13 - Project Systems Reports

Section 13: Project System Reports 13
Section 14: Contents
Project Cost Reporting—Planned/Actual/Variance..........................................13–2

Cost Element Reporting—Plan vs. Actual.........................................................13–5
Budget Reporting—Budget vs. Plan/Actual/Commitments.............................13–9
Commonly Used Reports: Illustrations and Perspectives 1

Section 13: Project System Reports
Budget Reporting—Budget vs. Plan/Actual/Commitments
Project Cost Reporting—Planned/Actual/Variance
2 Reporting Made Easy

Quick Access To run this report, use one of the following access options:
Option 1: Menu Path
Logistics  Project management  Information system  Costs/rev/payments  Report
selection, then Costs:Planned/Actual/Variance
From the reporting tree, choose the following report:
Costs:Planned/Actual/Variance
Option 2: Transaction Code
In the Command field, enter transaction PS91 and choose Enter. Then, select the
report listed as Costs: Planned/Actual/Variance.
Purpose This report lists the planned and actual costs by project structure object. It also
compares the variance and displays the variance amount in both absolute and
percentage terms.
Prerequisites You must enter a value for the Controlling Area the first time you run this report.
You will need to change the Controlling area again only if it changes for subsequent
reports. After you enter Controlling area, you see the Database profile. The Database
profile determines what information from the Project System will be viewed.
Integration In this report, you can use value categories to find all costs (planned or actual)
based on the type of cost. Value categories are defined during configuration and
consist of cost elements or cost element groups. Using value categories, you can
list costs for a given project object, such as a Work Breakdown Structure element
(WBS) and by the cost element groups instead of each cost element. Examples of
cost element groups include:
 Labor costs
 Material costs
 Overhead costs
 Other costs
You can also list the cost by transaction currency instead of by project currency,
delimit cost by year or period, and drill down to the transaction that created the
cost.
Features The selection screen of this report includes:

 Variants
 Dynamic selection options
 Database profile
 Filters

 Version reporting
 Subproject reporting
 Reporting of planned costs using a version other than the default version
Next Steps This report includes data from cost planning and actual cost postings to WBS
elements and network activities.
Guided Tour
Example: Display a list of costs by project.
To access the first screen for this report, choose

Logistics  Project management  Information system  Costs/rev/payments  Report selection, then,
Costs:Planned/Actual/Variance.
Note: In this example we are using Controlling area 2000 and Database profile #1.
1. Under Project information system,

enter C-1000 in Project.
2. Choose Execute. 2

A This section of the screen shows

possible navigation by:
 Value category
 Period/year
 Transaction currency A
 Transaction
B
B This section of the screen shows a
listing of project objects and their
descriptions, as well as the
planned and actual costs with
associated variances.

Cost Element Reporting—Plan vs. Actual

Option 1: Menu Path
selection
Costs  Plan-based  By cost elements  Act/plan/variance abs.% var
From the reporting tree, choose the following report:
Plan-based  By cost elements  Act/plan/variance abs.% var.
Option 2: Transaction Code
In the Command field, enter transaction PS91 and choose Enter. Then, from the
reporting tree, choose Plan-based  By cost elements  Act/plan/variance abs.% var.
Purpose This report lists the planned and actual costs (by project cost object) for each cost
element. It also compares the variance and displays the variance amount in both
absolute and percentage terms.
Prerequisites You must enter a value for the Controlling Area the first time you run this report.
Integration This report only lists the cost for the object not the structure, as described in the
previous report.
In this report, you can drill down to the line-item detail of a given cost element and
find all costs for the project object entered in the selection screen. If the project is
used in the selection screen, all costs listed are for the entire project by cost
element.

 Execute
 Execute and Save
 Report parameters (that is, fiscal year, to/from period, and plan version)
 Database profile
 Version reporting
 Subproject reporting

Guided Tour
Example: Display a simple listing of project costs by cost element.
To access the first screen for this report, choose

Logistics  Project management  Information system  Costs/rev/payments  Report selection
Costs  Plan-based  By cost elements  Act/plan/variance abs.% var.
Note: In this example we are using Controlling area 2000 and Database profile #1.
1. Under Project information system,

enter COSTING in Project.
2. Choose Execute. 2

The first screen of the report shows all

cost objects and includes:
 Fiscal year and period
 Cost elements and description 3
 Cost elements group

 Plan/Act – version
3. Choose Next Columns.
The report moves to the next set of

columns which show:
 Project plan
 Appended order plan 4
 Apportioned order plan
 Actual costs

The report moves to the final set of

columns which show:
 Planned quantity
 Actual quantity
 Absolute variance
 Percentage variance


Option 1: Menu Path
selection
Option 2: Program Name
Choose System  Services  Reporting and enter RKP8928 in the Program field.
Then, choose Execute to run the report.
Note: The report shown here is a custom report which was created with reference
to other functions in the Project Systems module. It is included here for illustration
purposes only.
Purpose This report lists project costs and compares them to the budget. It includes
commitments and remaining order plan costs.
Prerequisites You must enter a value in the Controlling Area the first time you run this report.
Integration In this report, you can use value categories to find all (planned or actual) costs
based on the type of cost. Value categories are defined during configuration and
consist of cost elements or cost element groups. Using value categories, you can
list costs for a given project object, such as a Work Breakdown Schedule element
(WBS), by the cost element groups instead of each cost element. Examples of cost
element groups might include:
 Labor costs
 Material costs
 Overhead costs
 Other costs
You can also list the cost by transaction currency instead of by project currency,
delimit cost by year or period, and drill down to the transaction that created the
cost.

 Variants
 Filters
 Project
 WBS element

 Network
 Subproject
 Project version
 Cost plan version
Guided Tour
Example: Display a simple listing of costs, commitments, and budget for a project.
Note: In this example we are using

Controlling area 2000 and Database
profile #1. 2
1. Under Project information system, 1

enter 0681N in Project.
2. Choose Execute.

A This section of the screen shows

possible navigation by:
 Value category
3
 Period/year
 Transaction currency
 Transaction A
B This section of the screen shows B
listings of project objects and their
descriptions as well as the overall:
 Project budget
 Actual costs
 Open Commitments
 Remaining order plan
 Assigned costs (sum of actual
and open commitments)
The report moves to the next section

to show detail for previous project
years.
4

The report moves to the next section

to show annual views of the project.
5. Click on the Val. Category
navigation bar to select it.
5
The diamond and navigation bars

change color to indicate hot-spot
activation.
6. Select WBS 0681N-21171.

The report moves to the final set of

columns that show the costs by value
category for the overall project.


13 - Project Systems Reports

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Section 13: Project System Reports 13

Section 14: Contents

Project Cost Reporting—Planned/Actual/Variance..........................................13–2

Commonly Used Reports: Illustrations and Perspectives 1

Project Cost Reporting—Planned/Actual/Variance

2 Reporting Made Easy

Features The selection screen of this report includes:

Commonly Used Reports: Illustrations and Perspectives 3

Example: Display a list of costs by project.

To access the first screen for this report, choose

1. Under Project information system,

4 Reporting Made Easy

A This section of the screen shows

Commonly Used Reports: Illustrations and Perspectives 5

Cost Element Reporting—Plan vs. Actual

6 Reporting Made Easy

Features The selection screen of this report includes:

Commonly Used Reports: Illustrations and Perspectives 7

Example: Display a simple listing of project costs by cost element.

To access the first screen for this report, choose

1. Under Project information system,

8 Reporting Made Easy

The first screen of the report shows all

 Cost elements group

3. Choose Next Columns.

The report moves to the next set of

4. Choose Next Columns.

Commonly Used Reports: Illustrations and Perspectives 9

The report moves to the final set of

10 Reporting Made Easy

Budget Reporting—Budget vs. Plan/Actual/Commitments

Commonly Used Reports: Illustrations and Perspectives 11

Features The selection screen of this report includes:

12 Reporting Made Easy

Note: In this example we are using

1. Under Project information system, 1

Commonly Used Reports: Illustrations and Perspectives 13

A This section of the screen shows

3. Choose Next Columns.

The report moves to the next section

14 Reporting Made Easy

The report moves to the next section

The diamond and navigation bars

Commonly Used Reports: Illustrations and Perspectives 15

The report moves to the final set of

16 Reporting Made Easy

Commonly Used Reports: Illustrations and Perspectives 17

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