Resource Assignment Prioritization

Project and Service integration being an integral part of the resource assignments and planning, sometimes there is an overlap when creating assignments by both Project and Service related tasks, as for the same task assignments are created by both project and service. The Resource assignment prioritization is meant to prevent a project assignment in resource management if the task can also be executed by Service.

Using Project

In Project, reference activities from Service can be linked to project activities. Based on the resource requirements as part of the linked reference activity, budget lines are generated.

You can define the parameters as follows:

If the Project Assignments for Service Related Activities check box is selected in the Project Planning Parameters (tppss0100s000) session, project related assignments can be executed using Service and Project functionality. If this check box is cleared, project related assignments are executed by Service. Creating assignments using Project is blocked.

In Project, you can use the following options to prevent overlap between the project and service related tasks:

  • If the Service Related check box is selected in the Activity Budget (Labor) (tpptc2630m000) session, the budget lines are considered to be originating from Service reference activities.
  • If the Project Assignments for Service Related Activities check box is selected, project related assignments can be executed using Service and Project functionality. If this check box is cleared, project related assignments are executed by Service. Creating assignments using the Project functionality is blocked.
  • If the Transferred to Service check box is selected, the task is transferred to Service as a service order.

Using Service

In Service, for activities generated based on Project budget information, a link is present in the Service Order Activity session that indicates that the tasks are Project related.