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The Project System module of SAP (PS) is specifically designed to provide comprehensive and
fully integrated project management functionality for SAP customers. When it was originally designed
and developed its core functionality was borrowed from and shared with the PP and CO modules.
So most of the PS objects (WBS elements, networks, activities, activity elements) are cost objects
similar to cost centers in CO, while networks have scheduling and resource managementcapabilities
that are very similar to PP. Whenever you need flexibility and frequent user interaction for resource
loaded scheduling activities, you still feel the remnants of an architecture and user interface that was
originally designed for the more static context of PP.
Shortcomings include user-friendliness since SAP did not manage to satisfactorily put the end user
in control to easily manipulate the data. In that respect, SAP's unsurpassed enterprise functionality
often is perceived as an issue by end-users. Also, and somewhat ironically, PS and PP are not
seamlessly integrated. This means that costs or dates do not roll up or cannot be pushed down
between PS &PP.
Projects are generally part of the internal processes of a company. To be able to control
all tasks in project execution, you need an organizational form that is specific to the
project and which is shared by all departments involved. Before you can carry out a
project in its entirety, the project goals must be precisely described and the project
activities to be carried out must be structured. A clear, unambiguous project structure is
the basis for successful project planning, monitoring, and control.
The high degree of integration between the Project System (PS) and other R/3
application
components means that you can plan, execute, and account for projects as part of your
normal commercial procedures. This means the Project System has constant access to
data in all the departments involved in the project.
The R/3 PS guarantees close and constant monitoring of all aspects of your project
including both technical and commercial aspects of the project.
1. Project versions - these are basically snapshots of a project at different stages of a project.
Based on how the system is set up, a version could be created everytime the system status of a
project object is changed, for example. Or, you could manually create a project version in
transaction CNS41 or the like. You could create a version with a key and then you could
compare the different snapshots of a project against each other or against version 0 (operative
project).
2. Simulation versions - these are essentially "play around with" versions. Meaning that you
could use them to try "what if" kind of scenario by changing dates, structure, milestones, etc...
and compare results with the operative version. For example, you may want to determine what
the impact is going to be of a certain change to the project before making the actual change to the
operative project. Then, you could create a simulation version, play around with it to make sure
it does what you want it to do, then make the actual change to the operative change or you could
convert the simulation version to the operative version also. I am not sure if they are hidden
issues in doing this, but to make the point here, the simulation version is a "play ground" for
"what if" scenarii for the project. The main difference, I believe, between the project and
simulation versions is that project versions cannot be changed/modified once they are copied,
while simulation versions can be. Also, you cannot copy a project version to an operative
version, but you can copy a simulation version to an operative version.
3. Planning/Controlling versions - these are the versions used for storing different kinds of
planning details for the project. Essentially, these versions are also "operational" and can be
changed as needed. For example, you may want to keep the operative version (version 0) always
for actual costs, while you will use planning version P1 to store planned values from ECP, then
version P2 for Unit Costing values, etc... Unlike simulation versions however, you cannot copy a
planned version to the operational
project (I don't think). You can however, copy one plan version to the other.
4. Progress Versions - These versions are used for carrying outEarned Value Analysis and other
measurements against project progress based on POC, etc. Progress version is controlling area
specific and defines the control data for POC and earned values. It is mandatory to maintain
progress version along with method of calculation. The system records progress analysis data in
the progress version. That is why you can get the result only if you maintain it in the progress tab
of WBS.
SPRO -> Project System -> Progress-> Progress Analysis ->Define Measurement Method as
Default.
Here you define the Version, Object Type, Plan/Actual, Default Measurement Method.
After that Version would be defaulted for the object in the hierarchy.
This course covers basic SAP Project System in 10 lessons, including master data, project
planning, acquisitions, network activities and settlements using the new Project Builder. This is
an interactive simulation course and includes simulated SAP screens. This allows you to interact
with the screens just like a real SAP system, including entering data in fields and clicking on
buttons or links.
SAP PS Training Goals- This course will help you become familiar with SAP's PS (Project
System) module using the Project Builder. You will learn how to:
Create a Project with Work Breakdown Structures (WBS) & Network Activities
Create Project Plans with Easy Cost Planning and Project Planning Board
Create Requisitions and Purchase Orders for WBS
Run Settlements
Run Project Reports
This SAP PS training uses ECC 6.0 (newest SAP release) and includes 420+ training slides,
study guide for each lesson, 60+ pages of additional SAP documentation and email support.
"The training is very clear and easy to understand. The fact that it can be done anytime is a
"great" feature as I could do it at homewith no interruptions. Also having the capability to back
up and repeat a process is extremely helpful. With no set time limits, when I was ready to book
an asset, I could review just that section and get pointers right on the spot."
Pat Z., Whirlpool Corporation
Training Content
Transaction Codes
CJ** are mainly Project Definition and WBS related,
CN** are mainly Network and activity related and the
OP** are mainly PS Configuration / Customization related.
There are other codes which is not on the list, but this is a good platform to start and build up
your own list of PS transactions as per your requirements:
Usually it involves:
- Create proj definition -- cj20n
- Create wbs elements (more than one wbs can be defined for a project) -- cj20n
- Create network -- cj20n
- Define activity for network -- cj20n
- Assign component to the activity
- Post a goods issue for the component -- MIGO mvt type 281
This is a complex one. SAP usually does not allow you to delete anything. You will have
to archive and then delete the objects. If there are "bad" projects without any
transactional activity, you can mark the projects with status DLFL. To archive, use
transaction code SARA.
You will have to get your entire functional team - MM, SD, FI, CO, PS - and decide on a
module-by-module and transaction-by-transaction basis on the best approach to purge
this data. You will also have to think about auditing and retrieval if this is production
data.
Solution is Archiving. It's a seperate process better consult you basis consultants for
this.
Question : I have a problem. I have a standard activity which the price is $1 / hr. I have created
a project in which a activity has a planned hr of qty 1. But my planned cost comes in as '$0.83'.
But when I comfirm my activity, the actual cost comes in as '$1'.
Why is my planned cost differing? What is the cause of the $0.83 instead of $1. Where can i
check and change this.
Answer : I guess that you use different costing (and valuation) variants. so the system might
valuate plan and actuals differently.
You maintain the costing variants in the customizing: PS -> Costs -> Planned Costs ->
Automatic
Costing in Networks -> Costing -> Define Costing Variants. Display the costing variant and
jump to the valuation variant. There you find how the determines the costs.
Validations in PS
Question : I am trying to use validation in the Project. Can any one tell when are the call up
points 110 and 120 trigerred ?
Everything is working fine when I simulate the validation. But when I enter a value in the user
defined field and save the project then I do not get the error message as expected.
Answer : Please see if you have checked the check box for Automatic validation in the relevant
project profile.
Question : I want to validate the customer number in one of the user fields in WBS. The
formula builder in the validation screen, it seems, does not support table fields other than fields
from PRPS. Can this be done thru some user exits ?? If yes how ?? Can u guide me in this ??
Answer : To use a user exit in validations, you have to perform following steps;
Answer :-
Save (if you have authorization). Note you can use this procedure for any other object that may
show up on the report display. i.e. navigation characteristics change the objects displayed.
Answer : You can set the system status to Technically completed TECO which can be later on
withdrawn. The necessary changes are reflected in the system status on saving the Network
With the setup of user statusses (tr. OIBS), you have the ability to disable the 'TECO' as long as a
certain user status 'e.g. waiting for documents' is active
Question : Is there a way to create a document (under a project) which refers to a URL and not
to a document stored on a content server?
Answer : Yes you can, but you need define in DMS customizing some points.
1.- Inner "Define Data Carriers" in Define data carrier type external "DMS" a record with this
information: TYP = IE, Description = That you want, Check ONLINE and EX, the inside this in
Define External DMS create a record with DATACAR = INTERNET, TYP = IE, Description =
That you want, Check EX.
2.- Inner "Define Workstation Applications" define an application for web pages without file
format, inside this in "Define Workstation applications in network" create records for options 1,
2, 3, the path of location of your navigator in your PC or you can put "%AUTO% iexplore.exe
%f". Then when you create a document in the Original field you can put the URL and in the
Data Carrier field put the name that you define in the customizing.
Question : The cost of project have settled to auc(investment asset), but when the project is
finished, in AM or in PS i can't settle auc to asset?
Answer : You must set technically complete for your WBS & NW before settle AUC to Assets.
Question : We are in 46C. Starting a project, we establish an Order cost plan. We plan the
amount of work (in hours) and specify the work center for each of the activities. For material
components, we enter the forecast material costs in the field "Material planning". We see the
total and detailed by activity cost plan in CNS41 (Structure overview) in the column "Order cost
plan 000". At some point in time, the project advancement shows that we have to reconsider the
original cost plan, for instance because the actual costs collected so far are much higher than
foreseen at start-up. Management decides to change the cost plan 000 to reflect the new
forecasted budget. Management already told that they would like to be able to specify a new
total value for the Order cost plan 000 of the activity rather then to play with the amount of work
(hours) in the activity. They say it should be something like this (for labor): (actual cost) +
(number of hours to do * cost of work center) = order cost plan 000.
Question :
We are currently running 4.6C and have implemented SD and PS. The situation is we want to be
able to create a network automatically from the sales order during creation.
I've assigned the strategy group 85 to the material master and I've defined the network
parameters from sales order (via transaction CN08).
The result...
During creation of the sales order (transaction VA01), the network is created successfully but the
components are not transferred to the network. Is it supposed to or not? If so, what additional
configuration should I look at?
I'm not very familiar with the standard functionality so I'm hoping someone out there has
experience with this topic.
Answer : The components in assembly processing remain on the sales order only.
In case you are working with reasonably complex scenario on BOM and procurement, where
material items have their own dependencies schedulewise e.g to design, you should put the
materials on the network. The best way to accomplish this is to do the BOM allocation (transfer)
to activities and have only the invoicing item at sales order.
IM and FM
Question :
Is that possible to use IM to control investment projects and FM to control general costs?
What is needed to be done in order to avoid conflicts between IM and PS ?
Answer :
Investment Management() IM Module is highly integrated with controlling(CO) , project
system(PS), and Asset Management(FI-AA) components.
IF you would like to implement IM & PS you might ask yourself what additional advantages are
offered by using IM .
These Include:
1- in PS you can represent the planned and the budgeted values of all projects . using IM you can
represent the budgeting process from the organization pointview. IM helps you track of budget
amounts that you carry forward for projects that were approved in prior fisical year.
2- Using AR in IM CAN help you decide what budget will be assigned to your organization
Unit.
IM Handles Cost Planning & Budget Approval and PS Manages Project Execution with AVAC
for the Budget for each project.
Question : Can any one tell me in detail of advantages and Dis-advantages of Multiples Root
WBS in the project.And one more why do you using the same coding Mask for PD and Root
WBS.
Answer : Multiple Root WBSEs helps in budgeting scenarios where these WBSEs are funded
from different sources say a customer project has part scope of R&D (funded by R&D).
You may also want to fund these root WBSEs from IM programs (linking to position IDs.)
I know that I can maintain the Plant for the WBS Element, what I would like to know is if it is
also possible to maintain the Location as well? I've heard that it is not possible but I would like
to hear other opinions. Any suggestions? We are on version 4.0B.
I would like to know since the Asset Management people here are asking if it's possible to
maintain it in PS or if this can only be done in AM.
MM is not included in this implementation, but we did set up the Plants and Locations.
you can maintain a location for a WBS element as well. Select WBS element, follow path Details
> Orgainsation. This screen has a field called Functional Location, apart from other orgainsation
details such as Controlling Area, Company Code, Business Area, Plant, Calender etc
Is there a status that can be set for a network activity that will stop time confirmations from being
processed? TECO stops changes to the basic data, but allows further time confirmations.
you can lock account assignment for the network/activity in consideration depending on whether
the network is header/activity
Out of which, I like the results because I obtain the fields I need by going thru the
individual ''choose fields'' button.
However in 4,6c) it does seem to have any variant capabilities ???
I have to reenter the fields selection every item I back out of the report ... Which is a bit
anoying !!!
Anyone has any recipes for this so that columns/criterias selected can be save guarded for
the next time ???
You create a new ''Z'' Variant Profile list with all the fields that you want to select and show in
yopur CM0? report .
Be carefull to click correctly on the greenish/yellowish arrow to bring up the field selections pop
up window...
Than associate this new Z Variant Profile to a newly defined ''Z'' General Profile...
Then after you can override with othe Variant Lists in the profile selection of the CM07 report
txn. itself if needed
There are 2 outcomes for change documents and they should both be implemented if it's
important that you keep track of changes made to a project:
- any changes to System and User Status will be recorded, including the status history and
who/when. Changes can be seen in any project maintenance transaction (eg. CJ02, CJ20N) by
clicking on the "i" icon for a PD or WBS, then following the internal pull-down menu path:
Extras>Change Documents> For Status/All.You can then drill-down on the satus to see its
history.
A1. It can be linked through DIP Profile and do Resource Related Billing for raising billing.
A2. No, it can be done at WBS level with 'Billing' operative indicator.
A3. Yes, You can use Progress Analysis (EVA) for this.
Q4. We would like to compare the planned cost, actual cost & revenue for line items in SD
module. For this as what object should we consider the line item in PS module.
Q5. In easy cost planning/ cost models, the resource requirement details (quantity and rate)
are given to get the cost of each line item. But to get planned cost of each activity, the
consultant is asking us to assign resources separately again in activities. If we consider the
line items as activities, should we assign the resources again or the same in easy cost
planning / cost models can be linked to get the resources assignment in a simpler method.
A5. Instead of this, you can use costing variant for Easy Cost Planning (not for the activities)
Is there any way by which we can lock two specific wbs elements say overheads and other
expenses, so that the user cannot release PR?
The easiest way would be to define the project release process in the bottom-up fashion. That
means, you will only release the activities/WBS elements that you need from time to time during
the course of the project. That way, charges won't be accrued on a WBS element until it's
released (so, don't release it until it's ready for collecting costs).
Is there any way by which we can stop the network from attaching further materials after
it is released?
This is controlled through the change profile, which is assigned to the network profile. In the
change profile, under the Component tab, you can define the release status of the activity at
which you can create/change/delete material components.
This will possible depend on your config, but the options I use are:
Settings>General>
Tick, Cumulation of reqmts, Dyn. capacity cumul. and then select the hierarchy you have set
up.
I then select the financial year (as we are budget driven) using Entry type A and the start/finish
of the financial year.
I select period Month.
Then click tick.
I then select the work centre I require. or arm of the hierarchy.
You can then select standard overview and also select graphs or if you need a detailed list press
that button. *-- Jim Carter
When we confirm activities and see it in cns41 report we can see that the POC is
aggregated at the Network,WBS and project level.
How does the system calculate this.. i.e on what factors and criteria?
PS, like, other Projects Programs used the Pondered advance has a project and structural (WBS)
phisical advance.
IF you have a Project with only 1 activitie. The 100% phisical advance of the activitie is passed
to the Project.
If you have a Prj. with 2 activities and both had 100% phisical advance. The project has 200%?
NO!, PS calculated this
In the business scenario used here a status profile containing different User statuses with
authorisation controls has been set up in the Project Definition for controlling the process
of Project creation & approval. The process flow is as follows - The project is created by
the design team, after which it is sent to pre-audit team for approval, the pre-audit team
approves it, on approval the project is released and the rest of the process flows on. Each
of the above phases is marked by an user status and on completion of a phase the user sets
the next user status for the object.
Requirement : An ABAP report is required to be developed which shows the date and time
at which each of the user staus was set and released.
Go to transaction SE38, and enter RBSVCDOC in the field "Program". Select the Execute
button. Insert your WBS's object number, and select the tick box "SHOW_ALL" Execute the
program.
If the results is what you are looking for, then follow these steps to have your required report on
User Status Change Log:
1. Ask your ABAP program to copy function RBSVCDOC to a Z-Program, and 2. assign a Z-
transaction code this copied Z-program. 3. You can also ask the programmer if he is able to
design a user defined input screen to this program.
Trying to create an internal activity at the network level and whenever I go to the menu to
add an internal activity, the level moves up to the project level instead of remaining at the
nework level. This of course prevents me from creating the internal activity. Why this is
happening?
This will create Int activity in the selected Network only. *-- Nabada More
1. Chain cutting
2. Soldering
3. Lock fitting
4. Assembly
When a project status is set back to REL from TECO or CLSD status, the work force planning
done is getting deleted completly at the activity.
Run cmp9(Evaluation again) and you will have workforce planning back.
WorkForce Planning
We are using CMP2 for doing workforce planning in our Org, we attach reources to activities,
now the issue is we want to put an end date to the resource attached so that the particluar
resource does not appear in cmp2 .
In CMP2 - mark the relevant line - press the bottom with the pencil - make a new end date and
save.
Next time you enter CMP2 the start date has to be after the end date you entered.
Be aware that the end date affect the work list for the person in CATS.
I am trying to create one query to find out wbs status assigned Open PO. I have located the
relevant file for PO but not able to get table which stores system status.
Once you get System Status Number pass it to table TJO2T you will get System Status text.
Is it possible to have two different company code within the same WBS structure?
Within the structure - YES provided company codes belong to same controlling area
Does anyone know if system status ISBD should be set if a budget tolerance with action
"warning" is exceeded, however the total budget is not exceeded. We have the following set up:
80% Warning
At 80% the system status ISBD (Insufficient budgeting) is set; is this correct.
You are right. The status ISBD (Insufficient budgeting) is set once the tolerence limit 1 is
exceeded.
Project version: Can I go back to a previous version?
Can I go back to a previous version of a project? For instance, a new project version is created
automatically on release of the project. Is it possible to go back to the previous version in order
to "undo" the release?
Project versions are used as snapshots of projects at different status or manually triggered points.
You would not be able to go back to versions because the version is not the operative project.
How can I close the project, after closing any PRs and PO no Processing?
Open the project in CJ20N. Go to menu bar path: Edit-> status-> Close. Save project. Please note
that you must first have gone through the normal progression of status moves from CRTD to
REL to TECO before you will be able to close.
The SAP Plant Maintenance module (PM) is designed to handle the management and execution of
integrated maintenance processes. Such processes include preventative, routine and turnaround
maintenance, all fully integrated with purchasing, MRP, controlling and financial accounting performed
in SAP. The main objects used in PM are work orders, a series of which (often grouped by revisions)
are what typically is thought of as a "project". Such maintenance projects are planned by describing
the estimated work effort per "operation" (activity) and work center performing that work effort. By
linking operations inside work orders or across them a generic project schedule is created.
Unfortunately SAP-PM has only limited scheduling capabilities. Therefore effective enterprise project
scheduling for maintenance purposes requires either the use of the SAP PS module, the integration
with external scheduling tools like Primavera or MS Project, or for less complex projects the use of
external tools like GWOS (for more information about these tools please search this web site).
- Maintenance Notifications;
- Maintenance Orders;
- Functional Locations;
- Equipments;
- Materials; and
Functional Locations and Equipments contain fields that allow grouping by units, locations, or plant
locations.
Project Functionality of SAP-CO (Controlling)
There are several important touchpoints between SAP projects and the SAP Controlling module (CO).
All SAP cost planning and budgeting (in SAP terminology: budget = approved cost plan) functions are
handled using standard CO functionality. Objects relevant to project management in SAP are cost
objects. This means that planned, committed and actual costs can be charged to them like to a cost
center or an internal order in CO. Among these cost objects are WBS elements, networks, activities,
activity elements, maintenance orders, operations and suboperations.
Costs may be planned on many levels and in many ways, starting as investment management (IM)
level or WBS structure level cost planning, through primary cost element planning, and going on to
purchase requisitions, planned allocations, planned hourly use of resources with associated standard
cost rates, and many more.
Actual costs may be charged to SAP project objects in many ways, typically through goods or service
receipts, accounts payable invoices, general ledger (GL) postings, cost allocations or settlements. The
SAP system will automatically perform the relevant controlling postings in the background so that CO
plan-actual or plan-commitment-actual reports can be run in PS or PM.
Standard costing using standard cost rates associated with work centers (resources) are defined in
SAP CO, either internally calculated or manually assigned. This then means that cost center-based
controlling transactions have a direct impact on project costing. The moment you say "costs" in SAP,
you say "CO" automatically, even when dealing with projects in PS or PM.
Production planning and project management in SAP have many touchpoints. They intersect
particularly in a make-to-order environment involving sales-driven projects. In principle there are a
lot of similarities between the production planning module (PP) of SAP and the Project System (PS) or
even Plant Maintenance (PM). Production orders are very similar to networks or maintenance
orders/work orders.
The main difference is that PP deals with ongoing operational aspects while PS and PM deal with
projects. Projects are defined as a series of activities with a start and finish date in order to complete
clearly specified deliverables at a high quality standard. From that perspective the main conceptual
difference to PP is the limitation in time. PP, PS and PM all define a series of tasks, link them through
relationships with each other, assign work centers to them to define where and by whom the tasks
are supposed to be completed, and then schedule and cost these tasks out.
Even the tools used in SAP are very similar or often the same (like work centers, definition of
relationships, resource leveling). This should not be surprising as particularly the PS module, and also
to some degree PM, has been built by combining PP and controlling (CO) functionality. It does indeed
seem that one reason why project management in SAP often is perceived as not user-friendly is due
to that fact. Many of the "logistics" functions of the dynamically changing PS and PM modules are
rooted in the much more static PP module. The result is great functional power but often clumsy
screens and transactions.
There are a number of limitations in the way PP on the one side and PS and PM on the other side
interact. At least in the standard SAP R/3 system costs and dates are not naturally rolling up or
synchronizing between these modules.
What does Sales and Distribution (SD) functionality have to do with the management of enterprise
projects? It does for more companies than may seem obvious at a first glance. For contractors using
their own SAP system to manage and deliver capital investment projects the SD module is where the
billable deliverables of their projects are defined. The same is true for everybody who uses the SAP
project system (PS) to manage the make-to-order production of complex products, whether they are
powerplants, aircraft parts, or the concrete bridges.
SAP has functionality that allows to tie reference (template) project structures to product codes so
that at the time of sales order creation the setup of a project structure can automatically be triggered.
This does then link SD and PS seamlessly, at least on a high level. As the project progresses,
milestone billing set up in SAP-PS can then trigger payments in SD, which again results in revenue
postings in the SAP financial accounting module (FI). There are a number of other reasons where SD
can interact with projects managedf in SAP. Mostly, however, it does so only when you take a
comprehensive look at the overall process, trying to ensure full integration. Not doing so may lead to
inconsistencies between what sales people or customer relationship personnel sees in SD and the
actual status of the delivery of products. One may just consider a situation where SD data from a
suppliers' system needs to be tied into a project master schedule managed by a general contractor.
To overcome the latter it is helpful to mirror and match purchase orders and sales orders between
supplier and customer, also in line with the way the general project is managed.
The potential significance of SAP's Investment Management module (IM) is too often overlooked
when considering the management of complex enterprise projects. Nevertheless it should in most
cases be considered when designing scalable project management solution that center around SAP.
SAP IM is a tool designed to enable program management in SAP. Program management as defined
by SAP in that context means the process of defining a hierarchy on top of many projects with the
purpose of planning and controlling costs, including project appropriation management and budget
authorizations. Its strongest integration points, besides PS, are with the SAP Controlling (CO) and
Asset Management (AM) modules.
While IM was originally developed for the budgeting and high-level management of capital investment
initiatives, its functionality has been extended to allow its use for similar functions. It simply is a tool
that can perform such functions on top of any kind of PS projects.
Preferred Project Management Tool is...
SAP Project System (PS)
Primavera Enterprise/P3e
Microsoft Project
SAP with Primavera
The SAP world makes an important distinction between "PS" and "PM". The acronym "PM" is a source of frequent
confusion. For many project management professionals it simply stands for "Project Management", while in the SAP
community it is the abbreviation for the "PlantMaintenance" module of SAP.
The SAP PM module was not designed as a project management module. It still contains a lot of components very
similar to the SAP PS module, which is the project management module called "ProjectSystem". SAP define their
modules by function more so than by the process they cover.
Forget about technology and do not pay attention to modules: The key process blocks of Enterprise
Projects deal with functional aspects! To set up an effective project management system, these
functional aspects need to be clearly defined. If multiple tools are used, responsibilities per functional
aspect and project management layer need to be assigned to one tool only, for each layer of the
enterprise project (enterprise, project, and contractor).
2. Schedule (Network)
5. Actuals / T&E
6. Progress / Completion
Accounting :
Secondly, go to your configuration settings in the IMG regarding the Tolerance limits for
Availability control.
As per the setting in spro for budget tolerance limit, system gives you the message. Here you
set at what %age of releases budget, system will give you message and the type of message also
like warning or error along with the area where you want to put this budget check.
The column "Activity" stipulates the action to be taken by the system when you reach the
percentage of expenditure as stipulated in the column "Usage".
Example:
Activity = 1 (Warning)
Usage = 95 (percentage)
In this example, the system will issue a warning when your total expenditure (actual costs) reach
95% of the budget amount. This is checked by the system, based on the settings in the budget
profile as stated above.
CLOSING A PROJECT
Subject: CLOSING A PROJECT
I tried to close a project # 2600000089. I am getting an error message " There is still WIP for
WBS 2600000089 ".
The long text suggests that " Calculate the WIP for WBS 2600000089 so that it can be cleared.
Then settle WBS 2600000089, including the cleared WIP in the settlement ".
We went from 3.1H to 3.1I about 20 days back. In 3.1H I have never come across like this..
-----Reply Message-----
Subject: RE: CLOSING A PROJECT
-----Reply Message-----
Subject: RE: CLOSING A PROJECT
You cannot close the project if you have a WIP value in it. It's because:
1. No invoice has been generated for that project. (fully invoiced status hasn't been reached). If
you generate the invoice, the WIP value will be transferred to cost of sales.
2. Invoice has been generated but the WIP value is not yet settled fully due to some provision as
provided by the difference between your plan values and actual values. Have both values equal
and run the RA and settlement again. Once WIP is zero, then change the status to CLOSED.
Investment Management
Subject: Investment Management - Urgent! Urgent !
-----Reply Message-----
Subject: Re: Investment Management - Urgent! Urgent !
Have not tried using monthly plans in IM, but have used multiple plan versions in PS (all IM
measures in my co. are linked to
projects). PS reporting allows selection of the plan version for comparison to budget.
Most effective use is for cumulative monthly cost plans. Also suggest that you would want to use
a unique identifier for monthly
plans vs. overall project plans in your naming/numbering conventions.
Budget Control: Having/ creating a control on the resources allocated in a financial year.
Original Budget: The initial budget that you have allocated to a WBS element.
Supplement of Budget: One time/ discrete increment in the original budget.
Transfer of Budget: Transferring the budget among two or more expense heads.
Project Definition: A framework for a business undertaking with a fixed goal to achieve with
given resources. The project definition contains dates and organizational information that are
binding for the entire project. WBS Element: Individual structural element in a work breakdown
structure (WBS) representing the hierarchical organization of an R/3 project. Describes either a
concrete task or a partial one that can be further subdivided.
Proposed Business Process : Assume there are seven expense heads in maintenance department.
There may be addition of expense head in near future. Based on the maintenance heads,
maintenance department will create a project in project system. This project will be used for
statistical purpose only & will not have any financial implication.
Upon creation of a project, WBS elements will be created as per the expense heads. So for each
expense head, there will be one top level WBS element. Again these WBS elements will be
divided in twelve WBS elements. These twelve WBS elements represent twelve calendar
months. Budget will be allocated to each WBS element & the WBS element will be released
from the project.
Maintenance department will create maintenance orders as per their work requirements. These
orders will be settled to cost centre, which is maintained in the settlement rule. Also WBS
element will have to be mentioned in each order so that the budget control can take place. So as
to capture cost from each maintenance order, the WBS element field will be made ?mandatory
field? in maintenance order.
So when a maintenance order is released, system will do a budget check against the WBS
element mentioned. If the budget check status is OK, order is released or else it will stopped
from release. If the order is stopped from release, maintenance department will have to
supplement the budget. Upon supplementing, the order is released again & the maintenance cost
such as, labour, material costs can be booked on the order. Again the order cost is settled to cost
centre & at the same time, budget is consumed from the respective WBS element.
Every year, maintenance department will copy the previous years project so as to save time &
efforts to create project & WBS elements. And the maintenance department will assign the
budget allocated to each WBS element in a financial year. It is also possible to return the
unutilised budget or, transfer of budget from one WBS element to another.
Settlement From WBS to AUC that was created from other WBS
How can make a settlement from a WBS to an AUC that was created from other WBS ?.
The system send me a message AA 311 You cannot posted to the AUC ( Investment
Support Measure ). The Help told me that I need flag a WBS like a Capital Investment
Measure, I search in all fields of the structure but I dont found nothing.
Go to the WBS element Control data tab and enter the investment profile field. Then it will allow
you to create an AUC.
What is the correct procedure for settling the WBS element costs to an AuC & then to as
asset? For settlement to AUC settlement rule is not required. Follow the steps:
1) For WBS element where the asset has to be created, AUC willbe created automatically when
the WBS element is in release status to get this investment profile should be assigned to WBS
element in Control Tab
2) You can see in the syatem status show as AUC to see the AUC number follow the path
EDIT---> WBS element ----> Investment program----> Asset under Construction where you
can see the AUc which is created automatically
3) Once the above two steps are throughfor settlement to AUC goto transaction CJ88 give the
WBS element number select the processing type as partial captalization and execute all the costs
pertaining to that WBS elements will be automatically settled to the AUC which is created for
that WBS element
Project Objects
Subject: Project Objects
We have found that there are more than one WBS for an object. This is
supposed to be a unique relationship i.e. one to one.
On doing an object find for a Project Characteristic you obtain the
object numbers (that is WBS elements internal numbers) of the objects
that contain the characteristics. Using T.code SE16 you can find the WBS
element number of the object. On doing this search we have found
multiple WBS elements for the same object number. On investigating the
situation, we found that in most instances the "other" object another
WBS element in the same structure or one created shortly after the
correct WBS element.
We have not yet found out why this happens, what the solution is or if
we have found all occurrences.
-----Reply Message-----
Subject: RE: Project Objects
The reason why you have an internal SAP number (PSPNR) and an external
number (POSID) is to allow the user to change the WBS element identifyer
without losing all the history.
Check to make sure you were looking at the right object number.
Easy Cost Planning(ECP) is really Unit Costing with a pretty face (MysapCom). It is used in
Transaction CJ20N (Project Builder) only.
You can set up 'Cost Models' in ECP using Characteristics which can be used to calculate values
and automatically create Cost Plan Line Items - this is useful for companies who have pre-set
planning methods (eg. Planning costs for building a bicycle, or a chemical test that requires
known materials, labour, services and general costs.). It is a very flexible tool.
An extention to ECP is Execution Services, which allows you to automatically generate Material
Reservations, Purchase Requisitions and Activity Allocations. Its disadvantages (versus
Networks) is that the planned costs are all aggregated to one WBS (unless you split your WBS's
up to reflect the work you are doing - Labour, Materials, Equipment etc).
Therefore, actual costs hit the WBS itself, not the line-item to which you planned. Disadvantages
of ECP is that it does not distribute planned costs across time (no distribution rule). Also, there is
no scheduling (start-finish, dependencies). Configuration for ECP is relatively straight forward.
Costs for ECP can be planned against any Plan Version (default is Plan Version 0).
Networks allow you to plan costs via objects called Network Activities. They can be maintained
not only in CJ20N, but also in CJ2D. They are a little more complex to use, but they allow you to
have a networked structure. Each Network Activity can have planned costs for Work
Centre/Activity Type, Stock/Non-stock Materials, Services and General Costs by Cost Element.
Activities can have a list of Material Components.
For a quick, easy planning method, ECP cannot be beaten as long as you don't want complex
scheduling.
Yes, provided you do the settlement run on different dates. Also check the FI settings for
settlement strategy.
SAP Standard defaults the following scenario:
An asset can only be capitalized when the asset is in use/productive. This means the
deliverable/asset must be completed.
This is the same as the status TECO (technically complete). When you capitalize (settle to asset),
then the system takes the date when the WBS status changed to TECO, and defaults this date as
the asset value. All the line items in the WBS will therefore assume the TECO date of the WBS
and that is why all the line items in the WBS have the same asset value date.
All the individual line items contributes together to one unique asset, and all have the same value
date of the unique asset, which was derived, from the TECO date of the WBS.
This can be adjusted and changed in the FI-AA module, but make sure you understand the
implications. The asset value date is used to derive the start date for depreciation, and
depreciation is normally governed externally by a governmental institution, and your company
must adhere to this external requirements. Consult with your company's auditor/financial
executive to get the applicable rules and make sure your settings faals within this requirements.
Logistics :
PS Substitutions
We have configured Partner funcitons to used at PD and WBS element level. We want to
enter the 'customer number' as partner at the PD level and then want to copy it
automatically in all the WBS elements under the project.
Is it possible to do such a thing? We are unable to use substitutions coz Partner fields do
not occur in the substitution fields.
This is reasonably easy to achieve with substitution exit, where you can retrieve data from any
logically linked objects and use these as substitution source data. This is described in note
440186, chapter 4.
However, with this technique you can only maintain the fields of PRPS, e.g. user fields USR*.
If your intention is to substitute corresponding Partner role in each level of WBS, I think that will
not be possible with this technique directly.
You should additionally check if there is a user exit at partner maintenance to complete the
scenario.
Normally you can use user exit RGGBS00 to insert a user specific into subsititution.
But in your case, it's a little complex, because the partner is in another table (not in PRPS).
however you can try to insert your own field into table GB01 and regenerate with program
RGUGBR00 (note 42615).
Tony
A-Unfortunately, from my experience, I can say that Progress analysis/ EVA Earned Value
Analysis in PS cannot be done without the activities and of course withouth the networks. We
had the same problem, as in our company as we had before only WBS and we needed EVA. For
EVA PS has the Transaction CNE5 and in this kind of reports (see also CN41) values of rhe the
field "actual work" will be "built up" on basis of activities confirmations. As I can suggest you, if
the company does not want to change the current structure of the projects, a soulution would be
to i! ntegrate PS with BW, if they have BW there, and to generate the needed reports for
analysing the EVA in BW.
Otherwise I have not heard to be possible to have Progress Analisys without activities in SAP
Standard.
Elena Manole
Tony
Progress analysis at WBS level is also possible., Use estimation method and put the ACTUAL
WORK DONE.
Mukesh
I agree with Mr Mukesh. We are using the EVA method estimation and actual work done for
WBS.
Please create a new "Z" method of EVA which will allow confirmation of WBS in a similar way
as being allowed for activities. You can then confirm the WBS for actual progress of work and
enter the % completion of actual work to get schedule vs actual curve.
Using the Estimation method with WBS means you are not really doing EVM in SAP. You
would need to calculate the percentage using another tool. Also, since your WBS schedule dates
are not dynamic, the forecasts would be very difficult to create. If the company is re-
imiplementing, have them implement Networks Activities, at a minimum of one Activity per
WBS.
You need to perform sequence of operations to get EVA. for time prop. you need to maintain
scheduling, activity confirmation etc.
You need to do customization settings for EVA for progress version, statistical key figures, value
catagories, progress cost element etc.
You can go the following customizing steps... this will help you to configure as per your needs.
This is not as per your need, as only you can understand what all the customizations you need to
do........
1. Create Progress Version 101 with exclusive use 'Progress Analysis'. I have selected Plan &
Actual check boxes.
2. Settings for Progress Version-
a) Plan version - '0'
b) EV basis - Cost plan (active project, annual values)
c) POC weighting - Cost plan (active project, annual values)
d) Planning type - Basic dates
e) Early / Late - earliest possible
f) Both reference boxes selected
3. SKFs- I created three SKFs 10 (Non-Aggregated POC), 20 (Aggregated POC) and 30 (POC
for RA) with unit of measure '%' and selected the Key value category 'Total values'.
4. I need to assign these SKFs to different value categories. I created three value category 10, 20
& 30 with selection 'SKF with total values' and unit of measure '%'. Then I assigned SKF 10 to
VC 10, SKF 20 to VC 20, SKF 30 to VC 30
6. I made progress cost element '6511100' (Secondary cost element) with Cost element category
as 61.
8. I maintain the assignment of cost element group. ie. I assigned progress cost elemnt to cost
element group with default radio button selected. In the cost element group, I have selected
certain cost elements which we regularly used (cost elements for project materials, project
manhours, project contracts, spares etc)
Milestones
Subject: Milestones
The same time we want to use milestones only with WBS-elements for basic POC evaluation.
For instance for WBS we can attach several milestones with different POC, like 10%, 50%,
80%.
What is the tool in the system to confirm that particular milestone is reached? How can I change
milestone status?
-----Reply Message-----
Subject: RE: Milestones
each milestone attached to a WBS element will have an actual date field open for entery when u
release the WBS element. this will determine if the milestone has been achieved or not.
the %age entered in the milestone for POC will be considered in the progress analysis.
Project profile
-----Original Message-----
Subject: Project profile
We have decided not to allow creation of projects with certain project profiles.how can we
prevent using the project
profiles.
If we delete the project profiles will it affect the existing projects or completed projects made of
those profiles.
-----Reply Message-----
Subject: RE: Project profile
Hi there,
Have you ever used validations rules. That may work well in such a situation. You could use a
rule like this : "If profile ID is
ABC then error message 333". If you heve not used these rules before tell us about that and we
may help you.
-----Reply Message-----
Subject: RE: Project profile
You can delete the profiles but you may encounter problems creating new WBS elements in the
old projects. The profile is
only used to provide defualts to these elements, so you will have to enter the values manually
(e.g. Project Type).
The other probelm area that comes to mind are any reports that use the profile as part of dynamic
selections.
If the demands from activities in my various projects using that Work Center exceeds the
400 hours then I'll be under capacity and Gantt's in Planning Board will show in red !!!!!
However if I decide to go for Individual Capacity planning using HR module; then from
what I read the individuals already defined in HR as employee number; will be tied to the
Work Center and automatically taken and represented in Gantt's chart individually.
The link is to tie them as employee number to the Work Center in HR.
My question is; likewise in MS Projects; where we can define availability via the calendar;
we can grey out days when an individual is on vacation or not available.
And that will reflect in the overall availability...
Mainly when I want to reserve vacation time ahead for indivial labour resources..!!!!
I am not an expert in this area but I know a bit about it (I made it in a customer, but at the end I
had to undo it). Actually I cannot work with networks so all I have it is my memory.
The pool capacity works as you say, but it seems that you are using the capacity availabality
feature. I understood that if you use that, the system only checks if there is capacity avalibale, but
not makes a capacity "commitment", it means, other networks can plan that capacity as own (this
is made in the "levelling" section). At last, I only used the first feature so only had a look on the
second.
Note that in MS project when you "gray" days is for all the activities, to make that in PS you
should make a factory calendar with those days as no working days. I have talking to "gray"
those days for each activity.
Sorry if this is not very clear (it has taken me an hour with several interrupts).
I very much agree with Guillermo, and I would suggest to go for his ideea. In my opinion using
personal capacity planing in PS-HR is very inflexible and deficitary.
1. In work center (Transsaction: change work center) you will have to assign the persons from
HR, you will have to be carefull as in the transaction there are 2 methods/buttons to assign
persons to a work center. now I cannot tell you by heart which one is effectively linking the HR
with PS, as only one works, you will have to try both of them (swich to capacity view and you'll
see one button sth. "Link to HR" and then the other option is in the menu bar)
2. In HR - you will have to work with your HR colleagues maybe, should be maintained some
HR Infotypes: Transaction PA61,
Infotype 0007 - planned working time (e.g. 8 hr. a day)
Infotype 0005 - vacation
Infotype 2001, type pf Infotype 0100 - absences
For the infotype 0007 - you will have alreadythe Arbeitszeitplanregel "rule to plan the working
time", if I translate correct from german, which will set the calender for you. This is made with
another HR transaction for the HR calender ....this calender(e.g. factory calender) has to be then
generated/activated for every month (separate transaction). I do not remember all the transactions
codes now, but is pretty much intuitiv, as the system will give you the steps while maintaining
the Infotypes.
3. Then you plan the persons in the Activities for a determined period of time. In CMP9 you'll
see the availability with the standard working hours (8Hr/day, as set in HR in calender) and the
absences (as planed in HR in infotypes) with empty cells (Nota Bene: these cells have in
transactions CMP2 and CMP3 a change modus, are not grey or inactive !!!!!) You can change
the planing then with the transactions CMP2 or CMP3, one is from project, the other from
workcenter point of view . If you make changes in CMP2 or 3 you will not see the changes in
Project builder for example. With CMP9 you can only view the personals planing for a
workcenter, a project...
I remember there is another transaction to see the personal availability somewhere in the
Infosystem> PS>capacity. You'll have to look for it and generate it from Mandant 000.
Unfortunately, there are some more constraints, which you will discover while testing.
Is there a setting or a way in which we can set the project to TECO and not be able to do
confirmations on that particular project?
There is no link between TECO and actual confirmation. It might possible that the project is
technically completed but non technical activities are still pending..
All WBS elements, networks and activities are set on status TECO in the project. I have set
the status over a week ago and yet am still allowed to do confirmations to the activities in
the project.
We did not experience this problem before. It is the first time and it happens for all
projects that are set to status TECO.
If you have networks and activities involved your best bet is to use project builder to make a
status change at the project definition level which will cascade down to wbs elements, network
header and network operations.
You may try setting a DLFG flag and see if it prevents confirmations from occurring on the
activities. If you need to undo the deletion flag the sequence is as follows:
Using CJ02 undo DLFG at project definition level then select all wbs elements and perform the
same. using CN22 undo DLFG at network header level then select all activities and perform the
same.
Project builder allows status set downwards but not undo on all components, therefore requiring
CJ02 and CN22 to undo.
S(p) = Planned special costs (cost of sales = actual costs) for valuation
Using CN22 or CJ20N to create DLFG you set the status on the network header
Edit>status>deletion flag this rolls the status down to the activity level.
cancel the deletion flag on the network header, then select all activities in the activity overview
and cancel deletion flag.
Now some people believe that when the deletion flag is set that it removes all of the activities
from the network.
This is false, users who do not see the activities after the deletion flag is set must use the
following menu path to "reveal" the activties:
Which table is the system storing the Project Def, WBS, NW and NWA system and User
status?
TJ02 - a list of all System Status'. You can use transaction BS23 to see these, or SE16n via
normal enquiry
JEST - current System/ User Status by object number (WBS and Network)
JCDS - history of System/ User Status by object number (WBS and Network)
Needless to say, you have to get the object number first by looking at PROJ, PRPS for Projects
and AUFK, AFKO, AFVC, AFVU or AFVV for Networks.
PS: Status "code" contained in JEST for particular object number, after selecting object number
of choice from JEST to obtain status text simply join JEST to TJ02T linking JEST-STAT to
TJ02T-ISTAT and finally pick language TJ02T-SPRAS .
You can not remove authorisation for the "immediate" indicator, because the indicator
changes when you release the project from "from release" to "immediate".
How can we stop ANY committments from being created until the project has been
released?
In OPSC make sure the Release immediately has been unmarked.
In transac OPUA (field selection network header) go to influencing choose network profile or
controlling area depending on which you want to customize. Set the field "Reservation/Purc.req"
CAUFVD-AUDISP make it to only displauy.
Go to transac OPUC (field selection network details) go to influencing, choose network profile
or contolling area to which you want to customize the setting. Set it to change and in the field
"Reservation/Purc.req" - AFVGD-AUDISP make it to only display.
This would prevent the users from changing it to display when they create and assign activities to
networks/projects.
One more customization, in transac OPUU in the network tab make sure the setting is for 2 (from
release)
or
A very effective way to handle this is using User status management .go to tcode bs02 and define
a status profile which can be defaulted in the project profile, in the status profile define proj
definition,WBS,network header and network activity as the infulenced object types.
Create a status "blck" as an initital status and in the business transaction field block PR and PRQ
creation.
Next create a status"allw" which will be set after project is released and allow PR and PRQ
creation after status is set
WBS is nothing but Work Breakdown Structure. It is mainly used in Project System (PS)
module. Tcode : CJ20N
For any project defined we must have atleast one WBS. Within this WBS we can have networks.
Networks are nothing but the series of activities. Material are used to perform the activities.
Govt of india wants to have Roads to be build through out the india. So Project can be defined in
sap as "Connectivity".
WBS can be roads within different states like Roads for Gujarat, Karnataka etc.. i.e. WBS
Gujarat, WBS Karnataka etc.
We can define different networks for these WBS like Road Between Ahmedabad to Surat or
Between Bangalore to Belgham.
For this network we can have many activities like Land selection, Land Preparation, Road
Building, Final finishing etc etc.
Hemal's example was a good example. Project Systems comes into play only when the industry's
business is based on projects like... Construction companies, Engineer to Order scenarios. You
may not see anyone using PS module for retail business. As Hemal explained in that example,
you have a main project which is broken down into WBS elements. You can use the TC CJ20N
to create the project and the WBS elements. Each WBS may have mutiple Networks associated
and each Network may have multiple Network Activities as explained in the example by Hemal.
On the Sales Order, if your client is implementing PS module, you may have to attach the Sales
Order to the WBS element it belongs to. WBS element is nothing but a bucket where all the
activities belonging to that particular part of the project are captured. In the example, WBS
Gujurat will tell you how many Sales Orders were created for the Gujurat sector, howmuch was
spent on raw materials, what's the currect stock ([roject stock) available. How many Production
Orders have been confirmed and howmany of them are getting confrmed in the future. How
many invoices have been generated or how much revenue has been generated for that particular
sector. How many deliveries have been made, what deliverables are still not accomplished.
So as you can see, PS is the center stage for all the modules that are being implemented like
FI/CO, SD, MM, PP in this example. You can have cost centers and work centers defined. You
can also have profit centers assigned at the plant level and get reports on varius selection
criteria.
In a complete cycle of PS, like in reality, you initiate a project, you confirm/release the
WBS/activities as per requirement, you execute the project and you close it.
One cannot initiate an activity unless it has been released by the project manager. Everything is
accountable here and every dime is counted and at the end you know howmuch did you spend or
make on each sector (WBS). Dont get confused with the term sector here... I am using it just for
the explaination purposes. :)
In one typical example, the company I was working with until not too long ago, had Deliveries
from the Project (TC: CNS0). We never used VL01N. We used CNS0 to create a delivery and
then used VL02N for confirming the picking quantity for the already created delivery document.
I hope this should help you at least a bit. I'm not a PS consultant so I may not know a whole lot
but trying going to CJ20N and you will see a lot yourself.
PS concultants are one of the highest paid consultants. Their supply is less and so is the demand.
They are expected to understand real world business processes very well and they are generally
the center stage of a project.
Result analysis determines the costs & revenues belong to the period, along with the Work in
progress (WIP) or Reserves.
Result analysis calculation is based on the planned / actual Cost & Revenue.
E.g.
Is there some configuration to make to this report so that the dynamic selection works?
Include field are only possible for fields are realte to PS table:
6. Go to "Tables", select the correct table, for example table ACT01 for object type "Activity".
Here, you must ensure that this table is also listed under "Extras -> Dynamic selections" - only
these tables can be used.
8. In the "Fields of the table", select the fields desired and allocate them to one of the
"Functional groups".
9. Save. http://www.sap-img.com/sap-ps.htm
The Project System has no organizational structures of its own; you incorporate it into the existing
structure by making assignments to the organizational units in Accounting and Logistics. It is this
which enables the Project System to present data clearly and in many different ways.
Answer : SAP PS is designed to work well with both CO and IM. The PS module will
allow better management of your projects. Allow adequate time in your project to review
your requirements and understand the impact this new module will have on your
existing setup. Also include time for testing and training so that you can ensure the new
features work properly and your clients understand how to achieve the benefits.
What parameter is used to extend the maximum number of GUI sessions in a 4.6C
environment?
RESPONSE
login/multi_login_users
login/disable_multi_gui_login
Validation in PS - WBS
I want to validate the customer number in one of the user fields in WBS. The formula builder in the validation screen,
it seems, does not support table fields other than fields from PRPS. Can this be done thru some user exits ?? If yes
Answer :
- the user exit you defined in the above mentioned program will be visible in validations on screen tab 'Exits'
{mosbanner:id=23}
Multi level bom is a Bom which it has different components at different level..for example:
- A ( finished material)
- B ( semi finished)
- C ( Raw material)
When you run the MRP, Bom will explode upto last level and it will plan the requirement of each individual material.
What ever may be the kind of BOM to be created transaction codes are as below:
2. When you have to create multilevel BOM, you have to carry craetion of BOM level by level.
3. First create BOM for assemblies (means materials which are produced inhouse, means materials with procurement
4. Finally create BOM for the finished product using these assemblies as components.
5. When you see the BOM of finished part after creation through CS03, you can find these assemblies with a tick
mark in the field "Assembly". When you double click you can see the susequent BOM of these assemblies.
6. Example would be for a vehicle suppose engine, front wheel, back wheel are the "E"parts. Create BOM first for
these engine, front wheel and backwheel with respective material components.
When you see the BOM of vehicle after creation, you can see a tick mark against these E parts which shows that
they have BOM furtehr down and you can double click and see the components of these
Validation in PS
am trying to use validation in the Project. Can any one tell when are the call up points 110 and 120 trigerred ?
Everything is working fine when I simulate the validation. But when I enter a value in the user defined field and save
Answer :
Please see if you have checked the check box for Automatic validation in the relevant project profile.
WBS Elements
WBS is nothing but Work Breakdown Structure. It is mainly used in Project System (PS) module. Tcode : CJ20N
For any project defined we must have atleast one WBS. Within this WBS we can have networks. Networks are
nothing but the series of activities. Material are used to perform the activities.
Govt of india wants to have Roads to be build through out the india. So Project can be defined in sap as
"Connectivity".
WBS can be roads within different states like Roads for Gujarat, Karnataka etc.. i.e. WBS Gujarat, WBS Karnataka
etc.
We can define different networks for these WBS like Road Between Ahmedabad to Surat or Between Bangalore to
Belgham.
For this network we can have many activities like Land selection, Land Preparation, Road Building, Final finishing etc
etc.
Hemal's example was a good example. Project Systems comes into play only when the industry's business is based
on projects like... Construction companies, Engineer to Order scenarios. You may not see anyone using PS module
for retail business. As Hemal explained in that example, you have a main project which is broken down into WBS
elements. You can use the TC CJ20N to create the project and the WBS elements. Each WBS may have mutiple
Networks associated and each Network may have multiple Network Activities as explained in the example by Hemal.
On the Sales Order, if your client is implementing PS module, you may have to attach the Sales Order to the WBS
element it belongs to. WBS element is nothing but a bucket where all the activities belonging to that particular part of
the project are captured. In the example, WBS Gujurat will tell you how many Sales Orders were created for the
Gujurat sector, howmuch was spent on raw materials, what's the currect stock ([roject stock) available. How many
Production Orders have been confirmed and howmany of them are getting confrmed in the future. How many
invoices have been generated or how much revenue has been generated for that particular sector. How many
deliveries have been made, what deliverables are still not accomplished.
So as you can see, PS is the center stage for all the modules that are being implemented like FI/CO, SD, MM, PP in
this example. You can have cost centers and work centers defined. You can also have profit centers assigned at the
plant level and get reports on varius selection criteria.
In a complete cycle of PS, like in reality, you initiate a project, you confirm/release the WBS/activities as per
One cannot initiate an activity unless it has been released by the project manager. Everything is accountable here
and every dime is counted and at the end you know howmuch did you spend or make on each sector (WBS). Dont
get confused with the term sector here... I am using it just for the explaination purposes. :)
In one typical example, the company I was working with until not too long ago, had Deliveries from the Project (TC:
CNS0). We never used VL01N. We used CNS0 to create a delivery and then used VL02N for confirming the picking
I hope this should help you at least a bit. I'm not a PS consultant so I may not know a whole lot but trying going to
PS concultants are one of the highest paid consultants. Their supply is less and so is the demand. They are expected
to understand real world business processes very well and they are generally the center stage of a project.
WBS is nothing but Work Breakdown Structure. It is mainly used in Project System (PS) module. Tcode : CJ20N
For any project defined we must have atleast one WBS. Within this WBS we can have networks. Networks are
nothing but the series of activities. Material are used to perform the activities.
Govt of india wants to have Roads to be build through out the india. So Project can be defined in sap as
"Connectivity".
WBS can be roads within different states like Roads for Gujarat, Karnataka etc.. i.e. WBS Gujarat, WBS Karnataka
etc.
We can define different networks for these WBS like Road Between Ahmedabad to Surat or Between Bangalore to
Belgham.
For this network we can have many activities like Land selection, Land Preparation, Road Building, Final finishing etc
etc.
Hemal's example was a good example. Project Systems comes into play only when the industry's business is based
on projects like... Construction companies, Engineer to Order scenarios. You may not see anyone using PS module
for retail business. As Hemal explained in that example, you have a main project which is broken down into WBS
elements. You can use the TC CJ20N to create the project and the WBS elements. Each WBS may have mutiple
Networks associated and each Network may have multiple Network Activities as explained in the example by Hemal.
On the Sales Order, if your client is implementing PS module, you may have to attach the Sales Order to the WBS
element it belongs to. WBS element is nothing but a bucket where all the activities belonging to that particular part of
the project are captured. In the example, WBS Gujurat will tell you how many Sales Orders were created for the
Gujurat sector, howmuch was spent on raw materials, what's the currect stock ([roject stock) available. How many
Production Orders have been confirmed and howmany of them are getting confrmed in the future. How many
invoices have been generated or how much revenue has been generated for that particular sector. How many
deliveries have been made, what deliverables are still not accomplished.
So as you can see, PS is the center stage for all the modules that are being implemented like FI/CO, SD, MM, PP in
this example. You can have cost centers and work centers defined. You can also have profit centers assigned at the
In a complete cycle of PS, like in reality, you initiate a project, you confirm/release the WBS/activities as per
One cannot initiate an activity unless it has been released by the project manager. Everything is accountable here
and every dime is counted and at the end you know howmuch did you spend or make on each sector (WBS). Dont
get confused with the term sector here... I am using it just for the explaination purposes. :)
In one typical example, the company I was working with until not too long ago, had Deliveries from the Project (TC:
CNS0). We never used VL01N. We used CNS0 to create a delivery and then used VL02N for confirming the picking
PRO JECT :
The project definition is the binding framework for all organizational elements within a project.
With a work breakdown structure you can divide the project into useful steps, specify fixed or
"basic" dates, specify the work involved, and determine project costs. The individual levels of
the hierarchy in a work breakdown structure enable you to organize a project into steps.
You can further break down these steps into individual elements. Maximum steps supported
are 99.
NETW O RK:
It is a special type work order on which cost can be planned, controlled and monitored.
ACT I VI T I ES:
These are the actual tasks that are to be executed for the completion of the project
The SAP PS consultant is responsible for the analysis, design, configuration & support of the SAP PS area to meet
the business needs of company. Knowledge and min. End-to-End Implementations and at least two Support Projects
,· 2 years Project Management or work scheduling experience. Working closely with our customers to deliver,
maintain and troubleshoot and enhance SAP functionality and through knowledge of the FI module and knowledge of
SAP R/3 is based on a three tier client/server technology. Typically, it is made up of three functionally
distinct layers namely: the user interface, business logic and database.
The user interface, which is otherwise known as the presentation server displays the interface for
users' communication with the SAP system. It is often referred to as the SAP GUI. As a matter of fact, it
is a program called sapgui.exe. The application server is where the business logic and data
manipulation takes place. Data processing, SAP administration tasks and client request/feedback
management are handled within the business layer. The database layer is synonymous to the database
server and it typically acts as a data repository for tables and other database objects and structures
Ideally, an R/3 system is composed of one database server, one or more application servers and one or
more presentation servers. SAP Business One on the other hand is composed of a database server and
one or more presentation servers.
the difference between SAP Business One and SAP R/3. The non technical answer to this question is
that; SAP Business One is SAP's offering for small and mid size companies, while R/3 is SAP's offering for
large companies.
The procedure to be followed in case of a power failure in the power sources of either the
productive or backup server.
1. Check the UPS Make sure the UPS is functioning properly, and check the remaining
time. You should have approximately XX minutes to shut down the system.
2. Log onto SAP and check for users and processes If any users are still on SAP, send a
system message for them to log off immediately. Check for background processes,
interrupted user processes, and other processes that may need attention before shutting
down, and record them in the Power Failure Log.
3. Stop SAP and Shut Down the Database Refer to Starting/Stopping the Database and SAP
for detailed instructions on shutting down SAP and the database.
4. Shut down the Server Refer to Powering On/Off the Server and the UPS for detailed
instructions on powering off the server
5. Power Off the UPS Refer to Powering On/Off the Server and the UPS for detailed
instructions on powering off the server
cProjects (Collaboration Projects) is the SAP web-based application built on the Web
Application Server (WAS). cProjects is a component of the cProjects Suite. cFolders is
another component of cProject Suite.
cProjects was designed for organizations that need to manage multi-phase projects with
high quality control can benefit from cProjects. cProjects supports flexible project
management and team collaboration.
cProjects requires WAS 6.2 and cProjects Suite prior to deploying cProjects.
https://www.sdn.sap.com/irj/sdn/weblogs?blog=/pub/wlg/9622
In my first blog you will find the important terms of the PS module. I have tried to
explain them with the help of an example. Following this is the next
blog https://www.sdn.sap.com/irj/sdn/weblogs?blog=/pub/wlg/9659 where the technicalities of the same
are covered.
The Project System (PS) module of SAP is specifically designed to provide comprehensive and fully integrated project management
functionality for SAP customers. A Project is a complex undertaking, bringing with it huge data of different type.
At the beginning of each project, whether it involves developing a new product, make-to-order engineering or internal organization,
you need to define and set up the structures necessary to manage your project and incorporate them into your existing
organizations and processes. Before you can run a project in its entirety, you must first describe the project goals precisely and
create a structure for the project activities to be carried out. A clear project structure provides a basis for successful project
"
You create and manage your project structure in SAP R/3 Project System, by means of work breakdown structures and
networks.The WBS describes individual phases and functions of a project. Network contains the individual project tasks and the
Project Definition is general description of the project that you want to manage. It is a framework laid down for all the objects
created within a project. It contains organizational data that is binding for the entire project.
WBS is a hierarchical model of the tasks to be performed in the project. It provides overview of the project and forms basis
for the project organization and coordination.It shows work, time and money spent on the project. You can use it to plan dates &
costs and allocate budget. The Work Breakdown Structure can be displayed according to:
Phase
Function
Object
Individual tasks required to carry out the project is called WBS elements.
Network
The network describes project processing. Thus the Network contains instructions on how to carry out activities in a
specific way, in a specific order and in a specific time period.Main elements of network are activities and relationships. It
forms the basis for planning, analyzing and monitoring time schedules, costs, & resources.
Activities
Activities are used to plan project staffing, capacity, material, PRTs, and service requirements. When activities are
assigned to WBS elements, detailed view of costs, dates, and capacities at WBS element could be obtained. It's a task in
a network which has a defined start and finish. An activity can be broken down into activity elements.Three categories of
Internal Activities
External Activities
Activity element
Activity element is an activity which is subordinate to another activity. Activity elements contain the same information as
Work elements
External Elements
It's a physical measure of activity output of a cost center .e.g. hours, number of units produced, machine times,
production times.
Milestones
Milestones are the events in the project to which particular importance is attached Or which trigger predefined functions.
In general they indicate transition between different departments or phases. Milestones are assigned to activities and
Relationships
You use relationships to depict chronological and technical dependencies between activities. The relationship determines
FS Relationship : An activity does not start until the preceding activity is completed.
SS Relationship : An activity can not start unless another activity has started.
FF Relationship : An activity can not be completed until another activity has been completed.
SF Relationship : An activity can not be completed until another succeeding activity has stared.
Confirmations
It is a part of network control. It documents the state of processing for the network activities and activity elements. There
are two types of confirmations Partial & Final.Confirmations are used to record:
Settlement
As a rule, projects are used to collect and monitor costs, but are not usually the final cost object. For this reason the costs
in atypical project will be settled at the end of the period.To this end, you store settlement rules in the activity / WBS
element requiring settlement. They contain information on settlement receivers, cost apportionment and control data.
The budget is the approved cost structure for an action or project in a particular period.Budgeting differs from cost plan
in that it is binding. In the approval phase you prescribe your project funds in the form of budget. It is possible to allocate
Work Centers
Work center represents the resources responsible for executing an activity. In a work center, you can enter the available
capacity and an operating time. You can arrange the work centers in a hierarchy for capacity evaluation purposes.
Internal activities are assigned to work centers (resources) to be completed.A work center is a physical unit within a
Profit Center
It is subdivision of business organization which is set up for internal management control purposes. Profit centers divide
business up on a management basis. The basic aim of profit center accounting is to present areas of the business as
Let say there is a construction company that is going to construct a Multi-Storey building.
The first thing that needs to be created in the system is Project Definition. The entire activity plan for this
project will come under this project definition. Overall budget
needs to be estimated, assigned and get approved for the project. Project
timeline needs to be decided. Project could be then subdivided into separate
parts which are actually WBS elements lets say in this e.g. we have 4 main WBS elements:
1. Land Acquisition
2. Procurement
3. Construction
4. General
Now to take an example we will drill down two WBS elements namely Land Acquisition and Construction.
Soil testing
Above 4 activities should be done in sequence. As in second activity will start only after request document for the land is
completed and so on. Hence these activities have FS Relationship between them.
- Now take WBS element Construction.
It could be sub divided in to floor wise tasks. Let say, we have four story building and each floor has 4 flats. So under
WBS element 'Construction'we may create separate sub WBS element for each floor.
Each sub WBS element of floor may be divided further into last level of WBS elements one for each flat
on the floor. This way we will havehierarchy of the WBS elements.Finally last level of WBS elements
i.e. WBS elements of the flats will have activities like
1. Plumbing
2. Electrical work
3. Flooring
4. Painting
5. Furniture
Let say Plumbing and Electricity work are the external activities as they are given to a outside contractor. While the
other activities are done by company labor so they are internal activities. Plumbing and Electrical work could be started
simultaneously.While flooring needs be done once the plumbing and Electrical work is complete. Hence they have FS relationship
4. Fourth could be completion of plumbing and electrical work for all the flats. And
so on….
As I have said that Work center represents the resources responsible for executing an activity For the above activities, work
centers could be the company labor required for the construction, labor provided by the external service center for plumbing and
Electricity work. while Profit Centers could be the finally constructed flats.
Sr Project
Examples
NO Elements
1 Project Def Constructing the Buiding
Generation of request document for the land
Soil testing
2 WBS Approval for construction
Preparation of purchase order of the land
hi sheetal i am working on a report in PS and need to pull the last posting date with amount spend on the project....
This is a very useful blog for all the techis...Very simple language and a lot of
useful content...
Keep it up.
Both the parts are very much descriptive and can be used as reference for techies.
keep up
https://www.sdn.sap.com/irj/sdn/weblogs?blog=/pub/wlg/9659
Project System:
http://help.sap.com/saphelp_47x200/helpdata/en/04/926eae46f311d189470000e829fbbd/frames
et.htm
PS transactions:
http://help.sap.com/erp2005_ehp_03/helpdata/EN/41/4388389f402852e1000
0009b38f842/frameset.htm
http://help.sap.com/bp_bblibrary/500/BBlibrary_start.htm
http://www.easymarketplace.de/online-pdfs.php
In my previous bloghttps://www.sdn.sap.com/irj/sdn/weblogs?blog=/pub/wlg/9622 ,
I had explained Basic PS terminologies with the help of a simple example.
If some body asks me to develop report in PS module what basic information do I need?
Mainly I need to find out three things :
CJ07
Change Project Definition
Project Definition
CJ08 Display Project Definition
WSB Element
CJ11 Create WBS Element
CJ12
Change WBS Element
Network
CN24 Overall Network Scheduling
CN28
Confirmations Display Network Confirmations
Settlement
CJ8A Act.-setlmt: Proj. retirmt. from IM
et
CJ37 Budget Supplement in Project
CJ3A
Change Budget Document
CJ3B Display Budget Document
Network:
BAPI to extract details of Network:
Activity Element:
BAPI to extract details of Activity Element:
Activity Type:
Confirmation:
This ES bundle offers enterprise service-based integration with SAP Project System. One simple use would be to have a
contractor with a handheld update project status via an enterprise service (telling you, for example, that the wiring on the
Give me some time , even i am not aware about this problem ..let me ask sdn team regarding the same.
Hey you can print this blog. Just Scroll the blog to right most corner and u will
see PRINT option.
SAP PS
Consultant
• Document current and future business processes in consultation with users
• Review and edit requirements, specifications, business processes and recommends
related to proposed solution
• Provides functional process ownership for one or many business process areas
• Works with the user client community, designers and Process Management to
determine the best solution to help resolve customer problems and satisfy customer
requirements
• Document all enhancements including comprehensive flowcharts, system configuration
and business requirements (Using SAP tools).
• Identify organization strengths and weaknesses and suggest areas of improvement
• Understand the business issues and data challenges of the organization
Job • Performs configuration work as needed to support new and existing functionality
Description • Prepares functionality specifications and delivers to developers
• Collaborates with developers and the quality assurance team to develop and test
significant new functionality
• Performs integration testing work as necessary, to insure that new functionality does
not adversely affect existing functionality
• Identify and document customization (and interfaces) requirements and provide
specifications of the same.
• Provide pro-active support
• Identify root cause of issues in systems and provide resolutions
• Trains end users on new enhancements or functionality as required
• Maintain confidentiality with regard to the information being processed, stored and
accessed
Job Description: 1. Understand the Functional requirements of various Planning, budgeting and project
management process
2. To map the end user requirements with standard functionalities available in SAP
3. Carry out configuration in SAP system to meet the end user requirements
4. Understanding of the integration with various modules CO, MM, PP, SD, in relation to PS
10. Understand the issues faced by end users on day to day basis and provide solution to their satisfaction
11. Visit remote project sites and impart SAP usage training to end users
SAP PS CONSULTANT
o Understanding of PS business processes, standards and practices of related applications
o Involvement in implementing at least 3 SAP projects as PS consultant
o Integration expertise with other SAP modules (i.e. CO, MM, CRM) will be highly valued
o Bachelor's or Master's Degree in Computer Science or related fields.
o Experience in business requirement analysis, business process design, SAP
configuration, system testing, data migration and user training.
o Excellent command of English.
o Excellent interpersonal, communication and presentation skills
Skills Required:
Tasks
You can use the transaction for this role to generate the worklist for the period and fiscal year to
be processed as part of period-end closing.
Transaction Function
WLMPS Worklist Monitor
Archiving
Technical Name: <SAP_PS_ARCHIVING>
Tasks
You use the transactions for these roles to maintain data for archiving.
Transaction Function
KOAA Archiving: Settlement Documents
FMRE_ARCH Archiving: Funds Commitments
CN80 Archiving: Project Structures
KBEA Transfer Price Agreement/Allocation: Set Deletion Indicator
Transfer Price Agreement/Allocation:
KBEB
Generate Archive
Transfer Price Agreement/Allocation:
KBEC
Manage Archive
CN99 Archiving Standard Networks
Requirements Grouping
Technical name: SAP_PS_GROUPING
Tasks
You can use the transactions for this role to group requirements for WBS elements within a
project or across projects for planning purposes.
Transaction Function
GRM4 Requirements Grouping: Assign WBS Elements Individually
GRM3 Requirements Grouping: Assign WBS Elements Using List
GRM1 Requirements Grouping: Display Assigned WBS Elements
GRM5 Requirements Grouping: Assign Planning Groups
GRM2 Requirements Grouping: Display Assigned Planning Groups
GRM7 Requirements Grouping: Display Assigned Planning WBS Elements
Claim Management
Technical name: SAP_PS_CLAIM
Tasks
You can use the transactions for this role to create and edit notifications of type "Claim" and to
obtain an overview of existing claims.
Transaction Function
CLM1 Create Claim
CLM2 Change Claim
CLM3 Display Claim
CLM10 Claim Overview
CLM11 Claim Hierarchy
Collaboration
Technical name: SAP_PS_CEP
Tasks
You can use the transactions for this role to depict business process between your business and
external business partners (producers, sub-suppliers) based on the Internet.
The aim is efficient information and knowledge transfer between a person responsible for a
project in your business and external partners, within the framework of a joint project. With the
help of Collaborative Engineering and Project Management you can make project structures,
product structures, and documents from the R/3 System that are relevant to the joint project
available over the Internet to selected participants. The change objects or comments are sent
back to you for you to check and return to the R/3 System.
Activities in the Project System
Transaction Function
CMWO CEP: Configuration Management
CEP_R3_MON CEP: Monitoring
CEO1 CEP: Display Folder
CEO2 CEP: Transfer Folder
CEO3 CEP: Check Folder
Task
You can use the transactions for this role to execute hierarchy reports and cost element reports.
Transaction Function
CJE0 Execute Report: Hierarchy Report
CJEB Execute Report: Hierarchy Report in Background
GR55 Execute Report: Cost Element Report
Displaying Documents
Tasks
You can use the transactions for this role to display texts and documents for a project and its
objects.
Transaction Function
CN05 Display Project Texts
CV03N Document Management: Display Documents
Integration
See also:
Tasks
You can use the transactions for this role to maintain and display texts and documents for a
project and its objects, and to conduct targeted
document searches using a search engine.
Transaction Function
CN04 Edit Project Texts
CN05 Display Project Texts
CV01N Document Management: Create Documents
CV02N Document Management: Change Documents
CV03N Document Management: Display Documents
CV04N Document Management: Find Documents
Integration
See also:
Displaying Documents
Tasks
You can use the transactions for this role to display line item reports.
Transaction Function
CJI3 Actual Costs/Revenues
CJI5 Commitments
CJI4 Planned Costs/Revenues
CJIB Budget
CJIA Actual Payments/Payment Commitments
CJI9 Hierarchical Cost/Revenue Planning
CJIC Display Project Settlement Line Items
CJID Display Project Settlement Line Items
Integration
See also:
Task
You can use the transactions for this role to execute hierarchy reports and cost element reports.
Transaction Function
CJE0 Execute Report: Hierarchy Report
CJEB Execute Report: Hierarchy Report in Background
GR55 Execute Report: Cost Element Report
Tasks
You can use the transactions for this role to display reports on revenues and earnings.
Transaction Function
S_ALR_87013562 Annual Overview
S_ALR_87013563 Structure
S_ALR_87013564 Plan/Actual/Variance
S_ALR_87013566 Actual Contribution Margin
S_ALR_87013567 Quotation/Order/Plan/Actual
S_ALR_87013568 Project Result
S_ALR_87013569 Incoming Orders/Orders on Hand
S_ALR_87013570 Actual/Plan/Absolute Variance/% Variance %
S_ALR_87013571 Actual - Plan- Comparison per Period
S_ALR_87013572 Project Result
Progress Determination
Technical name: SAP_PS_PROGRESS
Tasks
You can use the transactions for this role to determine the progress values for your project(s).
Transaction Function
CNE1 Progress Determination: Individual Processing
CNE2 Progress Determination: Collective Processing
Tasks
You can use the transactions for this role to manually plan costs and revenues in the work
breakdown structure. You can have the system calculate plan values in the network, or you can
copy existing planning and use that as a template for fresh planning.
Transaction Function
CJ40 Change Overall Costs in the WBS
CJ41 Display Overall Costs in the WBS
CJ42 Change Revenues in the WBS
CJ43 Display Revenues in the WBS
CJ9K Network Costing
CJ9FS Copy Planning
Tasks
You can use the transactions for this role to display progress analysis reports.
Transaction Function
CNE5 Progress Analysis: Structure Overview
S_ALR_87015124 Progress Analysis: Project Hierarchy
S_ALR_87015124 Progress Analysis: Detail
CNMT Milestone Trend Analysis
Integration
See also:
Progress Determination
Tasks
You can use the transactions for this role to display reports about materials
Transaction Function
S_ALR_87015076 Material Components
MD04 Requirements/Inventory
CO24 Missing Parts
MD09 Pegged Requirements
MD4C Order Report
MB25 Reservations
S_ALR_870156067 Planned Orders
ME3K Outline Agreements
MBBS Valuated Project Stock
ME5J Purchase Requisitions for Project
ME5K Purchase Requisitions for Account Assignment
ME2J Purchasing Documents for Project
ME2K Purchase Orders for Account Assignment
Tasks
You can use the transactions in this role to evaluate your project structure flexibly, per various
criteria.
Transaction Function
CN41 Structure Overview
S_ALR_87015065 Individual Overview: Project Definition
S_ALR_87015066 Individual Overview: WBS Elements
S_ALR_87015069 Individual Overview: Networks
S_ALR_87015070 Individual Overview: Activities
S_ALR_87015068 Individual Overview: Orders
S_ALR_87015077 Individual Overview: Sales Documents
S_ALR_87015078 Individual Overview: Sales Document Items
S_ALR_87015072 Individual Overview: Relationships
S_ALR_87015073 Individual Overview: Milestones
CF16 On Materials
CF17 On Document
CF15 On PRT Master
CF18 On Equipment
CN60 On Project/Network
Tasks
You can use the transactions for this role to create and edit report forms in the Report Painter,
and execute inheritance runs, to draw data from the system for, among other things, the
Executive Information System (EIS).
Transaction Function
CJE4 Hierarchy Reports: Create Form
CJE5 Hierarchy Reports: Change Form
CJE6 Hierarchy Reports: Display Form
CJE1 Hierarchy Reports: Create
CJE2 Hierarchy Reports: Change
CJE3 Hierarchy Reports: Display
CJE0 Hierarchy Reports: Execute
GRR1 Cost Element Reports: Create Report Painter Report
GRR2 Cost Element Reports: Change Report Painter Report
GRR3 Cost Element Reports: Display Report Painter Report
GRR4 Cost Element Reports: Delete Report Painter Report
CJH1 Summarization: Inheritance
CJH2 Summarization: Inheritance Evaluation
KKRC Summarization: Summarization
KKR0 Summarization: Hierarchy
CJSA Data Transfer to EIS
Tasks
You can use the transactions for this role to transfer actual payments and display the transfers.
Transaction Function
FMWA Create Funds Transfer
FMWC Display Funds Transfer
You can use the transactions for this role as part of the fiscal year-end closing to carry forward
commitment values that are still open into the first period of the next fiscal year, and to carry
forward unused project budgets to that fiscal year.
Transaction Function
CJCF Carry Forward Commitment
CJCO Carry Forward Budget
Cost Reports
Technical name: SAP_PS_REP_COSTS
Tasks
You can use the transactions for this role to display all cost reports.
Transaction Function
S_ALR_87013532 Plan/Actual/Variance
S_ALR_87013533 Plan/Actual/Commitment/Remaining Plan/Assigned
S_ALR_87013538 Project Version Comparison: Actual/Plan
S_ALR_87100185 Actual Costs per Month, Current Fiscal Year
S_ALR_87100188 Actual Costs: Aggregated
S_ALR_87100189 Actual/Planned Time Series
S_ALR_87100190 Actual/Plan/Variance per Project and Person Responsible
S_ALR_87013540 Forecast
S_ALR_87013541 Project Interest: Plan/Actual
S_ALR_87013542 Actual/Commitment/Total/Plan in Controlling Area Currency
S_ALR_87013543 Actual/Plan/Absolute Variance/% Variance %
S_ALR_87013544 Actual - Plan- Comparison per Period
S_ALR_87013545 Actual: Period Comparison
S_ALR_87013546 Commitments: Period Comparison
S_ALR_87013547 Plan: Period Comparison
S_ALR_87013548 Statistical Key Figures/Periods
S_ALR_87013549 Actual - Plan- Comparison, with Partner
S_ALR_87013555 Project Result
S_ALR_87013556 Funds Overview
S_ALR_87013558 Plan/Actual/Commitment/Remaining Plan/Assigned
Integration
See also:
Mass Changes
Technical name: SAP_PS_MASS_CHANGE
Tasks
You can use the transactions for this role to execute mass changes for projects and evaluate
them in the log.
Transaction Function
CNMASS Execute Mass Changes
CNMASSPROT Mass Changes: Log
Materials in Projects
Technical name: SAP_PS_MATERIAL
Tasks
You can use the transactions for this role to plan and monitor project material requirements and
costs, and to regulate and schedule the flow of materials.
Transaction Function
MM01 Create Material
MM02 Change Material
MM03 Display Material
CN33 BOM Transfer
MD51 Project Material Requirements Planning
MD50 Sales Order Material Requirements Planning
MD4C Order Report
CO46 Order Progress Report
CO24 Backlog Processing: Missing Parts Information System
CO06 Backlog Processing: Materials
V_RA Backlog Processing: Sales Orders
MDUP Sales Order/Material Assignment: Edit
MDUS Sales Order/Material Assignment: Display
CNL1 Create Delivery Information
CNL2 Change Delivery Information
CNL3 Display Delivery Information
CNSO Delivery from Project
Tasks
You can use the transactions for this role to display project material requirements and costs.
Tasks
You can use the transactions for this role to enter expected costs or revenues, even at an early
stage when you do not know which transaction (purchase order, material reservation, and so on)
will actually cause them. This enables you to reserve portions of the budget early.
Transaction Function
FMZ1 Create Funds Commitment
FMZ2 Change Funds Commitment
FMZ3 Display Funds Commitment
FMZ6 Reduce Funds Commitment
Tasks
You can use the transactions for this role as part of period-end closing to carry out period-related
commercial transactions for each project individually. You thus ensure that, on the one hand, all
the data belonging to a project can be determined and, on the other, that the data is available to
your company's management.
Activities in the Project System
Transaction Function
CJB2 Settlement Rule: Individual Processing
PSW5 Periodic Repostings
CPTK Template Allocation: Individual Processing
CJN1 Revaluation at Actual Prices: Individual Processing
CJ08 Overhead: Individual Commitment Processing
CJ44 Actual Overhead Calculation: Individual Processing
CJZ2 Interest Calculation: Individual Processing
CJ9L Cost Forecast: Individual Processing
CJA2 Incoming Orders: Individual Processing
CJ88 Settlement: Individual Processing
CJIC Settlement: Investment Project Line Items
KKA0P Change Cutoff Period for Planned Results Analysis
KKA2 Execute Results Analysis: Individual Processing
KKA2P Execute Planned Results Analysis: Individual Processing
Integration
See also:
Tasks
You can use the transactions for this role as part of period-end closing to carry out period-related
commercial transactions for several projects simultaneously. You thus ensure that, on the one
hand, all the data belonging to a project can be determined and, on the other, that the data is
available to your company's management.
Activities in the Project System
Transaction Function
CJB1 Settlement Rule: Collective Processing
PSW5 Periodic Reposting
CPTL Template Allocation: Collective Processing
CJN2 Revaluation at Actual Prices: Collective Processing
CJ09 Commitment Overhead Calculation: Collective Processing
CJ45 Actual Overhead Calculation: Collective Processing
CJZ1 Interest Calculation: Collective Processing
CJ9M Cost Forecast: Collective Processing
CJC1 Results Analysis: Check Status Validity Date
CJA1 Incoming Orders: Collective Processing
CJ8G Settlement: Collective Processing
KKAJ Execute Results Analysis: Collective Processing
KKAJP Execute Results Analysis: Collective Processing
Integration
See also:
Tasks
You can use these transactions to determine all the plan data to be taken into account for a
period, and to compile project plan data for enterprise controlling purposes.
Transaction Function
KP04 Set Planner Profile
CJR2 Change Costs/Activity Inputs
CJR3 Display Costs/Activity Inputs
KSWB Periodic Reposting
CJ9BS Copy Project Planning
CJ9CS Projects: Copy Actual to Plan
CPUL Template Allocation: Collective Processing
CJ47 Overhead: Collective Processing
CJZ5 Interest Calculation: Collective Processing
CJC2 Results Analysis: Plan Status Changes
CJ9G Settlement: Collective Processing
CJS2 Change Statistical Key Figures (WBS Element)
CJS3 Display Statistical Key Figures (WBS Element)
CJK2 Change Statistical Key Figures (Network)
CJK3 Display Statistical Key Figures (Network)
Tasks
You can use the transaction for this role to evaluate human resources.
Transaction Function
CMP9 Workforce Planning - Reporting
Tasks
You can use the transactions for this role to display reports on human resources, in a project view
and a work center view.
Transaction Function
CMP2 Workforce Planning: Selection Project View
CMP3 Workforce Planning: Work Center View
Planned Payments
Technical name: SAP_PS_PAYMENTS_PLAN
Tasks
You can use the transactions for this role to plan revenues and expenditures in one or more WBS
elements, and to display the planned payments.
Transaction Function
CJ48 Payments in the WBS: Change
CJ49 Payments in WBS: Display
Project Budgeting
Technical name: SAP_PS_BUDGET_PROJ
Tasks
You can use the transactions for this role to execute budgeting and availability control for your
project.
Transaction Function
CJ30 Create Original Budget
CJ31 Display Original Budget
CJ37 Budget Supplement: Within Project
CJ36 Budget Supplement: To Project
CJ38 Budget Return: Within Project
CJ35 Budget Return: From Project
CJ32 Change Budget Release
CJ33 Display Budget Release
CJ3a Change Budget Document
CJ3b Display Budget Document
CJBV Budget: Activate Availability Control
CJBW Budget: Deactivate Availability Control
OPSX Budget: Reset "Budgeted" Status
CJ34 Budget Transfer
Tasks
You use the transactions for this role to maintain the structures for your project. A clear project
structure is the foundation of successful project planning, monitoring, and control.
Transaction Function
CJ20N Project Builder
CJ27 Project Planning Board: Create Project
CJ2B Project Planning Board: Change Project
CJ2C Project Planning Board: Display Project
CJ2D Structure Planning: Create Project
CJ20 Structure Planning: Change Project
CJ2A Structure Planning: Display Project
CJV1 Create Simulation
CJV2 Change Simulation
CJV3 Display Simulation
CJV5 Delete Simulation
CJV7 Simulation: Logs
CN60 Change Documents: On Project/Network
CJ01 Work Breakdown Structure: Create
CJ02 Work Breakdown Structure: Change
CJ03 Work Breakdown Structure: Display
CN21 Network: Create
CN22 Network: Change
CN23 Network: Display
Tasks
You can use the transactions for this role to display the structures of your project. A clear project
structure is the foundation of successful project planning, monitoring, and control.
Transaction Function
CJ20N Project Builder
CJ2C Project Planning Board: Display Project
CJ2A Structure Planning: Display Project
CJV3 Display Simulation
CJ03 Display Work Breakdown Structure
CN23 Display Network
CJ13 Display WBS Element
KJH3 Display WBS Element Group
PS Input: Line Manager Generic Role
Technical name: SAP_PS_LINE_MANAGER
Tasks
<required>
Transaction Function
CNR3 Work Center: Display Master Record
CR13 Work Center: Display Capacity
CMP3 Workforce Planning: Work Center View
CMP9 Workforce Planning - Reporting
CM01 Capacity Evaluation, Work Center View
Confirmations
Technical name: SAP_PS_CONFIRM
Tasks
Here, you can enter and process confirmations for activities and activity elements.
Transaction Function
CN25 Create Network Confirmation (Individual Processing)
CN28 Display Network Confirmation (Individual Processing)
CN29 Cancel Network Confirmation (Individual Processing)
CN27 Collective Confirmation Processing
CAT2 Timesheet: Enter Times
CAT3 Timesheet: Display Times
Tasks
You use the transactions for these roles to maintain the master data for work centers.
Transaction Function
CNR1 Work Center: Create Master Record
CNR2 Work Center: Change Master Record
CR11 Work Center: Create Capacity
CR12 Work Center: Change Capacity
CR21 Work Center: Create Hierarchy
CR22 Work Center: Change Hierarchy
Tasks
You can use the transactions for this role to display the work center master data.
Transaction Function
CNR3 Work Center: Display Master Record
CR13 Work Center: Display Capacity
CR23 Work Center: Display Hierarchy
CR05 Evaluation - Work Center List
CR06 Evaluation - Cost Center Assignment
CR07 Evaluation - Work Center Capacity
CR08 Evaluation - Work Center Hierarchy
CR10 Evaluation - Change Documents
CA83 Where-Used - Work Center
CR15 Where-Used - Capacity
OP4A Available Capacity - Shift Program
OP03 Available Capacity - Factory Calendar
Tasks
You can use the transactions for this role to display the standard structures of your project.
Transaction Function
CJ93 Display Standard WBS
CN03 Display Standard Network
CN13 Display Standard Milestones
Integration
See also:
Tasks
You use the transactions for these roles to maintain the standard structures for your project.
Transaction Function
CJ91 Standard WBS: Create
CJ92 Standard WBS: Change
CJ93 Standard WBS: Display
CN01 Standard Network: Create
CN02 Standard Network: Change
CN03 Display Standard Network
CN98 Delete Standard Network
CU41 Standard Network Configuration Profile: Create
CU42 Standard Network Configuration Profile: Change
CU43 Standard Network Configuration Profile: Create
CA88 Replace Work Center
CA78 Replace PRT
CN11 Standard Milestone: Create
CN12 Standard Milestone: Change
CN13 Standard Milestone: Display
CN08 Network Parameters from Sales Order: Edit
Network Parameters from Sales Order:
CN09
Display
CA83 Where-Used Lists: Standard Networks for Work Center
CA73 Where-Used Lists: Standard Networks for PRT
CJCS Change Documents: For Standard WBS
CN61 Change Documents: For Standard Network
Integration
See also:
You use the transactions for these roles to maintain dates in your project.
Transaction Function
CJ2B Project Planning Board: Change Project
CJ2C Project Planning Board: Display Project
CJ21 Change Basic Dates
CJ22 Display Basic Dates
CJ25 Change WBS Dates
CJ26 Display WBS Dates
CJ23 Change Forecast Dates
CJ24 Display Forecast Dates
CN24 Overall Network Scheduling
CJ29 Project Scheduling
Tasks
You can use the transactions for this role to display all the dates in the work breakdown structure.
Transaction Function
CJ26 Display WBS Dates
CJ22 Display Basic Dates
CJ24 Display Forecast Dates
CJ2C Project Planning Board: Display Project
Tasks
You can use the transaction for this role to monitor dates for materials.
Transaction Function
NWTM Monitoring Dates
Tasks
You can use the transactions for this role to allocate a transfer price from a transfer price
agreement, so that actual revenues are posted in the sender and actual costs in the receiver. You
can also display the transfer price allocation and cancel it.
Transaction Function
CJG4 Transfer Price Allocation: Enter Using List
CJG3 Transfer Price Allocation: Display
CJG5 Transfer Price Allocation: Cancel
Integration
See also:
You can use the transactions for this role to agree a transfer price for the rendering of a particular
service between two WBS elements, display, and change the agreement.
Transaction Function
CJF1 Transfer Price Agreement: Create
CJF2 Transfer Price Agreement: Change
CJF3 Transfer Price Agreement: Display
CJF4 Transfer Price Agreement: Change Using List
Integration
See also:
Tasks
You can use the transactions for this role to combine a number of projects with like
characteristics, thereby effecting more efficient project control. This enables you to carry out
analyses that allow for clearer costs at higher level, such as project manager level.
Transaction Function
S_ALR_87013576 Summarization Overview: Project Hierarchies
S_ALR_87013577 Summarization: Costs/Revenues/Expenditures/Receipts
S_ALR_87013578 Plan/Actual/Variance
S_ALR_87013579 Plan/Actual/Commitment
S_ALR_87013580 Actual/Plan/Variance
S_ALR_87013581 Actual/Plan/Commitment
S_ALR_87013582 Current/Cumulative/Total
S_ALR_87013583 Budget/Actual/Variance
S_ALR_87013584 Budget/Actual/Commitment
S_ALR_87013585 Plan/Actual/Variance
S_ALR_87013587 Actual Contribution Margin
S_ALR_87013588 Order Result
S_ALR_87013589 Actual/Plan/Variance
S_ALR_87013590 Current/Cumulative/Total
S_ALR_87013591 Payment Summarization: Overview
Integration
See also:
Cost Reports
Tasks
You can use the transaction in this role to calculate the sales price for a customer inquiry re a
product or service, and save the result in a document. You can carry out as many sales pricings
as you want, and compare them.
If required, you can also create a detailed quotation for a project-assigned customer inquiry,
based on project planning in the SD application component. You can use a billing plan to record
the sales price calculated as planned revenue in the project.
Transaction Function
DP81 Sales Pricing
Allocation Templates
Technical name: SAP_PS_MODEL_PROJ
Tasks
You can use the transactions for this role to carry out template-allocation to allocate overhead
costs. Costs are not simply allocated, but the quantities used by the relevant receiver object are
determined. The costs are calculated by the valuing quantities.
Transaction Function
S_ALR_87004530 Create Selection Variants for Collective Processing
S_ALR_87005496 Stipulate Reposting Cycles
S_ALR_87007996 Maintain Templates
OKG1 Stipulate Capitalization Percentage Rates
S_ALR_87005128 Copying Costs and Revenues: Create Plan Version
S_ALR_87004530 Allocation: Create Selection Variants for Collective Processing
S_ALR_87005459 Allocation: Define Percentage Overhead
S_ALR_87005456 Allocation: Define Quantity-Based Overhead
KKE1 Base Object Costing: Create
KKE2 Base Object Costing: Change
KKE3 Base Object Costing: Display
Template ( CO) --Controlling (CO)
A dynamic allocation tool that uses functions and formulas to calculate numerical values and the
values of Boolean expressions (true or false).
This tool is used for various purposes such as sender-receiver allocations and as an aid for
formula planning. Instead of preassigned allocation data, the template uses a generic description
for any data (such as the sender object, quantities, and costs). Since this data is not known at the
time the template allocation is performed, it is determined dynamically when the values are
calculated.
Payment Reports
Technical name: SAP_PS_REP_PAYMENTS
Tasks
The system uses the transactions in this role to represent the value flow of project-related
payment data in a single project, in partial projects, or across projects according to hierarchical
points of view.
Transaction Function
S_ALR_87100191 Payments: Receipts/Expenditures for a Fiscal Year
KSB5 Document Display: Actual Costs/Revenues
CJ3B Document Display: Budget
CJIG Document Display: Payments
S_ALR_87013573 Payments: Receipts/Expenditures for all Projects
S_ALR_87013575 Payments: Receipts
S_ALR_87013574 Payments: Expenditures
The system uses the transaction for this role to record partial payments and payments that
reference invoices in Project Cash Management. You use the payment transfer facility to display
cleared invoices under the value type "Payment" in Project Cash Management and to record
partial payments and remaining items that reference projects in Project Cash Management.
Transaction Function
CJFN Payment Transfer
Integration
See also:
Payment Reports
Payment Reports
Technical name: SAP_PS_REP_PAYMENTS
Tasks
The system uses the transactions in this role to represent the value flow of project-related
payment data in a single project, in partial projects, or across projects according to hierarchical
points of view.
Transaction Function
S_ALR_87100191 Payments: Receipts/Expenditures for a Fiscal Year
KSB5 Document Display: Actual Costs/Revenues
CJ3B Document Display: Budget
CJIG Document Display: Payments
S_ALR_87013573 Payments: Receipts/Expenditures for all Projects
S_ALR_87013575 Payments: Receipts
S_ALR_87013574 Payments: Expenditures
Tasks
You can use the transactions for this role to combine a number of projects with like
characteristics, thereby effecting more efficient project control. This enables you to carry out
analyses that allow for clearer costs at higher level, such as project manager level.
Transaction Function
S_ALR_87013576 Summarization Overview: Project Hierarchies
S_ALR_87013577 Summarization: Costs/Revenues/Expenditures/Receipts
S_ALR_87013578 Plan/Actual/Variance
S_ALR_87013579 Plan/Actual/Commitment
S_ALR_87013580 Actual/Plan/Variance
S_ALR_87013581 Actual/Plan/Commitment
S_ALR_87013582 Current/Cumulative/Total
S_ALR_87013583 Budget/Actual/Variance
S_ALR_87013584 Budget/Actual/Commitment
S_ALR_87013585 Plan/Actual/Variance
S_ALR_87013587 Actual Contribution Margin
S_ALR_87013588 Order Result
S_ALR_87013589 Actual/Plan/Variance
S_ALR_87013590 Current/Cumulative/Total
S_ALR_87013591 Payment Summarization: Overview
Integration
See also:
Cost Reports.
InvestmentManagement configuration=
DefineUser Fields
ProjectSystem Configuration
DefineProject Profile
MaintainBudget Profile
Maintainingsubstitution rule
Maintainingnetwork profiles
DefiningMilestone usage
DefiningValue categories
Maintainingbudget profile
Creatingsettlement profile&specifying default profile in projectdefinition
Project definition
Also the DIP profile is another area to check out in PS-SD. The idea
is to use this in Resource Related Billing scenarios. It's a very
interesting feature that has been introduced in 4.6C onwards. This
enables you to select at various levels (like Cost element etc) how
the billing needs to be done.
to create the sales order with the material then project will be
created in the back ground, the sales order number and project
number will be the same.
Additional:
1. During inquiry you can enter your WBS element, and do your
project planning cost and after that become your estimate price send
to customer thru quotation.
2. If you use variant configuration, you determine activity and
component for your project from sales order variant.
3. You can run availability check based on project planning to check
you can deliver on time.
If you have IDES, pls. copy the settings of PS1 (which is available
in IDES) into development as ZPS1.
This section describes which standard settings and values must exist
in Customizing for you to be able to assign a sales document
(customer quotation or sales order) to a WBS element manually.
The settings you need to line projects and sales documents manually
are prescribed by SAP. If you use these standard settings, you do
not need to make any additional settings in Customizing.
Strategy Groups
SAP has predefined strategy group 21 (with strategy 21) for the link
between sales documents and projects.
Notes:
If you do not maintain the strategy group for the material in the
sales and distribution document item, you cannot assign that item to
a WBS element.
Requirements Classes
Recommendation
During inquiry you can enter your WBS element, and do your project
planning cost and after that become your estimate price send to
customer thru quotation.
3). Maintain requirement type and class for item category in VV07.
We have ATO process and have some issue with USD and CAD currency
with PS andSD
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