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User Manual:Title:Module Name:Business Process:-

PS_UTM_TP_01
Project System
Transmission Projects

BSNL

User Manual
Project System
Transmission Projects

Reference Business Process No.BSNL_BBP_PS_TP


Version:1
.2

Page 0 of 108

User Manual:Title:Module Name:Business Process:-

PS_UTM_TP_01
Project System
Transmission Projects

25.03.2011

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User Manual:Title:Module Name:Business Process:-

PS_UTM_TP_01
Project System
Transmission Projects

Version Control
Date

Version
0.1
0.2
1.0
1.1
1.2

Author
Gaurav Verma
Rajeev Sharma
Rajesh Jain/Rajeev
Sharma/Gaurav
Verma/Pawan Yadav
Abhinav Bhalla
Nimish Goswamy/Abhinav
Bhalla

Change Description
Draft
Review
Final Submission and agreement
Updated CE fields
Review and update after FIT

The document has been prepared to be used by the following stake-holders:

End Users Performing day to day transactions as per their Roles and Authorizations in SAP
System.
Core Team Directly involved in the Projects and supporting the various activities in Project
Phases
Business Process Owners Respective Business Leaders, involved in validating the
process design.

Important Note:
The information in this document is only meant to be a reference for ERP Process configured as
per the Business Process approved by BSNL Management for Project System Module and is not a
complete description of the SAP product and its functionalities. Its main purpose is to serve as a
reference Document for User Training and Support.

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Project System
Transmission Projects

Course Overview
SAP Project System supports comprehensive functions for planning, controlling and organizing all the
activities carried out during the course of a project. It helps you manage your project structures, dates,
costs, and resources throughout the entire project lifecycle. Course provides you with an overview of the
functions in SAP Project System.

Target Audience
This course is intended for the following audiences:

Project managers
Project team members
Consultants

Course Prerequisites

Knowledge of navigating SAP systems


Basic knowledge of project management

Course Goals
This course will prepare you to:

Discuss the basic functions of SAP Project System for RTPC MOM
Discuss the basic functions of SAP Project System for structuring, planning, executing,
and monitoring projects

Course Objectives
After completing this course, you will be able to:

Upload and Review RTPC MOM in SAP System


Use work breakdown structures, activities, and networks to structure projects
Discuss aspects of planning dates, resources, materials, costs, and revenues
Name the functions used for budgeting
Explain aspects and processes used for executing projects
Explain various period-end closing activities in Project Management
Use reporting options for monitoring project data
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Table of Contents
1.

UPLOAD AND READ RTPC MOM......................................................................9

2.

SEARCH THE PROJECT LIST ON THE BASIS OF SELECTION CRITERIA...............13

3.

CREATE OPERATIVE PROJECT DEFINITION & WBS..........................................16

4.

SEND WBS ELEMENT FOR DETAILING / SURVEY USING NOTE SHEET...............27

5.

READ NOTE SHEET RECEIVED IN THE SAP INBOX..........................................28

6.

CREATE & ASSIGN SURVEY REPORT TO THE PROJECT....................................29

7.

CREATE & ASSIGN PROJECT RELATED DRAWINGS TO THE PROJECT................31

8.

APPROVE / RELEASE PROJECT RELATED DRAWINGS......................................35

9.

UPDATE THE WBS STATUS TO SURVEY DONE................................................37

10. SEND WBS FOR SURVEY APPROVAL TO COMPETENT AUTHORITY...................38


11. RELEASE SURVEY REPORT FOR THE PROJECT...............................................44
12. UPDATE THE WBS STATUS TO SURVEY APPROVED (SRVA).............................46
13. CREATE PROJECT CUM DETAILED ESTIMATE..................................................48
14. ASSIGN INTERNAL ACTIVITY........................................................................50
15. ASSIGN MATERIAL TO AN INTERNAL ACTIVITY..............................................51
16. ASSIGN & EXPLODE BILL OF MATERIALS......................................................54
17. ASSIGN SERVICE ACTIVITY..........................................................................58
18. ASSIGN GENERAL COST ACTIVITY................................................................60
19. DEFINE RELATIONSHIP BETWEEN ACTIVITIES...............................................61
20. ATTACH MILESTONE TO AN ACTIVITY...........................................................63
21. ATTACH MILESTONE TO A WBS ELEMENT.....................................................64
22. PROJECT SCHEDULING................................................................................65
23. UPDATE THE WBS STATUS TO PE CUM DE CREATED......................................67
24. SEND WBS FOR PE CUM DE APPROVAL TO COMPETENT AUTHORITY USING
NOTE SHEET....................................................................................................68

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25. READ NOTE SHEET RECEIVED IN THE SAP INBOX..........................................70


26. REVIEW PROJECT ESTIMATE........................................................................71
27. UPDATE THE WBS STATUS TO PE CUM DE CONCURRED (PEFI).......................72
28. UPDATE THE WBS STATUS TO PE CUM DE APPROVED....................................73
29. VIEW APPROVED PE/DE/RE PDF DOCUMENTS...............................................74
30. LINK WBS ELEMENT TO AN INVESTMENT PROGRAM POSITION......................76
31. BUDGET DISTRIBUTION TO THE PROJECT.....................................................76
32. PLAN FOR PROJECT WISE ACTIVITIES (SKF STATISTICAL KEY FIGURE)..........76
33. UPDATE THE SYSTEM STATUS OF A WBS ELEMENT TO RELEASED..................77
34. UPDATE THE SYSTEM STATUS OF A NETWORK TO RELEASED.........................79
35. POST ACTUAL SKF DURING THE PROJECT EXECUTION PHASE........................80
36. UPDATE THE WBS STATUS TO REVISED ESTIMATE CREATED..........................81
37. UPDATE THE WBS STATUS TO REVISED ESTIMATE FI CONCURRED..................82
38. UPDATE THE WBS STATUS TO REVISED ESTIMATE APPROVED........................83
39. ACTIVITY CONFIRMATION............................................................................85
40. MILESTONE CONFIRMATION ASSIGNED TO A WBS ELEMENT..........................87
41. MILESTONE CONFIRMATION ASSIGNED TO AN ACTIVITY................................87
42. UPDATE THE WBS STATUS TO OFFERED FOR AT............................................89
43. UPDATE THE WBS STATUS TO LIST OF PENDING POINTS / SHORTCOMING FROM
AT (IF ANY)...................................................................................................... 90
44. UPDATE THE WBS STATUS TO CLEARANCE OF PENDING POINTS (IF ANY).......91
45. UPDATE THE WBS STATUS TO RELAXATION FOR PENDING POINTS NOT
CLEARED (IF ANY)............................................................................................93
46. UPDATE THE WBS STATUS TO PROVISIONALLY FIT FOR COMMISSIONING.......94
47. UPDATE THE WBS STATUS TO DECLARED FIT FOR COMMISSIONING...............95
48. UPDATE THE STATUS OF A WBS ELEMENT TO TECO (TECHNICALLY COMPLETE)
96
49. UPDATE THE STATUS OF A NETWORK TO TECO (TECHNICALLY COMPLETE).....97
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50. UPDATE THE WBS STATUS TO COMMISSIONING DONE...................................98


51. ENTER DETAILS AFTER UPDATE OF STATUS COMMISSIONING DONE...............99
52. SETTLEMENT OF NETWORK TO WBS ELEMENT............................................101
53. UPDATE THE WBS STATUS TO OFFERED FOR TAKING OVER..........................103
54. UPDATE THE WBS STATUS TO TAKEN OVER................................................104
55. UPDATE THE SYSTEM STATUS OF A WBS ELEMENT TO CLOSED....................105
56. TRANSACTIONS FOR PROJECT MONITORING:-.............................................106

OVERVIEW

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SAP Project System supports comprehensive business Process for Planning,


Controlling & Organizing all the activities carried out during the course
of a Project. It helps you to manage your Project structure, dates, cost &
task throughout the entire Project lifecycle.
Western Telecom Projects is responsible for planning, survey and execution of
various long distance Telecom Transmission Projects and Switching
Projects for building up National Telecom Infrastructure in different Zone
for Optical Fiber Cable system, Digital Microwave, Trunk Automatic Exchange
(TAX) and Satellite based communication systems in entire Western part of
the country which includes states of

Maharashtra

Gujarat

Madhya Pradesh

Chattisgarh

Goa

Important information to be noted:

All documents are to be created in reference to the preceding document.


All SAP Transactions can be executed either by navigating to the required
Transaction through the Menu Path or by simply entering the Transaction
Code for the respective Transaction in the Command Field.

1. Upload and Read RTPC MOM

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CV01N

Create Document
Menu path

Logistics Project System Document Management


SystemDocument Create

Transaction

CV01N

1. Enter the Required details:


Document Type: ZPD
Document Part: 000
Document Version: 00

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2. Enter the Document Description and click the tab

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3. Select the Class Project Details and select the Characteristics


Approval Channel and
4. Press

to go back to initial screen.


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5. On the initial Screen Press


to attach the document(Word/Excel
File), which contains the list of projects.

6. Press

to save the document in DMS.

7. If this screen appears, select the Vault radio button.

8. And press

to finally save the document.

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2. Search the Project List on the basis of Selection Criteria


CV02N

Change Document
Menu path

Logistics Project System Document Management


SystemDocumentChange

Transaction

CV02N

1. Select the search criteria Find document Via Class

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2. Enter the class name Project_Details

3. Select the Approval Channel and click on

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NOTE: The system will give the list of documents on the search criteria.

4. Open the document by double clicking it and see the List of projects by
opening the attached file in it.
5. Click on Send to send the list of Approved projects to the person
concerned

6. Enter details in the space provided.


7. Enter the name/User ID of the person to whom message is to be sent.

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8. Enter the name/User ID of a person to whom message is to be sent.


9. Click on

3. Create Operative Project Definition & WBS


Project Definition: Project Definition is a binding framework in SAP for all
Organizational Elements created within a Project (e.g. WBS and SAP
Networks). Data like Company Code, Plant and Person Responsible can be
defaulted in a WBS Element if it is initially entered in the Project Definition.
WBS: Work breakdown structure (WBS) is a model of the Project that
organizes Project tasks into a hierarchy. It forms the operative basis for
planning Costs, Revenues, and Payments, as well as for Scheduling, and
Budgeting.

Following steps shall be followed to create a Project:


CJ01

Create Project
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Menu path

Logistics Project system Project Special Maintenance


function Work Break Down Structure(WBS)Create

Transaction

CJ01

1. Click on open number (Refer Fig. below)

2. Enter the appropriate coding mask (For example TP/11/00001) for Project
Definition in the Start value. Definition-Open Number-This is the free
number available in the System.
3. Press Find
4. Click on copy

to use the proposed Project Definition by the system.


or Press Enter.

(Note: Please use Project Coding Mask TP/11/00001 for


Financial Year 2011-12)

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Click on Open
Number

5. Select Project profile: BSNL_TP Transmission Projects (Fig. below)

Select the Project


Profile

(Project profile: This contains default values and control parameters for
processing objects and functions in the Project System)
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6. If you want to copy an existing Project, enter the Project Definition /


Standard Project Definition (Project to be copied) in the Template section
(Refer Fig. below)

Description field
is mandatory

7. Press Enter or Click on


8. Enter description/Short text for Project

9. Click on the Basic data tab (Organization section)

and,

Enter Company Code; Business Area & Plant (Refer Fig.) For Example:
Field
Description
Person
Responsible
Start Date
Finish Date
Company Code
Business area
Plant

Remarks
Enter the Person Responsible
Enter the Start date of Project
Enter the Planned finish date of Project
Select the relevant Project circle
Select the Project Area
Select the relevant Plant

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10.

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Click on Details > Project Definition customer fields & enter the data

Open the below file to view the Project Definition Customer Fields;
Project Definition
Customer Enhancement Field.xlsx

11.

Click on WBS Element Overview

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Note: Above Screen will appear when the new project is created by copying
the existing project.
12.

Deselect the line which is not required as per the project structure of

current project

13.

Click on replace

button,

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A pop up screen will appear, mention the last two digit of the project

which is to be copied in Search and last two digit of the new project
number.

15.

Click on Include

button.

16.

Ensure that the PE (Planning Element) indicator is ticked for all the

WBS Elements (Except for the Level 1, Level 2 WBS Elements)


(Definition-Planning Element: An Element of a work breakdown structure for
which costs can be planned)
If this indicator is un-ticked for a particular WBS Element, system will not
allow cost planning for that WBS Element.
17.

Ensure that the Acct (Account Assignment Element) indicator is ticked

for all the WBS Elements (Except for the Level 1, Level 2 WBS Elements)

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(Definition-Account Assignment Element: An Element of a work breakdown


structure on which Actual Costs can be posted)
If this is un-ticked for a particular WBS Element, system will not allow Posting
of actual cost on that WBS Element.

Project Type

Account
Assignment
Indicator

Planning
Indicator

18.

Select the respective WBS & click on

at the bottom left corner.

Select the relevant Project Type & Person Responsible.

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Now, Click on the Dates Tab. Enter the Basic start & Basic Finish Dates

for the WBS Element.

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20.

Click on

or press Enter.

21.

Click on DetailsWBS Element Customer Fields

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Click on to the below file to view the WBS Element Customer Fields.

WTP WBS ELEMENT


CE FIELDS

23.

Save the Project

Note: WBS Element Customer Fields are to be filled for each WBS mentioned
in the Project.
CJ02

Change Project

Menu path

Logistics Project system Project Special Maintenance


function Work Break Down Structure(WBS)Change

Transaction

CJ02

For making any changes in the parameters once the Project is created the
above menu path OR the Transaction is to be used.
CJ03

Display Project

Menu path

Logistics Project system Project Special Maintenance


function Work Break Down Structure(WBS)Display

Transaction

CJ03

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4. Send WBS Element for Detailing / Survey using Note


Sheet
CJ02 /
ZPS_NOTESHEET

1. Select the WBS element & Click on details WBS Element Customer
fields

2 Click on Create Note sheet button

Enter the WBS element and employee id of the person to whom the
note sheet is to be sent.

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In the Comment box add/see the comments and press

If you want to see the details of the WBS element in edit mode press
.

If you want to see the details of the WBS element in display mode
press

If you want to see the document attached to the WBS Element press

If you want to print the Note sheet press

To see the Planned / Actual cost of the WBS element press

To approve the Project Estimate (PE) press

This button should be used by the Competent authority, at the Root


WBS Element, to approve the PE of all WBS Elements in a single shot.
Note: Project Estimate shall be approved by the competent authority.

Alternatively you can use the T-Code ZPS_NOTESHEET to open the


note sheet.

5. Read Note Sheet received in the SAP Inbox


SBWP

Read Note Sheet


Menu path

Office Workplace

Transaction

SBWP

1. Click on Inbox icon


2. Click on the
Note: The note sheet screen will appear. Add the details and forward it to
next level, as explained in the Step 4.
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6. Create & Assign Survey Report to the Project


Create Document
Menu path
Transaction

CV01N

Logistics Project system Documents Document


Management System Document Create
CV01N

1. On the entry screen, enter the Document Type ZPD


2. Enter the Document version
3. Press Enter

4. Enter the Description of the document.

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5. Click on Open Original button

& browse the File to be attached.

6. File will be attached as shown below

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7. To assign the document to a WBS Element, click on the Object Links


tab and then go to the WBS Element Tab. Enter the WBS Element
No. and press enter.

8. Save the document


.The Document number will be generated.
Note down the number.

7. Create & assign Project related drawings to the


Project
SBWP

Create Document
Menu path
Transaction

Logistics Project system Documents Document


Management System Document Create
CV01N

1. On the entry screen, enter the Document Type e.g. ZCD /ZED (Civil /
Electrical Drawings).
2. Enter the Document version.
3. Press Enter.

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4. Enter the Description of the document.

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5. Click on Open Original button

& browse the File to be attached.

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6. File will be attached as shown below.

7. To assign the document to a WBS Element, click on the Object Links


tab and then go to the WBS Element Tab. Enter the WBS Element No.
and press enter.

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8. Save the document. An internal no. will be generated. Note down the
Document No.

8. Approve / Release Project Related Drawings


SBWP

Create Document
Menu path
Transaction

Logistics Project system Documents Document


Management System Document Create
CV02N

1. On the initial screen, enter the Document Number.


2. Enter the Document Type e.g. ZCD / ZED
3. Press Enter.

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4. Change the Document Status to Preliminary Approval.

5. Repeat the procedure described above and change the Document


Status to Final Approval.

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6. Save the Document .


Note: Step 7 & 8 will be applicable only when some drawing works (e.g. civil
drawings, electrical wiring diagrams etc) is to be carried out in the Project.

9.

Update the WBS Status to Survey Done.


CJ02

Change WBS

Menu path
Transaction

Logistics Project system Project Special Maintenance


function WBS Change
CJ02

1. Enter the WBS Element No. Press Enter.


2. Select the WBS Element.
3. Click on details
4. Click on

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5. Check the Status Profile. Select the relevant status.


6. Click on Back & check the new status

7. Similarly change the status of other WBS Elements.


8. Click on Save

10. Send WBS for Survey Approval to competent


Authority
CJ02

Change WBS

Menu path
Transaction

Logistics Project system Project Special Maintenance


function WBS Change
CJ02

1. Select the WBS element & click on details -WBS Customer fields

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2. Click on Note sheet button

3. Enter the WBS element and Employee id of the person to whom the
note sheet is to be sent.

4. Take the input help for Send Mail to.


5. Go to the Organizational assignment tab.

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6. Choose the relevant Personnel Area from the input help. Alternatively
use the search option (with the help of Binoculars) Enter WTP

Click on
Click on

System gives 7600 as the Personnel Area.

7. Choose the relevant Personnel Sub area from the input help, Select
7600 in the restrictions to get the Personnel Sub Area relevant to
WTP Only and find Nagpur from the list.

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Press Enter
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8. Select the Name of Employee/Personal No. and Click on

In the Comment box add/see the comments and press

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If you want to see the details of the WBS element in edit mode press
.

If you want to see the details of the WBS element in display mode
press

If you want to see the document attached to the WBS Element press

If you want to print the Note sheet press

To see the cost in WBS element press

To approve the Project Estimate (PE) press

This button should be used by the competent authority, at the Root


WBS Element, to approve the PE of all WBS Elements in a single shot.
Note: Project Estimate shall be approved by the competent Authority

Alternatively use the T-Code ZPS_NOTESHEET to open the note


sheet.

11.

Release Survey Report for the Project


SBWP

Create Document
Menu path
Transaction

Logistics Project system Documents Document


Management System Document Create
CV02N

1. On the entry screen, enter the Document Number.


2. Enter the Document Type ZPD (Project Documents).
3. Press Enter.

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4. Change the Document Status to Released and save the document.

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12.
Update the WBS Status to Survey Approved
(SRVA)
CJ02

Change WBS

Menu path
Transaction

Logistics Project system Project Special Maintenance


function WBS Change
CJ02

1. Enter the WBS Element No. Press Enter.


2. Select the WBS Element.
3. Click on details

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4. Click on

5. Check the Status Profile. Select the relevant status.


6. Click on Back & Check the new status

7. Similarly change the status of other WBS Elements.


8. Click on Save

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Create Project cum Detailed Estimate

A Network represents the flow of Activities or Tasks in a Project. Network


Header can be used to default certain values for all the Activities in that
Network.
CN21

Create Network

Menu path
Transaction

Logistics Project system Project Special


Maintenance function NetworkCreate
CN21

1. Select the Network Profile: BSNL_TP Transmission Project Network Profile


2. Enter Following data
Field Description
Network Type
Plant
MRP Controller

Remarks
Select ZPS2
Select the relevant Plant
Select the Relevant MRP Controller

3. Enter the Std. Network (If required) from which data is to be copied.
Network Profile

4. Enter description for the Network

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5. Go to the Assignments tab and Enter Project Definition and WBS Element
(Operative Project).

6. Click on Save
7. Note down the Network number created.

CN22

Change Network
Menu path
Transaction

Logistics Project system Project Special Maintenance


function NetworkChange
CN22

For making any changes in the Network once it is created the above menu path or
the Transaction Code CN22 is to be used.
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CN23

Display Network
Menu path

Logistics Project system Project Special Maintenance


function Network Display
CN23

Transaction

To view the Network created the above menu path or the Transaction Code CN23 is
to be used.

14.

Assign Internal Activity


CN22

Change Network
Menu path
Transaction

Logistics Project system Project Special Maintenance


function NetworkChange
CN22

1. Enter the Network number created and press Enter (Refer Fig. below)
2. Go to the Activity Overview

3. On the Int. processing tab, enter the relevant description

4. Click on
5. Click on Save

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Assign Material to an Internal Activity


CN22

Change Network

Menu path

Logistics Project system Project Special Maintenance


function NetworkChange

Transaction

CN22

1. Enter the Network number created and press Enter (Refer Fig. below).

2. Click on Activity Overview

3. Select the internal Activity

4. Go to Component Overview
5. Search the relevant Material code through the Search option (F4)

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6. Click on Start Search


7. Select the relevant material from the list.

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8. Enter following data.

Material
Requirement
Qty
Item Category
Procurement
type

Line wise enter the Material code required for the


Activity
Enter quantity to be procured.
Enter L for stock item.
A submenu opens, where we have to select the
required button.

9. Press Enter (A Pop Up will appear to select the Procurement Type)


10.

Choose the relevant Procurement type

11.

Press Enter

12.

Click on Save

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Note:- Procurement Types


Although a no. of options are proposed by the system, but the user has to
select the following as per the current WTP scenario.
Reservation for WBS Element: To be used if a reservation is to be
created for the WBS Element items kept in stock.
To know about the other options, user can select the option, press F1 and
read the SAP help content.
Continue attaching the remaining required Items.
See the details by pressing the detail button and enter the Purchase Group /
Purchase Org / Price and currency. The G/L account flows from the settings
and should not be changed.

16.

Assign & Explode Bill of Materials


CN22

Change Network

Menu path
Transaction

Logistics Project system Project Special Maintenance


function NetworkChange
CN22

1. Enter the Network number created and press Enter (Refer Fig. below)
2. Click on Activity Overview
3. Select the Activity & Click on Component Overview
the screen

Page 53 of 108

at the bottom of

User Manual:Title:Module Name:Business Process:-

PS_UTM_TP_01
Project System
Transmission Projects

4. Enter following data.


Material
Requirement
Qty
Item
Category
Procurement
type

Line wise enter the Material code required for the


Activity
Enter quantity to be procured.
Enter L for stock item.
A submenu opens, where we have to select the
required button.

5. Search the relevant Material code by Search option (F4)

6. Click on Continue
7. Double click on the Material.

8. Select the relevant Item Category.

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9. Select the relevant Procurement type

10.

Click on Component - Explode BOM

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11.

PS_UTM_TP_01
Project System
Transmission Projects

Click on Continue. Select the Materials & click on Copy.

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12.

17.

PS_UTM_TP_01
Project System
Transmission Projects

Click on Save

Assign Service Activity


CN22

Change Network

Menu path
Transaction

Logistics Project system Project Special Maintenance


function NetworkChange
CN22

1.

Enter the Network number created and press Enter (Refer Fig. below)

2.

Go to Activity Overview

and click.

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3.

PS_UTM_TP_01
Project System
Transmission Projects

Press Enter.

Enter the Services and go to back


4.

Select the Activity & Click on Details

5. Enter the Purchasing data i.e. Purchasing Organization, Purchasing

Group, Material Group, Requisitioner.


6. Click on Back
7. Click on Continue , Save

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18.

PS_UTM_TP_01
Project System
Transmission Projects

Assign General Cost Activity


CN22

Change Network

Menu path
Transaction

Logistics Project system Project Special Maintenance


function NetworkChange
CN22

1. Enter the Network number created and press Enter (Refer Fig. below)
2. Go to Activity Overview

3. On the Prim. Costs tab, enter the relevant description and assign it to the
relevant WBS Element. (Refer Fig. below)

4. Select the Activity & Click on

5. Enter the cost and cost element.


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Project System
Transmission Projects

Note: Cost Element field is mandatory.


6. Click on Save

19.

Define Relationship between Activities


CN22

Change Network

Menu path
Transaction

Logistics Project system Project Special Maintenance


function NetworkChange
CN22

1. Enter Network No.


2. Click on Activity Overview.
3. Select the Activity.

4. Click on

to create relationship between activities:-

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5. Activities can be linked together by assigning FS/SF/FF/SS relation by


clicking on the connect tab

6. Click on & Back & Click on Save (Ctrl+S)

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20.

PS_UTM_TP_01
Project System
Transmission Projects

Attach Milestone to an Activity


CN22

Change Network
Menu path
Transaction

Logistics Project system Project Special Maintenance


function NetworkChange
CN22

1. Enter the Network number created and press Enter (Refer Fig. below)
2. Go to Activity Overview
3. Select the Activity.
4. Click on Milestone Overview.
5. Milestone can be attcahed by following methods :
a) Use Standard Milestone Click on Standard Milestone
at the Bottom of screen & Search for suitable Milestone.
b) Use Milestone Group Click on Milestone Group
at the bottom of screen .Search & select the suitable Miestone Group.
Double click on the relevant Milestone Group. All the Milestones
assigned to the group will be displayed on the screen .
c) Define milestone Enter the Milestone Usage & Description.

6. Select the Row of a Milestone & Click on Details

7. Enter the Planned finish date & Percentage of completion.

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8. Click on continue and Save

21.

Attach Milestone to a WBS Element


CJ02

Change WBS
Menu path
Transaction

Logistics Project system Project Special Maintenance


function WBSChange
CJ02

1. Enter the WBS Element and press Enter (Refer Fig. below)
2. Go to WBS Overview
3. Select the WBS.
4. Click on Milestone Overview.

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Transmission Projects

5. Milestone can be attcahed through the following methods :


a) Use Standard Milestone Click on Standard Milestone
at the Bottom of the screen & Search for the relevant Milestone.
b) Use Milestone Group Click on Milestone Group
at the bottom of the screen . Search & select the relevant Miestone Group.
Press Enter & double click on the Milestone.
c) Define milestone Enter the Milestone Usage & Description.

6. Select the Row of a Milestone & Click on details

7. Enter the Plan Date of finish in Fix`Date & Percentage of completion.


8. Click on continue. Save

22.

Project Scheduling
CJ29

Project Scheduling

Menu path
Transaction

Logistics Project system Dates Scheduling


CJ29

1. Enter the Project number


2. Click on the Sched. Basic dates button

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3. On Next Screen Select:- Network & Maintenance/service Order

4. Click on Execute
5. Click on

. Scheduling Carried out


to Check Scheduled Dates for the WBS Element.

6. Select the TOP WBS Element.


7. Click on
to view Gantt chart.
8. Click on Save (Ctrl+S)

23.

Update the WBS Status to PE cum DE Created

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CJ02

Change WBS

Menu path
Transaction

Logistics Project system Project Special Maintenance


function WBS Change
CJ02

1. Enter the WBS Element No. Press Enter.


2. Select the WBS Element.

3. Click on

4. Check the Status Profile. Select the relevant status.


5. Click on Back & Check the new status

6. Similarly change the status of other WBS Elements.


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7. Click on Save

24. Send WBS for PE Cum DE Approval to competent


Authority using Note Sheet
ZPS_NOTESHEE
T

Note sheet

1. Select the WBS element Details - click on Customer fields:

2 Click on Create Note sheet button

3 Enter the WBS element and Employee ID of the person to whom the
Note Sheet is to be sent.

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4 Enter the WBS element and Employee ID of the person to whom the Note
Sheet is to be sent.

In the Comment box add/see the comments and press

If you want to see the details of the WBS element in edit mode press

If you want to see the details of the WBS element in display mode press

If you want to see the document attached to the WBS Element press

If you want to print the Note sheet press

To see the cost in WBS element press

To approve the Project Estimate (PE) press

This button should be used by the competent authority, at the Root WBS
Element, to approve the PE of all WBS Elements in a single shot.
Note: Project Estimate shall be approved by the competent Authority

Alternatively use the T-Code ZPS_NOTESHEET to open the note sheet.

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25.

PS_UTM_TP_01
Project System
Transmission Projects

Read Note Sheet received in the SAP Inbox


SBWP

Note sheet
Menu path

Office Workplace

Transaction

SBWP

1. Click on Inbox icon


2. Click on

3. The note sheet screen will appear. Add the details and forward it to
next level, as explained in the Step-6.

26.

Review Project Estimate

After receiving the mail, the Project estimate can be reviewed by using this
report. This report will give the details of Plan/Actual/Commitment for a
Project.

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CN41
Structure Overview
Menu path
Logistics Project System Information System Structures
Structure Overview
Transaction
CN41
Code

1. Enter PS Info prof. 000000000001


2. Enter Project number

3. Click on Execute.
4. Check the Plan, Actual & Commitment column.

5. Click on Back.

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27. Update the WBS Status to PE cum DE Concurred


(PEFI)
CJ02

Change WBS

Menu path
Transaction

Logistics Project system Project Special Maintenance


function WBS Change
CJ02

1. Enter the WBS Element No. Press Enter.


2. Select the WBS Element.
3. Click on details

4. Click on

5. Check the Status Profile. Select the relevant status.


6. Click on Back & Check the new status

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7. Similarly change the status of other WBS Elements.


8. Click on Save

28.

Update the WBS Status to PE cum DE Approved


CJ02

Change WBS

Menu path
Transaction

Logistics Project system Project Special Maintenance


function WBS Change
CJ02

1. Enter the WBS Element No. Press Enter.


2. Select the WBS Element.
3. Click on details

4. Click on

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5. Check the Status Profile. Select the relevant status.

6. Similarly change the status of other WBS Elements.


7. Click on Save

29.

View Approved PE/DE/RE PDF Documents

View approved PE/DE/RE Documents

Menu path
Transaction

N/A
ZPEDE / CJ02

1. Enter the WBS element number

2. Click on Execute
3. Click on the Document number

Page 73 of 108

ZPEDE
/
CJ0
2

User Manual:Title:Module Name:Business Process:-

PS_UTM_TP_01
Project System
Transmission Projects

Note: Document is appeared and the same can be downloaded in the


local system
Alternatively, Approved PE/DE/RE can be viewed through CJ02 also,
1. Select the Relevant WBS Element

2. Go to WBS Element Tab - Document Overview Tab

3. Select the Relevant Document

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4. Click on

30.
Link WBS Element to an Investment Program
Position
Please Refer Budget Allocation User Manual

31.

Budget Distribution to the Project

Please Refer Budget Allocation User Manual

32. Plan for Project Wise Activities (SKF Statistical Key


Figure)
CJS2

Plan SKF

Menu path
Transaction

Logistics Project System Financials


PlanningStatistical Key FiguresChange
CJS2

1. Enter Version, From & To Period, Fiscal Year, Relevant WBS Element,
&, Stat. Key Figure

2. Click on the Overview screen (F5)


On the overview screen,
enter:
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Project System
Transmission Projects

Current Plan Value


3. Select the Row

4. Click on

Period Screen

5. Enter the Month wise Plan


Values

6. Click on Save (Ctrl+S)

33. Update the System status of a WBS Element to


Released
CJ02

Project Release

Menu path
Transaction

Logistics Project System Project Special Maintenance


FunctionsWork Break Down Structure (WBS)Change
CJ02

1. Enter the WBS Element No. Press Enter.


2. Select the WBS Element
3. Go to Menu to Menu Bar Edit Option Status Release (Refer Fig.
below)
4. This will change the System Status from Created to Released.

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Project System
Transmission Projects

Following error message might appear while changing the status to Release.

In that case, co-ordinate with Finance to run the transaction IM52 (Budget
Distribution) /CJBV (Activate Availability Control).
5. Check the status

6. Similarly change the status of all other WBS Elements & the the Project
Definition.
7. Click on Save.

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34.

PS_UTM_TP_01
Project System
Transmission Projects

Update the System status of a Network to Released


CN22

Change Network

Menu path
Transaction

Logistics Project System Project Special Maintenance


FunctionsNetworkChange
CN22

1. Enter the Network No.


2. Go to Menu Bar Edit Option Status Release (Refer Fig. below)
3. This will change the Network Status from Created to Released

4. Check the status


5. Click on Save

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35.

PS_UTM_TP_01
Project System
Transmission Projects

Post Actual SKF during the Project Execution phase


KB31N

SKF Posting

Menu path

Transaction

Logistics Materials Management Foreign Trade/Customs


General Foreign Trade ProcessingEnvironment Sales
ExportSalesProduct Cost by Sales OrderActual
PostingsSKF
KB31N

1. Select Screen variant and Input type

2.

Enter the Relevant WBS Element

3. Select the Relevant SKF

4. Enter Quantity
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5. Click on Save

36.

Update the WBS Status to Revised Estimate Created


CJ02

Change WBS

Menu path
Transaction

Logistics Project System Project Special Maintenance


FunctionsWork Break Down Structure (WBS)Change
CJ02

1. Enter the WBS Element No. Press Enter.


2. Select the WBS Element.
3. Click on details

4. Click on

5. Check the Status Profile. Select the relevant status.


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Transmission Projects

6. Click on Back & Check the new status.

7. Similarly change the status of other WBS Elements.


8. Click on Save.
Note: All FI Postings or any other type of cost booking will not be possible
until revised estimate statuses are active for a WBS Element.

37. Update the WBS Status to Revised Estimate FI


Concurred
CJ02

Change WBS

Menu path
Transaction

Logistics Project System Project Special Maintenance


FunctionsWork Break Down Structure (WBS)Change
CJ02

1. Enter the WBS Element No. Press Enter.


2. Select the WBS Element.
3. Click on details

4. Click on
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5. Check the Status Profile. Select the relevant status.


6. Click on Back & Check the new status.

7. Similarly change the status of other WBS Elements.


8. Click on Save

38. Update the WBS Status to Revised Estimate


Approved
CJ02

Change WBS

Menu path
Transaction

Logistics Project System Project Special Maintenance


FunctionsWork Break Down Structure (WBS)Change
CJ02

1. Enter the WBS Element No. Press Enter.


2. Select the WBS Element.
3. Click on details

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4. Click on

5. Check the Status Profile. Select the relevant status.


6. Click on Back & Check the new status.

7. Similarly change the status of other WBS Elements.


8. Click on Save

39.

Activity Confirmation

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CN22

Change Network
Menu path
Transaction

Logistics Project System Project Special Maintenance


FunctionsNetworkChange
CN22

1. Go to the Activity Overview on the Header Details screen of the Network :-

2. Go to the tab for Int. Processing as shown below and select the internal
activity

3. Click on the Confirmation icon on the lower part of the screen

4. On the Next screen carry out the following steps for Partial Confirmation
of the Activity:5. Enter the Start and Finish Date in the respective fields as shown below:-

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6. Select the Reason by selecting the Reason ID


7. Press Enter.
8. Click on the Back button.
9. Save the Network.
10. Ignore the Warnings.
11. Click on Final Confirmation and Completed Indicators for Full and Final
Confirmation by repeating the above steps for the same activity

12.
13.

Click on Back icon


Click on Save (Ctrl+S)

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40.

PS_UTM_TP_01
Project System
Transmission Projects

Milestone Confirmation assigned to a WBS Element


CJ02

Change WBS

Menu path
Transaction

Logistics Project system Project Special


Maintenance function WBS Change
CJ02

1. Enter the WBS Element No. and press Enter (Refer Fig. below)
2. Go to WBS Element Overview.
3. Select the WBS Element.
4. Click on Milestone Overview.
5. Select the Row of a Milestone & Click on details

6. Enter the Actual Date.


7. Click on Back.
8. Click on Save (Ctrl+S)

41.

Milestone Confirmation assigned to an Activity


CN22

Change Network

Menu path
Transaction

Logistics Project system Project Special Maintenance


function NetworkChange
CN22

1. Enter the Network no. and press Enter (Refer Fig. below)
2. Go to Activity Overview.
3. Select the relevant Activity.

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4. Click on Milestone Overview at the bottom of the screen


5. Select the Row of a Milestone & Click on details

6. Enter the Actual Date.


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7. Click on Back.
8. Click on Save (Ctrl+S)

42.

Update the WBS Status to Offered For AT


CJ02

Change WBS
Menu path
Transaction

Logistics Project system Project Special Maintenance


function WBSChange
CJ02

1. Enter the WBS Element No. Press Enter.


2. Select the WBS Element.
3. Click on details

4. Click on

5. Check the Status Profile. Select the relevant status.


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6. Click on Back & Check the new status.

7. Similarly change the status of other WBS Elements.


8. Click on Save

Note: - At this status user can attach any relevant documents on the WBS
element to carry out AT (for reference.)

43. Update the WBS Status to List of Pending Points /


Shortcoming from AT (If Any)
CJ02

Change WBS
Menu path
Transaction

Logistics Project system Project Special Maintenance


function WBSChange
CJ02

1. Enter the WBS Element No. Press Enter.


2. Select the WBS Element.
3. Click on details

4. Click on

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5. Check the Status Profile. Select the relevant status.


6. Click on Back & Check the new status.

7. Similarly change the status of other WBS Elements.


8. Click on Save

44. Update the WBS Status to clearance of Pending


Points (If Any)
CJ02

Change WBS
Menu path
Transaction

Logistics Project system Project Special Maintenance


function WBSChange
CJ02

1. Enter the WBS Element No. Press Enter.


2. Select the WBS Element.
3. Click on details

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4. Click on

5. Check the Status Profile. Select the relevant status.


6. Click on Back & Check the new status.

7. Similarly change the status of other WBS Elements.


8. Click on Save

45. Update the WBS Status to Relaxation for Pending


Points Not Cleared (If Any)
CJ02

Change WBS
Menu path

Logistics Project system Project Special Maintenance


function WBSChange
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User Manual:Title:Module Name:Business Process:-

Transaction

PS_UTM_TP_01
Project System
Transmission Projects

CJ02

1. Enter the WBS Element No. Press Enter.


2. Select the WBS Element.
3. Click on details

4. Click on

5. Check the Status Profile. Select the relevant status.


6. Click on Back & Check the new status.

7. Similarly change the status of other WBS Elements.


8. Click on Save

46. Update the WBS Status to Provisionally Fit for


Commissioning

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CJ02

Change WBS
Menu path
Transaction

Logistics Project system Project Special Maintenance


function WBSChange
CJ02

1. Enter the WBS Element No. Press Enter.


2. Select the WBS Element.
3. Click on details

4. Click on

5. Check the Status Profile. Select the relevant status.


6. Click on Back & Check the new status.

7. Similarly change the status of other WBS Elements.


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8. Click on Save

PS_UTM_TP_01
Project System
Transmission Projects

47. Update the WBS Status to Declared Fit for


Commissioning
CJ02

Change WBS
Menu path
Transaction

Logistics Project system Project Special Maintenance


function WBSChange
CJ02

1. Enter the WBS Element No. Press Enter.


2. Select the WBS Element.
3. Click on details

4. Click on

5. Check the Status Profile. Select the relevant status.


6. Click on Back & Check the new status.

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7. Similarly change the status of other WBS Elements.


8. Click on Save

48. Update the Status of a WBS Element to TECO


(Technically Complete)
CJ02

Change WBS
Menu path
Transaction

Logistics Project System Project Special Maintenance


FunctionsWork Break Down Structure (WBS)Change
CJ02

1. Enter the WBS Element No. Press Enter.


2. Select the WBS Element.
3. Go to the Menu Edit Status Technically Complete (Refer Fig. below)
4. This will change the System Status of the WBS Element to Technically
Complete.

5. Check the status


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6. Click on Save

49. Update the Status of a Network to TECO (Technically


Complete)
CN22

Change Network
Menu path
Transaction

Logistics Project System Project Special Maintenance


FunctionsNetworkChange
CN22

1. Enter the Network No.


2. Go to Edit Status Close Technically (Refer Fig. below)
3. This will change the Network Status to Technically Complete.

4. Check the status


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5. Click on Save

PS_UTM_TP_01
Project System
Transmission Projects

Note: At TECO status the user will not be allowed to expand the project
structure. Planning in Projects as such is not allowed at this status, Actual
cost can however be posted to the WBS element.

50.

Update the WBS Status to Commissioning Done


CJ02

Change WBS

Menu path
Transaction

Logistics Project system Project Special Maintenance


function WBSChange
CJ02

1. Enter the WBS Element No. Press Enter.


2. Select the WBS Element.
3. Click on details

4. Click on

5. Check the Status Profile. Select the relevant status.


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6. Click on Back & Check the new status.

7. Similarly change the status of other WBS Elements.


8. Click on Save

51. Enter details after Update of Status Commissioning


Done
CJ02

Change WBS
Menu path
Transaction

Logistics Project system Project Special Maintenance


function WBSChange
CJ02

1. Enter the WBS Element No. Press Enter.


2. Select the WBS Element.

3. Click on details

and then go to

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Transmission Projects

4. Select field key Transmission Project Equipment from the drop down

5. Press Enter
6. Enter the Equipment PO Number

7. Enter the PO Date & Commissioning Date

8. Press Enter or
9. Click on Save
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52.

PS_UTM_TP_01
Project System
Transmission Projects

Settlement of Network to WBS element


CJ88

Change WBS
Menu path
Transaction

Logistics Project system Financials Period- End


Closing Single FunctionsSettlement
CJ88

1. Enter the Controlling Area

Maintain 1000 as controlling area.


2. Enter the Network Number

3. Select the hierarchy and with orders check box

4. Enter the following details

Settlement Period
Fiscal Year
Processing Type

Note: If not specified Posting period remains same as Settlement period.

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5. On the Processing Option section select the Test run & Detail List
Check box

6. Click on Execute

Note: The Above step is carried out for test run the settlement process so
that any error can be checked. For Actual Settlement please
Uncheck/Deselect the Test

Run

53.

check box and then execute the settlement.

Update the WBS Status to Offered for Taking Over


CJ02

Change WBS
Menu path
Transaction

Logistics Project system Project Special Maintenance


function WBSChange
CJ02

1. Enter the WBS Element No. Press Enter.


2. Select the WBS Element.
3. Click on details

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4. Click on

5. Check the Status Profile. Select the relevant status.


6. Click on Back & Check the new status

7. Similarly change the status of other WBS Elements.


8. Click on Save

54.

Update the WBS Status to Taken Over


CJ02

Change WBS

Menu path

Logistics Project system Project Special Maintenance


function WBSChange

Transaction

CJ02

1. Enter the WBS Element No. Press Enter.


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2. Select the WBS Element.


3. Click on details

4. Click on

5. Check the Status Profile. Select the relevant status.


6. Click on Back & Check the new status

7. Similarly change the status of other WBS Elements.


8. Click on Save

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User Manual:Title:Module Name:Business Process:-

PS_UTM_TP_01
Project System
Transmission Projects

55. Update the System Status of a WBS Element to


Closed
CJ02

Change WBS

Menu path

Transaction

Logistics Project System Project Special


Maintenance FunctionsWork Break Down Structure
(WBS)Change
CJ02

1. Enter the WBS Element No. Press Enter.


2. Select the WBS Element.
3. Go to Menu to Menu Bar Edit Option Status CLSD (Refer Fig.
below)
4. This will change the System Status from Technically Complete to Closed.

5. Check the status


6. Click on Save

Note: Once Closed Status is set ,no actual cost can be posted to the WBS
element.

Page 104 of 108

User Manual:Title:Module Name:Business Process:-

56.

PS_UTM_TP_01
Project System
Transmission Projects

Transactions for Project Monitoring:-

1.Monitor Project Structure (CN41)

Enter Database Profile Value after executing the Transaction


Code

Enter the Following Information:

Project Definition, WBS element or Network No. in Single or Multiple


Selection

Press Execute

Note the Output


Page 105 of 108

User Manual:Title:Module Name:Business Process:-

PS_UTM_TP_01
Project System
Transmission Projects

To Change the layout click on the icon


desired fields.

Remarks:- In the output of this report user can access information as


per a no. of categories viz.

on the top and select the

2.Monitor Project Cost (CJI3)

Enter Controlling Area :- 1000

Enter Database Profile:- 000000000001

Enter the Following Information:-

Project Definition, WBS element or Network No. in Single or Multiple


Selection

Press Execute

Note the Output

3.Monitor Project Milestones (CN53)

Enter Controlling Area :- 1000

Enter Database Profile:- 000000000001

Enter the Following Information:-

Page 106 of 108

User Manual:Title:Module Name:Business Process:-

PS_UTM_TP_01
Project System
Transmission Projects

Project Definition, WBS element or Network No. in Single or Multiple


Selection

Press Execute

Note the Output

Page 107 of 108