ps - project structure configuration
TRANSCRIPT
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SAP PS
Project Structureconfiguration
Published by Team ofSAP Consultants
atSAPTOPJOBS
Visit us at www.sap-topjobs.com
Copyright 2008-10@SAPTOPJOBS
All rights reserved. No part of this publication may be reproduced, stored in a
retrieval system, or transmitted in any form, or by any means electronic or
mechanical including photocopying, recording or any information storage and
retrieval system without permission in writing from SAPTOPJOBS
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INDEX
1. INTRODUCTION:-...................................................................................4
2. GETTING INTO THE CONFIGURATION AREA OF SAP..................5
3. PROJECT SYSTEM STRUCTURE........................................................9
4. WORK BREAKDOWN STRUCTURE ..................................................13
4.1 Define Special Characters for Projects ......................................................................... 14
4.2 Define Project Coding Mask .............................................................................................. 17
4.3 Define Status profile............................................................................................................. 20
4.4 Create Project Profile ........................................................................................................... 30
4.5 Create Project Types for WBS Elements ...................................................................... 38
4.6 Specify Applicants for WBS Element ............................................................................. 40
4.7 Specify Person Responsible for WBS Elements......................................................... 43
4.8 Define Priorities for WBS Elements ............................................................................... 46
4.9 Define Field selection for Work Breakdown Structures ........................................ 48
4.10 Create User Defined Fields for WBS Elements .......................................................... 53
4.11 Define Validation.................................................................................................................... 56
4.12 Maintain Substitution .......................................................................................................... 61
5. NETWORK .............................................................................................66
5.1 Maintain Network Types ..................................................................................................... 67
5.2 Specify Parameters for Network Type........................................................................... 71
5.3 Maintain Network Profiles.................................................................................................. 74
5.4 Define Number Range for Network Type ...................................................................... 78
5.5 Define Control Key ................................................................................................................ 82
5.6 Define Suitability ................................................................................................................... 85
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5.7 Account Assignment Categories and Document Type for PR............................. 87
5.8 Specify MRP Controller ....................................................................................................... 89
6. MILESTONE ..........................................................................................92
6.1 Milestone Usage ...................................................................................................................... 93
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It gives me a great thrill to present before you the SAP PSModule .As you are aware all our earlier packs of SAP FICO,SAP MM,PP,SD,PM and HR achieved bestseller status within avery short period. . All this would not have been possible
without your best wishes. We thank you from the bottom ofour heart for giving us a chance to serve you. For imposingthis faith in us we want to ensure that we provide you withthe most competent, professional and step by stepconfiguration of SAP PS Module which will help you reduce your learning curve significantly and assist you to executeprojects with more confidence and style.
We have tried our best to structure it in a manner which isconducive to focused learning and we would love to hearback from you and we will do our very best to ensure that you achieve all your goals in SAP
Happy reading and wish you the very best in your SAP career.
1. Introduction:-
For the easiness of understanding of PS module, it isdivided in to four topics as below
1. Project System Structure2.
Project Execution3. Project Budgeting / Cost Planning4. Project Scheduling and Reports
In each of the above topics where ever applicable the
configuration is explained in detail. If there are noconfigurations only User manual is attached .
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2. Getting into the Configuration area of SAP
BACKGROUND
To make the configuration in SAP, one has to haveauthorization to perform transaction in configuration mode.
SCENARIO
It is required to configure various settings in SAP.
INSTRUCTIONS To do configuration, first one has to logon to the system, andgo to the IMG mode. How to logon to IMG mode is explainedbelow. From next document onwards, it is mentioned as IMG.
How to get in to the SAP IMG mode?
1. Type SPRO in the SAP main screen dialog box,
2.
Click
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3.
Click on or F5
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Note: - Project System related configurations are availableunder Node.
4.
Click
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5. You are inside the IMG for Project System Module.
If the menu path mentioned is “IMG” in the further topics, youhave to follow the above step to reach this place.
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3. Project System Structure
Planning of all activities in detail is an essential process in anyproject irrespective of its size and volume. Right Projectplanning helps to ensure the completion of project at righttime with right amount cost involved.
It is also essential to know the amount of resource and fundsrequired to execute the project and also the timings of itsrequirement. In an organization many tasks like construction,installation of large machinery etc.., are carried out as
projects.
Project organization is a prime and foremost step in projectstructuring. Project Organization in PS helps to
Plan the project Monitor the project progress Control the project progress
Projects can be structured based on
Work Breakdown Structure (WBS) element Work package – with activities
From Finance point of view, each project is identified as
Externally financed project
Internally financed project
Project System Organization: -
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Project system has got the following parameters.
Project definitionWBS element
NetworksActivities
The above discussed PS module elements are assigned to theexisting organizational units. I.e. these are assigned to theexisting controlling area, company code, business area, profitcenter and plant.
In short we can say that there is no independent org structurefor PS module like SD and MM. The PS parameters areassigned to the existing organizational units at different levels.
Let us discuss the possible assignments of each PS elementswith existing org. structure.
Project Definition:
Project Definition is the process of defining the project with itsobjective, Accounting information and logistic related
information.
Accounting information:-
Controlling AreaCompany codeBusiness AreaPlantLocation
Profit centerCurrencyBudget profileInterest calculation profilePlanning profileInvestment profileResult Analysis key
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Logistic information
Network profileWBS Scheduling profilePerson responsibleStart & End dateFactory calendar Time unit
WBS Element: -
WBS element is a master data used for projects. The usage ofWBS is
Organizes the project task in an order
Process planning, cost planning, capacity planning
Costing and controlling
To know the amount of work involved in a project
WBS is created with reference to the project definition. Thedata maintained under project definitions are copied into WBS
WBS Accounting information:-
Currency – Copied from projection profile.Can be changed only if company codecurrency is different from controllingarea and there must NOT be anybudget, commitments exist for theWBS element.
Company code
Business area Profit center Plant
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Network: -
Network represents flow of task in a project. Tasks performedwith WBS such as planning, controlling etc. can be done withnetwork also. The structure of the network is similar to that ofproduction order and maintenance order.
Network can be assigned to
Project definition WBS Time sheet entry
Activities: -
Activities indicate the sequence of any process. Activitiescontains
DurationStart and finishRequirement of resources
Cost requirements
Activities can be
Internally processedExternally processedService relatedGeneral cost activities
Now let us see what is there in the configuration for PSstructure.
The project definition contains various profiles from costingpoint of view. We shall start from WBS structure.
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4. Work Breakdown Structure
Work Breakdown Structure is the basis for designing theproject and detailed steps involved in any project as WBSelement. Each WBS element explains the specific task to becarried out within stipulated time.
WBS is mainly used to
Organizes the project task in an order
Process planning, cost planning, capacity planning Costing and controlling (Budgeting)
To know the amount of work involved in a project
Work Breakdown Structure contains lot of informationpertains to Accounting and logistics. Following are theAccounting information in WBS.
Currency – Copied from projection definition.Can be changed only if company code
currency is different from controllingarea and there must NOT be anybudget, commitments exist for theWBS element.
Company code
Business area
Profit center
Plant
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4.1 Define Special Characters for Projects
BACKGROUND
This configuration setting enables to define how the projectnumber is coded for editing.
Following parameters are controlled in this setting to edit theproject number.
Length of the key for project coding - Max. five
Mandatory length of the project coding – whether all fivemust be filled or not.
Special characters allowed for entering WBS
SCENARIO
Define special character for projects.
INSTRUCTION
Follow the Menu Path: IMGProject System Structures Operative Structures Work Breakdown Structures (WBS) Project Coding Mask Define Special characters for Projects
Click or
use OPSK in the command field and press Enter.
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Maintain fields as explained belowField Name Value and Description of field
Length of key for coding of the project
definition and WBS elements.Possible entries are
E.g.5 indicates maximumIt must be set carefully before creating anyprojects.
We will proceed with 1 in our example.Key used to specify project coding andWBS element must of same length as it isdefined here.E.g. Leave it blank not to restrict the lengthof project coding and WBS element. To help entering the WBS element in thework break down structure, this specialkey is defined.
E.g. Enter ". To enter a new WBS elementunder WBS element, it is enough to enter "and new number. E.g. say new number is30, then system will maintain the numberwith all prefixes and the number 30.
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Special character used to limit thesegments in the coding.E.g. / to limit with the character / betweenthe segments.
Check in this tick box will allow only thecoded project numbers within the projectsystem.E.g. tick the check box. This field is used for automatic numberassignment.E.g. Leave it blank.
Click
Click
Impact of this configuration in Master Data /Transaction
Project numbering will be as per this project special character
setting.
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4.2 Define Project Coding Mask
BACKGROUND
This configuration setting enables to create masks for editingthe project number.
Project coding mask is helpful to simplify the complex projectnumbers. It is also used to indicate the position of the WBSelement.
SCENARIO
Discuss the project coding mask. Ex: /000-XXX-000/XXXX
INSTRUCTION
Follow the Menu Path: IMGProject System Structures Operative Structures Work Breakdown Structures (WBS)
Project Coding Mask Define Project Coding Mask
Click
Or Enter OK02 in the command field – press Enter.
Click
Maintain fields as explained below
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Field Name Value and Description of fieldLength of key for coding of the projectNote:- Here the project id can be maximumof 1 digit as we have set up the PL field in
the above setting as 1.Define the coding mask for projectdefinition0 (zero) – only numeric charactersX – alpha numeric charactersMaintain description of coding mask Tick in this check box will not enable thenew request for WBS element, projectdefinition or appropriation request to becreated with this masking code. Tick in this check box will not allowcreating coding mask for standard projector WBS element.
Click
Click
Impact of this configuration in Master Data /
Transaction
Project coding mask created here will be used while creationproject definition, WBS element or appropriate request.
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4.3
Define Status profile
BACKGROUND
This configuration setting enables to define the status profile.
Status profile along with the selection profile will be used torestrict the processing of transactions for particular status ofthe order /WBS element.
User status contains various status in an order of sequence,accordingly it can be activated.
SCENARIO
With the system status PCLD, it is desired to prevent anybudgeting or any automatic WIP / Result analysis.
Define status profile to meet the above scenario.
INSTRUCTIONS
Follow the Menu Path: IMGProject System Structures Operative Structures Work Breakdown Structures (WBS) WBS User Status Create Status Profile
Click
Or Enter OK02 in the command field – press Enter.
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Click
Maintain the status profile name. E.g. INV
Maintain Text. E.g. No Investment status profile
Maintain Language. E.g. EN to indicate Englsh.
Click
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Double click on to create different statuses
Maintain the entries as explained in the table
Field name Field description and valueStat Serial number. Enter the
sequence number for status.E.g. 1
Status Name of the status. It can beany alphanumeric with four
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digits. E.g. PCRE to indicatethe status created. Maintain your own status
Short text Maintain the short description
of the status.Init. St… Tick this check to indicate thestatus as initial status. E.g.Project Created will be theinitial status in this statusprofile. Any status can bedefined as a initial status.
Lowest This is used to assign thestatus in an order.
E.g. Status A has statusnumber 8 and the 'loweststatus number' 1.Status B has status number2 and the 'lowest statusnumber' 2.o Once status B was activefor the object, only statuseswith numbers 2 or higher may
be activated, even if status Ais currently active..
Highest This is similar to the lowestnumber.
E.g. Status A has the statusnumber 1 and the 'highestnumber' 8.
If status A is active, onlystatuses with status numbers8 or less can be activated..
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Continue the above process till you maintain all requiredstatus.
Click to select the objects to which it should beapplicable.
Click two times to get investment program related objects
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Select the objects as shown above
Click
Click
Click in the status 8 to which status the further processing isto be restricted.
Note: - restriction for further processing is to be done on withthe status PCLD.
Click
Click
Below is the list of object to which the control is to beimparted.
Click to go to the next page
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Note: - On selecting each radio button it has to be saved.
Other wise without saving you will not be able to select morethan one radio button in a page.
Click to go to the next page
Field name Field description and valueBusiness transaction Transaction performed in SAP.
E.g. Confirm order refers tothe order confirmation process
through transaction codeCO15.No Influence Indicator specifying that this
status does not influence thecorresponding businesstransaction.
Permitted Indicator which specifies that
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the business transaction canbe carried out if this status isactive.
Warning Indicator which specifies that
the business transaction maybe carried out. However, thesystem issues a warningmessage during processing ofthe transaction.
Forbidden. Indicator specifying that thebusiness transaction cannotbe carried out if this status isactive.
Next action Indicator which specifies thatthe status is to be activatedwhen this businesstransaction is carried out.
Click to go to the next page to look for more possiblefunctions.
Click
Click till you reach the main configuration menu.
Impact of this configuration in Master Data /Transaction
Status profile with controls to further processing will be
assigned with the selection profile.
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4.4 Create Project Profile
BACKGROUND
This configuration setting enables to define the project profile.
Project profile contains following parameters
Default values of controlling data,Planning method for dates and costs
Information maintained here in the project profile will becopied into the project or WBS element when that is created.
Data copied from project profile into the project definition orthe WBS elements can be over written. Great care must betaken while changing the data like costing sheet, resultanalysis key.
SCENARIO
Define project profile.
INSTRUCTION
Follow the Menu Path: IMGProject System Structures Operative Structures Work Breakdown Structures (WBS)
Create Project Profile
Click
Or Enter OPSA in the command field – press Enter.
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Click to create new project profile
Note: It is recommended to copy form the standard profilealways based on the type of Business scenario.
Select the row to copyfrom existing data
Click
Maintain fields as explained belowControl Tab - Basic Data :-Field Name Value and Description of field
Key identifying project profileand description. E.g. 6000 asproject profile key and
description as “Investmentprojects in US”.Key identifying the projecttype. Select from availableentry. E.g. IP for WBS elementcategoryField key identifying the userdefined field. Select from thepossible entries. If requiredown user defined field key canbe created.Key indicates the projectversion profile. Version profilecontains various objects to beincluded in the version andalso user status.
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E.g. Select standard version.Key indicates how the WBSelement is to be displayedSelect from possible entries
E.g. 1Key indicates the number oflevel to be exploded in thehierarchical structure duringdisplay of WBS. Tick in this check box
indicates all WBS elementswill be account assigned. Tick in this check box willrestrict the number of WBSelement to only one. E.g.Leave this blank. Tick in this check box willcreate project definitionautomatically when creating
the WBS element. E.g. Leave itblank Tick in this check box createschange document for WBSelement changes. Tick in this check box ensuresproject summarization usingmaster data characteristics.E.g. tick this check box. Tick in this check boxcarryout the validationautomatically as per thevalidation rule for WBS orproject definition Tick in this check boxcarryout the Substitution
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automatically as per thesubstitution rule for WBS orproject definition This key is used for MRP
purpose and real time costpostingsProject definition statusprofile. Profile maintainedhere will be copied into theproject definition.Your own status profile can becreated and assigned.Key indicating status profilefor WBS element.E.g. assign the status profileINV which we created in the Tick in this check boxindicates creation of changedocument for WBS elements.Key indicates the profile groupfor hierarchy graphic.Key indicates the profile namefor hierarchy graphic
Note:- Sales org details can be maintained in case of the PSrelated to Sales order
Click
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Maintain the organization details
Click
Maintain the relevant profiles here.
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Note:- Planning method used for project basic dates
Possible entries are
Top Down Planning:
In Top Down Planning you plan the dates starting from the topWBS element in the hierarchy. The dates that you maintain inthe subordinate WBS elements must lie within the datesperiods of the superior WBS elements.
Bottom Up planning
In Bottom Up Planning you plan the dates starting from thesubordinate WBS elements. The dates of the superior WBSelements are only changed, if thery do not include the dates ofthe subordinate WBS elements.
Strict Bottom Up planning
In Strict Bottom Up Planning you specify that the dates ofsubordinate WBS elements determine the dates of the superiorelements. If you have already entered dates for the superiorWBS elements, the system deletes them, and calculates newdates based on the dates of the subordinate WBS elements.
Open Planning
In Free Planning dates are planned without hierarchicaldependencies.
Scheduling of WBS with Activities:
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- this is to specify that dates from the assignednetwork activities should be taken into account during WBSscheduling.
Possible entries are:
Click
Maintain the standard entries. If required check with CO teamand maintain the relevant data like settlement profile, costingsheet etc..
Click
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Click till you reach main IMG screen
Impact of this configuration in Master Data /
Transaction
Project profile with information created here will be used whencreation project and WBS.
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4.5 Create Project Types for WBS Elements
BACKGROUND
This configuration setting enables to create project types forWBS element.
Project types are mainly used for reporting purpose – userscan be restricted based on the project type.
SCENARIO
Discuss the project types for WBS element.
INSTRUCTION
Follow the Menu Path: IMGProject System Structures Operative Structures Work Breakdown Structures (WBS) Create Project Types for WBS Elements
Click or Enter OPSA in command field – press Enter.
Click to create new entries.
Maintain fields as explained below
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Field Name Value and Description of fieldKey identifying the projecttype. E.g. IPDescription of the project
type. E.g. Capital Investment
Click
Click
Impact of this configuration in Master Data /Transaction
Project type created here is used in the project profile.
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4.6 Specify Applicants for WBS Element
BACKGROUND
This configuration setting enables to define Applicant personfor Project.
SCENARIO
Discuss the Applicants for WBS element setting.
INSTRUCTION
Follow the Menu Path: IMGProject System Structures Operative Structures Work Breakdown Structures (WBS) Specify Applicants for WBS elements
Click or Enter OPS7 in the command field –press Enter.
Click to create new entries.
Maintain fields as explained belowField Name Value and Description of field
Key identifying the applicantnumber. E.g. 51Maintain the description tothe applicant key.E.g. Mathew
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Click
Click
Impact of this configuration in Master Data /Transaction
When creating the WBS applicant created here can bementioned
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4.7 Specify Person Responsible for WBS Elements
BACKGROUND
This configuration setting enables to define person responsiblefor WBS element.
SCENARIO
Discuss the Person responsible for WBS elements setting.
INSTRUCTION
Follow the Menu Path: IMGProject System Structures Operative Structures Work Breakdown Structures (WBS) Specify Person Responsible for WBS elements
Click or Enter OPS6 in the command field – press Enter.
Click to create new entries.
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Maintain fields as explained belowField Name Value and Description of field
Key identifying the personresponsible. E.g. 2007Maintain the description toidentify the key. E.g. GeorgeClark
Click
Click
Impact of this configuration in Master Data /Transaction
When creating the WBS responsible person must bemaintained.
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4.8 Define Priorities for WBS Elements
BACKGROUND
This configuration setting enables to define priorities for WBSelements.
Priority is used for reporting and in information system only.
SCENARIO
Discuss WBS Elements priorities setting.
INSTRUCTION
Follow the Menu Path: IMGProject System Structures Operative Structures Work Breakdown Structures (WBS) Specify Person Responsible for WBS elements
Click
Click to create new entries.
Maintain the field as explained belowField Name Value and Description of field
Key identifying the prioritynumber. E.g. 6
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Description to the priority key.E..g High
Click
Click
Impact of this configuration in Master Data /Transaction
Priority defined here can be used while creating WBS element
and used in reporting info system.
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4.9 Define Field selection for Work BreakdownStructures
BACKGROUND
This configuration setting enables to define the WBS fieldselection.
Through this configuration setting it is possible to make a fieldmandatory, optional, hide or view only.
It is required to make certain field to make mandatoryaccording to the business requirement.
SCENARIO
Make Project Description field as mandatory for company code
3000
INSTRUCTIONS
Follow the Menu Path: IMGProject System Structures Operative Structures Work Breakdown Structures (WBS) User Interface Settings Define Field Selection for WorkBreakdown Structures
Click
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Double click
Double click on Description field
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Click on
Click
Enter the company code as “1000”
select radio button
Double Click to influence any of one fields
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Click
Double click
Similarly as explained above, field selection can be done forWBS element also.
Note:- the procedure is same for Network field selection aswell.
Impact of this configuration in Master Data /Transaction
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When creating project definition CO area become mandatoryentry
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4.10 Create User Defined Fields for WBS Elements
BACKGROUND
This configuration setting enables to define the user definedfields.
User defined fields are used to maintained any additionalmaster data info in the WBS.
SCENARIO
Discuss the user defined fields.
INSTRUCTION
Follow the Menu Path: IMGProject System Structures Operative Structures Work Breakdown Structures (WBS) User Interface Settings Create User-Defined Fields for WBS
Elements
Click or Enter OPS1 in the command field – press Enter.
Click
Maintain fields as explained belowField Name Value and Description of field
Key identifying the field key. E.g. 0000001Description to define key. E.g. User-Defied
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fields
Maintain other entries as shown below
Note:- Only two text fields, one quantity, one value, one dateand one check box can be maintained in the above sequence.
Click
Click
Impact of this configuration in Master Data /Transaction
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User defined field configured here can be assigned to theproject profile. Inturn when creating the WBS this will becopied and used.
Assignment of user field to the project profile
User defined filed automatically appearing in WBS element.
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4.11 Define Validation
BACKGROUND
This configuration setting enables to define validation.
Use validations to check values and value combinations thatusers enter in the Project System. Validation can be carriedout at various points in time.
Following are the steps to be carried-out:
Enter a name for the validation.
The application area is proposed by the system.
Enter a call-up point when the validation should becarried out.
Create a validation step or select an existing one.
Select the field that you want to use for the validation.
Enter a prerequisite and specify how the validationshould be carried out.
For each validation step enter a prerequisite, a check anda validation message. The message is issued when theprerequisite is met and when the value does not check.
SCENARIO
Discuss validation defining.
INSTRUCTION
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Follow the Menu Path: IMGProject System Structures Operative Structures Work Breakdown Structures (WBS) Maintain Validations
Click
Click the required object to create validation E.g.
Click
Enter validation name. e.g. ZLEGL02 and text as “check profit
center”
Click
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Click to enter any prerequisite
Double click
Click
Click
Enter the project definition to which the check is to beapplicable.
Double Click
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double click
Click
Click
Enter the value which must be maintained as profit center forproject definition with W
Click
Double Click
Enter message type
Enter message number.
Message variable entered if the message contains any variable.
Example: -
Message:- "Acount $ is not allowed in company code $"
Output field 1: BSEG-HKONT (=400000)
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Output field 2: BSEG-BUKRS (=0001)
Click
Message appear at the bottom
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4.12 Maintain Substitution
BACKGROUND
This configuration setting enables to define substitution.
Use substitutions to replace values and value combinations inthe Project System. In addition you can define severalinterdependent substitution statements for future use.
Following are the steps to be carried-out:
Enter a name for the Substitution.
The application area is proposed by the system.
Enter a call-up point when the substitution should becarried out.
Create a substitution step or select an existing one.
Select the field that you want to use for the substitution.
Enter a prerequisite and specify how the substitutionshould be carried out.
SCENARIO
Discuss substitution defining.
INSTRUCTION
Follow the Menu Path: IMGProject System Structures Operative Structures Work Breakdown Structures (WBS) Maintain Substitution
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Click
Click on the object where the substitution is to be created. E.g.whether on project definition or on WBS element
Click to create rule or click to createsubstitution
Enter substitution key and text
Click
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Enter the step number and text
Double click
Double click
Click
Click
Enter the finish date
Click
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Double click
Click
Select the field person responsible
Click
Select the appropriate radio button. E.g.
Click
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Enter the required value
Click
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5. Network
A network in PS is used to indicate
project flow Task within a project.
In the Project life, main objective of network is to
Plan Analyze
Control
Monitoring Schedules
Monitor dates and resources
A network is a kind of special work order that has the samestructure as production orders, maintenance orders.
A network consists of
Activities
Activity elements
Relationships
Network header contains:
Assignments to other objects, for example, project
definition, WBS element or sales document System status
Basic start and finish dates of the network as well as
indicators for scheduling
Release and scheduled dates Assignments of organizational data, E.g. profit center Costing data, E.g. costing sheet and results analysis key
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5.1 Maintain Network Types
BACKGROUND
This configuration setting enables to define network types.
Network types is similar to order type in PM and PS. It controlsthe following data
Order category
Controlling module update
Usage of network for planning Settlement profile Allocation of network type to number range
SCENARIO
Discuss the Network type.
INSTRUCTION
Follow the Menu Path: IMGProject System Structures Operative Structures Network Settings for Networks Maintain Network Types
Click
Or Enter OPSC in the command field – press Enter.
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Click to create new entries of network type
It is suggested to copy from the existing network type always.
Let us create ZPS1 network type by copying from PS01.
Select PS01
Click
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Maintain fields as explained belowField Name Value and Description of field
Key identifying order type and maintaindescription. E.g. ZPS1 and description“Investment”Residence time maintained forreorganization when it is marked fordeletion. Residence time1 indicates thenumber of days to elapse between thedeletion flat setting and deletion indicatorsetting.
Number of days that must have beenelapsed between the deletion indicatorsetting and reorganizing run.Controlling related data used for analyzingthe cost data flow. Select from possibleentries
Set this info after discussing with CO team.E.g. INVST to indicate as investment andalso to pickup the network for settlement. Key defines how the cost is to be settled. Take input from CO and maintain.Status profile can be assigned here and itwill be applicable for all network.
Tick in this check box will release thenetwork immediately on creation. Manytransaction are possible on release.
Click to check the number range assignment
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Click
Click
Impact of this configuration in Master Data /Transaction
Network type maintained here will be used to create PSnetwork.
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5.2 Specify Parameters for Network Type
BACKGROUND
This configuration setting enables to configure settings fornetwork type parameter.
Network parameter type contains parameter required forgoverning the network type like strategy, costing variant,
requirement of change document,
PR creation etc..
SCENARIO
Discuss the Network type settings.
INSTRUCTION
Follow the Menu Path: IMGProject System Structures Operative Structures Network Settings for Networks Specify Parameters for Network Type
Click or Enter OPUV in the command field – press Enter.
Click to create new entries, It is recommended to copyfrom the existing entry always.
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Select the row with 3000 plant. (the plant created by you).
Click
Maintain fields as explained belowField Name Value and Description of field
Key identifying the plant. E.g. 3000Key identifying the network type. E.g. ZPS1Key identifying strategy for determining thesettlement rule.Possible entries are
E.g. maintain 02 to settle to WBS elementKey identifying the settlement rule. Checkwith CO team and maintain.E.g. PS1Key identifying the costing variant. Check
with CO team and maintain.E.g. PS02Key identifying the costing variant. Checkwith CO team and maintain.E.g. PS03Indicates how the plan cost is to becalculated.E.g. Select “Maintain Plan Costs” Tick in this check box records changes to
certain fields in the network.E.g. Tick this check box. Tick in this check box creates PR for allexternally processed items collective. If notticked, individual PR will be created foreach item.
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Tick in this check box traces the changesperformed to the respective item. E.g.Order start date change, operation startdate change, material changes.
It records,
Who changed,
When Changed
Click
Click
Click
Impact of this configuration in Master Data /Transaction
Network type parameter maintained here will be used whencreating network of this type.
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5.3 Maintain Network Profiles
BACKGROUND
This configuration setting enables to define network profile.
Network profile contains many data (for controlling andprocessing) with which network can be created quickly usingthis profile.
Data from network profile is copied to the network whencreating. However this can be changed at network level.
SCENARIO
Discuss the network profile configuration.
INSTRUCTION
Follow the Menu Path: IMGProject System Structures Operative Structures Network Settings for Networks Maintain Network Profiles
Click or Enter OPUU in the command field – press Enter.
Select the standard setup row
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Click to create new network profile.
Maintain fields as explained belowField Name Value and Description of field
Network profile and description. E.g.
Key identifying the plan where network hasto be created.E.g. 3000Key identifying the network type to becreated. E.g. ZPS1Key identifying the planner groupresponsible for maintaining the task list
Key identifying the relationship view. Selectfrom the possible entries.
Key identifying the number of networklinked together.
Key to check whether the activity dates arewithin the WBS element dates.Possible entries are
E.g. Leave it blankUser field key to have additionalinformation on the network.
E.g. ZUS0001Creation of purchase requisition forexternal services or externally procurednon stock items on creation of network.Possible entries are
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E.g. enter 2 to create PR as soon asreleasing the network. Tick in this check box calculates thecapacity requirement on saving thenetwork. Tick in this check box includes networkwith activity with account assignment forproject summarizationE.g. Tick this check box Tick in this check box indicates thatcomponents should be staged to align withthe finish date. If not it is staged inalignment with the start date by default.E.g. Leave it blank. Tick in this check makes projectsummarization using master datacharacteristics.
Click
Leave the SAP standard entries as it is.
Click
Maintain the standard control key as it is
Maintain the cost elements in discussion with CO team.
Click
Click
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Impact of this configuration in Master Data /Transaction
Network profile maintained here will be used when creatingnetwork. Data will be copied from this profile into the network.
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5.4 Define Number Range for Network Type
BACKGROUND
This configuration setting enables to define the number rangefor Network type.
Network number range is controlled through network type.
Note: - Number range is directly maintained in the productionsystem.
SCENARIO
Discuss number range for equipment category
INSTRUCTIONS
Follow the Menu Path: IMGProject System Structures Operative Structures Network Settings for Networks SetUp Number Ranges for Network.
Click
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Click
network type ZPS1 assigned to Operative Networks group as itwas copied. If no number range is assigned, it will appear atthe bottom under Not Assigned.
Click on required network type
Click
Tick the required group check box
Click
The number range get assigned.
To create another group
From the top of the menu Group insert
Maintain text . E.g. order
Maintain From number and To number. E.g. 900000 to999999
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Click
Click
Click
Click
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Impact of this configuration in Master Data /Transaction
When creating network type of ZPS1, number range will beassigned as per the setting defined here.
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5.5 Define Control Key
BACKGROUND
This configuration setting enables to define control key.
Control key governs
•
Scheduling of operation
• Cost calculation for an operation
• Capacity calculation for an operation
•
Confirmation for an operation
Control key is mapped with the work center in the task list(i.e. in the routing and in the master recipe).
SCENARIO
Create a control key with confirmation as mandatory and itshould calculate the cost and capacity, it should also schedulethe operation.
INSTRUCTIONS
Follow the Menu Path: IMGProject System Structures Operative Structures Network Settings for NetworkActivities Define control key
Click or Enter OPSU in the command field – press Enter.
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Click to create new entries. Standard control key maybe sufficient in many cases. Let us discuss the control keyPS01.
Select PS01 key using
Click
Maintain fields as explained below
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Field DescriptionControl Key Enter any alphanumeric four digit
key. E.g. PS01Description Maintain description of this control
key. E.g. Network-Int. Processingw/costingIndicators Tick the check box as shown above
in the screen. Tick in the Check box will performthe respective function to theoperation which is having thiscontrol key.Key specifies the confirmationrequirement. Select from availableentries.
Indicates the external processingoperation.
By Ticking the check box will allowthe operation to plan for services. Itgoes with external processing only.Long text can be maintained.
Click
Click
Impact of this configuration in Master Data /Transaction
Control key maintained here will be used in the network.
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5.6 Define Suitability
BACKGROUND
This configuration setting enables to define the suitability. This is more relevant for internally processed activity.
Through this setting it is possible to specify the suitability ofan employee to specify the task.
SCENARIO
Define suitability to the plant 3000.
INSTRUCTION
Follow the Menu Path: IMGProject System Structures Operative Structures Network Settings for NetworkActivities Define Suitability
Click
Enter plant. E.g. 1000
Click
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Click
Maintain the suitability and text as shown below
Click
Click
Impact of this configuration in Master Data /Transaction
Suitability defined here will be used in the network.
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5.7 Account Assignment Categories and DocumentType for PR
BACKGROUND
This configuration setting enables to define the document typeand account assignment category for purchase request fornetwork order type.
Purchase request will be created for external processing andprocured items when saving network. Through this settings,the document type for PR can be set as per the businessrequirement.
SCENARIO
Discuss the document type setting.
INSTRUCTION
Follow the Menu Path: IMGProject System Structures Operative Structures Network Settings for NetworkActivities Account Assignment categories and Document Type for Purchase Requisitions
Click
Or Enter OPTT in the command field – press Enter.
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Maintain fields as explained belowField Name Value and Description of field
Key identifying the document type. Please
check with MM team and maintain.
Maintain other account assignment category as shown above.
Click
Click
Impact of this configuration in Master Data /Transaction
When creating PR for a network, document type maintainedhere will be assigned to the PR generated via network.
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5.8 Specify MRP Controller
BACKGROUND
This configuration setting enables to define the MRPcontroller.
MRP controller is the one who is responsible for entireinventory and shortages of items. MRP controller is morerelated to Materials and spares.
In PS it has less significance as it is more to do withmaterials or spares. Here it may be used for projectmaterials.
SCENARIO
Define MRP controller for plant 3000.
INSTRUCTION
Follow the Menu Path: IMGProject System Structures Operative Structures Network Specify MRPcontroller
Click
Click
Maintain fields as explained belowField Name Value and Description of field
Key identifying the plant where MRPcontroller is to be maintained.Key (3 digit alpha numeric) identifying theMRP controller and maintain description.
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E.g.
Click
Click
Impact of this configuration in Master Data /Transaction
MRP controller defined here for plant 3000 will be used in theplanning and in the network.
MRP Controller can be maintained in the network profile also.
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6. Milestone
A Milestone in PS is used to indicate
An event with a meaning
In the Project life, main objective of milestone is to
Analyze the progress of the project Trigger the events ( billing , invoicing , releasing)
A network is a kind of special work order that has the samestructure as production orders, maintenance orders.
A milestone consists of
Dates Usage Percentage of Completion
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6.1 Milestone Usage
BACKGROUND
This configuration setting enables to define the type ofMilestones.
It analyzes and used for the following
Milestones
Earned Value Trigger the event
SCENARIO
Discuss the Milestone type.
INSTRUCTION
Follow the Menu Path: IMGProject System Structures Operative Structures Milestones Define Milestone usageClick
Click to create new entries of milestone usage
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Maintain fields as explained belowField Name Value and Description of field
Key identifying milestone usage type andmaintain description. E.g. minv and
description “Inv Milestone”Specifies how the billing is performed ofthe dates mentioned in the billing plan ofthis milestone.Date category to set billing blockautomatically for the billing date.Determines whether the milestone shouldbe at the start or finish of an activity.
By enabling / not enabling the No dialogbox there is no effect on executing /triggering the function.
Click
Click
Impact of this configuration in Master Data /Transaction
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Milestone type maintained here will be used to createmilestone in project definition / wbs / network / activitybased on the business scenario.
Field Name Value and Description of fieldKey identifying the type of analysisSpecifies how much work is to be done.Percentage of the value to be Invoiced –this scenario related to sales order.Refers the basic dates and Forecast datesof the milestone and the actual dates willbe based on the activity work confirmation.