Professional Documents
Culture Documents
Table of contents
2. Project Structures
5. Scheduling
6. Execution
8. Information System
Organizational Units & Project Cycle
SAP Modular Structure: Overview
FINANCE
9 PS
LOGISTICS Project
System
HUMAN RESOURCES SD FI
Sales & Financial
Distribution Accounting
MM CO
R3
Materials Controlling
Mgmt.
PP AM
Product Fixed Asset
Planning Mgmt.
QM
Client/Server PS
Quality
Mgmt.
PM
ABAP/4 IM Project
System
Idea
Idea initiation.
initiation. Fund
Fund approval
approval Detailed
Detailed Design.
Design. Procurement.
Procurement. Installation.
Installation. Project
Project close
close out
out
Idea
Idea screening.
screening. Engineering
Engineering Pkg.
Pkg. Materials.
Materials. Pre-commissioning.
Pre-commissioning. ..
Concept Commissing
Commissing
Concept design
design Procurement
Procurement Pkg.
Pkg. Services.
Services. Turn-over
Turn-over toto owner.
owner.
Concept && Startup
Startup plan.
plan.
Concept approval.
approval. Construction
Construction Pkg.
Pkg.
Training.
Training.
Pre-startup
Pre-startup
II M
M Inv. Prog
“Investment Positions”
Appropriation Business Planning Investment
Idea Request Measure
Approval
Planning
Master Data PS
PS
Budgeting
“Pre-Investment”
Fiscal Year
Change
Detailed Engineering
Settlement &
Capitalisation
Procurement
Construction
IM / PS Overview Animation
Investment Program
Budget 110 II M
M
Distributed 110
Plan 130
CO
CO
Investment Position Investment Position Investment Position
Budget 80 Budget 20 Budget 10
Distributed 80 Distributed Distributed
Cost Center
Plan 100 Plan 20 Plan 10
Plan
Budget Actual
Approval
PS
PS
Appropriation Investment Measure
Request “Project” Depreciation FI-AA
FI-AA
Budget 80
Simulation
“Asset Class”
Plan 100 Plan Ver 0 100
Project
Required Asset 1
ACTUAL VALUES
Settlement
AUC
Settlement
Asset 2
FI
FI MM
MM PM
PM
PS Integration Points Animation
Investment Position
II M
M
Budget 100
Distributed 100
Plan 100
PS
PS
Investment Measure /
Appropriation Request CO
CO
Budget
Plan Comm Act Assign
WBS 1.1 100 20 40 65
45 20
60
Cost Center
System Processing status Settlement
Actual / Plan
CRTD BUDG AVAC REL
FI-AA
FI-AA
1100 1400 1500 1700
1000 Settlement 60%
Asset 1
1200 1300 1600 AUC
40%
PM
PM
Invoice Asset 2
FI
FI Material MM
MM Service 5Hrs. Conf HR
HR
PR/PO PR/PO
Project Structure
Project Approach
Assignments
WBS elements
and activities 13-1
WBS Elements
Master Data created in Project System
Networks
A network represents the flow of a project or of a task
within a project.
Cost Center
The cost center master record represents the main organizational
unit in Controlling. Each department units will have their own Cost
center number. Each department will plan and monitor their yearly
Cost Center budget / expenditure on their respective cost centers.
Profit Center
Is an organizational unit in Accounting that reflects a
management-oriented structure of the organization for the
purpose of internal control. Profit Center groups are collections of
Profit Profit centers with similar characteristics.
Center
Activity Types
Activity types define the type of activity that can be provided
by a cost center (work activity, machine hours, and so on).
Activity Types
Overview of Objects in PS
Investment
Investment Programs
II M
M Program
; Capital
; Expense
Appropriation
II M
M
“Investment Requests
Positions”
Appropriation Work Breakdown
Requests
Investment Structures
“Investment Measures” Projects
PS
PS
Maintenance
Orders
PS
PS PM
PM
“Activities” M/Ord
M/Ord
Networks
Project Characteristics
Hierarchy of Parts
Status Control
Tools
; Table controls
Project Versions
What are Work Breakdown Structures used for?
Planning:
Dates:
Planned Costs
Basic Dates
Scheduled Dates
Actual Dates
Periodic Processing:
Overheads
Settlement Budget:
Earned Value Analysis “WBS Structure”
Original Budget
Budget Updates
Release Budgets
Execution: Availability Control
Purchase Requisition
Purchase Order
Project Definition and Work Breakdown Structure
Project Definitions
Project Definitions
WBS Elements
Project Definition
Project
Profile
Responsibilities
Organisational
Dates Data
Project Numbering
V-0691001.00.00.00.00
Company Code
Capital projects
9100 A Ltd
9200 A1 Ltd
Project Coding Mask
I
Coding mask Lock for Lock for
Key 0 = number operative WBS standard WBS
Project Profile
Control
Field Key
Simulation
Status Profile
Organization Controlling
Project Profile
Project Definition
; Project Definition Description
; Person Responsible
; Applicant number
; Plant
; Finish Dates
Project Definition and Work Breakdown Structure
Organisation
&
Responsibilities
Work Breakdown Structures
Operative
Indicators
Structure
Objects
Documentation
WBS Organization and Responsibilities Animation
WBS 1
Project Definition
Key
Profit Center Responsible Cost Center
;
WBS 1 ;
Key
Planning Element Account assignment element
; For planning costs ; For posting actual costs
; Plan/actual cost comparison ; Network / Maintenance Order
assignments
WBS Structure Objects
WBS 1
Partially Rel
Key
Project Milestone Investment Program item
WBS 1
approval
WBS 1.2 WBS 1.4
Key
W
WBS 1
WBS 1.2
W
WBS 1.4
Long Texts
W
PS Text
Key
E.g.. Word Documents
Derivation of the WBS hierarchy
Automatic
derivation
1 V-0691001
2 V-0691001.01
3 V-0691001.01.01
3 V-0691001.01.02
Entries 2 V-0691001.02
Goal
1 V-0691001
1 V-0691001.01
1 V-0691001.02
1 V-0691001.01.01 V-0691001
1 V-0691001.01.02
V-0691001.01 V-0691001.02
Hierarchy Key
level V-0691001.01.01 V-0691001.01.02
Project Levels
Project Levels:
; Each project must have a single Level 1 WBS
; Allows for ease of reporting at a project level
; Structure below Level 1 is determined by phase and other reporting
requirements
INDIRECT
; Transfer from Appropriation Requests
; Transfer Simulation
PROCEDURE
; Copy a template
Template Operative
V-1111111 V-0691001
Include
Template
Finish
Project Builder
Selected
Project
Project
Definition
&
Structure
Worklist
&
Templates
Contents
Status Control
Tools
; Table controls
Project Versions
Networks
Internal Work
Dates, Capacities
Costs External Activity /
Milestones: April Service:
7
Milestone Trend Dates
Analysis Costs
Commitments
Material:
Costs Activity: “Network”
Dates
Dates Costs
Costs Commitments
Periodic Processing:
Mar
Overheads
Settlement April
Network Header and Activities
Network Header
Network Header
Network
Network Activities
Project Field requirements – Network Header
Network Header
; Description
; MRP Controller
Activities and Activity Elements
; External Processing
; Costs, services
; General Cost Activities
Activity Elements
; Work
; External
; Costs General Service
Costs
; Service
Relationships
FS Relationship
SS Relationship
FF Relationship
SF Relationship
Network Graphic Details
Activity Control
key
Activity Duration
number
Days Days Days Description
Specification FS Mechanical Layout FS Procurement
16.02.2000 34 18.02.2000 21.02.2000 34 17.05.2000 18.05.2000 34 08.06.2000
04.04.2000 0 06.04.2000 07.04.2000 0 07.07.2000 10.07.2000 34 28.07.2000
Earliest
FS FS finish
Relationship Days Latest
Electronic Layout Floats finish
21.02.2000 64 31.03.2000
24.05.2000 30 07.07.2000
Work Breakdown Structures & Networks compared
WBS 1
Versus
NETWORK
; Work Control
; Reflects Execution 1100
1200
Activity Assignment to WBS
WBS 1
Date Planning
WBS 1.3 WBS 1.4 WBS 1.5
Cost Planning
Generating Settlement rules
WBS 1.3.1 WBS 1.3.2 WBS 1.5.1 WBS 1.5.2
1100
1200
Different ways of creating Networks
DIRECT METHODS
; “Create” network directly
; Create via Project Builder
INDIRECT
; Project Planning Board and Simulation
; “Create WBS with Activities”.
PROCEDURE
; Create manually or copy a template
Creating a Network Header Animation
Drop here
Click here
Result
Creating Activities
Result
Drop here
Click here
Contents
Status Control
Tools
; Table controls
Project Versions
System Status and User Status control
CRTD PREL
SYSTEM STATUS
The following status are set by the system/user as the project goes through
Its different stages:
…
User Status is Optional (based on Client reqt.)
USER STATUS
The following status are set by the user as the project goes through its different
stages:
10 Initial
; The appropriation request has this status when it is created
(Automatic).
20 A Grp Approval
(Automatic on approval)
Note : User status configuration and usage is totally based on client requirement
and is optional
System Status (1)
Created (CRTD)
CREATED ; Use
9 Initial system status for new WBS elements
9 Allows project structuring, date and cost planning.
9 Allows Budgeting
; Prerequisites
9 The superior WBS element MUST have status Created
Released (REL)
; Use
RELEASED 9 Allows costs and revenues to be posted to the project
9 Passed onto lower level WBS elements
; Prerequisites
9 Created must have been set
….. Cont
System Status (2)
Closed (CLSD)
; Use
CLOSED 9 Prevents actual postings.
9 Prevents network creation.
; Prerequisites
9 Released or Technically complete must have been set.
Status Control
Tools
; Table controls
Project Versions
User Specific Table Control Settings
2
1
Click
Here
1 Column Width
2 Move around
3 User Settings
Contents
Status Control
Tools
; Table controls
Project Versions
Versions in Project Systems
Project Version
Versions
“Project Snapshot”
Can’t be changed!!!
Can be changed!!!
Simulation
ti ve
era
Op
Update
Operative Project
Comparisons
Create
Planning & Budgeting
Business Scenario
Planning Budgeting
Costs: Dates:
Resources:
Contents
Budgeting.
WBS 1
Budgeting.
1200
Scheduling Data
Purchase
Order
PO
Committments
Contents
Budgeting.
Budget Approved
applied for budget
2001
2000
Cost Planning Total
Cost Budgeting
1 E-
E-1399 O P D
2 E-
E-1399-
1399-1 R
...
Annual plan value 3 E- E-1399-
1399-1-1 I
L
N
I
S ... Budget
3 E- E-1399-
1399-1-2 G D T
2 E-
E-1399-
1399-2 I R ...
.
.
N
A
T
O
B ...
T
Bottom-up . L T Top-down
A
extrapolation L distribution
Budgeting Overview
2001 2002
Budget Values
Years
2002
2001
Overall Updates
O R S T
1 Concept R E U R
2 Feasability I T P A
3 Plan G U P N
4 Design S
R L
. F
Structure B N E
. U S M E
. D E R
. G N S
. E T
T S
e ct e ct
r oj r oj
p p
In In
Budget transfer
From project
+- 100
-100 +100
-100 j e ct
r o
In p
Budget Management
WBS: V-06910001
Original Current
Budget Budget
Overall 5,000 7,000
EUR EUR
EUR
Add 1 m Add 5 m EUR
EUR
EUR
EUR
EUR
Budgeting.
PS
PS PS
PS
Materials Services
Materials Materials
Materials Materials
Materials Services
WBS
WBS Element
Element V-0691001.01
V-0691001.01
C/Elem Committed Actual Assigned
4000000 6000 5000 11000
Commitment Management (2)
MM
MM CO
CO
Purchase
Requisition
WBS
WBS Element
Element V-0691001.01
V-0691001.01
C/Elem Committed Actual Assigned
4000000 6000 5000 11000
Purchase
Order
WBS
WBS Element
Element V-0691001.01
V-0691001.01
C/Elem Committed Actual Assigned
Goods
Receipt 4000000 0 11000 11000
Availability Control
No more Funds
WBS 1.1.1 available!!
Business
Events
Budget Comm Actual
Invoice
Total 50 10 40
2002 30 5 25
2003 20 5 15 Availability
check
Purchase
order
Purchase
Requisition
Availability Control Simulation
CO
CO MM
MM PS
PS PM
PM
Materials & Services
Business Scenario
Definition
2000 3000 Material required for performing
an activity or for manufacturing
1000 6000 a product.
4000 5000
Item Category
MM
MM
Procurement of Stock Items
2000 3000
Definition
Material components procured
1000 6000
to stock. Reservations are
4000 5000 generated for stock items.
Material
Reservation
Materials Item Material MRP
Materials Withdrawal Run
Materials Category
Item
“L”
GR Category
Processing
“L” Planned
PR
PO
Processing Convert
Planned
PR
Procurement of Non Stock Items
2000 3000
Definition
1000 6000 Material procured directly by
means of an activity
4000 5000
PR
Commitments
Actual
Costs Purchase
Invoice Requisition
Verification
Materials Request for
Item quotation
Materials
Materials Category Goods Item
“N” receipt
Category Quotation
Entry
“N”
PO
Monitoring Vendor
Selection
PO
Processing
PO
Committments
Account Assignment Category
Account Assignment Category “L” Non Stock
Project Structure
Assigning material
components to
activities initiates
external procurement.
Procurement Steps
WBS 1.1
10
Goods issue
to Network
T-20600
Activity
(Consumption)
Goods receipt
For Purchase
order
Vendor Purchase
Components
Procurement Steps – Purchase Order
WBS 1.1
10
Goods issue
to Network
T-20600
Activity
(Consumption)
Goods receipt
For Purchase
order
Vendor Purchase
EUR
Components
Purchasing Components
WBS 1.1
10
Goods issue
to Network
T-20600
Activity
(Consumption)
Goods receipt
EUR
For Purchase
order
Vendor Purchase
Components
Purchasing Components
WBS 1.1
10
Goods issue
to Network
T-20600 EUR
Activity
(Consumption)
Goods receipt
For Purchase
order
Vendor Purchase
Components
Scheduling
Business Scenario
+ +
Scheduling
Planning different
Shift
calendars
WBS Elements
; BASIC DATES
; FORECAST DATES
; Scheduled Dates
; Actual Dates
Network Header
; BASIC DATES
; Scheduled Dates Network Header
; Actual Dates
Network Activity
; CONSTRAINTS
; Earliest scheduled dates
; Latest scheduled dates
; Actual Dates
Activity Element
; Earliest scheduled dates
; Latest scheduled dates
; Actual Dates
Extrapolate
P1 P2 P1 Dates
Automatically P2
10
20 60
20
10 40 50 80
30 70 30
40
Network 1 Network 2
50
60
70
80
Basic dates in project definition
Example of scheduling
20 6D
3 8
3 8
10 2D 50 3D
1 2 9 11
1 2 2D 3D 9 11
30 40
3 4 5 7
4 5 6 8
10
20
30
40
50
1 2 3 4 5 6 7 8 9 10 11 12 13 Days
Time Constraints
Before Before
After After
Apr Apr
7 7
Actual Dates of Activities
30 30 30
10 40 10 40 10 40
20 20 20
10 10 10
AS PF
20 20 20
AS = Actual start
PF = Provisional finish
Execution
Contents
CN25 Confirmations
Network Confirmation (CN25) -1
Network Confirmation (CN25)-2
Period End Closing
Period End Closing
CO
CO FI
FI
Settlement Rules:
; Receivers
; Distribution Rules
; Settlement
FI
FI AM
AM CO
CO PS
PS
Deriving Settlement Rules
Settlement Strategies
2
Manually for Assets
and Cost Centers
Final
Asset
Asset
Under
Construction
Period End Closing
Reduce released
budget
Return Budget
To IM