2802 project systems enhancements since forever

Gerald B. SteelePlatinum Consultant, SAP America, Inc.Tuesday, May 14, 2013

Special thanks to Dr. Mario Franz and PLM Development

2802: Project SystemsEnhancements Since Forever

2013 Annual ASUG Conference

Gerald B. SteelePlatinum Consultant, SAP America, Inc.

Special thanks to Dr. Mario Franz and PLM Development

Project Systems Delta4.5a ECC 6.0, Ehp6 &

Commercial ProjectManagement

Compiled & Maintained by Gerald Steele, SAP AmericaCompiled & Maintained by Gerald Steele, SAP America

Purpose & Goals: Project Systems Delta 4.5a ECC 6.0

The purpose of this presentation is to provide an overview and some level of detailsregarding the delta in functionality from Project Systems in the R/3 environment fromrelease 4.5a through 4.7 (Enterprise) and from 4.7 through ECC 6.00 EnhancementPack 6 including Commercial Project Management.

It cannot serve as a complete detailed discussion of every change to the IMG andPS. For greater detail, it is strongly recommended that a complete review of therelease notes be performed. These release notes are available by release and athttp://help.sap.com under release notes.

The goal of this presentation is to provide the user with a better understanding of thesignificant changes made to Project Systems and where (s)he can best focus theireffort in Change Management.

Due to the time constraints of this session, we will only cover a small number of thesignificant changes to PS by release.

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Delta 4.5 to 4.6Delta 4.6 to 4.74.7 Extension Set 1.104.7 Extension Set 2.00ECC 5.0ECC 6.0ECC 6.03

ECC 6.04ECC 6.06CPMECCECCECCECC


Delta from 4.5 to 4.6 - Overview

New Project Transaction Project Builder (CJ20N) Single point of entry for project structure maintenance

Project Organization You can now define a project organization for each WBS element.

Network Validation & Substitution You can now carry out validation and substitution for networks.

PS BAPIs The BAPIs for the Project System have been grouped together in the EPS 4.0 interface (EPS: External

Project Software)..

Project Oriented Procurement and Production (CNMM) Available with an OSS note in 4.6c Provides a single screen/transaction to manage project-related materials

Project simulations can be managed using Project Builder in addition to Project Planning Board

While there are other enhancements, these represent the most significant improvements

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Project Builder 1/3

The Project Builder makes it possible to create or change work breakdown structures andnetworks together or individually. You can quickly switch between different views (overviews anddetail screens), graphics and the project planning board.

In its functionality the Project Builder consists of a browser view designed to replace the oldstructure planning transaction as well as the transactions for editing single work breakdownstructures and networks.

After you have started the Project Builder three screen areas appear:

In the top left screen area the hierarchy of the project structure is displayed in a structure tree.You can change the structure easily with Drag and Drop.

The bottom left screen area contains a user-specific variable work list and templates. Here youcan use the data from the last five projects you have worked with, and store existing project dataand standard templates for creating new objects.

The right-hand screen area is used to display or edit the project objects (in detail screens andoverviews).

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Project Builder 2/3

Following new features and enhancements are available in the Project Builder :

Combining transactionsPreviously there were separate transactions for creating, changing and displaying objects. These have beencombined in one single transaction in the Project Builder. After you start the transaction you are, in the rule, inchange mode. If you only have display authorization or the data is locked by another user, a message appearsand the system switches automatically to display mode. It is possible to switch between the two modes.

Browser view: Improved overview and simplified navigationThe screen, split into three areas, offers you an better overview of your project structure as well as simplifyingnavigation. Creating new objects in a project is now much easier. It is also now possible to go back to screensthat you have already processed.

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Project Builder 3/3

Intuitive handlingAn optimized context sensitive menu (right-hand mouse button) enables more efficient menu control. You canuse Drag & Drop in the structure tree and worklist/templates to simplify processing of your project structure.

Saving user-specific dataYou can decide where you want to start work in the Project Builder, in the structure display, the projectplanning board or the display last used. You make the corresponding settings in the user-specific settings. Hereyou also determine whether the last data you edited should be loaded as a preview the next time you work inthe Project Builder.

In a separate screen area you can switch between a worklist and templates:In the worklist you user-specifically store the project data that you use frequently to retrieve quickly later. Thelast five projects you have worked on are also listed in the worklist.

The templates simplify creating new objects in your current project. Here you can select new objects, copyexisting project objects or include standard templates from which to copy. You can move objects in and out ofthe worklist and templates using Drag & Drop.

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Project Organization

Project Organization for WBS Element

You can now define a project organization for each WBS element. You can then assign thehuman resources involved in the relevant work package to this organization. Once you havedone this, the system defaults the human resources in the project view Work Apportionment toHuman Resources where you can assign them to activities.

Organization -> Assignments

The tab page previously called Organization is now called Assignments.

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Network Validation & Substitution

You can now carry out validation and substitution for networks too. Previously thiswas only possible for work breakdown structures.

You use validation to check values and combinations of values when you enterthem in the Project System; with substitution you can replace them.

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Project Systems BAPIs 1/2

In Release 4.6A there are new BAPIs (Business Application Programming Interfaces). Thefunctions of existing BAPIs have also been enhanced.

The following object types are now also supported:

Milestones for WBS elements

Milestones for network activities

Activity elements

Material components (display only)

The object types Project und Network , which are avaialble since Release 4.0A, can now havethe Locked staus set and removed.

You can display subtrees of the WBS hierarchy by entering a WBS element in theIWbsElementTable parameter in the WorkBreakdownStruct.Getdetail BAPI.

In the case of the Network.Getinfo, Network.Getdetail, and WorkBreakdownStruct.Getinfo BAPIs,it is now possible to restrict the object types that are processed by setting an indicator.

The existing structure have been extended by additional fields.

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Project Systems BAPIs 2/2

New BAPIs:

Network.Getlist

Provides a list of networks with short texts according to the following selection criteria: Number of networks found Network number Network short text Plant of the network

ProjectDefinition.Getlist

Provides a list of project definitions according to the selection criteria

Project definition Project definition short text Maximum number of project definition to find

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What is new in Core 4.7 (Overview) 1/3

New BAPIs in the Project System Confirmation Material components

Changed Network Activity Authorization Checks

Deleted Static Processing of Resource-Related Billing (VA90)

Changed Interest Calculation for Special Periods

New! Copying the Status of Order Items

New! User Status in the SAP Project System

Enhanced! BAPIs in the Project System New Attribute Longer Functional Area Personnel number for Open PS for MSP Costs Dates Account assignment

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New! Creating Projects with Templates

Enhanced! Requirements Dates in Bill of Material Transfer

Changed Project Information System

New! WBS Element Groups

New! BAdI for Field Transfer From WBS Element to Asset

New! Several Customer Subscreens Per Notification Type

New! Planning and Budgeting in Any Currency

New! Integrated Planning for Networks

New! Availability Control in Object Currency

New! BAdI for Generating Settlement Rules

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Enhanced! DI Processor

New! Creating a Quotation from the Project Builder

Enhanced! Archiving CO Line Items

New! Doc. Flow Evaluations of Resource-Related Billing

Enhanced! Collective Processing for Resource-Related Billing

Enhanced! Results Analysis Using Dynamic Items

Enhanced! Dynamic Selection for Summarization Characteristics

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New BAPIs - Confirmation

To confirm actual dates and actual work for network activities and network activityelements from external systems you can use the following new methods of theBusiness Object Repository (BOR) object network:

Create: AddConfirmation

Display: GetListConfirmation and GetDetailConfirmation

Cancel: CancelConfirmation

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New BAPIs Material Components

To access material components in networks from external components you can usethe following methods:

Create: AddComponent

Change: ChangeComponent

Display: GetDetailComponent and GetListComponent

Delete: RemoveComponent

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Changed Network Activity AuthorizationChecks

Authorization check when deleting a network activity

The system checks the authorization to delete a network activity even if it has not yetbeen released.

Authorization check when setting a deletion indicator in the network activity

When you set a deletion indicator in a network activity, an authorization check takesplace. In addition, you prevent the system from setting a deletion indicator by usingthe customer exit EXIT_SAPLCNAU_004.

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Deleted Static Processing of Resource-Related Billing (VA90)

As of SAP R/3 Enterprise Core 4.70 (SAP_APPL 470) the static processing ofresource-related billing (transaction VA90), as announced for Release 4.5, is nolonger available. Instead you can use the dynamic processing (transaction DP90). Itcontains all of the required functions.

Effects on Existing Data

You must convert your existing orders to dynamic processing.

Effects on Customizing

You must convert your system to the dynamic processing of resource- relatedbilling. You can do this even before converting to SAP R/3 Enterprise for allReleases from 4.5B and above.

For more information about converting to dynamic processing, see Customizing(IMG) for creating quotations and billing under Static Processing (Process beforeRelease 4.5).

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Changed Interest Calculation for SpecialPeriods

As of SAP R/3 Enterprise Core 4.70 (SAP_APPL 470) you can carry out a specialinterest calculation for special periods in projects or internal orders.

Constraints

When postings in special periods are due, the balance of the previous periodfor the time frame of one day is calculated with interest. This is in addition to theinterest debits and interest revenues. Due to technical reasons this cannot beprevented.

In the log, the postings in special periods are shown as value dates in the past.

If you calculate interest for special periods in a special way, you must start aseparate interest calculation run for each special period. This could lead toinconsistencies otherwise.

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New! Copying the Status of Order Items

You can set the status "fully invoiced" for SD order items and for the billing workbreakdown structure element (WBS element). However, in the standard system youcannot automatically compare the statuses of both objects.

As of SAP R/3 Enterprise Core 4.70 (SAP_APPL 470) you can use the reportsRKPSYNCSTAT and RKPSYNCSTATWL to copy the status of the SD order item tothe WBS element. You can stipulate whether the business or the processing statusof the order item, or both, should be interpreted. Set the status "fully invoiced" only ifall SD order items assigned to the billing element have the status "fully invoiced".

Furthermore, by using the new reports you can undo the status "fully invoiced" forthe billing item, if the conditions you set have not been fulfilled.

The report RKPSYNCSTATWL accesses the work list of the Schedule Manager,while the report RKPSYNCSTAT does not.

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New! User Status in the SAP Project System 1/2

As of SAP R/3 Enterprise Core 4.70 (SAP_APPL 470) there are new functions forprocessing a user status in the master data transaction for structure processing, inindividual processing, in the Project Builder, in the project planning board, and in thestructure planning of the SAP Project System.

Project definition and WBS elements

Along with the existing functions set user status and reset user status the followingadditional options exist for the project definition and WBS elements:

Set user status and pass on

Reset user status and pass on

You can use these functions in all transactions and overviews except for individualprocessing.

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New! User Status in the SAP Project System 2/2

Network header and activityThe following functions are new for networks and activities:

Set user status

Reset user status

Set user status and pass on

Reset user status and pass on

Note:

In the Project Builder you can use the functions set user status and reset user status onlyfor the object you selected in the tree.

You can set the user status and reset the user status for the current object only, whenworking with the network header, the project definition and when processing WBS elementsindividually.

In the other overviews and transactions you can set or reset the user status for multipleobjects at the same time.

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Enhanced! BAPIs in the Project System Functional Area

Using the enhanced attribute FUNC_AREA_LONG you can stipulate objects in theProject System for the

Business Object Repository -(BOR-), for which now 16 digits are available, insteadof four. The old four-digit attribute FUNC_AREA stays in the system, so that thechange remains compatible to existing releases.

The attribute FUNC_AREA_LONG is allowed for the following objects:

Project definition

WBS element

Network

Activity

Activity element

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Enhanced! BAPIs in the Project System Personnel Number

The new attribute PERS_NO enables you to plan resources using OpenPS4MSP.Using the OpenPS interface you can now transfer personnel resources from MSProject to a network.

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Enhanced! BAPIs in the Project System - Costs

Costs with the attributes planned costs, actual costs and controlling area currency inthe method GETINFO and GETDETAIL of the BOR object network are read by theSAP system for the network (if they are header-assigned) or for the activity/activityelement (if it is activity-assigned) in an object-related way. However, these attributesdo not allow you to transfer the costs to the SAP System. The costs are alwaysoutput in the controlling area currency specified in the attributeCONTROLLING_AREA_CURRENCY.

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Enhanced! BAPIs in the Project System - Dates

Dates with the actual start date, actual end date and forecasted end date of themethods GETINFO and GETDETAIL of the BOR object network for theactivity/activity element are read by the SAP system in an object-related way.However, these attributes do not allow you to set the dates.

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Enhanced! BAPIs in the Project System Account Assignment

The network header attribute ACTIVITY_ACCOUNT_ASSIGNED of the methodsGETINFO and GETDETAIL of the BOR object network indicates whether a networkis header-assigned or activity-assigned.

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New! Creating Projects with Templates

As of SAP R/3 Enterprise Core 4.70 (SAP_APPL 470) you can use a checkbox tostipulate the origin of the data for a new project with a template. The data can comefrom the profile of the project template, from the project template itself, or from adifferent profile you enter for the new project. The checkbox appears on the initialscreen in the following create project transactions:

Project Builder (CJ20N)

Project planning board (CJ27)

Project definition with structure (CJ01)

Project definition (CJ06)

Structure planning (CJ2D)

Simulation project planning board (CJV1)

Standard project definition with structure (CJ91)

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Enhanced! Requirements Dates in Bill ofMaterial Transfer

As of SAP R/3 Enterprise Core 4.70 (SAP_APPL 470) you can automatically adjustrequirements dates in the bill of material transfer (transaction CN33) that lie in thepast:

If the requirements date of a newly assigned item is determined during bill of materialtransfer, the system checks whether this requirement date is before the date, which iscalculated from the current date, taking the time interval into account. You stipulatetime intervals in the system. If the new requirement date is before the date calculatedfrom the current date and time interval, the system automatically sets it to thecalculated date when saving, and flags it as manually maintained. In this way you canchange the date if you wish.

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Changed Project Information System

Overviews in the Project Information System

As of SAP R/3 Enterprise Core 4.70 (SAP_APPL 470) you can access the individual overviewsbased on the SAP List Viewer (ALV), which were newly implemented with Note 353255, by usingthe SAP Menu. You can also access the enhanced individual overviews from release 4.5 from theSAP Menu.

When you go to the structure overview and the project planning board in the individual overviews,the standard system calls up the new individual overviews. If on the other hand, you want to callup the enhanced individual overviews, you must activate the user parameter PSIS-USE_EXTENDED.

The interfaces originally delivered with Release 4.6A for structure overviews and individualoverviews are no longer supported (since SAP Note 326591) and have been deleted.

Report Variants in the Project Information System

As of SAP R/3 Enterprise Core 4.70 (SAP_APPL 470) you can no longer evaluate the existingvariants for individual and structure overviews of enhanced interfaces from SAP R/3 Release 4.5.If you want to continue using these variants, you must recreate them.

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New! WBS Element Groups

As of SAP R/3 Enterprise Core 4.70 (SAP_APPL 470) you can use the following additionalfunctions for the WBS element groups:

New transaction

You can change WBS element groups with the new transaction KJH2.

New authorization object

Using the new authorization object K_PRPS_SET you can restrict the authorization to displayWBS element groups (transaction KJH3) and change WBS element groups (transaction KJH2).

The new authorization object contains the following fields:

o Group name

o Activity

The protected activities in maintenance of WBS element groups are:

- 02 = change

- 03 = display

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New! BAdI for Field Transfer From WBSElement to Asset

From SAP R/3 Enterprise Core 4.70 (SAP_APPL 470) you can use the BusinessAdd-In (BAdI)

WBS_FIELDS_FOR_ASSET to implement rules for the transfer of fields from WBSelements to asset master data records for the creation of assets.


To implement the BAdI, use

BAdI: Field Transfer From WBS Element to Asset

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New! Several Customer Subscreens PerNotification Type 1/2

Several Customer Subscreens:

Up until release 4.6C, for each notification type a maximum of one customersubscreen could be included in the notification header data. An area of 4 lines wasreserved for this subscreen. From release 4.70, for each notification type it is possibleto include one or more customer subscreens in the notification header data. The sizeof the customer subscreens can be freely defined as long as they do not exceed thetotal size of the tab pages.

Enhancements in User Exits:

In the customer enhancement QQMA0001, the interface of the function modulesEXIT_SAPMIWO0_008 and EXIT_SAPMIWO0_008 was enhanced. Three new importparameters allow you to execute your own PBO and PAI program parts, depending onthe output location (tab page, subscreen area, screen).

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New! Several Customer Subscreens PerNotification Type 2/2


From release 4.70, a second screen area "customer subscreen (>1 Screen/NType)" (091)will be available for the inclusion of customer subscreens in the notification header.Previously, only the subscreen area "customer subscreen (one Screen/NType)" (090) wasavailable for this purpose.

When using screen area 090 you assigned the screen to be included under "notificationheader: screen areas'. When you use the new screen area 091, a field for the directassignment of the screen is available in Customizing for the simplified and extended views.

In Customizing for the simplified and extended views, there is a new field called "tab pageallocation".

You can use this field to freely choose the number of subscreens (between one and five)that you want to

appear on each of the following tab pages: 10\TAB01, 10\TAB02, 10\TAB03, 10\TAB19,10\TAB20 and 10\TAB21. The fewer subscreens you assign to one tab page, the morespace there is available for each subscreen on that tab page.

The predefined number of five possible screen areas for each notification tab page is still thedefault value, so no further activities are required when upgrading. Note that you can onlyuse one of the screen areas (090 or 091) for each notification type.

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New! Planning and Budgeting in Any Currency 1/8

Use

International groups often use one uniform company code currency (group currency) in CO.However, it may be necessary to plan and budget in the respective local currency as themajority of costs will be incurred in the local currency. The local currency is usually thecorresponding company code currency.

Previously only budgeting of jobs (orders and projects) was possible in the local currency. FromRelease 4.70, you can also budget investment programs in the local currency. In addition, it ispossible to plan investment programs, appropriation requests and jobs directly in the localcurrency.

As was previously the case for orders and projects, plan and budget values for investmentprograms and appropriation requests are also saved in both the controlling area and localcurrencies defined in the master record of each object. If you change or re-specify theexchanged rates used, it is now possible to recalculate the values in the local currency usingthe values in the controlling area currency, and vice-versa.

In reporting for IM, it is even possible to calculate evaluations in any report currency (plan,budget and assigned values). If the values are available in the specified report currency, theyare issued unchanged. If they are not available, they are converted from the controlling areacurrency into the report currency.

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Before Release 4.70, the plan values for appropriation requirements, were only savedin the controlling area currency. This was also the case if a local object currency wasspecified in the master record for the appropriation requirement. From Release 4.70,the plan values for appropriation requirements are always saved in the controlling areaand local currencies. Therefore, you must adjust appropriation requests that werecreated in an earlier release and use a local currency that varies from the local objectcurrency. The easiest way to do this is to use the program RAIMCRC2 to recalculatethe plan values in the local object currency for appropriation requests whose planvalues are in the controlling area currency (transaction IMCRC2, menu path: FinancialAccounting -> Investment Management -> Appropriation Requests -> Tools ->Recalculate Currency Plan for Appropriation Requests). Before you run the program,select the relevant option in the Process Control section of the initial screen.

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Effects on Customizing 1/2

Adjustment of Planning and Budget Profiles

To enable the planning of investment programs, appropriation requests and jobs in atransaction currency different to the controlling area currency, you must adjust the relevantplanning profiles.

To enable the budgeting of investment programs in a transaction currency different to thecontrolling area currency, you must adjust the relevant budget profiles.

In the planning currency (or budgeting currency) section of the planning (or budget) profile,you must define the transaction currency in which planning (or budgeting) is to beexecuted:

o Only in the controlling area currency (default),

o Only in the object currency

(= local currency defined in object master record ) or

o In a transaction currency chosen at the start of planning/budgeting

(this option is not possible for appropriation requests).

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Effects on Customizing 2/2

In the planning or budget profiles, you must also define the exchange rate types to beused for the conversion of total values that are not dependent on the fiscal year.

To adjust the planning profiles, use the process steps:

Maintain Planning Profiles (investment programs)

Maintain Planning Profile for Cost Planning (appropriation requests)

To adjust the budgeting profiles, use the process steps:

Define Budget Profiles for Investment Programs (investment programs)

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Exchange Rate Types

In the fiscal-year-dependent data of the CO planning versions, you must also definethe exchange rate types to be used for conversion of plan values that are notdependent on the fiscal year.

For conversion of fiscal-year-dependent budget values and fiscal-year-dependent planvalues of appropriation request variants not yet assigned to a plan version, eachexchange rate type is taken from the fiscal-year-dependent data of the CO planningversions 0.

As the plan or budget values are stored in the transaction, controlling area, and localcurrencies, the exchange rates used must enable the conversion of the transactioncurrency into the controlling area and local currencies. Where necessary, theexchange rates used must be extended.

To enter the exchange rate types, use the process step:

Define Versions (investment programs)

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Change Planning or Budget Currency

If you always planned or budgeted existing investment programs/measures in thecontrolling area currency, it is not subsequently possible to change the planning orbudget currency to the object currency in the planning or budget profiles. Thisconversion is not prevented in Customizing, but leads to an error when you next planor budget existing investment programs/measures. Alternatively, you can convert theplanning or budget currency into the transaction currency in the planning or budgetprofiles, and set the object currency indicator as default.

A similar restriction does not exist for appropriation requests. You can change theplanning currency in the planning profile at any time.

Use the process step under "Adjust the Planning and Budgeting Profiles".

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Detailed Planning

When you call up detailed planning from structure-based cost planning or revenueplanning, the standard SAP planning profiles are used, to which the standard SAPplanning layouts are assigned. These planning profiles cannot be changed in theplanning transactions. Import the standard SAP planning layouts 1-401-IM, 1-402-IM,1-403-IM, 1-701-IM, 1-702-IM and 1-703-IM using the transaction OKBF from client000 in your client.

To execute the import, choose the process step:

Import Standard Planning Layouts.

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Reporting Currency for IM Reporting

In IM reporting, if you want to be able to specify a reporting currency that is differentto the controlling area and object currencies used in the investment program items orsubordinate appropriation requests and measures, another exchange rate type isrequired for the due conversion of plan, budget, or values into the reporting currency.You define this exchange rate type in Customizing for the program type for theinvestment program to be reported ( Group Reporting).

To enter additional reporting currencies, use the process step:

Define Program Types (investment programs)

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New! Integrated Planning for Networks

As of SAP R/3 Enterprise Core 4.70 (SAP_APPL 470) you can include network planned costs inyour integrated planning. The program transfers the planned costs of the following objects to theassigned work breakdown structure element (WBS element):

o Header-assigned networks

o Internally processed activities and elements

o Externally processed activities and elements

o Service activities and elements

o General costs activities and elements

The planned costs for the network or network activity or network activity element are convertedto cost element planning / activity input planning for the assigned WBS element. Selection of theplanned costs occurs in relation to the fiscal year (period-specific). Values already existing, forexample manually planned values for WBS elements, are overwritten in the target version. Thesystem ignores objects with deletion indicators.

You can process integrated planning for networks in collective processing (CJ9Q) or in individualprocessing (CJ9QS).

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New! Availability Control in Object Currency 1/3

Use

Before SAP R/3 Enterprise Core 4.70 (SAP_APPL 470), active availability control fororders and projects only worked based on the controlling area currency.

From SAP R/3 Enterprise Core 4.70 (SAP_APPL 470), you can also execute activeavailability control in the object currency. This setting is useful if the budget for jobswas entered in an object currency different to the controlling area currency, as iteliminates the effects of exchange rate fluctuations on the budget available in theobject currency (current budget - assigned value).

Note that you can only use the new function for projects if all objects (WBSelements, networks, orders) in the budget hierarchy are in the same object currency.

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Before SAP R/3 Enterprise Core 4.70 (SAP_APPL 470) the assigned values fororders and projects were only saved in the controlling area currency on thedatabase. From SAP R/3 Enterprise Core 4.70 (SAP_APPL 470), the assignedvalues are saved either in the controlling area currency or the object currency.

Effects on Data Transfer

You can also execute availability control in the object currency for existing jobs.Note: If activity control was active already for the existing jobs or projects, aftermaking the relevant change in the budget profile settings, you must reconstructavailability control using transaction KO31 or CJBN.

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To enable availability control in the object currency, you must set the object currencyflag in the budget profiles of your jobs, under availability control.

To do so, use the steps:

Maintain Budget Profile (internal orders)

Maintain Budget Profile (projects)

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New! BAdI for Generating Settlement Rules 1/3

Use

As of SAP R/3 Enterprise Core 4.70 (SAP_APPL 470) you can use the BusinessAdd-In (BAdI)

WBS_SETTLEMENT_RULE. With it you can influence the generation of settlementrules for WBS elements (transactions CJB1 and CJB2). You can use the followingmethods:

o DETERMINE_STRATEGY:

In this method you can adapt the strategy determination to your own requirements.

o ADD_ADDITIONAL_PARTNERS:

In the standard system, the following partner roles are taken into account whengenerating settlement rules: Ship-to-party, bill-to-party, payer, freight forwarder andsales executive.

You can take other partner roles into account by using the methodADD_ADDITIONAL_PARTNERS.

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Use

Pay attention that the system does not check the changes that you made in themethod

ADD_ADDITIONAL_PARTNERS. You are responsible for the consistency of the data.

o FILTER_SD_ORDERS:

If you do not want to take sales documents and sales document items taken intoaccount when generating settlement rules, you can restrict the sales document andsales document items determined by the system. The standard system takesquotations, orders, contracts and free orders into account.

Pay attention that you only restrict the sales documents and sales document items tobe taken into account, and that you cannot extend them.

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In the standard system the Business Add-In is not active. To activate it you mustcreate an active implementation. To do so, go to Customizing for the Project Systemand use the activity Costs --> Automatic and Periodic Allocations --> Settlement -->Settlement Rule for Work Breakdown Structure Element --> Business Add-In:Generation of WBS Element Settlement Rule (CJB1/CJB2).

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Enhanced! DI Processor 1/2

As of SAP R/3 Enterprise Core 4.70 (SAP_APPL 470) the following enhancementsfor the dynamic item processor (DI Processor) are available:

o New Business Add-Ins (BAdIs):

Business Add-Ins (BAdIs) are developed for all customer enhancements. TheseBAdIs have the same status as customer enhancements, which are still supported.Only the customer enhancement AD010006 was migrated to BAdISMOD_AD010006 and is available only as a BAdI.

In addition to the BAdI's with functions from customer enhancements, new BusinessAdd-Ins are also delivered.

o Improved Control Options for Transferring Quantity and Costs

There are enhanced setting options available for transferring quantity and costs inmaterial determination of dynamic item processor profiles (DIP profile). The Transferquantity indicator was therefore renamed as Transfer Quantity/Costs. You canspecify that a resource item is transferred to a sales and distribution document only ifthe costs do not equal 0, or only if the quantity does not equal 0.

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Enhanced! DI Processor 2/2

o Increase of Material Determination Lines per DIP Profile

You can define more than 999 material determination lines in the DIP profile now.

o New Analysis Program for DIP Profile

The consistency check used up to this point for DIP profiles is replaced with a newanalysis program. The new program checks for consistency in the profile. However,it still can check only one profile per program run. Therefore, it now offers moreinformation, enables you to print the entire profile, and simulate materialdetermination. To call up the new program, use Customizing or the transactionODP2.

If you want the check consistency for multiple profiles at the same time, you can usethe existing program found in transaction ODP2A.

You find the setting options for the new functions in Customizing for Project Systemunder the activities Revenues and Earnings --> Integration with SD Documents -->Creating Quotations and Project Billing --> Maintain Profiles for Quotations andBilling and Check Profile Settings.

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New! Creating a Quotation from the ProjectBuilder

As of SAP R/3 Enterprise Core 4.70 (SAP_APPL 470) you can create a quotationdocument in the Project Builder based on the sales pricing. The calculated items aretransferred to the quotation document along with the prices you automatically andmanually determined.

SAP / Page 54


Enhanced! Archiving CO Line Items

As of SAP R/3 Enterprise Core 4.70 (SAP_APPL 470) you can archive CO line itemsfor orders and projects when you bill them according to resources. In this way, youcan significantly improve the performance of your entire system.


To be able to use the enhanced archiving function, you must enter residence timesfor the CO line items and residence times for dynamic item processor sources (DIPsources). To do this, use the activity Residence Time of the DIP Source in the IMGfor creating quotations and billing.

SAP / Page 55


New! Doc. Flow Evaluations of Resource-Related Billing

Document Flow Evaluations for Order

As of SAP R/3 Enterprise Core 4.70 (SAP_APPL 470) you can evaluate the document flow ofbilled resources/expenses for a customer order, service order, contract, or project using a newprogram. The program displays the billed, rejected, and open resources/expenses in a structureoverview similar to the expenditure view in resource-related billing. You can change the structureinteractively. The billing requests are listed in detail for each resource item. You can navigate tothe billing request directly from the result overview. Many other functions, such as filtering,enable you to make a flexible evaluation.

You evaluate the document flow using the transactions DP99A, DP99B and DP99C. Thesetransactions differ only in their selection options.

Document Flow Evaluation for Billing Request

As of SAP R/3 Enterprise Core 4.70 (SAP_APPL 470) you can display expenditures billed usingthe document from a billing request or a credit memo request. When you use the transactionDP98, you receive a corresponding list with all billed resource items for the billing request.

SAP / Page 56


Enhanced! Collective Processing for Resource-Related Billing

As of SAP R/3 Enterprise Core 4.70 (SAP_APPL 470) you have additional selectionoptions for sales orders or service orders when collectively processing resource-related billing. You can find this improved collective processing in the followingprograms:

o The transaction DP96 offers an improved selection of sales orders.

o The transaction DP97 extends the selection options for service orders.

SAP / Page 57


Enhanced! Results Analysis Using DynamicItems

As of SAP R/3 Enterprise Core 4.70 (SAP_APPL 470) additional data is updated in thedocument flow of resource-related billing, which are evaluated in the results analysis methods14 and 15 (results analysis using dynamic items). The additional database fields significantlyimprove the performance of these results analysis methods, because results analysis must nolonger evaluates the document flow of sales and distribution documents (SD documents) todetermine the posting date of the revenues assigned to billed expenditures.


The enhanced function is active for newly created billing documents only. For existingdocument flow entries you must still use the existing results analysis.

If you implement the results analysis methods 14 and 15 intensively, you can adjust the olddocument flow entries for the new logic with the program RDPRAFKDAT, thereby improvingperformance in period-end closing. You do not need to make any other settings to activate thisfunction.

SAP / Page 58


Enhanced! Dynamic Selection for SummarizationCharacteristics

You use reports from the Project Information System. You expanded the selection view of thelogical database PSJ using the transaction SE36 and included fields from the table PSMERKfor dynamic selections. The criteria for these fields were not taken into consideration for theselection up until this point.

As of SAP R/3 Enterprise Core 4.70 (SAP_APPL 470) these criteria are taken intoconsideration for the selection.


You must adapt your own reports that have a GET time for PSMERK:

o If you select WBS elements, you must define the nodes PSMERK_PRPS and attach yourcoding to this GET time.

o If you select network activities, you must define the nodes PSMERK_ACT and attach yourcoding to this GET time.

o If you use both objects, you must define both nodes and use both times.

SAP / Page 59


What is new with Extension Set 1.10

New! Cost Integration for Claims

New! Purchase Order Handling Using an External Procurement System

New! OCI Interface

New! ProMan - Project-Oriented Procurement

New! Progress Tracking

SAP / Page 61


New! Cost Integration for Claims

As of SAP R/3 Enterprise PLM Extension 1.10 (EA-APPL 110) the systemautomatically creates an internal order as a cost collector from a claim . Theestimated costs of the claim are updated in the internal order and thereby takeninto consideration in the PS Reporting.

If you change the description or the work breakdown structure element (WBSelement) of the claim, the system automatically compares the changes betweenthe claim and the cost collector.


To activate an automatic generation of a cost collector, you must implement theBAdI Business Add-In: Customer-Specific Check Before Creating Cost Collector inCustomizing for the Project System under Claim --> Settings for Claims.

Furthermore you must create and assign Controlling scenarios. Do this under thesame path in the activities Controlling Scenario for Claims and Assignment ofControlling Scenario for Notification Type.

SAP / Page 62


New! Purchase Order Handling Using anExternal Procurement System

As of SAP R/3 Enterprise PLM Extension 1.10 (EA-APPL 110) you can transfer apurchase requisition (PReq) from a network and a maintenance order or serviceorder to an external procurement system, for example SAP Enterprise Buyer (EBP).Here is where further purchase order handling takes place. Posting goods receiptand invoice receipt occurs either in the EBP or in the SAP System. Creating orreducing commitment takes place in the SAP System in both cases.

Effects on System Administration

In order to use the new functions you must install the SAP R/3 Plug-In for the EBP.There you must stipulate whether the purchase order handling should take place inan external procurement system or in the SAP System. To do this, use acombination of purchasing group and material group in the transaction SM30 or usethe customer exit BBPK0001.

SAP / Page 63


New! OCI Interface

As of SAP R/3 Enterprise PLM Extension 1.10 (EA-APPL 110) the connection to thecatalog interface according to the OCI standard (Open Catalog Interface) isavailable. Using this interface you can call up the component selection of an internalor external catalog from a maintenance order or service order or a network activityin the SAP System. You can then transfer components to the order or network.Using Customizing, you can connect any catalog that corresponds to the OCIspecification.


To use the interface you must specify the required data in the catalog you want toconnect. Use the IMG activities of Project System under Material --> Interface forProcurement Using External Catalogs (OCI) and the IMG activities of PlantMaintenance and Customer Service under Maintenance and Service Processing -->Maintenance and Service Orders --> Interface for Procurement Using ExternalCatalogs (OCI).

SAP / Page 64


New! ProMan - Project-Oriented Procurement 1/2

As of SAP R/3 Enterprise PLM Extension 1.10 (EA_APPL 110), the ProManfunction is available as part of the Project System.

ProMan enables you to process all information from the procurement process aboutobjects in the Project System, and execute individual procurement functions.

You have access to data from the Project System, Purchasing, MaterialRequirements Planning, Production, and Inventory Management. All objects anddocuments in the Project System are taken into account - both planned, andunplanned objects, and documents you created manually.

ProMan consolidates information from the procurement process from a variety ofapplications in a structured and individual overview that can be configured by theuser. It enables you to execute individual functions in the procurement process andoffers a view by objects or documents, which are directly assigned to an object inthe Project System, or assigned using account assignment.

ProMan offers different views that focus on components, activities and elements,quantities, dates, objects and documents, stock, and deliveries.

SAP / Page 65


New! ProMan - Project-Oriented Procurement 2/2


To use ProMan, complete the following steps in the Implementation Guide(IMG) for the Project System by choosing Logistics -> Project System ->Material -> Project-Oriented Procurement (ProMan):

o Define Profile

o Define Exceptions

SAP / Page 66


New! Progress Tracking 1/3

As of SAP R/3 Enterprise PLM Extension 1.10 (EA_APPL 110), the Progress Tracking functionis available as part of the Project System and Materials Management.

Progress Tracking enables you to closely monitor the progress of network components in theProject System and purchase orders in Materials Management. By tracking events that youhave defined yourself in Customizing for Progress Tracking or in the Progress Trackingfunction itself, you gain improved control over the progress of your network components orpurchase orders. For example, for tracking a purchase order you could create events forinternal occurrences such as issuing a purchase order. For tracking a network component, yourevents could include goods issue, and goods receipt. Scheduling dates for events allows you toanalyze variances and recognize problems early on. You can also stipulate dates for eventsusing enhancements for either system dates or external data.

The Progress Tracking function has a clearly arranged and intuitive interface that isindependent of the current object that you are tracking. The appearance of the interface isflexible: You can adapt the initial selection screen to your own needs by including customer-specific fields and on the main Progress Tracking screen, which is made up of two SAP ListViewer (ALV) overviews, you can define and maintain user or application-specific layouts.

SAP / Page 67



Although Progress Tracking contains all the capabilities of the Monitoring Datesfunction that is found in the Project System in SAP Release 4.6, Progress Trackinghas a much more generic approach that allows it to be used for other objects, suchas purchase orders.

In comparison to Monitoring Dates, Progress Tracking offers among other things:

o Comprehensive Customizing for creating default settings

o A far more attractive user interface, for which user and application- specificlayouts can be created and where it is possible to filter, group and total thedisplayed entries

o The option of including customer-specific fields

o A multitude of BAdIs which provide diverse options for fulfilling particularcustomer requirements

SAP / Page 68




To use Progress Tracking, complete the following steps in the Implementation Guide (IMG) forthe Project System or Materials Management by choosing Logistics -> Project System ->Progress -> Progress Tracking or Logistics -> Materials Management -> Purchasing -> PurchaseOrders -> Progress Tracking.

o Define Standard Events

o Define Event Scenarios

o Maintain Relationships Between Events in a Scenario

o Assign Default Scenarios to Material Groups

o Maintain Priorities for an Event

o Define Progress Tracking Profile

o Define Status Info Types

o Number Range Status Information

o Customer-Specific Evaluations

SAP / Page 69


What is new with Extension Set 2.0

CO Plan Versions in Easy Cost Planning

Resource-Related Down Payments and Billing Documents

SAP / Page 71


CO Plan Versions in Easy Cost Planning

Easy Cost Planning is a template-based planning tool for costs and revenues. In theProject System, you use it to plan costs and revenues, especially if you are anoccasional user.With Easy Cost Planning, you can now plan multiple alternatives for your projects.Previously it was only possible to update a plan version that was predefined inCustomizing.

SAP / Page 72


Resource-Related Down Payments and BillingDocuments

Resource-related down payments:Using resource-related down payments you can create resource-related downpayment requests, made possible by the integration of billing plans and resource-related billing. This also means that you can create resource-related billingdocuments or combinations of down payment requests and billing requests using abilling plan.

Resource-related billing between company codes:Now you can create billing documents between company codes within one controllingarea. In many businesses it is common practice to employ resources from otherorganizational units to carry out a service for a project. Now you can carry out internaland resource-related billing for requesting organizational units.

SAP / Page 73


What is new with ECC 5.00

New IMG Activities for Network Scheduling

Catalog Interface for Services

Overall Network Scheduling with Selection Option

SAP / Page 75


New IMG Activities

Area Project System -> Dates -> Scheduling ->

- Define Levels for Networks

- BAdI: Overall Network Scheduling with Selection Option

SAP / Page 76


Catalog Interface for Services

As of SAP ECC 5.00, PLM Extension (EA_PLM 500), you can call up an externalcatalog in a maintenance order or service order, a maintenance task list or anetwork, and copy services from this catalog into the order or task list or network.

You also now have the option of storing multiple catalogs for each of the followingcriteria:

- Order type and planning plant

- Task list category and plant

- Network type and plant

SAP / Page 77


Overall Network Scheduling with SelectionOption

As of SAP ECC 5.00, you can restrict the number of networks that you want toschedule when scheduling hierarchical project structures with subnetworks. Youcan branch directly from the subnetwork monitor to the screens for processing orconfirming the selected networks.

By using this restriction, you can reduce considerably the time it takes to schedulelarge subnetwork structures.

SAP / Page 78


What is new with ECC 6.00

Project Self-Service Role

Integration of iPPE with the Project System

Check of plan line items for cost element planning BADI

Easy Cost Planning (Enhanced)

Mass Release of Budget for Projects (New)

Progress Analysis Workbench (New)

Project Structure Overview CN41N (New)

SAP / Page 80


Project Self-Service Role

As of SAP ECC Enterprise Extension PLM 6.0 (EA_APPL 600) and cProjects 4.00,the role Project Self-Service is available. This supports both the project lead and theproject member in day-to-day project work. This role is delivered as a businesspackage for SAP Enterprise Portal.

This role provides the occasional user of cProjects with the most frequently executedcProjects processes as self-services. A work overview offers the user a centralaccess point. From here, the user can execute the self-services directly and createvarious reports.

SAP / Page 81


Integration of iPPE with the Project System

As of SAP ECC 6.0 PLM Extension (EA-PLM 600), you can transfer materialcomponents from the product structure of Integrated Product and Process Engineering(iPPE) to the Project System (PS). To do this, you assign production structure nodesand variants in iPPE to PS objects. You can:

- Assign iPPE nodes to project definitions, WBS elements, network activities, andreference points

- Assign iPPE variants to WBS elements, network activities, and reference points

- Use reference points to allocate material used for an iPPE node to a network activity

- Use reference points to create a relationship between an iPPE node and WBSelements and network activities

In the Project Builder, a new tab page in the detail screen for the network activity andthe WBS element allows you to create and display assignments to iPPE nodes.

SAP / Page 82


Check of plan line items for cost elementplanning

As of SAP ECC 6.0 (SAP_APPL 600) you can check the data to be posted within theplanning of costs and revenues (CO-OM) using your own checks. To do this you usethe BAdI: CO-OM Check plan line items (CO_OM_PLAN_ITEM_CHECK.) of theenhancement spot CO_OM_PLANNING.

The BAdI is called up both in manual planning and when you use function group KIPLand the related BAPIs. For additional information, see Documentation for the BAdIs.

Within Funds Management, the following scenario serves as an example: Theplanning of investment revenues (general and specific returns, contributions andrevenues from the sale of fixed assets) is carried out using the transaction PlanningCost Elements/Activity Inputs Change: Initial Screen (CJR2). The revenues areplanned as negative costs, meaning planned with a minus sign. Formerly you were notable to check whether you could actually plan using a minus sign for the relevant costelements. You can now implement such a check using the BAdI.

SAP / Page 83


Easy Cost Planning (Enhanced)

SAP ECC 6.00 (SAP_APPL 600) introduces the following new functions in Easy CostPlanning:

- Aggregated Items

Aggregated items summarize the values of items at lower levels. You can use theaggregated items in formulas.

- Archiving

You can now archive ad hoc cost estimates.

SAP / Page 84


Mass Release of Budget for Projects (New)

As of SAP ECC Enterprise Extension Financials 6.0 (EA-FIN 600), you can select anumber of projects and then release them simultaneously.

You have the following options:

- You can adopt the budget or plan values in these releases, either with their fullamounts or by using a release percentage to weight the values.

- You can limit the adoption of the values to one fiscal year.

SAP / Page 85


Progress Analysis Workbench (New)

As of SAP ECC Enterprise Extension PLM 6.0 (EA-PLM 600), you can use the progressanalysis workbench in the Project System (PS) to analyze the progress of your projects andinput their percent complete. The progress analysis workbench provides you with a single pointof entry for:

- Viewing project objects from multiple projects

- Updating the system and user status of project objects

- Updating confirmation details (actual start and finish dates) for activities and activity elements

- Updating other data related to project progress, for example, forecasted hours

- Importing/exporting data between the progress analysis workbench and Microsoft Excel

The progress analysis workbench consolidates the existing progress-analysis functions in theProject System:

-It simplifies earned-value management in the Project System by providing you with oneinterface for maintaining data instead of multiple interfaces, thereby giving you a better overviewof project data and progress.

- It improves system performance and the accuracy of your data by simplifying the data update,allowing you to update multiple objects simultaneously.

- It enables you to perform a decentralized data update using the import/export function.

SAP / Page 86


Project Structure Overview (New)

As of SAP ECC 6.0, PLM Extension (EA-PLM 600), you can use the new projectstructure overview (transaction CN41N) in the project information system. It is ascaled-down version of the existing structure overview (transaction CN41). If youdo not require the full functional scope of the existing structure overview (CN41),the new project structure overview (CN41N) is a user-friendly alternative thatprovides you with the most important functions for viewing your projectinformation. You can also navigate to detail screens for the project objects, whereyou can edit the master data.

As with the existing structure overview (CN41), the system retrieves the data fromthe PS logical database according to your selection criteria. On the selectionscreen, you can choose the PS info profile, the database profile, and the statusselection profile. You can use all of the existing features of the database profile,such as filtering based on selection criteria. On the selection screen, you cannotreuse selection variants from the existing structure overview (CN41). However,you can create standard selection screen variants that are specific to the newproject structure overview (CN41N). When you execute the report, the systemdisplays the results in the form of a hierarchy using the ALV tree.

SAP / Page 87

Compiled & Maintained by Gerald Steele, SAP America

Easy Cost Planning Enhancements I

Easy Cost Planning Enhancements Model based or/and excel like estimation functionality for project cost estimation Enhancement

Activities and Activity elements now supported RFC functions for create, change, read a ECP based cost estimate for WBS elements & activities

Use cases New front end for unit costing Model based costing for early project phase cost

estimates Detailed project cost planning

Business value Quick planning and easy to use Complex calculation and relationships can be defined

in models and hidden from user Representation of project structure (WBS elements

and activities) and further hierarchical planning viasub-cost estimates

Openness - Integration with 3rd party estimation tools& excel

Costing Model

Easy Cost Planning

Cost Estimate

Derivation Rules(Template)

CharacteristicsE.g. Ad-hoc CostEstimate, Internal

Order, Bill ofService, WBS

Element

New: NetworkActivities and

Activity Elements

Cost estimates ofsimilar structure canbe createdrepeatedly

SAP / Page 89


Easy Cost Planning Enhancements II

New feature:Cost can now also be planed for activitiesand activity elements within the Easy CostPlanning transaction.

SAP / Page 90


Network Costing Enhancements

Standard Network costing: Rate is determined by cost center and activity type per period. Result of costcalculation stored within co-version 0.

Enhancement: New Business Add-In allowing customers to change the define rate for a cost center/activity type

combination within the BADI New Business Add-In allowing customers to change the co-version in which the network costing will

be stored

Use cases Project Cost Planning with project specific rates for

activities Project Cost Planning with Benchmarking of cost

calculation, alternative planning

Business value More accurate Planning - Project specific rates can be

defined and used in network costing Impact Simulation of rate changes - Multiple network

costing versions can be created and compared.

Network CalculationDuration / Work * Rate/H

Procurement / Cost Activities

Ext. proc.element

Services

Internalprocessing

Externalprocessing

Primary costs

Materialcomponents

1

CompanyPurOrder

Int. proc.element

Gen. costselement

MMM

SAP / Page 91


Statistical Key Figures - Handling ofQuantities

Statistical key figures can be used to managed along with the work field for an activity additional quantityinformation

Enhancement Planning of statistical key figures for WBS elements, activities and activity elements within the project

builder Definition of standard key figures and automatic calculation of work based on quantity information New Extractor and Info Cube (for BW reporting) for Statistical key figures for activities and activity

elements

Use cases Self performing construction Management of

additional quantity information for a task General Support of multiple quantity information for

a part of the project (e.g. area or discipline)

Business value Improved usability, flexibility and working efficiency

by providing single point of entry for work andquantity information

Improved business process automation Embedded in Standard reporting

Creation ofProject Structure

Planning of work,time & cost

Recording of actualtime & work Reporting

Improvements*

* *

SAP / Page 92


Project Builder Planning of Statistical KeyFigures at WBS

New feature: New tab strip for statisticalkey figuresStatistical key figure values can also beplaned within the project builder (CJ20N)transaction for WBS elements.

SAP / Page 93


Project Builder Planning of Statistical KeyFigures for activities & activity elements

New feature: New tab strip for statisticalkey figuresStatistical key figure values can also beplaned within the project builder (CJ20N)transaction for activities & activityelements.

New feature: Calculation of work fieldcontent based on a statistical key figurevalueBy defining a converting rate for astatistical key figure the calculation of thevalue for the work field can be automated

SAP / Page 94


Setup of default statistical key figures

New feature: Default Statistical KeyFiguresBy defining default statistical key figuresthe system will automatically propose thisfigures once processing the planningscreen.Furthermore a conversion rate can bedefined which will drive the value of thework field of an network activity.

SAP / Page 95


Statistical key figure extractor for activities &elements

Enhancement:

New Extractor forstatistical key figures atnetwork activities. Infosource and cube in BWwhich can be used forcustom queries

Statistical KeyFigure value fornetwork activity

Work field valuefor networkactivity

SAP / Page 96


Project oriented Procurement Enhancements I

By assigning material components to network activities purchase requisitions will be generated (for eachmaterial or collective requisition per network)

Enhancement Collective purchase requisition across multiple networks within a project (via grouping indicator) Customer fields for network activity components within overview and detail screen Adjustment of material component BAPIs for customer field support

Use cases

Project oriented procurement of construction materials Project oriented procurement of plant equipment and

bulk items

Business value Gross project material demand planning Customer flexibility by providing enhancement

capabilities (e.g. additional tag item information)

Assignment of materialcomponents to

network activities

Creation ofPurchase requisition

Transfer intoproject relatedpurchase order

Goods receipt

Improvements*

** Progress Tracking /Expediting

SAP / Page 97


Cross project purchase requisitions I

New feature: Cross project purchaserequisitionsThe Purchase Requisition Indicator isdefined at project definition level . Oncedefined it can be used to group thematerials across different Networks andWBS elements under the project in asingle PR.

SAP / Page 98


Cross project purchase requisitions II

New feature: Cross project purchaserequisitionsBy entering the PR indicator at thematerial component level similar demandsacross different networks and WBSelements under one project can begrouped in a single purchase requisition.

SAP / Page 99


Project oriented Procurement Enhancements II

PROMAN* is a tool that provides complete information about the status of project materials and progress ofinternal or external procurement in a structured manner

Enhancements Integration of Progress Tracking functionality for network activity material components Customer screen within PROMAN transaction for customer specific enhancements Field catalog for material components in PROMAN tree extensible Drag & Drop of Material components between activities

Use cases Project oriented procurement of construction materials Project oriented procurement of plant equipment and

bulk items

Business value Consolidating information from the procurement

process in a structured project view Customer flexibility by providing enhancement

capabilities

* Project Oriented Material Management

Assignment of materialcomponents to

network activities

Creation ofPurchase requisition

Transfer intoproject relatedpurchase order

Goods receipt* Progress Tracking /Expediting

Improvements*

*

SAP / Page 100


Progress Tracking Integration within PROMAN

Events defined for material componentsvia the progress tracking functionality arevisible within the PROMAN transaction.

SAP / Page 101


Progress and Forecast Enhancements I

New forecast functionality in order to manual determine the cost to complete values for the remaining projectobjects (e.g. WBS elements or activities) on the basis of the plan, actual and past forecast values.

Forecast Workbench for cost, work and statistical key figure forecast RFC functions for manual forecast process (read, create and update)

Use cases Manual Periodic Forecast Process

Customer specific forecast process, results are storedin standard co-tables

Business value Accurate Forecasting embedded in a structured

process Forecast of cost, work and quantities

Original Budget

Current Budget

Forecast I

Forecast II

Contractsigned,

BudgetApproved

PeriodicalForecast

Processing

Past

Forecasts

Forecast Budget(by system)

Forecast BudgetManual

Forecast

1 2 3

SAP / Page 102


Forecast Workbench

New transaction: Forecast WorkbenchSupport of manual forecast processwithin the Forecast Workbench!Forecast values for cost, work andstatistical key figures can be entered.

SAP / Page 103


Progress and Forecast Enhancements II

Progress Analysis Workbench can be used to analyze progress of projects and to enter percentcompleted in one screen. Besides a grid display of the project structure now also the tree display issupported

Progress Tracking for Network activities and WBS elements New RFC Functions for

Progress Determination (provides measurement method and POC values (plan/actual) for aproject

Mass POC update for a project

Use cases Development of individual composite applications for

progress analysis Analysis and data entry of project progress

Business value

Single view of progress information Improved usability, flexibility and working efficiency

by providing multiple project objects updatesimultaneously

Improved integration capabilities with non-SAPsystems

Select objects forprogress entry

Display progressInformation

Save updatedproject progressEnter Progress

Information

Export to Excel

Enter User/SystemStatus Information

Import from Excel

SAP / Page 104


Progress Analysis Workbench Enhancements I

Enhancement: Tree displayThe project structure now can also bedisplayed as tree within the progressworkbench and not only in grid format.

SAP / Page 105


Progress Tracking for WBS

New transaction: Progress tracking for WBS elementsFor individual WBS elements events or scenarios can be predefined and be tracked in moredetail similar like the progress tracking for material components or purchase documents

SAP / Page 106


Progress Tracking for Network Activities

New transaction: Progress tracking for Network ActivitiesFor individual activities events or scenarios can be predefined and be tracked in more detailsimilar like the progress tracking for material components or purchase documents.

SAP / Page 107


Generic Project Processing Enhancements

Project Builder Enhancements Multi Language Support of short text for project definition, WBS elements, network, network activity

and network activity element Intermediate Save within project builder without leaving the transaction Enhancements of Project System Authorization allowing to control access on individual project object

level

Use cases Project Setup Project Planning Project Execution

Business value Better transparency and visibility in international

projects Improved usability and processing time savings Reduction of custom code requirements due to

enhanced access control down to the object level

SAP / Page 108


Multi language support of short text

SAP / Page 109


Intermediate Save

New feature: Intermediate SaveSave entered data without leaving thetransaction.

SAP / Page 110


New feature : Access Control List I

Flag in project profile controls ifACL is active for project.

Authorization for individual objectsThe settings within the project profileand the network profile determine if thenew ACL feature can be used within aproject.

SAP / Page 111


New feature : Access Control List II

Authorization for individual objectsPer PS object the control of access(read, write) can be managed by theACL.

SAP / Page 112


New feature : Access Control List III

Authorization for individual objectsUsers with no authorization can onlysee the structure but not any details.

SAP / Page 113


Business Intelligence: Providing the completepicture

Enhancements Extraction of Statistical key figures for network activities and activity elements Extraction of User field content (as attributes for info objects e.g. WBS element) Extraction of customer field content - Definition of Info objects and cube adjustments required Extraction of Easy Cost Planning Cost Line items for project objects (WBS elements, Network

Activities and Elements) and claim objects

SAP / Page 114


Business Requirements

Customers using very large project structures in Project System (PS) sometimes faceperformance problems when maintaining project master data of large projects or e.g.when scheduling such projects.

The development Handling Large Projects planned for Enhancement Package 4(EhP4) will provide a new concept to maintain master data of large project structures.

The EhP4 development will not cover options for project structure changes (e.g.creation of new objects) or scheduling and resource planning.

SAP / Page 116


Basic Concept of EhP4 Development

The new concept on handling large projects is based on the existing ProjectSystem.

The existing Project System database tables, transactions and business processesare not affected.

To maintain master data of large project structures a new transaction, the ProjectEditor will be provided, allowing users to work on selected subsets of project masterdata (data sets).

Using the Project Editor customers can also use a more flexible locking conceptand drafts if required.

For performance intensive projects caching of project data can be used.

SAP / Page 117


Process 1/3

Optional: An administrator pushes project data to the cache using the new transactionAdministrator Workbench.

Only data of complete projects or independent networks can be loaded the cache. Notethat not all data will be cached.

In order to keep the cached data up to date, the cached data has to be refreshed. Thiscan be done in three ways:

The administrator can refresh the data manually in the Administrator Workbench The administrator schedules the program PSHLP_CACHE_UPDATE Customers implement the BADI BADI_PS_HLP_CACHE_SAVE, which triggers

the refresh of cached data after changes in the Project Editor

If data is no longer required in the cache the data can be removed from the cache. Thiscan be done

manually in the Administrator Workbench based on the expiry date of the cached data and program

PSHLP_CACHE_UPDATE

1

SAP / Page 118


Process 2/3

2 An user starts the Project Editor and specifies the object and data selection(certain settings can be predefined in a selection profile):

Project, WBS element or Network Locked or unlocked mode*) Data Sets

The user executes the Project Editor.

If the data has been cached before the data will be read from the cache.

If the data has not been cached, the data will be read directly from the PSdatabase tables.

*) Not supported for all data sets.

SAP / Page 119


Process 3/3

3 The users maintains the selected data in the Project Editor using detail screens ortabular overviews.

The user decides on three different saving options:

3a Save directly:The PS database tables will be updated directly. If the data has been cached, the cachecan be updated directly too.

3b Save as draft*):The user specifies a descrip

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