You can plan capacity manually in an early stage of portfolio and project management. However, as soon as more detailed resource planning data or actual data is available, it is integrated in capacity planning so that it can be evaluated with the data that was entered manually.
Define capacity views for the relevant planning data and actual data, which provide for the integration of the data. You must define the integration of the data. You do this by using a customer-defined implementation of the Business Add-In (BAdI), that is /RPM/FIN_CAP_PLAN, or by using the standard integration options.
You can specify the options in the Customizing activity PPM → Portfolio Management → Base System Interfaces → Capacity Planning Settings → Define Capacity Planning Settings.
There are two standard integration options available for capacity planning at the portfolio item level. In the first option, you have the integration of resource planning data from assigned portfolio projects. In the second option, you have the derivation of capacity demands from actual or planned times entered in FI/CO systems.
Integration in Detail
For integration in resource planning, an item must be linked to a portfolio project with roles reflecting the demand. The roles can be staffed with resources. In Project Management, you can either define the roles and their staffing manually or upload them from other project management systems, such as SAP Project System or Microsoft Project.
You can assign a Role Function to each role and set your own definition for the Role Function in Customizing for Project Management. Project management, development, and quality inspection are some of the examples of Role Function. To integrate role demands and role staffing in capacity planning, define assignments between the Role Function and combinations of capacity views, capacity categories, and capacity groups.
You can assign role demands and role staffing separately. Using the program /RPM/CAP_PLAN_INT, the resource planning data in the capacity planning data is integrated with these assignments. Using the transaction SA38, you can execute this program in the PPM core system.
To integrate actual time and planned time in capacity planning, you are required to set up the FI/CO interface for PPM. For example, to integrate the actual time posted to an internal order in the FI/CO system to the capacity planning of an item, link the internal order and the portfolio item, and execute the FI/CO integration. Then, start the program /RPM/FICO_INT_PLANNING in the PPM core system. This program now transfers the actual time and planned time of the internal order to the capacity planning of the item.
All the integration options introduced were designed for transferring the data of subordinate objects to higher level ones. However, you can pass manually planned capacity data of a portfolio item to a role of the associated portfolio project.
This means capacity planning data is transferred to an existing project role or to one that is to be created automatically. The operation can be performed only once for each capacity view and group. Constant updates are not possible.