) from our current IT Management Group to the new Management Group ?
Thanks

Hi,
as per Microsoft Definition "The Service Manager management server and its associated Service Manager database make up a Service Manager management group." This means, that if you need additional Service Manager Management Groups, you have to install
additional servers.
I find it very handy, that you can leverage a single data warehouse Management Group and centralize your reporting if you register your many Service Manager management groups with a single data warehouse management group:
"In your enterprise, you might create multiple Service Manager management groups. You can centralize reporting for multiple Service Manager management groups by registering multiple Service Manager management groups with a single data warehouse management
group."
Source:
Planning for System Center 2012 - Service Manager Deployment
https://technet.microsoft.com/en-us/library/hh519640.aspx
About exporting your settings...They should be stored in management packs, which you can import in the new management group. About the connectors - you have to recreate them in the new environment and this shouldn't be a big administrative effort. It will
take probably not more than 30 Minutes to recreate all possible connectors.
I hope I could help you further.
Best Regards,
Stoyan

Business process and business unit in compliance calibrator

Dear Experts,
Can any one please tell me the use of business process in rule architect and business unit in mitigation control.
Thanks and Regards
A.Rama Krishna

Dear Rama,
Basically business processes are the actual day to day processes any oraganisation carries out. When we have to group tcodes / functions for rule creation , we group them according to a business process so that we can easily relate them to each other within the business process. Eg : Procure to Pay.
So the rules have to be created such that in this process there are no SOD violations in the access given to users. Thus it makes risk analysis more logical and simple for analysis.
Thanks,
Yajuvendra Sonalkar

Linking Corporate cockpit and Business Unit Cockpit

hi all,
Our requirement is to create Management cockpits for Corporate and Business unit : providing a picture of overall situation in corporation as well as in its strategic business units.
The user should be able to move from aggregated figures for the entire group to the detailed information on each stategic business units.
My problem is how should i link Corporate Cockpit with Strategic Business Unit Cockpit so that the user would be able to move from aggregated to detailed information ?
Thanks in advance for suggestions.
regards,
Yogesh

Hi,
Q no 1:
Sourcing Cockpit is an area from where you can source the requirements..There are two ways by which sourcing can be done.
1. The Purchase requisiton created from ECC 6.0 can be pushed to SRM for Sourcing . Either direct material with Part no or
Service requirement without part number
2. The shopping cart created in SRM can be converted to sourcing.
once the requirments are flown from ECC 6.0 and SRM . in the SRM server in sourcing node--click Carry our sourcing.
you can get all the requirements.
From this you can convert it to Purchase order,contract,Auction. Bid invitation.
Q. no 2 :Business Rule Framework.(BRF)
This is related to Workflow .From SRM 7.0 this workflow is called Process controlled workflow. Only by simple rules the
Workflow for Approval process for P.O ,Contract,Bid invitation can be done.
If you are SAP ABAP person they you can confugure this .Normally ABAP person will do this.. Please go to S ID and get the
details there for Business rule framework
Just check in this forum in Search you can get more details and notes
go to Google.com and enter business rule framework you get more material
check this link
http://www.sdn.sap.com/irj/sdn/nw-rules-management?rid=/webcontent/uuid/d00df7db-c783-2b10-aa97-ccfeacc19fcb [original link is broken]
Regards
G.Ganesh Kumar

Business unit in mitigation control and business process in rule architect

Dear Friends
Can any one please tell me the difference between business unit configuration in mitigation control and business process in rule architect.
If they are same, why we are configuring the same two times.
full points awarded for good answer.
Thanks and Regards
A.Rama Krishna.
Edited by: Ramakrishna Ailanani on Nov 25, 2008 10:02 AM

Hello Ailanani,
The use for these entities solely depends on the business and has to be decided between the implementors and the BPOs. This can vary a lot from organization to organization and thus cant be generally stated.
Also, as this would be an integral part of the implementation, would advice you to be sure and clear once you define them or take help from some GRC AC consultants who can guide you on the same. Without a clear definition of the BPs and the BU's you may end up putting a lot of time, money and resource for a thing which probably you might have to reverse later.
Regards,
Hersh.

1 project many Business unit

Hi Guru's,
We have taken an new project in which, there is more than one Business unit will gonna provide reosurces for the project. now i want to the cost & reveue for each Business Unit under this project & wants to give customer 1 combine invoice. Pls suggect how to proceed step by step.

in my process...
for every BU i have diffrt Profit centre & cost centre,
i create 1 wbs element for one project eg I-000107-001
now in this
I = Domain ( it will be difft for difft BU)
000107 = its for project
001 = ID for comp. code to be invoiced.
now... under one project ( wbs element)
i have to use Resources from difft BU. since each BU has separate profit centre & cost centre, so all the BU should get their revenue share. but only one invoice should be create for the customer.
Now pls. advice in breif how to procedd in this.

Business Unit In CRM

Hi,
What is a Business Unit (BU) from a CRM perspective.
plz state this with an eg.
Thnxs

Hi Suman
Really does depend on the business itself but in general a Business Unit would be an Organizational Unit.
An example of this would be as per transaction PPOMA_CRM
Level 1 - ABC Group
Level 2 - ABC Sales
Level 3 - ABC Sales Northern Region
Level 3 - ABC Sales Western Region
etc
Level 2 - ABC Service
Level 3 - ABC Service Northern Region
Level 3 - ABC Service Western Region
etc
The Organizational Units can go deeper if you wish.
Under each final level would be your Positions and under then associated Holders.
Hope this helps.
Regards
Arden

Derive business unit from billing doc

Hi all,
I am trying to derive the business unit (VBRK-BZIRK) from the billing document instead of the customer master data.
For that purpose, I added the charachteristic "billing document" (WWBD) and then I create a derivation rule of type 'table lookup' with the following parameters:
source:
VBRK     VBELN     Billing Document     =     CO-PA     WWBD     Billing Document
Assignment of table fields to target fields:
VBRK     BZIRK     Business Unit     =     CO-PA     BZIRK     Business Unit
on the condition tab I added the range of sales organizations for which this derivation needsto be active:
CO-PA     VKORG     Sales Organization     >=     6000
CO-PA     VKORG     Sales Organization     <=     8000
When I test it in KEDR by entering, customer, sales org, billing document, is is working OK, but when I do an actual by creating a billing document, the derivation is not working.
Does anyone know why this derivation is not working?
And also, is there a way to analyze the actual derivation (not the test run in KEDR)?
Thanks,
Yoel.

Hi Ajay,
I finally got some ABAP help and was able to add an entry in table TKEZU using view V_TKEZU:
Char.     BTran     Table     Field Name
WWBD     KEDR     KOMK     BELNR
Now, when I try to create the derivation rule with type table lookup I face another problem: in the 'source fields' section I
am required to enter the operating concern (TKEZU-ERKRS), the field name (TKEZU-MERKMAL) and the business transaction (TKEZU-VRGNG), but when I enter the parameters (i.e. TKEZU-ERKRS=US10, TKEZU-MERKMAL=WWBD
and TKEZU-VRGNG=KEDR) I get an error "Enter a valid source field. The field US10 is not a permitted source field" (message no. K/018).
When I try to select values from the list (F4), I can only select out
of the carachteristic names available in the system.
Why am I not getting on the drop down list the real values for the table fields?
Thanks,
Yoel.

Questions on setting up PeopleSoft FIN AP Business Unit for India with TDS

Hi,
Does anyone here have some advice for me on how to handle AP transactions for a business unit set up for India with TDS (withholding) and statutory reporting.
We are configuring AP BU for India in our existing database which has other BUs for other countries not using withholding. For India the way we understood on statutory is that all invoices must be recognised for withholding at the time of invoice entry or payment which ever ealiest. For PeopleSoft we always have to create voucher before we can make mayment so the earliest occurace will be at voucher entry that withholding should be deducted (at voucher post).
The problem that we are encountering is that if we have prepayment invoice, we can use prepaid voucher to record this. However, when we receive the final invouce and entered into PeopleSoft the voucher post reversed the original withholding lines and recreate in the final invoice with final invoice amount. This could be in different period. As for the India rule the way we understood this is that the entries that created at prepaid should not be reversed, also those withholding might already be paid to the goverment in prior period before receiving the final invoice. The final invoice should have withholding calculate just for the difference of the invoice balance.
Our other problem is on the statutory reporting that all transactions should be recorded in that particular period. Our current setup has AP close period at the end of each month which means we cannot enter invoices raised in previous period or have adjustments put in the period that already closed.
Any help and advice on how companies that has India AP business unit deal with the above mentioned issues are much appreciated.
Thank you.

Thanks Marc Sachdeva.
I don't mean where to set up withholding. I have alredy configured all withholding details and everything works fine in AP.
However, as India statutory comes in, I'd like to know how other companies handle cases like accounting entries for transactions in specific period if your system has AP/GL closed periods. Normal cases would be put entries in the next accounting period. But as my understanding on the Indian rules is that withholding must be recorded at the time of entering the invoice. So how should adjustment be made.
Another thing is the prepayment invoices, using PeopleSoft Prepaid voucher would cause the accounting entries for withholding lines to be reversed and then re-recorded when posting the final invoice (that matches with the prepaid). I would like to know how companies are dealing with such case as the TDS lines could be revsersed and recalculate in different accounting period. Also if the period that it revsered the TDS % could have changed and when the reverse happens it will recalculate withholding based on the new rate for the whole of invoice amt.
For example an invoice of 10000 INR, 50% is to be recorded and paid in advance so raise the invoice of 5000 INR in Feb. TDS is 10%.
- So vendor will be paid 4500 and 500 is for withholding.
- In April then receive final invoice of 10000 INR, record into PS as 10000 but matched to prepaid so the remaining invoice is 5000. withholding rate in Apr is now 15% so 15% should be applied to the remaining invoice of 5000 INR. As the prepaid voucher option reversed withholding lines and recalculate with final invoice total so the withholding to be deducted is calculated at 15% = 1500 (10000 * 15%).
- As the prepaid invoice withholding might have already been paid in March before the rate changed, the final invoice should have withholding of 750.
I'm not sure if my understanding of recording withholding for India is correct and whether it really needs to be recorded in the month that invoice is raised. As the way I understood and have been told it has to be recorded in that month. I.e. invoice received on 30 April must be entered into accounting period of April. Our business close AP/GL about a week before the end of month so if we receive invoice on 30th April but our AP/GL already closed on 25th Apr then 30th Apr invoice should go to May accounting period. As statutury requirement is to record this into April. How does anyone handle this?
Thanks.

Two resource groups one on each node.

Hi I am setting up a sun cluster with two nodes and storage.
I want to run oracle and weblogic.
I dont want to run both on the same server as the load matters and there are two boxes which can be used.
I am planning to setup two resource groups with logical hosts one on each box and buind oracle to one and weblogic to second logical host on the other box.
Now my requirement is,,
I want first box to be primary for oracle resource group and second box to be primary for weblogic resource group.
Can you please tell me how to configure different resource groupes to start on different boxes?
Thanks in advance for the help.
Ramesh.

Hi, This document talks about bonding the resources in different ways. But doesnot suggest setting dependency between resources in different resource groups.
To make it little more clear.
I have box1 and box2 as nodes of cluster.
the resources are distrebuted as follows.
-----Box 1-------------------------Box2-------
resourcegroup1--------Resourcegroup2
logicalresource1-------logicalresource2
Weblogicresource-----Oracleresource
I will configure the resources to start on different nodes on startup by providing node list in different sequence for each resource group.
But I want to set the dependency here..the "WeblogicResource" should not start before "Oracleresource".
Can I straightaway set the dependency as we do for resources in same group or is there any other method to do this?
Since I donot have a ready/usable test cluster I am unable to try it before posting the question.
Please let me know the possible solution for this.
Message was edited by:
Ramesh_PS1

Analyzing Resource Group / Business Unit in a Portfolio

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