Resource Staffing to a Project Role - Few queries :)

Hi,
There is a Newly created project role. Now the role needs to be assigned with the project task and also a resource needs to be staffed to the Project role.
The role creation, task assignment are going good as per the defined processes. But I am finding difficulty to staff the resources to the role. On searching the resources (please note I have not mentioned any criteria in qualification) I am getting a list of resources but on staffing them neither of them is having the availability.
My questions are..
1) Are there any validity dates (for staffing) for the resources which are defined as the Busienss Partner in the BP T Code.
2) On creataing a new Buseinss Partner in the BP and searching the same while staffing it does not show it. (Guess it can have some batch-job for updates as per requireement). Please suggest my guess is right or not.
3) Do we have any functionality in cProjects wherein based on role requirement (with its availability dates) we can explore the number of resources which can be staffed with their availability dates. (I guess it is similar to the qualification criteria match functionality, but please note I have not used the qualification in my test case here).
Please suggest. Full points for the correct and useful answer.
Regards,
Nishit

Hi Nishit,
1. I dont think there is any validity period explicity defined for BPs. The Business Partners can be staffed if they are not 'blocked'.
2. Ensure that you create BPs with Employee role.There is no batch job update required if you have created BPs in the same system.
3. Yes. This is possible. Check out the Resource Search Functionality in cProjects. Availability can be set as a desired search criteria there. You can maintain the BP availability in the t-code RPM_EMPDATA.
Regards,
Vivek

Similar Messages

Staffing of Project Roles with Resources

Hi PPM Gurus,
We have some gaps when designing workflow email to Resource Line manager in cProject (Project Management) in PPM. We working on scenario where,-
1.       1. Project Manager (PM) knows only roles required for project, but not resources
2.       2. Important Question: How PM will inform by SAP workflow to Resource Manager (RM) or Line Manager (LM) to update resource in cProject.
3.       3. Then we can use standard SAP workflow process as mentioned in 1013736 – cProject soft booking and hard booking approval workflow which is,
1) The process of approval of a Soft Booking of a Resource to a Project Role and the subsequent conversion of the booking from 'Soft Booked' to 'Hard Booked' is controlled by means of a workflow.
2) This workflow will be triggered when a Resource is assigned to a Project Role or an old booking is changed and the booking type of a resource is marked as 'Soft Booked' by a Resource Manager. A Resource can be soft booked by checking the 'Res.' checkbox within the staffing table against the resource which is being booked to a role.
3) The Line Manager of the resource which was soft booked will receive a mail containing a link to his SAP Business Workplace from where he/she can approve/reject the booking.
4) In the SAP Business Workplace of the Line Manager a work item would be present which will have the booking details, 'Approve Booking' and 'Reject Booking' buttons which shall be used to make the respective decisions.
5) If the booking is approved then the workflow will try to automatically convert this booking from 'Soft Booked' to 'Hard Booked' in the background. If it succeeds then the process will move forward; if not (say, because of reasons like Project/role being locked) then the Line Manager will get another mail informing him/her about the failure and would have to re-execute the booking through a new work item. Once the booking type is successfully converted from 'Soft Booked' to 'Hard Booked' then the Resource Manager(s), Project Manager(s) and the Resource himself/herself will receive a mail notifying the confirmation of the booking.
6) If the booking is rejected then the booking type will remain unchanged ('Soft Booked') and the Resource Manager(s), Project Manager(s) will receive a mail notifying the rejection of the booking.
Bottom of Form
Regards, Diana

Hi Diana,
Your questions can be answered through staffing type 'Resource manager via responsible organisation' known as extended staffing process in PPM-Project management.
There are many staffing types
1) Project lead
2) Resource manager via authorisation
3) Resource manager via responsible organisation (Extended staffing process)
4) Multi-Resource Scheduling (MRS) (If MRS is integrated).
Except the first one, all other staffing type involves resource managers to staff the project roles and these staffing types are cross-project view for resource managers. The first one is project-centric and it is always staffed by the project lead/Project manager.
Resource manager via authorisation: Here the staffing is carried out based on the authorisation the resource manager has for specific resource pools with staffing/candidate manager authorisation to a single/multiple projects.
Resource manager via responsible organisation: In this process, the responsible staffing/candidate manager is identified through the HR organisation unit assigned by the project manager to a project role. This extended staffing process has 3 steps–
1)     Staffing in preparation (Where the project manager select the suitable department/functions(org. unit) for staffing the resource manager)
2)     Staffing in process ( The responsible staffing manager of the org. unit staff resources from his org. unit)
3)     Staffing closed (The project manager closes the staffing process).
MRS staffing is also similar to the above with its own extra features.
Considering this, I feel that ‘Extended staffing process’ is more suitable for your scenario.
Regards,
Ravi

Project Role Staffing

Hi,
I want to staff the resources in project role. I have created project role, but unable to staff as the field is grey out.
I have created org unit in T-code: PPOCE and try to assign in tab "Staffing process" but i do get error as "No org unit exists".
Let me know if you have any clue on this.
Regards,
Aryan

Hi Matthias,
I have already chk and I have full authorization.
When I go to the Resource tab ---> Staffing Process where I change the status from "Staffing in Process" to "Start Staffing Process", system throws error as "No responsible organizational unit for staffing assignment". I have created org. unit in T-code: PPOCE but still i could not see the org unit in the drop down of org. unit.
Beacuse of these i cannot assign the resources in the "Staffing" tab.
Hope I am clear.
Aryan

Problem while assigning multiple staffing to project role.

Dear All,
I am facing problem while assigning multiple staffing to project role.
In the project role, we are doing staffing ( assigning BP). While assigning the BP's getting below errors.
Resource assignments overlap
Message no. DPR_BUPA_LINK004
Diagnosis
The validity period '10.02.2008'-'01.03.2008' for the assignment of project role Product Manager and ' Rakesh Pradhan' overlaps with the validity period of the assignment ''.
However, the project role type does not allow several staffings to be edited at the same time in the project role.
System Response
The system does not allow this constellation of data when saving.
Procedure
Check and correct the start and finish dates of the staffings affected.
Request you to advise in fiixng the issue.
Thank you for your cooperation.
Regards,
Ranjan

Hi Biplab,
For multiple staffings in the same time frame, check the option of 'Edit in Parallel' in the Role Type settings in SPRO.
Let me know if that helps.
Regards,
Vivek Pandey

Resource search based on Customer and Project role type

We are using cProjects 3.1 with WFM core and SAP ECC 5.0 We have been able to search for resources (created as Business partners) based on Org Unit, Qualifications and also Availability %.
But while searching in the General tab, if we enter the
Customer/Ordering Party field or Project Role type field, the search yields no results. However if both these fields are blank, the search gives correct results.
Thanks & regards,
Khalid Khan
mobile: 91-9890530220

Hi
There is BAdI: DPR_SEARCH which you can use.
You can implement it with custom logic
Talking about PA-PSA based search, Is available using PFAL transaction for BP creation
You need to Map your PA-PSA with Area-location of cProjects
Niranjan
Let me know if it helps!!!

How to disable the Project role id in cProject

Hi All,
I would like to disable project role id field under resource tab in cProject. Now it is editable I would like to disable.
Can any one please let me how to do it.
Thanks,
Preddy.

Hello Preddy!
For hiding or setting the field "read-only" you can use the field control via customizing.
SPRO > SAP Portfolio and Project Management > Project Management > Global Enhancements to Project Elements > Set Up Field Control
The object type of a cPro role is "MTG" (or MTT for template roles).
Use the External Attribute "ROLE_GUID" for dealing with this field.
E.g. for setting the field "read-only" a very simple example would look like this (without dealing with special cases and conditions):
Chose the value "private" for "condition fulfilled / condition not fulfilled" to hide this field.
Regards,
Peter
P.S. Don't forget to set this also for object type "MTT" if you want to set this field also read-only/hide in templates. And of course for all your Z-field-controls (if you use different ones for project types).

CProjects - Issue related to WFM & Project role

Hello All,
Immediately after log-on I see two errors:
"Communication with the WFM Core system is not possible"
"Unable to establish connection to LiveCache"
Ignoring these message, if I go ahead creating project, system allows me to create the project. But when I hit on "Save" button, I get following error message:
"Saving is not possible because the WFM Core data could not be adjusted"
"Message was caused by reference object 'Berater'"
"Resources" Tab is greyed out. I can delete/ edit the project role here.
I checked the configuration for "Collaboration Projects -> Resource Management -> Workforce Deployment -> Workforce Deployment Server -> Dispatcher Settings -> Switch between livecache and Built-In Dispatcher ". LIVECACHE DISPATCHER is selected & this screen is greyed out. I can not change it to BUILTIN DISPLATCHER
I have searched the forum & I didn't find suitable solutions these issues.
Looking forward to suggestions from you all.
We are on cProject Suite 4.0
Thanks,
Amaresh Makal

Hi ,
Are you using the WFM core.
if not deactivate it
Project Management -
Resource management ---qualifaction management ---activate qualification andmatch up using DFM core.
Remoove X.
Nitin

Inheriting Project Roles from another project

Hello all,
I wants to inherit all the project roles from one project to another without actually creating the new roles, and then close the parent project.
Because i have one business requirement that we need to create a new project with same resources as the parent project and it is too time consuming to create roles, consider the case there are 10-15 resources assigned.
Is there is any way to do it ?

Hi Rahul,
You can create generic project template in which you can create the WBS and create the roles as well as you can assign business partner to roles .
use the template while creating the project all the role from the template will be inherited.
Regards
shiv

Cost / Revenue for Project Role Types

Dear All,
I need your suggestion on cost / revenue rate for multiple project roles type of the project elements. I am defining various project roles such as account manager / project manager / Team leader / Team members etc. which will be assigned to project. There will be different cost / revenue hourly rate for each role type. I have defined hourly cost / revenue rate for organisation management. But i oberved that hourly rate is getting copied to all type of role in project & the same is update as planned cost.
Request you to suggest how to mainatin different hourly rate for various project roles in side project.
Thank you in advance.
Regards,
Ranjan

Hi,
Make sure you have done following settings
SPRO>Collaboration Projects >Connection to External Systems>Accounting Integration>Define Cost/Revenue Rates
here you define Cost revenue rates
Now i feel you have assigned these rates in define Task types in SPRO>Cproj>structure>define task types
in this case it ll take same cost revenue rates.
you remove these
and in SPRO >Collaboration Projects > Resource Management>Basic Settings for Project Roles> Role types
assign the rates.
clear the browser Cache, cookies.
Make sure you log off and then try to create new Project with the settings
It shd help.
P.s. Zhenbo plz correct me if im wrong...
Niranjan
Award points if useful.

Alphabetical order for project roles

Hello all!
Does anyone know if it's possible to change the standard project role sort (defined at each new project role creation, incrementally) so that we get the roles in the alphabetical order?
Thank you.
Matthias

We had the issue on 2 views:
1/ Resource tab: as we bought the SAP consulting Solution called "Sophisticated Resource Managemen toolkit", the role list is then displayed with an ALV list. It's then easy to change the standard layout in the administration mode.
2/ Structure tabl -> role: for this one, we added a post-exit in cl_dpr_ui_log_tsk_role~fill_tree to resort the role tree.
Matthias

How to prevent certain Users from deleting a resource while in the project?

We are currently using P6.2 client; We are setting up a new resource dictionary and have been searching to find a way to prevent certain users from deleting resources while in the project. Is there a way to do that? I have created Global profiles and Project profiles under the Admin security profile and have tried clicking off of rights to delete a resource but when I log into as that user I can still delete the resource. Please Help!

Are you talking about preventing users from deleting resource assignments within a project? Or preventing them from deleting resources from the global resource dictionary?
For global resource dictionary in Global Profile you would turn off:
-Delete Resources
And likely:
-Add resources
-Edit Resources
-Edit Roles
-Edit Resource Calendars
For resource assignments on activities in Project Profiles you would turn off:
-Add/Edit Project Activities Except Relationship
Note: this will disable more then just the ability to alter resource assignments.

Using multiple resource cost rates in Project Server 2013

Greetings,
We use Project Server 2013 to manage resources that often perform multiple roles within projects and also have different rates between projects. The Standard Rate from the user's profile is somewhat helpful but, as we all know, it carries over to every
project that the resource is part of.
I have tried opening Project Professional 2013 and using the additional Cost tabs in the user's information to enter different rates in tabs, B, C, D and E (tab A is the default Standard Rate from Project Server).
My experience has been that as soon as I close and check in the project file, this data disappears. Next time I open the file the default rate is available but tabs B-E are blank. This behavior does not occur if I open a stand-alone project
file not connected to Project Server.
I realize that Project is not meant to be a financial management tool and has its limitations but I'm looking for suggestions and would appreciate any feedback.
Thanks
Ray

Dale is right in that an Enterprise Resource can only have its rates (or any details) set by the administrator. Unfortunately you are limited to 5 rates (A-E).
I have done a macro for a client that reads rates for a resource for a project from a database (or Excel) every time the project is opened. So you see the correct rates and calculated costs.
These rates get over-written next time you open the project, hence the need for the macro to update rates every time the project is opened.
Another option in the macro is to zero the rates so a copy can be emailed to clients etc without sensitive rates data.
Rod Gill
Author of the one and only Project VBA Book
www.project-systems.co.nz

Resource Tab Create/delete/Display role is not active

Dear Friends,
I have been trying to work on cprojects 4.0, i encountered one issues. I tried exploring all the threads on the forum related this issue, but i could not find any resource related this issue.
in Resource Tab Create/delete/Display role is not active, they are grayed out.
I have maintained all the authorization
1. Roles for my user id are:
SAP_CPR_PROJECT_ADMINISTRATOR
SAP_CPR_PROJECT_LEAD
SAP_CPR_USER
i also have SAP_ALL
0SAP_ADMIN Project Role 'Administration'
Default Authorization : ResMan,Write
Z13_CONSULTANT Consultant
Default Authorization : ResMan,Write
Z13_DEVELOPER Developer
Default Authorization : ResMan,Write
Z13_PROJEKTLEIT Project Manager
Kindly request your valuable inputs.
Thanks and Regards
Mukesh

Hi Mukesh,
Please go to following SPRO setting:
Collaboration Projects -> Resource management -> Qualification Management -> Activate Qualification Search and Matchup Using WFM Core
Delete the X under Value abbr. for Group WFM and Sem. abbr. QUINC. This will deactivate use of WFM.
Hope this resolves your problem.
Regards,
Niraj

Need procedure for creation of BW Roles, Assigning Queries,Publishing Roles

Hi Experts,
Could you please let me know the procedure for creation of BW Roles, Assigning Queries,Publishing Roles in Business Explorer (BEx - BW 3.5)
Thanks in advance,
Andy

Hi,
Creating BW Roles
http://help.sap.com/saphelp_nw04/helpdata/en/52/6714b6439b11d1896f0000e8322d00/frameset.htm
Assigning Queries
After creating the query, save the query to a role from the query designer.
Publishing Roles in Business Explorer
https://websmp101.sap-ag.de/~sapdownload/011000358700002894802003E/HowToBIPortal1.pdf
Hope this helps you..!
-Pradnya

Few queries about foreign revaluation for vendor/customer open items

I am trying the transaction F.05 for the first time for vendor & customer open items in foreign currency. I have a few queries:-
1. The ouput contains 2 exchange rates. One is picked from the transaction header. My query is from where is the other rate being picked up. In my current system, I could make out that exch rate in transaction header is being picked automatically from table OB08....however I am unable to deduce the source of the 2nd exch rate.
2. What is the significance of "balance sheet preparation valuation". Earlier in test runs, only "new difference" was getting populated. However the user wanted to see "old diff" also. So while doing some trial run in test client, I checked the "bal sheet prep valu" and posted.....after this run, I am getting values in "old diffe" and "new diff" also. And the posted amount is the difference of the two. What is the significance and ideal way?
3. Should the entry be reversed if I am revaluating at year end? Why I am asking is because in some threads I read that revaluation at year is not to be reversed....
Thanks,
SM

1. To find out difference latest date(Key Date for OI Overview) will be taken by comparing with document posted dated. Based on that system shows diffrences
2.   The items are valued using the exchange rate valid at the key date. The
      difference determined in local currency is output and posted. The
      valuation can also be done for parallel local currencies and according to
      different valuation approaches (HGB, GAAP).
      The result of the valuation is required for the creation of the financial
      statements. You should therefore carry out the valuation before the
      grouping of receivables and payables with program SAPF101. The valuation
      difference is then noted in the document. Use the valuation areas to
      calculate a different valuation method, or to save the result for further
      processing activities.
3.   we need to reverse entries .

Resource Staffing to a Project Role - Few queries :)

Similar Messages

Maybe you are looking for