PLM360_EN_Col98_FV_CO_A4.pdf

PLM360 Multi-Resource Scheduling Overview (SAP MRS) SAP PLM

Course Outline Course Version: 98 Course Duration: 3 Day(s) Publication Date: 2014 Publication Time:

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PLM360

Contents

Contents Course Overview ...................................................................... v Course Goals ....................................................................... v Course Objectives ................................................................. vi

Unit 1: Overview of Multi Resource Scheduling ............................... 1 Introduction ......................................................................... 1

Unit 2: Processes and Integration Overview ................................... 2 MRS Integration .................................................................... Project System (PS) Integration ................................................. Plant Maintenance / Customer Service (PM / CS) Integration ............... Human Resource (HR) Integration .............................................. Customer Relationship Management (CRM) Integration .....................

2 2 3 3 3

Unit 3: Basic MRS Function Overview ........................................... 4 Employee Qualifications .......................................................... MRS Planning Board .............................................................. Planning Board Enhancements .................................................. Integration of Parts Availability Check...........................................

4 4 5 5

Unit 4: Advanced Functions Overview........................................... 6 Automatic Planning ................................................................ MRS Optimization.................................................................. Work Center Scheduling .......................................................... Work Center Scheduling Enhancements ....................................... Web-based Resource Management for the Professional Service Industry

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Contents

© SAP AG. All rights reserved.

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PLM360

Course Overview

Course Overview Multi Resource Scheduling (MRS) is an add-on to the SAP ECC components. MRS provides the resource planner in various application areas with an intuitive graphical interface that contains information about open demands, the utilization of resources, and any possible conflicts with the current resource planning. The MRS planning tools can be integrated with ECC components including: plant maintenance, service management, customer service, project system, and human resources. This overview class will introduce the student to the functions of the MRS planning tools as well as integration points with the other ECC components. The following topics are dealt with, in particular: • • • •

Business process addressed with MRS Integration with other SAP components Functions of the MRS planning board Automatic planning optimization functions in MRS

Target Audience This course is intended for the following audiences: •

Project team members and key users who are responsible for implementing multi resource scheduling.

Course Prerequisites Required Knowledge • •

PLM200 Overview for Project Management PLM300 Overview for Plant Maintenance

Recommended Knowledge • •

SAPCRM Overview of the CRM solution SAPHR SAP ERP Human Capital Management Overview

Course Goals This course will prepare the participant to: • • • •

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Gain an overview of the integration of MRS into SAP ECC processes and master data Understand the user interface used to assign demands to resources Understand how to determine the best resources for each demand with the use of requirements and qualifications Perform automatic planning and optimization using the advanced function within MRS

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Course Overview

Course Objectives After completing this course, the participant will be able to: • • • •

2014

Describe the integration of MRS with plant maintenance, customer service, project system and human resources Create demands in ECC components and assign resources for those demands using the MRS Planning Board Determine the resources that best meet the requirements of the task using employee qualifications Provide an overview of advanced functions for automatic planning and optimization

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Course Outline

Unit 1 Overview of Multi Resource Scheduling Unit Overview This unit will introduce you to the history of the MRS solution and the business processes it is designed to address. MRS is a cross-application add-on designed to provide a single point of access to view demands and assign resources to the demand. This forward integration is complemented with a backward integration that allows for resource assignments and date changes to be written back to the originating application.

Lesson: Introduction Lesson Objectives After completing this lesson, the participant will be able to: • • •

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Describe the roadmap to the development of MRS Put the solution into prespective Identify the points of integration with other SAP solutions

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Course Outline

Unit 2 Processes and Integration Overview Unit Overview This unit will introduce you to the integration of MRS to the logistics components supported in SAP ECC. The integration of MRS is provided for the logistic components including: • • •

Project System Plant Maintenance Customer Service

As well as Human Capital Management, and Customer Relationship Management. These integrations allow MRS to provide a singular place to assignment resources and revise the scheduling of the task being assigned.

Lesson: MRS Integration Lesson Objectives After completing this lesson, the participant will be able to: • • • • • • •

List the options for deployment of MRS Describe the SAP applications and solutions supported by the MRS add-on solution Explain the architecture of MRS Describe the variety of processes supported by MRS List the key functions found in MRS Describe the use of application / MRS master data Describe the views associated with the MRS Planning Board

Lesson: Project System (PS) Integration Lesson Objectives After completing this lesson, the participant will be able to: • • • •

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Explain the process steps when using MRS in Project System (PS) Describe the roles people play in the PS / MRS integration process Describe the integration points between PS and MRS Execute the planning process

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Course Outline

Lesson: Plant Maintenance / Customer Service (PM / CS) Integration Lesson Objectives After completing this lesson, the participant will be able to: • • • •

Explain the process step when using MRS in Plant Maintenance or Customer Service Describe the forward and backward integration points between PM or CS with MRS Describe the multi-back end integration scenario Execute the planning process

Lesson: Human Resource (HR) Integration Lesson Objectives After completing this lesson, the participant will be able to: • • • • • •

Describe the various scenarios for MRS / HCM integration Explain the use of employees and partners as master data Explain the resource planning structure (RPS) Explain the roles or Resource Planner and Contact Person Describe the maintenance of work times in MRS Describe the integration with HCM Time Management

Lesson: Customer Relationship Management (CRM) Integration Lesson Objectives After completing this lesson, the participant will be able to: • •

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Describe the scenario for integration of MRS with CRM Explain the deployment options

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Course Outline

Unit 3 Basic MRS Function Overview Unit Overview This unit will introduce you to the functions in the MRS Workplace and the maintenance of employee qualifications within MRS. Employee qualifications can be used as a method of finding appropriate resources for specific requirements of the demand. In this unit we will introduce you to the maintenance of the employee qualifications within MRS and the methods that may be invoked to transfer the qualifications from HCM master data. The second lesson in the unit will provide you the student with a high level overview of the parts of the MRS Workplace and provide you with navigational skill to get around in the MRS Planning Board. As there are many methods to accomplish the same results we will demonstrate the use of context menus and drag-and-drop techniques in order to assign resources, maintain assignment types, revise basic dates, and etc. Lessons specific to the MRS 800 version of the software have also been added to show you the new functions available in this latest release.

Lesson: Employee Qualifications Lesson Objectives After completing this lesson, the participant will be able to: • • • • • • •

Explain the use of qualifications and requirements Describe the master data for employees Describe the master data catalogs and matrices Use of the master data in qualification / requirements matching Describe creation and use of profiles Explain the maintenance options for the Employee Profile Explain options in qualification matching

Lesson: MRS Planning Board Lesson Objectives After completing this lesson, the participant will be able to: •

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Describe the features of the MRS Planning Board

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• • • • • •

Course Outline

Review other planning views found in MRS Explain the options and execution of assignment processing in the MRS Planning Board Explain the options and execution of assigning tool resources Explain the scheduling processes Describe the handling of status of assignments Explain the concept of resource selection

Lesson: Planning Board Enhancements Lesson Objectives After completing this lesson, the participant will be able to: • • • • • • • • •

Search for replacement resources for an existing assignment Edit demand splits Define separate membership period for each member of a team Copy time allocations to multiple resources Flag resources as confidential for display only by authorized users Make capacitive assignments concrete Display a map locating the resource, the demand or the assignment Maintain user-specific settings for the planning board Sort the resource list in the planning board

Lesson: Integration of Parts Availability Check Lesson Objectives After completing this lesson, the participant will be able to: • • •

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Check parts availability in MRS Change status of parts availability check in MRS Understand the integration between the check done in MRS and the EPR applications PM and CS

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Course Outline

Unit 4 Advanced Functions Overview Unit Overview This unit will show you advances functions for planning and optimizing resource assignments in the MRS Plannning Board.

Lesson: Automatic Planning Lesson Objectives After completing this lesson, the participant will be able to: • • •

List the options for executing automatic planning Describe the execution of each option Describe utilization based automatic planning

Lesson: MRS Optimization Lesson Objectives After completing this lesson, the participant will be able to: • • • •

Explain the goals and benefits of the optimizer Describe the options for execution of the MRS Optimizer Explain the technical requirements for using the optimizer Describe the integration of a GIS system

Lesson: Work Center Scheduling Lesson Objectives After completing this lesson, the participant will be able to: • • • •

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Explain the business process of scheduling by work center Describe work center scheduling using the MRS Planning Board Explain the relationship between resource planning and work centers Explain dispatching using the planning board

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Course Outline

Lesson: Work Center Scheduling Enhancements Lesson Objectives After completing this lesson, the participant will be able to: • • • •

Understand the ERP/MRS integration of work center shifts and intervals Make mass changes to demands Make mass work center assignments to demands Compare the dispatch and assignment data to planned data for a demand

Lesson: Web-based Resource Management for the Professional Service Industry Lesson Objectives After completing this lesson, the participant will be able to: • • •

2014

Describe the functionality found on the web-based interface Explain the process options when using the interface Describe the various roles when using this process

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