SAP® Project System Handbook

by Dowling, Kieron

• ISBN13: 9780071544504
• ISBN10: 007154450X
• Edition: 1st
• Format: Paperback
• Copyright: 2008-03-20
• Publisher: McGraw-Hill Education

Summary

Centralize and Control Enterprise Project Management Plan, execute, and track projects across the entire lifecycle using SAP Project System (PS) and the in-depth information contained in this comprehensive volume. SAP Project System Handbook explains how to configure PS for optimal performance, design structures and networks, create project blueprints, generate cost estimates and materials demands, and use the latest SAP tools. You will find full details on scheduling work, automating and tracking billing and POs, triggering events, and integrating with most other SAP modules. An invaluable reference to PS transaction codes is also included. Configure and customize SAP Project System Build PS objects, networks, and Work Breakdown Structures Use customer and service projects to track sales and billing Understand Assembly Processing concepts Create integrated cost, settlement, and resource plans Develop financial, workforce, and materials management blueprints Perform resource-related billing using Dynamic Item Processor Profiles Simulate and automatically generate sales documents, POs, and quotations Manage corporate investments with IM structures and AUCs Construct timesaving Project, Network, and Milestone Templates Extend functionality with the Project Builder, Planning Board, and ProMan

Author Biography

Kieron N. Dowling is a highly successful and experienced implementer of SAP's PS and IM (Investment Management) modules. He has more than 12 years of SAP experience.

Table of Contents

Acknowledgments	p. xi
Introduction	p. 1
Project System: An Overview of PS	p. 1
From Start to Finish	p. 2
Organization	p. 2
Integration	p. 4
Summary	p. 5
Scenarios	p. 7
A Typical Scenario	p. 7
A Typical Working Scenario	p. 7
Elements in the Scenario	p. 8
Summary	p. 23
Methods and Styles	p. 25
Ways of Using PS	p. 25
Asset Projects	p. 25
Customer Projects	p. 30
Service Project	p. 33
Working with Materials	p. 33
Working with CRM	p. 35
Summary	p. 36
Features of Project System	p. 37
Structural Elements	p. 38
Coding Masks: How Project Numbers Are Coded	p. 39
Project Profiles: How a Project Should Behave-What It's Allowed to Do	p. 39
Project Definition: What a Project's Defaults Are	p. 40
WBS (Work Breakdown Structure) Elements: The Hierarchical Structure	p. 40
Templates: How a Project Should Look	p. 41
Milestones: Things a Project Must Remember to Do	p. 41
Networks (Part 1): How to Carry Out Tasks in a Specific Way, Order, and Time Period	p. 42
Networks (Part 2): What Materials and Resources Are Needed to Carry Out a Task	p. 42
Networks (Part 3): Internal Activities-Planning Internal Resources	p. 43
Networks (Part 4): External Activities-Planning External Resources	p. 43
Networks (Part 5): General Cost Activities-Planning Unspecified Costs	p. 44
Networks (Part 6): Material Components-Planning Materials	p. 44
Internal Orders: Objects that Can Be Assigned to a Project Structure	p. 44
Attachments and PS Text: Attachments to the Project Structure	p. 45
Cost and Resource Planning	p. 45
Structure Cost Planning via WBS: Direct Entry of Costs Against a WBS Structure, Without Regard to Cost Elements	p. 46
Detailed Cost Planning via WBS: Planning Costs Against a WBS at Cost Element Level	p. 46
Detailed Cost Planning via Network: Planning Costs Against a Network Activity Using Cost Elements, Materials, Services, or Activity Types	p. 46
Easy Cost Planning via WBS: Planning Costs Against a WBS via Unit Costing, but with the Use of Cost Models to Make Data Entry Simpler	p. 47
Plan Versions: Distinct Repositories for Keeping Your Planned Costs Separate	p. 47
Statistical Key Figures: Objects Used for Storing and Planning Invisible Costs or Consumption	p. 48
Overheads (CO): Additional Costs Calculated via Costing Sheets	p. 48
Value Categories: Giving Meaning to Values	p. 48
Budgeting	p. 49
Budgeting in Projects: When the Budget Is Controlled from Within a Project	p. 49
Budgeting in Investment Programs: When the Budget for All Projects Is Controlled by a Capital Investment Program	p. 50
Availability Control: When You Need to Control Expenditure	p. 50
Time and Capacity Planning	p. 51
Dates in WBS: Managing Basic and Forecast Dates	p. 51
Scheduling in Networks (Part 1): Managing Start/Finish Rules and Executing Scheduling	p. 51
Scheduling in Networks (Part 2): Managing Start/Finish Rules and Executing Scheduling	p. 52
Work Centers and Activity Types: Planning Capacities and the Cost of Utilizing the Resource	p. 52
Workforce Planning: Planning Who Does What, and When	p. 53
Revenue Planning	p. 53
Structure Revenue Planning: Direct Entry of Revenue Against a WBS Structure, Without Regard to Revenue Elements	p. 54
Detailed Revenue Planning: Planning Revenue Against a WBS by Revenue Element	p. 54
Sales Orders (SD): Revenue Planning via Sales Order (or Quotation)	p. 54
Execution	p. 55
Status Management: Setting Project Restrictions (Business Processes) by Status	p. 55
Actuals: Posting Actual Costs, Revenues, and Dates to a Project	p. 56
Simulations: Simulating What You Want to Do Before You Really Do It, Without Committing	p. 56
Project Versions: Snapshots of a Project for Comparison Purposes	p. 57
Period-End (and Regular Processes)	p. 57
Settlement: Transferring Actual Values to the "Owner"	p. 57
Period-End: Executing Regular, Cyclical Processes	p. 58
Progress (Part 1): Updating and Reviewing a Project's Progress	p. 58
Progress (Part 2): Updating and Reviewing a Project's Progress	p. 59
Archiving: Taking Your Projects out of the Live System	p. 59
Billing: Sending the Customer an Invoice	p. 60
Summary	p. 60
Configuration	p. 61
The IMG and Customization	p. 61
Structures	p. 65
Coding the WBS	p. 66
Status Management	p. 69
Project Profile	p. 79
Networks	p. 92
Milestones	p. 115
Field Selections	p. 120
Validation/Substitution	p. 124
Documents	p. 127
PS Text	p. 128
Costs	p. 129
Planned Costs	p. 130
Dates	p. 165
WBS Scheduling	p. 166
Network Scheduling	p. 169
Material	p. 175
Procurement	p. 176
Summary	p. 184
Tools	p. 185
The Project Builder	p. 185
Project Builder Structure	p. 185
Project Builder Icons	p. 186
Project Builder Menus	p. 188
Inside the Project Builder	p. 195
The Planning Board	p. 210
Planning Board Icons	p. 211
ProMan (Project-Oriented Procurement)	p. 213
Exceptions	p. 214
Using ProMan	p. 214
Standard Reporting	p. 216
Summary	p. 223
Technical Information	p. 225
Transaction Codes	p. 225
CJ and CN Sorted by Code	p. 226
CJ and CN Sorted by Description	p. 235
Tables	p. 244
General Tables	p. 244
Table Fields	p. 246
Logical Databases	p. 253
The Complete IMG	p. 256
Summary	p. 271
Tips and Tricks	p. 273
Design Tips	p. 273
Projects with Sales Documents	p. 273
Classes and Characteristics	p. 275
Object Dependencies	p. 276
Validations and Substitutions	p. 277
Project Progress	p. 278
Progress Analysis	p. 278
Other Useful Information	p. 285
Known Limitations	p. 286
Summary	p. 286
Index	p. 287
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