Collaboration Projects

Release 4.5 SP05

HELP.EPPLMCPRO

SAP Online Help

12.09.2008

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Collaboration Projects

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12.09.2008

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Collaboration Projects

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SAP Online Help

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Collaboration Projects ......................................................................................................... 10 Work with cProjects ......................................................................................................... 10 Navigation .................................................................................................................... 10 Adjustment or Enhancement of the User Interface ........................................................ 11 Personalization of the User Interface......................................................................... 11 Project Elements .......................................................................................................... 12 Project Definition....................................................................................................... 12 Project Roles ............................................................................................................ 13 Phase ....................................................................................................................... 14 Checklist................................................................................................................... 14 Checklist Item........................................................................................................ 15 Task ......................................................................................................................... 15 Typical Functions for Project Leads .............................................................................. 15 Typical Functions for Project Participants ..................................................................... 16 Typical Functions for Project Resource Planners .......................................................... 16 Typical Functions for Decision Makers.......................................................................... 16 Functions on the Start Page............................................................................................. 17 Opening a Project or Project Version ............................................................................ 17 Creating a Project Definition ......................................................................................... 18 Creating a Project Charter for a Project Definition......................................................... 19 Dashboard ................................................................................................................... 20 Favorites List................................................................................................................ 24 Adding Objects to the Favorites List .......................................................................... 24 Project List ................................................................................................................... 25 Search Function ........................................................................................................... 26 Vacant Role Search ..................................................................................................... 27 Selection by Qualification .......................................................................................... 28 Making User Settings ................................................................................................... 28 Creation of a Project ........................................................................................................ 30 Creating a Project Definition ......................................................................................... 31 Creating Project Elements ............................................................................................ 32 Deactivation of Object Types ........................................................................................ 34 Task Hierarchies .......................................................................................................... 34 Mass Data Entry........................................................................................................... 35 Templates .................................................................................................................... 36 Creating a Template ................................................................................................. 36 Work with Checklist References................................................................................ 40 Including Subtrees from Templates ........................................................................... 41 Structure Tree .............................................................................................................. 41 Collaboration Projects 4

SAP Online Help

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Creation of Data for the Project Definition ..................................................................... 42 Creating Basic Data for a Project Definition............................................................... 43 Creating Additional Data for a Project Definition ........................................................ 44 Creation of Data for a Phase ........................................................................................ 46 Creating Basic Data for a Phase ............................................................................... 46 Creating Additional Data for a Phase......................................................................... 48 Creating Data for a Checklist ........................................................................................ 48 Creating Basic Data for a Checklist ........................................................................... 49 Creating Additional Data for a Checklist .................................................................... 50 Creating Data for a Checklist Item ................................................................................ 50 Creating Basic Data for a Checklist Item ................................................................... 51 Creating Additional Data for a Checklist Item............................................................. 52 Creation of Data for a Task........................................................................................... 53 Creating Basic Data for a Task.................................................................................. 54 Creating Additional Data for a Task ........................................................................... 55 Editing Project Structures................................................................................................. 56 Basic Functions............................................................................................................ 58 Table View................................................................................................................ 58 Working with the Table View.................................................................................. 60 List View ................................................................................................................... 60 Graphical View.......................................................................................................... 61 Setting the Filter........................................................................................................ 63 Saving the Filter........................................................................................................ 65 Printing an Object ..................................................................................................... 66 Workflow................................................................................................................... 66 Alerts........................................................................................................................ 67 Lock Logic ................................................................................................................ 70 Multilingual Capabilities............................................................................................. 70 Using Language-Dependent Functions.................................................................. 72 Recording Changes .................................................................................................. 73 Archiving................................................................................................................... 74 Notes........................................................................................................................ 74 Project Planning ........................................................................................................... 75 Editing a Project Element.......................................................................................... 75 Deletion of Objects.................................................................................................... 76 Editing the Relationship Between Tasks.................................................................... 78 Scheduling................................................................................................................ 79 Time Constraints ................................................................................................... 81 Scheduling Manually ............................................................................................. 81 Releasing Project Elements ...................................................................................... 82

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............... 116 General Selection Criteria ............................................ 109 Deleting Qualifications ........................................................ 104 Deleting a Task Assignment..................................................................................................................................................................... 89 Confirming Tasks.....................................SAP Online Help 12................................................................ 113 Accepting Responsibility for Roles............................................................................................................................................................................................................................................................................................................................................... 130 Collaboration Projects 6 .................................................. 83 Export to Microsoft Project (Client)....................................... 96 Creating a Project Role ..................................................................................................................................................................................... 105 Assignment of Project Roles to Tasks ........ 121 Running a Search ............................................................................................ 126 Staffing of Project Roles with Resources .. 85 Export to an XML File .................................................... 106 Definition of Qualifications .... 112 Staffing Process ...................................................................................................................................................................... 97 Sorting Project Roles ................................................................................................................................................................................................ 102 Assigning Tasks and Project Roles ................... 110 Staffing Process ................................... 87 Confirmation........................................................................... 118 Selection According to Organizational Structure............................................................................................................... 93 Project Roles.................09................................................................................................................. 90 Project Resource Planning.................................................................................................................... 88 Confirming Checklist Items.......... 86 Importing of Project Data..... 83 Export to Microsoft Project (Server) ................................................................... 94 General Definition of a Project Role ............. 115 Resource Search......................................................................................................................................................................................... 125 Selection by Qualification ................................................................................................................................................................................. 99 Distribution of Required Capacity over Periods.................................. 122 Search Results .................................................................. 123 Vacant Role Search ...................... 89 Time Recording Using the Cross-Application Time Sheet................ 126 Candidates .......................................................................... 110 Staffing Process Tab Page............................................................................................... 99 Views............... 114 Synchronize Project Roles to Staffing Process.............................................................................................................................................................. 119 Selection According to Availability.............................. 100 Task Assignment...................................................................................................................Status ................................................................................................................................................................ 118 Selection According to Qualifications....................................2008 Import and Export of Data .......................................................................................................... 122 Suitability Percentage ............................................................... 108 Defining Qualifications ...................

............................................................................ 155 Deletion of Project Versions................................................................................................................................. 178 Controlling................2008 Staffing Actions............. 148 Work with Versions....................... 140 Work with Subprojects................................................................................................................................................................................................................. 140 Multi-Project Management .................................................................................... 164 Assignment of Cost/Revenue Rates................... 162 General Information About Accounting Integration ........................................ 145 Setting the Filter in the Multi-Project Monitor ................................................................. 176 Sales Pricing for cProjects ......................................................................................................... 153 Reconciliation and Comparison of Versions ................................................................................................................................................................................................................................................. 157 Creating an Object Link ... 134 Reserving Resources.................... 147 Project Versions............................................................................................................................... 131 Storing Resources As Candidates................................................................................................................................................... 168 From the Opportunity to the Sales Order ................................................................................... 137 Creating a Soft Booking for a Resource ..................................................... 131 Creating a Business Partner ................................................................................................................................................ 173 Ad Hoc Cost Estimate for cProjects............................. 156 Object Links............................. 138 Creating a Groupware Task...... 160 Displaying Linked Object Data............................................................................................SAP Online Help 12................................................. 136 Generic Interval Check................................................................................................... 164 Costing Logic....................................................... 160 Opening a Linked Object for Editing..................................................................................................................................................... 137 Workflow for Resource-Booking Statuses............................................................... 144 Multi-Project Monitor...................................................................................... 169 Preliminary Costing and Quotation Creation ............. 167 Derivation of Organizational Data.................................. 140 Work with Mirrored Tasks ............................................................................................ 151 Creation of Snapshots in the Background ............................................................................................................................................................................. 180 Collaboration Projects 7 ..... 161 Deleting an Object Link .......................... 153 Performing Reconciliations and Comparisons .......................................................................................................................................................................................... 161 Accounting Integration ..... 139 Resource Manager ......... 158 Editing an Object Link............................................................................................................. 133 Notifying a Selected Resource by E-Mail...........................................................................................09...................................................................................................... 150 Creation of Simulations and Snapshots .......................... 133 Staffing Project Roles with Resources............................................................................................................................................................ 142 Work with Programs ......................................................................................

............................................................... 218 Integration with cFolders. 181 Single-Object Controlling for Internal Orders .............. 214 Function Details ................... 191 Control Plan...................................................... 185 Automatic Creation of the Controlling Structure......................................................... 203 Working with Document Info Records.......... 204 Integration with a WebDAV Client.................... 219 Creating a Collaboration............................................... 206 Technical Description and Configuration Information ................................................................................................. 192 Editing a Control Plan............................................................................................................................................................................... 202 Integration with SAP Document Management ...................................................... 219 Assigning an Existing Collaboration to a Project Element....... 217 Editing Project and Collaboration Structures............................................................................................................................................................................................................... 198 Assigning Documents and Creating Folders .......... 187 Integration with Supplier Relationship Management ................................................................................. 183 Manual Creation of the Controlling Structure...................................................... 193 Creating a Control Plan Version...........................................................................................................................................................09......................................................................................................................................................... 209 Configuration of a WebDAV Repository Manager............................2008 Controlling Cockpit............................................................................................................................................................................... 189 Creating a Shopping Cart .... 202 Tabular Document View............................ 192 Creating and Opening a Control Plan ...................................................................................................................................................... 220 Transferring Documents ................. 196 Creating Objects in the Control Plan ................... 223 Deleting a Link to a Collaboration .................... 224 Integration with Virtual Rooms .......................... 221 Renaming a Collaboration or a Folder ............................................................................................................................................................ 212 Editing Functions for Project and Collaboration Structures ..................................................................... 190 Canceling a Shopping Cart........................................................................................................................................................................................................................ 197 Documents.... 182 Multilevel Controlling............ 201 Content Versions ...SAP Online Help 12....................................................................................................................................................................................... 216 Objects with the Same Name ........................................................................ 199 Using Document Templates ......... 198 Editing the Document or Folder................................................................................................................................................................................................ 191 Staffing Tasks with External Resources .................................................................................................................................... 225 Collaboration Projects 8 ....................................................................................................... 196 Work with Documents ..................................................................................................................................... 222 Maintaining a Collaboration ........................................ 223 Integration with SAP Enterprise Portal.............................................. 211 Defining the WebDAV URL........

...................................................................................................................................................................................................................................................................................................................... 242 Assigning Authorizations .............................................................................2008 Integration with SAP xRPM ...... 254 Status of Checklist Items ................................................................................................................ 235 Approving a Phase ..................................................................................................................................... 252 Status of Templates. 231 Creating and Displaying Evaluations............................................................................................................................. 238 Canceling an Approval ..................................................................................................................................................................... 254 Status of Checklists................................................................ 256 Status of Documents ................................................................................................................................................ 241 Authorizations................................................................... 255 Status of Control Plan Versions .......... 256 Status Information for Project Element................................................................ 232 Exporting Evaluations........................................................................................................................................................................................... 250 Status Management.......................................................................... 236 Creating an Approval....................... 234 Search ....... 240 Granting an Approval....................................... 237 Beginning an Approval .................................................................................................................. 239 Rejecting an Approval ...........................................09............................................................. 248 Substitute........................................................................ 234 Favorites ................. 228 Editing Project Status Reports ............ 245 Assigning Administration Authorization............................................ 228 Creating Project Status Reports..................................................................................................................................................................... 240 Beginning an Approval Again..................................................................................... 230 Evaluations............................................................................ 227 Project Status Reports ...................................................................................................... 250 Status of the Project Definition.............................................................................................. 238 Granting or Rejecting Individual Approvals................................................................................................................ 250 Status of Phases .............................. 257 Collaboration Projects 9 ..................... 249 Superuser ................................................................................................................................................................................................................................................................................................................................................................................. 247 User Groups............ 253 Status of Tasks ........................................................................................SAP Online Help 12.................................................

see SAP Library for SAP NetWeaver under SAP NetWeaver Library SAP NetWeaver by Key Capability Information Integration by Key Capability BI Content Product Lifecycle Management BW: cProjects. For more information about cProjects analyses with BI Content. You can define your own page and use this. No standard logoff page is supplied with cProjects. Work with cProjects Navigation [Seite 10] Project Elements [Seite 12] Typical Functions for Decision Makers [Seite 16] Typical Functions for Project Leads [Seite 15] Typical Functions for Project Participants [Seite 16] Typical Functions for Project Resource Planners [Seite 16] Navigation Use Note the following special features of navigation in cProjects: When you navigate in the project structure. You can open each element by clicking the link. Use the Exit function in the top right-hand corner to leave the application. Collaboration Projects 10 .SAP Online Help 12.2008 Collaboration Projects Purpose Collaboration Projects (cProjects) is a cross-industry tool that you use to plan and monitor development and consultant projects. To navigate backwards and forwards between pages in the documentation. Do not leave the application by closing the browser before exiting the application. the system displays the path with the superior elements below the different views (breadcrumb [Extern]).09. use the Back function in the context menu via the secondary mouse button.

0 was created with Web Dynpro for ABAP. see SAP Notes 947936 and 942672. You can either make adjustments that are specific to the cProjects application or you can make general changes to Web-Dynpro-ABAP applications.09. for example. if you want to display a new customer-specific field.2008 Adjustment or Enhancement of the User Interface Use The user interface of cProjects 4. For more information about adjusting or enhancing the cProjects user interface. see SAP Note 972339. cross-application concept for personalizing the user interface. General Changes to Web-Dynpro-ABAP Applications You can also carry out general enhancements to Web-Dynpro-ABAP applications. Defining a tab page for customer-specific fields For more information. Displaying new or customer-specific fields in the dashboard [Seite 20] For more information. Defining fields as required entry fields or hiding fields For more information. For more information about using the modification-free enhancement concept in cProjects. Inserting new or customer-specific columns in the table view [Seite 58] For more information. see SAP Note 971394. see SAP Library for SAP NetWeaver under SAP NetWeaver by Key Capability Application Platform by Key Capability ABAP Technology UI Technology Web UI Technology Web Dynpro ABAP Web Dynpro ABAP: Development in Detail Advanced Concepts ModificationFree Enhancements. see the Collaboration Projects Implementation Guide (IMG) under Global Enhancements to Project Elements Show Additional Tab Page in cProjects. You can use this to personalize the user interface on a user-specific basis or an administrator can use it to personalize the user interface on a general basis for all users in Collaboration Projects 11 . Personalization of the User Interface Use Web Dynpro for ABAP provides a general. see SAP Note 942560. see SAP Note 950896. see the Collaboration Projects Implementation Guide under Global Enhancements to Project Elements Define Field Groups for Customer Fields. A number of different options are available for enhancing or changing the user interface. You can use the framework for modification-free enhancements for this. Features cProjects-Specific Adjustments The following application-specific adjustments to the cProjects user interface are possible: Defining a customer-specific tab page For more information. For more information.SAP Online Help 12.

you can hide interface elements. for example. The project definition contains general data of the project and information that is valid for the whole project. Features You can personalize the cProjects interface according to your requirements. you can create tasks [Seite 15]. you can create tasks and checklists with checklist items [Seite 15]. Activities To personalize interface elements in cProjects. Below the phases. If you use the userspecific personalization option. you can hide tab pages.2008 a client of a particular system. These elements include: Project definition [Seite 12] Phases [Seite 14] Checklists [Seite 14] Checklist items [Seite 15] Tasks [Seite 15] Project roles [Seite 94] Project Definition Definition Project element at the highest hierarchy level of a project.SAP Online Help 12. For more information about the personalization options provided by Web Dynpro ABAP applications. Below the project definition.09. Project Elements Definition Superordinate concept for all structuring elements in cProjects. you can hide and change the order of tab pages. If you use the cross-application personalization option. click your chosen element with the secondary mouse button and make your selection from the menu that appears. checklists [Seite 14]. see SAP Library for SAP NetWeaver under SAP NetWeaver by Key Capability Application Platform by Key Capability ABAP Technology UI Technology Web UI Technology Web Dynpro ABAP Reference End User and Administrator Personalization Advanced Concepts Personalization Web Dynpro ABAP: Development in Detail and Configuration Personalization. such as table columns. a project is structured using phases [Seite 14]. Integration Below the project definition. and checklist references [Seite 40]. Collaboration Projects 12 .

and therefore complete resource planning. see Creating a Project Role [Seite 97]. which function the resource carries out in the project. To do so. For more information. A similar resource description exists in Organizational Management. You use the DPR_TRUNCATE Business Add-In (BAdI) to control whether or how the system is to delete or truncate the project roles and staffings when an operational project is completed or if it is canceled.SAP Online Help 12. You can only assign tasks. The project role includes information about the qualifications that the resource should have and when and for how long the resource should be available. choose Check.2008 Project Roles Definition A project role represents a position in a project that is to be filled by a business partner. see Customizing for Collaboration Projects under Resource Management Basic Settings for Project Roles BAdI: Control Truncation and Deletion of Roles and Staffings.09. The project role describes which type of resource is required in a project. once you have created the project roles. Collaboration Projects 13 . that is. you can check whether all assignments and staffings are consistent. the role of consultant in a consulting project. staff roles with resources. thereby creating the foundation of Resource Planning. Use You create project roles according to the planned requirement for a project. Here. For more information about creating project roles. for example. the positions describe the resources required for the organizational plan. Project roles can have the following statuses: A red icon if the project role is not staffed A yellow icon if the project role is partially staffed A green icon if the project role is fully staffed You can define the following attributes for each project role: The qualifications a resource requires to be able to fulfill the project role The tasks that a resource is to work on The work and time frame for the individual tasks Once you have assigned tasks to the project role and staffed the project role with resources.

You can also hide the role list to gain more space for editing a project role. A phase begins with the release and ends with the approval [Seite 236]. The following tab pages are available: General [Seite 96] (detail view for the project role) Tasks [Seite 102] Staffing Process [Seite 110] Qualifications [Seite 108] Costing [Seite 167] Staffing [Seite 126] Documents [Seite 198] Notes [Seite 74] Shopping Cart [Seite 190] Object Links [Seite 157] Recording Changes [Seite 73] Phase Definition A clearly defined period in a project. Checklist Definition Control list with items that must be processed. A phase is considered released when the status Released is set in the phase. For more information about statuses. you define the business attributes of each project role and assign persons to it. see Status Management [Seite 250].SAP Online Help 12. In the screen area on the right.09. Integration You can further subdivide a phase using checklists [Seite 14] and tasks [Seite 15]. You can sort the project roles at any time to get a better overview. See Sorting Project Roles [Seite 99]. Collaboration Projects 14 .2008 Structure The project role overview with the current status and assigned resources is always displayed in the screen area on the left in the project role definition.

However. Checklist Item Definition Part of a checklist [Seite 14]. you can also create tasks below other tasks. Project participants check off the items they have finished.2008 Use Checklists ensure that all important aspects of a project or of a phase are taken into account.SAP Online Help 12. If your system administrator permitted subtasks for a project type.09. Typical Functions for Project Leads Creation of a Project [Seite 30] Multi-Project Management [Seite 140] Object Links [Seite 157] Scheduling [Seite 79] Project Versions [Seite 148] Substitute [Seite 249] Accounting Integration [Seite 162] Evaluations [Seite 231] Beginning an Approval [Seite 238] Collaboration Projects 15 . Use Checklist items represent important requirements that have to be met in order to achieve the project goal. Integration You can assign tasks to a project definition [Seite 12]. you cannot create any subtasks for tasks below a project definition. Use In projects. Structure A checklist consists of checklist items [Seite 15]. a phase [Seite 14]. or a checklist item [Seite 15]. tasks help to record and structure necessary processing steps. Task Definition Smallest part of a project.

SAP Online Help Archiving [Seite 74] Project Status Reports [Seite 228] Work with Documents [Seite 197] 12.09.2008 Typical Functions for Project Participants Evaluations [Seite 231] Work with Documents [Seite 197] Confirming Tasks [Seite 89] Confirming Checklist Items [Seite 89] Integration with cFolders [Seite 219] Control Plan [Seite 192] Object Links [Seite 157] Typical Functions for Project Resource Planners Creating a Project Role [Seite 97] Task Assignment [Seite 102] Definition of Qualifications [Seite 108] Staffing Process [Seite 110] Resource Search [Seite 116] Staffing of Project Roles with Resources [Seite 126] Notifying a Selected Resource by E-Mail [Seite 133] Staffing Project Roles with Resources [Extern] Creating a Groupware Task [Seite 139] Typical Functions for Decision Makers Granting or rejecting individual approvals [Seite 238] Collaboration Projects 16 .

SAP Online Help 12. Enter the project number of the project you want to open. Version . If you do not know the number. 1. You can now edit the project (see Editing Project Structures [Seite 56]). Enter the number of the project version you want to open. The initial views you see depend on your role.09. Dashboard [Seite 20] Opening a Project or Project Version Prerequisites You are in the Projects or Versions initial view in the Open area. Collaboration Projects 17 . Initial views There are many ways to access a project. the Projects initial view appears.. you can display your own logo or a user-specific URL. When you call the application for the first time. you can find it by using the search function [Seite 26]. Select the version type you want to open. 3. You see the header area on every screen in the application.2008 Functions on the Start Page Use The start page is the central access page in the cProjects application. Choose Continue. However. Features Header area In the header area. you can hide it if you want to (see Making User Settings [Seite 28]). For example. The system opens the project in the view in which you were last working. Enter a version number. You make the required settings in Customizing for Collaboration Projects under Basic Settings Make General Interface Settings. 1. The initial view you choose depends on your concrete role and tasks. 2. You see the initial views on every screen in the application. 2. Procedure Project . project leads open projects for editing while project members who want to confirm checklist items access the checklist items directly..

.09. 2. You cannot use operational projects as templates. You are in the Projects initial view. For a simulation: Select a version as the version for copy. Procedure . Collaboration Projects 18 . For a project template: Choose a project type from the dropdown box. Choose a template type (project template or simulation). 3. You can only use templates with the project type you selected in the previous step. Select a project number as the template. 4. Choose Continue. The input help displays the existing simulation project numbers. Choose Create. This is where you define the data for your project.SAP Online Help 12. if applicable (see Templates [Seite 36]). you create a complete project. The system checks whether the number has been assigned yet. 4. You can enter any string of characters. You have authorization for the authorization object CPRO_PTYPE for the project types you want to use. You can also open a project from the project list [Seite 25] or favorites list [Seite 24]. 5. whereas a simulation has its own number. 1. Select a template. You already defined and released templates. Prerequisites . If you use a template. Choose Create. Creating a Project Definition Use The first step in creating a project is creating a project definition [Seite 12].2008 The number of a snapshot is always the same as the number of the operational project it belongs to. Enter a project number for the new project. The input help displays the simulation versions that are available. Enter the original language..

You can continue to structure your project here and enter all the necessary data. You cannot edit the project charter in the template. You can display the object attribute group in the dashboard [Seite 20]. You cannot make any changes if you opened a snapshot [Extern] or simulation. You are in the editing view of this project definition on the Project Charter tab page. You can define key figures for the project charter by means of generic metrics management. see Creation of a Project [Seite 30].09. For more information. This enables you to define a logical group of project charters. Save your entries. The project charter helps you to plan and carry out Six Sigma projects. These fields are not language-dependent. and goals for the project charter.SAP Online Help 12. For more information. Metrics tab page: Here you can select a group for the project charter. Note that the system creates your project only after you have saved the data. 6. you have selected the language in which you want to enter languagedependent texts. Features Detail tab page: Here you can enter descriptions for the problem. In the Language field. Creating a Project Charter for a Project Definition Use In the project charter you define current values and target values along with the scope and benefits of a project.2008 The editing screen of the new project appears. Prerequisites You have created a project definition whose project type permits the use of the project charter. You can adjust the content displayed in Customizing for Collaboration Projects. You have selected the Project Charter indicator in Customizing for Collaboration Projects under Structure Define Project Types. scope. see the Collaboration Projects Implementation Guide (IMG) under Metrics Management Define Object Types Define Metrics Groups Define Metrics Define Currencies Define Quantities Define Metrics Value Types Assign Metrics Value Type to Metrics Groups Define Metrics-Independent Groups Collaboration Projects 19 .

and no KPIs for the project. you can specify for each metrics value type whether the values have been validated. see SAP Note 971394. You can select the Final Value indicator for each metric. For more information. the metrics value type fields of the metric can no longer be changed and the system displays the date of the final value. If you do not do this. You can define the currency in which the values are to be entered for each key figure. such as the Projects and Tasks initial views. actual. for example. Once this indicator has been selected. You can display additional or customer-specific fields in the dashboard. For more information. Integration The KPIs are partly read straight from the project data and partly calculated in the evaluations [Seite 231]. You can define the unit in which the values are to be entered for each key figure. Collaboration Projects 20 .09. We recommend that you use the URL parameter if you want to change the language for a short amount of time and adjust your browser settings if you need to change the language long term.2008 You can enter the actual and target data for the financial key figures Return on Investment and Savings. If you change data in the project that affects the KPIs that were calculated. You can enter the benefits that come from using the project charter. Dashboard Use This function gives you an overview of various Key Performance Indicators [Extern] (KPIs) for your projects. o Key figures: You can enter the basic. The dashboard [Extern] is available in a number of initial views. Note that the browser language then only applies if the URL does not specify a language. In the Validated field. the dashboard is only updated after a new evaluation has taken place. you only see the project name and the criticality level. and target data for the self-defined key figures and Sigma value. Prerequisites You made the following settings in Customizing for Collaboration Projects: You activated the dashboard function for the appropriate project type and specified when evaluations are to be performed by choosing Evaluations and Dashboard in the Define Project Types IMG activity. these entries are language-dependent. see Multilingual Capabilities [Seite 70].SAP Online Help Two metrics groups are supplied with the standard system: o Financial data: 12.

This is even possible if the project elements belong to different projects. The other initial views display non-aggregated values of the project element. Control Plan. Features Dashboard Views Depending on which initial view you are in. or Checklist Items: Displays all the objects you have already edited. the information in the dashboard is updated accordingly when the next evaluation is performed. for example. you can change the number of rows that are displayed. If you change project elements in the Tasks or Checklist Items views. However. Projects. The Projects. You can delete entries from the list. General Functions In the task and checklist views you can also select multiple project elements at a time and open them for editing.SAP Online Help 12.2008 You assigned the extract layout for the dashboard evaluations to the relevant project types in the Assign Extract Layouts to Project Types IMG activity. The Customizing settings for the project type dictate when evaluations are created. Last Used Tasks. You assigned icons to the attributes for the evaluations in the Define Attributes and Object Types for Evaluations IMG activity. You can display additional information in the dashboard by including new attributes in the layout for the dashboard evaluations. Collaboration Projects 21 . If you change any data. you can choose from a number of different dashboard views. SAP supplies the 0_DASHBOARD layout with the standard system. You can save your selection of columns as a view. You can print the table or export it to Microsoft® Excel. the system does not update the dashboard when you save. You can specify the order of the columns.09. You can use filter functions. The data for a project is displayed in the dashboard once an evaluation exists. and Versions initial views for the version type simulation always display aggregated values of the project element. The system only updates the dashboard if the whole project is loaded in change mode but this is not the case for these two views. Substitute: Displays all objects for which you are acting as a substitute. Personalization Under Settings you have the following options for personalizing the dashboard: You can show or hide columns. Favorites: Displays the objects that you added to your favorites [Seite 24]. You can adjust the table design. for example: Projects: Displays a project list [Seite 25]. they are only created in connection with the Projects entry object.

Actual finish date of an object Actual start date of an object Number of documents for a project element Number of object links for a project element Number of collaborations Current system status of an object Current user status of an object Collaboration Projects 22 . Mandatory Ctrl Plan Name of the project element Project type of object Description of the project type Object attribute phase type Object attribute task type Object attribute checklist type Object attribute group Object attribute search field Object attribute process Object attribute that is only relevant to tasks Object attribute that is only relevant to tasks Object attribute that is only relevant to tasks Number of control plans The number of control plans always refers to a project because you can only create and edit control plans at project level. the system displays the comment No evaluation planned. Number Project/Task/Checklist Unique project number The language-dependent name is visible in the corresponding column or by displaying the quick info text over the project number. Information in the Dashboard The following table is an overview of all the columns you can display in the dashboard: Column Title Crit. for App. Start Documents ObjectLink Collabs Sys. Type Description Project Type Phase Type Task Type Checklist Type Group Search Field Process Milestone Relev.Finish Act.2008 You can select multiple projects. Last Evaluation Date and time of the last evaluation The data in the dashboard originates from this time.Level Meaning Criticality level When the threshold value of a project is violated.Status User Stat. Project/Phase/Task/Checklist Proj. If no evaluation has taken place yet. the system displays the comment No data available. this is the severity of the violation.09.SAP Online Help 12. Act. If the project type of a project does not support the dashboard function. tasks. and checklist items and display them in the Multi-Project Monitor [Seite 145].

Finish Met Finish date of project was met Checks whether the actual finish date is after the latest planned finish date. See also Evaluations [Seite 231].or overstaffed. Plan. Staff. for example. Agg. Manual severity of the threshold value Aggregated severity of a threshold value Maximum severity of the actual project element and its lower-level project elements.09.Sever. ManualSev.Prof. this is the maximum severity. this is only relevant for checklist items Note that the following KPIs always refer to the project even if you are in the Tasks initial view. the highest severity of a project element is the highest degree of severity of all your own severities. Proj. both automatic and aggregated (see also Evaluations [Seite 231]).2008 Stat.Resp. Scope Met Scope of project was met Checks whether the amount of project work has exceeded the amount planned. have actually been completed. If no manual severity exists. the system calculates the number of days by which the project is delayed. Max. You define the possible values in Customizing. Deadl. Percentage of work completed This is calculated from the total work confirmed for all tasks and the remaining work.Stat Staffing status Shows whether a project is under. Start Met Start date of project was met Checks whether the actual start date is after the latest planned start date. Result Result of a checklist item. Costs Planned costs Collaboration Projects 23 . Work Cmpl.SAP Online Help 12. Priority Project’s priority You specify the priority for the project definition. Status profile that is used Person responsible for a project element Maximum severity of a project element If a manual severity exists. Pers.Delay Project delay Based on the average amount of work confirmed each day.Sever. Met Tasks that met the deadline Shows what percentage of tasks that should have been completed by the current date.

This icon shows whether the threshold values have been violated in a project. For more information. Adding Objects to the Favorites List Use You can create a personal favorites list for the following objects: Projects Tasks Checklist items Evaluations Collaboration Projects 24 . You can create your own views in the settings. Features You can open the objects displayed here by clicking once with your mouse. the system displays the No Value Set icon. The system displays all objects apart from user groups with an icon [Extern]. For more information.09. see Evaluations [Seite 231]. If no results are available. Prerequisites If you want to display the criticality level of an object. Activities Add an object to your favorites list. Costs Budget Actual costs Budget Currency Currency of the costs and of the budget Favorites List Use In the favorites list you can display objects you process or open often. You show the favorites by choosing the Favorites application view in the dashboard [Seite 20].2008 Act. you have to schedule evaluations [Seite 231] for the objects in the favorites lists. see Adding Objects to the Favorites List [Seite 24]. To delete an object from the favorites list. select it and then choose Delete from Dashboard.SAP Online Help 12.

Adding a Project Element from the Search Results to the Favorites List . Tab Page Information Displayed Other Prerequisites Projects Projects view: All projects which contain projects The project has not been or project elements to which you are assigned by completed yet. select the object you want to add to the favorites list. This pushbutton appears only for the object in whose initial view you are located. for example. Project List The following table shows what the system displays in your personal project list on the various tab pages and which prerequisites must be met. Procedure Adding an Object from the Editing View to the Favorites List This procedure is not valid for evaluations or user groups. Note that this pushbutton is only active for the objects for which you can create a favorites list. Projects view: All projects which contain tasks to which you are assigned by means of a role. select the project element you want to add to the favorites list. 1. . 2. you can only add tasks to your favorites list and not projects or checklist items. Tasks Tasks view: All tasks to which you are assigned by means of a role. In the structure tree in the left screen area. Choose Add to Favorites.. 2. Checklist The tasks have been released. you want to access a project from the Tasks initial view. If. Choose Add to Favorites. means of a role. Projects view: All projects which contain checklist The checklist items have been Collaboration Projects 25 .SAP Online Help 12. In the Search Results screen area.2008 User groups Templates Versions Prerequisites You are in the editing view or in the search results of an object. 1.09.. and start the search there.

released. Collaboration Projects 26 . 3. A maximum of 100 hits will be displayed by default. The search criteria that you can enter are dependent on what you are searching for. You can adjust the search result list by means of the BAdI DPR_DPR_SEARCH. Checklist Items view: All checklist items to which you are assigned by means of a role. All projects to which you are assigned by means of a role and whose project type supports control plans (see Customizing for Collaboration Projects under Structure Define Project Types ). Activities . 1.2008 Control Plans All templates in which you are specified as the Templates Template Responsible. You can open the objects displayed in the Search Results area by clicking once with your mouse. see the Collaboration Projects Implementation Guide (IMG) under Global Enhancements to Project Elements Business Add-Ins (BAdIs) BAdI: Adjust SearchResult List. If there are more than 10 entries in the search results.. see Project Resource Planning. Enter one or more search criteria and choose Search in Results. you can limit the number of search results by specifying a Maximum Number of Hits.SAP Online Help Items items to which you are assigned by means of a role. You can only enter a business partner as the template responsible (see Creating a Business Partner). 12. See also: Dashboard Search Function Use You use the search function to search for project elements and documents. Enter the required search criteria or choose an entry from the dropdown box. For more information about the assignment of roles. Choose Find.09. For more information. Versions All simulations or snapshots for which you have administration authorization. If necessary. Integration You can add a project element that is displayed as a search result to your favorites list [Seite 24] by choosing Add to Favorites. you can carry out a search in the search results. 2.

This data only becomes available the next time you open the search. Note In cProjects. Prerequisites You are in the Projects. End of the note. You can send the detail data of the selected role to yourself if an e-mail address is specified for your user in the system. Features You can enter the following criteria for the search: Time frame Project type Role type Area Location Function Qualifications The system displays the search result in a table. Collaboration Projects 27 . The project lead marks a role as vacant so that it can be recognized as an unstaffed or partially staffed role from outside the project. the system displays an e-mail link which you can use to contact this person. This enables you to search worldwide for the best available talent in an enterprise.SAP Online Help 12. From here you can: Create a print version in PDF Export the data to Microsoft Excel Display detail data Select a project role and choose Detail Data. or Checklist Items initial view and choose Vacant Roles. If a contact person has been specified and this business partner has an e-mail address. you can enter your e-mail address in the E-Mail Address field under User Settings User .2008 Vacant Role Search You use this function to find roles that have not been fully staffed that are available within a certain time frame.09. Tasks. Send detail data to yourself in an e-mail Select a project role and choose Send E-Mail.

There are only two types of priority for qualifications: essential requirements and optional requirements. Then choose >> (Add Selected Qualification to Qualification Requirements). you specify "fluent". See Definition of Qualifications [Seite 108]. Select qualifications by expanding the qualifications catalog and selecting the required qualification(s). choose Find Vacant Roles. Select the processing mode you want to set as default for opening projects. alternative qualifications are not taken into account in the calculation of the suitability percentage. If a qualification is an essential requirement. Integration The system automatically displays all qualifications that exist in the system. Collaboration Projects 28 . Note that in resource management. The system also takes roles into account for the suitability percentage that have a language proficiency below this level. The system calculates a role’s suitability percentage from the difference between the required proficiency of a qualification and the degree to which the role fulfills this.09. 6. the system only takes those roles that have at least this qualification into account.2008 Selection by Qualification Use You can choose qualifications as selection criteria for the vacant role search. Procedure Making General Settings 1. Prerequisites You are in the vacant role search. You can also use the search function: Make an entry in the Search Term field and choose Search. Example: For language proficiency. The system also takes roles into account which have the qualification but not at the required level of proficiency. To run the search. Features You can add qualifications you want to use as search criteria or delete those you no longer require. The system displays a search results list from which you can select the qualifications you require. You can specify a minimum suitability percentage in the selection criteria. Making User Settings Prerequisites You are in the User Settings area. Activities 4. 5. 7. Specify the required proficiency for each qualification.SAP Online Help 12.

enter the required number of pixels under Tree Width (Px). 3. Choose whether you want to view and edit your project texts in the original language or in the logon language and make the default setting in the dropdown box (see Multilingual Capabilities). Save your data. the system does not set a lock indicator and other project participants can edit the project. 7. Making User Settings 1. If you want to change your password. choose whether the system should display the earliest or latest dates in the Gantt chart. The date type is only relevant if you use object links. 3. Select the values cProjects displays by default when you create a project or template. Note If. the Display Header indicator is hidden because the system uses the header area of the portal by default. deselect the Display Header indicator.2008 If you open a project element in the Display processing mode. Setting Default Values 1.SAP Online Help 12. Decide whether you want to display the Change Documents tab page and select or deselect the Display Change Documents checkbox accordingly. 8. 5. 4. 6. 2. If applicable. End of the note. Choose the time zone. select a date type. 2. Calling scheduling manually can have a positive effect on performance if you are working with large project structures. If you want to adjust the width of the structure tree. The system uses this value for the width of the structure tree in the table and detail views.09. in the user settings. If you want to hide the user-specific header area in the application. and the decimal point format. you set up object types that were deactivated at a later point in time. Under Earl. 4. End of the note. they are no longer used here. It affects how the dates of the SAP objects are displayed in the graphical view./Lst Dates. 2. Select the Scheduling Only Manually indicator if you want the dates of the project elements to be calculated by calling scheduling manually or by saving and you do not want the system to calculate them automatically. enter your old password in the Password field in the Password Change area. Collaboration Projects 29 . Note If you are using cProjects via SAP Enterprise Portal. Enter your user data in the Own Data area or edit the data there. the required date format. Save your entries. Save your settings.

End of the note. Note You see the URL Info. End of the note. You can change this setting each time you upload a document if need be. Make this default setting in the dropdown box. Do not enter cProjects itself as a URL. 2. the system immediately jumps to the page you specified when you call cProjects. 6. For more information. see Customizing for Collaboration Projects under Basic Settings Make General Interface Settings . Making Technical Settings 1. In the URL Info.SAP Online Help 12. Save your new password. if applicable (see Templates [Seite 36]). causing the application to call itself again and again.. but are displayed as full screens instead. you are no longer able to change the URL in the application. Decide whether you want to create a new version of a document or whether you want to overwrite the existing version when you upload documents. Page field only if your system administrator specified that you can enter your own URL. End of the caution. By doing so you create an infinite loop.09. Caution Some pages cannot be viewed within the application. Only your system administrator can undo the setting. In either case. Note You can only make user-specific settings for those columns that are not already hidden by the CPRO_GANTT enhancement spot. Page field. For more information about setting up the URL.. You already defined templates. enter the absolute URL you want to see on the Info tab page. Creation of a Project Prerequisites .2008 5. see Customizing for Collaboration Projects under Global Enhancements to Project Elements Business Add-Ins (BAdIs) BAdI: Check or Change Graphical View Display . Collaboration Projects 30 . As a result. Enter your new password in the New Password field and again in the Repeat Password field. Under Hidden Table Columns select the table columns that you do not want the system to display in the table part of the graphic. Making Settings for the Graphic Select the Without Relationships checkbox if you do not want to display or edit relationships in the graphical view. 1.

The project lead creates checklists [Seite 14] with checklist items [Seite 15] and enters the data for the checklist [Seite 48] and for the checklist item [Seite 50]. b. The project lead creates roles. You can enter any string of characters. 6.. A project participant creates a control plan for the project (see Creating and Opening a Control Plan [Seite 192]). c. You already defined and released templates. The project lead creates tasks [Seite 15] and enters the data for the tasks [Seite 53]. A project participant assigns documents to the project elements and creates a collaboration in cFolders (see Creating a Collaboration [Seite 219]). 5. Collaboration Projects 31 . The system checks whether the number has been assigned yet. You created a project definition [Seite 12] (see Creating a Project Definition [Seite 31]). Choose Create. 2. 1. . Enter a project number for the new project. Prerequisites . 7. You are in the Projects initial view. 2. a.SAP Online Help 12. The project lead enters the required data for the project definition (see Creating Basic Data for a Project Definition [Seite 43]). 1. Result The project is available in the system and all of the relevant entries have been made. You have authorization for the authorization object CPRO_PTYPE for the project types you want to use.. Process Flow . and then assigns persons to the roles (see Project Resource Planning [Seite 93]).2008 2. Creating a Project Definition Use The first step in creating a project is creating a project definition [Seite 12]. A project participant creates object links to the project elements (see Creating an Object Link [Seite 158]). assigns them to tasks. if applicable (see Templates [Seite 36]). The project lead structures the project through the project elements.09. 4. If you use a template.. you create a complete project.. This is where you define the data for your project. The project lead creates phases [Seite 14] and enters the data for the phase [Seite 46]. The project lead performs scheduling [Seite 79]. 3. The project can now be processed (see Editing Project Structures [Seite 56]). Procedure .

Save your entries.SAP Online Help 3. For more information. The input help displays the existing simulation project numbers. You cannot use operational projects as templates.09. The input help displays the simulation versions that are available. For a project template: Choose a project type from the dropdown box. For a simulation: Select a version as the version for copy. 4. Note that the system creates your project only after you have saved the data. Creating Project Elements Use You structure your project by creating new project elements. Select a project number as the template. Choose a template type (project template or simulation). as required. You created a checklist template [Seite 36]. The following table provides an overview of the possible project elements: Project Element Possible Parallel Possible Lower-Level What Else You should Collaboration Projects 32 . select the project element for which you want to create new project elements. the system displays all the project elements that you can insert beside the selected project element or directly below the selected project element. You opened a project for processing (see Opening a Project or Project Version [Seite 17]). You can continue to structure your project here and enter all the necessary data.. The editing screen of the new project appears. Select a template. Enter the original language. Choose Create. 6. see Creation of a Project [Seite 30]. In the structure tree [Seite 41] in the left screen area. 12. 1. 5. In the dropdown box above the structure tree.2008 You can only use templates with the project type you selected in the previous step. Procedure . Prerequisites You created a project definition (see Creating a Project Definition [Seite 31]).

Enter the data for your new project element. Phase Phase Checklist Task Checklist Checklist Task Checklist item Checklist item Task Checklist item Task Checklist Task Subtask You can only create subtasks if the project type of the current project allows this. See also: Task Hierarchies [Seite 34] 2. For more information.09. See also: Including Subtrees from Templates [Seite 41] Collaboration Projects 33 . Save your entries.2008 Know You can only create checklists and tasks directly below the project definition if the project type of the current project allows this.SAP Online Help Project Elements Project definition Project Elements Phase Checklist Task 12. 3. Select the project element that you want to create and then choose Create. The system creates parallel project elements beside the selected project element and lower-level project elements below the selected project element. You cannot create subtasks for tasks directly below the project definition. see: Creation of Data for a Phase [Seite 46] Creating Data for a Checklist [Seite 48] Creating Data for a Checklist Item [Seite 50] Work with Checklist References [Seite 40] Creation of Data for a Task [Seite 53] 4.

If an object uses an object type that is not active and you change the object type. the system copies the existing object type. Define Phase Types g. Define Task Types A deactivated object type no longer appears as a value for selection when you create a new object. we recommend that the administrator checks the project and checklist templates for objects types that are not active and should no longer be used and adjusts the templates accordingly. this object type is still visible and can be selected. Define Project Types f. Task Hierarchies Use You use this function to structure the tasks that belong to a project in a hierarchy. and then want to undo your changes afterwards. Checklist type d. you must activate this object type again in Customizing before you can undo your changes.09. Phase type c. The system does not check whether the Active indicator is selected for this object type. save your changes. Integration You can only use summary tasks in bottom-up scheduling [Seite 79]. Task type In Customizing for Collaboration Projects. Therefore. deselect the Active indicator under Structure e. If you create objects with a template or copy objects from templates or other objects in the project.SAP Online Help 12. For more information. If an object uses an object type that is not active. Collaboration Projects 34 . see the documentation for the BAdI. Define Checklist Types h. the system continues to display the object type in this object.2008 Deactivation of Object Types Use You can deactivate the following object types: a. Project type b. The BAdI DPR_DEACTIVATE_TYPES provides you with more options for deactivating object types. If an existing object uses an object type that was deactivated after the object was created.

Collaboration Projects 35 . You specify in Customizing whether you want to use task hierarchies with or without summary tasks [Extern]. Some activities can only be carried out for tasks that are not summary tasks. Prerequisites You are in the screen for processing a project element.SAP Online Help 12. Features Task hierarchies are formed when you create subtasks for tasks. Hierarchies with Summary Tasks Once you create a subtask for a task. this task becomes a summary task. Integration The Criticality Level button allows you to display the threshold value violations for a task or checklist item and set a manual severity.2008 Prerequisites In Customizing for Collaboration Projects you specified that task hierarchies are allowed. for which you can create tasks or checklist items (see Creating Project Elements [Seite 32]). These include: Confirming time Entering qualifications Assigning project roles Planning work Assigning cost and revenue rates Some of the information from the subtasks is aggregated in the summary task. Features You can display the basic data for a checklist item or task using the Detail button. Mass Data Entry Use This function enables you to display larger numbers of tasks or checklist items in a tabular overview and create and edit them there. by choosing Structure Define Project Types. You cannot create subtasks for tasks directly below the project definition. There are no summary tasks.09. Hierarchies Without Summary Tasks You can perform all activities at any level of the task hierarchy. The Tasks or Subtasks button allows you to display the tasks or subtasks of a checklist item or task.

SAP Online Help 12. 3. Templates Definition Templates define the basic structure of an object. Change the data or enter new data. Use When carrying out projects you must take into consideration externally defined structures. Choose Enter to confirm your entries. Open one of the following tab pages depending on the project element. 1. enter the name of the new task or checklist item. see Creating a Template [Seite 36]. For more information see Status Management [Seite 250] and Status of Templates [Seite 253]. To create new tasks or checklist items. Creating a Template Collaboration Projects 36 .09. Integration Each template has a status. This allows you to better standardize your projects. for which you want to use mass data entry: Tasks Subtasks Checklist Items 2. and internal standards such as procedure instructions or rules on the other. You can create templates for the following objects: Projects Checklists Control plans Documents You can create templates as follows: Without a template Based on an existing template (for project and checklist templates only) Based on an operational project or a checklist in an operational project (for project or checklist templates only) For more information.2008 Activities . To accommodate these requirements you can create templates that you can use every time you create a project. such as norms or general regulations on the one hand..

Select the template category you want to create and choose Create. see Assigning Documents and Creating Folders [Seite 198]. Collaboration Projects 37 .. For more information. 1. Choose No Template for project and checklist templates. You are not required to make this selection for control plan templates. Procedure The authorizations you specify for templates are simply authorization templates. When you create an operational project in the template they are copied to the project. By selecting a different template category in the upper left-hand area. It is language-independent..2008 Use You can create templates [Seite 36] in a variety of ways: Without a template Based on an existing template (for project and checklist templates only) Based on an operational project or a checklist in an operational project (for project and checklist templates only) Prerequisites You are in the Templates initial view in cProjects. 3.09. You can enter the project type or checklist type either straight away or later on. the system generates a number. You can change this number at a later date.SAP Online Help 12. proceed as follows: 2. Enter a number for the new template. the system branches directly to the editing view for creating new document templates. You can exit the editing screen for document templates in the following ways: . The system checks the following objects: Project template Checklist template Control plan template Operational project Control plan If you do not enter a number. if required. You can enter any combination of letters and numbers. The number uniquely identifies the template. For all other templates. The system checks whether the number has been assigned yet. Creating a Template Without a Template . If you chose the template category Document Template. They are not used for the authorization check in the template. By selecting a different initial view. but in the operational project.

Choose Project or Checklist as the template. Creating a Template Based on an Operational Project This procedure applies to project and checklist templates only.2008 5. 4. 3. search [Seite 26] to find the number. The table below shows you where you can find more information about the necessary data entries. 12. Enter the number of the template project or template checklist in the Template field. Choose Create. Therefore. Select the template category you want to create and choose Create. Enter a number for the new template. You have the following options: a. 4. 2. Select the template category you want to create and choose Create. Choose Create.. 1. 6. Choose Project Template or Checklist Template as the template. Change the existing data. A project template only contains checklist references and no operational checklists. Enter a number for the new template. Existing checklist references are transferred to the project template. Collaboration Projects 38 . ..SAP Online Help 4. 5. Existing checklist references are transferred to the project template and resolved checklist references are replaced by the original reference.09. Checklists without a reference are not transferred to the project template and changes you made to checklists from resolved references are lost. Only Checklists Without a Reference The system creates new checklist templates from operational checklists without a reference and the new checklist templates are automatically included in the new project template. c. The system opens the template you specified. you have to decide under New Checklist Templates whether the existing checklists of the operational project are to be changed into templates. From All Checklists The system creates new checklist templates from operational checklists without a reference and from resolved checklist references and the new checklist templates are automatically included in the new project template. 2. Creating a Template with a Template This procedure applies to project and checklist templates only. Existing checklist references are transferred to the project template and resolved checklist references are replaced by the original reference. when you create a project template. . You can use the 5. None No new templates are created. The table below shows you where you can find more information about the necessary data entries. b. 1. 3. Enter all the data you want to save in the template. Enter the number of the project or checklist template you want to use as a template in the Template field.

The table below shows you where you can find more information about the necessary data entries.2008 The system opens the object you specified... 1. Not all fields exist that are available when you create an operational project because you cannot enter operational data. Enter the following on the Additional Data tab page: The business partner number of the person responsible in the Template Responsible field.. 2. Enter the data as described in Creation of a Project [Seite 30]. Specify the following in the project template: Whether the checklist references you are using in the template are automatically resolved when you create a project from this template.. 2. 2.. 2. What You Should Know ..09. Checklist template 1. For more information. you now have the opportunity. If you want to use your user status in the operational project. If you have not yet done so. Template Category Project template Procedure . see Creating a Business Partner [Seite 131]. such as fixed dates. Under Changeability [Extern]. You first have to create the business partners you want to assign here. such as fixed dates.SAP Online Help 6. Not all fields exist that are available when you create an operational checklist because you cannot enter operational data. select the 1. What happens to the project roles from a checklist template (see also Work with Checklist References [Seite 40]). Enter the following on the Additional Data tab page: The business partner number of the person responsible in the Template Responsible field. Choose Create. 12. Collaboration Projects 39 . For more information. Enter the data as described in Creating Data for a Checklist [Seite 48]. if required. 7.. 1. Enter new data.. You first have to create the business partners you want to assign here. . . or change the existing data. enter a Status Profile Template. The system does not transfer operational data. see Creating a Business Partner [Seite 131].

For this reason. Features You can display the checklist template in a separate window You can resolve a checklist reference If you are in an operational project you can resolve the reference. You can resolve the reference later on so that you include the checklist with the checklist items in your project. Once you release the corresponding phase. Document template Proceed as described in Assigning Documents and Creating Folders [Seite 198]. If you want to use your user status in the operational project. such as dates. Work with Checklist References Use You use this function to create a reference to a checklist template (checklist reference). The checklist template is then included in the project structure. enter a Status Profile Template. 12. Control plan template Enter the data as described in Creating and Opening a Control Plan [Seite 192]. These templates have the initial status Created. If you are in a project template. Result Once you have saved your entries. you must first release them by setting the status to Released.SAP Online Help degree to which the defined data from the checklist template is changeable when you create a checklist with this template. The checklist template then becomes the operational checklist in which you can enter operational data.09.2008 Versioning does not take place for control plan templates. you can select the Resolve Reference indicator to specify that the system resolves the checklist reference straight away if an Collaboration Projects 40 . If you want to use them in cProjects. the system resolves the checklist automatically. the templates are created. Prerequisites You created a checklist template [Seite 36]. the functions Create Version and Create Version with Template are not available.

1. If you do not select the indicator. 2. The subtrees are copied when you do this.. If it is not possible to make a unique assignment after you have carried out these checks. When you resolve checklist references. This even happens if roles with the same project type and name already exist. Use the search dialog box to choose the project element you require. Structure Tree Use The structure tree offers you an overview of your project structure with the project elements [Seite 12].SAP Online Help 12. Result The system then includes the selected project element and all its lower-level elements in the structure tree below or next to the project element currently selected. and checklist items from project templates or checklist templates in operational projects or other templates along with the lower-level project elements that belong to them. If several roles exist in the project that have the same role type as that of the checklist template but the name of one role also matches the name of the checklist role. 3. The role attributes from the checklist template. the system creates the project roles from the checklist template again by default. The Use Project Roles function enables you to specify that project roles that already exist are not created again via the checklist template. or checklist item and choose Include. Collaboration Projects 41 . select the project element below which or next to which you want to insert a subtree from a template. Including Subtrees from Templates Use You can include phases. Procedure . such as the general data. tasks.09. If it is possible to make a unique assignment. It is possible to make a unique assignment in the following cases: If one role exists in the project that has the same role type as the role in the checklist template. the system assigns the existing project roles to the project elements of the checklist template instead. task.2008 operational project is created based on this project template. qualification requirements. the checklist reference is transferred to the operational project. In the structure tree in the screen area on the left. the system does not transfer the existing roles automatically. Select whether you want to create a phase. or staffing are lost when the system transfers the existing project templates.

You check the status information for the project element [Seite 257]. you enter all the data for the project definition. the system uses icons [Extern] to display the criticality level of your project elements. You create a control plan for the project definition (see Creating and Opening a Control Plan [Seite 192]). 7. You assign documents (see Assigning Documents and Creating Folders [Seite 198]). You enter the additional data for the project definition (see Creating Additional Data for a Project Definition [Seite 44]). Collaboration Projects 42 . You create collaborations (see Creating a Collaboration [Seite 219]). Features The individual project elements are depicted by symbols: Project definition Phase Checklist Checklist item Task If these symbols are filled. You enter the basic data for the project definition (see Creating Basic Data for a Project Definition [Seite 43]). 5. You can use pushbuttons to expand or collapse the structure or parts of the structure. 9. 4.. You link objects with the project definition (see Creating an Object Link [Seite 158]). Creation of Data for the Project Definition Purpose In this process. You can navigate in the structure and display the data for a project element in the right-hand screen area by clicking on that project element. Prerequisites You created a project definition (see Creating a Project Definition [Seite 31]). 8. you are in change mode. If the symbols are not filled ( you are in display mode. 6.SAP Online Help 12. Process Flow . 2. You assign authorizations for the project definition (see Assigning Authorizations [Seite 245]). You create roles and assign these to people (see Project Roles [Seite 94]). You can set filters [Seite 63] for project elements.09.2008 Integration If you schedule evaluations [Seite 231]. ). 3. This enables you to see at a glance whether threshold values have been violated. 1.

You must create a project type before you can release a project.09. 7.2008 Creating Basic Data for a Project Definition Prerequisites You created a project definition (see Creating a Project Definition [Seite 31]) and are in the editing view of this project definition on the Basic Data tab page (see also Opening a Project or Project Version [Seite 17]). The project is now released for processing (see Editing Project Structures [Seite 56]). language-independent Number has been entered by default. The system changes the current status from Created to Released. The system checks whether the number has been assigned yet. You cannot change the order of the phases either.. The description is language-dependent. for example. 8. 4. The project reason indicates why the project is being created. It defines whether the accounting integration [Seite 162] functions are active. The unique.SAP Online Help 12. see Status of the Project Definition [Seite 250]. It does not affect any other settings. Enter a Name for your project. choose the entry Release from the Change Status dropdown box. For more information about the status and the effects of changing the status. The name is language-dependent but you can enter a name of your choice. In the Language field (upper right-hand corner) you selected the language you want to use for creating language-dependent texts (see also Multilingual Capabilities [Seite 70]). 5. Specify persons responsible (see Persons Responsible for Project Elements [Extern]). Enter a Description. 3. Procedure General Area . 2. You cannot make any changes if you opened a snapshot. Enter a Priority from 0-9 for the project. The priority solely indicates the importance of the project. Once you release the project you can no longer change the project type or the project reason and you cannot delete the project. You can change this number provided that the project has not yet been transferred to the accounting system. Collaboration Projects 43 . Select a Project Type. Select a Reason for Project. as required. 6. You created project roles (see Creating a Project Role [Seite 97]). If you want to release the project for processing. 1.

whether all weekdays or only working days are taken into consideration. The system goes straight to the task that represents the subproject in the master project. the system issues an appropriate message. see Work with Subprojects [Seite 140]. If you have at least display authorization for the program. Then the system displays the result in the Calculated Start and Calculated Finish fields. The finish date field remains empty. see Work with Programs [Seite 144]. see Scheduling [Seite 79]. You cannot make any changes if you opened a snapshot. the system uses the current date as the start date. Collaboration Projects 44 .2008 Task That Belongs to Master Project Area This area only appears if the current project is a subproject. as required. 2. For more information about programs.09. you can open it in display mode. The system calculates the finish date from the remaining project data during scheduling.. . The calendar influences scheduling. you must trigger scheduling manually. If you have at least display authorization for the master project it belongs to.SAP Online Help 12. See also: Creation of Data for the Project Definition [Seite 42] Creating Additional Data for a Project Definition Prerequisites You created a project definition (see Creating a Project Definition [Seite 31]) and are in the editing view of this project definition on the Additional Data tab page (see also Opening a Project or Project Version [Seite 17]). for example. For more information about subprojects. You use it to determine. Select the Calendar you want to use for this project. Program Assignments Area This area only appears if the current project is part of a program. If you already changed the status. Enter dates in the Fixed Start Date and Fixed Finish Date fields. you can open it in display mode by clicking the name. Provided that the project has the status Created. Dates Area You can also edit the dates in the graphical view [Seite 61] or in the table view [Seite 58]. For more information. If there is a conflict of dates. 1. the system automatically carries out scheduling as soon as you perform the next action in the system or press Enter. If you do not enter any dates.

It is an additional search criterion in the search function for finding a project. the Confirmation field is also active on the Additional Data tab page. Enter a Grouping. 2. Grouping allows you to group together projects in one category. You can select the grouping of your choice. You can change this information for each project role. changing the unit from day to year. Furthermore. This can lead to rounding errors in particular if the new unit is significantly larger than the old one. you check who created and changed the project and when. Enter a search term in the Search Field. 3. The distribution unit and period type you enter here form the basis for the distribution of required capacity [Seite 100]. 4. as required. if required. See also: Creation of Data for the Project Definition [Seite 42] Editing Project Structures [Seite 56] Collaboration Projects 45 .2008 Procedure Advanced Area . If you activated time recording for the project definition in the Define Project Types activity in Customizing for Collaboration Projects. search The organizational unit can be used to determine organizational data for costing (see Costing Logic [Seite 164] and Derivation of Organizational Data [Seite 168]). if required. Enter the Sold-to Party Number and the Customer Number. for example. The field is only ready for input once the project has been released. The system also uses the search term as an additional search criterion in the search function.. or select it using the function [Seite 26]. If you change the required capacity distribution unit. The system transfers the numbers to the Sold-to Party or Customer fields accordingly. the system adjusts the distribution values of the project roles accordingly. or select a number using the search function [Seite 26]. Responsible Organizational Unit Area Enter the organizational unit responsible for the project. the system offers you this data again when you create new project roles.09. 1. Administration Area Here you see which project template the project is based on and who the person responsible for the template is.SAP Online Help 12. Default Values for Resources Area If you enter an area and a location.

Creating Basic Data for a Phase Prerequisites You created a phase in a project (see Creating Project Elements [Seite 32]) and are in the editing view of this phase on the Basic Data tab page (see also Opening a Project or Project Version [Seite 17]). you enter all the data for the phase. 4. You assign authorizations for the phase (see Assigning Authorizations [Seite 245]). You cannot create the approval until later. You created project roles (see Creating a Project Role [Seite 97]). You assign documents (see Assigning Documents and Creating Folders [Seite 198]).. 3. 1. Enter a Name for the phase. Procedure General Area . You create collaborations (see Creating a Collaboration [Seite 219]). You check the Status Information for Project Element [Seite 257]. Collaboration Projects 46 . You create an approval (see Creating an Approval [Seite 237]). 1. The name is language-dependent but you can enter a name of your choice. Prerequisites You created a phase (see Creating Project Elements [Seite 32]). You link objects with the phase (see Creating an Object Link [Seite 158]). You enter the basic data for the phase (see Creating Basic Data for a Phase [Seite 46]). The unique. You cannot make any changes if you opened a snapshot. 2.SAP Online Help 12.2008 Creation of Data for a Phase Purpose In this process. Select a Phase Type. 5. 7. language-independent number has been entered by default. In the Language field (upper right-hand corner) you selected the language you want to use for creating language-dependent texts (see also Multilingual Capabilities [Seite 70]). 2. 8.09. However. Process Flow . 6. the latest by which it must be available is when the approval is started.. however. You enter the additional data for the phase (see Creating Additional Data for a Phase [Seite 48]). you can change it.

. 4. At the same time. This releases the phase for editing (see Editing Project Structures [Extern]). 5. Specify persons responsible (see Persons Responsible for Project Elements [Extern]). The current date is entered for both dates by default in the standard system. The system allows you to select phases from all phases that have already been created.09. 12. Select the Calendar you want to use for this task. Enter a Description. as required. 4. Otherwise the system calculates the duration automatically. other existing checklist references are resolved and the tasks that belong to the phase are released for editing. choose the entry Release from the Change Status field. Select constraints. as required. Specify whether the phase has a Predecessor Phase in the dropdown box. If you make changes to the order.2008 You use this setting to determine the order of the phases. 3. Enter a start date and a finish date. .SAP Online Help You must create a phase type before you can release a phase. as required. Once you have released the phase. If you want to release the phase for editing. Select No Predecessor for the first phase. For more information. Enter a Duration. The system changes the current status from Created to Released. 2. The description is language-dependent. you see them in the structure tree [Seite 41]. Dates Area You can also edit the dates in the graphical view [Seite 61] or in the table view [Seite 58]. The fields are only ready for input if you selected the Must start on or Must finish on constraint. see Status of Phases [Seite 252]. see Scheduling [Seite 79]. 3. For more information about the status and the effects of changing the status. The field is relevant or taken into account only if you have not entered a date or have only entered one date in the Fixed Start Date and Fixed Finish Date fields. you can no longer change the phase type. See also: Creation of Data for a Phase [Seite 46] Editing Project Structures [Seite 56] Collaboration Projects 47 . 1. You cannot change the order of the phases or delete the phase either. 6.

It is an additional search criterion in the search function for finding a phase. 1. Grouping allows you to group together phases in one category. In the standard system. Procedure Advanced Area .SAP Online Help 12. the same calendar is used for the phase and the project definition. .2008 Creating Additional Data for a Phase Prerequisites You have created a phase (see Creating Project Elements [Seite 32]) and are in the maintenance view of this phase on the Additional Data tab page. 1. If you want to use a different calendar select it here. if required. whether all weekdays or only working days are taken into consideration. if required. Select the Calendar you want to use for this project. You use it to determine.. for example.09. Administration Area Here you see who created and changed the phase on which date. 2... Process Flow . Enter a Grouping. Prerequisites You created a checklist (see Creating Project Elements [Seite 32]). 3. you enter all the data for the checklist. You can select the grouping of your choice. Enter a search term in the Search Field. The system also uses the search term as an additional search criterion in the search function. You enter the basic data for the checklist (see Creating Basic Data for a Checklist [Seite 49]). Collaboration Projects 48 . if required. See also: Creation of Data for a Phase [Seite 46] Editing Project Structures [Seite 56] Creating Data for a Checklist Purpose In this process. You cannot make any changes if you opened a snapshot. The calendar influences scheduling.

3. Specify persons responsible (see Persons Responsible for Project Elements [Extern]). you can no longer change the checklist type. as required. You enter the additional data for the checklist (see Creating Additional Data for a Checklist [Seite 50]). Enter a name for the checklist. You cannot delete the checklist either. The system changes the current status from Created to Released. The unique. Select a checklist type. However. You assign documents (see Assigning Documents and Creating Folders [Seite 198]).. You cannot make any changes if you opened a snapshot.2008 2. The description is language-dependent. 7. You check the Status Information for Project Element [Seite 257]. For more information about the status and the effects of changing the status. choose the entry Release in the Change Status field. 1. Once you have released the checklist. see Status of Checklists [Seite 254]. You create collaborations (see Creating a Collaboration [Seite 219]). 2. 5. Procedure General Area . Creating Basic Data for a Checklist Prerequisites You created a checklist (see Creating Project Elements [Seite 32]) and are in the editing view of this checklist on the Basic Data tab page (see also Opening a Project or Project Version [Seite 17]). You assign authorizations for the checklist (see Assigning Authorizations [Seite 245]).09. 5. language-independent number has been entered by default. You link objects with the checklist (see Creating an Object Link [Seite 158]). If you want to release the checklist for processing. 4.SAP Online Help 12. In the Language field (upper right-hand corner) you selected the language you want to use for creating language-dependent texts (see also Multilingual Capabilities [Seite 70]). Enter a description. The name is language-dependent but you can enter a name of your choice. You must enter a checklist type before you can release a checklist. The checklist is now released for processing (see Editing Project Structures [Seite 56]). Collaboration Projects 49 . 3. 6. you can change it. 4. You created project roles (see Creating a Project Role [Seite 97]).

created. if required. if required.. Administration Area Here you see which checklist templates you used to create a checklist and the person responsible for the template. It is an additional search criterion in the search function for finding a checklist. Grouping allows you to group together checklists in one category. See also: Creating Data for a Checklist [Seite 48] Editing Project Structures [Seite 56] Creating Data for a Checklist Item Purpose In this process.SAP Online Help 12. Here you check who resolved. Procedure Advanced Area . In addition to grouping. Enter a search term in the Search Field. 1. see Changeability [Extern]. the system uses the search term as an additional search criterion in the search function.2008 See also: Creating Data for a Checklist [Seite 48] Editing Project Structures [Seite 56] Creating Additional Data for a Checklist Prerequisites You have created a checklist (see Creating Project Elements [Seite 32]) and are in the maintenance view of this checklist on the Additional Data tab page. You can select the grouping of your choice. You cannot make any changes if you opened a snapshot. For more information. 3.09. 2. you enter all the data for the checklist item. and changed the checklist and when. Enter a Grouping. Collaboration Projects 50 . The system displays the extent to which the checklist can be modified in the Changeability field.

The name is language-dependent but you can enter a name of your choice. If you want to position a checklist item between two existing items.. 1. 5. Collaboration Projects 51 . Specify persons responsible (see Persons Responsible for Project Elements [Extern]). You enter the additional data for the checklist item (see Creating Additional Data for a Checklist Item [Seite 52]). Change the Sort Number.SAP Online Help 12. You assign documents (see Assigning Documents and Creating Folders [Seite 198]). by default. You can use the process in the evaluations. 3. 4. as required. Procedure General Area . 7. as required. enter a sort number that lies between the sort numbers of the existing items. 2.09. Enter a Name for the checklist item. 3.2008 Prerequisites You created a checklist item (see Creating Project Elements [Seite 32]). You cannot make any changes if you opened a snapshot. 4. In the Language field (upper right-hand corner) you selected the language you want to use for creating language-dependent texts (see also Multilingual Capabilities [Seite 70]).. Enter a Description. When you create a checklist item the system enters the sort number according to its position in the checklist. Process Flow . You enter the basic data for the checklist item (see Creating Basic Data for a Checklist Item [Seite 51]). You check the Status Information for Project Element [Seite 257]. You created project roles (see Creating a Project Role [Seite 97]). You link objects with the checklist item (see Creating an Object Link [Seite 158]). 2. 1. You create collaborations (see Creating a Collaboration [Seite 219]). You assign authorizations for the checklist item (see Assigning Authorizations [Seite 245]). 6. 5. Creating Basic Data for a Checklist Item Prerequisites You created a checklist item (see Creating Project Elements [Seite 32]) and are in the editing view of this checklist item on the Basic Data tab page (see also Opening a Project or Project Version [Seite 17]). Select the Process to which the checklist item belongs. A process is independent of a phase in terms of time and can extend across phase boundaries.

see Scheduling [Seite 79]. 2. 2. The system changes the current status from Created to Released. . as required. Select a constraint for the finish date. indicator.. You cannot make any changes if you opened a snapshot. 1. If you want to release the checklist item for processing. Enter a finish date. 12. if required. see Status of Checklist Items [Seite 255]. for App. You cannot delete the checklist item now. set the Mandatory indicator. 3. This field is only ready for input if you have chosen the Must finish on constraint. select the Relev.09. For more information. choose the entry Release from the Change Status field. Procedure Advanced Area .2008 6.. 1. In this case. Collaboration Projects 52 . you can only complete the phase to which the checklist item belongs if the checklist item has the status Finished. If the checklist item must be finished so that the phase to which it belongs can be approved. Enter a Grouping.SAP Online Help The description is language-dependent. See also: Creating Data for a Checklist Item [Seite 50] Confirming Checklist Items [Seite 89] Editing Project Structures [Seite 56] Creating Additional Data for a Checklist Item Prerequisites You have created a checklist item (see Creating Project Elements [Seite 32]) and are in the maintenance view of this checklist item on the Additional Data tab page. Dates Area You can also edit the dates in the graphical view [Seite 61] or in the table view [Seite 58]. If completion of the checklist item is mandatory. For more information about the status and the effects of changing the status. The checklist item is now released for processing (see Editing Project Structures [Seite 56]).

SAP Online Help 12. The field becomes relevant once you confirm the checklist item [Seite 89]. Process Flow . Prerequisites You created a task (see Creating Project Elements [Seite 32]). Enter a value for the detection (see FMEA [Extern]). In the Risk Priority Number field.09. You can select the grouping of your choice. Collaboration Projects 53 . It is an additional search criterion in the search function for finding a checklist item. You assign documents (see Assigning Documents and Creating Folders [Seite 198]).. Leave the Actual Finish Date field empty. See also: Creating Data for a Checklist Item [Seite 50] Editing Project Structures [Seite 56] Creation of Data for a Task Purpose In this process. and occurrence values (see FMEA [Extern]).. 4. The system also uses the search term as an additional search criterion in the search function. Enter a value for the occurrence (see FMEA [Extern]). the system displays the product of the description. The three FMEA fields are ready for input once the checklist item has the status Released. 1. 5. 6. The field is ready for input once the checklist item has the status Released. 5. 4. Leave the Result field as it is. 2. 2. Enter a value for the severity (see FMEA [Extern]). 1. Set the changeability [Extern] of the checklist item. Administration Area Here you see who created and changed the checklist item on which date.2008 Grouping allows you to group together checklist items in one category. You enter the additional data for the task (see Creating Additional Data for a Task [Seite 55]). Enter a search term in the Search Field. 4. detection. Confirmation Area . The field becomes relevant once you confirm the checklist item [Seite 89]. if required. 3. You check the status information for the project element [Seite 257]. 3. you enter all the data for the task. You enter the basic data for the task (see Creating Basic Data for a Task [Seite 54]).

12. You create collaborations (see Creating a Collaboration [Seite 219]). You assign authorizations for the tasks (see Assigning Authorizations [Seite 245]). 7. 9. as required. You created project roles (see Creating a Project Role [Seite 97]). You must enter a task type before you can release a task. You enter the qualifications necessary for completing the task (see Defining Qualifications [Seite 109]). The name is language-dependent but you can enter a name of your choice. A process is independent of a phase in terms of time and can extend across phase boundaries. You assign the project participants who have to complete the task on the Roles tab page (see Assignment of Project Roles to Tasks [Seite 106]) or in the Resources area on the Tasks tab page (see Task Assignment [Seite 102]). When you create a task. If you want to position a task between two existing tasks. Creating Basic Data for a Task Prerequisites You created a task (see Creating Project Elements [Seite 32]) and are in the editing view of this task on the Basic Data tab page (see also Opening a Project or Project Version [Seite 17]). 2. 3. Enter a Description. You cannot make any changes if you opened a snapshot. for example. In the Language field (upper right-hand corner) you selected the language you want to use for creating language-dependent texts (see also Multilingual Capabilities [Seite 70]). 6. You can use the process in the evaluations. while the actual project participants are responsible for completing the task. as required. Procedure General Area . Collaboration Projects 54 .2008 8. 4. 6. Enter a Name for the task. you can enter a person responsible on an organizational level. 1. You link objects with the task (see Creating an Object Link [Seite 158]). Specify persons responsible (see Persons Responsible for Project Elements [Extern]). This person does not have to carry out the task. enter a sort number that lies between the sort numbers of the existing tasks. Change the Sort Number. 5.09. You define the relationships of the task (see Editing the Relationship Between Tasks [Seite 78]). Select the Process to which the task belongs. the system enters the sort number according to the position of the task. Select a Task Type.SAP Online Help 5..

The field is relevant or taken into account only if you have not entered a date or have only entered one date in the Fixed Start Date and Fixed Finish Date fields. Select constraints. 1. Select the Calendar you want to use for this task. as required. see Work with Subprojects [Seite 140].SAP Online Help The description is language-dependent. . as required. For more information. 7. 4. The task is now released for processing (see Editing Project Structures [Seite 56]). The system changes the current status from Created to Released. 2. You cannot delete the task either. If you want to release the task for processing. The fields are only ready for input if you selected the Must start on or Must finish on constraint. For more information about the status and the effects of changing the status.09. choose the entry Release from the Change Status field. Enter a Duration. 12. Enter a start date and a finish date. Once you have released the task. Enter a subproject. See also: Creation of Data for a Task [Seite 53] Confirming Tasks [Seite 89] Creating Additional Data for a Task Prerequisites You have created a task (see Creating Project Elements [Seite 32]) and are in the maintenance view of this task on the Additional Data tab page.. Collaboration Projects 55 . Dates Area You can also edit the dates in the graphical view [Seite 61] or in the table view [Seite 58]. 3. For more information. see Status of Tasks [Seite 254].2008 8. as required. Otherwise the system calculates the duration automatically. you can no longer change the task type. see Scheduling [Seite 79].

These icon in the structure tree of the table and graphical tasks can be identified by the view if you are in display mode. Enter a search term in the Search Field. Enter the work you have planned for the completion of the task. and choose a unit from the dropdown box. set the Mandatory indicator. If you are in change mode. 5. If the task must be completed so that the phase to which it belongs can be approved. for App. the icon is used. Procedure Advanced Area . if required. Tasks that are milestones can be identified by the icon in the graphical view. select the Relev. you can only complete the phase to which the task belongs if the task has the status Completed. Enter a Grouping. Set the Milestone indicator if the task is a milestone.2008 You cannot make any changes if you opened a snapshot. Grouping allows you to group together tasks in one category. 3. 2. You can select the grouping of your choice. You can use this information in the evaluations. Confirmation Area The fields in this area only become relevant once you confirm a task [Seite 89].. The system also uses the search term as an additional search criterion in the search function. In this case.09.SAP Online Help 12. See also: Creation of Data for a Task [Seite 53] Editing Project Structures [Seite 56] Editing Project Structures Collaboration Projects 56 . It is an additional search criterion in the search function for finding a task. 4. The work you enter for subtasks does not depend on the work for the superior task: The work for all tasks is additive. They are ready for input once the task has the status Released. indicator. 6. If the task must be completed urgently. Administration Area Here you see who created and changed the task on which date. 1. if required.

see SAP Note 976787. This function is only available if you are in a checklist because checklist items can only be found below checklists. may increase. If you have fully or almost fully expanded the project structure. Example You have cut a checklist item and want to paste it somewhere else. for example. Each pushbutton is only active if it is possible to carry out the function for the project element you are processing in the structure. To display the rest of the structure above the selected element again afterwards. You can paste the selected project element multiple times but the selection is reset when you change views. or multi-project monitor. Recommendation When working with large projects.2008 General Functions for Editing Project Structures If you have administration authorization for a project. copy. For more information. Process Basic Functions Recording Changes Archiving Graphical View Multilingual Capabilities Printing an Object Lock Logic Table View Workflow Project Planning Editing a Project Element Deletion of Objects Editing the Relationship Between Tasks Scheduling Collaboration Projects 57 .09. we recommend that you only expand the project elements or subtrees in the structure tree that you require for immediate editing because the response time of the system increases with the number of expanded project elements. End of the example. choose Position to position the structure tree in such a way that a selected project element appears at the top. for example. End of the recommendation. you can cut. you can scroll to the top of the structure. the time the system requires for each further action. table view. and paste project elements using the appropriate pushbuttons when editing project structures.SAP Online Help 12. switching to the detail view. graphical view. To get a clearer view. when you change from the detail view to the table view or when you mark the project element as a focus object.

Here you can enter and edit the following project data.SAP Online Help Releasing Project Elements Import and Export of Data 12.2008 Confirmation Confirming Checklist Items Confirming Tasks Basic Functions Table View Use A table view is available in addition to a graphical view and a detail view. for editing projects.09. depending on which initial view you are in: Initial View Projects Templates Approvals Finish date constraint and finish date Responsible role Responsible resource Status Priority Grouping Search field Process Milestone indicator Relevant for Approval indicator Mandatory indicator Modifiable Data Name Start date constraint and start date Collaboration Projects 58 .

and objects are assigned to the project elements of the current project.2008 Tasks Name Percentage complete Work Start date constraint and start date Finish date constraint and finish date Status Priority Grouping Search field Process Milestone indicator Relevant for Approval indicator Mandatory indicator Checklist items Name Result Finish date constraint and finish date Status Priority Grouping Search field Process Mandatory indicator You can display additional or customer-defined columns in the table view. collaborations. template. task. Features Along with other data. and objects of the project element on a given level. and not the lower-level elements. The number refers only to the corresponding documents.09. For more information. see SAP Note 972339. Prerequisites You opened a project. collaborations.SAP Online Help 12. you see here how many documents. or checklist item for editing. Collaboration Projects 59 . You cannot make any changes if you opened a snapshot.

change the format of the paper) Since the list view cannot display a structure. Expand a project element as required. To open the tabular project view. printing. such as create. 2. or objects. Make the required changes. 2. such as setting the filter.. and exporting. by positioning your mouse pointer on it and choosing Expand Subtree. Save your entries. Click the secondary mouse button. Collaboration Projects 60 . you can branch to the detail view. List View Use You can switch from the table view to a list view. 1. you cannot perform any actions here that change the structure.. Features In the list view. See also: Working with the Table View [Seite 60] . sorting.SAP Online Help 12. Working with the Table View Opening the Table View . 1.. 3. choose Table in the upper right-hand corner of the screen. Choose which columns are to be visible in the table and the order in which the system is to display them. in which you can use the standard functions of the ABAP List Viewer (ALV) in addition.2008 By clicking the number of documents. you can do the following by choosing the Settings link: Add or remove columns Sort columns Define filters for the individual columns Adjust the table display (for example. 4.09. change the design of the table) Modify print versions (for example. Personalizing the Table View . collaborations.

Furthermore.2008 Graphical View Along with the table view and the detail view. By moving. The Navigate button allows you to specify the section of the project you want the graphic to display. or checklist item for editing. The setting you make is automatically saved and applies the next time you call the graphic. End of the note. Features General Functions You can choose which view of the calendar you want the system to display in the graphic from the View dropdown box. You can also specify in the user settings which columns are displayed in the table part of the graphic. the column with the project hierarchy is always displayed on the left. Prerequisites You opened a project. Note You cannot make any changes if you opened a snapshot.09. When you select a project element in the structure. In the standard system. the system automatically uses the calendar view that best suits the duration of the project. You can restrict the expansion of the subtrees to certain levels by selecting the required level in the Expand Subtree dropdown box (for example. Display If you use object links and have specified a date type in the user settings. You use the Print button to print the current project. you can change the header of the graphical view. the system automatically positions the calendar in such a way that the start of the project element appears at the left edge. If you want to create a title for the printout. The view does not contain the dates from the object links. The system expands all subtrees of the project structure in the structure tree by default. you can create relationships between two tasks. the entire duration of the project and all displayed rows are printed. the linked SAP objects are displayed as separate bars. In the table part of the graphic. The Print Preview button allows you to set print parameters and display the current appearance of the graphic for printing. or shortening the bar. Expand to Level 2).SAP Online Help 12. lengthening. You can change the order of the other columns using drag and drop and you can change the width of all columns. You can obtain information about the project element by positioning your mouse on the bar. a graphical view is available in the form of a Gantt chart for you to use when processing projects. you can change the start and finish dates. The changes are automatically saved for your user. If you selected the Overview view. Collaboration Projects 61 . template. as well as the duration of a project element. task.

When you move a project element. You can move a project element without changing the duration by placing the mouse pointer on the bar and moving the bar to the left or right holding down the mouse button. The system calculates the duration of the project element automatically from the start and finish dates. Checklist items are marked by Item). Example The following constraints are defined for a task: Must start on January 26 and finish no later than March 11. You can reduce the duration of the task.09. the system automatically sets the constraint must start on if the constraint must finish on has not already been set. If both constraints are set. the system permits a maximum of the duration specified by the constraint on the finish date.2008 Tasks whose buffer is less than or equal to 0 are part of the critical path. If the task is only part of the critical path due to the must start on or must finish on constraints. End of the note. You can determine the percentage complete of a task by looking at the degree to which the corresponding bar in the graphic is filled. When you increase the duration of a task. Tasks with duration 0 are represented in the same way in the graphic as tasks with duration 1. for example. If you use the constraints finish no earlier than or finish no later than. End of the example. If the constraint must start on is set. to 30 days. duration 46 days. you can only adjust the duration by changing the constraint dates. the system updates the finish date of the project element when it moves it. If the constraints must start on or must finish on are set for the start and finish dates. the system updates the start date of the project element when it moves it. Note If the constraint must finish on is set. as described above. Changing the duration here has the same effect as changing the duration in the detail view.SAP Online Help Tasks you marked as milestones are indicated by (Milestone). you can only adjust the duration in line with the constraints that are set. (Checklist Editing Project Elements You can change the duration by selecting the date bar and lengthening or shortening it whilst holding down the mouse button. the system updates the start date and the finish date of the project element when it moves it. 12. it is displayed in yellow. Collaboration Projects 62 . These are displayed in red unless they have already been marked as milestones. Checklists do not appear in the graphic. You can change the duration within the time frame of the constraint dates.

The type of relationship can only be changed once the link to the subsequent task has been created. Select the object types you want to include. you can change the link type in the context menu of the relationship. Choose Set Filter. Since mirrored tasks do not have all the attributes of a task. 3. The system does not differentiate between upper and lower case. projects. Here. End of the note.09. for example. To do this. use the context menu or choose Remove. To delete a relationship. If you set the filter for the object type checklist. Enter a generic character string as the project element name. from the table view.2008 You can also change the dates by selecting a project element in the structure and choosing Specify Dates or by setting the constraints and dates in the table part of the graphical view. or graphical view. choose Graphic. the system also takes checklist references into account. for example. choose one of the following options: o Choose the Create Relationship node in the context menu of the bar that is to be the predecessor in the relationship and pull the joining line to the start of the successor with the mouse button held down. Activities To open the graphical view. Procedure 1. or tasks. phases. You can use the standard wildcard characters here. You can call the filter function from all views in the cProjects application. Note If you set the filter for the object type tasks. from the tree structure. 2. 4. o After creation. the system only filters the checklist by the condition project element name. You can create a relationship.SAP Online Help 12. The character * represents any character string and the character + stands for any character. the system also takes mirrored tasks into account. Hold the Alt key down and pull a joining line from the predecessor to the successor. Setting the Filter You can set a filter with certain conditions for project elements. Select the project element you want to filter with its lower-level elements. the system only filters the task by the conditions project element name. The system then filters the project element you selected along with its lower-level elements. time frame. detail view. and system status. Collaboration Projects 63 . Open a project.

Enter a generic character string for the group and search field. the system resets the filter to the initial conditions. xyz". Choose Apply to start the filter function. End of the note. the system shows attributes that you can only set for tasks. The system then displays all projects in the filter result whose time frame (calculated start date to calculated finish date) is partly or completely within the time frame specified. End of the example. as required. "Project B". Select a start and finish date for the time frame. Select one or more values for the criticality level. You can use the standard wildcard characters here. If you set the filter for tasks and/or checklist items.SAP Online Help 12. The system then displays the following fields that you can use to define additional filter conditions: Process Mandatory Relevant for Approval If you set the filter for tasks. The system then displays the following fields that you can use to define additional filter conditions: Milestone Task Type Collaboration Projects 64 . The character * represents any character string and the character + stands for any character. 6. the system filters by all project elements whose names start with "Proj". If you choose Reset Filter. 9. or name. 8. "Project A". 5. Select one or more values for the priority. select a person or business partner who is responsible for the project elements to be filtered. The filter result then contains all the project elements whose responsible role belongs to the project role type selected here. 13. Note The filter condition time frame is not relevant to checklists or checklist references because these project elements do not have any dates. the system shows attributes that you can only set for these two object types. or "proj. Choose Cancel if you do not want to start the filter function. Under Responsible. Select the responsible project role type you require. The system uses the earliest or latest dates that are defined in the user settings to calculate the start and finish dates. 12. 7. Select one or more values for the status.09. You can use the search help to do this by searching for the person or business partner by their role. 11. for example. user. The dropdown list contains system statuses and customer statuses from the status profiles that are used in the project structure.2008 Example If you enter Proj*. 10. The system does not differentiate between upper and lower case.

Select or c nge th s elect e filt er conditio ns.. The defined filters are user-specific. 2. ha e d The system copies the current settings and displays them.. The filter function applies to the same project elements as were previously filtered: the project element you originally selected along with its lower-level elements. sc e Select th eS ave as Def ault Se tting c h eck box ify ou w an t o us e his filter b d efault. o t t rr r ns o t o Changing Filters 1.. You can use the filter function in the ALV list to restrict the result further if necessary.09. Choose Save A s. s crip tion o t he S ave as D efa S etting che ckb . the system displays them in a list box. Choose Save. A dialog box appears. . Choose Cancel if you want to return to your current filter conditions and do not want to apply the saved conditions. 5. You can further restrict the result as required by choosing Set Filter again. It does not apply to the project element currently selected in the filter result. the system displays them in a list box. which you can refine. Collaboration Projects 65 . t t y Choose O to s avet he filt er K . Choose Set Filter. You can return to the table view from the ALV list by choosing Structure View. Choose Apply if you want to use the selected conditions for the current filter. Choose Canc el if y u wan t o ret urn o yo ur c u ent filte condi tio and d not w an t o ap ply th e saved c onditi ns. The system retains the previous filter conditions. Select the filter that you want to change. The system copies the current settings and displays them. the system displays them in a list box. You can define and save multiple filters. Choose Prop ertie s if y ou want t o di pl ay th efilte r d es . r ult ox Choose Apply if y o w ant t ous e the s u elec ted conditi ons f or t he curr ent filter. the system displays the Delete Filter button on the result screen and you can use this to reset the filter conditions. If you have already saved more than one filter. the filter result is displayed within the Gantt chart. If you choose Delete Filter or you go to the detail view or table view. the system displays the non-filtered view with all project elements again. Choose Setting s.2008 Result If you called the filter from the detail view or table view. Choose Set Filter. If you have already saved more than one filter. Procedure Defining Filters Choose Set Filt er. Saving the Filter You can save the filter conditions you set so that you can use them again by default. If you have defined a filter. Enter a de riptio nof the filt r . 4. 6. Change the filter conditions as required.SAP Online Help Percentage Complete 12. the filter result is displayed as an ALV list in a popup. If you have already saved more than one filter. 3. Deleting Filters 1. If you called the filter from the graphical view (Gantt chart).

Procedure . language. 4. Collaboration Projects 66 . Note 12. as required. You have authorization to edit or display the object. You can change the print template. The Adobe Acrobat Reader® or the corresponding plug-in is installed.SAP Online Help 2. 3. 3. Change the print options for the individual objects. The system formats the template and displays it in Adobe Acrobat Reader®. This applies to all sessions. Choose Print. 2.2008 If a filter is set as default. Choose Settings.. or options by choosing Print Parameters. 5. Delete the filter. Workflow Use cProjects offers you a workflow function when you make certain changes to project elements. Select a print template. Select a language. Print the document. 1. Integration The workflow is linked to a recorded change [Seite 73] or a change in status (see Status Management [Seite 250]). the system always uses these filter conditions when you use the filter function. Prerequisites Your system administrator defined a print template for the object. 6.09. You opened an object to edit or display. Printing an Object Use You can print objects in cProjects using the printing functions in the Adobe Acrobat Reader®. Choose Preview. Select the filter that you want to delete. 4. End of the note.

Alerts are sent if you create an inter-project link in Multi-Project Management. the person responsible for the checklist item or checklist receives an alert message informing him or her of this. Furthermore. the person responsible for processing it receives a message by e-mail that the project element needs to be processed. Collaboration Projects 67 .09. The e-mail contains a link to the corresponding project element. Alerts Use Alerts [Extern] are sent in the following project situations: Once all the tasks in a checklist item have been completed or once all the checklist items in a checklist have been finished. you receive an e-mail informing you if changes have been made to a project element for which you are responsible. your system administrator can make other workflows available.2008 Features You can use the workflow function for the following project elements when the status is changed : Tasks Checklist items Phases Projects Once the project leader releases one of these elements.SAP Online Help 12. The alert recipient depends on the type of inter-project link. If required. For more information. alerts can be sent for project elements and object links if the severity has been set manually or if a threshold value violation exists for a subobject. see the “Features” section of the following topics: Work with Subprojects [Seite 140] Work with Mirrored Tasks [Seite 142] Work with Programs [Seite 144] Your system administrator can configure the system so that one or more persons responsible receive an alert message if there is a threshold value violation for one of the following objects: Project element Object link Assignment Staffing Business partner Project participant In addition. or if a phase is ready to be approved.

.com/instguides Installation and Upgrade Guides mySAP Business Suite Solutions mySAP PLM in the section entitled “Making Settings for Alerts”. Prerequisites You system administrator made the necessary settings for sending alert messages. see Evaluations [Seite 231].09.SAP Online Help 12. Task responsible 2. Determining the Recipient The following table shows which recipients receive alerts for different objects: Object Project definition Phase Task Checklist Checklist item Object link Assignment Alert Recipient Project lead Phase responsible and decision maker Task responsible and persons who staff the project roles for this task Checklist responsible Checklist item responsible Person responsible for project element that the object link belongs to. For more information.sap. . see SAP Service Marketplace at service. If not known: all responsible staffing managers or candidate managers of the organizational unit assigned to the staffing process For all other statuses: Project lead Business partner Project participant Project lead See recipient for staffing Collaboration Projects 68 . Features The following information applies to alerts triggered by threshold value violations and severities. 1. Integration Sending alerts does not depend on the status of an object. If there is no person responsible for the task: the project lead Staffing If the staffing process has the status In Process: Staffing manager or responsible candidate manager if known.. Project versions and templates do not trigger alerts.2008 For more information on severities and threshold value violations.

Your system administrator can make certain changes using the DPR_ALERTS BAdI. specify a different recipient. Resources tab page The system selects the relevant project role automatically. the system checks whether you have authorization for this object. for example. If the business partner’s user does not have an address.09. it does not send an alert. The system only uses the business partner’s e-mail address if no user has been assigned to the business partner. This could be: A threshold value violation that was checked automatically A threshold value that was set manually An aggregation of the threshold value violations of a lower-level project element You can open the object in question via a link. the system uses this user’s e-mail address. the system cannot send an e-mail even if you have specified an e-mail address for the business partner. Resources tab page The language of an alert message depends on how the alert is sent: Collaboration Projects 69 . The following table shows where each of the links leads to: Object Project element Object link Target of the URL Current project element Project element that the object link belongs to. Project participant Project definition. A user who sets a severity manually does not receive an alert. When you open the object. If the system cannot determine a recipient that meets these requirements. Staffing Project definition. Content and Language of an Alert Message An alert contains a standard message which informs you of the reason for the alert. Resources tab page The system selects the relevant project role automatically. Assignment Business partner Task or project role depending on the secondary object type Project definition.SAP Online Help 12.2008 If a user is assigned to the business partner. Object Links tab page The system selects the relevant object link automatically.

You can only enter texts in cProjects in these languages. the system uses the language of the relevant business partner. Prerequisites You defined text languages in Customizing for Collaboration Projects under Specify Text Languages. Collaboration Projects 70 . One of these text languages is the default language [Extern]. If the approval causes the status of the phase to change. you also lock the phase that the project element belongs to. You can edit tasks and checklist items in parallel.2008 If you send an alert to a user name. Multilingual Capabilities Use cProjects distinguishes between application languages [Extern] and text languages [Extern]. for example. If you process an individual approval. If no language has been entered here. You can continue to edit all other project elements at this stage: If the individual approval causes the status of the approval to change. without creating a lock conflict. If you edit checklist.09. Time at which the Alert Is Sent Alerts are checked and sent each time you save the project or create an evaluation. to plan the dates for the whole project. If you are editing a task or a checklist item in a project. This enables the project lead. If no language has been entered or if this language has not been installed. the original language of the current project applies. the language is the same as the language from the user master data. all dependent elements are locked. If the alert is sent to the e-mail address of the business partner. Not all application languages are text languages. You can continue to edit the project definition and other phases provided that you do not make any changes to them that also affect the locked phase. or control plan templates.SAP Online Help 12. This allows multiple users to confirm various tasks or checklist items in the system at the same time. project. the system also locks the phase. the system also locks the project definition. for example. This enables multiple decision makers to process their individual approvals simultaneously. the logon language applies. you only lock the approval that the individual approval belongs to. Lock Logic Use cProjects supports efficient execution of projects by using the following lock logic: When you edit a project all dependent project elements are locked.

the object is opened in the default language. or checklist template with a template. simulation version. or checklist template without a template and the logon language is a permitted text language. The following texts in cProjects are language-dependent: Project element name Project element description Name of responsible project role If no texts exist in the text language currently set. project template. they are opened in the logon language provided that this is a permitted text language.09. If this language is not permitted. the default language is used. If the logon language is not a permitted text language.SAP Online Help 12. saplanguage=DE). You cannot change the original language once the objects have been created. the original language of the project is English and the checklist template only contains German texts. the original language of the project also becomes the original language for the checklist and the checklist elements.2008 Application Language You can log on to cProjects in various languages. the text fields are blank. the German texts are copied and are displayed for both the text language German and text language English. or checklist templates. The system transfers the texts in all existing languages. If this is the case. When you create projects. the user settings in the back-end system apply. Original language when creating objects without a template If you create a project. If the checklist template has a different original language to the project. If no language has been entered there either. If. project templates. project template. Resolving checklist references in operational projects When you resolve checklist references. the system sets the default language. the system sets the logon language as the original language. If no parameter has been specified in the URL. Otherwise the same conditions apply as for creating objects without a template. the system uses the language settings in your browser to determine the application language. Opening objects In the user settings you make the default setting for whether you want to open objects in the logon language or in the original language: Logon language If the logon language is not a permitted text language. the checklist template can contain project elements for which no text has been entered in the original language of the project. If no texts exist in the default language. the system copies the texts in the original language of the checklist template when it resolves the reference. Collaboration Projects 71 . the system provides an original language [Extern]. Original language when creating objects with a template If you create a project. you can use the appropriate pushbutton to specify that the original language of the template is also the original language for the new project or template. the corresponding text fields are blank. for example. Text Language You can enter the texts for a project in any of the languages you specified in Customizing. Original language If you open several objects with different original languages. The original language applies to the whole project or template – all project elements have the same original language. You can also select an original language of your choice. The system first attempts to determine the application language using the language parameter in the cProjects URL (for example.

Check whether your cProjects URL contains a language parameter (for example. If so. Translate the text in the General area. Collaboration Projects 72 . For more information. b. Move the language you want to log on in to the first position in the list. If you are already logged on. 1. We recommend that you use the URL parameter if you want to change the language for a short amount of time and adjust your browser settings if you need to change the language long term. Add the language you require to the list. proceed as follows: . use this parameter to change the language (for example. The system displays the original text in a special area. change the logon language using the language settings in your browser. the system does not carry out any more checks.09. Select the target language in the Language field.. d. Entering and Translating Language-Dependent Texts If you want to create or display texts in a different language. Show the original text by choosing Original Language. Note that the browser language then only applies if the URL does not specify a language.SAP Online Help Required-entry-field check for language-dependent fields 12. The system hides the Original Language pushbutton. Proceed as follows in the Microsoft® Internet Explorer: .. You cannot edit this text. the system only checks whether you made the entries in the original language with which the project was opened. 2. a.2008 Here. choose the required language in the maintenance view of an object from the Language dropdown box (upper right-hand corner). 4. to sap-language=EN). If you change the language afterwards. see Multilingual Capabilities [Seite 70]. you must first exit the application and log on again before the new settings take effect. Close the original text by choosing No Display from the Language dropdown box in the area where the original text is located. saplanguage=DE). 1. 2. If you want to translate the language-dependent text in a project element into another language. c. See also: Using Language-Dependent Functions [Seite 72] Using Language-Dependent Functions Changing the Logon Language .. Choose Tools Internet Options Languages. If your cProjects URL does not contain a language parameter. 3.

for projects. changes you make to dependent objects are also recorded. checklists. approvals. You can display a selection of the changes made within a certain period of time for all project elements as well as for checklist templates and project templates. Collaboration Projects 73 . Features If the option for recording changes is active for an object. but also records the changes to dependent objects such as the phases. the system not only records changes you make to the project itself. and project roles. such as notes for a staffing. for example.2008 Recording Changes cProjects provides you with a means of recording changes that you can activate for the following objects: Checklist templates Project templates Projects Control plans Control plan templates Integration The change documents trigger a workflow.09. End of the caution. You need administration authorization for an object to be able to see the changes recorded for the object. This function is on the Change Documents tab page. the recording option must be active for projects. are not displayed on the Change Documents tab page.SAP Online Help 12. Caution Change documents with long text fields. You have selected the Display Change Documents indicator in the user settings on the General tab page. Prerequisites Your system administrator has activated the recording changes option for the individual objects in Customizing for Collaboration Projects. For example. If. you want to record changes to project roles. by choosing Activate Change Documents.

You can only flag templates for archiving that have the status Obsolete. If you add a project to your favorites list before you archive it.2008 Archiving Use You are not allowed to delete a project or template that has been released within the cProjects application.09. Your system administrator carries out archiving. Collaboration Projects 74 . see Printing an Object [Seite 66]. Features You can archive projects as well as project. You can also print all notes saved for a project element. Notes Use This function is available for all project elements and for resources on the Notes tab page. you can only delete projects and templates by archiving them first. you can grant a user read authorization for an archived project at a later point in time. by assigning the user to a user group or organization that holds read authorization for the archived project. Prerequisites You have change authorization for the project element or resource. Activities To flag a project for archiving. You can only flag projects for archiving that have the status Completed or Canceled. The project or template then no longer exists in the database. you must have read authorization for the archived object. but can be read from the archive for display purposes. and control plan templates. you only flag a project in cProjects for archiving. Features You save a note by saving the project. For more information. checklist. The system saves the text with your name. If you have granted authorizations to user groups or organizations in an archived project. Prerequisites To display a project or a template that has already been archived. set the To Be Archived status. From the status Released onwards.SAP Online Help 12. it remains in your favorites list after archiving. You can also add an archived project listed in a search result list to your favorites list. You can call it from the favorites list directly. To display a project that was already archived. and the date and time it was created. call it by choosing it from the search [Seite 26] (search using Archive) result list or the favorites list. As the user.

you cannot make any more changes to it. 1. Editing a Task When you start to edit a task.SAP Online Help 12. Setting a Checklist and Checklist Item to Not Relevant . . Procedure Locking a Project Definition and Phase You can lock a project definition or a phase even if it has the status Created. 2. approvals of the locked project element no longer appear in the project list or under My Approvals in the initial view. Collaboration Projects 75 . Save your data. .2008 You can change the note if you have not already saved the project. The project element you want to edit has been released. Project Planning Editing a Project Element Prerequisites You opened a project element you want to edit and are on the Basic Data tab page. choose the Reset ‘Not Relevant’ entry.. Enter an actual start date in the Confirmation area. Choose Lock from the Change Status dropdown box. Choose Set for Processing from the Change Status dropdown box. 1. 3. 1. The system changes the status to In Process. Go to the Additional Data tab page. you want to document the progress of your work in the system. You can no longer make entries in any of the fields. For more information about the effects of changing the status. Save your data. 3. The checklist items. 2. Choose Set ‘Not Relevant’ from the Change Status dropdown box. 2.. The system changes the status and sets the result to Not Relevant for the checklist item. see Status of Checklists [Seite 254] and Status of Checklist Items [Seite 255]. The system changes the status [Seite 250] of the project element to Locked. 3. tasks. and if required. Once you have saved..09. You can unlock the project by choosing Unlock. The entire project or the entire phase with all dependent objects is thereby protected from changes. If you want to reset the status.

09. Prerequisites Object Project element [Seite 12] Prerequisites The project element still has the status Created The project element and the superior project element (if one exists) are not locked For checklist items: the checklist item is changeable [Extern] You have administration authorization for the project element Document [Seite 198] The document has the status In Process The document is not locked The document is not checked out by another user The project element to which the document is assigned meets the prerequisites for deletion You have write authorization for the document Template [Seite 36] The template still has the status Created The template is not locked You have administration authorization for the template Collaboration Projects 76 . certain prerequisites must be met. Enter values in the Percentage Complete field and Confirmation field on a regular basis.SAP Online Help 12. Deletion of Objects Use You use this function to delete objects without having to set a deletion flag. enter the actual finish date. Now you can confirm the task [Seite 89]. Once you have completed the task.2008 4. These prerequisites are influenced by the status [Seite 250] and the lock logic [Seite 70] of the object and the authorizations [Seite 242] you have for the object. 5. Integration In order to delete an object.

However. You cannot delete a control plan itself.09.2008 Collaboration [Seite 219] The project element to which the collaboration belongs is not locked and not completed/finished You have write authorization for the collaboration Object link [Seite 157] The project element to which the object link belongs is not locked and not completed/finished You have write authorization for the object link Process step. or characteristic of a control plan.SAP Online Help 12. tool. The individual approval has not been granted or rejected yet The approval for the phase is not complete yet You have administration authorization for the approval Activities The following table shows you how and where you can delete various objects: Object to be deleted Project element Where you must be located In the editing view of a project What you must do Select the project element in the structure tree and choose Delete Select the document in the document folder and choose Delete Select the template and choose Delete Select the collaboration and choose Delete Link Select the link and choose Delete Document In the editing view of a project on the Documents tab page In the editing view of a template In the editing view of a project on the Collaborations tab page In the editing view of a project on the Objects tab page Template Collaboration Object link Collaboration Projects 77 . your system administrator can set up the system so that you can still delete individual approvals after the approval process has begun. The control plan still has the status Created The control plan is not locked The project element to which the control plan belongs is not locked and not completed You have administration authorization for the control plan Individual approval or decision maker [Seite 237] You have not yet begun the approval.

Select a task and a link type. you can choose from all possible tasks and tasks that have not yet been linked. Choose Predecessor or Successor. you have selected the Relationship tab page. 8. Select the calendar you want to use for the relationship. The links have a time interval which can also be a negative value. 6. 3. 5. tools. For links between tasks at any level. Choose Edit. the field is not ready for input. If there are no tasks at the same level as the task you want to link or if all tasks at the same level are already linked to this task. Choose Task (Same Level) or Task (Any Level). select the task from the project structure by choosing Find. Save your entries. in the dropdown box. choose Delete. For links between tasks at the same level.2008 Process steps. 7. Enter the time interval that should be between the two tasks. The relationship influences the scheduling [Seite 79] of the project. Collaboration Projects 78 . In the detail view. A number of different link types are available. The system enters the task in the corresponding table. 2.. To remove a predecessor or successor from the list. or characteristics of a control plan version Individual approval or decision maker In the editing view of a control plan version In the editing view of a phase on the Approval tab page Decision Maker Select the element you want to delete in the overview and choose Delete Select the individual approval and choose Delete Editing the Relationship Between Tasks Use You specify how tasks within a project are related to one another by creating links between the tasks: You can create links between tasks at the same level of the project structure or between tasks at different levels of the project structure.SAP Online Help 12. Prerequisites You are in the detailed view of a project and in the structure tree [Seite 41] you have selected the task for which you want to edit or enter relationships.09. You can also create relationships with all four link types in the graphical view [Seite 61]. 4. Procedure . 1.

Checklist items do not have a duration or a start date and you can only enter a fixed date for the planned finish. you can choose whether you want to use bottom-up scheduling or top-down scheduling. for example. specified by the customer Empirical values. The time unit for the duration of project elements is Day. fixed dates for the planned start and the planned finish.09. You can enter phase dates that overlap as well as task dates or checklist item dates that are outside the phase dates. and tasks. Confirmed dates for tasks and checklist items (see Confirming Tasks [Seite 89] and Confirming Checklist Items [Seite 89]) To meet these requirements. for the duration of phases and tasks Dependencies between tasks which. specify the time frame of execution (see Editing the Relationship Between Tasks [Seite 78]). The finish date field remains empty. You can schedule each project element individually. if task dates are outside the time frame of phases during top-down scheduling. When the dates are scheduled. For each project type.2008 Scheduling Use When you schedule a project you must take many factors into consideration. You can also edit dates in the table view [Seite 58] and the graphical view [Seite 61]. The system informs you if the dates overlap by displaying messages in the log. The system calculates the finish date from the remaining project data during scheduling. for example.SAP Online Help 12. for example. such as: Basic dates for the project and individual phases. You can enter a duration for project definitions. Prerequisites You specified a scheduling type in Customizing for Collaboration Projects under Define Project Types. In order to change attributes that influence dates and to carry out scheduling. you require administration authorization. Features General You can enter fixed dates for the project elements. Collaboration Projects 79 . the system offers you a scheduling function. the system sets the current date as the start date. If you do not enter fixed dates for the project. the dates of the dependent project elements (lower-level elements and linked elements) are taken into account and also scheduled. and create a calendar. for example. phases. The system uses messages to inform you of any conflict situations during scheduling.

To do so. The dates of the tasks that belong to a checklist item are calculated based on the dates of the phase or project to which the checklist item belongs. The system recalculates once you perform the next action in the system (for example. the dates of this project element and its dependent elements are recalculated automatically when you make date-relevant changes to a dependent project element. Determining Dates You can define the earliest or latest calculated dates as fixed dates in phases.SAP Online Help 12. Dates in the latest position are determined by backward scheduling starting from the finish date. duration. This takes into account the order and the duration. If you make changes to a project element below a released project element. fixed dates have priority over outline dates specified by the higher-level project element. After releasing a project element. from the finish date of the phase or project. The dates of the checklist items are determined from the latest finish date of the assigned tasks. if you change to a new tab page or save your data) or choose Enter on your keyboard. if any exist. the system automatically schedules only the project elements that still have the status Created. Scheduling Types Provided that a project element has the status Created. Top-Down Scheduling The dates of the phases are calculated on the basis of the dates of the project definition. taking into account their order. using the dates from the higher-level tasks.09. In scheduling. the system no longer automatically calculates the dates of the lower-level project elements. and have priority over links to other tasks. and tasks. only thedates of this one project element are recalculated. checklist items. choose the Earliest Dates and Latest Dates pushbuttons located in the detail view of the relevant project element on the Basic Data tab page. duration.2008 Dependencies The system calculates the start and finish dates of the project elements (for checklist items only finish dates) in earliest and latest position: Dates in the earliest position are determined by forward scheduling starting from the start date of the project definition. it only does this if you call scheduling manually [Seite 81]. and fixed dates. as well as the fixed dates. Bottom-Up Scheduling The dates of a project element are calculated from the dates of the lower-level project elements. Once you release the project. The dates of the tasks of a phase are calculated on the basis of the dates of the phase. The dates of the subtasks are calculated in the same way. and actual dates. Collaboration Projects 80 . or if no tasks have been assigned. thereby preventing dates from being changed when scheduling is carried out again. fixed dates. taking into account their links. Tasks are not taken into account.

you enter "Start no earlier than" as the start date constraint for the task and 06. The duration of the task is 30 days. Prerequisites You are in the editing view of a project element you want to schedule. the system carries out scheduling automatically when you carry out the next action in the system or choose Enter. Scheduling Manually Use When you enter dates for a project element. However.09. Earliest possible Latest possible Example You create a task in a phase that lasts from 01. it reports that the finish date of the task conflicts with the finish date of the phase. to 06. The dates are not calculated automatically either if you have selected the Scheduling Only Manually indicator in your user settings [Seite 28].15 due to delivery dates. scheduling no longer takes place automatically for this project element because the system presumes that the dates are fixed from this point onwards and can only be changed in exceptional situations. If bottom-up scheduling takes place. You cannot specify any other constraints or enter any dates. Collaboration Projects 81 .2008 Time Constraints Use You can define constraints for when a project element should start and finish. and if top-down scheduling takes place.SAP Online Help 12. This task cannot start earlier than 06. once you have released the project element. Therefore. You have administration authorization for this project element and for its dependent project elements (lower-level elements and linked elements that are scheduled together with the current element).30 in a single year. the start date and finish date of the project element are determined by scheduling. The system takes this date constraint into account. The following constraints are considered to be fixed dates in scheduling: Must start on Must finish on The following constraint types are also available: Start no earlier than Finish no earlier than Start no later than Finish no later than When the following constraints are used. the postponement of the finish date of the task means that the finish date of the phase is adjusted accordingly.01.15 as the start date.

and tasks.SAP Online Help 12. The system calculates the dates of the selected project element as well as the dependent project elements again.. You only have to release a project element manually if the prerequisites for the release were not met. This is also true if the higher-level element was released automatically. Procedure . Features The manual or automatic release of individual project elements has the following consequences: Project definition: The project is released for processing (see Editing Project Structures [Seite 56]). If you want to release a phase. phase type. You cannot change the project type. As a rule. Save the changes. all project elements below the project definition are automatically released once the higher-level project element is released. Phase: The phase is released for processing. 2. checklist type. the start dates of this element apply as fixed dates in scheduling. The project is no longer scheduled automatically.09. phases.2008 If you do not have the necessary authorization for the dependent project elements. The lower-level project elements are no longer scheduled automatically. See also: Scheduling [Seite 79] Releasing Project Elements Use Once you have entered the basic data for a project element and want to start processing it. The first phase of the project is released. you have to release the project element for processing. the project it belongs to and the predecessor phase must both have already been released. 1. Choose Schedule. checklists. or task type for projects. Collaboration Projects 82 . Prerequisites You entered a project type.

Any existing checklist references are resolved. Checklist: The checklist is released for processing. you can use all the functions available in Microsoft Project. Import and Export of Data Export to Microsoft Project (Client) [Seite 83] Export to Microsoft Project (Server) [Seite 85] Export to an XML File [Seite 86] Importing of Project Data [Seite 87] Export to Microsoft Project (Client) You can export a project or version in cProjects to Microsoft Project (Client). The subtasks and lower-level checklists are released for processing. Task: The task is released for processing (see Confirming Tasks [Seite 89]).SAP Online Help 12.2008 You cannot change the phase type. Checklist item: The checklist item is released for processing. You cannot change the task type. Activities To release a project element manually. Note Collaboration Projects 83 . You cannot change the checklist type. After the export.09. The lower-level checklist items are released for processing. Save the project. The subtasks are released for processing. The subtasks are released for processing. You cannot move the phase or insert another phase ahead of it. choose the entry Release from the Change Status dropdown box in the editing view of this project element in the General area on the Basic Data tab page.

the Microsoft Project system sets forward scheduling. dates are transferred for each task.09. you can transfer additional attributes that were specified by your system administrator in Customizing. You performed the corresponding activities in Customizing for Collaboration Projects under Connection to External Systems Microsoft Project Integration . Since Microsoft Project carries out its own scheduling. the duration values in Microsoft Project and cProjects may differ. see SAP Note 958210. However. End of the note. The task type and checklist type are also displayed for tasks and checklists. you can use the calendar information from cProjects via a Business Add-In (BAdI) Collaboration Projects 84 .SAP Online Help 12. This can cause problems because Microsoft Project has its own scheduling logic. If you have set the finish constraint in cProjects. For more information about the export to Microsoft Project (Client). thereby taking its own calendar into account. the scheduling results in Microsoft Project could differ from those in cProjects. when you transfer project elements. Prerequisites You installed Microsoft Project (Client) 2002 or a higher release on your PC. You have write authorization for the project. When you export to Microsoft Project. you transfer the attributes as well: Information about the phase type is automatically displayed in a Microsoft Project text field for the phase.2008 Due to different scheduling types and calendars. Note In the standard system Microsoft Project does not process any calendar information from cProjects. For the project elements. Transferring Dates If you have set the start constraint in cProjects. Features Exporting Objects The following table shows which objects are transferred to Microsoft Project (Client) and which objects they are mapped to there: Object in cProjects Project definition Phase Task Task and summary task Checklist Checklist item Role Resource Object in Microsoft Project Project summary task Furthermore. the Microsoft Project system sets backward scheduling.

depending on what settings you made in Customizing. For this reason. If there are fixed values or value tables for the fields in cProjects. Choose Export and enter your data. You can assign attributes to the resources in Customizing for Collaboration Projects. the Duration and Work fields in Microsoft Project are dependent on each other. Collaboration Projects 85 . If your project is in the planning phase. 12.09. They are always derived from the dates of lower-level tasks (subtasks). the cProjects system can fill both fields during the export. After the export.SAP Online Help (see Customizing for Collaboration Projects under Microsoft Project Integration ). End of the note. You can start the export of a project version from the editing view of an open version or via the Versions initial view. The system either exports the work or the percentage complete. More Information Export to Microsoft Project (Server) Importing of Project Data Export to Microsoft Project (Server) Use You can export a project or version in cProjects to Microsoft® Project. other values can be produced for work and required capacity. Input Table You can assign standard fields and user-defined fields (enterprise fields) to cProjects fields in the configuration. Depending on the settings in Microsoft Project. Microsoft Project does not set any attributes when it assigns the tasks. Therefore. If you assign enterprise fields. the duration and work data in Microsoft Project may differ from that in cProjects. If your project is in the execution phase. Note Microsoft Project uses its own logic to calculate values for work and resources from the task assignments. a list of values is generated in Microsoft Project in the appropriate field. and the other value is calculated automatically by Microsoft Project. End of the note. Transferring Project Roles Project roles are transferred to Microsoft Project (Client) as resources and assigned to the corresponding tasks as in cProjects. Activities You can start the export of an operational project from the editing view of a project at project definition level or from the Projects initial view. There is no direct equivalent for these values in cProjects.2008 Connection to External Systems You cannot directly influence the start and finish dates for summary tasks in Microsoft Project. dates for project elements that are depicted as summary tasks in Microsoft Project can differ in cProjects and Microsoft Project. you can use all the functions available in Microsoft Project. the system automatically copies the names of the corresponding fields from cProjects. Therefore. the Duration and Work fields in Microsoft Project are independent of each other.

Choose Export and enter your data. it does not export shopping carts or any external staffings that belong to them. Your system administrator can also specify other attributes in Customizing. for example. see SAP Note 983597. Features Exporting Objects You can only export the project definition from cProjects to a new Microsoft Project project in Microsoft Project Server (by selecting a Microsoft Project Server project template). Constraints The system only exports the project or version data that is defined in the XML schema. Prerequisites You have set up a connection between your cProjects system and Microsoft Project Server 2003. the scheduling results in Microsoft Project could differ from those in cProjects. You cannot export other project elements. for example. See also: Export to Microsoft Project (Client) [Seite 83] Importing of Project Data [Seite 87] Export to an XML File Use You can export a project or version to an XML file to exchange data with another application. Therefore. and checklists. tasks.SAP Online Help 12. Activities You can start the export of an operational project from the editing view of a project at project definition level or from the Projects initial view. You can start the export of a project version from the editing view of an open version or from the Versions initial view.2008 Due to different scheduling types and calendars. Prerequisites You have write authorization for the project. You have write authorization for the project. For more information about the export to Microsoft Project (Server). The system automatically transfers the description and the start and finish date from the project definition. SAP supplies a predefined XML schema for this purpose (see transaction SE80 for the BSP application CPROJECTS_TRA under Mimes XML cProjects_xsd). Collaboration Projects 86 . phases. You performed the relevant activities in Customizing for Collaboration Projects under Connection to External Systems Microsoft Project Integration Microsoft Project Server Integration.09.

4. 1. Choose Export in the Projects initial view or in an open project. Select XML File..09. 3. See also: Importing of Project Data [Seite 87] Importing of Project Data You can import a project or version into Microsoft Project or import project data from an XML file into cProjects. You performed the corresponding activities in Customizing for Collaboration Projects under Connection to External Systems Microsoft Project Integration . the system checks whether a project already exists in cProjects that has the same external ID as the ID in the import file: Collaboration Projects 87 . Open the XML file or save it to the hard drive. Choose Export. Open the XML file or save it to the hard drive. you do not need to enter the number of the version or the number of the project for this version. If you start the export from an open version. 2. 5. Enter the number of the project you want to export. SAP supplies a predefined XML schema for importing XML data (see transaction SE80 for the BSP application CPROJECTS_TRA under Mimes XML cProjects_xsd ). 5. For Versions .. Choose Export.2008 Procedure For Projects . 4. Select XML File. 3. Prerequisites The following prerequisites must be met before you can import a project from Microsoft Project: You have installed Microsoft Project Client 2002 (or a higher release) on your PC or you already have a connection to Microsoft Project Server 2003. Features Before the import. 1.SAP Online Help 12. Choose Export in the Versions initial view or in an open version. Enter the number of the version you want to export and the number of the project for this version. 2.

End of the caution. You do this in Customizing for Collaboration Projects. You can now edit the project and save it. To do this. or task type to a corresponding enterprise field (user-defined field) in Microsoft Project. Special Features of the Import from Microsoft Project You can include phases. the cProjects system sets the start constraint. If the project already exists. the system creates a new project and opens it. you have to assign the phase. and enter your data. If you have set forward scheduling in Microsoft Project. you can reconcile it with the operational project. checklist.SAP Online Help 12. and tasks in cProjects on the basis of a Microsoft Project upload. See also: Export to Microsoft Project (Client) Export to Microsoft Project (Server) Export to an XML File Confirmation Confirming Checklist Items [Seite 89] Confirming Tasks [Seite 89] Time Recording Using the Cross-Application Time Sheet [Seite 90] Collaboration Projects 88 . The duration of the project elements is not imported but the dependencies between the project elements and their constraints are. The duration of the project elements in cProjects is calculated from this.2008 If the project does not exist yet. Caution You can only import data to a simulation if you have read authorization for the project that already exists in cProjects.09. If the system generated a version. The cProjects system carries out scheduling by default straight after the import. Activities Choose the Import button in the Projects initial view. the system creates a simulation from the imported data with the simulation version 0IMPORT and the project number and displays the new simulation. select the format. If you have set backward scheduling in Microsoft Project. the cProjects system sets the finish constraint. checklists.

4. It no longer appears under My Checklist Items in the Checklist Items initial view. Confirming Tasks Use You are defined as the person responsible for a task and have started to edit the task or have already completed it. Result The finished checklist item is given the status Finished and is confirmed in the system. 1. You can also confirm times for project roles and for the project definition. Collaboration Projects 89 .SAP Online Help 12. You are on the Additional Data tab page in the Checklist Items or Projects initial view. Procedure .. You now want to confirm the checklist item as finished in the system. Go to the Basic Data or Status tab page. In the structure tree [Seite 41].. Time recording using the cross-application time sheet [Seite 90] (CATS) is not active.2008 Confirming Checklist Items Use You are defined as the person responsible for a checklist item and have finished the checklist item. For more information. Prerequisites All tasks that belong to the checklist item have the status Completed. The checklist item has the status Released or In Process. Choose Finish from the Change Status dropdown box. The project type of the current project allows confirmation for tasks. Procedure . navigate to the checklist item you want to confirm and click on it. Select the entry OK or Not OK from the Result dropdown box. see Confirming Tasks [Seite 89]. Enter an actual finish date in the Confirmation area. The task has the status Released or In Process. You now want to confirm the task in the system. 2. 3. 1. Prerequisites You are on the Additional Data tab page in the Tasks or Projects initial view. 5. if required. Enter your confirmation data. In the structure tree [Seite 41] navigate to the task you want to confirm and click it. 2.09.

: indicator. 3. Once you have completed the task. the worklist displays all roles for confirmation to which your user is assigned for the confirmation time frame. additional detail data for tasks and make changes to it: Actual start Actual finish Percentage complete Notes Remaining work Work Caution Once you have activated CATS confirmation.0 EhP03. change to the Basic Data tab page and choose the entry Complete from the Change Status dropdown box. manual confirmation is no longer possible. If you want to enter the remaining work manually. set the RemainWork Man.09. or project definitions) to which you are assigned in the confirmation time frame: If you set up confirmation via project roles. Collaboration Projects 90 . It no longer appears under My Tasks in the Tasks initial view. The system selects all objects (tasks. Result The task is given the status Completed and is confirmed in the system. the system checks the actual start and finish dates on the Additional Data tab page. you can view the following. End of the caution. If the actual start date has not been entered either. When you complete the task.2008 The system calculates the remaining work from the difference between the planned work (see the Work field in the Advanced screen area) and the time you entered in the Confirmation field. project roles. the system also enters the current date in this field. If the actual finish date has not been entered.SAP Online Help 12. Time Recording Using the Cross-Application Time Sheet You use this function to record the work you carried out for a cProjects project in the CrossApplication Time Sheet (CATS). If you are using SAP ECC 6. Integration The system creates a worklist in CATS to enable you to record your time for a role or task. the system automatically enters the current date as the actual finish date.

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If you set up confirmation via tasks, the worklist displays all tasks for confirmation to which your user is assigned by means of a role for the confirmation time frame and which have been released. For the confirmation time frame, the system first checks the time frame you specified on the Staffing tab page. Then it checks the time frame you specified in the Tasks Assigned to Selected Project Role group box on the Tasks tab page. If you only made entries on one of the tab pages, these apply. Note You cannot confirm for summary tasks. End of the note. Note If you have not assigned any roles to the tasks, the system cannot determine the tasks for which you are responsible. In this case, the system response is as follows: End of the note. 1. If you have allowed confirmation for the project, the system displays the project definition for time recording. 2. If you have not allowed confirmation for the project, the system cannot create a worklist and you cannot record your time. Note that the planned times in cProjects are only transferred to CATS if you are using SAP ECC 6.0 EhP03. The worklist also contains information about the project’s account assignment object.

Prerequisites
Your system administrator activated the time recording function in Customizing for Collaboration Projects under Define Project Types. Your system administrator set up accounting integration; see Customizing for Collaboration Projects under Accounting Integration. Your system administrator set up communication via Application Link Enabling (ALE); see Customizing for SAP Web Application Server under Application Link Enabling (ALE). For more information about setting up ALE for cProjects integration with CATS, see SAP Note 954860. Note This setting is not required if ERP and cProjects are installed on the same system. End of the note. The cProjects system is available at the time of confirmation If you want to display detail data during confirmation, your system administrator activated the business function BF CA_CATS_CPR_CORE.

Features
When the times you recorded in CATS have been released and approved, the system automatically transfers them to cProjects and SAP Controlling. The system also transfers saved detail data.

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In SAP Controlling, the system generates actual costs from the records that were transferred based on plan prices from cost center accounting and posts them to the account assignment object. When determining costs and updating the actual costs, the system does not support the assignment of personnel costs to the recipient object (not updating CO directly from CATS but via HR) because in this scenario the origin of the costs is unclear. In cProjects, the transferred records for times are saved in table DPR_CONF_LI. The transferred detail data is saved in table DPR_CONF_DET. You use the DPR_CATS_CPR_TRANSF program to transfer the total time recorded and the saved detail data to the cProjects UI. We recommend that you schedule the program in a batch run. The actual start date is also transferred for tasks and project roles. The system always displays the earliest date. If, for example, you record time for a task for the first time on 07.01. the system makes 07.01. the actual start date. If you record times later on for 06.30. the system changes the actual start date to 06.30. Transferring the recorded times to cProjects does not change the status of the confirmation object. Even if the percentage complete is 100%, the confirmation object is not automatically closed. However, saved detail data and times that have already been recorded for an object that is closed are still totaled up and displayed. Example On 12.10. you record time for a task. The data is transferred to cProjects the same day but the DPR_CATS_CPR_TRANS program is scheduled for 12.15. On 12.12. the project lead changes the status of the task to Closed. However, the times recorded are still totaled up and displayed on 12.15. End of the example.

Activities
Create a worklist in CATS from a particular date and with the cProjects profile. This profile also specifies the length of the confirmation time period. Note You can only confirm for the objects that appear in the worklist. You cannot add any more objects automatically. You can only enter detail data for tasks if you have the relevant authorization. End of the note. Copy the line in which you want to confirm from the upper area to the lower confirmation area. Enter the required detail data and save your entries. Record your time and save your entries. For more information about working with the Cross-Application Time Sheet, see SAP Library under Logistics Customer Service (CS) Cross-Application Time Sheet (CATS) .

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Project Resource Planning
Purpose
Having the right employees at the right place at the right time is one of the central requirements of today’s human resource management. Project Resource Planning provides a planning tool for you to optimize your human resource deployment. It focuses on using your employees efficiently and assigning them to projects or orders based on demand, qualifications, and availability. The project lead first uses project roles to depict which type of resource is required in a project, that is, which function the employee (resource) carries out in the project. The project role includes information about the qualifications the resource should have and when and for how long the resource should be available. The project lead can assign tasks to the roles or resources straight away. In the resource search, the system determines suitable resources for each role and task on the basis of their qualifications. The project lead’s or customer’s preferred resources can be stored as candidates in the system. In the staffing process, staffing or candidate managers can also determine resources based on their availability. The project lead or resource manager can first reserve their preferred resource or assign the resource straight away. At the same time, the project lead can send e-mails to resources with details of the project, directly from the application. You have the following options for carrying out project resource planning: You can do all your planning in cProjects. You can select the resources by their availability. To do this, you can either use the resource planning application (RPA) from Service Resource Planning in SAP Customer Relationship Management (SAP CRM) or you can predefine the capacity of the resources by means of Customizing in cProjects; the latter is the simpler option. You can schedule the resources with SAP xRPM [Extern].

Prerequisites
You created a project [Seite 31]. You created resources [Seite 126] as business partners in Resource Management. You created the role of the person responsible for the project. If you want to use groupware integration [Extern], you require SAP CRM and middleware, as well as Workforce Deployment.

You can transfer organization types, qualifications, and approximate availability from SAP Human Capital Management.

Process Flow
..

1. You create a project role. For more information, see Creating a Project Role [Seite 97]. 2. You assign tasks [Seite 102] to the project role. 3. You define the qualifications [Seite 108] that the resource needs to meet the requirements profile of the role.

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4. When using project resource planning for direct staffing, you staff the role with resources [Seite 126]. You can either assign resources straight away or first search [Seite 116] for suitable and available resources. When using project resource planning as a staffing process [Seite 110], project managers and staffing managers work together to locate and assign resources to projects. To do this, you have to select the Resource Manager via Responsible Organization staffing type in Customizing for Collaboration Projects, by choosing Resource Management Basic Settings for Project Roles Define Project Role Types. 5. To reserve suitable resources provisionally, you can first save them as candidates [Seite 130] until you have clarified whether the employee or the employee's manager agrees to his or her participation in the project. You can also reserve [Seite 136] a resource for a particular project role. 6. You can staff a project role and define corresponding attributes without having to specify the resource straight away. 7. You can staff [Extern] the project role with the chosen resource. 8. You notify [Seite 133] the relevant resource or his or her manager by e-mail or by a groupware task [Seite 139] if there is groupware integration. 9. You schedule appointments for your resources.

You can set up staffings in cProjects but you cannot schedule appointments. If you want to schedule appointments, you can use the RPA. The time units from the RPA must be defined as permitted time units in cProjects so that they can be transferred from the RPA to cProjects. For more information, see SAP Note 866776.

Result
The project is staffed with suitable resources. You have assigned tasks, the required capacity for these tasks, and the period in which they are to be carried out, to each resource.

Project Roles Definition
A project role represents a position in a project that is to be filled by a business partner, for example, the role of consultant in a consulting project. The project role describes which type of resource is required in a project, that is, which function the resource carries out in the project. The project role includes information about the qualifications that the resource should have and when and for how long the resource should be available.

A similar resource description exists in Organizational Management. Here, the positions describe the resources required for the organizational plan.

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Use
You create project roles according to the planned requirement for a project, thereby creating the foundation of Resource Planning. You can only assign tasks, staff roles with resources, and therefore complete resource planning, once you have created the project roles.

For more information about creating project roles, see Creating a Project Role [Seite 97]. Project roles can have the following statuses: A red icon if the project role is not staffed A yellow icon if the project role is partially staffed A green icon if the project role is fully staffed

You can define the following attributes for each project role: The qualifications a resource requires to be able to fulfill the project role The tasks that a resource is to work on The work and time frame for the individual tasks Once you have assigned tasks to the project role and staffed the project role with resources, you can check whether all assignments and staffings are consistent. To do so, choose Check.

You use the DPR_TRUNCATE Business Add-In (BAdI) to control whether or how the system is to delete or truncate the project roles and staffings when an operational project is completed or if it is canceled. For more information, see Customizing for Collaboration Projects under Resource Management Basic Settings for Project Roles BAdI: Control Truncation and Deletion of Roles and Staffings.

Structure
The project role overview with the current status and assigned resources is always displayed in the screen area on the left in the project role definition.

You can sort the project roles at any time to get a better overview. See Sorting Project Roles [Seite 99]. You can also hide the role list to gain more space for editing a project role. In the screen area on the right, you define the business attributes of each project role and assign persons to it. The following tab pages are available: General [Seite 96] (detail view for the project role) Tasks [Seite 102] Staffing Process [Seite 110] Qualifications [Seite 108]

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09. You can create new project roles or copy existing project roles (see Creating a Project Role [Seite 97]). developer or decision maker) A name for the project role The validity period of the project role The confirmed times. you can specify or view the following attributes: Project role type The system displays default project role types according to the project type. you use this function to specify the general data. Prerequisites You are in the Projects initial view [Seite 17] on the Resources General tab page. options in the Staffed By column in this IMG activity.2008 Costing [Seite 167] Staffing [Seite 126] Documents [Seite 198] Notes [Seite 74] Shopping Cart [Seite 190] Object Links [Seite 157] Recording Changes [Seite 73] General Definition of a Project Role Use This function provides an overview of the general data for a project role. A name for the project role A function for the project role (for example. You make a role available for the staffing process by choosing one of the Resource Manager. The General tab page displays the detail data for the selected project role and the scheduled start and finish dates of the project derived from the project data. including the time unit Collaboration Projects 96 . When defining new project roles. Features The left area of the screen displays an overview of all project roles that you have already created with the status and the resources already assigned... When you do this.SAP Online Help 12. You can make these settings in Customizing for Collaboration Projects by choosing Resource Management Basic Settings for Project Roles Define Project Role Types.

In the General group box. 2.2008 This field is only available if you selected time recording for project roles in Customizing for Collaboration Projects by choosing Structure Define Project Types. in the Required Capacity field). you can no longer manually edit the required capacity in the project role (that is. Procedure Creating a new project role 1. If you chose a project role with distribution. Otherwise you record your times for tasks [Seite 89]. which you can edit manually (see Distribution of Required Capacity Over Periods [Seite 100]).09. See Creating a Project Definition. The data then always comes from the distribution data. The calculated start and finish If you do not specify an explicit validity period for the role. The planned required capacity using the time unit of your choice The urgency of the project role. the system determines and displays the calculated start and calculated finish from the validity period of the project. Collaboration Projects 97 . Choose Create Role. You are on the Resources tab page in the Projects initial view. the system displays the following data for the task assignment [Seite 102] under Task Assignments for Project Role: The number of tasks assigned Earliest start and latest finish date of the tasks The total work assigned Choose Transfer This Data for Project Role to transfer this data to the project role definition.SAP Online Help 12. Prerequisites You have created a project. select the required project role type. which indicates how important the project role is The Vacant indicator to document that the role has not been staffed (this is relevant to the vacant role search [Seite 125]) The area and location in which the role is required If tasks are assigned to a project role and the project role type does not permit distribution [Extern]. Creating a Project Role You can create new project roles or copy existing ones.

6. Collaboration Projects 98 . Enter the required search criteria. 1. Specify the required capacity and the time unit. and attributes (required capacity. by choosing Resource Management Basic Settings for Project Roles Define Project Role Types . Select the project role you want to copy. Enter a name for the project role. 2. you can copy existing project roles. You can now assign tasks.SAP Online Help 12.2008 Note The system displays default project role types according to the project type. 5. When performing direct staffing. 3. You can make the required settings in Customizing for Collaboration Projects. as required. Copying an existing project role If you have the administrator role. 4.09. the project role is copied along with its attributes (required capacity. Including a project role 1. Note You can only select roles from project templates that have been released. If you are using the extended staffing process. and task assignments) and candidates. Enter a description of the project role. When using the staffing process. and resources to the project role. Choose Include Role. the system checks whether the user has the required authorization (staffing manager or candidate manager). 4. 2. Choose Copy Role. qualifications. End of the note. Specify the time frame. The system transfers the staffing. and task assignments) only. the project role is copied along with its attributes (required capacity. qualification requirements. See also: Project Roles General Definition of a Project Role Result The new project role is displayed in the group box on the left. qualification requirements. candidates. qualification requirements. and task assignments) of the project role too. as required. End of the note. The system displays a results list. 3. Select the required role by clicking the link.

You can also display the following information about the roles: Type of project role and name Status of the project role Whether the role has already been staffed and if so. Procedure . Choose the project role in the list that you want to move. Prerequisites You are in the Resources tab page in the Projects initial view. 4. 3. 1. Result The selected project role is moved to the new position in the project role list.09. Choose the new position for the selected project role. The other project roles are moved down to accommodate the new position. Save your data. 2.SAP Online Help 12.2008 Sorting Project Roles Use Project roles appear as a list in the Resources tab page in the Projects initial view. You can change the sequence of project roles in this list to suit your needs. Features Project Roles view This view provides an overview of all existing project roles in the current project. Views Use The Project Roles and Project Role Staffing views give you a quick overview of the current project. You see the project role list in the new order. which resource staffed the role Required capacity of the role How much of the capacity is already covered by a resource Collaboration Projects 99 .. Display the Sort Role drop-down list. Prerequisites You are in the Projects initial view on the Resources tab page.

Distribution of Required Capacity over Periods You use this function to distribute the required capacity of a project role or project role staffing over a number of periods. the system receives information about the availability of resources from here. If WFD is not active.SAP Online Help 12. the availability is determined as follows: Collaboration Projects 100 . You can also display the following information about the roles: Whether the resources have been reserved for the role or whether they are already assigned to the role The work assigned to the role (through tasks) The period for which the role is staffed with the resource Required capacity (resulting from the staffing of the role with a resource) Validity period of the role Notes about the staffing Status Type of resource Name of resource Name and number of role Text for role type Vacant indicator Activities Select the view you require from the View list box.2008 Validity period of the role Calculated start date and finish date Function Area and location Urgency Vacant indicator Project Role Staffing view This view provides an overview of whether all project roles are fully staffed with resources and the resources with which the project roles have been staffed. Integration If Workforce Deployment (WFD) is active.09.

You are on the Resources tab page in the General or Staffing view. the system sets them automatically. the information you entered in Customizing for Collaboration Projects under Resource Management Basic Settings for Project Roles Make General Settings for Distribution applies. Two charts are available on the Staffing tab page: Required Capacity: Here you compare the availability of a staffed resource with your existing staffings for this and other project roles.09. and the green bar shows the required capacity of the project role. Free Capacity: Here you compare the remaining required capacity of the project role with the capacity the staffed resource still has available. you can display the distribution of required capacity over periods as a chart. You can enter a period type and a distribution unit for the distribution at project definition level. The required capacities must be within the validity period of the project role. You do this on the Structure tab page in the Additional Data view. it is calculated by the system from the total of the individual required capacities you entered. In this case.2008 From the resource availability or location (see Customizing for Collaboration Projects under Resource Management Business Partner Employee Overview ). The red curve shows the available capacity of the resource. A chart is available on the General tab page: The red curve shows the required capacity of the project role. The blue curve shows the Collaboration Projects 101 . The system displays the distribution of required capacity over periods. There must not be any gaps between the periods and they must not overlap. the system only displays the Req. Note For staffing. From the calendar or hours per day (see Customizing for Collaboration Projects under Resource Management Basic Settings for Project Roles Make General Settings for Distribution ). If you do not enter any data here. If you select a generic interval as the period type. you do not enter the total required capacity yourself. Prerequisites You are editing a project role whose project role type supports distribution (see Customizing for Collaboration Projects under Resource Management Basic Settings for Project Roles Define Project Role Types ). If there are no fixed dates. End of the note. You can check the intervals. you can plan the periods as you choose. the gray bar shows the other booked capacity. Capacity Distribution over Periods area in the General view if you selected a resource. Features General If you use distribution for a project role. the yellow bar shows the total of all reserved required capacities from the role staffings. fixed dates must also exist for the role or resource. Once distributed values exist. the yellow bar shows the other reserved capacity. In addition to the table display.SAP Online Help 12. you can plan the required capacity for each individual period. the green bar shows the total of all fixed role staffings.

the system updates the chart. The upper area of the group box on the right shows the tasks you have already assigned to the current project role. Here. For more information. You have administration authorization for the tasks you want to assign. you can use the assignment of project roles to tasks [Seite 106] view. Collaboration Projects 102 . Features The group box on the left shows the project roles with their status and assigned resources. Task Assignment Use You use this function to assign tasks [Seite 104] to project roles. You can enter the following data: Time frame of the assignment The system displays the possible time frame to help you. Prerequisites You created tasks on the Structure tab page of the Projects initial view. Integration You use this function if you want to assign multiple tasks to a project role. Note You can determine the required capacity of a distributed role automatically from the assigned tasks.2008 free capacity and the red bar shows the remaining required capacity of the project role. choose Update in Accordance with Tasks. If you make changes to entries in the table and then choose Enter. see Task [Seite 15] and Creating Basic Data for a Task [Seite 54]. you want to assign multiple project roles to a task. To do this. Distribution Functions You use distribution functions if you want to make the same changes to the required capacity in several different periods. on the other hand. you select the project role you want to edit on this tab page. If. End of the note. The Tasks initial view provides an overview of all tasks to which you are assigned by means of a project role (see Project List [Seite 25]). You can use this function for the following types of changes: Adding required capacity to the existing required capacities of a period Subtracting required capacity from the existing required capacities of a period Setting the required capacity as a new required capacity for a period For more information.SAP Online Help 12.09. The system then recalculates the required capacity from the role to task assignments. see Advanced Distribution.

Instead of assigning a project role to a task and leaving it open as to which resources are participating in the completion of the task. selecting the new resource in the Resources group box. Time unit for the work You can assign more tasks in the lower area of this group box. Green icon Green-yellow icon In the screen area on the lower right. the system issues the error message Selection for assignments between roles and tasks is invalid. You can also replace a resource that exists in an assignment by selecting the assignment in the relevant group box. Yellow icon The task is not fully staffed: Required capacity of task > required capacity of assigned project role(s).SAP Online Help 12. the system displays the project structure with all the tasks and the roles that are already assigned to the tasks. On the left.09. Activities You have the following options: You can assign any number of tasks to each project role in a single work step. Collaboration Projects 103 . The following information is displayed for each task: The time frame in which you want the task to be carried out The required capacity you have already assigned (assigned required capacity or planned required capacity) Status Icon Red icon Description No project roles are assigned to the task. you can also select one or more resources that staff the role and assign them to the task straight away. The task has been assigned work = 0.2008 Work that the current project role is expected to carry out for a task The planned work for a task does not restrict staffing: You can exceed it as required. and then choosing Assign Resource. The task is fully staffed: Required capacity of task = required capacity of project role(s). If you do this. The task is overstaffed: Required capacity of task < required capacity of role. the system displays the resources in the Resources group box that belong to the staffings of the project role currently selected. It is not possible to assign multiple tasks to multiple roles. You can distribute the work of one task over multiple project roles.

You can restrict the time period of a task assignment. Remaining required capacity of the task: Planned work minus the total required capacity of all role to task assignments that affect this task.09. Resources Tasks The system uses the following values to calculate the required capacity: a. you must have chosen the extended staffing process and have selected the Flexible Assignment indicator in Customizing for Collaboration Projects. To assign project roles to these tasks. by choosing Resource Management Basic Settings for Project Roles Define Project Role Types. c. To do this. Collaboration Projects 104 .2008 A task can only be selected for a role if the validity period of the task overlaps with that of the project role. Remaining availability of the business partner in the role: Total required capacity of the role staffing of the business partner minus the total required capacity of all role to task assignments for the same business partner and the same role. you can only delete task assignments if they have the status Staffing in Preparation (see Deleting a Task Assignment [Seite 105]). Assigning Tasks and Project Roles Prerequisites You created tasks on the Structure tab page of the Projects initial view.SAP Online Help 12. You specify the staffing type in Customizing for Collaboration Projects by choosing Resource Management Basic Settings for Project Roles Define Project Role Types. you use staffing by the resource manager. You are in the Projects initial view on one of the following tab pages: Structure Roles You see the Roles tab page only if you have your cursor on a task in the group box on the left in the project definition. on the other hand. b. If you use staffing by the project lead you can delete assignments at any time. The validity period of a task does not overlap with the validity period of the project role. the following prerequisites must be met: You have administration authorization for these tasks. If. The project lead can change the role to task assignment irrespective of what the status is. Remaining required capacity of the role: Total required capacity of the role minus the required capacity of all tasks assigned to the role.

Save your data. the system uses the minimum from value a and value b as the default value. the system always uses value b as the default value. Choose Assign Project Role to assign the task to the project role or select a resource and choose Assign Resource. If the required capacity of the project role or resource staffing is 0. 2. Enter the amount of work that you want to assign to the role.09. You can see this for each role. 4.. 4. Enter the amount of work that you want to assign to the role. Choose the task that you want to assign to the selected project role. Choose the project role or resource to which you want to assign the selected task. The Project Roles with Assigned Tasks area displays how much work is planned for the current task and how much of this work has already been assigned. the system uses the minimum from value c and value b as the default value. If you assign a task to a resource. Collaboration Projects 105 . Save your data. You can assign the total required capacity to one role or distribute it over various roles. Enter the period for which you want the role to be assigned.SAP Online Help 12. 5. Roles: 1. to assign the resource to the task directly. 3. Select the role to which you want to assign tasks in the screen area on the left. 2. You are on the Resources tab page . 3.. See also: Deleting a Task Assignment [Seite 105] Deleting a Task Assignment Use You use this function to delete the assignment of a task to a project role. Procedure You are on the Structure tab page . Enter the period in which you want the task to be carried out.2008 If you assign a task to a project role. You can see this for each task. 6. You can assign the total required capacity to one role or distribute it over various roles. Tasks: 1. The Tasks with Assigned Project Roles area displays how much work is planned for the current task and how much of this work has already been assigned.

. Note Collaboration Projects 106 . and not the project lead as originally planned. You then reassign the task to the lead consultant. You are in the Projects initial view. 1. Example You want a lead consultant.09. This means that you first have to delete the task assignment to the project lead. In the upper right area select the tasks or roles whose assignment you want to delete. it does not delete the entire task from the system. select the project role or task for which you want to delete the assignment. Choose Delete Assignment. You can distribute the work of one task over multiple project roles. Deleting the task from the project role does not affect the availability of the corresponding resource. Prerequisites You have administration authorization for the task whose assignment you want to delete. . 3. You have the following options: You can assign any number of project roles to each task. Procedure .2008 This function deletes the assignment of the task to the project role.SAP Online Help 12. In the area on the left. See also: Assigning Tasks and Project Roles [Seite 104] Assignment of Project Roles to Tasks You use this function to assign project roles to individual tasks.. Save your data. 2. to carry out the task Create Project Plan. you are in the status Staffing in Preparation. 4. Select a task here and then choose one of the following paths: Structure tab page Resources tab page Roles Tasks If you are using the staffing process.

If they do not. you want to assign multiple tasks to a single project role. you can use the task assignment view. There are no tasks assigned to the role. You see the project roles that are already assigned to the selected task in the upper screen area. End of the note. For more information. The time unit for the work The Project Roles for Current Project group box lists all roles. on the other hand. Prerequisites You created tasks on the Structure tab page of the Projects initial view.SAP Online Help 12. Features The project structure displays the tasks with their current status. End of the note. The Tasks initial view provides an overview of all tasks to which you are assigned by means of a role (see Project List). The following information is displayed for each role: The status: Icon Description o Red icon o Yellow icon The role has been assigned a task with work = 0. If. the system issues a message. You can restrict the time frame of a project role assignment. You can delete assignments (see Deleting a Task Assignment). You have administration authorization for the tasks you want to assign. You specify the following: The time frame for which you want the project role to be assigned The work that you want to assign to the role Note The work planned for a task does not restrict staffing. You can overbook if necessary. You are in the editing view of a task on the Roles tab page.09. Integration You use this function if you want to assign multiple project roles to a single task. You can make new assignments. see Task and Creating Basic Data for a Task. The role is partially staffed: Required capacity of role > required capacity of assigned task Collaboration Projects 107 .2008 Note that the validity periods of the tasks and project roles must overlap.

You define qualifications for project roles in the Projects initial view on the Resources tab page under Qualifications. Features The qualifications catalog represents all qualifications that you can assign to roles or tasks. To be able to define proficiencies for the qualifications.09. Qualifications you have already defined are displayed in the resource search [Seite 116] and are used as selection criteria for finding suitable resources. See Defining Qualifications [Seite 109]. You can define the following attributes for each qualification: If the selected qualification is an essential prerequisite. you must have defined the qualifications catalog in Customizing. you can flag it as a mandatory qualification.SAP Online Help 12. You can create new qualifications. Prerequisites To be able to select qualifications. o o o Validity period of the assignment Amount of planned work you have already assigned Instead of assigning a project role to a task and leaving it open as to which resources are involved in the completion of the task. The Qualification Requirements group box displays the qualifications that are already assigned to the role or task. perform the activities in Customizing for Collaboration Projects under Resource Management Qualification Management Edit Scales. perform the activities in Customizing for Collaboration Projects under Resource Management Qualification Management Edit Qualifications Catalog. Integration You define qualifications for tasks in the Projects initial view on the Structure tab page in the task definition Qualifications or in the Tasks initial view on the Qualifications tab page. Definition of Qualifications Use You can set down the qualifications required for a project role or a particular task. To do this. See Selection According to Qualifications [Seite 119]. To do this. you must have defined scales in Customizing. you can also select a resource that staffs the role and assign it to the task straight away. Collaboration Projects 108 .2008 Green icon Green-yellow icon o o The role is fully staffed: Required capacity of role = required capacity of task The role is overstaffed: Required capacity of role < required capacity of task Assigned roles Information about how much of the planned work you have assigned to the role and the period in which you want the task to be carried out. See Defining Qualifications [Seite 109].

You can also use the search function to do this: Make an entry in the Search Term field and choose Search. In the resource search. 6.. From the Structure tab page of the Projects initial screen. only individual qualifications. Choose the Qualifications tab page. 3. the system calculates a resource’s suitability percentage from the difference between the required proficiency of a qualification and the degree to which the resource fulfills this. You can define the necessary proficiency for each qualification. 2. . The task definition function appears. Choose the Qualifications tab page. Defining Qualifications for a Task .2008 The resource search then only selects resources that have this qualification. Procedure Defining Qualifications for a Project Role . The qualification is then transferred to the screen area on the right.09. go to the Resources tab page and then select the role for which you want to specify qualifications from the list of project roles. 2. select a task... The system does not transfer any qualification groups. Defining Qualifications Prerequisites You defined the qualifications catalog in Customizing for Collaboration Projects under Resource Management Qualification Management Edit Qualifications Catalog. You can delete qualifications at any time. Enter the required proficiency of the qualification. 4. 1. Expand the qualifications catalog to select qualifications. Choose the appropriate qualification(s). Expand the qualifications catalog to select qualifications. If the selected qualification is an essential prerequisite for carrying out the project role. In the Projects initial view. Choose the appropriate qualification(s). 5.. The system displays a search result list from which you can select the qualifications you require. You can also use the search function to do this: Make an entry in the Search Term field and choose Search. Collaboration Projects 109 . 3. The system displays a search result list from which you can select the qualifications you require.SAP Online Help 12. select the Mandatory checkbox. Choose >> (Add Selected Qualification to the Qualification Requirements). See Deleting Qualifications [Seite 110]. 1. .

Prerequisites You use the staffing process for all project roles for which you set the Staffed by Resource Manager via Responsible Organization option for the project role type in Customizing for Collaboration Projects. Select the qualification(s) to be deleted in the Qualification Requirements group box. you have to be in the task definition (Projects initial view Structure tab page Task Definition Qualifications). 5. they access the project roles from the Resources initial view. Choose Delete Selected Objects.09. Enter the required proficiency of the qualification. If the selected qualification is an essential prerequisite for carrying out the task.. The qualification is then transferred to the screen area on the right. The system does not transfer any qualification groups. To delete qualifications for a project role. Integration If staffing managers and candidate managers use the extended staffing process. Staffing Process Use You use this function to staff project roles according to their status using a resource management application outside the project. Deleting Qualifications Use You have created qualifications and you want to delete them. select the Mandatory checkbox. Choose >> (Add Selected Qualification to the Qualification Requirements).2008 4. 2. 3. You activate this initial view in Customizing for Collaboration Projects by choosing Basic Settings Define Initial Views for cProjects. Prerequisites To delete qualifications for a task. Save your data. 1.SAP Online Help 12. Procedure . by choosing Resource Management Basic Settings for Project Collaboration Projects 110 . then go to the Resources tab page and the Qualifications tab. only individual qualifications. 6. you have to be in the Projects initial view.

Only then does the Staffing Process tab page become visible for this project role.2008 Roles Define Project Role Types. System Actions Project role opened with automatically set status Staffing in Preparation. Sets the status of the project role to Staffing in Process. Enters a note for each staffing or candidate (optional). The staffing and candidate managers are mapped as business partners and assigned to the relevant organizational units (the same as for resources). an organizational unit is linked to a position by the link A441 for staffing managers or A440 for candidate managers. This position then links the relevant business partner. Collaboration Projects 111 . Staffing in Process Staffing manager Takes responsibility for staffing through Staffing Process tab page. For more information. see SAP Note 731177. Adds a message to the project role (optional). The following table shows these different phases: Phase 1 2 3 Status Staffing in Preparation Staffing in Process Staffing Complete Performed By Project lead Staffing manager or candidate manager Project lead Activities Status Staffing in Preparation Performed By Project lead Manager Activities Enters the initial project parameters. Assigns resources to project roles. Make these settings in transaction PPOME. Advertises unstaffed project roles (those roles for which the Vacant indicator is selected on the General tab page) in a marketplace in the Enterprise Portal. Enters requirements for project roles. Features Unlike direct staffing. Adds a message to the project role (optional). the staffing process is divided into different phases in which different persons responsible take over the processing of the project role. To do this. Can make changes to time frame and capacity for existing staffings.SAP Online Help 12.09. Deactivates the Qualifications and Tasks tab pages. Candidate manager Takes responsibility for finding candidates through Staffing Sets access to the General tab page to read-only except for the Vacant field and the project description.

You are using the staffing process and have a role that allows you to view and use the Staffing Process tab page.SAP Online Help Process tab page. Deletes undesirable or unsuitable candidates. you use the Staffing Process tab page to: Set and change the status of the project role. Saves the entries. Make roles visible in the worklist for candidate managers. Staffing Complete Project lead Ends the staffing process for the project role by setting the status to Staffing Complete. See also: Staffing Process Tab Page [Seite 112] Accepting Responsibility for Roles [Seite 114] Resource Search [Seite 116] Staffing Process Tab Page Use Depending on your role in the staffing process. 12. Assign the organization for a role or accept the responsibility for a role. Deselects the Vacant indicator for the relevant project role on the General tab page. Staffing manager Approves candidates and assigns them to the appropriate project roles. Enters a note for each candidate (optional). Performs resource searches based on new or changed project or role criteria. The project lead can set the status back to In Process. Prerequisites You are on the Resources tab page.2008 Sets access to all information for this project role to read-only access. Adds a message to the project role (optional). Chooses candidate(s) to add to candidate list.09. Collaboration Projects 112 .

This allows the specialist with the most expertise in the specific area to perform the activities related to that area in the staffing process.SAP Online Help 12. The project lead initiates the project by using the following tab pages to complete the initial project parameters and defining the requirements for the role within the project: General tab page Tasks tab page Qualifications tab page (available when using WFM Core) Once this part of the process is complete. Candidate managers use the Responsible for Resource Search and Candidate Management group box to accept the responsibility for candidates for a specific role. Staffing managers use the Responsible for Staffing group box to accept the responsibility for staffing a specific role.09. Collaboration Projects 113 . Each status has its own activities.2008 Activities You use the Status group box to set the current status of a particular project role to be staffed. Integration You set the status of the staffing process on the Staffing Process tab page. Phase 1 2 3 Status Staffing in Preparation Staffing in Process Staffing Complete Performed By Project lead Staffing manager and/or candidate manager Project lead Activities Staffing in Preparation The project role has status Staffing in Preparation. See also: Staffing Process – Status [Seite 113] Accepting Responsibility for Roles [Seite 114] Staffing Process . the project lead sets the status to Staffing in Process. This is also the area where project leads and staffing managers make the role visible in the candidate manager’s worklist by selecting the Visible in Worklist checkbox.Status Use The status of the staffing process specifies the types of tasks the staffing managers and candidate managers can perform using Project Resource Planning (PRP).

He or she checks the candidate list (if the indicator has been selected so that the staffing requirements can be seen in the worklist) and deletes undesirable or unsuitable candidates. The staffing manager then approves the candidates and assigns them to the individual roles. Staffing managers and candidate managers have been assigned to organizational units.2008 Staffing in Process As part of the staffing process. staffing managers and candidate managers are assigned to roles based on the manager’s organizational assignment. It also sets access to the Qualifications and Tasks tab pages to read-only. See also: Accepting Responsibility for Roles [Seite 114] Resource Search [Seite 116] Accepting Responsibility for Roles Use When using the staffing process. Features Staffing managers and candidate managers find resources for roles that appear in their worklist. At this point. PRP sets access to the General tab page to read-only except for the Vacant field and the project description. the staffing manager takes over responsibility for staffing with the Staffing Process tab page and uses an external application (such as the RPA) to access the project roles in his or her worklist. Prerequisites You are using the staffing process and are on the Staffing Process tab page. Staffing Complete The project lead deselects the Vacant indicator for the role (on the General tab page) and sets the status to Staffing Complete. They can also choose to accept personal responsibility for a role to which they were not initially assigned. PRP sets all role information for this project role to read-only. Staffing managers and candidate managers review and edit roles assigned to them on the Staffing Process tab page.SAP Online Help 12. Collaboration Projects 114 .09. Project roles for which the Vacant indicator is selected still require resources. The candidate manager carries out the following task: Performs a resource search (in the external application or alternatively in cProjects). A role only appears in the worklist if it is assigned to a staffing manager or candidate manager. At this point.

Activities You run the report for synchronizing project roles from the SAP menu. You have changed the project role that you want to make available for the extended staffing process in Customizing for Collaboration Projects. The report: Synchronizes all roles on the specified client(s) that were changed in the IMG activity Define Project Roles for Project Type so that these roles are available for the staffing process. Prerequisites You are using the staffing process. by choosing Resource Management Basic Settings for Project Roles Synchronize Project Roles to Staffing Type. managers see only the roles within their own organizational unit. by choosing Resource Management Basic Settings for Project Roles Define Project Role Types.09.SAP Online Help 12. by choosing Collaboration Projects Tools Synchronize Project Roles with Staffing Process. You use this transaction to make these roles available for the extended staffing process. Managers can change the responsibility for a role from another manager’s name to their name by choosing Take On Personally. Sets the status of the synchronized roles to Staffing in Preparation. You select the client(s) on which the report is run. There is no automated method to return a role from the staffing process to direct staffing. You can also run this report from Customizing for Collaboration Projects. The report only supports the change from direct staffing to the staffing process. In these areas. the organizational unit(s) to which they are assigned. Collaboration Projects 115 . that is. See also: Staffing Process [Seite 110] Staffing Process Tab Page [Seite 112] Synchronize Project Roles to Staffing Process Use You might have roles that you used in direct staffing that you want to synchronize to the extended staffing process.2008 Activities You use the Responsible for Staffing and Responsible for Resource Search and Candidate Management areas on the Staffing Process tab page when assigning roles.

The search criteria can be changed in the search function without changing the attributes of the project role itself. Integration As search criteria. choose the Resources tab page. the search function uses all data required for the search from the project role. From the Projects initial view. Prerequisites You created project roles on the Resources tab page of the Projects initial view. You use the WFD server to check the availability. see Project Roles [Seite 94] and Creating a Project Role [Seite 97]. then Find Resource.2008 See also: Staffing Process – Status [Seite 113] Staffing Process [Seite 110] Resource Search Use You use the resource search function to find suitable and available project resources. Features You can enter the following resource search criteria: Search Criteria General project role type that is to be staffed Specified time period Customer/ordering party Area/location Maximum number of hits in the search result Organizational unit Qualifications Availability Selection According to Organizational Structure [Seite 118] Selection According to Qualifications [Seite 119] Selection According to Availability [Seite 121] See General Selection Criteria [Seite 118] Collaboration Projects 116 .SAP Online Help 12. You can also check the availability more simply without using the WFD server.09. You have installed the WFD server as an add-on or connected it as an external system. For more information.

When using PRP for the extended staffing process: . Qualifications. 2. The system performs the search and displays the results.. Enter the required search criteria on the General. Qualifications. 3. The system performs the search and displays the results. Organizational Structure. Staffing managers assign the candidates to the project roles. and Availability tab pages.09.SAP Online Help 12. Choose Find Resource. see: Running a Search [Seite 122] Search Results [Seite 122] Candidates [Seite 130] Activities When using Project Resource Planning (PRP) for direct staffing: . and Availability tab pages. Choose Find.. Candidate managers approve or reject candidates. Assign the resource directly to your project. 1. See also: General Selection Criteria [Seite 118] Collaboration Projects 117 . 5. see the Collaboration Projects Implementation Guide (IMG) under Resource Management Basic Settings for Project Roles BAdI: Configure Resource Search and SAP Note 1009131.. 4. 1. Candidates are always included in the search result. Candidate managers choose candidates from the results of the search.2008 You see a green checkmark when the search criteria is entered on one of the tab pages. or add the resource to your list of candidates. Enter the required search criteria on the General. 3. E-mail the chosen resource or his or her manager to inform them that you want to include the resource in your project. Organizational Structure. regardless of the selection criteria you enter or the resource’s suitability percentage. 4. For more information. You use the BAdI DPR_RES_SEARCH to change the following settings according to your requirements: Search criteria (and the corresponding user interface) Search logic Search result list For more information. 2. .

the system lists all the resources that have already carried out the duties of such a role. Selection According to Organizational Structure Use You can enter organizational units as selection criteria. by choosing Basic Settings Define Areas and Define Locations and assign them to the resources by choosing Resource Management Business Partner Employee Overview. Customer/ordering party You can restrict the search to resources who have already carried out work for this customer or ordering party.SAP Online Help 12. The time frame required for searches: searches can be based on a selection according to organization. You define areas and locations in Customizing for Collaboration Projects. or availability. for example. that is. Area/location You can restrict the search to resources that have the specified location or area. the project role is not used as a filter.2008 Selection According to Organizational Structure [Seite 118] Selection According to Qualifications [Seite 119] Selection According to Availability [Seite 121] Notifying a Selected Resource by E-Mail [Seite 133] General Selection Criteria Prerequisites You are in the Projects initial view on the Resources tab page and have chosen Resource Search and then the General tab page. Collaboration Projects 118 . If you leave the field blank. qualifications. senior consultant In the search result. Maximum number of hits in the search result You can reduce the search time by restricting the number of hits. all resources are displayed.09. Features You can enter the following search criteria: The project role type you are searching for.

Activities Specifying an Organizational Unit As a Search Criterion . Save your data. 2. 1. Choose >> (Add Selected Organizational Unit As Search Criterion). 2. Collaboration Projects 119 .. You can also use the search function to do this: Make an entry in the Search Term field and choose Search. The organizational unit is then transferred to the screen area on the right. Deleting an Organizational Unit . Choose Delete Selected Objects. 1. In the Selected Organizational Units group box. You are in the Projects initial view on the Resources tab page and have chosen Resource Search and then the Organizational Structure tab page. select the organizational unit(s) you want to delete.2008 Prerequisites You are using organizational management in SAP Human Resources (HR). Selection According to Qualifications Use You can enter the qualifications of resources as selection criteria.09.. Expand the organizational structure and choose the required organizational unit(s). 3.SAP Online Help 12. The system then selects only the business partners assigned to the selected organizational unit or a lowerlevel organizational unit. For more information. see the Collaboration Projects Implementation Guide (IMG) under Resource Management Basic Settings for Resource Management Application Link Enabling (ALE) for HR Integration and the SAP Notes 312090 and 390380. The system displays a search result list from which you can select the qualifications you require. Features You can restrict the resource search to particular organizational units. You have distributed the HR master data.

enter additional qualifications by expanding the qualifications catalog and selecting the required qualification(s). Features You can add additional qualifications for the search or delete qualifications locally. The system calculates a resource’s suitability percentage from the difference between the required proficiency of a qualification and the degree to which the resource fulfills this. Any changes that you make to qualifications in the resource search are temporary and apply only to the search. see Suitability Percentage [Seite 123]. In the search results list [Seite 122]. they are not transferred to the qualifications in the task definition or project role definition. The icons by the qualifications indicate whether the qualification comes from the task definition or project role definition. Note that in resource management. 5. choose Restore. the qualification as a whole is mandatory. Collaboration Projects 120 . 2. Select the project role for which you want to find resources. Check whether you want to use all qualifications for tasks and roles as search criteria. 4. the system always displays a resource's overqualification as a 100% suitability. See Definition of Qualifications [Seite 108]. 3. Check the proficiencies and mandatory qualification requirements. The system displays a search results list from which you can select the qualifications you require. that is.09. The system then displays both the task icon and the role icon.SAP Online Help 12. alternative qualifications are not taken into account in the calculation of the suitability percentage. Even if the same qualification is an essential requirement in only one of the two objects (indicated in the Mandatory field). 1.2008 Integration The system automatically displays all qualifications entered so far for the role and the tasks assigned to this role. you always have the option of restoring them to their original state. Prerequisites You are in the Projects initial view on the Resources tab page and have chosen Resource Search and then the Qualifications tab page. If required. Activities . Specify the required proficiency for each qualification. To do this.. You can specify a minimum suitability percentage in the selection criteria. . Then choose >> (Add Selected Qualification to Qualification Requirements). If not. The system then displays the qualifications from the task definition and project role definition again. the qualification is displayed only once. If you have changed the qualifications. You can also use the search function to do this: Make an entry in the Search Term field and choose Search.. the system always adopts the highest proficiency. delete the ones you do not require. When summarizing the same qualifications. If a task and a project role both have the same qualification. For more information.

Capacity utilization for the resource You can select whether only hard-booked staffings are taken into account in the availability calculation. you can choose a time pattern for recurring required capacities. the qualifications are reset to their initial value. by choosing Resource Management Business Partner Employee Overview. They cannot be saved. If you are not using Workforce Deployment (WFD). choose Find Resource. Collaboration Projects 121 . To run the search. you can choose a particular weekday and combine it with a monthly recurrence (for example.09.SAP Online Help 12. and Availability tab pages. For example. enter additional selection criteria on the General. Distribute required capacity If you want to perform a search based on rules. 6. You cannot perform a search with availability as the sole search criterion. Organizational Structure. You can only perform a search based on rules if you are using WFD. Selection According to Availability Use You can add availability as a search criterion when combined with qualifications and/or organizational searches. If required. the first Monday of each month). only qualifications for roles and tasks are displayed the next time they are called. that is. or whether reservations are also included. Features You can enter the following search criteria: Required capacity The system uses the scheduling engine to check the percentage of the required capacity that a resource can fulfill based on the specified period entered on the General tab page. you have defined the availability for the business partners in Customizing for Collaboration Projects. 7.2008 Any changes that you make to qualifications in the resource search are temporary and apply only to the search. Prerequisites You are in the Projects initial view on the Resources tab page and have chosen Resource Search and then the Availability tab page. When you exit the resource search.

Only those resources that match the percentage you entered are considered in the availability calculation. Enter the required search criteria..SAP Online Help 12. the system displays a list of resources that it determined to be suitable candidates on the basis of the search criteria you defined. The list also contains the resources you have saved as candidates. Procedure . Choose Find Resource.09. You can navigate to the detail data of a resource if you require more information. in Customizing for Collaboration Projects by choosing Resource Management Business Partner Define Display Details for Business Partner . Minimum availability You can set the minimum percentage of availability for the resource to be considered as a viable candidate. Search Results After running the search function. Note You define which information is displayed in the detail data on the General Data tab page. regardless of their suitability percentage. If you leave the field at its default value 0%. the minimum availability is not used as part of the availability calculation. 2. Running a Search Prerequisites You are on the Resources Find Resource page in the Projects initial view. 1. Result The system displays the search result. . Collaboration Projects 122 .. The list of search results provides information and functions that help you with further processing.2008 You can only select capacity utilization for the resource as a search criterion if you are using WFD.

note that the availability can only be made up of the hard bookings or the hard and soft bookings together. and free capacity. If you are using WFD. choose the header of the column you want to sort. Manager of the resource Area and location Location (as attribute of the business partner) Cost/revenue rate Existing assignments The system indicates whether the resource is already assigned to the role that is currently selected or whether the resource is marked as a candidate.SAP Online Help 12. The Projects tab page displays an overview of all projects in which the resource is or was involved. To use them. See also: Resource Search Suitability Percentage Definition If you use the Workforce Management Core planning service. Structure The list contains the following information: Name of the person The name is formatted as a link to the detail data for the resource. You can also personalize the list to suit your requirements.2008 In addition to the general data for a resource. The list provides a range of sort functions. you can view the profile matchup of the person’s qualifications and the qualification requirements. taking into account the soft bookings and hard bookings. capacity utilization. the system uses a profile matchup in the resource search to compare the requirements profile with the resource's Collaboration Projects 123 .09. Organizational unit Suitability percentage Location rate (as a percentage) Availability rate (as a percentage) Overall match (as a percentage) Availability. You can store resources as candidates or firmly assign them to a project straight from the list. This depends on the selection criterion you entered on the Availability tab page. End of the note.

the qualification is weighted more heavily. the resource is under-qualified. an over-qualification is weighted less heavily than an under-qualification.SAP Online Help 12. There are only two types of priority in relation to requirements: essential requirements and optional requirements.or underqualified.09.00 %: The person is 100% suitable for the requirements profile 40. In the search results list [Seite 122]. If it is. the system first checks whether each requirement is covered by the qualification profile. In this process. because an essential requirement within a requirements profile is more important than an optional requirement of the profile. In Customizing. the system always displays overqualifications as a 100% suitability. The priority of requirements is not split further because it would not make sense from a business point of view and would not be user-friendly. you can also store your own calculations to determine the suitability rate of a resource. The result is the relative proficiencies of the requirements and of the qualifications. Note that in Resource Management alternative qualifications are not taken into account in the calculation of the suitability percentage. the system then multiplies the calculated value with the percentage of the overall requirements profile. If the requirement is mandatory. process the following activity in the Implementation Guide for Collaboration Projects: Resource Management Workforce Management Core (WFM Core) Business Settings for WFM Core BAdI: Suitability of Resources by Qualifications. To do so. Integration You have edited the qualifications catalog and scales in the following section of the Implementation Guide: Collaboration Projects Resource Management Qualification Management. the system compares the relative proficiencies: The optimum scenario is that they match. A relative proficiency is determined by viewing the proficiency of the qualification as specified in the resource search in relation to the maximum proficiency that is defined by the qualification scale. if the proficiency of the qualification is less than that of the requirement. The suitability rate can be used to generate hitlists for the staffing of a project.00 %: The person is 40% suitable for the requirements profile The relative proficiencies are the deciding factor in the calculation of the suitability percentage. To determine the degree of requirement satisfaction in relation to the entire profile. Suitability percentage 100. You have processed the following activity in the Implementation Guide: Collaboration Projects Resource Management Qualification Management Activate Qualification Search and Matchup Using WFM Core.2008 qualification profile and thus determine a suitability percentage. Essential requirements are weighted more heavily than optional requirements. Use When you start the resource search. but the resource may instead be over. Collaboration Projects 124 . If the proficiency of the qualification is greater than that of the requirement. the resource is overqualified. The system takes account of the weighting when calculating the proportion of the individual requirements to the entire profile.

You can send the detail data of the selected role to yourself if an e-mail address is specified for your user in the system. From here you can: Create a print version in PDF Export the data to Microsoft Excel Display detail data Select a project role and choose Detail Data. If a contact person has been specified and this business partner has an e-mail address. Collaboration Projects 125 . Features You can enter the following criteria for the search: Time frame Project type Role type Area Location Function Qualifications The system displays the search result in a table. This enables you to search worldwide for the best available talent in an enterprise. The project lead marks a role as vacant so that it can be recognized as an unstaffed or partially staffed role from outside the project. or Checklist Items initial view and choose Vacant Roles. Prerequisites You are in the Projects.09. the system displays an e-mail link which you can use to contact this person.2008 Vacant Role Search You use this function to find roles that have not been fully staffed that are available within a certain time frame. Send detail data to yourself in an e-mail Select a project role and choose Send E-Mail. Tasks.SAP Online Help 12.

If a qualification is an essential requirement. Prerequisites You are in the vacant role search. The system also takes roles into account which have the qualification but not at the required level of proficiency. Note that in resource management. End of the note. 5. the system only takes those roles that have at least this qualification into account. To run the search. you specify "fluent".2008 Note In cProjects. Specify the required proficiency for each qualification. You can specify a minimum suitability percentage in the selection criteria. The system also takes roles into account for the suitability percentage that have a language proficiency below this level. choose Find Vacant Roles. You can also use the search function: Make an entry in the Search Term field and choose Search. The system displays a search results list from which you can select the qualifications you require. Integration The system automatically displays all qualifications that exist in the system. Selection by Qualification Use You can choose qualifications as selection criteria for the vacant role search. 4. This data only becomes available the next time you open the search. 6. See Definition of Qualifications [Seite 108]. There are only two types of priority for qualifications: essential requirements and optional requirements. Activities 3. Features You can add qualifications you want to use as search criteria or delete those you no longer require. The system calculates a role’s suitability percentage from the difference between the required proficiency of a qualification and the degree to which the role fulfills this.SAP Online Help 12. alternative qualifications are not taken into account in the calculation of the suitability percentage. you can enter your e-mail address in the E-Mail Address field under User Settings User .09. Staffing of Project Roles with Resources Collaboration Projects 126 . Select qualifications by expanding the qualifications catalog and selecting the required qualification(s). Example: For language proficiency. Then choose >> (Add Selected Qualification to Qualification Requirements).

You cannot staff any project roles with external resources in cProjects. Integration To staff project roles with internal resources. You have the following options: Project Lead: The project lead staffs roles directly in cProjects. you have to create the resources as business partners in Project Resource Planning.2008 The project role type determines how project roles are staffed with resources. Resource Manager via Authorization: The role is staffed through an external application that has authorization for staffing via the project definition. you can transfer your master data. see SAP Library under SAP Business Suite SAP Customer Relationship Management Components and Functions Service Service Resource Planning . the user is the staffing manager for the responsible organizational unit specified in cProjects. Project roles are staffed with external resources in SAP Supplier Relationship Management (SAP SRM). End of the note. Staffing can also take place through cProjects. Staffing can also take place through cProjects. When you create a staffing. 12. Note For more information about Service Resource Planning. Resource Manager via Responsible Organization: The role is staffed through an external application. You can create new business partners in Resource Management from the Projects initial view by choosing: Collaboration Projects 127 . You can create business partners in the following ways: You can create business partners manually from the SAP menu by choosing: Collaboration Projects Partner . For more information.SAP Online Help You can staff project roles with resources. unstaffed capacity of the role and the minimum availability of the resource. In this case.09. Master Data Business Partner Maintain Business If you use SAP Human Resources. see Customizing for Collaboration Projects under Resource Management Basic Settings for Resource Management Application Link Enabling (ALE) for HR Integration and SAP Notes 312090 and 390380. You can use the Staffed By field in Customizing for Collaboration Projects under Resource Management Basic Settings for Project Roles Define Project Role Types to control which application is used to staff the project roles. the default value for the required capacity is taken from the minimum remaining. The following external options are available for resource planning: The Web-based Resource Planning Application (RPA) from service resource planning in SAP Customer Relationship Management (SAP CRM) and the Resources iView from SAP Resource and Portfolio Management (SAP RPM).

You can display the percentage of availability for the role. that is. for different time frames. This is based on the time frame and required capacity. End of the recommendation. you actually create a staffing. you can display the distribution for the staffing. You cannot tell that these staffings come from the RPA. you have the following options: Multiple resources to a single project role If you select the Edit in Parallel indicator in Customizing for Collaboration Projects under Resource Management Basic Settings for Project Roles Define Project Role Types . You can also choose to display a configurable staffing action that supports the staffing process. see Creating a Business Partner.2008 For more information.09. If you use Collaboration Projects together with the resource planning application (RPA) from SAP CRM. they appear as project role staffings (that is. you can display detailed information about the resource. provided that distribution is permitted for the role. staffings are allowed to overlap. A single resource to multiple roles You can assign a single resource to a role more than once. we recommend that you only use role types that do not permit distribution because distribution is not supported in the RPA. If you then change and save one of these assignments. The staffing then appears in this (possibly unintentionally) changed form in the RPA too. Prerequisites You are on the Resources tab page in the Projects initial view where you choose Project Role Definition and then the Person Assignment tab page. Features Project Role List The project definition screen area on the left displays the project roles with their status and assigned resources. If you click the link that is the name of the resource. Recommendation When using cProjects with the RPA. Project Role Staffing in Time Frame <…> This displays the resources assigned to the selected project role with the required capacity and time frame assigned. note the following special feature: When the resource planner creates appointments (that is. capacitive staffing assignments) in cProjects. Note Collaboration Projects 128 . concrete assignments) in the RPA. When you select a row. When making assignments.SAP Online Help Resources Project Role Definition Staffing . 12.

function. End of the note. or copy staffings that were created using the Shopping Cart tab page via SRM directly at this point. Select Resource The following options are available in this group box: Search for existing resources. Collaboration Projects 129 . The resource search opens with the search results. use the search function to check that it does not already exist. After storing resources as candidates or assigning them to a project.SAP Online Help 12. see Candidates. If you want to staff the project role with a placeholder temporarily.N. Store resources as candidates Staff project roles with resources Create new resources and business partners Note Before creating a business partner. You can also choose to display a configurable staffing action that supports the staffing process. first select the relevant row. by choosing Resource Management Business Partner Define Display Details for Business Partner . End of the note. organizations. For more information. Resource Search for Project Role You reach this view if you used the Resource field to search for a business partner that is not unique. End of the note. Candidates You see all resources you have saved as candidates in this area. Note You cannot delete. use the Staff with N. For more information.09. you can: Use the resource search Directly assign a preferred candidate Save a preferred candidate and also use the resource search function to find other suitable resources. you can e-mail the selected resources or their managers from the application to notify them that they have been assigned to a project or have received a task. or business partners To select a resource in the search result. You also reach this view if you choose Enter in the Resource field. change. You can then use the pushbuttons to make the assignment. To staff a project role with a suitable resource.2008 You make the required settings in Customizing for Collaboration Projects.

2008 see Candidates. Note When you click the name of a staffing in the Project Role Staffing group box or click the name of a candidate in the Candidates group box. the system displays the projects in which the business partner is responsible for at least one project element.SAP Online Help 12. Here. such as any agreements reached by telephone. The candidates are always included in the results list of the resource search. on the Projects tab page. regardless of your selection criteria or the suitability rate determined by the system. or remove them from the candidates list. enables you to branch to the relevant project role. You can e-mail [Seite 133] candidates to notify them of the project.09. See also: Staffing Actions Creating a Business Partner Reserving Resources Staffing Project Roles with Resources Storing Resources As Candidates Candidates Definition Candidates are resources that you want to designate for a particular project role. They may include your personal preferences. Structure The candidates list displays the following information: Name of the resource Collaboration Projects 130 . see SAP Note 979978. and contains detailed information about previous staffings. or resources that the resource search found to be suitable but that you do not yet want to firmly book. You can also create a new tab page with the name Staffings that displays the project role staffings of the business partner. To select candidates. a customer’s preferences. Use You can define your candidates in the system. For more information about creating the Staffings tab page. the system displays a dialog box that shows the details of the business partner. End of the note. you can either use the input help or enter the name and choose Enter. When you have WFM Core [Extern] running you can display the availability percentage for the candidate based on the period and the required capacity. You can enter a note for each of your candidates. You can directly assign your candidates to the project at any time. or if the resource has accepted but you still have to speak with the manager.

actions for staffing and candidates can differ. Collaboration Projects 131 . See also: Staffing of Project Roles with Resources [Seite 126] Candidates [Seite 130] Creating a Business Partner Use To be able to staff project roles with resources. You use this function to create resources or organizations as business partners.09.2008 See also: Staffing Actions [Seite 131] Storing Resources As Candidates [Seite 133] Staffing of Project Roles with Resources [Seite 126] Staffing Actions Use The icons displayed in the Action column represent the status or the action for staffings and the assignment of candidates.SAP Online Help The name is formatted as a link to the resource’s detail data. Name of the person with personnel responsibility for the resource Name of the organizational unit Comments A configurable project action used to support the staffing process 12. Depending on the implementation. Prerequisites The Action column is only displayed if you created actions and icons for these actions in Customizing for Collaboration Projects by choosing Resource Management Basic Settings for Project Roles Define Staffing Actions. you have to create the resources as business partners in Project Resource Planning.

2. 3. 3. we recommend that you always create business partners via the SAP menu or transfer them using ALE. Enter the required data. Save your entries. choose the Resources tab page. 4. then the Staffing view.. Creating a business partner with HR integration Master Data Business Partner If you are using SAP Human Resources. gender. you can only create business partners for project role types that are not relevant to the WFD Server. Only then is the business partner available in cProjects. Choose Create Person or Create Organization. 1. You have to complete the missing data later on by choosing Maintain Business Partner in the SAP menu. Therefore. See also: Staffing of Project Roles with Resources [Seite 126] Collaboration Projects 132 . In the Projects initial view. or form of address) if you do this. The system creates the business partner in the resource role. Choose Show Search and then Create.09. For more information. Creating a business partner in the application This function is only intended for cases where you want to assign a business partner in the application and notice that the business partner does not exist yet in the system. Note that you cannot enter all business partner data (for example. Secondly. In this case use the business partner role resource. In the application. . Enter the required data and choose Create. If you are using HR integration. note the information under “Creating a business partner with HR integration”. you can enter the business partner directly from cProjects. you can do this in the SAP menu as described above.2008 Prerequisites You need structural authorizations (see Customizing for Collaboration Projects under Resource Management Organizational Management Structural Organization Assign Authorization Profiles to Users). choose Collaboration Projects Maintain Business Partner. 1. see Customizing for Collaboration Projects under Resource Management Basic Settings for Resource Management Application Link Enabling (ALE) for HR Integration and the SAP Notes 312090 and 390380. you create the new business partner in the employee role. If you want to create extra external resources. 2. To avoid having to exit the application. You can use it straight away as a resource or candidate. address.SAP Online Help 12. you can transfer your master data. . In the SAP menu.. Procedure Creating a business partner from the SAP menu You first have to create a new business partner as a general business partner.

such as time periods and required capacities. Procedure . The resource is displayed in the Candidates group box.SAP Online Help 12. see Staffing of Project Roles with Resources [Seite 126]. Save your data. See also: Candidates [Seite 130] Notifying a Selected Resource by E-Mail Use You can e-mail the selected resources or their managers to notify them that they have been assigned to a project or have received a task. 2. Choose Candidate.. If the name you entered matches only one candidate. If there is more than one match. Note that the system uses the e-mail address from the business partner data. the system displays the compatible resources in the search result. For more information. 1. To do so. if required.2008 Storing Resources As Candidates Prerequisites The resource has been created as a business partner in Resource Management. You can create templates for the e-mails in Customizing for Collaboration Projects by choosing Resource Management Basic Settings for Resource Collaboration Projects 133 . enter the first and last name of the resource and choose Add Candidate. Select the required resource in the list. 4. 3. You are on the Resources tab page of the Projects initial view: Project Role Definition Resource Search Person Assignment or You can also make resources from the search results list [Seite 122] candidates.09. the system assigns the resource as a candidate straight away. Create a comment. The system automatically inserts project data. select the resource and choose Add to Candidates. In the Candidate field.

You are in the Projects initial view at one of the following places on the Resources tab page: On the Staffing tab page in the Project Role Staffing group box On the Staffing tab page in the Candidates group box In the Resource Search in the Search Result group box Procedure There are functions for sending e-mails at various places in the application. The functions or pushbuttons for sending e-mails in a Unicode system differ to those in a system that does not use Unicode.. To do this. The mail template is displayed (only in a non-Unicode system). You have entered the e-mail address in the business partner data. Prerequisites You have defined e-mail templates. If you have not entered the e-mail address of a business partner. In the Candidates and Project Role Staffing group boxes. Make changes as required (only in a non-Unicode system).0 Workstation as an operating system. you can enter a note to the effect that you have notified the resource about the project. For more information. Choose Send. the system sends a blank e-mail. 4. 1. the text does not appear completely when an e-mail is created. If you have not defined any templates in your project language.2008 Assign Forms for E-mail and Groupware Communication. .09. Choose the pushbutton to send e-mails. 3. If you have Windows NT 4.0 is restricted to 260 characters for hyperlinks with a mailto URL. carry out the steps described in the "Creating a business partner from the SAP menu" section under Creating a Business Partner [Seite 131]. Staffing Project Roles with Resources Collaboration Projects 134 .SAP Online Help Management 12. see SAP Note 945675. 2. you can do so later on. This is because Windows NT 4.

End of the note.SAP Online Help 12. Collaboration Projects 135 . Prerequisites You are on one of the following tab pages of the Projects Resources initial view: Staffing. Select the relevant row in the search result. 5. If the name or number is unique. in the Candidates group box In the Search Result in the Resource Search Procedure Staffing a project role with a resource on the Staffing tab page 1. Staffing a project role with a resource on the Candidates tab page 1. 3. 2. Save your entries. End of the note. Choose Staff. the resource search opens and the system displays the possible resources in the search result. 4. select the project role that you want to staff with a resource. If this is not the case. Choose Staff. In the project role overview in the screen area on the left. 2. Note If a row is selected in the table. Note If a row is selected in the table. you can staff the project role with the resource. Enter the name or number of the business partner in the Resource field. select the project role that you want to staff with a resource. the role is staffed straight away. 4. 3. you can staff project roles with resources at various places in the application.2008 Once you have found a suitable resource for your project and the resource has agreed to participate in the project. the system replaces the existing resource with the resource you entered. the system replaces the existing resource with the resource you entered. Save your entries.09. in the Project Role Staffing group box Staffing. In the project role overview in the screen area on the left. To allow you more flexibility in the assignment. Select the candidate you require.

you can first reserve the resource for the role. indicator on the Staffing tab page. Prerequisites You are on one of the following tab pages of the Projects Staffing in the project role definition Staffing. In the project role overview in the screen area on the left. 3. if you do not yet have a contract for the project or the resource's manager has not yet approved the assignment. Result The resource is reserved for the project role. Reserving Resources Use If you have found a suitable resource for a project role in your project.SAP Online Help 12. Select the Res. in the Candidates group box In the Search Result in the Resource Search Resources initial view: Procedure . You may want to do so. select the project role that you want to staff with a resource. Collaboration Projects 136 . Save your entries.09. 2. 2. If you want to create a hard booking for a reserved resource later on. Select the required resource.. in parentheses after the project role that they are staffing. 4. Save your data. deselect the indicator. Result The resources are displayed in the project role overview in the screen area on the left. Staff the required project role with the resource of your choice as described in Staffing Project Roles with Resources [Extern]. The resource staffing is only reserved and not a hard booking.2008 Assigning a resource from the search result of the resource search 1. 3. Choose Staff Project Role. 1. for example.

the system issues error messages as appropriate and does not automatically adjust any intervals. the system inserts another interval after it to close the gap. see Workflow for Resource-Booking Statuses [Seite 138]. If you save the intervals without explicitly calling the function for checking the generic intervals. the system responds as follows: If the start date of the first interval is before the start date of the role or staffing. Therefore. the system issues an error message and you cannot save. The system cannot know which of the two intervals you want to change. If the finish date of the last interval is after the finish date of the role or staffing. If two intervals overlap.09. For more information. the system inserts another interval in front of it to close the gap. It adjusts the intervals if necessary (see Features). Creating a Soft Booking for a Resource Use You use this procedure to create a soft booking a resource for a project. the system moves the start date of the interval to the start date of the role or staffing. you have to adjust the intervals to remove the overlap and then save them. Prerequisites You have the required staffing authorization. If the start date of the first interval is after the start date of the role or staffing. the system inserts an interval that closes the gap. the system brings the finish date of the interval forward to the finish date of the role or staffing. If the finish date of the last interval is before the finish date of the role or staffing. If there is a gap between any two intervals. Collaboration Projects 137 .2008 Generic Interval Check Use When you distribute the required capacity of a project role or staffing manually over several intervals and then choose Check Intervals. the system checks the generic intervals in the background. The system checks whether the intervals follow on from one another without any gaps and whether they fill the entire time frame between the start and finish date of the project role or staffing. Prerequisites You created a project role whose project role type supports distribution in Customizing for Collaboration Projects under Resource Management Basic Settings for Project Roles Define Project Role Types. Features When you call the Check Intervals function. This procedure triggers a workflow and your request is forwarded to the responsible line manager who can approve or reject the booking.SAP Online Help 12.

10. Find and assign a resource to the role. Collaboration Projects 138 . for instance if the project or role is locked. The workflow is triggered when a resource is assigned to a project role or an old booking is changed and the booking type of a resource is marked as Soft Booked by a resource manager. Go to the Staffing tab page within the role. 12. A work item appears in the line manager’s inbox under Home Overview Inbox containing the booking details and the pushbuttons Approve Booking and Reject Booking. 7.09. If the line manager approves the booking. 6. If the booking type is successfully converted from soft-booked to hard-booked. 5. Open a project and navigate to the Resources tab page within the project. Create a new role or open an existing role. Result The line manager of the soft booked resource receives an e-mail asking him or her to approve or reject the booking by executing a work item in the inbox of his or her universal worklist. Procedure 4. The line manager of the resource for whom a soft booking was created and for whom you want to create a hard booking. Workflow for Resource-Booking Statuses Purpose You can use an SAP Business Workflow [Extern] in cProjects to trigger an approval or rejection of a resource booking or to change a soft booking of a resource to a hard booking. Prerequisites You have completed the IMG activity Activate Workflows in Customizing for Collaboration Projects under Basic Settings. 8. receives a mail containing a link to the portal from where he or she can approve or reject the booking. If this is the case. checkbox in the staffing table for the resource that was assigned in the previous step. the workflow automatically converts the booking from Soft Booked to Hard Booked in the background and the process continues. the resource manager(s). he or she needs to execute the booking again by means of a new work item.SAP Online Help 12. The line manager receives a mail if the conversion of the booking type failed. Process Flow 9. Select the Res. 11. You can find this BAdI in Customizing for Collaboration Projects under Global Enhancements to Project Elements Business Add-Ins (BAdIs) BAdI: Check/Change Fields in cProjects.2008 You have defined Soft Booked as the default booking type for resources by implementing the method SET_DEFAULTS_UPON_CREATION of the BAdI: Check/Change Fields in cProjects for the filter BAG (Business Partner Links).

Select the resource in the staffing list.2008 project manager(s). 5. and the resource receive a mail notifying them that the booking was rejected. You are in the Projects initial view on the Resources tab page and have chosen Staffing. Collaboration Projects 139 . the booking type remains unchanged as softbooked and the resource manager(s). project manager(s). Result Once you have saved. Edit the required groupware task. Save your data. 2. If the line manager rejects the booking. and the resource receive a mail notifying them that the booking was confirmed... Choose Groupware Task. Resource managers can be assigned the following project role types: Project Lead Resource Manager via Authorization Resource Manager via Responsible Organization You can make the required assignments in the IMG for cProjects under Resource Management Basic Settings for Project Roles Define Project Role Types.0. The resource can now create concrete appointments from this groupware task. 4.0. Creating a Groupware Task Use After staffing a project role with a resource. Choose Send. 3.SAP Online Help 12. Prerequisites You have imported cProjects to SAP CRM 5.09. You are using Workforce Deployment (WFD) 2. . The groupware task contains information about the time frame and the required capacity of the staffing. Procedure . 1. the system sends the data from the project role (required capacity and time frame) as a groupware task to the resource's mailbox. you can send a groupware task to the resource's mailbox. 13.

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Resource Manager
Technical name: SAP_CPR_RESOURCE_MANAGER

Tasks
The resource manager staffs project roles with suitable and available resources.

Multi-Project Management
Use
Projects often depend on other projects that have different persons in charge of them. You can map these cross-project relationships in the structure of your project. The following interproject link [Extern] scenarios are available for this purpose: Subproject [Extern] Mirrored task [Extern] Program [Extern]

Prerequisites
Your system administrator has permitted the use of cross-project structures for the current project type (see Customizing for Collaboration Projects, IMG activity Define Project Types).

Features
For more information on working with the individual types of inter-project links, see: Work with Subprojects [Seite 140] Work with Mirrored Tasks [Seite 142] Work with Programs [Seite 144]

Work with Subprojects
Use
When you work with subprojects, a task of a project is created as a separate subproject, for example, because a different department or a subcontractor is responsible for the task. To map this relationship, you create an inter-project link between the task of the master project and the project definition of the subproject. A task of a master project can only ever be linked to a single subproject. The subproject can, however, also be the master project for other subprojects which enables you to map multilevel project hierarchies. The following graphic explains the scenario:

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Master Project Loose Inter-Project Link Through Alerts

Fixed Start Fixed Finish Assign Subproject

Date change Alert

Manual date change in project

Alert

Subproject

Fixed Start Fixed Finish

Manual date change in project

Date change

Integration
A task that represents a subproject must not contain any subtasks in the master project. Apart from this, it behaves like a normal task that you can process and confirm.

Prerequisites
Your system administrator has permitted the use of subprojects for the current project type (see Customizing for Collaboration Projects, IMG activity Define Project Types). You have at least display authorization in the subproject. You have entered persons responsible for the task in the master project and for the project definition of the subproject (see Creating Basic Data for a Task [Seite 54] or Creating Basic Data for a Project Definition [Seite 43]). Note the prerequisites under Alerts [Seite 67] if you want the system to be able to inform the responsible persons about changes.

Features
When you create the inter-project link, the project lead of the subproject receives a message to inform him about the inter-project link. The message contains the dates for the task that belongs to the master project. The project lead can adjust the dates of the subproject manually; there is no automatic adjustment. Messages are also sent in the following cases: If a date is changed in the master project or subproject If the master project or subproject is deleted If the inter-project link is deleted A task that represents a subproject is shown by the following icon in the project structure of the master project: Task for Subproject. An additional area that contains information about the master project appears on the Basic Data tab page for the project definition within the subproject (see Creating Basic Data for a Project Definition [Seite 43]).

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Activities
..

1. Create a task that you want to represent a subproject or navigate to a task that already exists. 2. On the Basic Data tab page, enter the number of the subproject that the task is to represent. When you save, the system creates the inter-project link and displays the name of the subproject. You can display the subproject data by clicking the name of the subproject. If you have authorization to edit the subproject, you can switch to change mode after you have opened the subproject by choosing Display/Change. 3. To delete the inter-project link, delete the entry under Subproject.

Work with Mirrored Tasks
Use
If tasks or phases of a project are influenced by another task (original task [Extern]) in a different project, the project leader of the dependent project must be informed about changes made to the original task. You can include the original task as a mirrored task in the structure of the existing project, for this purpose. The following graphic explains the scenario:

Project with Original Task

Dependent Project

Fixed Start Fixed Finish

Fixed Start Fixed Finish

Assign original task Original task Mirrored task (inherits dates of original task)

The system transfers the earliest start date of the original task from those determined by the system as the fixed start date for the mirrored task and the latest finish date of the finish dates determined by the system as the fixed finish date for the mirrored task.

Earl./Latest Start: 7th March / 4th March Earl./Latest Finish: 1st April / 29 March Fixed dates of the task: 4th March – 1st April
th

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If the dates for the mirrored task are outside the limits of the superior project element, the system issues a warning. If you create relationships between the mirrored task and other tasks, the mirrored task dates influence the dates of the linked tasks when scheduling.

Prerequisites
Your system administrator has permitted the use of mirrored tasks for the current project type (see Customizing for Collaboration Projects, IMG activity Define Project Types). You need at least display authorization for the original task to be able to create a mirrored task. To display the original task, you also need display authorization for the project definition to which the original task belongs. Note the prerequisites under Alerts [Seite 67] if you want the system to be able to inform the responsible persons about changes.

Features
You can make the following changes to the mirrored task: Enter a name Change authorizations Set a manual severity Edit relationships with other tasks [Seite 78] Delete mirrored tasks This also deletes the link to the original task. The data of the original task is visible in the dependent project but you cannot change it. Even if you have authorization to make changes in the original task, you still cannot change the data. If the original task has subtasks, they are not visible here. If the dates of the original task change or if the original task is deleted, the person responsible for the project element to which the mirrored task is assigned is informed. The person responsible for the original task is only informed when the mirrored task is created and deleted.

Activities
To create a mirrored task, proceed as follows:
..

1. In the project structure, navigate to the project element below which you want to create a mirrored task. 2. Choose Mirrored Task in the dropdown box above the structure tree and then choose Create. The mirrored task appears with the following icon in the project structure: Task 3. Assign an original task. Mirrored

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Work with Programs
Use
Larger projects are often realized in several different projects that belong together. In order to map these complex project structures, you can assign other projects or programs to a project with the project category program; this gives you an overview of the whole context. A program has neither tasks nor checklists, only a project definition and the phases that are relevant to all projects. The project definition and the phases can contain objects such as documents, collaborations, or object links. The following graphic explains the scenario:

Program 1

I

II

III

Project 1

Program 2

I

II

III

I

II

III

Project 2

Project 3

I

II

III

I

II

III

Prerequisites
Your system administrator has created a project type with the project category program (see Customizing for Collaboration Projects, IMG activity Define Project Types). You have at least display authorization for the projects or programs you want to assign. Note the prerequisites under Alerts [Seite 67] if you want the system to be able to inform the responsible persons about changes.

Features
If you assign a project or another program to a program, you can transfer the phases of the project or program to the program automatically or manually according to the phase type. However, automatic assignment only works if no assignment already exists. Changes made to the dates in the program phases trigger a message which informs the persons responsible for the assigned phases. In the same way, the person responsible for the program receives a message if the dates of the assigned phases change. The assigned projects and phases do not appear in the project structure but on two separate tab pages:

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you can use the Assign Phases function to assign a selected project phase to a program phase. You can branch to the project elements from the multi-project monitor and edit them. you can switch to change mode here. the system does not make an assignment. Create a project with the project type program (see Creating a Project Definition [Seite 31] ). 5. Program You can expand a program phase to display the assigned phases and the structures they contain. Assign other projects to the project on the Assigned Projects tab page.. If you have the appropriate authorization. the system assigns the first phase with this phase type. 1. The tab page is available on the program phase level. 3. The tab page is available on the project definition level.2008 On the Assigned Projects tab page. You can also use the multi-project monitor to display the following inter-project link scenarios in graphical form with more display options than in the graphical view: Subproject You can expand a task with a subproject to display the subproject and the structure it contains. Collaboration Projects 145 . This enables you to display all objects below the original task. Mirrored task You can expand a mirrored task to display the original task and the structure it contains. 4. If the assigned project contains several phases with the same phase type.09. Select a project and choose Phase Assignment. Navigate to the project definition in the project structure. You can open the assigned projects or phases from the overview in display mode. you assign the projects to the program that belong to the program. You also select the phases of the assigned projects that you want to assign to the program phases. You get an overview of all phases in the current program and all phases in the assigned project. Activities . 2. Multi-Project Monitor You use this function to call and compare multiple projects. The Assigned Phases tab page displays all phases that are assigned to the program phase. In manual assignment.SAP Online Help 12. tasks. This enables you to display all objects below a subproject in graphical form. the system assigns the phases to each other according to their phase type. If the program does not contain any phases with the same phase type. Either choose Automatic Assignment or make an assignment manually. or checklist items at the same time. In the automatic assignment.

you can change the header of the multi-project monitor. Prerequisites You have selected multiple projects. the system automatically uses the calendar view that best suits the duration of the process. These are displayed in red unless they have already been marked as milestones.SAP Online Help 12. the system automatically positions the calendar in such a way that the start of the project element appears at the left edge. The view does not contain the dates from the object links. the entire duration of the project and all displayed rows are printed. tasks. it is displayed multiple times. When you select a project element in the structure.2008 Note If an object is used in more than one project that you are displaying in the multi-project monitor. the system automatically positions the calendar in such a way that the start of the project element appears at the left edge. or checklist items in the dashboard and chosen Open Multi-Project Monitor. You can close this window when you have finished making your changes. In the standard system. The relationships of a particular task are only displayed in the multi-project monitor if you are currently displaying the superior project of the task in the multi-project monitor. The Navigate button allows you to specify the section of the project you want the system to display in the multi-project monitor. Checklist items are indicated by (Checklist Item). Checklists are only displayed in the structure tree and not in the graphic. To make your changes visible in the multi-project monitor. End of the note. the system opens a new window. choose Refresh.09. If you selected the Overview view. Collaboration Projects 146 . Note When you select a project element in the structure. The Print Preview button allows you to set print parameters and display the current appearance of the graphic for printing. End of the note. Display Tasks you marked as milestones are indicated by (Milestone). End of the note. If you want to create a title for the printout. Tasks whose buffer is less than or equal to 0 are part of the critical path. You use the Print button to print the current project. Features General Functions You can choose which view of the calendar you want the system to display in the multi-project monitor from the View dropdown box. Note When you edit a project element in the multi-project monitor.

The system does not differentiate between upper and lower case. phases. "Project B". Note If you set the filter for the object type tasks. The dropdown list contains system statuses and customer statuses from the status profiles that are used in the project structure. "Project A". The system automatically selects all lower-level elements of these project elements even if they are not currently visible in the tree. xyz". 5. select the checkbox under Filter for all project elements to which you want to apply the filter. 6. Enter a generic character string as the project element name. projects. the system filters by all project elements whose names start with "Proj". 2. Collaboration Projects 147 . Select one or more values for the criticality level. Open one or more project elements in the multi-project monitor. the system only filters the task by the conditions project element name. 8. The system then displays all projects in the filter result whose time frame (calculated start date to calculated finish date) is partly or completely within the time frame specified. Choose Set Filter. Select a start and finish date for the time frame. End of the example.2008 Setting the Filter in the Multi-Project Monitor You can set a filter with certain conditions in the multi-project monitor. for example.09. The character * represents any character string and the character + stands for any character. and system status. 7. or tasks. or "proj. Since mirrored tasks do not have all the attributes of a task. for example. Select the object types you want to include. End of the note. You can use the standard wildcard characters here. Here. Note The filter condition time frame is not relevant to checklists or checklist references because these project elements do not have any dates. 4. time frame. 3. Select one or more values for the status. End of the note. In the structure tree on the left.SAP Online Help 12. the system only filters the checklist by the condition project element name. the system also takes checklist references into account. the system also takes mirrored tasks into account. If you set the filter for the object type checklist. The system uses the earliest or latest dates that are defined in the user settings to calculate the start and finish date. Procedure 1. Example If you enter Proj*.

select a person or business partner who is responsible for the project elements to be filtered. The system then displays the following fields that you can use to define additional filter conditions: Milestone Task Type Percentage Complete Result The system displays the filter results in a list. You can restrict the result further as required by choosing Set Filter again. If you choose Reset Filter. If you choose Delete Filter. 14. Enter a generic character string for the group and search field. The system does not differentiate between upper and lower case. the system resets the filter to the initial conditions. The system retains the previous filter conditions. You can use the search help to do this by searching for the person or business partner by their role. as required. or name. 12. 12.SAP Online Help 9. The following version types are available: Snapshots Snapshots enable you to create a momentary representation of an operational project so that you can track the status of the project at different times. which you can refine. The system then displays the following fields that you can use to define additional filter conditions: Process Mandatory Relevant for Approval If you set the filter for tasks. the system displays the unfiltered view with all project elements. Choose Apply to start the filter function. the system shows attributes that you can only set for tasks. Select one or more values for the priority. If you set the filter for tasks and/or checklist items. Project Versions Use This function enables you to create project versions [Extern] based on project templates and for operational projects. You can use the standard wildcard characters here.09. Select the responsible project role type you require. Under Responsible. The character * represents any character string and the character + stands for any character. Simulations Collaboration Projects 148 . the system shows attributes that you can only set for these two object types. Snapshots cannot be changed. 13. user.2008 10. Choose Cancel if you do not want to start the filter function. 11. The filter result then contains all the project elements whose responsible role belongs to the project role type selected here.

The system copies all project data to the project version for both version types. you can either display the accounting data of the operational project or perform costing for the simulation again. The user interface is the same as that for an operational project although the fields for a snapshot are not ready for input. you cannot choose here. The object links are references to the operational objects. for a simulation you can assign any project number because a project in a version can have several simulations. The actual costs are not transferred to a simulation. or without a template. The actual simulation data cannot be transferred to Controlling. The status is an exception to this. the system copies the costing to the simulation and you can perform costing for the simulation again. You can change most of the simulation data. You can save simulations and call them again later on. the system copies the costing to the snapshot. Simulations enable you to test. Existing object links are also transferred to the project version.SAP Online Help 12. Features Note that the current Customizing settings always apply in the case of project versions. for example. The settings do not have versions. The system does not take the simulation data into account in Workforce Management Core [Extern]. it cannot be changed.2008 You can create simulations for operational projects. In a snapshot. Snapshots If you create a snapshot of an operational project that has not been transferred to Controlling yet. Prerequisites Your system administrator allows versions to be used for the current project type (see Customizing for Collaboration Projects. If you create a simulation of an operational project that has not been transferred to Controlling yet.09. the effects certain changes will have on an operational project. A project version is always based on a version [Extern]. If the changes produce the desired result. However. IMG activity Define Project Types). for project templates. the project number always corresponds to the number of the operational project because there can only ever be one snapshot for a project in a version. The project version number is made up of the version number and the project number. See also: Work with Versions [Seite 150] Creation of Simulations und Snapshots [Seite 151] Creation of Snapshots in the Background [Seite 153] Collaboration Projects 149 . If the project has already been transferred. The actual snapshot data cannot be transferred to Controlling. Simulations You can perform costing for project roles and resources for simulations. the system displays the accounting data of the operational project. but not the objects themselves. If the project has already been transferred. you can reconcile the simulation with another simulation or with the operational project.

To open version management. the validity. There are global versions and local versions: Global versions are intended for use across the whole enterprise. go to the Versions initial view and select the Version Type. A version for the version type simulation can contain any number of simulations.. the version number. Features Versions specify the basic data for project versions [Extern]. for example. Prerequisites You defined input templates in Customizing for Collaboration Projects by choosing Structure Define Permitted Version Numbers. and delete versions. For more information. edit.09. We recommend that you assign authorizations for creating global versions and local versions separately. You need authorization for the CPRO_VSHDR authorization object to create and delete versions. Local versions are intended for use in your own evaluations. and the version type (simulation or snapshot).2008 Reconciliation and Comparison of Versions [Seite 153] Deletion of Project Versions [Seite 156] Work with Versions Use You use this function to create. see SAP Solution Manager under Solutions/Applications SAP PLM Configuration Structures SAP cProject Suite 4.SAP Online Help 12. Note the following when entering data: The input template specifies the form the version numbers take: + stands for a single character * stands for a string of characters of any length at the end of the version number. Then choose Version Management.50 Basic Settings for cProjects Business Customizing Making Settings for Version Management. Activities . you have to create an individual version for each snapshot. A version for the version type snapshot can contain any number of snapshots for different projects or project templates but only ever one snapshot for a project or template. the maximum length is 24 characters Collaboration Projects 150 . If you want to create more than one snapshot for a project or template.

you cannot use the version. the system does not copy the link. If you create a project version for a project that is the target of a project link.SAP Online Help 12. see Multi-Project Management [Seite 140]. for example. You can only delete those versions that do not contain project versions. If you do not enter a validity. the link is copied and refers to the linked operational object. You select an input template SIM*. This applies to the following projects: Part of a program Subproject Project that contains an original task for a mirrored task For more information about linked projects. the simulation of a master project is assigned the link to the operational subproject. IMG activity Define Project Types).2008 The version can only be used to create a simulation or snapshot if it has been released and is valid at the time of creating the simulation or snapshot. see Deletion of Project Versions [Seite 156]. Your version number must start with SIM and be 6 characters long in total. master project for a subproject. Example You select an input template SIM+++. Procedure Note the following: If you create simulations or snapshots for a project that is linked to another project (program. You created a version (see Work with Versions [Seite 150]). or a project with a mirrored task). you create a simulation of a program. In the same way. If it has been selected. If. If you create a simulation without a template. the simulation is also assigned the operational projects that belong to the program. They are then deleted in the archiving deletion run. you can archive the simulations and snapshots for this version but cannot delete them manually. Creation of Simulations and Snapshots Prerequisites Your system administrator allows versions to be used for the current project type (see Customizing for Collaboration Projects. Collaboration Projects 151 . For more information. The system automatically transfers the Archived indicator from Customizing. You have administration authorization for the project or project template for which you want to create simulations or snapshots. you only need the general authorization for creating projects. Your version number must start with SIM and can be of any length although the maximum total length is 24 characters.09.

Choose Create. you create a simulation with all the data and the project type of the template. See also: Creation of Snapshots in the Background [Seite 153] Collaboration Projects 152 . you create the simulation for the operational project you chose as the template. 2. change the data if necessary and save the simulation.. or Simulation. Therefore. 5. Enter the version for which you want to create a project version. Choose Continue. The system saves a snapshot automatically because you cannot change any data here. you create a simulation manually. For a snapshot the system copies the authorizations from the operational project. You can make changes to a simulation. Project Template. For simulations: The project number you want to assign to the simulation The template type you want to use If you choose No Template. If you choose Project. Save the project. 6.SAP Online Help 12. Choose Create and enter the data. Choose the Snapshots or Simulations tab page. Enter the following data: For snapshots: The project number of the project for which you want to create the snapshot. 1. Open the Project Versions tab page in your project. 3. When you choose Project. this simulation does not contain any data. 2. Creating Simulations and Snapshots from Project Processing . 7. Once you have created a simulation.09.2008 Creating Simulations and Snapshots from the Initial View . Choose Create.. Result You created a project version. For a simulation you automatically keep the administration authorization. You can also perform a reconciliation and a comparison [Seite 155]. Select the version type you want to create. Open the Versions initial view. 3. 4. 5. 1. You can enter a project type straight away or after you created the simulation. 4.

the system checks the validity of the possible versions and creates a project version with the version that is currently valid. It is not possible to create them in accordance with specific business transactions. Collaboration Projects 153 . CCMS Note that you have to create a separate version for each snapshot you create in the background because you can only use a version once for a project.2008 Creation of Snapshots in the Background Use You can create snapshots manually or let the system create them automatically at a given time. Enter a placeholder for the first characters of this name (for example. Reconciliation and Comparison of Versions You use this function to compare or reconcile certain project data. Then release them. However. When you carry out the batch job.09. choose Tools Jobs Definition in the cProjects back-end system. it could be because: The version has not been released The version was not valid at the appropriate point in time A snapshot already exists for the current project in the specified version Activities To create a snapshot manually in the cProjects back-end system. SNAP*) as a version in the batch job. it is only possible to compare or reconcile the project data if the projects are based on the same templates or if the project versions belong to the same project. To schedule the creation of snapshots in the background.SAP Online Help 12. choose Collaboration Projects Versions Create Snapshots in the SAP Menu and enter a version number and project number. Features A log is available after you have carried out this function and contains the following information: Versions that match your selection criteria Versions in which snapshots can currently be created Success message stating that a snapshot was created for the project you entered If a snapshot could not be created. Messages in the log inform you about which versions are valid and in which version a snapshot was created. You want to create a snapshot every month for a whole year: Create twelve versions each with a validity period of one month and whose names all start with the same characters.

Here you can choose whether you want the system to display all the values. No data is changed. there is no automatic reconciliation. For a reconciliation. yellow.SAP Online Help 12. If you expand the structure on one side. the system automatically expands the corresponding structure on the Collaboration Projects 154 . the system takes the following data into account: Project element data Status Documents Collaborations Object links Authorizations Note Some data cannot be reconciled. Clicking a traffic light gives you a detailed view of which data is different and which data is the same. the status of the target project still permits changes (status Created or Released). for example: o o o o All project element data whose status in the target project does not permit any more changes Data that cannot be changed in general (for example. You decide which project elements are to be transferred. In a reconciliation you can transfer the data of a version to a simulation or an operational project. or only the matches.2008 Integration You use version reconciliation to upload Microsoft Project data to cProjects (see Importing of Project Data). even if there are differences. and green traffic lights to show which parts of the data are different and which parts are the same. only the differences. administration data) Relationships Resources End of the note. the system uses red. no data exists. Snapshots are not reconciled. The system uses yellow traffic lights to display differences that you cannot change with a reconciliation. Prerequisites Your system administrator has permitted the use of versions for the current project type in Customizing for Collaboration Projects. by choosing Define Project Types. In both functions. You have authorization to display the project or version. Features In a comparison the system displays two projects or versions next to each other. In both cases. If the system does not display any traffic lights.09.

If you want to reconcile all data of the selected project element. open the detail view by clicking a traffic light and then select the data you want to reconcile. choose Reconcile. Choose the version type Simulation in the Versions initial view. Choose the version type you want to compare in the Versions initial view.SAP Online Help 12. If you want to reconcile individual parts of the project element data. Choose Reconcile. The system searches for projects that you can reconcile with the project you entered. 5. 6. The system compares the information in the selected projects. 1. 6. Choose Identify Projects for Comparison. 1. In the column with the traffic lights. Performing a Reconciliation . Select the project elements whose data you want to reconcile with the data of the target project. The system searches for projects that you can compare with the project you entered. 4. Select a project from under Project for Comparison and choose Compare. Choose Identify Projects for Comparison. 4. 3. The system only displays the differences at first. 7. You can also display only the matches or all the fields. The system compares the information in the selected projects. select the relevant entry and then choose Set Filter... Enter the simulation you want to reconcile with another project. End of the caution. You have to start from the Projects initial view if you want to compare one operational project with another. Choose Compare. 2. Caution You cannot delete project elements by reconciliation in an operational project. Enter the version and the operational project that you want to compare with another project. 3. 2.2008 other side. you cannot delete elements from the source version if they do not have a corresponding element in the target version. Collaboration Projects 155 . Select a project from under Project for Comparison and choose Reconcile. 8. 5. click a traffic light. See also: Performing Reconciliations and Comparisons Performing Reconciliations and Comparisons Performing a Comparison .09. If you want to see more detailed information about the traffic lights. In the reconciliation.

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The system only displays the differences at first. You can also display only the matches or all the fields. In the column with the traffic lights, select the relevant entry and then choose Set Filter.

You cannot select data that does not contain any differences or for which a reconciliation is not possible. If the simulation contains project elements that do not exist in the target project, you can only select the first project element each time below an element that exists on both sides.

Example
You reconcile the following structures:

A A1 A2 B C
C1

A A1 A2 B

Task C and subtask C1 do not exist in the target project. You can select task C but not C1 because C1 does not have a superior element that exists in both structures. If you choose task C for the reconciliation, the system creates subtask C1 in the target project automatically.

Deletion of Project Versions
Use
You use this function to delete snapshots and simulations.

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Integration
You can only delete project versions [Extern] if archiving has not been activated in the relevant version. If archiving has been activated in the version, you can only delete the project versions via archiving: Deleting project versions with an operational project or a project template When you archive a project, the system checks whether project versions exist for this project that have been marked as relevant to archiving. If such project versions exist, the system archives them together with the operational project or the project template. If project versions exist for the operational project or template that is being archived, that are not relevant to archiving, the system deletes the project versions with the archiving deletion run. Deleting project versions without an operational project or project template If you want to delete a project version for which there is no template, or if you want to delete the project version independently of the template, use your own archiving run.

Activities
..

1. Open a project version. 2. Choose Delete. 3. Confirm that you want to delete the object.

Object Links
Business objects important to a project can be located in different systems. Since it is important to have an overview of these objects directly in cProjects, you can connect the objects which you defined or activated in Customizing for Collaboration Projects to the application as object links. You define or activate the objects under Connection to External Systems Object Links in SAP Systems Make Settings for the Linked SAP Objects or Structure Define Object Types for Object Links . The following objects support object links: Project definition in template Project template Checklist in template Checklist template Phase Phase in template Task Task in template Checklist item Checklist item in template

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SAP Online Help Control plan version Control plan version in template Project role Project role in template Caution

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If you are working with an initiative, "project" is synonymous with "initiative" in the following sections. End of the caution. Note You cannot make any changes if you opened a snapshot. End of the note.

Integration
You can take linked objects into consideration in the evaluations you perform for your project. The Threshold Values pushbutton enables you to display the threshold value violations for an object link and set a manual severity.

Activities
Carry out one of the following activities: Creating an Object Link Editing an Object Link Opening a Linked Object for Editing The option is available only if your system administrator made the appropriate settings. Displaying Linked Object Data The option is available only if your system administrator made the appropriate settings. Deleting an Object Link

Creating an Object Link
Use
You can create object links to existing objects and other cProjects projects. If the object you want to link to does not exist, you can plan a link and link to the object at a later point in time.

Special Characteristics of the Quality Notification (QM) Object Type
If you want to create a link to a quality notification, you can create a new notification in the SAP system directly from cProjects and link it to a project element. To do this, choose the object type Quality Notification (QM) (Creation Optional). If the notification type you enter requires an external number assignment, you have to enter a number. If the notification type

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does not permit external number assignment, the system assigns the number automatically and you cannot enter it manually.

You can use the OLR3_NOTIFICATION BAdI to specify that certain data, for example, the number or the notification type is assigned automatically. The BAdI can be found in the SAP system in Customizing for Integration with Other SAP Components under BAdI: Creating a QM Notification.

Prerequisites
You opened a project, task, or checklist item from the Projects, Tasks, or Checklist Items initial view and are on the Object Links tab page (see also Opening a Project or Project Version [Seite 17]). An object type without a group is available when you create an object link if the object type is active and the current project element type is permitted. An object type with a group is available when you create an object link if the object type and its group are active and the current project element type is permitted. When you copy or paste object types, the system does not check whether object types or groups are active or whether there are restrictions on project element types.

Procedure
Depending on the settings made by your system administrator, the automatic existence check and the search function may not be available.

Creating an Object Link to an Existing Object
..

1. In the structure tree [Seite 41] navigate to the project element for which you want to create an object link. 2. Choose Create. 3. If you want to use the groups of object types for object links, select a grouping. 4. Under Link to, select the object type you want to link to. 5. Enter the data of the object. 6. Do not select the Identify Object Later indicator. 7. Enter a name, if required. If you do not enter a name, the system transfers the name of the linked object during the existence check. 8. Choose Continue. The system checks whether the object you entered exists in the source system and then creates the link. You can edit the linked object [Seite 160]. 9. Save the project.

Planning an Object Link to an Object That Does Not Exist Yet
..

1. In the structure tree [Seite 41] navigate to the project element for which you want to create an object link. 2. Choose Create. 3. If you want to use the groups of object types for object links, select a grouping. 4. Under Link to, select the object type you want to link to.

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The system does not carry out an existence check in the source system of the object. The system carries out the check once you have entered the identification. 6. Enter a name, if required. If you do not enter a name, the system transfers the name of the linked object later on during the existence check. 7. Leave the remaining fields blank. 8. Choose Continue. The system sets up the object link and marks it as Object has not been identified. You can edit the link later on (see Editing an Object Link [Seite 160]). 9. Save the project.

Editing an Object Link
Prerequisites
You opened a project, task, or checklist item from the Projects, Tasks, or Checklist Items initial view and are on the Object Links tab page (see also Opening a Project or Project Version [Seite 17]). The object of the object link has not been identified yet.

Procedure
..

1. In the structure tree [Seite 41] navigate to the project element whose object link you want to edit. The system displays all existing object links for this project element. 2. Select the object link you want to edit and choose Edit. 3. Make the desired changes and choose Continue. The system saves the changes. If you enter an identification for an object that has not yet been identified, the system checks whether the object exists in the source system (provided that your system administrator made this setting). 4. Save your entries.

Opening a Linked Object for Editing
Use
You can edit a linked object by calling the application in the source system from cProjects.

This option is only available if your system administrator made the appropriate settings.

Prerequisites
You have opened a project, task, or checklist item from the Projects, Tasks, or Checklist Items initial view and are on the Object Links tab page (see also Opening a Project or Project Version [Seite 17]).

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09. The system displays all existing object links for this project element.SAP Online Help 12. or Checklist Items initial view and are on the Objects tab page (see also Opening a Project or Project Version [Seite 17]).2008 Procedure . In the structure tree [Seite 41] navigate to the project element whose object link you want to edit. click the link to the object link whose data you want to display. The system displays all existing object links for this project element. 6. The selection appears if there is more than one possible initial access view. without having to call up the application in the source system. Select the transaction you want to use to edit the object.. 1. Choose Open in the Application column. The option is available only if your system administrator made the appropriate settings. Deleting an Object Link Prerequisites You have opened a task or a checklist item from the Projects. Procedure . Close the window. 1. 2. The system displays the object data. Procedure . Displaying Linked Object Data Use You can display the data of a linked object directly in cProjects.. task. The system opens the application so you can edit the object in a separate window. Tasks. or Checklist Items initial view and are on the Object Links tab page (see also Opening a Project or Project Version [Seite 17]). 3. Prerequisites You opened a project. Tasks. Log on to the source system. Edit the object and save your changes. Collaboration Projects 161 . if required.. In the Identification column. or checklist item from the Projects. 2. 5. In the structure tree [Seite 41] navigate to the project element whose linked object you want to edit. 4.

Automatic) (C) WBS Element Manual Multilevel Controlling (Structure Element. You can activate required capacity as work in progress. located below the overview. Accounting Integration Use You want to monitor the costs and revenues throughout the duration of the project.2008 1. Save your entries. Once the project has started. You can distinguish between the controlling methods by the following criteria: Task-based or role-based Account assignment object: Internal order or WBS element Manual or automatic The following table gives you an overview of the controlling methods that are available: Internal Order Automatic Task-based Manual Internal Order (Structure Element. You can measure the success at the end of the project. 2. 3. by the integration of sales pricing. Project controlling is governed by the controlling method you assigned under Define Controlling Scenario. You can use this function to carry out preliminary costing for the costs and revenues. Select the object link you want to delete and choose Delete. Settings in Customizing for SAP ECC You made the settings in Controlling by choosing Integration with Other SAP Components Collaboration Projects Controlling. Quotation creation is also supported. In the structure tree [Seite 41] navigate to the project element whose object link you want to delete. and depends on the project type. by choosing Connection to External Systems Accounting Integration Activate Integration.09. Prerequisites You need to make settings in Customizing for Collaboration Projects and Customizing for SAP ECC: Settings in Customizing for Collaboration Projects You selected the Controlling in mySAP ERP setting as the Accounting Integration Scenario in Customizing for Collaboration Projects. Manual) (I) Automatic Multilevel Controlling (Structure Element. Manual) (B) Collaboration Projects 162 . Integration To be able to use the functions of accounting integration.0. you have to implement the Internal Orders (CO-OM-OPA) application component and Project System (PS) in SAP ECC 6.SAP Online Help 12. The system displays all existing object links for this project element in an overview. you can analyze the costs and compare them to the planning data at any time.

you can call it up for editing in SAP ECC. Manual) (J) Multilevel Controlling (Project Role. see Easy Cost Planning for Internal Orders [Extern] or Easy Cost Planning in the Project System. If you use a project type for which accounting integration is active. When you click an account assignment element. you can perform costing again for these changes to determine the effects on costs and revenues. the system displays the costing results of the last costing. Costing If you have already created a costing. If you made changes to the costing-relevant data in your project. For more information. You can create an ad hoc cost estimate [Seite 176] here before the transfer takes place. Automatic) (D) Multilevel Controlling (Project Role. the system displays controlling information for the account assignment object read from SAP ECC. You specify what these functions are in Customizing for Collaboration Projects. it is only possible to call the cost estimate for the account assignment object as a service in the Account Assignment view. If you have already assigned account assignment objects and have saved the assignment. When you choose Detail Data. Features Preliminary costing [Seite 173] gives you the option of planning costs and revenues before the project starts. Automatic) Internal Order (Project Role. and settlement also take place on the account assignment objects. The downstream processes.09. billing. Controlling [Seite 180] for the operational project takes place for one or more account assignment objects (internal orders or WBS elements). you can exit the project without saving. in the field help for the Controlling Method column. such as budgeting. You can also use it to determine a price for the quotation [Seite 178]. Manual) (A) For more information about the individual controlling methods. You use the system settings to define which information you can see in detail here. results analysis. the Accounting tab page is available in cProjects with the following views: Account Assignment This view is available in multilevel controlling and is available in single-object controlling for internal orders once the transfer has taken place. Once you have created it. This discards the changes and the new costing values and Collaboration Projects 163 .2008 Role-based Internal Order (Project Definition. For more information about Easy Cost Planning in the Project System. see Customizing. see SAP Library for SAP ERP under SAP ERP Central Component Financials Project System (PS) Costs Cost Planning Easy Cost Planning and Execution Services Easy Cost Planning in the Project System. You can call these functions in SAP ECC. see Single-Object Controlling for Internal Orders [Seite 182] or Multilevel Controlling [Seite 183]. Additions you make to costing are displayed in cProjects as aggregated to the project definition. Easy Cost Planning is then called for the selected account assignment object in SAP ECC for editing. by choosing Connection to External Systems Accounting Integration Define Object Links for Accounting Integration Service for an Object Type. If you only made a change to determine its effects on the costs and revenues. For more information.SAP Online Help 12. the system displays functions (services) for this account assignment object. The data that is relevant to accounting in the project is transferred to the account assignment objects in SAP ECC for this purpose.

Projects with a role-based controlling method only show costing results for roles. and a manual controlling method is assigned to the new project type. the roles can only have any influence by means of the assignments to the individual tasks. After transfer. the status Flagged for Transfer or To Assign is automatically revoked. The cost/revenue rate is specified in the attributes for the business partner role resource. If you save the project with the changes and the new costing results. the controlling method changes from manual to automatic. depending on the project type: If accounting integration has not been activated for the new project type (using the No Integration scenario in Customizing for Collaboration Projects under Activate Integration). the system transfers the required capacity of the project role and the cost/revenue rate of the resource to calculate the costs for the time frame of the staffing. General Information About Accounting Integration The following documents contain information that applies to all aspects of accounting integration: Costing Logic [Seite 164] Assignment of Cost/Revenue Rates [Seite 167] Derivation of Organizational Data [Seite 168] Costing Logic In cProjects you can enter planned times as either required capacity for tasks or required capacity for project roles or resources. the project type can no longer be changed. This is governed by which controlling method you choose in Customizing. the status automatically changes from To Assign to Flagged for Transfer. If an automatic controlling method was assigned to the old project type. In order to represent both of these options in costing. in the opposite case. If you change the project type. In the case of a task-based controlling method. The system uses the cost/revenue rate you assigned in Assignment of Cost/Revenue Rates [Seite 167] for the required capacity of the project role not covered by the staffing. Projects with a task-based controlling method can only show costing results for cProjects tasks. this can have the following effect on the status [Seite 250].09. the costing with the new values is saved in the account assignment object in SAP ECC. If. you can carry out task-based or role-based costing.2008 the project and costing return to their previous states.SAP Online Help 12. Role-Based Controlling Once you staff a project role with a resource. Collaboration Projects 164 . the status Flagged for Transfer is automatically changed to the status To Assign.

. The required capacity of the project role is added to the required capacity of the resource as described above according to the distribution over periods. Different revenue which you entered for the project role 2.09. If you want to use a different value for the costs and revenues in a particular project. and 2 days in May. a distribution can also be specified when staffing this project role with a resource. Plan price from cost center accounting . If. If the role type of the project role permits distribution (if you selected the Distribution indicator in Customizing for Collaboration Projects..2008 You planned a required capacity of 30 person days for a project role. If the project role permits distribution. If this indicator is selected. of Costs indicator must be selected in Customizing. The system calculates 20 person days using the cost/revenue rate of the resource and the 10 unstaffed days with the cost/revenue rate of the project role. 5 for March. Evaluation Date Fixed or calculated start of role Other Information 1. Reports in SAP NetWeaver Business Intelligence allow you to compare these rates with those that come from the rates specified in Customizing. The system only checks the second strategy and so on if the first strategy cannot be used.SAP Online Help 12. Plan price for the resource in cost center accounting Start of staffing of role with resource or fixed or calculated start of role Internal resources are resources assigned to the SAP business partner role Collaboration Projects 165 . Costs per activity unit for the role in Customizing 3. The resource plans to work 3 days in February... Costs/ Revenues Costs for project role Calculation Strategy per Activity Unit . The calculation is the same for the other periods. only the total required capacity is used for costing as described above. You have staffed this project role with a single resource. by choosing Resource Management Basic Settings for Project Roles Define Project Role Types) and the required capacities have been entered in periods. and 10 for May. Fixed or calculated start of role Costs for internal resources 1. Revenues for project role 1.. Costs per activity unit for the role in Customizing . However. The following table shows in detail how costs and revenues for project roles and resources are calculated. Costs per activity unit for the resource in Customizing 2. however. the system transfers the required capacity for each period and the cost/revenue rate for performing costing for the relevant period. The system calculates 3 person days for February using the cost/revenue rate of the resource and the 7 unstaffed days with the cost/revenue rate of the project role. the Distr. 1 day in March. You distribute the required capacity for a project role according to the period type month and have planned a required capacity for 10 person days for the month of February. The system first checks whether the first strategy can be used. you can overwrite the cost/revenue rate of the resource by entering a cost rate in the Cost Difference field or a revenue rate in the Revenue Difference field. you want to include the required capacities in periods in costing.. you staffed this project role with a resource for 20 person days. Different costs which you entered for the project role 2.

Costs per activity unit for the resource in Customizing 2. The cost/revenue rate can also depend on the responsible organizational unit: If you entered a responsible organizational unit for your project (see Creating Additional Data for a Project Definition [Seite 44]) and if a special cost/revenue rate exists for it in Customizing for cProjects. Different costs which you entered for the project role 4. Revenue per activity unit for the role in Customizing Start of staffing of role with resource or fixed or calculated start of role Strategy three is only used if the resource does not have its own cost/revenue rate assigned to it. Revenues for internal or external resources 1. Start of staffing of role with resource or fixed or calculated start of role External resources are resources not assigned to the business partner role employee. you have assigned a project role to this task for 20 person days. So far. the general rate is used. this cost/revenue rate is included in costing too. The following table shows in detail how costs and revenues for tasks and project roles are calculated. 3. Staffing a role with a resource does not influence costing in task-based controlling.. Task-Based Controlling If you specified a cost/revenue rate in Customizing for the task type.09. If a role is assigned to the task. Different revenue which you entered for the project role 2. Revenue per activity unit for the resource in Customizing 3.. Costs per activity unit for the role in Customizing 5. You planned a required capacity of 30 person days for a task. The system calculates 20 person days using the cost/revenue rate of the project role and the 10 unstaffed days with the cost/revenue rate of the task. Strategies three to five are only used if the resource does not have its own cost/revenue rate assigned to it. Costs/ Revenues Costs for task Calculation Strategy per Activity Unit 4. Plan price for the role in cost center accounting . Different costs which you entered for the task 5.SAP Online Help 12.2008 employee. Costs for external resources 1. Strategy two is only used if the resource does not have its own cost/revenue rate assigned to it.. Costs per activity unit for the role in Customizing .. If you have not defined a special rate. Costs per activity unit for the task in Customizing Evaluation Date Fixed or calculated start of task Other Information Collaboration Projects 166 . the cost/revenue rate of this role is used. The system only checks the second strategy and so on if the first strategy cannot be used. costing uses this rate. The system first checks whether the first strategy can be used.

Assignment of Cost/Revenue Rates Use Depending on whether you want to perform costing based on tasks or based on roles. Revenues for Roles 13. You can enter the cost/revenue rate on the Costing tab page. The tab page for accounting integration is then visible in cProjects. You can enter the cost/revenue rate on the Additional Data tab page.SAP Online Help 12. Costs per activity unit for the task in Customizing Start of assignment of task to role Strategies three and four are used if the role does not have its own cost/revenue rate assigned to it.09. Plan price for the role in cost center accounting 11. Different revenue which you entered for the task 16. 1. Different revenue which you entered for the project role 14. Costs per activity unit for the task in Customizing Fixed or calculated start of task Costs for roles 8. Different costs which you entered for the project role 9. Task-Based Scenario: You are on the Structure tab page of a project and have selected a task. you assign a cost/revenue rate to the tasks or the project roles or resources for which you want to perform costing. Your system administrator activated accounting integration for the project type of the current project. You are on the Resources tab page of a project and have selected a role.2008 Revenues for task 6. Collaboration Projects 167 . Different costs which you entered for the task 12.. Integration For more information about how cost and revenue rates affect costing. Different revenue which you entered for the task 7. Prerequisites . Costs per activity unit for the role in Customizing 15. see Costing Logic [Seite 164]. Role-Based Scenario: 2. Costs per activity unit for the task in Customizing Start of assignment of task to role Strategies four and five are used if the role does not have its own cost/revenue rate assigned to it. Costs per activity unit for the role in Customizing 10.

the cost or revenue rate valid at the time the task or role begins. You define it in ERP Customizing for Integration with Other SAP Components. as follows: .2008 Features When you create a new task or project role. The system determines the cost center by searching upwards in the organizational structure and using the responsible organizational unit you specified in cProjects on the Structure Collaboration Projects 168 . for example. for the task type or project role type from Customizing. the system reads as the default value. it is not overwritten by the data determined in the SAP system. Features The system determines the data for creating the account assignment object..SAP Online Help 12. If you have not defined a special rate. the system determines the data from the organizational units in Organizational Management that were replicated from SAP Human Resources (HR) to the cProjects system (see "Prerequisites"). by choosing Collaboration Projects Controlling Define Controlling Scenario. in the form of a customer enhancement. Organizational data: Mandatory: Controlling area Company code Business area Cost center Optional: Profit center Prerequisites The organizational units in cProjects are synchronized with those in Organizational Management. If you entered a responsible organizational unit for your project and a special cost or revenue rate exists for this project in Customizing for Collaboration Projects. If you do not make this data available externally. Derivation of Organizational Data Use The SAP system requires the following data for creating an account assignment object and carrying out costing: Controlling scenario The controlling scenario depends on the project type. this data is valid. see the Implementation Guide (IMG) for cProjects under Resource Management Basic Settings for Resource Management Application Link Enabling (ALE) for HR Integration. This enables you to agree on individual rates with your customers. the general rate is used. If you make the data available externally. You can select a different rate and enter a different revenue or different costs. costing uses this rate.09. For more information.

the system checks in the account assignment object whether a cost center has been entered in the Requesting Cost Center field. start the process with step three.SAP Online Help 12. the system searches for a cost center in the organizational unit of the project. In task-based or role-based costing with no resource assignment: To derive the cost center (as actual sender of the costs to the account assignment object). If no cost center can be determined there either. see SAP Note 977951. If no cost center is found there. The BAdIs can be found in the Implementation Guide (IMG) for cProjects under Connection to External Systems Accounting Integration Business Add-Ins (BAdIs) BAdI: Additional Attributes for Replication Using SingleObject Controlling and in the IMG for the ERP system under Integration with Other SAP Components Collaboration Projects Controlling Business Add-Ins (BAdIs) Characteristics of CO Account Assignment to Be Created or Changed. the system checks the Business Add-Ins (BAdIs) DPR_FIN_GECCO_ATTR in the cProjects system and then IAOM_ATTRIBUTES (implementation ATTRIBUTES_CPROJECTS) in the ERP system for task and project attributes or project and role attributes. In multilevel controlling. the system checks each organizational unit to which the resource is assigned. Collaboration Projects 169 . then create a quotation from the simulation based on the cost estimate. as follows: The controlling area and company code are determined from the account assignment object. If you do not use project opportunities. by choosing Internal Orders Order Master Data Screen Layout Define Model Orders.09. If your customer accepts the quotation. If no cost center can be derived from there. Responsible. If no cost center can be found there either. the system checks the organizational unit assigned in the project definition. Therefore. The system transfers the remaining data from this cost center. Since a sender has to exist for consistency reasons and to show the allocation in costing. in single-object controlling for internal orders the system determines the data using the model order for the order type CPR1. The process is particularly suitable for project business. the dummy attribute value NOT_KNOWN is used instead of a cost center. the dummy attribute value NOT_KNOWN is used instead of a cost center if the cost center is missing in the account assignment object. the system first checks the BAdIs DPR_FIN_GECCO_ATTR and IAOM_ATTRIBUTES (see above) for project and role attributes. If no cost center is found there either. If no cost center can be derived there. For more information. the system searches in the master record of the account assignment object. when deriving the cost center. From the Opportunity to the Sales Order Purpose In this process you create a simulation in cProjects from a project opportunity. you can convert the simulation into an operational project and create a sales order.2008 Additional Data tab page in the Responsible Organizational Unit area Org. You edit the model order in ERP Customizing for Controlling. The system determines the data for costing the account assignment object. If you did not specify a responsible organizational unit or the system could not determine its data. the data is derived from the project profile CPR0001. In role-based costing with resource assignment: The resource is relevant for deriving the data relevant to costing.

see SAP Library for SAP CRM under SAP Customer Relationship Management Components and Functions Sales Opportunity Management. travel expenses). The link to customer quotation 1 is established through the opportunity.. An area manager creates a project opportunity in the SAP CRM system. If the customer does not accept the quotation. The project lead creates simulation 1 in the cProjects system (see Creation of Simulations and Snapshots [Seite 151]). For more information. see SAP Library under SAP CRM SAP Customer Relationship Management Components and Functions Opportunity Management Creating a Quotation in SAP ECC from an Opportunity. The following options are possible: An internal order serves as the account assignment object (see Single-Object Controlling for Internal Orders [Seite 182]). In SAP ECC. Process Flow 1. the area manager creates simulation 2 in cProjects based on simulation 1. you have to use Opportunity Management.0. If the customer accepts quotation 3. 3. 7. If you do not use opportunities. The area manager creates customer quotation 2 by accessing the sales pricing function from within the cost estimate and creating the quotation there. The project lead transfers the project to SAP ECC where it is assigned to one or more account assignment objects.09. The internal order can be created Collaboration Projects 170 . see Preliminary Costing and Quotation Creation [Seite 173]. 4. You are using a project type that supports accounting integration [Seite 162]. 8. the area manager generates SD customer quotation 1 with a phantom item as a follow-up document for the opportunity. For more information. The manager then submits the completed quotation to the customer. For more information on steps five and six. 6. If you use opportunities. 2. The area manager sets the status of the opportunity to In Process. The project lead costs simulation 1 in cProjects and adds costing items manually (for example. If you do not use opportunities. b. If you want to use opportunities to support your processes.SAP Online Help 12. . you have to create the customer quotation or a customer inquiry manually. the project manager transfers simulation 2 to operational project A by means of a reconciliation (see Reconciliation and Comparison of Versions [Seite 153]). 5. create an object link to the opportunity in the simulation (see Creating an Object Link [Seite 158]). The manager links the simulation to the opportunity and to customer quotation 1.2008 Prerequisites You are using cProjects and SAP ECC 6. For more information. a. Then the manager costs simulation 2 again and creates customer quotation 3. create an object link to customer quotation 1 or to a customer inquiry that was created manually. see SAP Library under SAP ERP Central Component Logistics Sales and Distribution Sales Customer Inquiry/Quotation. 9.

The manager manually assigns the account assignment objects to the items of the contract or sales order.SAP Online Help 12. The area manager manually creates a contract or sales order with reference to quotation 3. see SAP Library for SAP CRM under SAP Customer Relationship Management Components and Functions Sales Sales Transactions Sales Order Processing SAP ECC Sales Documents in SAP CRM. the project lead has to manually create and assign the internal orders before the transfer (see Single-Object Controlling for Internal Orders [Seite 182]). WBS elements serve as account assignment objects (see Multilevel Controlling [Seite 183]). You make the necessary settings in the SAP Implementation Guide (IMG) of SAP CRM under Customer Relationship Management Layout of the User Interface (PeopleCentric UI). 10. For more information. The following graphic illustrates the entire process with the detailed steps: Collaboration Projects 171 . Multiple internal orders serve as account assignment objects.2008 automatically during the transfer or created and assigned manually before the transfer. The project is recosted when it is transferred to SAP ECC. you need to extend the People-Centric UI in Customizing accordingly. In this case.09. If you want to create and edit the sales order in the People-Centric UI.

Collaboration Projects 172 . see SAP Note 874434.SAP Online Help 12.09.2008 Customer SAP CRM SAP cPROJECT SUITE SAP ECC Create project opportunity Set status to In Process Generate follow-up document Customer quotation 1 is created with phantom item Create simulation 1 Create object link to opportunity Add costing items (such as travel expenses) Sales pricing determines revenues Customer wants changes Create simulation 2 Cost the simulation Generate quotation 2 Cost the simulation Customer accepts new quotation and signs contract Transfer simulation 2 to operational project A Generate quotation 3 Account assignment objects are created and project A is recosted Create sales order or contract with reference to quotation 3 Assign account assignment objects to the items of the order/contract For more information about workflow support.

You have selected the revenue calculation type Use Sales Pricing in SAP ERP for the project type you are using for the simulation in Customizing for Collaboration Projects by choosing Connection to External Systems Accounting Integration Make General Settings. Then you can also use the revenue rates from cProjects (revenue calculation type Use Cost/Revenue Rates from cProjects). created an object link to an SD inquiry or quotation for it. You have made the necessary settings for Easy Cost Planning [Extern]. For more information. This example uses only simulations.00. The process described in the following illustrates steps five and six of the process From the Opportunity to the Sales Order [Seite 169] in detail. You can use the fields Grouping and Search Field to specify the materials in the quotation. For more information. To do this. Prerequisites You have made the necessary settings for cost calculation. For more information. You can then create a quotation [Extern] on this basis. This creates a separate CO object for each SD document. you must have executed the steps for adding the characteristics Grouping or Search Field to the DIP profile. see Ad Hoc Cost Estimate for cProjects [Seite 176] under “Prerequisites. This SD document item must have a requirements type with a requirements class to which an account assignment category is assigned that has the value E (Accounting via sales order) in the Consumption Posting field. You have created a simulation. To illustrate the entire process with all its functions.2008 Preliminary Costing and Quotation Creation Purpose You can calculate the planned costs and revenues for a project before this project has been transferred. From cProjects 4. If you do not want to create a quotation from sales pricing. for example by choosing Sales and Distribution Basic Functions Account Assignment/Costing Maintain Requirements Classes For Costing/Account Assignment.” This setting is only needed if you want to perform the process as it is described here. do not carry out steps five and six listed here. You can also perform the process with operational projects. preliminary costing is in the form of an ad hoc cost estimate. but that is sufficient to understand the function. The first item of this SD document is used for referencing in sales pricing. Process Flow The following graphic shows the sequence of steps: Collaboration Projects 173 . You define the requirements class in Customizing for SAP ECC. For more information.09. it is assumed that you have decided to calculate revenues with the dynamic item processor [Extern] (DIP) and that you create the quotation from within sales pricing. see SAP Note 301117.” You have made the necessary settings for the DIP. see Costing Logic [Seite 164].SAP Online Help 12. see Sales Pricing for cProjects [Seite 178] under “Prerequisites. and assigned an organizational unit.

you can use the fields Grouping or Search Field. for example. This enables you to structure the quotation in cProjects according to the level of detail and language that the customer has selected. The materials selected in this way are available in sales pricing (see step five) for manual conditions (surcharges or discounts). You plan the required capacity and the project roles and resources. If you want to influence the items in the quotation that you create in step six. 1.09. Collaboration Projects 174 . You can use the value that you enter here to derive materials for the quotation items through the DIP profile.2008 SAP cPROJECT SUITE SAP ECC Plan required capacity and project roles or resources Perform costing Costs and revenues are displayed Save Call up costing (ECP) Perform costing and save or start again Costs (including additional costs) and revenues are displayed Add costing items (such as travel expenses) Save Call up sales pricing and modify Create quotation Costs (including additional costs) and changed revenues are displayed Perform costing and save or start again Save .SAP Online Help 12..

The quotation is available for further processing. A new quotation is therefore prepared in which the course has a fixed price. For more information.00 T 10. The items of the second quotation are added to the contract.000 for the unassigned five days for which no resource has been assigned.400. The customer accepts this new quotation.00 € 4. In the initial quotation.00 T 5.09.2008 In addition to the materials you specified with the fields Grouping or Search Field. 3. Collaboration Projects 175 .400. 4.00 € 8. 5.00 € 8. see Sales Pricing for cProjects [Seite 178].00 € The consultant Caren Johnson has the role Consultant 1.Costs) in the line for the project role only shows the €4.00 T Costs Currency N-A. Choose Cost on the Accounting tab page. 0. Save your entries and return to the project in cProjects. For more information.00 € 4.Cap.SAP Online Help 12.400. The customer does not accept the quotation. 7. The column for the non-aggregated costs (N-A. while an additional five days are still unassigned. 2. You now call up Easy Cost Planning [Extern] (ECP) and can add additional costing items. see Costing Logic [Seite 164]. The Costs column in the line for the project role has the total amount of €8. Five days are assigned to Caren Johnson. Result The costing result with costs and revenues is displayed in cProjects. Unit Capacity 10. 6. The materials that form the items in the quotation are selected through the DIP profile. or cProjects. Example The following graphic shows an example in which individual phases were assigned to the values Consulting and Course with the field Grouping. To do this. You call up sales pricing. You create a quotation. Unit Req. The costing result is displayed. You can also create the quotation later by calling up the ad hoc cost estimate again.00 € 4. Costs Currency 0. Project Element Planning Consultant 1 Caren Johnson Req. The hourly rate for Caren Johnson from the business partner is €110.400.00 5.00 T N-A.00 T 5. You calculate the costs and revenues. Quotation in the sales pricing Changes that you make to the quotation here are not transferred to sales pricing. Save your entries. the ad hoc cost estimate. There can also be additional items (such as for travel expenses) that you enter in the ad hoc cost estimate.400 for the project role based on the specific rate for Caren Johnson and the rate for the project role for the unassigned days.000. materials and services for the quotation items can be determined in Easy Cost Planning if you have not entered anything in the fields for the individual phases or tasks or if additional items are added by means of a planning form in the ad hoc cost estimate. the course is to be invoiced using resource-related billing. For more information about calculating costs and revenues. see Ad Hoc Cost Estimate for cProjects [Seite 176]. Perform costing for the project in cProjects and save it. which differs from the project role rate of €100. you choose function. The planned required capacity for this role is ten days.

Flow Consulting Fixed Price Doc. additional WBS elements were created for the tasks Configuration and Test.SAP Online Help 12. Flow Account Assignment Course ResourceRelated Course Fixed Price Course Fixed Price cProjects 4. Business Blueprint Realization Go Live & Support Configuration Test Ad Hoc Cost Estimate for cProjects Use This function enables you to create and edit ad hoc cost estimates [Extern] in SAP ECC from within cProjects. A WBS element was created for each phase.09.2008 Cost controlling in this example is based on manually created [Seite 185] multilevel controlling [Seite 183]. The billing elements were created such that they correspond to the groupings. SAP Sales and Distribution Inquiry/ Quotation Doc. the system converts the ad hoc cost estimate to a costing whose planned costs and revenues are posted over a Collaboration Projects 176 . Once at least one account assignment exists.00 ERP Implementation and Course Project Preparation Planning Organization Business Blueprint Scope Creation and Approval Realization Configuration Test Course Development Execution Go Live & Support Grouping Consulting Go Live & Support Transfer CCC Grouping Course Grouping Consulting Grouping Consulting Account Assignment Manager Grouping Consulting SAP Project System ERP Implementation and Course ERP Implementation (Billing Element) Course (Billing Element) Project Prep. ERP Implementation Object Link Flow Quotation 1 Consulting Fixed Price Quotation 2 Consulting Fixed Price Order/ Contract Doc. For the Realization phase. For this reason. detailed cost controlling at task level is to be performed. The costing result is displayed in cProjects and saved when you save.

Collaboration Projects 177 . company code. Technically. the ad hoc cost estimate is saved in SAP ECC with reference to the cProjects project number. and master cost center for the derivation of the activity type under which the allocation is reported) is derived from the HR organizational unit specified in the project definition.09. the entry screen of the planning form appears on the right. Then you can also call up sales pricing from within the ad hoc cost estimate. The costs are calculated based on the rates for the resource. see the Implementation Guide for Collaboration Projects under Single-Object Controlling for Projects Settings for Easy Cost Planning. by choosing Single-Object Controlling for Projects Settings for Easy Cost Planning. For more information. You make this setting in Customizing for Collaboration Projects. it must exist in the system. by choosing Connection to External Systems Accounting Integration Make General Settings. With the last option.SAP Online Help 12. Prerequisites You are using a project type to which a Controlling scenario is assigned. that planning form must be assigned to the project type being used.2008 certain time period. You make this selection in Customizing for Collaboration Projects. Features The cost planning function is executed by Easy Cost Planning [Extern] (ECP). Activities You are on the Accounting tab page. The assigned Controlling scenario contains a costing variant that you can use for ad hoc cost estimates for cProjects. For more information. You have entered the data that is relevant to costing (quantities and prices). For more information. The Change <name of project>: Easy Cost Planning screen appears. For more information. If you want to use a planning form. If you want a planning form to be assigned to the cost estimate at the point when you start the ad hoc costing function. This takes place for the cProjects project elements with account assignments according to the dates. When the project is transferred. see Sales Pricing for cProjects [Seite 178]. If a planning form is available for the cost estimate and additional entries are required in the form. The revenues are calculated automatically if you have selected the option Use Cost/Revenue Rates from cProjects or Use Sales Pricing in SAP ERP as the revenue calculation type for the project type that you are using for the project. project role. The cost estimate is always created at project level and is always single-level. You can archive the ad hoc cost estimate in SAP ECC (archiving object CO_ECP) if the project has the status [Seite 250] To Be Archived. You have authorization for accounting and administration. Choose Ad Hoc Cost Estimate. or task. see Editing Costing Models and Assigning Attributes [Extern]. have costed the simulation or project (Cost button) and saved it. the revenues are calculated with the dynamic item processor [Extern] (DIP). The organizational data relevant to costing (controlling area. Enter the required data and choose Transfer. see Costing Logic [Seite 164]. it is recosted and the cost estimate stored for the account assignment object.

For more information. you can do this in the item view. see Use of Easy Cost Planning [Extern] under “Item View Area” and “Activities. Project simulations do not support accounting integration. You have defined a dynamic item processor profile [Extern] (DIP profile) with the source Easy Cost Planning in Customizing for the Project System under Revenues and Earnings Integration with SD Documents Creating Quotations and Project Billing Maintain Profiles for Quotations and Billing. when you call the project in cProjects again. The cost and revenue items can be seen in the item view at the lower right. You have entered this DIP profile in the item of the SD document (customer inquiry or quotation) for which you have created an object link in the simulation or operational project. Exception: If. The Revenues from Sales Pricing indicator is selected in the header data of the ad hoc cost estimate under Valuation.” Costing items that were manually added to an ad hoc cost estimate can never be transferred from one project to another (for example. Once you have saved the cost estimate in SAP ECC. or in addition to the items in the planning form.2008 The costing result is displayed on the left side of the screen. This enables the system to use the data from Easy Cost Planning for sales pricing. you can assign a planning form yourself. Sales Pricing for cProjects Use This function calculates the sales price and displays the items [Extern] that flow into the price.SAP Online Help 12. you do not have to choose Cost again. you have selected the revenue calculation type Use Sales Pricing in SAP ERP for the project type that you are using for the simulation or project. If you want to add additional items without a planning form. the system displays the changed costing results automatically. Integration This function is accessed from an ad hoc cost estimate for a simulation or operational project (before transfer). You can add conditions (surcharges and discounts) and change individual prices.09. Prerequisites In Customizing for Collaboration Projects under Connection to External Systems Accounting Integration Make General Settings. you need to choose Cost in cProjects again in order to import the new costing results. If you want to add additional costing items but no planning form has been assigned. Features The sales pricing function calculates the sales price: Collaboration Projects 178 . You can generate a quotation by transferring the items and prices. with reconciliation [Seite 153] or when creating with a template).

plus the materials that were found by Easy Cost Planning. The items of the sales price basis are called dynamic items. or not at all. If the currency of the customers changes. If you have entered values in the fields Grouping or Search Field in cProjects. If the material specified in the dynamic item processor profile carries a quantity. which is the customer view of pricing In this view. Depending on the settings. which is the internal view of pricing This view displays the planned values by the items in the SD document. only at a certain percentage. Do not make any changes here because they would not be transferred into the simulation or project. conversion only takes place after you have called up sales pricing again and saved it.2008 Based on the quantity structure of the planning data from cProjects that was valuated with Easy Cost Planning (ECP) Based on the settings in the DIP profile Using the pricing functionality in the Sales and Distribution component (SD) Starting with the planned costs. Activities You are in the ac hoc cost estimate. Conversion into the SD currency is based on the exchange rate of the price date from the SD document. Under Extras Settings you can specify whether the controlling area currency. The system takes the currency for the individual items in the dynamic item processor from the SD document. Additional data for pricing (such as the sold-to party) is located in the SD document. the system can only determine the quantity for the material from project planning if the quantities are convertible. Collaboration Projects 179 . Choose Sales Pricing. the system finds the items of the sales price basis using the DIP profile. You can control whether a planned value is used in pricing in full. object currency. The system finds the costing sheet based on the document category (from the DIP profile). the planned values are organized based on the structure in the quotation. Sales price view [Extern].09. Two views are available: Sales price basis view [Extern]. Changes that you make here are transferred into the quotation and Easy Cost Planning. 8. See also the information on sales pricing available under Settings: Sales Pricing and Billing [Extern]. It is not possible to save the sales pricing results in a document for cProjects. or transaction currency is relevant for the individual items. the sales price basis view or the sales price view is displayed.SAP Online Help 12. and are displayed in cProjects. The system sorts the dynamic items based on the SD line items and determines the sales price with SD pricing [Extern]. your selected materials are displayed that the DIP derived from your entries.

Collaboration Projects 180 . You can make changes and create a quotation. the system performs costing for the tasks and role assignments (for a taskbased method) or for roles and staffings (for a role-based method) and saves the costing in the account assignment object in SAP ECC. The controlling method that was used determines which project elements are transferred. you cannot delete the transferred project elements. To do this. see General Information About Accounting Integration [Seite 164]. Each time a change is made to the project definition. the project is transferred again when you save and costing is performed again. tasks or roles. In multilevel controlling [Seite 183] all costs and revenues for a project are collected in one or more WBS elements. Costing In the transfer. the account assignment objects are also updated if you made changes to the projects elements they are based on in cProjects or to the assignment. The sales price view is displayed. For more information about costing. a PS project with WBS elements or an internal order is automatically created for your project in SAP ECC. It can take place: Automatically when you save the project Once you have set the status Flagged for Transfer or To Assign and saved the project Once you have released the project and saved it In the first transfer. If you use a manual controlling method. If an automatic method was used. choose 12. The transfer type specified in Customizing for Collaboration Projects under Connection to External Systems Accounting Integration Activate Integration dictates when the transfer will take place. The project is transferred to SAP ECC for this. Once the transfer has taken place.2008 Quotation. the project is transferred once in its entirety and costing is performed (again) (see below). From a cost accounting point of view. If you use an automatic controlling method. and resources. Controlling Use The integration of Controlling allows you to monitor the costs and revenues in your project and to periodically activate the required capacity as work in process. choose Sales Price. This causes the costing and the planned costs to be updated. you have to assign the internal orders or WBS elements yourself. the transfer is an activity allocation from the cProjects project (sender) to the account assignment object (recipient).SAP Online Help 9.09. Features Two different controlling variants are available: In single-object controlling for internal orders [Seite 182] all costs and revenues for a project are collected in one or more internal orders. If you are not in the sales price view.

However. you can flag the message as completed directly in the cockpit and delete it later. Features The controlling cockpit contains two types of error messages: Serious errors that prevent you from creating or updating the account assignment object or carrying out costing. releasing it.2008 You can call the controlling cockpit [Seite 181] in SAP ECC. Once you have assigned a cost center to the responsible organizational unit. no cost center has been assigned to the unit. When you create the internal order. the system tries to determine a cost center for the responsible organizational unit. Nevertheless. Therefore. You can fix the problem by unlocking the internal order. You assign a responsible organizational unit to a project. Less serious errors that do not prevent you from creating or updating internal orders. Activities You can call the controlling cockpit from within cProjects or in SAP ECC using transaction COCPCPR.09. Once you have corrected the reason for the message. The project is transferred to SAP ECC. you should correct these errors at a later point in time. Here you can find error messages that affect the transfer to Controlling. see Controlling Cockpit Documentation. you can recreate the internal order within the controlling cockpit. the system cannot create the internal order. but the internal order in Controlling is locked and therefore it cannot be released automatically. For more information. Once you have corrected the errors you can recreate or update from within the cockpit. Controlling Cockpit Use The controlling cockpit gives you an overview of all messages that are issued when you transfer your projects to Controlling or carry out costing. You release a project in cProjects. Collaboration Projects 181 . and then resetting the lock.SAP Online Help 12.

One of the following controlling methods is assigned to the project type of the current project in Customizing for SAP ECC under Define Controlling Scenario: Internal Order (Project Definition. You can start costing directly from cProjects to monitor costs. Integration Once the data has been transferred to Controlling. programs for period-end closing. the following only describes automatic account assignment (controlling method Internal Order (Project Definition. see the “Features” section of Project Versions [Seite 148]. Easy Cost Planning (ECP) is only supported in the Controlling version 0. follow the same procedure as for WBS elements. as described under Manual Creation of the Controlling Structure [Seite 185]. Therefore. In this case.SAP Online Help 12. Prerequisites Your system administrator activated accounting integration for the project type of the current project (see Customizing for Collaboration Projects under Define Project Types). Manual) You have the following authorizations: Accounting and administrative authorizations for displaying accounting information and carrying out costing Authorization in the Controlling system for carrying out internal order transactions Authorization for creating and changing the cost collector (for RFC users) Features The internal order can be created and assigned manually or automatically. Integrated planning together with an ECP costing is not supported. Automatic)). you can use all standard business processes that are available for internal orders. You can also use multiple internal orders. depending on the controlling method you choose.09. You use this function to post all costs and revenues for a project to a cost collector. Automatic) Internal Order (Structure Element. The cost collector is an internal order. Collaboration Projects 182 . If you want to use more than one internal order. Costing takes place in Controlling and the results are displayed in cProjects.2008 Single-Object Controlling for Internal Orders Use For more information about the special features of simulations and snapshots. It displays the account assignment object for all planned and actual postings in the project. you have to create and assign them manually. Manual) Internal Order (Project Role. for example.

In order to do this. you create a multilevel controlling structure out of WBS elements that serve as cost collectors. Depending on the settings you made for the project type in Customizing. You can do this manually or automatically.09. The following graphic explains the function (assignment of tasks): Collaboration Projects 183 . the system automatically creates an internal order. Multilevel Controlling Use This function enables you to manage all costs and revenues for a project using a work breakdown structure in the Project System (PS).SAP Online Help 12. You decide which tasks or project roles you link to which WBS elements. This allows you to control how costs incurred by work or other required capacities are posted to project elements. For example. There is only one internal order per project. You can create this structure independently of the project structure in cProjects or you can create a structure that is partly or completely identical.2008 Data Transfer The first time a project is transferred to Controlling. These characteristics are stored for the internal order and are used to find the internal orders for your projects. you can assign a single WBS element to each project element for which costs and revenues are incurred or summarize the costs and revenues of several project elements in one WBS element. The following project definition characteristics are transferred to Controlling: Project number Description in the original language Project type Project reason Search field Group Responsible organization Template number Priority System status The system does not transfer user statuses. When the system creates the internal order it simultaneously creates the settlement rule. No account assignment objects are assigned to the individual project elements. you assign project roles or tasks.

09. you can assign different WBS elements of a PS project to different cProjects projects. the assignments that were automatically transferred are also changed – assignments adjusted manually are not changed automatically. the system transfers this assignment for all lower-level elements down to the level at which an assignment already exists. You can overwrite the default information. When you assign an account assignment element to a cProjects project element. If you change an assignment. Prerequisites You set up a controlling method for multilevel controlling and the permitted controlling level in Customizing for SAP ECC under Integration with Other SAP Components Collaboration Projects Controlling Define Controlling Scenario for the project type that is used. If you create complex multilevel controlling structures manually. However.2008 Integration You can use SAP NetWeaver Business Intelligence (BI) to evaluate cProjects projects or you can use the evaluations in cProjects to do this. The search help for PS projects will then also be available. An account assignment element can be assigned to several cProjects project elements of the same project but not to the project elements of different cProjects projects.SAP Online Help 12. You can only assign the project elements of a project to the WBS elements of a single PS project. Features You can assign a cProjects project element to a single account assignment element. SAP recommends that you only use the evaluations in BI. The controlling method specifies the following: Whether the controlling structure is to be created manually or automatically Whether account assignment is to be carried out for project roles or for project elements (tasks and project definition) Make sure that the controlling method does not contradict the settings you make under Confirmation in Customizing for Collaboration Projects. If you want to change this assignment. Collaboration Projects 184 . you first have to delete the assignment and then save the project.

Manual) Multilevel Controlling (Project Role.09. Features Accounting Tab Page You assign the project elements to WBS elements on the Accounting tab page in the Account Assignment view. see Editing the Work Breakdown Structure [Extern]. Manual) and Internal Order (Project Role. For more information about creating a work breakdown structure. Collaboration Projects 185 .2008 Subprojects have their own assignments to account assignment objects. You then assign the work breakdown structure elements (WBS elements) to the cProjects project elements as account assignment objects. The description of this function also applies to the manual assignment of internal orders for the controlling methods Internal Order (Structure Element. If you have not already made an assignment to a PS project or internal order. the system displays the search help which you can use to find the PS project you require. If the BAdI has been implemented. Prerequisites The project has a project type to which one of the following controlling methods has been assigned in Customizing for SAP ECC under Controlling Define Controlling Scenario: Multilevel Controlling (Structure Element. the Determine Default Assignment pushbutton is active. the system displays both project structures. Integration You can create enhancements for manual multilevel controlling using the Business Add-In (BAdI) DPR_FIN_GECCO_MANUAL. Manual) The project has the status To Assign. Activities Manual Creation of the Controlling Structure [Seite 185] Automatic Creation of the Controlling Structure [Seite 187] See also: Accounting Integration [Seite 162] Single-Object Controlling for Internal Orders [Seite 182] Manual Creation of the Controlling Structure Use You use this function to manually assign an existing project in the Project System (PS project) to a cProjects project. If the cProjects project is already assigned to a PS project. therefore they do not inherit the account assignment objects of higher-level project elements either.SAP Online Help 12. Manual) from Single-Object Controlling for Internal Orders [Seite 182].

Internal orders that have already been used in other cProjects projects no longer appear in the search help. Assigning WBS Elements As Account Assignment Objects 1. By clicking an account assignment element.2008 A manual assignment is only possible if the status To Assign is set for the project definition. the account assignment element is grayed out.SAP Online Help Assigning Account Assignment Elements 12. you can no longer delete the project element. Account Assignment Once you have defined the account assignment objects. If an assignment already exists and you assign a new account assignment element. you have to select them from the search help. for example. 2. The system checks whether the assignment is valid and enters the internal order as the account assignment element. the old assignment is overwritten. You can change the automatic assignments. You cannot enter the PS projects yourself. If you assign tasks.09.. Assign a PS project to the cProjects project. it has already been assigned to a project element of a different cProjects project. you can display details of the element or you can edit the element using one of the services offered. Select the cProjects project element and find an internal order using the search help. You cannot assign account assignment elements to checklists or checklist items. all subtasks of a task that you assign are also automatically assigned. See also: Automatic Creation of the Controlling Structure [Seite 187] Multilevel Controlling [Seite 183] Collaboration Projects 186 .. Select the cProjects project element and the WBS element you want to assign and then choose Assign. If you cannot assign an account assignment element because. Depending on the settings you made in Customizing. Working with Existing Assignments You can change the assignments provided that you have not released the project or provided that the status of the project element permits this. you can also select a phase and assign this too. When you do this. Activities . 1. Once the data of a project element has been transferred to SAP ECC. Choose Assign. all tasks that belong to this phase are assigned to the account assignment element that is assigned to the phase. In the same way. data can be transferred to SAP ECC. you assign tasks or project roles. The system checks whether the assignment is valid and enters the WBS element as the account assignment element. Assigning Internal Orders As Account Assignment Objects . 2.

The system uses the project element numbers as the name of the WBS elements. Features Creating Account Assignment Elements The system creates the controlling structure automatically once the project data has been transferred to the Project System. The system uses this external project ID as the name of the PS project definition. If you have changed the external ID. The system creates a work breakdown structure element (WBS element [Extern]) for each cProjects project element (apart from checklists and checklist items) and assigns the elements to one another. the system proposes the internal ID for the external ID on the Structure Basic Data tab page in the Number Initial field. apart from those that were created from phases. duration. The structure of the PS project matches the structure of the cProjects project.09. All WBS elements are relevant to account assignment. or required capacity is transferred to the WBS elements. Therefore. The relationship between a project definition and a phase is a predecessorsuccessor relationship in this function. The relationship between two phases is a left-to-right relationship. The system creates a PS project definition and the top WBS element for the project definition in cProjects.SAP Online Help 12. Phase In cProjects. Rules for Assigning Names Task-based controlling Project definition In cProjects.2008 Automatic Creation of the Controlling Structure Use You use this function to automatically create a project in the Project System (PS project) from a project in cProjects. The relationship between the predecessor and the successor in the hierarchy of the project elements remains during the transfer from cProjects to the PS project. Collaboration Projects 187 . the internal ID is no longer visible on the cProjects interface. The system creates WBS elements for the project elements phase and task up to the level specified in the controlling level parameter in Customizing. such as dates. the top WBS element does not have a project element number from cProjects assigned to it. The order of the project elements from left to right is not kept during the transfer. You can only use any external project ID once in cProjects. The required capacity is determined by costing. the system displays the external project ID on the Structure Basic Data tab page in the Number field. The relationship between a phase and the task below it is also a predecessor-successor relationship. No information relevant to project management.

you can display details about the element or you can edit the element using one of the services offered. the system also creates account assignment elements for these project elements. The account assignment manager does not support the deletion of PS projects or WBS elements. the status is automatically changed to To Assign. We recommend that you use a unique name for all projects and that when naming PS projects.SAP Online Help 12. Working with Existing Assignments If you add project elements once the structure has been transferred. By clicking a WBS element. The same conditions apply to this project as to a project you created with a project type to which a manual controlling method has been assigned.09. If this project had the status Flagged for Transfer. Role In cProjects. the system displays the external project ID on the Structure Basic Data tab page in the Number field. the system displays the project role ID on the Resources General tab page. For more information. The system uses this ID as the name of the WBS element. You can use a name of a PS project or WBS element only once. you make sure that the rules for the project definition do not conflict with the derived names. Role-based controlling Project definition In cProjects. note that you cannot switch back to an automatic controlling method. However. the system displays the external ID of the task on the Structure Basic Data tab page in the Number field. You use the pushbutton Switch to Manual Assignment before the project is released to switch to manual mode for making changes to the assignments. see SAP Note 923205. You can only use any external project ID once in cProjects.2008 The system uses the internal ID of the phase as the name of the WBS element. The internal ID is a unique key for all projects. Task In cProjects. Once the transfer to the Project System has taken place. it is no longer possible to change the project element number in cProjects. The system uses this external project ID as the name of the PS project definition. See also: Manual Creation of the Controlling Structure [Seite 185] Multilevel Controlling [Seite 183] Collaboration Projects 188 .

It also creates a corresponding resource assignment on the Staffing tab page. CATS/SRM/FIN function in Customizing for Collaboration Projects by choosing Structure Define Project Types. Integration The system posts the costs to the relevant account assignment object of the project element. You activated the Time/Travel Expenses Rec. Prerequisites You are using accounting integration [Seite 162]. see SAP Library under Supplier Relationship Management Service Procurement and Self-Service Procurement. To do this. for example. For more information. You cannot change or delete this manually. You can display shopping carts that exist in SRM from the shopping cart overview. Account assignment objects can be internal orders or WBS elements (see Single-Object Controlling for Internal Orders [Seite 182] and Multilevel Controlling [Seite 183]).SAP Online Help 12. If resources in the project role cannot be edited in parallel. purchasing. SRM contains all the functions you need for the shopping cart that was created. You activated the Shopping in SRM function in Customizing for Collaboration Projects by choosing Structure Define Project Types. and creating invoices. For more information about the system settings required for using SRM integration. You can only delete this resource assignment by canceling the shopping cart to which it belongs. You performed the Specify Source System for SRM Categories activity in Customizing for Collaboration Projects by choosing Connection to External Systems SRM Integration.09. You can only request external resources for project roles but you can create material requests for all project elements and project roles. This function is available for project elements and project roles on the Shopping Cart tab page. Features To carry out an external order. You have a user in SRM. follow the link in the Shopping Cart column. the system automatically transfers the qualifications of the project role to the description of the shopping cart. Collaboration Projects 189 . The system transfers the dates for the resource assignment from the shopping cart. If you request an external resource for a project role. The system posts the recorded time to cProjects according to the settings that were made for time recording using the cross-application time sheet [Seite 90]. the dates may conflict with one another. for recording time for external resources. you create a shopping cart in SRM.2008 Integration with Supplier Relationship Management Use You use this function to order external materials and resources directly from cProjects through Supplier Relationship Management (SRM). see SAP Note 960237. The SRM application opens in a separate window. approval.

10. Enter data in the Internal Information field. 8. 5. 4. as required. Once the shopping cart has been delivered. Creating a Shopping Cart Use To order a material or an external resource in Supplier Relationship Management (SRM).2008 The Shopping Cart column shows the current status of the shopping cart. 6. Enter a description of the shopping cart. Prerequisites You can only create a shopping cart for the project elements of projects that have been released. The shopping cart has the status In Preparation if no shopping cart has been created for it in SRM. 9. Enter a description of the shopping cart. You can staff a task with an external resource [Seite 191]. If you do this. as required. This is also indicated in the Delivered column. 4. Collaboration Projects 190 . you create a shopping cart via the Collaboration Projects user interface. the system automatically sets the status to Delivery Completed. 3. Project Role: Order External Resource or Material . 7. 1.09. Choose Projects Resources Shopping Cart Create Shopping Cart. 2. Procedure Project Element: Order Material 3. Enter a category. Enter the required quantity. Choose Projects Structure Shopping Cart Create Shopping Cart. Once a shopping cart exists in SRM too. Enter a delivery date. Choose whether you want to order an external resource or a material. the shopping cart in cProjects has the status In Process. the status in the Shopping Cart column changes to Canceled. Enter data in the Internal Information field. Enter a unit. Choose Create Shopping Cart.. Activities You can create [Seite 190] or cancel [Seite 191] a shopping cart.SAP Online Help 12. You can also cancel the shopping cart created in cProjects. You can only cancel it if the shopping cart or parts of the shopping cart have not been delivered yet. You can only select ISO units.

.09. If a direct cancellation is no longer possible in SRM. 9.SAP Online Help 12. the system copies the qualifications of the project role (Qualifications tab page) as qualification requirements to the Internal Information field. enter a delivery date. Choose the Shopping Cart tab page. 3. enter the start date in the From Date field and the finish date in the To Date field. Choose Create Shopping Cart. Enter a category. Select a shopping cart from the shopping cart overview. Procedure . Choose Cancel Shopping Cart. You cannot set the status of a shopping cart that has already been canceled back to In Process. 7. You can only select ISO units or ISO time units for materials and external resources. Canceling a Shopping Cart Use You can cancel a shopping cart that was created in Collaboration Projects (cProjects) provided that it does not have the status Delivery Completed. the system can also cancel the shopping cart there. Staffing Tasks with External Resources Use You can use a shopping cart to order an external resource from Collaboration Projects (cProjects) for a project role. You can adjust this proposal before you create the shopping cart. for example. If you are using a material. The system only actually cancels the shopping cart when you save the project. Enter a unit. 2. 1. Depending on how advanced the processing of the shopping cart is in SRM. 8. You can schedule the external resource straight away as a resource with edit authorization or as part of the project role with edit authorization for a task. Collaboration Projects 191 . 5. whether it has been ordered or delivered. Enter the required quantity.2008 For an external resource. 6. the person responsible in SRM must contact you. If you are using an external resource.

Procedure For more information. Select the project for which you want to create a control plan. You use a control plan throughout the entire product life cycle. You cannot use an external resource for roles with distribution. 1. updating it continuously. Use You can carry out the following functions: Creating and opening a control plan [Seite 192] Editing a control plan [Seite 193] Creating a control plan version [Seite 196] Creating objects in the control plan [Seite 196] Creating and Opening a Control Plan Prerequisites To create a control plan.09. You created a control plan template. To open a control plan. You cannot select the external resource as the decision maker for approving a phase. Collaboration Projects 192 . see Assignment of Project Roles to Tasks [Seite 106].2008 Constraints You cannot use the external resource as a responsible resource or as part of the responsible role. Control Plan Definition Description of which measures and methods you use in a specific phase of the creation of a product to check whether you have adhered to predefined quality characteristics. The function and existing descriptions are oriented towards QS-9000. you are in the Control Plans initial view.. the system automatically deletes the corresponding resource assignment in the project role and the references of the external resource to the assigned tasks (resources with authorization to carry out tasks).SAP Online Help 12. Procedure Creating a Control Plan . If you cancel the shopping cart for an external resource. you are in the Control Plans initial view or in a project on the Control Plans tab page. if required (see Creating a Template [Seite 36]).

Edit the control plan (see Editing a Control Plan [Seite 193]). 2. Save your entries. 4. The following table is an overview of the fields and their meanings (according to QS9000. 1999): Field Meaning Collaboration Projects 193 . Procedure Entering Header Data . 6. click the control plan number in the control plan overview for a project.SAP Online Help 12. 3. Fill out the control plan header fields. Opening a Control Plan To open an existing control plan. You can only use templates with the status Released.09. Select a template if required. Prerequisites You created a control plan and opened it to edit data (see Creating and Opening a Control Plan [Seite 192]).. 5. 1. Editing a Control Plan Use A control plan [Seite 192] consists of many parts: A control plan header that contains general control plan data Process steps for structuring the process Tools for each process step Characteristics to be checked for each process step You can create object links [Seite 158] for each control plan on the appropriate tab page. Note that you can only edit a control plan if you opened it in the Control Plans initial view. The system checks whether the number has been assigned yet. Choose Create. Enter a number for the new control plan.2008 Only those projects are displayed whose project type allows the use of control plans.

A category enables you to create a link between a phase and a control plan when you choose the same description for the category as for the phase. This completes the control plan.. Once you have completed the project or the control plan. choose Process Step and then choose Create. The system changes the status to Released. or single parts. choose Complete. You can change the process number. Choose the Items tab page. 2. if required Core Team Date/Release by Customer Dev. as well as the status of the last change made Name of the team responsible for the most recent valid control plan Date on which the responsible development department of the customer released the control plan Enter data here only if a release is required. 1. Part Name/Description Vendor/Location/Release/Date Date/Release by Customer QM Vendor Location Vendor Key Date of Further Release (Optional) 2. Name of the vendor and business area. Collaboration Projects 194 . Your system administrator must first assign the category names. choose Lock from the Change Status dropdown box. release the control plan by choosing Release from the Change Status dropdown box.09. You can unlock the control plan later on. the assembly. the subgroup. location. In the dropdown box in the top left area of the screen.2008 Category Category of the product to be checked. Contact/Telephone Date of First Release Part Number/Last Change Status Name and telephone number of the contact person responsible for the control plan Date on which the control plan was released for the first time Number of the system to be checked. or department that is responsible for carrying out the control plan Vendor identification key Date of further releases. The system creates the entry in the Items area and assigns a process number automatically. Creating a Process Step . If you want to protect the control plan from changes.SAP Online Help 12. Once you have entered all your data. Name and description of the product to be checked Date on which the responsible production location of the customer released the control plan Enter data here only if a release is required. Date on which the responsible quality department of the customer released the control plan Enter data here only if a release is required. You cannot make any more changes or create new versions.

3. 3. In the Additional Data/Results area. 2. you specified a process characteristic. Select a process name. you first have to delete the value in the Process Characteristic input field so that the system activates the field for the product characteristic.2008 The area is only ready for input if you have created a process step and if the control plan is released. the system deactivates the Product Characteristic input field.09. automatically assigns a sequence number to the tool (ToolSeqNo. Enter a unique characteristic identification (Char. 12. enter the plant of the master inspection characteristic.SAP Online Help 3. and then choose Create. You can change the sequence number. 9. Creating Tools . 1. Save your entries. Select the tool for which you want to create a characteristic 2. and prepares the required fields for input. In the dropdown box in the top left area of the screen. In the dropdown box in the top left area of the screen.Char.). Enter the results in the Additional Data/Results area. and the system group. enter the tool. Select a product or a process characteristic. Creating Characteristics . 5.. If you are using master inspection characteristics from the QM system. The system creates an entry below the selected process step with the same process number as the process step. or material you use to check characteristics. Enter the following additional data in the Additional Data/Results area: Control method Procedure used to monitor a step Response plan Specifies which measures should be taken to prevent the production of products with errors 8. 4. If. 4. Enter a process description in the Additional Data/Results area.. Choose the tool set you require under Tool Set. and prepares the required fields for input. 4. The system creates an entry below the selected tool with the same process number and sequence number (ToolSeqNo. See also: Creating a Control Plan Version [Seite 196] Collaboration Projects 195 . Select the process step for which you want to create a tool. device. You can specify only one of the two characteristics but you must specify one. 6. choose Char.ID).) as the tool. If you want to change the setting. choose Tool(s) and then choose Create. for example. 1. 7. the category of the characteristic (Class.).

. Create version The system creates an empty version of the current control plan. 1. Create version with template The system creates a new version of the current control plan and copies all entries you previously made.2008 Creating Objects in the Control Plan [Seite 196] Creating a Control Plan Version Use You can create different versions of a control plan. Procedure . Complete the new control plan version (see Editing a Control Plan [Seite 193]). you must first create a new control plan version [Seite 196]. All entries you previously made are deleted in the new version. Save your entries. If this is not done. You system administrator specifies: Whether inspection plans only. or both are created How many plans are generated per control plan Whether an object link should be generated automatically for the new plan on creation You can generate inspection plans and routings only once for a control plan. Only the latest version is ready for input. Note that you can no longer change the old version once you have created the new version. Choose one of the following options: a.SAP Online Help 12. Collaboration Projects 196 . Prerequisites You opened a control plan in the Control Plans initial view. You can open all versions from the Control Plans tab page.09. You can only create a new control plan version for released control plans. the corresponding pushbuttons are not active. Prerequisites Your system administrator activated the generation function in Customizing for Collaboration Projects: See the BAdI: Object Creation in Control Plan activity. 3. If you want to generate them a second time.. routings only.. 2. Creating Objects in the Control Plan Use You can generate inspection plans and routings in an SAP system from the control plan. b.

Call the SAP system to call the inspection plans or routings and edit them. "project" is synonymous with "initiative" in the following sections. See also: Documents [Seite 198] Integration with SAP Document Management [Seite 203] Collaboration Projects 197 . You want to map your project structure via the DMS document structure.SAP Online Help 12.09. 2. Work with Documents Use You can manage your documents in cProjects using both the cProjects document management function and document management (SAP DMS). The relevant functions can be found in the SAP menu under Logistics Quality Management Quality Planning Inspection Planning Inspection Plan and Routing. we recommend that you use the document management function in cProjects. You receive a success message once the system has created the object in the SAP system. Set a filter. We recommend that you manage your documents with DMS in the following cases: You are already using DMS and require access to the existing DMS documents. This also gives you the option of managing your documents in Microsoft® Windows File Explorer. In all other cases. You opened a control plan in the Control Plans initial view. 3. Procedure 1.2008 You can only generate objects for control plans that have been released. You want to exchange your documents between DMS and cProjects. If you are working with initiatives. Choose Generate Objects. The filter determines which data from the control plan is transferred. You want to classify your documents.

navigate to the place where you wish to insert the new folder. Procedure Creating a Folder . programs.2008 Documents Information carriers that describe objects such as technical drawings. for example. You can assign documents to each project element. Prerequisites You created the documents that you want to assign to a project element. or text documents. In the structure tree. If folders already exist. You are in the detail view of a project element on the Documents tab page. Structure A document consists of the following elements: Document data. navigate to the project element for which you want to create a folder. The system displays the project element as the top node in the Document Folder column. You can use templates to create documents. as files. document name. document description. or file size More Information Assigning Documents and Creating Folders Editing the Document or Folder Using Document Templates Content Versions Tabular Document View Integration with a WebDAV Client Assigning Documents and Creating Folders Use You can check in the documents that you assign to a project element to document folders. graphics.09. for example. 1. to get a better overview. You can structure the documents in document folders. 2. or document status File data.. file name. file type. Collaboration Projects 198 .SAP Online Help 12. You can protect each document and folder from unauthorized access using authorizations [Seite 242].

If you want to create a link to the document.2008 Note that the following characters should not be used in the name: üäöÜÄÖß?!"§/()={}[]\*<> 5. enter the file path in the File field and then choose Check In. if necessary. In the New Folder area. Assigning a Document 1. 5. In the Document Folder column. If you want to check in the document to the system. navigate to the project element to which you want to assign a document. 2. if required. Enter a Description and assign a Status. Save your entries. Note that the following characters should not be used in the name: üäöÜÄÖß?!"§/()={}[]\*<> 7. The system switches to the detailed information for the document and copies the document name to the document data. 8. 4. 6. 12. Choose New Folder. Editing the Document or Folder Use You can edit documents as follows: Change document and folder data Delete Copy and paste Cut and paste Download documents Collaboration Projects 199 . In the structure tree. . enter the file path in the URL field and then choose Check In As URL. Choose New Document. 4. Choose Continue.SAP Online Help 3. navigate to the place where you want to assign a document. You can then edit [Seite 199] the new folder. You can edit the document [Seite 199] and assign authorizations [Seite 245]. Save your entries..09. Result The system checks in the document as a new content version [Seite 202]. The system creates your new folder. 3. Change the document name. enter a different folder name.

Save your entries.2008 Upload documents Display and change linked files Prerequisites You assigned documents and created folders [Seite 198] for a project element. Choose Delete.. Save your entries. In the Document Folder column. 3. . 2. Downloading Documents to Your PC You can download a document to your local PC and lock it to prevent other users from making changes to it. In the Document Folder column.. You are editing a project element and are on the Documents tab page.SAP Online Help 12. Choose Paste. Collaboration Projects 200 . Save your entries. Cutting and Pasting a Document or Folder . In the Document Folder column.. Change the data. 1. 2. 5. . 4. In the Document Folder column. navigate to a document or folder. 3. Choose Paste. Deleting a Document or Folder Note that when you delete a folder. 1. Procedure Changing Document and Folder Data . the system also deletes all subdocuments and subfolders. 3. 1. Confirm that you want to delete the object. In the Document Folder column. Copying and Pasting a Document or Folder . navigate to a document or folder. 4. The system creates a copy of the document there. navigate to a document or folder. Save your entries. navigate to the place where you want to insert the folder or document. 3. 2. Choose Copy. 2. In the Document Folder column. navigate to the place where you want to insert the folder or document. 4. 5. The system moves the document. navigate to a document or folder.09.. 1.. Choose Cut.

7. If you want to check this file in again later on. Make changes. Uploading Documents from Your PC . 3. 3. Save your entries. In the Document Folder column. 6. You are in the editing view of a project element and you are on the Documents tab page. In the Document Folder column. 5. Save the document to your hard drive by clicking the secondary mouse button on the file name and selecting the appropriate function from the context menu.SAP Online Help 1.09. if required. The system opens the file for editing. Using Document Templates Prerequisites In the Templates initial view. If you want to check this document in again later on. you must remember where you saved it. other users can overwrite your changes. you created and released document templates (see Creating a Template [Seite 36]). 1. and save the file to your hard drive. In the Document Folder column. 4. navigate to a document. 1.. Enter a Description. you must remember where you saved it. and enter the Status. Choose Browse and select the file that you want to check in. Select the indicator Document cannot be changed by other users to lock the document so that other users cannot make changes to the file data. 2. or select Overwrite Current Version. 8. Deselect the indicator Document cannot be changed by other users so that other users can make changes to the document or check the document out. Collaboration Projects 201 . Choose Create Version. navigate to a document. If you do not select this indicator. navigate to a document. 12.2008 2. Choose Check In to check the document in to the system. Displaying and Changing Linked Files . click the file name. 2.. if required. The system switches to the detailed information for the document and copies the document name to the document data. 3. or choose Check In As URL to create a link to the document. In the File Data area. Select Create New Version to create a new content version [Seite 202].

To create a link from the folder to the template. In the left screen area. you can create new content versions of this document. Features You can view all the versions of your document that you have already created. Prerequisites You opened a project element for editing and are on the Documents tab page under Content Versions. Collaboration Projects 202 . 4. Tabular Document View Use The tabular document view offers you a quick overview of all folders and documents assigned to a project element. column. The system marks the current version of the document in the Act. position your cursor on the folder to which you want to copy the template or the folder with the templates.. 1. To copy the template or the folder with the templates to this folder. In the Document Folder area. 3. you can see the document templates. Templates area. Choose Templates. 5. choose Copy. Save your entries. In the Doc. 2. you can see your document folder and in the right screen area.SAP Online Help 12. position your cursor on the document that you want to use as a template or on the folder with the documents that you want to use as templates.2008 Procedure . 6. Features You can branch to the document using by choosing the file name link. Content Versions Use When you upload a document from your local PC to cProjects or check in a document you have already checked in again. You can display the individual versions by clicking the file name.09. choose Create Link.

Then use the Entire Document Structure function to insert a document structure in document structures that are linked to superior project elements. You can insert documents from an existing collaboration in the document structure of a DMS folder that is linked to a project element. You can exchange documents between cProjects and SAP DMS.2008 Integration with SAP Document Management Use You can manage your documents using document management (SAP DMS) and exchange documents between DMS and cProjects. Features You can link project elements to existing document info records via an SAP DMS object link. See also: Working with Document Info Records [Seite 204] Collaboration Projects 203 . Integration You can create collaborations [Extern] straight from the documents in SAP DMS or add documents to existing collaborations. Document management (SAP DMS) corresponds to the SAP application component CA-DMS.09. Prerequisites Your system administrator has permitted the use of SAP document management for the current project type (see Customizing for Collaboration Projects under Structure Define Project Types). We recommend that you install SAP Easy Document Management 3.00 or a higher release on your PC. Then click the file name to display the document or download it to your PC.SAP Online Help 12. You can open the application by clicking the document number from the document structure display or the link overview. You can create new document info records (with or without templates) and link them to project elements simultaneously. you will see all the document structures of lower-level project elements. If you display the document structure of a document info record that is linked to a superior project element. you can include a document structure in the folder of an SAP DMS project status report and send it together with the report. You create an entire document structure for a project status report for a program and insert all project status reports of the assigned projects in the structure. Furthermore. It is part of SAP PLM and SAP ERP. You can group the document structures for the individual project elements together to form an entire document structure that reflects the project structure.

the system either displays the info record ID as soon as you have saved or only after you have chosen Refresh.2008 Working with Document Info Records Prerequisites . 3. 1. the info record with the link will not exist in SAP DMS. If the first link you create is a link to an existing document info record. Select a document link. 3. Changing the Name of a Linked Document Info Record . Note the following when you create a link to a new document info record: The new info record with the link is only saved when you save the project. the link will not be saved... If you leave the project after creating the link without saving. If this is the case. 1. If you leave the project without saving after you have created a link. Procedure Creating a Document Link 1. note that the link is only saved when you save the project. 2. If you create a link to an existing document info record. Depending on the settings made by your system administrator. the system displays the document structure as soon as you have selected the document info record and does not automatically return to the overview.. Select a document link. Choose Change. choose Close Document Structure to go to the overview. Choose Delete. 2. the system displays the document structure straight away when you open the tab page. 2. Choose Create. Collaboration Projects 204 . Enter the required data and then choose Continue on each screen. Deleting a Document Link .SAP Online Help 12. Once you reach the overview again. Note that the document info record still exists in DMS. The system guides you through the creation process. You are on the level of the required project element on the SAP DMS tab page in the document info records overview. Enter the new name and choose Continue. save your project. If a single document info record is linked to this project element. The system deletes the link.09. You can only create new links from here.

The system proposes all superior project elements and the document structures that belong to them. Select a document structure and choose Continue. 2. 3. click Open in the Application column. 3. If necessary. Choose Entire Document Structure. If you are in a project definition for which you have already created a project status report in SAP DMS.. 2. If you display the superior document structure. 3.. the system displays the overview of the cProjects documents of the project element. 4. click on the document number. 1. Choose whether you want to insert the document info record in the document structure of a superior project element or delete it from the document structure. Choose Threshold Values. Including a Document Info Record in a Document Structure or Deleting it . To open the document info record for editing from the document structure in SAP DMS. Choose Transfer Documents. Transferring Documents Between cProjects and SAP DMS. To display the data of the document info record. choose whether you want to transfer project status reports or documents to the project element you currently in. Displaying the Document Structure of a Document Info Record . . Select a document link.09.2008 Displaying or Editing a Document Info Record . The system inserts the document info record in the document structure or deletes it from the document structure.SAP Online Help 12. see Transferring Documents [Seite 221]. This query appears in the project definition only and then only if you store your status reports in cProjects. 1. Select a document link. Otherwise. it might be necessary to choose Read SAP DMS document structure again.. Choose Display Document Structure. To display the original of a document info record from the document structure. You can set a manual severity here. 1. 4. For more information. Select a document link. To open the document info record in SAP DMS for editing.. Save the project. The system displays the threshold value violations for this document link.. Displaying Threshold Value Violations for a Document Info Record . click on the file name (if it exists). 2. 4. 2. Select a document link. 1. click on the identification. Transfer the required documents. the document structure of this status report is the superior document structure. 5. Collaboration Projects 205 . 1. 2.

You can then process this data using functions provided by SAP Knowledge Management (for example. choose Hide. see Technical Description and Configuration Information [Seite 209]. To close the area. You install the portal drive on your PC. For more information about the necessary configuration steps. folders and documents). It also allows integration with Microsoft Windows File Explorer.SAP Online Help 3. Employees can then navigate in a familiar working environment within the nested structure elements and evaluate and edit the resources that exist there (for example. The connection to SAP Knowledge Management in the SAP NetWeaver Portal allows cProjects or cFolders documents to be used as a data source in the portal. Your system administrator for the cProjects or cFolders system defines the WebDAV access in Customizing for cFolders or cProjects. Integration WebDAV Applications The standard system supports two WebDAV applications: WebDAV repository manager in SAP Knowledge Management (application component EP-KM) You install a SAP NetWeaver portal with SAP Knowledge Management (KM) and configure a WebDAV repository manager for the cProjects or cFolders repository in Content Management in KM. using an external WebDAV-compatible application. 12. the cross-repository search function).2008 See also: Integration with SAP Document Management [Seite 203] Integration with a WebDAV Client Purpose The WebDAV interface (Web-Based Distributed Authoring and Versioning) enables a connection to be set up between cProjects or cFolders and SAP Knowledge Management in the SAP NetWeaver Portal. This connection enables project members from a cProjects or cFolders project to edit the project and collaboration hierarchy structures contained in a cProjects or cFolders repository.09. Your system administrator for the cProjects or cFolders system defines the WebDAV access in Customizing for cFolders or cProjects. SAP NetWeaver portal drive This WebDAV application connects Microsoft Windows File Explorer to a configured cProjects or cFolders repository. Collaboration Projects 206 . The integration with Microsoft Windows File Explorer provides users with a user interface comparable to the user interface of a file server. see SAP Library for SAP NetWeaver under Getting Started – Using SAP Software Working with Tools and Features Working with Folders Working with Folders in Windows (Portal Drive) Personalizing the Portal Drive Connect. For more information about the portal drive connection.

2008 Language A WebDAV application creates a session in the cProjects or cFolders system. Structure Elements Application Project structure from cProjects Structure Elements Project elements: project definition. The user must enter his or her user name and password for the system. Collaboration structure from cFolders Collaboration. phase. Otherwise. Languagedependent texts are output in the language of the current session in the cProjects or cFolders system. Only those users who can log on directly to the cProjects or cFolders system have access to the cProjects or cFolders repository via the WebDAV interface. checklist item. A user who has read authorization for a project element in cProjects should also have read authorization for all the subfolders and subdocuments of this project element. If the WebDAV request is issued by KM in the portal. Features Evaluating the Hierarchy Structures The following overview contains the elements of the hierarchy structures from cProjects or cFolders that you can access via the WebDAV interface.09. checklist. Entry Objects Collaboration Projects 207 . he or she requires special authorization in the cProjects or cFolders system. If the user wants to create. this session uses the language that is set up for the user in the portal. see Technical Description and Configuration Information [Seite 209]. Authorizations A WebDAV application must authenticate itself each time it sends a request to the cProjects or cFolders system.SAP Online Help 12. If the WebDAV request comes from the portal drive. the user-specific language setting in the cProjects or cFolders system determines the language of the session. folder Document You have the option of connecting a WebDAV-compatible application to an entry object in such a way that only the hierarchy is visible below the entry object. task Folder Document The system only displays documents that are also displayed on the Documents tab page in the standard system. the WebDAV interface cannot transfer the data correctly. For more information. or delete data via the external WebDAV application. change. The authorizations for the user are checked in the cProjects or cFolders system: The user only has access to cProjects or cFolders data via the WebDAV interface for which he or she has read authorization. irrespective of the user-specific language setting in the cProjects or cFolders system. You make the language setting by choosing System User Profile Own Data. work area Root folder.

work area. If. you specify a naming convention of 30 characters for each hierarchy level. folder Editing cProjects and cFolders Structures In the WebDAV application. Collaboration Projects 208 .2008 Application Project structure from cProjects Entry Objects cProjects repository Project elements: project definition. phase. for example. multiple sessions are created for a user in the cProjects or cFolders system. For more information. checklist item. documents) contained there. However. This WebDAV application can currently process a URL of up to 180 characters as the WebDAV URL for an entry object. the name is cut off after 35 characters and is uniquely defined by a number. the name of a folder can have a maximum of 35 characters. status reports and documents that are only checked in as a link cannot be accessed via the WebDAV interface. Archived documents can no longer be accessed via the WebDAV interface. If you use WebDAV applications that are not supported by SAP. checklist. cProjects: DMS documents.SAP Online Help 12. you can navigate in the project and collaboration structure and access the structure elements (for example. If documents or folders are created whose names have more than 35 characters. cFolders Documents without a version (file) cannot be accessed via the WebDAV interface. A new version of the document is created each time you save. In cProjects. root folder. The date format for the Session Timeout is not WebDAV-compliant. you can work with a structure depth of eight levels. Only the newest version of documents that have several versions can be accessed via the WebDAV interface. Portal drive This WebDAV application can currently only process paths of less than 240 characters. see Editing Functions for Project and Collaboration Structures [Seite 214] Function Details [Seite 216] Constraints In order for the external WebDAV-compatible application to process all data from the cProjects or cFolders repository. note the following recommendations: Documents Document names can have a maximum of 35 characters. task Collaboration structure from cFolders cFolders repository Collaboration.09. this is not WebDAV-compliant and can lead to names being misinterpreted by the WebDAV application.

Prerequisites You have to configure the following data in the cProjects or cFolders system: You have to specify a server and a port for the HTTP protocol in the Internet Communication Manager. The standard system contains the host cpro in the HTTP service tree in the sap entry. This section contains information about the configuration of the WebDAV interface in the cProjects or cFolders system and the configuration of a WebDAV repository manager in the portal. Activate the host cpro (WebDAV Interface for cProject Suite). see SAP Library under Activating an SICF Service. The following special characters may have a special meaning in the URL: %. /. Collaboration Projects 209 . you have to make a number of settings in the cProjects or cFolders system. <. If you enter a high value. #. and documents. Therefore. You can change the timeout predefined in the cpro host from the standard system. \. You have to set up the HTTP communication with the SAP system as the server (transaction SICF Maintain Services). work areas. For more information. and spaces. &.09. +. folders. Choose External Aliases and create a new alias for the cpro node. For more information.SAP Online Help 12. default_host In the cross-client settings. for example. see SAP Library under Components of SAP Communication Technology Communication Between ABAP and Non-ABAP Technologies Internet Communication Framework Internet Communication Framework Administration: HTTP Communication Using the SAP System Administration: HTTP Communication Using the SAP System as a Server. root folders. some of which may no longer be in use and this puts an unnecessary strain on the system performance. project elements. see Function Details [Seite 216]. Technical Description and Configuration Information Purpose In addition to installing a SAP NetWeaver portal drive or a SAP NetWeaver portal as WebDAV clients. For a list of the functions. This means that a session in the cFolders or cProjects system is deleted if it has not been used for more than ten minutes. the timeout for the session is specified as being ten minutes in the cFolders and cProjects system. You use an external alias to make the settings for a particular client.2008 The WebDAV interface of the cProjects or cFolders repository does not support all the functions that are provided on the user interface of the WebDAV application. these special characters must not appear in the names of the following objects: collaborations. For more information. see SAP Library under Administration of the Internet Communication Manager. there will be a large number of active sessions in the standard system.

Note the information in the Implementation Guide (IMG).09. In the portal. the buffered data is not read again on a regular basis. Make Settings for the WebDAV Interface (mandatory) In this IMG activity. Refresh time in seconds (optional) The refresh time specifies the maximum amount of time that lapses before the buffered data is read again from the database. the WebDAV interface programs then have to read data from the database more frequently and this is detrimental to the system performance. If you do not enter a value for the refresh time. The following data is part of the settings: WebDAV URL (mandatory): You enter the WebDAV URL that is valid for the cProjects and cFolders repository according to predefined conventions. see Defining the WebDAV URL [Seite 212] and the Implementation Guide (IMG). Indicator for activating the WebDAV interface for cProjects or cFolders (mandatory) Settings for the WebDAV Interface. Index service (only for cProjects. Call Customizing in the SAP Reference IMG as follows: cProjects Choose Collaboration Projects cFolders Choose Collaboration Folders Carry out the following activities: Edit External IDs for the WebDAV Entry Objects (optional) Objects that can be used as entry objects [Seite 206] for the WebDAV interface are assigned a unique number (external ID). This number is part of the URL required for communication with the WebDAV application.SAP Online Help 12. Process Flow Executing IMG Activities in cProjects and cFolders You make the system settings either in Customizing for cProjects or for cFolders. Collaboration Projects 210 . but only if an error occurs. optional): This setting is only relevant if you use Knowledge Management in the SAP NetWeaver Portal as a WebDAV application. the data that was buffered in a session is very quickly lost. For more information about the WebDAV URL. For example. In the standard process. For more information. You specify this user here. Documents Settings for the WebDAV Interface.2008 If you enter a low value. you have to map the user who carries out indexing to the user you entered for the index service in the cProjects system. see SAP Library under Creating an Alias and Logging on to an SAP Web Application Server. a user only sees those projects below the entry object of the cProjects structure in which he or she is participating and for which the project work has not yet been completed. you set up the communication between a WebDAV application and a cProjects and/or cFolders repository. For indexing (search function). a user is required who has read authorization for all the projects below the entry node.

SAP Online Help 12. For more information. The user must have administrator rights on the computer on which you want to install the portal drive. using the following steps: . The Capacity value depends on the number of frequently used resources within the repository. Create a memory cache. These BAdIs provide methods that you use to perform the following actions: Delete attributes that the standard system transfers to an object Change values of an attribute Add more attributes For more information about creating enhancement implementations. For more information. you have to configure a WebDAV repository manager in the portal. see the Implementation Guide (IMG). the user does not need any administrator rights to use the software. Enter a similar value to the refresh time for the Default Time-to-Live. Configuration of a WebDAV Repository Manager Configure a WebDAV repository manager in the portal.. 2. Enter a System ID for your cProjects or cFolders system (for example. Portal Drive The portal drive is a desktop application that must be installed and configured on each computer on which you want to use it. For more information. Configuring WebDAV Applications WebDAV Repository Manager in SAP Knowledge Management In order to have a cProjects or cFolders repository as a data source in the portal. Create an HTTP system for the cProjects or cFolders system.2008 Implementing Enhancement Spots (BAdIs) There is a BAdI for both cProjects and cFolders that you use to influence the selection of data (attributes of the objects) before transferring the data to the WebDAV application. QPL). See Technical Description and Configuration Information [Seite 209]. For more information. see SAP Library under Knowledge Management Administration Guide System Administration System Configuration Content Management Configuration Utilities Caches and Components and Their Caches. see Configuration of a WebDAV Repository Manager [Seite 211]. Once the portal drive has been installed.09. see SAP Library under Knowledge Management Administration Guide System Administration System Configuration Content Management Configuration Global Services System Landscape Service System Landscape Definitions HTTP System. .. Collaboration Projects 211 . Choose Singleton. 1. see SAP Library under Introduction to Using SAP Software Working with Tools and Functions Working with Documents and Folders Working with Folders in Windows (Portal Drive). ..

sap.corp:44331/qpl090webdav/cfx/cwn In this case. see SAP Library under Knowledge Management Administration Guide System Administration System Configuration Content Management Configuration Repositories and Repository Managers External Repositories WebDAV Repository Manager and the subdocuments of this topic.2008 Enter the Server URL in the following format: <protocol>://<server>:<port> (for example. 3. You insert this WebDAV URL in the specified field in the WebDAV application. Collaboration Projects 212 . Create a system in the portal system landscape.wdf. Enter an alias for the system. enter the following value as the System Path: /qpl090-webdav/dpr The WebDAV URL of the cFolders repository is http://pwdf0500. Use an alias that is identical to the system ID of the HTTP system (see step 2). Enter the admin user in the User Management property category. For more information. The WebDAV URL of the cProjects repository is http://pwdf0500.wdf.sap. http://pwdf0500. System Path Enter the WebDAV URL part after the port. This alias must match the system ID for your cProjects or cFolders system. Enter the following data: Name and Prefix System ID (Landscape Service) Enter the ID of the HTTP system.wdf. For more information.sap. you have to create a system in the portal system landscape with the type HTTP System. see SAP Library under Knowledge Management Administration Guide System Administration System Configuration Content Management Configuration Repositories and Repository Managers External Repositories WebDAV Repository Manager Creating a System in the Portal System Landscape.SAP Online Help 12. Defining the WebDAV URL You use the WebDAV URL to link a WebDAV application to an entry object from the cProjects or cFolders system. enter the following value as the System Path: /qpl090-webdav/cfx/cwn 4. in addition. If you want to assign a user. Cache Enter the memory cache.corp:44331/qpl090webdav/dpr In this case.09.corp:44331). Create a WebDAV repository manager and configure it.

.. WebDAV URL for Entry Objects cProjects .09...sap. work area.wdf. .corp:44331/qpl090-webdav/dpr Collaboration Projects 213 . choose WebDAV URL. A popup appears that displays the WebDAV URL. You can use three fields to define the URL and you can enter a maximum of 132 characters in each field. See Editing Project and Collaboration Structures [Seite 218].. cFolders . A popup appears that displays the WebDAV URL. If you want to use a project element (project definition. you have to extend the first part of the WebDAV URL.corp:44331/qpl090-webdav For more information. 2. or a cFolders folder as an entry object and you require the WebDAV URL that belongs to it. 1. If you want to use a collaboration. phase. See Editing Project and Collaboration Structures [Seite 218]. The following convention applies to the URL: <protocol>://<server>:<port>/sap/cpro Example: http://pwdf0500.wdf. Application cProjects Extension of URL Add the following character string to the first part of the WebDAV URL that you defined in Customizing: /dpr Example: http://pwdf0500. . navigate to the relevant object in the cFolders application. 2.corp:44331/sap/cpro You define a client-specific URL alias for /sap/cpro.sap. WebDAV URL for the Entire Repository If you want to use the entire cProjects or cFolders repository as an entry object. Under Additional Functions. see Technical Description and Configuration Information [Seite 209].SAP Online Help 12.sap.wdf. checklist. . root folder. Choose the Documents tab page and click WebDAV. The following overview describes how to add an extension to the URL.2008 WebDAV URL in Customizing You specify the first part of the WebDAV URL in Customizing for Collaboration Projects and Customizing for Collaboration Folders by choosing the activity Make Settings for the WebDAV Interface. task. 1. or checklist item) as an entry object and you require the WebDAV URL that belongs to it. navigate to the relevant project element in the cProjects application. Example: system QPL and client 090: http://pwdf0500.

you can conveniently edit these structures in the familiar environment of the Microsoft Windows File Explorer user interface.2 If you are using this business package and have integrated collaborations from a cFolders 3.2008 cFolders Add the following character string to the first part of the WebDAV URL: /cfx/cwn Example: http://pwdf0500. add the following character string to the WebDAV URL: /cfx Example: http://pwdf0500.1 system in the collaboration room. note the following: In order to avoid losing links to the collaborations when you replace the cFolders repository manager from the business package named above with the WebDAV repository manager. see Function Details [Seite 216]. you can set up a TREX connection via the portal for the document search which ensures quick access to the documents in a cProjects or cFolders repository. Prerequisites See Integration with a WebDAV Client [Seite 206] and Technical Description and Configuration Information [Seite 209].wdf.sap. Features The following tables list the functions you can use to edit the objects from the project structures and collaboration structures.corp:44331/qpl090-webdav/cfx Editing Functions for Project and Collaboration Structures Use The project and collaboration structures in a cProjects or cFolders repository can be edited using external WebDAV-compatible applications. For example.corp:44331/qpl090-webdav/cfx/cwn Business Package for Design Collaboration 60.09. you can edit these structures with the user interface in Knowledge Management.sap.SAP Online Help 12. Create b. Function c. Editing Functions for cProjects Objects a. If you have configured a WebDAV repository manager in the SAP NetWeaver Portal for the cProjects or cFolders repository. If you have installed a portal drive. For more information about the functions. cProjects Objects d. Folder Collaboration Projects 214 .wdf.

Copy (from an external system): o.2008 e. checklist. Folder h. task. phase. change. root folder Folder Document Copy (from an external system) Lock Folder Document Document Activities WebDAV Repository Manager If you have configured a WebDAV repository manager in the portal for an entry object in the cProjects or cFolders system. Document f. delete cFolders Objects Folder Document Rename Root folder Folder Document Copy (to an external system) The following objects are copied in the same way as normal folders: collaboration. . you can edit the objects below it using the standard Knowledge Management functions.SAP Online Help 12. Document g. Folder q. Project elements are copied in the same way as normal folders: project. rename i. checklist item l. work area. Collaboration Projects 215 . Folder m.. Change. Portal Drive If you have installed a portal drive. Document Editing Functions for cFolders Objects Function Create. from any local directory on your PC or server to cProjects r. from cProjects to any local directory on your PC or server n. you can link this external application to a cProjects or cFolders object and edit the objects below it. Document k. see Editing Project and Collaboration Structures [Seite 218]. For more information.. Lock s. Document p.09. Copy (to an external system): j. delete. .

The WebDAV client first loads all the folders and files that are to be copied. a local file system) to a cProjects or cFolders repository. a folder or document) below a project element or folder. Features The WebDAV interface of the cProjects or cFolders repository does not support all the functions that are provided on the user interface of the WebDAV application. See Objects with the Same Name [Seite 217] You use a WebDAV client to copy an object from a cProjects or cFolders repository to an external system (for example. and so on). Collaboration Projects 216 . The WebDAV client first loads all the folders and files that are to be copied. it deletes all the subobjects including locked documents. Copy (from an external system) You use a WebDAV client to copy an object from an external system (for example.2008 Function Details Use You can edit the objects in the project and collaboration structures using a number of different functions. It then writes them to the target system one by one. To do this. description. See Objects with the Same Name [Seite 217] Change You can extend an existing structure by creating a new object. you need at least write authorization for the document. Function Create Details You can create an object (for example. Delete You delete an object. Therefore. It then writes them to the target system one by one.SAP Online Help 12. folders. You cannot create a folder or document directly below a collaboration or work area. check whether all the subdocuments can be deleted too. see Editing Functions for Project and Collaboration Structures [Seite 214]. When you delete a folder. For an overview of the objects you can edit using these functions. Lock You can lock documents. Rename Copy (to an external system) You can rename root folders. Since the system does not check whether a subdocument is locked. the system ignores the locks placed on the subdocuments. a local file system). and documents. Note the information under Delete. You cannot change any attributes (status. before you delete an object. The following table displays an overview of the functions you can execute via the WebDAV interface. This process creates a new version of the document in the cProjects or cFolders repository.09. You can edit and save an existing document.

The default implementation supplied by the system can be found in the class CFX_UNIQUE_FOL_NAMES_DEFAULT.2008 Objects with the Same Name The WebDAV protocol specifies that each object in a collection (an object that can contain other objects) has a unique name. cFolders In the standard system. The user does not have read authorization for this object and therefore. do not use the WebDAV interface. Collaboration Projects 217 . cannot see it. this causes errors in WebDAV applications. For more information. the system issues an error message when the user tries to create a folder with the same name as an existing one. This folder contains the document AB. This check only produces the correct result if the user has all the necessary authorizations and can see all the objects in the folder. he or she can do this without receiving any error messages. objects with the same name are permitted. We recommend that all users who edit documents and folders in a collection have read authorization for all the objects in this collection.SAP Online Help 12. Creating and Renaming Objects via cProjects and cFolders cProjects You cannot use the user interface of the cProjects application to create and change documents and folders that have the same name. A user who has read authorization for all the objects in folder A (for example.doc in folder A. the WebDAV application checks whether the new name is unique. the user for indexing) will then receive an error message for the content of folder A. If you do this. the WebDAV interface uses the following method to ensure that the names of project elements (cProjects) and collaborations and work areas (cFolders) are unique: The object type and a unique number are added on to the end of the name after a tilde. If this user wants to create a new document with the name AB.09. The user must ensure that no folder names or document names appear more than once within a single folder. you can create folders with the same name by means of the user interface of the cFolders application or using the APIs. see Customizing for Collaboration Folders under Business AddIns (BAdIs) Check Whether Duplicate Folder Names Can Be Created. the user is editing folder A. For example. Creating and Renaming Objects via the WebDAV Interface When folders or documents are created or renamed via the WebDAV interface.doc. If you want to avoid duplicate names. If. In order to identify the existing objects correctly. you can implement and activate the CFX_UNIQUE_FOL_NAMES BAdI in Customizing for Collaboration Folders. Displaying Existing Objects via the WebDAV Interface If two documents or folders with the same name exist in a single folder.

09. 2. Prerequisites See Integration with a WebDAV Client [Seite 206] and Technical Description and Configuration Information [Seite 209]. You call the WebDAV URL as follows: cProjects Choose WebDAV on the Documents tab page. For example. Process Flow . use the CFX_UNIQUE_FOLDER_NAMES report. 5. If you are working in the portal. for example. You display the object you want to edit in the external WebDAV application on the user interface of the cProjects or cFolders system. 1. 6. It is advisable to put organizational measures in place to ensure that documents are always assigned unique names. cFolders Choose Additional Functions and then WebDAV URL in the application toolbar. See Editing Functions for Project and Collaboration Structures [Seite 214]. As soon as the external application sends a request to the cProjects or cFolders system.2008 If you want to check whether folders with the same name occur in the same collection in your cFolders repository. Collaboration Projects 218 . a folder. a project element. 4. Display the WebDAV URL.SAP Online Help 12. you set up a new connection between a portal drive and a cFolders folder. for example. create a new folder or a new document. you enter your logon data to identify yourself for the cProjects or cFolders system. The system opens a separate window and displays the path for the WebDAV URL. for example. Go to the WebDAV application and enter this WebDAV URL in the specified field. 3. you have to enter this path as the server URL. or a document. to edit the project and collaboration structures. Editing Project and Collaboration Structures Purpose You use an external WebDAV-compatible application. this is usually done by the portal itself. This can be.. This ensures that the names are unique. enter more data as required and start the connection. Edit the cProjects or cFolders objects using the user interface of the external WebDAV application. If you are working with a portal drive. This report also gives you the option of automatically renaming folders that have the same name. The portal drive then carries out the authentication for you. Depending on your WebDAV application. as you have already authenticated your user here. Copy the WebDAV URL to the clipboard. you have to authenticate your user when you first connect to it. If. a portal drive.

Procedure . you selected the cFolders checkbox in the Collaboration group box. "project" is synonymous with "initiative" in the following sections.09. If you are working with initiatives. In Customizing for Collaboration Projects under Structure Define Project Types. Your system administrator has permitted the use of collaborations for the current project type (see Customizing for Collaboration Projects under Structure Define Project Types). For more information about cFolders. You cannot make any changes if you opened a snapshot. Features Creating a Collaboration [Seite 219] Assigning an Existing Collaboration to a Project Element [Seite 220] Transferring Documents [Seite 221] Renaming a Collaboration or a Folder [Seite 222] Maintaining a Collaboration [Seite 223] Deleting a Link to a Collaboration [Seite 223] Creating a Collaboration Prerequisites . In the structure tree [Seite 41]. Choose Create. You installed and configured cFolders... 2. Integration with cFolders Use You can use a collaboration [Extern] to exchange documents you created or assigned to a project in cProjects or document management (DMS) with internal or external partners. 2.2008 7. 1. Collaboration Projects 219 .SAP Online Help 12. You are in the detail view of a project on the Collaborations tab page. 1. Prerequisites . see Design Collaboration with cFolders [Extern]. 1. 3. You installed and configured cFolders.. select the project element for which you want to create a collaboration. The data from the external WebDAV application is transferred to the WebDAV application of the cProjects or cFolders system via the WebDAV interface. 2.

The system creates the collaboration and displays the overview of the collaborations again. DMS documents. Save the collaboration.SAP Online Help 12. for which you have authorization and which are marked as templates (see Templates [Extern]). Create the collaboration in cFolders: a. The system opens the view for transferring documents. Change the name. the last three are only available if the corresponding documents already exist for the selected project element or the project type permits this function. 4. If you only save the collaboration. You are in the detail view of a project on the Collaborations tab page. Select the target system on which your cFolders application runs under cFolders System. or DMS status reports as the source. cProjects status reports. You can transfer documents straight away or later on (see Transferring Documents [Seite 221] ). if required. If you want to use a different collaboration as a template for creating the new collaboration. Prerequisites In Customizing for Collaboration Projects. the system cannot create the collaboration.09. However. This field only exists if collaborations already exist in cFolders. The collaboration inherits the authorizations [Seite 242] of the project element to which it is assigned. Decide whether you want to use a collaborative scenario [Extern] or a competitive scenario [Extern]. choose the template here. Choose the source from which you want to assign documents to the collaboration.2008 3. Result The collaboration is created in cFolders and assigned to a project element. or link a collaboration or folder to a project element with a URL. Assigning an Existing Collaboration to a Project Element Use You can assign a collaboration or a folder of a collaboration to a project element. Save the project. 9. if required. b. 6. 7. Collaboration Projects 220 . the assignment of the collaboration to a project element in cProjects is lost. you selected cFolders in the Collaboration group box under Define Project Types. 8. If no target system is available. Choose Continue. You can use cProjects documents. 5.

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Procedure
..

1. In the structure tree [Seite 41], select the project element to which you want to assign a collaboration. 2. Choose Assign Collaboration. 3. Select the target system on which your cFolders application runs under cFolders System. 4. You can choose from two options (you can activate the other option by deleting the current selection): Assign Collaboration or Folder via Search Help (option 1) Enter a collaboration or choose one using the search help. When you confirm the collaboration by choosing Enter, you have the option of assigning a single folder from the collaboration. Link Collaboration or Folder via URL (option 2) Enter the URL for a collaboration or folder. 5. Choose Continue. 6. Save the project.

Transferring Documents
Use
You can exchange documents between cFolders and cProjects and between cFolders and SAP document management (DMS) in both directions.

Prerequisites
You have a user in a cFolders system. You have created [Seite 219] or assigned a collaboration [Seite 220]. You are in the detail view of a project on the Collaborations tab page.

Procedure
..

1. In the structure tree [Seite 41] select the project element of the collaboration to which you want to transfer data. 2. Select the collaboration whose data you want to compare with the data in cProjects. 3. Choose Transfer Documents. 4. Choose the document source. 5. You can use cProjects documents, cProjects status reports, DMS documents, or DMS status reports as the source. However, the last three are only available if the corresponding documents already exist for the selected project element or the project type permits this function. The system opens the overview. In the left area you see the documents in cProjects or in DMS and in the right area you see the collaboration in cFolders. The following functions are available: You can expand the folder structures with Collapse All. Collaboration Projects Expand All and collapse them with

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To open a document before transferring it, select the document and choose Display. The system opens the document in the appropriate application. If you maintain the collaboration and the project at the same time, you can use Reread Collaboration to be sure that you see the current status of the collaboration. 6. Select the object you want to transfer [Extern] in one area and in the other area, select the target for the data you want to transfer. If the object you select already exists in the other area, the system selects the corresponding object in the other area automatically. 7. Choose with the quick info text Copy Folders/Documents from cFolders to cProjects with the quick info text Copy Folders/Documents from cProjects to cFolders. or The following table shows which transfer options are available: Selected Objects One folder in each area System Activity During Transfer The folder you want to transfer is assigned as a subfolder to the folder you selected as your target folder. The system transfers the current version of the document you want to transfer to the target system as the new version. The old version remains in the target system, but you cannot view it here. You can see it on the Documents tab page or in the collaboration in cFolders. You can transfer the document only. You cannot transfer the folder in this case. The system creates the document as a copy in the folder. 8. Save the collaboration.

One document in each area

A document in an area, a folder in another area

Renaming a Collaboration or a Folder
Prerequisites
You have created [Seite 219] or assigned a collaboration [Seite 220]. You are in the detail view of a project on the Collaborations tab page.

Procedure
..

1. In the structure tree [Seite 41] select the project element of the collaboration or folder you want to rename. 2. Select the collaboration or folder you want to rename. 3. Choose Rename. 4. Enter the new name. 5. Choose Continue. The system adopts the new name.

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The system only changes the name of the collaboration or folder in cProjects and not in cFolders. If you want to change the name in cFolders, you must make the change in the cFolders system (see Maintaining a Collaboration [Seite 223]). 6. Save the project.

Maintaining a Collaboration
Use
You can maintain a collaboration only in the cFolders system, and not in cProjects.

Prerequisites
You have a user in a cFolders system. You have created [Seite 219] or assigned a collaboration [Seite 220]. You are in the detail view of a project on the Collaborations tab page.

Procedure
..

1. In the structure tree [Seite 41] select the project element of the collaboration you want to maintain. 2. Select the collaboration you want to maintain. 3. Log on to the system, if necessary. 4. Maintain the collaboration. For more information, see Design Collaboration with cFolders [Extern].

Deleting a Link to a Collaboration
..

1. In the structure tree [Seite 41] select the project element whose link to a collaboration you want to delete. 2. Select the collaboration whose link you want to delete. 3. Choose Delete Link. The system deletes the link to the collaboration.

The collaboration itself still exists in cFolders. The only way to delete the collaboration is by opening it in cFolders and deleting it there (see Maintaining a Collaboration [Seite 223]). 4. Save the project.

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Integration with SAP Enterprise Portal
Use
This function enables you to use cProjects in the SAP Enterprise Portal by means of the Business Package for Projects, Portfolio Management, and Design Collaboration (PPMDC) [Extern]. Each user has access to various initial views (roles [Extern], worksets [Extern], and iViews [Extern]), depending on his or her authorizations and the portal roles assigned.

The back-end configuration of cProjects is not automatically reflected in the Portal because the content of the portal roles is static and is not adjusted to match. You create the appropriate portal roles and assign them to the PFCG roles so that the authorizations defined in the backend match the portal roles. To do this, you can use the predefined portal role project management [Extern] and the following showcase worksets as examples or templates: Decision Maker [Extern] Project Lead [Extern] Project Member [Extern] Template Responsible [Extern]

Alternatively, you can call cProjects in the Portal by means of a single iView. Since this iView contains the entire cProjects application, it is not necessary to adjust this iView to match the PFCG configuration of the backend. For more information, see SAP Note 938525.

There are differences between using cProjects in the Portal and using it as a stand-alone version:

When you use cProjects outside the Portal, the tab pages Info, Projects, Tasks, Checklist Items, and so on are available at the top navigation level in cProjects. These tab pages are not visible in the Portal unless you called cProjects by means of a single iView. This is because the relevant tab pages in the Portal are available through the worksets, pages, and iViews in the Business Package for PPMDC. If, for example, you open a project when using cProjects outside the portal, the top navigation bar (initial views) is hidden. If you are working in the Portal, the worksets and portal pages remain visible. When you use cProjects outside the Portal, the Info tab page is available at the top navigation level in cProjects provided that this setting was made in Customizing or in the user settings. In the Business Package for PPMDC, there is no iView or portal page that corresponds to the Info tab page. This is because any portal pages can be added to the Portal straight from the relevant workset and therefore, an additional page is not required as a standard setting. When you use cProjects outside the Portal, the Resource Planning tab page is available in cProjects at the top navigation level if you are using the resource planning application (RPA). When you use cProjects in the Portal, you can use the Resource Planner portal role from SAP CRM instead. For more information, see SAP Note 939501. When you use cProjects outside the Portal, the header area of the application is visible if the Display Header indicator is selected in the user settings. When you use cProjects in the Portal, the header area of the application is not visible and the Display Header

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indicator is grayed out in the user settings because the system uses the header area of the Portal by default. The Exit link is not available when you use cProjects in the Portal because you log on to and log off from the Portal. The integration with virtual rooms [Seite 225] is only fully available in the Portal. For more information about using cProjects in the Portal, see SAP Note 938390. You can also use cProjects functions in the Portal by means of the Business Package for Project Self-Service. For more information, see SAP Library under SAP ERP SAP ERP Central Component Business Packages (Portal Content) Business Package for Project Self-Service.

If you want to navigate away and have forgotten to save your changes, you can use WorkProtect Mode in the Portal to avoid data loss. For example, you can set WorkProtect Mode up in such a way that the system asks the user whether the unsaved data should be saved before navigation. For more information about WorkProtect Mode, see SAP Library for SAP NetWeaver under Getting Started – Using SAP Software First Steps Portal Personalizing the Portal Setting Portal Preferences.

Prerequisites
You installed SAP Enterprise Portal 7.0 and imported the Business Package for PPMDC.

Integration with Virtual Rooms
Use
You use this function to make cProjects documents available in virtual rooms in the SAP Enterprise Portal. This gives you a single point of access to all documents you work with in your enterprise. For more information, see SAP Library for SAP NetWeaver under SAP NetWeaver 2004 SAP NetWeaver People Integration Collaboration User Guide Working with Virtual Rooms.

Integration
In addition to creating virtual rooms, cProjects also allows integration with cFolders [Seite 219]. The two applications focus on different areas: Virtual rooms focus on the collaboration between different departments within a single enterprise. Together with cProjects, virtual rooms help you coordinate your project participants. cFolders focuses on exchanging technical documents and product structures, such as bills of material or iPPE structures, between external partners. When used in conjunction with cProjects, external project participants can complete tasks without having to access the cProjects system.

Prerequisites
You have set up virtual rooms in the SAP Enterprise Portal. Your system administrator has activated this function in Customizing for Collaboration Projects by choosing Define Project Types and created Webservice ports by choosing Create Logical Ports.

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You cannot assign rooms that already exist.2008 SAP supplies the standard template cProjects_Standard_Template for virtual rooms in cProjects. Initial roles and administrator roles are defined in the template.SAP Online Help 12. The selection you make here overwrites the roles used so far. they do not automatically become members of the virtual room. you can define other roles. You can delete them manually. When you create a room. The room owner and the project element responsible are also assigned the administrative role that was specified in the template.09. If you use a different template. You can either create the project participants as room members manually or use the Assign Roles function. the system automatically creates all project participants of the project element and lower-level project elements as room members. in addition. provided that they have a user in the SAP Enterprise Portal.cprxrpm. you can branch to the room by clicking the name of the room. the system assigns the room members the following standard room roles: The user who created the room and the project element responsible are both assigned the administrator and member roles.sap.pct. The system assigns the initial role specified in the template to the room members. All other project participants are assigned the member role. Assigning Roles The Assign Roles function allows you to assign a number of selected roles to all project participants in a virtual room. Adding or Deleting Project Participants at a Later Date If you delete project participants of a project element at a later date. the system does not delete these room members in the SAP Enterprise Portal automatically. You can only use this template if you implement WebDAV. To create a virtual room. The page contains the iView Admin Explorer KM WebDAV (com.admin_explorer_kmwebdav). If you add project participants to a project element at a later date. Depending on your authorization. The template uses the cProjects KM Content (WebDAV) page (com. If you use the cProjects standard template. Even project participants who were not members of a room are assigned these roles. Note that all project participants then have the same roles for the virtual room.sap.kmwebdav) in the SAP Enterprise Portal. Editing the Virtual Room from cProjects If you are a member of a room.pct. The room details show you which initial roles and which administrator roles are specified in the template. Collaboration Projects 226 . For more information about the prerequisites for WebDAV. You have to log on to the SAP Enterprise Portal. Features Creating a Virtual Room You can create a single virtual room for each project element in a project structure. The room owner and the project element responsible keep the administrative role specified in the template.cprxrpm. see Defining the WebDAV URL [Seite 212]. you need write authorization for the relevant project element. you see the document structure of the project element whose room you have opened.

you can assign projects to portfolio items in SAP xApp Resource and Portfolio Management (xRPM). If you delete a room that is assigned to a project element in cProjects. You can do this manually. see Related Objects Management [Extern]. All cProjects documents of the project element for which you are creating the room are available in the room once it has been created. You can use categories to filter the rooms in the room directory in the SAP Enterprise Portal. You can also delete the room. Integration with SAP xRPM Use In cProjects. Prerequisites You have selected the xRPM indicator in Customizing for Collaboration Projects under Structure Define Project Types. For more information. This assignment is the basis for a synchronization between the objects in cProjects and SAP xRPM. You can also assign phases in cProjects to decision points in SAP xRPM at a lower level.09. these members do not automatically have access to the contents of cProjects because cProjects authorizations are required for this. You can display the assigned SAP xRPM objects in cProjects by means of the Portfolio Data tab page. Collaboration Projects 227 . the room members receive an e-mail informing them that they are assigned to the room and they receive a link to the room. Activities To create a room.SAP Online Help 12. The room members are only granted access to cProjects content once they have been assigned to the appropriate project element in cProjects as a project participant. you have to delete this assignment manually in cProjects too. DMS documents are not available. If you add room members to a room in the Portal. choose Create Room in the lower half of the Collaborations tab page and enter your data.2008 Click Detail to display the room’s administrative data. Making Changes to a Virtual Room in the SAP Enterprise Portal Changes to the room members in the SAP Enterprise Portal are not automatically transferred to cProjects. If you select Send Confirmation.

you receive a confirmation e-mail that it was sent. you can either create your own document info records or store the reports in the document info records that already exist. The reports are created as interactive PDF documents and stored either in cProjects or in document management (DMS) depending on the Customizing settings. The name of the folder is made up of the name of the template you are using and a sequence number. See also: Creating Project Status Reports [Seite 228] Editing Project Status Reports [Seite 230] Creating Project Status Reports Prerequisites You are on the Status Reports tab page in a project. If you want to store the reports in cProjects. Features The system provides a number of different report templates depending on the project type. If you want to store the reports in document management. You have installed Adobe Acrobat Reader® on your computer. see SAP Solution Manager under Solutions/Applications SAP PLM Configuration Structures SAP cProject Suite 4. You can send the reports that have been created by e-mail. to conveniently and easily keep stakeholders informed about the current status of the project.2008 Project Status Reports Use You use this function to summarize project data in reports and store them as project status reports. However. the system generates a folder when creating a status report and the report is stored in this folder.SAP Online Help 12. You can enter comments in the reports and save the comments so that they can be reused in the next project status report..09. the system creates a separate folder for each status report.50 Basic Settings for cProjects Business Customizing Preparing the Creation of Project Status Reports. SAP DMS) . For more information. Prerequisites Your system administrator has made the necessary settings for using project status reports in Customizing for Collaboration Projects. for example. Choose one of the following options: Collaboration Projects 228 . You can transfer other documents to the report folder that you can send together with the report. These can contain different kinds of data. You have write authorization for the project. Procedure Creating Project Status Reports (Document Management. 1. Once you have sent a report.

If you create a link to a new document info record. The comments no longer appear the next time you call the status report. the system only displays the new info record when you save the project and choose Refresh. Enter a comment. Choose Continue or Send to send [Seite 230] the report straight away. choose Delete Comments. Creating Project Status Reports (cProjects) . choose Transfer Comments. Choose Preview. Save the project. if required (see details above). For more information on creating the link. 5. Choose New Status Report. Select a template. 4.SAP Online Help 12. 4. choose Create Status Report and enter the data for the link. See also: Editing Project Status Reports [Seite 230] Collaboration Projects 229 . 3. 2. 3. If comments already exist that you do not want to reuse. 6. choose Create Link. open the document structure of a document info record and choose Create Status Report. To create a new status report in an existing folder. This applies to both steps..09. The project status report is only created after the project has been saved in document management (DMS). The system creates and displays the report. The project status report is also only created after the project has been saved in document management (DMS). If you want to reuse the comments the next time you edit the report. The system creates and displays the report. Choose Save to save the report or Save & Send to send [Seite 230] the report straight away.2008 To create a new status report and a new document link at the same time. 1. The system then inserts the new status report directly below the document structure header. Select a template. see Working with Document Info Records [Seite 204]. 2. Enter a comment. if required. 5. Choose Preview. To create a new document link first and then create the status report in the next step.

Under Attachment. you open the document structure of a document info record. If you store your reports in document management (SAP DMS). 2. For more information. 4. Select the file you want to transfer and choose Continue. see Transferring Documents [Seite 221]. 3.SAP Online Help 12. A confirmation is sent to your e-mail address..09.2008 Editing Project Status Reports Prerequisites An e-mail address has been entered in your user master record. You can use the Transfer Documents function to insert cProjects documents from the project definition in the document structure of the status report. 5. If no address has been entered. Procedure Sending Reports . If the required recipients are not on the list. Transferring Documents from the Hard Disk to a Folder (Only for Storage in cProjects) . Choose New Document. include them by choosing Add. 2. The system sends the document or report by e-mail including all the documents that are in the relevant folder. 3. you can see all the documents that were sent with this e-mail. Choose Send (if the report is stored in cProjects) or Send Status Report (if the report is stored in document management). You have created a project status report [Seite 228]. if required. 1.. Enter a subject and then a text. Save the project. Choose Send. Select the recipients of the e-mail in the list of recipients. see Working with Document Info Records [Seite 204] in the section entitled “Transferring Documents Between cProjects and SAP DMS”. The address is used as the sender’s address when sending a status report. you have the following options: You can go to DMS from the overview page of the project status reports using the link (Open) and add your documents there. 1. 6. You can transfer documents that are linked to the project definition from a collaboration. Select the folder or the document you want to send. You are on the Status Reports tab page. You have write authorization for the project. For more information. Including Documents from the Hard Disk in the DMS Folder If you want to include more documents in the report folder when storing reports in document management. Collaboration Projects 230 . you cannot send a report.

Choose Detail to go to the detail view of the documents.09. You can base your evaluation on the current project data or the last version of the data that was saved in the background. 2. the system checks whether predefined threshold values [Extern] have been violated. Your system administrator scheduled regular data extraction in the background in the SAP Menu under Collaboration Projects Evaluations Extract Project Evaluations. For more information about other editing options. one of the following prerequisites must be met: Your system administrator has allowed the user to check threshold value violations or have them checked automatically when you save. The use of aggregated values allows you to tell at a glance if threshold value violations exist somewhere in the project. In order for data to be stored in the background. 1. for the current project type (see Customizing for Collaboration Projects Structure Define Project Types). Integration Evaluation results are used to highlight critical projects. Select a document.SAP Online Help 12.. the threshold values appear on the Status tab page for a project element (see Status Information for Project Element [Seite 257]). Evaluations Use Evaluations give you an overview of your project data. Prerequisites Your system administrator defined evaluations and made the required settings (see Customizing for Collaboration Projects Evaluations). in the favorites list [Seite 24] and the project list [Seite 25] on the start page. When you create an evaluation. Data is saved in the background if you start a manual evaluation or if a background program is performing an evaluation. this is taken into account during the evaluation. You can branch from an evaluation directly to the corresponding project. see Documents [Seite 198]. You can create evaluations for both operational projects and project versions [Seite 148] by making the appropriate selection under Evaluations for. Collaboration Projects 231 . The system displays the document data.2008 Editing Documents in a Report (Only for Storage in cProjects) . for example. Furthermore. If a project contains a mirrored task [Seite 142]. Features Aggregating Data Your system administrator can specify for each project type that the severities in a project are to be displayed in aggregated form.

a severity that is set manually. takes precedence over one set automatically. this is the highest degree of severity for a project element irrespective of whether there are higher automatic severities. the highest severity of a project element is the highest severity out of all your own severities. you can switch between the aggregated data and the data that has not been aggregated.2008 The aggregated value of a project element is the highest severity of the subordinate elements or of the corresponding project element itself. You can display data from the evaluated project in the results view. Therefore. both automatic and aggregated. however. When you do this. The following graphic explains the logic: 200 0 200 180 0 180 200 200 100 Highest Severity Highest Automatic Severity Manual Severity Aggregated Severity 50 0 50 200 180 180 - 100 200 100 - 100 100 - 100 300 100 - 200 100 200 400 400 400 - See also: Favorites [Seite 235] Search [Seite 234] Creating and Displaying Evaluations [Seite 232] Exporting Evaluations [Seite 234] Creating and Displaying Evaluations Use You can create evaluations based on current data or based on the data that was last saved.SAP Online Help 12.09. Collaboration Projects 232 . If no manual severity exists. the aggregated value is produced as follows: If a manual severity exists.

. in Customizing for Collaboration Projects by choosing Structure Define Project Types. You can obtain information about this violation if you position your mouse on the icon. Open the Evaluations initial view and go to the Evaluation tab page. The threshold value violation that is displayed here may deviate from the display in the project view because the project view also takes manual severities into account that are not included in the evaluation. You have the following options: If you want to create an evaluation or display a saved evaluation. The system displays the project in the structure tree [Seite 41] with an icon [Extern] that displays whether threshold values have been violated and how critical the violation is. If there are multiple violations of threshold values. Select the evaluation you want to create. 3. 3. Display the severities: You can also display them in aggregated form by choosing Aggregated. Collaboration Projects 233 . Checking Evaluation Results The lower screen area displays the project data on which the evaluation is based.SAP Online Help 12.09.2008 Prerequisites Your system administrator defined the evaluations and made the required settings (see Customizing for Collaboration Projects under Evaluations).. Enter the project or project version you want to evaluate. Your system administrator scheduled regular data extraction in the background in the SAP menu under Collaboration Projects Evaluations Extract Project Evaluations. Procedure Creating Evaluations . Choose Evaluations. 4. one of the following prerequisites must be met: Your system administrator allowed the current project type to be tested for threshold value violations either by the user or automatically by the system when you save. Choose Current Data or Saved Data to specify the data on which you want to base the evaluation. choose the icon next to the project element. In order for data to be stored in the background. 2. 2. 1. You have authorization for the authorization object CPRO_EVAL for the evaluations you want to use. select an evaluation from the favorites dashboard. the one with the highest severity is displayed. . 1. The system creates the evaluation and displays the results in the lower screen area. To view information about a threshold value violation. Expand the project structure if necessary.

However. click the project element.2008 The system displays the information in the right-hand screen area. Carry out an evaluation. 2.. choose Export. Procedure . Decide whether you want to save the file to the hard drive or whether you want to open it straight away. Choose Check in the general functions.SAP Online Help 12. To return to the data of a project element.. 4. 1. Creating an Evaluation from Project Processing . 3.09. See also: Creating and Displaying Evaluations [Seite 232] Search Use You use the evaluation search function to search for projects for which you want to carry out evaluations. Click the link next to it to display details of a structure element. 5. See also: Exporting Evaluations [Seite 234] Exporting Evaluations Use You can export the data of an evaluation so that you can display it in a spreadsheet application. 6. the system displays all of them. 4. To export all evaluation data. Collaboration Projects 234 . The data is saved in the background and is available for other evaluations (see the "Creating Evaluations" section). Open a project or navigate to the project definition in an open project. If you only want to export the parts of the project structure that are expanded. The system exports the data in CSV (Comma Separated Values) format and either saves it in a file or opens the data in Microsoft® Excel. choose Export All. 1. However. If there is more than one threshold value violation for the same project element. you can also open the file with any other spreadsheet application that converts CSV files. The system creates the evaluations defined in Customizing and updates the icons accordingly. the system does not generate a link for every element type. 3. 2. Optional: Add evaluations that you use often to your favorites list.

If no saved data exists. One of the following prerequisites must be met if you want to use stored data: Your system administrator scheduled regular data extraction in the background in the SAP menu under Collaboration Projects Evaluations Extract Project Evaluations. Prerequisites You added a project with an evaluation to your favorites list on the Search [Seite 234] or Evaluation [Seite 232] tab page. Favorites Use In the favorites list you can display projects with the evaluations you have to perform most often. Your system administrator defined the evaluations and made the required settings (see Customizing for Collaboration Projects under Evaluations).2008 Prerequisites You are in the Evaluations initial view on the Favorites tab page. add a project with the corresponding evaluation to the favorites list [Seite 235] by choosing Add to Favorites. The system displays the Execute link in the Current Evaluation column. see Creating and Displaying Evaluations [Seite 232]. the system creates an evaluation based on the current data and displays the result on the Evaluation tab page.SAP Online Help 12. If you want to use saved data. Activities Enter the required search criteria or choose an entry from the dropdown box and choose Find. You are in the Evaluations initial view in the Favorites view of the dashboard. If you click this link. You can display the result of the evaluation on the Evaluation tab page by clicking the link. The system displays the date of the last data extraction in the Saved Data column. your system administrator must schedule data extraction in the background. Features You can search in the search results by re-entering one or more than one search criteria and then choosing Search in Results.09. for the current project type (see Customizing for Collaboration Projects under Define Project Types). If required. the column is empty. Your system administrator has allowed threshold value violations to be checked by the user or checked automatically on saving. For more information about creating evaluations. Collaboration Projects 235 .

For more information. The project leader creates an approval [Seite 237]. select it and then choose Remove from Favorites. the maintenance of data for a phase is limited. Process Flow . Once a phase has been approved you can begin processing the following phase. The system displays the date of the last data extraction in the Saved Data column. that is. the system creates an evaluation based on the current data and displays the result on the Evaluation tab page. The project leader rejects the approval of the phase. There is no need to enter a user and password.09. When you use signatures with user certificates. your system administrator can configure the settings in Customizing for Collaboration Projects so that no approval is necessary. The phase can only be ultimately approved if all individual approvals have been granted. If no saved data exists. Approving a Phase Purpose Approvals are part of phases in a project. see Creating and Displaying Evaluations [Seite 232]. you can only confirm tasks that are not relevant to the approval. The decision makers can sign a document independently of one another and in any order.. unless your system administrator has made different settings. After the approval.. the column is empty. The approval is made by any number of decision makers. 3. you enter the password for your user. The system displays the Execute link in the Current Evaluation column. If you click this link. From then on you cannot change the phase data. The decision makers grant or reject the individual approval based on the approval document. The phase is formally completed once it has the status [Seite 252] Completed. The system uses signatures for individual approvals to ensure that the decision has actually been made by the correct decision maker: Normally. The decision makers grant their individual approvals or reject them [Seite 238]. This document contains all approval-relevant information and cannot be changed at this point. Collaboration Projects 236 . The project leader begins the approval [Seite 238]. 4. For example. 1. defined by the project leader.2008 Features The icon in the Criticality Level column shows whether an evaluation produced a threshold value violation and how severe the violation is. if appropriate [Seite 240]. the system assigns digital signatures using the private key of the user certificate. An approval cannot be withdrawn once it has been granted. Activities To delete an object from the favorites list. you can complete the project. However. They document that goals were attained during a phase which are required for the successor phases or for completing a project.SAP Online Help 12. 2. Once the last phase has been approved. You can display the result of the evaluation on the Evaluation tab page by clicking the link. You do this under Define Phase Types.

Save your entries. You cannot specify an organization as the decision maker.2008 Until the phase has been approved. Prerequisites You created project roles (see Creating a Project Role [Seite 97]). the project leader can cancel the approval [Seite 239] at any time. You can also assign the decision maker at a later date. Collaboration Projects 237 . 6. The system automatically enters the approval version: You cannot change it. Choose Transfer. for example. Note that you can only specify roles to which a person with a user name has been assigned as decision makers. 12. The project leader grants the approval of the phase [Seite 241]. 4. 8. The project leader begins the approval again [Seite 240]. 7. Add other decision makers. The system enters the role and the assigned person as the decision maker. 2.SAP Online Help 5. However.09. Select a person as the Decision Maker. as required. Procedure . Enter a name for the approval and add a comment as required. 6. The Decision Maker dropdown box contains all project participants who match these criteria. to determine decision makers. you must have assigned a person by the time you want to begin the approval. 5. Select the project role you want to add as the decision maker. You opened a project for processing (see Opening a Project or Project Version [Seite 17]).. Choose Create. Go to the Decision Maker tab page and choose Add. You selected a phase in the structure tree [Seite 41] of the project and are on the Approval tab page. 3. 1. You can change the person at a later date. Creating an Approval Use Before you can begin the approval process you must create an approval. The system offers you the required entry fields. The phase type of the relevant phase requires an approval (see Customizing for Collaboration Projects under Structure Define Phase Types).

1. The decision makers can grant or reject the individual approval [Seite 238]. Collaboration Projects 238 .09. 2. Choose Begin Approval.. if required. 3. Once all prerequisites have been met. Create a comment.2008 Result The approval is created. In the structure tree [Seite 41] navigate to the phase you want to approve. Granting or Rejecting Individual Approvals Use Each individual decision maker confirms that the intended results of a phase have been achieved using an individual approval. You opened a project for editing (see Opening a Project or Project Version [Seite 17]) and are on the Approval tab page. Procedure . Beginning an Approval Prerequisites You created an approval and entered a decision maker (see Creating an Approval [Seite 237]). Your system administrator must make the relevant settings if you want to use a digital signature with a user certificate for the individual approval. The system starts the approval process: It creates an approval document containing all phase-relevant data. 2. 1. Prerequisites You opened an individual approval in the Approvals initial view. The approval appears in the Approvals initial view for the decision makers. Procedure Granting an Individual Approval ..SAP Online Help 12. you can begin the approval [Seite 238]. The phase receives the status For Approval. Check the approval document. The phase to which the approval belongs has the status Released and all approvalrelevant tasks and checklist items have been completed or finished (see Confirming Tasks [Seite 89] and Confirming Checklist Items [Seite 89]).

. To confirm the approval with your digital signature. you cannot make any more changes. Once you have added your digital signature. The approval of the phase has not yet been granted or rejected (see Granting an Approval [Seite 241] and Rejecting an Approval [Seite 240]). 5. Choose Transfer. 2. 12. You selected a phase in the structure tree [Seite 41] of the project and are on the Approval tab page. Check the approval document. Rejecting an Individual Approval .. Choose Cancel Approval.2008 4. if required.SAP Online Help 3. 2. The system cancels the approval process and sets the status of the phase [Seite 252] to Released. Prerequisites You opened a project for editing (see Opening a Project or Project Version [Seite 17]). Result The system saves your decision. Result The approval is canceled. Once all decision makers have either granted or rejected the approval. Procedure . 1. Create a comment. Choose Grant Approval. Choose Reject Approval. You can begin [Seite 240] the approval again once you have corrected the reason for which the approval was canceled. Choose Transfer.09. either enter your cProjects password or sign the document in Adobe® Reader. Canceling an Approval Use You can cancel an ongoing approval process at any time. You can still change your decision at this point by choosing Change Decision. Save your data. 4. depending on your system settings. 1. 3. You can still change your decision at this point by choosing Change Decision. Collaboration Projects 239 . you can also grant or reject the approval of the phase (see Granting an Approval [Seite 241] and Rejecting an Approval [Seite 240]).

you can also complete the phase if you are of the opinion that the desired results of the phase cannot be achieved. The phase is assigned the status Completed..09. You can begin the approval again [Seite 240]. Beginning an Approval Again Use If you canceled or rejected an approval.SAP Online Help 12. as a rule. However. Procedure . You can only cancel it. Choose Reject Approval. you can begin the approval process again once you have eliminated the reasons for the rejected approval. proceed as follows: If you complete the phase now. Save your entries. The system sets the status of the phase [Seite 252] to Approval Rejected. The approval is rejected. This means that the rejected approval remains documented in the system. Collaboration Projects 240 .2008 Rejecting an Approval Use If some decision makers did not approve a phase by rejecting their individual approvals. Prerequisites You opened a project for processing (see Opening a Project or Project Version [Seite 17]). 2. 1. You can check the individual decisions on the Decision Maker tab page in the Decision column. You selected a phase in the structure tree [Seite 41] of the project and are on the Approval tab page. 3. Choose Complete from the Change Status dropdown box. In this case the system creates a new version of the approval. you reject the approval too. You can approve a phase despite not all individual approvals having been granted if your system administrator made the appropriate settings. you cannot make any more changes to the project. 4. If this is the case. Open the Basic Data tab page. Save your data. 5. Prerequisites You opened a project for editing (see Opening a Project or Project Version [Seite 17]).

The following describes the process for manual completion. Collaboration Projects 241 . The decision makers can grant or reject the individual approval [Seite 238].SAP Online Help 12. 1. This can happen in one of two ways: . Once you have granted the approval for a phase. 4. The system resets the status of the phase [Seite 252] to Released. 1. The approval appears in the Approvals initial view for the decision makers. the phase is automatically approved as soon as all decision makers have granted their individual approvals. Choose Begin Approval. Prerequisites You opened a project for editing (see Opening a Project or Project Version [Seite 17]). Automatic completion If your system administrator has made the appropriate settings. Save your entries. The system starts the approval process: It creates an approval document containing all phase-relevant data. see SAP Note 982071. you do not have to take any further action. begin with the second step directly. If you canceled the approval.09. Choose Create Version. Procedure Carry out the first step only if you rejected the approval.. 2. It is also possible to complete the phase automatically once the approval is complete. You can check the version number on the General Data tab page.. In this case. you cannot add any new tasks or checklists to the phase although the phase has not been completed yet.2008 You selected a phase in the structure tree [Seite 41] of the project and are on the Approval tab page. The phase receives the status For Approval. 2. The system generates a new version of the approval. . 3. Manual completion You grant the approval yourself and complete the phase yourself. You can approve a phase despite not all individual approvals having been granted if your system administrator made the appropriate settings. For more information. Granting an Approval Use A phase can be approved once all individual approvals have been granted in an approval process. Choose Repeat Approval.

and organizational units. You can check this on the Decision Maker tab page in the Decision column. In cProjects there are two different types of authorizations: . If there are no more approval-relevant checklist items and tasks. The system sets the status of the phase to Approval Granted. The phase is given the status Completed. If your system administrator has made the appropriate settings. 4.SAP Online Help 12. you can approve a phase even if not all individual approvals were granted. All decision makers have granted their individual approvals. 2. 2. 1. General authorizations Your system administrator creates these authorizations in the authorization profiles in the user master record. Authorizations Use Authorizations ensure that only authorized persons can see or process a project or parts of a project. Procedure . Choose Grant. Choose Complete from the Change Status dropdown box. 1. Open the Detail Data tab page..09. Save your entries.2008 You selected a phase in the structure tree [Seite 41] of the project and are on the Approval tab page. Once you have completed the phase. Project-specific authorizations You issue these authorizations to the project participants for individual objects. You created user groups [Seite 248] as required. roles. Basic Collaboration Projects 242 . 3. Prerequisites Your system administrator created users.. Save your data. Your system administrator created default authorizations for project roles in Customizing for Collaboration Projects by choosing Resource Management Settings for Project Roles Define Project Role Types. 5. you cannot make any more changes to it. you can complete the phase.

you have to delete them manually (see Assigning Authorizations [Seite 245]). an inherited authorization can also take priority over the others (see the section entitled “Prioritizing Authorizations”). Collaboration Projects 243 .2008 Features General Authorizations These authorizations safeguard the following functions: Creating projects Creating. You can. User groups 3. you must at least give them display authorization for the project definition. Individual users 2. This also applies if the users have more than just display authorization for a particular project element. the user still has the authorizations he or she obtained via the project role. if they have write authorization. and control plan templates Every cProjects user has authorization to execute these functions. Project-Specific Authorizations You can grant these authorizations. and deleting project templates.SAP Online Help 12. If you delete the assignment of a user to a project role. Authorizations specific to a project element are inherited by lower-level project elements. Authorization Holders The following authorization holders are available: . for example. who have not been assigned to a project role yet or who do not have any authorization via this role.09. changing. add any number of additional authorization holders at each hierarchy level or change existing authorizations (see Assigning Authorizations [Seite 245]). you can recognize this by the entry in the Inherited from column. however. However. You automatically have administration authorization for a project you created. The authorizations that have specifically been granted to an authorization holder take priority over the authorizations that have been inherited by this authorization holder. If you are adding users to a project element as authorization holders. if a project participant has different authorizations acquired via different authorization holders.. If you want to remove the authorizations. If an authorization has been inherited. 1. checklist templates. otherwise they cannot open any project elements in this project. Organizational units 4. the user is granted the default authorizations that belong to this role for the project definition. Once you assign a user to a project role [Seite 126]. Roles (single or composite roles) Here you can also enter authorization holders to whom no project roles [Seite 94] are assigned. displaying.

an authorization inherited by a user carries more weight than the authorization for a project element assigned to a user by means of a user group. occurrence. edit. actual finish date. write. and delete collaborations. the authorization of the single user applies. confirmation. Admin You receive this authorization automatically from the system when you create a project. you require write authorization for the superior project element and administrative authorization for the document itself. Authorizations The following project-specific authorizations are available: No authorization This authorization withdraws all authorizations for an object from a user. edit. Write You receive this authorization automatically from the system if you were entered as the person responsible for or the processor of a project element. status Task: Actual start date. You can use this authorization for all the activities you have to perform as the person responsible for or the processor of a project element or document: Enter actual values for a task or checklist item These are: Checklist item: Actual finish date.2008 The so-called order of authorization holders represents a prioritization of authorizations. for example. percentage complete. Create. Collaboration Projects 244 . and delete documents for a project element. result.09. severity.SAP Online Help Prioritizing Authorizations 12. Individual users carry more weight than user groups and user groups carry more weight than roles. detection. This is important if a user has acquired a number of different authorizations for an object via different authorization holders. object links. a single user has write authorization for a task and acquires read authorization for the same task via a user group. If. and control plans for a project element. You can use this authorization to perform the following activities: Change all the data in a project element or document Delete project elements Create additional project elements Grant authorizations to other project participants Plan the schedule for project elements Initiate the approval of a phase The authorization includes the read and write authorizations. If you want to delete the project element. Prioritization also applies to inherited authorizations. even if he or she has the authorization for a superior object. in this case. for example. Create. status Change the status of a checklist.

Read This authorization enables you to display all data for the project element or document. Otherwise. he or she will not be able to open a project element even if they have authorization to do so. or read. When you perform the evaluation. cancel. Staffing manager If you are a staffing manager. you can carry out costing and display data from accounting with this authorization. you can grant the following authorizations for the project definition: Evaluate This authorization enables you to perform evaluations for the project. Candidate manager If you are a candidate manager. write. In addition to admin. or grant approvals Create relationships for tasks Change the status of the project definition or phase The authorization includes read authorization.2008 Set manual threshold value violations Grant the individual approval of a phase You cannot perform the following activities with this authorization: Create and delete project elements Change authorizations Plan dates Begin. the system displays all project roles with the staffing type Resource Manager via Authorization and these are staffed by candidates in the worklist of the external resource management application.09. the system displays all project roles with the staffing type Resource Manager via Authorization and these are staffed by resources in the worklist of the external resource management application.SAP Online Help 12. Collaboration Projects 245 . Accounting If you already have admin authorization. the system checks for each displayed object whether the project participant has at least read authorization. Resource management This authorization enables you to find and assign resources in a project. Assigning Authorizations Use The authorization holders to whom you grant authorization for a project element must have at least display authorization for the project definition that belongs to the project element.

For more information. Collaboration Projects 246 . Select one or more authorizations from the search results.. but in the operational project. but the roles that your system administrator created in SAP authorization management. 3. The system opens an input area. You can use placeholders (* and +) here too. or delete authorizations. 2. A search function is also available. the roles are not the project roles you can create yourself in cProjects. You cannot make any changes if you opened a snapshot. change. Procedure Adding Authorization Holders . The authorizations you specify for user groups are only valid for the actual user group and not for the project elements to which you assign the group later on. You save your entries by saving the project. Choose Copy. Prerequisites You accessed project processing through one of the following initial views: Projects Tasks Checklist Items User Groups Templates You are on the Authorizations tab page on the sub-tab page with the authorization holder type for which you want to add. The authorizations you enter for templates are only authorization templates: They are not used for the authorization check in the template. Add more authorization holders or close the input area.SAP Online Help 12. 4. 1. Choose Add. the system checks whether it can assign a unique user and then adds the missing data automatically if possible.. Enter the data of the new authorization holder. Change the authorizations in the table. 5. You need at least read authorization for a user group to be able to use it in a project. If you enter incomplete data and choose Enter.09.2008 Here you can assign authorizations for an object or change authorizations. In the authorization holder type Roles. When you create an operational project in the template they are copied to the project. see Authorizations [Seite 242]. Changing Authorizations .

2. You can only create a new administration authorization once the object and user have been correctly selected or entered. and project. Procedure 1. Collaboration Projects 247 . the system issues an error message. Select an object category. Select an authorization holder in the list and choose Delete. If the user does not exist.2008 You cannot change your own authorizations for Admin. If the user is already entered as an administrator. The system checks whether the object exists and if it does. displays the existing authorizations in a table. the system issues an error message. The table is only displayed in change mode here. If the object does not exist. The system checks whether the user exists. Choose Save to save the authorization you created to the database. . user group. This is possible for the object categories user group. document. You also require change authorization for the project. Result The system adds the new administration authorization to the table of existing authorizations and issues a success message.09. Select the required object or enter its name in the relevant input field. Prerequisites To create new authorizations. Select a user or enter the name of the user in the relevant input field. Assigning Administration Authorization Use Here you can create administration authorization for individual users. Write.. you cannot delete inherited authorizations. the system issues an error message. or document or you need superuser [Seite 250] authorization. 4. a role or profile that contains the authorizations for the authorization object Create Administration Authorizations for Each Object Type (ACO_OTYPE) must be assigned to your user in the user master (SU01). or No Authorization. Read. Therefore. Deleting Authorization Holders Note that you can only delete authorizations at the level at which you assigned them. 3.SAP Online Help 12.

User Groups You use user groups to grant the same authorizations for a project element to multiple project participants. save your entries.SAP Online Help 12. You can also delete the user group here or add it to your Favorites. choose Home. Features This function is available in the User Groups initial view.2008 Example You can select the object category user group and then select an object using the input help. Enter the required user in the relevant input field. this button is now active. The system first sorts the list of members alphabetically by surname and then sorts the user groups. Collaboration Projects 248 . If the check is successful. The system checks whether the user exists. You do this on the Basic Data tab page. You group the project participants together in a user group and assign the group to the project element. the system checks whether it can assign a unique user or a group and then adds the missing data automatically if possible. You can either open the user groups straight from the list or use the appropriate pushbutton. The Favorites view displays all the groups you selected as your favorites. Note The authorizations you specify here only apply to the actual user group and not to the project elements to which you assign the group later on. also in alphabetical order. The following views are available in the User Groups initial view: The User Groups view displays all the groups to which you are assigned. To leave the user group once you have finished editing.09. End of the note. Once you have finished editing the user group. You can use placeholders (* and +) here too. By default the use of user groups does not depend on authorizations. choose Create Authorization. If you enter incomplete data in the Add screen area and choose Enter. The system then calls the table of authorizations again and displays the new authorization in the table. you can add users to the group or delete users from the group in the left screen area. Detail View On the right side of the screen. A user group can be made up of both individual project participants and a number of other user groups. List of Members Once you have opened a user group. A search function is also available. you grant the user groups authorization to edit or display the user group.

As the substitute. The following applies to both views: The substitute receives the same authorizations as the project member he or she is substituting. you see the projects for which you are acting as a substitute in the Projects. the Substitute For field contains your name only. In this field. Here you can enter a substitute for each project in which you are acting as project lead and to which the user that requires a substitute is assigned by means of a responsible or editing project role or resource. Here you can enter a substitute for each project to which you are assigned by means of a responsible or editing project role or resource. Tasks. Collaboration Projects 249 . you are participating in the project.09. The project member who you assigned as a substitute receives a copy of this e-mail. Prerequisites The system can only send an e-mail if an e-mail address has been entered in the user master data of the appropriate project members. the system determines all projects in which you are defined as the project lead in the project definition by means of the responsible role or resource. The Substitute For field displays all users that are assigned to at least one project role in at least one of these projects. the system sends an e-mail to each substitute affected. The substitute remains in the project until you or the relevant project member deletes the name of the substitute from the list of substitutes.SAP Online Help 12. In the As Project Lead view. the system displays the name of the user in the Substitute For field but does not display the affected project in the Substitute table. For more information. and your business partner is linked to your user. Your substitute is assigned the same authorizations as you. see SAP Note 999529. The substitute remains in the project until you delete his or her name from the list of substitutes. In the My Substitutes view. or Checklist Items initial views when you choose the Substitutes view from the dropdown box. When you create or delete a substitute. If the user that requires a substitute is staffed in a project role in a project for which you are the project lead but the role or resource has not been used yet in the project structure. The system only displays a project in the project list on the Substitute tab page if you have at least read authorization for the project definition. select the name of the project member for whom you want to define substitutes.2008 Substitute Use The following views are available in the Substitute initial view: My Substitutes and As Project Lead. The same prerequisites apply to the list of your projects as to the project list [Seite 25].

Prerequisites To grant a user superuser rights. Status Management Use Project elements. At least one person is always assigned to an object who has administration authorization for this object. we recommend that you only use it if absolutely necessary. for example. These are represented by statuses in the system. Therefore. and templates in cProjects can have various processing statuses.09. Status of the Project Definition Definition The following statuses exist for the project definition: Collaboration Projects 250 . you have to add a role or profile to the user’s user master record (transaction SU01) that gives the user authorization for the authorization object ACO_SUPER. and the administrative tasks have to be given to another person. control plans. In this case.2008 Superuser Use This scenario allows you to bypass the authorization concept in cProjects and cFolders. However. it may be that no authorization holder with administration authorization is available due to illness.SAP Online Help 12. a superuser can grant another user administration authorization for the object. The statuses of the following objects are depicted using status management: Project definition [Seite 250] Phase [Seite 252] Checklist [Seite 254] Checklist item [Seite 255] Task [Seite 254] Template [Seite 253] Control plan [Seite 256] Integration Status management is coupled with the workflow [Seite 66].

The project was not completed successfully. The project has successfully been assigned. the project cannot be completed.SAP Online Help 12.09. no dependent data (for example. When a project definition is locked or unlocked. project role staffings after the date the project was canceled are also canceled. New phases cannot be inserted before or between phases that have already been approved. The project definition can only be unlocked. Once a phase has been approved. Phases may only be added. The project has been completed. Completed Canceled To Be Archived Flagged for Transfer The project can be archived. Locking a phase does not influence the status of the project definition. Phases can only be released if the project definition has been released and is not locked. Transferred Assigned The project has successfully been transferred to SAP ECC. This status is only relevant if you selected an automatic controlling method for accounting integration [Seite 162]. or deleted if the project definition has the status Created or Released. The project is selected for transfer to SAP ECC. This status is only relevant if you selected a manual controlling method for accounting integration or have switched to manual assignment. The next phase is not released. You can set the status at the same time as the status Created or Released. modified. or template is locked. See Releasing Project Elements [Seite 82]. the next phase is released. To Assign The project is selected for transfer to SAP ECC. If a project definition. checklist items) can be changed either. only canceled. If a project is canceled.2008 Status Created Released Locked Meaning The project has been created in the system (initial status). phase. Integration The following dependencies exist between the status of phases [Seite 252] and the status of the project definition: The release of the project definition leads to the release of the first phase of the project. If a phase has not been approved. the status Locked is not set or removed for the released phases. The project definition can only be completed if the last phase has been approved. The project is temporarily protected against changes. Collaboration Projects 251 .

2008 Status of Phases Definition The following statuses exist for phases: Status Created Released Meaning The phase has been created in the system (initial status). Integration Dependencies between the status of phases: You cannot insert new phases before or between phases that have already been approved. Dependencies between the status of the project definition [Seite 250] and the status of phases: The release of the project definition leads to the release of the first phase of the project. For Approval Approval Granted Approval Rejected Completed The phase has not been approved. Phases can only be released if the project definition has been released and is not locked. The phase is to be approved.SAP Online Help 12. Depending on the settings you made in Customizing for Collaboration Projects under Define Phase Types. The phase has been approved. See Releasing Project Elements [Seite 82]. You can configure the system so that this status is set automatically after the approval for the preceding phase has been granted. Phases may only be added. You can configure the system so that this status is set automatically after the last individual approval has been granted. Locked The phase is temporarily protected against changes.09. You can configure the system so that this status is set automatically after the approval has been granted. the following dependencies apply: You can release a phase only once the approval for the preceding phase (if one exists) has been completed. No further changes can be made. You can release a phase if the preceding phase has been released. Collaboration Projects 252 . or deleted if the project definition has the status Created or Released. modified. The phase has been completed. You can set the status parallel to the status Created or Released.

Released Locked You can set this status parallel to the status Created or Released. status of checklists [Seite 254]. Status of Templates Definition The following statuses exist for checklist templates. the project cannot be completed. For checklist templates: You cannot create any new references to templates for which this status is active. status of checklist items [Seite 255]. However. The release of a checklist item leads to the release of the assigned tasks. no dependent data (for example. Collaboration Projects 253 . Dependencies between the status of tasks [Seite 254]. It is possible to release tasks and checklists before releasing the phase. The template is temporarily protected against changes. and control plan templates: Status Created Meaning The template has been created in the system (initial status). you cannot change any dependent data (for example checklist items) either.SAP Online Help 12. The project definition can only be unlocked. Existing references can still be resolved. Locking a phase does not influence the status of the project definition.09. You must release them first.2008 If a phase has not been approved. When a project definition is locked or unlocked. What you should know You cannot use templates with this status in cProjects yet. and the status of phases: The release of the phase leads to the release of all the tasks and checklists. Obsolete The template cannot be used any more. If a template is locked. The next phase is not released. The template is released for further use. the status Locked is not set or removed for the released phases. If a project definition. Locking a phase does not influence the status of the tasks or checklist items. project templates. a phase. or a template is locked. The project definition can only be unlocked. checklist items) can be changed either. The project definition can only be completed if the last phase has been approved. it is not possible to process the tasks or checklist items if the phase is locked. but only canceled.

You can only use templates with the status Released to create checklists. However. The task is processed. projects. The task is not completed successfully. To Be Archived The template can be archived. Status of Checklists Definition The following statuses exist for checklists: Status Meaning Collaboration Projects 254 . Locking a phase does not influence the status of the tasks.2008 If you set this status. See Releasing Project Elements [Seite 82]. Status of Tasks Definition The following statuses exist for tasks: Status Created Released In Process Completed Canceled Meaning The task has been created in the system (initial status). and control plans. Integration The following dependencies exist between the status of phases [Seite 252] and the status of tasks: The release of the phase leads to the release of all the tasks. it is not possible to process the tasks if the phase is locked. For checklist templates: This status can only be set if all the references were resolved. the system warns you if not all the existing references were resolved.09. the subtasks are also canceled.SAP Online Help 12. It is possible to release tasks before releasing the phase. actual data is confirmed. If the task is canceled. The processing of the task is completed.

you cannot edit the checklists if the phase is locked. See Releasing Project Elements [Seite 82]. Status of Checklist Items Definition The following statuses exist for checklist items: Status Created Released Not relevant Meaning The checklist item has been created in the system (initial status).09. If a checklist has the status Not Relevant. and status of checklists: The release of the phase leads to the release of all the checklists. you cannot process the checklist items that belong to it. however it is not possible to process a checklist item if the phase is locked.2008 Created Released Not Relevant Finished The checklist has been created in the system (initial status). If this status is set. The checklist item is not relevant. The checklist is not relevant.SAP Online Help 12. Collaboration Projects 255 . The checklist is finished. the system automatically sets the result to Not relevant too. status of checklist items [Seite 255]. status of checklists [Seite 254] and status of checklist items: Locking a phase does not influence the status of checklist items. The release of the checklist leads to the release of all the checklist items. Finished The checklist item is finished. Integration The following dependencies exist between the status of phases [Seite 252]. See Releasing Project Elements [Seite 82]. It is possible to release a checklist before releasing the phase. The release of the checklist leads to the release of all the checklist items. The following dependencies exist between the status of tasks [Seite 254] and the status of checklist items: If a checklist item has the status Not Relevant. Integration The following dependencies exist between the status of phases [Seite 252]. Locking a phase does not influence the status of the associated checklists. you cannot process the tasks that belong to it. However.

Integration If the project is locked. You can set the status parallel to the status Created or Released.2008 Status of Control Plan Versions Definition The following statuses exist for control plan versions: Status Created Released Locked Meaning The new control plan version has been created in the system (initial status). Collaboration Projects 256 . The control plan version is completed. Do not use the document. the system sets the status of the preceding version automatically to Completed. no changes can be made to the control plan. you cannot make any other changes. The control plan version is temporarily protected against changes. Status of Documents Definition The following statuses exist for documents: Status In Process Invalid Meaning The document can be changed. Only the functions Delete and Move are possible in this status. Completed When you create a new control plan version.09. The control plan version is released for processing. You can set a document with this status to In Process again.SAP Online Help 12. completed or terminated.

09. The system displays whether the status is a user status or a system status in the Active Statuses table. Status You can change the status. This value has precedence over the value that the system sets. Collaboration Projects 257 . Features You cannot make any changes if you opened a snapshot. If you want to use the user status. You can set a manual value for the severity. Threshold Value Violation The system displays the threshold value violations for the project element under Thresh. Value Violation.2008 Released The document has been released. Status Information for Project Element Use On the Status tab page you see a detailed overview of the current status and the threshold values of a project element. You can change the status of the document to Invalid. You can only copy released documents from the document templates to a project.SAP Online Help 12. You cannot make any changes to the document. select the corresponding status profile here.

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