SAP® Project System Handbook

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  • Edition: 1st
  • Format: Paperback
  • Copyright: 2008-03-20
  • Publisher: McGraw-Hill Education
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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

Acknowledgmentsp. xi
Introductionp. 1
Project System: An Overview of PSp. 1
From Start to Finishp. 2
Organizationp. 2
Integrationp. 4
Summaryp. 5
Scenariosp. 7
A Typical Scenariop. 7
A Typical Working Scenariop. 7
Elements in the Scenariop. 8
Summaryp. 23
Methods and Stylesp. 25
Ways of Using PSp. 25
Asset Projectsp. 25
Customer Projectsp. 30
Service Projectp. 33
Working with Materialsp. 33
Working with CRMp. 35
Summaryp. 36
Features of Project Systemp. 37
Structural Elementsp. 38
Coding Masks: How Project Numbers Are Codedp. 39
Project Profiles: How a Project Should Behave-What It's Allowed to Dop. 39
Project Definition: What a Project's Defaults Arep. 40
WBS (Work Breakdown Structure) Elements: The Hierarchical Structurep. 40
Templates: How a Project Should Lookp. 41
Milestones: Things a Project Must Remember to Dop. 41
Networks (Part 1): How to Carry Out Tasks in a Specific Way, Order, and Time Periodp. 42
Networks (Part 2): What Materials and Resources Are Needed to Carry Out a Taskp. 42
Networks (Part 3): Internal Activities-Planning Internal Resourcesp. 43
Networks (Part 4): External Activities-Planning External Resourcesp. 43
Networks (Part 5): General Cost Activities-Planning Unspecified Costsp. 44
Networks (Part 6): Material Components-Planning Materialsp. 44
Internal Orders: Objects that Can Be Assigned to a Project Structurep. 44
Attachments and PS Text: Attachments to the Project Structurep. 45
Cost and Resource Planningp. 45
Structure Cost Planning via WBS: Direct Entry of Costs Against a WBS Structure, Without Regard to Cost Elementsp. 46
Detailed Cost Planning via WBS: Planning Costs Against a WBS at Cost Element Levelp. 46
Detailed Cost Planning via Network: Planning Costs Against a Network Activity Using Cost Elements, Materials, Services, or Activity Typesp. 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 Simplerp. 47
Plan Versions: Distinct Repositories for Keeping Your Planned Costs Separatep. 47
Statistical Key Figures: Objects Used for Storing and Planning Invisible Costs or Consumptionp. 48
Overheads (CO): Additional Costs Calculated via Costing Sheetsp. 48
Value Categories: Giving Meaning to Valuesp. 48
Budgetingp. 49
Budgeting in Projects: When the Budget Is Controlled from Within a Projectp. 49
Budgeting in Investment Programs: When the Budget for All Projects Is Controlled by a Capital Investment Programp. 50
Availability Control: When You Need to Control Expenditurep. 50
Time and Capacity Planningp. 51
Dates in WBS: Managing Basic and Forecast Datesp. 51
Scheduling in Networks (Part 1): Managing Start/Finish Rules and Executing Schedulingp. 51
Scheduling in Networks (Part 2): Managing Start/Finish Rules and Executing Schedulingp. 52
Work Centers and Activity Types: Planning Capacities and the Cost of Utilizing the Resourcep. 52
Workforce Planning: Planning Who Does What, and Whenp. 53
Revenue Planningp. 53
Structure Revenue Planning: Direct Entry of Revenue Against a WBS Structure, Without Regard to Revenue Elementsp. 54
Detailed Revenue Planning: Planning Revenue Against a WBS by Revenue Elementp. 54
Sales Orders (SD): Revenue Planning via Sales Order (or Quotation)p. 54
Executionp. 55
Status Management: Setting Project Restrictions (Business Processes) by Statusp. 55
Actuals: Posting Actual Costs, Revenues, and Dates to a Projectp. 56
Simulations: Simulating What You Want to Do Before You Really Do It, Without Committingp. 56
Project Versions: Snapshots of a Project for Comparison Purposesp. 57
Period-End (and Regular Processes)p. 57
Settlement: Transferring Actual Values to the "Owner"p. 57
Period-End: Executing Regular, Cyclical Processesp. 58
Progress (Part 1): Updating and Reviewing a Project's Progressp. 58
Progress (Part 2): Updating and Reviewing a Project's Progressp. 59
Archiving: Taking Your Projects out of the Live Systemp. 59
Billing: Sending the Customer an Invoicep. 60
Summaryp. 60
Configurationp. 61
The IMG and Customizationp. 61
Structuresp. 65
Coding the WBSp. 66
Status Managementp. 69
Project Profilep. 79
Networksp. 92
Milestonesp. 115
Field Selectionsp. 120
Validation/Substitutionp. 124
Documentsp. 127
PS Textp. 128
Costsp. 129
Planned Costsp. 130
Datesp. 165
WBS Schedulingp. 166
Network Schedulingp. 169
Materialp. 175
Procurementp. 176
Summaryp. 184
Toolsp. 185
The Project Builderp. 185
Project Builder Structurep. 185
Project Builder Iconsp. 186
Project Builder Menusp. 188
Inside the Project Builderp. 195
The Planning Boardp. 210
Planning Board Iconsp. 211
ProMan (Project-Oriented Procurement)p. 213
Exceptionsp. 214
Using ProManp. 214
Standard Reportingp. 216
Summaryp. 223
Technical Informationp. 225
Transaction Codesp. 225
CJ and CN Sorted by Codep. 226
CJ and CN Sorted by Descriptionp. 235
Tablesp. 244
General Tablesp. 244
Table Fieldsp. 246
Logical Databasesp. 253
The Complete IMGp. 256
Summaryp. 271
Tips and Tricksp. 273
Design Tipsp. 273
Projects with Sales Documentsp. 273
Classes and Characteristicsp. 275
Object Dependenciesp. 276
Validations and Substitutionsp. 277
Project Progressp. 278
Progress Analysisp. 278
Other Useful Informationp. 285
Known Limitationsp. 286
Summaryp. 286
Indexp. 287
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