TABLE OF CONTENTS
INTRODUCTION.........................................................................................................5
1 Structures ..................................................................................................................7
1.1 Operative Structures for Work Breakdown Structure (WBS) ...................7
1.1.1 Define Special Characters for Projects............................................7
1.1.2 Define Project Coding Mask ..............................................................8
1.1.3 Create Status Profile ........................................................................ 10
1.1.4 Define Partner Determination Procedures and Roles ................ 22
1.1.5 Create Project Profile ....................................................................... 25
1.1.6 Create Project T ypes for WBS Elements ..................................... 28
1.1.7 Specify Applicants for WBS Elements .......................................... 28
1.1.8 Specify Persons Responsible for WBS Elements ....................... 29
1.1.9 Define Priorities for WBS Elements ............................................... 30
1.1.10 Define Field Selection for Work Breakdown Structures............. 31
1.1.11 Create User- Defined for WBS Elements ..................................... 34
1.1.12 Maintain Substitutions ..................................................................... 35
1.2 Operative Structures for Network.............................................................. 47
1.2.1 Maintain network types ................................................................... 47
1.2.2 Specify Parameters for Network Type .......................................... 52
1.2.3 Maintain network profiles ................................................................ 54
1.2.4 Set Up Number Ranges for Network............................................. 62
1.2.5 Define Control Key ........................................................................... 62
1.2.6 Account Assignment Categories and Document Types for
Purchase Requisitions..................................................................... 65
1.2.7 Specify person responsible for work center ................................. 67
1.2.8 Define parameters for Subnetworks.............................................. 67
1.3 Operative Structures for Milestones.......................................................... 69
1.3.1 Define Milestone Usage...................................................................... 69
PS Configuration
INTRODUCTION
Projects irrespective of its size require precise planning of the various detailed
activities involved in execution of the project. The project manager has the job
of ensuring that the project is executed efficiently, on time, and within budget -
which he or she achieves by ensuring that the required resources and funds
are available as and when needed.
Projects are generally part of the internal processes of a company. To be able
to control all tasks in project execution, you need an organizational form that
is specific to the project and which is shared by all departments involved.
Before you can carry out a project in its entirety, the project goals must be
precisely described and the project activities to be carried out must be
structured. A clear, unambiguous project structure is the basis for successful
project planning, monitoring, and control.
A project is struc tured as per the following points of view:
ü By structures, using a work breakdown structure (WBS)
ü By process, using individual activities (work packages)
Project managers usually distinguish between two types of project:
ü Externally financed projects
v Custom er projects
ü Internally financed projects
v Overhead cost projects
v Capital investment projects
The Project system has no organizational structures of its own. You
incorporate into your existing structure by making assignments to the
organizational units.
Thus each project starts with the definition and classification of the structures
required for processing and incorporating these into existing enterprise
structure.
PS Configuration
Project System Organizational structure
Project Definition
WBS Elements
Networks
Activities
Internally Processed
Activities
Externally Processed
Activities
General Costs Activities
Material Components
PS Configuration
1 Structures
For configuration we use the following path on the SAP application screen:-
SAP Menu à Tools à AcceleratedSAP à Customizing à SPRO - Edit
Project à
We will not refer the above path henceforth; we will directly refer to the
IMG node.
1.1 Operative Structures for Work Breakdown Structure
(WBS)
1.1.1 Define Special Characters for Projects
IMG à Project System à Structures àOperative Structures à Work
Breakdown Structure (WBS) à Project Coding Mask àDefine Special
Characters for Projects
Here you specify how a project number is coded for editing. You can maintain
the following parameters for editing the project number:
• The length of the key for project coding.
Here you can assign up to five places for the key.
• an indicator specifying whether the key must have this exact length or
whether it can also be shorter
• special characters to enter WBS elements faster
• an indicator specifying whether only coded project numbers can be
used to create projects
Avoid the following special characters: *,+,? and %. These special characters
are used for specific functions in the system.
PS Configuration
Thus for the above configuration our project code will start with a single digit
alphanumeric code.
We have defined a special character = in the field ET (entry tool for wbs
element) as an entry aid. (You can use any character as entry aid, the system
will always copy the identifier of the superior WBS element)
E.g. You want to insert a new wbs element below the wbs element
V-6691001.05
In this case you only have to type in =01, system will automatically
supplement the key as V-6691001.05.01
1.1.2 Define Project Coding Mask
IMG à Project System à Structures àOperative Structures à Work
Breakdown Structure (WBS) à Project Coding Mask à Define Project Coding
Mask
This configuration is already done while creating the investment management
configuration. The Appropriation request number and the Project system
number (Top WBS) will be the same.
Here you define the coding masks for Project numbers. You can create a
coding mask for each key that you plan to use.
PS Configuration
The system determines the coding key that it should use based on the
first character of the coding key.
You can use the following symbols:
• X for alphanumeric characters
• 0 for numeric characters
• special symbols for the structure o f the appropriation request number
We enter the following code mask for key
V -0000000.[Link]
Thus the project number V66910010301 is automatically edited to
V-6691001.03.01
The configuration was already done in Investment management which can be
seen below.
The appropriation request number and the top level wbs element
number will be the same.
Click on
PS Configuration
1.1.3 Create Status Profile
IMG à Project System à Structures àOperative Structures à Work
Breakdown Structure (WBS) à WBS User Status à Create Status Profile
You can set your own user status for an event.
You need to create status profile, create user status and assign various
business transactions whic h will influence the user status.
Click on
Update the following:-
Click
Double click
Update the following:-
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Click on
Click
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Update the following:-
Click on
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Now you need to assign the user status to the business transaction.
Double click
Click on
Update the following:-
PS Configuration
Budgeting permitted.
Release permitted
Write plan line items
Click on
Click to update business transaction for the next status.
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Click
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Click
Click on
Click
Click on
Click
Click on
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Click on
Click
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Double click
Click on
Click
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Click on
Double click
Click
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PS Configuration
Update the following:-
Double click and update the following business transaction.
PS Configuration
1.1.4 Define Partner Determination Procedures and Roles
IMG à Project System à Structures àOperative Structures à Work
Breakdown Structure (WBS) à Define Partner Determination Procedures and
Roles
Here you define partner roles, assign them to keys dependent on the logon
language, and define partner structures and assign partner roles to them.
Double click
PS Configuration
Click on
PS Configuration
Update the following:-
Select
Double click
Click on
PS Configuration
Update the following:-
Click on
1.1.5 Create Project Profile
IMG à Project System à Structures àOperative Structures à Work
Breakdown Structure (WBS) à Create Project Profile
This step has already been configured in Investment Management
configuration step 4.1.2
Here you define project profiles for capital investment measures. The most
important control feature in the project profile of capital investment measures
is the investment profile. You can assign the investment profile in the step
Define investment profiles.
The project profile contains default values such as controlling area, company
code and other control parameters such as the planning method for dates and
PS Configuration
costs. The data that you enter in the project profile will be copied into a project
in its project definition or in the WBS elements which can later be overwritten.
Let us see the configuration parameters for project profile
Double click on
Click
PS Configuration
Remove the costing sheet and interest profile
Click on
PS Configuration
1.1.6 Create Project Types for WBS Elements
IMG à Project System à Structures àOperative Structures à Work
Breakdown Structure (WBS) à Create Project Types for WBS Elements
The project type does not influence program control or screen selection.
You can use the project type as a filtering criterion in the information system
We will use the project type IP.
1.1.7 Specify Applicants for WBS Elements
IMG à Project System à Structures àOperative Structures à Work
Breakdown Structure (WBS) à Specify Applicants for WBS elements
You can define here Applicants for WBS elements
Click on
PS Configuration
Update the following:-
Click on
1.1.8 Specify Persons Responsible for WBS Elements
IMG à Project System à Structures àOperative Structures à Work
Breakdown Structure (WBS) à Specify Persons Responsible for WBS
Elements
You can define here persons responsible for WBS elements
Click on
Click on
PS Configuration
1.1.9 Define Priorities for WBS Elements
IMG à Project System à Structures àOperative Structures à Work
Breakdown Structure (WBS) à Define Priorities for WBS Elements
You can define here priorities for WBS elements. There are already some
standard priorities defined in SAP. We will work with them and not configure
new ones.
PS Configuration
1.1.10 Define Field Selection for Work Breakdown Structures
IMG à Project System à Structures àOperative Structures à Work
Breakdown Structure (WBS) à User Interface Settings à Define Field
Selection for Work Breakdown Structures
Here, you can make a field selection for the screens of the project definition
and the WBS elements.
You can specify modifiable and influencing fields.
PS Configuration
PS Configuration
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1.1.11 Create User- Defined for WBS Elements
IMG à Project System à Structures àOperative Structures à Work
Breakdown Structure (WBS) à User Interface Settings à Create User-
Defined Fields for WBS Elements
User defined text fields can be used as additional information. The user
defined fields are not checked by the SAP system. But checks can be done
through an enhancement.
The fields available are:-
General text fields
Quantity fields
Value fields
Date fields
Check boxes
The key words for the user-defined fields are determined by a key word ID.
Let us see an SAP standard Field key.
Double click
PS Configuration
1.1.12 Maintain Substitutions
IMG à Project System à Structures àOperative Structures à Work
Breakdown Structure (WBS) à Maintain Substitutions
We will create a substitution:-
If responsible person entered in WBS is 200 - Jerry Jones then update the
responsible cost center as 9104001
If responsible person entered in WBS is 201 - Angeline Reyes then update
the responsible cost center as 9104002
PS Configuration
Position the cursor on WBS element and Click
Update the following:-
Click
PS Configuration
Click
Select
Click
PS Configuration
Click
Click
PS Configuration
Update the following:-
Double click
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Double click
Click to scroll down the fields
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Click
The technical names as well as short description will be displayed.
Further click
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Double click
PS Configuration
Click
Click
Update the following:-
Take a drop down in the field and select
Double click
PS Configuration
Update the following:-
Click on
Position cursor on
Click
Click on
Click back and again open
PS Configuration
Double click
Double click
Change 00000200 to 00000201
PS Configuration
Double click
PS Configuration
Update the following:-
Click on
1.2 Operative Structures for Network
1.2.1 Maintain network types
IMG à Project System à Structures àOperative Structures à Networkà
Settings for Networks à Maintain network types
The network type contains information for controlling and managing networks.
In the SAP System, the network is a special form of the work order which has
a structure in common with production, maintenance and inspection orders.
Every network you create must have a network type allocated to it.
Click on
PS Configuration
Update the following:-
Click on
Click on
PS Configuration
Click
Click
Click on
Click
PS Configuration
Click
Click
Click
Click on
Click
Similarly create Network type for activity type account
Click on
PS Configuration
Update the following:-
Click on
Click
Similarly create a group and assign a number range.
PS Configuration
1.2.2 Specify Parameters for Network Type
IMG à Project System à Structures àOperative Structures à Networkà
Settings for Networks à Specify Parameters for Network Type
Here you define the parameters per plant and network type.
Click on
Update the following:-
PS Configuration
Click on
Click
Click on
Update the following:-
Click on
PS Configuration
1.2.3 Maintain network profiles
IMG à Project System à Structures àOperative Structures à Networkà
Settings for Networks à Maintain network profiles
The network profile contains default values and parameters for controlling the
processing of networks, such as control keys for activities.
The data which you enter here in the network profile is copied into the header,
activities, and activity elements when you create a network. You can overwrite
these values in each new network.
Select
Click
PS Configuration
PS Configuration
Update the following:-
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Click
PS Configuration
Click
Press enter
Click on
Select
Click
PS Configuration
Update the following:-
PS Configuration
Click
PS Configuration
Click
Press Enter
Click on
PS Configuration
1.2.4 Set Up Number Ranges for Network
IMG à Project System à Structures àOperative Structures à Networkà
Settings for Networks à Set Up Number Ranges for Network
We had already created the number groups and number ranges while
configuring the network which can be seen by clicking
1.2.5 Define Control Key
IMG à Project System à Structures àOperative Structures à Networkà
Settings for Networks à Define control key
Here you create the control keys for different activities and activity elements.
The control key determines which business transactions are carried out when
an activity is processed whether it is internal activity, external activity or both
is possible.
You specify the indicators and keys for the various func tions in the control
key.
We have used the SAP standard control keys PS01, PS02 and PS05 for
networks.
Let us check the settings.
PS Configuration
Double click
PS Configuration
Let us now check the settings of PS02
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Let us also check the settings for control key PS05
1.2.6 Account Assignment Categories and Document Types for
Purchase Requisitions
IMG à Project System à Structures àOperative Structures à Networkà
Settings for Network Activities à Account Assignment Categories and
Document Types for Purchase Requisitions
Here you specify purchasing item categories and a purchasing document type
for purchase requisitions in the network
PS Configuration
Change the Acct. assgmt. Gen from F to N
Click on
PS Configuration
1.2.7 Specify person responsible for work center
IMG à Project System à Structures àOperative Structures à Network à
Work Center à Specify person responsible for work center
Here we create person responsible for work center for a plant.
Click on
Update the following:-
Click on
1.2.8 Define parameters for Subnetworks
IMG à Project System à Structures àOperative Structures à Network à
Define parameters for subnetworks
Here you maintain the following parameters for subnetworks:-
Network type for the subnetwork
Network type of the activity which is replaced by the subnetwork
Click on
PS Configuration
Click on
Click
Click on
Update the following:-
PS Configuration
Click on
1.3 Operative Structures for Milestones
1.3.1 Define Milestone Usage
IMG à Project System à Structures àOperative Structures à Milestones à
Define Milestone Usage
Here you define milestone usages.
It is used for:-
1) Trigger for earned value analysis
2) It is generally used in the area of engineering and design.
The usages values can be used in selection in the information system
There are standard milestone usages defined in the system.
PS Configuration
à à à à
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