Resource Dashboard. Portfolio and Project Management. A PLM Consulting Solution. Public

Transcription

1 Portfolio and Project Management A PLM Consulting Solution

2 The PPM Consulting Solution 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 supports decisions as to whether an organization is able to take on more work and how much work has been planned overall.

3 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

4 Functionality Staffing Business Partner Availability Role Resource Dashboard Demand The PPM Consulting Solution 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? 4

5 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. 5

6 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 6

7 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. 7

8 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 8

9 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. 9

10 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) 10

11 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) 11

12 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. 12

13 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. 13

14 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) 14

15 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. 15

16 Access cprojects Portal 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. 16

17 Customizing: Integration of data sources Availability RoleTask Resource Dashboard Staffing Actuals Demand 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. 17

18 Customizing: Display Modes With transaction ZPPMC_PL_RESSDB_CUST the customer can set the customizing of the PPM Consulting Solution. 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 18

19 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. 19

20 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 20

21 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) 21

22 Optimized Resource Management in a Single Planning Environment The Consulting Solution 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 Key Features 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 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: SAP Service No.: , Enhancement Services for SAP PPM Contact: PLMServices@sap.com 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 Business Benefits 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 22

23 Contact Information Tobias Gläser SAP Portfolio and Project Management Consulting SAP Deutschland AG & Co. KG Hasso-Plattner-Ring Walldorf, Germany M tobias.daniel.glaeser@sap.com