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SAP® Project System Handbook

Book Description

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

Table of Contents

  1. Cover Page
  2. SAP® Project System Handbook
  3. Copyright Page
  4. Dedication
  5. About the Author
  6. Contents at a Glance
  7. Contents
  8. Acknowledgments
  9. 1 Introduction
    1. Project System: An Overview of PS
      1. From Start to Finish
      2. Organization
      3. Integration
    2. Summary
  10. 2 Scenarios
    1. A Typical Scenario
      1. A Typical Working Scenario
      2. Elements in the Scenario
    2. Summary
  11. 3 Methods and Styles
    1. Ways of Using PS
      1. Asset Projects
      2. Customer Projects
      3. Service Project
    2. Working with Materials
    3. Working with CRM
    4. Summary
  12. 4 Features of Project System
    1. Structural Elements
      1. Coding Masks: How Project Numbers Are Coded
      2. Project Profiles: How a Project Should Behave—What It’s Allowed to Do
      3. Project Definition: What a Project’s Defaults Are
      4. WBS (Work Breakdown Structure) Elements: The Hierarchical Structure
      5. Templates: How a Project Should Look
      6. Milestones: Things a Project Must Remember to Do
      7. Networks (Part 1): How to Carry Out Tasks in a Specific Way, Order, and Time Period
      8. Networks (Part 2): What Materials and Resources Are Needed to Carry Out a Task
      9. Networks (Part 3): Internal Activities—Planning Internal Resources
      10. Networks (Part 4): External Activities—Planning External Resources
      11. Networks (Part 5): General Cost Activities—Planning Unspecified Costs
      12. Networks (Part 6): Material Components—Planning Materials
      13. Internal Orders: Objects that Can Be Assigned to a Project Structure
      14. Attachments and PS Text: Attachments to the Project Structure
    2. Cost and Resource Planning
      1. Structure Cost Planning via WBS: Direct Entry of Costs Against a WBS Structure, Without Regard to Cost Elements
      2. Detailed Cost Planning via WBS: Planning Costs Against a WBS at Cost Element Level
      3. Detailed Cost Planning via Network: Planning Costs Against a Network Activity Using Cost Elements, Materials, Services, or Activity Types
      4. 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
      5. Plan Versions: Distinct Repositories for Keeping Your Planned Costs Separate
      6. Statistical Key Figures: Objects Used for Storing and Planning Invisible Costs or Consumption
      7. Overheads (CO): Additional Costs Calculated via Costing Sheets
      8. Value Categories: Giving Meaning to Values
    3. Budgeting
      1. Budgeting in Projects: When the Budget Is Controlled from Within a Project
      2. Budgeting in Investment Programs: When the Budget for All Projects Is Controlled by a Capital Investment Program
      3. Availability Control: When You Need to Control Expenditure
    4. Time and Capacity Planning
      1. Dates in WBS: Managing Basic and Forecast Dates
      2. Scheduling in Networks (Part 1): Managing Start/Finish Rules and Executing Scheduling
      3. Scheduling in Networks (Part 2): Managing Start/Finish Rules and Executing Scheduling
      4. Work Centers and Activity Types: Planning Capacities and the Cost of Utilizing the Resource
      5. Workforce Planning: Planning Who Does What, and When
    5. Revenue Planning
      1. Structure Revenue Planning: Direct Entry of Revenue Against a WBS Structure, Without Regard to Revenue Elements
      2. Detailed Revenue Planning: Planning Revenue Against a WBS by Revenue Element
      3. Sales Orders (SD): Revenue Planning via Sales Order (or Quotation)
    6. Execution
      1. Status Management: Setting Project Restrictions (Business Processes) by Status
      2. Actuals: Posting Actual Costs, Revenues, and Dates to a Project
      3. Simulations: Simulating What You Want to Do Before You Really Do It, Without Committing
      4. Project Versions: Snapshots of a Project for Comparison Purposes
    7. Period-End (and Regular Processes)
      1. Settlement: Transferring Actual Values to the “Owner”
      2. Period-End: Executing Regular, Cyclical Processes
      3. Progress (Part 1): Updating and Reviewing a Project’s Progress
      4. Progress (Part 2): Updating and Reviewing a Project’s Progress
      5. Archiving: Taking Your Projects out of the Live System
      6. Billing: Sending the Customer an Invoice
    8. Summary
  13. 5 Configuration
    1. The IMG and Customization
    2. Structures
      1. Coding the WBS
      2. Status Management
      3. Project Profile
      4. Networks
      5. Milestones
      6. Field Selections
      7. Validation/Substitution
    3. Documents
      1. PS Text
    4. Costs
      1. Planned Costs
    5. Dates
      1. WBS Scheduling
      2. Network Scheduling
    6. Material
      1. Procurement
    7. Summary
  14. 6 Tools
    1. The Project Builder
      1. Project Builder Structure
      2. Project Builder Icons
      3. Project Builder Menus
      4. Inside the Project Builder
    2. The Planning Board
      1. Planning Board Icons
    3. ProMan (Project-Oriented Procurement)
      1. Exceptions
      2. Using ProMan
    4. Standard Reporting
    5. Summary
  15. 7 Technical Information
    1. Transaction Codes
      1. CJ and CN Sorted by Code
      2. CJ and CN Sorted by Description
    2. Tables
      1. General Tables
      2. Table Fields
      3. Logical Databases
      4. The Complete IMG
    3. Summary
  16. 8 Tips and Tricks
    1. Design Tips
      1. Projects with Sales Documents
      2. Classes and Characteristics
      3. Object Dependencies
      4. Validations and Substitutions
    2. Project Progress
      1. Progress Analysis
    3. Other Useful Information
    4. Known Limitations
    5. Summary
  17. Index