PLM322

Managing Maintenance Projects /
Capacity and Shutdown Planning
mySAP ERP Operations: Support

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Course Version: 2006/Q2
Course Duration: 3 Days
Material Number: 50080885

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About This Handbook
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2006/Q2

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iii

About This Handbook

PLM322

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iv

© 2006 SAP AG. All rights reserved.

2006/Q2

......................................................................... 1 Introduction ............. 74 Scheduling a Project.................... 211 Glossary............................ 221 2006/Q2 © 2006 SAP AG.......................................11 Project System Turnaround Project Plan ........................................................................ 59 Unit 4: Scheduling and Capacity Planning .......................vii Course Objectives ..........185 Unit 8: Completion and Analysis ............148 Unit 6: Execution......................................................................107 Unit 5: Approve and Release Schedule... 141 Approving and Releasing Project and Plant Maintenance Orders .....2 Unit 2: Work Identification ............ 197 Completion........................................................................... 169 Identifying and Attaching Emergent Work ..................................... vii Course Goals .. 28 Unit 3: Planning and Budgeting ............ 42 Project Budget........................142 Baseline Project Version ........................................... 155 Execution............vii Unit 1: Introduction.... Network and Orders ................................................................ All rights reserved....................................................................................................................................................................................................198 Project Analysis ( Dates / Costs).............................................. 88 Evaluating and Leveling Capacities .................................................................................................................................................156 Unit 7: Reaction to Changes ...............178 Leveling Capacities for Additional Work .................................................................Contents Course Overview ................................................... v ................... 73 Work Center Capacity ... 12 Working with Revisions ..............170 Rescheduling a Project at the Appropriate Level . 41 Planning WBS and PM Orders .................

...................... All rights reserved. 223 vi © 2006 SAP AG.....................................Contents PLM322 Index ........... 2006/Q2 ...

Target Audience This course is intended for the following audiences: • • Project managers Project team members in charge of managing complex maintenance projects such as shutdown and turnaround projects Course Prerequisites Required Knowledge • • • PLM200 – Business Processes in Project Management PLM300 – Business Processes in Plant Maintenance PLM315 – Maintenance Processing: Operational Functions Recommended Knowledge • • Good knowledge of project management Good knowledge of maintenance processing Course Goals This course will prepare you to: • • • • Manage complex maintenance projects such as shutdown and turnaround projects Create. complete. execute. schedule. you will be able to: • 2006/Q2 Create a shutdown or turnaround project © 2006 SAP AG.Course Overview This course explains how to manage complex maintenance projects such as shutdown and turnaround projects using mySAP Enterprise Resource Planning (mySAP ERP). and analyze a shutdown or turnaround project Schedule a shutdown or turnaround project Plan capacities for a shutdown or turnaround project Course Objectives After completing this course. and Production Capacity Requirements Planning. All rights reserved. vii . Enterprise Asset Management. We will focus on scheduling and capacity planning using Project System. plan.

All rights reserved. costs.Course Overview • • • • • • • • PLM322 Plan work. and budget for the project Schedule a project and work orders Plan capacities for a project Release a project and work orders Issue materials and enter time confirmations for a project React to changes during the execution phase of a project Technically complete a project and work orders Analyze a project using the Project Information System SAP Software Component Information The information in this course pertains to the following SAP Software Components and releases: viii © 2006 SAP AG. 2006/Q2 .

Two examples will be used to explain and demonstrate the business processes for shutdown/turnaround projects: • • Project without networks Project with networks Unit Objectives After completing this unit... you will be able to: • • Identify the phases of a shutdown / turnaround project Explain the differences of projects with / without network(s) Unit Contents Lesson: Introduction ........................................... All rights reserved.........Unit 1 Introduction Unit Overview This unit outlines the main business processes for planning a shutdown or turnaround..... 1 ..2 2006/Q2 © 2006 SAP AG......

Unit 1: Introduction PLM322 Lesson: Introduction Lesson Overview This lesson gives an introduction to the different phases of a shutdown project. it should be analyzed so that you can learn from the project and apply the knowledge to future projects. You should be able to accurately report progress to management on a timely basis. Phases of a Shutdown / Turnaround Project Project System supports comprehensive business processes for planning. for example. costs. It helps you manage your project structures. Lesson Objectives After completing this lesson. controlling. 2 © 2006 SAP AG. You need to identify the work that needs to be done and manage the project within budgeted costs. and available capacity while adapting to unexpected changes. All rights reserved. taking down a power plant boiler. 2006/Q2 . dates. times. When the project is finished. you will be able to: • • Identify the phases of a shutdown / turnaround project Explain the differences of projects with / without network(s) Business Example A shutdown of a sewage gas processing unit of a clarification plant needs to be planned so that routine maintenance and repair tasks can be performed. and resources throughout the entire project life cycle. and organizing all the activities carried out during the course of a project.

Depending on your business scenario revisions help to automatically assign the PM orders to your project structure. You can use revisions to summarize the PM orders involved in the turnaround project.PLM322 Lesson: Introduction Figure 1: Phases of a project • • • • • • • • Work identification and selection Planning and budgeting Scheduling and capacity planning Approving and releasing schedule Execution Reaction to changes Completion Analysis Work Identification and Selection A power plant boiler needs to be taken down for routine maintenance and repair. 3 . All rights reserved. The structure of the Project System turnaround project consists of the already created operative work breakdown structure as well as operative networks. You need to identify the work that needs to be done by using a combination of Project System (PS) and plant maintenance (PM). The PM orders describing the detailed work involved in the turnaround project need to be linked to the project structure. Planning and Budgeting 2006/Q2 © 2006 SAP AG.

Therefore you can determine the duration of phases in a project. and capacity planning. resources. schedules. individual networks and PM orders included as subnetworks in a network. scheduling. materials. networks and maintenance orders to plan and check dates of your turnaround project. Execution During the execution phase of the project. 2006/Q2 . The available capacities for your turnaround project need to be maintained in the system. All rights reserved. You enter dates in the work breakdown structures. Scheduling and Capacity Planning Data in work centers is used to simplify operation maintenance. After capacity leveling is executed the dates will be rolled up to reschedule the project. The release may happen prior to final approval to allow input of costs that may already be incurred. Costs are rolled up from the operations to the total costs of the turnaround project. You can check and change them in all stages of a project. You need to evaluate capacities by work center and project. and critical paths. The budget is the device by which management approves the expected development of order costs over a given time frame. you then prescribe the funds available for your project in the form of a project budget. You will need to schedule your project. Partial confirmations may be entered to help manage the time line of the project more accurately. Having estimated the costs as accurately as possible using the different tools during the planning phase. Approve and Release Schedule Once the turnaround project has been budgeted. are actually applied to the PM orders and the project. You will need to identify reports that can be used to track these quantities during the project. which events are particularly important for the schedule. The available capacity and formulas for calculating capacity requirements can be entered in the work center capacity. Reaction to Changes 4 © 2006 SAP AG. all of the dates. The actual dates are compared with the dates that were originally planned. You create a project version to document the state of the turnaround project before execution. budgets. You can plan on the rough cut basis using work breakdown structures as well as planning on a detailed level using PM orders. capacities for your turnaround project.Unit 1: Introduction PLM322 You need to plan work breakdown structure (WBS) elements and maintenance orders. capacities. as well as cost and revenue postings planned earlier. You create a project version to document the state of the turnaround project after execution. float times. costing. Your management will also expect reports on costs. you have to release the project and the PM orders in order to prepare the execution. and material component consumption. You need to plan costs. and materials. It is crucial to identify and level overloaded capacities.

costs and revenues are transferred to Financial Accounting. the flow of the project. 5 . capacities. You close all turnaround project Objects to document that the measures involved have been completed from both a logistic and an accounting point of view Analysis During the course as well as after the completion of your turnaround project. Cost Accounting/Profitability Analysis. 2006/Q2 © 2006 SAP AG. Create a project version to document the state of your project. Create a final project version to document the final state of your project. and so map the structure of the project. Asset Accounting. on the other hand.you have to adjust your capacity planning. Having rescheduled the project . You use a work breakdown structure to organize a project in the form of a hierarchy. and scheduling arise which need to be involved within your turnaround project. Completion You have finished your measures from a technical point of view. a large volume of data is generated that has to be prepared efficiently. material. but where you still expect costs to accrue. in other words. transparently. that is. are used to represent the individual project activities together with their temporal and logical relationships. level capacities according to additional work. new tasks involving costs. Networks. All rights reserved. You therefore use technical completion. or another project.PLM322 Lesson: Introduction During your project. and comprehensively to satisfy the various information analysis and reporting requirements of the management in your company throughout all phases of the project. Having identified the emergent work. you need to reschedule the project. Having settled your project. Structure of the Project The two structures provided by Project System for mapping projects in SAP are work breakdown structures and networks.

All rights reserved. Project without network(s) Figure 3: Project without network(s) 6 © 2006 SAP AG. 2006/Q2 .Unit 1: Introduction PLM322 Figure 2: Structures The following scenarios will be dealt with during this course: • • Project without network(s) Project with network(s) The focus is clearly on projects with network(s) due do the enhanced flexibility regarding scheduling functionalities compared to projects without networks.

4. controlling and monitoring schedules.PLM322 Lesson: Introduction You use the work breakdown structure to plan and monitor the shutdown / turnaround project. 2. All rights reserved. 2006/Q2 © 2006 SAP AG. During the life of a project. 3. Plan costs manually for the WBS elements using Easy Cost Planning. Assign various documents for WBS elements using Execution Services for updating commitment and actual costs. Calculate overhead costs and carry out settlement to assets under construction in Asset Accounting using the Schedule Manager. Budget WBS elements. Enter actual dates during the project execution phase. 6. Create a suitable work breakdown structure using the Project Builder. 5. This business scenario is suitable if cost-related aspects are particularly important as the project is being executed. analyzing. networks are used as a basis for planning. 7. 7 . The following steps are carried out in for a project without networks: 1. You have access to a range of reports and information systems that you can use to evaluate the project data during the various project phases Project with network(s) Figure 4: Project with network(s) The Shutdown / turnaround project is mapped in the SAP system with a work breakdown structure and networks. Plan basic dates manually for WBS elements using the project planning board.

Distribute work among the workforce. Plan resources.Unit 1: Introduction PLM322 dates. materials. 2006/Q2 . 6. PRTs. By assigning the activities to WBS elements. A high degree of precision is required when planning and coordinating large and complex projects. Post revenues using milestone billing. Enter confirmations. resources. Plan costs using network costing. and assign funds. All rights reserved. When planning the flow of a project. and payments) that is written to the network activities. costs. 5. you can aggregate activity data at work breakdown structure level and evaluate it. 8 © 2006 SAP AG. 12. 7. and drawings. 10. Project System as well as Enterprise Asset Management give you the support you need throughout all phases of the project. Calculate overhead costs. Plan capacity requirements. 4. revenues. you will schedule deadlines and dates. detailed scheduling and capacity planning functionalities are also of major importance. and resources such as personnel. 8. Plan materials by transferring bills of material. Create a project (work breakdown structure and network) using standard structures. Plan dates using scheduling. Use suitable reports to track planned and actual data (dates. 3. This business scenario is suitable if. 11. 2. Plan the external procurement of services. The following steps are carried out for the shutdown / turnaround project: 1. carry out a results analysis and settle the results analysis values. make resources available. 9. documents. next to cost-related aspects. machines.

9 .PLM322 Lesson: Introduction Lesson Summary You should now be able to: • Identify the phases of a shutdown / turnaround project • Explain the differences of projects with / without network(s) 2006/Q2 © 2006 SAP AG. All rights reserved.

Unit Summary PLM322 Unit Summary You should now be able to: • Identify the phases of a shutdown / turnaround project • Explain the differences of projects with / without network(s) 10 © 2006 SAP AG. 2006/Q2 . All rights reserved.

......................... You can use revisions to manage your work orders more easily.... 33 2006/Q2 © 2006 SAP AG... 11 .......... All rights reserved............. Unit Objectives After completing this unit. 12 Exercise 1: Project System Turnaround Project Plan ............. you will be able to: • • • • Create a Project System turnaround project plan Display PM orders Assign orders to revisions Assign orders to projects Unit Contents Lesson: Project System Turnaround Project Plan............................................... 21 Lesson: Working with Revisions ................Unit 2 Work Identification Unit Overview This unit describes how to identify the work involved in your Shutdown / Turnaround Project and how to map it in the system.... 28 Exercise 2: Working with Revisions.

You can. All rights reserved. 12 © 2006 SAP AG. 2006/Q2 . the flow of the project. Work Identification: Project Structure The two structures provided by Project System for mapping projects in SAP are work breakdown structures and networks. in other words. you will be able to: • Create a Project System turnaround project plan Business Example A power plant boiler needs to be taken down for routine maintenance and repair. Networks. You use a work breakdown structure to organize a project in the form of a hierarchy. however.Unit 2: Work Identification PLM322 Lesson: Project System Turnaround Project Plan Lesson Overview This lesson explains how to create a Shutdown / Turnaround Project consisting of a Work Breakdown Structure and a network. Lesson Objectives After completing this lesson. also represent a project using a work breakdown structure and one or more networks in order to use the characteristics of both structures. and so map the structure of the project. are used to represent the individual project activities together with their temporal and logical relationships. You can map a project using just one work breakdown structure or one network. You need to create a PS turnaround project consisting of an operative work breakdown structure and operative networks. You need to identify the work that needs to be done using a combination of Project System and plant maintenance. on the other hand.

By assigning the activities to WBS elements. materials). machinery. Each individual WBS element can act as a controlling object in which you can plan and monitor costs. Activities form the operative basis for planning and controlling dates. also known as relationships. and staff must be planned and costs must be estimated. revenues. The order supports you with these tasks. costs. materials. utilities. The individual tasks in the project are mapped as activities in a network. A network represents the flow of a project. All rights reserved. which must be performed at the technical object in question. and dates. Work breakdown structures consist of work breakdown structure elements (WBS elements) that are arranged at various levels to produce a hierarchical model of the project activities to be carried out. budgets. A technician on site must execute tasks at a technical object. Activity funds already assigned are checked against the budgets of the WBS elements. payments. since it primarily contains data for planning and executing tasks. and can be evaluated. you can aggregate activity data at work breakdown structure level and evaluate it.PLM322 Lesson: Project System Turnaround Project Plan Figure 5: Project Structure Project Definition represents the binding framework for all organizational element created within a project. When activities are assigned to WBS elements. the dates and costs defined in the individual activities are totaled (aggregated) at the WBS level. For this. 13 . Maintenance orders form an important part of the detailed planning of tasks and their accompanying documentation in Enterprise Asset Management. You can also define non-binding begin and end dates for the project. 2006/Q2 © 2006 SAP AG. The temporal and logical dependencies between the various activities can be represented as links. production resources/tools. and resources (personnel.

and payments are often planned using activities. Emphasis is placed on planning. control. basic dates. 14 © 2006 SAP AG. dates. including: • • • • • • • • WBS elements Network activities Milestones Revisions Maintenance orders Maintenance operations Components Work centers Figure 6: Work Breakdown Structure Capabilities The work breakdown structure forms the basis for all subsequent planning tasks in the project. and the budget. and monitoring of costs. analysis. which are assigned to WBS elements. Costs. All rights reserved. description. 2006/Q2 .Unit 2: Work Identification PLM322 The integration of project structures involves all objects within the hierarchy.

you can also use existing project structures or standard projects as templates. 15 . you can use an existing WBS. above). a section of the project hierarchy. 4.PLM322 Lesson: Project System Turnaround Project Plan Figure 7: Work Breakdown Structures: Maintenance Options There are various ways to create maintain work breakdown structures: • • • • 2006/Q2 You can use the Project Builder to create and change WBS elements. You can also incorporate WBS elements from other projects or from a standard WBS in an existing WBS (3. When you create a new WBS. above). In addition to manual maintenance or maintenance via the hierarchy graphic (1. 2. You can use the hierarchy graphic to change WBS elements (by double-clicking). All rights reserved. © 2006 SAP AG. You can use detail screens or the list of WBS elements for this purpose. or a standard WBS as a template. You can also create new WBS elements and insert these into the hierarchy (connect mode).

• • • Capacities refers to internally processed activities in detail. Material explains how material components are assigned. and externally processed activities using maintenance orders. capacities. Alternately. The networks are used primarily for detailed scheduling functionalities (use of relationships) and to aggregate data on superior WBS elements. capacities. operating tools. you can plan material. and consumed in the network. 2006/Q2 . materials. External activities deal with externally processed activities and service activities. capacities and externally processed activities are planned on maintenance orders. Hint: During this course material. procured. 16 © 2006 SAP AG. and services you require to carry out the various tasks in your project.Unit 2: Work Identification PLM322 Figure 8: Activities and Networks Capabilities You use the activities in the network to plan the labor. All rights reserved.

17 . You can also incorporate networks in an existing network (4). you can use a standard network or an existing network as a template (3). 2. When you create activities. All rights reserved. you can use existing operative structures or standard structures as templates. above).PLM322 Lesson: Project System Turnaround Project Plan Figure 9: Activities: Maintenance Options In addition to maintaining data manually or via the network graphic (1. You can use the Project Builder or the project planning board to copy a standard project or operative project (including all of its activities) to a new project structure (5). 2006/Q2 © 2006 SAP AG.

18 © 2006 SAP AG. Additional options are available for enhancing your project structure. 2006/Q2 . enabling you to check your project for capacity bottlenecks.Unit 2: Work Identification PLM322 Figure 10: Project Planning Board The project planning board is particularly suitable for planning a project. It provides you with an instant overview of your project deadlines. Hint: You can only use capacity planning functionality within Project System if you plan your capacities with networks. All rights reserved.

and settlement of costs incurred Technical and business completion © 2006 SAP AG. Functions are available in the following areas: • • • • • • 2006/Q2 Specific planning with regard to type. 19 . assignment. scope. dates and resources Execution and monitoring of tasks Drawing up of rules for account assignment and settlement Definition of budgets Entry. All rights reserved.PLM322 Lesson: Project System Turnaround Project Plan Figure 11: Operations and Order Capabilities Orders form an important part of the detailed planning of tasks and their accompanying documentation in Enterprise Asset Management.

Unit 2: Work Identification 20 PLM322 © 2006 SAP AG. 2006/Q2 . All rights reserved.

Give an overview about predefined scheduling scenarios.##. Hint: In the following exercises. Perform a preliminary capacity check.100## and description Shutdown/Turnaround Power Boiler Gr. Use standard structures as templates when you create your project. Continued on next page 2006/Q2 © 2006 SAP AG.PLM322 Lesson: Project System Turnaround Project Plan Exercise 1: Project System Turnaround Project Plan Exercise Objectives After completing this exercise. You need to create a Project System turnaround project consisting of operative work breakdown structure as well as operative networks. 21 . Make sure that all assigned activities are also copied. 1. The start date for your project is today.10000 as a template and Z000001 Shutdown/Turnaround as the project profile. You need to carry out a preliminary scheduling for your project to ensure that sufficient time is available. Schedule a project in the Project Planning Board A bottom-up schedule will schedule the network activities and adjust the WBS elements to match. All rights reserved. You need to identify the work that needs to be done using a combination of project system and plant maintenance. Replace work center PBPF-00 of the standard network with PF-## and PBTW-00 with TW-## 3. use a template to create a project with the identification K. 2. ## indicates your group number (## = 01. Task: Project K.100## in the Project Builder. and so on). 02. Use the standard project K. Perform mass change for all network activities of the project. In the Project Builder.100## Create a project called K. Then adapt the operative structures to the specific requirements of the current project. you will be able to: • Create a Project System turnaround project plan Business Example A power plant boiler needs to be taken down for routine maintenance and repair. Save your project. Familiarize yourself with the various ways of editing networks in the Project Builder. A top-down schedule will schedule the WBS elements and fit the network activities within that schedule.

2006/Q2 . Display Project Planning Board using planning board profile ZPS000000001 and show network activities.Unit 2: Work Identification PLM322 a) Execute first a bottom-up schedule from the Project Planning Board b) Execute a top-down schedule from the Project Planning Board 4. Use the capacity overview on the project planning board to check the situation with regard to capacity for the assigned work centers. 22 © 2006 SAP AG. Save the project. Hint: You might have to activate the capacities at first. Display the capacity load utilization in this overview in a histogram and then call up an explanatory legend. All rights reserved.

## Start Today’s date Project Profile Z000001 Shutdown/Turnaround Template Std. Save your project. Make sure that all assigned activities are also copied. proj.PLM322 Lesson: Project System Turnaround Project Plan Solution 1: Project System Turnaround Project Plan Task: Project K. 1.100## Description Shutdown/Turnaround . choose Create Copy Project .10000 Leave other fields as they are. All rights reserved. If you do not enter any start date.Power Boiler Gr. K. Familiarize yourself with the various ways of editing networks in the Project Builder.100## and description Shutdown/Turnaround Power Boiler Gr. Enter the following data in the dialog box: Field Name Values Project Definition K. def.10000 as a template and Z000001 Shutdown/Turnaround as the project profile.##. a) In the SAP menu. Confirm your entries and any warnings that appear with Enter . the system automatically suggests today´s date. Continued on next page 2006/Q2 © 2006 SAP AG. use a template to create a project with the identification K.100## Create a project called K. To create a project using a template. The With Activities indicator should be set. Choose SAP Menu: Logistics → Project System → Project → Project Builder. In the Project Builder. The start date for your project is today. Save your project. Use the standard project K. go to the Project System folder and open the Project Builder.100## in the Project Builder. 23 .

Continued on next page 24 © 2006 SAP AG. You need to carry out a preliminary scheduling for your project to ensure that sufficient time is available. PLM322 Perform mass change for all network activities of the project. The project you created earlier is displayed in the worklist under Last Projects Processed. All rights reserved. Mark project definition and click Button Mass change and choose the Acitvities tab. you can enter a suitable value in the Project Builder options for the number of hierarchy levels to be displayed (Settings → Options). double-click on Shutdown/Turnaround . Replace work center PBPF-00 of the standard network with PF-## and PBTW-00 with TW-## a) You are still in the Project Builder.## K.Power Boiler Gr. Repeat the same procedure for work center PBTW-00 : Field Value New value TW-## replace only PBTW-00 indicator (replace only) X Choose Execute.100##.Unit 2: Work Identification 2. Save your project. To avoid having to carry out this step. 3. fully expand the structure by choosing . A top-down schedule will schedule the WBS elements and fit the network activities within that schedule. Hint: If the system does not display all levels. Choose field Work center as selection criteria and replace the work center PBPF-00 as follows: Field Value New value PF-## replace only PBPF-00 indicator (replace only) X Choose Execute. To open your project. 2006/Q2 . Schedule a project in the Project Planning Board A bottom-up schedule will schedule the network activities and adjust the WBS elements to match.

Your project will be saved. Same procedure as in a). choose Select All and Edit → Show/Hide → Show acitvity Click the Select all button and then the Schedule button on the tool bar.Power Boiler Gr. From the menu. choose Settings → Options or click the options… button on the tool bar.100## in the worklist (under Last Projects Processed). The message in the status bar says “Scheduling carried out”. Continued on next page 2006/Q2 © 2006 SAP AG.## K. Set the scheduling scenario to Bottom-up scenario (pre-defined) and click Copy. To do so. Save your project and click No to the question “Do you want to save user specific data?”. but choose Top-down scenario (pre-defined) rather than Bottom-up scenario (pre-defined) Display Project Planning Board using planning board profile ZPS000000001 and show network activities. All rights reserved. Caution: Make sure that all network activities will be displayed in the Project Planning Board. If necessary. b) 4. choose SAP Menu → Logistics → Project System → Project → Project Planning Board → Change Project and then choose Shutdown/Turnaround . 25 .PLM322 Lesson: Project System Turnaround Project Plan a) Execute first a bottom-up schedule from the Project Planning Board b) Execute a top-down schedule from the Project Planning Board a) Open project K.100## in the project planning board.

chooseSelect All and then Edit → Show/Hide → Show activity.Power Boiler Gr.## K. Close the legend and save your changes by choosing Save. Save the project.100## in the worklist (under Last Projects Processed).100## in the project planning board. select a work center (if possible. An overview window is displayed in the lower part of the screen. 26 © 2006 SAP AG. Hint: The capacity overview shows the situation with regard to the capacities available in the work centers assigned to the project. one with a red bar) on the left of the capacity overview and choose Load as Histogram from the context menu (right-click).Unit 2: Work Identification PLM322 Use the capacity overview on the project planning board to check the situation with regard to capacity for the assigned work centers. Green bars show that the work center’s capacity is not used up. To display the capacity load utilization as a histogram. You can also display a histogram showing the capacity requirements and the available capacity of individual work centers. a) Open project K. Hint: You might have to activate the capacities at first. All rights reserved. 2006/Q2 . choose Display Legend from the context menu. To display a legend for the capacity overview. choose SAP Menu → Logistics → Project System → Project → Project Planning Board → Change Project and then choose Shutdown/Turnaround . choose Capacity Overview . To show the network activities on the planning board. Display the capacity load utilization in this overview in a histogram and then call up an explanatory legend. To do so. Exit the project planning board by choosing Back. To do so. Call up the capacity overview in the project planning board to analyze the situation with regard to capacities at the work centers. whereas red bars show that the work center’s capacity has been exceeded.

All rights reserved.PLM322 Lesson: Project System Turnaround Project Plan Lesson Summary You should now be able to: • Create a Project System turnaround project plan 2006/Q2 © 2006 SAP AG. 27 .

During these periods. you determine (among other things) that certain activities could be performed most conveniently during the next revision. assign maintenance orders to a revision. Lesson Objectives After completing this lesson. which is managed in the system. and assign maintenance orders to a project. 28 © 2006 SAP AG. revisions can trigger the automatic assignment of PM orders to your project structure (Maintenance Event Builder). You assign these orders to one of the revisions. Working with Revisions The revision is the period of time during which a plant or a part of a plant is temporarily shut down for service and maintenance tasks. Revisions are often planned in a company for certain periods during the year or during production. When planning orders. 2006/Q2 . we will discuss how to create a revision. certain technical system parts or even the entire company may shut down.Unit 2: Work Identification PLM322 Lesson: Working with Revisions Lesson Overview In this lesson. allowing a large amount of maintenance work to be performed. you will be able to: • • • Display PM orders Assign orders to revisions Assign orders to projects Business Example You can use revisions to summarize the plant maintenance (PM) orders involved in the turnaround project. The PM orders describing the detailed work involved in the turnaround project need to be linked to the project structure. All rights reserved. Depending on your business scenario.

you have to use the Maintenance Event Builder (MEB). you have to assign maintenance orders manually to Network activities. apart from a number of other objects.PLM322 Lesson: Working with Revisions Figure 12: Assignment of Orders You can assign maintenance orders. 29 . You can assign maintenance orders automatically to WBS elements. Figure 13: Maintenance Event Builder 2006/Q2 © 2006 SAP AG. to WBS elements. Hint: If you want to assign maintenance orders automatically to network actvities. All rights reserved.

All rights reserved. you can assign the revision to a project network or WBS element.Unit 2: Work Identification PLM322 The Maintenance Event Builder (MEB) provides an intuitive. A maintenance event can represent a heavy maintenance event or a line maintenance event. This assignment enables the automatic assignment of orders generated for this revision to the project structure using the PM/PS reference element (Assigning Maintenance Orders to Projects). and other maintenance planning information. you can generate required work orders for technicians. Controlling internal orders. Once you have set up the work package. and assign the work. the maintenance orders are sequenced based on the project plan (Maintenance Planning With the Maintenance Event Builder). There are numerous integration aspects between these objects regarding costs. MEB supports the planner by creating work packages that include outstanding maintenance requirements for upcoming maintenance events. generate Plant Maintenance or Customer Service orders from the task lists in the notifications. due dates. work orders. 30 © 2006 SAP AG. and maintenance orders to WBS elements. You can view outstanding work requirements. This way. scheduling and capacity planning. Figure 14: Cost Integration Using Assignment You can assign networks. easy-to-use way to manage the planning of maintenance revisions that represent individual work packages. For larger maintenance operations when a project is needed. This functionality of the MEB can also be used for shutdown/turnaround projects. The MEB can help you review maintenance notifications. MEB can also help you examine your resource situation. assign notifications to revisions. 2006/Q2 .

PLM322 Lesson: Working with Revisions You use operative indicators to define the characteristics of a WBS element. © 2006 SAP AG. WBS elements to which you want to post actual costs are flagged as account assignment elements. and to specify what tasks the WBS element will assume while the project is being executed: • • • 2006/Q2 WBS elements for which you want to plan costs are flagged as planning elements. WBS elements for which you want to plan or post revenues are flagged as billing elements. 31 . All rights reserved.

Unit 2: Work Identification 32 PLM322 © 2006 SAP AG. 2006/Q2 . All rights reserved.

1. Open your maintenance plan and enter today's date as the start date (tab Maintenance Plan Scheduling Parameters). Please be patient. Task: A number of maintenance orders are to be created by means of scheduling a maintenance plan.PLM322 Lesson: Working with Revisions Exercise 2: Working with Revisions Exercise Objectives After completing this exercise. 33 . Find your maintenance plan. Subsequently these orders have to be assigned to a revision as well as to the respective network activities of the project. 2. Create revision Z00000## to group PM orders in order to handle them easily and efficiently. Continued on next page 2006/Q2 © 2006 SAP AG. so groups will need to take turns.##*. All rights reserved. Then save and schedule the maintenance plan. The PM orders describing the detailed work involved in the turnaround project need to be linked to the project structure. Field Entry Plant 1000 Revision Z00000## Description Shutdown / Turnaround Power Boiler Gr. you will be able to: • Create a revision • Assign PM orders to a revision • Assign PM orders to network activities Business Example You can use revisions to efficiently handle PM orders involved in the turnaround project. Use Maintenance Plan Text as selection criteria and enter *Gr.## Revision start date Start date of project Revision start time 08:00:00 Revision end date End date of project Revision end time 19:00:00 Hint: Only one revision can be created at a time.

Show the result of the revision assignment in the order header of one of your orders.g. Hint: TC: ADPMPS is part of Aerospace & Defense. 34 © 2006 SAP AG. 000000000001 Adjust layout for PM orders and project. 5. PLM322 Assign the revision Z00000## to your PM orders via order list. 2006/Q2 .100## . see SAP note 939770. Use the following selection criteria: Field Entry Order Status Outstanding. To retrofit into a standard system. Use therefore Order Assignment to Project with Transaction Code: ADPMPS. In process Period Today´s date until today´s date in two year´s time Description Shutdown*Gr.## 4. if necessary Assign PM orders to network activities by drag&drop according to Short text.Unit 2: Work Identification 3. All rights reserved. Select project according to project definition K. Assign PM orders to network activities. Hint: You might have to choose a DB profile e. Select PM orders using Revision number Z00000##.

Then save and schedule the maintenance plan. Open maintenance plan and enter today's date as the start date into tab Maintenance Plan Scheduling Parameters. a) Choose Logistics → Plant Maintenance → Preventive Maintenance → Maintenance Planning → Maintenance Plans → List Editing → Change. Use Maintenance Plan Text as selection criteria and enter *Gr.##*. 1. Create revision Z00000## to group PM orders in order to handle them easily and efficiently. From list editing choose Maintenance Plan → Schedule.## Revision start date Start date of project Continued on next page 2006/Q2 © 2006 SAP AG. Subsequently these orders have to be assigned to a revision as well as to the respective network activities of the project.PLM322 Lesson: Working with Revisions Solution 2: Working with Revisions Task: A number of maintenance orders are to be created by means of scheduling a maintenance plan. 2. Save maintenance plan. This will start your maintenance plan an create a maintenance order for every maintenance item. All rights reserved. Field Entry Plant 1000 Revision Z00000## Description Shutdown / Turnaround Power Boiler Gr. Enter *Gr. Open your maintenance plan and enter today's date as the start date (tab Maintenance Plan Scheduling Parameters). Find your maintenance plan.##* into field MaintPlan Text and press execute. 35 .

Unit 2: Work Identification

PLM322

Field

Entry

Revision start time

08:00:00

Revision end date

End date of project

Revision end time

19:00:00

Hint: Only one revision can be created at a time, so groups will need
to take turns. Please be patient.
a)

Choose Logistics → Plant Maintenance → Maintenance Processing →
Environment → Revisions (OIOB).
Click the New Entries button on the toolbar, enter the data in the table
above, and save.

3.

Assign the revision Z00000## to your PM orders via order list. Use the
following selection criteria:
Field

Entry

Order Status

Outstanding, In process

Period

Today´s date until today´s date in
two year´s time

Description

Shutdown*Gr.##

a)

Choose Logistics → Plant Maintenance → Maintenance Processing
→ Order → Order List → Change (IW38) and enter the selection
criteria above.
Press Button Select all and assign orders to revision Z00000## using
Order –> Revision –> Assign Revision.

4.

Show the result of the revision assignment in the order header of one of
your orders.
a)

Choose Logistics → Plant Maintenance → Maintenance Processing →
Order → Change (IW32), enter the order number of one your orders
(selection criteria see above). and press Enter.
In subscreen Dates you can see the revision number as well as dates
changed, due to the revision assignment.

5.

Assign PM orders to network activities. Use therefore Order Assignment to
Project with Transaction Code: ADPMPS.
Select PM orders using Revision number Z00000##.
Continued on next page

36

© 2006 SAP AG. All rights reserved.

2006/Q2

PLM322

Lesson: Working with Revisions

Select project according to project definition K.100## .
Hint: You might have to choose a DB profile e.g. 000000000001
Adjust layout for PM orders and project, if necessary
Assign PM orders to network activities by drag&drop according to Short text.
Hint: TC: ADPMPS is part of Aerospace & Defense. To retrofit
into a standard system, see SAP note 939770.
a)

Assign PM orders to network activities. Use therefore Order
Assignment to Project with Transaction Code ADPMPS.
Select PM orders using Revision number Z00000##. You might have
to adjust the period (To Date to end date of project) and click button
Execute.
Select project according to project definition K.100## (delete order
number, if necessary) and click Execute.
Hint: You might have to choose a DB profile e.g.
000000000001
Adjust layout for PM orders and project, if necessary e.g. bring field
Description to the top. Choose therefore the buttons Select layout ...
→ Change Layout
Assign PM orders to network activities by drag&drop according to
description.
Select one of the PM orders so that the complete line is highlighted >>
drag the selected order to the relevant network activity.
When saving your settings, there might be a Pop-Up regarding the
assignment to WBS elements >> confirm pressing button Yes.
Hint: When selecting the order make sure the complete line
of the order is highlighted.
If there are any problems assigning the orders, you can display
the log choosing Log ... → Display Log.

2006/Q2

© 2006 SAP AG. All rights reserved.

37

Unit 2: Work Identification

PLM322

Lesson Summary
You should now be able to:

Display PM orders

Assign orders to revisions

Assign orders to projects

38

© 2006 SAP AG. All rights reserved.

2006/Q2

PLM322

Unit Summary

Unit Summary
You should now be able to:

Create a Project System turnaround project plan

Display PM orders

Assign orders to revisions

Assign orders to projects

2006/Q2

© 2006 SAP AG. All rights reserved.

39

Unit Summary 40 PLM322 © 2006 SAP AG. All rights reserved. 2006/Q2 .

................. materials.............. Unit Objectives After completing this unit.... and capacities using WBS and maintenance orders Perform a preliminary material availability check Name different methods for planning project costs and revenues Explain how to plan costs using Easy Cost Planning for a work breakdown structure Explain the concept behind network costing Perform rollup of planned costs Name the budgeting functions in Project System Create a project budget Analyze budgets in the Project Information System Unit Contents Lesson: Planning WBS and PM Orders ................. It also explains how to assign budgets to a project..... materials.......... 53 Lesson: Project Budget ......... 42 Exercise 3: Planning WBS and PM Orders ....... 67 2006/Q2 © 2006 SAP AG...... 41 ...... All rights reserved............ you will be able to: • • • • • • • • • Plan costs.................Unit 3 Planning and Budgeting Unit Overview This unit describes how to plan costs......... 59 Exercise 4: Project Budget .................... capacities for your Shutdown / Turnaround Project...............................

you will be able to: • • Plan costs. You can plan on the rough cut basis using work breakdown structures. materials. materials. All rights reserved. 2006/Q2 . as well as planning on a detailed level using PM orders.Unit 3: Planning and Budgeting PLM322 Lesson: Planning WBS and PM Orders Lesson Overview This lessons shows how to carry out the different planning steps required by using work breakdown structures and maintenance orders. Lesson Objectives After completing this lesson. Planning WBS Elements and Maintenance Orders Figure 15: Aspects of Planning 42 © 2006 SAP AG. and capacities using WBS and maintenance orders Perform a preliminary material availability check Business Example You need to plan costs. and capacities for your turnaround project. You will need to identify reports that can be used to track these quantities during the project.

and maintenance orders can be combined. various planning options using work breakdown structures. scheduling. It gives you a clear picture of the project and facilitates the coordination and implementation of the project from a management point of view. and project control. All rights reserved. It is the functional basis for further planning steps in a project. for process planning. assign and settle the costs that arise from tasks © 2006 SAP AG. and resources Monitor the execution of tasks Define rules for account assignment. capacity planning or costing. scope. settlement. The planning tasks to be performed can be summarized as follows: • • • • Dates must be set Resources have to be made available Plan material consumption Plan funds consumption Figure 16: Maintenance Options The work breakdown structure (WBS) shows the individual elements of a project in a hierarchical structure. dates. and budgets Enter. networks.PLM322 Lesson: Planning WBS and PM Orders During the planning phase. for example. Maintenance orders form an important part of the detailed planning of tasks and their accompanying documentation in Plant Maintenance. You can use an maintenance orders to: • • • • 2006/Q2 Plan tasks in detail with regard to type. cost planning. activities. 43 .

equipment. The material list (component list) contains spare parts. priority of tasks. Production resources/tools (PRTs) (for example. which are required and used when the maintenance order is executed. The data in the settlement rule provides information on who should bear the costs. tools. and so on. plan. 2006/Q2 . creator. the number. assemblies. The costs view tells you how much the estimated. scheduled dates for order execution. All rights reserved. trucks) are required to execute the maintenance order. last person who changed the order. serial numbers) and is implemented if the same activity must be performed at multiple objects of the same type. The object list contains the objects to be processed (functional locations. but are not used up. description and type of order. The order operation describes the tasks that should be performed for the maintenance order and who performs them with what guidelines. and actual costs are in the value categories for this order. It is valid for the entire maintenance order – for example. It is proposed from the master record for the reference object and can be changed when the first settlement rule is maintained for the order. protective clothing.Unit 3: Planning and Budgeting PLM322 Figure 17: Elements of a Maintenance Order The header data contains information that serves to identify and manage the maintenance order. 44 © 2006 SAP AG. There is a technical view and a Controlling view available.

You can determine work center capacities for the activities. Work centers also contain the scheduling and capacity data necessary for scheduling and capacity planning.PLM322 Lesson: Planning WBS and PM Orders Figure 18: Operations in Maintenance Orders You must enter work data for an activity so that the system can plan capacities for a project and calculate costs for activities. You need to specify the amount of work involved and the work center that is to perform the work. You can also distribute the work among employees (workforce planning). when you confirm activities. If necessary. 2006/Q2 © 2006 SAP AG. All rights reserved. Work centers contain data for costing activities. Work is the output to be provided by machines or personnel in order to complete an activity. 45 . A work center is the place where an activity is carried out or work output is produced. and enter actual dates and actual costs. Generally speaking. you can use the project planning board or the capacity planning tables to level capacities. you "consume" (reduce) capacity requirements.

All rights reserved. 2006/Q2 . The control key determines the type of external service assignment: • • • 46 PM01: The external assignment is processed using an internal order with an external work center.Unit 3: Planning and Budgeting PLM322 Figure 19: Processing an External Service External services can be processed in three different ways: • • • Individual purchase order for sporadic requirements External firm work center for regular requirements Service item with individual purchase order and service specifications and subsequent service entry The external assignment is triggered by the control key in the maintenance order or the work center of the operation. PM03: The external assignment is processed using an external operation with service specifications and subsequent service entry. © 2006 SAP AG. PM02: The external assignment is processed using a purchase requisition and a standard individual normal purchase order.

In Customizing. unplanned goods issues with reference to the order number. 2006/Q2 © 2006 SAP AG. 47 . A material provision list and material withdrawal slips can be printed together with the order papers. The materials can be bill of material components for the reference object or freely assigned materials. An automatic availability check is performed when the order is released. The goods issues entered appear in the document flow of the order. You can set the reservation time in your system using the Customizing function.PLM322 Lesson: Planning WBS and PM Orders Figure 20: Planning of Stock Material: Process Flow You can plan materials. it is decided for each order type whether the system should make the material reservation effective or generate the purchase requisition immediately or only when the order is released. The order can also be released if there is no availability. The materials that you plan for the maintenance order will be reserved in the warehouse. for each operation in the maintenance order. All rights reserved. if they are kept in stock. Planned goods issues are entered with reference to the reservation (reservation number). which are required to execute the task. An availability check can be called up when components are assigned in the order.

All rights reserved. 2006/Q2 . the maintenance order is debited with the purchase order value. 48 © 2006 SAP AG. When the invoice is received. The account assignment of the purchase order to the order instigates the posting to the order. The purchase order items are assigned to the maintenance order. or debited from the maintenance order. the purchase requisitions are generated either when the order is saved or released. Goods receipts are entered with reference to the purchase order after the order has been put in process. When goods receipts are entered. any invoice differences are automatically credited to. additional purchase information can be entered. Depending on the order type.Unit 3: Planning and Budgeting PLM322 Figure 21: Planning of Non-Stock Material: Process Flow When components are assigned in the order. The goods receipts entered appear in the order's document flow. purchase orders are generated from purchase requisitions. In purchasing.

All rights reserved.PLM322 Lesson: Planning WBS and PM Orders Figure 22: Select Maintenance Orders You use the selection function for maintenance orders if you want to: • • • • Change or display a particular maintenance order. 2006/Q2 © 2006 SAP AG. print. release. 49 . you can process it using the following functions: • • • • • • • • • • Resort the list Search for particular character sequences in the list Change field selection on the list Scroll and set scrolling columns Display graphic for frequency statistics Display schedule overview Mark list and list entries Perform order functions on the list Perform download for the list's order data Process list further with table calculations The SAP List Viewer (similar to the notification list) is used to display the hit list selection. whose number you do not know Change or display several maintenance orders that have certain features Obtain an overview of specific maintenance orders that have certain features Execute the same function for certain maintenance orders. for example. or complete them If you have created a list that contains all the maintenance orders or order operations.

When you release a maintenance order. in accordance with the system settings and entries in the material master records. you may or may not be able to release the maintenance order. The system performs an availability check for all the materials that have been assigned to the maintenance order in its operations. you can display an error log that contains detail data about the result of the check. depending on your system settings. 50 © 2006 SAP AG.Unit 3: Planning and Budgeting PLM322 Figure 23: Availability Check for Stock Material When you schedule stock materials to execute order operations. If there is a lack of availability. The system informs you of the result in an online message. 2006/Q2 . the system can check in a single step whether all the materials in the maintenance order are available in sufficient quantities. All rights reserved. the system performs an availability check for planned materials. If this check reveals that certain planned materials are not available in sufficient quantities. You use the availability check function for this. depending on your Customizing settings.

All rights reserved. For items kept in stock.PLM322 Lesson: Planning WBS and PM Orders Figure 24: Material Availability List You can display information about the availability of materials. The availability list can be started within an order and from the list editing function for orders. the hit list can be displayed at different summation levels (order level. Note: The data in the list is not simulation data used to determine the most favorable start date. orders with operations and material items). 51 . You can also see why it may not be possible to meet the deadline for a planned goods receipt. 2006/Q2 © 2006 SAP AG. The list displays valid material availability for the order that the system has determined based on valid data You can also flag individual order components as not relevant for planning. which have been planned for an order. If you call up the availability list from list editing. in the material availability list. For non-stock items. This means that no reservation or purchase requisition is generated from such a component. the quantity determined and confirmed by the material availability check is compared with the quantity required. orders with operations. the list enables you to see whether the date for the planned goods receipt (from a purchase requisition or purchase order) is sufficient to meet the earliest or latest start date for the operation.

Unit 3: Planning and Budgeting PLM322 52 2006/Q2 © 2006 SAP AG. . All rights reserved.

2. Assign the order to Network activity 20 of the project. Enter the following information on the Central Header screen: Description: Replace Casing Revision: Z00000## You will get the message “Revision dates copied for start/end dates” 3. Generate a relationship with type FS (Finish to Start) between the operation of the newly created PM work order and the last operation of the PM order already assigned to network activity 20. Continued on next page 2006/Q2 © 2006 SAP AG. Task: Create a new work order for the shutdown of the boiler and assign it to the project as a sub-activity. 8. and capacities using maintenance orders • Perform a preliminary material availability check Business Example During the planning phase of your shutdown project. 1. Perform preliminary material availability check for all orders of Revision number Z00000##. 4. 6. Create a new work order for the shutdown of the boiler and assign it to a network activity of the project. Replace the performing work center of the operation with PF-## and assign 10 hrs of work. 5. Create a new work order for equipment PB1-## using order type PM03 and priority High.PLM322 Lesson: Planning WBS and PM Orders Exercise 3: Planning WBS and PM Orders Exercise Objectives After completing this exercise. you will be able to: • Plan costs. Perform a preliminary material availability check. materials. Assign 1 PC of material 100-100 from material BOM and explain the manual material availability check. The casing of Power Boiler 1 needs to be replaced. additional work needs to be planned. The work will be carried out internally by work center PF-##. 53 . Display both PM orders assigned to network activity 20 of the project on the project planning board. Create the relationships via the operation detail. 7. All rights reserved.

54 PLM322 Go to the order which was assigned to network activity 20 at first and generate the missing relationships.Unit 3: Planning and Budgeting 9. Display the new network structure. All rights reserved. 2006/Q2 . © 2006 SAP AG.

3. The casing of Power Boiler 1 needs to be replaced. replace the performing work center. double click on the operation number. In the operation detail Components tab page: List button (=structure list) Bill of material: The system proposes the bill of material of material P-2000. a) Choose SAP Menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change . Operations tab page. Choose Logistics → Plant Maintenance → Maintenance Processing → Orders → Create (general). if necessary. Perform manual material availability clicking on the order header on button Material availability. All rights reserved. 55 . The work will be carried out internally by work center PF-##. On the Operations tab page. Replace the performing work center of the operation with PF-## and assign 10 hrs of work. 1.PLM322 Lesson: Planning WBS and PM Orders Solution 3: Planning WBS and PM Orders Task: Create a new work order for the shutdown of the boiler and assign it to the project as a sub-activity. a) 2. Create a new work order for equipment PB1-## using order type PM03 and priority High. Assign 1 PC of material 100-100 from material BOM and explain the manual material availability check. Enter the following information on the Central Header screen: Description: Replace Casing Revision: Z00000## You will get the message “Revision dates copied for start/end dates” a) Logistics → Plant Maintenance → Maintenance Processing → Orders → Change Enter data according to the description. overall. a) 4. Continued on next page 2006/Q2 © 2006 SAP AG.

2006/Q2 . choose tab Addit. Display both PM orders assigned to network activity 20 of the project on the project planning board. 7. Set the statuses Outstanding and In Process. choose SAP Menu → Logistics → Project System → Project → Project Planning Board → Change Project and then choose Shutdown/Turnaround . Data and enter network activity 20 of your network (fields Number of superior network and Activity number replaced by sub-network and save your settings. To show the network activities on the planning board. Perform preliminary material availability check for all orders of Revision number Z00000##. PLM322 Go back to order header. There are no missing parts for orders with a green traffic light symbol.100## in the project planning board. when you right-click on Maintenance orders. Hint: Before the Availability list function can be used. 8. both stock and non-stock materials are available. To do so.## K. Generate a relationship with type FS (Finish to Start) between the operation of the newly created PM work order and the last operation of the PM order already assigned to network activity 20. Delete the To-Date for the period and then press Execute. Continued on next page 56 © 2006 SAP AG. at least one availability check must have been executed for the order. Enter your revision number Z00000##.100## in the worklist (under Last Projects Processed). Select Network activity 20 Power Boiler Shutdown: Repair Boiler 1. a) 6. a) Open project K. Select all orders and GoTo → List of Available Material.Power Boiler Gr. the assigned maintenance orders are displayed in the lower screen area. All rights reserved. Assign the order to Network activity 20 of the project. a) Order selection: Choose SAP Menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Order List → Change. chooseSelect All and then choose Edit → Show/Hide → Show activity. that is.Unit 3: Planning and Budgeting 5.

Enter the order number. Display the new network structure. using revision number Z00000## and descriptionShutdown: Repair Boiler 1 Gr. 57 . All rights reserved. Go to the order which was assigned to network activity 20 at first and generate the missing relationships. a) Choose SAP Menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change.g. a) Choose SAP Menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change. press Enter and choose Order → Functions → Dates → Generate relationships Display the new network structure using Goto → Graphic → Network structure 2006/Q2 © 2006 SAP AG.## 9. Go to the operations list and double-click on operation 0010.PLM322 Lesson: Planning WBS and PM Orders Create the relationships via the operation detail. Enter the order number of your newly created order and press Enter. Choose tab Relationships and enter the order number and operation number 70 Hint: You can select the order number e.

Unit 3: Planning and Budgeting PLM322 Lesson Summary You should now be able to: • Plan costs. All rights reserved. and capacities using WBS and maintenance orders • Perform a preliminary material availability check 58 © 2006 SAP AG. 2006/Q2 . materials.

2006/Q2 © 2006 SAP AG. you roll up the total costs of the turnaround project. Lesson Objectives After completing this lesson. 59 . All rights reserved. you will learn about different ways to plan costs for projects. The budget is the device by which management approves the expected development of order costs over a given time frame. You now want to prescribe the funds available for your project in the form of a budget.PLM322 Lesson: Project Budget Lesson: Project Budget Lesson Overview In this lesson. you will be able to: • • • • • • • Name different methods for planning project costs and revenues Explain how to plan costs using Easy Cost Planning for a work breakdown structure Explain the concept behind network costing Perform rollup of planned costs Name the budgeting functions in Project System Create a project budget Analyze budgets in the Project Information System Business Example Having estimated the costs as accurately as possible during the planning phase. in particular. how to assign budgets to a project (also on the basis of planned costs).

variable items. Easy Cost Planning: Easy Cost Planning is a user-friendly method for carrying out cost-element-based cost planning by means of a quantity structure. you use a scheme for entering quantities (materials. This type of planning is based on cost elements. 2006/Q2 . and so on). external activities. All rights reserved. Detailed planning of primary costs and activity inputs: This type of planning is based on cost elements and periods.Unit 3: Planning and Budgeting PLM322 Cost Planning Figure 25: Cost Planning in Projects You can plan costs for a project in Project System (PS) using two different methods: • • Manual cost planning in the work breakdown structure Cost planning using activities (network costing) Manual planning in the WBS involves: • • • • 60 Overall planning: This is the most basic form of cost planning whereby the costs for each WBS element are entered. © 2006 SAP AG. You can then use Execution Services to enter commitment and actual data relating to the planned costs. You can break down your figures by fiscal year if you wish. Unit costing: For each WBS element. internal activities.

PLM322 Lesson: Project Budget In addition to manual planning in the WBS. Cost planning by means of Easy Cost Planning is cost-element-based. the costing items appear under the relevant WBS elements in the structure. for example. you can also use planning forms. When you do this. or actions in the costing items. You can also use Easy Cost Planning to create plan data for 2006/Q2 © 2006 SAP AG. if parts of the project are moved. Once you have transferred the values. planning by means of network activities is cost element and period based. All rights reserved. Easy Cost Planning can be used as a simple preliminary costing for projects. for example). values. The benefit of this planning method is that it can be copied to a new project and. by a quantity structure of networks/activities. This assignment can then be used to display the planned costs of the orders for the project. You can access Easy Cost Planning for projects from the Project Builder. You can also assign activities to WBS elements and plan costs using these activities. 61 . The pre-planned costs are then replaced. for example) are valuated (with 100. for example) to WBS elements that are flagged as account assignment elements. Choose a WBS element from the structure and then create costing items for this WBS element. you can assign different types of orders (internal orders or maintenance orders. The characteristic values from the planning form are linked to quantities. Easy Cost Planning Figure 26: Easy Cost Planning Easy Cost Planning is a user-friendly tool that enables you to plan costs for WBS elements. To enter costing items. In addition. The cost planning periods are determined from the basic start date of the WBS element. characteristics (work in hours. cost planning is moved automatically along with the activities.

In this case. In Customizing.Unit 3: Planning and Budgeting PLM322 the project execution phase. you define the plan version in which values planned by Easy Cost Planning are stored. the system automatically determines the corresponding planned costs as part of network costing. you can then use Execution Services to enter commitment and actual costs for the planned costs. 2006/Q2 . All rights reserved. Network Costing When you plan dates and resources in network activities. 62 © 2006 SAP AG. Figure 27: Network Costing Planned costs are determined for the following objects: • • • • Activity inputs for internally processed activities (internal activity) Primary costs for externally processed activities and service activities (external service) Primary costs for general costs activities Primary costs for material components Activity elements are costed as if they were activities.

PLM322 Lesson: Project Budget Cost Planning and Budgeting The budget is the approved cost framework for a project. Whereas you must estimate your project costs as accurately as possible during project cost planning. It differs from the cost plan in that it is binding. All rights reserved. for example). The project manager then distributes the budget to the individual WBS elements at subordinate levels according to the top-down principle. 63 . Figure 28: Cost Planning and Budgeting Cost planning is normally carried out before project budgeting and forms the basis for proposing and approving the budget. Since PS supports detailed planning of project costs. it is in the approval phase that funds are actually allocated in the form of a budget. Once the planning phase is complete. some or all of the values defined in planning will most likely be adopted as the budget. the project is approved and budgeted (assigned an original budget) by a decision-making committee (management. 2006/Q2 © 2006 SAP AG.

You can use the Maintain Original Budget transaction to allocate funds for a project or part of a project. you can specify whether funds should be assigned as overall values or distributed by year. Use the Cumulative/Remaining views to check the distribution of the budget over fiscal years. the budget of a WBS element must be greater than or equal to the budgets of the lower-level WBS elements assigned directly to it. and can be transferred to budgeting in this view. you can only change it by defining supplements. returns. Different budgeting views are available for displaying different values and checking the consistency of a budget: • • • You can use the Distributed/Distributable views to check the distribution of the budget throughout the project structure. If you lock (freeze) the original budget in this way.Unit 3: Planning and Budgeting PLM322 Budgeting Functions: Overview Figure 29: Budgeting Overview The above figure shows the different budget management functions available in Project System. that is. The planned total is derived from cost planning. The budgets within the project must be distributed consistently. The total budget of each WBS element must be greater than or equal to the total of the annual values. All rights reserved. and transfers 64 © 2006 SAP AG. You can prevent users from maintaining the overall budget for a project by assigning appropriate user statuses. 2006/Q2 . In the budget profile.

availability control is run for each subsequent posting in the project. although Project System also provides an active availability control. 65 . In Customizing for the tolerance limits. Once activated. During the availability control. various centers use the available funds. Figure 30: Assigned Funds and Availability Control 2006/Q2 © 2006 SAP AG. All rights reserved. If certain tolerance thresholds are breached (shortfall in budget or budget exceeded). You can use the budget release function to make funds available at various points within a fiscal year. for example). Commitments are created and actual costs are incurred. Assigned Funds and Availability Control When a project is being executed. You can use the budget carryforward function to transfer any funds not used up in the previous fiscal year to the budget of the new fiscal year.PLM322 Lesson: Project Budget (referred to collectively as budget updates). both these forms of fund commitments result in what are referred to as assigned funds. this can trigger various system reactions (a warning or an error message. the corresponding assigned funds are calculated and checked against the budget. The funds overview can be regarded as a passive availability control. you can specify which reaction should be triggered and when. Together with the costs of apportioned orders.

The assigned funds are checked against the budgets of the controlling elements. The corresponding assigned funds are determined. © 2006 SAP AG. 2006/Q2 . The assigned funds can be found in the budget-bearing WBS element itself and in the lower-level assignable WBS elements (account assignment elements). All rights reserved.Unit 3: Planning and Budgeting PLM322 During availability control: • • • 66 The budget-bearing WBS elements (called controlling elements) are determined.

3.100## in the information system of Project System. distribute the original budget for the WBS elements in project K. From the report.100##. In the Project System menu. 2. 67 . use 110 % of the planned costs for the budget (function: Copy View). You now want to prescribe the funds available for your project in the form of a budget. assign a budget to the project.PLM322 Lesson: Project Budget Exercise 4: Project Budget Exercise Objectives After completing this exercise. Task: Display the rolled up costs for your project.Plan/Assigned. the costs are rolled up to the total costs of the turnaround project. Define a document text (Original Budget Gr. and analyze the situation in the Project Information System. in the Project Information System to analyze the updated costs for your project K. Analyze the original budget for project K. use the budget-based report Budget/Actual/Commitment/Rem. you will be able to: • Perform rollup of planned costs • Distribute the original budget to WBS elements • Analyze budgets in the Project Information System Business Example Having estimated the costs as accurately as possible during the planning phase. Then return to the SAP menu. To do so. All rights reserved.##) and save the budget. When you do this. 1. Then exit the report. Use the hierarchy report Plan/Actual/Commitment/Rem.100##. Expand the data according to value categories and period/year.Plan/Assigned. 2006/Q2 © 2006 SAP AG. Adjust the layout of the line item report in such a way that the document number. and text of the report are also displayed. call up the screen displaying the line items for the project budget values. document date. which is based on the planned costs.

To exit the report. To carry out an analysis according to value categories.Plan/Assigned. choose Value Category on the left in the navigation panel. To expand the display according to periods. Use the hierarchy report Plan/Actual/Commitment/Rem. Enter project K. All rights reserved. The planned costs are displayed sorted according to the individual WBS elements. choose Period/Year in the navigation panel. and analyze the situation in the Project Information System. 2006/Q2 . which is based on the planned costs. To analyze the individual activities. choose Back and confirm the dialog box with Yes.100##. Expand the data according to value categories and period/year.100## in the selection screen and choose Execute . expand the structure in the report. in the Project Information System to analyze the updated costs for your project K. assign a budget to the project. Continued on next page 68 © 2006 SAP AG.Plan/Assigned. Then exit the report.Unit 3: Planning and Budgeting PLM322 Solution 4: Project Budget Task: Display the rolled up costs for your project. 1. a) To start the hierarchy report. choose Project System → Information System → Financials → Costs → Plan-Based → Hierarchical → Plan/Actual/Commitment/Rem.

The columns on the right show different views (distributed budget or planned costs). Then choose Edit → Copy View. Continued on next page 2006/Q2 © 2006 SAP AG. Define a document text (Original Budget Gr. use 110 % of the planned costs for the budget (function: Copy View). Hint: In the table area. If necessary. Enter project K. You can define the fiscal year for the budget distribution in the Period field above the table area. call up the overview of the next fiscal year and copy the values in the Planned Values view to the Budget column in the same way. distribute the original budget for the WBS elements in project K. select all WBS elements by choosing Select All . you can maintain budget values for the individual WBS elements in the entry column on the left. In the Project System menu. Choose the current fiscal year in the Period field. To copy the planned costs of all WBS elements as the original budget.100##. 69 . When you do this. All rights reserved. choose SAP Menu → Accounting → Project System → Financials → Budgeting → Original Budget → Change. use the budget-based report Budget/Actual/Commitment/Rem. To do so.PLM322 Lesson: Project Budget 2.100## in the information system of Project System. 3. a) To distribute the original budget in the Project System. Analyze the original budget for project K.Plan/Assigned.100## in the Project Definition field and choose Original Budget. change in the dialog box the proposed percentage to 110 % and choose Enter .##) and save the budget. The corresponding values are displayed in the Budget column. Then select the Planned Total column by clicking the column header once.

commitment costs. and text of the report are also displayed.. To return to the SAP menu.Plan/Assigned.. The system displays the additional columns. and confirm the dialog boxes with Yes. document date. select the column with the budget values by clicking the column header Budget Overall once. Adjust the layout of the line item display by choosing Change Layout. To copy the Document Date and Text fields to the list of columns.100## in the Project field and choose Execute to start the report. 70 © 2006 SAP AG. Then return to the SAP menu.Unit 3: Planning and Budgeting PLM322 From the report. 2006/Q2 . Then choose Enter to confirm your selection. and other assigned values have not been generated for your project. Adjust the layout of the line item report in such a way that the document number. b) To branch to the line item report. Actual costs. choose Project System → Information System → Financials → Costs → Budget-Related → Budget/Actual/Commitment/Rem. call up the screen displaying the line items for the project budget values. select the Document Number row and copy it to the list of columns by choosing Show Selected Fields . All rights reserved. proceed in the same way.. and then choose Goto → Line Items. choose Back twice. The system displays the original budget for the various WBS elements at level 1 and 2 in your project. Under Column Set in the dialog box. a) To execute the report. Enter project K.

PLM322 Lesson: Project Budget Lesson Summary You should now be able to: • Name different methods for planning project costs and revenues • Explain how to plan costs using Easy Cost Planning for a work breakdown structure • Explain the concept behind network costing • Perform rollup of planned costs • Name the budgeting functions in Project System • Create a project budget • Analyze budgets in the Project Information System 2006/Q2 © 2006 SAP AG. All rights reserved. 71 .

materials. and capacities using WBS and maintenance orders • Perform a preliminary material availability check • Name different methods for planning project costs and revenues • Explain how to plan costs using Easy Cost Planning for a work breakdown structure • Explain the concept behind network costing • Perform rollup of planned costs • Name the budgeting functions in Project System • Create a project budget • Analyze budgets in the Project Information System 72 © 2006 SAP AG.Unit Summary PLM322 Unit Summary You should now be able to: • Plan costs. 2006/Q2 . All rights reserved.

........Unit 4 Scheduling and Capacity Planning Unit Overview This unit describes how to maintain work center capacities and work center hierarchies.......................................... it explains how to evaluate and level capacities.............. networks and Maintenance Orders within your Shutdown / Turnaround Project.... Furthermore...........107 Exercise 7: Evaluating and Leveling Capacities ... Unit Objectives After completing this unit... Network and Orders . 74 Exercise 5: Work Center Capacity ................... 73 ............................ 85 Lesson: Scheduling a Project............131 2006/Q2 © 2006 SAP AG... Finally. Network and Orders ............. All rights reserved................. you will be able to: • • • • • • • • • • • • Describe maintenance work centers and their function Maintain work center capacity Display work center hierarchies Schedule the entire project Perform overall network scheduling Establish links between orders Schedule orders from the project planning board Evaluate floats of activities and operations Evaluate capacities by work center Evaluate capacities by project Level capacities using the graphical planning board and the tabular planning board Maintain relevant customizing settings regarding capacity planning Unit Contents Lesson: Work Center Capacity... 88 Exercise 6: Scheduling a Project.... it explains how to schedule WBS elements.... 99 Lesson: Evaluating and Leveling Capacities ......

you will be able to: • • • Describe maintenance work centers and their function Maintain work center capacity Display work center hierarchies Business Example The available capacities for your turnaround project need to be maintained in the system. evaluating. and leveling capacities – you need to maintain the work center capacity. 74 © 2006 SAP AG. The capacities will be used for capacity evaluation as well as for capacity leveling. Work Center Capacity Before you can schedule the project.Unit 4: Scheduling and Capacity Planning PLM322 Lesson: Work Center Capacity Lesson Overview This lesson explains how to maintain work center capacities. the network. 2006/Q2 . We will also discuss how to work with work center hierarchies and use them in a shutdown/turnaround project. and orders – as well as checking. You therefore want to use work centers. All rights reserved. Lesson Objectives After completing this lesson.

Work is the output to be provided by personnel (or machines) in order to complete an activity. You can determine how much of the work center capacity is used for the activities (in the project planning board. you can use the project planning board or graphical/tabular capacity planning table to level capacities. for example).PLM322 Lesson: Work Center Capacity Figure 31: Internal Processing Internally processed activities are used as a basis for planning work carried out within the company. 2006/Q2 © 2006 SAP AG. When you confirm activities during the project execution phase. you consume capacity requirements and enter actual dates and costs. You must enter work data for an activity so that the system can plan capacities for a project and calculate costs for activities. A work center is the place where an activity is carried out or work output is produced. All rights reserved. 75 . You can also distribute the work among employees. Work centers also contain the scheduling and capacity data required for scheduling and capacity planning. You need to specify the amount of work involved and the work center that is to perform the work. Work centers contain data for costing activities. If necessary.

2006/Q2 . for example: • • • • Machine Group of machines Person Group of people In Plant Maintenance.Unit 4: Scheduling and Capacity Planning PLM322 Figure 32: Maintenance Work Centers A work center is an organizational unit where work can be carried out. All rights reserved. 76 © 2006 SAP AG. a work centers is used as: • • • • • • Responsible work center in the master record of the equipment and functional location Responsible work center in a maintenance item Responsible work center in the header of a task list Executing work center in the operations of a task list Responsible employee in the order header Executing work center in the operations of an order Work centers belong to the master data and provide the capacity required to perform a task.

the start and end dates for the operations are calculated from this data using formulas. The standard values and quantities in the operations are used as the basis for this calculation. The goal of costing is to assign to the various cost objects the costs that were incurred by them. the time required for the operations must be calculated and compared with the time available in the work center. 77 . Scheduling: You can use scheduling to determine the dates when operations should be performed. the link to the cost center provides activity types for valuating the operation. If the work center is used in an operation. During scheduling. which have been entered for scheduling in the work centers.PLM322 Lesson: Work Center Capacity Figure 33: Work Center: Functions The work center has several functions. For this. you can use work center hierarchies to aggregate (at higher-level work centers) the available capacity and capacity requirements of lower-level work centers. 2006/Q2 © 2006 SAP AG. All rights reserved. During capacity planning. Capacity planning: The capacity requirements for the operations in the orders are determined and compared with the available capacity defined in the work center. Costing: You can use costing to determine the costs of an internal activity by a product unit.

Work center links provide the connection between work centers and other objects within the SAP system. 2006/Q2 . You can link a work center to objects: • • • • With a cost center With qualifications With positions With people The links are valid for certain periods of time.Unit 4: Scheduling and Capacity Planning PLM322 Figure 34: Work Center Data The basic data contains general data such as work center category. and usage. All rights reserved. responsibility. 78 © 2006 SAP AG. description.

The capacity available in each capacity category can have a different unit of measure. © 2006 SAP AG. To calculate capacity requirements.PLM322 Lesson: Work Center Capacity Figure 35: Capacity Assignments Consider the following issues when maintaining capacities at work centers: • • • • • • • • • 2006/Q2 You can assign as many capacities as you like to a work center. A capacity category can only be allocated once per work center. To simplify maintaining capacities. formulas must be allocated in the capacity overview. Capacity categories serve to identify capacities of the same kind. A pooled capacity must be maintained separately before it is allocated to a work center. If a capacity is allocated to several work centers. You can maintain a separate available capacity for each capacity category. you can set up a default capacity in Customizing. it is a pooled capacity. 79 . All rights reserved.

into individual machines for which available capacities can also be maintained. and positions if mySAP ERP Human Capital Management has been implemented. qualifications. You can only maintain links to persons. Assigning a qualification to a capacity guarantees that a person with the appropriate qualifications will be selected to work at this capacity. This assignment allows you to divide up the capacities. for example. the qualification is determined by the requirements profile. Assigning individual capacities to a capacity allows you to carry out more detailed planning within capacity planning. Linking persons with the capacity allows you to specify individual employees who are selected to work at this capacity.Unit 4: Scheduling and Capacity Planning PLM322 Figure 36: Qualifications: Objectives You can assign positions. The assigned persons must already exist in the human resources system. qualifications. These assignments can also be made to the work center header. The possible assignments depend on the capacity category. 2006/Q2 . You specify which qualifications are required for someone to work at the capacity. persons. If the capacity is assigned to a requirements profile. All rights reserved. and individual capacities to a capacity. 80 © 2006 SAP AG.

a factory calendar must be maintained that clearly defines the work days. To calculate the available capacity. 81 . 2006/Q2 © 2006 SAP AG. All rights reserved.PLM322 Lesson: Work Center Capacity Figure 37: Maintaining and Assigning a Factory Calendar Capacities at work centers only have available capacity on work days. Factory calendars are maintained in Customizing and can be assigned to a plant or to any particular capacity if it is different from that of the plant.

All rights reserved. 2006/Q2 .Unit 4: Scheduling and Capacity Planning PLM322 Figure 38: Working Time Data in the Resource The basic work time (start of work until end of work) at a work center is reduced by break times and organizational disruptions. Technical and organizational disruptions are reflected in the efficiency rate. 82 © 2006 SAP AG. The work time minus the break times is stored in the work center as the operating time per shift.

Shift sequences and shift definitions can be used to maintain available capacity in detail for every capacity category. but only by using intervals of available capacity. In a shift sequence you can define work start. work finish. 83 .PLM322 Lesson: Work Center Capacity Figure 39: Available Capacity in the Work Center An interval of available capacity has a temporal validity. Breaks are represented using work break schedules and are used in shift definitions. Theshift grouping argument is used to distinguish between table entries for the applications PP and HR. You can automatically change available capacities that have shift definitions by changing the shift definition. You can maintain intervals of available capacity using shift sequences. shift definitions... By adding an interval for a particular period (date from/to). The tables used for the management of shift sequences. and work break schedules are also used in HR. 2006/Q2 © 2006 SAP AG. The groupings 51 . If this second interval is deleted again. In shift sequences the specific sequence of shift definitions is maintained for all work centers. You can interrupt the validity of the available capacity (standard available capacity) by using an interval of available capacity with a limited validity period. All rights reserved.. the following interval is brought forward to the date of the interval that was deleted. Shift sequences and shift definitions can be created and selected for specific parts of Customizing using the Grouping key. 99 have been defined for PP. the standard available capacity for this period is overwritten by a second interval. and break times for all work centers. You can maintain the available capacity in various ways.

84 © 2006 SAP AG. Work center hierarchies serve to cumulate available capacities and capacity requirements in capacity planning. 2006/Q2 .Unit 4: Scheduling and Capacity Planning PLM322 Figure 40: Work Center Hierarchy You can place work centers in work center hierarchies. All rights reserved. In the figure above. technicians are assigned to a hierarchy called Engineering and to a hierarchy called Maintenance. You can have as many work center hierarchies as you wish. A work center can be assigned to several hierarchies.

The information used to determine the availability of capacity is maintained in the work center master record.PLM322 Lesson: Work Center Capacity Exercise 5: Work Center Capacity Exercise Objectives After completing this exercise. you can create work center hierarchies. 2. You want to look at the capacity situation of groups of maintenance work centers instead of the capacity situation of individual maintenance work centers. Task: Display a work center and a work center hierarchy focussing on the capacity-related information. 85 . you will be able to: • Describe maintenance work centers and their function • Maintain work center capacity • Display work center hierarchies Business Example The available capacities for your turnaround project need to be maintained in the system. To achieve this. in plant 1000. 3. PF-##. You therefore want to use work centers. 2006/Q2 © 2006 SAP AG. 1. Display the already created work center hierarchy PB-##. Display the capacity header screen. All rights reserved. Display capacity data of your maintenance work center.

duration of breaks. a) Choose the Capacity header data button at the bottom of the screen (you may have to scroll down). a) Choose Logistics → Plant Maintenance → Maintenance Processing → Environment → Work Centers → Work Center → Display. c) Choose Capacities. Display the already created work center hierarchy PB-##. in plant 1000. Display capacity data of your maintenance work center. PF-##. including working time. you can create work center hierarchies.Unit 4: Scheduling and Capacity Planning PLM322 Solution 5: Work Center Capacity Task: Display a work center and a work center hierarchy focussing on the capacity-related information. This is where you can maintain your work center’s capacity. To achieve this. and version. 2. b) Enter work center PF-## and plant 1000. You want to look at the capacity situation of groups of maintenance work centers instead of the capacity situation of individual maintenance work centers. The information used to determine the availability of capacity is maintained in the work center master record. 86 a) Choose Logistics → Plant Maintenance → Maintenance Processing → Environment → Work Centers → Work Center hierarchy → Display. All rights reserved. b) Enter plant 1000 and work center hierarchy PB-##. © 2006 SAP AG. capacity utilization. 1. 2006/Q2 . 3. You can display intervals and shifts by choosing the Intervals and Shifts button. Display the capacity header screen. c) Choose the Graphic button.

PLM322 Lesson: Work Center Capacity Lesson Summary You should now be able to: • Describe maintenance work centers and their function • Maintain work center capacity • Display work center hierarchies 2006/Q2 © 2006 SAP AG. All rights reserved. 87 .

float times. The duration of phases within a project. 2006/Q2 . influences the schedule.Unit 4: Scheduling and Capacity Planning PLM322 Lesson: Scheduling a Project. Network and Orders Lesson Overview This lesson explains how to schedule WBS elements. as well as those of maintenance operations. You want to investigate the various possibilities for checking and changing dates of all stages of a project. 88 © 2006 SAP AG. All rights reserved. networks. you will be able to: • • • • • Schedule the entire project Perform overall network scheduling Establish links between orders Schedule orders from the project planning board Evaluate floats of activities and operations Business Example You need to schedule your project as well as the assigned PM orders to plan and alter dates. and maintenance orders within your shutdown/turnaround project. Lesson Objectives After completing this lesson. The project planning board is particularly useful for planning and evaluating dates. and critical paths.

You can adjust these dates in the project hierarchy using either top-down or bottom-up planning. The following types of dates are available in the system. network. Network and Orders Date Planning Figure 41: Dates Involved in a Project You need to define different dates at every level of the project (project definition. All rights reserved. In the realization phase of the project. actual dates are set by entering actual dates for WBS elements. Scheduled dates (or earliest and latest dates for activities) are determined automatically when network activities are scheduled. © 2006 SAP AG. Forecast dates are a means of storing a specific scheduling scenario for information purposes. and activity elements). 89 .PLM322 Lesson: Scheduling a Project. activities. or by confirming activities. Scheduled dates are determined for WBS elements by summarizing the scheduling data of the corresponding activities. and are often binding for lower-level objects. Activities can be fixed by means of time constraints. and occur at all levels: • • • • • • 2006/Q2 Basic dates are defined manually.

and shows not only the hierarchical structure of your project but also the corresponding situation with regard to dates. milestones.Unit 4: Scheduling and Capacity Planning PLM322 Figure 42: Project Planning Board: Objects The project planning board is a tool in Project System (PS) that enables you to process the entire project structure (WBS elements. activities. material components. You can use the project planning board to create and edit the project definition. WBS elements. and the different objects assigned to them in an integrated environment). All rights reserved. You can configure the project planning board in such a way that it only displays what you need. as well as determining and planning costs using activities. 90 © 2006 SAP AG. The project planning board is based on an interactive SAP Gantt chart. relationships. activities. The project planning board is particularly useful for planning dates and resources (work or external processing). The Gantt chart comprises a table and diagram area. documents. 2006/Q2 . and PS texts.

All rights reserved. 2006/Q2 © 2006 SAP AG. while red bars indicate that the available capacity has been exceeded. where you can then work interactively. From the project planning board (and the Project Builder). Cost/revenue overview: The system displays the development of the costs/revenues for the WBS elements or activities selected.PLM322 Lesson: Scheduling a Project. 91 . Network and Orders Figure 43: Project Planning Board: Integration In addition to the scheduling overview. you can call up the hierarchy graphic for WBS elements or the network graphic for activities. the system displays the maintenance orders that have been assigned to an activity. Green bars indicate that capacity is still available. Materials overview: The system displays the components (and the corresponding requirements dates) assigned to the activities selected. you can display the following project overviews: • • • • Capacity overview: The system displays the work centers along with their capacity load utilization for the activities selected. Maintenance orders: In a further sub-screen.

The parameters for WBS scheduling are stored in the project profile and contain the following control parameters: • • • • • • 92 The scheduling type Whether the dates are automatically recalculated when you save Whether the error log is displayed automatically when errors are discovered in scheduling The number of days in the past the start date can be Whether basic dates are to be adjusted if the network dates are shifted The maximum reduction level for the reduction © 2006 SAP AG. such as the planning method for dates and costs.Unit 4: Scheduling and Capacity Planning PLM322 Figure 44: Project Profile and Parameters for WBS Scheduling The project profile contains default values and other control parameters. All rights reserved. or in the WBS elements. The data that you enter in the project profile will be copied into a project in its project definition. which can later be overwritten. 2006/Q2 .

93 . you use either the Parameters for WBS Scheduling table or Scheduling Parameters for the Network Type. Figure 46: Bottom-Up Scenario 2006/Q2 © 2006 SAP AG. Caution: The scheduling result depends on the transaction from which you start the scheduling.6. Depending on the transaction from which you trigger the scheduling. you have the option of using predefined scheduling scenarios.PLM322 Lesson: Scheduling a Project. Network and Orders Figure 45: Scheduling Scenarios Since SAP R/3 4. All rights reserved.

2006/Q2 . The differences between the earliest and latest dates of an activity are referred to as floats. Figure 47: Top-Down Scenario In work breakdown structures with networks. The dates scheduled in the WBS structure can be copied to the basic dates of the WBS elements for the purpose of extrapolating them up the project hierarchy. Using the project planning board. You can set the scheduling parameters to stipulate that activities be scheduled within these time constraints: deselect the "Network scheduling" and "Adjust basic dates" indicators. The scheduling type determines the direction in which scheduling is carried out. If these are less than or equal to zero.Unit 4: Scheduling and Capacity Planning PLM322 In projects with networks. The system determines the earliest dates of the activities by means of forward scheduling. you can use network scheduling to derive the dates of activities and WBS elements automatically. 94 © 2006 SAP AG. All rights reserved. The scheduling parameters determine how the activities are scheduled. the activity is termed “critical.” The dates of the assigned activities are summarized to give the scheduled dates of the WBS elements (thin time bars in the project planning board). you can plan basic dates for the WBS elements in order to specify that a certain part of the project must be completed within a fixed time period. Networks are always scheduled forward and backward. and the latest dates by means of backward scheduling. you can select WBS elements and schedule the activities assigned to them.

The activity "Start-up" finishes when the activity "Acceptance" starts. All rights reserved. The activity "Work scheduling" finishes when the activity "Design" has finished. go into connect mode and select the activity from which you want to maintain the relationship and drag the line to the activity that is to form the other end of the relationship. For example: • • • • 2006/Q2 The activity "Assembly" starts when the activity "Production" has finished. The system connects the two activities with a line and writes in the type of relationship. You can enter additional data in the detail screen for the relationship (a time interval. 95 . © 2006 SAP AG. The activity "Purchasing" starts when the activity "Engineering" starts. for example). To create relationships in the graphic. The diagram above illustrates how to move from activity to activity to preserve the different types of relationship. Network and Orders Figure 48: Relationships and Generation in PM Orders Relationships determine the chronological sequence of the individual activities in a network (or standard network).PLM322 Lesson: Scheduling a Project.

You can access the network graphic from various functions in Project System (the Project Builder. All rights reserved. and correct them. for example). If the activity-relationship-activity path is cyclical. you will not be able to schedule the network. project planning board. The cycle analysis is a tool that enables you to detect cyclical relationships. The cycle analysis is a function that you can perform only in the network graphic. 96 © 2006 SAP AG. you end up at the same activity via the relationships).Unit 4: Scheduling and Capacity Planning PLM322 Figure 49: Network Graphic All of the functions you need to create a network are available in the network graphic (the function for inserting activities or relationships. or the information system. A cycle is a closed sequence of relationships and activities ("closed" means that when you start out from an activity. for example). 2006/Q2 .

All rights reserved. 97 . and date restrictions form the basis for determining dates (scheduling) automatically. You can schedule all networks that are connected by means of relationships (scheduling of the overall network). You can also trigger network scheduling starting from WBS elements (WBS scheduling). Figure 51: Scheduling PM Orders with PS 2006/Q2 © 2006 SAP AG. The activity data. relationships between the activities. Network and Orders Figure 50: WBS / Overall Network Scheduling You can schedule individual networks (network scheduling).PLM322 Lesson: Scheduling a Project.

During scheduling of networks together with maintenance/service orders. the system first only schedules the networks. 98 © 2006 SAP AG. All rights reserved. The dates determined for the activities are then copied to the headers of the maintenance and service orders. which are then scheduled with these outline dates. 2006/Q2 . In the "Project Scheduling" and "Overall Network Scheduling" transactions.Unit 4: Scheduling and Capacity Planning PLM322 You can schedule maintenance orders from Project System. you can specify whether networks are scheduled together with the maintenance orders that have been assigned as subnetworks.

All rights reserved. The duration of phases within a project and those of maintenance operations influence the schedule and float times. Schedule the overall project K.100##.100## including the network and maintenance orders. Save your scheduling results. Continued on next page 2006/Q2 © 2006 SAP AG. Task: Use the project planning board.10000 and use Planning Board Profile ZPS000000001 (Shutdown/Turnaround). 3. the network and the assigned maintenance orders of your Shutdown Project K. Network and Orders Exercise Objectives After completing this exercise. Overall Network Scheduling determines the earliest and latest start and finish dates for carrying out activities in the network and calculates the required capacity requirements as well as the slack time or “floats. 1. to plan and alter dates. which is particularly useful for planning and evaluating dates. Schedule the WBS elements.” Schedule maintenance orders as sub-activities of the network assigned to your project K.PLM322 Lesson: Scheduling a Project. as well as the assigned PM orders. When carrying out scheduling within the planning board. 4. You want to investigate the variousways to check and change dates at all stages of a project. Network and Orders Exercise 6: Scheduling a Project. Analyze the situation by checking this PM order and schedule it. 2. you will be able to: • Schedule the entire project • Perform overall network scheduling • Schedule orders from the project planning board • Display float in the Project Information System Business Example You need to schedule your project.100## with the Project Planning Board Enter project K. 99 . you got an entry in the scheduling log due to the PM order which you had assigned in lesson Planning of WBS and PM orders. Use the predefined Top-down scenario. Do not set flag with activities and press Enter. Save your scheduling results.

100##. network activities and PM orders of your project K. Extend the duration of network activity 20 so that you do not get any more scheduling log entries when carrying out scheduling with 1 Bottom-up scenario (pre-defined). Go back to Project Planning Board and display WBS elements. 100 © 2006 SAP AG. All rights reserved. PLM322 Due to the additional PM order the duration of the above network activity 20 needs to be adjusted. but also as little positive float as possible.100## Optional: Adjust your project in the planning board. 2006/Q2 . so that there is no negative float. 6. Display possible floats of the network activities of your project K.Unit 4: Scheduling and Capacity Planning 5.

Save your scheduling results by pressing Save. you will get the message Scheduling carried out (see log). Hint: To view the scheduling log. All rights reserved. Overall Network Scheduling determines the earliest and latest start and finish dates for carrying out activities in the network and calculates the required capacity requirements as well as the slack time or “floats. 101 . Select the scheduling parameter Networks and maintenance/service orders and click on the Execute button.” Continued on next page 2006/Q2 © 2006 SAP AG. a) Choose Logistics → Project System → Dates → Project Scheduling. select Extras → Logs → Scheduling.PLM322 Lesson: Scheduling a Project. Network and Orders Solution 6: Scheduling a Project. 2. The system results with the message Scheduling carried out if the project has no problem. 1. Save your scheduling results.100## including the network and maintenance orders.100## and press Enter or click on the Basic dates button. Network and Orders Task: Use the project planning board. Schedule the overall project K. If not. which is particularly useful for planning and evaluating dates. On the Project Scheduling Initial Screen enter Project K.

If not. 2006/Q2 . The system results with the message Scheduling carried out if the project has no problem.10000 and use Planning Board Profile ZPS000000001 (Shutdown/Turnaround).Unit 4: Scheduling and Capacity Planning PLM322 Schedule maintenance orders as sub-activities of the network assigned to your project K. Schedule the WBS elements. Use the predefined Top-down scenario.100## with the Project Planning Board Enter project K. On the Change: Network: Scheduling of the Overall Network screen. Select the scheduling parameter Networks and maintenance/service orders . 3. Press Enter or click on Basic Dates button. the network and the assigned maintenance orders of your Shutdown Project K.100##. enter the number of the network assigned to your project. All rights reserved. a) Choose Logistics → Project System → Dates → Overall Network Scheduling. Do not set flag with activities and press Enter. Delete default Basic finish date and leave it blank. Click on the Execute button. select Extras → Logs → Scheduling Save your scheduling results by pressing Save. you will get the message Scheduling carried out (see log) Hint: To view the scheduling log. Continued on next page 102 © 2006 SAP AG.

All rights reserved.PLM322 Lesson: Scheduling a Project. you can see PM orders assigned to the network activities. you will get the message “Scheduling carried out (see log)” Hint: The system has only scheduled WBS elements and the network.Power Boiler Gr. Press the new displayed button Select all to mark all assigned PM orders. Network and Orders Save your scheduling results. Hint: There should be an entry for the PM order which has been assigned in lesson Planning of WBS and PM orders. Press again Select All and press Schedule.. If necessary press Select all and display network activities using Edit –> Show/Hide –> Show acitivity.100## in the worklist (under Last Projects Processed.. log screen will automatically appear and tell you which order has a problem. Right-click and select Schedule assigned orders. Therefore should be no entry in the Scheduling log. Once in the Project Planning Board. choose SAP Menu → Logistics → Project System → Project → Project Planning Board → Change Project and then choose Shutdown/Turnaround . To do so. b) If you have still selected all network activities and you press the button Maintenance Orders. The system results with the message “Scheduling carried out” if the project has no problem” If not.100## in the project planning board. press button Options . The system will result in a message “Scheduling carried out”.## K. 103 . Select option 2 Top-down scenario (pre-defined) and press Copy. a) Open project K. All assigned orders will be scheduled. If the project has no problems you will get message “No log exists”. c) Save your scheduling results by pressing Save. If a log exists view scheduling log by clicking on “Log” button (second from right—second row of icons). Otherwise. Click No when system asks Do you want to save user specific data Continued on next page 2006/Q2 © 2006 SAP AG. or choose Settings –> Options.

Press button Options . a) Open project K. If necessary display the log Goto –> Logs –> Scheduling and analyze the situation. Select option 1 Bottom-up scenario (pre-defined) and press Copy. Display possible floats of the network activities of your project K.100## Continued on next page 104 © 2006 SAP AG. Once in the Project Planning Board press Select all and display network activities using Edit → Show/Hide → Show acitivity (only if network activities are not already displayed). a) Choose Logistics → Plant Maintenance → Maintenance Processing → Order → Change. Due to the additional PM order the duration of the above network activity 20 needs to be adjusted. Analyze the situation by checking this PM order and schedule it. to the tab Dates and enter constraint 2 Cannot finish before e. Go back to Project Planning Board and display WBS elements. PLM322 When carrying out scheduling within the planning board. Press Schedule >> The system results with the message “Scheduling carried out” if the project has no problem” If not. you got an entry in the scheduling log due to the PM order which you had assigned in lesson Planning of WBS and PM orders. 5.Unit 4: Scheduling and Capacity Planning 4. Double-Click on network activity 20.## K.100## in the worklist (under Last Projects Processed. The system results with the message “Scheduling carried out” Schedule again all PM orders assigned to the project from the planning board (see above). All rights reserved. press Enter and click on button Show further scheduling data. network activities and PM orders of your project K.. Extend the duration of network activity 20 so that you do not get any more scheduling log entries when carrying out scheduling with 1 Bottom-up scenario (pre-defined). you will get the message “Scheduling carried out (see log)”. Press again Select All and click on Schedule. 2006/Q2 .g. 6. Enter the order number you created in Planning of WBS and PM orders. The Scheduling Log should also contain no more entries.. To do so. choose SAP Menu → Logistics → Project System → Project → Project Planning Board → Change Project and then choose Shutdown/Turnaround ..100##.100## in the project planning board. or choose Settings → Options.Power Boiler Gr. 2 work days after the scheduled finish date of the PM order.

Press Select Layout .. and Change Layout .PLM322 Lesson: Scheduling a Project. if necessary and execute (F8). so that there is no negative float. 105 . Network and Orders Optional: Adjust your project in the planning board. a) Choose Logistics → Project Systems → Information System → Structures → Individual Overviews → Activities enter project K. so that the fields free float and Total float will be displayed. but also as little positive float as possible. Sort the free float of the project in descending order –> positive float Sort the total float of the project in ascending order –> negative float 2006/Q2 © 2006 SAP AG.100## and change DB profile to 000000000001. All rights reserved....

2006/Q2 .Unit 4: Scheduling and Capacity Planning PLM322 Lesson Summary You should now be able to: • Schedule the entire project • Perform overall network scheduling • Establish links between orders • Schedule orders from the project planning board • Evaluate floats of activities and operations 106 © 2006 SAP AG. All rights reserved.

It is crucial to identify overloaded capacities. You also want to check where you can optimize the capacity situation. If necessary. It also explains major Customizing settings for capacity planning.PLM322 Lesson: Evaluating and Leveling Capacities Lesson: Evaluating and Leveling Capacities Lesson Overview This lessons explains how to use capacity evaluation and capacity leveling for shutdown/turnaround projects. you will be able to: • • • • Evaluate capacities by work center Evaluate capacities by project Level capacities using the graphical planning board and the tabular planning board Maintain relevant customizing settings regarding capacity planning Business Example You need to evaluate capacities by work center and project. 107 . The various steps of capacity planning for a shutdown/turnaround can be summarized as follows: • • • • • • 2006/Q2 Use capacity evaluation as a rough-cut tool Adjust size and schedule of crews Review operation estimates and dependencies Assess scheduling window to acquire float Deallocate (Un-dispatch) in order to reschedule or see float Determine business value of leveling © 2006 SAP AG. All rights reserved. you wish to level capacities. Lesson Objectives After completing this lesson.

and the number of machines or persons. A capacity is always assigned to at least one work center. The system calculates capacity requirements using formulas from the work center and dates and quantities for production from the order. 108 © 2006 SAP AG. The available capacity is defined by the start and finish of work. Capacity reduction occurs when operations are confirmed or order quantities reduced or deleted. Capacity leveling enables you to achieve optimal planning and an optimal load. This way it is possible to leverage the suitable resources or to plan optimal scheduling with sort criteria. the capacity utilization. orders can be moved out in time to avoid overloading. It provides an overview of the load and requirements for production. 2006/Q2 . the duration of the breaks. Capacity requirements are determined during lead time scheduling. Scheduling the sequence of operations determines the times for capacity requirements. It indicates which activity produces a capacity each day. these requirements can be compared with the available capacity. All rights reserved.Unit 4: Scheduling and Capacity Planning PLM322 Elements of Capacity Planning Figure 52: Capacity Planning Elements The available capacity represents the capacity available for maintenance at a work center or resource. In capacity levelling. In capacity evaluation. Capacity requirements show how much capacity the individual orders need at a certain point in time.

Midpoint scheduling is used in capacity planning and automatically executed for orders with dispatched operations Finite scheduling takes into account the available capacity at the individual work centers. 109 .PLM322 Lesson: Evaluating and Leveling Capacities Scheduling Types Scheduling types (forward or backward) are assigned to the appropriate order types as default values. Today scheduling is automatically triggered for orders with a start date in the past. finite scheduling schedules the operations taking into account the current load situation generated by operations dispatched to work centers. 2006/Q2 © 2006 SAP AG. In contrast to lead time scheduling where the system does not take into account the load situation of the relevant work centers. Figure 53: Lead-Time Scheduling: Finite Scheduling Lead time scheduling uses an unlimited available capacity to determine the dates for the capacity requirements. the dates of the operations are drawn from the basic dates and the capacity requirements are calculated for these dates. With the scheduling type Only capacity requirements. All rights reserved.

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Figure 54: Finite Scheduling

When dispatching operations using finite scheduling, the system takes into account
the current capacity loads of the work center capacities.
In finite scheduling only those capacities are taken into account for which the
indicator Relevant to finite scheduling has been set. By not setting this indicator, a
capacity with sufficient available capacity can be excluded from finite scheduling.
Conflicts that arise between the operation dispatched and other operations in the
order that have been dispatched and/or with the order itself do not lead to an
automatic correction of dispatching.
For every operation to be dispatched, the system checks whether there is remaining
available capacity for it within the date range determined (between earliest start
and latest finish). If the operation has suboperations relevant to scheduling then
the system also looks for available capacity for these. Sub-operations cannot
be dispatched directly.
If there is sufficient available capacity then the system dispatches the operation. If
there is not sufficient capacity then the system shifts the operation to a date (up
to the latest start date) to determine if it can be processed without any capacity
problems. You can specify the search direction in the strategy profile using the
Planning direction forwards indicator. The period for the search for remaining
available capacity is specified in the time profile in the Planning period section.

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Figure 55: Types of Display

Capacity planning uses several types of display, including evaluation lists, block
diagrams, bar charts, line graphs, and Gantt charts.
You can also carry out simulations with the planning tables.

Capacity Evaluation
In the capacity evaluations, the capacity requirements are compared to the
available capacity. Capacity evaluation has to perform the following:


Determination of available capacity
Determination of capacity requirement
Comparison of available capacity to capacity requirement
Hint: Capacity evaluation does NOT change any order dates

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Figure 56: Procedure in Capacity Evaluation

Capacity evaluations are basically accessed using two menu options:

The Work center view accesses evaluations for loads, orders, released orders,
order in backlog or overloads.
The Variable menu allows you to access evaluations using profiles created
for your specific needs.

When accessing the capacity evaluation the settings are pulled from the overall
profile. This overall profile can be one provided by SAP or a user-specific profile.
To access the evaluation via the work center you can use standard profiles and
user-specific profiles. You can change display using the menu option Settings.
You can use the Selection menu to increase or restrict the selection criteria for
the capacity evaluation.

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Figure 57: Selection and Display Parameters

The selection and display parameters can be predefined in profiles. They can,
however, be changed in the menu settings. You can only update the reading time
section via Customizing.
To display the evaluations, you can choose between the following period displays:




Month
Week
Day
Factory calendar day
Posting period

You use the period duration to define the number of days or weeks for a period.

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114 © 2006 SAP AG. They may be sorted. by order number. and priority.Unit 4: Scheduling and Capacity Planning PLM322 Figure 58: Detailed Capacity List and its Functions In the detailed capacity list. From this list you can make changes to the work center. 2006/Q2 . the orders and their operations are listed by period depending on the work center selected. You can call up additional information on the material and the stock/requirements situation. All rights reserved. the capacity. date. for example. and the order. You can predefine the display using the list profile and change it using the Settings menu.

and branches in change or display mode. The List profile defines the layout of the detailed capacity list and the variable overview. The Graphics profile defines the layout of the graphics. All rights reserved.PLM322 Lesson: Evaluating and Leveling Capacities Figure 59: Overall Profile The Overall profile contains the names of four subprofiles: • • • • The Selection profile contains the names of the sets used to generate the selection screens and the initial screen. the default parameters are set for the type of display. 115 . The order set. the distribution. 2006/Q2 © 2006 SAP AG. the display period. and the work center set are used for the extended selection. the capacity category set. It is important to distinguish between basic sets that always refer to one criterion and multidimension sets that group together any number of basic sets. In the Options profile.

Capacity Leveling Dispatching operations is the main function in capacity planning. you can specify a different work center when dispatching. All rights reserved. 2006/Q2 . Depending on whether finite scheduling is to take place.Unit 4: Scheduling and Capacity Planning PLM322 Figure 60: User Parameters: Capacity Evaluation An overall profile can be accessed with the user parameters CY1 to CY7 individually for every user (TC: SU3). The existing available capacity is equal to the difference between the available capacity maintained in the work center and the capacity requirements already dispatched. operations can be dispatched based on an unlimited available capacity or existing available capacity. 116 © 2006 SAP AG. Operations are dispatched to fix them at a time when there is sufficient capacity for them to be executed. If necessary.

117 . for example. All rights reserved. Find a period with sufficient remaining available capacity by dispatching using finite scheduling or manually on the planning table. © 2006 SAP AG.PLM322 Lesson: Evaluating and Leveling Capacities Figure 61: Capacity Leveling Measures There are several ways to achieve the objectives listed in the figure above: • • • • 2006/Q2 Adjust the available capacity by increasing the standard available capacity for the relevant capacity category or increase the available capacity by inserting an interval of available capacity. Determine an alternative work center with remaining available capacity. by calling up the planning table using a work center hierarchy. Form optimal sequences to reduce setup times.

Order view: You limit the selection for specific orders. All rights reserved. You can choose between the tabular capacity planning table and graphical capacity planning table. © 2006 SAP AG. You can dispatch operations both to work centers/capacities and to the corresponding individual capacities. The main capacity planning module and its various views. Work centers and capacities are displayed in the planning tables. All the work centers and capacities affected are displayed for one or more orders. Individual capacity view: You limit the selection for specific work centers.Unit 4: Scheduling and Capacity Planning PLM322 Figure 62: Capacity Leveling Interfaces The capacity planning module offers two interfaces. 2006/Q2 . Additionally you can choose between various views: • • • 118 Work center view: You limit the selection for specific work centers.

For example.PLM322 Lesson: Evaluating and Leveling Capacities Figure 63: Capacity Planning Table The capacity planning table enables you to carry out detailed planning of capacity requirements continuously over time. The capacity planning table consists of several charts in which the available capacity (operating time) and the capacity requirements (operation duration) are grouped according to various criteria and can be displayed on the same axis. The table section contains information to identify and describe objects displayed in the diagram section. This section can be changed as required by altering the scale. 2006/Q2 © 2006 SAP AG. This window displays the same section for all charts. Each chart can have its own title bar and is made up of a table section and a diagram section. The diagram section has a window on the virtual time axis in which the available capacity and the capacity requirements are displayed in graphical form with the start and finish dates. All rights reserved. 119 . all the capacity requirements for one order or all the capacity requirements dispatched to one capacity can be grouped together.

The system carries out midpoint scheduling. If there are several operations to be dispatched. 7. The status "dispatched" is set for the operation. The operation check is carried out.Unit 4: Scheduling and Capacity Planning PLM322 Figure 64: Dispatching Procedure The basic procedure for dispatching operations in capacity leveling is as follows: 1. 4. 6. © 2006 SAP AG. 120 The user specifies the dispatch date of the operation. The system carries out checks for the dates to which operations are to be dispatched and the work center to which operations are to be dispatched Finite scheduling is carried out. a dispatching sequence is specified. 2. or it is determined by scheduling. All rights reserved. 2006/Q2 . 3. 5.

PLM322 Lesson: Evaluating and Leveling Capacities Figure 65: Dispatching Operations Dispatching operations is the main function of capacity leveling. Depending on whether finite scheduling is to be carried out. All rights reserved. if necessary. the system searches for remaining available capacity according to the planning direction starting from the dispatching date that either you or the system determines. The operations that were dispatched are given the status “dispatched. The operation cannot easily be moved during scheduling once an order has been changed.” the capacity requirements for this operation are shown as having been dispatched as well. Operations are dispatched to the time when there is sufficient capacity for them to be executed. You can specify another work center when dispatching operations. If you set the Finite scheduling indicator in the strategy profile. operations can be dispatched based on unlimited available capacity or existing available capacity. 2006/Q2 © 2006 SAP AG. 121 . Orders with dispatched operations are scheduled using midpoint scheduling. You can choose between automatic or manual dispatching of orders to times with remaining available capacity.” If an operation has the status “dispatched. Existing available capacity is calculated as the difference between the available capacity maintained in the capacity and the requirements already dispatched.

such as internally-processed operations corresponding to the strategies: • • Earliest / latest start date Depending on distribution operations with operation segments. 122 © 2006 SAP AG. In this case.Unit 4: Scheduling and Capacity Planning PLM322 Figure 66: Types of Dispatching This above figure shows the four possible ways of determining the dispatching date. a dialog box is displayed for entering the time for the Dispatch function. 2006/Q2 . All rights reserved. then you should set the Date entry indicator on dispatching in the strategy profile. always with the latest start date for the operation In the first method you can also change the date. time. and work center. The third method distinguishes between internally processed operations (plant maintenance and networks) and operations that are subdivided into operation segments (production order). The fourth method of dispatching is only possible on the capacity planning table (graphical) If operations are not to be automatically dispatched on the planning table (tabular form).

each of which contains a percentage time value and a percentage requirements value. 123 . For display purposes.PLM322 Lesson: Evaluating and Leveling Capacities Figure 67: Distribution of Capacity Requirements Capacity requirements are saved for each operation (order) and capacity category on the database. 2006/Q2 © 2006 SAP AG. The distribution function consists of a series of basic values. The distribution takes place using a distribution key for every capacity category. and basis of a distribution. type. The distribution strategy defines the dates. Capacity requirements are only used for the display per period. Orders only determine the duration and capacity requirements of operations. the capacity requirements can be split up as you like using distribution functions. All rights reserved.

All rights reserved.” or by setting the Deletion indicator. The following confirmations lead to a change in the capacity requirements: • • Confirming quantities Confirming to another work center If an operation has been finally confirmed. 2006/Q2 . this does not affect the display of the following operations. However.Unit 4: Scheduling and Capacity Planning PLM322 Figure 68: Capacity Reduction Capacity requirements are reduced or deleted by order confirmation. 124 © 2006 SAP AG. the requirements no longer appear in the capacity evaluation or on the tabular version of the planning table. by setting the status to “Lock” or “Technically complete. The operation is no longer displayed on the graphical version of the planning table.

2006/Q2 © 2006 SAP AG. as well as deallocate them.PLM322 Lesson: Evaluating and Leveling Capacities Figure 69: Rescheduling/Deallocating You can reschedule operations. you need to first adjust the Customizing settings. 125 . All rights reserved. In order to perform capacity leveling.

the profile for the capacity planning table is not needed. If an overall profile has been called up for a capacity planning table (tabular form). If an overall profile is called up for a capacity planning table. All rights reserved. all the necessary settings are taken from an overall profile. the profile for the capacity planning table (tabular form) and the period profile are not needed.Unit 4: Scheduling and Capacity Planning PLM322 Figure 70: Capacity Leveling: Overall Profile When you call up capacity leveling and capacity evaluations. For capacity leveling. This overall profile can be one provided by SAP or a user-specific profile. 2006/Q2 . 126 © 2006 SAP AG. the relevant overall profiles are tied to a menu option. but you can access them using the appropriate user parameters.

In the Tabular Capacity planning table profile you make settings relevant to the structure and layout of the data on the capacity planning table (tabular form). for example for the capacity planning table (tabular form) for capacity leveling or for the extended evaluation. You define overall profiles and subprofiles in Customizing for capacity leveling and in the extended evaluation. type of presentation and the layout of the data. 2006/Q2 © 2006 SAP AG. In the Period profile you specify the period split for the periodic evaluation of capacity requirements and available capacities. In the Strategy profile you make settings to control the dispatching of operations In the Time profile you define the date for dispatching the backlog and the periods for capacity leveling and for the extended evaluation.PLM322 Lesson: Evaluating and Leveling Capacities Figure 71: Structure of a Profile (Leveling) You specify all the settings for capacity leveling in an Overall profile for capacity leveling. You define time periods in Customizing for capacity leveling and the extended evaluation. In the Evaluation profile you specify various settings for the display per period of capacity requirements and available capacity.g. All rights reserved. The List profile groups together the settings for the list display in capacity planning In the Capacity planning table profile you enter the settings for the graphical capacity planning table. In the Control profile you make the settings for controlling capacity leveling and the extended evaluation e. 127 . An overall profile for capacity leveling comprises several subprofiles.

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The Selection profile contains information necessary to select, filter and group
data for capacity leveling or the extended evaluation. In the selection profile you
can assign the following parameters:

Filter set: Set that defines the selection criteria on the filter screen for
capacity leveling or for the extended evaluation.
On the filter screen you restrict the selection of objects that you have made
on the initial screen according to the seletion criteria in the object set.

Object set: Set defining the selection criteria on the initial screen for
capacity leveling or for the extended evaluation.
Using the selection criteria on the initial screen you select the objects for
capacity leveling or the extended evaluation for which you want to see the
capacity requirements.

Requirements grouping: A requirements group groups together capacity
requirements and is defined using a multidimension set that contains one or
more basic sets.
For capacity leveling you must assign every requirements group for a
requirements grouping to the chart in the planning table in which it is to be
displayed, for example the dispatched capacity requirements to the work
centers in chart 1.

Selection key: You need the selection key if you want to select operations
or highlight them in color on the capacity planning table online according
to specific selection criteria.

Figure 72: Check Report / Overall Profile

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The overall profile can be a standard profile provided by SAP or a user-specific
profile, and consists of a series of individual profiles.
Since Customizing for the overall profile for capacity leveling is very complex,
errors frequently arise when changes are made or new profiles created. The check
report is a simple tool that analyzes an overall profile for errors.
The check report lists the profiles in the overall profile on the screen. The system
highlights profiles with errors. When you double-click on a selected profile, the
profile hierarchy is exploded and possible errors displayed. The long text for
the error message specifies how to remove the error and refers to the relevant
transactions in Customizing.
You can call up the check report with transaction CMCH or in the capacity
planning table by choosing Settings → Display profiles. By calling up the check
report with the transaction CMCH and choosing Edit → Assign colors ,you can
highlight errors in objects affected (for example, missing parts in the ATP check).

Figure 73: Sequencing

You define the dispatching sequence for the selected operations using the
Sequencing key in the Dispatching sequence field.
The operations must either have the same start dates or the Dispatch at earliest
start date indicator must be set in the strategy profile.

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Once sequencing and dispatching have taken place, the setup standard values are
only reduced if the relevant strategy is set in the strategy profile.
You can also use other sort criteria by assigning sequence numbers in the order
header (planned order and production order).
Hint: The following checklist summarizes the final steps of the capacity
planning phase:
1.
2.
3.
4.
5.
6.
7.

130

Verify that all approved turnaround work orders are linked to
network activities.
Assess capacity load for all turnaround crews for all orders.
Assess capacity load for project WBS, all crews.
Identify and address overload, as appropriate.
Level capacity load for project orders to turnaround crews.
Identify and address overload, as appropriate.
Review final schedule.

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Lesson: Evaluating and Leveling Capacities

Exercise 7: Evaluating and Leveling
Capacities
Exercise Objectives
After completing this exercise, you will be able to:

Evaluate capacities by work center

Evaluate capacities by project

Level capacities using the graphical planning board and the tabular planning
board

Maintain relevant Customizing settings regarding capacity planning

Business Example
You need to evaluate capacities by work center and project. It is crucial to identify
and level overloaded capacities. After capacity leveling is executed the dates need
to be rolled up to reschedule the project.

Task:
On your shutdown project K.100##, check that your plan is feasible and no work
centers are overloaded. An overloaded work center will cause the work to be
delayed and may cause missed project time lines.
1.

You can specify the person/group of people responsible for planning
capacities. Define a new capacity planner group T## with description
Turnaround Gr.## for your project K.100##.

2.

Assign capacity planner group T## to the following work centers: PF-##,
TW-##, PBHH-## ,and PB-##.
To achieve the situation of a capacity overload, change the number of
individual capacities of work center PF-## to 1.

3.

Check the capacity load for your maintenance work centers using capacity
Planner Group T## and plant 1000 as selection criteria and press Enter.
Hint: Periods with capacity overload are marked as red entries. You
can change the periods Settings → General ....

4.

You can also check the capacity load for individual selected work centers of
your project. Display the capacity load for work centers PF-## and TW-##.
Check the capacity situation for both work centers for the periods of an
capacity overload.
Continued on next page

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You can define overall profiles for capacity evaluation in Customizing. Check capacity load again. How do you proceed? 12.100## using the already defined overall profile ZSAPX911. Leave the transaction without saving your settings. Which work centers are assigned in customizing for selection? How can you evaluate the capacity situation for these work centers? 7. Dispatch all your work orders and save your settings. PLM322 In order to resolve the situation of capacity overload. 2006/Q2 . 6. 9. Level the capacity and dispatch the work orders using the planning table (tabular form). Evaluate the capacity situation of your project K. Adjust the number of capacities so that there is no more capacity overload. Optional: Which selection profile is assigned in theoverall profile ZSAPX911 for capacity evaluation? 8. Level the capacity and dispatch the work orders using the planning table (graphical form).Unit 4: Scheduling and Capacity Planning 5.100##. Use overall profile ZAPPISPRPS and enter your top WBS element K.01. Use the standard overview to check the capacity load. use the capacity evaluation report for the variable work center view. Capacity category 002 and Capacity planner group T##. Choose the overall profile ZAPPMG003 Enter work center PF-## and TW-## (use multiple selection) for plant 1000 and filter by your revision number Z00000##. In order to check the capacity load for your project. 11. All rights reserved. 10. Choose overall profile SAPSFCG002 Use the following selection criteria: plant 1000. Therefore you want to copy the overall profile and all subordinate profiles to profile Z##SFCG002. Optional: Is it possible to display the availability (requirements) of (for) work center hierarchies in the planning table for capacity leveling? 132 © 2006 SAP AG. you decide to adjust the number of individual capacities for the interval of capacity overload for work centers PF-## and TW-##. You want to create a newoverall profile for capacity leveling that is similar to overall profile SAPSFCG002.

PBHH-## . To achieve the situation of a capacity overload. You can specify the person/group of people responsible for planning capacities. 3.##. b) Choose New Entries and enter capacity planner group T## with description Turnaround Gr. 1. Check the capacity load for your maintenance work centers using capacity Planner Group T## and plant 1000 as selection criteria and press Enter. Define a new capacity planner group T## with description Turnaround Gr. All rights reserved.. a) Choose Logistics → Plant Maintenance → Management of Technical Objects → Environment → Work Centers → Work Center → Change. Use the capacity Planner Group T## and plant 1000 as selection criteria and press Enter. Choose the Capacities button. An overloaded work center will cause the work to be delayed and may cause missed project time lines. change the number of individual capacities of work center PF-## to 1. Assign capacity planner group T## to the following work centers: PF-##.100##. Continued on next page 2006/Q2 © 2006 SAP AG. 2. a) Choose IMG → Production→ Capacity Requirements Planning → Master Data → Capacity Data → Set up capacity planner. Display the capacity load for work centers PF-## and TW-##. check that your plan is feasible and no work centers are overloaded. You can also check the capacity load for individual selected work centers of your project.## for your project K. Hint: Periods with capacity overload are marked as red entries. 4. Enter work center PF-## and plant 1000. 133 . Change the number of individual capacities from 3 to 1.100##...and PB-##. TW-##. You can change the periods Settings → General . a) Choose Logistics → Plant Maintenance → Maintenance Processing → Capacity Requirements Planning →Evaluation → Work Center View → Load.PLM322 Lesson: Evaluating and Leveling Capacities Solution 7: Evaluating and Leveling Capacities Task: On your shutdown project K. Double-click on Capacity Category 002 and change capacity planner group to T##.

Enter the beginning of the overload period using the valid from date and the end of the overload period using the valid to date. Adjust the number of capacities so that there is no more capacity overload. a) Start capacity evaluation report again (TC: CM01). In order to resolve the situation of capacity overload.. you can see that the standard available capacity is valid since the 01. Select all the work centers on your project Planning → Selection → Work Center. You can define overall profiles for capacity evaluation in Customizing. b) 6. Select any period of work center PF-## and choose Evironment → Work Center from the menu. click Intervals and button Insert to add a new interval. 2006/Q2 . Check the new capacity situation (TC: CM01). On the capacity header.100## using the already defined overall profile ZSAPX911. All rights reserved. Click on the tab Capacities and double-click the capacity header 002 for the Labor capacity. 5. When scrolling down the list. Which work centers are assigned in customizing for selection? Continued on next page 134 © 2006 SAP AG. Hint: You can also check whether there are any shifts or intervals assigned using button Intervals and shifts. third) pipe fitter for the overload period using an interval of capacity. a) Enter transaction code IR02 and resolve the capacity overload of work center PF-## by adding a second (and.1996.Unit 4: Scheduling and Capacity Planning PLM322 Check the capacity situation for both work centers for the periods of an capacity overload. Check capacity load again.01. if necessary. Evaluate the capacity situation of your project K. Enter *## in the work center field and click the button Select indv wrk cntr. Under Default shift values extend the number of individual capacities according to the current capacity overload (rising the number of capacities to 3 should be sufficient). Select work centers PF-## and TW-## and click Standard Overview to check the capacity load. Focus on the beginning and end of the period with capacity overload. you decide to adjust the number of individual capacities for the interval of capacity overload for work centers PF-## and TW-##. Use the same procedure for work center TW-##.

100##. Delete all other entries on this screen and choose Planning → Selection → Work center. Optional: Which selection profile is assigned in theoverall profile ZSAPX911 for capacity evaluation? a) Display overall profile ZSAPX911. Choose the overall profile ZSAPX911 from the list and click Continue. use the capacity evaluation report for the variable work center view.01 and click the Standard Overview button. 9. When you click on Selection List you can see the work centers PF-00 and TW-00 assigned in Customizing. Choose the overall profile ZAPPISPRPS from the list and click Continue. Clicking on Standard Overview you can see the capacity load for both work centers (if there are any) 7. Choose overall profile SAPSFCG002 Use the following selection criteria: plant 1000. Use overall profile ZAPPISPRPS and enter your top WBS element K. a) Choose Logistics → Plant Maintenance → Maintenance Processing → Capacity Requirements Planning → Evaluation → Variable. >> selection profile ZSAPA010 8. Continued on next page 2006/Q2 © 2006 SAP AG. Enter Plant 1000.01. Use the standard overview to check the capacity load.. 135 . In order to check the capacity load for your project. Capacity category 002 and Capacity planner group T##. Choose IMG → Production → Capacity Requirements Planning → Evaluation → Profiles → Define overall profile.. Enter WBS element K.. All rights reserved. Level the capacity and dispatch the work orders using the planning table (tabular form).PLM322 Lesson: Evaluating and Leveling Capacities How can you evaluate the capacity situation for these work centers? a) Choose Logistics → Plant Maintenance → Maintenance Processing → Capacity Requirements Planning → Evaluation → Variable.100##.

Choose the overall profile ZAPPMG003 Enter work center PF-## and TW-## (use multiple selection) for plant 1000 and filter by your revision number Z00000##. you will received a message in the status bar stating. All rights reserved. Level the capacity and dispatch the work orders using the planning table (graphical form). “You are trying to use a function for a mixed selection. “You should look in the planning log. 10. a) Choose Logistics → Plant Maintenance → Maintenance Processing → Capacity Requirements Planning → Leveling → Variable. Enter plant 1000 and capacity planner group T## and click continue. Hint: You might get a dialog box stating. Dispatch all your work orders and save your settings.Unit 4: Scheduling and Capacity Planning PLM322 Leave the transaction without saving your settings. Continued on next page 136 © 2006 SAP AG. 2006/Q2 . Click the dispatch button. Choose the overall profile ZAPPMG003 from the drop-down list and click Continue. Leave the transaction without saving. Enter work center PF-## and TW-## (use multiple selection) for plant 1000 and filter by your revision number Z00000##. If everything is alright you get the system message Dispatching carried out succesfully.” Choose Graphics objs. Choose the Filter button and then the Continue button. Click the dispatch button. Select one operation of a PM order and choose Edit→ Select→ Chart from the menu to select all your work orders. If not all selected operations are dispatched. Dispatch all your work orders. a) Choose Logistics → Plant Maintenance → Maintenance Processing → Capacity Requirements Planning → Leveling → Variable.” Save your settings. If not all selected operations are dispatched. Choose the overall profile SAPSFCG002 from the drop-down list. Choose Edit → Capacity requirements → Select all from the menu to select all your work orders. you receive a message in the status bar.

You have to adjust the Selection profile and the Evaluation profile of the overall profile. Double-click on profile SAPSFCG002 and click on button Check. Click on button Copy overall profile to copy the overall profile and all subordinate profiles to Z##SFCG002 and leave the transaction. How do you proceed? a) Define new overall profile Z##SFCG002 by copying overall profile SAPSFCG002. Optional: Is it possible to display the availability (requirements) of (for) work center hierarchies in the planning table for capacity leveling? a) It is possible to display both. 12. Choose IMG → Production → Capacity Requirements Planning → Capacity leveling and extended evaluation → Define overall profile . 137 . You want to create a newoverall profile for capacity leveling that is similar to overall profile SAPSFCG002. All rights reserved. 2006/Q2 © 2006 SAP AG.PLM322 Lesson: Evaluating and Leveling Capacities 11. Therefore you want to copy the overall profile and all subordinate profiles to profile Z##SFCG002.

Unit 4: Scheduling and Capacity Planning PLM322 Lesson Summary You should now be able to: • Evaluate capacities by work center • Evaluate capacities by project • Level capacities using the graphical planning board and the tabular planning board • Maintain relevant customizing settings regarding capacity planning 138 © 2006 SAP AG. 2006/Q2 . All rights reserved.

All rights reserved.PLM322 Unit Summary Unit Summary You should now be able to: • Describe maintenance work centers and their function • Maintain work center capacity • Display work center hierarchies • Schedule the entire project • Perform overall network scheduling • Establish links between orders • Schedule orders from the project planning board • Evaluate floats of activities and operations • Evaluate capacities by work center • Evaluate capacities by project • Level capacities using the graphical planning board and the tabular planning board • Maintain relevant customizing settings regarding capacity planning 2006/Q2 © 2006 SAP AG. 139 .

2006/Q2 .Unit Summary 140 PLM322 © 2006 SAP AG. All rights reserved.

...........................................142 Exercise 8: Approving and Releasing Project and Plant Maintenance Orders ............ Unit Objectives After completing this unit.............145 Lesson: Baseline Project Version...............151 2006/Q2 © 2006 SAP AG.......... Additionally................................ it explains how to create a project version to document the current state of the project before execution................. you will be able to: • • • Release a turnaround project Release PM orders Create a project version Unit Contents Lesson: Approving and Releasing Project and Plant Maintenance Orders ......Unit 5 Approve and Release Schedule Unit Overview This unit describes how to release all relevant objects for the Shutdown / Turnaround Project.........................148 Exercise 9: Baseline Project Version ......... 141 ................................................ All rights reserved......

you need to release the turnaround project and the PM orders to prepare for the execution phase. Project Release The project planning board provides the following project overviews: • • • • • • • 142 Scheduling overview Capacity overview Materials overview Cost/revenue overview Maintenance orders Hierarchy graphic for WBS elements Network graphic for activities © 2006 SAP AG. 2006/Q2 . All rights reserved. Lesson Objectives After completing this lesson.Unit 5: Approve and Release Schedule PLM322 Lesson: Approving and Releasing Project and Plant Maintenance Orders Lesson Overview This lesson explains how to release the project and the assigned PM orders once the budget for the turnaround project is approved. you will be able to: • • Release a turnaround project Release PM orders Business Example Once the budget for the turnaround project has been approved.

As a result. PM Order Release Before work can begin on work orders and confirmations of time and material posted. you do not have to release the whole project at once. but can release it successively. 2006/Q2 © 2006 SAP AG. Actual costs can be posted to a work order once it has been released. Actual costs can be posted to a project once the WBS elements have been released. System status Released (REL) allows you to assign actual costs and revenues to WBS elements and is therefore essential for the execution phase.PLM322 Lesson: Approving and Releasing Project and Plant Maintenance Orders Figure 74: Project Planning Board: Integration Before work can begin on the project and confirmations of time and material posted. you can use the project planning board. the work orders must be released. To do this. 143 . System status Released (REL) is passed from a WBS element to subordinate WBS elements as well as network headers and activities. the project objects must be released. All rights reserved.

All rights reserved.Unit 5: Approve and Release Schedule PLM322 Figure 75: Release Orders Using Order List 144 © 2006 SAP AG. 2006/Q2 .

Release all orders involved in your turnaround project using the PM order list.100##. the project objects must be released. Use the project planning board to release the WBS elements and the assigned network of your project.PLM322 Lesson: Approving and Releasing Project and Plant Maintenance Orders Exercise 8: Approving and Releasing Project and Plant Maintenance Orders Exercise Objectives After completing this exercise. Actual costs can be posted to a project once the WBS elements have been released. 145 . you will be able to: • Release a turnaround project • Release PM orders Business Example Before work can begin on the project and confirmations of time and material can be posted. 1. © 2006 SAP AG. Check if all orders on the list have been released by reviewing the system status column on the Order List report. All rights reserved. K. Task 1: Release a turnaround project using the project planing board. for maintenance orders enter the following on the selection screen and execute the report Enter Revision Number and Clear All Defaulted Data. using planning board profile ZPS000000001 Task 2: Release PM Orders 2006/Q2 1. 2.

01 and choose Edit → Status → Release. a) Choose Logistics → Plant Maintenance → Maintenance Processing → Order → Order List → Change (TC: IW38).. to add field System status. Press Select all and Release Order.100##. Select Top-WBS element K. Check if all orders on the list have been released by reviewing the system status column on the Order List report.100## using planning board Pprofile ZPS000000001 (Shutdown/Turnaround).. 1. Hint: Remember that the material and the capacity situation can influence the order release depending on your Customizing Settings 2. All rights reserved. Use order status Outstanding Orders as selection critieria. Release all orders involved in your turnaround project using the PM order list. Task 2: Release PM Orders 1. for maintenance orders enter the following on the selection screen and execute the report Enter Revision Number and Clear All Defaulted Data.Unit 5: Approve and Release Schedule PLM322 Solution 8: Approving and Releasing Project and Plant Maintenance Orders Task 1: Release a turnaround project using the project planing board. 146 © 2006 SAP AG. Press button Current . using planning board profile ZPS000000001 a) Choose Logistics → Project System → Project → Project Planning Board → Change Project (TC: CJ2B). Use the project planning board to release the WBS elements and the assigned network of your project. a) Choose Logistics → Plant Maintenance → Maintenance Processing → Order → Order List → Change (TC: IW38). networks and network acitivities. Double-click on your project K. Save your data. Hint: The status is inherited to all subordinate WBS elements.100##. Remove all default dates enter your revision number Z00000## and press Execute. K. 2006/Q2 .

147 .PLM322 Lesson: Approving and Releasing Project and Plant Maintenance Orders Lesson Summary You should now be able to: • Release a turnaround project • Release PM orders 2006/Q2 © 2006 SAP AG. All rights reserved.

Figure 76: Project Versions 148 © 2006 SAP AG. schedules. you will be able to: • Create a project version Business Example You need to create a project version as a baseline before execution to document the current state of the turnaround project. capacities.Unit 5: Approve and Release Schedule PLM322 Lesson: Baseline Project Version Lesson Overview This lesson explain how to create and use project versions. and material. 2006/Q2 . and in the information system. You can create as many project versions as you like in networks. budgets. Your management will also expect reports on costs. work breakdown structures. Lesson Objectives After completing this lesson. All rights reserved. Create Project Versions A project version shows the state of the project at a certain point in time or at a certain status.

you create a project version manually. 2. You can do this in the WBS. 1. or information system. 149 .PLM322 Lesson: Baseline Project Version Project versions: • • • • Are the basis for statistical evaluations Can be used in milestone trend analysis Document (as a history) the state of the project in the past Can be used for comparison purposes You can create project versions as time-dependent as well as status-dependent. network. 2006/Q2 Time-dependent: At a particular point in time. Status-dependent: The system automatically creates a project version when there is a system and/or user status change in the selected objects. All rights reserved. You define the user/system statuses which trigger creation of project versions in Project System Customizing © 2006 SAP AG.

.Unit 5: Approve and Release Schedule PLM322 150 2006/Q2 © 2006 SAP AG. All rights reserved.

100##-BASE Description: Baseline Gr. Optional: Create a project version using TC: CN72. Version key: K.PLM322 Lesson: Baseline Project Version Exercise 9: Baseline Project Version Exercise Objectives After completing this exercise.## Version group: K. Task: Create a project version after you have released the turnaround project and the assigned PM orders.100## Save your project version. All rights reserved. 151 . Enter the following data for your project version. Create a project version using the Project Information System. you will be able to: • Create a project version Business Example You need to create a project version as a baseline before execution to document the current state of the turnaround project. 1. 2006/Q2 © 2006 SAP AG.

Enter the following data for your project version.. Enter PS Info profile 000000000001 and press Enter.## Version group: K. Version key: K. Save the project version using version key K..Unit 5: Approve and Release Schedule PLM322 Solution 9: Baseline Project Version Task: Create a project version after you have released the turnaround project and the assigned PM orders. Hint: Depending on your system settings you might have to choose Edit → Scope of current data → All fields.100##-BASE Description: Baseline Gr. All rights reserved. Choose Evaluation → Save project version . description Baseline Gr. 2006/Q2 .100## Save your project version.##. a) Choose Logistics → Project System → Project → Information System → Structures → Structure Overview.100## (optional: flag for MTA is set). On the following screen enter your project K.100## and remove any other default values. 1..100##-BASE. Save the project version 152 © 2006 SAP AG. Create a project version using the Project Information System. Optional: Create a project version using TC: CN72. and version group K.

PLM322 Lesson: Baseline Project Version Lesson Summary You should now be able to: • Create a project version 2006/Q2 © 2006 SAP AG. All rights reserved. 153 .

All rights reserved. 2006/Q2 .Unit Summary PLM322 Unit Summary You should now be able to: • Release a turnaround project • Release PM orders • Create a project version 154 © 2006 SAP AG.

..... Unit Objectives After completing this unit... resource and material component consumption............. you will be able to: • • • • Enter time confirmations for PM orders Issue project materials. Check actual dates for WBS elements Check completion status for network activities and PM orders Unit Contents Lesson: Execution ...............163 2006/Q2 © 2006 SAP AG.......... as well as cost and revenue postings to the PM orders and the project...... 155 .............Unit 6 Execution Unit Overview This unit explains how to apply actual dates........... All rights reserved..................156 Exercise 10: Execution ...........................

for example. This includes withdrawal of the materials required and confirmation of network activities and PM order operations. Lesson Objectives After completing this lesson. 156 © 2006 SAP AG. Check actual dates for WBS elements Check completion status for network activities and PM orders Business Example The activities and processes planned at the beginning of the turnaround project are carried out during the execution phase. Aspects of Execution Actual data is posted to PM orders and the project by business transactions from various components of the SAP system. 2006/Q2 . This includes withdrawal of the materials required and confirmation of network activities and PM order operations. you will be able to: • • • • Enter time confirmations for PM orders Issue project materials. This includes. entering the actual dates for starting and finishing work packages.Unit 6: Execution PLM322 Lesson: Execution Lesson Overview This lesson explains the execution phase in the turnaround project. All rights reserved.

2006/Q2 © 2006 SAP AG. invoices are created and unplanned variances are documented. Processes for procuring materials and services are triggered and the documents that result from this are assigned to project structures. 157 . Where appropriate.PLM322 Lesson: Execution Figure 77: Aspects of Execution The activities carried out by the employees in your company are documented using confirmations. All rights reserved.

There are three different ways to confirm the time required for work on a maintenance order: • • • Collective entry by direct entry or using an operation list Overall completion confirmation: Times. and so on) and the effects of the damage on the asset's condition are recorded in the technical confirmation. the technical findings (damage. 158 © 2006 SAP AG. Next to time confirmations. measurement values. the order itself is assigned the status CNF (finally confirmed). and so on. the actual time required is confirmed. Once completion confirmations for operations/sub-operations in a maintenance order have been entered. activities. the system automatically assigns the status PCNF (partially confirmed) to these operations/sub-operations. if no setting has been made in Customizing that a final completion confirmation should be proposed automatically. repairs performed. All rights reserved. 2006/Q2 . on a collective screen Entry using the cross-application time sheet (CATS) You can enter partial confirmations so that you can monitor the project more accurately. cause of damage. set the status to technical completion (TECO).Unit 6: Execution PLM322 PM orders: Confirmations and Material Withdrawal Figure 78: PM Order Confirmation After the work planned in PM order operations has been completed. As soon as all the operations or sub-operations in a maintenance order have been completely confirmed. If you want to mark a PM order as finished from a maintenance point of view.

you can set actual dates in the same way in the project planing board. All rights reserved. In the execution phase.PLM322 Lesson: Execution You can compare the actual dates with the dates originally planned. you entered basic dates for WBS elements by creating graphical time bars in the project planning board. 2006/Q2 © 2006 SAP AG. Figure 79: Material Withdrawal The execution phase involves the withdrawal of spare parts from the warehouse. The status Partially Released or Released must be set before you can enter actual start and actual end dates for WBS elements. There are two types of withdrawal: • • Planned withdrawal of stock material Unplanned withdrawal of stock material Project: Actual Dates and Confirmations During the planning phase. Maintenance technicians withdraw materials from the warehouse to perform maintenance tasks. for example. The PM order list (IW38) and operation list (IW37) can be used to review the completion status for the PM orders and operations. 159 .

Unit 6: Execution PLM322 Figure 80: Actual Dates for WBS Elements To monitor dates in the project. and enable you to make forecasts as to how the project will progress. that is. Figure 81: Confirmation Options Confirmations document the processing status of activities and activity elements in a network. You can use the project planning board or structure information system for analysis purposes. All rights reserved. such 160 © 2006 SAP AG. you compare the basic dates with the actual dates. Various functions are carried out automatically by means of confirmations. you compare the planned dates with the actual dates or forecasted completion dates. 2006/Q2 .

actual labor and. You can create confirmations in the following ways: • • • • • • • • Individually for each network. changing the activity status. or individual capacity As a collective confirmation Using the structure information system (by selecting activities. and accessing individual or collective confirmation) From the Project Information System. You can review the completion status for the project. the network activities. and the PM orders in the Project Information System.PLM322 Lesson: Execution as posting actual costs. you can send a confirmation workflow to another user or to an organizational unit Using the Cross-Application Time Sheet (CATS) Via the Internet (by creating an individual confirmation. 2006/Q2 © 2006 SAP AG. if necessary. 161 . The figure above depicts different methods for entering confirmations. All rights reserved. activity element. actual dates. or entering time data in the time sheet) Using a handheld device and the open PS interface Via the PDC interface Hint: You can also create project versions to document the state of the turnaround project during and after execution. activity.

All rights reserved. 2006/Q2 .Unit 6: Execution 162 PLM322 © 2006 SAP AG.

Task 1: Time confirmation for PM orders 1. 2 pc) to the same maintenance work order.PLM322 Lesson: Execution Exercise 10: Execution Exercise Objectives After completing this exercise. 163 . All rights reserved. Enter final time confirmations for PM order operations 10 and 20 for your order with short text Shutdown: Preparations Gr. Choose movement type 261. plant 1000 and storage location 0001. This includes the withdrawal of the materials required and the time confirmation of PM order operations and network activities. 2006/Q2 Review which operations and activities have been finally confirmed using the Project Information System. © 2006 SAP AG. Task 2: Perform unplanned material withdrawal 1.## using the collective time confirmation. Post an unplanned goods issue for material 401-400 (for example. you will be able to: • Enter time confirmations for the PM orders assigned to the project • Post an unplanned goods issue to a maintenance work order • Check completion status for network activities and PM orders Business Example The activities and processes planned at the beginning of the turnaround project are carried out during the execution phase. Task 3: Check completion status for network activities and PM orders 1.

All rights reserved. On tab Where set movement type 261. Hint: Make sure that the OK indicator is set. Press Enter. Go to the Material tab and enter material number 401-400. 2006/Q2 . Select Goods issue and Other at the top of the screen.## using the collective time confirmation. Hint: Remember that the material and the capacity situation can influence the order release depending on your Customizing settings. Choose movement type 261. a) Choose Logistics → Plant Maintenance → Maintenance Processing → Order → Order List → Change (TC: IW38). and storage location 0001. Make sure that the final confirmation indicator is set. Task 2: Perform unplanned material withdrawal 1. Press Select All and All Actual data. 2 pc. assign the PM order number. for example. Select order with short text Shutdown: Preparations Gr. Remove all default dates enter your revision number Z00000## and press Execute. plant 1000. Select order operations 10 and 20 and choose Operation → Collective Confirmationfrom the menu . On tab Quantity enter. Press Select all and Release Order. Continued on next page 164 © 2006 SAP AG. Post an unplanned goods issue for material 401-400 (for example. a) Choose Logistics → Materials Management → Inventory Management → Goods Movement → Goods Issue (TC: MIGO).## and press Operations. Use order status In process as selection criteria. 2 pc) to the same maintenance work order.Unit 6: Execution PLM322 Solution 10: Execution Task 1: Time confirmation for PM orders 1. and press Post. plant 1000 and storage location 0001. Enter final time confirmations for PM order operations 10 and 20 for your order with short text Shutdown: Preparations Gr.

remove any other default values. to add fields. and press Execute. a) Choose Logistics → Project System → Information System → Structures → Enhanced Individual Overviews → Activities/Elements (TC: CN47)..PLM322 Lesson: Execution Task 3: Check completion status for network activities and PM orders 1. All rights reserved. 2006/Q2 © 2006 SAP AG. 165 . Review which operations and activities have been finally confirmed using the Project Information System.. Enter project number K.100##. Press Choose fields . for example. Status.

All rights reserved. 2006/Q2 .Unit 6: Execution PLM322 Lesson Summary You should now be able to: • Enter time confirmations for PM orders • Issue project materials. • Check actual dates for WBS elements • Check completion status for network activities and PM orders 166 © 2006 SAP AG.

All rights reserved.PLM322 Unit Summary Unit Summary You should now be able to: • Enter time confirmations for PM orders • Issue project materials. • Check actual dates for WBS elements • Check completion status for network activities and PM orders 2006/Q2 © 2006 SAP AG. 167 .

2006/Q2 . All rights reserved.Unit Summary 168 PLM322 © 2006 SAP AG.

.................173 Lesson: Rescheduling a Project at the Appropriate Level...Unit 7 Reaction to Changes Unit Overview This unit explains how to involve new tasks e................... 169 ... Unit Objectives After completing this unit... All rights reserved..... Create another project version having adjusted the project according to the new requirements.... you need to reschedule the whole project and adjust your capacity planning....185 Exercise 13: Leveling Capacities for Additional Work .......178 Exercise 12: Rescheduling a project at an appropriate level .... Furthermore.g...... you will be able to: • • • • • • • Identify new work Attach new work Reschedule projects at an appropriate level Adjust the project elements and PM orders according to the new situation Evaluate capacities according to additional work Level capacities according to additional work Create project versions Unit Contents Lesson: Identifying and Attaching Emergent Work .... emergent work within your Shutdown / Turnaround Project.189 2006/Q2 © 2006 SAP AG..181 Lesson: Leveling Capacities for Additional Work .........................170 Exercise 11: Identifying and Attaching Emergent Work ............

you will be able to: • • Identify new work Attach new work Business Example During your turnaround project. material. 2006/Q2 . parts not available) New work Reprioritized work Reassigned work Changes to crew capacities (for example. Identify and Attach Emergent Work During the execution phase of your Turnaround Project you need to identify and attach emergent work for various reasons. including: • • • • • • • 170 Revised estimates for work/duration/crew size Delays in work (for example. Lesson Objectives After completing this lesson. capacities. You need to identify the emergent work and integrate it in your project. and scheduling arise. reduce outage by two days) © 2006 SAP AG. All rights reserved. sick leave) Market realities (for example.Unit 7: Reaction to Changes PLM322 Lesson: Identifying and Attaching Emergent Work Lesson Overview This lesson explains how to identify and attach emergent work to a project due to changes during the execution phase of a turnaround Project. new tasks involving costs.

When dealing with emergent work during execution. you only have to create new PM orders. and PM orders to map the changes of your turnaround project. the planned schedule. the availability of materials and capacities. All rights reserved.PLM322 Lesson: Identifying and Attaching Emergent Work Figure 82: Information Systems Hint: You can use a number of information systems to evaluate important key figures for the turnaround project. 171 . you need to consider the type of work. It might also be necessary to adjust the budget situation of the project. You can also monitor your turnaround project using the project planning board. networks. 2006/Q2 © 2006 SAP AG. and the criticality of tasks and the cost involved. However. You can use WBS elements. if you only have to alter your project slightly in terms of having to attach new work.

172 © 2006 SAP AG. 2006/Q2 . All rights reserved. you can assign maintenance orders to WBS elements. According to the new requirements.Unit 7: Reaction to Changes PLM322 Figure 83: Assignment of New Orders As you already know. you can assign your new orders to your shutdown / turnaround project.

Create the relationships via the operation detail. Create a new PM order for functional location 00-KGV-1. 2. assign network activity 10 of your network.PLM322 Lesson: Identifying and Attaching Emergent Work Exercise 11: Identifying and Attaching Emergent Work Exercise Objectives After completing this exercise. Task: Create a new work order for additional labor required for the project. 173 . On the Additional Data tab. Create relationships between PM order operations 1. 3. Assign emergent PM orders to your turnaround project. Save your order. Continued on next page 2006/Q2 © 2006 SAP AG. Generate a relationship with type FS (Finish to Start) between the operation of the newly created PM work order and the last operation of the PM order already assigned to network activity 10. Additional labor is required for your project. Choose Order Type PM01 Enter Functional Location 00-KGV-1 Enter Priority High Enter Short Text in the order header Emergent Remove debris Enter revision Z00000##. short text Check and as work 1 hour. In operation 20 enter work center Mechanik. you will be able to: • Create a new work order for additional labor required for the project • Assign emergent PM orders to your turnaround project • Create relationships between PM order operations Business Example Additional unplanned work needs to be carried out in order to complete the project. short text Emergent Remove Debris and as work 10 hours. All rights reserved. In operation 10 enter work center PF-##.

PLM322 Generate the missing relationships in the superior order as well as for the emergent work order. All rights reserved. Display the new network structure and save your order.Unit 7: Reaction to Changes 4. 174 © 2006 SAP AG. 2006/Q2 .

assign network and activity number. Save your order.000 EUR for WBS element K. Resolve the problem by creating a supplement of 10. short text Emergent Remove Debris and as work 10 hours. a) Go to tab Additional Data. In operation 10 enter work center PF-##.100##. 175 . Hint: If you encounter a error message regarding the budget situation while saving the order. Choose Order Type PM01 Enter Functional Location 00-KGV-1 Enter Priority High Enter Short Text in the order header Emergent Remove debris Enter revision Z00000##. In operation 20 enter work center Mechanik. 3. Continued on next page 2006/Q2 © 2006 SAP AG.PLM322 Lesson: Identifying and Attaching Emergent Work Solution 11: Identifying and Attaching Emergent Work Task: Create a new work order for additional labor required for the project. Create relationships between PM order operations 1. assign network activity 10 of your network.01 (TC: CJ36). short text Check and as work 1 hour. Create a new PM order for functional location 00-KGV-1. On the Additional Data tab. Additional labor is required for your project. see the cost log by choosing Goto → Logs → Cost Determination. Choose Logistics → Plant Maintenance → Maintenance Processing → Order → Create and enter the relevant data. Assign emergent PM orders to your turnaround project. Generate a relationship with type FS (Finish to Start) between the operation of the newly created PM work order and the last operation of the PM order already assigned to network activity 10. a) 2. All rights reserved. press Enter and confirm all dialog boxes regarding the assignment.01.

Generate the missing relationships in the superior order as well as for the emergent work order. All rights reserved.Unit 7: Reaction to Changes PLM322 Create the relationships via the operation detail. 4. 176 © 2006 SAP AG. a) Choose SAP Menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change. Choose tab Relationships and enter the order number and operation number 100 Hint: You can select the order number using revision number Z00000## and description Preparations*Gr. Go to the operations list and double-click on operation 0010. 2006/Q2 . Enter the order number.##. press Enter and choose Order → Functions → Dates → Generate relationships. Enter the order number of your newly created order and press Enter. Display the new network structure by choosing Goto → Graphic → Network structure. a) Choose SAP Menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change. Display the new network structure and save your order. Repeat the same for the emergent work order.

All rights reserved.PLM322 Lesson: Identifying and Attaching Emergent Work Lesson Summary You should now be able to: • Identify new work • Attach new work 2006/Q2 © 2006 SAP AG. 177 .

Rescheduling a Project at the Appropriate Level There are various reasons for having to manage emergent work. and these influence the schedule of the turnaround project: • • • • • • • 178 Revised estimates for work/duration/crew size Delays in work (for example. Lesson Objectives After completing this lesson. reduce outage by two days) © 2006 SAP AG.Unit 7: Reaction to Changes PLM322 Lesson: Rescheduling a Project at the Appropriate Level Lesson Overview During the course of the project. additional unplanned work needs to be carried out in order to complete the project. this lessons explains how to reschedule the WBS. networks. parts not available) New work Reprioritized work Reassigned work Changes to crew capacities (for example. 2006/Q2 . All rights reserved. sick) Market realities (for example. Having identified and attached the emergent work. you will be able to: • • Reschedule projects at an appropriate level Adjust the project elements and PM orders according to the new situation Business Example You have identified and attached the emergent work for your turnaround project. and PM orders according to the new situation. You now need to reschedule the project at an appropriate level.

© 2006 SAP AG. Evaluate floats of activities and operations. All rights reserved. 179 . Schedule orders from the project planning board. Establish links between orders. Perform overall network scheduling.PLM322 Lesson: Rescheduling a Project at the Appropriate Level Figure 84: Scheduling Use the following methods to reschedule your turnaround project: • • • • • 2006/Q2 Schedule the entire project.

2006/Q2 . All rights reserved.Unit 7: Reaction to Changes 180 PLM322 © 2006 SAP AG.

Extend the duration of network activity 10 by dragging and dropping. Adjust the dates in the project planning board and reschedule your project using the predefined bottom-up scenario to resolve the situation. Click No when system asks “Do you want to save user specific data?” 2006/Q2 © 2006 SAP AG. Task: Reschedule project at the appropriate level and adjust the project elements and PM orders according to the new situation 1. you will be able to: • Reschedule projects at an appropriate level • Adjust the project elements and PM orders according to the new situation Business Example You have identified and attached the emergent work for your turnaround project. Save project. You must now reschedule the project at an appropriate level according to the new requirements. 181 . so that these requirements can be met. 2. Therefore carry out the following steps: Display the scheduled dates for the order operations for the emergent PM order with short text Emergent Remove Debris in the project planning board.PLM322 Lesson: Rescheduling a Project at the Appropriate Level Exercise 12: Rescheduling a project at an appropriate level Exercise Objectives After completing this exercise. Carry out scheduling using 1 Bottom-up scenario (predefined). All rights reserved. Reschedule the entire project using the predefined bottom-up scenario. Schedule PM order which was created in lesson Identify and attach emergent work (Short text: Emergent Remove Debris).

Adjust the dates in the project planning board and reschedule your project using the predefined bottom-up scenario to resolve the situation. a) Choose Logistics → Plant Maintenance → Maintenance Processing → Order → Change Enter order number. so that these requirements can be met. Press Schedule. All rights reserved. Extend the duration of network activity 10 by dragging and dropping. Continued on next page 182 © 2006 SAP AG.Unit 7: Reaction to Changes PLM322 Solution 12: Rescheduling a project at an appropriate level Task: Reschedule project at the appropriate level and adjust the project elements and PM orders according to the new situation 1. Schedule PM order which was created in lesson Identify and attach emergent work (Short text: Emergent Remove Debris). Therefore carry out the following steps: Display the scheduled dates for the order operations for the emergent PM order with short text Emergent Remove Debris in the project planning board. press Enter and click on button Show further scheduling data. If necessary. 2006/Q2 . 2. Reschedule the entire project using the predefined bottom-up scenario. The system results with the message Scheduling carried out if the project has no problem” If not. you will get the message Scheduling carried out (see log). Carry out scheduling using 1 Bottom-up scenario (predefined). display the log by choosing Goto→ Logs→ Scheduling and analyze the situation.

Double-click on the order number of your PM order with short text: Emergent Remove Debris) and go to tab strip Operations to display the scheduled dates for the order operations.PLM322 Lesson: Rescheduling a Project at the Appropriate Level Save project. The finish date of network activity lies 2 work days after the earliest scheduled finish (execution date) of the last PM order operation c) Reschedule the entire project using the predefined bottom-up scenario Press button Options . or choose Settings→ Options. 183 . Display Network activties and PM orders on the project planning board. Do not set flag with activities and press Enter. All rights reserved. Select option 1 Bottom-up scenario (pre-defined). you will get the message Scheduling carried out (see log).10000 and use planning board profile ZPS000000001 (Shutdown/Turnaround). b) Extend the duration of network activity 10 by dragging and dropping so that these requirements can be met. Enter project K.. Click No when system asks “Do you want to save user specific data?” a) Choose Logistics → Project System → Project → Project Planning Board → Change Project. 2006/Q2 © 2006 SAP AG.. The system results with the message Scheduling carried out if the project has no problem” If not. press Copy and press Schedule on the planning board.

All rights reserved. 2006/Q2 .Unit 7: Reaction to Changes PLM322 Lesson Summary You should now be able to: • Reschedule projects at an appropriate level • Adjust the project elements and PM orders according to the new situation 184 © 2006 SAP AG.

If necessary. This lessons explains how to evaluate and level capacities according to the new requirements. Capacity Evaluation and Capacity Leveling Use the following methods to level capacities according to the additional work in your turnaround project: • • • • 2006/Q2 Evaluate capacities by work center Evaluate capacities by project Level capacities using the graphical planning board and the tabular planning board Maintain relevant Customizing settings regarding capacity planning © 2006 SAP AG. It is crucial that you identify and level overloaded capacities. you will be able to: • • • Evaluate capacities according to additional work Level capacities according to additional work Create project versions Business Example You need to evaluate capacities by work center and project according to the new situation. you can then level capacities. Lesson Objectives After completing this lesson. You can also check where you can optimize the capacity situation. 185 .PLM322 Lesson: Leveling Capacities for Additional Work Lesson: Leveling Capacities for Additional Work Lesson Overview Additional unplanned work needs to be carried out in order to complete the project. All rights reserved.

All rights reserved. Having identified and attached the emergent work and rescheduled the turnaround project at an appropriate level. requirements can be compared with the available capacity. This way it is possible to leverage the suitable resources or to plan optimal scheduling with sort criteria. orders can be moved out in time to avoid overloading. 2006/Q2 . you next need to carry out the following steps: • • • 186 Perform a capacity evaluation after having identified emergent work Level the capacities considering the new situation due to the emergent work Create project versions as needed © 2006 SAP AG. Capacity leveling enables you to achieve optimal planning and an optimal load. In capacity leveling.Unit 7: Reaction to Changes PLM322 Figure 85: Capacity Planning/Elements The difference between capacity evaluation and capacity leveling can be summarized as follows: In capacity evaluation. Capacity evaluation provides an overview of the load and requirements for maintenance.

Create a new project version to document the current status of the turnaround project. 5. Review project schedule. 187 . 4. 2006/Q2 Identify emergent work. Level the capacities involved in the turnaround project. Allocate (deallocate) all PM orders to (from) the turnaround project. All rights reserved.PLM322 Lesson: Leveling Capacities for Additional Work Reaction to Changes: Summary The following checklist summarizes the various steps for reaction to changes during the execution phase of a turnaround project: 1. Evaluate the capacities involved in the turnaround project. Reschedule turnaround project. including PM orders. © 2006 SAP AG. 6. 2. 3. 7.

All rights reserved.Unit 7: Reaction to Changes 188 PLM322 © 2006 SAP AG. 2006/Q2 .

you now need to evaluate and level capacities according to the new requirements. Use capacity planner group T## and plant 1000 as selection criteria. Enter the following data for your project version. Version key: K. Having performed capacity leveling for your emergent work. 4. 2. attached and rescheduled the emergent work. Having identified. All rights reserved. 1. you create a project version using the Project Information System. Check capacity load again.PLM322 Lesson: Leveling Capacities for Additional Work Exercise 13: Leveling Capacities for Additional Work Exercise Objectives After completing this exercise. you decide to rise the number of individual capacities for the interval of capacity overload for work centers PF-## and TW-##. you will be able to: • Evaluate capacities according to additional work • Level capacities according to additional work • Create project versions Business Example Additional unplanned work needs to be carried out in order to complete the project. Choose the overall profile ZAPPMG003 Enter work center PF-## and TW-## (use multiple selection) for plant 1000 and filter by your revision number Z00000##. 3. In order to resolve the situation of capacity overload. Task: Evaluate and level the capacities according to the new requirements of the project. Dispatch all your work orders and save your settings. 5. Create a project version to document the current state of the project. Check the capacity load for your project using the capacity evaluation report. Release all your emergent work orders. Level the capacity and dispatch the work orders using the planning table (graphical form). Adjust the number of capacities so that there is no more capacity overload. 189 .100##-EW01 Continued on next page 2006/Q2 © 2006 SAP AG.

## Version group: K. 190 © 2006 SAP AG.100## Save your project version. 2006/Q2 . All rights reserved.Unit 7: Reaction to Changes PLM322 Description: Emergent Work 01 Gr.

go to exercise 2. Enter the beginning of the overload period using the valid from date and the end of the overload period using the valid to date. Create a project version to document the current state of the project. 191 . Check capacity load again. Use capacity planner group T## and plant 1000 as selection criteria. 2. if not you can carry on with exercise 3. 1. Adjust the number of capacities so that there is no more capacity overload. Continued on next page 2006/Q2 © 2006 SAP AG. Level the capacity and dispatch the work orders using the planning table (graphical form). Check the capacity load for your project using the capacity evaluation report.PLM322 Lesson: Leveling Capacities for Additional Work Solution 13: Leveling Capacities for Additional Work Task: Evaluate and level the capacities according to the new requirements of the project. On the capacity header click Intervals and button Insert to add a new interval. Use the capacity planner group T## and plant 1000 as selection criteria and press Enter. All rights reserved. Hint: If there is a capacity overload. you decide to rise the number of individual capacities for the interval of capacity overload for work centers PF-## and TW-##. Check the new capacity situation (TC: CM01 see above). b) 3. In order to resolve the situation of capacity overload. Choose the overall profile ZAPPMG003 Enter work center PF-## and TW-## (use multiple selection) for plant 1000 and filter by your revision number Z00000##. Under Default shift values extend the number of individual capacities according to the current capacity overload (rising the number of capacities to 3 should be sufficient. a) Choose Logistics → Plant Maintenance → Maintenance Processing → Capacity Requirements Planning →Evaluation → Work Center View → Load. a) Enter transaction code IR02 and resolve the capacity overload of work center PF-## by adding a second (if necessary third) pipe fitter for the overload period using an interval of capacity.

Release all your emergent work orders. you create a project version using the Project Information System. Enter work center PF-## and TW-## (use multiple selection) for plant 1000 and filter by your revision number Z00000## >> click therefore button Filter and button Continue. Having performed capacity leveling for your emergent work.100##-EW01 Description: Emergent Work 01 Gr. you will received a message in the status bar You should look in the planning log. Save your settings.Unit 7: Reaction to Changes PLM322 Dispatch all your work orders and save your settings. 4. Click the dispatch button.## Version group: K. 5. Enter the following data for your project version. “You are trying to use a function for a mixed selection. Dispatch all your work orders. a) Choose Logistics → Plant Maintenance → Maintenance Processing → Capacity Requirements Planning → Leveling → Variable. If not all selected operations are dispatched. Hint: You might get a dialog box stating. Select one operation of an PM order and choose Edit → Select → Chart from the menu to select all your work orders. Choose the overall profile ZAPPMG003 from the drop-down list and click continue. a) Choose Logistics → Plant Maintenance → Maintenance Processing → Order → Change Press button Release. All rights reserved. Version key: K.” Click on button Graphics objs. 2006/Q2 .100## Continued on next page 192 © 2006 SAP AG.

. On the following screen enter your project K. Enter PS Info profile 000000000001 and press Enter.. Hint: Depending on your system settings you might have to choose the menu option Edit → Scope of current data → All fields. a) Choose Logistics → Project System → Project → Information System → Structures → Structure Overview..100## and remove any other default values. Save the project version using the data above (optional: flag for MTA is set). Choose Evaluation → Save project version . Save project version. All rights reserved.PLM322 Lesson: Leveling Capacities for Additional Work Save your project version. 2006/Q2 © 2006 SAP AG. 193 .

2006/Q2 . All rights reserved.Unit 7: Reaction to Changes PLM322 Lesson Summary You should now be able to: • Evaluate capacities according to additional work • Level capacities according to additional work • Create project versions 194 © 2006 SAP AG.

PLM322 Unit Summary Unit Summary You should now be able to: • Identify new work • Attach new work • Reschedule projects at an appropriate level • Adjust the project elements and PM orders according to the new situation • Evaluate capacities according to additional work • Level capacities according to additional work • Create project versions 2006/Q2 © 2006 SAP AG. All rights reserved. 195 .

All rights reserved. 2006/Q2 .Unit Summary 196 PLM322 © 2006 SAP AG.

.....Unit 8 Completion and Analysis Unit Overview This unit explains how to complete all relevant objects of your Shutdown / Turnaround Project from a technical point of view............. 211 Exercise 15: Project Analysis (Dates/Costs)........................198 Exercise 14: Completion .............. 197 ............... Unit Objectives After completing this unit............... All rights reserved...... Create a final project version to document the final state of your project..........................215 2006/Q2 © 2006 SAP AG........................ you will be able to: • • • • • • • Enter time confirmations for PM orders Technically complete all turnaround project objects Check completion status for network activities and PM orders Create project versions after technical completion Display costing and budgeting reports Display project components overview Compare project versions Unit Contents Lesson: Completion .......................... It also describes various options how to satisfy the various needs for information analysis and reporting requirements of your company......205 Lesson: Project Analysis ( Dates / Costs) ......

You also want to set all turnaround project objects to technically completed to document that the measures involved have been completed from a technical point of view. Lesson Objectives After completing this lesson. you will be able to: • • • • Enter time confirmations for PM orders Technically complete all turnaround project objects Check completion status for network activities and PM orders Create project versions after technical completion Business Example After the work has been completed. Time Confirmation for PM orders and Project Objects Plant Maintenance: After the work planned in order operations has been completed. 2006/Q2 . All rights reserved. as well as how to set the PM orders and the project-related objects as technically completed.Unit 8: Completion and Analysis PLM322 Lesson: Completion Lesson Overview This lesson explains how to enter time confirmations for the turnaround project. the actual time required is confirmed. you need to enter the actual time required in the system using time confirmations. 198 © 2006 SAP AG. A project version documents the status of the turnaround project after the technical completion.

PLM322 Lesson: Completion Figure 86: Order Confirmation: Times and Activities The different ways to confirm the time required for work on a maintenance order can be summarized as follows: • • • Collective entry by direct entry or by using an operation list Overall completion confirmation: Times. activities. and so on. measurement values. cause of damage. Hint: The technical findings (damage. on a collective screen Entry using the Cross-Application Time Sheet (CATS) Make sure that all PM order operations are completely confirmed (status PCNF). repairs performed. and so on) and the effects of the damage on the asset's condition are recorded in the technical confirmation. 2006/Q2 © 2006 SAP AG. As soon as all the operations or sub-operations in a maintenance order have been completely confirmed. 199 . All rights reserved. the order itself is assigned the status CNF fFinally confirmed).

Unit 8: Completion and Analysis PLM322 Figure 87: Confirmation Options Project System: Confirmations document the processing status of activities and activity elements in a network. such as posting actual costs. and enable you to make forecasts as to how the project will progress. The figure above shows different methods for entering confirmations. if necessary. changing the activity status. 200 © 2006 SAP AG. actual dates. actual labor and. 2006/Q2 . All rights reserved. Various functions are carried out automatically by means of confirmations.

3. or to an organizational unit. Technical Completion of Turnaround Project Objects Set all turnaround project objects to technically completed (TECO) to document that the measures involved have been completed from a technical point of view. Using the Cross-Application Time Sheet (CATS) Via the Internet (by creating an individual confirmation. You compare the basic dates with the actual dates for WBS elements. 201 . All rights reserved. You can use the project planning board or structure information system for analysis purposes. 2. © 2006 SAP AG. you compare the planned dates with the actual dates or forecasted completion dates. and accessing individual or collective confirmation). you can also monitor dates in the project for WBS elements. that is. activity element. you can send a confirmation workflow to another user.PLM322 Lesson: Completion You can create confirmations in the following ways: • • • • • • • • Individually for each network. or entering time data in the time sheet) Using a handheld device and the open PS interface Via the PDC interface Hint: Apart from checking planned/actual dates for networks. Use the following steps to technically complete the various turnaround project objects: 1. activity. Technically complete WBS elements. From the information system. 2006/Q2 Technically complete PM orders. Technically complete networks. or individual capacity As a collective confirmation Using the structure information system (by selecting activities.

In other words. All the purchase requisitions for which there are no purchase orders that still exist for the maintenance order are marked with a deletion flag. All open reservations and capacities that still exist for the maintenance order are closed. The deletion flag can be set. 202 © 2006 SAP AG. This depends on what periods are assigned to the order in the Plant Maintenance Information System (PMIS). All rights reserved.Unit 8: Completion and Analysis PLM322 Figure 88: Maintenance Order: Technical Completion The maintenance order obtains the status TECO (technically completed). the maintenance work required for this order has been completed. it is created automatically by the system. confirmations and invoice receipts can still be entered. You can still change the settlement rule. The maintenance order can then only be changed online as follows: • • • • It can be locked or unlocked. If you have not maintained a settlement rule for the maintenance order. A reference date and time must be entered during the technical completion. the system directs you to where the settlement rule can be maintained. If this is not possible because data is missing. Outstanding goods movements. 2006/Q2 .

You can cancel the status in individual activities or in all activities. You use this status for networks. activities. The status TECO can be set back to Released Hint: If you cancel the Technically completed status in the network header. If it is set in an activity. All rights reserved. 2006/Q2 © 2006 SAP AG. The following list summarizes a number of important aspects regarding TECO for the turnaround project: • • • • Sets a deletion flag for the material components Removes capacity requirements. the status is not automatically canceled in the activities and activity elements.PLM322 Lesson: Completion Figure 89: Network Tasks The network obtains the status TECO (technically completed). and activity elements that are completed from a technical (logistics) point of view. 203 . If the status is set in a network header. if any exist. provided a final confirmation has not been made Deletes purchase requisitions and requirements for material components. you cannot change activity data. you cannot change the header data or create new activities.

However. you can create new subordinate WBS elements (with a warning). but where you still expect costs to accrue In status Technically completed. Hint: If you cancel the status Technically completed. The status allows you to: • • Assign networks and PM orders to the WBS element Post and transfer actual costs You can cancel the Technically completed status. the system automatically cancels this status in the superior WBS element. the system does not cancel the status in subordinate WBS elements. In this case the system sets the Released status. 2006/Q2 .Unit 8: Completion and Analysis PLM322 Figure 90: Tasks of the Work Breakdown Structure You use this status for WBS elements that are completed from a technical point of view. All rights reserved. 204 © 2006 SAP AG. The status is passed on to subordinate WBS elements.

Optional: Check the status of the network activities and PM order operations for your project K. 205 .01. Task 1: PM Orders and Network Activities Confirmations 1.01 using the project planning board. Save your project. you need to enter the actual time required in the system using time confirmations. Optional: Enter actual dates for all WBS elements of the Turnaround Project using the Project Planning Board (TC: CJ2B) Task 2: Technical Completion of all Turnaround Project Objects 1.100##. Technically complete PM orders Technically complete the finally confirmed PM orders using the PM order list.PLM322 Lesson: Completion Exercise 14: Completion Exercise Objectives After completing this exercise. 2. Continued on next page 2006/Q2 © 2006 SAP AG. All rights reserved. Technically complete WBS / Networks: Technically complete WBS element K. you will be able to: • Enter time confirmations for PM orders • Technically complete all turnaround project objects • Check completion status for network activities and PM orders • Create project versions after technical completion Business Example After the work has been completed. Enter final time confirmations for all your PM order operation and network activities using the Project Information System 2. You also want to set all turnaround project objects to technically completed to document that the measures involved have been completed from a technical point of view.100##. Task 3: Check completion status for network activities and PM orders 1.

Version key: K. All rights reserved.## Version group: K. Create a project version using the Project Information System. 206 © 2006 SAP AG.100##-TECO Description: TECO Gr. Enter the following data for your project version.Unit 8: Completion and Analysis PLM322 Task 4: Create Project Version after Technical Completion 1.100## Save your project version. 2006/Q2 .

Status exclusive CNF. Make sure that the final confirmation indicator is set automatically (change relevant customizing setting if necessary) and press Save. if necessary. Time confirmation >> PM order operations: Once you are on the collective entry screen.. Continued on next page 2006/Q2 © 2006 SAP AG. for example. Make sure that the final confirmation indicator is set and press Save.. Select all orders with status Outstanding and In Progress.. All rights reserved. Enter your project number K. Time confirmation >> network activities: Enter the relevant work centers (PF-## and TW-##)and change the actual dates if necessary. press Select all and Propose all actual data.. button. Change the work for each network activity to 0 hours. 207 . Otherwise you might have double time confirmations (for PM order operations and network activities). TC:IW38..100## and press Execute. Enter final time confirmations for all your PM order operation and network activities using the Project Information System a) Choose Logistics → Project System → Information System → Structures → Enhanced Individual Overview → Activities/Elements. To finally confirm all network activities and PM order operations choose Extras/environment → Confirm → Collective Confirmation. linked to revision Z0000000 Display the system status for WBS elements and network activities within the Project Planning Board (TC: CJ2B) by choosing the Field selection .PLM322 Lesson: Completion Solution 14: Completion Task 1: PM Orders and Network Activities Confirmations 1. Hint: Optional: Check the status of the Turnaround objects. Display the field Status using button Choose Fields .

Save your project. All rights reserved.100##. Do not set flag with activities and press Enter.100##. Do not set flag with activities and press Enter. a) Choose Logistics → Project System → Project → Project Planning Board → Change Project (TC: CJ2B). Technically complete WBS / Networks: Technically complete WBS element K.01. Press button Set of Dates/View to choose the option Actual Dates. Continued on next page 208 © 2006 SAP AG. 2. PLM322 Optional: Enter actual dates for all WBS elements of the Turnaround Project using the Project Planning Board (TC: CJ2B) a) Choose Logistics → Project System → Project → Project Planning Board → Change Project (TC: CJ2B) Enter project K.01.100## and use planning board profile ZPS000000001 (Shutdown/Turnaround).01 and choose Edit → Status → Complete Technically Note: The subordinate WBS elements and network activities have also inherited the system status TECO. a) Choose Logistics → Plant Maintenance → Maintenance Processing → Order → Order List → Change (TC: IW38). Task 2: Technical Completion of all Turnaround Project Objects 1. Select WBS element K.Unit 8: Completion and Analysis 2. Enter project K. 2006/Q2 .100## and use planning board profile ZPS000000001 (Shutdown/Turnaround). Enter actual dates for the WBS elements. TC: IW38 Select all orders assigned to the project (inked to revision Z0000000) that are not yet technically completed and press button Complete (Technically).01 using the project planning board. Technically complete PM orders Technically complete the finally confirmed PM orders using the PM order list.

All rights reserved.100##-TECO Description: TECO Gr. Version key: K. Save project version. Display the field Status using button Choose Fields .100## Save your project version. a) Choose Logistics → Project System → Information System → Structures → Enhanced Individual Overview → Activities/Elements.PLM322 Lesson: Completion Task 3: Check completion status for network activities and PM orders 1.## Version group: K. 209 .## and version group K. Save the project version using version key K.. 2006/Q2 © 2006 SAP AG.100##.100## and remove any other default values.100##-TECO. Hint: Depending on your system settings you might have to choose the menu option Edit → Scope of current data → All fields. Create a project version using the Project Information System. Task 4: Create Project Version after Technical Completion 1. if necessary.. On the following screen enter your project K. Enter the following data for your project version. Optional: Check the status of the network activities and PM order operations for your project K.100## (optional: flag for MTA is set)..100## and press Execute.. Choose Evaluation → Save project version . Enter your project number K... description TECO Gr. a) Choose Logistics → Project System → Project → Information System → Structures → Structure Overview Enter PS Info profile 000000000001 and press Enter.

Unit 8: Completion and Analysis

PLM322

Lesson Summary
You should now be able to:

Enter time confirmations for PM orders

Technically complete all turnaround project objects

Check completion status for network activities and PM orders

Create project versions after technical completion

210

© 2006 SAP AG. All rights reserved.

2006/Q2

PLM322

Lesson: Project Analysis ( Dates / Costs)

Lesson: Project Analysis ( Dates / Costs)
Lesson Overview
This lesson explains how to monitor a turnaround project using the Project
Information System. We will use some examples regarding the budgeting, costing
and project material situation to clarify basic principles and various options for
analyzing and evaluating project data.

Lesson Objectives
After completing this lesson, you will be able to:


Display costing and budgeting reports
Display project components overview
Compare project versions

Business Example
During the course of your turnaround project, a large volume of data is generated
that must be prepared efficiently, transparently, and comprehensively to satisfy
the various information analysis and reporting requirements of the project team
members throughout all phases of the project.

Reporting
You can use the following information systems to evaluate important key figures
for your turnaround project:






2006/Q2

Structure information system
Cost/revenue/payment (Controlling) information system, with hierarchy
reports, cost element reports, and the SAP List Viewer for line items
Capacity analysis
Order report, lists of reservations, purchase requisitions, purchase orders
pertaining to the projects
Stock/requirements overview
Progress analysis, progress tracking
SAP Business Information Warehouse (SAP BW) as part of SAP Netweaver
Business Intelligence

© 2006 SAP AG. All rights reserved.

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Unit 8: Completion and Analysis

PLM322

Figure 91: Information Systems

Hint: You can also use the Maintenance History as well as the Plant
Maintenance Information System (PMIS) to analyze the turnaround
project from maintenance point of view.

212

© 2006 SAP AG. All rights reserved.

2006/Q2

PLM322

Lesson: Project Analysis ( Dates / Costs)

Figure 92: SAP Business Information Warehouse

With SAP BW, you can evaluate data from transactional SAP applications, such as
Project System and Enterprise Asset Management (formerly Plant Maintenance),
as well as from any other business applications and external data sources, such as
databases, online services and the Internet. The descriptions of the data (metadata)
are stored separately from the source in a common metadata repository, which
means that data from a wide range of sources can be combined so that it can be
analyzed further. The Administrator Workbench is responsible for controlling,
monitoring, and maintaining the data procurement processes.

2006/Q2

© 2006 SAP AG. All rights reserved.

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All rights reserved.Unit 8: Completion and Analysis PLM322 214 2006/Q2 © 2006 SAP AG. .

Call up the budget-related hierarchy report called Budget/Actual/Commitment/Rem Plan/Assigned to check the budget situation of your project.PLM322 Lesson: Project Analysis ( Dates / Costs) Exercise 15: Project Analysis (Dates/Costs) Exercise Objectives After completing this exercise. Task 1: Display costing and budgeting reports 1. Project Information System >> Material: Review all components that have been withdrawn for your project K. Call up the plan-based hierarchy report called Plan/Actual/Commitment/Rem. and comprehensively to satisfy the various information analysis and reporting requirements of the project team members throughout all phases of the project. 2006/Q2 Compare your baseline version K. Task 2: Display project components overview 1.1000-BASE with the version you have created after TECO of all objects K. 2. transparently. you will be able to: • Display costing and budgeting reports • Display project components overview • Compare project versions Business Example During the course of your turnaround project. 215 . a large volume of data is generated that has to be prepared efficiently.Plan/Assigned to check the cost situation of your project. Task 3: Compare project versions 1. Add fields Quantity withdrawn andStatus if necessary. All rights reserved. Optional: Perform drilldown according to Valuation Category.1000-TECO using the Project Information System structure overview report © 2006 SAP AG.100##(TC: CN52).

category. Call up the plan-based hierarchy report called Plan/Actual/Commitment/Rem.Plan/Assigned (CN41). Use the graphical report output. Select project K.Plan/Assigned to check the cost situation of your project. Optional: Perform drilldown according to Valuation Category. enter your project number K. 2006/Q2 . Call up the budget-related hierarchy report called Budget/Actual/Commitment/Rem Plan/Assigned to check the budget situation of your project.100##(TC: CN52). Add fields Quantity withdrawn andStatus if necessary. a) Choose Logistics → Project System → Information System → Structures → Enhanced Individual Overviews → Components Choose PS Info Profile 000000000001. 2. Add fields Quantity withdrawn and Status if necessary. Optional: To perform drilldown according to Valuation Category double-click on Val.Unit 8: Completion and Analysis PLM322 Solution 15: Project Analysis (Dates/Costs) Task 1: Display costing and budgeting reports 1.100## using database profile 000000000001. a) Choose Logistics → Project System → Information System → Financials → Costs → Budget-Related → Budget/Actual/Commitment/Rem Plan/Assigned. a) Choose Logistics → Project System → Information System → Financials → Costs → Plan-Based → Hierarchical → Plan/Actual/Commitment/Rem. All rights reserved.100## using database profile 000000000001. and press Execute. Project Information System >> Material: Review all components that have been withdrawn for your project K. Use the graphical report output. Select project K. Continued on next page 216 © 2006 SAP AG. Task 2: Display project components overview 1.100##.

Press Execute. From the menu choose Evaluation → Get profile/variant.1000-TECO. delete all other data except levels 1 to 99 that default into the selection screen.1000-BASE and K. Deselect the current data indicator and select the Version data indicator.1000-TECO using the Project Information System structure overview report a) Choose Logistics → Project System → Information System → Structures → Structure Overview.1000-TECO.1000-BASE and K. There should now be an Origin of data section at the bottom of the selection screen. Set a filter to compare versions. From the menu choose View → Version comparison (lines) → Filter/Exceptions…. In the subprofiles section for the displayed fields enter the profile 000000000002 to compare dates and click continue..1000-BASE with the version you have created after TECO of all objects K. 2006/Q2 © 2006 SAP AG. On the Filter tab select the Additional objects indicator and click continue. Enter your project K.PLM322 Lesson: Project Analysis ( Dates / Costs) Task 3: Compare project versions 1. Compare your baseline version K. You can switch between versions by clicking on these fields. At the very top of the page on the Project Versions line you will see two versions: K.10000. The report will now show the difference between the two versions that you selected to compare. and select your baseline and final version for comparison. Click the button Change DB profile and in the origin section select the Version data indicator and click Continue. 217 . All rights reserved. To the right of field Project version click on the multiple selection button and assign your versions K.

Unit 8: Completion and Analysis PLM322 Lesson Summary You should now be able to: • Display costing and budgeting reports • Display project components overview • Compare project versions 218 © 2006 SAP AG. All rights reserved. 2006/Q2 .

PLM322 Unit Summary Unit Summary You should now be able to: • Enter time confirmations for PM orders • Technically complete all turnaround project objects • Check completion status for network activities and PM orders • Create project versions after technical completion • Display costing and budgeting reports • Display project components overview • Compare project versions 2006/Q2 © 2006 SAP AG. 219 . All rights reserved.

and budget for the project Schedule a project and work orders Plan capacities for a project Release a project and work orders Issue materials and enter time confirmations for a project React to changes during the execution phase of a project Technically complete a project and work orders Analyze a project using the Project Information System © 2006 SAP AG. All rights reserved. costs.Course Summary PLM322 Course Summary You should now be able to: • • • • • • • • • 220 Create a shutdown or turnaround project Plan work. 2006/Q2 .

Glossary Maintenance Order Order for detailed planning and associated documentation of measures during maintenance. 221 . All rights reserved. 2006/Q2 © 2006 SAP AG.

All rights reserved.Glossary 222 PLM322 © 2006 SAP AG. 2006/Q2 .

223 . All rights reserved.Index M maintenance order. 91 2006/Q2 © 2006 SAP AG.

All rights reserved. 2006/Q2 .Index 224 PLM322 © 2006 SAP AG.

2006/Q2 © 2006 SAP AG. 225 . please record them in the appropriate place in the course evaluation. If you have any corrections or suggestions for improvement. All rights reserved.Feedback SAP AG has made every effort in the preparation of this course to ensure the accuracy and completeness of the materials.