The Scheduler Workplace provides several functions in the menu and the toolbar that you can also call from the individual areas (such as worklists or the planning board).
These functions are described in the sections for the individual areas. The functions described in this section refer to the workplace as a whole and are available only in the main menu or in the upper toolbar of the Scheduler Workplace.
Features
Function Significance of Function Change Text on Title
Bar
So that you can distinguish between different minimized
windows, you can enter a unique title for the current session. To do so, choose Planning Board Change Text on Title Bar .
Undo and Redo
Provided that you have not saved your planning, you can undo or redo your last actions. To do so, choose Edit Undo or Edit Redo , or in the toolbar choose (Undo: Change) or (Redo: Change). For more information, see Undo or Redo Actions and Automatic Assignment Creation.
Refresh Workplace
To display the current planning situation including the latest changes, refresh the workplace by choosing Edit Refresh or
(Refresh).
Note
If you only want to refresh new or changed assignments, time allocations, demands, or links in the planning board, you can activate the Delta Refresh to shorten the time required for the refresh. In Customizing for SAP Multiresource Scheduling, choose Set Up Scheduler Workplace Workplace Profiles Define Planning Board Profile and select the Delta Refresh indicator.
To transfer resource availabilities, choose Edit Complete Refresh from the SAP menu.
Change Planning Horizon
To change the planning horizon for resources or demands, choose Edit Change Period or (Change Period). For more information, see Planning Horizon.
Show and Hide Organizational Levels Manager
To show and hide the resource planning structure, choose Edit Organizational Levels Manager or choose (Organizational Levels Manager) from the toolbar.
Switch Between Demand and Resource Display
To plan resources, choose the resource display. To check open demands and execute assignments, switch to the demand display.
To do so, choose Planning Board Display of Demand and Planning Board Display of Resources .
Alternatively, choose (Display of Resources) or (Display of Demand) from the toolbar.
For more information, see Progress Monitoring. You can also use the display of demand for demand planning under certain
circumstances. For more information, see Planning Demands in the Planning Board.
Switch Between Bar Chart and Table-Based Planning
To create assignments using drag & drop and obtain a graphical overview of the bar chart, choose (GANTT Mode). To switch to table-based planning, choose (Table-Based Planning). For more information, see Table-Based Planning.
Call Global Demand Search
If you want to call the global demand search in a new window directly from the scheduler workplace, choose (Global Demand Search). For more information, see Demand Search in the
Planning Board and Global Demand Search.
Call Free Employee Search
If you want to call the free employee search in a new window directly from the scheduler workplace, choose (Free Employee Search). For more information, see Employee Search for a Demand and Free Employee Search.
Check Availability
To check the availability for the components of a maintenance order, choose
Demands Check Availability .
User Parameters
To change the user parameters of the Scheduler Workplace, choose
Extras Settings . For more information, see User-Specific Configuration.
Technical Data
Customizing information about the profiles and the criteria for splitting the assignment is available at Extras Technical Information . For more information, see Assignment Split.
More Information
Calling the Scheduler Workplace by Work Priority
User-Specific Configuration
The Scheduler Workplace is configured using profiles that are defined in Customizing.
In addition to these configuration settings, you can optimize the workplace to meet your requirements by configuring additional, user-specific settings in the Scheduler
Workplace.
Prerequisites
In Customizing for SAP Multiresource Scheduling, you have carried out the activities under Set Up Scheduler Workplace. You define the profiles for the workplace here.
Features
• You can determine the Customizing profiles that are valid for the current scheduler workplace from the main menu by choosing Extras Technical Information. Additional Customizing data, such as the criteria for splitting assignments, is also available here.
• By choosing Extras Settings, you can change the various user settings whose default values are also taken from Customizing for the scheduler
workplace. These settings are persistent, which means that they also apply when you next call the transaction. These include:
o Basic settings such as the planning horizon, automatic save of the planning board, concretization of assignments in non-availability periods, and the type of availability determination
o Settings for the planning board response such as the response when you double-click the worklist and when you move demands to resources using drag & drop
o Show or hide planning board elements such as time data or columns in the resource list
o Settings for demand-based resource selection
The system also offers the following temporary options for the scheduler workplace:
• Show and hide screen areas
• Change the size of the screen areas
• Change the size of the bar chart and the time display in the planning board
• Change how resources and demands are displayed
• Display details and additional data
• Change the planning horizon
• Table-based planning
More Information
Planning Horizon Automatic Save
Partial Concretization of Stretched Assignments in Non-Availability Periods Availability Determination
Planning Board
Demand-Based Resource Selection in the Planning Board
Order Worklist
The order worklist contains all of the orders for which the resource planner is
responsible. The orders that are assigned to the resource planner depend on a resource planning node (such as an organizational unit) and a defined period.
The order worklist is displayed in a tree structure, which shows the operations and suboperations of the order along with the required resource. The system displays only the sections of the order that are relevant for the selected groups. The resource planner can view the planning status at each level of the tree.
The order worklist displays the order and all operations that are relevant for planning.
An operation that is not relevant for planning is also displayed if it has suboperations that are relevant.
Prerequisites
• You have assigned the resource planner to one or more resource planning nodes (for example, organizational units).
For more information, see Master Data.
Features
You can change how the order worklist is displayed:
• Expand the navigation tree by choosing and collapse it by choosing .
• Minimize the screen area by choosing or maximize it by choosing . You can choose to branch to the order or display the order structure.
The planning status of an order and its operations are displayed with an icon:
• Unplanned
• Partially planned
• Planned
If an order is marked with a red flag , it contains errors and you cannot create assignments for it.
The following functions are available in the context menu for an order:
• Change Document: If you select this entry, the underlying source of the demand (such as the maintenance order) opens in change mode.
• Long Text: If you select this entry, the system displays the long text that was entered for the order.
• Message: If you select this entry, the system displays the associated message or message long text for the order.
• Lock: If you select this entry, you can lock the demand manually. For more information, see Data Consistency and Locks.
If you call the context menu for an order operation in the order worklist, several of the functions that are provided when you call the context menu for an operation in the item worklist are also provided. These functions are described in the Item Worklist
document.