Quota Planning (Infotype 1019)

Definition

Infotype with which you can plan how many positions, defined based on a particular job, or how many full-time equivalents (FTE) you will need in the future for a particular organizational unit. You can only carry out this planning for organizational units.

Use

You can see all jobs that are being used in a particular organizational unit. You can plan how many positions, defined based on these jobs, or FTEs the organizational unit will need in the future.

In planning you can display how many positions already exist in the organizational unit. You can then add new jobs – with the planned numbers of positions or FTEs.

This infotype is relevant for simple maintenance and the new maintenance interface in Organizational Management, as well as for Manager’s Desktop.

Planning in Full-Time Equivalents (FTE)

A full-time equivalent (FTE) is the required capacity expressed in terms of full-time positions. This is calculated by considering the working time of the position as a fraction of the working time of the organizational unit the position is assigned to.

For example, a position has a weekly working time of 20 hours and is assigned to an organizational unit with a working time of 40 hours. You can calculate the value of an FTE by dividing the working time of the position (20) by the working time of the organizational unit (40). This gives an FTE value of 0.5.

Using the WORKT FTEQ switch in table T77S0, you can specify that you want to carry out quota planning in FTE instead of in positions. You can make entries with up to two decimal places.

In addition, you can use the WORKT FTEP switch to determine the value of an FTE with relation to the staffing percentage of the position, taking into account the capacity utilization level of the employee (person). This possibility is particularly useful for the calculation of existing required positions in FTE, where the actual hours worked by an employee (person) in the position are important.

Structure

When setting up quota planning, you should differentiate between the following steps:

  1. In table T778U, define the planning types (e.g. first planning, second planning and so on), in other words the subtypes (0001, 0002 and so on) of this infotype.
  2. In table T77POSBUD, define the planning type, the time interval (week, month, and so on) and the total planning period.
  3. Based on the settings you made in step 2, the system can carry out the actual planning of required positions within the application.

See also the relevant customizing activities in the Implementation Guide (IMG) under Personnel Management -> Organizational Management -> Infotype Settings -> Quota Planning or under Personnel Management -> Manager’s Desktop -> Quota Planning.