Don’t let projects stress you out any longer—get them under control with this book From development, to planning, to controlling, and to invoicing, no essential project step or function is left out. You’ll get started with a thorough introduction to the functions and customization of SAP Project System. After mastering the basics, you’ll learn how to map specific business processes and execution, carry out the different phases of project management, and much more.1. All Phases of the Project Cycle Whether you’re interested in project planning, budgeting, implementation, invoicing, or reporting, find comprehensive coverage of all project phases.2. Overview of Structures Learn how to efficiently use work breakdown structures, networks, milestones, and statuses.3. Editing and Maintenance Functions Find out how to handle tools such as Project Builder and Project Planning Board, use the field selection and mass change functions, and more.4. Integration Scenarios Explore how to use SAP Project System in combination with other project management tools, including Open PS for Microsoft Project and SAP Portfolio and Project Management.5. Updated for EHP5 and 6 Discover new functions from the two latest Enhancement Packages, as well as SAP Enterprise Project Connection (also relevant for users with older releases as of 4.6C).Highlights Include:Work breakdown structure and networkMilestones, documents, statuses, and versionsTools for master data maintenanceScheduling and planningBudgeting functionsExternal services and internal activitiesRevaluation, overhead rates, interest calculationResults analysis, cost forecast, settlementProject Information System: Structures and FinancialsOpen PS for Microsoft ProjectSAP Portfolio and Project Management
~ Customization, functionality, and complete SAP PS usage details ~ In-depth coverage of all project phases from planning to invoicing, and beyond ~ I ncludes exclusive expert insights on reporting and interfaces Mario Franz www.allitebooks.com I j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j www.allitebooks.com j j Project Management with SAp® Project System www.allitebooks.com PRESS SAP PRESS is a joint initiative of SAP and Galileo Press The know-how offered by SAP specialists combined with the expertise ofthe publishing house Galileo Press offers the reader expert books in the field SAP PRESS features first-hand information and expert advice, and provides useful skills for professional decision-making SAP PRESS offers a variety of books on technical and business related topics for the SAP user For further information, please visit our website: www.sap-press.com Karl LiebstGckel SAP Enterprise Asset Management 2008 approx 555 pp ISBN 978-1-59229-150-2 Othmar Gau Transportation Management with SAP LES 2008, 574 pp ISBN 978-1-59229-169-4 Stephan Kohlhoff Product Development in the Automotive Industry with SAP 2007 480 pp ISBN 978-1-59229-138-0 Jorg Thomas Dickersbach Gerhard Keller, Klaus Weihrauch Production Planning and Control with SAP 2007 477 pp ISBN 978-1-59229-106-9 www.allitebooks.com Mario Franz Project Management with SAp® Project System ~ Gal ileo Press ~ Bonn • Boston www.allitebooks.com ISBN 978-1-59229-125-0 st edition 2007 st reprint, with corrections 2008 Translation Lemoine I nte'rnational , Inc., Salt Lake City, UT Acquisitions Editor Eva Tripp English Edition Editor Frank Paschen Copy Editor Nancy Etscovitz, UCG, Inc., Boston, MA Cover Design Silke Braun Layout Design Vera Brauner Production Steffi Ehrentraut Typesetting SatzPro, Krefeld Printed and bound in Germany © 2007 by Galileo Press SAP PRESS is an imprint of Galileo Press, Boston, MA, USA Bon!!, Gen-:1dny German Edition first published 2007 by Galileo Press All rights reserved Neither this publication nor any part of it SAP, the SAP logo, mySAP, mySAP.com, mySAP Business may be copied or reproduced in any form or by any means Suite, SAP NetWeaver, SAP R/3, SAP R/2, SAP B2B, SAPtro- or translated into another language, without the prior con- nic, SAPscript, SAP BW, SAP CRM, SAP EarlyWatch, SAP sent of Galileo Press, Rheinwerkallee 4, 53227 Bonn, Ger- ArchiveLink, SAP GUt, SAP Business Workflow, SAP Busi- many ness Engineer, SAP Business Navigator, SAP Business Framework, SAP Business Information Warehouse, SAP inter- Galileo Press makes no warranties or representations with enterprise solutions, SAP APO, AcceleratedSAP, InterSAP, respect to the content hereof and specifically disclaims any SAPoffice, SApfind, SAPfile, SAPtime, SAPmail, SAP-access, implied warranties of merchantability or fitness for any par- SAP-EDI, R/3 Retail, Accelerated HR, Accelerated HiTech, ticular purpose Galileo Press assumes no responsibility for Accelerated Consumer Products, ABAP, ABAP/4, ALEIWEB, any errors that may appear in this publication BAPI, Business Framework, BW Explorer, Enjoy-SAP, mySAP.com e-business platform, mySAP Enterprise Portals, All of the screenshots and graphics reproduced in this book RIVA, SAPPHIRE, TeamSAP, Webflow and SAP PRESS are are subject to copyright SAP AG, Dietmar-Hopp-Allee 16, registered or unregistered trademarks of SAP AG, Walldorf, 69190 Walldorf, Germany Germany All other products mentioned in this book are registered or unregistered trademarks of their respective companies www.allitebooks.com Contents at a Glance I ntrod uction 13 Structures and Master Data Planning Functions 111 Budget 223 Project Execution Processes 249 Period-End Closing 319 Reporting 385 Integration Scenarios with Other Project Management Tools 435 A BAPls in SAP Project System 453 B Selected Project System Database Tables 455 C Transactions and Menu Paths 457 D The Author 475 www.allitebooks.com 17 www.allitebooks.com Contents • -" ~ Intro~uctio.Jf .~~u ~ ~ 1.~ ~ ~ ~.· ·;;:'~.~i '.:~.~.u ~., T '" ~ 'f 13, 2.1 Basic Principles 18 2.2 Work Breakdown Structure 22 2.2.1 Structure and Master Data 23 2.2.2 Structure Customizing of the Work Breakdown Structure 33 Standard Work Breakdown Structures 41 Network 42 2.3.1 Structure and Master Data 43 2.3.2 Structure Customizing of the Network 53 2.3.3 Standard Networks 61 Milestones 62 2.4.1 2.4.2 Milestones Assigned to WBS Elements Milestones Assigned to Activities 63 64 Documents 67 2.5.1 PS Texts 67 2.5.2 I ntegration with Document Management 68 2.6 Statuses 69 2.7 Editing Functions 73 2.7.1 Project Builder 74 2.7.2 Project Planning Board 78 2.7.3 Special Maintenance Functions : 83 Tools for Optimized Master Data Maintenance 85 2.8.1 Field Selection 85 2.8.2 Flexible Detail Screens and Table Controls 86 2.8.3 Mass Change 88 2.8.4 Substitution 90 2.8.5 Validation 92 2.8.6 Variant Configuration with Projects 93 2.8.7 Assembly Processing 96 2.2.3 2.3 2.4 2.5 2.8 2.9 Versions 102 2.9.1 Project Versions 102 2.9.2 Simulation Versions 105 2.10 Archiving Project Structures 107 2.11 Summary 110 www.allitebooks.com Contents ~'c ~~ ;~ I' ~ ~ ,,,~,,.f_> ,V~ '''~ '\~'''I' '{ \ '" ,'< _ ) Rlanning Functions v.• , ~.~'.-::'~ •, •: ,• • '•• tI ~ 1" "'o'