VIRAJ SAP PS User Guide

TABLE OF CONTENTS

1

Project Process Name Page No.
• • • Create a Project Manual Project Cost Planning Project Budgeting Release Quarterly Based amount Budgeted value Release the Budgeted WBS Element for Execution Create Project Management Work Center Creation and Change of Network Header and Activities Project Date Planning and Scheduling Assignment of Project Team on WBS Element Level Resource Planning in Internal Activities Material and Service procurement for project Project Execution Project Versions (To set Baseline) and Simulation Versions (To see Future Implications) Project Material Consumption and Stock transfer from One Project to other Project or Storage Location Budget supplement to a WBS element Budget return Budget Transfer Project Closure


• •

• •



• • • • •

2

1

Create a Project

Procedural steps: Access Project Builder through: Via ECC Menu Via Transaction Code Logistics or Accounting > Project System > Project > Project Builder CJ20N

Work List and templates Structure Tree

Structure Tree

Work Area

The structure tree displays the project object (project definition, WBS element, Network, activity) Worklist You can store user-specifically frequently used project data (project definitions, networks, and WBS elements) in the worklist, so that you can access them quickly later. Furthermore, a list of the last five projects that you have worked on is always displayed in the worklist. Work Area In the work area, you see the details view of the object selected in the structure tree. You can also directly access overviews of subordinate objects. Here you can execute all the business transactions for project coordination and execution. You can always move between the detailed view of the selected object and the overviews of the subordinate objects.
3

There are two ways to create Project in Project Builder as 1). 2). 4 .

5 .

From this open button we can see created Project list. 6 .Select appropriate Investment Profile for document posting.

Project Objects can be viewed as: . Network overview Activity overview Milestone overview PS Text overview Document overview 7 .

We are using Manual Cost Planning (Hierarchical Planning) Access transaction by: Via Menus Via Transaction Code Logistics  Project System  Financials Planning Cost in WBS  Overall Values  Change CJ40 8 .2 Manual Project Cost Planning Cost planning for the Project can be done by various methods.

Select the Project by taking drop down here or clicking F4 Select the version. 0 or 1 or 2 as only three versions are available in 9 ..

10 .

11 .

12 .

If no error while check cost values then system will allow to save cost planning for version ‘0’ 13 .

3 Project Budgeting:- The Project Budgeting will be copying from the Project cost planned with suitable approved version. Access transaction by: Menu path Transaction code Logistics  Project System  Financials  Budgeting  Original Budget  Change CJ30 14 . Default cost planning for budgeting is ‘0’. before scheduling the original project for actual executions.

15 .

16 .

17 .

18 .

19 .

20 .

the selection screen shall appear as follows 21 .4 Release Quarterly Based amount Budgeted value:Logistics -> Project system -> Financials -> Budgeting -> Release -> CJ32 – Change CJ32 Access the transaction by: Via Menus Via Transaction Code Once you click CJ32.

22 .

we select all the WBS elements listed above. using the menu path Edit → Copy View (Shift + F1). You can select the WBS Elements which have budgeted and have the system calculate the budget amounts as a fixed percentage of the Current Budget. Then.The Current Budget and Planned Totals at the right may be used as a reference to decide upon the budgets released amount. choose 5th option “Current Budget” and giving the percentage as 25. In our case. 23 .

24 .

25 .

26

After released the Budget, Rlease Budgeted WBS element, so background system will be created AUC ( Asset Under Construction) or CWIP Asset with WBS data for monthly settlment form WBS to AUC and at the time of Capatilzation settlment from AUC to Fix Asset settlement

27

5

Release the Budgeted WBS Element for Execution:-

28

following screen will appear 29 . press the tab page ‘Capacities’.6 Create Project Management Work Center:Logistics  Project Systems  Basic Data  Master Data  Work Centers  master Record  Create CNR1 Menu Path Transaction Code Note: After entering in all required data fields.

of individual capacities in the work centre.Enter Capacity category 002 (person) and formula for calculating the capacity requirement Press Enter. Enter factory calendar VL. base unit of measure DAY. following screen will appear. working times and no. 30 . Enter percentage overload. and check the indicators shown in the screen above. After this press enter system calculates the available capacity and operating time based on the input data. capacity planner group-A. This is to ensure that the availability check of this work centre will happen during scheduling.

to go back to Capacity overview page. press the green arrow press the ‘Scheduling’ tab page. than Enter capacity category Note: After entering in all required data fields.Note: After entering in all required data fields. press the tab page ‘Costing’. following screen will appear . following screen will appear 31 .

activity type and formula again. Now you can link your Project Organization structure (Project Department Hierarchy Defined in HR) can link to this work center for Resource Planning.Enter respective cost center. 32 .

33 .

Note: You must now save your work by clicking on the “Save”.You have now created a New Work Center. 7 Creation and Change of Network Header and Activities:- Access the transaction using: Via Menus Logistics  Project System  Project  Special Maintenance Functions Networks  Create 34 . which will then give you the message. “Work Center “xxxxx” in Plant “xxxx” was created.” You have now finished the task.

such as profit center The process of creating Network manually is explained here. 35 .Via Transaction Code CJ20N/ CN21 A network consists of the following: • • • Activities Activity elements Relationships In the network header you can enter the following data. which are used as default values for the entire network: • • • • Assignments to other object like WBS element Basic start (in case of Forward scheduling) or finish date (in case of backward scheduling) as well as indicator for Auto scheduling Release and scheduled dates Assignments of organizational data.

36 .

37 .

expand the project structure so that the activities are visible. Relationships are maintained among activities 8. From Project Builder by clicking Project planning board – button as shown below. Logistics  Project System  Project  Project Planning Board  Change CJ2B On the following Change Project Planning Board screen enter the necessary data: Before entering the project planning board.1 Overview of Project Planning Board Access the transaction using: Menu path Transaction code OR 2. on the application bar.1.8 8. These are then shown in the Project planning board as well. 2. Durations are maintained in each activity.1 Project Date Planning and Scheduling:Project Planning Board / Date Planning 1. Users can go to planning board 38 .

d. n. o.1. s. b. The following selection options will appear for scheduling 8. g. p. k. Dates are copied to WBS. x. v. h.2 Other functions of Project planning board All activities in the network are scheduled. z.Goto Settings  Options. y. m. c. l. f. Icons on the planning board are as follows: a. c. w. e. There are various activities can be perform through planning board. The chain of critical activities is called as critical path. b. a. Critical activities are shown in red colour. r. j. Select all Deselect all Move up 39 . u. q. i. t.

f. v. w. y. z. n.d. h. k. o. m. t. p. i. s. j. q. g. x. u. e. Move down Create Copy Cut Paste Undo Connect activities selected Relationships list Delete Details Confirm activity Schedule Calculate planned costs System/user status Network header Component overview Capacity overview Maintenance orders Costs overview Milestone trend analysis Successor/predecessor Show hide 40 . l. r.

41 .

6. 2. 4. 18.18. 1. 5. 7. 8. 19. 9. 9. 17. 8. 19. 12.15. 13.17. 5.14. 14.1. 10. 6. 4. System uses the networks start and finish date (in turn project start and finish dates since dates are copied from Project Definition) as the basis for calculating and displaying the earliest and latest dates for the activities. 5.3 WBS Scheduling 4.16. 2. On the following Project change screen click on the select all icon. Open / close left window Open / close bottom window Filters Group Sort Highlighting Position Connect Scheduling comparison Zoom Adjust diagram area Adjust time axis Planning board assistant Time axis assistant Set of dates Options Field selection Legend Logs User settings. 20. Edit Function  Schedule.1. 11.13. 10. 7. 11. 42 . 16. 3. 20. 15. 3. 8.12. Or click on the Schedule icon .

1. 8. To copy dates from lower WBS Elements to superior WBS Elements. The system copies the maximum dates (earliest start and latest finish) determined in scheduling for each activity and displays them as date bars in the WBS elements. 43 . Choose Edit  Reconcile dates  Copy scheduled dates. Save your settings. 8.6. Choose Edit  Select  WBS Elements.4 Copying Schedule dates and extrapolating to WBS elements 7. Edit  Deselect All Edit Reconcile Dates Extrapolate Dates.

9 Assignment of Project Team on WBS Element Level Select WBS Element. Edit->WBS Element-> Project team for WBS Element Select WBS and Create assignment (F7) 44 .

45 .

46 .

10 Resource Planning in Internal Activities:Transaction:-Cj20n As shown in below screen shot the required amount of work system will calculate automatically from duration Activity type is maintained under cost center which contains the per unit rate of the work. In below example work planned is 10 Days for activity Excavation for 5400 plant. 47 . Activity type will be taken from cost center.

Cost planning and scheduling takes place simultaneously. 11 Material and Service procurement for project Once the structure exists for the project.Here we can distribute 10 Days work in different resources. you can start to plan/add components to activities. 48 .

2) By selecting the Component overview – button. 49 . and qty. Give material definition.To add component for an activity: Select an activity There are different views under the activity: Adding material for an activity There are two ways to add components to activities: 1) By dragging and dropping from the template area Drag and drop the “Material component” – object from template area to an activity. item category ‘L’ (stock ). The screen will look as illustrated in the picture above. you can start to add components.

Required fields are “Material”. “Requirement qty” and “Item category”. 50 .After the selection the screen looks as follows: In this table you can add components to activities. 1) Adding items which is manufactured by same BU: Always select “L Stock item” in the item category – field.

WBS el: Specifies that a purchase requisition should be created for the material and then converted to a third-party order for the WBS element. [Prelim.] [3rd party req.The alternatives when the item category marked as “L . After goods receipt for the purchase order. Preq-WBS el: Specifies that a purchase requisition is created for the material and this purchase requisition is then converted into a preliminary order for the WBS element. WBS element: You use this indicator to create a reservation for the non-stock item for the network and post the material in the project stock after goods receipt. When the delivery address is separate from the plant address] Procurement Parameter Tab:- 51 .Stock item” for material [Reserve for network: Use this indicator to specify that a reservation is created for materials kept in stock (stock items).] Preq+Res – WBS elem. will be converted into a standard purchase order for the project. No MRP-relevant reservation is created.] [Reserve. a receipt is posted to the project stock.: Use this indicator to specify that the purchase requisition for the non-stock item and stock items.

“From release” means that the activity is released when the WBS element above is released “Immediately” means that the activity is immediately when the component is attached to activity Long Text Tab 12 Project Execution:12. Open the project through Project Builder transaction (CJ20N) > Select the network > click on activity overview > select the activities which are required to be confirmed > click on confirm icon. either Confirming the activities so that the milestone will pick the actual date from activities OR .1 Manual Confirmation of activity Via Menus Via Transaction Code Logistics → Project System → Projects → Project Builder CJ20N Enter Actual date for milestone: Actual date can be entered.1 Activity Confirmation 5.The data in Procurement parameter tab defaulted from material masters setting based on item category selected while creating component. 52 .1. enter actual date manually in milestone actual date field.

Select the activity 4. Select the Network 3.2. Confirm the activity 53 . clcik on activity overview 1.

At the time of Full confirmation select final confirmation and completed check boxs.4. After save system will save PCNF: Partially confirmed this activity. Only enter Processing %. 6. 54 . Enter actual date finish date and go back. 5. If processing % is less than 100% then don’t select the final confirmation and completed check box.

Menu path Transaction Logistics -> Project System -> Project -> Project Version -> Create CN72 55 . If you want set this will baseline for my future reference then create Version through ‘T’ code CN72 (Create Project Version).1 Project Version Creation: Once our Project Date Planning will be frozen out and scheduled the Project then system calculates start and finish dates for all WBS and activities.13 Project Versions (To set Baseline) and Simulation Versions (To see Future Implications):- 13.

2 Project Creation In Simulation mode: We can Transfer our active Project into Simulation Project for Future date implications. Menu path Transaction Logistics -> Project System -> Project -> Simulation -> Transfer Project CJV4 56 .13.

57 .

the stock of material is as After Procurement. the stock of material is as 58 . Menu path Transaction Logistics → Logistics Execution → Outbound Process  Goods Issue for Other Transactions  Enter Goods Issue (Mvt type is 281) MB1A Before Procurement.14 Project Material Consumption and Stock transfer from One Project to other Project or Storage Location: 14. Then that material received in Project Stock for consumption.1 Project Material Consumption:The Purchase Department will convert your Project Material Purchase requisition into Purchase Order.

Consumption of Materail against Network Activity:- 59 .

After consumption Project stock is as 60 .

Menu path Transaction Logistics → Logistics Execution → Internal Whse Processes  Posting Change → Via Inventory Management Enter Posting Change (Movement type is 415) MB1B 61 . Here the receiver WBS and sender WBS must have same system status and sufficient budget must be available for stock transfer.14.2 Project stock transfer from one project to other Project:As per project requirement we can transfer project material from one to another project.

62 .

63 .

14.3 Project stock transfer from Project stock to storage Location:At the time of Project closer all project stock should consumed or transferred to another project or we can transfer this project stock into storage location stock. Menu path Transaction Logistics → Logistics Execution → Internal Whse Processes  Posting Change → Via Inventory Management Enter Posting Change (Movement Type :411) MB1B 64 .

65 .

15 Budget supplement to a WBS element Menu path Transaction Logistics → Project System → Financials Budgeting → Supplements → Supplement to Project CJ36 You will get the following screen Input the receiver year and the text describing the reason of supplement Press Enter You will get a screen like the one shown below 66 .

After that release the same amount in CJ32 (Release Budget).Enter the Receiver WBS Element and Amount being supplemented to the WBS element as shown above. then only system will allow using it. 67 . Save the transaction by clicking on the Save Button.

68 .16 Budget return Menu path Transaction Logistics → Project System→ FinancialsBudgeting → Return from Project CJ35 Following screen appears.

69 .

the text and Press Enter 70 .17 Budget Transfer Menu path Transaction code Logistics --> Project system-->Financials --> Budgeting --> Transfer CJ34 Input sender/receiver years.

71 .

Save the transaction by clicking on the Save Button. Budget Line Item Report Menu path Transaction code The initial screen follows as below.Enter the Sender WBS Element. Receiving WBS Element and Amount being transferred between the WBS elements as shown above. Logistics --> Project system--> Information system --> Financials --> Line Items --> Budget CJI8 72 .

Budget Type – KBUD – Original Budget Budget Type – KBNO – Supplement Budget Type – KBRO – Return Budget Type – KBUS – Transfer You can view the changes made in the report S_Alr_87013560 Enter the Project Definition and execute 73 .

Sign up to vote on this title
UsefulNot useful