Resource Planning in PS using Noveco solutions _Plannin… · Noveco solutions. Key Requirements...
Transcript of Resource Planning in PS using Noveco solutions _Plannin… · Noveco solutions. Key Requirements...
Resource Planning in PS using
Noveco solutions
Key Requirements
• Plan Individual Resources across projects and workcenters in SAP PS directly
• Estimate required hours of individual resources (e.g. Drafting, Electrical Engineer, Project Manager
etc.) on Project Network Activities or WBS elements using Activity Type or generic cost elements
• Determine person availability by reading personnel HR time schedule and allocations to other
projects
• Allocate available hours: 1) individual Person; or 2) Position with assigned persons; or 3) Work
Center with all Positions and Persons included to a project Network Activity or WBS element
Requirements
• SAP HR module is implemented
• HR Work Centers are created for every ”logistic” WC
• Persons assigned to HR Work Centers
• Personnel is assigned to Activity Type (info type 315)
• Personnel is assigned to Work schedule (info type 007)
• Cost Elements assigned to Noveco Resource Names
• SAP PS & Noveco has accurate cost and work planning / forecast:
- labour costs plan is done using quantity and rate
- cost and work to complete is distributed along WBS and NWA
Pre-requisites
Resource Planning in SAP PS with Noveco
Description Activity Type Qty (Hrs) Rate Value
Elect. Engineer 6010 200 H $120.0 $24,000.0
CAD drafting 7000 80 H $100.0 $8,000.0
Description Activity Type Qty (Hrs) Rate Value
Designer 6020 100 H $120.0 $12,000.0
Proj. Manager 8000 90 H $100.0 $9,000.0
Project System (PS) Human Resources (HR)
Sender Cost Center NOV001
Activity Type 6010
Info Type 315
Person No. 100933
Name Charles Brown
Cost Estimation
Cost Estimation
6010
6010
• PS : Estimate Costs using Activity Types
• HR : Assign Activity Type to a Personnel record
• FICO : Activity Types assigned to Cost Elements (1:1)
• PS : Cost Elements assigned to CE Groups
• Noveco : CE Groups assigned to Resource Names
Structural Designer
Engineering &
Design
Labour
Materials
Value Categories
Designer
Engineer
Resource Name
Fitter
Electrician
Cost Elements
Activity Types: Cost Elements – Resource Names
System Designer
Civil Engineer
Structural Engineer
Designer
Activity Types
Senior Designer
System Designer
Cost planned on project is directly linked to a personnel:
- From Cost Elements / Value Category / Resource Name in Project
- To Activity Type / Cost Element / Resource Name assigned to
Employee master record in HR
Project Cost Forecast define Resource Requirement
DEMAND for Resources: (PS / Noveco ) SUPPLY of Resources: (HR)
Cost planned on project Network Activities using Activity Types define:
- Quantity of Hours Required
- Rate per Hour to calculate Cost To Complete
- Resource Names (e.g. Engineer, Draftsmen etc.) are determined from Cost Element assigned to Activity Type
- Activity Types are defined in HR master record for every employee
Project Cost Forecast define Resource Requirement
DEMAND for Resources: (PS / Noveco ) SUPPLY of Resources: (HR)
Noveco Resource Plan works equally with WBS elements and / or Network Activities
Resource Demand Distribution
Distribute your
resource demand along
the project proposed
Start - Finish dates
Planning of Individual Resources
Using Noveco Solutions..
Resource Plan by Project
List of
Projects
List of
Resources
Required Hours by
project item, resource
name and period
Available Hours by
personnel, resource
name and period
Projects Generate Resource Demand
Resource Demand:
- Distribute required quantity of
hours by project in Noveco
Project Manager Workbench
- Resource Demand is distributed
by month on Project WBS or
NWA by Resource Name (e.g.
Engineer, Project Manager)
- In the example above, the NWA
904606/0010 generates
resource demand for for
Engineer and Designer
PM
Wo
rkb
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ch
Reso
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Defines
Resource
Name
HR Personnel Generate Resource Supply
Info Type 315 – Time Sheets DefaultsInfo Type 0007 – Planned Working Time
Defines
Available
Hours from
Persons
Work
Schedule
Resource Demand vs Supply
Resource Demand:
Red colour means not allocated
resource demand
Resource Supply:
Green colour means not allocated
resource supply
As you navigate along the project structure, the system is
trying to find suitable individuals from the resource list to
match project demand
Resource Allocation
You can allocate individual
resources to project WBS or
NWA by several user-
friendly ways:
1. Select a person (or
multiple persons), select
project item and click on
“Allocate” button
2. Drag a line from the ALV
screen to a project item on
the tree or on the project
ALV screen
3. Drag a person (or multiple
persons) from Resource
Tree and drop to Project
Tree or project ALV
Resource Allocation
If you don’t want to allocate
each person individually, you
can allocate a position (or
entire Work Center) with all its
resources to a project item by
drag & drop
Review current allocations to
the project item
Resource Allocation
Look for persons current
allocations to various
projects
Resource Allocation
You can search for
corresponding resource
demand for a specific pool of
resources
Resource Allocation
Shift Project Requirements if there are no
resources available
Resource Planning
• Resource Planning is performed directly in SAP PS using the most up-to-date information
about project resource requirements
• Available hours are read from the person’s SAP HR Work schedule taking into account
normal hours, planned holidays, existing allocations.
• Cost Plan on a project defines required resources (e.g. Engineer, Draftsman, Project
Manager), which are related to persons default activity type defined in HR master record
• Soft resource allocation to a project defines ”planned” allocation and can be shifted in time
• Committed resource allocation cannot be shifted in time
• Project WBS or NWA resource requirements can be shifted (if their requirements are not
committed) to periods with available resources
• Resources can be allocated as individual persons or as a group of resources (Position or
even an entire Work Center can be allocated)
• Resources from multiple Work Centers can be allocated to project items
• A custom list of available resources can be created by each user
• Friendly graphical user interface designed to simplify the resource allocation process
Summary:
About Noveco Solutions..
Noveco
Noveco is a family of seamlessly integrated software components designed to simplify SAP
standard Project System (PS) and enhance it with missing functionality such as cost and
revenue estimating, project forecasting, variation management and reporting directly in SAP
Noveco enables integrated financial management of your project lifecycle directly inside
your SAP system
..
..
Efficient
Project
Management
Execution
MonitoringForecasting
Reporting
Analysis
Settlement
Estimating
Planning
Budgeting
Noveco System Architecture
No middleware (BI, BO etc.)
No interfaces
No custom tables
Always real-time
Rich functionality
Automatic forecasting
Simple and intuitive interface
Minimum training
Quick implementation
SAP ECC or S4 HANA
Project
System (PS)
+
Noveco
Finance
(FI) and
Controlling
(CO)Materials
Management
and
Procurement
(MM/SRM)
Production
Planning
(PP)Plant
Maintenance,
Customer
Service
(PM/CS)
Sales
and customer
management
(SD/CRM)
Human
Resources
(HR)
Capacity
and Resource
Planning
Time Sheets
(CATS)
Project Management Lifecycle
Project
Initiation
Period
Closing Reporting
• Purchase Orders / Contracts
• Time Sheets
• Invoicing & Billing
• Variations
• Settlement
• Result Analysis/Profit Take
• Period Close
• KPIs Review
• Cost / Margin Forecast
• Resource Planning
• Progress Analysis
• Materials and Procurement forecastProject
Close
Out
• Operational
• Dash Board
• Programs/Portfolio
• Analytical
• Final Settlement
• Project Close
Efficient
Project
Management
Execution
Monitoring
&
Forecasting
• Estimating: Costs and Revenues
• Project Structure & Planning
• Budget Approval
• Start/Finish Dates Scheduling
• Plan Cost Distribution
Run by Noveco
Run by SAP or other software
SAP Project System with Noveco
SAP standard Project System (ECC or S/4) Noveco
Project System
• Create and maintain Project structure:
WBS and Networks
• Plan Cost and Revenue
• Schedule Dates
• Assign Purchase Orders to Project
• Assign Maintenance and Production
orders to Project
• Assign Sales Orders to Project
• Collect Actual Cost and Revenue
• Settle Costs
• Run Result Analysis
• Reporting
• Estimation: Revenue and Costs
• Create Cost and Revenue Plan from
Estimate
• Distribute (time phase) Cost,
Commitments and Revenue
• Forecast remaining costs to complete
and calculate Estimate at completion
• Progress Analysis
• Project Risk Management
• PO Accruals Management
• Variation Management
• Resource Management
• Forecast History
• Reporting
Integrated Project Management in SAP PS with Noveco
ECC / S4 HANA
PS
Project
Manager
Workbench
Estimation
Variation
ManagementReporting
MM PP
PM
SDFI/CO
HR
● Cost & Revenue Estimating
● Project Manager Workbench
● Cost, Revenue Forecasting
● Progress Analysis
● Variation Management
● Resource Management
● Comprehensive Reporting
How Quickly Noveco ePM can be Implemented
• Technical installation takes approximately 30 minutes (Add-
On installation)
• SAP PS and Noveco configuration takes 2 hours to
complete
• You may review your value categories and cost element
groups
• You will run Noveco in your SAP Test environment the
same day you installed it
• Implementation in Production environment will be different
in each individual case
Our Customers
For more information visit Noveco Systems on
www.novecosystems.com