1 Structures and Master Data

17

1.1 Basic Principles

18

1.1.1 Overview of Project Structures

18

1.1.2 Access Control Lists

22

1.2 Work Breakdown Structure

23

1.2.1 Structure and Master Data

25

1.2.2 Structure Customizing of the Work Breakdown Structure

36

1.2.3 Standard Work Breakdown Structures

45

1.3 Network

46

1.3.1 Structure and Master Data

47

1.3.2 Customizing the Structure of the Network

60

1.3.3 Standard Networks

68

1.4 Milestones

70

1.4.1 Milestones Assigned to WBS Elements

70

1.4.2 Milestones Assigned to Activities

72

1.5 Documents

75

1.5.1 PS Texts

76

1.5.2 Integration with Document Management

76

1.6 Status

77

1.7 Editing Functions

82

1.7.1 Project Builder

83

1.7.2 Project Planning Board

88

1.7.3 Special Maintenance Functions

93

1.7.4 Project Editor

95

1.7.5 Editing Customer Projects

101

1.7.6 Mobile Applications—SAP Fiori

102

1.8 Tools for Optimized Master Data Maintenance

106

1.8.1 Field Selection

106

1.8.2 Flexible Detail Screens and Table Controls

107

1.8.3 Mass Change

109

1.8.4 Substitution

112

1.8.5 Validation

114

1.8.6 Variant Configurations with Projects

115

1.8.7 Assembly Processing

119

1.9 Versions

125

1.9.1 Project Versions

126

1.9.2 Simulation Versions

128

1.10 Archiving Project Structures

131

1.11 Summary

135

2 Planning Functions

137

2.1 Date Planning

138

2.1.1 Scheduling with WBS Elements

140

2.1.2 Scheduling Using Networks

143

2.1.3 Scheduling with the Project Editor

160

2.2 Resource Planning

163

2.2.1 Capacity Planning with Work Centers

164

2.2.2 Workforce Planning

172

2.2.3 Capacity Leveling

179

2.2.4 Externally Processed Activities

182

2.2.5 Services

185

2.3 Material Planning

188

2.3.1 Assigning Material Components

189

2.3.2 Project Stock

209

2.3.3 Availability Check

213

2.4 Planning Costs and Statistical Key Figures

218

2.4.1 Hierarchical Cost Planning

222

2.4.2 Unit Costing

225

2.4.3 Detailed Planning

229

2.4.4 Easy Cost Planning

233

2.4.5 Project Planner and Cost Estimator

239

2.4.6 Network Costing

242

2.4.7 Planned Costs of Assigned Orders

250

2.4.8 Planning Statistical Key Figures

252

2.5 Revenue Planning

255

2.5.1 Hierarchical Planning

255

2.5.2 Detailed Planning

255

2.5.3 Billing Plan

256

2.5.4 Sales Pricing

259

2.6 Summary

264

3 Budget

265

3.1 Budgeting Functions in SAP Project System

266

3.1.1 Original Budget

267

3.1.2 Budget Updates

271

3.1.3 Budget Release

274

3.1.4 Budget Carryforward

276

3.1.5 Availability Control

277

3.2 Integration with Investment Management

285

3.3 Summary

293

4 Project Execution Processes

295

4.1 Actual Dates

296

4.1.1 Actual Dates of WBS Elements

296

4.1.2 Actual Dates of Activities

297

4.1.3 Actual Dates of Milestones

300

4.2 Account Assignment of Documents

301

4.2.1 Commitments Management

302

4.2.2 Manual Account Assignment

305

4.2.3 Execution Services

306

4.3 Confirmations

308

4.3.1 Individual Confirmations

316

4.3.2 Collective and Summary Confirmations

317

4.3.3 Cross-Application Time Sheet (CATS)

319

4.3.4 Additional Confirmation Options

323

4.4 External Procurement of Services

325

4.4.1 Externally Processed Activities

325

4.4.2 Services

328

4.5 Material Procurement and Delivery

329

4.5.1 Material Procurement Processes

330

4.5.2 Delivery from Project

338

4.5.3 ProMan

340

4.6 Billing

344

4.6.1 Milestone Billing

345

4.6.2 Resource-Related Billing

347

4.7 Project Progress

351

4.7.1 Milestone Trend Analysis

351

4.7.2 Progress Analysis

353

4.7.3 Progress Tracking

364

4.8 Claim Management

368

4.9 Summary

372

5 Period-End Closing

373

5.1 Processing Types

374

5.2 Revaluation at Actual Prices

377

5.2.1 Prerequisites for Revaluation at Actual Prices

378

5.2.2 Executing the Revaluation at Actual Prices

379

5.2.3 Dependencies of the Revaluation of Actual Prices

379

5.3 Overhead Rates

380

5.3.1 Prerequisites for the Allocation of Overhead Rates

380

5.3.2 Executing the Application of Overhead

383

5.4 Template Allocations

385

5.4.1 Prerequisites for Template Allocation

385

5.4.2 Executing Template Allocation

387

5.5 Interest Calculation

388

5.5.1 Prerequisites for Interest Calculation for Projects

389

5.5.2 Executing the Interest Calculation for Projects

396

5.6 Results Analysis

398

5.6.1 Prerequisites for the Results Analysis

404

5.6.2 Executing the Results Analysis

413

5.7 Project-Related Incoming Orders

415

5.7.1 Prerequisites for Project-Related Incoming Order Determination

418

5.7.2 Executing the Project-Related Sales Order Determination

420

5.8 Cost Forecast

422

5.8.1 Prerequisites for and Restrictions of the Cost Forecast

425

5.8.2 Executing and Evaluating the Cost Forecast

425

5.8.3 Forecast Workbench

427

5.9 Settlement

429

5.9.1 Prerequisites for Project Settlements

430

5.9.2 Executing Project Settlements

439

5.9.3 Settlement of Investment Projects

442

5.9.4 Project Settlement Dependencies

445

5.10 Summary

446

6 Reporting

447

6.1 Project Information System: Structures

448

6.1.1 Structure/Project Structure Overview

453

6.1.2 Individual Overviews

458

6.2 Project Information System: Financials

461

6.2.1 Hierarchy Reports

461

6.2.2 Cost Element Report

469

6.2.3 Line Item Reports

476

6.2.4 PS Cash Management

479

6.3 Logistical Reports

485

6.3.1 Purchase Requisitions and Purchase Orders for the Project

486

6.3.2 Material Reports

488

6.3.3 Capacity Reports

489

6.4 Project Summarization

496

6.5 SAP HANA-Based Reporting Options

501

6.5.1 Virtual Data Model of PS and Project Reporting Using SAP HANA Live

501

6.5.2 Reporting Cockpit: SAP Smart Business for Project Execution

505

6.6 Summary

511

7 Integration Scenarios with Other Project Management Tools

513

7.1 Open PS for Microsoft Project

515

7.2 SAP Enterprise Project Connection

519

7.3 SAP Portfolio and Project Management

521

7.3.1 PPM Project Management

521

7.3.2 PPM Portfolio Management

527

7.4 SAP Commercial Project Management

535

7.4.1 Project Cost and Revenue Planning

535

7.4.2 Project Issue and Change Management

537

7.4.3 Project Workspace

539

7.5 Summary

543

Appendices

545

A BAPIs in SAP Project System

547

B Query and Reuse Views of SAP Project System in SAP HANA Live

549

C Selected Project System Database Tables

553

D Transactions and Menu Paths

555

D.1 Structures and Master Data

555

D.2 Planning Functions

559

D.3 Budget

564

D.4 Project Execution Processes

566

D.5 Period-End Closing

569

D.6 Reporting

572

E The Author

577