Preface

13

Objective of This Book

14

Target Audience

14

Structure of the Book

15

1 Structures and Master Data

17

1.1 Basic Principles

17

1.1.1 Overview of Project Structures

18

1.1.2 Custom Fields

21

1.1.3 User Interface and Roles

23

1.2 Work Breakdown Structure

26

1.2.1 Structure and Master Data

28

1.2.2 Customizing the Structure

35

1.2.3 Standard WBS

43

1.3 Network

44

1.3.1 Structure and Master Data

44

1.3.2 Customizing the Structure

55

1.3.3 Standard Networks

62

1.4 Milestones

63

1.4.1 Milestones Assigned to WBS Elements

64

1.4.2 Milestones Assigned to Activities

65

1.5 Documents

67

1.5.1 PS Texts

68

1.5.2 Integration with Document Management

69

1.6 Status

70

1.7 Editing Functions

75

1.7.1 Project Builder

76

1.7.2 Project Planning Board

81

1.7.3 Project Schedule

85

1.7.4 Special Maintenance Functions

86

1.8 Tools for Optimized Master Data Maintenance

87

1.8.1 Field Selection

87

1.8.2 Flexible Detail Screens and Table Controls

88

1.8.3 Mass Change

90

1.8.4 Substitution

92

1.8.5 Validation

94

1.8.6 Variant Configurations with Projects

96

1.8.7 Assembly Processing

98

1.9 Versions

103

1.9.1 Project Versions

103

1.9.2 Simulation Versions

106

1.10 Archiving Project Structures

108

1.11 Summary

111

2 Planning Functions

113

2.1 Date Planning

113

2.1.1 Scheduling with WBS Elements

115

2.1.2 Scheduling Using Networks

118

2.2 Resource Planning

133

2.2.1 Capacity Planning with Work Centers

133

2.2.2 Workforce Planning

140

2.2.3 Capacity Leveling

147

2.2.4 Externally Processed Activities

149

2.2.5 Services

152

2.3 Material Planning

154

2.3.1 Assigning Material Components

155

2.3.2 Project Stock

170

2.3.3 Project Manufacturing Management and Optimization

174

2.3.4 Availability Check

176

2.4 Planning Costs and Statistical Key Figures

180

2.4.1 Hierarchical Cost Planning

183

2.4.2 Unit Costing

186

2.4.3 Detailed Planning

188

2.4.4 Easy Cost Planning

192

2.4.5 Network Costing

197

2.4.6 Planned Costs of Assigned Orders

204

2.4.7 Planning Statistical Key Figures

206

2.4.8 Planning Forms Based on Table ACDOCP

206

2.5 Revenue Planning

212

2.5.1 Hierarchical Planning

212

2.5.2 Detailed Planning

212

2.5.3 Billing Plan

213

2.5.4 Sales Pricing

215

2.6 Summary

220

3 Budget

221

3.1 Budgeting Functions in Project System

222

3.1.1 Original Budget

223

3.1.2 Budget Updates

226

3.1.3 Budget Release

229

3.1.4 Budget Carryforward

231

3.1.5 Availability Control

232

3.2 Integration with Investment Management

238

3.3 Summary

245

4 Project Execution

247

4.1 Actual Dates

248

4.1.1 Actual Dates of WBS Elements

248

4.1.2 Actual Dates of Activities

249

4.1.3 Actual Dates of Milestones

251

4.2 Account Assignment of Documents

252

4.2.1 Commitments Management

253

4.2.2 Manual Account Assignment

256

4.2.3 Execution Services

257

4.3 Confirmations

259

4.3.1 Individual Confirmations

267

4.3.2 Collective and Summary Confirmations

268

4.3.3 Cross-Application Time Sheet

269

4.4 External Procurement of Services

273

4.4.1 Externally Processed Activities

273

4.4.2 Services

275

4.5 Material Procurement and Delivery

277

4.5.1 Material Procurement Processes

277

4.5.2 Delivery from Project

284

4.5.3 ProMan

286

4.6 Billing

289

4.6.1 Milestone Billing

289

4.6.2 Resource-Related Billing

292

4.7 Project Progress

295

4.7.1 Milestone Trend Analysis

295

4.7.2 Progress Analysis

297

4.7.3 Progress Tracking

305

4.8 Claim Management

308

4.9 Summary

312

5 Period-End Closing

313

5.1 Processing Types

314

5.2 Revaluation at Actual Prices

317

5.2.1 Prerequisites for Revaluation at Actual Prices

318

5.2.2 Executing the Revaluation at Actual Prices

319

5.2.3 Dependencies of the Revaluation of Actual Prices

319

5.3 Overhead Rates

320

5.3.1 Prerequisites for the Allocation of Overhead Rates

320

5.3.2 Executing the Application of Overhead

322

5.4 Template Allocations

323

5.4.1 Prerequisites for Template Allocation

324

5.4.2 Executing Template Allocation

326

5.5 Interest Calculation

327

5.5.1 Prerequisites for Interest Calculation for Projects

328

5.5.2 Executing the Interest Calculation for Projects

333

5.6 Results Analysis

335

5.6.1 Prerequisites for the Results Analysis

340

5.6.2 Executing the Results Analysis

348

5.6.3 Event-Based Revenue Recognition

349

5.7 Project-Related Incoming Orders

351

5.7.1 Prerequisites for Project-Related Incoming Order Determination

353

5.7.2 Executing the Project-Related Sales Order Determination

355

5.8 Cost Forecast

357

5.8.1 Prerequisites for and Restrictions of the Cost Forecast

359

5.8.2 Executing and Evaluating the Cost Forecast

360

5.9 Settlement

361

5.9.1 Prerequisites for Project Settlements

362

5.9.2 Executing Project Settlements

370

5.9.3 Settlement of Investment Projects

373

5.9.4 Project Settlement Dependencies

375

5.10 Summary

376

6 Reporting

377

6.1 Project Information System: Structures and Overview Apps

378

6.1.1 Structure/Project Structure Overview

382

6.1.2 Individual Overviews

387

6.1.3 Overview Apps

389

6.2 Project Information System: Financials

391

6.2.1 Hierarchy Reports

392

6.2.2 Cost Element Reports

399

6.2.3 Line-Item Reports

405

6.2.4 SAP Fiori Reports and Analytical Apps

407

6.2.5 PS Cash Management

410

6.3 Logistical Reports

416

6.3.1 Purchase Requisitions and Purchase Orders for Projects

416

6.3.2 Material Reports

418

6.3.3 Capacity Reports

419

6.4 Project Summarization

425

6.5 Summary

430

7 Integration Scenarios

431

7.1 Portfolio and Project Management

432

7.1.1 Project Management

432

7.1.2 Portfolio Management

439

7.2 Commercial Project Management

445

7.2.1 Project Cost and Revenue Planning

445

7.2.2 Project Issue and Change Management

447

7.2.3 Project Workspace

449

7.3 Enhancements on SAP Business Technology Platform

452

7.3.1 Collaborative Project Management

453

7.3.2 Resource Management

455

7.4 Summary

457

C Transactions and Menu Paths

467

C.1 Structures and Master Data

467

C.1.1 Transactions in the SAP Menu

467

C.1.2 Customizing Activities

468

C.2 Planning Functions

471

C.2.1 Transactions in the SAP Menu

471

C.2.2 Customizing Activities

473

C.3 Budget

475

C.3.1 Transactions in the SAP Menu

475

C.3.2 Customizing Activities

476

C.4 Project Execution

476

C.4.1 Transactions in the SAP Menu

476

C.4.2 Customizing Activities

478

C.5 Period-End Closing

479

C.5.1 Transactions in the SAP Menu

479

C.5.2 Customizing Activities

480

C.6 Reporting

481

C.6.1 Transactions in the SAP Menu

481

C.6.2 Customizing Activities

483