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R/3 System

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Release 4.6C

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January 2001

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Material Number: 5004 2366

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Project Management

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Project Management
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e. é They are often strategically important for the business carrying them out. and can involve a high degree of risk. n Projects are usually an integral part of a company’s business processes. UHVRXUFHV l 7KH\ UHVXOW LQ D XQLTXH SURGXFW RU SURFHVV © SAP AG 1999 n Projects are planned tasks with specific characteristics: é They are usually complex. é They are subject to specific quality requirements. unique. From an organizational point of view. this should be located "between" the user departments involved (i. é Several departments are involved in a project. act as a central interface). é They have precise targets which are agreed between the ordering party (project sponsor) and the contractor. you will need to set up a project-specific organizational team. and are cost and capacity intensive. é They are limited in duration. If you want to be able to regulate and control all of the tasks involved in carrying out a project. © SAP AG CA800 1-7 .

limited resources are available or the costs framework has been predefined.QYROYHG LQ 3URMHFWV 'DWHV 'DWHV 5LVN 4XDOLW\ 3URMHFWV 3URMHFWV 5HVRXUFHV 5HVRXUFHV &RVWV &RVWV © SAP AG 1999 n Projects are a balancing act between differing demands and bottlenecks. © SAP AG CA800 1-8 . Projects can involve a high degree of risk for a company. as in general the costs are high. For instance.)DFWRUV . but there is no guarantee that they will be concluded.

0( 4XRWDWLRQ 2UGHU %LOOLQJ SODQ © SAP AG 1999 n The project itself comprises several phases. and allocate funds. In your own specific project. or allow certain phases to run in parallel to each other. overlap phases with other phases.3URMHFW 3KDVHV 'HWDLOHG SODQQLQJ $SSURYDO ([HFXWLRQ  2 1% ¥ ¤30) £ £ ¡ §¥¦¤¢  :%6 5RXJK SODQQLQJ % #  ! £ $¤"  £¥ ¡ £¨  ¥ © ¡ ©¨  &RQFHSW 3HULRG(QG &ORVLQJ # ¥ ¤ ©  (¥  & '¥ 6WDWXV 3KDVH  £  ' 4 5  1HWZRUN 7  1 $$97 ¡ 1 ¡ 86 7 T QIH §S RP9 FG 6' GRFXPHQW # A¡ ¥ 5 © 7 (E# ¡ C AD 5 A ' B#3@ 7. © SAP AG CA800 1-9 . When planning the flow of a project. you can omit certain phases. make resources available. you will schedule deadlines and dates. n The various phases depicted above represent an ideal project flow. A high degree of precision is required when planning and coordinating large and complex projects. The Project System supports you in all project phases.

the R/3 Project System). © SAP AG CA800 1-10 .6WUXFWXULQJ 3URMHFWV 7KLV LQIRUPDWLRQ LV QRW 6$3VSHFLILF . The points listed above are simply basic rules that you must observe in order to manage projects successfully.W LV SURMHFW PDQDJHPHQW WKHRU\ l 3ODQQLQJ DQG GHILQLQJ UHTXLUHPHQWV l :RUN %UHDNGRZQ 6WUXFWXUHV +LHUDUFKLFDO RUJDQL]DWLRQDO VWUXFWXUH U l 7RSGRZQ HVWLPDWH l %RWWRPXS HVWLPDWH © SAP AG 1999 n The success of any project is only partially dependent on the planning tool used (for example. This training course does not examine the question of how best to structure different types of project. There is a wealth of literature available on this subject.

5XOHV IRU 'HILQLQJ 5HTXLUHPHQWV l )RUPXODWH FOHDUFXW XQDPELJXRXV UHTXLUHPHQWV l +DYH \RXU FXVWRPHUV FRQILUP WKHVH UHTXLUHPHQWV l %H UHDOLVWLF  \RX PLJKW EH PLVXQGHUVWRRG l %H UHDOLVWLF  WKLQJV PLJKW QRW JR DFFRUGLQJ WR SODQ l 8VH JUDSKLFV FKDUWV DQG PRGHOV l 0RQLWRU HYHU\WKLQJ  LI FKDQJHV DUH UHTXHVWHG UHFRUG WKH UHTXHVW GDWH DQG UHTXHVWHU WKH UHDVRQV JLYHQ IRU WKH SURSRVHG FKDQJHV DQG FKHFN WKH HIIHFWV RI WKH FKDQJHV RQ WKH SURMHFW IORZ DQG FRVWV  KDYH WKH SURSRVHG FKDQJHV FRQILUPHG © SAP AG 1999 n Be specific n Get the signatures you need n Always have a contingency plan ready n Express yourself clearly and intelligibly. and present information in a way that can be easily visualized n Monitor the project n All team members should be fully aware of the requirements © SAP AG CA800 1-11 .

n Activities are used to show the flow of a project or of the actions involved in a project. revenues. n When activities are assigned to WBS elements. machinery. Activities form the operative basis for planning and controlling dates. Individual actions can be linked to each other in terms of so called “activities”. materials). Activity funds already assigned are checked against the budgets of the WBS elements. © SAP AG CA800 1-12 . and can be evaluated. and resources (personnel. and payments. It forms the operative basis for planning costs. and shows the project activities to be fulfilled in hierarchical form. as well as for scheduling.%DVLF 'DWD LQ 36 :%6 HOHPHQWV $FWLYLWLHV 5HVSRQVLELOLW\RULHQWHG RUJDQL]DWLRQ 3URFHVVRULHQWHG RUJDQL]DWLRQ 1 1 $VVLJQPHQWV :%6 HOHPHQWV DQG DFWLYLWLHV 13-1 © SAP AG 1999 n A work breakdown structure (WBS) is a model of a project. and budgeting. costs. the dates and costs defined in the individual activities are totaled up (aggregated) at the WBS level.

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WHP  © SAP AG 1999 n During this course. These options will be dealt with during this course. you will be shown many different ways of creating project structures. © SAP AG CA800 1-14 .6WUXFWXUHV LQ 36 &RS\ 7HPSODWHV 2SHUDWLYH 6WUXFWXUHV 6' RUGHU . The slide above shows the various options available.

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structure %XGJHWLQJ ([HFXWLRQ $FWXDO 'DWD.V D :RUN %UHDNGRZQ 6WUXFWXUH 8VHG IRU" 3ODQQLQJ Dates. revenues. payments.:KDW . costs.

The focus here is on planning and monitoring costs. payments &RQWUROOLQJ 2EMHFW For example: Account assignment of purchase orders For example: Assignment of orders © SAP AG 1999 n The work breakdown structure is the operative basis for further planning in projects. © SAP AG CA800 2-5 . Networks and network activities are more suitable for planning resources and scheduling than WBS’s and WBS elements. Dates. budgets and basic dates. costs. revenues.

n 1RWH A project definition is not an account assignment object (that is. for example assignments to particular organizational units in the R/3 system. you cannot post to it).3URMHFW 'HILQLWLRQ DQG :RUN %UHDNGRZQ 6WUXFWXUH 3URMHFW GHILQLWLRQV l 3URMHFW GHILQLWLRQV l :RUN %UHDNGRZQ 6WUXFWXUHV l :%6 HOHPHQWV © SAP AG 1999 n Common abbreviations in R/3: • WBS (work breakdown structure) • WBS element (work breakdown structure element) n A work breakdown structure comprises work breakdown structure elements and their hierarchical structure. The project definition thus forms a frame round the project. © SAP AG CA800 2-6 . n The project definition contains default values and profile data for the WBS elements. n The WBS elements form the operative basis of a work breakdown structure. Planning data and actual data is recorded and aggregated at the WBS element level. The basic dates for the entire project and the planning parameters for costs and dates are stored at the project definition level.

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In addition to the transactions above, you can also use the Structure/Dates information system to
make changes to existing work breakdown structures. You can also use the Information System to
create new project structures.

n

You can use the structure planning, project planning board, and "Create work breakdown structure"
transactions in the R/3 Project System to create a work breakdown structure directly.

n

One example of how to create a work breakdown structure indirectly is to call up the "Create Network"
transaction and to copy from a standard network. If the standard network is assigned to a standard
WBS, you can generate a WBS when you save your new network.

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Assembly processing is another indirect method of generating a network or a WBS from a sales order
(see the unit entitled Assembly Processing).

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The project profile is the most important profile for the work breakdown structure. It contains default
values and control data for the project. For the sake of clarity, the project profile is subdivided into
four sections: Control, Organization, Planning board/dates and Controlling. The various fields in the
project profile are dealt with in more detail in the appendix.

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you cannot take anything away if WBSs have been already created using this project coding mask. In Release 4. n In the "Special Characters" table.H\ &RGLQJ PDVN DOSKDQXPHULF  QXPEHU 3/ © SAP AG 1999 (7 6S  /HQJWK RI WKH NH\ 6/ [ #  /HQJWK IL[HG /FN /N6 /RFN IRU VWDQGDUG :%6 /RFN IRU RSHUDWLYH :%6 63 63 63 63 63 63 63  (QWU\ WRRO  !   (GLW $1R  3URMHFWV RQO\ ZLWK FRGLQJ PDVN 6SHFLDO 3ODFHKROGHU FKDUDFWHUV RI IRU WHPSRUDU\ FRGLQJ PDVN :%6V n In the "Project Number Coding Mask" table in Customizing. This placeholder is only used if a free project coding FDQQRW be determined automatically. Please note that. how long the key should be. . there is a new indicator which you can use to define a temporary placeholder for determining a project number automatically. and whether this length is compulsory. you define the appearance of the coding masks in the Project System. © SAP AG CA800 2-9 . and you also specify the following for the project coding: whether coding must be used. you specify the special characters for WBSs. 0DVN .6. even though you can make additions to the masks later.

You will find out more about the Project Builder in this unit and in the next units of this course.quickly and efficiently. © SAP AG 1999 :RUN OLVW DQG 7HPSODWHV 'HWDLO 6FUHHQ RI REMHFW VHOHFWHG pkoSS„pfSrkE™y  g f r o  “ † … f † – o p §„S™SppfSrkE™y  r „…jy)d„… Ev„eo s„ ‚  € x w ‰ x “ §Elƒ„ „ƒE… ‰ ‚ ‚ qx † …  ‚  d ‰ “ §…EG§ppfSe„p™y † f † – o r v – r„e…kp„ˆSf ‰ Eev’i o † … ‚ v † …  §Elƒ„ „§E…kd ‰„Sp§pSsi ‚  r – – ˆ r f f u Si e¢#g Eb d s#r ¨ #h §c ¤¥€ ¦ h ¨ a c e ¦ u † ‰ eo ‰ ¥s “ “ ‡ ™† ™pj€ } “ o | – ‚ Eg E ‰ q„„pGp “  – u e ¢qS§¢„“ d c  † g i e #c )Sˆ ’ e Œ c ¢dpi e # ©c ’‘ u ¨ u e¢d§¢dS¢’E#g p ¨h ¢c #j‘ c i ¤  i © ¦ e h #¢c’§c ¢c’ e p ¨r e ™£ e d  © ¨ g  e p ¨r e ™£ ¨ g  E¥t e „Ž ¦ i c e dSq¢c §)p‹‰ c  © c Œ Š u d ¨ ¢Si ¨ e §d ¨ f §bSe #c ‡ i Eˆ c g ¦ u #§c ‡ Ei ¢h¢Sb ¨Sr S¢d a e g  © † ¨ b 0   &  Y  0 # X W '   7& G4 #`  8  … o “  v r – … o v – eE– „Sp„E„„„p™y †  ƒ  d ‰ … … ‚ E…„)„ ‚„‚p… kEEˆ Gs ¢ ¨c e ¨ © S §¢dS¢¢u E~ u ¨ ¨ u i ¤ c { ¥˜¥yzpx Sˆ §w„ SSG€ – † † – ƒ † – u r ƒ – † f lex„„§p t¢o “¥s r “ S– ‰„… ‰lk’i † ƒ g EEu ¢r ¢o ¥s  v † t “ eo “ §™o¥mn– §„lE…kd ‰„Sji ‚ † … † … ƒ – – – † ˆ ‡ S S™hˆ †S„Af „§Gx ˆ g ‰ – ˆ 6HOHFWHG REMHFW E– •A”S ‰„‘ Ep’ — “  ‘ ‚ „ˆ †SG‡ ‰  d p… ‰ “„pp… ed„™˜   ‰ … † …  ƒ ‚  € x p„)„ Ev¥yw d p ¨i e¢#c S#vt c ¢sb Sqp ¨i ¢h g ¨ ¨f ¢§Sb a g © c u ¨ r d h d e e d c #   &  Y  #  X W   V   V   '      § 0 0  U T R R I P I H F D C @ ¥EGSQQ¥¥GE§B A9 &XUUHQW SURMHFW 2YHUYLHZV RI REMHFW VHOHFWHG 8 7  64   ' 3 (2' 1 0    )' &   % $ # "    5 (   !      ¢  3URMHFW %XLOGHU . When you edit WBS’s and networks in the Project Builder you can switch between the various views (detail screen and overviews).© SAP AG CA800 2-10 n The Project Builder is a new user-friendly feature in the Project System. n The Project Builder has 3 windows: the structure overview (top left). and the project planning board . n You can use the Project Builder to create and edit a WBS or networks in an integrated environment or individually. and a display/edit area on the right. the worklist (bottom left). graphics.

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é WBS elements for which you want to plan or post revenues are flagged as billing elements. or whether it works with real costs. You can only specify that a WBS element is statistical if it is an accounting element or a billing element.QGLFDWRUV š ˜ — e™ GG–e• ” š ˜ — – e™ jkk• ” ¢ ¡ Ÿ ž v" yœv› œ š ˜ — – e™ ¥™e• ” ¢ ¡ « © v§¬ª¡ ¨ ¡ ¦ ¡ §¡ £ °¯ ­ ¡ ¦ ­ ­ ¦ ¨ ¢v"¬ª« ­2« ¡ « © ¨ §¥…£ ¦ ¤ ¤ ± ¢v2²y« 2« ¡ « © ­ ¢ ¡ v2«®ª« "« © ­ l $WWULEXWHV ¨ ¡ ¦ "°ž ·¸¶ ¹ Ÿ ¢v2«²y« 2« ¡ © ­ ³ ± µ´ ­ £ œ ¦ ¢ ¤¦ ¢ £ ¢ ¢ ¥¡2¬©2« ­2« « ³ ³ ± µ´ © SAP AG 1999 n You use operative indicators to define the characteristics of a WBS element. n Other indicators for WBS element functions during project execution are: Statistical and grouping element é The "Statistical" indicator specifies whether a WBS element is used only for statistical purposes. © SAP AG CA800 2-11 . é You use grouping WBS elements to group the material requirements from several WBS elements for components kept in project stock in one or more projects on one WBS element. and to specify what tasks the WBS element will assume during project execution: é WBS elements for which you want to plan costs are flagged as planning elements. é WBS elements to which you want to post actual costs are flagged as account assignment elements. l 2SHUDWLYH .

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6) to use persons from this team when distributing work at the activity level é Investment program items to manage and distribute a budget at a level higher than the project © SAP AG CA800 2-12 . say. to plan and follow the progress of a project é Billing plans to plan and schedule revenues é Documents and texts to give more precise specifications for a WBS element é Project team (as of Release 4. which you can use. some of them in other modules. l $VVLJQHG 2EMHFWV • ¾ kÁ jÀ ™• ˜ ¾ ¾ ’½ ¿ ˜ « ¡ ž ¥w„¢ ¤ « ­ ¦ eÁ jÀ • ¾ G• ˜ ¾ ¾ Q½ ¿ ˜ ¡ £ "¹ ­ ¨ ¡ ¦ ¢­ ¦ ­ ± ¢ œ ‹¥«E‹ž · Å £  ž ¦ ¢ ‚Æ ¦ ¡ ¢¥‹E¢ º « ³  ¯ £ 2¨ · ¡ ž ¯ ¤ v2®ª2§¼» ¢ ¡ « © Ÿ œ ž ¢ ¡ « © v§¬e¢ ¤ ª…¡ à « Ä © £ · ¨ ž · ¹ © « ªE¢ ¦ © SAP AG 1999 n You can assign objects to WBS elements to perform additional functions. Examples include: é Milestones.

you must have defined an appropriate project coding mask in Customizing.'HULYDWLRQ RI WKH :%6 +LHUDUFK\ (QWULHV $XWRPDWLF GHULYDWLRQ *RDO  3  3 ‹yÉlÈ °¯ Ë Ê Ç   3 È …¢"vÊvlÈ Ì¯ Ç È Ç Ë É Ç +LHUDUFK\ OHYHO É …Ȣǧ…vlÈ ¼¯ Ç Ë Ê É Ç  3 È Ç Ë Ê ¢§…vÉlÈ ¼¯ Ç  3 É §…vÉlÈ ¼¯ Ç Ë Ê Ç  3    3 3 3 3 . © SAP AG CA800 2-13 .H\ © SAP AG 1999 n In order to be able to derive the hierarchy from the the keys defined for the WBS elements.

You can also delete WBS elements in the hierarchy graphic. and even to insert more WBS elements. Inc std. 2SHUDWLYH LQGLFDWRU Electrical Engineering Acct.+LHUDUFK\ JUDSKLF ¤ §c ֍¢c #u  Ô#h ¦ e pÓt c ¨kÒS¢d ¨ e e c Œ © Õ e Œ u ’ Í Ñ u Ð i ¢i Ïe ¨pb Í e Î e #c ‡ i Eˆ g ¦ Ü ‚ªqE‚à‚slpQÙ Ø"× Ø Ý á Û Ú ß Þ Ý Ü Û Ú Include WBS :%6 HOHPHQW Engineering . © SAP AG CA800 2-14 .H\ Mechanical Engineering Acct. Acct. Acct. Acct. WBS std. 'HVFULSWLRQ Procurement Acct. Acct. Acct. Assembly Acct. It also enables you to change the details of individual WBS elements. 1DYLJDWLRQ DUHD 2EMHFWV WR LQFOXGH © SAP AG 1999 n The hierarchy graphic enables you to represent a WBS graphically. Acct.

define your own user statuses to attain a greater level of detail. You can. n You define user statuses in the status profile in Customizing. They control the main business transactions. If a status profile has not yet been defined in the project profile. however. n The user status can be set or deleted manually for several WBS elements at the same time.6\VWHP 6WDWXV DQG 8VHU 6WDWXV 35(/ &57' &57' &57' &57' 5(/ &57' 5(/ &57' 5(/ l :KDW IRU" 7R DOORZ RU IRUELG EXVLQHVV WUDQVDFWLRQV l :KR" 3URMHFW GHILQLWLRQ DQG :%6 HOHPHQWV l +RZ" 0DQXDOO\ RU DXWRPDWLFDOO\ l :K\ WZR" 8VHU VWDWXV DGGV GHWDLO WR WKH V\VWHP VWDWXV © SAP AG 1999 n The statuses determine which business transactions are permitted and which are prohibited in the system. you can still specify in the application which status profile should be used the first time you set a user status. The system statuses have been set up by SAP and cannot be changed. and define which business transactions are permitted or prohibited n You can also specify the sequence in which user statuses should occur. You can enter your user statuses here. n Individual status profiles can be defined for a project definition and WBS elements. © SAP AG CA800 2-15 .

© SAP AG CA800 2-16 . you can decide whether the business transaction that triggered the warning should be executed. you can now set a user status* (4XRWDWLRQ. for example) which prohibits purchase orders being created. that the business transaction &UHDWH 3XUFKDVH 2UGHU is permitted However.this means. * You must already have defined a suitable status profile in Customizing for PS. The status log contains information as to which status permits the transaction with a warning. In this case. n It is possible to permit a transaction. but to have the system issue a warning at the same time. among other things.6WDWXV )XQFWLRQ 6\VWHP DQG XVHU VWDWXVHV GHWHUPLQH ZKHWKHU EXVLQHVV WUDQVDFWLRQV DUH DOORZHG RU IRUELGGHQ $ WUDQVDFWLRQ LV SHUPLWWHG LI DW OHDVW RQH VWDWXV SHUPLWV LW DQG QR VWDWXV SURKLELWV LW $ WUDQVDFWLRQ LV SHUPLWWHG EXW D ZDUQLQJ LVVXHG LI DW OHDVW RQH VWDWXV SHUPLWV LW DQG LVVXHV D ZDUQLQJ DQG QR VWDWXV SURKLELWV LW $ WUDQVDFWLRQ LV SURKLELWHG LI RQH VWDWXV SURKLELWV LW © SAP AG 1999 n Example: The system status of a WBS element is &UHDWHG .

In the Project System.6WDWXV SURILOH 6WDWXV SURILOH  SURILOH /DQJXDJH (1 6WDWXV 1R 1R 6WDWXV 6KRUW WH[W 2%X/ 2UJEXGJHW ORFNHG 2UJ  4XRW  2UGU /RZHVW +LJKHVW . If this user status is set. © SAP AG CA800 2-17 . :%6 HOHPHQW. a warning is issued by the system when the original budget is changed.QLW . n You must create a status profile for certain types of objects. the user status "OBzS" can be set in two ways: manually. QHWZRUN KHDGHU and/or QHWZRUN DFWLYLW\.QLW VWDW VWDW 4XRWDWLRQ   <HV 2UGHU   6WDWXV SURILOH  SURILOH 6WDWXV 2%X/ %XVLQHVV WUDQVDFWLRQ $OORZHG :DUQLQJ 'LVDOOG %XGJHWLQJ [ &RQILUPDWLRQ 1R LQIO LQIO [ 6HW 'HOHWH [ © SAP AG 1999 n In the above example. or automatically as a follow-on action when an original budget is entered. these are: SURMHFW GHILQLWLRQ.

n As of Release 4. © SAP AG CA800 2-18 . A so-called "milestone group" is made up of several standard milestones. n Milestones are created either manually or by copying from a standard milestone. They are assigned to individual WBS elements or activities (see the unit "Networks"). If you wish. It is created in Customizing for PS.0LOHVWRQHV LQ WKH :%6 6DOHV GRFXPHQW GDWH 10% 3URJUHVV DQDO\VLV 40% 80% 0LOHVWRQH WUHQG DQDO\VLV )RU LQIRUPDWLRQ SXUSRVHV 10% 20% 70% $Q\ FRPELQDWLRQ © SAP AG 1999 n Milestones are events that are of particular significance or interest to the project flow. you can use milestones for the purposes of milestone trend analysis. you can also include a group of milestones. n Standard milestones can only be used to copy from (in other words. and individual standard milestones are assigned to the group. they cannot be used in the operative process).5. n Milestones can be used both in operative WBS’s and standard WBS’s.

8VHU'HILQHG )LHOGV LQ :%6 (OHPHQWV )LHOG NH\ 'HWHUPLQHV QDPHV RI XVHUGHILQHG ILHOGV 8VHU ILHOGV $OSKDQXPHULF [.

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If you evaluate user-defined fields in the information system and use different field keys. the name of the user-defined field itself changes. two value fields with currency units. but the contents of the field stays the same. If you change the field key for the WBS element. n The field key determines the name of the respective user field. two date fields and two checkboxes. The system provides two text fields 20 characters long. two text fields 10 characters long. you can use a user exit to develop additional fields for WBS elements (and the project definition). two quantity fields with quantity units. © SAP AG 1999 n You can enter specific data in user-defined fields for every WBS element. You define field keys in PS Customizing. n If the user-definable fields available do not satisfy your requirements. n You can define a user exit that enables you to develop your own special checks for user-defined fields. this can cause confusion and lead to misinterpretation (due to the different names of the user-defined fields). © SAP AG CA800 2-19 . and specifies whether it is ready for input.

At the same time. You use either the R/3 SAPscript Editor or Microsoft Word to enter PS texts.). n PS texts can be categorized according to text type (for example. however. idea. © SAP AG CA800 2-20 . n Documents relating to WBS elements can be displayed in a browser on the Internet or on an intranet. it is possible to use the same PS text several times in different work breakdown structures. n You can only assign documents to WBS elements if the R/3 Document Management System (DMS) has been implemented and configured accordingly. the PS texts themselves are physically stored in the R/3 System. etc.3URMHFW 'RFXPHQWDWLRQ 36 WH[WV IRU LQVWDQFH :RUG ILOHV 'RFXPHQWV )RU LQVWDQFH DXGLR DQG YLGHR ILOHV DQG &$' GUDZLQJV /RQJ WH[WV © SAP AG 1999 n You can enter PS texts for each WBS element. Whichever option you use. n You can assign PS texts to copy templates (standard WBS’s). n You cannot assign either PS texts or documents to the project definition. note.

you can create assignments to documents in the Document Management System. © SAP AG CA800 2-21 . In the Project Builder.$VVLJQLQJ 'RFXPHQWV LQ 36 Identification / view selection Activity Details Overview Linked documents Current Version All versions Worklist Templates Individual objects WBS element Network Activity © SAP AG 1999 n In PS. you can assign documents either in the document overview or by dragging and dropping from the template area. The picture above depicts the Project Builder. or you can create new documents.

&UHDWLQJ 'RFXPHQWV#ZHE .

you can assign documents to your project on the Internet (service CNW4). network activity) é The document is checked in to the Knowledge Provider (KPRO) © SAP AG CA800 2-22 .6C. the following activities are performed in a single step: é A document master record is created é This master record is linked to the object in question (WBS element. n If you use this functionality. of hits Description Project def. Exit ê ä Q)çpðqpvSíë A‚çèl‚lã"â ã ï î ã ì ê é æ å ä Define access objects Project definition WBS element Network Read Description Definition Maximum no. Elevator Elevator XL Demo: Documents@web © SAP AG 1999 n As of Release 4.

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© SAP AG CA800 2-23 . Please note. n All of the documents pertaining to your project are displayed in an overview. though. Exit ê ä ç ã î ï )Qpð’S¥ªî¥§$ë A‚àl‚‚2â ã ì ê é ç æ å ä ã Legend Activity Define access objects Project definition Document WBS element Network Read Create document link Create document link Create document link Create document link Create document link © SAP AG 1999 n You can use Documents@Web to create new documents and assign them to activities or WBS elements. It does not matter whether the link was created in R/3 or using Documents@web. that it is not possible to link a new document to an existing document.

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You can use a search engine to find these documents . Exit Help ê é Q‹çõ‚lä…yôlé ‹ñ æ å ã â ó ò Object link Are you looking for a document that is linked to a specific object type? If so. enter these criteria and enter the appropriate values to the right. Find: Do you know any values for any of the criteria listed below? If so.you do not need to have access to the SAP GUI of the SAP system. Delete Document content Logic Find © SAP AG 1999 n This search functionality gives you Web access to find documents in the Document Management System (DMS). n If you enter the following data. If not. enter these below. you will speed up your search considerably: é Data from the document info record (metadata) é Contents of the original file (full-text search) é Data from projects to which the document is assigned é Characteristic values (when the documents are classified) n You can run the full-text search and attribute-based search using the components of the Index Management Service (IMS)." No object type Criteria You can enter search criteria in one or both areas. Prerequisite for full-text search: the Knowledge Provider (KPRO). © SAP AG CA800 2-24 . Do you know any keywords from the document or the linked object? If so. select "No object type. select the object type in question.

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you can process the documents as follows: é You can display the document info record and the original files to which the document is linked é You can change the original file and transfer the data immediately from your Web browser to the SAP system. Exit Help )ë lö2)‹à‚A…yâ2)‹à‚A…2ôólé …ñ ê ò ê é ç æ å ä ã ê é ç æ å ä ã â ò Document list 1 document found Search conditions: Administrator Originals Object link Document content: Logic To search © SAP AG 1999 n The results of the search are displayed in a list. © SAP AG CA800 2-25 . é You can start a company-specific process for a selected document (for example. From this list. changing the status).

7LSV IRU :RUN %UHDNGRZQ 6WUXFWXUHV l 8VH FRGLQJ PDVNV l 'HILQH FRGLQJ PDVNV HDUO\ RQ  ORFN WKHP LI UHTXLUHG l :%6 HOHPHQWV EHORQJ WR RQH SURMHFW GHILQLWLRQ  WKH\ FDQQRW EH DVVLJQHG WR DQRWKHU SURMHFW GHILQLWLRQ ODWHU l 6SHFLI\ ZKR LV UHVSRQVLEOH IRU WKH YDULRXV :%6 HOHPHQWV l 'RQ W XVH PRUH WKDQ  :%6 HOHPHQWV RWKHUZLVH V\VWHP SHUIRUPDQFH ZLOO VXIIHU.

R/3 Frontend. see notes 68383 and 206264 in the SAPNet . © SAP AG 1999 n For advice on improving performance in the Project System. © SAP AG CA800 2-26 .

In the latter case. you can decide whether you want to transfer the whole structure or only a part of it. You can do this manually or by using templates. © SAP AG CA800 2-27 . You can also include several templates in an operative work breakdown structure. The template can be a standard work breakdown structure or an existing operative work breakdown structure.7HPSODWHV DQG :RUN %UHDNGRZQ 6WUXFWXUHV 2SHUDWLYH 6WUXFWXUHV 7HPSODWHV © SAP AG 1999 n You can now create operative WBS elements.

:RUN %UHDNGRZQ 6WUXFWXUHV 8QLW 6XPPDU\ l 7KH ZRUN EUHDNGRZQ VWUXFWXUH LV WKH RSHUDWLYH EDVLV IRU IXUWKHU SODQQLQJ LQ SURMHFWV l $ ZRUN EUHDNGRZQ VWUXFWXUH FRQVLVWV RI D SURMHFW GHILQLWLRQ DQG :%6 HOHPHQWV ZLWK KLHUDUFKLFDO UHODWLRQVKLSV l .W LV SRVVLEOH WR DVVLJQ GRFXPHQWV 36 WH[WV DQG PLOHVWRQHV WR :%6 HOHPHQWV l 6WDQGDUG ZRUN EUHDNGRZQ VWUXFWXUHV FDQ EH XVHG DV WHPSODWHV WR FRS\ IURP WKLV VDYHV WLPH.

© SAP AG 1999 © SAP AG CA800 2-28 .

This means that you will need to deactivate the lock logic for Customizing – otherwise participants will block each other when they work through the exercises. attendees will also work through some Customizing exercises. 6\VWHP → 6HUYLFHV → 5HSRUWLQJ 3URJUDP ³=6(142))´ &OLFN WKH ³([HFXWH´ LFRQ You have now deactivated the lock logic in the client for the training course.:RUN %UHDNGRZQ 6WUXFWXUHV  ([HUFLVHV 8QLW :RUN %UHDNGRZQ 6WUXFWXUHV • Project profile • Project Builder • Hierarchy graphic 7RSLF . Do this by running the appropriate report. Go back to the SAP Easy Access Menu.QVWUXFWRU 3UHSDUDWLRQV 1-1 During this training course. &OLFN WKH ³%DFN´ LFRQ WZLFH.

7RSLF :RUN %UHDNGRZQ 6WUXFWXUHV In the following exercises. and tailor it to your needs. 1-2 © SAP AG First of all. you will create a work breakdown structure (WBS). You will also use an older transaction (“Change Work Breakdown Structure”) – but only for the purpose of comparison. The main transaction you will use to do this will be the Project Builder transaction. create a project profile in Customizing. Assign your user to the project manager (person responsible) that corresponds to your course group number. Use profile 1004 as a template to copy from. CA800 2-29 .

1-2-1 Create the project profile GR## (*5
Use profile 1004 to copy from.

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1-2-2 Change some of the settings in your profile (GR##):
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&OLFN WKH ³6DYH´ LFRQ 7R H[LW WKH WUDQVDFWLRQ FOLFN WKH ³%DFN´ LFRQ WZLFH 1-2-3 Assign the person responsible ## (project manager) to your user.&RQWUROOLQJ tab page: )LHOG 1DPH 9DOXHV 1RQH Budget profile Leave other fields as they are Save your project profile. 3URMHFW 6\VWHP &XVWRPL]LQJ 6WUXFWXUHV → 2SHUDWLYH 6WUXFWXUHV → :RUN %UHDNGRZQ 6WUXFWXUH :%6. and exit the project profile transaction.

call up the Project Builder. &OLFN WKH ³6DYH´ LFRQ 7R H[LW WKH WUDQVDFWLRQ FOLFN WKH ³%DFN´ LFRQ 1-3 To create a work breakdown structure. → 6SHFLI\ 3HUVRQV 5HVSRQVLEOH IRU :%6 (OHPHQWV )LQG SHUVRQ UHVSRQVLEOH (QWHU \RXU XVHU QDPH LQ WKH ³2IILFH XVHU³ ILHOG Save your changes. 6$3 PHQX /RJLVWLFV → 3URMHFW 6\VWHP → 3URMHFW → 3URMHFW %XLOGHU 6HOHFW 3URMHFW %XLOGHU E\ GRXEOHFOLFNLQJ. and exit the transaction for maintaining persons responsible.

1-3-1 Create a project called E-99##. *5 Description *5 Project profile 6' 3URMHFWV. &OLFN WKH ³&UHDWH´ LFRQ → 3URMHFW 1-3-2 Enter the following data in the project definition: )LHOG 1DPH 9DOXHV ( Project def.

&RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³(QWHU´ LFRQ © SAP AG CA800 2-31 .

1-3-3 Create a WBS element. Enter the following data: :%6 HOHPHQW 'HVFULSWLRQ (QJLQHHULQJ @1 0HFKDQLFDO (QJLQHHULQJ @11 (OHFWULFDO (QJLQHHULQJ @12 &OLFN WKH ³:%6 HOHPHQW RYHUYLHZ´ LFRQ (QWHU WKH DERYH GDWD &RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³(QWHU´ LFRQ 1-3-5 Up to this point. )LHOG 1DPH 9DOXHV ( WBS element Description &OLFN WKH ³7HPSODWHV´ LFRQ *5 ([SDQG WKH ³. you have not structured the WBS elements hierarchically. This WBS element should have the same number and description as the project definition you have just created. &OLFN WKH ³6DYH´ LFRQ © SAP AG CA800 2-32 . &KRRVH 3URMHFW → 'HULYH VWUXFWXUH → ([HFXWH 1-3-6 You have now created a simple structure. Save this structure before you continue. Do this now by deriving the hierarchy.QGLYLGXDO REMHFWV´ QRGH FOLFN WKH REMHFW ³:%6 HOHPHQW´ DQG NHHSLQJ \RXU ILQJHU GRZQ RQ \RXU PRXVH EXWWRQ GUDJ WKLV XS DQG GURS LW RQ WKH SURMHFW GHILQLWLRQ (QWHU WKH GDWD DERYH &RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³(QWHU´ LFRQ 1-3-4 Now create more WBS elements manually in the WBS element overview.

You will name persons responsible. Enter the following data: :%6 HOHPHQW $FFW 3( %LOO E-99## x x x E-99##-1 x x E-99##-1-1 x x E-99##-1-2 x x 'UDJ \RXU :%6 IURP WKH ³:RUNOLVW´ DUHD XS WR WKH ³6WUXFWXUH´ DUHD WRS OHIW DUHD. First. enter descriptions. You will use the Project Builder to make all changes. define milestones. call up your project in the Project Builder.1-4 You will now enter details for the WBS elements. and set operative indicators. 1-4-1 Start by setting the operative indicators.

Q WKH ³5HVSRQVLEOH SHUVRQ´ ILHOG HQWHU \RXU FRXUVH JURXS QXPEHU &RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³(QWHU´ LFRQ 1-4-3 Assign status profile 13000000 to the level 1 WBS element. 6HOHFW WKH SURMHFW GHILQLWLRQ &OLFN WKH ³:%6 HOHPHQW RYHUYLHZ´ LFRQ ± WKLV ZLOO HQDEOH \RX WR HGLW DOO RI WKH :%6 HOHPHQWV DW WKH VDPH WLPH 6HOHFW WKH OHYHO  :%6 HOHPHQW &KRRVH (GLW → 6WDWXV → 6\VWHPXVHU VWDWXV. In each case. Start from the WBS element overview.Q WKH ³6WDWXV SURILOH´ ILHOG HQWHU  &RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³(QWHU´ LFRQ DQG FOLFN ³<HV´ LQ WKH GLDORJ ER[ WKDW DSSHDUV 7R UHWXUQ WR WKH 3URMHFW %XLOGHU FOLFN WKH ³%DFN´ LFRQ © SAP AG CA800 2-33 . . &KRRVH WKH ³5HVSRQVLELOLWLHV´ WDE SDJH . &OLFN WKH ³:%6 HOHPHQW RYHUYLHZ´ LFRQ ± WKLV ZLOO HQDEOH \RX WR HGLW DOO RI WKH :%6 HOHPHQWV DW WKH VDPH WLPH &KRRVH WKH ³%DVLF GDWD´ WDE SDJH (QWHU WKH DERYH GDWD DQG FRQILUP E\ FKRRVLQJ WKH ³(QWHU´ LFRQ 1-4-2 Now name the persons responsible for the individual WBS elements. specify your course group number as the person responsible.

&OLFN WKH ³6DYH´ LFRQ © SAP AG CA800 2-34 . Enter the following data: )LHOG 1DPH 9DOXHV Description Kick-off Meeting Group ## Usage 00001 Offset  Unit Day . create a PS text for the level 1 WBS element.1-4-4 Create a milestone for the level 1 WBS element.Q WKH ³7HPSODWHV´ DUHD FOLFN WKH REMHFW ³0LOHVWRQH´ DQG GUDJ LW XS WR WKH OHYHO  :%6 HOHPHQW (QWHU WKH DERYH GDWD &RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³(QWHU´ LFRQ 1-4-5 In order to document your project. This milestone should denote the kick-off meeting for the project. Enter the following data: )LHOG 1DPH 9DOXHV  ST (text type) 3URMHFW Description /HDYH HPSW\ T (text format) /HDYH HPSW\ TT (language) 6HOHFW WKH WRS :%6 HOHPHQW LQ WKH VWUXFWXUH WUHH 2Q WKH GHWDLO VFUHHQ FOLFN WKH ³36 WH[W RYHUYLHZ´ LFRQ (QWHU WKH GDWD DERYH &RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³(QWHU´ LFRQ DQG WKHQ HQWHU D WH[W RI \RXU FKRLFH 7R H[LW WKH WH[W FOLFN WKH ³%DFN´ LFRQ 1RZ FOLFN WKH ³:%6 HOHPHQW´ LFRQ WR JR EDFN WR ZKHUH \RX VWDUWHG 1-4-6 You have already made a whole range of settings in your work breakdown structure. Now save your project.

your project structure is still too simple to manage the project effectively. With this transaction you can make the same changes to WBS elements as in the Project Builder. 6$3 PHQX /RJLVWLFV → 3URMHFW 6\VWHP → 3URMHFW→ 6SHFLDO 0DLQWHQDQFH )XQFWLRQV → :RUN %UHDNGRZQ 6WUXFWXUH :%6. For once use the older “Change work breakdown structure” transaction. For this reason. please add more WBS elements to the WBS.1-5 Unfortunately.

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and incorporate the last 2 WBS elements into your project. Replace the keys of the WBS elements with keys of your own (E-99##). (QWHU WKH QDPH RI \RXU SURMHFW GHILQLWLRQ &OLFN WKH ³:%6 HOHPHQW RYHUYLHZ´ LFRQ 1-5-2 Do not create the new WBS elements manually – include them by transferring them from the standard WBS E-1004. 1-5-1 Call up the WBS element overview for your project. Use the following data. )LHOG 1DPH 9DOXHV WBS element on level 2 E-1004 Without root [ [ Right 6HOHFW WKH OHYHO  :%6 HOHPHQW &KRRVH 3URMHFW → &RS\ IURP &KRRVH WKH 6WDQGDUG :%6 WDE SDJH DQG HQWHU WKH GDWD DERYH &RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³:%6 HOHPHQW RYHUYLHZ´ LFRQ 6HOHFW RQO\ WKH ODVW WZR :%6 HOHPHQWV 7R UHSODFH WKH NH\ ³´ ZLWK WKH NH\ \RX ZDQW WR XVH IRU \RXU SURMHFW FOLFN WKH ³5HSODFH´ LFRQ 7KHQ FOLFN WKH ³.QFOXGH´ LFRQ ± WKLV ZLOO FRS\ WKH VHOHFWHG :%6 HOHPHQWV WR \RXU SURMHFW © SAP AG CA800 2-35 .

Use the &RQQHFW icon to do this. To do this.HHSLQJ \RXU ILQJHU GRZQ RQ \RXU OHIW PRXVH EXWWRQ GUDJ D OLQH IURP WKH OHYHO  :%6 HOHPHQW WR WKH :%6 HOHPHQW FDOOHG ³4XDOLW\ $VVXUDQFH´ To deactivate the “Connect” function. click on an empty space in the display area. Enter the following data: )LHOG 1DPH 9DOXHV WBS element E-99##-4 Description Quality Assurance &OLFN WKH ³+LHUDUFK\ JUDSKLF´ LFRQ &KRRVH 9LHZ → 6WDQGDUG &OLFN WKH :%6 HOHPHQW WKDW FDQ EH LQVHUWHG 7KHQ FOLFN VRPHZKHUH LQ WKH GLVSOD\ DUHD (QWHU \RXU GDWD DV VSHFLILHG DERYH DQG FRQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³%DFN´ LFRQ 1-5-4 The new WBS element is still at the wrong hierarchy level.1-5-3 Create another WBS element in the hierarchy graphic – this WBS element is for planning your quality assurance measures. &OLFN WKH ³&RQQHFW´ LFRQ <RXU FXUVRU ZLOO QRZ DSSHDU DV D SHQFLO LQ WKH GLVSOD\ DUHD . 1-5-5 Exit the hierarchy graphic. you must first display the standard view of the hierarchy graphic. and save your changes. Assign it to level 2 of the hierarchy. &OLFN WKH ³%DFN´ LFRQ 7KHQ FOLFN WKH ³6DYH´ LFRQ © SAP AG CA800 2-36 .

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$FWLYLWLHV DQG 1HWZRUNV 8QLW 2EMHFWLYHV $W WKH FRQFOXVLRQ RI WKLV XQLW \RX ZLOO EH DEOH WR l &UHDWH DFWLYLWLHV DQG RSHUDWLYH QHWZRUNV DQG VWUXFWXUH WKHVH WR D KLJK GHJUHH RI GHWDLO l 0DNH WKH QHFHVVDU\ &XVWRPL]LQJ VHWWLQJV IRU QHWZRUNV © SAP AG 1999 © SAP AG CA800 3-2 .

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$FWLYLWLHV DQG 1HWZRUNV %XVLQHVV 6FHQDULR l .Q SDUWLFXODU WKH SURFXUHPHQW SURFHVV LV WR EH WULJJHUHG IURP WKH 3URMHFW 6\VWHP <RX IDPLOLDUL]H \RXUVHOI ZLWK QHWZRUN SODQQLQJ LQ WKH 6$3 5 6\VWHP DQG GUDZ XS D VXPPDU\ RI WKH RXWFRPH IRU \RXU PDQDJHU <RX SUHSDUH DQ H[DPSOH DQG XVH WHPSODWHV WR FRS\ IURP © SAP AG 1999 © SAP AG CA800 3-4 .Q IXWXUH SURMHFWV LQ \RXU FRPSDQ\ VFKHGXOLQJ DQG UHVRXUFH SODQQLQJ ZLOO SOD\ DQ LQFUHDVLQJO\ LPSRUWDQW UROH .

:KDW $UH $FWLYLWLHV DQG 1HWZRUNV 8VHG IRU" 'DWH SODQQLQJ 6FKHGXOLQJ 7 65420 31 ()' &RVW SODQQLQJ &RVWLQJ 5HVRXUFH SODQQLQJ 0DWHULDO ODERU FDSDFLW\ GRFXPHQWV ([HFXWLRQ &RVWV GDWHV RYHUKHDGV FDSDFLW\ ORDG UHGXFWLRQ 0RQLWRULQJ 3URJUHVV DQDO\VLV FDSDFLW\ ORDG XWLOL]DWLRQ © SAP AG 1999 n . © SAP AG CA800 3-5 . An activity uses the budget of the WBS element to which it is assigned.PSRUWDQW: you cannot allocate a budget to a network .you can only allocate budgets to WBS elements.

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They store default values and control data for the network in question. and. n The QHWZRUN SURILOH. the QHWZRUN W\SH and SDUDPHWHUV IRU QHWZRUN W\SH are discussed in detail in the appendix. the network profile and the network type are passed on to the system. as is the reference to a plant. searches for control data and default values in three other tables in Customizing: the 3DUDPHWHUV IRU QHWZRUN W\SH the &RQILUPDWLRQ SDUDPHWHUV and the 6FKHGXOLQJ SDUDPHWHUV profiles. n When you create a network.1HWZRUN 7\SH DQG 1HWZRUN 3URILOH 1HWZRUN SURILOH &RQWURO NH\V JUDSKLF SURILOHV ILHOG NH\V  1HWZRUN W\SH 6HWWOHPHQW SURILOH VWDWXV SURILOH UHVLGHQFH WLPHV  1HWZRUN W\SH SDUDPHWHUV +HDGHUDFWLYLW\ DFFRXQW DVVLJQPHQW FRVWLQJ YDULDQWV FKDQJH SURILOH  f© £¡ © a  E %` de! ¦¥¤c !  b!  A`Y 6FKHGXOLQJ SDUDPHWHUV 6FKHGXOLQJ W\SH 6FKHGXOH DXWRPDWLFDOO\ LQGLFDWRU UHGXFWLRQ VWUDWHJ\  &RQILUPDWLRQ SDUDPHWHUV &KHFNV ZRUNIORZ SURSRVH GHIDXOW  f© £¡ © a  E %` de! ¦¥¤c !  b!  A`Y f© £¡ %` de! ¦¥¤c ! © b!  EA`Y a X C C S &# I C B 9 %WV UT !¡ RQPHG© FEDC¡A£ @8 © SAP AG 1999 n The network profile and network type are important tables in PS Customizing where you specify the characteristics of a network. The system takes the plant and the network type. on the basis of these. © SAP AG CA800 3-7 .

you can assign a network to a work breakdown structure. The planning data entered for activity elements supplements the planning data of the activities. n You use activity elements to split activities up into more detail. n Relationships determine the order in which activities are carried out.QWHUQDOH[WHUQDO QXPEHUV l 1HWZRUN KHDGHU 1HWZRUN KHDGHU 'HIDXOW YDOXHV FRQWURO YDOXHV $FFRXQW DVVLJQPHQW REMHFW l $FWLYLWLHV 3ODQQLQJ HOHPHQW $FFRXQW DVVLJQPHQW REMHFW l $FWLYLW\ HOHPHQWV l 5HODWLRQVKLSV * if the network is header assigned ** if the network is activity assigned © SAP AG 1999 n The network header contains default organizational assignment and control data that applies to the entire network (similar to the project definition for WBS elements). or a superordinate network (if you work with subnetworks).1HWZRUN 6WUXFWXUH l 1HWZRUN . Consequently. a sales order. relationships . The network is scheduled at the activity level. n Activities form the basis for planning and executing networks. Each activity can be assigned to any WBS element (as long as it is an account assignment element).are essential for scheduling networks.and the duration of the activities . © SAP AG CA800 3-8 . In the network header.

Purchase requisitions are generated that are processed in Purchasing. They contain the working time and the duration of the activity.1HWZRUN $FWLYLWLHV . for example expenses or insurance premiums. The assignment of the work center to a cost center provides an activity type and a rate so that planned costs can be calculated for the activity. © SAP AG CA800 3-9 . n General cost activities allow you to plan cost that cannot be assigned to neither internal nor external activities.QWHUQDO 3URFHVVLQJ :RUNVHUYLFHV SHUIRUPHG LQKRXVH &RQWURO NH\ ([WHUQDO 3URFHVVLQJ 3XUFKDVLQJ RI ZRUNVHUYLFHV X%WHCb¤i$ E#©s ©$h E© !¡ R%iq© i"p ¤ C¡ !   v ¡ @ASF£uCB%¤tI X &¡ %W !C ¨I $ h E© !¡ ©q%T%4© i2p 3ODQQLQJ RI DGGLWLRQDO SULPDU\ FRVWV 6&ii` £©` ¦¥¤¡¢  £ &RVWV DFWLYLW\ C $ Fd! T !Ch  B¡ © P` d g 3XUFKDVLQJ RI VHUYLFHV ZLWK VHUYLFH VSHFLILFDWLRQV C$` 6d! irI © hE© !¡ q$%ii4© i2p 6HUYLFHV © SAP AG 1999 n Internally processed activities contain a work center at which the work is to be carried out. n External activities are used for procuring activities or services that are not procured within your company.

it is possible to complement an internal processing activity. they do not have any relationships or durations. For example. which describes the transportation of a material. external processing elements. n Activity elements have almost the same functionality as activities. For this reason. The activity elements themselves do not affect scheduling. which describes the insurance for that transportation process. Materials and relationships are assigned to the superior activity. © SAP AG CA800 3-10 .$FWLYLW\ HOHPHQWV l )RXU W\SHV . with a cost element. Types of activity elements include: internal processing elements. n Example: several departments in your company work on the same activity. You use activity elements to enable each department to plan independently while at the same time being bound to the scheduling data defined for the higher-level activity. All activity elements have a date reference to the activity to which they are assigned.QWHUQDO SURFHVVLQJ H[WHUQDO SURFHVVLQJ FRVWV VHUYLFHV l 5HIHUHQFH GDWHV 6WDUW RU ILQLVK l 5HVRXUFHV :RUN &DSDFLW\ 0DWHULDOV 5HODWLRQVKLSV © SAP AG 1999 n Activity elements allow you to map network activities in greater detail. and general costs elements.

n In the network structure graphic. you can display relationships "time dependently". By default. all relationships are displayed as FS relationships in the network structure graphic. © SAP AG CA800 3-11 . You can enter additional data (such as a time interval or factory calendar) on the detail screen of each relationship.5HODWLRQVKLSV 7LPH VHTXHQFH /RJLFDO VHTXHQFH i‚‚ u‰A‰‡ˆ4T‚ƒ‚ƒ¤€€  ‡ …„  T )††R…i„ T E@Si©©&R&Q dd xy%%¨ww Ex S && )6 UHODWLRQVKLS •q R–4– ‰T•4¤ qHHA‰u‰%ˆq RT”” • –– ‰• h6gf e ˜ deƒ™¦˜— kosl kˆt“svqrpwnv k)jq vlFuHuˆt“rrooWmHmlqii ks k sqpn kj 66 UHODWLRQVKLS •q R–4 ‰T•4¤ qHHA‰u‰%ˆ–q RT”” • –– ‰• X%HHFCWC¤%i%&& % E#“©si$% X E#©s$ ¦¥¦¥£’‘   ¤¡¢ £¡ )) UHODWLRQVKLS 6) UHODWLRQVKLS  bD#x£# £  !! &qgg &q©T © |}{y z –†4% ‡ˆ%ˆ††¨ ˆRe€ƒ€4R–r~~ –† ‡–†† © SAP AG 1999 n Relationships determine the chronological sequence of the individual activities in a network (or standard network). in order to illustrate the logical sequence of events.

05.2000 24. n The cycle analysis is a function that you can only perform in the network graphic. and correct them.07.04.02. when you pass through the sequence of relationships).2000 07.2000 64 30 31.02.1HWZRUN *UDSKLF $FWLYLW\ $FWLYLW\ QXPEHU 34 0 17.2000 † }… 5HODWLRQVKLS 21. you end up back at the same activity. when you start out from an activity. © SAP AG CA800 3-12 . n You can access the network structure graphic from various transactions in the Project System (from the network.02.04.2000 10.2000 H„Wƒ‚ 34 0 † {… 16.2000 07. Cycle analysis is a tool that enables you to detect cyclical relationships. If the activity-relationship-activity path is cyclical.02.04.2000 'XUDWLRQ 'HVFULSWLRQ Procurement 18.2000 H„Fƒƒ‚ 07.2000 34 34 08.2000 Mechanical Layout H„Wƒ6‚ Specification &RQWURO NH\ )ORDWV (DUOLHVW ILQLVK /DWHVW ILQLVK © SAP AG 1999 n All of the functions you need to create a network are available in the network structure graphic (functionality for inserting activities or relationships.05.2000 04.07.2000 Electronic Layout 21. for example).2000 28. and from the Structure/Dates information system.2000 † }… H„Wƒ6‚ 06. A cycle is a closed sequence of relationships and activities ("closed" means that. for example).07. from time scheduling.07.03.05. you will not be able to schedule the network.2000 † }… 18.06.

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© SAP AG CA800 3-13 . you can reference the dates of the superordinate activity (you can of course also enter definite dates without referencing the activity). the assignment of texts and documents as well as the planning of milestones. When you plan milestone dates or determine the dates on which materials are required. /DERU FDSDFLW\ UHTXLUHPHQWV ‡ l ([WHUQDO SURFHVVLQJ l 0DWHULDO l 'RFXPHQWV 36 WH[WV l 0LOHVWRQHV 0DWHULDO 36 WH[WV 0LOHVWRQHV © SAP AG 1999 n Resource planning in networks includes the planning of internal and external activities. the procurement of materials.

© SAP AG 1999 &qRi%Ti— ©& ©` &q C© ! T !Ch  ! &iREiA©i© ˜ C $ ¡$ £ ¥ ©s$E £ $%i4i¦ !© i— &q !C© T !Ch %P%qR$u¡` d WExi !© — C $   © & & © £ E £  Ex S©& d y%%&¨w © S £ $ ! iPi6©#A¡£ 9 X £©© CX %WCxiRH’%“— & Cs& E F`TR¤ !C¡  ©“p %sT& CWDCc¥–•%R“%44 © B $©s I ” ’‘ &© & R¤ !¡ © HEC9Š  ! !& 4© Ž & ¤¡ !¡ RR©qA$T¤¡%qA©£R¤b¡£ 9 E & £# & Œ ¡` ¡$ £  !& i©%¤%ySTRET C¦ !© ‹Š #  ! ¤¡ d R‰ &q !C© T !Ch P%%RqRTA¡` d WEE%¦i !© Fˆ C $ ©&&©$ £  £  (OHYDWRU &ODVVLF 36 0RGHO 1HWZRUNV 1HWZRUN /HYHOV .© SAP AG n CA800 3-14 You can display the various levels in networks in the 2YHUYLHZ WUHH in the &KDQJH QHWZRUN transaction.

date 3DUDPHWHU IRU SODQQHG GDWH LQ UHODWLRQ WR DFWLYLW\ 0DQXDO SODQQHG GDWH © SAP AG 1999 n Milestones are events that are of particular significance to the project flow. $FWLYLW\ WR ZKLFK WKH PLOHVWRQH LV DVVLJQHG Concept finished Activity Enter concept Usage Progress analysis Milestone functions Progress analysis Release stop ind. You can assign milestones to activities or WBS elements. you should create standard milestones. and use these as templates to copy from. Actual date 3DUDPHWHU IRU ELOOLQJ SODQ Offset Sched. n If you want to use particular milestones several times in project planning.$FWLYLW\ 0LOHVWRQHV 8QLTXH PLOHVWRQH QXPEHU ID Concept finished Milestone Basic data Functions Usage Admin. n You use milestones in the Project System for the following tasks and functions: é To trigger defined milestone functions in activities é For the milestone technique of progress analysis é To determine dates in a sales order é For information purposes é For milestone trend analysis (as of Release 4.5) © SAP AG CA800 3-15 . 3DUDPHWHU IRU SURJUHVV DQDO\VLV Sales document date Perc of completion Billing plan Trend analysis InvoicePercentg Offset to activity Dates Latest dates Fixed date Offset to fin.

0LOHVWRQH )XQFWLRQV Identification Milestone Basic data Concept Functions Usage ([DPSOH 1DPH RI VWDQGDUG QHWZRUN IRU ³.Sts User sts Change Once Activa REL Release up to stop indicator Include standard network 7ULJJHU PDQXDOO\ RU XVLQJ VWDWXV" Create network Include subnetwork Start workflow task )XQFWLRQ WKDW WKH PLOHVWRQH LV WR WULJJHU 6WDWXV WKDW WULJJHUV WKH PLOHVWRQH IXQFWLRQ 7ULJJHU E\ VHWWLQJ RU GHOHWLQJ WKH VWDWXV" © SAP AG 1999 n Milestone functions are functions in a network that are predefined by SAP. Concept Activity Enter concept Milestone functions Functions Parameter Function Release following activities Syst. You can use them to trigger a sequence of steps that carry out a business process.QFOXGH VWDQGDUG QHWZRUN´ Administr. Examples: é Release subsequent activities é Release up to stop indicator é Include standard network é Create network é Include subnetwork é Start workflow task © SAP AG CA800 3-16 .

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) n You can also copy the relationships of the higher-level activity to the subnetwork. sales order assignment and.6. relevance for scheduling.Q VXEQHWZRUN KHDGHUDFWLYLW\ GDWD . n You can define subnetworks for subnetworks (until you have achieved the level of detail you require). n The control key of the higher-level activity is changed on the basis of the network type of the higherlevel network and of the subnetwork. you can schedule these PM orders from the Project System. ‡ l :KDW" . In other words. etc. © SAP AG CA800 3-17 . The basic dates of the activity are copied to the basic dates of the header of the subnetwork. configuration data are taken from the header of the network. This determines which tasks are carried out by the higher-level activity (relevance for costing. As of Release 4. if applicable.Q DFWLYLW\ FKDQJH FRQWURO NH\ ‡ ‡ © SAP AG 1999 n There is an exchange of data between the network and the subnetwork: the WBS assignment. the profit center and the business area. and so on. and it is possible to copy the settlement rule. you can create a subnetwork for a subnetwork for a subnetwork. n You can also create maintenance orders (PM orders) as subnetworks of a network.

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you might define a rule whereby settlement is made to the corresponding WBS element. this means that dates can be exchanged between activities and WBS elements during scheduling. First. Third. © SAP AG 1999 n There are several reasons why activities are assigned to WBS elements. Second. but has no influence on time scheduling of WBS elements. or you might specify that the settlement rule of the corresponding WBS element should be used. it is possible to define a settlement rule automatically for the activities. © SAP AG CA800 3-18 . this assignment is used for cost planning purposes. The assignment has the same functionality as in the case of the activities. For example. n Activity elements are also assigned to WBS elements.

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the activities will be included right from the start. there are two ways in which you can proceed. © SAP AG CA800 3-20 . you can start by creating an operative WBS (by copying a template and all its activities) .in this case. if you use standard networks that are assigned to standard WBS’s). In the latter case.in this case. Alternatively.7HPSODWHV DQG 1HWZRUNV ZLWK :%6 2SHUDWLYH 6WUXFWXUHV 7HPSODWHV © SAP AG 1999 n If you use templates that are assigned to each other (that is. Either you start by creating an operative network (from a template) . a WBS will be assigned when you save. project planning board or structure planning transactions. you can use the Project Builder.

$FWLYLWLHV DQG 1HWZRUNV 8QLW 6XPPDU\ l 1HWZRUNV DUH PDLQO\ XVHG WR PDS WKH ORJLVWLFDO DVSHFWV RI \RXU SURMHFW l 1HWZRUNV FRQVLVW RI D QHWZRUN KHDGHU DFWLYLWLHV UHODWLRQVKLSV DQG DFWLYLW\ HOHPHQWV l <RX FDQ DVVLJQ D ODUJH QXPEHU RI REMHFWV IRU H[DPSOH FRPSRQHQWV WH[WV DQG PLOHVWRQHV.

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you will then add activities to your work breakdown structure. Normally. &OLFN WKH ³6DYH´ LFRQ 7R H[LW WKH WUDQVDFWLRQ FOLFN WKH ³%DFN´ LFRQ Important: When you saved. 3URMHFW 6\VWHP &XVWRPL]LQJ 6WUXFWXUHV → 2SHUDWLYH 6WUXFWXUHV → 1HWZRUN → 6HWWLQJV IRU 1HWZRUNV → 0DLQWDLQ QHWZRUN W\SHV 6HOHFW QHWZRUN W\SH 36 &OLFN WKH ³&RS\ DV´ LFRQ &KDQJH RUGHU W\SH DQG GHVFULSWLYH ORQJ W\SH DV VSHFLILHG DERYH &OLFN WKH ³7UDQVIHU (QWHU´ LFRQ Save your entries. assign it to a number range. you would have to do this in a separate step. and exit the network type transaction. define parameters and scheduling parameters for the network type. the first thing you will do is make Customizing settings for networks. the system assigned a number range (as specified in the copy template). Change the descriptive short text to “Group ##”.$FWLYLWLHV DQG 1HWZRUNV  ([HUFLVHV 8QLW $FWLYLWLHV DQG 1HWZRUNV • Activities in the Project Builder • Network graphic 7RSLF $FWLYLWLHV DQG 1HWZRUNV In the following exercises. Create a network type. 1-1 First of all. and generate a network profile. Following on from this. make settings in the important Customizing tables. 1-1-1 Create a network type called GR## (use network type PS04 to copy from). © SAP AG CA800 3-22 .

3URMHFW 6\VWHP &XVWRPL]LQJ 'DWHV → 6FKHGXOLQJ → 6SHFLI\ 3DUDPHWHUV IRU 1HWZRUN 6FKHGXOLQJ 6HOHFW QHWZRUN W\SH 36 IRU SODQW  &OLFN WKH ³&RS\ DV´ LFRQ &KDQJH WKH RUGHU W\SH WR *5 6SHFLI\ VWDUW LQ WKH SDVW DV  GD\V &KDQJH WKH VFKHGXOLQJ W\SH WR )RUZDUG &OLFN WKH 7UDQVIHU (QWHU LFRQ Save your entries. Enter your network type there. and exit the network profile transaction. &OLFN WKH ³6DYH´ LFRQ 7R H[LW WKH WUDQVDFWLRQ FOLFN WKH ³%DFN´ LFRQ 1-1-4 Define scheduling parameters for the network type in plant 1300. &OLFN WKH ³6DYH´ LFRQ 7R H[LW WKH WUDQVDFWLRQ FOLFN WKH ³%DFN´ LFRQ 1-1-3 Create a network profile called GR## (use network profile 1004 to copy from). Change the descriptive short text to “Group ##”. 3URMHFW 6\VWHP &XVWRPL]LQJ 6WUXFWXUHV → 2SHUDWLYH 6WUXFWXUHV → 1HWZRUN → 6HWWLQJV IRU 1HWZRUNV → 6SHFLI\ 3DUDPHWHUV IRU 1HWZRUN 7\SH 6HOHFW QHWZRUN W\SH 36 IRU SODQW  &OLFN WKH ³&RS\ DV´ LFRQ &KDQJH WKH QXPEHU WR QHWZRUN W\SH *5 &OLFN WKH ³7UDQVIHU (QWHU´ LFRQ Save your entries. and exit the scheduling parameter transaction. and exit the network type parameter transaction.1-1-2 Define parameters for your network type for plant 1300 (use the parameters from network type PS04 of plant 1300 to copy from). Use the scheduling parameters of network type PS04 in plant 1300 to copy from. and change the scheduling type to „Forward“. Allow the start dates that are 999 days or less in the past. 3URMHFW 6\VWHP &XVWRPL]LQJ 6WUXFWXUHV → 2SHUDWLYH 6WUXFWXUHV → 1HWZRUN → 6HWWLQJV IRU 1HWZRUNV → 0DLQWDLQ QHWZRUN SURILOHV 6HOHFW QHWZRUN SURILOH  &OLFN WKH ³&RS\ DV´ LFRQ &KDQJH WKH QXPEHU WR QHWZRUN SURILOH *5 &KDQJH WKH GHVFULSWLRQ WR ³*URXS ´ &KDQJH WKH QHWZRUN W\SH WR *5 &OLFN WKH ³7UDQVIHU (QWHU´ LFRQ Save your entries. &OLFN WKH ³6DYH´ LFRQ 7R H[LW WKH WUDQVDFWLRQ FOLFN WKH ³%DFN´ LFRQ © SAP AG CA800 3-23 . Change the descriptive short text to “Group ##”.

1-1-5 Change your project profile (GR##). Enter your own network profile on the
“ Planning board/dates” tab page.
3URMHFW 6\VWHP &XVWRPL]LQJ
6WUXFWXUHV → 2SHUDWLYH 6WUXFWXUHV → :RUN %UHDNGRZQ 6WUXFWXUH
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Save your entries, and exit the project profile transaction.
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1-2

You will now create activities with a direct link to the work breakdown structure
you created in the previous unit. When you use this technique, you do not have to
worry about the details involved in creating a network. Using the Project Builder,
call up your work breakdown structure, and first of all correct the control data in
your project definition. Enter your network profile (GR##).
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create a general costs activity for the level 1 WBS element. Enter the following data: )LHOG 1DPH 9DOXHV Description Costs for Meetings Amount 12000 UNI Duration 20 days Cost element 466000 &OLFN RQ D FRVWV DFWLYLW\ LQ WKH ³7HPSODWHV´ DUHD DQG NHHSLQJ \RXU ILQJHU GRZQ RQ \RXU PRXVH EXWWRQ GUDJ LW WR WKH OHYHO  :%6 HOHPHQW (QWHU WKH GDWD DERYH &RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³(QWHU´ LFRQ © SAP AG CA800 3-24 . (QWHU WKH QHWZRUN SURILOH ³*URXS ´ 1-2-1 In order to plan costs for your team sessions.

1-2-2 You commission an external service provider with the task of implementing quality assurance measures. )LHOG 1DPH 9DOXHV Description External Quality Assurance Purchasing info record 5500000057 Activity quantity  &OLFN RQ DQ H[WHUQDO SURFHVVLQJ DFWLYLW\ ³$FWLYLW\ H[WHUQDO. Plan this into your project by assigning an external processing activity with the data below to the WBS element “ Quality Assurance” .

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Create the network with network profile GR##.Q WKH ³6WDQGDUG QHWZRUN´ ILHOG RI WKH GLDORJ ER[ WKDW DSSHDUV HQWHU ³(´ 7KHQ JR WR WKH ³1HWZRUN SDUDPHWHUV´ WDE SDJH (QWHU WKH YDOXHV VSHFLILHG DERYH DQG FRQILUP E\ FOLFNLQJ WKH ³&RQWLQXH´ LFRQ &OLFN WKH ³(QWHU´ LFRQ DJDLQ ± WKLV ZLOO FDXVH WKH V\VWHP WR UHDG DQG LQVHUW WKH WHPSODWH © SAP AG CA800 3-25 . 3ODFH \RXU FXUVRU RQ WKH :%6 HOHPHQW LQ TXHVWLRQ DQG FOLFN \RXU ULJKW PRXVH EXWWRQ &KRRVH &UHDWH → &RS\ QHWZRUN .I QHFHVVDU\ FRUUHFW WKH DFWLYLW\ TXDQWLW\ 1-2-3 Up to now. Now use a template (standard network E-1002) to create more activities for the WBS element called “ Engineering” .LQ WKH ³7HPSODWHV´ DUHD DQG NHHSLQJ \RXU ILQJHU GRZQ RQ \RXU PRXVH EXWWRQ GUDJ LW WR WKH :%6 HOHPHQW FDOOHG ³4XDOLW\ $VVXUDQFH´ <RX ZLOO QHHG WR H[SDQG \RXU SURMHFW LQ WKH ³6WUXFWXUH´ DUHD (QWHU WKH GDWD DERYH &RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³(QWHU´ LFRQ . and prone to errors. network type GR## in plant 1300. You will probably have noticed that this is a tedious process. you have created all activities manually.

Q HDFK FDVH SODFH \RXU FXUVRU RQ WKH DFWLYLW\ LQ TXHVWLRQ DQG FOLFN \RXU PRXVH EXWWRQ WR JR WR WKH FRUUHVSRQGLQJ GHWDLO VFUHHQ <RX FDQ WKHQ DVVLJQ WKH DFWLYLW\ WR WKH DSSURSULDWH :%6 HOHPHQW E\ GUDJJLQJ DQG GURSSLQJ LW 1-2-5 Since you also want to use your activities as a basis for scheduling. Create the following relationships: Type of relationship from to FS relationship 1010 10 FS relationship 1140 20 3ODFH \RXU FXUVRU RQ WKH SUHGHFHVVRU DFWLYLW\ DQG FOLFN \RXU PRXVH EXWWRQ WR JR WR WKH FRUUHVSRQGLQJ GHWDLO VFUHHQ &OLFN WKH ³5HODWLRQVKLS RYHUYLHZ´ LFRQ &KRRVH WKH ³6XFFHVVRU´ WDE SDJH DQG ILQG WKH VXFFHVVRU DFWLYLW\ LQ WKH ORZHU VHFWLRQ RI WKH WDE SDJH 6HOHFW WKLV DFWLYLW\ DQG FOLFN WKH ³&UHDWH´ LFRQ 7R JHW WR WKH VHFRQG DFWLYLW\ VLPSO\ FOLFN WKH QH[W DFWLYLW\ LQ WKH ³6WUXFWXUH´ DUHD WRS OHIW DUHD.1-2-4 The activities you have just included are all assigned to the WBS element called “ Engineering” . you now have to link the activities to each other by means of relationships. Reassign as follows: Activity Number WBS element 1000 E-90##-1 1010 E-90## 1030 E-90##-1-1 1050 E-90##-1-2 1080 E-90##-2 1100 E-90##-2 1140 E-90##-3 .

 7KHQ SURFHHG DV GHVFULEHG IRU WKH ILUVW DFWLYLW\ © SAP AG CA800 3-26 .

Q WKH GLDORJ ER[ WKDW DSSHDUV FOLFN WKH ³&RQWLQXH´ LFRQ &OLFN WKH ³&RQQHFW´ LFRQ 'R WKLV E\ GUDJJLQJ WKH UHODWLRQVKLS IURP WKH VWDUW RI RQH DFWLYLW\ WR WKH VWDUW RI WKH RWKHU DFWLYLW\ UHPHPEHU WR NHHS \RXU ILQJHU GRZQ RQ \RXU PRXVH EXWWRQ.1-2-6 Display the activities in the network graphic. and edit the next relationships there. Delete the relationship from the “ Layout” activity to the “ Customer acceptance” activity and instead create a Start-Start relationship from “ Customer acceptance” to “ Layout” . 3ODFH \RX FXUVRU RQ WKH VHFRQG QHWZRUN KHDGHU LQ WKH Ä6WUXFWXUH³ DUHD 7KHQ FOLFN WKH ³1HWZRUN JUDSKLF´ LFRQ 6HOHFW WKH UHODWLRQVKLS LQ TXHVWLRQ E\ FOLFNLQJ LW &OLFN WKH ³'HOHWH´ LFRQ .

I DQ\ VFKHGXOLQJ ZDUQLQJV DSSHDU FRQILUP WKHP E\ FOLFNLQJ ³<HV´ © SAP AG CA800 3-27 . Exit the network graphic. &OLFN WKH ³%DFN´ LFRQ &OLFN WKH ³6DYH´ LFRQ . 1-2-7 Save your changes before you continue to edit your project. and save your project.

Call up your project again in the Project Builder. You will assign documentation.1-3 Next. milestones. and activity elements. you will make some additions to you project. 6$3 PHQX /RJLVWLFV → 3URMHFW 6\VWHP → %DVLF GDWD → 3URMHFW → 3URMHFW %XLOGHU 6HOHFW 3URMHFW %XLOGHU E\ GRXEOHFOLFNLQJ.

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you can change the text as required here. Enter the following basic data: )LHOG 1DPH 9DOXHV Description Release subsequent activities Usage 00001 [ Milestone function Make the milestone function more specific by entering the following data: )LHOG 1DPH 9DOXHV Release following activities [ System status REL  Change © SAP AG CA800 3-28 .Q WKH QH[W GLDORJ ER[ WKDW DSSHDUV VHOHFW \RXU WH[W E\ GRXEOHFOLFNLQJ LW &OLFN WKH ³(QWHU´ LFRQ 3ODFH WKH FXUVRU RQ \RXU WH[W DQG FOLFN WKH ³&RS\´ LFRQ The text is now assigned to your WBS. Use the PS text overview for the activity and search for the text with the matchcode “ Created by” . The editor appears again. 7R H[LW WKH HGLWRU FOLFN WKH ³%DFN´ LFRQ 1-3-2 Next. the activities directly after the activity in question should be released. When this milestone is reached. you will assign a milestone to the activity “ Customer Acceptance” . 3ODFH \RXU FXUVRU RQ WKH DFWLYLW\ LQ TXHVWLRQ DQG FOLFN \RXU OHIW PRXVH EXWWRQ &OLFN WKH Ä36 WH[W RYHUYLHZ³ LFRQ (QWHU WKH YDOXH  LQ WKH ³7H[W W\SH´ ILHOG 3ODFH \RXU FXUVRU LQ WKH ³'HVFULSWLRQ´ ILHOG DQG SUHVV ) &OLFN WKH WDE SDJH LQ TXHVWLRQ DQG HQWHU \RXU XVHU LQ WKH ³&UHDWHG E\´ ILHOG &RQILUP WKLV GLDORJ ER[ E\ FOLFNLQJ WKH ³6WDUW VHDUFK´ LFRQ . 1-3-1 Document the activity called “ Customer Acceptance” using the PS text you created in the last unit.

&OLFN WKH ³6DYH´ LFRQ . Enter the following data: )LHOG 1DPH 9DOXHV Description Presentation at customer site Amount 2500 UNI Offset to start 1 day &OLFN RQ D JHQHUDO FRVWV HOHPHQW LQ WKH ³7HPSODWHV´ DUHD DQG NHHSLQJ \RXU ILQJHU GRZQ RQ \RXU PRXVH EXWWRQ GUDJ LW WR WKH DFWLYLW\ LQ TXHVWLRQ LQ WKH ³6WUXFWXUH´ DUHD (QWHU WKH GDWD DERYH LQ WKH GHWDLO VFUHHQ &RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³(QWHU´ LFRQ 1-3-4 Save the entire structure. Create a cost element for the activity “ Customer Acceptance” .&OLFN RQ WKH REMHFW ³0LOHVWRQH´ LQ WKH ³7HPSODWHV´ DUHD DQG NHHSLQJ \RXU ILQJHU GRZQ RQ \RXU PRXVH EXWWRQ GUDJ LW WR WKH DFWLYLW\ LQ TXHVWLRQ LQ WKH ³6WUXFWXUH´ DUHD (QWHU WKH GDWD DERYH &OLFN WKH ³)XQFWLRQV´ WDE SDJH DQG HQWHU WKH DERYH GDWD IRU PLOHVWRQH IXQFWLRQV &RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³(QWHU´ LFRQ 1-3-3 Using an activity element. plan the costs for a presentation at the customer site. Confirm any scheduling warnings that appear.I DQ\ ZDUQLQJV DSSHDU GXULQJ VFKHGXOLQJ ZKLFK LV SHUIRUPHG DXWRPDWLFDOO\ ZKHQ \RX VDYH.

1-4-1 OPTIONAL: Define confirmation parameters for your network type (GR##) in plant 1300. FRQILUP WKHVH E\ FOLFNLQJ WKH ³<HV´ LFRQ 1-4 OPTIONAL: Even though the network settings you have made in Customizing will enable you to work through the rest of this course. and exit the confirmation parameter transaction. Use the parameters of network type PS04 in plant 1300 to copy from. you need to maintain the tables “ Confirmation Parameters for Network Type” and “ Availability Check Control” . In this case. 3URMHFW 6\VWHP &XVWRPL]LQJ &RQILUPDWLRQ → 'HILQH &RQILUPDWLRQ 3DUDPHWHUV 6HOHFW WKH OLQH ZLWK SODQW  DQG QHWZRUN W\SH 36 &OLFN WKH &RS\ DV´ LFRQ &KDQJH WKH QHWZRUN W\SH WR *5 &OLFN WKH 7UDQVIHU (QWHU LFRQ Save your entries. &OLFN WKH ³6DYH´ LFRQ 7R H[LW WKH WUDQVDFWLRQ FOLFN WKH ³%DFN´ LFRQ © SAP AG CA800 3-29 . there are still some settings missing that affect the execution of networks.

use the settings defined for network type PS04 in plant 1300 to copy from. Once again.1-4-2 OPTIONAL: Activate the availability check for your network type in plant 1300 (both for created and for released networks). 3URMHFW 6\VWHP &XVWRPL]LQJ 0DWHULDO → $YDLODELOLW\ &KHFN → 'HILQH &KHFNLQJ &RQWURO 6HOHFW WKH OLQH ZLWK SODQW  DQG QHWZRUN W\SH 36 IRU FUHDWHG RUGHUV WKDW LV ³´.

Then save your entries. and exit the check control transaction. "2"). &OLFN WKH ³&RS\ DV ´ LFRQ &KDQJH WKH RUGHU W\SH WR *5 &OLFN WKH 7UDQVIHU (QWHU LFRQ Now repeat this procedure. &OLFN WKH ³6DYH´ LFRQ 7R H[LW WKH WUDQVDFWLRQ FOLFN WKH ³%DFN´ LFRQ © SAP AG CA800 3-30 . only this time for released orders (that is.

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9HUVLRQV %XVLQHVV 6FHQDULR l .W LV \RXU WDVN WR ILQG ZD\V RI UHGXFLQJ FRVWV LQ D SURMHFW WKDW LV FXUUHQWO\ UXQQLQJ <RX KDYH WR GUDZ XS GHWDLOHG GHVFULSWLRQV RI WKH FRVWFXWWLQJ RSWLRQV \RX ILQG EXW DW WKH VDPH WLPH \RXU FRVWFXWWLQJ VFHQDULRV PXVW QRW DIIHFW WKH UXQQLQJ RI WKH FXUUHQW SURMHFW LQ DQ\ ZD\ )RU WKLV UHDVRQ \RX XVH VLPXODWLRQ YHUVLRQV WR GUDZ XS \RXU FRVWFXWWLQJ VFHQDULRV © SAP AG 1999 © SAP AG CA800 4-4 .

the costed values are retained. You can change planned values manually in every version . Both quantities and values are stored in versions. for example. © SAP AG CA800 4-5 . there is still no operative project at this point. create simulation versions in the following situations: é In the quotation phase: generally speaking. You might. é To draw up alternative planning scenarios for existing operative projects or parts of these. n CO planning versions are used to plan costs and revenues. You can copy values from one version to another. and are used for documenting the progress of a project over time.9HUVLRQV LQ WKH 3URMHFW 6\VWHP 3URMHFW YHUVLRQ 9HUVLRQV 6QDSVKRW FDQQRW EH FKDQJHG 6LPXODWLRQ YHUVLRQ FDQ EH FKDQJHG A4C3GSR EQE9AP9 AP4V A)IHFGEDC3%A@59583 )7543 210 ) (' T B 6 T V UU n xxxx xxxx xxxxx xx xxxx XX &2 SODQ YHUVLRQV © SAP AG 1999 n The term "version" is used in different contexts in the Project System. Project versions are created either manually. or automatically when a status changes. n Project versions are snapshots of a project at a specific point. the project profile contains a reference to a version profile which specifies the name of the project version to be created when a particular user or system status is set. In the latter case. project versions and CO planning versions n Simulation versions in the Project System are versions that you can change. Different types of versions include simulation versions.

or .as of Release 4. can be changed. © SAP AG CA800 4-6 .6LPXODWLRQ -DQXDU\ 2S LYH DW HU 0DUFK )HEUXDU\ 3URMHFW 3 $SULO 7LPH 3URMHFW 3 9HUVLRQ  3URMHFW 3 9HUVLRQ  © SAP AG 1999 n Simulation versions are used to draw up alternative "what if?" planning scenarios. n When an operative project is copied to a simulation version (or vice versa). if necessary. and. a log file is created.using the Project Builder. n Simulation versions can be created either for an entire WBS. They are created manually. This contains the objects that were transferred and any error messages that were issued in the process. or for subhierarchies of a WBS. deleted easily (unlike released operative WBS’s with activities).6C . n Simulation versions are edited using the project planning board.

n If you want to work with simulation versions. n Even when a project is running. analyze and work with these. and then transfer them back to the operative project. © SAP AG CA800 4-7 . Simulation versions are particularly useful during the quotation phase and for comparing different "what if?" scenarios. The system can conduct a test run to see if it is possible to transfer a project or simulation version. you must create simulation profiles and version keys in Project System Customizing.:KDW $UH 6LPXODWLRQ 9HUVLRQV 8VHG )RU" 8SGDWH RSHUDWLYH SURMHFW t hp h ecX`X a es aaqrp iEgf dbaYW &RPSDULVRQV &UHDWH 6. It is possible to plan several simulation versions.0 6. you can use simulation versions to simulate projects before you actually transfer them to an operative project. You can then decide which version is the most suitable.0 6.0 © SAP AG 1999 n At the beginning of a project. you can copy operative projects to simulation versions.

relationships.g. the following objects are copied: é Work breakdown structure é Network with activities.'DWD 7UDQVIHU 2EMHFWV 3URMHFWV :%6 HOHPHQWV 1HWZRUNV DFWLYLWLHV DFWLYLW\ HOHPHQWV 6XE QHWZRUNV 0LOHVWRQHV &RPSRQHQWV 7H[WV /RQJ WH[WV u x x w §§ v v 7UDQVIHU 2SHUDWLYH SURMHFW 'RFXPHQWV 6LPXODWLRQ YHUVLRQ &DSDFLWLHV y © SAP AG 1999 n When you transfer data from operative projects to simulation versions (or vice versa). You can only change costs at the network level in simulation versions. activity elements. and subnetworks é Milestones é Materials for the activity é Documents.5A) n The following objects are not copied: é Other orders that are not networks (e. this cost planning data cannot be changed in the simulation version. PS texts and long texts (depending on the simulation profile used) é Capacity requirements é Invoicing plan for the network. and billing plan for the WBS element (as of Release 4. © SAP AG CA800 4-8 . no production orders) é Production resources/tools n Costs that you have planned manually for operative WBS elements are transferred to the simulation version. However.

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é The simulation profile determines whether texts should also be copied (in addition to the structure information) from simulations to operative projects (and vice versa). The simulation profile is contained as the default value for the project definition in the project profile. If you work without a simulation profile. all texts are copied. since they cannot be created afterwards without deleting existing simulations. You should work with version keys right from the start. 7UDQVIHU IRU XSGDWH 36 WH[W /RQJ WH[W 'RFXPHQW DVVLJQPHQW © SAP AG 1999 n Customizing for simulation versions comprises two steps: é The key for simulation versions merely determines how the names for simulations are formed. © SAP AG CA800 4-9 . 9HUVLRQV IRU HOHYDWRU SURMHFWV 6LPXODWLRQ SURILOH 9DOLG QDPH HJ 9(5.

In the Structure/Dates information system. © SAP AG CA800 4-10 .6LPXODWLRQ 5HSRUWLQJ A4A3ASR GQG9EPG9EPV 4 5)2HAFDEA3%C@A9U A83 )‚4C3 510 ) (' T B 6 xxxx xxxx xxxxx xx  xxxx XX 3URMHFW 3ODQQLQJ %RDUG 6WUXFWXUH 'DWHV &RVWV  5HYHQXHV  )LQDQFLQJ ¤  ©©%&†©’ ¤E¡ !… !…¡ %I““C£„€€£ ˆ’‘‘   &© £„©„££ ‰‰ £„„ © &ˆ …$ƒY‡ † …© !…© ! „¨ww & …$ƒ n 5HVRXUFHV 6LPXODWLRQ 9HUVLRQ © SAP AG 1999 n Just like project versions. simulation versions can be analyzed and compared with each other in the information system. it is not possible to change simulation versions (unlike operative projects).

n The project planning board has been enhanced extensively for Release 4.6C. n In the appendix you will find an overview and brief description of the icons in the project planning board.). For example: é Extended toolbar é It is now easier to create new objects (activities. © SAP AG CA800 4-11 . milestones. the project planning board was the only transaction available for changing simulation versions. overview of assigned maintenance orders é You can now create several relationships at once with a single click of your mouse. The functionality available here is the same as for editing normal operative projects. é Activities and activity elements can be confirmed é Integrated cost and material overview..6. .. Feb 99 ŠŠŠ‰ Jan 99 L Hi L ([WHQGHG WRROEDU Mar 99 Apr 99 May 99 Jun 99 Jul 99 50000 7DEOH DUHD 20000 *UDSKLF DUHD 5000 15000 30000 20000 20000 10000 Capacity overview Wrk Ctr Description Jan 99 Feb 99 'LDJUDP 99 Jun 99 Apr 99 May HJ FDSDFLWLHV Mar 99 Jul 99 General work center © SAP AG 1999 n Prior to Release 4.3URMHFW 3ODQQLQJ %RDUG r{yd%†5utbr‚qp%n z xwv sr o m 5(3 li@A3 EFGhk jh g • EF2DiAhAS4 ) F FG3 6 h ( A)g EF3 e– F – eF )C™ ˜ GFE03 — – I•” 6 ˜ f d ¦€ˆ ¦‡† ¦}7I„ƒA2‚€ ~ ‚| … } ID Wrk Ctr Project cost pl.

and the display size of the period. é The profile for the time scales determines the individual time periods (year. The scale of the planning period is entered directly. It determines when a specific period is used.'LDJUDP $UHD 7LPH 6HWWLQJV     (YDOXDWLRQ SHULRG 3UHHYDOXDWLRQ SHULRG 3ODQQLQJ SHULRG 3RVWHYDOXDWLRQ SHULRG 6FDOH UHODWLRQVKLS ([DPSOH  PRQWK V SUHHYDOXDWLRQ SHULRG  RI  PRQWK V SODQQLQJ SHULRG © SAP AG 1999 n The time settings for the chart area of the project planning board are determined by three profiles. which are defined in the project planning board profile. Consequently. monthly periods. It also specifies when in the evaluation period the planning period starts and finishes.). é The scale of the time axis determines the ratio used for the pre-evaluation period and post-evaluation period with respect to the planning period. quarter. the start and finish of the pre-evaluation period and post-evaluation period are also set. © SAP AG CA800 4-12 .. .. é The time profile determines when the evaluation period starts and finishes.

© SAP AG CA800 4-13 .3ODQQLQJ %RDUG 3URILOH *HQHUDO GDWD 'LDJUDP DUHD • 'HIDXOW YDOXHV • 6KRZKLGH • &RVW SODQ YHUVLRQ • *UDSKLF SURILOH • 7LPH SURILOH • /DEHOV • 'LVSOD\ IORDW • &ULWLFDO IURP 3ODQQLQJ ERDUG DVVLVWDQW 7DEOH DUHD • )LHOG VHOHFWLRQ • &KDUDFWHU ZLGWK • 'LVSOD\ QHWZRUN © SAP AG 1999 n The project planning board profile determines the appearance of the planning board. and you can also enter default values here (for creating new activities. for example). you can check the graphic settings immediately using a predefined project. n The planning board assistant is available both in Customizing and in the application itself. In Customizing. n The project planning board profile is valid for both simulation versions and for normal operative projects.

n You can create a project version automatically (this is triggered by a change of system or user status).available as of Release 4.this can be used for future comparisons with the operative project.6C) © SAP AG CA800 4-14 . n You can also create a project version manually: é While changing the WBS é While changing the network é In the Structure/Dates information system for one or more projects é Using the transaction &UHDWH 3URMHFW 9HUVLRQ (CN72 .&UHDWLQJ 3URMHFW 9HUVLRQV %XGJHWHG &UHDWHG $XWRPDWLFDOO\ 5HOHDVHG 9HUVLRQ 0DQXDOO\ 0DQXDO YHUVLRQ 3URWRW\SH 0DQXDO YHUVLRQ 3LORW © SAP AG 1999 n Project versions enable you to record a snapshot of a project at a specific moment in time .

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2SHUDWLYH 3D\PHQWV &RVWV UHYHQXHV © SAP AG 1999 n If you generate status dependent project versions. © SAP AG CA800 4-15 . the version profile determines which data is copied to the project version. n If you create project versions manually either in the network maintenance transaction (CN22) or in the WBS maintenance transaction (CJ02). then DOO data will be copied to the project version LUUHVSHFWLYH RI WKH YHUVLRQ SURILOH. the version profile also determines which data is copied. n If you use transactions CN71 or CN72 to create project versions manually.

 . n You need to define a version profile if you wish to have versions created automatically. First. © SAP AG CA800 4-16 . Second. n The version profile is entered in the project profile and network profile. or if you wish to generate versions directly from the WBS or network maintenance transactions. $FWLYLW\ &UHDWHG 9HUVLRQ NH\ 9HUVLRQ 5HOHDVHG NH\  'HVFULSWLRQ &UHDWHG 0DWHULDO 5HODWLRQVKLS $FWLYLW\ HOHPHQW 36 WH[W 0LOHVWRQH &RVWV 6WDWXV SURI 'HVFULSWLRQ SURI    &XVWRPHU SURMHFWV &XVWRPHU SURMHFWV 9HUVLRQ NH\ 5 ' SURMHFWV  6WDWXV 4XRW 2UGU 'HVFULSWLRQ 3URW 4XRWDWLRQ &DSDFLW\ UHTPWV © SAP AG 1999 n You use a version profile to define two different kinds of information. you specify which data is to be written to the versions that are created automatically. n You do not need to define a version profile if you wish to generate versions manually from the Structure/Dates information system or if you use transaction CN72.9HUVLRQ 3URILOH 2EMHFWV LQ D YHUVLRQ 3URMHFW GHILQLWLRQ 6DOHV RUGHU :%6 HOHPHQW 1HWZRUN 6\VVWDWXV 'HVFULSWLRQ . you specify which version is created automatically when a specific system status or user status is set.

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Use a 5-character key (GR##-) and enter the descriptive text “Simulations Group ##”.9HUVLRQV ([HUFLVHV 8QLW 9HUVLRQV • Simulation Versions • Project Planning Board • Project versions 7RSLF 6LPXODWLRQ 9HUVLRQV In the following exercises. You will also look at the administrative data of the simulation version. 1-1-1 First of all. and use the project planning board to edit this version. 3URMHFW 6\VWHP &XVWRPL]LQJ 6LPXODWLRQ → 6WLSXODWH 9HUVLRQ . you will generate simulation versions and project versions for your project. 1-1 In this part of the exercise. activities. You will learn about the project planning board and how it can be used to edit work breakdown structures.H\V IRU WKH 6LPXODWLRQ &OLFN WKH ³1HZ (QWULHV´ EXWWRQ (QWHU *5  LQ WKH ³9HUVLRQ´ ILHOG WKH GHQRWHV D FKDUDFWHU VWULQJ RI \RXU FKRLFH. create a version key for simulations. and simulation versions. you will generate a simulation version for your project.

(QWHU D GHVFULSWLRQ Save your changes. &OLFN WKH ³6DYH´ LFRQ 7R H[LW WKH WUDQVDFWLRQ FOLFN WKH ³%DFN´ LFRQ WZLFH © SAP AG CA800 4-19 . and exit the transaction for maintaining version keys.

A log will appear showing you if data was transferred. or if any errors occurred.1-1-2 Generate a simulation version for your project by copying the operative project to the simulation version. Use the following data: Field Name Values Project definition E-99## Operative data → Version x Target version GR##-001 6$3 PHQX /RJLVWLFV → 3URMHFW 6\VWHP → 3URMHFW → 6LPXODWLRQ → 7UDQVIHU 3URMHFW GRXEOHFOLFN.

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1-1-3 You can now use the project planning board to edit your simulation version.
In the project planning board, change your project structure. Enter the
following data on the initial screen:
Field Name

Values

Version key

GR##-001

Project definition

E-99##

With activities

x

6$3 PHQX
/RJLVWLFV → 3URMHFW 6\VWHP → %DVLF GDWD → 3URMHFW → 6LPXODWLRQ
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1-1-4 Now edit the structure. Assign all engineering activities directly to the WBS
element called “Engineering”.
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1-1-5 In your project, you have neglected the delivery to the customer. Create an
internal processing activity for the WBS element called “Quality
Assurance” for this purpose. Add detail to the activities as follows:
Field Name

Values

Description

Packaging and Delivery

Work

10 hours

Work center

2000

Duration

5 days

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Q WKH FRQWH[W PHQX ULJKW PRXVH EXWWRQ.´ 'RXEOHFOLFN RQ WKH QXPEHU RI WKH QHZ DFWLYLW\ WR DFFHVV WKH GHWDLO VFUHHQ (QWHU WKH DERYH GDWD &RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³%DFN´ LFRQ 1-1-6 Now create a FS relationship between this new activity and the activity “External monitoring”. 6HOHFW WKH DFWLYLW\ FDOOHG ³3DFNDJLQJ DQG 'HOLYHU\´ .

Create a level 2 WBS element E-99##-5.I WKH :%6 LV QRW GLVSOD\HG H[SDQG WKH ZLQGRZ RI WKH SURMHFW SODQQLQJ ERDUG © SAP AG CA800 4-21 . Field Name Values WBS element E-99##-5 Description Delivery (Group ##) Planning element x 'RXEOHFOLFN WKH ³:%6 HOHPHQW´ LFRQ LQ WKH ³7HPSODWHV´ DUHD 'RXEOHFOLFN RQ WKH QHZ :%6 HOHPHQW DQG HQWHU WKH DERYH GDWD LQ WKH GHWDLO VFUHHQ . if the WBS element is not displayed.Q WKH ORZHU VHFWLRQ RI WKLV WDE SDJH VHOHFW WKH DFWLYLW\ FDOOHG ³([WHUQDO 4XDOLW\ $VVXUDQFH´ 7R FUHDWH WKH UHODWLRQVKLS FOLFN WKH ³&UHDWH´ LFRQ &RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³%DFN´ LFRQ 1-1-7 You also want to have a WBS element that will enable you to plan the delivery for which you have just created an activity. FKRRVH ³5HODWLRQVKLS OLVW´ &KRRVH WKH ³3UHGHFHVVRU´ WDE SDJH . Use the following data and expand the planning board.

Then save your simulation version. The second is to copy the simulation version to the operative project. you have two tasks to complete. 'UDJ WKH DFWLYLW\ DQG GURS LW RQ WKH :%6 HOHPHQW 7KHQ FOLFN WKH ³6DYH´ LFRQ 1-2 In the following section. The first of these involves generating a project version of your operative project. Use the DB profile 000000000001 and the following data to create the project version: Field Name Values Version key 1## Description Project before copying Version group Group ## 6$3 PHQX /RJLVWLFV → 3URMHFW 6\VWHP → 3URMHFW → 3URMHFW 9HUVLRQ → &UHDWH GRXEOHFOLFN. 1-2-1 Create a project version – this will enable you to record the current status of your operative project for later analysis.&RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³&RQWLQXH´ LFRQ 6HOHFW WKH :%6 HOHPHQW &OLFN WKH ³/HYHO GRZQ´ LFRQ 1-1-8 Now assign the activity “ Packaging and Delivery” to the WBS element “ Delivery Group ##” .

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1-2-2 Transfer your simulation version to your operative project. Use the following data: Field Name Values Project definition E-99## From version to operative data x Source version GR##-001 6$3 PHQX /RJLVWLFV → 3URMHFW 6\VWHP → 3URMHFW → 6LPXODWLRQ → 7UDQVIHU 3URMHFW GRXEOHFOLFN.

View the administrative data of your simulation. (QWHU WKH DERYH GDWD 1RZ FOLFN WKH ³7UDQVIHU´ LFRQ &RQILUP GLDORJ ER[ E\ FOLFNLQJ ³<HV´ 7R H[LW WKH WUDQVDFWLRQ FOLFN WKH ³%DFN´ LFRQ WZLFH 1-2-3 Every simulation version has administrative data. Enter the following data on the initial screen: Field Name Values Version key GR##-001 Project definition E-99## 6$3 PHQX /RJLVWLFV → 3URMHFW 6\VWHP → 3URMHFW → 6LPXODWLRQ → $GPLQLVWUDWLYH 'DWD GRXEOHFOLFN.

What does the “ Inactive” flag mean? _________ Has your simulation already been transferred? ________ © SAP AG CA800 4-23 . &RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³(QWHU´ LFRQ Look at your administrative data.

&OLFN WKH ³6DYH´ LFRQ 7R H[LW WKH WUDQVDFWLRQ FOLFN WKH ³%DFN´ LFRQ © SAP AG CA800 4-24 . and exit the transaction for maintaining the planning board profile.1-3 Now use the project planning board to look at your operative project. Use the “ Elevators/turbines” planning board profile to copy from. 1-3-1 Create a project profile called “ GR##” and enter the descriptive text “ GR##: Elevators” . Make the following changes: “ General data” tab page Field Name Values Currency UNI Version 2 1 Show activity elements Yes Show relationships No “ Diagram area” tab page Field Name Values Non-working time Leave empty Text type Leave empty 3URMHFW 6\VWHP &XVWRPL]LQJ 6WUXFWXUHV → 3URMHFW 3ODQQLQJ %RDUG → 'HILQH 3URILOHV IRU WKH 3URMHFW 3ODQQLQJ %RDUG 6HOHFW WKH ³(OHYDWRUV  7XUELQHV´ SURILOH &OLFN WKH ³&RS\ DV´ LFRQ (QWHU ³*5 ´ DV WKH QXPEHU DQG ³*5 (OHYDWRUV´ DV WKH GHVFULSWLRQ 0DNH WKH FKDQJHV VSHFLILHG DERYH &RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH 7UDQVIHU LFRQ  Save your changes. You also have the option of creating a planning board profile called “ GR##” in Customizing. select the profile “ Elevators/turbines” . Otherwise.

Use either your own planning board profile (“ GR##” ) or the planning board profile “ Elevators/Turbines” .1-3-2 Call up your project in the project planning board. 6$3 PHQX /RJLVWLFV → 3URMHFW 6\VWHP → %DVLF GDWD → 3URMHFW → 3URMHFW 3ODQQLQJ %RDUG → &KDQJH 3URMHFW GRXEOHFOLFN.

Enlarge the planning period and instead of calendar days display the days of the week. 6HOHFW D SODQQLQJ ERDUG SURILOH DQG VHOHFW ³:LWK DFWLYLWLHV´ .Q WKH ³:RUNOLVW´ DUHD GRXEOHFOLFN SURMHFW (  1-3-3 Call up the Planning Board Assistant – this will enable you to tailor the way in which the table view is displayed. &OLFN WKH ³3ODQQLQJ ERDUG DVVLVWDQW´ LFRQ . &OLFN WKH ³7LPH 6FDOH $VVLVWDQW´ LFRQ 6HOHFW WLPH VFDOH  IRU WKH SODQQLQJ SHULRG &KDQJH WKH YDOXH LQ WKH ³&RPPHQW´ ILHOG WR ³'´ 6HOHFW WKH HQWU\ ³3ODQQLQJ SHULRG´ LQ WKH KLHUDUFKLFDO VWUXFWXUH .Q WKH KLHUDUFKLFDO VWUXFWXUH RI WKH 3ODQQLQJ %RDUG $VVLVWDQW VHOHFW WKH GDWH GLVSOD\ IRU WKH *$177 FKDUW &KRRVH WKH ³3URMHFW GHILQLWLRQ´ WDE SDJH DQG WKHQ WKH JUDSKLF REMHFW ³%DVLF GDWH´ &KDQJH VRPH RI WKH VHWWLQJV IRU WKH SURMHFW GHILQLWLRQ DQG UHSHDW IRU WKH :%6 HOHPHQWV DQG WKH DFWLYLWLHV &OLFN WKH ³6DYH XVHU VHWWLQJV´ LFRQ DQG WKHQ FOLFN WKH ³%DFN´ LFRQ 1-3-5 Change the scale on the time axis. the WBS elements and the activities. Change the date bar of the project version.´ LFRQ © SAP AG CA800 4-25 .Q WKH WUHH VWUXFWXUH SODFH WKH FXUVRU RQ *DQWW FKDUW WDEOH DUHD &KRRVH WKH ³3URMHFW GHILQLWLRQ´ WDE SDJH &KDQJH VRPH RI WKH JUDSKLF VHWWLQJV 3URFHHG LQ WKH VDPH ZD\ IRU WKH DFWLYLWLHV &OLFN WKH ³8SGDWH JUDSKLF´ LFRQ 1-3-4 Use the Planning Board Assistant to change the colors used for the time bars.QFUHDVH WKH YDOXH RI WKH EDVH XQLW ZLGWK XQWLO \RX FDQ VHH DOO WKH GD\V RI WKH ZHHN LQ WKH JUDSKLF &OLFN WKH ³2. Then save your settings. change the presentation of the project definition and the activities to suit your taste. . Use the Time Scale Assistant to do this. In the table area.

and exit the project planning board.1-3-6 In the table section. &OLFN WKH ³2SWLRQV´ LFRQ 3ODFH \RXU FXUVRU RQ WKH HQWU\ FDOOHG ³3ODQQLQJ ERDUG´ &KRRVH WKH ³7DEOH DUHD´ WDE SDJH $FWLYDWH WKH ³'LVSOD\ QHWZRUN´ RSWLRQ &RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³&RS\´ LFRQ 1-3-7 Save your project. display both activity numbers DQG the numbers of the networks. &OLFN WKH ³6DYH´ LFRQ &OLFN WKH ³%DFN´ LFRQ © SAP AG CA800 4-26 .

QWURGXFWLRQ WR DQG EHQHILWV RI DVVHPEO\ SURFHVVLQJ l 6HWWLQJV LQ WKH PDWHULDO PDVWHU DQG &XVWRPL]LQJ DFWLYLWLHV IRU DVVHPEO\ SURFHVVLQJ l $VVHPEO\ SURFHVVLQJ IRU FRPSOH[ VWUXFWXUHV DQG DOWHUQDWLYHV WR DVVHPEO\ SURFHVVLQJ l 6WDQGDUG VWUXFWXUHV DV WHPSODWHV IRU DVVHPEO\ SURFHVVLQJ © SAP AG 1999 © SAP AG CA800 5-1 .$VVHPEO\ 3URFHVVLQJ &RQWHQWV l .

$VVHPEO\ 3URFHVVLQJ 8QLW 2EMHFWLYHV $W WKH FRQFOXVLRQ RI WKLV XQLW \RX ZLOO EH DEOH WR l &UHDWH VWDQGDUG QHWZRUNV DQG VWDQGDUG ZRUN EUHDNGRZQ VWUXFWXUHV DQG XVH WKHVH DV FRS\ WHPSODWHV IRU DVVHPEO\ SURFHVVLQJ l 0DNH WKH QHFHVVDU\ VHWWLQJV IRU DVVHPEO\ SURFHVVLQJ LQ &XVWRPL]LQJ l 0DNH WKH QHFHVVDU\ VHWWLQJV LQ WKH PDWHULDO PDVWHU l 8VH DVVHPEO\ SURFHVVLQJ WR VWUXFWXUH QHWZRUNV DQG :%6¶V © SAP AG 1999 © SAP AG CA800 5-2 .

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$VVHPEO\ 3URFHVVLQJ %XVLQHVV 6FHQDULR l <RXU FRPSDQ\ SURFHVVHV PDQ\ SURMHFWV WKDW DUH RIWHQ YHU\ VLPLODU <RX XVH VWDQGDUG VWUXFWXUHV WR FUHDWH QHWZRUNV DQG ZRUN EUHDNGRZQ VWUXFWXUHV TXLFNO\ 1HYHUWKHOHVV WKHUH DUH RIWHQ VWLOO GHOD\V DQG GLVFUHSDQFLHV EHWZHHQ WKH VDOHV GHSDUWPHQW DQG WKH SURMHFW WHDP <RX KDYH WR ILQG D ZD\ WR VROYH WKLV SUREOHP <RX H[SORUH WKH LQWHJUDWHG HQYLURQPHQW RI WKH 5 6\VWHP LQ \RXU TXHVW WR GR WKLV © SAP AG 1999 © SAP AG CA800 5-4 .

QWHJUDWLRQ SUREOHP  6DOHV GHSW FUHDWHV VDOHV GRFXPHQW  6DOHV GHSW WHOOV SURMHFW WHDP WR FUHDWH D SURMHFW  3URMHFW WHDP FUHDWHV D SURMHFW 'LVDGYDQWDJHV • 'HOLYHU\ GDWH" • %LOOLQJ GDWHV" • &RVWLQJ" • 'HDGOLQH VKLIWV"  6DOHV GHSW FUHDWHV GRFXPHQW $VVHPEO\ SURFHVVLQJ LV XVHG WR FUHDWH D QHWZRUN DQG LI DSSOLFDEOH D :%6 $GYDQWDJHV • &ORVH OLQN EHWZHHQ 6' RUGHU DQG SURMHFW • 'HOLYHU\ GDWH • %LOOLQJ GDWHV • &RVWLQJ • 'HDGOLQH VKLIWV © SAP AG 1999 © SAP AG CA800 5-5 .QWHJUDWHG VROXWLRQ .%HQHILWV RI $VVHPEO\ 3URFHVVLQJ 6' 36 .

n In assembly processing. For example. © SAP AG CA800 5-6 . Because of the direct connection between the sales order and the assembly order. process order. and generates an operative order directly from the sales order. maintenance or service order. you can use the entire functionality of both sales orders and assembly orders. In this case. assembly processing omits the MRP planning stage.$VVHPEO\ 3URFHVVLQJ %LOOLQJ HOHPHQW 7HPSODWHV 6' 36 2SHUDWLYH VWUXFWXUHV 7DEOH 2UGHU  6DOHV RUGHU 4XRWDWLRQ SDUDPHWHUV 0DW  0DW  357 0DW 0DW  0DW  357 5HTXHVWHG GHOLYHU\ GDWH TXDQWLW\ 3ODQQHG FRVWV FRQILUPHG GHOLYHU\ GDWH © SAP AG 1999 n If you create a sales order for a material to which a requirement class for assembly processing has been assigned. scheduling is carried out for the sales order and the assembly order in one run to ensure that they both have accurate delivery dates and quantities. and starts assembly processing. planned order. all additional changes made in one document are automatically reflected in the other document. You can create the following assembly orders: network. the system automatically creates a so-called assembly order in the background. production order.

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you need a suitable standard network as a template for the network that is to be created. n A material must be entered in the sales document. © SAP AG CA800 5-7 . VWDQGDUG QHWZRUN 3 ! 1 £  4 2  ¦0) !© ('  0DWHULDO LV DVVLJQHG WR Turbine T-20000 Turbine XL T-20000A  5HTXLUHPHQWV FODVV WKDW HQDEOHV DVVHPEO\ LQ WKH VDOHV RUGHU © SAP AG 1999 n To use assembly processing (with networks). If you want to have completely automatic assembly processing. you can use requirements class 212 and requirements type KMPN as templates. In the standard system. n The "Network parameters for sales order" table forms a link between the material and standard network. At least the sales views (item category group) must have been defined in the corresponding material master. you will also need the MRP views of the material master. you must make entries in this table. the system determines a requirements type and requirements class that enable assembly processing. Otherwise. a dialog box appears in sales order maintenance where you can enter the missing data. n In requirement type determination. If you determine the requirements type via the MRP group or strategy group.

If the template is assigned to a standard WBS. © SAP AG CA800 5-8 . you use it to create a network (by copying from a template).6WDQGDUG 6WUXFWXUHV 1HWZRUN ZRUN EUHDNGRZQ VWUXFWXUH 6WDQGDUG QHWZRUN VWDQGDUG :%6   © SAP AG 1999 n If you use assembly processing. an operative WBS will also be created when you save the sales order. Creating a network in assembly processing is the same as creating a network (by copying from a template) in the Project System.

n You assign materials. However.6WDQGDUG 1HWZRUN +HDGHU RI 6WDQGDUG 1HWZRUN External processing Services Internal processing PIQ a V bAQ %Q qpPG9iRUAQ h pXYV SQI PI a V %QBGQ %Q `YgXS9%fIGeQAGc WVU S Pd PIQ a V bAQ %Q `Y S VU S P RX%W%9TIQR@IH General costs activity &AA©& %¤ !¡ !¡ AG©&& © 1@@1' ' © 0  4 0 F !& !& 9A©88 © !7 6 6 ! E 1 0 £C B   50¦0D !© !© !© (' '' 1C £ C B 1 £  © SAP AG 1999 n A standard network is structured in much the same way as a network. Material are assigned by means of material BOMs and standard BOMs (see later in unit). there are differences: for instance. © SAP AG CA800 5-9 . milestones and PS texts to a standard network. a standard network has the same internal structure as a task list (comparable to the structure of a routing in Logistics). n You can define possible statuses for standard networks in PS Customizing.

in contrast to operative networks..6WDQGDUG 1HWZRUN +HDGHUV DQG $OWHUQDWLYHV $OWHUQDWLYH  +HDGHU GDWD $OWHUQDWLYHV $OWHUQDWLYH  8VDJH 6WDWXV $OWHUQDWLYH  6WDQGDUG :%6 HOHPHQW 3ODQW © SAP AG 1999 n Standard networks are task lists in the R/3 System (as are routings. which are orders. This means that there are small differences between a standard network and an operative network: é Materials are assigned by means of BOMs é Standard networks can be stored as multiple alternatives é The data in the standard network header is different (usage. for example)...) é Responsible persons (planner group) é Status management © SAP AG CA800 5-10 . planner group.

n The explosion of phantom assemblies is multi-level so that the individual materials can be assigned to the network activities.6WDQGDUG 1HWZRUN 0DWHULDO $VVLJQPHQWV  6WDQGDUG 1HWZRUN 0DWHULDO %20 6WDQGDUG %20 © SAP AG 1999 n You cannot assign materials directly to a standard network. © SAP AG CA800 5-11 . n A standard BOM does not have a "header component". The BOM in question can be either a material BOM or a standard BOM. the individual BOM items (materials) are assigned to the activities of the standard network. it is a tool that is only used for assigning material components to a standard network. but only indirectly using bills of material (BOMs). n In a second step. It is created and edited directly in the standard network.

For example. © SAP AG CA800 5-12 . control data. Unlike operative WBS’s.6WDQGDUG :%6 ‘ &RQWURO © & ˆ‰ !ƒ €G!0© ¡ & ‚ s £C r ! A1© & D©0 T¡£!© € %£g© ‰!#© ˆD%#D%y !£© & x  £ G $C @€ 5HVSRQVLELOLW\ 8 !& 9© !E 6 © q†4G4)¡£e& )r© 6 AT©£ 1 & & 0¡ 2UJDQL]DWLRQ G¤@1 © ’'& & © % 0 !¡ u %DVLF GDWD @€ 6WUXFWXUH  GR&© @Tu1C© s¦0© & s  £ *HQHUDO ƒ 1 G  %q@0€1¤T¡©C!£ £  ¤¡ ‚ r u  $ @0! 1 C r ‡  r w C©C)¡G)$„ ¡ ‚ @…  1 ! C "6 @€ ¤u!0¡ & "¦0r© t £$ ©&1@¦0sT¡ "r !# !£ g&©%¤ !0y£ !¡ G£ C$ ¤r€x0 0© r v £! ! $© g©9f¡gw26 @€ © SAP AG 1999 n You use standard WBS’s as templates for operative WBS’s. You can use standard WBS’s to plan the structure in advance (that is. the WBS hierarchy. and project documentation). n It is QRW possible to plan operative data with standard WBS’s. you cannot use a standard WBS for cost planning or time scheduling purposes. organizational assignments. standard WBS’s do not have user statuses.

The WBS elements do not have statuses. n If the status is CRES or RELS. n The status of the definition is &UHDWHG (standard WBS) (CRES). if the status is CLOS.6WDQGDUG :%6 6WDWXV PDQDJHPHQW 6\VWHP VWDWXV 3URMHFW GHILQLWLRQV &UHDWHG 8VHU VWDWXV :%6 HOHPHQW 5HOHDVHG &ORVHG © SAP AG 1999 n In the standard work breakdown structure. © SAP AG CA800 5-13 . standard work breakdown structures can be used as templates. only the definition has a status. 5HOHDVHG (standard WBS) (RELS) or &ORVHG (standard WBS) (CLOS). a standard work breakdown structure cannot be used as a template for creating either an operative or a standard WBS.

0DWHULDO 9”€9–i9lk™Ad– 9%“ • g m–h — •” j AqhGfd– 9idA˜– •A“ i ge — •”—™— ” Grouping –r p m ge 9i”…gqAh o…–ln Distr.channel —i– 9“ •” Material Sales org. © SAP AG CA800 5-14 . if you want to determine the requirements type and requirements class from the material master. You only require the MRP views (specifically. the strategy group. and MRP type).Q 053 YLHZV VWUDWHJ\ JURXS 053 JURXS 053 W\SH Item category group Material group Product attributes 5HTXLUHG IRU VHOHFWLQJ LWHP FDWHJRU\ LQ VDOHV RUGHU WKHUHIRUH HVVHQWLDO IRU GHWHUPLQLQJ UHTXLUHPHQWV W\SH © SAP AG 1999 n The sales views of a material are always required for assembly processing. Elevator Classic PS . MRP group.

WBS 1HWZRUN SURILOH &UHDWH H[WHUQDO UHODWLRQVKLSV" © SAP AG 1999 n Editing the "Network parameters for sales order" table is optional. Rel. If the entries are missing.$VVLJQPHQW RI 0DWHULDO WR 6WDQGDUG 1HWZRUNV 1HWZRUN SDUDPHWHUV IURP VDOHV RUGHU Material 0DWHULDO Type Std. If it has been entered a standard network is determined automatically in the sales order. you must enter them manually in the sales order. ntwk Alt. Profile MRP controller from 6WDQGDUG :%6 IRU DFF DVVJPQW 6WDQGDUG QHWZRUN 1HWZRUN W\SH Std. © SAP AG CA800 5-15 . ext.

reqn. Order costing ¡%2£4‚A© w  ¡ & 0& ©$ € ƒ%€)&AA)T¡£ r 1† „©&& w )~CG‡ € 6 f … Assembly type Availability Req. Order type Avail. strat. of config. allocation Costing ID Costing method 2UGHU W\SH Online assembly Capacity check No update EC mgt. check 6„ q’' q0  C &G¤¡ ‚ £© 0  me gop˜…”9%h od‰z gx {me Cons. Costing variant Valuation Costing sheet W/o val. Copy cst sheet Settlement profile CndTypLineItems Results analysis key CndTypLineItFix Consumption © SAP AG 1999 © SAP AG CA800 5-16 . assgmt. reduction CCf¤¡ w ‰†~%%&A £© £ 1 „© & s   ¡’4 !0¡ GT©£ ‚ Prod.&XVWRPL]LQJ  5HTXLUHPHQW &ODVV pm– t ox} d9¨l€–g %d– | Ind. components No MRP Configuration Automatic planning Special stock g&)C£ x £© u b' )6"6 6ƒ ƒ v 9u(kk˜— s • t–— Allocation ind. 9DOXH DQG TXDQWLW\ IORZ •i •A9dd%9qeg w ”pyxr h p—e lm odl‰z Costing Type comp. cat. transfer Acc.

n In the material master. which sales area is responsible?). n The requirements class controls the transfer of requirements between SD and PP. © SAP AG CA800 5-17 . This method can be used explicitly for special sales orders. but users can change it as required (possible item categories are defined in Customizing). alternative requirements types) manually in the sales order. n If the planning strategy group is missing in the material master. n The default requirements type is determined by the main strategy of the planning strategy group. the system looks for the requirements type for the sales order by using the item category group (sales view in the material master) and the MRP type. You can define substrategies (and.&RQWURO LQ 6' 6DOHV GRFXPHQW kA@v˜kle † –… piy –h”—x t lkiik…–p Œ v g%k…–˜ikq–p Œ eh p”y t ……9% g% lx%…e…e%hh x g vv %9iR–…–Ž”idR–…–pp ŒŒ g%eehk p˜dy¢tk g h p”y t 0DWHULDO PDVWHU –d…G w¤|¨ i…A€v@vpp )‰‰ – w| …9x% g% l%…e…e%hh …x g dkq–…˜…”ggG“ vkh p p% † “ ‹ˆ‰ Š ‰ –… p p t} g – o p kA€vˆq—¨9k–€‡km (qtg9…–˜– † vlhhi pd pi¨ o9 ldq–…–˜€”€”Tgggi—ˆmm 9”” ‰‰ v p p— o ¥$$ ew! 0€@10 @199ƒC !& C©‘g©@£2’©"¤©gG&GCT !£ ©ˆ † 0y  „ 0# £s¡£ s  ƒ w ¤ƒ% !© A$ ! C‘¤ƒ 0‰GA ! ¤ £¡  © „ && #¡$$ ¤ !0¡ ¤ƒ 50G¤GG©AC%A© C©£ ƒ £# s¡$ƒ $ y 1 q„FC%© r Rw! C)¤¡ 6 'ƒ £© £ © r Rw‚w †~%G‡ ƒ ! 1 „©&& —dd” —€qtGd– | —•y p } –˜€vq€—qGi– | … p p t} © SAP AG 1999 n The sales department obtains its central control keys from three different sources: the material master (which item is purchased?). the relevance to MRP. n A default item category is proposed when the order is entered in the system. This assignment is needed to find the correct requirements type in independent requirements management and sales order management. n The individual requirements types are assigned to requirements classes. the availability check in SD. the admissible planning strategies are assigned to the material (based on the planning strategy group). consequently. customer master (which customer is buying/what conditions have been defined for this customer?) and the SD document (what kind of contract applies. and other procedures.

n In the network activity or activity element.0. the following planned data is multiplied (in accordance with the execution factor and the quantity in the sales order item): é Duration é Work é Costs é Material n If the quantities in the sales order item change. © SAP AG CA800 5-18 . In the case of activity elements. the network is adjusted accordingly.$VVHPEO\ 3URFHVVLQJ 1XPEHU RI 3LHFHV 'XUDWLRQ [  &RVWV [  &RPSRQHQWV [  :RUN [  6' RUGHU  SF 1HWZRUN 1HWZRUN +HDGHU  3& +HDGHU  3& [ [ [  SF $FWLYLWLHV ZLWK QR H[HFXWLRQ IDFWRU DUH QRW PXOWLSOLHG © SAP AG 1999 n As of R/3 Release 4. the execution factor of the higher-level activity applies. All activities for which an execution factor has been defined are multiplied by the factor in question. you can enter quantities greater than one in the sales order for assembly processing with networks.

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If the networks are connected by cross-network relationships. you will be able to schedule the entire overall network. n The finish date of a network is proposed as the confirmed delivery date. © SAP AG 1999 n Assembly processing can be expanded to include several sales document items. The individual networks are assigned to a work breakdown structure. © SAP AG CA800 5-19 . This means that the standard networks used must have assignments to the same standard WBS. n The individual networks can be scheduled from the sales order. An individual network will be assigned to each item in this case.

© SAP AG 1999 n You will find the "SD/PS assignment" indicator in the control data for the project definition of the standard project. during assembly processing. a hierarchy is created in the operative WBS for HDFK VDOHV GRFXPHQW LWHP or whether a hierarchy is created for the HQWLUH VDOHV GRFXPHQW in the operative WBS. 6'36 DVVLJQPHQW 7 7 6DOHV RUGHU   7XUELQH FODVVLF  7XUELQH +. © SAP AG CA800 5-20 .3URMHFW 1XPEHU IURP 6DOHV 'RFXPHQW 1R 6'36 DVVLJQPHQW 7 6DOHV RUGHU   7XUELQH FODVVLF  7XUELQH +. This indicator determines whether.

I \RX XVH WKH 6'36 DVVLJQPHQW GR 127 IODJ WKH 2QO\ RQH URRW RSWLRQ LQ WKH SURMHFW SURILOH © SAP AG 1999 © SAP AG CA800 5-21 .7LSV IRU $VVHPEO\ 3URFHVVLQJ l 3D\ DWWHQWLRQ WR WKH DFFRXQW DVVLJQPHQW FDWHJRU\ RI WKH VDOHV RUGHU LWHP  LI WKH LWHP LV DQ DFFRXQW DVVLJQPHQW REMHFW \RX FDQ RQO\ XVH KHDGHUDVVLJQHG QHWZRUNV l 0DNH VXUH WKDW WKH FRGLQJ PDVN LV ZLGH HQRXJK WR ZULWH WKH VDOHV RUGHU QXPEHU EHWZHHQ WKH ILUVW DQG VHFRQG VSHFLDO FKDUDFWHU l .

$VVHPEO\ 3URFHVVLQJ 8QLW 6XPPDU\ <RX DUH QRZ DEOH WR l 8VH DVVHPEO\ SURFHVVLQJ WR FUHDWH D QHWZRUN ZKLOH FUHDWLQJ D VDOHV RUGHU7R GR WKLV \RX FUHDWH D VWDQGDUG QHWZRUN ILUVW DQG DVVLJQ LW WR WKH PDWHULDO RI WKH VDOHV GRFXPHQW LWHP l 7R GHILQH WKH 053 DQG VDOHV YLHZV LQ WKH PDWHULDO PDVWHU VR WKDW DVVHPEO\ SURFHVVLQJ LV SRVVLEOH l 7R GHILQH LQ &XVWRPL]LQJ WKH UHTXLUHPHQWV FODVV DQG W\SH DV ZHOO DV WKH SODQQLQJ VWUDWHJLHV IRU DVVHPEO\ SURFHVVLQJ © SAP AG 1999 © SAP AG CA800 5-22 .

you will create standard structures in the Project System. 6$3 PHQX /RJLVWLFV → 3URMHFW 6\VWHP → %DVLF GDWD → 7HPSODWHV → 6WDQGDUG :%6 → &UHDWH GRXEOHFOLFN.$VVHPEO\ 3URFHVVLQJ  ([HUFLVHV 8QLW $VVHPEO\ 3URFHVVLQJ • Creating a standard network and standard WBS • Creating materials for assembly processing • Creating a sales order 7RSLF $VVHPEO\ 3URFHVVLQJ In the following exercises. You will also edit a material that you use when creating a sales order. These are standard structure that you require for assembly processing and configuration. you will link your standard network to this material. In the Project System. 1-1 Create a standard WBS.

project def. (QWHU WKH GDWD DERYH LQ WKH LQLWLDO VFUHHQ &RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³(QWHU´ LFRQ ± WKLV ZLOO WDNH \RX WR WKH EDVLF GDWD VFUHHQ RI WKH GHILQLWLRQ &KDQJH WKH VKRUW WH[W FRUUHVSRQGLQJO\ &OLFN WKH ³:%6 VWUXFWXUH´ LFRQ &OLFN WKH ³5HSODFH´ LFRQ DQG FRQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³5HSODFH´ LFRQ 1RZ FOLFN WKH ³. Change the key from E-1004 to E-98##. 1-1-1 Create a standard WBS called E-98##. and include the WBS elements.QFOXGH´ LFRQ © SAP AG CA800 5-23 . Enter the following data on the initial screen: )LHOG 1DPH 9DOXHV Standard project definition Template Std. ( ( Change the short text to “Standard elevator (Group ##)”.

and save the standard project.QVHUW OLQH´ LFRQ (QWHU WKH GDWD DERYH 6HOHFW ERWK :%6 HOHPHQWV DQG FKRRVH (GLW → 2EMHFW → /HYHO GRZQ 1-1-3 Activate the “Planning element” indicator for both the new WBS elements. Use the following data and assign the WBS elements in the third hierarchy level. :%6 HOHPHQW 'HVFULSWLRQ 3URFXUHPHQW PHFK SDUWV E-98##-2-1 3URFXUHPHQW HOHF SDUWV E-98##-2-2 &OLFN WKH ³:%6 HOHPHQW RYHUYLHZ´ LFRQ 3ODFH \RXU FXUVRU RQ WKH :%6 HOHPHQW ³$VVHPEO\´ DQG FOLFN WKH ³. &OLFN WKH ³3URMHFW GHILQLWLRQ´ LFRQ &KRRVH (GLW → 6WDWXV → 5HOHDVH &OLFN WKH ³6DYH´ LFRQ 1-2 Create a standard network.1-1-2 Depict “Procurement” in more detail by adding two WBS elements to the standard WBS element E-98##-2. 2Q WKH %DVLF 'DWD WDE SDJH DFWLYDWH WKH ³3(´ LQGLFDWRU IRU ERWK WKH QHZ :%6 HOHPHQWV 1-1-4 Release the definition of your standard project. 6$3 PHQX /RJLVWLFV → 3URMHFW 6\VWHP → %DVLF GDWD → 7HPSODWHV → 6WDQGDUG 1HWZRUN → &UHDWH GRXEOHFOLFN.

network &OLFN WKH ³&RS\ IURP´ LFRQ DQG LQ WKH GLDORJ ER[ WKDW DSSHDUV HQWHU WKH VWDQGDUG QHWZRUN ( DOWHUQDWLYH  &RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³&RQWLQXH´ LFRQ © SAP AG CA800 5-24 . Enter the following data on the initial screen: )LHOG 1DPH 9DOXHV (OHYDWRU PRGHO JURXS  Profile ( Std. 1-2-1 Create a standard network called E-98## using the standard network E-1004 alternative 1 as a template.

Enter the following data: )LHOG 1DPH 9DOXHV 6WDQGDUG 1HWZRUN *URXS Short text 5HOHDVHG JHQHUDO.1-2-2 Change the header of the standard network.

Network status .

( Std. 1-2-3 Create an internal processing activity called “ Delivery. WBS element &RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³(QWHU´ LFRQ This takes you to the alternative overview.” Enter the following data: )LHOG 1DPH 9DOXHV  Activity number 'HOLYHU\ Description  GD\V duration  KRXUV Work  Work center &OLFN WKH ³$FWLYLW\ RYHUYLHZ´ LFRQ &UHDWH D QHZ DFWLYLW\ ZLWK WKH GDWD DERYH &RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³(QWHU´ LFRQ 1-2-4 Create an FS relationship from the activity “ Assembly” to the activity “ Delivery.Q WKH ³2SHUDWLRQ VHOHFWLRQ´ DUHD VHOHFW WKH DFWLYLW\ ³$VVHPEO\´ 7KHQ FOLFN WKH ³&UHDWH UHODWLRQVKLS´ LFRQ &OLFN WKH ³%DFN´ LFRQ © SAP AG CA800 5-25 .” 6HOHFW WKH DFWLYLW\ FDOOHG ³'HOLYHU\´ &OLFN WKH ³5HODWLRQVKLS RYHUYLHZ´ LFRQ .

$FWLYLW\ 6WG :%6 HOHPHQW ( 1000 ( 1010 ( 1030 ( 1050 ( 1080 ( 1100 ( 1140 1150 &KRRVH WKH ³7RWDO´ WDE SDJH (      (QWHU WKH DVVLJQPHQW &RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³(QWHU´ LFRQ &OLFN WKH ³6DYH´ LFRQ 1-3 Create a material in the material master.1-2-5 Assign your standard network activities to the WBS elements in your standard WBS. Use the following assignments and then save your standard network. 6$3 PHQX /RJLVWLFV → 3URGXFWLRQ → 0DVWHU 'DWD → 0DWHULDO 0DVWHU → 0DWHULDO → &UHDWH JHQHUDO.

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1-3-1 Create a material called M-98##. Enter the following data on the initial screen: )LHOG 1DPH 9DOXHV 0 Material 3ODQW HQJLQHHULQJ DQG FRQVWUXFWLRQ Industry sector )LQLVKHG SURGXFW Material type ( Copy from material &RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³(QWHU´ LFRQ RU WKH ³6HOHFW YLHZ V.

´ LFRQ ± WKLV ZLOO WDNH \RX WR WKH YLHZ VHOHFWLRQ VFUHHQ © SAP AG CA800 5-26 .

3 and 4 Accounting 1 and 2 Costing 1 and 2 1RZ FOLFN WKH ³2UJDQL]DWLRQDO OHYHOV´ LFRQ 1-3-3 A dialog box appears where you can specify the organizational levels for the individual views that you are about to create and copy.1-3-2 Select the following fields on the view selection screen: 9LHZ Basic data 1 and 2 Sales: Sales org. Change the short text to “ Material Group ##” . &KDQJH WKH VKRUW WH[W WR ³0DWHULDO *URXS . data 1 and 2 Sales: General/plant data MRP 1. 2. copy all views and save the new material. Enter the following data: )LHOG 1DPH Plant Sales organization Distribution channel 2UJ /HYHOV    1RZ FOLFN WKH ³&RQWLQXH´ LFRQ &RS\ IURP    1-3-4 The basic data view of your new material appears.

HHS FOLFNLQJ WKH ³(QWHU´ LFRQ XQWLO D GLDORJ ER[ DSSHDUV ZLWK WKH PHVVDJH ³/DVW GDWD VFUHHQ UHDFKHG´ 7R VDYH WKH QHZ PDWHULDO FOLFN WKH ³<HV´ LFRQ © SAP AG CA800 5-27 .´ .

6$3 PHQX /RJLVWLFV → 3URMHFW 6\VWHP → %DVLF GDWD → 7HPSODWHV → 1HWZRUN 3DUDPHWHUV IURP 6DOHV 2UGHU → (GLW GRXEOHFOLFN. If you decide not to work through this part of the exercise now.1-4 (Optional) Assign material E-98## to your standard network (E-98##). you will always have the option of entering missing data when you create a sales order for the material.

0DLQ 6$3 5 PHQX /RJLVWLFV → 6DOHV DQG 'LVWULEXWLRQ → 6DOHV → 2UGHU → &UHDWH GRXEOHFOLFN. WBS element &OLFN WKH ³&UHDWH SDUDPHWHUV´ LFRQ &RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³6DYH´ LFRQ 7R H[LW FOLFN WKH ³%DFN´ LFRQ WZLFH 1-5 Create a sales order for your material. network  Network profile  DOWHUQDWLYH   MRP controller ( Std. 1-4-1 Create a new entry for your material with the following data. )LHOG 1DPH 9DOXHV 0 Material number Order type ( Std.

1-5-1 Enter the following data on the initial screen: )LHOG 1DPH 9DOXHV 36 Order type  Sales organization  Distribution channel  Division &RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³(QWHU´ LFRQ ± WKLV ZLOO WDNH \RX WR WKH HQWU\ VFUHHQ © SAP AG CA800 5-28 .

7RGD\¶V GDWH  PRQWKV Req. )LHOG 1DPH 9DOXHV  Sold-to party *URXS Purch. Sales order number: _________________ 1-6 Use the Project Builder to display the project for your sales order.PSRUWDQW If you decided not to work through the task 1-4-1. order no. &OLFN WKH ³6DYH´ LFRQ When the SAP R/3 System is saving the sales order. Use the following data and plan “ complete delivery” on the confirmed date. &RQILUP WKLV GLDORJ ER[ 7R DFFHSW WKH FRQILUPHG GHOLYHU\ GDWH FOLFN WKH ³&RPSOHWH GHOLYHU\´ LFRQ 1-5-3 Save the sales order.date 0 Material  Order quantity &RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³(QWHU´ LFRQ . a WBS is created – based on the assignment of your standard network to the standard project. and make a note of the sales order number displayed there. 6$3 PHQX /RJLVWLFV → 3URMHFW 6\VWHP → 3URMHFW → 3URMHFW %XLOGHU GRXEOHFOLFN. deliv. Look at the status bar. a dialog box will appear at this point asking you to enter the missing data that is required for assembly processing.1-5-2 Cerate a sales order for your material.

This project is called E-XXXX (XXXX stands for the last 4 digits of your sales order number). ([SDQG WKH HQWLUH VWUXFWXUH 6HOHFW WKH QHWZRUN KHDGHU LQ WKH VWUXFWXUH 2Q WKH GHWDLO VFUHHQ FKRRVH WKH ³$VVLJQPHQWV´ WDE SDJH 7R H[LW WKH 3URMHFW %XLOGHU FOLFN WKH ³%DFN´ LFRQ © SAP AG CA800 5-29 . 1-6-1 Open the project for the sales order. &OLFN WKH ³2SHQ´ LFRQ .Q WKH GLDORJ ER[ WKDW DSSHDUV HQWHU WKH NH\ RI WKH SURMHFW GHILQLWLRQ &RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³2SHQ´ LFRQ 1-6-2 Look at the “ Assignments” tab page of the corresponding network and view the sales order assignment.

7RROV &RQWHQWV l )OH[LEOH GHWDLO VFUHHQV l 7DEOH &RQWUROV l 0DVV FKDQJH l 6XEVWLWXWLRQ YDOLGDWLRQ l 2SHQ 36 l &RQILJXUDWLRQ RI QHWZRUNV © SAP AG 1999 © SAP AG CA800 6-1 .

7RROV 8QLW 2EMHFWLYHV $W WKH FRQFOXVLRQ RI WKLV XQLW \RX ZLOO EH DEOH WR l 8VH IOH[LEOH GHWDLO VFUHHQV DQG WDEOH FRQWUROV VR WKDW GDWD LV GLVSOD\HG LQ DFFRUGDQFH ZLWK \RXU UHTXLUHPHQWV l 8VH WKH PDVV FKDQJH IXQFWLRQ WR FKDQJH PDVWHU GDWD LQ SURMHFWV l 8VH VXEVWLWXWLRQ DQG YDOLGDWLRQ © SAP AG 1999 © SAP AG CA800 6-2 .

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 $SSHQGL[ $UFKLYLQJ 7RROV $VVHPEO\ 9HUVLRQV $FWLYLWLHV &©# ! %¦#£ " £ $ ! ©¨§  ¡ ¥ £ ¦¥¤¡¢  £ &RXUVH 2YHUYLHZ © SAP AG 1999 © SAP AG CA800 6-3 .

7RROV %XVLQHVV 6FHQDULR l <RX XVH IOH[LEOH GHWDLO VFUHHQV DQG WDEOH FRQWUROV VR WKDW WKH ZD\ GDWD LV GLVSOD\HG LQ 36 PHHWV WKH UHTXLUHPHQWV RI \RXU FRPSDQ\ V XVHUV l <RX XVH WKH PDVV FKDQJH WUDQVDFWLRQ WR FKDQJH ODUJH TXDQWLWLHV RI PDVWHU GDWD IRU :%6 V DQG DFWLYLWLHV © SAP AG 1999 © SAP AG CA800 6-4 .

hide. Flexible detail screens enable you to show. n The flexible detail screens created refer to a project profile or network profile.in this case. Second.)OH[LEOH 'HWDLO 6FUHHQV ([DPSOH    7DE 3DJHV 7LWOH LFRQ 'HWDLO 6FUHHQV 8S WR  GHWDLO VFUHHQV SHU WDE SDJH %DVLF GDWD 'DWHV 0LOHVWRQHV 3URJUHVV DQDO\VLV $GPLQLVWUDWLRQ © SAP AG 1999 n Detail screens are available for WBS elements and activities. You can define up to 5 detail screens for each tab page. you can define detail screens in PS Customizing .these are then included in the tab pages. the screens are generally applicable. you can define detail screens within the application . You have two options for creating detail screens. the screens are user-specific. © SAP AG CA800 6-5 . and define titles for individual tab pages. n You can define detail screens of your own in Customizing . and to display icons for tab pages.in this case. First.

8VHU6SHFLILF 6HWWLQJV 7DEOH &RQWUROV  Hi Lev. WBS element 1 2 3 3 2 2 3 3 1 1 1 1 1 Description GC Pl System status Elevator CRTD CRTD aaa CRTD aaa CRTD aaa CRTD aaa CRTD aaa CRTD aaa CRTD aaa    6ZDS URXQG  &ROXPQ ZLGWK  8VHU VHWWLQJV DQG DGPLQLVWUDWRU VHWWLQJV AD(@DC(2@39810)' 3 0 ( 10@CD(2@9810)' ( 330 ( BC887605)' (330 ( BA8837605)' (3 0 ( 330 ( @9810)' @9810)' 330 ( 508837605()' (3 0 330 24210()' © SAP AG 1999 n Table controls are used for displaying WBS and activity overviews. Administrator settings affect all users. and the width of columns. You can also use the administrator settings to hide specific columns. You can change the sequence in which columns appear. You can save your settings as user-specific settings. © SAP AG CA800 6-6 . This means that you can manipulate the layout of these overviews.

n If validation detects that a statement is incorrect. You also define rules for validation and substitution in PS Customizing.e. written to the appropriate field).7 (.7 R%D¦ex2¤R © G £ Q Q I $© ¤¤ !G¡ %Twv I¥$©f %ca t &  G G R GrQ Q u! ©H£¤ !¡ $ ¤%Bs%BG Dgg HT¤R © p` g %W© dY %e© f q i ©h g f$ £ G  E a ` © ! V £SQ Q© I G G#F £ £ eedcb%S 1Y! $X©WU¡HT¤R PH !© H& H¤©©"E ‡TT†e…`„e !© e)$ ! W¤R Qe© „) g# %) g S"v ‚ £ © &¡$Q I&© h ©$ © ‚i ` G&¡S& ƒp g© €rH¤%T©£ ¡ £©EQ ¤%X&HH%¤R Qe© I G G#F £ £ ¤ !© & u©eU©yE (. n In Customizing for PS. if the person responsible for the project is Ms Morris.. For example. © SAP AG CA800 6-7 . You can also set up user exits for substitution. you can prevent incorrect WBSs being saved. you can define default values for validation and substitution in the project profile (or network profile).. Substitution is also suitable for mass changes. You can use a substitution to set several values at the same time. For example. n You can use a validation to check several values at the same time.9DOLGDWLRQ DQG 6XEVWLWXWLRQ 6XEVWLWXWLRQ 9DOLGDWLRQ 3UHUHTXLVLWH 3UHUHTXLVLWH (. You can use a special indicator to specify whether a validation or substitution should be carried out when the WBS is saved.7 5HSODFH YDOXHV &KHFN (. then cost center 4290 is substituted (i. the system can react in different ways: a warning... n Substitution involves writing specific values to master data fields of a WBS (or network) if a prerequisite is met. an error message or an information message can be issued. In this way.7 5HDFWLRQ 7HUPLQDWLRQ RI WKH VXEVWLWXWLRQYDOLGDWLRQ © SAP AG 1999 n Validation is a means of checking input that is not available in the standard R/3 system. you can check if the ELOOLQJ HOHPHQW indicator is set at the first level of the hierarchy when the project is of the project type "&XVWRPHU SURMHFW".

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activities. milestones and relationships. if you make a mass change. activity elements. networks. this might mean that a large number of objects will be changed simultaneously. you cannot undo the changes made. WBS elements. 2EMHFWV WKDW FDQ EH FKDQJHG • • • • • • 3URMHFW GHILQLWLRQV :%6 HOHPHQWV 1HWZRUNV $FWLYLWLHV DFWLYLW\ HOHPHQWV 5HODWLRQVKLSV 0LOHVWRQHV 0DVV FKDQJH © SAP AG 1999 &DQQRW EH XQGRQH n You can use the mass change function to make cross-project changes to fields pertaining to project definitions. n You can test the extent of your changes before you actually make a mass change. For this reason. n Remember that. n The same authorization objects as for individual changes are used for mass changes. always be particularly careful when you use this transaction. In many cases. © SAP AG CA800 6-8 .

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'LUHFW DFFHVV 3URMHFW %XLOGHU 6WUXFWXUH 3URMHFW SODQQLQJ 6WUXFWXUH LQIR V\VWHP ERDUG 3ODQQLQJ 0DVV FKDQJH 'LUHFW FKDQJH QR FRQWURO.

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n A log of changes is output for every mass change. and analyze it later. © SAP AG CA800 6-9 . you have the option of displaying the original values. /RJV © SAP AG 1999 n You can make a mass change directly. You can save this log. you select the fields to be changed. In this case. and you define new values without knowing what the old values were. n If you go to make a mass change in the table view.

code Milestones Field key Acc. é Only the selected objects are changed é You can select objects using conditions (for instance. the field "Responsible person" of the object "WBS element". element New values Elevator Elevator Engineering Engineering Procurement Procurement Assembly Assembly © SAP AG 1999 n The table form for mass changes has several advantages compared to the simple transaction: é The old values of object fields can be displayed (for instance. select all WBS element with company code 1000 or 2000). © SAP AG CA800 6-10 . assign.7DEXODU 0DVV &KDQJHV Restrictions Project definition WBS element Old values WBS elements Description Networks Activities Co.

R/3 is broken down into Business Objects. These business objects can be processed by the BAPIs of the EPS 4. You can also download the current version of Open PS for Microsoft Project from here. use the alias PS (see also Online Service System (OSS) note 144 467).0 interface is based on SAP BAPI technology. see the Online Service System note above.QWHUIDFH VROXWLRQ ([WHUQDO SURMHFW PDQDJHPHQW VRIWZDUH HJ 2SHQ 36 IRU 06 3URMHFW HJ 06 3URMHFW © SAP AG 1999 n The EPS 4. © SAP AG CA800 6-11 .sap. 921•41“‘ —– ” ’ ‰ ˆ 5 ZLWK (36  LQWHUIDFH . which are structured according to business criteria.0 interface in SAPnet . If this doesn’t work.(36 . you can use the BAPI PDLQWDLQ to process a WBS. Enter the following URL in your browser: http://service. and the BAPI JHWLQIR to read activity or WBS data.com/ps. Business objects in the Project System are: 3URMHFW'HILQLWLRQ :RUN%UHDNGRZQ6WUXFW and 1HWZRUN.QWHUIDFH 5 36 %$3. n You can find a description of the EPS 4. For example.after logging on.0 interface.

all languages available in MS Project are supported. and establishes a connection to Microsoft Project. go to the Project System homepage (http://sapnet. you must have installed Microsoft Project (MS Project 98 SR 1) on your PC. © SAP AG CA800 6-12 . To use it. using the alias "PS". you can toggle between English and German. Log on to SAPnet. n Open PS is supplied by SAP for 4.3. In case of difficulties.5 or 4. As of Open PS version 1. read Online Service System (OSS) note 144 467.com/PS). You can also download the program itself and the necessary documentation from there.sap. where you will find a link to Open PS for Microsoft Project.2SHQ 36 IRU 0LFURVRIW 3URMHFW l &UHDWH SURMHFWV LQ 06 3URMHFW DQG WUDQVIHU WR 6$3 36 l &UHDWH SURMHFWV LQ 6$3 36 DQG WUDQVIHU WR 06 3URMHFW l &KDQJH SURMHFWV DQG WUDQVIHU LQ ERWK GLUHFWLRQV † 3UHUHTXLVLWH 0LFURVRIW 3URMHFW  65 † 3UHUHTXLVLWH 6$3 5 5HOHDVH  © SAP AG 1999 n You will find a brief description of Open PS for Microsoft Project in SAPnet. The "PS World of Knowledge" page appears.6 systems. and. In Open PS itself.

or duration). The networks and work breakdown structures are basically identical for the different variants. only elements of the standard WBS that are assigned to the activities selected in the configuration. all activities. n If you want to use configuration. or different production resources/tools. and assigned to a level-2 WBS element (A1000). © SAP AG CA800 6-13 . n WBS’s are configured indirectly: the activities of configurable standard networks are assigned to the elements of a standard WBS. you usually start out from a standard superstructure. If you create and configure a network (by copying from a standard network). but they have specific characteristic values.&RQILJXUDWLRQ RI 3URMHFW 6WUXFWXUHV &UHDWH QHWZRUNV E\ FRS\LQJ n m hlhgkjf i Mat 1 $VVLJQ FKDUDFWHULVWLF YDOXHV Mat 1 Mat 2 Mat 2 PRT PRT $VSHFWV RI &RQILJXUDWLRQ 9DULDQW &RQILJXUDWLRQ &)© e%e©e©e G$  S© $ ! X©V6r d &ODVVLILFDWLRQ 6\VWHP 2EMHFWV ZLWK 'HSHQGHQFLHV $FWLYLWLHV 36 %20 357 33 &) !G$ & ™ !© %e$ G£ $ £  f ˜ © & e&)%&TT g a e a © SAP AG 1999 n You can use configuration in the Project System if you wish to produce a complex product which has different variants. have different quantities (of material components. labor. or elements that are hierarchically above such WBS elements can be copied into an operative WBS. In other words. might have alternative or additional activities. Materials and maintenance plans are configurable elsewhere in the R/3 System. all activity elements and all materials. n When using configuration. the standard network and standard WBS contain all objects that might be needed for any product variant: that is. The only configurable object in the Project System is the standard network. Example: Activity 1000 is selected in the configuration. you must use configurable standard networks. The work breakdown structure now contains this element (A1000) and also its higher-level element from level 1 of the hierarchy.

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material components) are defined in the standard network. work centers. configuration).e. © SAP AG CA800 6-14 . This determines which activities and activity elements are copied to the operative structure for a certain variant. Object dependencies for the components or BOM items assigned to the activities are defined in the bill of material (for a configurable material) used. 2EM GHSHQGHQFLHV 2EM &KDUDFWHULVWLF YDOXHV 357V © SAP AG 1999  36  n You use characteristics and characteristic values to specify the details and attributes of different variants. you go automatically to the transaction for assigning characteristic values (i. object dependencies refer to the characteristics and their values. activity elements. n Object dependencies for the objects selectable in configuration (activities. In standard structures. Once you have entered the necessary data for the network header.

7RROV 8QLW 6XPPDU\ <RX DUH QRZ DEOH WR l 6HW XS IOH[LEOH GHWDLO VFUHHQV DQG ZRUN ZLWK WDEOH FRQWUROV l 0DNH XVH RI WKH PDVV FKDQJH WUDQVDFWLRQ l 8VH VXEVWLWXWLRQ DQG YDOLGDWLRQ LQ QHWZRUNV DQG ZRUN EUHDNGRZQ VWUXFWXUHV <RX DUH QRZ IDPLOLDU ZLWK l 2SHQ 36 IRU 0LFURVRIW 3URMHFW l &RQILJXUDWLRQ RI QHWZRUNV © SAP AG 1999 © SAP AG CA800 6-15 .

Call up the Project Builder to do this. and the tools you can use to make changes to project structures.7RROV  ([HUFLVHV 8QLW 7RROV • Flexible data screens. table controls • And/or substitution/validation • And/or mass changes 7RSLF 7RROV In the following exercises. 1-1 2SWLRQDO Work with flexible data screens and table controls. 6$3 PHQX /RJLVWLFV → 3URMHFW 6\VWHP → 3URMHFW → 3URMHFW %XLOGHU 6HOHFW 3URMHFW %XLOGHU E\ GRXEOHFOLFNLQJ. you will familiarize yourself with the tools you can use to change the appearance of structures.

1-1-1 Create a user specific tab page called “Basis ##” with the “Basic data for WBS elements”.Q WKH ³'HWDLO VFUHHQV RQ WDE SDJH´ VHFWLRQ VHOHFW WKH ³:%6 HOHPHQW EDVLF GDWD´ RSWLRQ 8VH WKH ³OHIWDUURZ´ LFRQ WR FRS\ WKLV WR WKH ILUVW VFUHHQ &OLFN WKH ³6DYH´ LFRQ &OLFN WKH ³%DFN´ LFRQ © SAP AG CA800 6-16 . Use the following data: Field Name Values Tab title Basis ## Icons Icon of your choice First tab page Check this box 6HOHFW \RXU SURMHFW E\ GRXEOHFOLFNLQJ LW LQ WKH ³7HPSODWHV´ DUHD 7KHQ SODFH \RX FXUVRU RQ WKH :%6 HOHPHQW ( DUHD LQ WKH ³6WUXFWXUH´ &KRRVH WKH PHQX RSWLRQ ³6HWWLQJV → /D\RXW GHWDLO VFUHHQV´ WR GR WKLV 8VH WKH DERYH GDWD IRU \RXU QHZ WDE SDJH .

Adapt the table for the “ Basic data” to you requirements: Field Name Values Variant Group ## Use as standard setting? Yes &OLFN WKH ³:%6 HOHPHQW RYHUYLHZ´ LFRQ 6ZDS DURXQG VRPH FROXPQV E\ ³GUDJJLQJ DQG GURSSLQJ´ WKHP &KDQJH VRPH RI WKH FROXPQ ZLGWKV 3ODFH \RXU FXUVRU RQ WKH OLQH VHSDUDWLQJ WZR FROXPQV DQG NHHSLQJ \RXU ILQJHU GRZQ RQ \RXU OHIW PRXVH EXWWRQ VKLIW WKH OLQH WR FKDQJH WKH ZLGWK 6DYH \RXU FKDQJHV LQ D YDULDQW &OLFN WKH LFRQ IRU HGLWLQJ WDEOH VHWWLQJV WKLV LV RQ WKH WRS ULJKW LQ WKH WDEOH FRQWURO.1-1-2 Create a user-specific table control for the WBS element overview.

 (QWHU WKH GDWD DERYH &OLFN WKH ³&UHDWH´ LFRQ 7R H[LW YDULDQW PDLQWHQDQFH FOLFN WKH ³6DYH´ LFRQ 7R H[LW WKH 3URMHFW %XLOGHU FOLFN WKH ³6DYH´ LFRQ © SAP AG CA800 6-17 .

1-2 2SWLRQDO Use the substitution “ PSSUB01” in project E-99##. 6$3 PHQX /RJLVWLFV → 3URMHFW 6\VWHP → 3URMHFW → 3URMHFW %XLOGHU 6HOHFW 3URMHFW %XLOGHU E\ GRXEOHFOLFNLQJ. Call up the Project Builder again.

Here you change the person responsible for WBS elements and carry out the substitution for all WBS elements. &OLFN WKH ³:%6 HOHPHQW RYHUYLHZ´ LFRQ &KRRVH WKH ³5HVSRQVLELOLWLHV´ WDE SDJH (QWHU WKH YDOXH  LQ WKH ³5HVSRQVLEOH SHUVRQ´ ILHOG IRU VRPH :%6 HOHPHQWV DQG \RXU RZQ FRXUVH JURXS QXPEHU LQ WKH VDPH ILHOG IRU RWKHU :%6 HOHPHQWV 6HOHFW DOO :%6 HOHPHQWV E\ FOLFNLQJ WKH ³6HOHFW DOO´ LFRQ &KRRVH (GLW → 9DOLGDWLRQ6XEVWLWXWLRQ → 6XEVWLWXWLRQ .I WKH GLDORJ ER[ DSSHDUV \RX FDQ VHOHFW VXEVWLWXWLRQ 3668% E\ GRXEOHFOLFNLQJ LW $ GLDORJ ER[ DSSHDUV ZLWK PHVVDJHV UHODWLQJ WR WKH VXEVWLWXWLRQ &RQILUP WKLV GLDORJ ER[ E\ FOLFNLQJ WKH ³&RQWLQXH´ LFRQ Look at the changes that have been made in the “ Responsible cost center” field. 6HOHFW \RXU SURMHFW E\ GRXEOHFOLFNLQJ LW LQ WKH ³7HPSODWHV´ DUHD 1-2-1 You can best see the effects of substitution PSSUB01 on the 5HVSRQVLELOLWLHV tab page. 6DYH \RXU FKDQJHV E\ FOLFNLQJ WKH ³6DYH´ LFRQ 7R H[LW WKH 3URMHFW %XLOGHU FOLFN WKH ³([LW´ LFRQ © SAP AG CA800 6-18 .

6$3 PHQX /RJLVWLFV → 3URMHFW 6\VWHP → %DVLF GDWD → 7RROV → 0DVV &KDQJHV → ([HFXWH GRXEOHFOLFN WR VWDUW WUDQVDFWLRQ.1-3 2SWLRQDO Use the mass change function to process all of the WBS elements in project E-99##.

The system then displays a log. 3URFHHG LQ WKH VDPH ZD\ DV GHVFULEHG LQ WKH SUHFLRXV H[DPSOH :KHQ \RX PDNH WKH PDVV FKDQJH UHPHPEHU WR DFWLYDWH WKH DSSURSULDWH ³5HSODFH RQO\´ ILHOGV DQG WR HQWHU ZRUN FHQWHUV ³´ DQG ³´ LQ WKH DSSURSULDWH ILHOGV © SAP AG CA800 6-19 . &KRRVH WKH ³:%6 HOHPHQWV´ WDE SDJH 6HOHFW WKH ³3URMHFW W\SH´ ILHOG DQG FOLFN WKH ³&KRRVH´ LFRQ WR PRYH LW WR WKH VHOHFWLRQ &RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³&RQWLQXH´ LFRQ 8VH WKH PDWFKFRGH IXQFWLRQ WR VHOHFW WKH YDOXH WKDW GHQRWHV D ³&XVWRPHU SURMHFW´ 7HVW \RXU FKDQJHV E\ FOLFNLQJ WKH ³7HVW FKDQJHV´ LFRQ 7KH V\VWHP GLVSOD\V D ORJ RI WKH FKDQJHV /RRN RYHU WKH ORJ DQG H[LW LW E\ FOLFNLQJ WKH ³%DFN´ LFRQ . In all cases. You can save this log when you go to exit it (by clicking the “ Back” icon). .I QR SUREOHPV DULVH GXULQJ WKH WHVW UXQ ZULWH \RXU FKDQJHV WR WKH GDWDEDVH E\ FOLFNLQJ WKH ³([HFXWH´ LFRQ A dialog box appears confirming that the changes have been made. change work center “ 2000” to work center “ 2100” . 1-3-2 (Optional) Follow the same procedure as above to change the work center defined for the activities in your networks.I QHFHVVDU\ VSHFLI\ WKDW WKH '% LQIR SURILOH LV ³´ DQG FRQILUP WKLV E\ FOLFNLQJ WKH ³&RQWLQXH´ LFRQ 2Q WKH LQLWLDO VFUHHQ HQWHU \RXU SURMHFW (  &RQILUP E\ FKRRVLQJ WKH ³([HFXWH´ LFRQ 1-3-1 Change the project type to “ Customer project” for all WBS elements. You are now back in the “ Mass Change” transaction.

$UFKLYLQJ &RQWHQWV l $UFKLYLQJ SURMHFW VWUXFWXUHV © SAP AG 1999 © SAP AG CA800 7-1 .

$UFKLYLQJ 8QLW 2EMHFWLYHV $W WKH FRQFOXVLRQ RI WKLV XQLW \RX ZLOO EH DEOH WR l 6HW GHOHWLRQ IODJV DQG GHOHWLRQ LQGLFDWRUV l *HQHUDWH DUFKLYH ILOHV DQG GHOHWH RSHUDWLYH GDWD IURP WKH GDWDEDVH l $QDO\]H DUFKLYH ILOHV LQ WKH 6WUXFWXUH'DWHV LQIRUPDWLRQ V\VWHP © SAP AG 1999 © SAP AG CA800 7-2 .

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 $SSHQGL[ $UFKLYLQJ 7RROV $VVHPEO\ 9HUVLRQV $FWLYLWLHV &©# ! %¦#£ " £ $ ! ©¨§  ¡ ¥ £ ¦¥¤¡¢  £ &RXUVH 2YHUYLHZ © SAP AG 1999 © SAP AG CA800 7-3 .

$UFKLYLQJ %XVLQHVV 6FHQDULR l <RXU FRPSDQ\ KDV EHHQ ZRUNLQJ ZLWK 36 IRU VHYHUDO \HDUV 6HYHUDO H[WHQVLYH SURMHFWV KDYH UHFHQWO\ EHHQ FRPSOHWHG 7KHVH SURMHFWV VWLOO WDNH XS VWRUDJH FDSDFLW\ LQ WKH GDWDEDVH DQG VORZ GRZQ WKH SHUIRUPDQFH RI WKH HQWLUH V\VWHP <RX PRYH WKH GDWD IURP WKH GDWDEDVH EXW PDNH VXUH WKDW LW FDQ VWLOO EH HYDOXDWHG © SAP AG 1999 © SAP AG CA800 7-4 .

you can improve your system’s performance. and import R/3 updates more quickly. make administration easier. reduce the time it takes to make backups. © SAP AG CA800 7-5 .$UFKLYLQJ :K\" $IWHU %HIRUH 2SHUDWLYH V\VWHP $UFKLYH © SAP AG 1999 n By archiving data.

you can automatically delete operative data from the database in conjunction with an archiving run.$UFKLYLQJ 7HUPV 'DWD DQG DUFKLYLQJ SURJUDPV l $UFKLYLQJ REMHFW 0RYH RSHUDWLYH GDWD WR DUFKLYH l $UFKLYLQJ l 'HOHWLRQ UXQ 'HOHWH RSHUDWLYH GDWD IURP GDWDEDVH l 5HRUJDQL]DWLRQ $UFKLYH DQG GHOHWH © SAP AG 1999 n Archiving is often used as a synonym for archiving DQG deleting. To be absolutely precise. However. © SAP AG CA800 7-6 . in the R/3 system. archiving really only involves the moving of operative data to an archive file.

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including all transaction data and project versions.© SAP AG n CA800 7-8 The archiving program is a tool for archiving and deleting data from the R/3 System. © SAP AG 1999 $UFKLYLQJ REMHFW 36B352-(&7 ec& & 9r q )© p !9¡  2ih © e 0 !& 2g¡%fT¡ Y &  8 F¤ !9¡ db0£cb9F¤¡ Y &  F©%¤ !¡ &C© @)9 G  ! 2 & ¤ R!¡ TC4©£ )¡ a&   9&& B !& 6© !A 3 ¤ !9¡ C$ 9`8 FC ) Y ¤ !9¡ ¤`¡£ 3  $# © 0 ) !& 21© 2© & 9 $ F 9© ! T !9S VD 9 $ XW! T !9S VD &  © F !© 2U% ) 3 &C%¤ !¡ &C© )@9 G © &C !© )% !# $ED   &C©T%6©£ #©S RC !& FQ% ) 3 &¡$ ©  & 0 9 9 P2 !© 1©I2H !& BC© !A 3  9 8 $ 5 ¤ !9¡ @¦9©2 ! %©764¡£ 3 &¡$) $ !& 2F% !# ED © 0 § !& 21© )© (  :RUN EUHDNGRZQ VWUXFWXUH 1HWZRUN $UFKLYLQJ 2SHUDWLYH 6WUXFWXUHV . you can archive and delete PS operative data (master data) such as networks and WBS’s. Using the archiving object PS_PROJECT.

n You can also set and remove deletion flags for WBS’s and networks manually. They are defined in the network type. . Once set. for example. If.5. n Deletion indicators can only be set in the background. you set a deletion flag in the background for several projects. n Residence times are set only for networks. you can also archive or delete operative PS data from the "Basic data" area menu.$UFKLYLQJ 6WHSV 'HOHWLRQ IODJ l 6HW GHOHWLRQ IODJ 5HVLGHQFH WLPH  l 6HW GHOHWLRQ LQGLFDWRU u v tt s l 6WDUW GHOHWLRQ UXQ 'HOHWLRQ LQGLFDWRU t l 6WDUW DUFKLYLQJ 5HVLGHQFH WLPH  w 6WDUW DUFKLYLQJ GHOHWLRQ © SAP AG 1999 n Archiving/deletion is usually processed from the general archiving menu. © SAP AG CA800 7-9 . the deletion flag was not set for any of the projects if the prerequisites were not met in only one project. the deletion flag will be set for all objects that meet the prerequisites.PSRUWDQW: In releases prior to Release 4. n Archiving/deletion can be run in the background. However. they cannot be undone.

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© SAP AG CA800 7-10 . n Assigned orders are archived and deleted in the corresponding applications (for example. 'HOHWH 1R SUHUHTXLVLWHV 2EMHFWV KDYH GHOHWLRQ LQGLFDWRU *HQHUDOO\ VSHDNLQJ WKH EDODQFH PXVW EH a 8 £ © 0 ©& © 9  9$ e& © r ˆ © I)9`4¡Te ! T1% )© 7!! € !r ‘‚© b98 %©%€2%© y &C% )© X!! ©& ! %A"6¤8 †p !9¡ 2F22„ ¡ ¡‰ˆ ‡… e©$B & $  8 )   £ 8 y !a ©ƒ© y 2C‚ ¦)€p !9¡ © ©2P©¤7¡© 1x © SAP AG 1999 n There are no prerequisites for archiving or deleting project versions. Project versions can also be deleted in the Structures information system. an internal order is archived and deleted in Controlling).

$UFKLYLQJ 5HWULHYDO 0DQDJHPHQW -REV )RU HYDOXDWLRQ LQ 6WUXFWXUH'DWHV LQIR V\VWHP 5HWULHYDO tt xx uu uu xx uu 0DQDJHPHQW 2YHUYLHZ DQG GHWDLOV RI DUFKLYH ILOHV 6WDWXV RYHUYLHZ RI WKH LQGLYLGXDO MREV RI DUFKLYLQJ UXQV -RE RYHUYLHZ © SAP AG 1999 n Administration and Job Overview are functions used by the person doing the archiving (the system administrator. for example) to monitor the status of the archiving runs and archive files. © SAP AG CA800 7-11 . n Data is usually retrieved by the end user for the purposes of re-analysis.

You can do this even if the status of individual objects is "Released" .6. you can delete standard project definitions.'HOHWLQJ :LWKRXW $UFKLYLQJ 6WDWXV &UHDWHG RU 5HOHDVHG Operative Structures 'HOHWH Standard Structures 3UHUHTXLVLWH DV IRU GHOHWLRQ IODJ © SAP AG 1999 n You can also delete activities. Unfortunately.however. you cannot archive them. networks. n As of Release 4. You can use the transactions &KDQJH 1HWZRUN &KDQJH :RUN %UHDNGRZQ 6WUXFWXUH &KDQJH 6WUXFWXUH 3ODQQLQJ and &KDQJH 3URMHFW 3ODQQLQJ %RDUG for this. © SAP AG CA800 7-12 . no postings may have been made to the objects in question. WBS elements and project definitions from the database without setting a deletion flag or indicator (and without writing the data to archive files).

© SAP AG CA800 7-13 .$UFKLYLQJ 6WDQGDUG 1HWZRUNV :KDW" $FWLYLWLHV DFWLYLW\ HOHPHQWV UHODWLRQVKLSV FRPSRQHQWV PLOHVWRQHV FODVVLILFDWLRQ GDWD 3UHUHTXLVLWHV" 1RQH $UFKLYLQJ REMHFW" 36B3/$1 © SAP AG 1999 n You archive and delete standard networks from the general archiving menu or in the basic data of the Project System.

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© SAP AG 1999 n You archive and delete documents in the general archiving transaction or in the Project System. © SAP AG CA800 7-14 .

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1-1 In the Project Builder set a deletion flag for all objects in your project E-99##. 6$3 PHQX /RJLVWLFV → 3URMHFW 6\VWHP → 3URMHFW → 3URMHFW %XLOGHU 6HOHFW 3URMHFW %XLOGHU E\ GRXEOHFOLFNLQJ. you will delete your project (E-99##) and all its activities from the database. At the same time.$UFKLYLQJ  ([HUFLVHV 8QLW $UFKLYLQJ • Deletion flags and deletion indicators • Archive files 7RSLF $UFKLYLQJ In the following exercises. you will work through the steps required for archiving a project.

Of course. 'RXEOHFOLFN WKH SURMHFW GHILQLWLRQ ( LQ WKH ZRUNOLVW 6HOHFW WKH SURMHFW GHILQLWLRQ LQ WKH VWUXFWXUH WUHH &KRRVH (GLW → 6WDWXV → 'HOHWLRQ IODJ→ 6HW 6DYH The deletion flag is passed down automatically within the hierarchy of the work breakdown structure. Save your project. Use this option if you want to process a large number of project structures. © SAP AG CA800 7-16 . This means that. to the assigned activities. it will be passed on to all WBS elements. and set the deletion flag for the project definition. and from there. if you define a deletion flag for the project definition. 1-1-1 Open project E-99## from the worklist. you can also use the archiving tool to create the deletion flag.

1-2 Create a deletion indicator for project E-99## and all of its activities. 6$3 PHQX /RJLVWLFV → 3URMHFW 6\VWHP → %DVLF GDWD → 7RROV → $UFKLYLQJ → 3URMHFW 6WUXFWXUHV GRXEOHFOLFN WR VWDUW WUDQVDFWLRQ.

1-2-1 Create a variant “Group##” to set the deletion indicator for your project E99##.Q WKH GLDORJ ER[ WKDW DSSHDUV FOLFN WKH ³&RQWLQXH´ LFRQ (QWHU WKH GDWD DERYH &OLFN WKH ³$WWULEXWHV´ LFRQ (QWHU D WH[W RI \RXU FKRLFH LQ WKH ³'HVFULSWLRQ´ ILHOG 6DYH \RXU YDULDQW E\ FOLFNLQJ WKH ³6DYH´ LFRQ 7R H[LW YDULDQW PDLQWHQDQFH FOLFN WKH ³%DFN´ LFRQ © SAP AG CA800 7-17 . Enter the following data for the variant: )LHOG 1DPH 9DOXHV ( Project WBS assignment to network header WBS assignment to network activities Test run <HV <HV 1R <HV Set deletion indicator &OLFN WKH ³'HOHWLRQ IODJGHOHWLRQ LQGLFDWRU´ LFRQ (QWHU ³*URXS ´ LQ WKH ³9DULDQW´ ILHOG DQG WKHQ FOLFN WKH ³0DLQWDLQ´ LFRQ .

)LHOG 1DPH 9DOXHV /3 Output device <HV Print immediately <HV Delete after output &OLFN WKH ³6WDUW GDWH´ LFRQ DQG WKHQ FOLFN WKH ³.Q WKH GLDORJ ER[ WKDW DSSHDUV FOLFN WKH ³&RQWLQXH´ LFRQ 6WDUW H[HFXWLQJ WKH YDULDQW E\ FOLFNLQJ WKH ³([HFXWH´ LFRQ Archiving can take some time. you must have deleted all jobs relating to the variant. However.PPHGLDWH´ LFRQ 6DYH WKH VWDUW GDWH &OLFN WKH ³6SRRO SDUDPHWHUV´ LFRQ (QWHU WKH GDWD DERYH &RQILUP \RXU HQWULHV E\ FOLFNLQJ WKH ³&RQWLQXH´ LFRQ . You can find out the current status of your archiving job by calling up the MRE RYHUYLHZ. If you want to use the variant again. © SAP AG CA800 7-18 . you can only execute a given variant once at any given time.1-2-2 Apply (execute) the variant “Group ##” immediately. 7R H[LW YDULDQW SURFHVVLQJ FOLFN WKH ³%DFN´ LFRQ You can re-use variants. Use the following spool parameters.

1-3 Write your data to an archive file. and delete your project (E-99##) and all its activities from the database. &OLFN WKH ³$UFKLYLQJ´ LFRQ 1-3-1 Follow the same procedure as in the previous exercise to create a variant called “Group ##”. 'HILQH WKH VWDUW WLPH DQG PDNH VSRRO SDUDPHWHUV VHWWLQJV DV GHVFULEHG LQ WKH SUHYLRXV H[HUFLVH 7R VWDUW SURFHVVLQJ WKH YDULDQW FOLFN WKH ³([HFXWH´ LFRQ 7R H[LW YDULDQW SURFHVVLQJ FOLFN WKH ³%DFN´ LFRQ 1-4 Look at the administrative data for your archive file. What is the number and status of your archive file? ________________ Can the archive file be accessed? ________________ &OLFN WKH ³$GPLQLVWUDWLRQ´ LFRQ © SAP AG CA800 7-19 . Enter the following data for the variant: )LHOG 1DPH 9DOXHV ( Project $UFKLYH ( Short text WBS assignment to network header WBS assignment to network activities Test run <HV <HV 1R <HV Delete from database &OLFN WKH ³$WWULEXWHV´ LFRQ DQG HQWHU WKH GHVFULSWLRQ ³$UFKLYH ILOH´ 6DYH \RXU YDULDQW E\ FOLFNLQJ WKH ³6DYH´ LFRQ 7R H[LW YDULDQW PDLQWHQDQFH FOLFN WKH ³%DFN´ LFRQ 1-3-2 Execute the variant.

$SSHQGL[ 7KLV DSSHQGL[ FRQWDLQV LQIRUPDWLRQ RQ VRPH WRSLFV WKDW FRXOG QRW EH GHDOW ZLWK LQ GHWDLO GXULQJ WKH FRXUVH © SAP AG 1999 © SAP AG CA800 8-1 .

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$XWRP YDOLGDWLRQ: Executes validation when saving project. $OO DFFDVVWHOHP: Sets the account assignment indicator for all WBS elements. 3URM VXPP 0DVW'D: activates project summarization using master data characteristics instead of classification. short ID and description.: Only relevant for the “Create Single Element” transaction (CJ11). n 6XEVWLWXWLRQ 3URMHFW GHI: Profile for substitution of the project definition. WBS elements are presented with key. WBS elements 7     87 ¦ ¨ ©&'¡!)¥#564 3 £I¦ )¨ &£ H4©F4DE(D7 C   G  ¨  ¦ B¨ &@ "( 9 A ¨ S Q ¨©U§ %© RP £  T £  ¡ % $ $ ¡  0¦ )¨('  &¥¤#§"¨! £ §¤¤©¡§§©¦§£¥¤¢    £   ¨ £ ¡ £0¦ )¨('  &$¥¤¡!§)¨!£ 2§©¤©¡§§#§1¤¢   ¡ % $     £   £ ¡ © SAP AG 1999 n 3URM W\SH: Key that can be used as a selection criterion in the Information System. 3DUWQHU GHW SUF. 9DOLGDWLRQ :%6 HOHPHQWV: Profile for validation of WBS elements. &KDQJH GRFXPHQWV: Change documents for master data are written when saving. $XWRP VXEVWLWXWLRQ: Executes substitution when saving project. /HYHO RI GHWDLO: Lowest level in the hierarchy that is displayed. validation Project def. substitution Project def. prc Validation Autom. 7WUVIU WR SURM GHI. summ. 'LVSOD\ RSWLRQV: in overviews in table form. 6LPXODWLRQ SURI: specifies which texts are copied to and from simulation versions. )LHOG NH\: identifies the short texts for user fields. Control Organization Plg board/dates Controlling Basic data Proj. MastDa Level of detail Partner det. n 9DOLGDWLRQ 3URMHFW GHI: Profile for validation of the project definition.: Partner determination procedure (with roles) for project. 9HUVLRQ SURI: specifies whether status dependent project versions are created. Trsfr to proj. WBS elements Substitution Autom. 2QO\ RQH URRW: There can only be one top WBS element. Simulation prof ChangeDocuments Display options Proj. © SAP AG CA800 8-2 . 6XEVWLWXWLRQ :%6 HOHPHQWV: Profile for substitution of WBS elements.def.type All acct asst elem Field key Only one root Version prof.

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you determine from which hierarchy level the WBS elements are displayed vertically. %LOOLQJ HOHPHQWV: Sets the project summarization indicator for all billing elements. n *UDSKLF: Specifies the graphic settings for the hierarchy graphic. prfl mstr data Vertical from level SearchTxtIndex1 SearchTxtIndex2 SearchTxtIndex2 Project summarization All WBS elements Billing elements Acct asst elements 7  ¡  87 ¦ 5 ©&'!)¥#6¨4 3 £     ¨ E ¦ I¦ )¨ &£ HG4©F4D(D7 C B¨ &@ "¨( 9 A S Q ¨©U§ %© RP £  T £ ¨¡ % $ ¡  0¦ )('  &$¥¤#§"¨! £ §¤¤£©§§¨©§£¥¤¢    ¡   ¦ £ ¡ £ ¨¡ % $ ¡ ¨    £    £ ¡ 0¦ )('  &¥$¤!§)!£ 2§©¤©¡§§#§1¤¢  © SAP AG 1999 n 1R VWRFN 1RQYDOXDWHG VWRFN 9DOXDWHG VWRFN: permits the use of project stock. &KDQJH GRFXPHQWV: Activates the writing of change documents for status changes. $FFW DVVW HOHPHQWV: Sets the project summarization indicator for all account assignment elements. grp Graph. profile WBS sts. © SAP AG CA800 8-3 . n 6WDWXV PDQDJHPHQW: Specifies default values for a user status profile for the project definition and WBS elements. $XWRPDWLF UHTPQWV JURXSLQJ: sets the value 1 for the "Grouping WBS Element" field in the top WBS element. WBS elements can be displayed above one another or beside one another. n Project summarization of DOO :%6 HOHPHQWV: Sets the project summarization indicator for all WBS elements. &DQ EH FKDQJHG XS WR ILUVW VDYH Project stock No stock non-valuated stk valuated stock Automatic reqmnts grouping Status management PD sts. 9HUWLFDO IURP OHYHO: In the hierarchy graphic. Here. profile ChangeDocuments Graphic Master data prf.

© SAP AG CA800 8-4 .3URMHFW 3URILOH 2UJDQL]DWLRQ Control Organization Plg board/dates Organization Controlling area Company code Controlling &DQ EH FKDQJHG XS WR ILUVW VDYH Business area 'HSHQGV RQ FRQWUROOLQJ DUHD DQG FRPSDQ\ FRGH Plant Profit center Project currency 7©&'¡!8)¥#64 3     7 ¦ 5¨ £   G  ¨ ¦ I¦ )¨ &£ H4©F4DE(D7 C A  B¨ &@ "¨( 9 S Q ¨£  T ©U§ %© RP £ ¨¡ % $ ¡  ¨ 0¦ )('  &$¥¤#§"! £ §¤¤©§§©§£¥¤¢    £ ¡  ¨ ¦ £ ¡ £ ¨¡ % $  ¨    £ ¡    £ ¡ 0¦ )('  &$¥¤¡!§)!£ 2§©¤©§§#§1¤¢  © SAP AG 1999 n 2UJDQL]DWLRQ: Default values for the organizational assignment of the project definition and WBS elements.

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this indicator specifies in which network the new activity is created. 7LPH XQLW: Unit for the duration of WBS elements. Control Organization Plg board/dates Controlling WBS time scheduling WBS sched. )DFWRU\ FDOHQG. prof Sched. 3ODQ PHWKIFVW: Specifies the method for planning forecast dates of WBS elements. &DOF ZLWK DFW: Specifies whether activity dates are taken into account for bottom-up planning. with act. Specifies holidays and workdays. :LWK DFWLYLWLHV: Specifies that activities and not just WBS elements are selected. Time unit Planning method Plan. Network Network profile Network asst Display network hdr 7     87 ¦ ¨ ©&'¡!)¥#564 3 £I¦ )¨ &£ H4©F4DE(D7 C   G  ¨  ¦ B¨ &@ "( 9 A ¨ S Q ¨©U§ %© RP £  T £  ¡ % $ $ ¡  0¦ )¨('  &¥¤#§"¨! £ §¤¤©¡§§©¦§£¥¤¢    £   ¨ £ ¡ £0¦ )¨('  &$¥¤¡!§)¨!£ 2§©¤©¡§§#§1¤¢   ¡ % $     £   £ ¡ © SAP AG 1999 n n n n :%6 VFKHG SURI: Contains control data for scheduling in the project planning board. meth/basic Plan. 1HWZRUN SURILOH: Is used for new networks that are created from the work breakdown structure. 3ODQ PHWKEDVLF: Specifies the method for planning the basic dates of WBS elements. scenario With activities Default values Factory calend. © SAP AG CA800 8-5 . 1HWZRUN DVVW: If activities are created for a WBS element. structure planning and the Project Builder (as of 4. 6FKHG VFHQDULR: Predefined scheduling scenarios that can be used instead of the "WBS scheduling profile". meth/fcst Calc.6C).

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when the project planning board is called up.prf Ind CapTabOvProf IndCapGrpOvProf List profile Hierarchy graphics Profile group Profile Time schd. n &DSDFLW\ UHTXLUHPHQWV SODQQLQJ: You can call up various capacity planning reports from the project planning board and structure planning.g.board prf Capacity Requirements Planning Tot. CJ21).tab. n +LHUDUFK\ JUDSKLFV: These profiles specify how the hierarchy graphic is to be displayed. prof 7  ¡  87 ¦ 5¨ ¤&!H0!6( 3 £I¦ H¨ ©£ "G4&¥'4YWX7 C   ¨ E ¦ 6¨ ¥@ "W 9 A ¨ S Q ¨¤U %© 0RP £  T £  ¡ ¥¦ H¨4  %¤$¥©#§H£ 2§©¤§¡§¤§©'£¥©¢  $ ¡  ¨   £   ¨ ¦ £ ¡ £ ¨ ¡ $ ¡  ¨    £    £ ¡ ¥¦ H4  %¤¥$©#§H#£ 2§©©¡§¤§V©¢  © SAP AG 1999 n 3ODQ ERDUG SUI: Default profile that is used. © SAP AG CA800 8-6 .graphic. Here you enter the relevant total profiles.profile Tot. if it is called up from date planning for WBS elements (e. It determines the display of the table and graphic areas of the planning board. taken from capacity planning in PP. Project planning board &DQ EH FKDQJHG LI FDOOHG GLUHFWO\ Plan.

. 5HVXOWV DQDO\VLV NH\: Is necessary for results analysis in WBS elements. n 3ODQQLQJ SURILOH: Specifies how cost planning is carried out for the work breakdown structure. 2YHUKHDG NH\: Determines order-specific overhead rates. automatic generation of assets under construction). 6HWWOHPHQW SURILOH: The settlement profile specifies. .QWHJUDWHG SODQQLQJ: Activates the updating of planned activity input from WBS elements to the sending cost center. profile £ ¨ ¡ % $ $ ¡ ¨ I¦ H'4  ¥&&#H!£    £ ¡   ¦ £ ¡ §¤¤©§§§I¨©§£¥¤¢  Investment profile Results analysis key Settlement profile Settlmt rule strat. the permitted settlement receivers for the WBS elements. calc. for instance. .QYHVWPHQW SURILOH: Specifies how the project is integrated with Investment Management (for example. 6WDWLVWLFDO: Determines whether a WBS element can have real costs posted. 6HWWOPW UXOH VWUDW: Specifies how settlement rules can be determined automatically. or whether it can only have statistical costs posted. profile budget © SAP AG 1999 n 2EMHFW FODVV: Specifies the cost flow in CO from a business point of view. Graphic Budget profile group Graph. © SAP AG CA800 8-7 .3URMHFW 3URILOH &RQWUROOLQJ Plg board/dates Controlling Costs/revenues/payments Statistical Object class Integrated planning Planning/budgeting Planning profile A ¨ B¨ ¥@ "( 9 Organization 7©&'#HF!a¨( 3   ¡  87 ¦ 5 Control £I¦ "¨ ©£ H4&¥4D(D7 C G  ¨  E ¦ Budget profile ¨£ T % S Q ¤U§ ¤ RP Period-end closing Costing sheet £ ¨ ¡ % $ $ ¡ ¨ I¦ "'(  ¥&&#4)!£  §©¤¤§¤#§`£©¡¢    £ ¡    Overhead key Int.QW FDOF SURILOH: Specifies how interest is calculated for the project. n *UDSKLF: Specifies the graphic profile for the hierarchy graphics called from Budgeting. n &RVWLQJ VKHHW: Specifies how overhead costs are determined. %XGJHW SURILOH: Specifies how budgeting is carried out for the work breakdown structure. and if availability control is to be used.

req. view Level of detail ¨£  % S Q ¤UT ¤ 0RP Graphic 7   ¡   87 ¦ 5¨ ©&4§'#H0#B4 3 Network Validation Network header Netwk activities Substitution Network header Netwk activities © SAP AG 1999 n 3ODQW 1HWZRUN W\SH 053 FRQWUROOHU JURXS: Information necessary for creating networks from a work breakdown structure. Overview var. &DS UHTPWV: Determines capacity requirements when you save the network. &KHFN :%6 DFW: Specifies whether activity dates are taken into account in "Top-Down time scheduling".1HWZRUN 3URILOH 1HWZRUN Activities Network parameters Plant Network type A ¨ B¨ ¥@ "W 9 Planner group MRP cont. 5HO YLHZ: Predecessor/successor/mixed. 3URMHFW VXPP: Specifies whether activities should participate in project summarization. summ.: Describes how the object overview is structured. 5HV3XUFUHT: Detemines when reservations and purchase requisitions are to be created. £I¦ H¨4  %¥¤¥!H £  ¡ $ $ ¡ ¨    £ ¡     ¦ £ ¡ ¤¤¤¤§¤§0¨©§£¥©b  Res. n 9DOLGDWLRQ 6XEVWLWXWLRQ. /HYHO RI GHWDLO: Describes the level of detail with which networks with external relationships are displayed in the network graphic. Cap. the system goes automatically to the activity detail screen. reqmts Entry tool Project sum. (QWU\ WRRO: When you create new activities. date Proj. groups default values together. 2YHUYLHZ YDU./act. relevant for the list display of relationships. Procurement Field key Version prof. 3URM VXPP 0DVW'D Specifies whether data should be summarized on basis of classification or master data characteristics./Purc. 9HUVLRQ SURILOH: Specifies whether status dependent project versions are created and which data is contained in such versions. 2SDFW LQFUPW: the increment used for the numbering of activities. &RPS LQFUHPHQW: the increment used when numbering components. £I¦ HW  ¥$©¥¡!H#£  ¨ ¡ % $  ¨   ¡  £ ¡ ¤§¤£©§§§`¤¢  Rel. )LHOG NH\: Depicts the short texts for the user fields. 3URFXUHPHQW: relevant to component assignment. WBS act.group £   G  ¨  E I¦ H¨ ¤£ H4&¥4YW¦X7 C Comp. incrmt Align Fin. increment Op. $OLJQ ILQ GDWH: Specifies whether the date on which components are required is aligned to the start or finish of the activity. MastDa Check.

1HWZRUN KHDGHU $FWLYLWLHV: Default values for validation (substitution) © SAP AG CA800 8-8 ..

: In the H[WHQGHG display of activities. &RORU IRU VXEQHWZRUNGRFXPHQWVHWF. Color for elem.s Color milestone Color for mat. 3UI SODQQLQJ ERDUG: determines the appearance of the GANTT chart © SAP AG CA800 8-9 . the specified color indicates an assigned object.1HWZRUN 3URILOH *UDSKLF Network Graphic Activities Graphic Graphic prfl Rel. SearchTxtIndex1 SearchTxtIndex2 SearchTxtIndex3 Prf planning board Overall profile ID 7©&'!H0#6¨4 3   ¡   87 ¦ 5 £   G   E¦ I¦ )¨ &£ "(&F¨4'X(D7 C A6¨ ¥@ "( 9  ¨ ¨£  T % S Q ©U§ © 0cP 0¦ "¨4'  &$¥¤¡!§)¨!£ 2§©¤©¤#§©£¥©¢  £  ¡ % $     £ ¡   ¨ ¦ £ ¡ £ ¨ ¡ % $  ¨    £    £ ¡ F¦ "4'  ©$¥©¡!§H£ 2§©¤¤¡§¤#§`©¢  © SAP AG 1999 n *UDSKLF SURILOH: Describes the structure of the network structure graphic. 5HO GLVSOD\: In the graphic all relationships are either displayed as FS relationships or according to their proper type. Display options Color for doc. display Color-Subnetwk. 'LVSOD\ RSWLRQV: Activities an be displayed in the graphic in four different levels of detail.

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1RUP GXUDWQ XQ: self-explanatory. &DOFXODWLRQ NH\: Calculates work from duration and vice-versa. Network Graphic Activities Activity parameters Internally processed activity Control key Mat.QWHUQDOO\ SURFHVVHG DFWLYLW\ &RQWURO NH\ Describes the business properties of the activity. 0DW FRVW HOHP Cost element for planning material in the activity. © SAP AG CA800 8-10 . 8QLW IRU ZRUN: self-explanatory. &RVW HOHPHQW: Default value for the cost element for general cost activities. *HQHUDO FRVWV DFWLYLW\ &RQWURO NH\: Describes the business properties of the activity. Unit for work Norm. Calculation key General costs activity Control key Cost element 7©&'!H0#6¨4 3   ¡   87 ¦ 5 £   G   E¦ I¦ )¨ &£ "(&F¨4'X(D7 C A6¨ ¥@ "( 9  ¨ ¨£  T % S Q ©U§ © 0cP 0¦ "¨4'  &$¥¤¡!§)¨!£ 2§©¤©¤#§©£¥©¢  £  ¡ % $     £ ¡   ¨ ¦ £ ¡ £ ¨ ¡ % $  ¨    £    £ ¡ F¦ "4'  ©$¥©¡!§H£ 2§©¤¤¡§¤#§`©¢  © SAP AG 1999 n n . cost elem.duratn un.

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group Unit of measure Externally processed activity Control key Cost element Currency Purchasing org. © SAP AG CA800 8-11 . Services Control key Cost element Material group Purch. group Order unit 7©&'!H0#6¨4 3   ¡   87 ¦ 5 £   G   E¦ I¦ )¨ &£ "(&F¨4'X(D7 C A6¨ ¥@ "( 9  ¨ ¨£  T % S Q ©U§ © 0cP 0¦ "¨4'  &$¥¤¡!§)¨!£ 2§©¤©¤#§©£¥©¢  £  ¡ % $     £ ¡   ¨ ¦ £ ¡ £ ¨ ¡ % $  ¨    £    £ ¡ F¦ "4'  ©$¥©¡!§H£ 2§©¤¤¡§¤#§`©¢  © SAP AG 1999 n &RQWURO NH\: The control keys are used by the system when creating new activities (depending on the activity type). Material group Purch.

2EMHFW FODVV: Specifies the cost flow in CO from a business point of view. profile Status management Status profile Release immed. ’normal’ networks produce assigned values. Number range general 7©&'!H0#6¨4 3   ¡   87 ¦ 5 £   G   E¦ I¦ )¨ &£ "(&F¨4'X(D7 C A6¨ ¥@ "( 9  ¨ ¨£  T % S Q ©U§ © 0cP 0¦ "¨4'  &$¥¤¡!§)¨!£ 2§©¤©¤#§©£¥©¢  £  ¡ % $     £ ¡   ¨ ¦ £ ¡ £ ¨ ¡ % $  ¨    £    £ ¡ F¦ "4'  ©$¥©¡!§H£ 2§©¤¤¡§¤#§`©¢  © SAP AG 1999 n &2 SDUWQHU XSGDWH: Specifies how many documents are created when the system settles a network. n 5HVLGHQFH WLPHV: Specify the period of time that must elapse between individual archiving steps. n n )XQFWLRQDO DUHD: Is used in financial accounting as a structural element for your company in profit and loss accounting according to the cost of sales method. 6WDWXV SURILOH: The user status profile for the whole network. 6HWWOW SURILOH: Specifies how settlement takes place (for instance the possible receivers). &ODVVLILFDWLRQ: Specifies whether networks participate in order classification in CO. 3ODQQLQJ: Networks that are only used for planning are never executed and therefore do not produce assigned values.1HWZRUN 7\SH Order category Order type Control indicator CO partner update Semi-active Classification Planning Reorganization Residence time 1 Months Residence time 2 Months Costs Functional area Object class Settlt. © SAP AG CA800 8-12 .

or many purchase requisitions with one item.3DUDPHWHUV IRU 1HWZRUN 7\SH Plant Network type Wrkflw PO chg. 3ODQ FRVW FDOF: Indicator specifying when and how costing should be performed (important: changed as of Release 4. if you do not enter a profile. strategy 7©&'#H0#B4 3   ¡  87 ¦ 5¨ Network type parameters BOM application BOM application Engineering Change Management Change profile © SAP AG 1999 n 6WUDWHJ\: Strategy for determining the settlement rule for activities.6). :UNIOZ 32 FKJ: Activates workflow for changing purchase order quantities and dates. ¨£©dT © 0RP  % S Q OrdStatChangeDc OpStatChangeDoc MatStatChngeDoc PRTStatChangeDc £I¦ H'4  %¥¤&#H £ ¨ ¡ $ $ ¡ ¨    £ ¡     ¦ £ ¡ §©¤¤§¤§0¨©§£¥©b  Documents £ ¨ ¡ $ $ ¡  ¨ I¦ H'(  %¥&&#H!£  §¤¤£©§§#§1¤¡¢    ¡   £ Status change documents Change document A ¨ B¨ ¥@ "W 9 Red. Strategy Default rule ActvtyAcctAsgn Net order price CstgVariantPlan CollctveRequstn £   G  ¨  ¦ I¦ H¨ &£ )W&F4'YE(D7 C CstgVariantActl Plan cost calc. (QJLQHHULQJ FKDQJH PDQDJHPHQW &KDQJH SURILOH: Specifies how the system reacts to changes in the configuration. 'HIDXOW UXOH: Settlement rule that can be used in the above strategy. &KDQJH GRFXPHQW: Allows you to write change documents for changes to master data. 2UG6WDW&KDQJH'F: Writes change documents for network headers. &VWJ9DULDQW3ODQ and &VWJ9DULDQW$FWO: Specifies how planned costs and actual costs should be determined. n n %20 DSSOLFDWLRQ: Permits the automatic choice of a BOM alternative. either a purchase requisition with many items is generated.to the purchase order. $FWYW\$FFW $VJQ: Specifies whether an activity-assigned or header-assigned network is generated. changes to the configuration are only allowed for "Created" status. © SAP AG CA800 8-13 . &ROOFWYH5HTXVWQ: For each network.unchanged . n 6WDWXV FKDQJH GRFXPHQWV. 5HG VWUDWHJ\: Specifies at which levels the duration of an activity can be reduced in the case of deadline pressure. 1HW RUGHU SULFH: The net price defined in the purchase requisition is copied .

FRQV 8VHG LQ WKH 3URMHFW 3ODQQLQJ %RDUG se gs ttin CA800 er Us © SAP AG gs Lo n n d t io ge lec Le se nt nt eld Fi ons es sista ista ti a t s s Op of d le a d as t ca a r Se s e bo m g xis Ti nin a e ea an P l t t im t a r r jus ha Ad t c on ris jus pa Ad m om co g Zo lin du he Sc ect nn Co tion si g Po htin lig gh Hi rt ow So nd p wi ou m Gr tto ow bo ind r se w lt e Fi /clo left en se Op /clo en Op © SAP AG 1999 8-14 .Se le De ct a s e ll M lect ov al M e up l ov Cr e do ea w Co te n p Cu y t Pa s Un te do Co Re nne lat ct i a De ons ctiv let hip itie sl s e ist se De lec ta te Co ils d nf S c ir h m Ca edu ac lc le tivi ty Sy ula ste te pla Ne m tw /us nn o e e Co r k h r s d c m e ta o s Ca po ade tus ts r p ne M a ci n t ain ty ov Co te ove erv sts nan rv iew o ce iew M ile verv ord Su ston iew ers cc e e tr Sh sso end r /p a o r e na Hi w de lys de c e is ss or .

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and the sales document item is assigned to a WBS element in the work breakdown structure. You then assign the production order manually to a WBS element in the project. you can create work breakdown structures and networks. in cases 3 and 4. Controlling is carried out for the project. the project is the controlling instrument. In this case. 2): In assembly processing. and then assign the sales document item to a WBS element in the project. n Re. 4): You can use assembly processing or MRP planning to create a production order. n The sales document item must be controlled by an account assignment category with a special stock indicator ( 4 or EODQN For example 1 above. n Re. © SAP AG CA800 8-15 . and the network represents logistical processing. Alternatively. the best choice would be account assignment category ( in case 2. 1): In assembly processing. the sales order represents the sales view. you can generate a network when you create a sales order. n Re. you can generate a (header-assigned) network without a project when you create a sales order. and assign the sales document item manually. 3): You can assign a sales document item to a WBS element in a project. You can assign orders or documents to the project. the sales document item is a cost object in its own right. a work breakdown structure is created. In this case. When you save. account assignment category * would also be possible. the best choice would be 4 or '. :%6 DQG 3URGXFWLRQ 2UGHU * 4 ' * 4 ' FCC xF x 9LD VXELWHP #xx x! x y¢ v  © SAP AG 1999 n Re.

go to the Project System homepage (http://service. Log on to SAPnet. using the alias "PS". The "PS World of Knowledge" page appears where you can find a link to Open PS for Palm. © SAP AG CA800 8-16 .com/PS).2SHQ 36 IRU 3DOP l 7UDQVIHU DFWLYLW\ GDWD IURP 6$3 36 WR WKH 3DOP 3LORW l (QWHU FRQILUPDWLRQV LQ WKH 3DOP 3LORW l 7UDQVIHU FRQILUPDWLRQV IURP WKH 3DOP 3LORW WR 6$3 36 † 3UHUHTXLVLWH 3DOP 3LORW ZLWK 3DOP26  † 3UHUHTXLVLWH 6$3 5 5HOHDVH  † 3UHUHTXLVLWH 3DOP'HVN7RS RQ 3& © SAP AG 1999 n You will find a brief description of Open PS for Palm in SAPnet. and.sap. In case of difficulties. read Online Service System (OSS) note 144 467. You can also download the program itself and the necessary documentation from there.

© SAP AG CA800 8-17 . every participant modifies the same processing objects and thus competes with the other participants for an order. for example. During the entire process. n There are two different CEP scenarios: é Competition Scenario As part of a bid invitation.&(3 6FHQDULR 7  £¨7 ¡ &4)6©§$ ¨£  T $ %  4&©0¦ ©©@” “ &© ¥¤a¥$ 7   @ ¦7   7 ' F@ & S ¨£ © %¡ C 7  T ¦ ‰ ©U©Y¨(g  ( HGav`§' ’  G y ¡ 7 ¦¨  ¡7¨ £ ¦   ID(§6H0¥‰ S 7   ¥¤¤¡B7 • '© %¡ C ¨£ 7 ¦ £ 0¥§& ‘ © SAP AG 1999 n CEP is short for &ROODERUDWLYH (QJLQHHULQJ DQG 3URMHFW 0DQDJHPHQW. and are notified automatically of changes. é Cooperation Scenario All participants are involved in the transfer of knowledge. n The aim of CEP is to ensure the efficient transfer of information and knowledge between a project manager in your company and external partners when all are working on a mutual project task. none of the participants can view the information submitted by the others.

or individual objects in a folder. n Once a participant has logged on via the Internet link. a list appears showing all of the folders that he or she has to process. © SAP AG CA800 8-18 . the initiator can compare a participant’s successor folders with the original data structure in the R/3 system. n If the participant wishes to send back changed objects to the initiator. n The participant can log off from the Internet server.this is assigned to the corresponding original folder. This data transfer is documented in a log file. and downloads these to his or her PC.this means that it is also possible to send comments and other texts. The Internet link defined in Customizing is automatically written to the e-mail . n Before transferring data. n The initiator creates a separate recipient list for each folder so that the participants can be notified by e-mail . When objects are sent back. The participant selects an entire folder. and process the downloaded objects offline. checked. The objects that are to be transferred to the R/3 system are then selected in the results overview of the comparison. he or she simply logs on to the R/3 Internet server again. It is always possible to download further objects at any time.&(3 3URFHVV 2YHUYLHZ  bs h Hvg u„Fi j i ƒe d w ˜ID– t  h hs )e 0p¥¥† )g€ i ƒ p i ƒ ˜ s F"– w w d d f f f f † † y„wuu w   f f € € uh u xb uuahgw w¥ dw H d 6 ¢dd a‚¥i i y  iYw w D™™ x h d i d q f p¥i Id Iph† iw   H¥f vƒ f vƒ † d6™ F"– ˜ o p  h hs ƒ)e i i f f ˆ ƒ n ˜ m 0Y– p  h hs )e i ƒ l u k ¥i ¢¥i j FY– ˜ i pXw d f f uh† gw  f f u  ƒe d ˆ ‚HFa™ ˜ — F"–  ih hs )e ƒ i f Hw¥Fi  n ˜ r ¤„–  z w ¥ u w vƒ ƒ Ff f g uw uw d66™d ™ w u x b h ‚0 d y i iX bd d auu 6gw¥i i w Hww 66™dd ™ x h w d  ibs h Hevg „Fi j ƒ d uw ˜ t ID–  ih hs )e 0p¥¥† )g€ ƒ p i ƒ ˜ s F"– w w d d f f f f † † y„wuu w   f f € € uh u © SAP AG 1999 n The relevant objects pertaining to a project task are put into a folder in the R/3 system by the initiator. and transferred to the original structure. a so-called "successor folder" is created .this is the link that enables external participants to log on to the R/3 Internet server.

and so on). that in Release 4. © SAP AG CA800 8-19 . n Participants can process RIIOLQH the objects they have downloaded. Please note.2EMHFWV LQ WKH &(3 3URFHVV w w d d f f f f † † y„wuu w   f f € € uh u p i ˆ u ƒ Xw d rh† |{ p b uf  HFf € h iw p ¥i  uw&Iu  wg¢¥Ii …&"}€ w † e w † ƒ € p 2}~  z w ¥u w vƒ ƒ Ff f g uw uw 66™dd ™  w u w w d d f f f f u† † y„wuu w   f f € € h u © SAP AG 1999 n The relevant objects pertaining to a project task can be put into a folder in the R/3 system. Excel tables. network activities) n If. the latest version of Open PS for Microsoft Project (version 1. though. external participants are to be able to process project structures in MS Project. WBS elements.3 or higher) must be installed for the initiator. The objects can be: é Material numbers é BOMs é Documents é Project structures (project definition.6C only project structures and documents can be modified. as apart of the CEP process. System requirements for this are: Microsoft Project (for editing project structures) and Microsoft Office (for editing documents.

n $FFHVV ULJKWV  VHFXULW\ The objects for processing are taken from the R/3 system and made available on an Internet server. all participants) are automatically notified of this. n $XWRPDWLF QRWLILFDWLRQ  VWDWXV GLVSOD\ If objects were changed by participants and sent back. if applicable.this gives everyone involved a clear overview and allows them to navigate around easily. the initiator (and. the authorized login ID and password. where they can only be accessed using the URL address sent in the mail. n (DVH RI XVH The objects sent are displayed in hierarchical structures . This means that external participants do not have direct access to the original data structure in the R/3 system.%HQHILWV RI &(3 rˆI"F¥p„ u† e 0i f p p iw p ‡ u † ƒ vsIi u„¢w |ƒ w w ƒ w w d d f f f f † † y„wuu w   f f € € uh u d uw f u ƒ vƒ gFF u† e gw Id † w¥Rˆ ƒ Fu  uw f w ‡ X uw  u0p † i ‚ pw FYFp uq  F0i¥F†  p p †  z w ¥u w vƒ ƒ Ff f g uw uw 66™dd ™  w u i p e I0u ƒ iIFf … p w w d d f f f f † † y„wuu w   f f € € uh u © SAP AG 1999 n 1RW WLHG WR VSHFLILF V\VWHPV External participants do not need to have an R/3 system or R/3 experience to work on a project task. or informed of this by means of status displays. © SAP AG CA800 8-20 .