PPM-Ressourcenübersicht (EN)

www.milliarum.de

Revision 01.03.2024

Inhalt

Requirements

PPM-Resource Overview

Application

PPM-Resource Overview

Selection screen

Create Staffing

Delete Role Cast

Distribution of values

Utilisation graphic

Excel Integration

Requirements

PPM-Resource Overview

This App runs on systems with at least SAP Portfolio and Project Management 6.1 (PPM 6.1) or SAP

Portfolio and Project Management 1.0 for S/4 HANA (EPPM 1.0). The User must be defined as a

resource manager in PPM. The additional field "Organisational unit" must also be linked to the PPM

Role.

Application

PPM-Resource Overview

This application enables flexible selection of employee capacity requirements (resource capacity

requirements), e.g. via status or projects by the user/resource manager. The following functions

are available for this purpose:

• Quick entry of requirements via Excel and/or distribution function

• Download and Upload via Excel templates

• Display of availability data during employee scheduling

• Bulk editing function (e.g. setting the editing status, deleting assignments, change periods of the

occupation assignment)

Furthermore, you can use the "Select function" button to go to a PPM Project. To do this, select a

project or role assigned to the resource in advance. The application opens in a new window.

Application

Selection screen

Selection screen allows you to enter various search criteria manually. The following illustration

shows the subdivided categories:

The creation of different selection variants for calling up the same scenarios is also supported. The

"Selection Variants" button can be selected for this purpose. In the "Selection variants overview"

window, the relevant variant can be selected and transferred by clicking on the "Load" button.

Furthermore, the creation and modification of additional selection variants is also possible. By

clicking on the "Create" button, you can open another window to enter the detailed data for the

new selection variant.

By clicking the "Modify" button, first a dialogue opens which asks if the manually entered search

criteria have been accepted. The detailed data for the new selection variant should be entered and

the modified variant saved. This step also transfers adjustments to the search criteria to a selection

variant.

Application

Create Staffing

"Create Staffing" is opened via the drop-down menu in the "Select function" field. To do this, select

the corresponding resource in the staffing overview.

In the "Create Staffing for Resource" screen which opens, you can see a list of the available roles

and the role requirements.

By selecting the role and clicking the "Select" button, one or more roles are transferred to the

"Selected role" table. Resources that have already been assigned are displayed in the "Role"

column.

By clicking on the "Apply" button, all selected roles from the "Selected roles" table are transferred

to the resource overview.

After applying the new roles are displayed in the resource overview.

Application

Delete Role Cast

To delete role assignments, select the role to be deleted and select the "Delete Role cast" function

from the drop-down menu of the "Select function" button.

After the selection has been made, the cast is deleted.

Application

Distribution of values

To distribute expenses, select a role and use the "Select function" button to select the "Distribution

of values" function. The prerequisite for this is a manual maintenance option for the requirements.

By selecting "Value distribution", another window opens in which the distribution parameters can

be entered.

The available distribution rules are:

Uniform Distribution: Equal distribution distributes the given effort equally within the

given period in dependance on the distribution key.

If more than one object is selected the given effort gets distributed more than one time

per object.

Distribution with remaining availability: This distribution divides the remaining availability

of a resource within the specified period. Only one allocation per resource can be

selected. If several objects are selected, the faded availability is distributed per object.

The total requirement of a role is taken into account as the upper limit for the distribution.

Recalculation of assigned effort up to the max. role requirement: This distribution

recalculates the assigned effort of marked staffing up to max. role demand.

The function overwrites the current assigned effort with the newly calculated value.

Uniform distribution on resources: The role demand is distributed equally on selected

staffing within the given period.

i.e., with 2 staffing 50% each, with 4 staffing 25% each, etc.

Percentage distribution of availability: This distribution determines the specified

percentage value of the total availability of a resource and distributes this within the

specified time period. If you select more than one allocation per resource, each allocation

is assigned the same value.

The requirements are distributed according to the selected selection criteria. For example, if equal

distribution is selected, the effort that should be distributed is entered in the "Effort" field.

The Unit is selected via a Drop-down menu.

Afterwards you can decide between the following action types.

You can also select Distribution key.

The result is displayed on the overview page of the application.

Application

Utilisation graphic

To display the utilisation graphic, select the "Diagramm" tab in the "View" field.

As long as the utilisation graphic is displayed, no further changes can be made via the drop-down

menu. You can switch between the resources by clicking on the respective resource. The default

view is changed via the "View" tab.

Application

Excel Integration

Excel Integration enables the bidirectional transfer of demand data and the associated visualisation

in an Excel template. Here, the download function transfers the project data to an Excel file.

Likewise, the upload function transfers the data from the Excel template to the PPM resource

overview. The Excel integration function is started by clicking a dedicated button.

By selecting "Excel Integration Download & Upload" you can open the "Document Upload and

Download" window. Both Excel templates can be uploaded and downloaded here.

In recent MS Office versions, macro protection is automatically activated. This activation prevents

the upload function from working correctly. Therefore, use the right click on the Excel file and

select the Properties menu item. In the Properties field, tick "Allow" in the "Security" box. The

settings are applied. The Excel template is now configured so that the required macros are

executed. You can find further information on this at https://support.microsoft.com/de-

de/office/%C3%A4ndern-der-makrosicherheitseinstellungen-in-excel-a97c09d2-c082-46b8-b19f-

e8621e8fe373 "Changing the macro security settings in Excel".

After entering new requirements, the Excel file is saved on the basis of the Excel template.

The Excel file can be uploaded using the "Excel Integration Download & Upload" button.

After uploading, the new requirements are displayed in the staffing overview.