Desktop Analyzer Staffing Edition_V1

8/10/2019 Desktop Analyzer Staffing Edition_V1

1/32

[Type text]

Desktop Analyzer

Staffing Edition

P l a t i n u m D B C o n s u l t i n g , I n c .

User Manual

March 2014


2/32

Page 1of 31 www.platinumdb.com

728 W. Jackson Blvd. Suite 807 Chicago, IL 60661

Main: 312.906.8710

Fax: 312.906.8711

Table of Contents

Product Description...................................................................................................................................... 2

Key Features ................................................................................................................................................. 2

User Guide .................................................................................................................................................... 3

1. Setting Properties ............................................................................................................................. 3

2. Download Data ................................................................................................................................. 5

3. Upload Data .................................................................................................................................... 15

4. Resource Search ............................................................................................................................. 16

5. Add Staffing .................................................................................................................................... 19

Using Resource Search Function ........................................................................................................ 19

Direct - Using Global ID (Business Partner Number)......................................................................... 23

6. Switch Staffing ................................................................................................................................ 25

Using Resource Search Function ........................................................................................................ 25

Direct Using Global ID (Business Partner Number)........................................................................ 28

7. Delete Staffing ................................................................................................................................ 30


3/32



Main: 312.906.8710

Fax: 312.906.8711

Product Description

Desktop Analyzer- Staffing Edition provides easy and efficient methods to achieve various

staffing requirements in Project & Portfolio Management module of SAP by leveraging the

strong features of Excel in the front end and SAP PPM in the backend. The familiar and simpleExcel user interface makes learning curve easy and smooth for user.

Key Features

Staffing Data download for single/multiple projects simultaneously.

Project Search feature available to search project based on project id and/or project

description.

Role Function Search feature available to search role function based on role function id

and/or description.

Monthly and weekly planning supported.

Navigate the data cells as you would with any spreadsheet arrow keys, page up and

down, etc.

Hourly & FTE based planning supported.

Manual Editing and Upload to SAP PPM supported. The Upload is optimized for

maximum performance.

Add Staffing feature supported where user can staff resource under a role from Excel UI.

Delete Staffing feature supported where user can delete resource under a role from

Excel UI.

Switch Staffing feature supported where user can switch resource under a role fromExcel UI.

Resource Search functions available to aid Add and Switch staffing features.

Resource Net Availability and demand values with indicators displayed to support

decision making.

Add and Switch staffing using Global ID (Business Partner ID) directly supported.

Uses SAP security and encrypted Web Services.

Respects SAP locking will not update the Item if another user has it open already.


4/32



Main: 312.906.8710

Fax: 312.906.8711

User Guide

1. Setting Properties

Step 1:

Action: Open Excel application, click on DA-Staffing Edition tab on Excel.

Result: DA-Staffing Edition tab is displayed as given in screen below.

Step 2:

Action: Click on Properties button in Ribbon.

Result: Property window opens with all fields blank for first time.


5/32



Main: 312.906.8710

Fax: 312.906.8711

Step 3:

Action: Fill in the properties and click OK.

Result: Property Window is closed.

Step 4:

Action: Click Properties window again.

Result: All the values entered are retained.


6/32



Main: 312.906.8710

Fax: 312.906.8711

2.

Download Data

Step 1:

Action: Click on Load Staffing button in the Ribbon.

Result: Login window pops up, with username populated as entered in Property Window earlier.

Step 2:

Action: Enter Password and click OK.

Result: Download Staffing window will open as below. For the first time all fields will be blank except

Unit set to default value Hours.


7/32



Main: 312.906.8710

Fax: 312.906.8711

Step 3:

Action: Enter the projects and also other criteria as required and click OK.

Result: Staffing data for entered projects will be downloaded in format below.


8/32



Main: 312.906.8710

Fax: 312.906.8711


9/32



Main: 312.906.8710

Fax: 312.906.8711

Step 4:

Action: Click on search icon beside Project ID field in Download Staffing window.

Result: Project Search window opens.

Step 5:

Action: Enter search string in Project ID field and click Search button.

Result: Projects matching entered criteria will be listed.


10/32



Main: 312.906.8710

Fax: 312.906.8711

Step 6:

Action: Select the project to be downloaded and click OK button.

Result: Selected project will be populated in Download Staffing. Click on OK button to download data.


11/32



Main: 312.906.8710

Fax: 312.906.8711

Step 7:

Action: Click on search icon beside Role Function ID field in Download Staffing window.

Result: Role Function Search window opens.


12/32



Main: 312.906.8710

Fax: 312.906.8711

Step 8:

Action: Enter search string in Role Function Description field and click Search button.

Result: Roles Functions matching entered criteria will be listed.

Step 9:

Action: Select the role function to be downloaded for selected project and click OK button.

Result: Selected Role function id will be populated in Download Staffing. Click on OK button to

download data.


13/32



Main: 312.906.8710

Fax: 312.906.8711

Note: Check below that the data corresponding to Role function ID selected in above step is

downloaded.


14/32



Main: 312.906.8710

Fax: 312.906.8711

Step 10:

Action: Select the project that has period type set to weekly in SAP PPM system and click OK button.

Result: Data will be downloaded in weekly format as below.


15/32



Main: 312.906.8710

Fax: 312.906.8711


16/32



Main: 312.906.8710

Fax: 312.906.8711

3.

Upload Data

Step 1:

Action: Download staffing data as given above, edit the values as required. Then click the Update

Staffing button in ribbon.

Result: Update is complete message is displayed on successful update of changes made.

**Note: Confirm successful update by downloading data for same projects and verify.


17/32



Main: 312.906.8710

Fax: 312.906.8711

4.

Resource Search

In SAP PPM system following 3 resources has First Name starting with Ad. Please make a note of role

function ID associated with each resource.

Resource details screen in SAP PPM system.

Without Role Function ID in Download Staffing Window

Step 1:

Action: Download staffing data without Role Function ID as above

Step 3:.Select any cell in the role rows as marked below and click Add Staffing button.


18/32



Main: 312.906.8710

Fax: 312.906.8711

Result: Resource Search Screen pops up.

Step 2:

Action: Enter the required search criteria for resource & click on Search button.

Result: List will be populated with resources matching search criteria.

With Role Function ID in Download Staffing Window

Step 1:

Action: Download staffing data with Role Function ID as aboveStep 9.Select any cell in the role rows as

marked below and click Add Staffing button.



19/32



Main: 312.906.8710

Fax: 312.906.8711

Step 2:


Result: List will be populated with resources matching search criteria and matching role function (that

was/were entered while downloading data).


20/32



Main: 312.906.8710

Fax: 312.906.8711

5.

Add Staffing

Using Resource Search Function

Step 1:

Action: Download staffing data. Select any cell in the role rows as marked below and click Add Staffing

button.



21/32



Main: 312.906.8710

Fax: 312.906.8711

Step 2:




22/32



Main: 312.906.8710

Fax: 312.906.8711

Step 3:

Action: Select resource that has to be staffed for role by clicking on it.

Result: The details of resource availability and role demand, from current month to end are displayed

on the right for selected resource.


23/32



Main: 312.906.8710

Fax: 312.906.8711

Step 4:

Action: After selecting the resource click on the Staff Resource button in the bottom of Resource

Search Screen.

Result: The selected resource appears below selected Role. The Total and Remaining for that Role is

recalculated.

**Note: Algorithm for staffing

FROM CURRENT MONTH TO END OF DATA DOWNLOAD:

If Role Demand Resource Availability

Staffed Value = Resource Availability

If Role Demand < 0

Staffed Value = 0

If Resource Availability< 0

Staffed Value = 0

Step 5:

Action: Click on the Update Staffing button in the ribbon to save the newly staffed resource.

Result: Update is complete message is displayed.



24/32



Main: 312.906.8710

Fax: 312.906.8711

Direct - Using Global ID (Business Partner Number)

Step 1:

Action: Download staffing data. Select Role to which staffing needs to be added. Enter Global ID (BP

Number) in the textbox as shown and click on Staff button.

Result: The resource with entered Global ID appears below selected Role. The Total and Remaining for

that Role is recalculated.

**Note: Algorithm for staffing

FROM CURRENT MONTH TO END OF DATA DOWNLOAD:

If Role Demand Resource Availability

Staffed Value = Resource AvailabilityIf Role Demand < 0

Staffed Value = 0

If Resource Availability< 0

Staffed Value = 0


25/32



Main: 312.906.8710

Fax: 312.906.8711

Step 2:

Action: Click on the Update Staffing button in the ribbon to save the changes.



If Role Function ID was entered during staffing data download and if we enter Global ID of a

resource who has different Role function ID associated to it than system will give an error

message.


26/32



Main: 312.906.8710

Fax: 312.906.8711

6.

Switch Staffing

Using Resource Search Function

Step 1:

Action: Download staffing data. Select any cell in the staffing row that needs to be switched as marked

below and click Switch Staffing button.



27/32



Main: 312.906.8710

Fax: 312.906.8711

Step 2:




28/32



Main: 312.906.8710

Fax: 312.906.8711

Step 3:

Action: Select resource that has to be staffed for role by clicking on it.

Result: The details of resource availability and current staffing, from current month to end is displayed

on the right for selected resource.

Step 4:

Action: Click on the Switch Resource button.

Result: The new selected resource from the list replaces the current resource. The staffing values

remain unchanged.


29/32



Main: 312.906.8710

Fax: 312.906.8711

Step 5:




Direct Using Global ID (Business Partner Number)

Step 1:

Action: Download staffing data. Select Resource which staffing needs to be switched. Enter Global ID in

the textbox as shown and click on Staff button.

Result: The resource with entered Global ID replaces the current one. The Staffing values remain

unchanged.


30/32



Main: 312.906.8710

Fax: 312.906.8711

Step 2:




If Role Function ID was entered during staffing data download and if we enter Global ID of a

resource who has different Role function ID associated to it than system will give an error

message.


31/32



Main: 312.906.8710

Fax: 312.906.8711

7.

Delete Staffing

Step 1:

Action: Download staffing data. Select any cell in the staffing row that needs to be deleted as marked

below and click Delete Staffing button.

Result: Warning message pops up to confirm delete action.

Step 2:

Action: Confirm delete by clicking Yes on warning window.

Result: The selected staffing row is deleted and Total & Remaining for Role under which staffing is

deleted are recalculated.


32/32

Step 3:Action: Click on the Update Staffing button in the ribbon to save the changes.



Documents

Desktop Analyzer Staffing Edition_V1