Integrating Resource and Capacity Planning

You integrate role requirements and staffing with the field Role function in the role definition. You can freely define possible role functions in Customizing for Project Management. To define a role function, you only need to specify an identification and a name.

In Customizing for PPM, you can then assign a role function or an entire interval of role functions to a combination of capacity group and capacity view. In the Amount field, define whether the role demand or the resource assignment should be used for integration.

To integrate the actual work carried out into capacity planning, first set up the FI/CO integration. You can then map intervals of relevant cost elements to combinations of capacity groups and views in Customizing for PPM. You can connect several FI/CO systems to PPM. Therefore, you must specify the logical system when you make each assignment. The preceding figure shows the relevant settings in Customizing for PPM.

Using PPM capacity planning, you can plan requirements for capacities or resources for individual periods at the portfolio bucket level, item level, and initiative level. This planning refers to capacity categories, groups, and views, which you can freely define in Customizing for PPM.

Values that you have planned at the portfolio item level can be rolled up to parent portfolio buckets or initiatives with the relevant Customizing settings. You can manually perform capacity planning at the portfolio item level or derive it from role demands or resource assignments of Project Management projects.