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Course Objectives

This course will give an overview of the following

  • Workbreakdown Structure
  • Network
  • Project Builder
  • Project Planning Board
  • Project Simulations
  • Date Planning
  • Resource Planning
  • Materials in Projects
  • Cost Planning
  • Revenue Planning
  • Budgeting
  • Commitments and actual data
  • Period end closing
  • Information systems
  • Integration with other applications

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Course Overview Diagram

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Main Business Scenario

In this course, you will look at the following two projects

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  • An investment project

“ Elevator E-99## ”

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  • A customer project

“ Turbine System T-200## “

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Project System -1

The Project System is an integrated solution that helps you perform all of the tasks in a project - no matter which sector of industry you are active in.�It includes the functions you need in all project phases.

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Project System - 2

  • Project System is part of SAP‘s

solution for Project and Portfolio

Management. Project System

helps you manage the project

through its entire life cycle, from

setting up a structure, to drawing

up detailed plans, to execute and

completing the project.

  • Because of its tight integration

into financial and logistic core

enterprise processes Project

System can especially be used

for large and complex projects

such as construction, production,

maintenance, investment, or

costs projects in all industries. Project Builder and Project Planning Board

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Project Characteristics

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Integrated Project Management

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PS Master Data

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Business Scenario : Investment Project E-99##

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Business Scenario : Customer Project T-200##

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Phases in a Project

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Copyright © 2010 Deloitte Development LLC. All rights reserved.

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SAP Project System

Structures

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Part 2 – Project Structures

Overview of the basic data used in a project and what this data is used for:

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  • WBS elements
  • Activities
  • Documents
  • PS texts
  • Milestones

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Understand the Project Builder, and the various options it provides for working with basic data

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Workbreakdown Structures

  • The project definition is an outline of all objects created within a project. �The project definition contains data that affects the entire project (start and finish dates, for example, and organizational data).

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  • The work breakdown structure (WBS) shows the individual elements of a project in a hierarchical structure. A WBS is the operative basis for planning further steps in a project. Here the focus is on planning, analysis, description, control, and monitoring costs, basic dates, and budgets.

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Work Breakdown Structures : Structure

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Work Breakdown Structures : Functions

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The Project Builder

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Work Breakdown Structures – Operative Indicators

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WBS: Organization and Responsibilities

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WBS: Maintenance Options

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WBS : Hierarchy Graphic

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Activities and Networks

  • Activities describe the various tasks and work involved in the project, and the temporal and causal relationships between these tasks.

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  • Here, the focus is on planning, analyzing, describing, controlling, and evaluating costs, scheduled dates, resources, and material requirements.

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  • In the Project Builder and the project planning board, you can create both WBS elements and activities, and maintain data for these.

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Activities and Networks: Structure

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Activities and Networks: Functions

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Different ways of Defining Activities

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Network Graphic

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Relationships

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Mass Change

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Sales Pricing

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PS Texts, Documents, Milestones : Assignments

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Milestones

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Copyright © 2010 Deloitte Development LLC. All rights reserved.

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SAP Project System

Planning

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Planning Business Scenario

The different planning methods will be demonstrated for projects with and without network activities:

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  • If projects have activities , then dates , costs , payments, capacity requirements and material requirements can be planned automatically
  • If projects do not have activities , you can plan dates, costs and payments manually
  • Revenues can be planned using billing elements or the SD documents assigned to the project

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Aspects of Planning

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The Project Planning Board and Simulations

  • The project planning board is a tool that enables you to process the entire project structure (WBS elements, activities and the objects assigned to them) in an integrated environment.

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  • You can simulate projects at various stages, and use this information for planning:

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      • To estimate costs, deadlines, and capacities during the quotation phase

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      • To compare various options during the course of the project. You can then use the best option in your operative project.

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The Project Planning Board : Objects

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The Project Planning Board : Integration

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Icons used in Project Planning Board

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Simulation : Process

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Simulation: Data Transfer

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Scheduling

  • You can schedule dates manually for WBS elements (as basic dates).

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  • You can also use activities to schedule automatically.

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Dates in Projects

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Basic Dates for WBS Elements

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Scheduling

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Basic Dates : Effects on Scheduling

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Resource Planning

Resource planning refers to the following:

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Planning internal processing by means of internal processing activities.�You can evaluate capacity requirements for work centers, and use the project planning board to level capacities.�At the same time, you can also use the project planning board to distribute the work among employees (workforce planning).

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Planning external services by means of external processing or service activities.�In this case, purchase requisitions are generated in Purchasing (at the latest, when the activity is released).�The purchasing department then procures the services in question externally.

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Resource Planning

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Internal Processing

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Distribution of Work among Workforce

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External Processing

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Material Requirement Planning ( MRP )

You plan material requirements by assigning material components to activities.�Material requirements form the basis for procurement - whether the material is to be produced in-house (production) or procured externally (purchasing).

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You can assign material components to activities manually.�Alternatively, you can use the BOM-PS interface to assign BOM components automatically to activities.

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Materials in Projects

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Integration with MM and PP

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Procurement using Requirements Planning

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Direct Procurement

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BOM – PS Interface

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BOM – PS Interface

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Planning Costs and Revenues

You also plan costs in your projects:

Manually for WBS elements - using structure-oriented planning, cost-element-based detailed planning, or unit costing

Automatically - using the costing data of the assigned activities

You plan revenues for projects by means of structure-oriented planning, revenue-element-based detailed planning, or PS billing plans. By assigning SD documents to WBS elements, you can update planned revenues automatically for projects.

You can either plan payments manually using detailed planning, or write them automatically to the project using the quantity structure of the network or billing plans.

You can store different cost planning, revenue planning and payment planning scenarios in CO plan versions, and evaluate these at a later point in time.

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Cost Planning in Projects

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Planned Costs in Networks

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Planning Revenues - Methods

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Project T- 200##: Incoming Orders and Billing Plan

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Copyright © 2010 Deloitte Development LLC. All rights reserved.

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SAP Project System

Budgeting

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Budget : Business Scenario

  • You allocate budgets for the various work packages in your investment project

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  • You use the investment program to budget the top WBS element

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  • You then distribute the budget of the top WBS elements among the level 2 WBS elements

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Cost Planning and Budgeting

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Distributing Budget from the Investment Program

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Budget Overview

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Availability Control

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Copyright © 2010 Deloitte Development LLC. All rights reserved.

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SAP Project System

Execution

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Execution: Business Scenario

You use various business transactions to post actual data ( actual dates, actual costs and actual revenues ) in both your projects

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You can use the information system to evaluate aggregated actual data in the project structure

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Aspects of Project Execution

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Basic Dates for WBS elements

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Confirmation Options

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Individual and Collective Confirmations

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Cross Application Time Sheet ( CATS )

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Cost Integration Using Account Assignment

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Cost Integration using Assignment

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Internal Activity Allocation

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The Purchasing Process

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Milestone Billing

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Milestone Billing

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Copyright © 2010 Deloitte Development LLC. All rights reserved.

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SAP Project System

Period – End Closing

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Period – End Closing – Business Scenario

You calculate overheads for your projects. You then settle projects. You use Schedule Manager to perform period- end closing.

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  • You draw up a results analysis for your customer project ( T-200## ) , and you settle the project to a profitability segment.

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  • You settle your investment project ( E-99## ) to an asset under construction / asset

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Period – End closing : Procedure

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Schedule Manager

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Overheads

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Settlement

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Generating a Settlement rule for a WBS

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Settlement Rules for Activities

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Archiving Steps

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Copyright © 2010 Deloitte Development LLC. All rights reserved.

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SAP Project System

Reporting

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Reporting : Business Scenario

You use the Structures and Controlling Information systems to evaluate key figures for your project

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Information Systems

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Information Systems: Degree of Detail

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Structure Information System

The structure information system evaluates the structural and logistical aspects of projects, but it is also possible to display costs, revenues, and other data in the structure.

  • Benefits of using this information system:
  • It is possible to edit all objects interactively (create, change, display, confirm)
  • Flexible selection of columns for fields to be displayed
  • You can customize icon toolbars in line with the functions used
  • You can save all settings in profiles or overview variants

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Structure Overview and Individual Overviews

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Functions in the Structure / Dates Info System

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Editing All Objects

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Graphical Evaluation

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Importing and Exporting Data

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Progress Analysis

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Progress Analysis : Measurement Techniques

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The Controlling Information System

The controlling information system evaluates, above all, the commercial key figures of projects.

The following types of report are available here:�Hierarchy reports�Cost element reports�Line item reports (ABAP List Viewer)

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Hierarchy Reports

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Going to other Reports

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Cost Element Reports

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ABAP List Viewer ( ALV ) for Line Items

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Copyright © 2010 Deloitte Development LLC. All rights reserved.

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