Detailed Overview SAP Project System

@ Customer ABC

Presentation Index
Project System

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Presentation Index

Topic
An Overview SAP Application & Modules Enterprise Structure Data in SAP An Overview Project Characteristics Project System Data Types Project System Organisation Structure Master Data Project Definition Master Data Work Breakdown Structure (WBS) Master Data Network Activity Network Activity Process Sequence Master Data Activity Elements Master Data - Milestones Related Master Data From Other Modules Project Characteristic & Phases Project Builder & Project Planning Board Date planning Resource Planning Cost planning Overhead allocation Revaluation at Actual Prices Cash management Budgeting Revenues Milestone Billing Sales Pricing & Resource Related Billing Assembly Processing Materials Commitment Management Confirmations Cross Application Time Sheet (CATS) BOM Transfer Status Management

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Presentation Index Contd

Topic
Claims Management Project Versions Simulations Progress Analysis Results Analysis Period End Closing Mass Change Validation Substitution Interest Calculation Project Oriented Procurement (PROMAN) OPEN PS Archiving SAP PS Reporting Add Topics Here !! Add Topics Here !!

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An Overview
SAP Application & Modules

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SAP ECC 6.0 Application

Cross Application Industry Solutions

Financials

Logistics

HCM

Integrated solutions
MM

SD
Sales & Distribution

FI
Financial Accounting

Comprehensive functionality
CO

Open systems

PP

Materials Mgmt.

Controlling

AA

Production Planning

R/3
Client / Server ABAP
HR IS
Industry Solutions Human Resources

Asset Accounting

Client / server architecture

QM

PS
Project System

Designed for all types of business

Quality Mgmt. PM Plant Maintenance

WF
Workflow

Enterprise data model

Scalability

Agenda

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SAP Technology Environment

Platform Independent Platform Dependent (Basis)

SAP Application Modules

R/3 Data Repository Commun ications Database User Interface

Operating System

Hardware Platform and Environment Enterprise Network

Agenda
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Client Server Architecture

Agenda

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Sample SAP System Landscape

Development
Database Servers

Testing

Production

Application Servers

Presentation Servers

Agenda

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Integration ---- An Example

Projects SD Sales order

MM

MRP

FI / CO

Producti on

Purchase Req Purchase Order

Goods Receipt

Plant maintenance

Stock and consumption accounts updated

Agenda
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SAP ECC 6.0

Enterprise structure

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Enterprise Structure

Company

0001
0001 0002

Company code Purchasing organization Sales organization Plants

0001

1000

2000

3000

4000

0002

0003

0004

0005

Agenda

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Organizational Units

Views

Levels
Group

Cost accounting External logistics

Controlling areas Sales organization Purchasing organiz.

Company codes Financial accounting Valuation areas Internal logistics

(MRP/Production)

Plants
Storage locations/batches/special stocks
Agenda
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Inventory mgmt

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Organizational Units
Operating Concern COPA

Controlling Area

COOM

COPC

ECPCA

Company Code

Focus on External Accounting

Sales Organization Focus on Sales

A A A

Plant

Focus on Manufacturing
Agenda
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An Overview
Project - Characteristics

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What is a Project?

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Project Characteristics

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Project Environment and Constraints

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Project Characteristics

Projects are tasks with particular characteristics: They are usually complex, unique, and involve a high degree of risk. They have precise targets. They are limited in duration, and are cost and capacity intensive. Several departments are involved in a project. They are subject to specific quality requirements. They are of mostly strategic significance. Projects are usually an integral part of a business's commercial processes. To control all the tasks which occur as part of project execution, a projectspecific organizational form needed and it should be in a central position to the user departments involved.

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Phases in Projects

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Project System Functions

Project creation & structuring Planning Budgeting Controlling project status Scheduling Capacity planning Project versions Period end procedures Project reporting

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Project System
Data Types

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Data in SAP Project system

Configuration Data

Project , Budget & Settlement profiles,

Master Data

WBS Element, Network activities, Work Centre,

Transaction Data

Confirmations, POCs, Plan & Actual Dates

Agenda

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Project System
Organisation Structure

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Project System Organizational Units

RUNS ON OTHER ORG UNITS

NO ORGANISATIONAL UNITS OF ITS OWN

Project Definition

Controlling Area Company Code Business Area Profit Centre Plant

WBS Element
Controlling Area Company Code Business Area Profit Centre Plant Company Code Business Area Profit Centre Plant Technical Location Equipment Resp Cost Centre Investment Program Joint Venture

Network Header

Material Components
Purchasing Organization Purchasing Group Plant Storage Location

Internally Processed Activities

Plant Work Center Business Area Profit Center

Externally Processed Activities

Purchasing Organization Purchasing Group Plant Business Area Profit Center

General Cost Activities

Plant Business Area Profit Center

Agenda

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Master Data
Project Definition

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Project Definition:

The binding framework for all organizational element created within a project. Start and end dates for the project can also be defined. Project responsibility can be defined Carries default data for WBS Elements Specifies the Budget settings Specifies the project number and WBS Element numbering Allows / Dis-allows project specific stock valuation

Agenda

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Project Definition

Numbering Project Numbering & Coding Masks

Project Definition

Settings Field Requirements Project Profile

Responsibilities Dates

Organisational Data

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Project Definition & Work Breakdown Structure

Agenda

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Project Coding Masks and Special Characters

Agenda

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Project Profile

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Master Data
Work Breakdown Structure (WBS) Element

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Work Breakdown Structure

Organisation & Responsibilities

Work Breakdown Structures

Operative Indicators

Structure Objects

Documentation

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WBS Element - Functions

Agenda

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What Is a Work Breakdown Structure Used For?

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Sample Project Structure

PROJECT DEFINITION (WBS #)

WBS LEVEL 1 (BUILD WHAREHOUSE)

WBS LEVEL 2 (Design)

WBS LEVEL 2 (Cost Estimate)

WBS LEVEL 2 (Build)

NETWORK (Site Prep)

NETWORK (Initiate Construction)

NETWORK (Evaluate Bids)

ACTIVITY (Grading)

ACTIVITY (Perk Testing)

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WBS Elements Operative Indicators and Organizational Data

Agenda

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Sample Project Structure with WBS

Agenda

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Assigned Objects

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Project Documentation

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Different Ways of Creating Work Breakdown Structures

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Derivation of the WBS Hierarchy Structure

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Hierarchy Graphic

Agenda

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User-Defined Fields in WBS Elements

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WBS Master Data Process Flow

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Master Data
Network activity

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What Are Activities and Networks Used For?

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Different Ways of Creating Networks

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Standard Structures

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Copying Projects from Templates

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Templates of Project Structures

Standardization is one method of ensuring in the initial phase that projects are structured efficiently and economically. By defining standard projects and networks, we can standardize project management in a company by referring back to data that has been derived from existing projects. A further advantage of standardizing project structures is that it makes the processing of projects more transparent, enables the comparison of projects and subsequently facilitates project controlling. In Project System, there are several different standard structures that you can use as templates to create operative structures. Standard networks for creating networks, Standard project definitions for creating project definitions and Standard work breakdown structures for creating work breakdown structures.

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Templates of Project Structures

Standard Project Definition

Standard WBS Hierarchy

Standard work breakdown structures are neutral project structures that can be used as templates to create other standard or operative work breakdown structures. A standard WBS has the individual tasks (WBS elements) by which the project is structured, as well as general organization data.
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Network Type and Network Profile

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Network Activities
External Processing:  Purchasing of work / services

Internal Processing:  Work / Services performed inhouse

Costs Activity:  Planning of additional primary costs

Services:  Purchasing of services with service specifications

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Network Activities - Functions

Agenda

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WBS Structure and Networks - Example

WBS
13 1000

Network
1100

13-1

13-2

13-3

13-4

1050 1060

3000

1140 13-1-1 13-1-2 13-2-1 13-2-2 2000 1050 1030 1060 1100 1080 3000 1120

1170

1000 1000 1080 1030 1120

1140

1170

2000

13 Elevator 13-1 Engineering 13-1-1 Elec.parts 13-1-2 Mech.parts

13-2 Procurement 13-2-1 Elec.parts 13-2-2 Mech.parts

13-3 Assembly 13-4 Insurance

1060Procurement::Motor 1000 Layout 1100Procurement: Elec. 1030 Engineering: parts Mech.parts 1140 Assembly 1050 Engineering: Elec.parts 2000 Acceptance 1120 Procurement:: Car 1170 Release 1080 Procurement: 3000 Insurance Mech.parts

Agenda

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Project Structures Assignment

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Assignment of WBS

Agenda

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Networks

 Network represents the flow of a project or of a task within a project  Various structural elements can be graphically displayed for a project and their interdependencies in Project System.  Networks are used as a basis for planning, analyzing, controlling and monitoring schedules, dates and resources (such as people, machines, PRTs, materials, documents and drawings).  Networks can be assigned to a project or a sales document, such as a sales order.  A network is a special type of work order that has the same structure as production orders, maintenance orders, and inspection orders in the ERP system.  Network consists of the following:  Activities  Activity Elements  Relationships
Agenda
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Network Structure

Agenda

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Network Activities

Agenda

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Network Structure with Activities

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Sub Networks

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Activity Relationships

Agenda

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Network Maintenance Options

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Network Structure Graphic

Agenda

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Network Structure Graphic Additional Functions

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Internal Activity Details and Work Center

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External Processing Details

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Network Activity
Process Sequence

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Internal processing

Agenda

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External Processing/Services

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Master Data
Activity elements

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Activities and Activity Elements

Four Types of Activities

Internal Processing External Processing Costs, services General Cost Activities
Internal External

Reference Dates from Activity

Start or Finish

Activity Elements
Work External Costs Service
General Costs Service

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Activity Elements - Functions

Agenda

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Master Data
Milestones

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Milestone Functions (for WBS)

Agenda

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Milestone Functions

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Activity Milestones

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Milestones Usage

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PS Texts, Documents, Milestones

Agenda

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Related Master Data

From other modules

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Project System Master Data Integration

Related master data from other modules

Materials - MM Service Specifications - MM Work Centre - PP Production Resources & Tools - PP Activity Type - CO Cost, Revenue & Secondary Cost Elements - CO Statistical Key Figures - CO Cost Centers - CO Equipment - PM Functional Location - PM Employee master - HR
Agenda
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Project Characteristics & Phases

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Project System - Characteristics

Agenda

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Aspects of Project Execution

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Phases in a Project (Customer Project)

Agenda

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Project Builder & Project Planning Board

Central transactions

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Project Builder & Project Planning Board

Project Builder   Primarily used for creating & maintenance of structures Single window transaction

Project Planning Board:   Primarily used for scheduling and resource planning Based on Gantt chart

Agenda

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Project Builder

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Project Builder

Agenda

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Project Planning Board

Agenda

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Project Planning Board: Integration

Agenda

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Project Processes
Date Planning

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Date Planning

In this component you plan and check dates in the Project System. The purpose of date scheduling is to determine the duration, schedule dates, float times and critical paths. You enter dates in the work breakdown structures and individual networks. You can check and change them in all stages of a project.

  

Agenda

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Where do you Maintain Dates in Project System

Project Dates
Project definition


BASIC DATES

WBS elements

  

BASIC DATES FORECAST DATES Scheduled dates Actual dates BASIC DATES Scheduled dates Actual dates CONSTRAINTS Earliest (scheduled) dates Latest (scheduled) dates Actual dates

Network header

  

Network activity

  

Activity element
SAP AG 2003

  

Earliest (scheduled) dates Latest (scheduled) dates Actual dates

BOLD = Manual planning dates Italics = Dates calculated by the system

Agenda

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Function of Dates

Dates (1)
Planning form

Sets of dates
 Basic dates  Forecast dates  Actual dates

Scheduling

Scheduled start/finish

Check dates
WBS/ WBS WBS/ network

Planning different calendars

Monday Monday Monday May 30 Not a workday

Inherit

1
Extrapolation
+ +

Shift

SAP AG 2003

Agenda

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Actual Dates

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Scheduling

How is scheduling carried out in Project system?

 Scheduling the Work Breakdown Structure The system calculates the dates for an entire project or a portion of the project (sub tree) with all associated activities when you select the scheduling function. Scheduling the Overall Network In overall network scheduling, the system schedules all networks which are linked with relationships Project Scheduling In project scheduling you can schedule the project with all assigned activities, as in WBS scheduling. Additionally you can decide whether just networks are scheduled or whether service and maintenance orders are also scheduled. Network Scheduling Scheduling determines the earliest and latest start and finish dates for carrying out activities in the network and calculates the required capacity requirements as well as the slack time or "floats".

Agenda

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Scheduling

Scheduling

Earliest/latest dates relationship

Scheduled start/finish Network header

Earliest/latest activity dates

Buffer
B A
E

- Forward scheduling - Backward scheduling - Scheduling from current date - No scheduling

Capacity requirements for each activity

Activity element Activity element

Requirements date Material

Scheduled date Milestone
SAP AG 2003

Earliest/latest dates activity element

Agenda

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Scheduling

WBS / Overall Network Scheduling

Network scheduling

WBS scheduling

Scheduling of the overall network

SAP AG 2003

Agenda

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Bottom-Up Planning
Project planning board
WBS
P
Extrapolate Dates Automatically

P1

P2

P1

P2

20 10 30 40 50

60 80 70

10 20 30 40 50 60 70 80
Basic dates in project definition
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Network 1

Network 2

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Scheduling Scenarios

Agenda

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Scheduling Floats
20 3 3 10 1 1 2D 2 2 6D 8 8 50 9 9

30 3 4

2D 4 5

40 5 6

3D 7 8

3D 11 11

10 20 30 40 50 1 2 3 4 5 6 7 8 9 10 11 12 13 Days

Earliest Start Date

Earliest Finish Date

10 1 1
Latest Start Date

2D 2 2
Latest Finish Date

Legend
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Time Constraints

1
Before

Start

2
Before

Start

Finish

After

After

For activities, time constraints set 1. An exact start / finish 2. The earliest value limit
( ( = must) = not before)

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Project Processes
Resource Planning

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Resources

This component is used to plan the resources required for the work that is carried out internally in a project. i.e. the work that is not procured externally via purchasing You specify the work and the work center where this work is to be carried out in the internally processed network activity. During scheduling the system determines the capacity requirements for the project. In projects the most important resource is the project staff. Workforce Planning enables you to distribute work from network activities to people, positions, and HR organization units according to periods.

   

Agenda

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Resources

Agenda

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Resource planning

Agenda

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Workforce planning

Agenda

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Internal Processing
Work: 500hrs Output provided to complete activities

1200
Organisational unit Where an activity is carried out or work output is provided.

Work Center

Scheduling Data

Capacity Available

Cost Center
Responsible Persons Cost Center Data

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External Processing
Work Performed by a third party (Vendor) 1300
Description Material Group Purchasing Group Quantity & Unit Price per Unit
Entry of Services performed PO Processing Invoice Verfication

PR Committments
Purchase Requisition Bid Invitation

Actual Costs
Good Receipt / Service Receipt

Quotation Entry

Vendor Selection

Vendor
Purchase Order

1000

PO Committments

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Project Processes
Cost Planning

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Project Processes

Transactional data
Date Planning Resource Planning Cost Planning Budgets Sales Pricing & Resource Related Billing Revenues Purchasing Confirmations Time Booking (Cross Application Time Sheet) Milestone Billing BOM Transfers Status Management Claim Management Simulations Overhead Allocation Progress Analysis Result Analysis Project Closing & Period Settlements

Agenda

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Cost planning

 

Purpose: To plan, monitor and control project costs Integration: The component is tightly integrated with other SAP Modules, such as 1. 2. 3. 4. CO - Controlling FI - Financial Accounting PP - Production Planning and Control MM - Materials Management

Agenda

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Cost Planning in Projects

Agenda

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Network Costing

Agenda

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Network Costing Paths

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Header-Assigned Networks

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Activity-Assigned Networks

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Project Cost Planning Using Activities

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Cost Planning Using Cost Activities

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Costs Activity Details

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Invoicing Plan

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Easy Cost Planning

Agenda

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Execution Services

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Planned Internal Activity Costs

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Project: Assignment of Orders

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Appended and Apportioned Orders

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Tables for Order Values

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Costing Parameters for: Network

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Costing Variant: Valuation Variant

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Order Categories and Order Types

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Process Costs for Projects

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Process - Definition and Rate

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Cost integration using account assignment

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Cost integration using account assignment

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Cost Forecast : function

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Project Processes
Overhead Allocation

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Project Processes

Transactional data
Date Planning Resource Planning Cost Planning Budgets Sales Pricing & Resource Related Billing Revenues Purchasing Confirmations Time Booking (Cross Application Time Sheet) Milestone Billing BOM Transfers Status Management Claim Management Simulations Overhead Allocation Progress Analysis Result Analysis Project Closing & Period Settlements

Agenda

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Overhead Calculation

Agenda

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Overheads

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Costing Sheet

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Project Processes
Activity Type Revaluation at Actual Prices

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Revaluation at Actual Prices

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Revaluation at Actual Prices

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Project Processes
Cash Management

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PS Cash Management

Project Cash Management enables you to look at project-related payment flows by supplying information on the timing of payments into and out of your project. It also plans and monitors the payment flow from the project point of view. Project Cash Management thus differs from Cash Budget Management and Cash Management in Treasury (TR), which monitor the payment flow for the whole business.

 

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PS Cash Management

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Project Processes
Budgeting

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Planning versus Budgeting

Planning
 Externally Financed Projects  Cost -oriented (cost elements , plan versions, period values)  Easily changed; line items created if desired  No availability check

Budgeting
 Internally Financed Projects Funds -oriented (original, supplements, returns , annual values)  Binding values; line items for each change  Availability check: For eg. Warning at 95% Error message at 110%

"FUNDS REQUESTED"

"APPROVED FUNDS"

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Cost Planning and Budgeting

Agenda

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Budgeting Overview

Agenda

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Availability Control
No more Funds available!!

WBS 1.1.1

Business Events
Invoice

Budget Comm Actual Total 2003 2004 50 30 20 10 5 5 40 25 15

Availability check

Checks overall funds available

Purchase order Purchase Requisition

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Availability Control
Budget 200 000

Budget 120 000 Actual 80 000

Budget

80 000 At 110% budget completion, An error message is Posted by the system and mail Sent to the responsible person.

76 000 Assigned 101 000

Commitments 25 000

Activities 76 000 At 95% budget completion, A warning message is Posted by the system. NOTE: Percentages differ across project processes

Actual costs 80,000

Commitments
(purchase order, purchase requisition, funds reservation)

Networks / Orders 76,000 Items within budget are Successfully posted.

25,000

CO

MM

PS

PM
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Assigned Funds & Availability Control

Agenda

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Budget Distribution from Investment Management

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Project Processes
Revenues

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Revenue Planning

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Revenue Planning : Overview

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Manual Revenue Planning

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Creating Billing Plans

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Billing Plan: Structure

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Account Assignment in Sales Document

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Sales Order and Billing Plan

Agenda

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Sales Document Structure

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Functions in Sales Orders

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Item Categories

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Requirements Determination

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Requirement Class

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Account Assignment Categories

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SD: Account Assignment and Processes

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Project Processes
Milestone Billing

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Project processes

Transactional data
Date Planning Resource Planning Cost Planning Budgets Sales Pricing & Resource Related Billing Revenues Purchasing Confirmations Time Booking (Cross Application Time Sheet) Milestone Billing BOM Transfers Status Management Claim Management Simulations Overhead Allocation Progress Analysis Result Analysis Project Closing & Period Settlements

Agenda

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Milestone billing

Agenda

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Milestone billing

Agenda

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Milestone Billing Plan in Projects

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Billing Plan in Sales Documents

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Project Processes
Sales Pricing & Resource Related Billing

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Project processes

Transactional data
Date Planning Resource Planning Cost Planning Budgets Sales Pricing & Resource Related Billing Revenues Purchasing Confirmations Time Booking (Cross Application Time Sheet) Milestone Billing BOM Transfers Status Management Claim Management Simulations Overhead Allocation Progress Analysis Result Analysis Project Closing & Period Settlements

Agenda

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Sales Pricing

Agenda

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Sales Pricing Views

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Dynamic Item Processor

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Customizing: DIP Profile

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Resource-Related Billing

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Resource-Related Structure

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Project Processes
Assembly Processing

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Automatic Creation of WBS Elements Assembly Processing

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Assembly Processing with WBS

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Assembly Processing

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Project Processes
Materials

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Materials Planning

Purpose To monitor the material requirements and costs in projects, to control the flow of materials and for scheduling. Integration Material forms a link from a project to Sales, Materials Management (Purchasing and Inventory Management), and Production Planning and Control. Material requirements in projects form the basis for procurement, whether the material is produced in-house (production) or procured externally (purchasing). Materials can be attached to the activities  Directly  Through BOM

Agenda

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Materials

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Materials in Projects

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Integration with MM and PP

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Purchasing Process

Agenda

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Direct Procurement

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Purchasing Non-stock Components

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Procurement Using Requirements Planning

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Managing Stocks of Material Components

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Collective Stock: Quantities and Values

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Valuated Project Stock: Quantities and Values

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Non-Valuated Project Stock: Quantities and Values

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Third-Party Orders

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Integration with MM
Definition 2000 3000 6000 4000 5000 Item Category
Material required for performing an activity or for manufacturing a product.

1000

Materials Materials Materials

Project Stock

Plant Stock

Non Stock

Stock Item L

Stock Item L

Non-Stock Item N

Purchase Req.

Reservation

Purchase Req.

MM
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Services
2000 3000 6000 4000 5000

1000

Services
Allows you to define services to be procured. Individual service specifications can be created for each planned procurement in the Purchasing document.

Services
Description Material Group Purchasing Group Service Specifications

Service Number Planned Services Service Master Or text / value Unplanned Services

Value Limit

Vendor 1000
Purchase Order

Purchase Requisition

Value Check

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External Services Management

2000 3000 6000 4000 5000
Actual Costs
Invoice Verification Purchase Requisition Bid Invitation

1000

PR Commitments

Services

Services Finally Complete

Item Category D
PO Processing

Quotation Entry

Service Entry Sheet

Vendor Selection

PO Commitments

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Account Assignment Categories

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Valuation of Project and Sales Order Stock

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Tables for MM Integration

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External Processing

Agenda

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Project Processes
Commitment Management

Easy EC&O

Commitment Management
PS PS PS

2000 1000 4000 Materials Materials Materials

3000 6000 5000 1000

2000

3000 6000 1000

2000

3000 6000

4000 Services Materials Materials

5000

4000 Notifications Materials Materials

5000

Materials

Services

Claims Notifications

MM

Purchase Req

Purchase Order

WBS Element DS-0310001: General C/Elem 4000000 Committed 6000 Actual 5000 Assigned 11000
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MM

Commitment Management

Purchase Requisition

WBS Element DS-0310001: Server C/Elem

Purchase Order

Committed 6000

Actual 5000

Assigned 11000

4000000

WBS Element DS-0310001: Server C/Elem

Goods Receipt

Committed 0

Actual 11000

Assigned 11000

4000000

Commitment management allows you an early recording and analysis of such commitments for their cost and financial effects.
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Confirmations

Easy EC&O

Confirmation Options

Agenda

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Confirmation
Confirmations document the state of processing for activities and activity elements in a network. It can be used to forecast progress in the future. Precise confirmations are very important for realistic and accurate project planning.

  

Features: You control the following business functions via confirmations:  Reduction of work center capacity load  Update of the actual costs based on the confirmed data  Update of network data, such as duration, work, and status  Update of dates for WBS elements  Copy actual dates to milestone (depending on degree of progress)  Removal of the billing block in the billing plan  Backflushing and unplanned withdrawals of material components  Posting of open reservations  Activation of milestone functions

Agenda

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Cross Application Time Sheet (CATS)

Easy EC&O

Cross application time sheets (CATS)

Agenda

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Project Processes
BOM Transfer

Easy EC&O

Project processes

Transactional data
Date Planning Resource Planning Cost Planning Budgets Sales Pricing & Resource Related Billing Revenues Purchasing Confirmations Time Booking (Cross Application Time Sheet) Milestone Billing BOM Transfers Status Management Claim Management Simulations Overhead Allocation Progress Analysis Result Analysis Project Closing & Period Settlements

Agenda

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Transferring BOMs

Agenda

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Project Processes
Status Management

Easy EC&O

System Status and User Status

Agenda

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Status Function

Agenda

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System Status

The following status are set by the system/user as the project goes through Its different stages: CRTD Created (Automatic) REL Released (Manual) LKD Locked (Manual) UNLK Unlock (Manual) BUDG Project Budgeted (Automatic) AVAC Availability Control Activated (Automatic) TECO (Manual)

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Status Profile

Agenda

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Project Processes
Claims Management

Easy EC&O

Project Processes

Transactional data
Date Planning Resource Planning Cost Planning Budgets Sales Pricing & Resource Related Billing Revenues Purchasing Confirmations Time Booking (Cross Application Time Sheet) Milestone Billing BOM Transfers Status Management Claim Management Simulations Overhead Allocation Progress Analysis Result Analysis Project Closing & Period Settlements

Agenda

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Claims

Agenda

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Claim Management Functions

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Claim Data

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Connecting a Cost Collector to a Claim

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Customizing for Claims

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Cost integration of claims

Agenda

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Evaluation of Claims

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Project Processes
Project Versions

Easy EC&O

Creating Project Versions

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Versions in the Project System

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Project Versions

      

A project version shows the state of the project at a certain point in time or at a certain status. Are the basis for statistical evaluations, for example, in earned value analysis. Can be used in Milestone Trend Analysis. Document (as a history) the state of the project in the past. Can be used for comparison purposes. Project versions are a "snapshot" of a project at a certain point in time. Plan versions are created in accounting and store the various costs plans for a project, such as best and worst case scenarios.

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Simulations

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Simulation Version

When you are planning complex projects, for instance in engineering-to-order, it is often necessary to simulate and save changes to a project, without affecting the operative project. To do so, you use simulation versions that can be changed, costed and scheduled.

Agenda

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Simulation Versions - Flow

Agenda

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Simulation Version Key & Profile

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Version Keys and Simulation Profiles

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Evaluation of Simulation Versions

Agenda

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Progress Analysis

Easy EC&O

Project Progress

  

You use the planning phase of your project to plan how you want your project to progress. However, errors in planning or unforeseen events may cause the project to vary from the plan. The project objective will then only be achieved if project management identifies these variances early on and takes prompt action to correct them. To this end, project management requires constant access to current information about:  Project status The state of the project at a particular time, as derived from actual data on costs, dates, and capacities.  Project progress The progress of the project towards achieving its goal, as of a particular time, compared with planning Expected project development

Agenda

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Progress Analysis : Basic Concepts

Agenda

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Progress Value Determination: Measurement Methods

Agenda

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Progress Determination : Function

Agenda

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Project Progress / Analysis

Progress Analysis

 Progress Analysis/ Earned Value

 Cost-to-Complete Cost-to-Complete Milestond Trend Analysis Progress Tracking

 Milestone Trend Analysis

X X

 Progress Tracking

Agenda

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Progress Analysis

 

Progress analysis is the tool used to determine planned and actual project progress values, and to compare the two sets of data. The system uses the overall planned costs to evaluate the work done, meaning that the evaluation is not dependent on the costs planned or posted by period.

Agenda

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Earned Value Management (EVM)

Common terminologies in EVM  Planned POC : How far should my project progress by a particular point in time?         BCWS: Budgeted cost of work scheduled Actual percentage of completion (POC): How far has my project actually progressed? BCWP : What is the planned value of the actual work performed? ACWP: What costs have already been incurred for the project? SV = BCWP BCWS: Are schedule variances occurring? CV = BCWP ACWP : What are the costs resulting from schedule variances? CPI = BCWP /ACWP : How accurate was my planning? EAC: What are the total costs to be expected if the cost variance continues?
Agenda
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Progress Analysis: Calculation

Agenda

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Project Processes
Results Analysis

Easy EC&O

Result Analysis : Objective

Agenda

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Overview of Result Analysis

Agenda

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Project Processes
Period End Closing

Easy EC&O

Period End Closing Procedures

Agenda

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Aspects of Settlement

Agenda

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Settlement Scenarios

Agenda

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Multi-Level Settlement : Direct Settlement

Agenda

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Periodic Settlement Processing Investment Projects

2 Final Settlement to Fixed Assets

1 Periodic Settlement to AUC

Asset Under Construction

Final Asset

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Generating Settlement Rule for a WBS

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Determine Settlement Strategy for WBS Element

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Deriving Settlement Rules for Activities

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Indicators in the Settlement Profile

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Settlement: Debit and Credit

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Maintaining Settlement Rules

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Settlement Structure

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PA Settlement Structure

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Assets Under Construction Flow Chart

START

Capital Project

Create Investement Profile on Project

Release

Is this a capital project?

Yes

Create AUC

Monthly Sttlmnt settles capital WBS to AUC

Monthly Sttlmnt settles non-capital to exp receiver

Create NonCapital WBS Elements

No

END

Closed and ready for depreciation

Project Completed

All asset under AUC final

Changes status from AUC to TECO

Finished Building

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Project Closing Case Flow Diagram

Final Settlement from AUC to Assets Reduce released budget

Return Original Budget

Delete unused WBS Elements

Clear Project Stock

Update all WBS Elements to TECO

Close project definition

Perform Budget Return check

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Schedule Manager

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Project Processes
Mass Change

Easy EC&O

Mass Change

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Mass Change

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Project Processes
Validation

Easy EC&O

Validation

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Project Processes
Substitution

Easy EC&O

Substitution

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Project Processes
Interest Calculation

Easy EC&O

Interest Calculation

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Project Processes
Project Oriented Procurement (PROMAN)

Easy EC&O

Project- Oriented Procurement Proman

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Project Processes
Open PS

Easy EC&O

Open PS

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Project Processes
Archiving

Easy EC&O

Benefits of Archiving

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Purpose of Archiving Objects

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Easy EC&O Archiving Steps

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Deleting Without Archiving

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Archiving Objects

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Reports & Analysis

SAP PS reporting

Easy EC&O

Project System Information System

Agenda

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Information Systems

Purpose
   The Project Information System is a flexible, comprehensive information System. you can use to monitor and control your project data. You can evaluate individual projects, partial projects, or multiple projects.

Features  You can run recurring standard reports and create your own reports to meet your specific information needs and tasks.  You can display all data in the information system immediately after entering it or can run the reports in the background.  This also includes reports offering different degrees of detail, summarizations, and views of current data, version data, and archive data for: Structures Controlling Progress Resources Material
Agenda
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Structure Overview and Individual Overviews

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Structure Information System: Functions

Agenda

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Structure Information System : Graphical Evaluation and Data Export

Agenda

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300

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Hierarchy Reports

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Cost Element Reports

Agenda

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302

Easy EC&O

Evaluation Using Cost Reports

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SAP Business Information Warehouse

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304

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Line Item Reports

Agenda

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Easy EC&O

Information Systems

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Level of Detail

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Evaluation Using Cost Reports

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Agenda

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Thank you!

Indrajit

+91 9052230808

Indrajit_Das@satyam.com

Chinnababu

+91 9000525299

Chinnababu_Chavakula@satyam.com

Agenda

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Safe harbor

Satyam 2008
This is solely for the use of Satyam only. Without prior permission, no part of it may be circulated, quoted or reproduced outside of the organization. satyam.com

Agenda

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