PLM220

Project Management – Logistics

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Participant Handbook
Course Version: 2006/Q2
Course Duration: 5 Days
Material Number: 50079191

An SAP course - use it to learn, reference it for work

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Copyright © 2006 SAP AG. All rights reserved.
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About This Handbook
This handbook is intended to complement the instructor-led presentation of this
course, and serve as a source of reference. It is not suitable for self-study.

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2006 / Q2

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© 2006 SAP AG. All rights reserved.

iii

About This Handbook

PLM220

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© 2006 SAP AG. All rights reserved.

2006 / Q2

Contents
Course Overview ......................................................... vii
Course Goals ...........................................................vii
Course Objectives .....................................................vii

Unit 1: Introduction........................................................ 1
Project Structures .......................................................2

Unit 2: Dates .............................................................. 23
Time Scheduling with WBS Elements .............................. 24
Scheduling of Activities and Networks ............................. 28
Actual Dates ........................................................... 59

Unit 3: Capacities ........................................................ 73
Capacities – Overview ............................................... 74
Available Capacity and Capacity Requirements ................. 83
Capacity Analysis ..................................................... 96
Capacity Leveling ....................................................107
Confirmations.........................................................124

Unit 4: External Activities ............................................. 149
External Processing .................................................150
Workflows in the Project System...................................165
Service ................................................................169

Unit 5: Materials ......................................................... 185
Assigning Material Components to Activities.....................186
Material Procurement Processes ..................................215
Requirements Grouping.............................................240
Assemblies, Availability Check and Delivery from Projects ....245

Unit 6: Progress Tracking............................................. 269
Progress Tracking for Material Components .....................270

Unit 7: ProMan........................................................... 291
ProMan ................................................................292

2006 / Q2

© 2006 SAP AG. All rights reserved.

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Contents

vi

PLM220

© 2006 SAP AG. All rights reserved.

2006 / Q2

Target Audience This course is intended for the following audiences: • • • Project managers and engineers Project teams Consultants Course Prerequisites Required Knowledge • • Basic knowledge of project management from a logistics perspective PLM210 or PLM200 Course Goals This course will prepare you to: • • Plan and control projects from a logistics perspective Make the necessary settings in Customizing Course Objectives After completing this course. includes logistics planning and control of projects. The course includes scheduling of projects. All rights reserved. and supply of materials. planning and realization of internal and external services. you will be able to: • • • • Schedule projects Plan and execute internal services Trigger and edit procurement processes Procure and deliver materials for the project SAP Software Component Information The information in this course pertains to the following SAP Software Components and releases: ECC 6. you will also become familiar with the Customizing settings required in the SAP Project System for aspects of logistics. vii . control and monitoring of processes for procurement.0 2006 / Q2 © 2006 SAP AG.Logistics. In this course. Project Management .Course Overview Course PLM220.

All rights reserved. 2006 / Q2 .Course Overview viii PLM220 © 2006 SAP AG.

..... We will also clarify various functions and processing options for work breakdown structures and networks................... Unit Objectives After completing this unit. 11 2006 / Q2 © 2006 SAP AG.......... You will create a suitable project structure based on this scenario.............. All rights reserved............................................Unit 1 Introduction Unit Overview This chapter provides an overview of the business scenario that will be used as an example.2 Exercise 1: Structures ..... 1 ......... during this course... you will be able to: • Create a project structure which consists of WBS elements and network activities using Project Builder Unit Contents Lesson: Project Structures ... to discuss the logistical aspects of project management....

2006 / Q2 . Alternatively. You will also be introduced to Claim Management. It has become evident that the manufacture of turbines is too complex to be solely produced using production orders.Unit 1: Introduction PLM220 Lesson: Project Structures Lesson Overview In this lesson. you have decided to use WBS elements and network activities in the Project System to plan and execute this production. Lesson Objectives After completing this lesson. All rights reserved. you will learn about the various options for editing project structures You will create a project for producing a turbine using the Project Builder. you will be able to: • Create a project structure which consists of WBS elements and network activities using Project Builder Business Example Your company manufactures turbines. Work Breakdown Structures and Networks Figure 1: Sample Turbine Project 2 © 2006 SAP AG.

The emphasis is on planning. basic dates and budget.are planned and executed using activities. 2006 / Q2 © 2006 SAP AG. Costs. analysis. Figure 2: Work Breakdown Structure: Functions The work breakdown structure (WBS) forms the basis for all other planning steps in the project. activities and relationships. You will find them in all transactions in the project system.PLM220 Lesson: Project Structures Figure 1 represents a diagram of the “ Turbine Project” structure that will be used to illustrate the logistics process covered in this course. WBS elements. control and monitoring of costs. The logistics aspects of the project internal and external services and material requirements for example . dates and payments are frequently planned using activities that are assigned to WBS elements. network headers. 3 . The icons in the slides correspond to those used in the SAP system for project definition. All rights reserved. description. No logistics aspects other than dates are treated at WBS element level.

in an existing work breakdown structure (item 3 or 4 in Figure 3). a section of the project hierarchy or a standard WBS as a template to copy from. You can also create new WBS elements and insert these into the hierarchy (connect mode).Unit 1: Introduction PLM220 Figure 3: Work Breakdown Structure: Maintenance Options The SAP system contains different transactions that you can use to create or change WBS elements. When you create a new WBS. In addition to manual maintenance or maintenance via the hierarchy graphic (1. You can also incorporate WBS elements from other operative projects. 2). 2006 / Q2 . you can also use existing project structures or standard projects as templates to copy from. All rights reserved. or from a standard WBS template. 4 © 2006 SAP AG. You can use the detail screens or the WBS element overview list for this purpose. you can use an existing WBS. You can use the hierarchy graphic to change WBS elements (by double-clicking on a WBS element in the graphic).

and the project planning board.PLM220 Lesson: Project Structures Figure 4: Project Builder The Project Builder is a feature in the Project System that is particularly intuitive and easy to use. the work list at the bottom left and a display/processing area to the right. 2006 / Q2 © 2006 SAP AG. This unit and the subsequent units of the course will familiarize you with the functionality of the Project Builder.the structure overview at the top left. In the Project Builder. between the various views (detail and overviews). graphics. The Project Builder consists of a processing screen divided into three parts . 5 . To maintain WBS structures and networks. All rights reserved. you can navigate quickly and efficiently in the Project Builder. you can create or edit WBS structures or networks individually or in an integrated manner.

Unit 1: Introduction PLM220 Figure 5: Activities and Networks: Functions You use the activities in the network to plan the labor. procured. The unit on “capacities” discusses internally-processed activities in detail. The unit on “materials” explains how material components are assigned. 2006 / Q2 . and services that you require to carry out the various tasks in your project. materials. capacities. 6 © 2006 SAP AG. All rights reserved. The unit on “external activities” deals with externally-processed activities and service activities. and consumed in the network.

7 .PLM220 Lesson: Project Structures Figure 6: Activities: Maintenance Options You can maintain network activities by adding the activities manually to your project structure or by adding activities in the network graphic (item 1 or 2 in Figure 6). You can also incorporate activities from a standard networks into your project structure (item 4 in Figure 6). or by copying an operative project (including all activities) to a new project structure (item 5 in Figure 6). All rights reserved. Another way to create network activities is to use a standard network or an existing project network as a template to copy the activities into your structure (item 3 in Figure 6). 2006 / Q2 © 2006 SAP AG. Using project builder or project planning board you can build new project structure by copying a standard project (standard WBS and Network activities template).

8 © 2006 SAP AG. you will not be able to schedule the network. for example in network maintenance. 2006 / Q2 . A cycle (or loop) is a closed sequence of relationships and activities ("closed or loop" means that when you start out from one activity. for example).Unit 1: Introduction PLM220 Figure 7: Network Graphic The network graphic provides all of the functions needed to process a network (the functions for inserting activities or relationships. All rights reserved. You can call up the network graphic from various transactions in the Project System. you end up back at the same activity by means of relationships). Cycle analysis is a tool that enables you to detect cyclical relationships and correct them. From within the network graphic you can perform a cycle analysis. scheduling and in the Structure/Dates Information System. If the activity-relationship-activity path is cyclical.

you will use both the Project Builder and the project planning board to edit your project. It provides you with an instant overview of your project deadlines. In the following units. All rights reserved.PLM220 Lesson: Project Structures Figure 8: Project Planning Board The project planning board is particularly suitable for planning a project. 2006 / Q2 © 2006 SAP AG. enabling you to check your project for capacity bottlenecks. 9 . Additional options are also available for enhancing your project structure.

SD and MM document items Assigned document info records (links to the Document Management System) © 2006 SAP AG. appoint persons responsible for the deviation and initiate follow-up activities. All rights reserved. which can be used to document deviations from your project plan.the cause of the deviation for example Actions and tasks to be initiated because of the deviation Persons responsible and partners by means of a link to the Partner Management function Costs incurred as a result of the deviation (cost planning using unit costing) Assigned WBS elements. You can include the following data in a claim: • • • • • • 10 Descriptions . 2006 / Q2 . Conversely. You can enter claims directly in the SAP system or create and display them from the Internet (example: a customer creates a claim via the Internet). price fluctuations. it also provides defence against claims from the contractual partner. Claim Management ensures that claims resulting from deviations are prepared vis-à-vis the contractual partner and submitted at a suitable point in time. The Project System supports claim management with the "Claim" message type. clarifying responsibilities is extremely important for the contractual partners involved. unforeseeable capacity bottlenecks and so on.Unit 1: Introduction PLM220 Claim Management Figure 9: Claim Deviations from the project plan often occur as a result of delivery problems. In this case.

Enter the following data in the dialog box that appears: 3. for example. In doing so. T-100## Start Today Finish Two years from today Project profile 2001 Turbine model group 1 Template Std proj.PLM220 Lesson: Project Structures Exercise 1: Structures Exercise Objectives After completing this exercise. Maintain the data at project definition level. def. you will be able to: • Create a work breakdown structure with assigned operations • Use the project builder and the project planning board Business Example You create a separate project for project manufacturing of a turbine system. All rights reserved. you are in group 3. and the person responsible. turbine A Responsible person ## Continued on next page 2006 / Q2 © 2006 SAP AG. Field name Value Project def. then replace ## with 03). 2. Field name Value Text Group ##. you make use of standard structures as copy templates and various functions for further processing. T-20001 Enter a name for your project. ## is a placeholder for your group number (if. Use the standard project T-20001 as a template to create project T-100##. You will use the standard structure as a template to create the project for constructing a turbine system. Task: 1. Call up the Project Builder. 11 .

To plan your turbine instrumentation. As a result of detailing the project structure. Use the 1001 Elevator/Turbines planning board profile and perform time scheduling for the whole project. All rights reserved. Plan the Preliminary orders activities and Material procurement plant components. You are still unsure as to which components you will procure in the future. Name the second element Planning of instrumentation. Roughly plan material costs for your turbine. 10.Unit 1: Introduction 4. Expand the display to show the entire project. 6. PLM220 Create two further WBS elements to record the details of the Planning of systems and instrumentation WBS element. 5. Rename it Planning of systems and assign it to the appropriate WBS element. but you can already perform material planning in the activities. Field name Values Text Planning of instrumentation Work center 2000 Work 35 hours Normal duration 5 days Take a look at your extended network in the network graphic. Enter the following data in the detail screen for the new activity: 8. activity 2000 Planning of systems and instrumentation is now assigned incorrectly. Then save the project. Set the Planning element indicator for the new WBS elements. Display your expanded structure in the hierarchy graphic. 7. Assign the new WBS element the description Planning of systems. Enter the following data: Continued on next page 12 © 2006 SAP AG. Now call up the project planning board for an integrated view of your project deadlines. create an internally processed activity for the Planning of instrumentation WBS element. 2006 / Q2 . 9.

000 Save your data. 13 .PLM220 Lesson: Project Structures Activity Material Planning 3000 Preliminary orders EUR 100000 3100 Material procurement System parts EUR 65. All rights reserved. 2006 / Q2 © 2006 SAP AG.

Unit 1: Introduction PLM220 Solution 1: Structures Task: 1. T-20001 a) In the Project Builder. Enter the data indicated in the dialog box that appears. def. a) 2. then replace ## with 03). SAP Menu → Logistics → Project System → Project → Project Builder (Double-click to select Project Builder) Use the standard project T-20001 as a template to create project T-100##. 2006 / Q2 . You will use the standard structure as a template to create the project for constructing a turbine system. ## is a placeholder for your group number (if. Hint: The tree structure at the left of the screen now displays various objects that have been copied from the standard project: • • • • • Project definition (first line) WBS elements Activities Network header Milestone (last line) The activities are grouped together in a network with a provisional number (%00000000001). Continued on next page 14 © 2006 SAP AG. When you save the activities. Call up the Project Builder. choose Create → Copy Project. for example. All rights reserved. this number will be replaced by a number from the number range provided. you are in group 3. T-100## Start Today Finish Two years from today Project profile 2001 Turbine model group 1 Template Std proj.. Confirm your entries by clicking the "Create project" pushbutton. Enter the following data in the dialog box that appears: Field name Value Project def.

PLM220 Lesson: Project Structures 3. Enter a name for your project. Call it Planning of instrumentation. Choose View → Completed view. Assign the new WBS element the description Planning of systems. exit the hierarchy graphic by choosing Back. For the new WBS element. a) Click the Hierarchy graphics pushbutton in the Project Builder. Continued on next page 2006 / Q2 © 2006 SAP AG. double-click the PE indicator. 6. Finally. Display your expanded structure in the hierarchy graphic. 4. turbine A Responsible person ## a) Select the project definition in the structure tree. Create two further WBS elements to record the details of the Planning of systems and instrumentation WBS element. and the person responsible. Enter the data indicated in the detail screen that appears. if necessary. The new WBS element is now displayed in the tree structure. 5. Expand the display to show the entire project. Field name Value Text Group ##. All rights reserved. As a result of detailing the project structure. Confirm your entries by choosing Enter. a) Position the cursor in the templates area (bottom left) and. Name the second element Planning of instrumentation. Enter Planning of systems as a short description of the new WBS element. “Drag and drop” a WBS element from the templates area to the Planning of systems and instrumentation WBS element in the tree structure. activity 2000 Planning of systems and instrumentation is now assigned incorrectly. Set the Planning element indicator for the new WBS elements. Maintain the data at project definition level. Confirm your entries by choosing Enter. expand the Individual objects section. Use the same procedure to create the second WBS element. 15 .

Confirm your entries by choosing Enter. “Drag and drop” the activity to the Planning of systems WBS element. 2006 / Q2 . Enter the following data in the detail screen. Enter Planning of systems and instrumentation as a new short description for the activity. To call up an overview of the entire network. Take a look at your extended network in the network graphic. Continued on next page 16 © 2006 SAP AG. Choose Network Graphic. use the Activities icon and select the small display format to change the activity display Exit the network graphic using the Back pushbutton. a) Position your cursor on the network header in the tree structure. 8. Drag and drop the Activity (internal) entry from the templates area to the Planning of instrumentation WBS element in the tree structure. All rights reserved. 7. create an internally processed activity for the Planning of instrumentation WBS element. a) Position the cursor on activity 2000 in the structure tree. If required. Choose Save to save the project. choose Complete view. Then save the project.Unit 1: Introduction PLM220 Rename it Planning of systems and assign it to the appropriate WBS element. To plan your turbine instrumentation. Enter the following data in the detail screen for the new activity: Field name Values Text Planning of instrumentation Work center 2000 Work 35 hours Normal duration 5 days a) Expand the "Activity" icon in the templates area. Confirm your entries by choosing Enter. The temporary network number is then replaced.

Confirm your entries by clicking the Back icon. Use the 1001 Elevator/Turbines planning board profile and perform time scheduling for the whole project. Roughly plan material costs for your turbine. You are still unsure as to which components you will procure in the future. Choose the Select all icon and then click Schedule.000 Save your data. but you can already perform material planning in the activities. Now perform time scheduling for your entire project. 17 .PLM220 Lesson: Project Structures 9. a) Double-click activity 3000 in the table area of the planning board. Follow the same procedure to plan the material planning value for activity 3100. Use Open project (Enter) to start processing your project. Enter the following data: Activity Material Planning 3000 Preliminary orders EUR 100000 3100 Material procurement System parts EUR 65. Finally. 2006 / Q2 © 2006 SAP AG. Plan the Preliminary orders activities and Material procurement plant components. If required. Select the Assignments tab page in the detail screen for the activity and enter the specified data. a) SAP Menu → Logistics → Project System → Project → Project Planning Board → Change Project (Double-click to select transaction) Enter your project and choose the specified planning board profile. All rights reserved. Now call up the project planning board for an integrated view of your project deadlines. choose Adapt graphic area to edit the date view of the planning board. 10. choose Save.

2006 / Q2 .Unit 1: Introduction PLM220 Lesson Summary You should now be able to: • Create a project structure which consists of WBS elements and network activities using Project Builder 18 © 2006 SAP AG. All rights reserved.

PLM220 Unit Summary Unit Summary You should now be able to: • Create a project structure which consists of WBS elements and network activities using Project Builder 2006 / Q2 © 2006 SAP AG. All rights reserved. 19 .

2006 / Q2 . All rights reserved.Unit Summary 20 PLM220 © 2006 SAP AG.

PLM220 Test Your Knowledge Test Your Knowledge 1. You can maintain the following objects in the Project Builder: Choose the correct answer(s). All rights reserved. 21 . □ □ □ □ □ □ 2006 / Q2 A B C D E F Work Breakdown Structure Internal Order Maintenance Order Network Milestone Project definition © 2006 SAP AG.

E. 2006 / Q2 . All rights reserved. You can maintain the following objects in the Project Builder: Answer: A. F The Project Builder is used for maintenance of project system structures. Order categories other than networks cannot be edited in the Project Builder.Test Your Knowledge PLM220 Answers 1. 22 © 2006 SAP AG. D.

the various Customizing settings and influential factors for scheduling are also dealt with in detail. All rights reserved.......................... 59 Exercise 3: Actual Dates from Confirmations.... 24 Lesson: Scheduling of Activities and Networks ........................ the necessary prerequisites for this and the influence on scheduling of actual dates are discussed................................................... 47 Lesson: Actual Dates.............................. 63 2006 / Q2 © 2006 SAP AG.......................Unit 2 Dates Unit Overview In this unit you learn about functions for manual and automatic planning of dates in work breakdown structures and networks... Unit Objectives After completing this unit....... 28 Exercise 2: Scheduling . At the end of this unit...... In doing so............. you will be able to: • • • • Schedule dates for WBS elements using the project planning board Perform scheduling with the aid of the project planning board Set the relevant tables in Customizing Enter actual dates for WBS elements and activities Unit Contents Lesson: Time Scheduling with WBS Elements .... creation of actual dates................. 23 .

Lesson Objectives After completing this lesson.Unit 2: Dates PLM220 Lesson: Time Scheduling with WBS Elements Lesson Overview This lesson focuses on time scheduling with WBS elements You will learn about various functions that support you in time scheduling for work breakdown plans. Functions of Time Scheduling with WBS Elements Figure 10: Time Scheduling Functions 24 © 2006 SAP AG. 2006 / Q2 . you will be able to: • Schedule dates for WBS elements using the project planning board Business Example Start by familiarizing yourself with the options for planning dates only for WBS elements. All rights reserved. Take a look at how to use planning methods to simplify time scheduling.

PLM220

Lesson: Time Scheduling with WBS Elements

The following functions are available to you in time scheduling:







Sets of dates: Basic and forecast dates can be used as planned dates. Actual
dates are also shown here.
Check dates: You can check consistency of the dates within the project
structure with or without taking activities into account.
Inherit: Dates within the work breakdown structure can be inherited.
Extrapolate: You can use the extrapolate function to calculate the dates for
higher-level WBS elements.
Shift: You can shift all of the planned dates for the WBS elements or just
the dates in subhierarchies.
Planning different calendars: You can use a different factory calendar for
each activity or WBS element.
Scheduling: The scheduling function automatically calculates the dates for
activities and networks.
Planning methods: You can use the planning methods "bottom up planning"
to extrapolate dates automatically when you save your data.

Figure 11: Project Dates

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© 2006 SAP AG. All rights reserved.

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Unit 2: Dates

PLM220

Basic Date Planning with WBS Elements

Figure 12: Basic Dates WBS

In projects without networks, dates can be planned manually for the WBS
elements (basic dates).
You can use the project planning board to plan basic dates for the WBS elements
simply by dragging your mouse. You can plan these dates in the form of a table
in Structure Planning.
Basic dates can be extrapolated from lower to higher-level WBS elements or,
conversely, inherited from higher to lower-level WBS elements. You can check
the consistency of your scheduling data within the WBS structure.
In the execution phase, you can enter actual dates by dragging your mouse. In the
project planning board or the information system, you can compare the actual
dates with the planned basic dates.

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© 2006 SAP AG. All rights reserved.

2006 / Q2

PLM220

Lesson: Time Scheduling with WBS Elements

Lesson Summary
You should now be able to:

Schedule dates for WBS elements using the project planning board

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© 2006 SAP AG. All rights reserved.

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Unit 2: Dates

PLM220

Lesson: Scheduling of Activities and Networks
Lesson Overview
In this lesson you will become familiar with various aspects of network scheduling.
The lesson also deals with dates for objects assigned to network activities such as
milestones and material components as well as date exchange with WBS elements.

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

Perform scheduling with the aid of the project planning board
Set the relevant tables in Customizing

Business Example
You have already created a project structure to produce a turbine. The project
manager now wants to know whether the project can be completed on time.
Schedule your project to find out the answer.

Introduction

Figure 13: Dates In Network Plan

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2006 / Q2

PLM220

Lesson: Scheduling of Activities and Networks

Figure 14: Scheduling

Each time a network is scheduled, the system carries out forward and backward
scheduling; determines floats and capacity requirements (if activated).

Forward scheduling determines the earliest dates.
Backward scheduling determines the latest dates.

Floats occur if the earliest dates are different from the latest dates.
The scheduling results:





2006 / Q2

Scheduled start and finish for the network header
Earliest start and finish dates (earliest dates) and latest start and finish dates
(latest dates) for the activities
Earliest and latest dates for the relationships
The reduction of activity durations if a reduction level was used in
conjunction with network scheduling.
Float times (total and free float) for the activities
Capacity requirements for activities

© 2006 SAP AG. All rights reserved.

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Unit 2: Dates

PLM220

Figure 15: WBS / Overall Network Scheduling

You can schedule networks individually (network scheduling). You can schedule
all networks linked by relationships together (scheduling of overall network). You
can also trigger network scheduling from WBS elements (WBS scheduling).
The activity data, relationships between the activities and date restrictions form
the basis for determining dates automatically (scheduling).
As of Release 4.6A you can schedule maintenance orders from the Project System.
In the Project Scheduling and Overall Network Scheduling transactions, you can
specify whether networks are scheduled together with maintenance orders that
have been assigned as subnetworks.
You can display an overview of the maintenance orders assigned to a project
in the project planning board.

Scheduling Scenarios
Depending on the settings used, you can use different scenarios for time
scheduling. Two typical time scheduling scenarios are discussed below.

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2006 / Q2

The differences between the earliest and latest dates of an activity are referred to as floats. The scheduling parameters determine how the activities are scheduled. If the appropriate settings have been made. The scheduling type determines the original direction in which scheduling is carried out. Networks are always scheduled forwards and backwards. Critical activities define the critical path in the project. 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. this can happen automatically. You can use the project planning board to select WBS elements and schedule the activities assigned to them. 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).PLM220 Lesson: Scheduling of Activities and Networks Figure 16: Bottom-Up Scenario In projects with assigned networks. you can use scheduling to derive the dates of the activities and WBS elements automatically. then the activity is defined as a “critical” activity. 2006 / Q2 © 2006 SAP AG. All rights reserved. If these are less than or equal to zero. 31 . The system determines the earliest dates of the activities by means of forward scheduling and the latest dates by backward scheduling.

you may need to deselect the Network determines scheduling and Adjust basic dates indicators. you can also plan the basic dates for the WBS elements manually in order to specify that a certain part of the project has to be completed within a fixed time period. 2006 / Q2 . All rights reserved. Figure 18: Scheduling Scenarios 32 © 2006 SAP AG.Unit 2: Dates PLM220 Figure 17: Top-Down Scenario In work breakdown structures with assigned networks. You can use the “Top-Down” scheduling scenario or suitable scheduling parameters to stipulate that activities be scheduled within these time constraints: for this.

Depending on the transaction from which you trigger the scheduling. The standard scheduling options are of course still available. Instead. All rights reserved. for example. The settings for secondary requirements do not have any impact in the network. The scheduling parameters determine scheduling. followed by forward scheduling.requirements only: No scheduling is carried out at all. Today's date: Backward scheduling is carried out first. you have the option of using predefined scheduling scenarios.for example. the start and finish dates of the network header are copied to each activity. followed by forward scheduling starting from today's date. 2006 / Q2 © 2006 SAP AG. Caution: The scheduling result depends on the transaction from which you start the scheduling. Backward: Backward scheduling is carried out first. Cap. followed by backward scheduling. Basic dates with times: This indicator is not relevant for networks. The indicators have the following meanings: Adjust basic dates: Determines that the scheduled dates are copied to the basic dates of the network header after a scheduling run. in the transactions network maintenance (CN22) and scheduling of the overall network (CN24). 33 . you use either the “Parameters for WBS scheduling” table or “Scheduling parameters for the network type”. Scheduling type: Determines the type of scheduling .6. Customizing in Time Scheduling Figure 19: Customizing for Scheduling 1 Scheduling types are used both for network scheduling and for WBS scheduling.PLM220 Lesson: Scheduling of Activities and Networks As of Release 4. Scheduling parameters are created for specific plants and network types. The indicators have the following meanings: Forward: Forward scheduling is carried out first.

Shift order: Determines how the system deals with partially-confirmed activities during scheduling. forward first. If it is more than the specified number of days. 2006 / Q2 . it is displayed automatically. scheduling is carried out for today's date. All rights reserved. 34 © 2006 SAP AG.is used as a basis for scheduling. Rescheduling: Determines how the system deals with work allocated in “workforce planning” after another scheduling run has been carried out. Automatic scheduling: Scheduling is carried out on saving. The highest level of reduction is specified here. Maximum reduction level: A reduction strategy can have up to six levels. If it is more than the specified number of days. Adjust basic dates: Determines that the scheduled dates are copied to the basic dates of the WBS elements after a scheduling run. The indicators have the following meanings: Scheduling type: Determines the type of scheduling.network header or WBS element . Latest material dates: The requirements dates for a material are determined based on the earliest or latest date. scheduling: The exact time at which a break is scheduled (in the work center) is taken into account. The highest level of reduction is specified here. Scheduling form: Specifies which object . Maximum reduction level: A reduction strategy can have up to six levels. Shift order: Determines how the system deals with partially-confirmed activities during scheduling. scheduling is carried out for today's date. then backward. Figure 20: Customizing for Scheduling 2 The profile for WBS scheduling is used for scheduling in the project planning board transaction CJ2B or in the project scheduling transaction (CJ29). Schedule when saving: Scheduling is carried out on saving. Latest material dates: The requirements dates for a material are determined based on the earliest or latest date. Start in the past: Determines how long ago (in days) the start date can be. Start in the past: Determines how long ago (in days) the start date can be.Unit 2: Dates PLM220 forward first. then backward. Reduction Type: The activity duration is reduced for either all activities or only those along the critical path are reduced. Log automatic: If a log is generated. Break spec. for example. Log automatic: If a log is generated. it is displayed automatically. Reduction Type: The activity duration is reduced for either all activities or only those along the critical path are reduced.

PLM220 Lesson: Scheduling of Activities and Networks The WBS scheduling profile is stored in the project definition control data. © 2006 SAP AG. You can. When calculating the dates. the system uses the normal duration you maintained in the activity. Other Influencing Factors in Scheduling Figure 21: Scheduling: Duration When scheduling internally-processed activities and general costs activities. It can be copied as a default value from the project profile. the system uses the number of planned delivery days you maintained for an external activity. provided you have stored a formula for calculating the duration from internal processing in the work center. One (or neither) of the two scheduling scenarios is displayed by default in the project profile. A factory calendar and the operating time for each workday. 35 . All rights reserved. however. scheduling can increase the time interval but not reduce it. The following information is stored for scheduling in the work center: • • 2006 / Q2 Formulas for calculating the duration of activities. Scheduling interprets the time interval for relationships as the minimum time interval. also use the normal duration from the internal processing screen of the external activity if you activate this explicitly in the control key of the external activity. The duration can be calculated from the work planned. You can maintain a work center in internally and externally processed activities and in relationships. When scheduling externally-processed activities.

indicator to allow external processing. For activity elements. req. 2006 / Q2 .ext. Therefore.proc.Unit 2: Dates PLM220 Figure 22: Control Key The control keys for activities are set in Customizing using transaction OPSU. For information on further relationships. The control key has indicators that define the following functions: Schedule: Activities and activity elements are scheduled. see the online help. Service: Determines whether services can be planned for activities and activity elements. Costs act. Completion confirmation slips are only printed if the Print indicator is also selected.: Determines whether activities are to be scheduled in line with the Planned delivery time or Normal duration. Sch.: Determines whether activities and activity elements are processed internally or externally. Print conf. Print time ticket: This determines whether time tickets can be printed. Only set this indicator if you select the External proc. the dates for the activity are determined. External proc. For information on further relationships. Det. completion confirmation slips can be printed. only set this indicator if you also set the scheduling indicator. Confirmation: Determines whether activities and activity elements can be confirmed.: Capacity requirements are determined for activities and activity elements. All rights reserved. Print: Determines whether work papers such as time tickets. see the online help. The capacity requirements are determined using the scheduling results.: This indicator specifies that you use the control key for general costs activities. Costing: This indicator determines that activities and activity elements are taken into account in costing. Time tickets are only printed if the Print indicator is also selected. see the online help. 36 © 2006 SAP AG. For information on other relationships.: This determines whether completion confirmation slips can be printed. cap.

You can enter additional data (such as a time interval or reference to a particular factory calendar) in the detail screen for each relationship. The network graphic allows you to view the activity relationships in a “time-dependent” manner to display the logical sequence.PLM220 Lesson: Scheduling of Activities and Networks Figure 23: Relationships Relationships determine the chronological sequence of the individual activities in a network (or standard network). 37 . All relationships in the network graphic are displayed as FS relationships by default. All rights reserved. 2006 / Q2 © 2006 SAP AG.

In the example above. 38 © 2006 SAP AG. If work centers are entered for the activities. Backward scheduling calculates the latest start and finish dates for all the activities. the start dates are set to the beginning of the day (00:00) and the finish dates to the end of the day (24:00). The scheduling start date is the finish date in the network header or the finish date determined from forward scheduling. The scheduling start start date is the start date in the network header or the start date determined from backward scheduling.Unit 2: Dates PLM220 Scheduling Example Figure 24: Example of Scheduling A network is always scheduled forwards and backwards. The scheduling type specifies whether forward scheduling or backward scheduling is carried out first. the start and finish dates are within the operating time of the work centers affected. Forward scheduling calculates the earliest start and finish dates for the activities. 2006 / Q2 . Last or finishing activities are network activities that do not have successors. All activities that do not have predecessors are start activities. All rights reserved.

You can use the floats calculated in scheduling. All rights reserved. 2006 / Q2 © 2006 SAP AG. Free Float Legend: ES= Earliest Start EF= Earliest Finish LS= Latest Start LF= Latest Finish TF= Total Float FF= Free Float Floats supply information on the time reserves available for individual activities.ES) or between latest finish and earliest finish (LF . the time reserve is fully available to the current activity.EF activity). 39 .PLM220 Lesson: Scheduling of Activities and Networks Figure 25: Total Float. for example in capacity leveling. to shift activities between the earliest and latest dates or to extend their duration. A total float is the difference between the latest start and earliest start (LS . Since the successors for the free float are within their earliest dates.EF). A free float is the difference between the earliest start of a successor activity and the earliest finish of the activity in question (ES successor .

The free float of activity 40 can be calculated from the difference between the earliest start of the successor (activity 50) and the earliest finish of the activity. All rights reserved. The total float of activity 40 can be calculated from the difference between the earliest and latest start of an activity: Day 6 (0:00) . Day 9 (0:00) . 2006 / Q2 .Unit 2: Dates PLM220 Figure 26: Example of Floats This slide describes how total floats and free floats are calculated.Day 5 (0:00) = 1 day. 40 © 2006 SAP AG.Day 7 (0:00) = 1 day.

Figure 28: Reduction 2006 / Q2 © 2006 SAP AG. The constraints apply both for the latest and the earliest dates of the activities and activity elements. You can maintain constraints for basic and forecast date sets. All rights reserved. 41 .PLM220 Lesson: Scheduling of Activities and Networks Time Constraints and Reductions Figure 27: Time Constraints You can maintain time constraints for the start and finish of activities.

however.0. the confirmed delivery date in the sales order is changed automatically. During scheduling. Important: Remember to be careful when using the reduction function as the system does not know whether the duration of an activity can be reduced. Scheduling of the Overall Network Figure 29: Scheduling of the Overall Network The confirmed delivery date of an item in the sales order corresponds to the finish date of the assigned network. It does not carry out plausibility checks or check available capacities. You can use reduction strategies to control how an activity's lead time can be reduced in levels. You can enter by what percent you want to reduce for each reduction level. 42 © 2006 SAP AG. the system determines one reduction level for each activity. You can. This allows you to reduce the scheduled duration of internally-processed activities. You can enter a reduction strategy in each activity. This reduction level is transferred to the latest dates. If the end of a network is shifted because of scheduling problems. As of Release 4. scheduling of the overall network for the sales order item can be started in the sales order itself.Unit 2: Dates PLM220 You can use reduction if the time period within which the activities are to be scheduled is not long enough to process all activities. You can define up to six reduction levels for each reduction strategy. All rights reserved. the system reduces as far as the level of reduction strategy entered in the network header. also fix a confirmed delivery date for the item on the Schedule lines tab page. Reduction only affects the activities for which a reduction strategy has been stored. For example: The system calculates the earliest dates and determines reduction level 2 for an activity. At the most. 2006 / Q2 .

from ECC 5. which you can use to schedule several networks and subnetworks together. By using a BAdI for Overall scheduling with selection options. 2006 / Q2 © 2006 SAP AG. the new function overall network scheduling with selection options (transaction CN24N). A prerequisite for the use of the Overall network scheduling with selection options function is that you have defined suitable levels beforehand in Customizing for the project system and have assigned network types and number intervals. you have other functions at your disposal such as control of data exchange between activities and assigned subnetworks. Figure 30: Overall Network Scheduling with Selection Options As well as overall network scheduling (transaction CN24). All rights reserved. you also have at your disposal.PLM220 Lesson: Scheduling of Activities and Networks This function schedules both the network assigned to the sales order item and all other networks linked to this network via a relationship.0 onwards. You can display additional information on the selected activities and subnetworks on a monitor and jump to the next screen to processing or confirmation of activities. 43 . Note that you can only schedule using two levels. This function updates all items in the sales order that refer to the overall network. You use this function along with suitable selection criteria to specify which networks and subnetworks are to be taken into account as part of overall network scheduling.

The dates of the activity element must always lie entirely within the duration of the higher-level activity. If required. 44 © 2006 SAP AG. you can maintain a time interval for the start and a time interval for the finish in activity elements. activity elements are not scheduled independently. The system calculates the dates for activity elements with reference to the start or finish dates of the activity.Unit 2: Dates PLM220 Figure 31: Subnetwork Monitor Dates of Assigned Objects Figure 32: Dates of Activity Elements Unlike activities. All rights reserved. 2006 / Q2 .

2006 / Q2 © 2006 SAP AG. If the requirements date is before the finish date of the activity. The transaction used to trigger the scheduling determines which of the two tables is used.PLM220 Lesson: Scheduling of Activities and Networks Figure 33: Requirements Dates of Material Components The system calculates the requirements date for components with reference to the start or finish date of the activity. All rights reserved. the Scheduling parameters for the network type apply. 45 . You can also set a requirements date for a material manually. If you schedule within the network or the overall network. If you schedule within the project planning board or using structure planning. independently of the activity date. the Parameters for WBS scheduling apply. You can use the Scheduling parameters for network type or the Parameters for WBS scheduling to control whether the earliest or latest start date is used as the requirements date. you can store a corresponding time interval by using an offset to the finish date.

you enter a positive or negative offset for this reference date. As of Release 4. You can also assign milestones to WBS elements. 46 © 2006 SAP AG. All rights reserved. Additionally.Unit 2: Dates PLM220 Figure 34: Dates of Milestones Figure 34 “Dates of Milestones” shows a milestone that is assigned to a network activity. If the date refers to the activity dates. The planned date is either entered manually or with reference to the activity. the planned dates for a milestone can refer to the basic start or finish date of a WBS element. you must decide whether it is to refer to the earliest or latest dates and the start or the end of the activity.6. 2006 / Q2 .

At the same time. 47 . Use the 1001 Elevators/Turbines planning board profile. Open your project T-100## in the project planning board. you calculate the dates and floats for carrying out the individual activities of your turbine project. Hint: The “bottom-up” scheduling scenario is set so that all activity dates are determined and then the earliest and latest dates for each are transferred to the assigned WBS elements as planned dates. as well as other conditions. the planned dates are extrapolated for upper-level WBS elements within the hierarchy. Optimize the project display to show all activities completely.PLM220 Lesson: Scheduling of Activities and Networks Exercise 2: Scheduling Exercise Objectives After completing this exercise. To finish. First check the time scheduling settings and set the scheduling scenario to Bottom-up scenario (pre-defined) if necessary. 4. Next. All rights reserved. you will be able to: • Perform time scheduling with predefined scenarios • Use relationships and restrictions Business Example Using the project planning board. you also take into account the time-based dependencies of the individual activities. Continued on next page 2006 / Q2 © 2006 SAP AG. 2. Task 1: 1. Call up the project planning board. plan the dates for your entire project. Plan dates for your project using the predefined “bottom-up” scenario. 3.

You need to perform scheduling again. Display both the earliest and the latest dates. Input the details for the two new activities.Unit 2: Dates PLM220 5. Now take a look at the scheduling details for your project. Each activity (and activity element) thus has two time bars. 2006 / Q2 . Reduce the duration of activity 4000 Production of running gear. Check the floats for your project. 3. Enter the following data: Continued on next page 48 © 2006 SAP AG. Once again. Hint: Although the system adjusts the time bars of activity 4000 in the graphic. Create another two internally-processed activities within activity 5010 Planning of instrumentation. The activities will be linked to each other at a later stage. Enter the following data in the detail screen for the new activity 5020: Field name Values Text Detailed planning for instruments Work center 2000 Work 10 hours Normal duration 3 days Go to the detail screen for activity 5030. Save your schedule without saving the user-specific changes you made to the project planning board. valves to 30 days and see what effect this has on scheduling. 6. the overall project dates are no longer up to date. Different colors (usually blue and red) are used to distinguish between activities in the planning board that still have or no longer have time floats. All rights reserved. use the project planning board for this purpose. Hint: Scheduling always calculates the dates of activities forwards and backwards. How are activities 3000 and 3100 affected? 7. Task 2: 1. bearing. 2. Note the changes to activities 3000 and 3100.

11. All rights reserved. Link activities 5010. Configure the system in such a way that only those activities with a negative total float are highlighted as critical activities. 5020 and 5030 change. In the graphic. As start date. Use FS (finish-start) relationships to link the activities in the sequence of your activity numbers. click the Dates tab on the detail screen for activity 5010 Planning of instrumentation. What is the total float of the activity? _____________ How big is the free float of the activity? _____________ Display the total float directly in the diagram area. 7. 6. Reschedule your project and observe the change. How does scheduling affect the WBS elements in the project? 5. create an FS relationship between activity 1000 and activity 5010. How big is the free float of the activity now? _____________ Why does activity 5010 have a free float? Continued on next page 2006 / Q2 © 2006 SAP AG. Use the table to create an FS relationship between activity 5030 and activity 3100 Material procurement plant components. 10. Set a date constraint for the start date in the Dates detail screen of the activity. Activity 5020 Detailed planning for instruments is not to start before a certain date. The three activities are not yet integrated in the rest of the network. 12. Note how the time bars for activities 5010. 49 . Schedule your entire project again. 13. Schedule your entire project again and analyze the change. 5020 and 5030 with relationships. First. Field name Values Text Corrections for instruments Work center 2000 Work 10 hours Normal duration 72 hours Reschedule your entire project.PLM220 Lesson: Scheduling of Activities and Networks 4. Reschedule your entire project. 9. Check the floats in your project. enter the earliest start date plus one week in the future. 8.

2006 / Q2 . All rights reserved. Save your project schedule without saving the user-specific changes you made to the project planning board. 50 © 2006 SAP AG.Unit 2: Dates PLM220 14.

Set the scheduling scenario to Bottom-up scenario (pre-defined) if necessary. a) 4. Plan dates for your project using the predefined “bottom-up” scenario. Next.PLM220 Lesson: Scheduling of Activities and Networks Solution 2: Scheduling Task 1: 1. and confirm your input with Copy. Hint: The “bottom-up” scheduling scenario is set so that all activity dates are determined and then the earliest and latest dates for each are transferred to the assigned WBS elements as planned dates. SAP Menu → Logistics → Project System → Project → Project Planning Board → Change Project (Double-click to select transaction) To optimize the graphic area. enter the corresponding planning board profile and select Open project. the planned dates are extrapolated for upper-level WBS elements within the hierarchy. Continued on next page 2006 / Q2 © 2006 SAP AG. a) 2. start the scheduling procedure by clicking the appropriate icon. first choose Select all to select all objects. choose Adapt graphic area. Use the 1001 Elevators/Turbines planning board profile. Open your project T-100## in the project planning board. All rights reserved. activities. Optimize the project display to show all activities completely. Call up the project planning board. a) 3. field. Enter your project in the Project def. Finally. a) First check the time scheduling settings. To plan the dates for your entire project. First check the time scheduling settings and set the scheduling scenario to Bottom-up scenario (pre-defined) if necessary. 51 . select W. Choose Options. To finish. plan the dates for your entire project.

Each activity (and activity element) thus has two time bars. Reduce the duration of the activity to 30 days. In the network structure graphic. Reduce the duration of activity 4000 Production of running gear. Hint: Scheduling always calculates the dates of activities forwards and backwards. Check the floats for your project. Hint: Although the system adjusts the time bars of activity 4000 in the graphic. b) Choose Select all again to select all objects and start scheduling with the relevant icons. you can see that the activities lie in two different. modify the Normal duration field on the Internal tab. the other path (with activity 3100) represents the critical path. After scheduling. parallel paths. Activate the Latest date indicator and confirm your data entries by clicking Confirm. valves to 30 days and see what effect this has on scheduling. the first path (with activity 3000) is the critical path in the network. The extended duration of the activity affects the entire network: Activity 3000 was previously critical (it had negative floats and was shown in red in the diagram area). How are activities 3000 and 3100 affected? a) Double-click the line containing activity 4000 to call up the detail screen for the activity. 6. the overall project dates are no longer up to date. All rights reserved. bearing. Different colors (usually blue and red) are used to distinguish between activities in the planning board that still have or no longer have time floats. You need to perform scheduling again. a) Choose Set of Dates/View.Unit 2: Dates PLM220 5. To do this. Before scheduling. Continued on next page 52 © 2006 SAP AG. Activity 3100 behaves in a completely different way. Confirm your entries by clicking the Back icon. Display both the earliest and the latest dates. After scheduling. 2006 / Q2 . it has positive floats (and is shown in blue). Note the changes to activities 3000 and 3100.

The templates area is shown on the left of the project planning board. select With activities. 3. Enter the following data in the detail screen for the new activity 5020: Continued on next page 2006 / Q2 © 2006 SAP AG. answer the confirmation prompt about saving user-dependent data by choosing No. where applicable. Once again. The system creates an internal processing activity with default values. The detailed settings for the activity will be carried out later. Now take a look at the scheduling details for your project. Double-click the Activity (internal) object in the templates area once again. a) Select activity 5010 Planning of instrumentation. All rights reserved. Save your schedule without saving the user-specific changes you made to the project planning board. click the Open/close left-hand window icon. The assignment to the WBS element is copied by the selected activity. a) Choose Save and. Task 2: 1. Double-click the Activity (internal) object in the templates area. To do this. As before. optimize the project display by clicking the Zoom in on graphic and Adapt graphic area icons. Create another two internally-processed activities within activity 5010 Planning of instrumentation. 2. Choose Create. and click the Open project icon.PLM220 Lesson: Scheduling of Activities and Networks 7. The activities will be linked to each other at a later stage. use the project planning board for this purpose. b) Create the second activity. a) SAP Menu → Logistics → Project System → Project → Project Planning Board → Change Project (Double-click to select transaction) Enter your project in the Project definition field. Hide the templates area. Input the details for the two new activities. 53 .

Note the different durations (3 days or 72 hours) of the two new activities. Continued on next page 54 © 2006 SAP AG. 2006 / Q2 . select the two activities. Call up the detail screen for the activities. All rights reserved. Choose Next. Exit editing using the Back icon. choose Select all. Click the Detailed information for object icon.Unit 2: Dates PLM220 Field name Values Text Detailed planning for instruments Work center 2000 Work 10 hours Normal duration 3 days Go to the detail screen for activity 5030. The detail screen for activity 5030 appears. Enter the data specified. The activity dates are transferred to the higher-level WBS elements. 4. Enter the following data: Field name Values Text Corrections for instruments Work center 2000 Work 10 hours Normal duration 72 hours a) With the CTRL key pressed. the scheduled dates of WBS element Planning of instrumentation are adjusted. In the above example. “Bottom-up” is still selected as the scheduling scenario. Reschedule your entire project. How does scheduling affect the WBS elements in the project? a) To select all objects. Start the scheduling procedure by clicking the appropriate icon. Enter the following data in the detail screen for activity 5020.

and release the mouse button. This is defined by default via the activity numbers. 5020. The three activities are not yet integrated in the rest of the network. a) To select all objects. a) Activate the connect mode. a) Hold down the CTRL key. 5020 and 5030 with relationships. Link activities 5010. The planned dates of activities 5010. Create the FS relationship. Start the scheduling procedure by clicking the appropriate icon. choose Select all. 7. Finally. With the mouse button pressed. The cursor is displayed as a pencil in the graphic area. Start the scheduling procedure by clicking the appropriate icon. 5020 and 5030 change.PLM220 Lesson: Scheduling of Activities and Networks 5. choose Switch connect mode on/off. Select Connect selected activities. Continued on next page 2006 / Q2 © 2006 SAP AG. 5020. 55 . Reschedule your project and observe the change. In the graphic. To do this. drag the cursor from the right half of activity 1000 to the left half of activity 5010. group. The order of the relationships is determined by the order in which the activities are displayed in the planning board (from top to bottom). choose Switch connect mode on/off again to deactivate connect mode. but it can also be defined using filter. or sort functions. Use FS (finish-start) relationships to link the activities in the sequence of your activity numbers. and select only activities 5010. and 5030 now follow each other in sequence. a) To select all objects. All rights reserved. The system creates FS relationships between the activities. 8. create an FS relationship between activity 1000 and activity 5010. and 5030. Note how the time bars for activities 5010. choose Select all. Schedule your entire project again. 6. Activity 5010 (and therefore also activities 5020 and 5030) now starts once activity 1000 is finished.

First. The dates of the higher-level WBS element were changed accordingly. 10. a) Select activity 5030 and choose edit relationship (tabular). Choose Planning board in the navigation area and then click the Diagram area tab page. All rights reserved. What is the total float of the activity? _____________ How big is the free float of the activity? _____________ Display the total float directly in the diagram area. Create the FS relationship for activity 3100. Schedule your entire project again and analyze the change. Choose the Successor tab page. choose Select all. Select the Material procurement plant components activity in the Activity selection section. Select the Show total float indicator. a) Double-click either the time bar of activity 5010 or the activity number. Configure the system in such a way that only those activities with a negative total float are highlighted as critical activities. click the Dates tab on the detail screen for activity 5010 Planning of instrumentation. Go to the Dates tab and note the total float. b) Choose the Options icon. and 5030. 2006 / Q2 . a) To select all objects. 11. A list of the activity relationships appears. click the Back icon to exit the detail screen. 5020. Continued on next page 56 © 2006 SAP AG. Start the scheduling procedure by clicking the appropriate icon. Use the table to create an FS relationship between activity 5030 and activity 3100 Material procurement plant components. Check the floats in your project. The new relationship affects the latest date of operations 5010. Finally.Unit 2: Dates PLM220 9. Choose Create relationship and confirm your input using Back. Enter the value “1-” in the Critical from field (note the sign) Confirm your data entries by clicking Copy.

All rights reserved. Reschedule your entire project. Free floats also appear for parallel activities that have the same successor. answer the confirmation prompt about saving user-dependent data by choosing No. © 2006 SAP AG. Note the free float in the detail screen of activity 5010. Cannot start before). in the the Start field. 57 . In this case. the longer activity determines the earliest start date of the successor and the shorter activity has a free float. Confirm your entries by clicking the Back icon. a) 2006 / Q2 Choose Save and. enter the earliest start date plus one week in the future. where applicable. Start the scheduling procedure by clicking the appropriate icon. 13. As start date. choose the Cannot start before value. How big is the free float of the activity now? _____________ Why does activity 5010 have a free float? a) To select all objects.PLM220 Lesson: Scheduling of Activities and Networks 12. Set a date constraint for the start date in the Dates detail screen of the activity. Choose the Dates tab page and. The earliest start for the successor was only set to a later date by restricting the start date of the successor (5020. Activity 5020 Detailed planning for instruments is not to start before a certain date. a) Double-click either the activity time bar or activity number 5020. As start date. Save your project schedule without saving the user-specific changes you made to the project planning board. The free float is the difference between the earliest finish date for an activity and the earliest start date for the successor. enter the earliest start date plus one week in the future. choose Select all. 14.

2006 / Q2 . All rights reserved.Unit 2: Dates PLM220 Lesson Summary You should now be able to: • Perform scheduling with the aid of the project planning board • Set the relevant tables in Customizing 58 © 2006 SAP AG.

PLM220 Lesson: Actual Dates Lesson: Actual Dates Lesson Overview This lesson deals with the various ways of entering actual dates for WBS elements and activities. you compare the basic dates with the actual dates or forecast dates. you enter the actual dates for your project. 59 . To do this. Actual dates can be set manually for WBS elements. 2006 / Q2 © 2006 SAP AG. If you are using network activities. you will be able to: • Enter actual dates for WBS elements and activities Business Example You want to compare planned dates with the actual execution dates in the execution phase of your project in order to be able to monitor the date situation for your project. The lesson also discusses the prerequisites for entering actual dates and the effect that actual dates have on subsequent scheduling runs. All rights reserved. Lesson Objectives After completing this lesson. Entering Actual Dates Figure 35: Actual Dates To monitor the dates for a project. the actual dates of the activities are proposed to the WBS element as provisional dates that can be transferred to the actual dates of the WBS element if necessary. actual dates are typically set by confirming activities. If activities are assigned to a WBS element.

© 2006 SAP AG. All rights reserved. 2006 / Q2 . Actual Dates of WBS Elements Figure 36: Actual WBS Dates Legend: AS = Actual start date AF= Actual finish date CNF= Finally confirmed REL= Released For WBS elements without assigned activities: • • You can always maintain the actual start if the WBS element has the status “Released” or “Partially released”. To do this. You can only maintain the actual finish date if all the lower-level WBS elements also have an actual finish date and all the activities for the WBS element have the status “Finally confirmed”. The following also applies to WBS elements to which activities are assigned: • • 60 You can only maintain the actual start if the assigned activity has the status “Partially” released or “Released”. You can suppress this update if necessary.Unit 2: Dates PLM220 Important: Actual dates are usually updated for an activity during activity confirmation. You can only maintain the actual finish if all lower-level WBS elements have an actual finish date and the status of the WBS element is “Released”. select the No date update indicator during confirmation.

This can be carried out using individual or collective confirmation. 61 . The Shift order indicator is set: The actual start date of the partial confirmation is not taken into account when the earliest date is calculated. Partial confirmations affect the scheduling result for the earliest date in accordance with the Shift order indicator. the start and finish of the earliest and latest dates match the actual start and finish dates. All rights reserved. or the cross application time sheet. 2006 / Q2 © 2006 SAP AG. To call up an overview of your planned dates at a certain point in time (baseline). use either project versions or forecast dates. Once an activity has a final confirmation.PLM220 Lesson: Actual Dates Actual Dates of Activities Figure 37: Actual Dates of Activities Actual dates are normally entered in networks using confirmation. • • The Shift order indicator is not set: The actual start date and forecast duration of the partial confirmation are taken into account when the earliest date is calculated.

All rights reserved.Unit 2: Dates 62 PLM220 © 2006 SAP AG. 2006 / Q2 .

you have planned dates but not begun to enter actual dates. These dates are simply alternative dates for time scheduling and are used in the course to “freeze” time scheduling at a certain point in time. compare them with the basic dates.1 Engineering and Design. Show the forecast dates. Before you start to enter actual dates. 4. start by opening your project in the project planning board and alter the display accordingly. Enter the following data in the confirmation dialog window: Continued on next page 2006 / Q2 © 2006 SAP AG. Hint: Forecast dates can be determined via scheduling in the same way as basic dates. So far. 2. To do this. Task: 1. 3. Release WBS element T-100##. you will be able to: • Describe the effects of actual dates on time scheduling Business Example You create partial confirmations for activities that are already being processed and calculate the resulting shifts in dates for your project. Actual dates. This allows comparisons to be made with changed time scheduling (basic dates) at a later stage. Take a look at how actual dates affect planned dates in the project planning board. you have to release activities or WBS elements. Before you can enter actual data. transfer the dates planned previously (basic dates) to the set of dates for alternative time scheduling (forecast dates).PLM220 Lesson: Actual Dates Exercise 3: Actual Dates from Confirmations Exercise Objectives After completing this exercise. Display both the actual dates and the basic dates in the diagram area. however. Enter a partial confirmation for the activity 1000 Engineering of drawing/calculation/design. All rights reserved. and then hide them again. can also affect your planned dates. The status is inherited to lower-level activities to allow you to continue entering actual activity data. 63 .

Deselect Final conf. Select the “bottom-up” scheduling scenario again. Modify the parameter for scheduling in the project planning board so that all settings match those of the “bottom-up” scenario. 6. in particular. Compare the basic dates with the forecast dates. © 2006 SAP AG. Hide the forecast and actual dates again. while the Shift order indicator is also active. Deselect Processing % 20 % Actual start Copy the earliest start date Actual finish Actual start plus 2 working days Forecast duration 14 days Schedule your entire project. 2006 / Q2 . 9. Then schedule your entire project again and analyze the date changes. You can use the Shift order indicator to prevent the actual start dates from affecting scheduling. 64 8. 7. Field name Values Compl. how the basic dates for activity 1000 change. Note. All rights reserved.Unit 2: Dates PLM220 5. Save your modified schedule without saving any user-specific changes made to the project planning board.

To do this. Follow the same procedure to hide the forecast dates again after you have compared them with the basic dates. choose Edit → Reconcile dates → Transfer basic date to forecast. choose Select all. This allows comparisons to be made with changed time scheduling (basic dates) at a later stage. In the dialog box. Before you start to enter actual dates.PLM220 Lesson: Actual Dates Solution 3: Actual Dates from Confirmations Task: 1. a) To select all objects. however. Continued on next page 2006 / Q2 © 2006 SAP AG. select With activities. a) SAP Menu → Logistics → Project System → Project → Project Planning Board → Change Project (Double-click to select transaction). use project planning board profile 1001 Elevators/Turbines and click the Open project icon. b) Choose Set of Dates/View. In the menu. start by opening your project in the project planning board and alter the display accordingly. These dates are simply alternative dates for time scheduling and are used in the course to “freeze” time scheduling at a certain point in time. So far. All rights reserved. transfer the dates planned previously (basic dates) to the set of dates for alternative time scheduling (forecast dates). Take a look at how actual dates affect planned dates in the project planning board. choose the Adapt graphic icon. select Forecast dates and choose Confirm to confirm your input. Actual dates. Hint: Forecast dates can be determined via scheduling in the same way as basic dates. you have planned dates but not begun to enter actual dates. If the “Schedule WBS elements” dialog box appears. Show the forecast dates. To optimize the graphic display. can also affect your planned dates. and then hide them again. choose No. compare them with the basic dates. 2. Enter your project in the Project definition field. 65 .

Release WBS element T-100##. 5. Choose Confirm activity. Display both the actual dates and the basic dates in the diagram area. select Actual dates and choose Confirm to confirm your data entries. The status is inherited to lower-level activities to allow you to continue entering actual activity data. you have to release activities or WBS elements. Before you can enter actual data. 2006 / Q2 .1 Engineering and Design. 4. In the dialog box. Enter the following data in the confirmation dialog window: Field name Values Compl. b) Choose Set of Dates/View. Deselect Final conf. All rights reserved. Enter the data specified in the confirmation dialog window. Schedule your entire project. a) Select the WBS element T-100##. Confirm the confirmation by selecting Enter and choose Back to exit. Enter a partial confirmation for the activity 1000 Engineering of drawing/calculation/design. Deselect Processing % 20 % Actual start Copy the earliest start date Actual finish Actual start plus 2 working days Forecast duration 14 days a) Select activity 1000 Engineering of drawing/calculation/design.1 Engineering and Design. Choose Edit → Status → Release. Continued on next page 66 © 2006 SAP AG.Unit 2: Dates PLM220 3. A time bar corresponding to the actual data that was confirmed will now be displayed in the diagram area.

7. you cannot change the Shift order indicator.PLM220 Lesson: Actual Dates Note. 67 . a) Choose Set of Dates/View. The duration of the activity is based on the actual duration and the forecast (remaining) duration. Confirm your data entries by clicking Copy. Hide the forecast and actual dates again. in particular. Set the Shift order indicator. You may still need to set the “Adjust basic dates” indicator and enter 999 in the “Start in past” field. choose Select all. As a result the planned dates of the following activities in the network are shifted. Start the scheduling procedure by clicking the appropriate icon. Compare the basic dates with the forecast dates. b) Now reschedule your project. The system uses the confirmation data to determine a provisional finish for the activity being processed. Continued on next page 2006 / Q2 © 2006 SAP AG. a) Choose the Options icon. a) To select all objects. hide the forecast and actual dates again. select Forecast dates and choose Confirm to confirm your input. After you have compared the dates. Modify the parameter for scheduling in the project planning board so that all settings match those of the “bottom-up” scenario. set the scheduling scenario to Free scheduling. In the dialog box. Start the scheduling procedure by clicking the appropriate icon. Then schedule your entire project again and analyze the date changes. Notice how the time bar of activity 1000 becomes shorter and the dates of all following activities are adjusted. All rights reserved. In particular. Choose Select all to select all objects. All settings in the predefined “bottom-up” scheduling scenario are fixed. You can use the Shift order indicator to prevent the actual start dates from affecting scheduling. how the basic dates for activity 1000 change. while the Shift order indicator is also active. The settings for the predefined profile IDES scheduling forward correspond to the “bottom-up” scenario in scheduling type and form. 6. First.

2006 / Q2 . a) Choose the Options icon. All rights reserved. Confirm your data entries by clicking Copy. Change the scheduling scenario to “Bottom-up”. © 2006 SAP AG. but do not change your user-specific settings.Unit 2: Dates PLM220 8. Save your modified schedule without saving any user-specific changes made to the project planning board. 9. a) 68 Choose Save to save the changes to your project. Select the “bottom-up” scheduling scenario again.

69 .PLM220 Lesson: Actual Dates Lesson Summary You should now be able to: • Enter actual dates for WBS elements and activities 2006 / Q2 © 2006 SAP AG. All rights reserved.

2006 / Q2 .Unit Summary PLM220 Unit Summary You should now be able to: • Schedule dates for WBS elements using the project planning board • Perform scheduling with the aid of the project planning board • Set the relevant tables in Customizing • Enter actual dates for WBS elements and activities 70 © 2006 SAP AG. All rights reserved.

The system automatically calculates the actual dates for a WBS element from the accounting documents assigned to the WBS element. Determine whether this statement is true or false. Determine whether this statement is true or false. A B C D E The transaction used to carry out the scheduling.PLM220 Test Your Knowledge Test Your Knowledge 1. Relationships to other networks. The control key for the activity. True False The Shift order indicator controls how actual dates from final confirmations affect further scheduling runs. WBS elements can be linked together using relationships in order to specify the chronological order of WBS elements. Which functions for time scheduling with WBS elements can be carried out automatically by the system on saving with the help of planning methods? 3. Which factors can have an influence on the scheduling result of networks? Choose the correct answer(s). The work center in activities. □ □ True False 2. Dates of assigned WBS elements. □ □ □ □ □ 4. □ □ 2006 / Q2 True False © 2006 SAP AG. Determine whether this statement is true or false. □ □ 5. 71 . All rights reserved.

5. All factors listed can play a role in the scheduling of networks. 3. Which functions for time scheduling with WBS elements can be carried out automatically by the system on saving with the help of planning methods? Answer: The system can check the hierarchical consistency of time scheduling within the project and extrapolate dates within the project structure automatically on saving using the planning methods “Top Down”. C. Answer: False The Shift order indicator controls how actual dates from partial confirmations affect subsequent scheduling runs. E The result of scheduling depends on a variety of different influencing factors. calculated by extrapolation of actual dates of lower-ranked WBS elements. 2. The system automatically calculates the actual dates for a WBS element from the accounting documents assigned to the WBS element. The work breakdown structure has a purely hierarchical structure however. Which factors can have an influence on the scheduling result of networks? Answer: A. All rights reserved. The Shift order indicator controls how actual dates from final confirmations affect further scheduling runs. It is essential for understanding scheduling to have a knowledge of these factors.Test Your Knowledge PLM220 Answers 1. Answer: False Network activities can only be linked to each other by means of relationships in the project system. “Bottom Up” and “Strict Bottom Up”. 72 © 2006 SAP AG. Answer: False The actual dates for a WBS element can only be entered either manually. B. or derived from the provisional actual dates of assigned activities. 2006 / Q2 . D. 4. WBS elements can be linked together using relationships in order to specify the chronological order of WBS elements.

Unit Objectives After completing this unit.. you will be able to: • • • • • Describe the lifecycle of internal activities in projects Calculate capacity requirements Carry out capacity analyses for projects and work centers Distribute work to personnel resources Confirm internal services for internally-processed activities Unit Contents Lesson: Capacities – Overview ........... As well as capacity planning at work center level..................101 Lesson: Capacity Leveling........ and review the appropriate customizing settings......................................... 74 Exercise 4: Quick Run of Planning and Execution of Internal Activities .............. as well as an overview of capacity leveling options......... execution and analysis of internal services for projects.......... 73 .................. The unit also provides an overview of the various reports for analyzing the capacity situation for projects and for work centers.. 96 Exercise 6: Capacity Analysis ...............................................................................Unit 3 Capacities Unit Overview The lessons in this unit will cover the planning.......................................133 2006 / Q2 © 2006 SAP AG..... 115 Lesson: Confirmations ........ define the available capacity............ 83 Exercise 5: Available Capacity and Capacity Requirements ......124 Exercise 8: Confirmations and Actual Capacity Requirements .................... 87 Lesson: Capacity Analysis...... the various completion confirmation options for network activities (especially the Cross Application Time Sheet) and reduction of capacity requirements is discussed. 77 Lesson: Available Capacity and Capacity Requirements ....... Finally.. All rights reserved.........................................107 Exercise 7: Workforce Planning ....... In this unit you will create a work center........... workforce distribution for personnel resources is also discussed............................... learn about the various influencing factors for determining capacity requirements for your project..........

you learn about the stages involved in the lifecycles of internally-processed activities. 74 © 2006 SAP AG. however. The extent of this influence is indicated by the width of the lines in the slide. Lesson Objectives After completing this lesson. All rights reserved. Plan the services and analyze the capacity requirements.Unit 3: Capacities PLM220 Lesson: Capacities – Overview Lesson Overview This lesson provides an initial overview of the various aspects of capacity planning for projects. you will be able to: • Describe the lifecycle of internal activities in projects Business Example You want to perform a large part of the services for your turbine project in your own company. it is possible you may not have sufficient available capacity to perform the work. In other words. you want to use the company's own resources. Using a simple example. The Lifecycle of Internal Activities Figure 38: Overview of Capacities The planning of internal activities has a considerable influence on other objects and aspects in the Project System and in Capacity Planning. 2006 / Q2 .

75 . Capacity leveling or workforce planning may be unnecessary. for example. Figure 40: Internal Processing in the Project Planning Board 2006 / Q2 © 2006 SAP AG.PLM220 Lesson: Capacities – Overview Figure 39: Lifecycle of an Internal Activity Figure 39 “Lifecycle of an Internal Activity” illustrates all of the events in the lifecycle of an internally processed activity. however. if the time and effort these involve outweigh the benefits. You can omit some of the events if required. All rights reserved.

76 © 2006 SAP AG. Figure 40 shows only the minimum processing procedure. 2006 / Q2 .Unit 3: Capacities PLM220 You can use the project planning board to carry out all steps involved in the processing of internal activities. You can also call up workforce planning and capacity leveling directly from the planning board. All rights reserved.

monitor and execute internal activities in the project planning board for an activity of your turbine project using a “quick run”. You can also make this network header setting in the project planning board by selecting an activity and choosing Details → Network header. Hint: You can determine capacity requirements automatically on saving by activating the Capacity requirements indicator in the network header. 2. Enter the following data: 4. Business Example You plan. Plan work for activity 1100 Engineering of running gear. The capacity requirements will only be calculated after the next scheduling run. Continued on next page 2006 / Q2 © 2006 SAP AG. Task: 1. Use the 1001 Elevators/Turbines planning board profile. you will be able to: • You carry out a “quick run” of planning and execution of internal activities in the project planning board. Keep an eye on the status bar in the project planning board. All rights reserved. Open your project T-100## including activities in the project planning board. Field Name Values Work center 2200 Work 120 hours Activity type 1429 Normal duration 16 days Determine the capacity requirements for your project using the appropriate functions in the project planning board menu. Call up the project planning board. 3. 77 .PLM220 Lesson: Capacities – Overview Exercise 4: Quick Run of Planning and Execution of Internal Activities Exercise Objectives After completing this exercise.

2006 / Q2 . In the previous unit.Unit 3: Capacities PLM220 Start scheduling your entire project. which left a capacity requirement of 80%. Hint: As a result of the final confirmation. All rights reserved. To do so. 7. Enter the relevant final confirmations. Analyze the capacity requirements of the WBS element T-100##. the system resets all the capacity requirements of the activity to zero. 6. Close the capacity overview. double-click the work center. © 2006 SAP AG. Now observe the status of activity 1000. The two activities 1000 Engineering of drawing/calculation/design and 1100 Engineering of running gear are completed as planned. 5.1 Engineering and Calculation. Then hide the legend again. Use the capacity overview in the project planning board to do this. 78 Save the changes to your project and return to the SAP menu. display a histogram of the requirements instead of a bar chart. In the capacity overview for work center 2200 Specifications statics. Display the legend for an explanation of the information shown. Hint: You can also look at the work center from the project planning board. you entered a partial confirmation of 20%.

Continued on next page 2006 / Q2 © 2006 SAP AG. Set the with activities indicator and choose the Open project icon.PLM220 Lesson: Capacities – Overview Solution 4: Quick Run of Planning and Execution of Internal Activities Task: 1. Confirm your entries by clicking the Back icon. 4. a) 3. The capacity requirements will only be calculated after the next scheduling run. Hint: You can determine capacity requirements automatically on saving by activating the Capacity requirements indicator in the network header. Open your project T-100## including activities in the project planning board. Enter the following data: Field Name Values Work center 2200 Work 120 hours Activity type 1429 Normal duration 16 days a) Call up the detail screen for activity 1100 by double-clicking the time bar or the activity number. Determine the capacity requirements for your project using the appropriate functions in the project planning board menu. SAP Menu → Logistics → Project System → Project → Project Planning Board → Change Project (Double-click to select transaction) Enter your project in the Project definition field and select the Elevators/Turbines planning board profile. All rights reserved. Plan work for activity 1100 Engineering of running gear. Keep an eye on the status bar in the project planning board. You can also make this network header setting in the project planning board by selecting an activity and choosing Details → Network header. Use the 1001 Elevators/Turbines planning board profile. a) 2. 79 . Click the Internal tab and enter the data specified. Call up the project planning board.

Continued on next page 80 © 2006 SAP AG. 5. Choose the appropriate entry in the context menu for displaying the legend. c) 6.1 Engineering and Calculation. choose. To do so. a) Select the WBS element T-100##. Close the capacity overview. All rights reserved. b) Select work center 2200. Then hide the legend again. for example. Display the legend for an explanation of the information shown. Close chart from the context menu. Choose Edit → Functions → Activate capacities. then right-click to open the context menu and choose Load as histogram. display a histogram of the requirements instead of a bar chart. Use the capacity overview in the project planning board to do this. double-click the work center. The two activities 1000 Engineering of drawing/calculation/design and 1100 Engineering of running gear are completed as planned. 2006 / Q2 . To close the capacity overview. Analyze the capacity requirements of the WBS element T-100##. Enter the relevant final confirmations.Unit 3: Capacities PLM220 Start scheduling your entire project. Choose the Capacity overview icon. Show the legend and hide it again using Close chart in the menu. Finally. In the capacity overview for work center 2200 Specifications statics.1. Hint: You can also look at the work center from the project planning board. a) Choose Select all to select all objects. start scheduling your project by clicking the appropriate icon.

Choose Back. © 2006 SAP AG. Do this by clicking Next activity. a) 2006 / Q2 Finally. Copy the remaining data and go to the next activity. Manually confirmed. which left a capacity requirement of 80%.PLM220 Lesson: Capacities – Overview Now observe the status of activity 1000. 7. the system resets all the capacity requirements of the activity to zero. Choose Back. choose Save and then Back to return to the SAP menu. Save the changes to your project and return to the SAP menu. All rights reserved. you entered a partial confirmation of 20%. b) Call up the detail screen of activity 1000 by double-clicking the activity bar or the activity number. Enter the earliest start or earliest finish as the actual start or finish and copy the remaining data. Hint: As a result of the final confirmation. Enter the earliest finish as the finish date. a) Hold down the CTRL key and select the two activities 1000 and 1100. 81 . You may need to switch to the Internal tab. In the previous unit. and Confirmed. Choose the Confirm activity icon. The dialog screen for confirming activity 1000 appears. The activity should have the statuses Released.

2006 / Q2 .Unit 3: Capacities PLM220 Lesson Summary You should now be able to: • Describe the lifecycle of internal activities in projects 82 © 2006 SAP AG. All rights reserved.

All rights reserved. 83 .PLM220 Lesson: Available Capacity and Capacity Requirements Lesson: Available Capacity and Capacity Requirements Lesson Overview This lesson covers the settings that need to be made in the work center to define available capacity. and the settings in internally processed activities to calculate capacity requirements. Lesson Objectives After completing this lesson. You start by creating a suitable work center and defining the available capacity. Internally-Processed Activities and Capacity Requirements Figure 41: Details of an Internally-Processed Activity 2006 / Q2 © 2006 SAP AG. You then calculate the capacity requirement for your project based on the capacities for this work center. you will be able to: • Calculate capacity requirements Business Example Part of the assembly work for the turbine system is to be carried out by employees from a new work center.

2006 / Q2 . The value in the Work field generally determines the size of the planned capacity requirements. the work is distributed evenly to the latest dates. the distribution key is determined from the work center. The system can only determine capacity requirements if you have entered a work center. If the work center field is also blank. The Distribution key field determines how the capacity requirements are to be distributed over the duration of the activity. The activity type is determined from the work center (and its assignment to a cost center). If this field is blank. Work Centers and Available Capacity Figure 42: Details of Work Center.to set whether an activity is relevant at all for determining capacity requirements.amongst other things . Capacities 84 © 2006 SAP AG.Unit 3: Capacities PLM220 Figure 41 “Details of an Internally-Processed Activity” highlights the main settings for capacity requirements for internal activities:f • • • • • You use the Control key . All rights reserved. The requirements are generated at this work center and the work center supplies the available capacity. This is essential for the calculation of the cost for an activity.

only the Work field is used from the activity. Usually. • • • On the Capacities tab page.f This standard available capacity can be refined using additional intervals. Available capacity specifies the performance of a capacity category in a work center. The formula for calculating the internal processing requirement defines how capacity requirements are to be determined from the activity details.PLM220 Lesson: Available Capacity and Capacity Requirements Figure 42 “Details of Work Center. You can perform this availability check from the network or during capacity leveling. The overload specifies the percentage of capacity requirements that the available capacity may exceed without the availability check affecting activity scheduling. Capacities” highlights the main settings for defining the capacities of a work center. 85 . The Relevant to finite scheduling switch allows you to determine whether the capacity category is to be considered in an availability check. You define the following in the header for the capacity category: • • • You define the standard available capacity for the capacity category. for example) of a work center. Figure 43: Available Capacity The capacity data in the work center and the available capacity determine the available output of labor and machines within a certain time period. Each capacity category has its own available capacity. you can specify the individual capacity categories (labor. All rights reserved. machine. 2006 / Q2 © 2006 SAP AG. The distribution key of the work center is only used by the system if no distribution key is specified in the activity.

Capacity requirements are determined in the same way as internally-processed activities. All rights reserved.Unit 3: Capacities PLM220 The formulas in the work center determine how capacity requirements are calculated. The system determines the capacity requirements using the formula in the work center and the work from the network activity. To do so. Figure 44: Capacity Requirements Scheduling determines the capacity requirements using the scheduled dates for the service to be performed. you must set the Scheduling and Capacity requirements indicators in the control key. 86 © 2006 SAP AG. 2006 / Q2 . Capacity requirements can also be determined for externally-processed activities.

Use the following data on the Capacities tab page of your work center 25##: Continued on next page 2006 / Q2 © 2006 SAP AG. 87 . you will use this work center in your network and examine the corresponding capacity requirements. Later. Next enter the data for the available capacity for the work center. Enter the following data: Field name Values Text Group ##. You therefore calculate the corresponding capacity requirement.PLM220 Lesson: Available Capacity and Capacity Requirements Exercise 5: Available Capacity and Capacity Requirements Exercise Objectives After completing this exercise. assembly Responsible person 001 Usage 003. Task: 1. Create a new work center in the Project System menu. This work center is used for assembly activities for your turbine project. only networks Save your entries before continuing. All rights reserved. 2. Use the following data on the initial screen: Field name Values Plant 1300 Work center 25## Work center category 0006 The basic data screen appears for the work center. you will be able to: • Define a capacity requirement • Generate capacity requirements Business Example You create a new work center and define the available capacity for capacities of this work center.

Finish 18:00 Length of breaks 1 hour Capacity utilization 100 % Number of individual capacities 1 Relevant to finite scheduling Yes Can be used by several operations… Yes Overload 20 % Long-term planning No Save your entries before continuing.Unit 3: Capacities PLM220 Field name Value Capacity category 002 Formula for capacity requirements SAP008 Distribution key SAP030 Enter the available capacity for this capacity category on the detail screen. 3. Maintain this data. All rights reserved.m. enter the cost center assignment and costing data as follows: Continued on next page 88 © 2006 SAP AG. 2006 / Q2 . Your new work center is still missing scheduling data and needs to be assigned to a cost center. Use the following data for this: Field name Value Capacity planner grp 001 Factory calendar ID 01 Base unit of measure Hours Start 8 a. Enter the following data in the detail screen for scheduling: Field name Value Capacity category 002 Other formula SAP004 Next.

1421 Then save your entries and go back to the main SAP menu.PLM220 Lesson: Available Capacity and Capacity Requirements Field name Value Start date Start of current year Cost center 4290 Formula key (field has no label) SAP008 ActType Int. 2006 / Q2 © 2006 SAP AG. All rights reserved. Use the following data: 5. Then check the capacity load of work center 25##. In addition. Is there an overload? Note down the earliest start date and the latest finish date of the activity for comparison at a later stage. 89 . and go back to the main SAP menu. Use your new work center 25## in your project. Field Name Value Work center 25## Work 300 hours Duration 30 days Distribution key SAP020 The capacity requirements and planned dates are no longer up-to-date. valves. Edit the project using the project planning board. in activity 4000 Production of running gear. plan work for this activity on your work center. bearing. Update the data for your project by rescheduling the project. View the histogram display of the load in the capacity overview. 4. Earliest start: ___________ Latest finish: ___________ Save your project.Proc.

All rights reserved. only networks Save your entries before continuing. assembly Responsible person 001 Usage 003. Enter the following data: Field name Values Text Group ##. 2006 / Q2 . on the basic data screen for the work center enter the data specified in the exercise. Then click the Basic data button or go to the next screen by choosing Enter. b) Next.Unit 3: Capacities PLM220 Solution 5: Available Capacity and Capacity Requirements Task: 1. 2. Use the following data on the initial screen: Field name Values Plant 1300 Work center 25## Work center category 0006 The basic data screen appears for the work center. a) SAP Menu → Logistics → Project System → Basic Data → Master Data → Work Center → Master Record → Create (Double-click to select the transaction) Use the data specified on the initial screen. Use the following data on the Capacities tab page of your work center 25##: Continued on next page 90 © 2006 SAP AG. Next enter the data for the available capacity for the work center. Later. Finally. choose Save. Create a new work center in the Project System menu. you will use this work center in your network and examine the corresponding capacity requirements.

Enter the capacity category.m. choose Save. a) Choose from the menu Work Center → Change. Key. All rights reserved. c) Enter the detail screen of the capacity category that you just created by chossing the Capacity header data icon. and the distribution key in the field labeled Int. Confirm your input with Continue. Use the following data for this: Field name Value Capacity planner grp 001 Factory calendar ID 01 Base unit of measure Hours Start 8 a. Finally. enter the formula for capacity requirements in the field Other formula. Continued on next page 2006 / Q2 © 2006 SAP AG. dist. Finish 18:00 Length of breaks 1 hour Capacity utilization 100 % Number of individual capacities 1 Relevant to finite scheduling Yes Can be used by several operations… Yes Overload 20 % Long-term planning No Save your entries before continuing. Use the data indicated for this. Now specify the available capacity. Confirm your input with Continue. Enter your work center ID. 91 . b) Choose the Capacities button.PLM220 Lesson: Available Capacity and Capacity Requirements Field name Value Capacity category 002 Formula for capacity requirements SAP008 Distribution key SAP030 Enter the available capacity for this capacity category on the detail screen.

PLM220 Your new work center is still missing scheduling data and needs to be assigned to a cost center.Unit 3: Capacities 3. 4. Maintain this data. enter the cost center assignment and costing data as follows: Field name Value Start date Start of current year Cost center 4290 Formula key (field has no label) SAP008 ActType Int. Enter the following data in the detail screen for scheduling: Field name Value Capacity category 002 Other formula SAP004 Next. The detail screen for scheduling appears. plan work for this activity on your work center. b) Choose the Costing tab page. Use your new work center 25## in your project. bearing. valves. Enter the specified data and confirm your entries. Edit the project using the project planning board. in activity 4000 Production of running gear.Proc. All rights reserved. Enter the specified data and confirm your entries. 1421 Then save your entries and go back to the main SAP menu. Use the following data: Continued on next page 92 © 2006 SAP AG. a) Choose Scheduling on the initial screen to change your work center 25##. 2006 / Q2 . Finally. In addition. choose Save followed by Back to return to the SAP menu.

Is there an overload? Note down the earliest start date and the latest finish date of the activity for comparison at a later stage. The capacity requirements and planned dates are no longer up-to-date. 93 . Choose Back.PLM220 Lesson: Available Capacity and Capacity Requirements Field Name Value Work center 25## Work 300 hours Duration 30 days Distribution key SAP020 a) SAP Menu → Logistics → Project System → Project → Project Planning Board → Change Project (Double-click to select transaction) Open your project T-100## including activities. Call up the detail screen for activity 4000 by double-clicking the time bar or the activity number. Earliest start: ___________ Latest finish: ___________ Continued on next page 2006 / Q2 © 2006 SAP AG. Update the data for your project by rescheduling the project. Then check the capacity load of work center 25##. All rights reserved. View the histogram display of the load in the capacity overview. Choose the Internal tab page and enter the data indicated. 5.

choose Save followed by Back to return to the SAP menu. Your capacity requirements will be within this period. Note down the earliest start date and the latest finish date of the activity for comparison at a later stage. and go back to the main SAP menu. Choose Load as histogram in the context menu (right mouse button).Unit 3: Capacities PLM220 Save your project. Switch to the Dates tab page on the detail screen of the activity.4 Production and then click the Capacity overview icon. Select WBS element T-100##. Close the capacity overview and double-click to go to the detail screen of activity 4000. Start the scheduling procedure by clicking the appropriate icon. a) Choose Select all to select all objects. c) 94 Finally. 2006 / Q2 . Overloads on your work center are displayed in red. b) Check the capacity load of work center 25##. © 2006 SAP AG. All rights reserved. Exit the detail screen of the activity again by choosing Back.

PLM220 Lesson: Available Capacity and Capacity Requirements Lesson Summary You should now be able to: • Calculate capacity requirements 2006 / Q2 © 2006 SAP AG. All rights reserved. 95 .

which was developed for the R/3 Enterprise release. to determine what information is displayed. Capacity Analysis in the Structure Information System Figure 45: Capacity Analysis in the Structure Information System You can evaluate capacity requirements directly in the Project System information system. Alternatively. This is designed for occasional users and is easy to use. 2006 / Q2 . The overview is structured in exactly the same way as the Structures Information System. All rights reserved. you will be able to: • Carry out capacity analyses for projects and work centers Business Example You would like to know whether all the capacities you need to carry out your project are also available on the dates in question. However the information it provides is not as detailed as in the enhanced individual overview.Unit 3: Capacities PLM220 Lesson: Capacity Analysis Lesson Overview This lesson provides an overview of reports in the project system and of capacity planning for assessment of the capacity situation in projects and work centers. You can use PS info profiles. for example. Use the enhanced individual overview for capacity requirements from the Structures Information System. Lesson Objectives After completing this lesson. You therefore analyze the capacity requirements for your project and compare these with the available capacity. 96 © 2006 SAP AG. you can also use the Capacities individual overview.

You can display the different evaluations in tabular and graphical form using the SAP Business Graphics. You can perform various evaluations here: • • • The standard overview provides you with an overview of the load situation at selected work centers. 2006 / Q2 © 2006 SAP AG. You can also process orders and confirmations and display stock/requirements lists from the detailed capacity list. All rights reserved. 97 .PLM220 Lesson: Capacity Analysis Capacity Planning Reports Figure 46: Analysis with Capacity Evaluation Reports You can use capacity evaluation to analyze the capacity loads in your company. You can use the capacity detail list to display details of the orders and networks that create capacity requirements at the work centers. You can use the variable overview to evaluate and display any data from capacity planning. It compares the capacity requirements and the available capacity of the selected work centers with the capacity already filled by the work centers for each period. You can display or process work centers and capacities from all evaluation lists.

To be able to evaluate actual capacity requirements. This selection profile is used in the SAPPS_G021 overall profile. SAP will change selection profile SAPPS_S020 for the course later. Figure 48: Customizing for Enhanced Capacity Evaluation 98 © 2006 SAP AG.Unit 3: Capacities PLM220 Figure 47: Enhanced Capacity Evaluation Important: In the standard system it is not possible to select actual capacity requirements for projects in the enhanced capacity evaluation. All the profiles for enhanced capacity evaluation are maintained in Customizing for Capacity Planning. 2006 / Q2 . All rights reserved.

SCM360). All of the Customizing activities required are discussed in the courses on Capacity Planning (e. 2006 / Q2 © 2006 SAP AG.PLM220 Lesson: Capacity Analysis The overall profile contains all settings required for enhanced evaluations and capacity leveling. You can set the overall profile and all associated subprofiles within Customizing for capacity planning. All rights reserved.g. 99 .

All rights reserved.Unit 3: Capacities 100 PLM220 © 2006 SAP AG. 2006 / Q2 .

Change the selection of fields displayed in the report. enter YIDES_130000. Analyze the capacity requirements for your project T-100## with the enhanced individual overview of capacity requirements in the Project System information system. Look at the capacity load utilization of your work center using a suitable report in the PS information system. For example. If you are asked to provide a PS info profile. you will be able to: • Analyze capacity requirements in the Structures Information System and in a capacity overview Business Example You analyze the capacity requirements for your turbine project. remove the Work center text and add the following fields: Field Name Activity Earliest start date Latest finish date Normal duration Change the way in which the capacity requirements are grouped so that they are sorted according to WBS elements. You check whether the capacities you need to carry out the project are also available on the dates in question. 2. Task: 1. Enter the following values on the initial screen of the report: Continued on next page 2006 / Q2 © 2006 SAP AG. All rights reserved. 101 . Then exit the report without saving the overview.PLM220 Lesson: Capacity Analysis Exercise 6: Capacity Analysis Exercise Objectives After completing this exercise.

102 © 2006 SAP AG. All rights reserved.Unit 3: Capacities PLM220 Field Name Value Work center 25## Capacity planner group 001 Capacity planner group 1300 If you cannot see all the capacity requirements for your project. Take a closer look at the requirements for an individual period. display the Activity field in the detail view. Finally. Which activity creates the requirement? Return to the display for all periods and display the load graphic. adjust the evaluation period. exit the graphic and the report. To do this. 2006 / Q2 .

remove the Work center text and add the following fields: Field Name Activity Earliest start date Latest finish date Normal duration Change the way in which the capacity requirements are grouped so that they are sorted according to WBS elements. For example. 103 . All rights reserved. Analyze the capacity requirements for your project T-100## with the enhanced individual overview of capacity requirements in the Project System information system. Change the selection of fields displayed in the report. Continued on next page 2006 / Q2 © 2006 SAP AG. If you are asked to provide a PS info profile.PLM220 Lesson: Capacity Analysis Solution 6: Capacity Analysis Task: 1. enter YIDES_130000.

A dialog box appears in which you can save the report data. c) Click the Group icon. Enter the following values on the initial screen of the report: Field Name Value Work center 25## Capacity planner group 001 Capacity planner group 1300 If you cannot see all the capacity requirements for your project. display the Activity field in the detail view. Remove the Work center text and add the fields indicated. Look at the capacity load utilization of your work center using a suitable report in the PS information system.Unit 3: Capacities PLM220 Then exit the report without saving the overview. Finally. enter your project definition T-100##. Then choose the WBS element field and show it using the Show fields icon. To do this. exit the report entirely using the Back icon. enter YIDES_130000. Click Continue to update the field selection. Choose Continue. 2. All rights reserved. b) Change the field selection by clicking the Choose fields icon. Select the grouping criteria in the left half of the dialog box and choose Hide fields. Choose No here. 2006 / Q2 . d) Choose Back to exit the report. Which activity creates the requirement? Continued on next page 104 © 2006 SAP AG. adjust the evaluation period. If you are asked to provide a PS info profile. a) SAP Menu → Logistics → Project System → Information System → Structures → Enhanced Individual Overviews → Capacity Requirements (Double-click to select transaction) On the initial screen. Take a closer look at the requirements for an individual period. Click the Execute icon to call up the report.

Activity 4000 of your project causes the capacity requirement in this period. a) SAP Menu → Logistics → Project System → Information System → Resources → Capacity Load → Work Center View (Double-click to select transaction). c) Select a period whose requirements are greater than zero. finish field in the Interval to be evaluated section. This work center will probably be overloaded for several weeks by the capacity requirements for your project. use the data specified. keep clicking Back until you are back in the SAP menu. 105 . Increase the value accordingly (if necessary. © 2006 SAP AG. All rights reserved. Choose the Standard Overview icon. choose Settings → General and position your cursor in the Int. d) Choose Back. Then select the Standard overview icon for a graphical display of the load. exit the graphic and the report. details/period. On the initial screen. Confirm your data entries by clicking the Continue pushbutton. If you do not find all capacity requirements for your project. Finally. b) A week-by-week list of your work center's capacity requirements appears. e) 2006 / Q2 To exit the graph and report. then click Cap. Choose the Choose fields pushbutton. Select it and copy it to the left hand side of the dialog box by clicking the Choose icon.PLM220 Lesson: Capacity Analysis Return to the display for all periods and display the load graphic. compare it with the latest finish of the activity you noted down previously). Look for the Operation field on the right hand side of the dialog box that appears.

Unit 3: Capacities PLM220 Lesson Summary You should now be able to: • Carry out capacity analyses for projects and work centers 106 © 2006 SAP AG. All rights reserved. 2006 / Q2 .

you will learn about the various options for carrying out capacity leveling for projects. you will be able to: • Distribute work to personnel resources Business Example For the internal activities in your project. Lesson Objectives After completing this lesson. 107 . You would like to compare the available capacity to the capacity requirements generated for your project. You also would like to distribute the planned work to individual personnel within your company. This lesson will cover workforce planning of personnel resources as a means of performing capacity leveling. All rights reserved.PLM220 Lesson: Capacity Leveling Lesson: Capacity Leveling Lesson Overview In this lesson. Overview Figure 49: Capacity Leveling 2006 / Q2 © 2006 SAP AG. you evaluate the options for performing capacity leveling whenever you have a capacity overload.

You can select a particular work center and display a capacity load curve that shows both the capacity requirements and the available capacity. one for the available capacity of the work center by period and the other for the capacity requirements of different orders or networks. For capacity leveling. These work centers appear as bars on a time axis. Each of them has at least two sections. There are different views for capacity planning and for workforce planning: • • The work center view selects all capacity requirements for the specified work centers within a given time. All rights reserved. for example: by changing the work center or rescheduling the activity to a period when capacity is available. you can use the capacity planning board either in graphical or tabular form.Unit 3: Capacities PLM220 There are various capacity leveling methods for networks/activities: • • You can use the project planning board to display the capacity load for the work centers assigned to the internal activities. The project view selects all activities with work centers for a specified project. 2006 / Q2 . Workforce Planning Figure 50: Workforce Planning 108 © 2006 SAP AG. Red sections on these bars indicate an overload within a specific time period. Workforce planning is a user interface that you can use to distribute given work to persons allocated to the work center. You can use the project planning board to level capacities.

Data display: – – – Availability of the person (read from HR) Total capacity load on the person Activity data You can assign the personnel. sending it to other users or storing it in a local file. 2006 / Q2 © 2006 SAP AG. All rights reserved. 109 . Characteristics of workforce planning: • • • Two different views: the work center view and the project view Personnel can be assigned to activities quickly and easily. Figure 51: Evaluation of Workforce Planning Evaluation lets you display the work distribution for projects. Selecting via personnel resources also allows you to evaluate workforce planning on the basis of organizational units. you select work centers. who are assigned to the work center for the activity. personnel that are available in HR. or.PLM220 Lesson: Capacity Leveling Using workforce planning you can assign personnel to activities. if the settings allow. The project view displays all activities that are assigned to the chosen networks or WBS elements. work centers or personnel resources. plants or personnel resources (here: person or position). When calling up workforce planning in the work center view. The standard functions of this tool allow you to use the evaluation as a basis for printing workforce planning. WBS elements or networks. you select project definitions. • • • When calling up workforce planning in the project view. or personnel that belong to the project team assigned to a WBS element. The evaluation is carried out using the SAP List Viewer (ALV).

The persons are either assigned via HR organizational units. you can create a project team for a WBS element. Figure 53: Assignment of Persons to Work Centers 110 © 2006 SAP AG. which can then be assigned to activities in workforce planning. you cannot access the project team of the higher-level WBS element during “workforce planning”. The project team is composed of personnel that have been assigned to the project team.6. via positions or directly. you can access the project team of the higher-level WBS element during “workforce planning”. If a WBS element does have its own project team. All rights reserved.Unit 3: Capacities PLM220 Figure 52: Project Team As of Release 4. If a WBS element does not have its own project team. 2006 / Q2 .

6A onwards. 2006 / Q2 © 2006 SAP AG. you need to use profiles for workforce planning. These must be entered on the initial screen and may be changed temporarily if required.6A onwards. which proposes a worklist for entering activities for a person Figure 54: Customizing for Workforce Planning To carry out and evaluate workforce planning. Exceptions are used when evaluating workforce planning. for example. weeks. From Release 4. or months. you can display individual periods for specific days. From Release 4. You can distribute work to persons as well as assign positions or HR organizational units. The profiles for workforce planning are defined in the resource section of customizing for Project Systems.PLM220 Lesson: Capacity Leveling You can assign persons to work centers: • • At capacity category level At work center level This assignment is important for: • • Workforce planning The Cross-Application Time Sheet (CATS). 111 . you can assign persons from the work center or project organization or persons of your choice. All rights reserved. Within workforce planning. you can work with mixed period splits.

You can call up various transactions from the graphical planning board such as: • • 112 Change/display the order or activity Change/display the work center or the capacity screen of the work center © 2006 SAP AG. you can dispatch activities by dragging them with the mouse to the work center/capacity category for a certain period. 2006 / Q2 . All rights reserved. Figure 55: Capacity Planning Table In the graphical capacity planning table. Set scheduling of activities on work centers can occur in certain periods.Unit 3: Capacities PLM220 Capacity Planning Table You can perform capacity leveling using the capacity planning table or (graphical) capacity planning table.

You can display requirements in the requirements section (dispatched and/or not dispatched). All rights reserved. load. 113 . The tabular capacity planning table is divided up into a resources section and a requirements section. • • 2006 / Q2 The resources section contains: The name of the work center or capacity with the capacity category. It displays the available capacity and distributed capacity requirements. or an individual capacity view or order view.PLM220 Lesson: Capacity Leveling Figure 56: Tabular Planning Board The tabular capacity planning board contains the following types of display: • • Work center / capacity with availability. © 2006 SAP AG. dispatched and pool for several periods Multiple work centers / capacities with availability and load for several periods The tabular capacity planning board can be called up in the work center view. dispatched capacity requirements and requirements in the worklist that have not yet been dispatched. scheduling periods. The output unit for the available capacity and capacity requirements is specified in the evaluation profile.

2006 / Q2 . All rights reserved.Unit 3: Capacities 114 PLM220 © 2006 SAP AG.

Assign the organizational unit 1300 Project Center Frankfurt to the WBS element Turbine. Task: 1. Enter the following data on the initial screen of the relevant transaction: Field name Value Project T-100## Profile 1302 Continued on next page 2006 / Q2 © 2006 SAP AG. This project organization serves as a “default quantity” for workforce planning later on. 2. The positions and persons have already been created in the HR system and can be used for workforce planning later on. Now assign personnel resources to activities of your projects. you will be able to: • Distribute planned work to personnel • Analyze the distribution of work Business Example You distribute planned work for various activities in your turbine project to individual persons and check the availability of these resources. save your data and go back to the main SAP menu. Create a project organization for the top level WBS element of your project in the project planning board. Do this using the workforce planning project view and persons of your project team and your work center. All rights reserved. Which persons make up your project organization? ___________________ Finally. Then save your work center change. Assign a person to the capacity category in your work center.PLM220 Lesson: Capacity Leveling Exercise 7: Workforce Planning Exercise Objectives After completing this exercise. The employees to which you have assigned work can access information about workforce planning later as part of time-data recording. 115 . 3. Assign position 500141## to capacity category 002 of your work center 25##.

You can now adjust the assignment: Select the assignment and click the Change assignment pushbutton. Then exit the evaluation. Display the availability or load for Dieter Martens. Now enter several hours for a few periods on the right-hand side of the graphic. bearing. res. Allocate some hours during the first week of the scheduled capacity requirements by scrolling sideways to find the schedule work time frame. These exceptions are highlighted using traffic light colors. Then choose the Copy icon. You can change the assignment period here. In this case. Save your entries. Create an exception yourself. 4. Assign him to activity 1200 Engineering of case. Select An overview of the personnel assigned to the project appears.Unit 3: Capacities PLM220 Profile 1302 is used to calculate the planning period relative to the current date. 116 © 2006 SAP AG. valves. Stay in workforce planning and assign the person from your work center 25## to activity 4000 Production of running gear. Now schedule this person for a few hours at the proposed times. the capacity requirements for the activity are outside the planning period. Evaluate the workforce planning settings for your project. Set the traffic lights to change to red if less than 5% of the requirements are assigned to a resource. All rights reserved. Enter the following data on the initial screen of the relevant transaction: Field name Value Project T-100## Profile 1302 With availability pers. 2006 / Q2 . The employee Dieter Martens is a member of your project team. Hint: If none of the fields are ready for input. you do not need to enter a start or finish date for workforce planning. The first column shows Exceptions.

All rights reserved. This project organization serves as a “default quantity” for workforce planning later on. Assign the organizational unit 1300 Project Center Frankfurt to the WBS element Turbine. Which persons make up your project organization? ___________________ Continued on next page 2006 / Q2 © 2006 SAP AG. 117 . Create a project organization for the top level WBS element of your project in the project planning board.PLM220 Lesson: Capacity Leveling Solution 7: Workforce Planning Task: 1.

click the Save icon to create the assignment. Now enter *proj* on the Abbreviation and Name tab of the search screen and select Start search. Now assign organizational unit 1300 Project Center Frankfurt to WBS element Turbine. 2006 / Q2 . click Save and then use Back to return to the SAP menu. Finally. 2. Click the Project team for WBS element icon. c) Expand all the branches in the overview to find the persons that belong to this project organization. double-click the Organization unit row. Then exit the project organization assignment. The positions and persons have already been created in the HR system and can be used for workforce planning later on. b) You can assign the project organization in the project planning board on the detail screen of the WBS elements. use project planning board profile 1001 Elevators/Turbines and click the Open Project icon. Another dialog box appears. Assign position 500141## to capacity category 002 of your work center 25##.Unit 3: Capacities PLM220 Finally. Place your cursor on the Turbine row and click the Create assignment icon. go to the detail screen of the uppermost WBS element (by double-clicking WBS element T-100## Turbine). In the next dialog box. Select the entry described as Project Center Frankfurt and confirm this by clicking Copy. d) Exit the detail screen of the WBS element by clicking the Back icon. Continued on next page 118 © 2006 SAP AG. An overview of the personnel resources assigned to this element appears. save your data and go back to the main SAP menu. You return to the initial screen. Choose Back. To do this. Assign a person to the capacity category in your work center. select With activities. Here. a) SAP Menu → Logistics → Project System → Project → Project Planning Board → Change Project (Double-click to select transaction) Enter your project in the Project definition field. All rights reserved.

Finally. This opens a page called Change Work Center Capacity. Do this using the workforce planning project view and persons of your project team and your work center. b) Link the capacity category 002 with the HR system. Assign him to activity 1200 Engineering of case. You can do this by expanding the link display and then double-clicking the Position line. 119 . Enter position 500141## and choose Copy Change the layout to add the Key field. Record the employee number for your assigned employee. Continued on next page 2006 / Q2 © 2006 SAP AG.PLM220 Lesson: Capacity Leveling Then save your work center change. Choose the HRMS (HR assignment) pushbutton. double-click capacity category 002 to access the header for the capacity category. Enter the following data on the initial screen of the relevant transaction: Field name Value Project T-100## Profile 1302 Profile 1302 is used to calculate the planning period relative to the current date. 3. A screen appears in which you can create a link to a person. Place the cursor on the Position folder and choose the Create Assignment icon. a position or a requirements profile. The employee Dieter Martens is a member of your project team. To do this. you do not need to enter a start or finish date for workforce planning. All rights reserved. click the Save icon and return to the SAP menu. Assign position 500141## to the capacity category. In this case. a) SAP Menu → Logistics → Project System → Basic Data → Master Data → Work Center → Master Record → Change (Double-click to select the transaction) Enter your work center 25## and choose the Capacities pushbutton. Now assign personnel resources to activities of your projects.

Now schedule this person for a few hours at the proposed times. You can now adjust the assignment: Select the assignment and click the Change assignment pushbutton. d) Stay in workforce planning and now assign the person from your work center 25## to activity 4000 Production of running gear. You can change the assignment period here.Unit 3: Capacities PLM220 Now enter several hours for a few periods on the right-hand side of the graphic. Hint: If none of the fields are ready for input. b) An overview of all activities that have capacity requirements in the planning period appears. Enter the specified data on the initial screen and then click the Execute icon. the capacity requirements for the activity are outside the planning period. 2006 / Q2 . Then select the assignment and choose the Availability of personnel resources icon to display the availability or load for “Dieter Martens”. bearing. To do this. Then choose the Copy icon. You can now assign the person to the activity for individual periods. a) SAP Menu → Logistics → Project System → Resources → Workforce Planning → Project View (Double-click to select transaction). valves. This opens up a dialog box containing your project team. enter several hours for a few periods on the right-hand side of the table. Filter out the activities that are assigned to WBS element T-100##. Display the availability or load for Dieter Martens. Continued on next page 120 © 2006 SAP AG. bearing. All rights reserved. c) Select activity 1200 Engineering of case and then click the Create assignment icon. Save your entries. Use the Other WBS element button for this. Allocate some hours during the first week of the scheduled capacity requirements by scrolling sideways to find the schedule work time frame. and choose the WBS element in the dialog box by double-clicking it. valves. Stay in workforce planning and assign the person from your work center 25## to activity 4000 Production of running gear. Select the line Dieter Martens and choose Assign.1 Engineering and Calculation.

Finally. The person from your work center is not yet listed. valves and click the Create assignment icon. Select the person and click Assign. you now have to adjust the planning period (see the note in the exercise). Enter the following data on the initial screen of the relevant transaction: Field name Value Project T-100## Profile 1302 With availability pers. Set the traffic lights to change to red if less than 5% of the requirements are assigned to a resource.PLM220 Lesson: Capacity Leveling First call up the activity view of WBS element T-100##. Next. 121 . The first column shows Exceptions. bearing. Select An overview of the personnel assigned to the project appears. click the Save icon and return to the SAP menu. 4. The (inherited) project team list appears again. These exceptions are highlighted using traffic light colors. Allocate some hours for the activity. Do this using the Other WBS element pushbutton and choose the WBS element T-100##. The person is now listed along with the project team. Create an exception yourself. Now schedule this person for a few hours at the proposed times and confirm your input. Select activity 4000 Production of running gear. Evaluate the workforce planning settings for your project.4 Production by double-clicking it. You can now continue as before. All rights reserved.4 Production. Expand the organizational structure of the work center until you find the person you are looking for. Since the activity is planned far in the future. Continued on next page 2006 / Q2 © 2006 SAP AG. select the person (not the position) and click Continue. res. Choose the Work Center Organization Structure.

© 2006 SAP AG.Unit 3: Capacities PLM220 Then exit the evaluation. Finally. a) SAP Menu → Logistics → Project System → Resources → Workforce Planning → Evaluation (Double-click to select transaction) Enter the specified data on the initial screen and then click the Execute icon. Most of the activities of your project will now be shown with a red traffic light. click Copy. as your work was not distributed to any persons. All rights reserved. c) 122 Finally. In the Activity work distributed in % section. enter a value of 5% alongside the Less than or equal to sign. 2006 / Q2 . You may also select the Display indicator. b) Choose Settings and go to the Exceptions tab page. Change the color of the traffic light to red by simply clicking it with the left mouse button. exit the evaluation by clicking Back.

PLM220

Lesson: Capacity Leveling

Lesson Summary
You should now be able to:

Distribute work to personnel resources

2006 / Q2

© 2006 SAP AG. All rights reserved.

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PLM220

Lesson: Confirmations
Lesson Overview
This lesson deals with confirmation of network activities and the necessary
settings for this. As well as individual and collective confirmations, you also
learn about the Cross Application Time Sheet (CATS) as an option for entering
confirmations for projects.

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

Confirm internal services for internally-processed activities

Business Example
In the execution phase of your project, you use confirmations to document internal
services that have already been performed and record the processing status of
activities. You also use the Cross-Application Time Sheet to record time data.

Overview

Figure 57: Confirmation Options

124

© 2006 SAP AG. All rights reserved.

2006 / Q2

PLM220

Lesson: Confirmations

Confirmations document the processing status of activities and using confirmations
you can enter forecasts for the remaining work and duration to define how the
project will progress. Various business transactions are executed automatically
using confirmations, for example: posting actual costs, actual dates, actual labor
and if applicable, changing the activity status.
You can create confirmations in the following ways:





Individually for a network, activity, activity element or capacity split
As a collective confirmation for several network activities.
Using the Structures Information System (by selecting activities and
accessing individual or collective confirmation). You can send a
confirmation workflow from the information system to another user or to an
organizational unit.
Using the Cross-Application Time Sheet (CATS)
Via the Internet (by creating an individual or collective confirmation or
entering time data via the CATS)
Offline, using “Open PS for Pilot interface” or “Mobile Time & Travel”,
Via the PDC interface ) or using BAPIs to copy actual dates and actual work
from external systems (from SAP R/3 Enterprise).

Individual and Collective Confirmations

Figure 58: Individual and Collective Confirmation

2006 / Q2

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Unit 3: Capacities

PLM220

You can confirm one activity or activity element using an individual confirmation.
You enter the actual start and finish date, forecast finish date and forecast work on
the detail screen.
You can confirm various networks, activities, activity elements and individual
capacities at the same time with collective confirmation. You enter the actual start
and finish date, forecast finish date and forecast work in a tabular format.
From the Structures Information System, you can perform the following actions
for the activities that you have selected:



Go directly to the individual confirmation transaction
Go directly to the collective confirmation transaction
Store a pool of confirmations - you can then select this pool later in the
collective confirmation transaction or in the Cross-Appliaction Time Sheet
Send a pool of confirmations as a workflow to other users, who can then go
directly from their Office inbox to the collective confirmation transaction

Figure 59: Customizing Confirmations

In the confirmation parameters, specify the following settings on the basis of the
plant and network type:



126

When confirming, a final confirmation is proposed automatically.
Confirmations may be saved with confirmation dates in the future.
Whether the error log for cost determination is displayed.
Percentages for permitted work and duration variances.

© 2006 SAP AG. All rights reserved.

2006 / Q2

PLM220

Lesson: Confirmations

During the confirmation, you can enter reasons for plan data variances. In
Customizing, you can define appropriate deviation causes and, if required, link
them with the user status.
You can make a field selection for the confirmation screens based on influencing
fields (such as network type, network profile, or control key). The field selection
allows you, for example, to hide the fields you do not need, and to identify them
as display fields.

Variances and Actual Capacity Requirements

Figure 60: Variances in Confirmation

If the confirmed duration or amount of work exceeds the values you set for
the deviation parameters for a confirmation in customizing, the system can
automatically trigger a workflow:
MRP controllers receive the workflow messages in their Office inboxes. From
the workflow message they can display the confirmation, or the network and
can trigger return correspondence by mail back to the person who entered the
confirmation.

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Figure 61: Actual Capacity Requirements

As of Release 4.5A, you can determine the actual capacity requirements, which
you can access from the confirmation. In the extended evaluations for capacity
planning, you can then compare the planned capacity requirements with the actual
capacity requirements and display the remaining capacity (the difference).
To determine this, you need to activate the actual capacity requirements in the
capacity detail screen of the work center and the actual capacity requirements in
the extended capacity evaluation being used.

128

© 2006 SAP AG. All rights reserved.

2006 / Q2

All rights reserved. CO and MM-SRV. Reports pass on the entered. As of Release 4. approved) data to the various applications. Using different settings in the time entry profile you can define controls for entering adjustments. In this case. multiple data transfers are made to the different applications. 129 .PLM220 Lesson: Confirmations CATS – Cross Application Time Sheet Figure 62: Cross-Application Time Sheet (CATS) The Cross Application Time Sheet (CATS) is an integrated function for entering actual times that are important in HR. released (and.6. You can define the layouts and different functions of CATS yourself using data entry profiles. The actual times may be important for various applications at the same time. if necessary. you can use a report to transfer the data to several target applications at once. 2006 / Q2 © 2006 SAP AG. PS. PM. SM.

2006 / Q2 . and the data entry section): • • Depending on the group of employees (via data entry profile) User-defined (via table control) You can use worklists to simplify time data entry for the employees. PM. All rights reserved. Employees use the data in the worklist (for example. Objects the employee is working on (using the CATS database).Unit 3: Capacities PLM220 Figure 63: Data Entry Screen of the Time Sheet Time data is entered for one or more people. SM). Objects via user exits. Activities via pool of confirmations (for PS. © 2006 SAP AG. the information for the account assignment object) as templates for the data entry section. the worklist. The worklists can be filled in using: • • • • 130 Activities to which the employee is assigned via the work center or workforce planning (for PS. PM. CATS facilitates a flexible screen configuration (for the settings. SM).

for example. whether the data that has been entered is released when it is saved or whether it has to be approved. Figure 65: CATS Field Selection 2006 / Q2 © 2006 SAP AG. All rights reserved. It determines.PLM220 Lesson: Confirmations Figure 64: Customizing for CATS using Data Entry Profiles Data entry profiles for cross application time sheet components are maintained in customizing. 131 . The data entry profile determines how the times are entered (via field selection of the receiver) and to which components activity data is transferred.

2006 / Q2 . both receivers should appear as options in the field selection. The field selection should be as simple as possible and not contain any unnecessary fields. If the person works for a network as well as a receiver cost center. All rights reserved. 132 © 2006 SAP AG. for example. The field selection can be controlled using the data entry profile field. All possible receivers for activities should appear for a person or group of persons.Unit 3: Capacities PLM220 The field selection determines which of the fields in the work list and data entry screen groups are displayed and which are ready for input.

For the entry of actual services and dates. • Analyze current capacity requirements Business Example Some internal activities you planned for your turbine project have already been performed. You enter appropriate confirmations in the Structure Information System using the Cross-Application Time Sheet and evaluate the results of these confirmations. Next. Enter final confirmations for operations 1300 and 2000. 2.PLM220 Lesson: Confirmations Exercise 8: Confirmations and Actual Capacity Requirements Exercise Objectives After completing this exercise. it is essential that you release your activities and WBS elements (set Released status). 133 . Change your work center 25## in the Project System menu so that actual capacities can be determined and recorded using the confirmed services. 4. You should now use collective confirmation to confirm several of your project activities at once. first release your entire project in the project planning board and save your changes. you will be able to: • Enter confirmations using collective confirmations and the Cross-Application Time Sheet. To do this. 3. you will enter a confirmation with reference to your work center. Finally. and save your confirmations. All rights reserved. specify the profile YIDES_130000. You are already familiar with individual confirmation from the exercises for the unit on scheduling. In the next exercise. exit the information system without saving the overview. Confirm the activities for the person that you have assigned to work center 25## (using position assignment). Task: 1. Continued on next page 2006 / Q2 © 2006 SAP AG. If prompted by the system. You can call up the collective confirmation function from the Structure Information System. refresh the report to analyze the changes. Now use the time sheet to enter actual data for internally-processed activities.

5. bearing.g. valves. Hint: You use extended capacity evaluation based on a standard delivery. Continued on next page 134 © 2006 SAP AG. Using the worklist. On the initial screen of the evaluation. All rights reserved. Transfer the times entered to the Project System. You will analyze the capacity requirements in the next exercise. use the topmost WBS element of your project to select the work centers. which allows a selection of work centers using WBS elements.Unit 3: Capacities PLM220 The corresponding personnel number is: 1920 + ## (e. This profile normally has no actual capacities. Actual capacities are written with the confirmation. temporarily adjust the time profile so that you can analyze capacity requirements for the next 24 weeks. Use the following data on the Data transfer initial screen: Field name Value Personnel number 1920 + ## Test Run indicator Deselect An overview appears that shows how many records have been read and to which activities data has been transferred. Although you have entered the times. they have not yet been updated in the activity. your trainer changed the corresponding standard profile before the start of the exercise. at least. The underlying overall profile has the key SAPPS_G020. Save the times entered. Use the following data on the CATS classic initial screen: Field name Value Data entry profile 1301 Personnel number 1920 + ## You can now specify the key date and a confirmation pool. ## = 11. However. The status (partial confirmation or final confirmation) for the operation will be determined automatically. Use an extended evaluation for capacity planning. Take another look at the capacity requirements of your project. Finally. enter six hours of work for today for activity 4000 Production of running gear. 2006 / Q2 . which makes the personnel number 1920 + 11 = 1931).

135 . All rights reserved. loads and available capacities. The free capacity is the difference between requirement and available capacity. Change the field selection to display the following fields: Field name Actual capacity requirements Target capacity requirement Remaining capacity requirements Available capacity Actual capacity load Target capacity load Hint: The field selection will suggest requirements. How many different projects have requirements in this period? You can also change the field selection in this overview and go to the work center or activities.PLM220 Lesson: Confirmations An overview appears. The loads are always calculated from the relationship between the requirement and the available capacity (example: Actual capacity load = actual capacity requirements/available capacity). though this does not display any actual capacity requirements as yet. 2006 / Q2 © 2006 SAP AG. Exit the report. Now investigate the capacity requirements for a work center (such as work center 2000) in an individual period.

You are already familiar with individual confirmation from the exercises for the unit on scheduling. and open your project. You can call up the collective confirmation function from the Structure Information System. For the entry of actual services and dates. To do this. specify the profile YIDES_130000. field. Continued on next page 136 © 2006 SAP AG. refresh the report to analyze the changes. 2006 / Q2 . first release your entire project in the project planning board and save your changes. If prompted by the system. Enter final confirmations for operations 1300 and 2000. All rights reserved. You should now use collective confirmation to confirm several of your project activities at once. 2.Unit 3: Capacities PLM220 Solution 8: Confirmations and Actual Capacity Requirements Task: 1. Next. click the Save icon and return to the SAP menu. select the project definition in the tabular area of the project planning board and choose Edit → Status → Release. it is essential that you release your activities and WBS elements (set Released status). The status is inherited by the lower-level WBS elements and activities. Finally. Next. and save your confirmations. set the With activities indicator. a) SAP Menu → Logistics → Project System → Project → Project Planning Board → Change Project (Double-click to select transaction) Enter T-100## in the Project def.

Once you have confirmed your entries. In the next exercise. Activate the Final confirmation indicator (column F) for both activities and confirm your entries. This takes you back to the structure overview. You can of course still change the data. The initial screen for the Structure Information System appears. specify the profile YIDES_130000. A dialog box appears. Choose Extras/environment → Confirm → Collective Confirmation to access the collective confirmation of both activities. in the overview. Click Save. exit the information system without saving the overview. you will enter a confirmation with reference to your work center. Additional actual dates and actual costs are displayed on the basis of the confirmation. b) Click Deselect all and. Activate updating of actual capacities. 137 . Select Back to exit the Structure Information System without saving the overview. the planned data for the activities is read.PLM220 Lesson: Confirmations Finally. 3. Confirm your entries by clicking Continue. Specify your project and click the Execute icon. All rights reserved.reqmts field. Finally. Change your work center 25## in the Project System menu so that actual capacities can be determined and recorded using the confirmed services. a) SAP Menu → Logistics → Project System → Information System → Structures → Structure Overview (Double-click to select transaction) If prompted by the system. only select operations 1300 Engineering of control valves and 2000 Planning of systems and instrumentation. To do this. a) SAP Menu → Logistics → Project System → Basic Data → Master Data → Work Center → Master Record → Change (Double-click to select the transaction) Enter your work center 25## and choose the Capacities pushbutton.actual cap. Continued on next page 2006 / Q2 © 2006 SAP AG. c) Click Refresh to refresh the report data after your confirmation. Enter a value of 2 (ActCapReqmts from services) in the Calc. click ActCapReqmn in the lower section of the capacity detail screen. click the Save icon and return to the SAP menu.

The status (partial confirmation or final confirmation) for the operation will be determined automatically. Use the following data on the Data transfer initial screen: Field name Value Personnel number 1920 + ## Test Run indicator Deselect Continued on next page 138 © 2006 SAP AG.g. Confirm the activities for the person that you have assigned to work center 25## (using position assignment). Now use the time sheet to enter actual data for internally-processed activities. Save the times entered. The corresponding personnel number is: 1920 + ## (e. bearing. ## = 11. valves. enter six hours of work for today for activity 4000 Production of running gear. Using the worklist. Transfer the times entered to the Project System. All rights reserved. Although you have entered the times. 2006 / Q2 . they have not yet been updated in the activity. which makes the personnel number 1920 + 11 = 1931). Use the following data on the CATS classic initial screen: Field name Value Data entry profile 1301 Personnel number 1920 + ## You can now specify the key date and a confirmation pool.Unit 3: Capacities PLM220 4.

Actual capacities are written with the confirmation. which allows a selection of work centers using WBS elements. Continued on next page 2006 / Q2 © 2006 SAP AG. Change the times for today accordingly. Now start time entry by clicking Enter times. Click Back to exit the overview and the transfer. to which you previously assigned the person during workforce planning. Take another look at the capacity requirements of your project. SAP Menu → Logistics → Project System → Progress → Confirmation → Time Sheet → Transfer →Project System → Transfer (Double-click to select transaction) Use the data specified on the initial screen and then click Execute. A dialog box appears in which you can determine the status. bearing. Use an extended evaluation for capacity planning. b) The worklist should display activity 4000.PLM220 Lesson: Confirmations An overview appears that shows how many records have been read and to which activities data has been transferred. Click Save to record your time data entry and return to the SAP menu. valves. Select the activity in the worklist and click the Copy row pushbutton. All rights reserved. You will analyze the capacity requirements in the next exercise. Activate the Determine status automatically indicator and confirm your data entries by clicking Continue. 139 . Do this by double-clicking the cell with the time entered. d) Now transfer the times entered to the Project System. a) SAP Menu → Logistics → Project System → Progress → Confirmation → Time Sheet → CATS Classic → Record Working Times (Double-click to select transaction) Use the data indicated on the initial screen and confirm your entries. 5. c) Note which status (partial confirmation or final confirmation) is to be entered for the activity. Now enter six hours of work for today for activity 4000 Production of running gear.

The underlying overall profile has the key SAPPS_G020. Finally. temporarily adjust the time profile so that you can analyze capacity requirements for the next 24 weeks. Continued on next page 140 © 2006 SAP AG. Change the field selection to display the following fields: Field name Actual capacity requirements Target capacity requirement Remaining capacity requirements Available capacity Actual capacity load Target capacity load Hint: The field selection will suggest requirements. Hint: You use extended capacity evaluation based on a standard delivery. Now investigate the capacity requirements for a work center (such as work center 2000) in an individual period. How many different projects have requirements in this period? You can also change the field selection in this overview and go to the work center or activities. use the topmost WBS element of your project to select the work centers. loads and available capacities. All rights reserved. your trainer changed the corresponding standard profile before the start of the exercise. at least.Unit 3: Capacities PLM220 On the initial screen of the evaluation. The loads are always calculated from the relationship between the requirement and the available capacity (example: Actual capacity load = actual capacity requirements/available capacity). 2006 / Q2 . This profile normally has no actual capacities. The free capacity is the difference between requirement and available capacity. An overview appears. though this does not display any actual capacity requirements as yet. However.

confirm your field selection by clicking Continue. 2006 / Q2 © 2006 SAP AG. d) Click Back twice to return to the SAP menu. and Planning period finish. A dialog box appears. Choose the option to change the time profile and.PLM220 Lesson: Confirmations Exit the report. change the field selection to display the fields specified. a) SAP Menu → Logistics → Project System → Resources → Capacity Requirements Planning → Evaluation → Extended Evaluation → Project View → WBS Element/Version (Double-click to select transaction). All rights reserved. Enter the topmost WBS element T-100## in the initial screen. To do this. Finally. Then start the evaluation using the Continue icon on the initial screen. Use the relevant icons to copy your changes. and then click the Single pushbutton. Evaluation period finish date. You should now see the various projects that have requirements during this period in the list. Confirm this by clicking Yes. c) Next. Then use the Choose and Do not choose icons to select the required fields. For your work center 25##. 141 . investigate the capacity requirements for work center 2000 in an individual period. actual capacity requirements should be displayed on the basis of the confirmation that you previously made in the time sheet. for example. Choose Choose fields. You can change the field selection or branch to the work center or activities as required. select a period with remaining capacity requirements for work center 2000. b) First. quadruple the values in the following fields: Database read period.

All rights reserved. 2006 / Q2 .Unit 3: Capacities PLM220 Lesson Summary You should now be able to: • Confirm internal services for internally-processed activities 142 © 2006 SAP AG.

PLM220 Unit Summary Unit Summary You should now be able to: • Describe the lifecycle of internal activities in projects • Calculate capacity requirements • Carry out capacity analyses for projects and work centers • Distribute work to personnel resources • Confirm internal services for internally-processed activities 2006 / Q2 © 2006 SAP AG. 143 . All rights reserved.

Unit Summary 144 PLM220 © 2006 SAP AG. All rights reserved. 2006 / Q2 .

□ □ 2006 / Q2 True False © 2006 SAP AG. In the Project System. 145 . In the capacity reports for the Structures Information System. □ □ 4. you need to assign this project organization for all WBS elements of the project. only personnel resources represent capacities. True False If you want to distribute work to persons in a project organization for a certain project. □ □ □ □ □ □ 3. The Capacity requirements indicator must be set in the network header. A B C D E F An execution factor must be stored for the activity. Scheduling must have been carried out.PLM220 Test Your Knowledge Test Your Knowledge 1. all requirements are displayed for the resources selected. A work center must be maintained in the activity. The activity must have a suitable control key. All rights reserved. Determine whether this statement is true or false. A distribution key must be maintained in the work center. Determine whether this statement is true or false. □ □ 2. Determine whether this statement is true or false. True False Which of the following prerequisites need to be met in order to analyze the capacity requirements of an activity? Choose the correct answer(s).

□ □ □ □ □ □ 146 A B C D E F Collective confirmations Confirmations via Internet Milestone confirmations Use of external systems via the PDC interface Individual confirmations from the Project Builder Time sheet (CATS) © 2006 SAP AG. All rights reserved. PLM220 Which options are available for confirmations of network activities in the Project System? Choose the correct answer(s). 2006 / Q2 .Test Your Knowledge 5.

The distribution key in the work center is only used if no distribution key is maintained in the activity itself. No reference is made to requirements for other projects or to orders made against the same capacities. 2. Which of the following prerequisites need to be met in order to analyze the capacity requirements of an activity? Answer: B. All other points on the list are however necessary prerequisites for calculating capacity requirements. only personnel resources represent capacities. the system automatically performs an even distribution of requirements across the latest dates for the activity. duration and so on planned for an activity. The exception to this is WBS elements that have their own separate project organization. In the Project System. can also represent capacities that are planned in projects. this is automatically available for workforce planning to activities that are assigned to lower-ranking WBS elements. Capacity planning reports display all capacity requirements however. If you want to distribute work to persons in a project organization for a certain project. F You can use an execution factor to multiplicate the work. Answer: False The capacity reports in the Structures Information System only show the requirements for selected projects. for example. E. If no distribution key is stored in the work center either. Answer: False Machines. 2006 / Q2 © 2006 SAP AG. 4. D. Answer: False If you assign a project organization to the top level WBS element in your project. This not a prerequisite for calculating capacity requirements however. In the capacity reports for the Structures Information System. you need to assign this project organization for all WBS elements of the project. 147 . 3.PLM220 Test Your Knowledge Answers 1. all requirements are displayed for the resources selected. All rights reserved.

PLM220 Which options are available for confirmations of network activities in the Project System? Answer: A. 2006 / Q2 .and more besides . F Milestone confirmations are available for production orders but not for networks. All rights reserved. D.for confirmation of network activities. 148 © 2006 SAP AG. E.Test Your Knowledge 5. B. You can use all the other options .

....... Create service entry sheets and accept the services....... 149 ................................................... workflow and SAP mail can inform employees responsible for purchasing that activities with existing purchase orders have changed................150 Exercise 9: External Activities ................. Unit Contents Lesson: External Processing .........175 2006 / Q2 © 2006 SAP AG... Using the external processed activities we will cover the purchasing processes in the project system and the necessary setting in the external activity... This unit will provide an overview of how project systems...........................155 Lesson: Workflows in the Project System ........... you will be able to: • • • • • • Create external processing activities Create purchase orders in Purchasing Post goods receipts Discuss the basics of using standard workflows in the project system Create service activities............................ All rights reserved............Unit 4 External Activities Unit Overview This lesson will cover the planning and procurement of external services using external processed activities and service activities...165 Lesson: Service ..............169 Exercise 10: Services. Unit Objectives After completing this unit.................................................

you will be able to: • • • Create external processing activities Create purchase orders in Purchasing Post goods receipts Business Example Due to capacity bottlenecks. All rights reserved. Procurement and Planning of External Services Figure 66: Resource Planning You use activities in the network to plan the resources required for a project. You assign some of the activities in your turbine project (for example. 150 © 2006 SAP AG.Unit 4: External Activities PLM220 Lesson: External Processing Lesson Overview This lesson covers the creation. 2006 / Q2 . planning. Lesson Objectives After completing this lesson. you are being forced to procure certain services externally. At the same time you will also become familiar with processes in Purchasing that can be triggered from projects. some engineering and design work) to an external design office. and procurement of external processed activities for external services for a project.

You can generate a purchase requisition for externally-processed activities from the Project System.PLM220 Lesson: External Processing The Project System distinguishes the following resources: • • • An internally-processed activity defines the output to be provided by machines and/or personnel of the actual company in order to complete the activity. This purchase requisition is converted to a purchase order in Purchasing. schedule these capacities as necessary. Figure 67: External Processing You can create external activities and activity elements for the procurement of external services (for example. The purchase of the required services along with the entry and acceptance of the services performed is also carried out by the Purchasing Department. In contrast to externally-processed activities. 151 . if you commission a design office to design a machine). A goods receipt and invoice receipt can then be posted for the 2006 / Q2 © 2006 SAP AG. Service activities are also used to procure services externally. and distribute work among employees. When creating an external activity you can access data from Purchasing for example: using a purchasing info-record which contains data on prices and delivery times. The Purchasing Department is responsible for the purchasing of external work. You use an externally-processed activity to specify the services that need to be provided by other companies in order to complete the activity. a purchase requisition is also created and processed further in purchasing. When you create an activity of this type. service activities allow you to draw up service specifications and enter value limits for any unplanned services. All rights reserved. You can evaluate the capacity load utilization of the work centers involved.

Externally-processed or service activities are determined using the control key. 2006 / Q2 . All rights reserved. In customizing of the network profile you can default values for the following fields for the external processed activities: Control key. purchasing group. and order unit. Figure 68: External Activity Detail Screen In figure 68 “External Activity Detail Screen” the data for the external activity was read from a purchasing info-record. you post the costs to the externally-processed activity using one of the two business transactions. currency. cost element. material group. purchasing organization. are referenced. Depending on whether the goods or invoice receipt is valuated. The fields read. which means that changes are no longer allowed in the activity. 152 © 2006 SAP AG.Unit 4: External Activities PLM220 purchase order. for example the price per unit. You can also assign a work center and planned work to an externally-processed activity. This allows you to carry out capacity planning for your vendors.

The persons responsible in Purchasing receive a work item via SAP Office with information on the required changes. 2006 / Q2 © 2006 SAP AG. a workflow can be triggered automatically. As a prerequisite. workflow for PO changes must first be activated in the Parameters for network type. All rights reserved. They can then process the purchase orders directly from the mail. 153 .PLM220 Lesson: External Processing Figure 69: Workflow for a Purchase Order Change If changes are made in the network to dates or quantities for material components or external activities for which a purchase order has already been created.

Unit 4: External Activities 154 PLM220 © 2006 SAP AG. 2006 / Q2 . All rights reserved.

Task: 1. These services are procured via the Purchasing Department. Immediately Create another externally-processed activity for your project.PLM220 Lesson: External Processing Exercise 9: External Activities Exercise Objectives After completing this exercise. you do not need to enter the detailed information manually . Field name Field name Text External appraisal Purchasing org. create an externally-processed activity for the topmost WBS element of your project. This time. Enter the following data in the detail screen: 2. Enter the following data in the detail screen: Continued on next page 2006 / Q2 © 2006 SAP AG. In the Project Builder. req.5 Assembly./Purc. All rights reserved. you will be able to: • Plan and purchase external services in networks Business Example You plan external procurement of services for your turbine project with the help of appropriate externally-processed activities.use a prepared purchasing info record instead. Create the activity for the WBS element T-100##. 1000 Purchasing group 001 Material group 00107 (other) Vendor 1000 Price EUR 150 Plnd dely time 5 Activity quantity 12 hours Res. 155 .

Enter the number of your network in the Network field in the initial screen. All rights reserved. assign a fixed vendor to the purchase requisition for the activity External appraisal.actual data can only be entered if the status of the activity allows it). Copy your purchase requisitions and save the purchase order. 2006 / Q2 .req assignment list). Finally. Plan for 42 hours. Before you enter a goods receipt. sorted according to vendors. Make a note of the number: _________________ Then go back to the SAP menu. you must release the activities (the goods receipt is valuated in IDES . Select the purchase requisition in the report and click the Display requisition icon. 4. Now create a purchase order. Take a look at the list of purchase requisitions for your project T-100## with the help of a suitable report. Hint: You can also display details on the purchase requisition. An overview of purchase requisitions for the network appears. The details of the new purchase order are shown on the right. 5. Save the changes made to the purchase requisition and return to the SAP menu. An overview is then displayed with the existing purchase orders and open purchase requisitions on the left hand side. Ensure that a purchase requisition is written when you save the data. In the report. Now create a purchase order just for your project. use collective processing in Purchasing (Pur. save your changes and go back to the main SAP menu. acceptance of services performed Purchasing info record 5500000057 Adjust the activity quantity. 3. The purchase order number is displayed in the status bar (lower part of the window).Unit 4: External Activities PLM220 Field name Values Text Ext. Check the purchase requisitions. Continued on next page 156 © 2006 SAP AG. To do so. Choose vendor 1000.

2006 / Q2 © 2006 SAP AG. Exit the report. The number of the goods receipt posting will now appear in the status bar. 7. 6. Reduce the quantities and select the OK indicator.PLM220 Lesson: External Processing Check the status of activities 5040 External appraisal and 5050 External acceptance of services performed in the Project Builder. Do not enter the entire purchase order quantity. Now enter a goods receipt as a follow-on function for your purchase order. Then go back to the SAP menu. Release the activities if necessary (since you already released the project in a previous exercise. but just a part. Analyze the POs for your project using the Purchase order for project report in the information system of the Project System. 157 . Now post the goods receipt. Use the following data on the initial screen of the relevant transaction in Purchasing: Field name Values Purchase order Your order number The data from the purchase order is copied as default values. the status should have been inherited). All rights reserved.

1000 Purchasing group 001 Material group 00107 (other) Vendor 1000 Price EUR 150 Plnd dely time 5 Activity quantity 12 hours Res. This time. The new activity has been created. b) In the templates area. req. Continued on next page 158 © 2006 SAP AG. 2006 / Q2 . A temporary number for the purchase requisition is displayed on the detail screen of the activity. Drag and drop the Activity (external) object to the top WBS element in the tree structure. In the Project Builder. Create another externally-processed activity for your project. 2./Purc. Enter the following data in the detail screen: Field name Field name Text External appraisal Purchasing org. you do not need to enter the detailed information manually .use a prepared purchasing info record instead. expand the Individual objects section and then the Activity section. Immediately a) SAP Menu → Logistics → Project System → Project → Project Builder (Double-click to select transaction) “Drag and drop” your project T-100## from the worklist to the structure tree. Confirm your entries. You can store the planning data specified in the detail screen for the activity.5 Assembly.Unit 4: External Activities PLM220 Solution 9: External Activities Task: 1. create an externally-processed activity for the topmost WBS element of your project. All rights reserved. Create the activity for the WBS element T-100##.

Select the purchase requisition in the report and click the Display requisition icon. Enter 42 hours in the Activity quantity field. Confirm your entries and the dialog box by clicking the Continue icon. assign a fixed vendor to the purchase requisition for the activity External appraisal. acceptance of services performed Purchasing info record 5500000057 Adjust the activity quantity. Hint: You can also display details on the purchase requisition. Ensure that a purchase requisition is written when you save the data. When you save your entries. Plan for 42 hours. Choose vendor 1000. Use the Exit icon to quit the Project Builder. save your changes and go back to the main SAP menu. Continued on next page 2006 / Q2 © 2006 SAP AG. Confirm your input and save the project using the appropriate icons. Enter the data indicated in the detail screen for the new activity. the purchase requisitions are generated for the two externally-processed activities. 159 . a) “Drag and drop” the External processing object from the templates area to the top WBS element (Assembly) in the tree structure. acknowledge them. 3. Finally. Take a look at the list of purchase requisitions for your project T-100## with the help of a suitable report. All rights reserved.PLM220 Lesson: External Processing Enter the following data in the detail screen: Field name Values Text Ext. If warning messages appear. In the report. Data from the purchasing info record is copied to the activity.

The purchase order number is displayed in the status bar (lower part of the window). An overview is then displayed with the existing purchase orders and open purchase requisitions on the left hand side. Check the purchase requisitions. Copy your purchase requisitions and save the purchase order.Unit 4: External Activities PLM220 Save the changes made to the purchase requisition and return to the SAP menu. Assign the fixed vendor 1000 to the purchase requisition for the activity External appraisal. sorted according to vendors. a) SAP Menu → Logistics → Project System → Information System → Material → Purchase Requisition → For Project (Double-click to select report) Enter your project T-100## in the Project field and call up the report. All rights reserved. Fixed Vendor enter the value 1000. Confirm your entries by clicking the Assign supply source pushbutton. Now create a purchase order. 4. To do this. Finally. use collective processing in Purchasing (Pur. Make a note of the number: _________________ Continued on next page 160 © 2006 SAP AG. Enter the number of your network in the Network field in the initial screen. The details of the new purchase order are shown on the right. exit the report by clicking Back. click Execute.req assignment list). 2006 / Q2 . To do so. In the field. Save the changed purchase requisition by selecting Change requisitions. Select the purchase requisition and click the Assign manually pushbutton. Now create a purchase order just for your project. An overview of purchase requisitions for the network appears. b) An overview of all purchase requisitions for the project appears.

Return to the overview. find it using the matchcode search on the basis of the project definition) Confirm the entries and execute the report. click the Back icon. c) Position the cursor on vendor 1000 Select Process assignment. select your open purchase requisitions in the document overview. Continued on next page 2006 / Q2 © 2006 SAP AG. Before you enter a goods receipt. Select Preqs per Assgt pushbutton (Reqs per assignment). To do this. choose Execute. Then click the Copy icon. 5.PLM220 Lesson: External Processing Then go back to the SAP menu. 161 . To do this. b) Position the cursor on vendor 1000. click Save. Confirm your entries with Continue.actual data can only be entered if the status of the activity allows it). Click the Back icon to return to the SAP menu. Holding down the CTRL key. Both the purchase requisitions of your project are now listed. To save the purchase order. All rights reserved. (If you have forgotten the number. A dialog box with information on creating the purchase order appears. you must release the activities (the goods receipt is valuated in IDES . Take a note of the PO number that is displayed in the status line. a) SAP Menu → Logistics → Materials Management → Purchasing → Purchase Order → Create → Via Requisition Assignment List (Double-click to select transaction) Enter the number of your network in the Network field in the initial screen.

Do not enter the entire purchase order quantity. and choose Edit → Status → Release. a) SAP Menu → Logistics → Materials Management → Purchasing → Purchase Order → Follow-On Functions → Goods Receipt(Double-click to select transaction) Enter your purchase order number on the right of the Purchase order field. Use the following data on the initial screen of the relevant transaction in Purchasing: Field name Values Purchase order Your order number The data from the purchase order is copied as default values. Now post the goods receipt. Choose Enter to confirm your entries. Exit the transaction using the Back icon. a) SAP Menu → Logistics → Project System → Project → Project Builder (Double-click to select transaction) “Drag and drop” your project T-100## from the worklist to the structure tree. Then go back to the SAP menu. Now enter a goods receipt as a follow-on function for your purchase order. the status should have been inherited). click Save. Reduce the quantities and select the OK indicator. 7. 2006 / Q2 .Unit 4: External Activities PLM220 Check the status of activities 5040 External appraisal and 5050 External acceptance of services performed in the Project Builder. Release the activities if necessary (since you already released the project in a previous exercise. but just a part. Analyze the POs for your project using the Purchase order for project report in the information system of the Project System. The number of the goods receipt posting will now appear in the status bar. Go to the detail screen of each of the two activities in turn. Exit the Project Builder by clicking the Exit icon. Continued on next page 162 © 2006 SAP AG. To save your changes. All rights reserved. 6. Implement the specified changes and click the Post icon. You can change the quantity and set the OK flag either in the detail screen of the items (use the appropriate icons to move between the individual items) or in the table overview (close the detail view first).

a) SAP Menu → Logistics → Project System → Information System → Material → Purchase Orders → For Project (Double-click to select report) Enter your project T-100## in the initial screen and execute the report.PLM220 Lesson: External Processing Exit the report. 2006 / Q2 © 2006 SAP AG. 163 . click Execute. To do this. Click the Back icon to return to the SAP menu. You should now be able to see the purchase order with two items and the quantities still to be delivered. All rights reserved.

All rights reserved. 2006 / Q2 .Unit 4: External Activities PLM220 Lesson Summary You should now be able to: • Create external processing activities • Create purchase orders in Purchasing • Post goods receipts 164 © 2006 SAP AG.

Lesson Objectives After completing this lesson. you will be able to: • Discuss the basics of using standard workflows in the project system Business Example To optimize the information flow and cross-departmental processes for the execution phase of your project. All rights reserved. 2006 / Q2 © 2006 SAP AG. 165 .PLM220 Lesson: Workflows in the Project System Lesson: Workflows in the Project System Lesson Overview This lesson provides an overview of using standard workflows and SAP mail with project systems. Usage and Prerequisites Figure 70: Workflows and Mails in Project System SAP Business Workflow combines technical information and tools to control and process cross-application procedures automatically. you familiarize yourself with the available standard workflows for project system and their prerequisites. You can use workflows in the Project System to automate and integrate all the processes in a project.

In IDES.Unit 4: External Activities PLM220 The Project System uses SAP Office for the following purposes: • • • • • • To send PS texts (no workflow) For budget deficits (no workflow) For purchase order changes in the purchasing procedure (standard task.6C: • Close claim (TS20000749). All rights reserved. predefined) For variances in confirmations (standard task. approve measure (TS20000751). the workflows need to be assigned possible agents. predefined) For sending pools of confirmations (standard task. Settings for workflows are maintained in IDES (International Demonstration and Education System). the following organizational units are used for agent assignment (for example): • • 166 For purchase order changes: 50010294 (PS-EKGRP-001) For confirmation variances: 50010295 (PS-DISGR-101) © 2006 SAP AG. 2006 / Q2 . Claim Management and corresponding workflows have been introduced as of R/3 Release 4. predefined) In the milestones with user-defined standard tasks or user tasks. edit claim (TS20000750). edit new claim (TS20000754) and approve claim (TS20000907) Figure 71: Settings for Workflow In addition to the technical settings for workflows and their activation.

all workflows point to the IDES user WF-PS-1. In such cases. workflow mails can be sent to the person responsible. for example. In IDES. You can specify position 50010298 in IDES.PLM220 Lesson: Workflows in the Project System The following positions are assigned to the organizational units: • • Organizational unit 50010295 – Position 50010297 (for confirmation variances) Organizational unit 50010294 – Position 50010296 (for purchase order changes) Pools of confirmations will be sent from the Structure/Dates Information System to a position or a person. 167 . If budgets are exceeded. 2006 / Q2 © 2006 SAP AG. who in turn receives all workflow tasks in his or her office inbox. All rights reserved. a system user must be specified for the person responsible in Customizing.

Unit 4: External Activities PLM220 Lesson Summary You should now be able to: • Discuss the basics of using standard workflows in the project system 168 © 2006 SAP AG. All rights reserved. 2006 / Q2 .

Create service entry sheets and accept the services. 169 . You also learn about integration with the Purchasing service area. Lesson Objectives After completing this lesson. Procurement and Planning of Services Figure 72: Service Instead of using externally processed activities. you will be able to: • • Create service activities. you can create service activities or service activity elements for services to be performed by external resources. 2006 / Q2 © 2006 SAP AG. All rights reserved. Business Example Certain work within your turbine project is to be performed using services that need to be purchased. You plan these services for your project and accept the actual performed services later after procurement.PLM220 Lesson: Service Lesson: Service Lesson Overview This lesson will cover the use of service activities in projects for the planning and procurement of services.

2006 / Q2 . you can maintain service specifications for various services to be provided by the service provider (planned services). but can also contain an entire hierarchy of planned services to be purchased from a vendor and value limits for unplanned services. Figure 73: External Services Management Component MM-SRV supports the entire cycle from bid invitation to award of contract and entry and acceptance of services. entry and acceptance of services performed occurs in place of goods receipt. You can create the link to the MM Service component (MM-SRV) by means of service activities. All rights reserved. In addition.Unit 4: External Activities PLM220 A service activity triggers a similar purchasing process. In contrast to external processed activities. For service activities. You can use value limits to restrict unplanned service provider services. the acknowledgement of services performed is divided into two stages: • • 170 Entry of services performed Acceptance of services performed © 2006 SAP AG.

from the service activity choose the Service icon. All rights reserved.Service Operations You can access the detailed information for service activities on the External tab page. You can distinguish between service activities and external activities here using the control key and the Service exists indicator. Figure 75: Service Specifications 2006 / Q2 © 2006 SAP AG. In Customizing for the network. to maintain the service specifications or service limits. Purchasing group and Order unit. 171 .PLM220 Lesson: Service Figure 74: Details . you can define the following default values for service activities in the network profile: Control key. Cost element. In the project planning board and network maintenance. Material group.

0. 172 © 2006 SAP AG. As of Release 4. Note that you can only use CATS to record times in previous versions. In IDES. For this reason. you can also access catalogs for selecting services from the service specifications. you can only record services that use a time unit as the base unit of measure. All rights reserved. 2006 / Q2 . As of Release SAP ECC 5. To do this. entry profile 1306 is available for this purpose.6.Unit 4: External Activities PLM220 You can call up outline levels and service specifications for the activity via the detail screen of a service activity. Figure 76: Service Entry With CATS Services performed can be entered and processed in the Service Entry transaction in Purchasing. you must set up the relevant catalog interface. in Customizing. OCI (Open Catalog Interface). You may record the services that have been performed using a Cross-Application Time Sheet. you can use units of measure other than hours with the CATS.

however. 173 . All rights reserved. The remaining account assignment categories.PLM220 Lesson: Service Customizing Settings for External Activities Figure 77: Customizing External Activities The account assignment categories for purchase requisitions are generally valid for external procurement in the Project System. 2006 / Q2 © 2006 SAP AG. The general account assignment category is relevant to externally-processed activities and service activities. refer to project stock that affects material procurement only.

2006 / Q2 . All rights reserved.Unit 4: External Activities 174 PLM220 © 2006 SAP AG.

All rights reserved. entry and acceptance of services. and make a note of the purchase requisition: _________________________ Now exit the Project Builder. you also require various services to carry out your turbine project. Refer to a service master and use the following data: Field name Values Service number E-1301 Quantity 15 Check whether a price is entered for each service unit. If necessary. Use the following data: Field name Values Overall limit No limit Select Expected value EUR 10000 You can now enter the planned services in the Services section.PLM220 Lesson: Service Exercise 10: Services Exercise Objectives After completing this exercise. You plan these services with the help of an appropriate service activity. Check the status of the activity. create a service activity for WBS element T-100##. Save your project.5 Assembly. 175 . Task: 1. you will be able to: • Plan and purchase external services in networks Business Example In addition to the internal and external services already planned. and then exit the service specifications processing. Enter the short text Service for the new activity and assign purchasing group 001. In the Project Builder. Purchasing functions are once again used for the procurement. Continued on next page 2006 / Q2 © 2006 SAP AG. release the activity (so that you can post the service entry at a later stage). Enter values for the limits of unplanned services.

2006 / Q2 . Until now. This can. copy the services from the purchase order service specifications and enter only a part of the services. What is the purchase order number? _______________________ Then go back to the SAP menu. To do so. All rights reserved. Observe the status line.Unit 4: External Activities 2. you need to process the Services section for the item. you have only entered services. Now accept the activity. Reduce the service entered by 5 service units and save the service entry. be a time-consuming process. Enter the following data for the purchase order: Field name Values Purchase requisition (on the far right of the table) The purchase requisition for the service activity Requisition item 10 You can of course still change the order data. however. Enter the following data in the detail screen that appears: Field name Values Short text Group ##. 176 © 2006 SAP AG. 3. Enter the services for the service activity purchase order. The actual data for the services provided is only updated in the service activity on acceptance. Now accept the services. and the number of the purchasing group is 001. Create an entry sheet for your purchase order. and go back to the main SAP menu. Save the purchase order. PLM220 Now order the service for your project in Purchasing. Instead. but not accepted them. The number of the purchasing organization responsible is 1000. sheet 1 External number ## You can now enter services manually. The supplier is known to you: supplier 1000. Save the changed data. and the number of the company code is 1000.

PLM220 Lesson: Service Solution 10: Services Task: 1. In the Project Builder. and make a note of the purchase requisition: _________________________ Continued on next page 2006 / Q2 © 2006 SAP AG. and then exit the service specifications processing. create a service activity for WBS element T-100##. Check the status of the activity. All rights reserved. release the activity (so that you can post the service entry at a later stage). If necessary. Refer to a service master and use the following data: Field name Values Service number E-1301 Quantity 15 Check whether a price is entered for each service unit. Enter values for the limits of unplanned services. Use the following data: Field name Values Overall limit No limit Select Expected value EUR 10000 You can now enter the planned services in the Services section. 177 .5 Assembly. Save your project. Enter the short text Service for the new activity and assign purchasing group 001.

Drag and drop the Service object to the top WBS element T-100##. enter the value 250 in the Gross price field. In doing this. All rights reserved. c) In the Limits section. and the number of the purchasing group is 001. and confirm your entries. Now order the service for your project in Purchasing. e) Once again. The number of the purchasing organization responsible is 1000. and the number of the company code is 1000.5 Assembly in the tree structure. choose Edit → Status → Release. call up your project in the Project Builder to determine the purchase requisition number. Enter the following data for the purchase order: Continued on next page 178 © 2006 SAP AG. Exit the Project Builder by clicking the Exit icon. This number can be found on the service activity detail screen.Unit 4: External Activities PLM220 Now exit the Project Builder. refer to the service master and enter the specified data. expand the Individual objects section and then the Activity section. The supplier is known to you: supplier 1000. 2006 / Q2 . Exit service specifications processing. Now enter the planned services in the Services section. d) The detail screen appears again for the service activity. enter the specified data for unplanned services. Choose Back. If the activity does not yet have the Released status. Confirm your entries. Click the Save icon and confirm the scheduling warning message. If no price is entered. 2. a) SAP Menu → Logistics → Project System → Project → Project Builder (Double-click to select Project Builder) “Drag and drop” your project T-100## from the worklist to the structure tree. The new activity is created and the system calls up the service specifications for the service activity. b) Enter the specified short text and the purchasing group. In the templates area.

To do so. b) The purchase order number appears in the status bar. and company code (1000) on the Org. however. This can. enter your purchase requisition number and item number. be a time-consuming process. Enter the following data in the detail screen that appears: Field name Values Short text Group ##. sheet 1 External number ## You can now enter services manually. you need to process the Services section for the item. Save the purchase order. purchasing group (100). 179 . All rights reserved. In the purchase order items table. Confirm your input and save the PO by clicking the Save icon. copy the services from the purchase order service specifications and enter only a part of the services.PLM220 Lesson: Service Field name Values Purchase requisition (on the far right of the table) The purchase requisition for the service activity Requisition item 10 You can of course still change the order data. Reduce the service entered by 5 service units and save the service entry. Data tab page in the PO header data. If necessary. Instead. What is the purchase order number? _______________________ Then go back to the SAP menu. 3. Create an entry sheet for your purchase order. Now accept the activity. enter the purchasing organization responsible (1000). Click the Back icon to return to the SAP menu. Continued on next page 2006 / Q2 © 2006 SAP AG. Enter the services for the service activity purchase order. a) SAP Menu → Logistics → Materials Management → Purchasing → Purchase Order → Create → Vendor/Supplying Plant Known (Double-click to select transaction) In the Vendor field enter the value 1000 and confirm your entry.

First click the Other purchase order icon. Reduce the service entered by 5 service units and save the service entry. click the Create entry sheet icon and enter the specified data in the header of the entry sheet: b) Choose Service Selection. 2006 / Q2 . Use the Save icon to save the modified data. click the Adopt services icon. you have only entered services. To accept the services. Save the changed data. Next. then choose the Accept icon. All rights reserved. Click the Back icon to return to the SAP menu. An overview of the service specifications for the purchase order appears. choose the Display/Change icon. 180 © 2006 SAP AG.Unit 4: External Activities PLM220 Until now. and go back to the main SAP menu. c) Now accept the services. The actual data for the services provided is only updated in the service activity on acceptance. as well as the number of the acceptance document. Create an entry sheet for your purchase order. To copy it. Observe the status line. Enter your purchase order in the dialog box and click Continue. a) SAP Menu → Logistics → Materials Management → Purchasing → Purchase Order → Follow-On Functions → Service Entry Sheet → Maintain(Double-click to select transaction). Then enter your purchase order number in the dialog box and select Continue. The status line displays information about the updating of the data in Controlling and Financial Accounting. Select a line and copy it to the service specifications screen. Click Save. Now accept the services. but not accepted them.

2006 / Q2 © 2006 SAP AG. 181 .PLM220 Lesson: Service Lesson Summary You should now be able to: • Create service activities. All rights reserved. • Create service entry sheets and accept the services.

Unit Summary PLM220 Unit Summary You should now be able to: • Create external processing activities • Create purchase orders in Purchasing • Post goods receipts • Discuss the basics of using standard workflows in the project system • Create service activities. 2006 / Q2 . • Create service entry sheets and accept the services. All rights reserved. 182 © 2006 SAP AG.

The system always generates a purchase order automatically when releasing an externally-processed activity. 183 .PLM220 Test Your Knowledge Test Your Knowledge 1. Determine whether this statement is true or false. Determine whether this statement is true or false. True False For the combination of plant and network type. True False When using service activities in networks. you can specify in Customizing whether a workflow is to be generated for purchase-order relevant changes in a network plan or not. Determine whether this statement is true or false. □ □ 3. you can enter goods receipts both for planned and for unplanned services. All rights reserved. □ □ 2006 / Q2 True False © 2006 SAP AG. □ □ 2.

When using service activities in networks. 184 © 2006 SAP AG. The parameters for the network type are again defined depending on the combination of plant and network type. 2. 2006 / Q2 .Test Your Knowledge PLM220 Answers 1. Answer: True In the parameters for the network type. Answer: False Instead of a good receipt. you specify whether a workflow is to be generated in the case of purchase-order relevant changes or not using the Workflow Purchase Order Change indicator. Both planned and unplanned activities can be taken into account however. All rights reserved. Secondly. you can specify in Customizing whether a workflow is to be generated for purchase-order relevant changes in a network plan or not. the system initially creates one purchase requisition only based on the data for the externally-processed activities. A purchase order is not created until later .typically by the Purchasing Department. the system can generate a purchase requisition on release.in which case the person responsible for the network decides at what point the purchase requisition is to be generated. Answer: False This statement is incorrect on not just one but two counts. service entry takes place for service activities followed by service acceptance. The system always generates a purchase order automatically when releasing an externally-processed activity. 3. you can enter goods receipts both for planned and for unplanned services. For the combination of plant and network type. Firstly. this may occur either automatically in “Created” status or else manually . A further requirement for generating this workflow is that the corresponding event-type linkage has been activated in general Workflow Customizing. Depending on settings.

. Execute material requirements planning (MRP) for projects.....255 2006 / Q2 © 2006 SAP AG..... You also learn about the various options for requirements grouping of materials and the corresponding prerequisites. Availability Check and Delivery from Projects ..........199 Lesson: Material Procurement Processes........... The unit will also cover the topic of material availability checking and the delivery of materials from a project................... and “delivery from projects”.......... Discuss aspects of requirements grouping of material components Explain the function of assemblies... you will be able to: • • • • • • Assign material to activities Execute the bill of material transfer function to assign material requirements to the project..................................... 185 ................245 Exercise 13: Delivery from Projects......186 Exercise 11: Material Assignment .......... All rights reserved......... As part of the execution phase of the project..................215 Exercise 12: In-House Production Process ............. we will look at the different procurement types for materials and cover the purchasing and production processes that create the supply of materials for the project..... the availability check.............. Process the purchase requisitions generated by the project and create purchase orders for the materials.......240 Lesson: Assemblies... Unit Contents Lesson: Assigning Material Components to Activities .227 Lesson: Requirements Grouping ..... Unit Objectives After completing this unit.............. You will go through the planning of material requirements to the consumption of the materials..Unit 5 Materials Unit Overview This unit will cover the various options for assigning materials to network activities.....

Lesson Objectives After completing this lesson.Unit 5: Materials PLM220 Lesson: Assigning Material Components to Activities Lesson Overview To plan materials in a project the first step is to assign the materials required to the network activities. we will plan the procurement of these materials and later during the execution of the project post the material consumption to the project. This lesson will cover how to assign the material components to network activities. Business Example The turbine you are manufacturing in your project is made up of a variety of components. All rights reserved. this lesson provides an overview of the different types of procurement that are available for procuring material in the implementation phase of projects. Integration with Other Applications Figure 78: Material in the Project 186 © 2006 SAP AG. which in turn consist of further components. you will be able to: • • Assign material to activities Execute the bill of material transfer function to assign material requirements to the project. 2006 / Q2 . The lesson will particularly cover the use of the bill of material transfer function to assign material components to network activites. Furthermore. For the materials that are required for our project.

Materials Management (Purchasing and Inventory Management). you can assign materials to activities. These requisitions are passed directly to Purchasing. Stock items are entered for materials that are managed as inventory stock (Make to stock inventory or sales order/project stock). Reservations are generated for stock items. Figure 79: Integration with MM and PP To plan the material requirements for a particular project. All rights reserved. The system differentiates between stock items (item category L) and non-stock items (item category N). 187 . 2006 / Q2 © 2006 SAP AG. and to Production Planning and Control.PLM220 Lesson: Assigning Material Components to Activities Projects are linked via materials to Sales and Distribution. Non-stock items are entered if materials are to be procured directly for consumption in the network (that is not using MRP). Purchase requisitions are created for non-stock items.

the item detail screen includes the Procurement Parameters tab that contains information on the item category. Each material component assigned in the material overview screen. and the account assignment of the component. the characteristics of the material. As of Release 4. All rights reserved.6. contains detail screens which define information on procurement. 2006 / Q2 .Unit 5: Materials PLM220 Procurement Types Figure 80: Material Assignment for the Activity The simplest scenario involves assigning material components directly to a network or directly to a network activity in the material overview screen. 188 © 2006 SAP AG.

All rights reserved. choose item category Non-stock item (N). If you do not want to include the components in Inventory Management but want to use them immediately in the network. 2006 / Q2 © 2006 SAP AG. however.PLM220 Lesson: Assigning Material Components to Activities Figure 81: Selecting the Procurement Type (1) The way in which components are procured depends on a variety of settings. choose item category Stock item (L). 189 . Variable-size items can also be assigned. You have several options. The item category of the component assigned is an important indicator. want to post the components to a warehouse first (in other words increase stock) and use the components in the network at a later stage. If you do.

or both. Using a special procurement key within the bill of material can specify that the components are procured independendently of the material master settings. All rights reserved. Individual or collective requirements (or both) are possible for the material. The material can be procured in advance. The account assignment category of the sales order determines whether sales order or project stocks can be built up. 190 © 2006 SAP AG. The material master stores information on whether: • • • The procurement indicator in the material master defines whether the material is externally purchased. The control data of the project definition determines whether stocks can be built up for your project. 2006 / Q2 .Unit 5: Materials PLM220 Figure 82: Selecting the Procurement Type (2) The way in which components are procured depends on both the item category and the attributes of the material. or manufactured internally.

2006 / Q2 © 2006 SAP AG. In the network profile. you can propose a procurement indicator that is defaulted in the component assignment. All rights reserved. You can use a procurement indicator to prevent additional dialog boxes from appearing during the material assignment. 191 .PLM220 Lesson: Assigning Material Components to Activities Figure 83: Procurement Indicator The procurement indicator helps you to assign components to the activity. It contains default values for determining the stock and the procurement type.

To do so. you must choose the corresponding selection parameters. You can assign WBS BOMs to projects using the BOM Transfer transaction. 192 © 2006 SAP AG. You can create a WBS BOM by copying a material BOM or other WBS BOMs. You create and edit WBS bills of material in the master data for the Production application.Unit 5: Materials PLM220 BOM Transfer Figure 84: WBS BOM and Project Routing Project bills of material are BOMs that are valid for a particular WBS element. All rights reserved. 2006 / Q2 .

If the Reservation/purchase req. These fields must have the same structure in both objects (example: CHAR. both the BOM and network contain a field called Reference Point. Define reference points in the BOM components and the network activities. Start the BOM PS interface (after changing the BOM). 193 . You can assign single items.PLM220 Lesson: Assigning Material Components to Activities Figure 85: BOM Transfer The logical link between a BOM component and a network activity. All rights reserved. As of Release 4. eight digits). called the “reference point”. single BOM assemblies. The assignments themselves are project-specific. © 2006 SAP AG. is essential for ensuring the correct automatic assignment of a material component. In this process BOM components are assigned to activities.6. purchase requisitions and reservations are created for the assigned components when you save your data. Procedure: • • • 2006 / Q2 Specify which field in the BOM and network activity is to be used as a reference point. or a multi-level BOM. but can be made simultaneously for a large number of networks in the project. You can assign components manually without reference points. indicator is activated. You can define possible entries for this Reference Point field in Customizing.

Figure 87: Customizing the Reference Points 194 © 2006 SAP AG. However. the checking of requirement dates. the priorities for the stock segments. and the selection date for all logs cannot be preassigned. All rights reserved.Unit 5: Materials PLM220 Figure 86: Selection Parameters of the BOM Transfer Most of the selection parameter settings for the BOM transfer can already be preassigned in the BOM transfer profile in Customizing. 2006 / Q2 .

6. You can make these assignments as follows: • • In Product Designer. In Project Builder. These tab pages will only be displayed. You can define this setting in Customizing rather than in the BOM Transfer transaction used in earlier releases. alternatives.PLM220 Lesson: Assigning Material Components to Activities As of Release 4. Integrated Product and Process Engineering provides a new option for entering and processing design and production master data – particularly for multi-variant products – in a single model. This allows you to look for reference points using the matchcode search.0. projects can be helpful when developing new products in order to. 2006 / Q2 © 2006 SAP AG. iPPE objects are edited in iPPE Workbench Professional (Product Designer). You can no longer enter reference points that do not actually exist. you can preassign the name and description of reference points in Customizing. however. the corresponding Project System Transfer function becomes available. As of Release 4. IPPE-PS Integration As of Release SAP ECC 6. define the reference points for iPPE-PS integration in Customizing for the PS and store these in both the PS objects and in the iPPE objects. for example. for example. you can also transfer material from the iPPE product structure to the project system. in the detail screen for WBS elements or activities on the iPPE . All rights reserved. In parallel to the creation of the product structure. or relationships and then use these later for mapping BOM data. After you enter a suitable initial object on the filter screen. variants. This allows you. To do this. still determine which table fields are to be used as reference points. you can. As in earlier releases. you can now link Integrated Product and Process Engineering (iPPE) with the project system to assign material components to network activities.PS tab page. however. there are special table fields for reference points in the network and the BOM. map the structure of prototypes or test parts.6. use the filter screen in iPPE Workbench Professional. 195 . to create complex product structures in iPPE using abstract elements such as nodes. To do this. in the detail area for nodes or variants on the Project System tab page. You can do this by linking iPPE nodes and variants to WBS elements or network activities and thus navigate between iPPE and the PS objects. You can also automate assignment using reference points. Once iPPE objects are assigned to network activities. if you have set the iPPE Proj Rel indicator in the project or network profile in Customizing for the project system.

Unit 5: Materials PLM220 Figure 88: IPPE-PS Integration Open Catalog Interface (OCI) As of SAP R/3 Enterprise. fixed values) in Customizing for the project system and assign these to the combination of plant and network type. you can also assign several catalogs for the combination of network type and plant. To use this function. you first need to define the catalog and its call structure (URL. 2006 / Q2 .0. When you call up the catalog interface. you can link to the catalog interface according to the OCI standard (Open Catalog Interface). a dialog box for selecting the catalog is displayed first. All rights reserved. The material is assigned as either a stock item or a non-stock item. 196 © 2006 SAP AG. As of SAP ECC 5. You also need to define how the HTML fields or field values of the catalog are to be converted to SAP fields and SAP field values. You can use this interface to call up the component selection for an internal or external catalog from a network activity and transfer components to the network. depending on whether or not a suitable material master record can be determined in the SAP system for the material selected in the catalog.

197 .PLM220 Lesson: Assigning Material Components to Activities Figure 89: Material Assignment Using the Catalog Interface 2006 / Q2 © 2006 SAP AG. All rights reserved.

Unit 5: Materials 198 PLM220 © 2006 SAP AG. 2006 / Q2 . All rights reserved.

Use the following data for the assignment in the component overview: Field name Values Material E-1517 Requirements quantity 1 Item category N If necessary. Task 1: 1. 199 . You assign the items of the BOM to the different activities in your project and plan their procurement. Assign material E-1203A as a stock item. Take a look at the detail screen for the component and check the account assignment category of the component. You create a WBS BOM with all components that are required for your specific project. assign component E-1517 to activity 3100 Material procurement plant components as a non-stock item. All rights reserved. Continued on next page 2006 / Q2 © 2006 SAP AG. you will be able to: • Manually assign material components to network activities • Use the BOM transfer Business Example Various material components are required for the final assembly of the turbine system. Assign another material component to the same activity.PLM220 Lesson: Assigning Material Components to Activities Exercise 11: Material Assignment Exercise Objectives After completing this exercise. Call up Project Builder and manually assign components to an activity in your project T-100##. In the component overview. choose Purchase requisition for network as the procurement type for this component. Which account assignment category has been entered for the quantity/value flow? ___ When will the purchase requisition be generated? __________ On which date will the component be procured? __________ 2.

As the second item. Display the following fields in the report: Field name Material Material text Purchase requisition Requisition item Requirements date Requirements quantity Quantity withdrawn Account assignment category Special stock Exit the report without saving the overview. Check the account assignment category for the component. Display the components of your project in the extended individual components overview. Which account assignment category has been entered for the quantity/value flow? ___ Can the material be purchased? ______ Save the changed data and exit Project Builder. Call up the report for your project T-100##. Purchase requisitions and reservations were generated the last time data was saved. enter the material with the following data: Field name Values Material E-1203A Requirements quantity 1 Procurement indicator Delete field contents Item category L Create a reservation for the WBS element. Continued on next page 200 © 2006 SAP AG.Unit 5: Materials PLM220 First return to the component overview for the activity. All rights reserved. 2006 / Q2 . Change the field selection for the report. Make sure that the PS info profile YIDES_130000 is selected for the report. 3.

Use the following data: Component E-1517 7 days earlier Component E-1203A At the start of the activity Save your changes. Take a look at the component overview in the project planning board. Use the material BOM T-20000 as the template. All rights reserved. you can assign bills of material (BOMs). Now use the BOM transfer to assign the components of your WBS BOM to your project activities. 2. and go back to the main SAP menu. 1. Use the following data on the initial screen for the BOM transfer: Continued on next page 2006 / Q2 © 2006 SAP AG. Use the following data on the initial screen: Field name Values WBS element T-100## Material T-20000 Plant 1300 BOM usage 3 (universal) Use the following data to copy the material BOM: Field name Values Material T-20000 Plant 1300 BOM usage 3 An overview of the material BOM appears. Display the component overview for all objects of your project. assigning materials manually can be quite time consuming. Create a single-level WBS BOM for the top WBS element of your project. Now create your own BOM and assign it to the project. Save the WBS BOM. Change the procurement dates.PLM220 Lesson: Assigning Material Components to Activities 4. As an alternative. and go back to the main SAP menu. Task 2: If you want to assign several components. Select all components except for material P-100 and copy these items to the WBS BOM. 201 .

3.Unit 5: Materials PLM220 Field name Values Project definition T-100## WBS element T-100## Material T-20000 Plant 1300 BOM usage 3 Check the BOM transfer selection parameters. Use the following parameters: Field name Values WBS BOM Yes Multi-level Yes Plant stock 2 Project stock 1 Transfer the bill of materials. Then go back to the SAP menu. Use the following data to identify your BOM: Field name Values WBS element T-100## Material T-20000 Plant 1300 BOM usage 3 (universal) Double the requirement quantity for component T-20100 and enter material P-100 as an additional item using the following data: Continued on next page 202 © 2006 SAP AG. in which you see all the components that the system can assign automatically. Expand your WBS BOM to include material P-100 and double the requirement quantity for component T-20100. Save the assignments. First the results list appears. confirm the scheduling warnings. All rights reserved. BOMs are often changed during the course of a project. 2006 / Q2 . If necessary.

Execute the BOM transfer and confirm your change. Save your entries. you should create a selection profile that contains these settings. Update the component assignment for your project.PLM220 Lesson: Assigning Material Components to Activities Field name Values Item category L Component P -100 Quantity 1 Store another reference point for this item so that it can be assigned automatically during the BOM transfer. and go back to the main SAP menu. Continued on next page 2006 / Q2 © 2006 SAP AG. Use the BOM transfer again. Enter reference point 1310 Procurement plant components in the detail screen for the item. This time. 203 . All rights reserved. Enter the following data on the initial screen: Field name Values Project definition T-100## WBS element T-100## Material T-20000 Plant 1300 BOM usage 3 Check the selection parameters of the BOM transfer again. 4. use the following parameters: Field name Values WBS BOM Yes All items Yes Multi level Yes Plant stock 2 Project stock 1 Hint: If you always call up the BOM transfer using the same parameters.

deleted. 2006 / Q2 . an overview of the components that could not be assigned automatically is now displayed. and go back to the main SAP menu. 204 © 2006 SAP AG. or reallocated. changed.Unit 5: Materials PLM220 Based on your selection parameters. All rights reserved. rather go to the results list. Do not assign any components manually. Save your changes. The icons in the first column of the results overview indicate whether the component is being created.

assign component E-1517 to activity 3100 Material procurement plant components as a non-stock item. All rights reserved. 205 . In the component overview. Call up Project Builder and manually assign components to an activity in your project T-100##. Which account assignment category has been entered for the quantity/value flow? ___ When will the purchase requisition be generated? __________ Continued on next page 2006 / Q2 © 2006 SAP AG. choose Purchase requisition for network as the procurement type for this component. Take a look at the detail screen for the component and check the account assignment category of the component.PLM220 Lesson: Assigning Material Components to Activities Solution 11: Material Assignment Task 1: 1. Use the following data for the assignment in the component overview: Field name Values Material E-1517 Requirements quantity 1 Item category N If necessary.

Assign another material component to the same activity. choose Purchase requisition for network and confirm your entries by clicking the Continue icon. for example. Expand the project definition and the WBS elements Turbine and Purchasing to call up the detail screen of the activity. Assign material E-1203A as a stock item. b) Then go to the component overview for activity 3100. All rights reserved. d) Display the detail screen of the component. c) A dialog box might appear in which you can select the procurement type.. 2006 / Q2 . Confirm your entries by clicking the Enter icon.req. From the dialog box. 2. “Drag and drop” your project T-100## from the worklist to the structure tree. click the Component overview icon. First return to the component overview for the activity.Unit 5: Materials PLM220 On which date will the component be procured? __________ a) SAP Menu → Logistics → Project System → Project → Project Builder (Double-click to select Project Builder). Which account assignment category has been entered for the quantity/value flow? ___ Continued on next page 206 © 2006 SAP AG. Enter the specified data. To do this. enter the material with the following data: Field name Values Material E-1203A Requirements quantity 1 Procurement indicator Delete field contents Item category L Create a reservation for the WBS element./purch. As the second item. Select the component in the overview and click the General pushbutton to call up the detail screen. Check the account assignment category for the component. This tab page shows the account assignment category and the indicator Res. Go to the Procurement Parameters tab page. You can see the requirement date on the General Data tab page.

In the Material Master section. Exit Project Builder by clicking the Exit icon. 3. External procurement is planned for material E-1203A. The dialog box appears in which you can select the procurement type. Make sure that the PS info profile YIDES_130000 is selected for the report. Call up the report for your project T-100##. In the second item. go to the Procurement Parameters tab page. All rights reserved. Change the field selection for the report. enter the material with the specified data and confirm your entries. Display the components of your project in the extended individual components overview.PLM220 Lesson: Assigning Material Components to Activities Can the material be purchased? ______ Save the changed data and exit Project Builder. Save the changed data. Choose the Reserv. Check the account assignment category for the component. Display the following fields in the report: Field name Material Material text Purchase requisition Requisition item Requirements date Requirements quantity Continued on next page 2006 / Q2 © 2006 SAP AG. Confirm your entries by clicking Continue. Click the Component overview pushbutton in the activity detail screen. Purchase requisitions and reservations were generated the last time data was saved. a) Position your cursor on activity 3100 in the tree structure. To do this. 207 . also look at the Procurement field. Choose Save. To so so. select the second component only in the overview and click the General icon to display the detail screen. WBS element indicator. b) Take a look at the detail screen for the component.

b) Now change the field selection for the report. To do this. choose View → Choose fields… from the menu and display the specified fields in the report. 2006 / Q2 . Click the PS Info profile pushbutton and assign the appropriate profile. Confirm with Continue. Take a look at the component overview in the project planning board. Analyze the data for the two material components and then exit the report without saving the overview. a) SAP Menu → Logistics → Project System → Information System → Structures → Enhanced Individual Overviews → Components (double-click to select the transaction). enter project definition T-100##. All rights reserved. Display the component overview for all objects of your project. 4. click the Back icon. Use the following data: Component E-1517 7 days earlier Component E-1203A At the start of the activity Continued on next page 208 © 2006 SAP AG. Click the Execute icon. To do this. Confirm your field selection by clicking the Continue icon. Change the procurement dates.Unit 5: Materials PLM220 Field name Quantity withdrawn Account assignment category Special stock Exit the report without saving the overview. In the Project field.

a) SAP Menu → Logistics → Project System → Project → Project Planning Board → Change Project (Double-click to select transaction) In the Project def. and go back to the main SAP menu. Choose Open project to access the project planning board. c) You can display the detail screen by double-clicking the description of a component.Comp indicator.in the Offset field and the time unit Day in the field next to it. 1.PLM220 Lesson: Assigning Material Components to Activities Save your changes.Start date. Task 2: If you want to assign several components. b) Choose Select all to select all objects. Use the following data on the initial screen: Field name Values WBS element T-100## Material T-20000 Plant 1300 BOM usage 3 (universal) Use the following data to copy the material BOM: Continued on next page 2006 / Q2 © 2006 SAP AG. Optimize the project display by choosing Zoom in on graphic and Adapt graphic area. enter your project T-100##. Click Back to confirm your entries. you can assign bills of material (BOMs). and select with activities. Click Save. The procurement dates for the components are displayed in the component overview graphic. enter the value 7. set the Algn. field. Click Back to confirm your entries. Create a single-level WBS BOM for the top WBS element of your project. 209 . assigning materials manually can be quite time consuming. As an alternative. Now create your own BOM and assign it to the project. Then click the Component overview icon. Use the material BOM T-20000 as the template. For component E-1517. choose project planning board profile 1001 Elevators/Turbines. In the detail screen for component E-1203A. Then click Back to return to the SAP menu. All rights reserved.

choose Material BOM pushbutton and enter the specified data. Confirm your data entries by clicking the Continue pushbutton. Use the following data on the initial screen for the BOM transfer: Field name Values Project definition T-100## WBS element T-100## Material T-20000 Plant 1300 BOM usage 3 Check the BOM transfer selection parameters. Use the following parameters: Continued on next page 210 © 2006 SAP AG. Save the WBS BOM. 2. and go back to the main SAP menu. All rights reserved. Then click the Copy icon to copy the selected items to your WBS BOM. Select all components except for material P-100 and copy these items to the WBS BOM. Click Save and then exit the transaction by clicking Back. Now use the BOM transfer to assign the components of your WBS BOM to your project activities. 2006 / Q2 . a) SAP Menu → Logistics → Production → Master Data → Bills of Material → Bill of Material → WBS BOM → Single Level → Create (Double-click to select transaction) Use the data indicated in the initial screen. To copy the bill of material. Use the material BOM T-20000 as a template. b) Select all BOM items and then deselect the item for material P-100.Unit 5: Materials PLM220 Field name Values Material T-20000 Plant 1300 BOM usage 3 An overview of the material BOM appears.

and confirm your entries by clicking the corresponding icon. Save the assignments. BOMs are often changed during the course of a project. Click the Save icon and confirm any scheduling warnings if necessary. 211 . Expand your WBS BOM to include material P-100 and double the requirement quantity for component T-20100. c) Click the Execute icon to start the BOM transfer. Then go back to the SAP menu. First the results list appears. a) SAP Menu → Logistics → Project System → Material → Planning → Bill of Material Transfer (Double-click to select transaction). confirm the scheduling warnings.PLM220 Lesson: Assigning Material Components to Activities Field name Values WBS BOM Yes Multi-level Yes Plant stock 2 Project stock 1 Transfer the bill of materials. If necessary. Use the following data to identify your BOM: Field name Values WBS element T-100## Material T-20000 Plant 1300 BOM usage 3 (universal) Continued on next page 2006 / Q2 © 2006 SAP AG. check the selection parameters for the BOM transfer. All new component assignments are now displayed in the results overview. b) Before executing the BOM transfer. in which you see all the components that the system can assign automatically. Choose Selection Parameters. 3. Exit the BOM transfer by clicking the Back icon. Enter the specified parameters if necessary. Use the specified data on the initial screen. All rights reserved.

and go back to the main SAP menu. 2006 / Q2 . Double-click the item number for material P-100. Click the Save icon followed by the Back icon. b) Double the requirement quantity for material T-20100 Turbine casing. In the General Data section of the Basic Data tab page. and then confirm your entries. enter the value 1310 in the Reference point field. Enter material P-100 as an additional item using the specified data. 4. Use the BOM transfer again. a) SAP Menu → Logistics → Production → Master Data → Bills of Material → Bill of Material → WBS BOM → Single-Level → Change (Double-click to select transaction) Use the specified data on the initial screen and then click the Item icon. All rights reserved. Enter the following data on the initial screen: Field name Values Project definition T-100## WBS element T-100## Material T-20000 Plant 1300 BOM usage 3 Check the selection parameters of the BOM transfer again. This time. Save your entries. Update the component assignment for your project. Enter reference point 1310 Procurement plant components in the detail screen for the item. use the following parameters: Continued on next page 212 © 2006 SAP AG.Unit 5: Materials PLM220 Double the requirement quantity for component T-20100 and enter material P-100 as an additional item using the following data: Field name Values Item category L Component P -100 Quantity 1 Store another reference point for this item so that it can be assigned automatically during the BOM transfer.

an overview of the components that could not be assigned automatically is now displayed. rather go to the results list.PLM220 Lesson: Assigning Material Components to Activities Field name Values WBS BOM Yes All items Yes Multi level Yes Plant stock 2 Project stock 1 Hint: If you always call up the BOM transfer using the same parameters. c) Then click the Execute icon. Execute the BOM transfer and confirm your change. changed. Based on your selection parameters. Click the Save icon and then exit the BOM transfer by clicking the Back icon. A dialog box appears as a result of the quantity change in the BOM. Save your changes. 2006 / Q2 © 2006 SAP AG. you should create a selection profile that contains these settings. and confirm your entries by clicking the corresponding icon. An new assignment has been created and an existing assignment has been changed. and go back to the main SAP menu. Enter the specified parameters. All rights reserved. The icons in the first column of the results overview indicate whether the component is being created. b) Choose Selection Parameters. deleted. Choose Confirm. The components T-20200. Use the specified data on the initial screen. Click the Results icon to go back to the result overview. T-20610. a) SAP Menu → Logistics → Project System → Material → Planning → Bill of Material Transfer (Double-click to select transaction). Do not assign any components manually. T-20620 and T-20630 should be listed here. The overview of components that cannot be assigned automatically appears. 213 . or reallocated.

214 © 2006 SAP AG.Unit 5: Materials PLM220 Lesson Summary You should now be able to: • Assign material to activities • Execute the bill of material transfer function to assign material requirements to the project. 2006 / Q2 . All rights reserved.

All rights reserved. 215 . These include direct procurement of the material requirements using purchasing. Non-Stock Items 2006 / Q2 © 2006 SAP AG. use the integration into purchasing and the MRP of your enterprise. Business Example After you have planned the material for your turbine project. Direct Procurement Figure 90: Direct Procurement. Execute material requirements planning (MRP) for projects. and using production orders to manufacture those assemblies.PLM220 Lesson: Material Procurement Processes Lesson: Material Procurement Processes Lesson Overview This lesson introduces you to the different processes for project-oriented material procurement. Lesson Objectives After completing this lesson. you now execute purchasing of the required material components. the procurement of assemblies based on material requirements planning. you will be able to: • • Process the purchase requisitions generated by the project and create purchase orders for the materials. In doing this.

but posted to the activity. 216 © 2006 SAP AG. Figure 91: Assigning Non-Stock Items If you choose direct procurement with item category N. These requisitions are passed directly to Purchasing. its number will be displayed on the Procurement Parameters tab page. The purchase requisition number is displayed on this tab page. You can change the procurement type at a later stage. but are procured directly by the network activity.Unit 5: Materials PLM220 The item category N non-stock item is used for components that are not procured by way of warehouse stock. You can also call up the purchase order from here. or sales order stock. 2006 / Q2 . Non-stock items cannot be managed as project stock or sales order stock. project stock. Purchase requisitions are created for these components. you can choose between two procurement types: Either Purchase requisition for network or Third-party order. If a purchase order is already available. they are not placed into stock. You can call up the purchase requisition directly from here. When the goods are received. All rights reserved. The procurement type is displayed on the Purchasing Data tab page on the detail screen for the assigned component.

assign vendors. a purchase requisition is generated when you save data. In the Purchase Orders for the Project report. you can analyze the purchase requisition. 217 . the individual activity.PLM220 Lesson: Material Procurement Processes Figure 92: Purchasing Process As long as you have activated the requirements within your network (for the entire network. In the Purchase Requisitions for the Project report. You can analyze all purchase requisitions and subsequent purchase orders for your project in the information system. 2006 / Q2 © 2006 SAP AG. and create purchase orders for the purchase requisition. or the individual component). you can check and change all purchase orders for your project. All rights reserved.

In order to cover the requirements. and the corresponding procurement elements scheduled.Unit 5: Materials PLM220 Procurement via Material Requirements Planning Figure 93: Procurement Using Requirements Planning. to procure the required quantities on time . 218 © 2006 SAP AG. Dependent requirements are determined by exploding the bill of material for materials produced in-house to determine the quantity of components required to manufacture a finished product or assembly. Stock Item The item category L stock item is used for components kept in stock. The main function of material requirements planning is to ensure material availability (in other words. Once quantities and dates have been planned in requirements planning. Independent requirements (requirements for finished products. creating procurement proposals for purchasing and production. above all. this is the production order and. for external procurement. these planned procurement elements are converted into "exact" procurement elements: for production. Planned orders are created at each BOM level to cover requirements when a material shortage occurs. When you save. saleable assemblies. This includes monitoring stocks and. the system creates a reservation for the required material.both in-house and for sales). All rights reserved. order quantities and dates have to be determined. the purchase order. 2006 / Q2 . The procurement element for requirements planning is a planned order. trading goods and spare parts) trigger requirements planning. or for external procurement a purchase requisition.

The reservation either takes effect immediately.PLM220 Lesson: Material Procurement Processes Figure 94: Assigning Stock Items In the detail screen for assigning components for stock items. On the Procurement Parameters tab page. check the withdrawal and confirmed quantity. or never takes effect automatically. You can make the reservation active for planning at a later stage. 2006 / Q2 © 2006 SAP AG. after release. 219 . you can determine when the reservation will take effect for planning.6. and check the reservation number. The last case is possible as of Release 4. This enables you to release the activity but leave the reservation inactive for planning. you can select the General Data tab page to change the requirements date. All rights reserved.

a requirements planning run is performed. Figure 96: Material Stock/Requirements List 220 © 2006 SAP AG. material T-20600 produced in-house is assigned to activity 10 in a project with valuated sales order or project stock. The process ends with T-20600 being issued from the project stock and the network activities being confirmed. The dependent components are then purchased and consumed by the production order. To procure dependent requirements for the material. 2006 / Q2 . All rights reserved.Unit 5: Materials PLM220 Figure 95: Stock Item with BOM In the example process displayed. The production order is processed and material T-20600 posted to stock.

Stock/requirements lists are not stored permanently in the system but are volatile and are only stored in the working memory. the current stock/requirements list can be called up via individual access for a material number. The various MRP elements are re-read and displayed when the list is compiled. and convert planned orders to production orders or purchase orders. for example. MRP controller. When the MRP run is carried out for the project. or production line. Figure 97: MRP Run for Project The MRP run for the project differs from the standard planning run. This means that the stock/requirements list always displays the current availability of the material.6A. but also evaluated via collective access according to product group. 221 . From this list. Changes that are made after the planning date are displayed directly. in other words the list is dynamic. This evaluation is contained in the project system under Project System → Material Planning. As of Release 4. All rights reserved. class. all components for the project are selected (as long as you select them via the project definition and not via subhierarchies).PLM220 Lesson: Material Procurement Processes The current stock/requirements list shows the current stock/requirements situation of a material. The MRP run generates the dependent requirements of components with a BOM and generates a procurement element for these dependent requirements. vendor. 2006 / Q2 © 2006 SAP AG. you can display and change the individual objects that generate and cover requirements. you can display the associated master data.

Figure 97 shows that the MRP run has generated a planned order for the reservation. The project stocks T-20610. T20620. The planned costs for materials are only displayed for valuated project stock and for collective stock. The goods receipt increases the project stock of the materials. Figure 98: Material for the Production Order A goods receipt is processed for the purchase orders with the components T-20610. The respective actual costs are debited from the production order. 222 © 2006 SAP AG. and T-20630. T-20620.Unit 5: Materials PLM220 In the turbine project material T-20600 was assigned as a required assembly. and T-20630 are consumed by the production order at the price calculated in valuation. The planned order for T-20600 is converted into a production order. 2006 / Q2 . Since T-20600 has a BOM with three components. Commitments according to the order value are reduced by the goods receipt and stocks are formed according to the standard costs (for standard price control) or the order value (for moving price control). the MRP run generates reservations for the corresponding dependent requirements and generates three further planned orders or purchase requisitions. All rights reserved.

The actual costs are debited from the network. This increases the stock quantity and value for material T-20600 in the project stock. The actual network activity costs are aggregated and displayed for the higher-level WBS elements. 2006 / Q2 © 2006 SAP AG. 223 . The total value of the increased inventory is the quantity received times the standard cost. This reduces the project stock (crediting the WBS element). A goods issue is posted for the network for the consumption of the assembly T-20600. All rights reserved.PLM220 Lesson: Material Procurement Processes Figure 99: Editing the Production Order The final confirmation is entered for the production order and material T-20600 is delivered to the project stock.

2006 / Q2 .Unit 5: Materials PLM220 Third-Party Purchase Orders Figure 100: Third-Party Purchase Orders Third-party purchase orders are documents where the purchased material is delivered directly from the vendor to the customer. All rights reserved. You can use addresses from: • • • 224 from central address management from customer master data from vendor master data © 2006 SAP AG. the system will ask you to maintain the address of the customer to which the vendor is to ship the goods. When assigning material components to network activities with the indicator Third-party order.

are specified. This means that you must use item category L when assigning your components to ensure that stock can be managed. 225 . the components must be managed in the same (sales order or project) stock. Advance procurement is used to this end. To offset the requirements for procurement against those of consumption. where these components will be consumed.PLM220 Lesson: Material Procurement Processes Advance Procurement Figure 101: Advance Procurement In engineering projects. All rights reserved. 2006 / Q2 © 2006 SAP AG. You can only use advance (preliminary) procurement if you are working with stock. it is common for critical components with long and unreliable delivery times to be purchased at an early stage in the project. well before the project activities.

2006 / Q2 . The MRP run then generates a planned order which triggers a production process. The system then generates a preliminary purchase requisition.Unit 5: Materials PLM220 The following section distinguishes between two scenarios: Planned independent requirements and preliminary purchase requisition. Scenario 2: Assemblies that need to be ordered well in advance of consumption are allocated as stock-items with the indicator preliminary purchase requisition set for the procurement activity. You can allocate the component to the consuming activity later. © 2006 SAP AG. which triggers a purchasing process. The goods receipt for the component builds up stock. The production order will be delivered to stock where it will be consumed later by a second allocation to the consuming activity. All rights reserved. • • 226 Scenario 1: Assemblies that need to be produced well in advance of consumption are allocated as stock-items with the indicator planned independent requirement set for the procurement activity. thus reserving and then consuming the stock.

open a second session. Task: In the next exercise. 2. you will procure material for your project and use it in the network. one more procurement element. 227 . All rights reserved. First display the stock/requirements list for material T-20600. For this. This allows you to always analyze the stock/requirements list in a separate session. In the new session. which you assigned previously. Take component T-20600. You can refresh the data later. and trace all steps of its procurement and use in the SAP system. you will be able to: • Procure material using requirements planning • Explain procurement processes in purchasing and production Business Example You procure material components that you require for assembling the turbine system. only one requirement has been generated. you use the integration of the project system into purchasing as well as into production. Use the following data on the initial screen: Field name Values Material T-20600 Plant 1300 Until now. To do this. however. 1. Do not exit the transaction. call up the transaction for a project-specific planning run and use the specified settings on the initial screen: Field name Values Project definition T-100## Create purchase requisition 1 Display material list Select Continued on next page 2006 / Q2 © 2006 SAP AG. You need. Perform a planning run for your project to generate procurement elements.PLM220 Lesson: Material Procurement Processes Exercise 12: In-House Production Process Exercise Objectives After completing this exercise.

To do this. refresh the data selection and take note of the production order number: ____________________ 4. Start by creating the automatic assignment of purchase requisitions to purchasing information records in a suitable report. use the following data in the corresponding transaction in Purchasing: Continued on next page 228 © 2006 SAP AG. During the planning run. Suitable purchase requisitions have already been created by the MRP run. Component T-20600 has requirements for components T-20610. You will generate the actual procurement elements in the next step. After you refresh your data. 2006 / Q2 . In the stock/requirements list. the system has created requirements and procurement elements for dependent components. the individual requirement stock segment for your project in the stock/requirements list will now contain a planned order as well as the reservation. Convert these to purchase orders in the information system for the project system. T-20620. Use your second session to do this. release it immediately. and T-20630. 5. Order the components for your project T-100## and post them to the warehouse. 3. Save the purchase order and take a note of the purchase order number: ___________________ Then go back to the SAP menu. You have created procurement elements for the requirements. Post them to the warehouse as a follow-on to your purchase order. In your second session. On the document overview for the purchase order to the left. and then save the production order. All rights reserved. These. are planning procurement elements. You can now create new purchase orders by choosing Process Assignment.Unit 5: Materials PLM220 Carry out the planning run. take another look at the stock/requirements list for material T-20600 and create a production order for your reservation. The components you ordered have been delivered. select your three purchase requisitions and transfer them to the purchase order. however. Then take a look at the overview of assignments. Convert the planned order for your project T-100## to a production order.

Now post the goods receipt for your order in Shop Floor Control. You have posted services to the production order but not yet posted the completed material T-20600 to the warehouse. Continued on next page 2006 / Q2 © 2006 SAP AG. as the status and save the confirmation. Again. which you still have open in your first session. 9. Reference your production order when doing this. use the stock/requirements list to do this. ready to be used in the production order. Remove the material from storage location 0001.PLM220 Lesson: Material Procurement Processes Field name Values Purchase order Your order number OK Activate Storage location 0001 The components are finally in the warehouse. Use a suitable Inventory Management transaction in Materials Management to post the corresponding goods issue. Check the new stock situation for material T-20600 in your project. the order can be processed. All rights reserved. Enter the following data on the initial screen: Field name Values Movement type 101 Order Your production order Plant 1300 Whouse 0001 Copy the default values from the order and post the goods receipt. 229 . Set Final conf. 6. 8. What changes have occurred? 10. Once the components for the production order have been withdrawn. Use material T-20600 in the project. Remove the components from storage location 0001 for consumption in your production order. 7. Confirm the order in production with the planned quantity. referencing your reservation.

and go back to the main SAP menu. for example.Unit 5: Materials PLM220 You can find the reservation and item number in the stock/requirements list or in the activity. 2006 / Q2 . 230 © 2006 SAP AG. Post the corresponding goods issue in your second session using a suitable materials management transaction. What changes have now occurred for your individual requirements stock segment? Exit the stock/requirements list. Refresh the stock/requirements list for material T-20600 in your first session. All rights reserved. 11. Or display all reservations for your network and choose those for material T-20600.

Use the specified data on the initial screen. First display the stock/requirements list for material T-20600. which you assigned previously.PLM220 Lesson: Material Procurement Processes Solution 12: In-House Production Process Task: In the next exercise. you will procure material for your project and use it in the network. You can refresh the data later. This allows you to always analyze the stock/requirements list in a separate session. call up the transaction for a project-specific planning run and use the specified settings on the initial screen: Field name Values Project definition T-100## Create purchase requisition 1 Display material list Select Carry out the planning run. Do not exit the transaction. and trace all steps of its procurement and use in the SAP system. 231 . 1. open a second session. a procurement element has not been displayed yet. However. b) 2. Take component T-20600. however. You should notice an individual requirements stock segment for your project in the list with reservation via a unit of the material. You need. only one requirement has been generated. In the new session. a) SAP Menu → Logistics → Project System → Material → Planning → Stock/Requirements List (Double-click to select transaction). To do this. Click the Continue icon to call up the list. Use the following data on the initial screen: Field name Values Material T-20600 Plant 1300 Until now. All rights reserved. Perform a planning run for your project to generate procurement elements. one more procurement element. Continued on next page 2006 / Q2 © 2006 SAP AG.

After you refresh your data. however. 3. SAP Menu → Logistics → Project System → Material → Planning → MRP Project (Double-click to select transaction).Unit 5: Materials PLM220 You have created procurement elements for the requirements. the individual requirement stock segment for your project in the stock/requirements list will now contain a planned order as well as the reservation. a) Choose Create Session. Use the settings indicated in the initial screen. Double-click Continue (Enter) to start the planning run. are planning procurement elements. In your second session. Press enter twice to get through the warning message "Please check input parameters". and then save the production order. The dependent requirements for your project are listed here also. 2006 / Q2 . release it immediately. Continued on next page 232 © 2006 SAP AG. All rights reserved. These. You will generate the actual procurement elements in the next step. Exit the transaction using the Back pushbutton. b) A list is displayed with detail data on your planning run. Convert the planned order for your project T-100## to a production order. take another look at the stock/requirements list for material T-20600 and create a production order for your reservation.

Start by creating the automatic assignment of purchase requisitions to purchasing information records in a suitable report. 4.PLM220 Lesson: Material Procurement Processes In the stock/requirements list. Convert these to purchase orders in the information system for the project system. In the individual requirements stock segment for your project. You can see the production order number on the list. c) You have returned to the stock/requirements list. choose → Production ord. To convert the planned order to a production order. Release and save the production order. During the planning run. the list now contains a planned order as well as the reservation. All rights reserved. Suitable purchase requisitions have already been created by the MRP run. T-20620. refresh the data selection and take note of the production order number: ____________________ a) Change to the session containing the stock/requirements list for material T-20600 and click the Refresh icon. b) Double-click the Planned order field in the individual section for your project T-100##. select your three purchase requisitions and transfer them to the purchase order. Order the components for your project T-100## and post them to the warehouse. You should now see a production order for your reservation. 233 . and T-20630. (convert planned order to production order) button from the dialog box. The header screen for the production order appears. Use your second session to do this. click the Release order icon and then click the Save icon. Refresh the data selection. You can now create new purchase orders by choosing Process Assignment. Choose Refresh. the system has created requirements and procurement elements for dependent components. On the document overview for the purchase order to the left. To do this. Then take a look at the overview of assignments. Component T-20600 has requirements for components T-20610. Save the purchase order and take a note of the purchase order number: ___________________ Continued on next page 2006 / Q2 © 2006 SAP AG.

enter your project definition T-100## only.Unit 5: Materials PLM220 Then go back to the SAP menu. Select the row with material T-20610 and choose Assign automatically. 5. and then click the Execute icon. Assign materials T-20620 and T-20630 the same way. d) The purchase order is displayed.E. e) The component overview is displayed again. To copy the data to the purchase order. Then choose Process assignment. a) Change to your second session and choose: SAP Menu → Logistics → Project System → Information System → Material → Purchase Requisitions → For Project (Double-click to select transaction). Exit the overview of assignments by choosing Back. Berlin. In the document overview to the left. 2006 / Q2 . In the Project Management Selections section. hold down the CTRL key and select your three purchase requisitions. use the following data in the corresponding transaction in Purchasing: Continued on next page 234 © 2006 SAP AG. All rights reserved. To do this. Place your cursor on the row below vendor C. Finally. The components you ordered have been delivered. The purchase order number appears in the status bar. b) An overview of all purchase requisitions for your project is displayed. Confirm the dialog box with Continue. If another dialog box appears. choose the Adopt icon in the document overview. Save the changed purchase requisitions and then exit the report by clicking the Back icon. Post them to the warehouse as a follow-on to your purchase order. choose New purchase order. choose Save. The purchase requisitions are sorted in the overview according to their assignments.B. c) Then click the Assignments icon.

ready to be used in the production order. Set the OK indicator and specify the storage location for each of the three items. All rights reserved. Click the Post icon and then exit the transaction by clicking the Back icon. 6. Post the goods receipt and then exit the transaction by clicking the Back icon. Reference your production order when doing this. A goods withdrawal overview appears. and enter the number of your production order in the field provided. a) SAP Menu → Logistics → Materials Management → Purchasing → Purchase Order → Follow-On Functions → Goods Receipt(Double-click to select transaction) Enter your purchase order number on the right of the Purchase order number field and choose Execute to transfer the data. if necessary. the order can be processed. 7. Continued on next page 2006 / Q2 © 2006 SAP AG. a) SAP Menu → Logistics → Materials Management → Inventory Management → Goods Movement → Goods Issue (MIGO)(Double-click to select transaction) Use the To Order entry as the reference document for posting the goods issue. Enter 0001 as the storage location for the material and set the OK indicator for each item. Remove the components from storage location 0001 for consumption in your production order. Once the components for the production order have been withdrawn. Use a suitable Inventory Management transaction in Materials Management to post the corresponding goods issue.PLM220 Lesson: Material Procurement Processes Field name Values Purchase order Your order number OK Activate Storage location 0001 The components are finally in the warehouse. 235 . Confirm the order in production with the planned quantity. Confirm your entries.

2006 / Q2 . as the status and save the confirmation. Click the Save icon and then return to the SAP menu. Enter the number of your production order and call up the confirmation. which you still have open in your first session. choose the Adopt icon followed by the Post icon. Exit the transaction by clicking the Back icon. Enter the following data on the initial screen: Field name Values Movement type 101 Order Your production order Plant 1300 Whouse 0001 Copy the default values from the order and post the goods receipt. To copy the default values. b) Copy the default values from the order and post the goods receipt. a) SAP Menu → Logistics → Production → Shop Floor Control → Goods Movements → Goods Receipt (Double-click to select transaction). All rights reserved. Check the new stock situation for material T-20600 in your project. Now post the goods receipt for your order in Shop Floor Control.Unit 5: Materials PLM220 Set Final conf. use the stock/requirements list to do this. a) SAP Menu → Logistics → Production → Shop Floor Control → Confirmation → Enter → For Order (Double-click to select transaction). 8. You have posted services to the production order but not yet posted the completed material T-20600 to the warehouse. Continued on next page 236 © 2006 SAP AG. 9. Again. Use the specified data on the initial screen and confirm your entries. Enter the planned quantity in the Yield to confirm field. Select the Final Confirmation indicator.

Refresh the stock/requirements list for material T-20600 in your first session. and enter 0001 as the storage location. 11. click the Find reservation icon.PLM220 Lesson: Material Procurement Processes What changes have occurred? a) Change to the session containing the stock/requirements list for material T-20600 and click Refresh. What changes have now occurred for your individual requirements stock segment? Continued on next page 2006 / Q2 © 2006 SAP AG. Then click the Find icon. Finally. 10. c) A list of the reservations for your network is now displayed in the lower area. b) In the Network field on the search screen. the production order for your project T-100## should disappear from the list and you should be able to see stock for your project. a) SAP Menu → Logistics → Materials Management → Inventory Management → Goods Movement → Goods Issue (MIGO)(Double-click to select transaction) Choose the Reservation entry as the reference document for posting the goods issue. search for it using the F4 help). The data for this reservation is now transferred to the material document. Use material T-20600 in the project. 237 . Confirm your entries. Or display all reservations for your network and choose those for material T-20600. Set the OK indicator if necessary. You can find the reservation and item number in the stock/requirements list or in the activity. Double-click the reservation for material T-20600. referencing your reservation. for example. Post the goods issue and then exit the transaction by clicking the Back icon. After the data is refreshed. enter the number of your network (if you do not know this number. for example. Post the corresponding goods issue in your second session using a suitable materials management transaction. Remove the material from storage location 0001. All rights reserved.

The project/sales order stock for material T-20600 has been created for your project by the goods issue. 2006 / Q2 . Click the Back icon to return to the SAP menu.Unit 5: Materials PLM220 Exit the stock/requirements list. and go back to the main SAP menu. a) Change to the session containing the stock/requirements list for material T-20600 and click the Refresh icon. 238 © 2006 SAP AG. The individual requirements stock segment for your project is no longer included in the list. All rights reserved.

239 . • Execute material requirements planning (MRP) for projects. 2006 / Q2 © 2006 SAP AG. All rights reserved.PLM220 Lesson: Material Procurement Processes Lesson Summary You should now be able to: • Process the purchase requisitions generated by the project and create purchase orders for the materials.

In this lesson. you would like to structure materials procurement more efficiently from the point of view of MRP. 240 © 2006 SAP AG.Unit 5: Materials PLM220 Lesson: Requirements Grouping Lesson Overview This lesson deals with requirements grouping of material components managed in valuated project stock. the material components are managed from an MRP perspective in individual requirements stock segments for the separate WBS elements. the various options and the prerequisites for requirements grouping. The joint planning and procurement of the material components required for a project leads to enhanced logistical processing and cost savings in terms of the corresponding lot-size creation. Requirements grouping allows you to group the requirements of the WBS elements within a project or for several projects for MRP purposes. You therefore resolve to get a general idea of the options offered by the material requirements grouping in this respect. 2006 / Q2 . you will learn about the background. Requirements Grouping When valuated project stock is used. you will be able to: • Discuss aspects of requirements grouping of material components Business Example For future turbine projects. Lesson Objectives After completing this lesson. All rights reserved.

All rights reserved. 241 . planning screen 1) The assigned components require periodic lot sizes (material master.PLM220 Lesson: Requirements Grouping Figure 102: Requirements Grouping Prerequisite for using requirements grouping: • • • • Valuated project stock Grouping WBS elements (where the stocks are grouped) MRP groups that allow requirements grouping (in the material master. planning screen 1) and must be able to be managed in the sales order or project stock Figure 103: Background to Requirements Grouping 2006 / Q2 © 2006 SAP AG.

which are then assigned to WBS elements and then grouped). also create projects that are only meant for grouping requirements for other projects. components are assigned to activities. • • In the most basic scenario. You can group requirements from various projects in one (or more) project(s). 2006 / Q2 . All rights reserved. You can group all components of a WBS element in one WBS element (strictly speaking. © 2006 SAP AG. Figure 104: Requirement Grouping Options There are various ways of grouping requirements: • • • • 242 You can group requirements within a project (the easiest way of doing this is to group requirements automatically). You can group the components of a WBS element to various WBS elements according to the MRP group of the components.Unit 5: Materials PLM220 If you are managing material in plant stock or according to the individual WBS element. With the help of requirements grouping. you can now determine the degree of control yourself. You can. you group the requirements of all the WBS elements in your project into one WBS element. The WBS elements must then be assigned manually. however. you either have no control over procurement or you are fully responsible for procurement.

All rights reserved. In this case. the requirements are grouped to one WBS element only (the top one). Materials to be included in requirements grouping must allow sales orders or project stocks. The MRP element indicator must be set for WBS elements (exception: automatic requirements grouping). © 2006 SAP AG. The lot size of the materials cannot be “exact” but must allow a periodic procedure (otherwise multiple requirements cannot be grouped). 243 .PLM220 Lesson: Requirements Grouping Figure 105: Settings for Requirements Grouping Requirements grouping is set at various points in the system: • • • • 2006 / Q2 Valuated project stock must be allowed in the project definition control data. you must determine the MRP groups involved in requirements grouping. You must assign an MRP group that allows requirements grouping to these. and how. In Customizing for the WBS. The automatic requirements grouping indicator can also be activated for the entire work breakdown structure. The MRP element determines whether the requirements may be grouped into one WBS element.

2006 / Q2 . All rights reserved.Unit 5: Materials PLM220 Lesson Summary You should now be able to: • Discuss aspects of requirements grouping of material components 244 © 2006 SAP AG.

Lesson Objectives After completing this lesson. Availability Check and Delivery from Projects Lesson: Assemblies. parts of the turbine are to be delivered to your customer. Using the material availability checking helps to identify in a timely fashion whether any parts are missing. and “delivery from projects”. The "Delivery from Projects" function enables you to generate delivery notes for shipping activities of material in the project system. Assigning material assemblies is a way of defining that the production of the assembly is performed in the network. you will be able to: • Explain the function of assemblies. Business Example You as the person responsible for the project want to know whether the material components you planned for assembling the turbine are available on time.PLM220 Lesson: Assemblies. 2006 / Q2 © 2006 SAP AG. In addition. the availability check. All rights reserved. Availability Check and Delivery from Projects Lesson Overview This lesson introduces you to additional functions of the project system on the subject of material. 245 .

Assembly T-20200 is consumed in activity 5000 . An SD delivery to the customer can be created from this stock at a later stage and a goods issue posted. T-20220. The product T-20000 is produced in this activity and posted to stock. 2006 / Q2 . You can carry out receipt posting by reserving the assembly with a negative quantity after confirmation of the activity 4000. and T-20230 are procured for activity 3000 as dependent requirements of the assembly T-20200 that is produced in activity 4000. together with components T-20300 and T-20400. Scenario with assemblies: • • 246 The components T-20210. © 2006 SAP AG. Quantity flow does not take place for T-20200 and T-20000.Unit 5: Materials PLM220 Assemblies Figure 106: Assemblies Scenario without assemblies: • The components are procured for activities 3000 and 3100. Texts and other data in network activities describe the assembly of T-20200 (running gear) and product T-20000 (turbine). All rights reserved.if applicable.

requirements planning. Availability Check and Delivery from Projects Availability Check for Material Figure 107: Material Availability Check The availability check is controlled by multi-part checking rules. 2006 / Q2 © 2006 SAP AG. order management etc. Checking rules include various elements: • • • Checking group: Assignment in material master (planning data screen) Checking rule: Assignment to order type Scope of check: Specification of checking details for each checking rule and group Check times: Checks carried out manually or automatically (at network creation and/or network release). Checking rules must be determined for the individual application (e. 247 .PLM220 Lesson: Assemblies. All rights reserved. Checking results: Missing material status or assignment of confirmed quantity.) in Customizing.g.

248 © 2006 SAP AG. and receipts will be taken into account in the availability check. The sales order stock is allocated to an item in the sales order. issues. called project stock. 2006 / Q2 . You can only withdrawal components for the sales order item. All rights reserved. called sales order stock. The project stock is allocated to a WBS element. A material that is kept in plant stock is not allocated to a specific order and is available for all orders.Unit 5: Materials PLM220 Figure 108: Scope of Check The scope of checking determines which stocks. In the Available to Promise (ATP) check. You can only withdraw components for the WBS element. only receipts that are booked before a requirement (issue) are included in the check for this issue. Projects can have their own stock from the MRP view. Sales orders can have their own stock from the MRP view. Using the availability check settings in the material master record. specify whether all stock segments or just one stock segment should be taken into account during the availability check. The ATP quantity of a receipt is the quantity that has not yet been “consumed” by issues.

It is determined by means of the checking rule (that was defined previously in checking control) and using the checking group for the material that will be checked. 249 . The scope of the check is an important factor for the ATP availability check. which checking rules will be used. the checking control function determines whether an order type will be checked and if so. The scope of the check determines how the ATP availability check will be carried out . for example.PLM220 Lesson: Assemblies. The order type corresponds to the network type in the project system. which sales order or project stocks are checked? Will storage locations or entire plants be checked? The checking group of the material is set in Customizing for Sales and Operations Planning.What are receipts and issues. The checking rule. All rights reserved. for example. 2006 / Q2 © 2006 SAP AG. It determines whether individual or collective requirements will be generated for the material. however. Availability Check and Delivery from Projects Figure 109: Customizing for the Availability Check Based on the status. represents just a descriptive text.

You can select components by specifying the project definition. for example). for example) © 2006 SAP AG. requirements date. By specifying network data (the activity number.Unit 5: Materials PLM220 Delivery from Projects Figure 110: Delivery of Material Components You can select the material components that are to be delivered to the customer. and then create an Sales and Distribution (SD) delivery note automatically. All rights reserved. for example) By specifying material characteristics (G/L account. or a network. You can limit the selection • • • 250 By specifying delivery information that describes the components in greater detail (delivery date. ship-to party. the WBS element. purchase requisition number. 2006 / Q2 . a sales order.

you need delivery information.PLM220 Lesson: Assemblies. 2006 / Q2 © 2006 SAP AG. If a lower-level object has delivery information. the delivery information of the upper-level object is not taken. this information is transferred to the component. For example: If a component has no delivery information but the upper-level activity does. The internal delivery information has priority for the component. Delivery information data can be used to filter for components in the “delivery from the project”. 251 . Availability Check and Delivery from Projects Figure 111: Delivery Information To create a delivery. The higher-level object forwards the delivery information to the lower-level object. For example: A component and the upper-level activity have different delivery information. individual deliveries will be created for these components. All rights reserved. If components with different delivery information are selected in the delivery from projects.

the delivery note is created with a reference to the network components. All rights reserved. You can deliver materials from stock. such as requirement quantities. Each position in the delivery refers directly to the reservation or purchase requisition. detail screens for each component display the various quantities related to the component. 2006 / Q2 . quantity in delivery. for example. or sales order stock. available open quantities.Unit 5: Materials PLM220 Figure 112: Delivery from Project If you deliver from projects. Once the material is selected. open quantities. project stock. item quantities. Figure 113: Quantities for Deliveries from PS 252 © 2006 SAP AG.

253 . the delivery note is created with reference to the network component. If a delivery note (document type LP) is created when you deliver from a project. every delivery item (item category DLP) will have a direct reference to a reservation or purchase requisition in the network.PLM220 Lesson: Assemblies. This is used for availability checks and for updating actual data for the goods issue. 2006 / Q2 © 2006 SAP AG. Availability Check and Delivery from Projects After the material is selected. All rights reserved.

2006 / Q2 .Unit 5: Materials 254 PLM220 © 2006 SAP AG. All rights reserved.

Prepare your project for delivery from Project System. Post pump P-100 in your project stock without making reference to reference documents. Again. Create delivery information with the Project Builder. Availability Check and Delivery from Projects Exercise 13: Delivery from Projects Exercise Objectives After completing this exercise. To do so. Use the following data in the delivery information: Field name Values Project definition T-100## Shipping point 1300 Planned GI date Tomorrow Delivery date Two weeks from today Ship-to party 1600 Sales organization 1000 Distribution channel 10 Division 00 Then assign the existing delivery information Group ## to activity 3100 Material procurement plant components. you already stored different bits of information in your system. you will be able to: • Use the “Delivery from projects” function Business Example You create a delivery note for material components that are to be delivered to the customer as part of your turbine project. Task: 1. 2. Manually create delivery information with Group## as the description for activity 3000 Preliminary orders in your project T-100##. 255 . Therefore post a goods receipt for the project in Materials Management. All rights reserved. use stock location 0001 in plant 1300. You can only deliver goods that are available.PLM220 Lesson: Assemblies. Continued on next page 2006 / Q2 © 2006 SAP AG. Save the changes made to your project and return to the SAP menu.

All rights reserved. as well as the delivery date and the goods issue date. Now create a delivery for pump P-100 from your project T-100## for ship-to party 1600. Process the delivery of pump P-100 that you created earlier for your project T-100##. Create the delivery. for example pump P-100. Compile a delivery containing the pump. Check the delivery information again for the component. Normally. Use your project for the selection and the ship-to party as the filter criterion. Post the goods issue of the pump immediately and then return to the SAP menu. 2006 / Q2 . start the corresponding transaction in Project System. This step is not necessary here due to the settings used in the training system. Transfer the general data and ignore any warnings that occur as a result of missing settings in the material master for individual components.Unit 5: Materials PLM220 If necessary. To do this. Check the available open quantity in the detail screen for the component also. the delivery should now be picked and packed. 4. Some components. are available in the warehouse and can be delivered. 3. you can then call up the stock/requirements list for the material to check the project stock. 256 © 2006 SAP AG.

Prepare your project for delivery from Project System. Continued on next page 2006 / Q2 © 2006 SAP AG. All rights reserved. Use the following data in the delivery information: Field name Values Project definition T-100## Shipping point 1300 Planned GI date Tomorrow Delivery date Two weeks from today Ship-to party 1600 Sales organization 1000 Distribution channel 10 Division 00 Then assign the existing delivery information Group ## to activity 3100 Material procurement plant components. Manually create delivery information with Group## as the description for activity 3000 Preliminary orders in your project T-100##.PLM220 Lesson: Assemblies. 257 . Availability Check and Delivery from Projects Solution 13: Delivery from Projects Task: 1. Create delivery information with the Project Builder.

b) Generate new delivery information by clicking the Create pushbutton. You can only deliver goods that are available. Then click the Transfer icon to assign the delivery information to the activity. 2006 / Q2 . Post pump P-100 in your project stock without making reference to reference documents. Click the Save icon and then exit Project Builder by clicking the Exit icon. choose Extras → Delivery information. choose Extras → Delivery information. use stock location 0001 in plant 1300. 2.Unit 5: Materials PLM220 Save the changes made to your project and return to the SAP menu. Expand the project and select activity 3000 Preliminary orders. Therefore post a goods receipt for the project in Materials Management. All rights reserved. Use the indicated data. c) Now assign the existing delivery information Group 20 to activity 3100 Material procurement plant components. Enter Group ## in the Delivery information field and confirm your entry. Finally. a) SAP Menu → Logistics → Project System → Project → Project Builder (Double-click to select Project Builder) “Drag and drop” your T-100## project from the worklist to the structure tree. Enter Group## as the description for the delivery information and confirm your entries by clicking the Continue icon. Continued on next page 258 © 2006 SAP AG. confirm your entries by clicking the Transfer icon. Select the activity in the structure tree and from the menu. Then from the menu. Again.

Enter the value P-100 in the Material field. To do this. Now create a delivery for pump P-100 from your project T-100## for ship-to party 1600. start the corresponding transaction in Project System. Availability Check and Delivery from Projects If necessary. Enter the following data in the detail data and confirm your entries by clicking Execute (Enter): Field name Values Material P-100 Qty in Unit of Entry 1 Movement type 501 Special stock Q (Project) WBS element T-100## Plant 1300 Storage location 0001 Then click the Post icon and exit the transaction by clicking the Back icon. enter 1300 as the plant.PLM220 Lesson: Assemblies. Transfer the general data and ignore any warnings that occur as a result of missing settings in the material master for individual components. and if necessary. All rights reserved. Use your project for the selection and the ship-to party as the filter criterion. choose SAP Menu → Logistics → Project System → Material → Planning → Stock/Requirements List (Double-click to select the transaction). b) If you want to check the stock for material P-100. 259 . a) SAP Menu → Logistics → Materials Management → Inventory Management → Goods Movement → Goods Receipt → Other (MIGO)(Double-click to select transaction) Choose the Goods Receipt and Other entries and open the Detail Data area. Exit the transaction by clicking the Back icon. you can then call up the stock/requirements list for the material to check the project stock. 3. Continued on next page 2006 / Q2 © 2006 SAP AG. and then confirm your entries. The individual requirements stock segment for your project T-100## should display one piece as available stock.

This step is not necessary here due to the settings used in the training system. click the Save icon to create the delivery. Finally. are available in the warehouse and can be delivered. To do this. a) SAP Menu → Logistics → Project System → Material → Execution → Delivery from Project (double-click to select the transaction) On the initial screen. Create the delivery. If a dialog box is displayed. b) An overview of the materials that meet the filter conditions appears. Check the delivery information again for the component. select pump P-100 and click the Delivery Information icon. enter your project T-100## and ship-to party 1600. Field name Values Delivery date Two weeks from today Goods issue Tomorrow Exit the detail screen by clicking the Copy icon. Normally. Check the available open quantity in the detail screen for the component also. Exit from the delivery information using the Copy pushbutton. Compile a delivery containing the pump. All rights reserved. Check the delivery date and goods issue date as well. transfer the data or add the missing information if necessary. Confirm any warnings that appear regarding missing settings in the material master of individual components. as well as the delivery date and the goods issue date. select pump P-100 and click the Detail icon. To do this.Unit 5: Materials PLM220 Some components. Then click the Delete icon. Select all components except for pump P-100. c) Check the available open quantity in the component detail screen. for example pump P-100. Continued on next page 260 © 2006 SAP AG. Choose Components. 2006 / Q2 . Check the delivery information again for the component. the delivery should now be picked and packed. 4. Process the delivery of pump P-100 that you created earlier for your project T-100##.

Otherwise. Click the Back icon to return to the SAP menu. To do this. Process the delivery. All rights reserved. Availability Check and Delivery from Projects Post the goods issue of the pump immediately and then return to the SAP menu. click the Deliveries icon. b) An overview of the deliveries for your project appears. choose SAP Menu →Logistics → Project System → Material → Execution → Delivery from Project (double-click to select transaction) and enter your project T-100## in the initial screen. 2006 / Q2 © 2006 SAP AG. Select the item for material P-100 and click the Post goods issue icon. a) If the initial screen of the Delivery from Project transaction is still displayed. 261 .PLM220 Lesson: Assemblies. double-click the delivery and then click the Display <-> Change icon.

the availability check. 262 © 2006 SAP AG. and “delivery from projects”. All rights reserved. 2006 / Q2 .Unit 5: Materials PLM220 Lesson Summary You should now be able to: • Explain the function of assemblies.

2006 / Q2 © 2006 SAP AG. All rights reserved. • Discuss aspects of requirements grouping of material components • Explain the function of assemblies. • Execute material requirements planning (MRP) for projects. and “delivery from projects”.PLM220 Unit Summary Unit Summary You should now be able to: • Assign material to activities • Execute the bill of material transfer function to assign material requirements to the project. • Process the purchase requisitions generated by the project and create purchase orders for the materials. the availability check. 263 .

All rights reserved.Unit Summary 264 PLM220 © 2006 SAP AG. 2006 / Q2 .

2. the components are always produced in-house. The requirement date for material components can be derived from the activity date. the material assignment in projects is automatically updated for each retrospective BOM change. Material assignments can be maintained in tables. Which of the following statements are correct for the assignment of material components to network activities? Choose the correct answer(s). Requirements groupings can be used for both evaluated and unevaluated project stocks. For the direct procurement of non-stock items. You can group together requirements for various WBS elements depending on the MRP group. network headers can also display individual stock elements from the MRP perspective. Components that you want to assign as stock items must have a material master record. 265 . © 2006 SAP AG. True False Which of the following statements concerning requirements grouping are correct? Choose the correct answer(s). In the requirements grouping. □ □ 3. 2006 / Q2 □ A □ B □ C □ D □ E Requirements for multiple projects can be combined if certain prerequisites are fulfilled. □ □ 4. Determine whether this statement is true or false. True False When stock items are procured via requirements planning. Grouping together of requirements need not necessarily be carried out on the top WBS element.PLM220 Test Your Knowledge Test Your Knowledge 1. Determine whether this statement is true or false. you must use the valuated project stock. □ A □ □ B C □ D □ □ E F When the material is assigned. If the BOM transfer is used. the item type is automatically derived from the material master data. All rights reserved. The material can already be maintained in standard networks.

Test Your Knowledge 5. Determine whether this statement is true or false. Determine whether this statement is true or false. All rights reserved. □ □ 266 True False © 2006 SAP AG. 2006 / Q2 . True False You can use the function "delivery from projects" to delivery the material from the plant stock. PLM220 You have to manually trigger the availability check for material in projects. the customer stock and the project stock. □ □ 6.

2006 / Q2 © 2006 SAP AG. when the BOM explosion or transfer is used. B. Which of the following statements are correct for the assignment of material components to network activities? Answer: B.PLM220 Test Your Knowledge Answers 1. the project is not updated automatically. 267 . 4. When stock items are procured via requirements planning. Which of the following statements concerning requirements grouping are correct? Answer: A. suggested via the procurement indicator or. Answer: False Depending on the settings in the material master. D. Unevaluated project stock does not permit requirements grouping. Answer: False No inventory management is possible for non-stock items. Another option is to only generate the purchase requisition in the context of MRP. E Explanations regarding incorrect statements: Network headers cannot display individual stock segments . for example. choose a procurement type in the material assignment where a purchase requisition for a material component is generated at the same time as the reservation. E. To do this you can. you have to carry out another BOM transfer so that the changes are accepted in the project. not even in the valuated project stock. All rights reserved.not even in requirements grouping. 3. It is either entered manually. After the change. the components are always produced in-house. For the direct procurement of non-stock items. The use of evaluated project stock is a prerequisite for grouping together requirements for WBS elements. F Explanations regarding incorrect statements: When the material is assigned. the item type is not automatically derived from the material master data. 2. If you use the BOM transfer and if the BOM is changed retrospectively. it is also possible to procure stock items externally. copied from the BOM. you must use the valuated project stock.

Answer: False Depending on the plant. you can specify whether the availability check is to be carried out automatically when saving or manually. but also from the project stock can be delivered. 6. Answer: True In delivery from projects. You can use the function "delivery from projects" to delivery the material from the plant stock. material components from the plant stock and the sales order stock. PLM220 You have to manually trigger the availability check for material in projects. the customer stock and the project stock. 2006 / Q2 . All rights reserved. the network type and the status (open or released).Test Your Knowledge 5. 268 © 2006 SAP AG. You do this in the checking control in the Customizing of the project system.

..........281 2006 / Q2 © 2006 SAP AG...270 Exercise 14: Progress Tracking for Material Components ....... In addition to the various functions of Progress Tracking. the corresponding Customizing settings are also discussed in this unit..... All rights reserved.. Using this function.Unit 6 Progress Tracking Unit Overview This unit covers the use and set up of progress tracking for material components.. 269 .... Unit Objectives After completing this unit.. you can enter and track dates of particular significance in the planning and procurement of materials in projects..... you will be able to: • Use Progress Tracking and make the required system settings Unit Contents Lesson: Progress Tracking for Material Components.

Figure 114 identifies some examples of events such as: Order confirmation. goods receipt. These events used in progress tracking are either pre-defined as standard events in Customizing or can be defined in the application. 270 © 2006 SAP AG. This lesson provides an overview of the Progress Tracking functions and their corresponding prerequisites. Overview Figure 114: What is Progress Tracking? Progress Tracking enables you to closely monitor the progress of network components by tracking self-defined events. 2006 / Q2 . you will be able to: • Use Progress Tracking and make the required system settings Business Example You use Progress Tracking to see possible delays in the procurement of material components for your turbine project in time. delivery. export documents. The corresponding transaction code is COMPXPD. approval. and shipping advice. All rights reserved. Lesson Objectives After completing this lesson.Unit 6: Progress Tracking PLM220 Lesson: Progress Tracking for Material Components Lesson Overview Progress Tracking provides you with functions for deadline monitoring of material components in networks.

The two different Progress Tracking objects each have their own: • • • • Transactions (COMPXPD or AXPD and EXPD) Customizing settings Selection screens Field selections within Progress Tracking In addition to the Project System. 271 . however.PLM220 Lesson: Progress Tracking for Material Components Progress Tracking is a new function in the SAP R/3 Enterprise Release.6. 2006 / Q2 © 2006 SAP AG. evaluation. It contains all of the features of the Monitoring Dates function (Transaction NWTM) provided with Release 4. Progress Tracking is user-friendly and allows you to define user-specific layouts. However. only deals with Progress Tracking for network components. for example. status information. This course. Figure 115: Progress Tracking Objects . Progress Tracking can be used in Materials Management to monitor the progress of purchase orders.Differences Progress Tracking can be executed for different objects: • • Network Components Purchase orders The respective object is called a Progress Tracking object. All rights reserved. copying and filtering functions. mass changes. and printing functions. in comparison to the Monitoring Dates function. Progress Tracking has been enhanced by a series of new developments: more flexible Customizing.

the event dates are updated. All rights reserved. Each individual component can be assigned an event scenario or several individual events. 2006 / Q2 . In the final step.Network Components Progress Tracking is used to analyze a project that has components assigned. Now the actual evaluation can start. Figure 117: Progress Tracking Procedure 272 © 2006 SAP AG. The dates of events are saved each time you exit Progress Tracking. The individual steps are therefore repeated until the material has eventually been procured.Unit 6: Progress Tracking PLM220 Figure 116: Scenario . The dates of the events are either manually planned or scheduled using a scenario. which automatically notifies you of variances. Progress Tracking is an interactive process.

The second selection screen contains all the material components that matched your selection criteria in the first stage. All rights reserved. In the first selection screen. From this screen you can now select the materials that you wish to analyse in Progress Tracking. You can return to the selection screen at anytime to track other components. As a rule. Select those that you want to look into now.PLM220 Lesson: Progress Tracking for Material Components Procedure Figure 118: Selection Screen Progress Tracking has two selection screens that you work through one after the other. To do this. 2006 / Q2 © 2006 SAP AG. you enter projects or networks that contain the required components. It is from here that Progress Tracking itself starts. 273 . you determine the selection of components for which Progress Tracking is to be carried out. a lot of components are listed in this section.

All rights reserved. 3. 2006 / Q2 . as in 3). This assignment can be carried out in different ways: 1.Unit 6: Progress Tracking PLM220 Figure 119: Standard Events and Scenarios Progress Tracking evaluates the dates of events that are assigned to network components. Direct assignment of a standard event (see graphic ) Generation and assignment of a new event (not a standard event!) Assignment of an event scenario that contains standard events and event relationships. Using a BAdI (see later in unit) Figure 120: Scheduling 274 © 2006 SAP AG. 2. 5. 4. Automatically by assigning a scenario to a material group (otherwise.

Start scheduling. The evaluation shows all of the data for a Progress Tracking object on one interface.PLM220 Lesson: Progress Tracking for Material Components Progress Tracking allows you to schedule the standard events of a scenario. Automatically scheduling: If the Automatic scheduling indicator in the Event Relationships table is set for an event in a scenario. Figure 121: Evaluation Progress Tracking has its own interface for evaluations. 275 . scheduling is carried out. The variances are evaluated according to the settings in the Progress Tracking profile. Manual scheduling: Select an individual standard event in the event overview. scheduling is carried out automatically according to the setting in the Progress Tracking profile when Progress Tracking is called up. This can either be triggered manually or automatically when Progress Tracking is executed. On the right. After confirming the dialog box. including dates and variances. The evaluation interface is split into two areas. All rights reserved. This gives you a better overview and also allows you to compare and analyze in detail. the related events. a scenario. It is called up from Progress Tracking. a tree structure shows the Progress Tracking objects. and the definition of event relationships within the scenario. A dialog box appears (Figure 120) where you can define or temporarily modify the scheduling settings. All three tables must be set up in Customizing beforehand. A prerequisite for scheduling is the use of standard events. 2006 / Q2 © 2006 SAP AG. On the left. are displayed.

This information is assigned to the component as text. 2006 / Q2 . 276 © 2006 SAP AG. When you do this. All rights reserved. You can assign as many status notes to a component as required. In the component overview you can tell by way of an icon whether status information exists for a component.Unit 6: Progress Tracking PLM220 Figure 122: Status Note Caution: Status information has nothing to do with status management in general. This enables you to control who has access to the information. Figure 123: Additional Functions Progress Tracking provides a range of additional functions that simplify data entry and analysis: Mass change of scenarios: You can assign a scenario to one or more Progress Tracking objects using mass change. Each one is assigned to a status information category. Status information is used to provide information about individual components in a network (or purchase orders). the new scenario overwrites all events that are not contained in the scenario itself.

All four tables are shown in the following. All rights reserved. However. each individual subitem can have events. The Customizing settings for Progress Tracking are found in the IMG for the SAP system. Settings Customizing for Progress Tracking is very extensive and flexible. depending on the Progress Tracking object: • • Network components: Project System → Progress → Progress Tracking Purchase orders: Materials Management → Purchasing → Purchase Orders → Progress Tracking Customizing for Progress Tracking includes the following settings: • • • • • • • • • 2006 / Q2 Progress Tracking profile (required!) Standard events Event scenarios Event relationships within a scenario Priorities for events Assignment of default scenario to a material group Status info types Number ranges for status info Customer-specific evaluations © 2006 SAP AG. Subitems: You can add several subitems to a single Progress Tracking object (for example. if you want to use scheduling. all you need to do is set up a Progress Tracking profile. scenarios.PLM220 Lesson: Progress Tracking for Material Components Copying dates: You can copy all dates for all events belonging to one Progress Tracking object to another Progress Tracking object. Hotspots: You can go to the master data display for objects that are underlined. To carry out a simple test. material masters or networks. In turn. a component). 277 . and event relationships within a scenario. then you also need standard events. These include. for example.

278 © 2006 SAP AG. Scheduling baseline. Caution: Only those events are scheduled that have the entry Forward scheduling (Backward scheduling) in the table of event relationships for the scenario. the system calculates the dates of the subsequent (preceding) events. the indicators for the profile are as follows: Description: Enter an explanatory short text here. Scheduling Forwards – Backwards: analogous to scheduling Backwards-Forwards. planned. Scheduling Forwards (Backwards): Determines that with one event as the starting point. Variances: The traffic light colors of the individual variances are defined here. Afterwards. All rights reserved. 2006 / Q2 .Unit 6: Progress Tracking PLM220 Figure 124: Customizing the Progress Tracking Profile In detail.Forwards: In backward-forward scheduling. Do not display: The dialog box is not shown during manual scheduling. you start the scheduling backwards first and schedule all events in a scenario for which the indicator for backward scheduling is set. and forecast: Specifies whether the respective dates are to be scheduled. the system uses forward scheduling to determine the dates for events for which the forward scheduling indicator is set. Note: You can also maintain a layout in the application. Scheduling Backwards . Column display: Here you define which dates can be shown in the columns of the events overview.

All rights reserved. Rank: Specifies the sorting sequence of the events display in the events overview. The indicator activates a user exit.PLM220 Lesson: Progress Tracking for Material Components Figure 125: Customizing Standard Events In detail. Figure 126: Customizing Scenario and Event Relationships 2006 / Q2 © 2006 SAP AG. the indicators for the standard events are as follows: Event: Specifies the number of the event. Description: Contains a short description of the event. 279 . Reference: Defines whether and how a date can be referenced. The actual reference date is determined using a BAdI.

Use transaction SE18 to look at the methods and interfaces. The indicators of the event relationship within a scenario have the following meaning: Scenario: Contains the number of the scenario to which the event relationship refers.Unit 6: Progress Tracking PLM220 In detail. Fw: Specifies that this relationship is relevant to forward scheduling. Reference: Specifies whether the time interval can be changed manually in the application. you can use the methods of the BAdI definition EXPD_UPDATE shown in the slide. Bw: Specifies that this relationship is relevant to backward scheduling. 280 © 2006 SAP AG. Subsequent event: The subsequent event in the relationship is specified here. the indicators of the event scenario are as follows: Scenario: Contains the number of the scenario. Use transaction SE19 to implement them. All rights reserved. Preceding event: The first event in the relationship is specified here. 2006 / Q2 . AS: The indicator specifies that this relationship is carried out during automatic scheduling. explanatory text. Time interval: Specifies the interval between both events in working days. Figure 127: Business Add-Ins (BAdIs) For customer enhancements. Description: Contains a short. Plant calendar: Specifies the factory calendar that is used for scheduling.

Can you schedule the events? Continued on next page 2006 / Q2 © 2006 SAP AG. Enter a planned date that is two weeks in the past for the event for this component and update the evaluation. Manually assign an event you have defined yourself to the first component. Task: 1. you will be able to: • Monitor material procurement dates for projects by means of progress tracking Business Example To enable the timely recognition of impending delays in your turbine project due to missing material components. 3. All rights reserved.PLM220 Lesson: Progress Tracking for Material Components Exercise 14: Progress Tracking for Material Components Exercise Objectives After completing this exercise. Use Progress Tracking to plan and monitor dates for the material procurement of your project. What has changed? Why has this change occurred? In Progress Tracking. Now assign any two standard events to the first component. you monitor material procurement by means of Progress Tracking. 281 . To do this. To which activities are the components assigned? 2. call up Progress Tracking under Project System using the following data: Field name Value Profile Progress Tracking PS Project T-100## Select the first four material components in your project and call up the Progress Tracking overview in change mode. analyze the traffic light settings used.

Which status note types are available? Then save your data without exiting the overview. 5. How long is the time interval between the events Purchase order and Approval? 11. What color is the traffic light? 10. Do you see any variances? 8. Save your data. 9. Now take a look at the event overview for the second component.Unit 6: Progress Tracking 4. All rights reserved. 282 © 2006 SAP AG. Enter a text of your choice. 6. 2006 / Q2 . Use a status note to do this. How many events have been assigned? 7. Assign event scenario PS0001 to the remaining three components using mass change. Schedule the start date of the Specification event to two weeks ago today and trigger scheduling of the planned dates. PLM220 Enter additional information for the first component. Update the data. enter an actual date that corresponds to the schedule. and a baseline date that is for three weeks ago. Take a look at the overall evaluation of the four components and then exit the transaction. Set up the variances so that a yellow traffic light appears as soon as the planned date goes past the baseline date. For the Specification event.

Use Progress Tracking to plan and monitor dates for the material procurement of your project. In the table overview. 283 . Manually assign an event you have defined yourself to the first component. What has changed? Why has this change occurred? Continued on next page 2006 / Q2 © 2006 SAP AG. All rights reserved.PLM220 Lesson: Progress Tracking for Material Components Solution 14: Progress Tracking for Material Components Task: 1. You can now select the network components. To do this. Select the first four material components (by holding down the CTRL key) and choose Change. Enter a planned date that is two weeks in the past for the event for this component and update the evaluation. 2. you can see the activities to which the components are assigned. call up Progress Tracking under Project System using the following data: Field name Value Profile Progress Tracking PS Project T-100## Select the first four material components in your project and call up the Progress Tracking overview in change mode. To which activities are the components assigned? a) SAP Menu → Logistics → Project System → Progress → Progress Tracking (Double-click to select transaction) Enter the specified data on the initial screen and then click the Execute icon.

analyze the traffic light settings used.Unit 6: Progress Tracking PLM220 In Progress Tracking. Enter a text of your choice in the Description field. 3. Enter the specified date in the Planned field and then choose the Refresh icon. The profile you used is configured to display a red traffic light for events for which the actual date exceeds the planned date. Select two standard events and click the Transfer icon. or for which the planned date has already been exceeded without an actual date being entered. Exit the dialog box with the settings by clicking the corresponding icon. Can you schedule the events? a) Click the Standard event icon. a) Choose the Append row icon in the Events section. You cannot schedule the events as the component is not assigned to an event scenario. An event scenario stores the necessary scheduling information for sequencing events and their corresponding time intervals. 4. 2006 / Q2 . Now assign any two standard events to the first component. Enter a text of your choice. Which status note types are available? Continued on next page 284 © 2006 SAP AG. Use a status note to do this. A dialog box appears containing the standard events defined in Customizing. All rights reserved. A red traffic light is now displayed for the event in the variance column. Enter additional information for the first component. Click the Profile icon to view the traffic light definition. The Actual field is highlighted.

Now take a look at the event overview for the second component. The status note types General Information. Click the Create icon on the status information dialog box. 6. You can carry on using Progress Tracking. Select the row for the Specification event and then click the Schedule icon. Do you see any variances? a) In the Planned field. if necessary. Continued on next page 2006 / Q2 © 2006 SAP AG. Then click the Confirm icon. Assign event scenario PS0001 to the remaining three components using mass change. Seven events are assigned. choose event scenario PS0001 and confirm your entry. b) Now click the Save icon and confirm the dialog box. Purchaser Info. The events Specification and Inquiry are highlighted in color. a) Select the three components (by holding down the CTRL key) and choose the Scenario Mass Change icon. The system does not exit the transaction when you save. a) Select the first row in the component overview and click the Status Note icon. The assigned events are displayed in the list of events. Schedule the start date of the Specification event to two weeks ago today and trigger scheduling of the planned dates. In the dialog box. Confirm this. Enter information of your choice in the Category and Title fields and write the text in the lower section. 5. and Project Manager Info have been defined beforehand in Customizing. enter the specified date for the Specification event. How many events have been assigned? a) Double-click the scenario in the second row in the component overview or choose the Initial Event Overview icon for the second row in the component overview. 285 . 7. Then choose Yes to confirm that you want to change the scenario. A dialog box containing the detailed settings for scheduling appears. You can now select a status note type.PLM220 Lesson: Progress Tracking for Material Components Then save your data without exiting the overview. All rights reserved.

Unit 6: Progress Tracking

8.

PLM220

Set up the variances so that a yellow traffic light appears as soon as the
planned date goes past the baseline date.
a)

Click the Profile icon.
In the settings dialog box, double-click the traffic light for exception
Planned → Baseline. Confirm your entries.

9.

For the Specification event, enter an actual date that corresponds to the
schedule, and a baseline date that is for three weeks ago. Update the data.
What color is the traffic light?
a)

Enter the respective dates for the Specification event in the Actual and
Baseline fields. Choose the Refresh icon.
Based on your settings and date changes, the traffic light has now
changed from red to yellow.

10. How long is the time interval between the events Purchase order and
Approval?
a)

Click the Event Scenario icon.
The settings defined for the event scenario in Customizing are
displayed. The time interval between the Purchase Order and Approval
events is 30 days.
Close the dialog box by clicking the corresponding icon.

11. Save your data. Take a look at the overall evaluation of the four components
and then exit the transaction.
a)

Click the Save icon and confirm the displayed messages.
Select all four components by clicking the corresponding icon and
then click the Complete View icon.
The data for the four components is displayed in the Progress Tracking
evaluation as well as variances in the form of traffic lights. Expand the
views to analyze variances for each individual event.
Then exit the transaction by clicking the Back icon several times.

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Lesson: Progress Tracking for Material Components

Lesson Summary
You should now be able to:

Use Progress Tracking and make the required system settings

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Unit Summary

PLM220

Unit Summary
You should now be able to:

Use Progress Tracking and make the required system settings

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PLM220

Test Your Knowledge

Test Your Knowledge
1.

Dates that you wish to analyze in Progress Tracking have to be manually
entered into the various events beforehand.
Determine whether this statement is true or false.


2006 / Q2

True
False

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PLM220

Answers
1.

Dates that you wish to analyze in Progress Tracking have to be manually
entered into the various events beforehand.
Answer: False
Manually entering dates for events in Progress Tracking is only one of the
options. Dates in Progress Tracking can also be determined by scheduling
or set via a mass change or copy. In particular, you can also use method
GET_REFERENCE_DATE to automatically derive dates. This presumes the
implementation of BAdI EXP_UPDATE as a customer enhancement.

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Unit 7
ProMan
Unit Overview
This unit provides you an overview of the functions of ProMan. You can use
ProMan for practical analysis and control of all logistical data and project-related
procurement activities using just one transaction. You will become familiar with
the various functions of ProMan based on examples.

Unit Objectives
After completing this unit, you will be able to:

Use ProMan and make the required system settings

Unit Contents
Lesson: ProMan.................................................................292
Exercise 15: ProMan.......................................................301

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291

Materials Management. Lesson Objectives After completing this lesson.Unit 7: ProMan PLM220 Lesson: ProMan Lesson Overview In this lesson you will become familiar with how to use ProMan and the options within ProMan. All rights reserved. a large number of documents are created in the Project System. You can also execute procurement functions from ProMan. 2006 / Q2 . You use ProMan for the the structured monitoring of project-relevant logistical information and for executing individual procurement functions. you will be able to: • Use ProMan and make the required system settings Business Example When procuring external activities and material components for your project. Overview Figure 128: What is ProMan? 292 © 2006 SAP AG. You can use ProMan to monitor the data from different applications for project-related procurement processes. Purchasing and Production.

Execution of individual steps in the procurement process directly from ProMan. stock. All rights reserved. Previously. information that was actually triggered by the Project System. purchase requisitions) are created in other applications. Production. The main screen contains a hierarchical navigation area for the project structure and the different overview sections for components. Purchasing). Figure 129: ProMan Characteristics ProMan is an application that is integrated with Materials Management. quantities. ProMan solves this problem: • • • Consolidated information from the procurement process from a variety of applications.PLM220 Lesson: ProMan The Project System is integrated with many other applications in the SAP ERP system. An area in which this is particularly noticeable is the internal and external procurement of material and activities: As soon as an object is generated in the Project System. both planned and unplanned objects. the relevant documents (for example. Requirements Planning. and Inventory Management. activities. These documents are processed by the corresponding departments (for example. The display can be adapted to suit the individual user. Structured display of information. 2006 / Q2 © 2006 SAP AG. Purchasing. All objects and documents are taken into account. 293 . Purchasing and Production. dates. orders and documents. ProMan consists of a selection screen and a main screen. this meant that the project team only had limited access to information that was important for the project. Manually created documents are also displayed. Access to data from the Project System.

of these components or services to be selected for processing in ProMan. A definite prerequisite is a work breakdown structure and/or a network to which the components or services to be procured are assigned. purchase order items. reservations. 2006 / Q2 . purchase requisitions. cannot be evaluated in ProMan. goods issue. purchase requisition.Unit 7: ProMan PLM220 The orders and documents overview displays documents created such as: request for quotation. and material documents. Figure 130: Scenario: Purchasing Components ProMan is a tool for monitoring procurement processes. Figure 130 “Scenario . All rights reserved. For components or documents to be displayed in ProMan. WBS elements. 294 © 2006 SAP AG. production orders. and components are displayed. networks. In the hierarchical navigation area. and also for controlling these processes. WBS element or network activity). planned production orders. goods receipt. or only some. The ProMan selection screen allows all. purchase order.Purchasing Components” shows several procurement processes that can be executed or analyzed in ProMan: Reservation. activities and activity elements. Caution: Requirements that are independent of a project such as dependent requirements that refer to anonymous plant stock. they must be assigned or account assigned to an object in a project (for example.

All rights reserved. the filters can refer to attributes of the components or the activities and activity elements. The selections you make here can be very complicated. or network. You do this by specifying the project definition. In general. In the second section. The first section is where the components and external services are actually selected. 295 . you can save the entire selection screen as a variant. In the third section you define the criteria for filtering the selection. you can enter a ProMan profile. 2006 / Q2 © 2006 SAP AG. This determines the display of variances and the selection of documents that ProMan is to display. sales order number.PLM220 Lesson: ProMan Functions Figure 131: Selection Screen The overall selection screen for ProMan is subdivided into three sections. WBS element. So that you do not lose the settings completely each time you exit the selection screen.

Unit 7: ProMan

PLM220

Figure 132: Component Overview

The main ProMan screen is divided into two areas. A hierarchical navigation area
on the left, and the area for detailed information on the right. Tab pages subdivide
this second area into individual sections. The slide shows the component overview.
The following information is displayed in the Components view, for example:




Reservation number including item
Name and description of the material
Requirements quantity with unit of measure
Item category
Purchasing data (purchasing organization, purchasing group)

Figure 133: Orders and Documents View

The overview of orders/documents gives you information about orders
(for example, planned orders, production orders) and documents (purchase
requisitions, purchase orders, requests for quotation, material documents and

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Lesson: ProMan

so on) that are assigned to the selected components (or external services). The
individual documents and orders can be displayed directly from ProMan. Simply
double-click the individual document or order number to do this.
You can also create new documents from all of the overviews. The object that you
have selected and the view that you are currently using both determine which
documents you can actually create. The slide shows all the options that can be
created:





Reservation or purchase requisition
Grouping to purchase requisition
Purchase order
Delivery
Goods receipt and goods issue
Transfer stock posting

Figure 134: Quantities View

The Quantities view supplies you with detailed information about the quantities
and stock levels of components. In detail, you see the following:





2006 / Q2

Requirements quantity of the reservation
Quantity in the planned order and in the production order
Quantity of the purchase requisition and the purchase order
Stock
Quantity withdrawn
Quantity in the material document

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PLM220

Figure 135: Dates View

The date overview gives you detailed information about the dates of components
(and external services). For example, you are provided with the following
information:



Requirements date
Delivery date of the purchase requisition and purchase order
Basic start and finish date of planned orders and production orders
Final delivery date of production orders

Figure 136: ProMan: Additional Functions

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Lesson: ProMan

You can select other functions from the ProMan menu. In ProMan, choose Edit →
Functions to carry out the following functions:





Order progress
Order report
Single-item, single-level (requirements planning run, MRP)
Single-item, multi-level (requirements planning run, MRP)
Project planning (requirements planning run, MRP)
Stock/requirements List

Customizing

Figure 137: ProMan: settings

In Customizing, you can set up two profiles for ProMan:
The ProMan profile is optional and is selected when ProMan is called up. The
individual indicators are as follows:
Profile and Description: Contains the number and short description of the profile.
Exception Profile: This is the second ProMan profile (see below)
Orders/Documents: This defines per document or order whether it is read and
evaluated in ProMan.
Views: Defines which views are displayed in ProMan.

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Unit 7: ProMan

PLM220

You can also define an exception profile. It is not assigned directly when ProMan
is called up, instead it is selected via the ProMan profile (see above). The
exception profile specifies rules that are evaluated and the result of this evaluation
determines whether the traffic lights are then set to red or yellow. The traffic lights
are displayed on the individual overviews. The rules for exceptions are therefore
adjusted to fit the individual views, such as exceptions for documents, for example.

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Lesson: ProMan

Exercise 15: ProMan
Exercise Objectives
After completing this exercise, you will be able to:

Use ProMan to analyze project-related material procurement

Create a purchase order in ProMan

Business Example
You analyze the different procurement processes for your turbine project using
ProMan. For individual material components you create a purchase order in
ProMan and, if necessary, enter its goods receipt later on.

Task:
1.

Use ProMan in the following exercise to monitor and control material
procurement for your project.
Open ProMan using the following data:
Field name

Value

Project definition

T-100##

Profile

ProMan, Demonstration,
IDES

In the navigation area, expand the complete structure of your project.
2.

Analyze the component data for material T-20100 only. What is the material
group of the component?

3.

Reservations have already been generated for all components of your
network. Take a look at the reservation for component T-20100.
What is the reservation number and what is the assigned movement type?
The number of the reservation is: _________________
The movement type is: _________________

4.

Take a look at the assigned or account-assigned orders and documents for the
MRP-WBS element of your project.
What type of documents are assigned or account-assigned to this WBS
element?

5.

In ProMan, create a purchase order for component T-20100. Use the
following data:
Continued on next page

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301

2006 / Q2 . Use storage location 0001. Change the delivery date to an earlier date (for example. 6. analyze the project stock for material T-20100 and then return to the SAP menu. one month before the original delivery date). In ProMan. post a goods receipt for the purchase order in ProMan. 1000 Purchasing group 001 What is the number of the purchase order? Display the purchase order number in ProMan. Display the delivery date of the purchase order in ProMan. 302 © 2006 SAP AG. 7. Then change the delivery date of the purchase order. All rights reserved. Finally.Unit 7: ProMan PLM220 Field name Value Vendor 1000 Company code 1000 Purchasing org.

Select your project definition in the navigation area and click the Expand Subtree icon. What is the reservation number and what is the assigned movement type? The number of the reservation is: _________________ Continued on next page 2006 / Q2 © 2006 SAP AG. double-click the icon in front of material component T-20100. Enter the specified data on the initial screen and then click the Execute icon. The material group of the component is: 00101. Use ProMan in the following exercise to monitor and control material procurement for your project. Take a look at the reservation for component T-20100. Demonstration. steel. 3. Scroll to the right until you can see the Material Group column. Open ProMan using the following data: Field name Value Project definition T-100## Profile ProMan. IDES In the navigation area. 2. All rights reserved.PLM220 Lesson: ProMan Solution 15: ProMan Task: 1. The data for this component only will now be displayed in the area to the right. What is the material group of the component? a) In the navigation area. expand the complete structure of your project. Reservations have already been generated for all components of your network. 303 . Analyze the component data for material T-20100 only. a) SAP Menu → Logistics → Project System → Material → Execution → Project-Oriented Procurement (ProMan) (Double-click to select transaction).

Take a look at the assigned or account-assigned orders and documents for the MRP-WBS element of your project. Use the following data: Field name Value Vendor 1000 Company code 1000 Purchasing org. double-click the top-most WBS element and then go to the right-hand side area of the Orders/Docs tab page. 5. In ProMan. planned orders as well as the production order for material T-20600 and various material documents. Click the reservation number to display further details. Simply click to display all of these documents. create a purchase order for component T-20100. goods issue for network Exit the reservation by clicking the Back icon. All rights reserved. The movement type is: 281. your purchase order for dependent requirements. you already carried out various material procurements referencing your project stock. 2006 / Q2 . What type of documents are assigned or account-assigned to this WBS element? a) In the navigation area. 4.Unit 7: ProMan PLM220 The movement type is: _________________ a) The reservation number (and item) is already displayed in the component view. The movement type of the reservation is now displayed on the top-left of the reservation. 1000 Purchasing group 001 What is the number of the purchase order? Continued on next page 304 © 2006 SAP AG. TheOrders /Documents view displays the corresponding purchase requisitions. As part of the previous exercise.

analyze the project stock for material T-20100 and then return to the SAP menu. if necessary. All rights reserved. place your cursor on the purchase order number and from the context menu. Use storage location 0001. Change the delivery date to an earlier date (for example. a) Select the Dates tab page. one month before the original delivery date). 305 . enter a new delivery date and save the purchase order change by clicking the corresponding icon. go to the purchase order. Enter storage location 0001 and set the OK indicator for the item. Then post the document by clicking the corresponding icon. Stock to the amount of the quantity procured previously should be displayed for material T-20100. 7. To do this. In the purchase order. select the row for material T-20100. Finally. Now display the purchase order number in ProMan also. A dialog box containing the purchase order number appears. a) Select the purchase order number in ProMan and right-click to enter the goods receipt for the purchase order. Then click the Execute icon followed by the entry Generate purchase order. Click the corresponding icon to refresh the data. Display the delivery date of the purchase order in ProMan. enter the specified data and click Execute. In ProMan. b) In ProMan. Then click the Refresh icon to update the data in ProMan. 6. The purchase order number is now displayed in the row for material T-20100 also. 2006 / Q2 © 2006 SAP AG. In the dialog box. Then change the delivery date of the purchase order. a) In the Orders/Documents view. The purchase order is created automatically. choose Change (right-click). go to the Stock tab page for your WBS element. Confirm the information. In change mode.PLM220 Lesson: ProMan Display the purchase order number in ProMan. To do this. Scroll to the right until you can see the Delivery Date Purchase Order column. post a goods receipt for the purchase order in ProMan. Click the Back icon to exit ProMan and return to the SAP menu. click the Refresh icon.

Unit 7: ProMan PLM220 Lesson Summary You should now be able to: • Use ProMan and make the required system settings 306 © 2006 SAP AG. All rights reserved. 2006 / Q2 .

307 . All rights reserved.PLM220 Unit Summary Unit Summary You should now be able to: • Use ProMan and make the required system settings 2006 / Q2 © 2006 SAP AG.

Unit Summary 308 PLM220 © 2006 SAP AG. 2006 / Q2 . All rights reserved.

you can post goods receipts and goods issues amongst other things. you can specify which exceptions are displayed.PLM220 Test Your Knowledge Test Your Knowledge 1. In ProMan. Purchasing and Production. you cannot only analyze data from the Project System but also data from Materials Management. you must have defined the corresponding profiles in Customizing. 309 . All rights reserved. Which of the following statements concerning ProMan are correct? Choose the correct answer(s). You can define user-specific layouts for the overviews in ProMan. © 2006 SAP AG. In the Customizing profile for ProMan. which orders and documents are read and which views are displayed. In order to use ProMan. 2006 / Q2 □ A □ B □ □ C D □ E □ F In ProMan you can also analyze purchase orders that have been manually account-assigned to a WBS element. In ProMan.

Which of the following statements concerning ProMan are correct? Answer: A. E. 2006 / Q2 . All rights reserved. C. B. F Explanations regarding incorrect statement: All Customizing settings for ProMan are optional and no prerequisites have to be met for using ProMan. 310 © 2006 SAP AG.Test Your Knowledge PLM220 Answers 1.

311 . All rights reserved.PLM220 Course Summary Course Summary You should now be able to: • • • • 2006 / Q2 Schedule projects Plan and execute internal services Trigger and edit procurement processes Procure and deliver materials for the project © 2006 SAP AG.

All rights reserved.Course Summary 312 PLM220 © 2006 SAP AG. 2006 / Q2 .

If you have any corrections or suggestions for improvement. 2006 / Q2 © 2006 SAP AG. please record them in the appropriate place in the course evaluation.Feedback SAP AG has made every effort in the preparation of this course to ensure the accuracy and completeness of the materials. All rights reserved. 313 .