Project-Systems-PS-Stu.pdf

8/13/2019 Project-Systems-PS-Stu.pdf

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Project Functionality of - SAP-PS (Project System)

The Project System module of SAP (PS) is specifically designed to provide comprehensive and fullyintegrated project management functionality for SAP customers. When it was originally designed anddeveloped its core functionality was borrowed from and shared with the PP and ! modules.

So most of the PS objects (W"S elements# networ$s# activities# activity elements) are cost objectssimilar to cost centers in CO# while networ$s have scheduling and resource management capabilitiesthat are very similar to PP. Whenever you need fle%ibility and fre&uent user interaction for resourceloaded scheduling activities# you still feel the remnants of an architecture and user interface that wasoriginally designed for the more static conte%t of PP.

Shortcomings include user'friendliness since SAP did not manage to satisfactorily put the end user incontrol to easily manipulate the data. n that respect# SAPs unsurpassed enterprise functionality oftenis perceived as an issue by end'users. Also# and somewhat ironically# PS and PP are not seamlesslyintegrated. This means that costs or dates do not roll up or cannot be pushed down between PS *PP.

What is SAP PS?

Projects are generally part of the internal processes of a company. To be able to control all tasksin project execution, you need an organizational form that is specific to the project and which isshared by all departments involved. Before you can carry out a project in its entirety, the projectgoals must be precisely described and the project activities to be carried out must be structured. clear, unambiguous project structure is the basis for successful project planning, monitoring,and control.

The high degree of integration between the Project !ystem "P!# and other $%& applicationcomponents means that you can plan, execute, and account for projects as part of your normalcommercial procedures. This means the Project !ystem has constant access to data in all thedepartments involved in the project.

The $%& P! guarantees close and constant monitoring of all aspects of your project includingboth technical and commercial aspects of the project.

Versions in Project Systems

Explain the type of version in SAP Project Systems. Basically, there are different kinds ofversions in PS. They are'

. Project versions( these are basically snapshots of a project at different stages of a project.Based on how the system is set up, a version could be created everytime the system status of a

project object is changed, for example. )r, you could manually create a project version intransaction *+!- or the like. ou could create a version with a key and then you couldcompare the different snapshots of a project against each other or against version / "operativeproject#.

!. Sim"lation versions( these are essentially 0play around with0 versions. 1eaning that youcould use them to try 0what if0 kind of scenario by changing dates, structure, milestones, etc...and compare results with the operative version. 2or example, you may want to determine what


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the impact is going to be of a certain change to the project before making the actual change to theoperative project. Then, you could create a simulation version, play around with it to make sureit does what you want it to do, then make the actual change to the operative change or you couldconvert the simulation version to the operative version also. 3 am not sure if they are hiddenissues in doing this, but to make the point here, the simulation version is a 0play ground0 for

0what if0 scenarii for the project. The main difference, 3 believe, between the project andsimulation versions is that project versions cannot be changed%modified once they are copied,while simulation versions can be. lso, you cannot copy a project version to an operativeversion, but you can copy a simulation version to an operative version.

#. Plannin$%&ontrollin$ versions( these are the versions used for storing different kinds ofplanning details for the project. 4ssentially, these versions are also 0operational0 and can bechanged as needed. 2or example, you may want to keep the operative version "version /# alwaysfor actual costs, while you will use planning version P- to store planned values from 4*P, thenversion P5 for 6nit *osting values, etc... 6nlike simulation versions however, you cannot copy aplanned version to the operational

project "3 don7t think#. ou can however, copy one plan version to the other.

'. Pro$ress Versions( These versions are used for carrying out 4arned 8alue nalysis andother measurements against project progress based on P)*, etc. Progress version is controllingarea specific and defines the control data for P)* and earned values. 3t is mandatory to maintainprogress version along with method of calculation. The system records progress analysis data inthe progress version. That is why you can get the result only if you maintain it in the progress tabof 9B!.

!P$) (: Project !ystem (: Progress(: Progress nalysis (: ;efine 1easurement 1ethod as;efault.

s P! "Project!ystem# module using the Project Builder. ou will learn how to'


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*reate a Project with 9ork Breakdown !tructures "9B!# ? +etwork ctivities *reate Project Plans with 4asy *ost Planning and Project Planning Board *reate $e=uisitions and Purchase )rders for 9B! $un !ettlements $un Project $eports

This !P P! training uses 4** @./ "newest !P release# and includes 5/A training slides,study guide for each lesson, @/A pages of additional !P documentation and email support.

The training is very clear and easy to understand. The fact that it can be done anytime is agreatC feature as 3 could do it at home with no interruptions. lso having the capability to backup and repeat a process is extremely helpful. 9ith no set time limits, when 3 was ready to bookan asset, 3 could review just that section and get pointers right on the spot.CPat D., 9hirlpool *orporation

-rainin$ &ontent

/esson *reate Project !tructure ? 9ork Breakdown !tructures/esson !*reate +etwork ctivity/esson #*reate Project Plan "*ost Planning ? Project Planning Board#/esson ' *reate $e=uisitions ? Purchase )rders for 9B!/esson 0 *omplete +etwork ctivity/esson 1!ettle +etwork ctivity to 9B!/esson 2 !ettlement to sset under *onstruction/esson 3$un Project $eports/esson 4*reate 2inal !ettlement $ules/esson 5Project *loseout and 2inal !ettlement

-ransaction &odes

*EFF are mainly Project ;efinition and 9B! related,*+FF are mainly +etwork and activity related and the)PFF are mainly P! *onfiguration % *ustomization related.

There are other codes which is not on the list, but this is a good platform to start and build upyour own list of P! transactions as per your re=uirements'

*E/- *reate 9ork Breakdown !tructure

*E/5 *hange 9ork Breakdown !tructure*E/& ;isplay 9ork Breakdown !tructure*E/@ *reate Project ;efinition*E/G *hange Project ;efinition*E/H ;isplay Project ;efinition*E-- *reate 9B! 4lement*E-5 *hange 9B! 4lement*E-& ;isplay 9B! 4lement
http://www.sapprojectsystem.com/sap-ps-transaction-codes/http://www.sapprojectsystem.com/sap-ps-transaction-codes/


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*E- ;isplay 9B! 4lement "2rom ;1!#*E5/ !tructure planning*E5/+ Project Builder*E5- *hange Basic ;ates*E55 ;isplay Basic ;ates

*E5& *hange 2orecast ;ates*E5 ;isplay 2orecast ;ates*E5I *hange ctual ;ates*E5@ ;isplay ctual ;ates*E5G Project planning board*E5J 6pdate 9B! "2orecast#*E5 ;isplay structure planning*E5B *hange project planning board*E5* ;isplay project planning board*E5; !tructure planning*E&/ *hange Project )riginal Budget

*E&- ;isplay Project )riginal Budget*E&5 *hange Project $elease*E&& ;isplay Project $elease*E& Project Budget Transfer*E&I Budget $eturn from Project*E&@ Budget !upplement to Project*E&G Budget !upplement in Project*E&H Budget $eturn in Project*E& *hange Budget ;ocument*E&B ;isplay Budget ;ocument*E/ *hange Project Plan*E- ;isplay Project Plan*E5 *hange Project $evenues*E& ;isplay Project $evenues*E ct. overhd' Projects, ind. process.*EI ct. ovhd' Projects, coll. process.*E@ Plnd ovrhd' Projects, ind. process.*EG Pld )verhead' Projects, *oll.Procssg*EH *hange Payment Planning' 3nit.!creen*EJ ;isplay Payment Planning' 3nit.!crn*EG/ 1aintain Project !ettlement K3s*EG5 Project' ct. amt. line item settlmt*EG Project ctual *ost Kine 3tems*EG@ Project *ommitment Kine 3tems*EG4 Plan ;ata Transfer' Projects*EGL Plan ;ata Transfer' Projects*EG1 Project Plan *ost Kine 3tems*EG+ 1aint. ;$L inv.projects for retmt.*EH/ vailability *ontrol ( )verview*EH- 6pdate $eport Kist


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*EHH !ettle Projects and +etworks*EH ct.(setlmt' Proj. retirmt. from 31*EHL ctual !ettlement' Projects%+etworks*EH8 Period *lose for Project !election*EJ- *reate !tandard 9B!

*EJ5 *hange !tandard 9B!*EJ& ;isplay !tandard 9B!*EJB *opy 9B! Plan to Plan "*ollective#*EJBM)K; *opy Project *ost Planning "old#*EJB! *opy 9B! Plan to Plan "3ndiv.#*EJ* *opy 9B! ctual to Plan "*ollective#*EJ*M)K; *opy Project $evenue Planning "old#*EJ*! *opy 9B! ctual to Plan "3ndiv.#*EJ; *opy Plan 8ersions*EJ4 Plan !ettlement' Projects*EJ4*P Project !ystem' 4asy *ost Planning

*EJ2 *opy Project *osting "*ollective#*EJ2! *opy Project *osting "3ndiv.#*EJL Plan !ettlement' Projects*EJN +etwork *osting*EJK 2orecast *osts' 3ndividual Projects*EJ1 2orecast *osts' *oll.Project Proc.*EJO 3ntegrated Planning for +twks"*oll.#*EJO! 3ntegrated Planning for +twks "3nd.#*E- Proj.$el.)rder $eceipts' *oll.Proc.*E5 Proj.$el. )rder $eceipts' 3nd.Proc.*EK !end project*EB- Lenerate !ettmt $ule' *oll.Proc.*EB5 Lenerate !ettmt $ule' 3ndiv.Proc.*EBB!- Planning Board $eport ssignment*EBB!5 !tructure )verview $eport sst*EB+ $econstruct vailability *ontrol*EB8 ctivate Project vailabilty *ontrol*EB9 ;eactivate Project vailabilty *ntrl*E*- 1aintenance ;ialog for !tat.by Per.*E*5 1aintain Planned !tatus *hanges*E*; *hange documents' 9B!*E*2 *arry 2orward Project *ommitments*E*) *arry 2orward Project Budget*E*! !tandard 9B!*E4/ $un


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*E4@ ;isplay Project $eport Kayout*E4 *all


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+etwork and activity related transaction codes'

*+/- *reate !tandard +etwork*+/5 *hange !tandard +etwork*+/& ;isplay !tandard +etwork

*+/ 4dit P! Text *atalog*+/I ;isplay P! Text *atalog*+/@ 1P ;ownload' !tandard +etwork*+/G 1P 6pload' !tandard +etwork*+/H llocate material (: stand. network*+/J llocate material (: stand. network*+-- *reate standard milestone*+-5 *hange standard milestone*+-& ;isplay standard milestone*+-J ;isplay ctivity "2rom ;1!#*+5/ ;sply network%act.bsc data init.scrn

*+5- *reate +etwork*+55 *hange +etwork*+5& ;isplay +etwork*+5 )verall +etwork !cheduling*+5+ )verall +etwork !cheduling*+5I *onfirm *ompletions in +etwork*+5@ ;isplay 1at.*omp%3nit' +twk,cty,3tm*+5@+ ;isplay 1at. *omponents "2rom ;1!#*+5G *ollective confirm.*+5H ;isplay +etwork *onfirmations*+5J *ancel +etwork *onfirmation

*+5 *onfirm *ompletions in +etwork*+&/ Processing P;* error records*+&& P;1(P! interface*+& 1aintain release table T*+$K*+&I *ontrol stock % account assignment*+&@ B)1 Transfer Profile*+&G B)1 llocation 2ield !election*+&H 1aintain 2lexible $eference Point*+/ Project )verview*+- !tructure )verview*+5 )verview' Project ;efinitions*+5+ )verview' Project ;efinitions*+& )verview' 9B! 4lements*+&+ )verview' 9B! 4lements*+ )verview' Planned )rders*++ )verview' Planned )rders*+I )verview' )rders*+I+ )verview' )rders*+@ )verview' +etworks


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*+@+ )verview' +etworks*+G )verview' ctivities%4lements*+G+ )verview' ctivities%4lements*+H )verview' *onfirmations*+H+ )verview' *onfirmations

*+J )verview' $elationships*+J+ )verview' $elationships*+I/ )verview' *apacity $e=uirements*+I/+ )verview' *apacity $e=uirements*+I- )verview' P$Ts*+I-+ )verview' P$Ts*+I5 )verview' *omponents*+I5+ )verview' *omponents*+I& )verview' 1ilestones*+I&+ )verview' 1ilestones*+I+ )verview' !ales ;ocument

*+II+ )verview' !ales and ;ist. ;oc. 3tems*+@/ *hange ;ocuments for Projects%+etw.*+@- !tandard network*+@I *hange documents order %network*+G/ )verview' Batch variants*+G- *reate versions*+G5 *reate Project 8ersion*+H/ rchiving project structures*+H- P!' rchiving project ( preliminary*+H5 P!' rchiving project structures*+H& P!' rchiving project ( 3nfo !ystem*+H P!' rchiving project ( admin.*+HI P!' ;elete operative structures*+JH ;elete !tandard +etworks*+JJ rchiving !tandard +etworks*+B- Purchase re=uisitions for project*+B5 Purchase orders for project*+* *onsistency checks for 9B!*+*I *onsistency checks sales order%proj.*+4- Project Progress "3ndividual Proc.#*+45 Project Progress "*ollective Proc.#*+4I Progress nalysis*+L- +etw.%


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*+LJ Lraph. *ust. +etw.%


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)P// 1aintain )peration *ontrol Ney)P/- *ustomizing $outing%9ork *enter)P/& 2actory *alendar *)P/ 9ord Processing)P/G !tandard Text

)P/H !tandard Text)P/J 1aintain lternative ctivity ;esc.)P-/ 1aintain Person $esponsible)P-- 1aintain Period Pattern Ney)P-5 1aintain Kocation)P-& 1aintain !creen !e=uence)P- 1aintain Type of !td. 8alue ;etermin)P-I Production 6ser Profile)P-@ 1aintain Period Pattern)P-G 2ormula Parameters)P-H 1aintain !etup Lroup%!etup Lroup *at

)P-J !tandard 8alue Ney)P5/ 1aintain !etup Type Ney)P5- ;efine 2ormula)P55 1aintain 9age Lroups)P5& 1aintain Kocation)P5 1aintain period dependent oper. val.)P5@ 1aintain suitability)P5H 1aintain Perf. 4fficiency $ate Ney)P&/ 1aintain 1ove Time 1atrix)P&- 1aintain Time !egment "Per. Pattern#)P&5 1aintain *apacity *ategory)P& 1aintain 9ork *enter Planner Lroup)P&I 1aintain Perf. 4fficiency $ate Ney)P&@ 1aintain *apacity ;efault 8alues)P&G 1aintain vailable *apacity 8ersion)P&H 1aintain !etup Type Ney)P&J 1aintain Lraphics Profile)P/ 1aintain 9ork *enter *ategory)P- 1atchcode for work center)P5 ;efault work center)P& 1aintain !etup Lroup *ategories)P 1aintain Task Kist 6sage)PI 1aintain 6sage)P@ 1aintain Task Kist !tatus)PG 1aintain P$T 6sage)PH 1aintain Planner Lroup)PJ 1atchcode for $outings%$ef. )p. !ets)P 1aintain !hift !e=uences)PB )verview variant' $outing)P* )verview variant' $ef. oper. set


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)P; )verview variant' $ate routing)P4 )verview variant' $ef. rate routing)P2 )verview var.'!cheduling of routings)PL )verview var.'!cheduling ref.op.set)P< )verview var.'!cheduling of rate rtg

)P3 )verview var.'!cheduling $ef$ate$tgs)PI/ ssign 1aterial Types)PI- 2ormula Parameters)PI5 2ormula Parameters)PI& 2ormula Parameters)PI ;efine 2ormula)PII ;efine 2ormula)PI@ ;efine 2ormula)PIG ;efine 2ormula)PIH 1aintain ;efault 8alue Profiles)PIJ 2ormula Parameters

)PI 2ield !election' Task Kist )verview)PIB 2ield !election' Task Kist


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)PHG 1aintain $outing%$ef.)p.!et 6sage)PHH 1aintain ssignmt. of Task Kist Type)PH 1aintain operation value description)PHB 1aintain standard value texts)PH* $ecord layout for background "PK#

)PH; ;ata transfer PK)PH4 *ommand file task lists $el. 5.5)PH2 1aintain production scheduler)PH< Profiles' ;efault 8alues for $tgs.)PJ- 1aintain )bject )verview 8ersion)PJI ssign 9ork *enter *at. to pplicatn)PJ@ 1aintain 9ork *enter *ategory)PJG 1aintain Performance 4fficiency $ate)PJH 1aintain 8alidity of Perf.4ffic.$ate)P/ !tatus selection profiles)P- 1aintain combination definitions

)P5 ;efine selection profile)P& ;efine option profile)P ;efine list profile)PI ;efine graphics profile)P@ ;efine overall profile)PG ;efine columns)PJ 1aintain selection profiles)PB- ;efine list versions)PB5 ;efine distribution function)PB& !pecify distribution functions)PB !pecify distribution strategies)PBI !pecify distribution key)P*/ xis representation selection)P*- 1aintain axis representation)P*5 *urve representation selection)P*& 1aintain curve representation)P*I 1ax. no. of data records)P*; *apacity category)P*4 *apacity planner)P*2 Time units)P*L 1aintain )peration *ontrol Ney)P*< 1aintain production scheduler)P*3 !etup group key%category)P*K !cheduling type)P*1 !tandard value key)P*+ 1aintain move time matrix)P*O 4fficiency rate)P*$ 2ormula parameters)P*! ;efine formula)P*T !trategies


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)P*6 !trategy levels)P*9 Planned order parameters)P* 2ormula parameters)P* ;efine formula)P;/ $esource planning overall profile

)P;- $esource planning selection profile)P;5 *apacity leveling ( time profile)P;& $esource planning evaluation profile)P; $esource planning period profile)P;I 2low control definition)P;@ 2low control control table)P;G 2low control statuses)P;H 2low *ontrol ctions)P;J 2low *ontrol 1essages)P; Transition matrix "setup matrix#)P;B *apacity Keveling !trategy Profile

)P;; 2actory calendar)P;4 $esource planning control profile)P;2 ;efine re=uirements grouping)P;< *apacity leveling ( list profile)P;E ;efine layout)P;N ;efine standard overview)P;K *ap. plan. detailed cap.list maint.)P;1 ;efine detail list "leveling#)P;O Profile for planning table "tab.#)P;$ ;efine layout key)P;T ;efine detail list)P;6 1aintain perf. efficiency rate key)P;8 *om(file "$el(3nfo%)KPN# N)P. !etQs)P;9 *om(file "$el(3nfo%)KPN# N)P. !etQs)P4/ 1aintain !ort !tring)P4- 1aintain 8alue Type)P45 1aintain 1achine Type)P4& 1aintain Planner Lroup)P4 1aintain *ontrol Parameters)P4I 1aintain rounding categories)P4@ 1aintain $ounding *ategory)P4G 1aintain overhead key)P4H 1aint. $oundg. and dd.8al.Ney ";ef#)P4J 1aintain 6ser Profile)P4 6ser selection)P4B utomatic selection)P4* PP user fields)P4+P! ;ownload ctivities to Palm Pilot)P2/ 1aintain 6ser)P2- uthorizations for *PP


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)P2 2ield selection' 9ork center)P2P *onfiguring the 2ixed Price 8ersion)P2$/- $P6*)$2/PB! ' 31L Kink)PL/ Profile for planning table)PL- *hart se=uence ( selection

)PL5 Kine representation)PL& !cale time axis)PL Time scale profile)PLI Lraphic obj.type sel.%repr.profile)PL@ Transition matrix setup fam.key)PLG Kine display selection)PLJ Lraphical object type%obj.represent.)PL; $ef. )per. !et(ll Task Kists "PP#)PL4 $ef. )per. !et ( $ate $outings "PP#)PL2 9ork *enter ( ll Task Kists "PP#)PLL 9ork *enter ( $ate $outings "PP#

)PL< ;ocument P$T ( ll Task Kists)PL3 4=uipment P$T ( ll Task Kists)PLE 1aterial P$T ( ll Task Kists)PLN 1isc. P$T ( ll Task Kists)PLK $esource ( 1aster $ecipes "P3#)PL1 Process 3nstr. *at. ( 1aster $ecipe)PL+ ;ocument P$T ( 1aintenance Task Kist)PL) 4=uipment P$T(1aintenance Task Kists)PLP 1aterial P$T ( 1aintenance Task Kist)PLO 1isc. P$T ( 1aintenance Task Kists)PL$ 9ork *enter ( !tandard +etwork "P!#)PL! ;ocument P$T ( !tandard +etwork "P!#)PLT 4=uipment P$T ( !tandard +etwork"P!#)PL6 1aterial P$T ( !tandard +etwork "P!#)PL8 1isc. P$T ( !tandard +etwork "P!#)P


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)P3B 1aintain 3nterest Profile)P3* 3ntrst $elevance' *ost 4ls%*mmt 3tms)P3; Proj.3nt *alc' ccount ;etermination)P34 3nterest 3ndicator)P32 8iew 1aintenance'*ompound 3nt.*ont.

)P3L 8iew 1aint.' *ompound 3nt. Periods)P3< 3nterest !cale, Leneral *onditions)P3+ +umber range maintnce' 8


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)PN *onfirmation Parameters)PNI 1aintain variances)PN@ Kist Kayout)PNG ccessing *ustomizing P;* transfer)PNH 1aintain print control prod. orders

)PNJ 1aintain Loods $eceipt 8aluation)PN 1aintain 1ovement Types)PNB *ontrol parallel confirmation)PN* *ontrol confirmation process chain)PN; *ontrol confirmation process chain)PN4 !creen !e=uence for *omponents)PN2 *ontrol parallel confirmation)PNL 1aintain 1essages)PN< 1aintain Breakpoints)PN3 1aintain *ollective *onfirmation)PNE 1aintain P$T *ontrol Ney

)PNN !tandard Text)PNK 2ormula Parameters)PN1 ;efine 2ormula)PN+ )verview variant production control)PN) *ommand 2ile for Production )rders)PNP !hop floor control profile)PNO *ustomizing' 1atchcode for Proc.)rd.)PN$ Print flag)PN! 1aintain )rigins for *) )bject)PNT 3nitial !creen' !ettlement !tructure)PN6 1aintain *ollective *onfirmation)PN8 Print 2lag)PN9 Print shop papers)PN ;eletion 2lag%3ndicator)PND *ustomizing 1atchcode for Prod)rder)PK- *osting 8ariants' PP Prod. )rder)PK5 1aintain trigger point group)PK& Trigger point usage)PK Profile for missing parts list)PKI )rder type K3! parameters)PK@ Profile for documented goods mvmts)PKG )rder change management profile)PKH )rder type parameters' )verview)PKJ Parameters for order change mgmt)PK *onditions' 8MT@H52 for < *))PKB *ondTab' *reate "batch, prod.#)PK* *ondTab' *hange "batchs, prod.#)PK; *ondTab' ;isplay "batches, prod.#)PK4 !trategy types' Batch determ. "prod#)PK2 ccess' 1aintain batch determ."prod#


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)PKL Batch determ.' Procedure for prod.)PK< )verview variant ( production orders)PK3 Background job for goods movements)PKE Eob 2ast entry confirmationC)PKN )verall profile for order prog. rep.

)PKK )rder progress' ;isplayed fields)PK1 )rder progress' ;isplayed fields)PK) maintain selection profile)PKP Eob *onvert planned orderC)PKO maintain filter for control keys)PK$ 1aintain filter for capacity version)PK! Parallel processing control)PKT Target !ystem for ;ata Transfer)PK8 1aintain 2ilter for Task Kist 6sage)PK9 1aintain 2ilter for Task Kist !tatus)PK 1aintain 2ilter for B)1 6sage

)PK 1aintain 2ilter for B)1 !tatus)PKD 1aintain P)3 Planned )rder !election)P1/ 1aintain profile ( field selection)P1- *osting 8ariants ( Production )rder)P15 1aintain ;etail !creen *ontrol )per.)P1& 1aintain ;etail !crn *ontrol


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)P); 8iew 1aintenance 8MT&JJM+-)P)4 8iew 1aintenance TMT&JJM+5)PP- *ustomizing 1$P)PP5 1P!)PP& *ustomizing $epetitive 1anufacturing

)PPI Kist Profile *omponent Kist)PP PP%1$P *ustomizing 4xplosion)PPB ;irect Procurement)PP* Period Lrouping)PP; *ustomizing Planning Time 2ence)PP4 *onversion Plnnd )rder (: Prod.)rder)PP4/- Leneral iPP4 *ustomizing)PP4/5 ;efine iPP4 +ode Type)PP4/& ;efine iPP4 8ariant Types)PP4/ ;efine iPP4 lternative Types)PP4/I ;efine iPP4 $elationship Types

)PP4/@ *ustomer(!pec. 1odel ssgts "iPP4#)PP4/G Time nalysis' Partner Products iPP4)PP4-- Profiles' iPP4 9B Professional)PP4-5 Tabs' iPP4 9orkbench Professional)PP4-& 6ser ssgmt' iPP4 9B Professional)PP4- ;efine $eports for iPP4 9B Prof.)PP4-I ;efine 3nterface for iPP4 9orkbench)PP45/ Profile 1aintenance iPP4 P!)PP4*T/- ;efine !td 8al. ;etermin. Type)PP4*T/5 )bject ;ependency in Process !truct.)PP4*


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)PPT !trategy Lroup)PP6 !trategy Lroup for 1$P Lroup)PPD 1$P Lroup)P$- rea of $esponsibility R(: 1essage)P$& ;efinition of Breakpoints

)P$M*T 1ultilevel ctual !ettlement)P$M*N 1aterial *ost 4stimate)P$M*N1* 1ass *osting ( !ales ;ocuments)P$M*N1K *losing and *alc. of Periodic Price)P$M*NP2 Price 6pdate)P$M2*) *ollective Processing' 8ariances)P$MNN 93P *alculation)P$MNNP $epetitive 1fg and Process 1fg)P$MNN! *ollective Processing' 8ariances)P$MNN!- 3ndividual Processing' 8ariances)P$MPP*) Production )rder' *ost *alculation

)P$I ;efinition of 4rror 1gmt 3;s "!P#)P$@ ;efinition of )bject 3;s "!P#)P$G ;ef. of reas of $esponsibility)P$H ;ef. of 1inimum 1essage Types "!P#)P$J ;ef. of $eference )bjects "!P#)P$*124 6ser(;efined 1essages)P$2 1aintain Ouotation Prefixes)P! *ustomizing for Project !ystem)P!/ 1aintain print control for networks)P!- 1aintain 6ser 2ields)P!5 1aintain $elationship Texts)P!& 1aintain P! Text Types)P! maintain simulation profile)P!I 1aintain !tandard +etwork Profile)P!@ 1aintain Project 1anager)P!G 1aintain pplicant)P!H 1aterialflow network)P!J Budget 1anagement Profile)P! 1aintain Project Profile)P!B *ost Planning Profile)P!* *reate network types)P!*! *ommand 2ile Payments "P!#)P!*)! *ommand 2ile *osts "P!#)P!; 1aintain Profile for $eport Kines)P!4 1aintain $eport Lroups)P!2 1aintain $eport 8ariations)P!L )rder change management profile)P!< 1aintain ctrl. key for activity "P!#)P!3 4dit P! validation rules)P!3+! *ommand 2ile 3nfo !ystem "P!(2#


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)P!E 1aintain Project *oding)P!N 1aintain !pecial *haracters)P!K Project 3nfo !ystem )verview 1aint.)P!1 1aintain )verall Profile P! 3nfo!ys)P!+ 4dit P! substitution rules

)P!) 1aintain Project Types)P!P *apacity availability check)P!P$- 1aintain Partner 2unctions)P!P$5 ;efine Kang.(;ep.Partner 2unctions)P!P$& 9B! Partner Profile)P!O 3ntervals for *ost%$evenue Types)P!$ 1aintain milestones)P!$48 *ommand 2ile $evenues "P!#)P!! 1aintain milestones)P!T +etwork *onfirmation Parameters)P!6 1aintain ctivity *ontrol Ney

)P!8 *ost object ind.)P!9 3nfo !ystem Profile)P! P!' $eset BudgetedC !tatus)PT- 1aintain P! Transaction Types)PT5 1atchcode for project definition)PT& 1atchcode for 9B! elements)PT 1atchcode for standard network)PTI *ustomizing matchcode for network)PT@ 1aintain std. milestone group)PTG Project planning board profile)PTH 1aintain hierarchy graphic % dates)PTJ +etwork parameters for P!(!;)PT *ommand file for P! (: 23 area)PTB *ommand file for 9B!)PT* *ommand file for network)PT; *ommand file for standard network)PT4 *ommand file for P! info system)PT2 *ommand file for P! graphic)PTL 1aintain P! 3nfo !ummztn *riteria)PT< P! info system maintenance)PT3 1aintain Progrss nalysis )verview)PTE 1aintain P! 3nfo 6nit *onversion)PTN 4xclude *ost 4lems from vlbty *ntrl)PTK 1aintain P! 3nfo *omparison *riteria)PT1 2incl Budgeting Profile for Projects)PT+ 1aintain priorities)PT) *hange costing variants)PTP !ub(network parameters)PTO 1aintain 9B! scheduling parameters)PT$ !trategies for settlement rules


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)PT! 1aintain project version profile)PTT 1aint. acct.assgnm.types for orders)PT6 1aint. P! 3nfo !ystem field settings)PT8 1aint. P! 3nfo !ystem sort criteria)PT9 1aint.P! 3nfo !ystem group. criteria

)PT 1aint. P! 3nfo !ystem database set.)PT *apacity leveling ( Time profile%P!)PTD 1atchcode for standard 9B! elements)P6/ 1atchcode for standard project def.)P6& Production order control parameters)P6 1aintain *apacity Planning "!)P#)P6I Parameter long term planning Plnd)rd)P6@ Production order control parameters)P6G *ontrol parameters plant maintenance)P6H )verview 8ar.'


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What are those standard project system tcodes?

8o -ransaction &ode 9escription-. *E5/n *reation of Project5. *E5/n *reation of 9B! 4lements

&. *E5/n *reation of ctivities. *E5/n ssigning relationships to activitiesI. *E5/n ssigning of milestones to activities%9B! 4lements@. *E5/n ssigning of materials of activitiesG. *E/ Planning of costs to projectH. 31**P& *opy Planned cost to budgetJ. *EB8 vailability *ontrol of budget-/. *E&/ ssigning Budget to Project--. *E5/n $elease of Project%9B! 4lements%activities-5. *+5I *onfirmation of activities-&. *E5/n 1aintain actual dates to milestones of 9B! 4lements%activities

-. *E&G !upplement in project-I. *E&H $eturn in project-@. NB5-n ;irect ctivity llocation-G. *+K- *reate ;elivery 3nformation-H. *+K5 *hange ;elivery 3nformation-J. *+!/ ;elivery from project5/. *+K& ;isplay ;elivery 3nformation5-. *E5c%*E5/+ ;isplay Project55. *E- ;isplay cost planning5&. *E&- ;isplay Budget5. *+5H ;isplay *onfirmations

5I. *E&B ;isplay ;ocument "B6;L4T#5@. *+5J *ancel%$everse of *onfirmations5G. *+- !tructure )verview5H. *+5+ )verview of Project ;efinition5J. *+&+ )verview of 9B! 4lements&/. *+@+ )verview of +etworks&-. *+G+ )verview of ctivities&5. *+II+ )verview of !ales ;ocument items&&. *+I&+ )verview of 1ilestones&. *+I5+ *omponents )verview&I. *+5 4nhanced )verview of Project definition&@. *+& 4nhanced )verview of 9B! 4lements&G. *+ 4nhanced )verview of Planned )rders&H. *+I 4nhanced )verview of )rders&J. *+@ 4nhanced )verview of +etworks/. *+G 4nhanced )verview of ctivities-. *+H 4nhanced )verview of *onfirmations5. *+I5 4nhanced )verview of *omponents&. *+I& 4nhanced )verview of 1ilestones


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. *+!I 4nhanced )verview of !ales and ;istribution ;ocumentsI. *+!II 4nhanced )verview of !ales ;ocument items@. 14IE Purchase re=uisitions for ProjectG. 145E Purchase )rders for ProjectH. *+11 Project )riented Procurement

J. *+@/ ;isplay change documentsI/. !MK$MHG/-&I5 ctual%*ommitment%Total%Plan in *ontrol rea *urrencyI-. !MK$MHG/-&IIG Budget%ctual%8arianceI5. !MK$MHG/-&I@/ Budget 6pdatesI&. !MK$MHG/-&I&5 Plan%ctual%8arianceI. !MK$MHG/-&I&& Plan%ctual%*ommitment%$em.Plan%ssignedII. !MK$MHG/-&I& Plan-%Plan5%ct%*ommitment

SAP Project System SP:; -codes /ist

*E5/+ is basic Tcode most of the functions can be accessed with this.

6sually it involves'( *reate proj definition (( cj5/n( *reate wbs elements "more than one wbs can be defined for a project# (( cj5/n( *reate network (( cj5/n( ;efine activity for network (( cj5/n( ssign component to the activity( Post a goods issue for the component (( 13L) mvt type 5H-

-)&odes /ist


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)P55 1aintain 9age Lroups)P5& 1aintain Kocation)P5 1aintain period dependent oper. val.)P5@ 1aintain suitability)P5H 1aintain Perf. 4fficiency $ate Ney

)P&/ 1aintain 1ove Time 1atrix)P&- 1aintain Time !egment "Per. Pattern#)P&5 1aintain *apacity *ategory)P& 1aintain 9ork *enter Planner Lroup)P&I 1aintain Perf. 4fficiency $ate Ney)P&@ 1aintain *apacity ;efault 8alues)P&G 1aintain vailable *apacity 8ersion)P&H 1aintain !etup Type Ney)P&J 1aintain Lraphics Profile)P/ 1aintain 9ork *enter *ategory)P- 1atchcode for work center

)P5 ;efault work center)P& 1aintain !etup Lroup *ategories)P 1aintain Task Kist 6sage)PI 1aintain 6sage)P@ 1aintain Task Kist !tatus)PG 1aintain P$T 6sage)PH 1aintain Planner Lroup)PJ 1atchcode for $outings%$ef. )p. !ets)P 1aintain !hift !e=uences)PB )verview variant' $outing)P* )verview variant' $ef. oper. set)P; )verview variant' $ate routing)P4 )verview variant' $ef. rate routing)P2 )verview var.'!cheduling of routings)PL )verview var.'!cheduling ref.op.set)P< )verview var.'!cheduling of rate rtg)P3 )verview var.'!cheduling $ef$ate$tgs)PI/ ssign 1aterial Types)PI- 2ormula Parameters)PI5 2ormula Parameters)PI& 2ormula Parameters)PI ;efine 2ormula)PII ;efine 2ormula)PI@ ;efine 2ormula)PIG ;efine 2ormula)PIH 1aintain ;efault 8alue Profiles)PIJ 2ormula Parameters)PI 2ield !election' Task Kist )verview)PIB 2ield !election' Task Kist


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)PI; 2ield !election' Task Kist ;etails)PI4 2ield selection task list overview)PI2 2ield selection std network (: P$T)PI< 2ield sel. insp.plan characteristics)P@- +umber range maintenance' $)6T3+LM&

)P@5 +umber ranges for routings)P@& +umber $anges for $ef.)peration !ets)P@ 1aintain !etup Lroup Ney)P@I 2ormula Parameters)P@@ 1aintain Kocation Lroup)P@G 1aintain )peration *ontrol Ney)P@H 1aintain 1ove Time 1atrix)P@J 1aintain wage type)PG/ 1aintain P$T *ontrol Ney)PG- 1aintain 9age Lroup)PG5 P$T *ontrol Ney

)PG& P$T uthorization Lroup)PG 1aintain P$T Lroup Ney)PG@ ;efine suitability)PGG 4ngineering 9orkbench for Task Kists)PGH 1aintain Type of !td. 8alue ;etermin)PG *ustomizing matchcode for P$Ts)PGB ;efine Parameters)PH/ 1aintain P$T !tatus)PH5 ;efine 2ormula)PH Profiles' ;efault 8alues for $tgs.)PHI Profiles' ;efault 8alues for O1)PHG 1aintain $outing%$ef.)p.!et 6sage)PHH 1aintain ssignmt. of Task Kist Type)PH 1aintain operation value description)PHB 1aintain standard value texts)PH* $ecord layout for background "PK#)PH; ;ata transfer PK)PH4 *ommand file task lists $el. 5.5)PH2 1aintain production scheduler)PH< Profiles' ;efault 8alues for $tgs.)PJ- 1aintain )bject )verview 8ersion)PJI ssign 9ork *enter *at. to pplicatn)PJ@ 1aintain 9ork *enter *ategory)PJG 1aintain Performance 4fficiency $ate)PJH 1aintain 8alidity of Perf.4ffic.$ate

SAP Project System SPRO Tcodes List 2


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o+ to delete PS master data and transaction data?

This is a complex one. !P usually does not allow you to delete anything. ou will have toarchive and then delete the objects. 3f there are 0bad0 projects without any transactional activity,you can mark the projects with status ;K2K. To archive, use transaction code !$.

ou will have to get your entire functional team ( 11, !;, 23, *), P! ( and decide on amodule(by(module and transaction(by(transaction basis on the best approach to purge this data.ou will also have to think about auditing and retrieval if this is production data.

!olution is rchiving. 3t7s a seperate process better consult you basis consultants for this.

rchiving object you should be looking at is P!MP$)E4*T "T *ode !$#

-)&odes /ist


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)P*! ;efine formula)P*T !trategies)P*6 !trategy levels)P*9 Planned order parameters)P* 2ormula parameters

)P* ;efine formula)P;/ $esource planning overall profile)P;- $esource planning selection profile)P;5 *apacity leveling ( time profile)P;& $esource planning evaluation profile)P; $esource planning period profile)P;I 2low control definition)P;@ 2low control control table)P;G 2low control statuses)P;H 2low *ontrol ctions)P;J 2low *ontrol 1essages

)P; Transition matrix "setup matrix#)P;B *apacity Keveling !trategy Profile)P;; 2actory calendar)P;4 $esource planning control profile)P;2 ;efine re=uirements grouping)P;< *apacity leveling ( list profile)P;E ;efine layout)P;N ;efine standard overview)P;K *ap. plan. detailed cap.list maint.)P;1 ;efine detail list "leveling#)P;O Profile for planning table "tab.#)P;$ ;efine layout key)P;T ;efine detail list)P;6 1aintain perf. efficiency rate key)P;8 *om(file "$el(3nfo%)KPN# N)P. !etQs)P;9 *om(file "$el(3nfo%)KPN# N)P. !etQs)P4/ 1aintain !ort !tring)P4- 1aintain 8alue Type)P45 1aintain 1achine Type)P4& 1aintain Planner Lroup)P4 1aintain *ontrol Parameters)P4I 1aintain rounding categories)P4@ 1aintain $ounding *ategory)P4G 1aintain overhead key)P4H 1aint. $oundg. and dd.8al.Ney ";ef#)P4J 1aintain 6ser Profile)P4 6ser selection)P4B utomatic selection)P4* PP user fields)P4+P! ;ownload ctivities to Palm Pilot


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)P2/ 1aintain 6ser)P2- uthorizations for *PP)P2 2ield selection' 9ork center)P2P *onfiguring the 2ixed Price 8ersion)P2$/- $P6*)$2/PB! ' 31L Kink

)PL/ Profile for planning table)PL- *hart se=uence ( selection)PL5 Kine representation)PL& !cale time axis)PL Time scale profile)PLI Lraphic obj.type sel.%repr.profile)PL@ Transition matrix setup fam.key)PLG Kine display selection)PLJ Lraphical object type%obj.represent.)PL; $ef. )per. !et(ll Task Kists "PP#)PL4 $ef. )per. !et ( $ate $outings "PP#

)PL2 9ork *enter ( ll Task Kists "PP#)PLL 9ork *enter ( $ate $outings "PP#)PL< ;ocument P$T ( ll Task Kists)PL3 4=uipment P$T ( ll Task Kists)PLE 1aterial P$T ( ll Task Kists)PLN 1isc. P$T ( ll Task Kists)PLK $esource ( 1aster $ecipes "P3#)PL1 Process 3nstr. *at. ( 1aster $ecipe)PL+ ;ocument P$T ( 1aintenance Task Kist)PL) 4=uipment P$T(1aintenance Task Kists)PLP 1aterial P$T ( 1aintenance Task Kist)PLO 1isc. P$T ( 1aintenance Task Kists)PL$ 9ork *enter ( !tandard +etwork "P!#)PL! ;ocument P$T ( !tandard +etwork "P!#)PLT 4=uipment P$T ( !tandard +etwork"P!#)PL6 1aterial P$T ( !tandard +etwork "P!#)PL8 1isc. P$T ( !tandard +etwork "P!#)P


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)P3H ;isplay 8alue *ategory)P3 3nterest Profile for Projects)P3B 1aintain 3nterest Profile)P3* 3ntrst $elevance' *ost 4ls%*mmt 3tms)P3; Proj.3nt *alc' ccount ;etermination

)P34 3nterest 3ndicator)P32 8iew 1aintenance'*ompound 3nt.*ont.)P3L 8iew 1aint.' *ompound 3nt. Periods)P3< 3nterest !cale, Leneral *onditions)P3+ +umber range maintnce' 8


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)PK4 !trategy types' Batch determ. "prod#)PK2 ccess' 1aintain batch determ."prod#)PKL Batch determ.' Procedure for prod.)PK< )verview variant ( production orders)PK3 Background job for goods movements

)PKE Eob 02ast entry confirmation0)PKN )verall profile for order prog. rep.)PKK )rder progress' ;isplayed fields)PK1 )rder progress' ;isplayed fields)PK) maintain selection profile)PKP Eob 0*onvert planned order0)PKO maintain filter for control keys)PK$ 1aintain filter for capacity version)PK! Parallel processing control)PKT Target !ystem for ;ata Transfer)PK8 1aintain 2ilter for Task Kist 6sage

)PK9 1aintain 2ilter for Task Kist !tatus)PK 1aintain 2ilter for B)1 6sage)PK 1aintain 2ilter for B)1 !tatus)PKD 1aintain P)3 Planned )rder !election)P1/ 1aintain profile ( field selection)P1- *osting 8ariants ( Production )rder)P15 1aintain ;etail !creen *ontrol )per.)P1& 1aintain ;etail !crn *ontrol ation Part #


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)P+/ 1aster $ecipe Profile)P+- 1aintain Profiles for 1aster $ecipes)P+5 8aluation 8ariants ( Prod. )rder)P+& )verv.8ar.' 1aster $ecipe !cheduling)P+I 2ield !eln' !td +etwork )verview

)P+@ 2ield !election !tandard +etwork


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)PP4*T/5 )bject ;ependency in Process !truct.)PP4*


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)P!- 1aintain 6ser 2ields)P!5 1aintain $elationship Texts)P!& 1aintain P! Text Types)P! 1aintain simulation profile)P!I 1aintain !tandard +etwork Profile

)P!@ 1aintain Project 1anager)P!G 1aintain pplicant)P!H 1aterialflow network)P!J Budget 1anagement Profile)P! 1aintain Project Profile)P!B *ost Planning Profile)P!* *reate network types)P!*! *ommand 2ile Payments "P!#)P!*)! *ommand 2ile *osts "P!#)P!; 1aintain Profile for $eport Kines)P!4 1aintain $eport Lroups

)P!2 1aintain $eport 8ariations)P!L )rder change management profile)P!< 1aintain ctrl. key for activity "P!#)P!3 4dit P! validation rules)P!3+! *ommand 2ile 3nfo !ystem "P!(2#)P!E 1aintain Project *oding)P!N 1aintain !pecial *haracters)P!K Project 3nfo !ystem )verview 1aint.)P!1 1aintain )verall Profile P! 3nfo!ys)P!+ 4dit P! substitution rules)P!) 1aintain Project Types)P!P *apacity availability check)P!P$- 1aintain Partner 2unctions)P!P$5 ;efine Kang.(;ep.Partner 2unctions)P!P$& 9B! Partner Profile)P!O 3ntervals for *ost%$evenue Types)P!$ 1aintain milestones)P!$48 *ommand 2ile $evenues "P!#)P!! 1aintain milestones)P!T +etwork *onfirmation Parameters)P!6 1aintain ctivity *ontrol Ney)P!8 *ost object ind.)P!9 3nfo !ystem Profile)P! P!' $eset 0Budgeted0 !tatus)PT- 1aintain P! Transaction Types)PT5 1atchcode for project definition)PT& 1atchcode for 9B! elements)PT 1atchcode for standard network)PTI *ustomizing matchcode for network)PT@ 1aintain std. milestone group


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)PTG Project planning board profile)PTH 1aintain hierarchy graphic % dates)PTJ +etwork parameters for P!(!;)PT *ommand file for P! (: 23 area)PTB *ommand file for 9B!

)PT* *ommand file for network)PT; *ommand file for standard network)PT4 *ommand file for P! info system)PT2 *ommand file for P! graphic)PTL 1aintain P! 3nfo !ummztn *riteria)PT< P! info system maintenance)PT3 1aintain Progrss nalysis )verview)PTE 1aintain P! 3nfo 6nit *onversion)PTN 4xclude *ost 4lems from vlbty *ntrl)PTK 1aintain P! 3nfo *omparison *riteria)PT1 2incl Budgeting Profile for Projects

)PT+ 1aintain priorities)PT) *hange costing variants)PTP !ub(network parameters)PTO 1aintain 9B! scheduling parameters)PT$ !trategies for settlement rules)PT! 1aintain project version profile)PTT 1aint. acct.assgnm.types for orders)PT6 1aint. P! 3nfo !ystem field settings)PT8 1aint. P! 3nfo !ystem sort criteria)PT9 1aint.P! 3nfo !ystem group. criteria)PT 1aint. P! 3nfo !ystem database set.)PT *apacity leveling ( Time profile%P!)PTD 1atchcode for standard 9B! elements)P6/ 1atchcode for standard project def.)P6& Production order control parameters)P6 1aintain *apacity Planning "!)P#)P6I Parameter long term planning Plnd)rd)P6@ Production order control parameters)P6G *ontrol parameters plant maintenance)P6H )verview 8ar.'


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)P61 1aintain !ubprojects)P6+ *apacity overviews)P6) Project schedule overviews)P6P !ubnetwork schedule overview)P6O )verall network scheduling overview

)P6$ 3nfo !ystem' !tructure overview)P6! 1aintain 8ersion +umber 4ntry 1ask)P6T 1aintain overview variants)P66 1aintain +etwork Profile)P68 +etwork Type Parameters)P69 !tandard +etwork !tatus)P6 1aintain overview variants std netwk)P6 )verview var.'!td.ntwrk scheduling)P6D *ontrol parameters plant maintenance)P8* *onvert vlability *ntrl Tol.Kimits)P8P *ollective availibility checkProfile

Planned &ost 9iffers from Act"al &ost

"estion *3 have a problem. 3 have a standard activity which the price is S- % hr. 3 have createda project in which a activity has a planned hr of =ty -. But my planned cost comes in as 7S/.H&7.But when 3 comfirm my activity, the actual cost comes in as 7S-7.

9hy is my planned cost differing 9hat is the cause of the S/.H& instead of S-. 9here can icheck and change this.

Ans+er *3 guess that you use different costing "and valuation# variants. so the system might

valuate plan and actuals differently.

"estion *9here and how do i control it

Ans+er *3n the network header are two fields' one for the plan costing variant and one for theactual costing variant.

ou maintain the costing variants in the customizing' P! (: *osts (: Planned *osts (:utomatic

*osting in +etworks (: *osting (: ;efine *osting 8ariants. ;isplay the costing variant and

jump to the valuation variant. There you find how the determines the costs.

Validations in PS

"estion *3 am trying to use validation in the Project. *an any one tell when are the call uppoints --/ and -5/ trigerred

3 want to validate one of the user defined fields in 9B!.


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4verything is working fine when 3 simulate the validation. But when 3 enter a value in the userdefined field and save the project then 3 do not get the error message as expected.

;oes anybody have an idea what could be wrong

Ans+er *Please see if you have checked the check box for utomatic validation in the relevantproject profile.

"estion *3 want to validate the customer number in one of the user fields in 9B!. Theformula builder in the validation screen, it seems, does not support table fields other than fieldsfrom P$P!. *an this be done thru some user exits 3f yes how *an u guide me in this

Ans+er *To use a user exit in validations, you have to perform following stepsU

( copy !P standard program LLB!//5 to DLLB!//5( create a user exit in this program "such as 6J/5, 6J/& etc#

( the user exit you defined in the above mentioned program will be visible in validations onscreen tab 74xits7( configure your validation with 76ser exit7 as option

WBS description doesnt appear completely in hierarchical

"estion *3n the hierarchical reports in P! de 9B! description is not showed completely. ;oyou know a way to make this appear completely

Ans+er *)

9e are on .@B and this is what you can do. '(-# 4xecute report5# 4xpand your results, if necessary *lick on any 9B! line description# 2ollow the menu path !ettings%*haracteristic displayI# *hoose lead column@# 1ove object short description to the value set side of the panelG# 1ove object long description to the lead column side of the panel

!ave "if you have authorization#. +ote you can use this procedure for any other object that mayshow up on the report display. i.e. navigation characteristics change the objects displayed.

Any+ay to p"t checks efore settin$ to -E&;?

"estion **an anyone pl let me know about the followings'3s there any way to put checks "in the form of tick mark etc# before setting the system status to0T4*)0( e.g. some documents are received or not etc.


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Ans+er *ou can set the system status to Technically completed T4*) which can be later onwithdrawn. The necessary changes are reflected in the system status on saving the +etwork

9ith the setup of user statusses "tr. )3B!#, you have the ability to disable the 7T4*)7 as long as acertain user status 7e.g. waiting for documents7 is active

/inks to doc"ments stored on the We

"estion *3s there a way to create a document "under a project# which refers to a 6$K and notto a document stored on a content server

Ans+er *es you can, but you need define in ;1! customizing some points.

-.( 3nner 0;efine ;ata *arriers0 in ;efine data carrier type external 0;1!0 a record with thisinformation' TP V 34, ;escription V That you want, *heck )+K3+4 and 4, the inside this in;efine 4xternal ;1! create a record with ;T*$ V 3+T4$+4T, TP V 34, ;escription V

That you want, *heck 4.

5.( 3nner 0;efine 9orkstation pplications0 define an application for web pages without fileformat, inside this in 0;efine 9orkstation applications in network0 create records for options -,5, &, the path of location of your navigator in your P* or you can put 0W6T)W iexplore.exeWf0. Then when you create a document in the )riginal field you can put the 6$K and in the;ata *arrier field put the name that you define in the customizing.

o+ to settlement a"c to asset in PS?

"estion *The cost of project have settled to auc"investment asset#, but when the project is

finished, in 1 or in P! i can7t settle auc to asset

Pls give me some suggestionX ny idea is appreciationX

Ans+er *ou must set technically complete for your 9B! ? +9 before settle 6* to ssets.


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9hat options do we have to modify the 0)rder cost plan ///0

Ans+er *There is a functionality called cost forecast "transaction *EJK%*EJ1#. 3 think this isexactly what you re=uire. The forecasted costs are saved in a separate *) version. ou could tryto display this version in *+!-.

&reate net+ork from Sales ;rder

"estion *

9e are currently running .@* and have implemented !; and P!. The situation is we want to beable to create a network automatically from the sales order during creation.

37ve assigned the strategy group HI to the material master and 37ve defined the networkparameters from sales order "via transaction *+/H#.

The result...

;uring creation of the sales order "transaction 8/-#, the network is created successfully but thecomponents are not transferred to the network. 3s it supposed to or not 3f so, what additionalconfiguration should 3 look at

37m not very familiar with the standard functionality so 37m hoping someone out there hasexperience with this topic.

Ans+er *The components in assembly processing remain on the sales order only.

3n case you are working with reasonably complex scenario on B)1 and procurement, wherematerial items have their own dependencies schedulewise e.g to design, you should put thematerials on the network. The best way to accomplish this is to do the B)1 allocation "transfer#to activities and have only the invoicing item at sales order.

=7 and 67

"estion *3s that possible to use 31 to control investment projects and 21 to control generalcosts 9hat is needed to be done in order to avoid conflicts between 31 and P!

Ans+er *3nvestment 1anagement"# 31 1odule is highly integrated with controlling"*)# ,

project system"P!#, and sset 1anagement"23(# components.

32 you would like to implement 31 ? P! you might ask yourself what additional advantages areoffered by using 31 .

These 3nclude'-( in P! you can represent the planned and the budgeted values of all projects . using 31 you can


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represent the budgeting process from the organization pointview. 31 helps you track of budgetamounts that you carry forward for projects that were approved in prior fisical year.

5( 6sing $ in 31 *+ help you decide what budget will be assigned to your organization6nit.

31


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:eply * S"ject * PS 8et+ork Stat"sCs @ &onfirmations

you can lock account assignment for the network%activity in consideration depending on whetherthe network is header%activityassigned. This disallows the confirmation of the activities.

Any Variant &apailities in &752 :eport

= am exec"tin$ the &752 report +h"ich is the Variale &apacity Plannin$ :eport.

;"t of +hich, = like the res"lts eca"se = otain the fields = need y $oin$ thr" the

individ"al CCchoose fieldsCC "tton.

o+ever in ',1cD it does seem to have any variant capailities ???

= have to reenter the fields selection every item = ack o"t of the report ... Which is a it

anoyin$

Anyone has any recipes for this so that col"mns%criterias selected can e save $"arded for

the next time ???

There are 8ariant list capabilities for *1/G *apacity report.

1ainly via P!(: 3nformation !ystems(:$esources(:Tools(:$esources(:!election(:LeneralProfile ")P@# and also via P!(: 3nformation !ystems(:$esources(:Tools(:$esources(:!election(: 8ariant Kist Poifile ;etails ")P;T#.

ou create a new 77D77 8ariant Profile list with all the fields that you want to select and show inyopur *1/ report .

Be carefull to click correctly on the greenish%yellowish arrow to bring up the field selections popup window...

Than associate this new D 8ariant Profile to a newly defined 77D77 Leneral Profile...

Then after you can override with othe 8ariant Kists in the profile selection of the *1/G reporttxn. itself if needed

&han$e 9oc"ments in SAP Project

=n the &"stomisin$ for &reate Project Profile F;PSAD there are ! fields for G&han$e

9oc"mentsG.

Where and ho+ is this "sef"l d"rin$ implemenation?


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There are 5 outcomes for change documents and they should both be implemented if it7simportant that you keep track of changes made to a project'

Leneral changes "the one at the top#

( any field content changes made to a project 9B! after it was first saved will be recorded in afile. eg. if you changes the 9B! description, the old value and the new value will be recorded, orif you changed a person responsible, it would also be recorded etc. This information can bereviewed in 3nfo !ystems report *+@/ to old%new values and who%when.

!tatus 1anagment "the one checked in !tatus 1anagement#

( any changes to !ystem and 6ser !tatus will be recorded, including the status history andwho%when. *hanges can be seen in any project maintenance transaction "eg. *E/5, *E5/+# byclicking on the 0i0 icon for a P; or 9B!, then following the internal pull(down menu path'4xtras:*hange ;ocuments: 2or !tatus%ll.ou can then drill(down on the satus to see its

history.

SAP PS =ntervie+ "estions

. 6or raisin$ &lient illin$, is there any possiility of linkin$ line items in S9 mod"le

+ith Activities % WBS in PS mod"le?

-. 3t can be linked through ;3P Profile and do $esource $elated Billing for raising billing.

!. &an :even"es e linked +ith Activities?

5. +o, it can be done at 9B! level with 7Billing7 operative indicator.

#. &an pro$ress e "pdated in WBS elements?

&. es, ou can use Progress nalysis "48# for this.

'. We +o"ld like to compare the planned cost, act"al cost @ reven"e for line items in S9

mod"le. 6or this as +hat oject sho"ld +e consider the line item in PS mod"le.

. ou can use Billing level 9B! in P! module.

0. =n easy cost plannin$% cost models, the reso"rce reH"irement details FH"antity and rateDare $iven to $et the cost of each line item. B"t to $et planned cost of each activity, the

cons"ltant is askin$ "s to assi$n reso"rces separately a$ain in activities. =f +e consider the

line items as activities, sho"ld +e assi$n the reso"rces a$ain or the same in easy cost

plannin$ % cost models can e linked to $et the reso"rces assi$nment in a simpler method.

I. 3nstead of this, you can use costing variant for 4asy *ost Planning "not for the activities#


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=s there any +ay y +hich +e can lock t+o specific +s elements say overheads and other

expenses, so that the "ser cannot release P:?

The easiest way would be to define the project release process in the bottom(up fashion. Thatmeans, you will only release the activities%9B! elements that you need from time to time during

the course of the project. That way, charges won7t be accrued on a 9B! element until it7sreleased "so, don7t release it until it7s ready for collecting costs#.

=s there any +ay y +hich +e can stop the net+ork from attachin$ f"rther materials after

it is released?

This is controlled through the change profile, which is assigned to the network profile. 3n thechange profile, under the *omponent tab, you can define the release status of the activity atwhich you can create%change%delete material components.

o+ can +e set the options for capacity reports &75?

This will possible depend on your config, but the options 3 use are'!ettings:Leneral:Tick, *umulation of re=mts, ;yn. capacity cumul. and then select the hierarchy you have set

up.3 then select the financial year "as we are budget driven# using 4ntry type and the start%finishof the financial year.3 select period 1onth.Then click tick.3 then select the work centre 3 re=uire. or arm of the hierarchy.ou can then select standard overview and also select graphs or if you need a detailed list press

that button. F(( Eim *arter

Short =ntervie+ @ As on SAP PS

Project &alc"lations

When +e confirm activities and see it in cns' report +e can see that the P;& is

a$$re$ated at the 8et+ork,WBS and project level.

o+ does the system calc"late this.. i.e on +hat factors and criteria?

P!, like, other Projects Programs used the Pondered advance has a project and structural "9B!#phisical advance.32 you have a Project with only - activitie. The -//W phisical advance of the activitie is passedto the Project.3f you have a Prj. with 5 activities and both had -//W phisical advance. The project has 5//W+)X, P! calculated this


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Percent complete ctivity V -// V (P)*Percent complete ctivity B V-// B(P)*9eigth or contribution of V &/W (9gt9eigth or *ontribution of B VG/W B(9gt"The sum of the weigth need to be -//W#

The Project dvance will be (P)*F(wgt A B(P)*FB(9gtThis implies V -//F&/W A -//FG/W V &/ A G/ V-//

The weigth is a function of 1en(


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This will create 3nt activity in the selected +etwork only. F(( +abada 1ore

-ime calc"lation in +ork &enter

7y reH"irement is to calc"late the time taken for a component +hich contains '

;perations.


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Work6orce Plannin$

9e are using *1P5 for doing workforce planning in our )rg, we attach reources to activities,now the issue is we want to put an end date to the resource attached so that the particluarresource does not appear in cmp5 .

P.! ( we have tried by attaching resource to 9B! too, it doesn7t work.

3n *1P5 ( mark the relevant line ( press the bottom with the pencil ( make a new end date andsave.+ext time you enter *1P5 the start date has to be after the end date you entered.Be aware that the end date affect the work list for the person in *T!.

-ale for System stat"s F+sD

3 am trying to create one =uery to find out wbs status assigned )pen P). 3 have located the

relevant file for P) but not able to get table which stores system status.

The table names are E4!T, TE/5TPass the )BE+$ to the table E4!T you will get !ystem !tatus +umber.)nce you get !ystem !tatus +umber pass it to table TE)5T you will get !ystem !tatus text.

WBS and company codes

3s it possible to have two different company code within the same 9B! structure

2or a single 9B! element ( +)9ithin the structure ( 4! provided company codes belong to same controlling area

=SB9 system stat"s

;oes anyone know if system status 3!B; should be set if a budget tolerance with action0warning0 is exceeded, however the total budget is not exceeded. 9e have the following set up'H/W 9arningJ/W 9arning with mail-//W 4rror message

t H/W the system status 3!B; "3nsufficient budgeting# is setU is this correct.

ou are right. The status 3!B; "3nsufficient budgeting# is set once the tolerence limit - isexceeded.

Project version* &an = $o ack to a previo"s version?


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*an 3 go back to a previous version of a project 2or instance, a new project version is createdautomatically on release of the project. 3s it possible to go back to the previous version in orderto 0undo0 the release

Project versions are used as snapshots of projects at different status or manually triggered points.

ou would not be able to go back to versions because the version is not the operative project.ou will not be able to undo a $4K status.

&lose the Project


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are what typically is thought of as a -project-. Such maintenance projects are planned by describingthe estimated wor$ effort per -operation- (activity) and wor$ center performing that wor$ effort. "ylin$ing operations inside wor$ orders or across them a generic project schedule is created.

nfortunately SAP'P+ has only limited scheduling capabilities. Therefore effective enterprise projectscheduling for maintenance purposes re&uires either the use of the SAP PS module# the integrationwith e%ternal scheduling tools li$e Primavera or +S Project# or for less comple% projects the use ofe%ternal tools li$e /W!S (for more information about these tools please search this web site).

The basic master records used by Plant +aintenance are0

' +aintenance 1otifications2

' +aintenance !rders2

' 3unctional 4ocations2

' 5&uipments2

' +aterials2 and

' Wor$ enters (,esources).

3unctional 4ocations and 5&uipments contain fields that allow grouping by units# locations# or plantlocations.

Project Functionality of SAP-CO (Controlling)

There are several important touchpoints between SAP projects and the SAP ontrolling module (!).

All SAP cost planning and budgeting (in SAP terminology0 budget 6 approved cost plan) functions are

handled using standard ! functionality. !bjects relevant to project management in SAP are costobjects. This means that planned# committed and actual costs can be charged to them li$e to a costcenter or an internal order in !. Among these cost objects are W"S elements# networ$s# activities#activity elements# maintenance orders# operations and suboperations.

osts may be planned on many levels and in many ways# starting as investment management (+)

level or W"S structure level cost planning# through primary cost element planning# and going on topurchase re&uisitions# planned allocations# planned hourly use of resources with associated standardcost rates# and many more.

Actual costs may be charged to SAP project objects in many ways# typically through goods or service

receipts# accounts payable invoices# general ledger (/4) postings# cost allocations or settlements. TheSAP system will automatically perform the relevant controlling postings in the bac$ground so that !plan'actual or plan'commitment'actual reports can be run in PS or P+.

Standard costing using standard cost rates associated with wor$ centers (resources) are defined inSAP !# either internally calculated or manually assigned. This then means that cost center'basedcontrolling transactions have a direct impact on project costing. The moment you say -costs- in SAP#you say -!- automatically# even when dealing with projects in PS or P+.


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Project Functionality of SAP-PP (Production Planning)

Production planning and project management in SAP have many touchpoints. They intersect

particularly in a ma$e'to'order environment involving sales'driven projects. n principle there are a lotof similarities between the production planning module (PP) of SAP and the Project System (PS) oreven Plant +aintenance (P+). Production orders are very similar to networ$s or maintenance

orders7wor$ orders.

The main difference is that PP deals with ongoing operational aspects while PS and P+ deal withprojects. Projects are defined as a series of activities with a start and finish date in order to completeclearly specified deliverables at a high &uality standard. 3rom that perspective the main conceptualdifference to PP is the limitation in time. PP# PS and P+ all define a series of tas$s# lin$ them throughrelationships with each other# assign wor$ centers to them to define where and by whom the tas$s aresupposed to be completed# and then schedule and cost these tas$s out.

5ven the tools used in SAP are very similar or often the same (li$e wor$ centers# definition ofrelationships# resource leveling). This should not be surprising as particularly the PS module# and alsoto some degree P+# has been built by combining PP and controlling (!) functionality. t does indeedseem that one reason why project management in SAP often is perceived as not user'friendly is due to

that fact. +any of the -logistics- functions of the dynamically changing PS and P+ modules are rootedin the much more static PP module. The result is great functional power but often clumsy screens andtransactions.

The assignment of internally produced materials (components) to projects in PS or P+ reflects anotherarea where these modules intersect. n that case PP provides input to PS or P+# and the timing of thisinput is synchroni8ed through scheduling and +,P (materials re&uirements planning) transactions.

There are a number of limitations in the way PP on the one side and PS and P+ on the other sideinteract. At least in the standard SAP ,79 system costs and dates are not naturally rolling up orsynchroni8ing between these modules.

Project Functionality of SAP-SD (Sales & Distribution)What does Sales and :istribution (S:) functionality have to do with the management of enterprise

projects; t does for more companies than may seem obvious at a first glance. 3or contractors usingtheir own SAP system to manage and deliver capital investment projects the S: module is where thebillable deliverables of their projects are defined. The same is true for everybody who uses the SAPproject system (PS) to manage the ma$e'to'order production of comple% products# whether they arepowerplants# aircraft parts# or the concrete bridges.

SAP has functionality that allows to tie reference (template) project structures to product codes sothat at the time of sales order creation the setup of a project structure can automatically be triggered.This does then lin$ S: and PS seamlessly# at least on a high level. As the project progresses#milestone billing set up in SAP'PS can then trigger payments in S:# which again results in revenuepostings in the SAP financial accounting module (3). There are a number of other reasons where S:

can interact with projects managedf in SAP. +ostly# however# it does so only when you ta$e acomprehensive loo$ at the overall process# trying to ensure full integration. 1ot doing so may lead toinconsistencies between what sales people or customer relationship personnel sees in S: and theactual status of the delivery of products. !ne may just consider a situation where S: data from asuppliers system needs to be tied into a project master schedule managed by a general contractor. To

overcome the latter it is helpful to mirror and match purchase orders and sales orders betweensupplier and customer# also in line with the way the general project is managed.


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Project Functionality of SAP-M (n!estment Management)

The potential significance of SAPs nvestment +anagement module (+) is too often overloo$ed

when considering the management of comple% enterprise projects. 1evertheless it should in mostcases be considered when designing scalable project management solution that center around SAP.

SAP + is a tool designed to enable program management in SAP. Program management as definedby SAP in that conte%t means the process of defining a hierarchy on top of many projects with thepurpose of planning and controlling costs# including project appropriation management and budgetauthori8ations. ts strongest integration points# besides PS# are with the SAP ontrolling (!) andAsset +anagement (A+) modules.

While + was originally developed for the budgeting and high'level management of capital investmentinitiatives# its functionality has been e%tended to allow its use for similar functions. t simply is a toolthat can perform such functions on top of any $ind of PS projects.

Preferred Project Management "ool is###

SAP Project System (PS)

PrimaveraEnterprise/P3e

Microsoft Project

SAP with Primavera

Difference bet$een SAP PS and PM%

The SAP world makes an important distinction etween !PS! and !PM!" The acronym !PM! is a so#rce of fre$#entconf#sion" %or many project mana&ement professionals it simply stands for !Project Mana&ement!' while in the SAPcomm#nity it is the areviation for the !Plant Maintenance! mod#le of SAP"

The SAP PM mod#le was not desi&ned as a project mana&ement mod#le" t still contains a lot of components verysimilar to the SAP PS mod#le' which is the project mana&ement mod#le called !Project System!" SAP define theirmod#les y f#nction more so than y the process they cover"

"e Process 'uilding 'locs for Projects $it SAP

2orget abouttechnology and do not pay attention to modules0 The $ey process bloc$s of 5nterpriseProjects deal with functional aspects< To set up an effective project management system# thesefunctional aspects need to be clearly defined. f multiple tools are used# responsibilities per functionalaspect and project management layer need to be assigned to one tool only# for each layer of theenterprise project (enterprise# project# and contractor).

=ey process bloc$s or functions are0

>. Structures (W"S in !P(P!)

?. Schedule (1etwor$)

9. ost Plan ("udgeting)
http://sap-centric-projects.com/index.php/Table/SAP-PS-Project-Functionality-Project-System/http://sap-centric-projects.com/index.php/Table/SAP-PS-Project-Functionality-Project-System/


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@. ,esources (Wor$ enters)

. Actuals 7 T*5

B. Progress 7 ompletion

Acco#ntin&

B"d$et Exceeded Even When -here is Amo"nt Availale

WBS element "d$et exceeded even +hen there is amo"nt availale. =s there any

percenta$e et+een the amo"nt availale and amo"nt to e paid that the system

determines efore payin$ an invoice. Where is this confi$"ration made?

*heck your budget profile in the 31L "trx. )P!J#.

!elect the 2- help function on the following fields'

-. 0Total values0 in the Timeframe block5. 0nnual values0 in the Timeframe block&. ll five fields in the 0vailability *ontrol0 block8erify then if any conflict exist in the logic of your settings.

!econdly, go to your configuration settings in the 31L regarding the Tolerance limits forvailability control.

*heck your !P$) setting under Project !ystem:*osts:Budget:;efine Tolerance Kimits.

s per the setting in spro for budget tolerance limit, system gives you the message.


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!ubject' *K)!3+L P$)E4*T

3 tried to close a project Y 5@//////HJ. 3 am getting an error message 0 There is still 93P for9B! 5@//////HJ 0.

The long text suggests that 0 *alculate the 93P for 9B! 5@//////HJ so that it can be cleared.Then settle 9B! 5@//////HJ, including the cleared 93P in the settlement 0.

3 am not clear with this information. 9hat should 3 do for this

9e went from &.-< to &.-3 about 5/ days back. 3n &.-< 3 have never come across like this..

((((($eply 1essage(((((!ubject' $4' *K)!3+L P$)E4*T

Typically this occurs for one of two reasons'

( ou have costs on the 9B! that need to be settled to a cost center or other 9B!( ou have $ that still needs to be run and settledThis can get comlicated if you are not doing full settlement as you will have to open up the pastperiods to fix it.

((((($eply 1essage(((((!ubject' $4' *K)!3+L P$)E4*T

ou cannot close the project if you have a 93P value in it. 3t7s because'

-. +o invoice has been generated for that project. "fully invoiced status hasn7t been reached#. 3f

you generate the invoice, the 93P value will be transferred to cost of sales.

5. 3nvoice has been generated but the 93P value is not yet settled fully due to some provision asprovided by the difference between your plan values and actual values.


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projects#. P! reporting allows selection of the plan version for comparison to budget.1ost effective use is for cumulative monthly cost plans. lso suggest that you would want to usea uni=ue identifier for monthlyplans vs. overall project plans in your naming%numbering conventions.

Settlement :"le 6or a WBS Element

What is meant y WBS element and in +hat scenario, P7 orders settlement r"le created

+ith cate$ory as WBS?

Budget' mount of resources allocated under a particular head in a financial year.

Budget *ontrol'


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!o when a maintenance order is released, system will do a budget check against the 9B!element mentioned. 3f the budget check status is )N, order is released or else it will stoppedfrom release. 3f the order is stopped from release, maintenance department will have tosupplement the budget. 6pon supplementing, the order is released again ? the maintenance costsuch as, labour, material costs can be booked on the order. gain the order cost is settled to cost

centre ? at the same time, budget is consumed from the respective 9B! element.

4very year, maintenance department will copy the previous years project so as to save time ?efforts to create project ? 9B! elements. nd the maintenance department will assign thebudget allocated to each 9B! element in a financial year. 3t is also possible to return theunutilised budget or, transfer of budget from one 9B! element to another.

( *reate a project *E5/+( *reate 9B! element *E5/+( ssign Budget to 9B! elementsN)55( ;isplay assigned Budget N)5&

( !upplement Budget N)5( ;isplay !upplement budget N)5I( $eturn Budget N)5@( ;isplay $eturn budget N)5G( Transfer of budget *E&

Settlement 6rom WBS to A


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Project ;jects

!ubject' Project )bjects

9e have found that there are more than one 9B! for an object. This is

supposed to be a uni=ue relationship i.e. one to one.)n doing an object find for a Project *haracteristic you obtain theobject numbers "that is 9B! elements internal numbers# of the objectsthat contain the characteristics. 6sing T.code !4-@ you can find the 9B!element number of the object. )n doing this search we have foundmultiple 9B! elements for the same object number. )n investigating thesituation, we found that in most instances the 0other0 object another9B! element in the same structure or one created shortly after thecorrect 9B! element.

9e have not yet found out why this happens, what the solution is or if

we have found all occurrences.

((((($eply 1essage(((((!ubject' $4' Project )bjects

3n P$P!, there is fields that refer to an !P object'P)!3; is the 9B! element identifyer the user see on the screenP!P+$ is the internal !P project item number "which 3! uni=ue#)BE+$ is the !P object number "made out prefix 7P$7 and the internalproject item number. 3t is also the number that is stored in the *osts tables.P!P


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F'D 8et+ork &ostin$When do +e $o for each of these methods, practically.

=n $eneral implementation, +hich &ost Plannin$ +o"ld e "sed?


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es, provided you do the settlement run on different dates. lso check the 23 settings forsettlement strategy.

!P !tandard defaults the following scenario'

n asset can only be capitalized when the asset is in use%productive. This means thedeliverable%asset must be completed.

This is the same as the status T4*) "technically complete#. 9hen you capitalize "settle to asset#,then the system takes the date when the 9B! status changed to T4*), and defaults this date asthe asset value. ll the line items in the 9B! will therefore assume the T4*) date of the 9B!and that is why all the line items in the 9B! have the same asset value date.

ll the individual line items contributes together to one uni=ue asset, and all have the same valuedate of the uni=ue asset, which was derived, from the T4*) date of the 9B!.

This can be adjusted and changed in the 23( module, but make sure you understand theimplications. The asset value date is used to derive the start date for depreciation, anddepreciation is normally governed externally by a governmental institution, and your companymust adhere to this external re=uirements. *onsult with your company7s auditor%financialexecutive to get the applicable rules and make sure your settings faals within this re=uirements.

Logistics :

PS S"stit"tions

We have confi$"red Partner f"ncitons to "sed at P9 and WBS element level. We +ant to

enter the Cc"stomer n"merC as partner at the P9 level and then +ant to copy ita"tomatically in all the WBS elements "nder the project.

=s it possile to do s"ch a thin$? We are "nale to "se s"stit"tions co> Partner fields do

not occ"r in the s"stit"tion fields.

This is reasonably easy to achieve with substitution exit, where you can retrieve data from anylogically linked objects and use these as substitution source data. This is described in note/-H@, chapter .


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+ormally you can use user exit $LLB!// to insert a user specific into subsititution.

But in your case, it7s a little complex, because the partner is in another table "not in P$P!#.however you can try to insert your own field into table LB/- and regenerate with program$L6LB$// "note 5@-I#.

Pro$ress Analysis to meas"re EVA

) = am c"rrently +orkin$ on a &hemical ind"stry :e)implementation. 7y client +ants

to implement Pro$ress Analysis to meas"re EVA. -hey c"rrent "se WBS elements F8o

8et+orksD. = have een tryin$ to find an instance +here pro$ress analysis FEVAD has een

implemented for WBS so = can decide +hat needs to e in place. Anyone +ho has some

imformation on these sho"ld please $ive me an insi$ht or doc"mentation. -his +o"ld e

$reatly appreciated.

-ony

(6nfortunately, from my experience, 3 can say that Progress analysis% 48 4arned 8aluenalysis in P! cannot be done without the activities and of course withouth the networks. 9ehad the same problem, as in our company as we had before only 9B! and we needed 48. 2or48 P! has the Transaction *+4I and in this kind of reports "see also *+-# values of rhe thefield 0actual work0 will be 0built up0 on basis of activities confirmations. s 3 can suggest you, ifthe company does not want to change the current structure of the projects, a soulution would beto iX ntegrate P! with B9, if they have B9 there, and to generate the needed reports foranalysing the 48 in B9.)therwise 3 have not heard to be possible to have Progress nalisys without activities in !P!tandard.

Elena 7anole

Thanks for the reply. 3t is very helpful. 3t confirms what 3 thought.

-ony

Progress analysis at 9B! level is also possible., 6se estimation method and put the *T6K9)$N ;)+4.

7"kesh

3 agree with 1r 1ukesh. 9e are using the 48 method estimation and actual work done for9B!.Please create a new 0D0 method of 48 which will allow confirmation of 9B! in a similar wayas being allowed for activities. ou can then confirm the 9B! for actual progress of work andenter the W completion of actual work to get schedule vs actual curve.

Salim 7ohsin Shakir


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6sing the 4stimation method with 9B! means you are not really doing 481 in !P. ouwould need to calculate the percentage using another tool. lso, since your 9B! schedule datesare not dynamic, the forecasts would be very difficult to create. 3f the company is re(imiplementing, have them implement +etworks ctivities, at a minimum of one ctivity per9B!.

SeH"ence ;f ;perations -o et EVA

=n my project system = +ant project pro$ress analysis on the asis of only time

proportionality. &ost +ill not e consider for pro$ress andtheir are different "nits "sed

like m, m#, km @ hr for +ork in internal @ external activities, so is it possile to do s"ch

settin$ on the asis of confirmation in c"stomisation?

es it is possible do through activity confirmation. 3t all depends on 48 basis, their you need toset time proportionality.

ou need to perform se=uence of operations to get 48. for time prop. you need to maintainscheduling, activity confirmation etc.

;efine default meas method as Time prop for objects in customising.

ou need to do customization settings for 48 for progress version, statistical key figures, valuecatagories, progress cost element etc.

ou can go the following customizing steps... this will help you to configure as per your needs.This is not as per your need, as only you can understand what all the customizations you need todo........

-. *reate Progress 8ersion -/- with exclusive use 7Progress nalysis7. 3 have selected Plan ?ctual check boxes.5. !ettings for Progress 8ersion(a# Plan version ( 7/7b# 48 basis ( *ost plan "active project, annual values#c# P)* weighting ( *ost plan "active project, annual values#d# Planning type ( Basic datese# 4arly % Kate ( earliest possiblef# Both reference boxes selected

&. !N2s( 3 created three !N2s -/ "+on(ggregated P)*#, 5/ "ggregated P)*# and &/ "P)*for $# with unit of measure 7W7 and selected the Ney value category 7Total values7.

. 3 need to assign these !N2s to different value categories. 3 created three value category -/, 5/? &/ with selection 7!N2 with total values7 and unit of measure 7W7. Then 3 assigned !N2 -/ to8* -/, !N2 5/ to 8* 5/, !N2 &/ to 8* &/


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I. 3 assigned measurement method as default value'a# 9B! "Plan# ( *ost Proportionalb# 9B! "ctual# ( *ost Proportionalc# 3nternal ctivity "Plan# ( *ost Proportionald# 3nternal ctivity "ctual# ( ;egree of Processing

c# 4xernal activity"Plan# ( *ost Proportionald# 4xernal ctivity "ctual# ( ;egree of Processing

@. 3 made progress cost element 7@I---//7 "!econdary cost element# with *ost element categoryas @-.

G. 3 maintain a value catagory @I---// with *ost radio button selected.nd assigned the progress cost element to the value catagory. i.e *ost element @I---// to valuecatagory @I---//.

H. 3 maintain the assignment of cost element group. ie. 3 assigned progress cost elemnt to cost

element group with default radio button selected. 3n the cost element group, 3 have selectedcertain cost elements which we regularly used "cost elements for project materials, projectmanhours, project contracts, spares etc#

$un *E4+ first then *+4- and *+4I

7ilestones

!ubject' 1ilestones

9e don7t use networks and activities.

The same time we want to use milestones only with 9B!(elements for basic P)* evaluation.

2or instance for 9B! we can attach several milestones with different P)*, like -/W, I/W, H/W.

9hat is the tool in the system to confirm that particular milestone is reached


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Project profile

((((()riginal 1essage(((((!ubject' Project profile

9e have decided not to allow creation of projects with certain project profiles.how can weprevent using the projectprofiles.3f we delete the project profiles will it affect the existing projects or completed projects made ofthose profiles.

((((($eply 1essage(((((!ubject' $4' Project profile


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-he link is to tie them as employee n"mer to the Work &enter in :.

7y H"estion isL like+ise in 7S ProjectsL +here +e can define availaility via the calendarL

+e can $rey o"t days +hen an individ"al is on vacation or not availale.

And that +ill reflect in the overall availaility...

=n PS is there a +ay to $et an CCeH"ivalentCC calendar

= did not see anythin$ in PS itself to lock individ"alCs dates

Wo"ld this e in : ???

7ainly +hen = +ant to reserve vacation time ahead for indivial lao"r reso"rces..

3 am not an expert in this area but 3 know a bit about it "3 made it in a customer, but at the end 3had to undo it#. ctually 3 cannot work with networks so all 3 have it is my memory.

The pool capacity works as you say, but it seems that you are using the capacity availabalityfeature. 3 understood that if you use that, the system only checks if there is capacity avalibale, butnot makes a capacity 0commitment0, it means, other networks can plan that capacity as own "thisis made in the 0levelling0 section#. t last, 3 only used the first feature so only had a look on thesecond.

3 do not know how to plan people from


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3 very much agree with Luillermo, and 3 would suggest to go for his ideea. 3n my opinion usingpersonal capacity planing in P!(


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There is no link between T4*) and actual confirmation. 3t might possible that the project istechnically completed but non technical activities are still pending..

All WBS elements, net+orks and activities are set on stat"s -E&; in the project. = have set

the stat"s over a +eek a$o and yet am still allo+ed to do confirmations to the activities in

the project.

We did not experience this prolem efore. =t is the first time and it happens for all

projects that are set to stat"s -E&;.

3f you have networks and activities involved your best bet is to use project builder to make astatus change at the project definition level which will cascade down to wbs elements, networkheader and network operations.

ou may try setting a ;K2L flag and see if it prevents confirmations from occurring on theactivities. 3f you need to undo the deletion flag the se=uence is as follows'

6sing *E/5 undo ;K2L at project definition level then select all wbs elements and perform thesame. using *+55 undo ;K2L at network header level then select all activities and perform thesame.

Project builder allows status set downwards but not undo on all components, therefore re=uiring*E/5 and *+55 to undo.

/ist of :A cac"lated val"es

3n the part of 0$esult nalysis data0 in the result screen after $ operation, there is a field

named K"r#.

Kist of $ caculated values'

$"p# V Planned revenue for valuation

*"p# V Planned costs for valuation

1"p# V Planned costs for complaints and commissions for valuation

!"p# V Planned special costs "cost of sales V actual costs# for valuation

K"real# V $ealized loss

+"p# V Planned values not taken into account

$"a# V ctual revenue

*"a# V ctual costs


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To reverse the deltion flag you must first'

cancel the deletion flag on the network header, then select all activities in the activity overviewand cancel deletion flag.

+ow some people believe that when the deletion flag is set that it removes all of the activitiesfrom the network.

This is false, users who do not see the activities after the deletion flag is set must use thefollowing menu path to 0reveal0 the activties'

4dit: )bject: ;isplay ;eleted:)n

Which tale is the system storin$ the Project 9ef, WBS, 8W and 8WA system and


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o+ can +e stop A8K committments from ein$ created "ntil the project has een

released?

3n )P!* make sure the $elease immediately has been unmarked.

3n transac )P6 "field selection network header# go to influencing choose network profile orcontrolling area depending on which you want to customize. !et the field 0$eservation%Purc.re=0*628;(6;3!P make it to only displauy.

Lo to transac )P6* "field selection network details# go to influencing, choose network profileor contolling area to which you want to customize the setting. !et it to change and in the field0$eservation%Purc.re=0 ( 28L;(6;3!P make it to only display.

This would prevent the users from changing it to display when they create and assign activities tonetworks%projects.

)ne more customization, in transac )P66 in the network tab make sure the setting is for 5 "fromrelease#

or

very effective way to handle this is using 6ser status management .go to tcode bs/5 and definea status profile which can be defaulted in the project profile, in the status profile define projdefinition,9B!,network header and network activity as the infulenced object types.

*reate a status 0blck0 as an initital status and in the business transaction field block P$ and P$O

creation.+ext create a status0allw0 which will be set after project is released and allow P$ and P$Ocreation after status is set

What is WBS element?

D What is WBS element?!D What is the -code to $et to that screen?#D What is the need and p"pose of WBS element?'D 9o +e happen to +ork on 6"nctional mod"le d"rin$ o"r implementaion project?0D =n +hat scenario%sit"ation +e +ill e +orkin$ on WBS?

9B! is nothing but 9ork Breakdown !tructure. 3t is mainly used in Project !ystem "P!#module. Tcode ' *E5/+

2or any project defined we must have atleast one 9B!. 9ithin this 9B! we can have networks.+etworks are nothing but the series of activities. 1aterial are used to perform the activities.

To explain in detail just consider one example'


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Lovt of india wants to have $oads to be build through out the india. !o Project can be defined insap as 0*onnectivity0.

9B! can be roads w

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