Chapter 23 SAP for Professional Services

7/15/2019 Chapter 23 SAP for Professional Services

http://slidepdf.com/reader/full/chapter-23-sap-for-professional-services 1/48

Release Notesfor

SAP for Professional Services

SAP enhancement package 5 for SAP ERP 6.0



SAP® What's New? – Release Notes

Release Notes for SAP for Professional ServicesSAP enhancement package 5 for SAP ERP 6.0 Page 2 of 48

Copyright

© 2010 SAP AG. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purposewithout the express permission of SAP AG. The information contained herein may be

changed without prior notice.

Some software products marketed by SAP AG and its distributors contain proprietarysoftware components of other software vendors.

Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of MicrosoftCorporation.

IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x,System z, System z10, System z9, z10, z9, iSeries, pSeries, xSeries, zSeries, eServer, z/VM,z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM,Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower,PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner,

WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBMCorporation.

Linux is the registered trademark of Linus Torvalds in the U.S. and other countries.

Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registeredtrademarks of Adobe Systems Incorporated in the United States and/or other countries.

Oracle is a registered trademark of Oracle Corporation.

UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group.

Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin aretrademarks or registered trademarks of Citrix Systems, Inc.

HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World

Wide Web Consortium, Massachusetts Institute of Technology.

Java is a registered trademark of Sun Microsystems, Inc.

JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape.

SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, Clear Enterprise, SAPBusinessObjects Explorer and other SAP products and services mentioned herein as well astheir respective logos are trademarks or registered trademarks of SAP AG in Germany andother countries.

Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, CrystalDecisions, Web Intelligence, Xcelsius, and other Business Objects products and servicesmentioned herein as well as their respective logos are trademarks or registered trademarks of

SAP France in the United States and in other countries.

All other product and service names mentioned are the trademarks of their respectivecompanies. Data contained in this document serves informational purposes only. Nationalproduct specifications may vary.

These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, withoutrepresentation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products andservices are those that are set forth in the express warranty statements accompanying suchproducts and services, if any. Nothing herein should be construed as constituting anadditional warranty.





Release Notes for Business Functions .............................................................. 4 Business Function Commercial Project Inception and Lean Staffing ............................... 4

PRS_ERP_CPILS1: Enhancements for Follow Up Processing in Sales UI (New) ........ 8 PRS_ERP_CPILS1: Commercial Project Set-Up (New) ............................................... 9 PRS_ERP_CPILS1: Commercial Project Configuration (New) ................................... 11 PRS_ERP_CPILS1: Staff Assignment (New) ............................................................ 12 PRS_ERP_CPILS1: Forecasting (New)..................................................................... 15 PRS_ERP_CPILS1: Archiving (New) ........................................................................ 21 PRS_ERP_CPILS1:Report Assignment Overview per Employee (New) .................... 23 PRS_ERP_CPILS1:Report Resource Consumpt. per Ass. Obj. (New)....................... 26 PRS_ERP_CPILS1: Report Employee Utilization (New) ............................................ 29 PRS_ERP_CPILS1: Report Skill Utilization (New) ..................................................... 32 PRS_ERP_CPILS1: Enhancement Spot WE_ENGAGEMENT (New) ........................ 34 PRS_ERP_CPILS1: Resource-Related Billing Using Service Attributes (New) .......... 36 PRS_ERP_CPILS1: Detailed Work In Progress Reporting (New) ............................. 38 PRS_ERP_CPILS_1: Impact on Time Recording (CATS) (New)................................ 39 PRS_ERP_CPILS1: Power List for Staff Assignments (New)..................................... 41 PRS_ERP_CPILS1: Power List for Sales Documents (New) ..................................... 43 PRS_ERP_CPILS1: Power List for Debit Memo Requests (New) .............................. 45

Business Function HCM, Lean Staffing for Professional Services ................................. 47 PRS_HCM_CPILS_1: HCM, Lean Staffing for Professional Services (new) ............... 47





Release Notes for Business Functions

Bus iness Funct ion Commercial Project Incept ion and Lean

Staff ing

PRS_ERP_CPILS1: BF Commercial Project & Lean Staffing (New)

Use

As of SAP enhancement package 5 for SAP ERP 6.0 (EA-APPL 605), the business

function Commercial Project Inception & Lean Staffing (PRS_ERP_CPILS1) is

available.

You can use this business function to streamline enterprise operations and to increase

the efficiency of your project-oriented and service-oriented business: In addition to

providing dedicated capabilities for setting up and maintaining commercial projects and

related staff assignments, its automatic functions for tracking, controlling and analyzing

billable work enhance operational control, facilitate compliance with client contracts,

and reduce costs.

The new business function comprises the following applications:

Commercial Project Inception

The Commercial Project Inception application allows you to simplify the creation of

commercial engagements by:

o Providing a consolidated view of customer contracts and project controlling

o Enabling an easy way to set up controlling structures for improved financial

contract management

o Synchronizing the creation of contracts and projects, including a subsequent

linking of contracts with projects (when you create a sales document, you can

create a project using standard WBS elements).

Lean Staffing

The Lean Staffing application introduces new tools that can be used to manage

assignments of employees to both client-facing and internal engagements, and enables

you to:o Easily identify the right professionals for your engagements

o Assign selected employees to engagements and apply rules

o Monitor employee assignments

o Simplify and validate time recordings for employees (CATS)

o Obtain reliable reports and forecasts about employee utilization

o Use integrated functions for service-specific billing and financials.





Employee Forecast

Visibility of the utilization and availability of individual employees is a key asset for

professional service providers.

The Forecast application allows individuals to plan their own time, while documenting

their availability / non-availability in parallel. This improves the assessment of your employee commitments, raises visibility of employee utilization and increases the

reliability of the business forecast.

The flexible reporting options offered by this application are based on preferences that

you can define in Customizing.

WIP Details

You can now save details of work in progress (WIP) determined during the Results

Analysis and execute reports to understand the details of WIP.

The WIP details are saved in the database during Results Analysis for subsequent

reporting. Reporting is provided using Simplified Reporting , which supports reporting

using either standard or customer-created SAP Query and BI Query reporting based on

an Infoset that is enabled as a BI Infoprovider.

Service Attributes

The billing of services to clients is based on SAP’s Resource Related Billing Solution.

To incorporate the diverse requirements of a service provider as flexibly as possible,

new service attributes have been introduced: these enable you to add new parameters

and characteristics to your service process that are valid throughout the entirecommercial process, or are electively only relevant in individual process steps. These

attributes allow you to control all resource-related billing processes on the basis of

individual criteria.

Personal Object Worklists

New configurable personal object worklists (Power Lists (POWL)) are available, that

improve usability and user navigation. These functions enable you to easily create

personal worklists on the basis of feeder classes. They are also instrumental in adding

valuable process guidance along the professional services quotation-to-cash businessscenario. The Commercial Project Inception & Lean Staffing business function includes

new Power Lists for:

o Sales documents

o Internal orders

o Projects

o Customer service orders

o Staff assignments

o Employees.





For more information, see the following release notes:

o PRS_ERP_CPILS1: Enhancements for Follow Up Processing

in Sales UI (New)

o PRS_ERP_CPILS1: Commercial Project Set-Up (New)

o PRS_ERP_CPILS1: Commercial Project Configuration (New)

o PRS_ERP_CPILS1: Staff Assignment (New)

o PRS_ERP_CPILS1: Forecasting (New)

o PRS_ERP_CPILS1: Archiving (New)

o PRS_ERP_CPILS1: Report Assignment Overview per Employee (New)

o PRS_ERP_CPILS1: Report Resource Consumpt. per Ass. Obj.

(New) o PRS_ERP_CPILS1: Report Employee Utilization (New)

o PRS_ERP_CPILS1: Report Skill Utilization (New)

o PRS_ERP_CPILS1: Enhancement Spot WE_ENGAGEMENT

(New)

o PRS_ERP_CPILS1: Resource-Related Billing Using ServiceAttributes (New)

o PRS_ERP_CPILS1: Detailed Work in Progress Reporting (New)

o PRS_ERP_CPILS1: Impact on Time Recording (CATS) (New)

o PRS_ERP_CPILS1: Power List for Staff Assignments (New)

o PRS_ERP_CPILS1: Power List for Sales Documents (New)

o PRS_ERP_CPILS1: Power List for Debit Memo Requests (New)

Effects on Customizing

To use this business function, you must activate both the business function

LOG_SD_CI_02 and the Staff Assignment and Work Engagements (EA-SAWE)

Enterprise Extension.To use the full functionality of the business function Commercial Project Inception &

Lean Staffing , you can optionally also activate the business function

PRS_HCM_CPILS_1, which requires the installation of EA-HR 605. This enables you

to use the new Webdynpro application for CATS time entry.

To set up the Customizing activities for this business function, choose the navigation

path SAP Customizing Implementation Guide -> SAP Professional Services.

Roles and Authorizations

To use the full functionality of the business function Commercial Project Inception &





Lean Staffing , your user must be assigned to the PFCG profiles

SAP_SAWE_UNIVERSAL and SAP_CATS_LEAN_STAFFING, or to a role which

includes these menu entries.

You can navigate to these transactions only in the SAP NetWeaver Business Client or

in the NWBC Zero Footprint Client.

To provide access to the overview, resource consumption and utilization reports toselected users, assign these users to the user group SAWE in transaction SQ03.

See also

For more information, see the SAP Library documentation under Industries in SAP ERP

-> SAP for Professional Services.





PRS_ERP_CPILS1: Enhancements for Follow Up Processing in Sales UI(New)

Use

As of SAP enhancement package 5 for SAP ERP 6.0 (EA-APPL 605), business

function Commercial Project Inception & Lean Staffing (PRS_ERP_CPILS1), you can

control the follow up processing in the Configurable Sales User Interface (UI) using the

BADI_SLS_LO_OIF_FOLLOW_UP Business Add-In (BAdI).

To access the list of possible follow up actions, you finish the processing of a sales

document with the following buttons:

o Create and Change mode: Save and Follow Up

o Display mode: Fol low Up

Two BAdI implementations are delivered with this BAdI:

o The ERP_BADI_SLS_LO_OIF_FOLLOW_UP enhancement implementation

covers the standard follow up actionsPrint Preview

,Bil l ing

andDelivery

.o The PRS_BADI_SLS_LO_OIF_FOLLOW_UP enhancement implementation

covers the professional services-related follow up actions Staff ing and Project

Setup .

For more information, see the BAdI documentation.

Effects on System Administration

If you want to use the function described here, you must activate the following business

functions:

o The ERP_BADI_SLS_LO_OIF_FOLLOW_UP enhancement implementation is

part of the business function LOG_SD_CI_02. Therefore this implementation is

only visible and called if this business function has been activated.

o The PRS_BADI_SLS_LO_OIF_FOLLOW_UP enhancement implementation is

part of the business function PRS_ERP_CPILS. Therefore this implementation is

only visible and called if this business function has been activated.

The follow up actions are defined in transaction Maintain Launch Pad (transaction

code LPD_CUST), launch pad role LO_OIF with launch pad instance FOLLOW_UP.


You can create implementations in the SAP Customizing Implementation Guide under

SAP Professional Services -> Enhancements -> Enhancements for Commercial Project

Inception -> BAdI: Define Follow-Up Activities for Configurable Sales UI .

See also

For more information, see the central release note for the business function

Commercial Project Inception & Lean Staffing and the SAP Library

documentation under Industries in SAP ERP -> SAP for Professional Services.





PRS_ERP_CPILS1: Commercial Project Set-Up (New)

Use


function Commercial Project Inception & Lean Staff ing (PRS_ERP_CPILS1), you

can synchronize the creation of sales documents (quotation, contract or sales order)and projects between the application areas Sales and Distributi on (SD) and Project

System (PS). When you create a sales document, the Commercial Project Inception

functionality enables you to create a project using standard WBS elements.

o When you save the sales document, the appropriate standard WBS elements

are assigned to all newly created items.

In Customizing for Project System in the Configure Commercial Project

Inception IMG activity, you define appropriate standard WBS elements for the

given combinations of material, sales organization and sales document type.

- Projects are only created for new items for which no project is already

assigned and whose materials points to a standard WBS elements.

- Only one project can be created each time you save. If you want to create

more than one project, for example, one project for each item, you must

save once for each and every item.

o If you copy a sales document with items using the Configure Comm ercial

Project Inception process, you can define whether a new project is created or

the project assigned to the source item is used. You do this in Customizing for

Sales and Distributio n in the Copyi ng Contro l: Sales Document to Sales

Document IMG activity. the Sales and Distributio n if on target a new project is

created

o As soon as a sales item has an operative WBS element assigned that was

created using the Configur e Comm ercial Project Inceptio n process , the Item

Material Numb er field and the Sales Document Type can no longer bechanged.


You define the Customizing settings for this function in Customizing for SAP

Professio nal Services by choosing:

o General Setting s -> Acti vate SD functions for Commercial Projects

Activate the Comm ercial Project Inceptio n indicator.

o Commercial Project Incept ion -> Config ure Commercial Project Inception

Define the standard WBS elements for the combination of material, sales

organization and sales document type.

o Enhancements -> Enhancemen ts for Commercial Project Inception You can use the following Business Add-Ins:

- BAdI: Define Follow-Up Activities for Configurable Sales UI

- BAdI: Adapt Standard WBS Element

- BAdI: Change Project ID (Project System)

- BAdI: Filter Links (of Sales Document Items) Associated with WBS

See also

For more information, see:

oCentral release note for the business functionCommercial Project





Inception & Lean Staffing

o Release note PRS_ERP_CPILS1: Commercial Project

Configuration (New)

o SAP Library documentation under Industries in SAP ERP -> SAP for

Professio nal Services .





PRS_ERP_CPILS1: Commercial Project Configuration (New)

Use

As of SAP enhancement package 5 for SAP ERP 6.0 (EA-APPL 605), businessfunction Commercial Project Inception & Lean Staff ing (PRS_ERP_CPILS1), you

can simplify the process to create commercial projects (the customer projects that arelinked to sales documents).

When a sales document is created, the creation of a new operative project is triggered.

This project is created using a project template (the standard WBS element).

You can configure this process depending on the sales document material, sales

organization, and the sales document type.

This configuration is a prerequisite for Commercial Project Incept ion in sales order

processing.

Effects on Existing DataYou can configure Commercial Project Inceptio n in Customizing for SAP Professio nal Services (IS-PRS) in Commercial Project Inception -> Config ure

Commercial Project Incept ion .


You make the Customizing settings for this function in Customizing for SAP Professio nal Services (IS-PRS) in Commercial Project Inception :

Configure Commercial Project Inception

In this activity, you define the standard WBS elements for the combination of the sales

document material, sales organization, and sales document type.

See also

o Release note PRS_ERP_CPILS1: BF Commercial Project & Lean

Staffing

o SAP Library for SAP ERP on SAP Help Portal at http://help.sap.com/erp ->

SAP ERP Enhancement Packages -> ERP Central Comp onen t

Enhanc ement Package 5 -> Indus tries in SAP ERP -> SAP for Professional

Services





PRS_ERP_CPILS1: Staff Assignment (New)

Use



use the staff assignment transaction to assign employees to various types of assignment objects (such as SD order items or WBS elements).

SAP delivers the necessary assignment implementations for the following object types:

o SD order item

o WBS element

o Internal order

o Service order

o Customer

o Work engagements.

You can extend the assignment of employees and forecasts to additional object types

in a project-specific way. For more information about project-specific enhancements,

see release note Enhancement Spot WE_ENGAGEMENT (New).

When you access the staff assignment transaction directly, you have to specify the

work engagement type and the assignment object ID of the object to which you want to

assign employees. By contrast, when you access the staff assignment screen from a

Power List (as the Power List for sales orders, for example), the assignment object isalready determined by the system and you can immediately start with the search of

candidates for the assignment.

Using the search function, you can search for employees who can be added to the list

of candidates for the assignment. To assign a specific employee to an assignment, you

can either select them from the candidate list and use the button Add Ass ignment , or

directly specify the name or the ID of an employee in the assignment list.

In the assignment, you can also specify additional assignment data, such as:

o Validity periodo Expected number of working days

o Maximum number of working days

o Task type

o Competency

o Booking status,

or you can define additional attributes for assignments, as described in the

documentation of the Customizing activity Define Service Attributes.





The staff assignment transaction enables you to send email notifications to your

employees, to inform them about their assignment, and also to print the list of

assignments for reference.

You can use the following enterprise service interfaces to read, create, change, or

cancel staff assignments:

o StaffAssignmentERPByElementsQueryResponse_In

o StaffAssignmentERPByIDQueryResponse_In

o StaffAssignmentERPCancelRequestConfirmation_In

o StaffAssignmentERPChangeRequestConfirmation_In

o StaffAssignmentERPCreateRequestConfirmation_In

o StaffAssignmentERPItemReleaseCancelRequestConfirmation_In

o StaffAssignmentERPItemReleaseRequestConfirmation_In


You make the Customizing settings for staff assignments under:

o SAP Customizing Implementation Guide -> SAP Professional Services -> Lean

Staffing -> Settings for Staff Assignment -> Define Relevant EmployeeGroups


Staffing -> Settings for Staff Assignment -> Select Skills fromQualifications Catalog


Staffing -> Settings for Staff Assignment -> Staff Assignment E-mailNotification Send Option


Staffing -> Settings for Staff Assignment -> Define Template for E-mailNotification

Optionally, you can also define additional attributes for assignments, as described in

the documentation of the Customizing activities Create Service Attributes and

Use Service Attributes in Lean Staffing and Forecasting.

See also


Commercial Project Inception & Lean Staffing, the release note





Enhancement Spot WE_ENGAGEMENT (New) and the SAP Library






PRS_ERP_CPILS1: Forecasting (New)

Use



use new forecasting functions to improve your project staffing efficiency.

The transaction for utilization forecasting provides an entry sheet which allows the

following:

o Employees to enter utilization forecasts for their own engagements

o Authorized employees to maintain forecasting data centrally for the company’s

staff

On the basis of this data, management can call up detailed employee views and

analyze their employee utilization and availability to work in other projects, or view the

average utilization of all employees allocated to a specific assignment.

SAP delivers the necessary implementations to maintain utilization forecasts for the

following object types:

o SD order item

o WBS element

o Internal order

o Service order

o Work engagements along with forecast objects

You can extend the assignment of employees and forecasts to additional object types

in a project-specific way. For more information, see release note EnhancementSpot WE_ENGAGEMENT (New).

You have the following access options:

o When you enter the forecast transaction directly, you can access utilization

forecasts for your own user: The forecasting application considers the

Customizing setup as well as your authorizations (the authorizations of the user

who has logged on to the system).

o When you access the forecast transaction using a Power List (as the POWL for

sales orders for employee 1, for example) or using the staff assignment

transaction, the system displays the forecast application for employee 1, based

on the user authorization of the user who has logged on to the system to view

the forecast data for employee 1.

Roles, Authorizations, and Users for Forecast Maintenance:

The following roles are envisaged:

o Consultant or employee role: Authorization to change or display own forecast

data





o Assistant role: Authorization to maintain forecast data of a specific group of

employees for direct/indirect reports to his/her manager

o Manager role: Authorization to maintain own forecast data and data of a specific

employee group for direct/indirect reports

o Super user role: Authorization to maintain forecast data for all employees

Features:

You can enter utilization forecasts with the following features:

Employee Search:

If you are an assistant, manager, or superuser, the system provides an additional

employee search function in the field Forecasted For .

The employee search feature is provided in the following ways:o Employee Search dialog box

The employee search is provided for the following search criteria, which can be

entered in the search field Forecasted For :

- Name

Employee ID

When you provide search criteria and choose Enter , the system displays a

search criteria result dialog box. The search criteria result depends on the

search criteria you have specified and on your authorization (the

authorization of the user who has logged on to the system). Managers, for

example, can only search for employees directly and indirectly reporting to

them. By contrast, superusers can search for all employees.

If you do not enter any search criteria and choose Enter , the search resultis entirely based on your authorization (the authorization of the user who

has logged on to the system).

- Input help

The system provides an employee search based on the following search

criteria:

- Employee ID

- Employee Last Name

- Employee First Name

- Employee Full Name

- Employee Group

- Company Code

The search result list is populated on the basis of the search criteria youhave chosen and on your authorizations.

When you select an employee from the search result list and choose

Enter , the system populates the utilization forecast data for the selected

employee.

o Calendar:

The system displays 3 calendar months, independently of the planning

granularity that was selected in Customizing.

For all planning granularities, the system provides keys for entries such as

vacation, holidays, and non-working days. The key related to forecasted time is

also specified for daily planning granularities.

The calendar gives preference to non-forecasted days over holidays, vacation





and non-working days. If a day is both a forecasted day and a holiday, the

calendar indicates a holiday.

To navigate to the maintenance of the utilization forecasting, choose a date in

the calendar.

Past utilization forecasts can be viewed for time periods up to three months from

the current date.

Forecast Details:

In the utilization forecast, the system displays the following information:

o Assignment data

o Service attributes

o Comments

o Actuals: CATS recording

o Task type

o Forecasting period (dates for a daily planning granularity, calendar weeks for a

weekly planning granularity and months for monthly planning granularity) - these

columns can be scrolled.

When you maintain the utilization forecast, the system updates the following features:

o Maximum days available for forecasting

o Not forecasted

o Availability: target hours considering vacation, public holidays, and so on

o Total forecast

o Total unassigned

Customizing-Related Features:

Depending on the planning granularity setup you have chosen (see Effects on

Customizing ), you can access utilization forecast periods on a daily, weekly, or monthly

basis. Forecasting units can be hours or days, depending on the chosen planning

granularity and Customizing settings.

You can maintain utilization forecasts for future dates, considering the planning

timeframe maintained in Customizing.

You can maintain utilization forecasts for forecasting object types.

The forecast application displays the following 3 tabs:

o - Daily View tab: Forecast data can be maintained here

o - Weekly View tab: Consolidated forecast information can be viewed here

o - Monthly View tab: Consolidated forecast information can be viewed here





If the planning granularity maintained in Customizing is:o Daily

The preconfigured planning unit for a daily view is hours. If you

change the preconfigured planning unit in the Forecast Details View, for

example from hours to days, you can no longer change any of the

displayed data until you return the unit setting to its original value.

The calendar highlights forecasted days.

o Weekly

The forecast application displays forecast data related to a weekly

planning granularity. If you change the preconfigured planning unit in the

Forecast Details View, for example from day to hours, you can no longer

change any of the displayed data until you return the unit setting to its

original value.

o Monthly

The forecast application displays forecast data related to a monthly

planning granularity. If you change the preconfigured planning unit in the

Forecast Details View, for example from day to hours, you can no longer change any of the displayed data until you return the unit setting to its

original value.

Validation of forecasting values:

If you wish to validate or filter the forecasting values entered by users, you can use the

dedicated Business Add-Ins (BAdI) SAWE_TIME_PS_VALIDATION and

SAWE_TIME_PS_FILTER.

o SAWE_TIME_PS_VALIDATION enables you to check the consistency of values

in the time planning sheet.

o SAWE_TIME_PS_FILTER enables you to add additional filtering conditions for staff assignments and forecasting objects.

Other features:

o You can maintain utilization forecasts only for assignments that are forecast-

relevant.

o You can maintain utilization forecasts for assignments as long as the

assignments are still valid .

o You can maintain utilization forecasts for assignments that are not archived.

o You can maintain comments for every assignment.

o You can export the entire forecast sheet to the spreadsheet application.

o You can filter columns based on conditions.

o You can hide columns using the option Settings

o You can print the entire forecast data

You can use the following enterprise service interfaces to read, create or change staff

assignment time planning sheet/forecasting entries:

o StaffAssignmentTimePlanningSheetERPChangeRequestConfirmation_In (create





and Change)

o StaffAssignmentTimePlanningSheetERPByIDQueryResponse_In

Effects on Existing Data

Existing data is not affected.

Effects on Data Transfer

Not applicable.


You have to complete mandatory and optional Customizing setup activities before

maintaining the utilization forecast settings.

Settings for Forecasting:

Customizing path: SAP Professional Services -> Lean Staffing -> Settings for

Forecasting

Set Up Time Planning Sheet : table TSAWE_TPS_SETUP

This Customizing table enables you to set up the planning timeframe and planning

granularity for the application at company code level. This table contains one recordper company code level. This Customizing setting is mandatory.

Define Hours per Working Day : table TSAWE_HR_D_CONV

This Customizing table enables you to maintain the amount of hours which make up aworking day. This setting can differ per company code. The conversion is used by the

forecasting application for all data conversions from days to hours.

Define Forecasting Unit : table TSAWE_PLAN_UNIT

For a combination of company code and planning granularity, you can maintainplanning units. Planning units enable you to determine the unit in which the system has

to maintain the forecast information by default. You can maintain planning units only for

weekly and monthly forecasting granularity. For daily granularity, the planning unit is

always hourly.

Define Forecasting Object Type: table TSAWE_DUMMY_OBJ

The forecasting object type for projects, SD, and internal orders is maintained here at

company code level.





Define Display Timeframe: table TSAWE_DISP_TIME

This Customizing table is used to maintain the display timeframe, which is not company

code specific. A separate display timeframe may be entered for every planning

granularity.

Settings for Staff Assignment:

Customizing path: SAP Professional Services -> Lean Staffing -> Settings for Staff

Assignment

Define Relevant Employee Groups: table TSAWE_PERSG

In this Customizing activity, you define the employee groups that are relevant for the

Lean Staffing application. Only defined employee groups can be used in reporting andforecasting.

Settings for Enhancements for Enterprise Services:

Customizing path: SAP Professional Services -> Enhancements -> Enhancements for

Lean Staffing & Forecasting -> Services

You can define additional attributes for assignments as described in the Customizing

activities Create Service Attributes and Use Service Attributes inLean Staffing and Forecasting.

For more information about the Customizing views, see the relevant Customizing

documentation.

See also








PRS_ERP_CPILS1: Archiving (New)

Use



use archiving functions to permanently store your Lean Staffing assignment data for future reference.

Whereas the tables SAWE_D_TIME_PS and SAWE_D_TIME_PSI are deleted without

prior archiving, the new archiving object SAWE_LSA enables you to archive and delete

the following database tables:

o SAWE_D_SA_HDR

o SAWE_D_SA_ITM

Archiving is executed using the standard archive administration tool SARA.

The archived objects stored in the archive information system are the following:

o Info Structure SAP_SAWE_SA

o Field Catalog SAP_SAWE_SA

Archiving Process

The new archiving object comprises the following programs:

- Preprocessing

SAWE_SA_ARC_PREPROCESSIN

G

- Write SAWE_SA_ARC_WRITE

- Delete SAWE_SA_ARC_Delete

- Read Sequentially

SAWE_SA_ARC_READ_SEQUENTI

AL

- Read By Index SAWE_SA_ARC_READ_BY_INDEX

Preprocessing

The archiving object launches a preprocessing report that checks whether staff

assignments can be archived. All assignments associated with an assignment object(sales document, internal order, project, customer) are archived. Consequently, all the

staff assignments of an assignment object must be archivable, otherwise the archive

operation fails.

If all assignments of a specific assignment object can be archived, the preprocessing

report selects the field to_be_archived in the staff assignment table

SAWE_D_SA_HDR. If this field is selected, the transaction Lean Staffing Staff





Assignments can no longer be accessed in the change mode and can only be

displayed.

Staff assignment items can be archived only if their end date is later than the specified

retention period. The report selection parameters require you to enter a retention

period, which has to be expressed either as a specific date or in days.

Example:

If the retention period date entered in the report parameter is 2009.10.01, all staff

assignment items with an end date equivalent to 2009.09.30 or older can be archived.

This archiving program can run independently of write/delete programs.

The flag to_be_archived in the staff assignments can also be set by the assignment

object. For example, when you archive an SD order, the order sets the flag

to_be_archived in any related staff assignments, because staff assignments without

underlying assignment objects do not exist.

Write

The write program selects all the staff assignments in which the field to_be_deleted is

selected and writes them to the archive.

Delete

The delete program deletes the staff assignments from the resident tables and also

deletes the tables that are not to be archived (for example, the forecast table).

Read Sequentially

The read sequential program sequentially reads all records from the selected archiving

files.

Read By Index

The read by index program reads index-sequential records from the entire archive.

Archive Information System

The archive information system provides a standard field catalog SAP_SAWE_SA and

an information structure SAP_SAWE_SA, which you can use to create your ownobjects.

See also



documentation under Industries in SAP ERP -> SAP for Professional Services , and the

SAP Library Documentation related to Archiv ing .





PRS_ERP_CPILS1:Report Assignment Overview per Employee (New)

Use

As of SAP enhancement package 5 for SAP ERP 6.0 (EA-APPL 605), businessfunction Commercial Project Inception & Lean Staffing (PRS_ERP_CPILS1), you can

use the Power List Assignment Overview per Employee to display a detailed view of all

assignments allocated to a specific employee.

You can use this report to display a detailed view of all assignments allocated to a

specific employee.

For example, you can use this report in the business role of a delivery or staffing

manager, to examine to which orders or customers a consultant is or has been

assigned. This enables you to identify under- or over-employed consultants or prepare

for a feedback session with a consultant.

Depending on your authorizations, you can start this report using different user

interfaces:

1. SAP Query

Navigation path: SAP Easy Access -> Reporting -> Employee Assignment

Alternatively you can execute transaction SQ01 using the following data:

Query Area: Global Area (Cross-Client)

Query Name: 0SAWE_PSEA_Q00

2. Power List

Navigation path: SAP Easy Access -> Reporting -> POWL Employee

Assignment

Features

The report definition dialog displays the following fields, which you use to specify the

scope of the report:

o Assignment date

o Assignment object type

o Booking Status

o Company code

o Controlling Area

o Cost center

o Employee ID

o Organizational unit

Choose the Apply button to use your report definition to generate a report that is

immediately visible. The report can contain one or more entries, and each entry

contains the following information:

o Booking Status





o CATS hours

o CATS-relevant

o Competency

o Controlling Area

o Cost Center

o Employee ID

o Expected number of days

o First/last name

o Indicator Missing CATS Authority

o Maximum number of days of an assignment

o Organizational Unit

o Object ID

o Object typeo Object name

o Start and end date of an assignment

o Task Type

o Task Level

If you use organizational data such as Company Code or Organizational Unit as search

criteria, the report generation process first searches for employees who belong to the

company code or organizational unit specified and displays the corresponding

assignment data. If you do not specify any organizational data as search criteria, the

list directly displays assignment data for all employees.

The report generation process only considers employees belonging to employee

groups defined in the Customizing table Define Relevant Employee Groups .




Not applicable.

Effects on CustomizingThe data used in this report is retrieved using a data source. The extraction method is

based on a function module stored in the function group SAWE_EXTR.

The report output is obtained using generated Infoset queries or Power Lists.

To extend the report Assignment Overview per Employee (for example, to include

project-specific data), you must create an implementation of the Business Add-In

(BAdI) SAWE_REPORTING. This Business Add-In provides a method that enables you

to enrich the output data of the report. If you use this method, you have to regenerate

the Infoset-queries or the Power Lists, or use a customer-specific output interface, such

as SAP List Viewer.





See also








PRS_ERP_CPILS1:Report Resource Consumpt. per Ass. Obj. (New)

Use



use the report Resource Consumption per Assignment Object to gather informationabout the quantity of resources deployed to complete a specific assignment. This report

compares the actual time reportings made in transaction CATS with the planned

values. The planned values are taken from the resource assignment data base.

This report provides an overview of the number of employees deployed to complete a

specific assignment. This report compares the actual time records in transaction CATS

with the times specified in the employee assignment data base.

For example, a delivery or staffing manager can use this report to examine which

consultant has been allocated to a customer or to an order and what their planned and

actual contribution has been.

This information can support the staffing process, for instance in the following

situations:

o When consultants who have worked for customer “XYZ” are not allowed to be

staffed for customer “ABC”

o When customers prefer to hire consultants who have already worked for their

company

Features


interfaces:

1. SAP QueryNavigation path: SAP Easy Access -> Reporting -> Resource Consumption



Query Name: 0SAWE_PSRC_Q00

2. Power List

Navigation path: SAP Easy Access -> Reporting -> POWL Resource

Consumption

The report definition dialog displays the following fields, which you use to specify thescope of the report:

o Date

o Assignment Object Type

o Booking status




o Object Type Description

o Object ID





o Employee ID

o First/last name

o Task type

Specific task that an employee performs, for example "consulting".

oTask levelFor example, junior or senior.

o Start and End date of an assignment

o Expected days

Presumed number of days that are necessary to fulfill the task related to an

assignment.

o Maximum Days

Maximum amount of working days that can be entered for an assignment.

o Hours

o Consumption

Employee consumption for an assignment object in percent.o Competency

o No CATS Authorization

Indicates if access to CATS data is allowed for the selected employee ID and

date.

o CATS-Relevant

Specifies whether the staff assignment is displayed in the CATS worklist for the

assigned employee.

o External

Displays if an employee is external ('X') or internal (empty).

o Soft bookedIndicates that a staff assignment has a preliminary status and is not fully

confirmed.




Not applicable.


The data used in the report is retrieved using a data source. The extraction method is



To extend the report Resource Consumption per Assignment Object, you must create

an implementation of the Business Add-In (BAdI) SAWE_REPORTING. This Business

Add-In provides a method that enables you to enrich the output data of the report. If

you use this method, you have to regenerate the Infoset queries or the Power Lists, or

use a customer-specific output interface, such as SAP List Viewer.





See also








PRS_ERP_CPILS1: Report Employee Utilization (New)

Use



use the report Employee Utilization to gather information about the quantity of assignments allocated to a specific resource.

This report provides an overview of the percentage of time that an employee is utilized

for assignments. Utilized time is the time that an employee spends on one or more

assignments. Employees use the Forecast to indicate the time they plan to spend

working on an assignment: for current and future assignment objects and months the

report reads data from the forecast database. For past assignment objects or periods of

time in the past, the report reads CATS data.

For example, a delivery or staffing manager can examine which consultant has been

assigned to a customer or to an order and what their planned and actual contribution

has been.

Features

The report shows the actual resource utilization in percent for employees and

organizational units. The utilization percentage can be displayed for past, current and

future periods.

Two employee utilization Power Lists are available:

o POWL Employee Utilization per OrgUnit enables evaluations based on

organizational units

o POWL Employee Utilization per CC enables evaluations based on controlling

area and cost centers

The maximum evaluation period of both Power Lists is 12 months.


interfaces:

1. SAP Query

Navigation path: SAP Easy Access -> Reporting -> Employee Utilization per

OrgUnit / per CC

Alternatively you can execute transaction SQ01 using the following data:Query Area: Global Area (Cross-Client)

Query Name: 0SAWE_PSEU_Q01 or 0SAWE_PSEU_Q02

2. Power List

Navigation path: SAP Easy Access -> Reporting -> POWL Employee Utilization

per OrgUnit / per CC







o Organizational unit or Controlling area and Cost Center of the employee

o Employee ID

o Last name

o First name

o Assignment periodFor example, the date range 28.01.2010 – 15.06.2010 sets the output periods

01/2010 – 06/2010

o Booking status




o Organizational unit or Controlling Area and Cost Center of the employee

o Employee ID

o Last name

o First name

o Pd 1-12

1-12 periods of evaluation depending on the selected assignment period

o Last Updated

Date of last update of forecast data for the selected employee

o No CATS-Auth.

Indicates if access to CATS data is allowed for the selected employee ID and

date.

The report generation process only considers employees belonging to employeegroups defined in the Customizing table Define Relevant Employee Groups .




Not applicable.





To extend the report Employee Utilization, you must create an implementation of the

Business Add-In (BAdI) SAWE_REPORTING. This Business Add-In provides a method

that enables you to enrich the output data of the report. If you use this method, you

have to regenerate the Infoset-queries or the Power Lists, or use a customer-specific

output interface, such as SAP List Viewer.





See also








PRS_ERP_CPILS1: Report Skill Utilization (New)

Use



use the report Skill Utilization to gather detailed information about the competenciesrequired to complete different assignments.

For example, a delivery or staffing manager can examine the planned skill utilization for

an organizational unit or a cost center for up to a maximum period of 12 months.

Features

The following skill utilization Power Lists are available:

o POWL Skill Utilization per OrgUnit enables evaluations based on organizational

units

o

POWL Skill Utilization per CC enables evaluations based on controlling areasand cost centers


interfaces:

1. SAP QueryNavigation path: SAP Easy Access -> Reporting -> Skill Utilization per OrgUnit /

per CC



Query Name: 0SAWE_PSSU_Q01 or 0SAWE_PSSU_Q022. Power List

Navigation path: SAP Easy Access -> Reporting -> POWL Skill Utilization per

OrgUnit / per CC



o Assignment Period:

For example, the values 28.01.2010 – 15.06.2010 define the report output period

01/2010 – 06/2010.

o Organizational unit (or controlling area and cost center) of the employee in thereport.

o External Employee Indicator:

True (X) or false (empty). Use this option to indicate if the report should consider

only external consultants (True) or normal employees (false).

o Booking Status:

Type of booking you want to display in the report, for example, “Soft” (X) or

“Hard” (empty). A “Soft” booking indicates an assignment to a future project; a

“Hard” booking indicates an assignment to an existing (approved) project.








o Org. Unit (Organizational Unit)

o Co Area (Controlling Area)

o Cost Ctr (Cost Center)

o Competency:

Skill required for a project, for example: management or consulting (accounting,logistics, HCM, and so on).

o Pd 1-12:

Report period displayed in months, as specified in the Assignment Period text

box in the report-definition.

The report generation process only considers employees belonging to employee

groups defined in the Customizing table Define Relevant Employee Groups .




Not applicable.


To extend the Skill Utilization report with project-specific data, you must create an

implementation of the Business Add-In (BAdI) SAWE_REPORTING. This Business- Add-In provides a method which enables you to enrich the output data of the report.


based on a function module stored in the function group SAWE_EXTR. The report

output is obtained using generated Infoset-queries or Power Lists.

To extend the report Skill Utilization, you must create an implementation of the

Business Add-In (BAdI) SAWE_REPORTING. This Business Add-In provides a method

that enables you to enrich the output data of the report. If you use this method, you

have to regenerate the Infoset-queries or the Power Lists, or use a customer-specific

output interface, such as SAP List Viewer.

See also








PRS_ERP_CPILS1: Enhancement Spot WE_ENGAGEMENT (New)

Use



assign employees to various types of objects (such as an SD order item or a WBSelement) and forecast the working time of these employees.

To support the assignment of employees and forecasts, each of these object types

must implement the Work Engagement Interface (technically, implement the Business

Add-In WE_ENGAGEMENT) and must perform a number of callbacks (technically, call

the Business Add-In WE_ENGAGEMENT_CALLBACK). Both BAdI definitions are

contained in the enhancement spot WE_ENGAGEMENT.

SAP delivers the necessary implementations and callbacks for the following object

types:

o SD order item

o WBS element

o Internal order

o Service order

o Customer.


You define the Customizing settings for this function in the SAP Customizing

Implementation Guide under SAP Professional Services -> Enhancements ->

Enhancements for Lean Staffing & Forecasting . You can also assign the Customizing

activities in the release note attributes. This has the following advantages:

oThe assigned Customizing activities are displayed when your customer generates a release-specific view (a delta Customizing view).

o Your customer can display the release note directly from the Customizing activity

to which it is assigned.

If you want to extend the assignment of employees and forecasts to other object types

in a project-specific way, you must carry out the following activities:

o Define a new assignment object type using the Customizing activity SAP

Customizing Implementation Guide -> SAP Professional Services ->

Enhancements -> Enhancements for Lean Staffing & Forecasting -> Define New

Assignment Object Types.

o Create an implementation of the Business Add-In (BAdI) WE_ENGAGEMENT

with the new assignment object type as a filter value in Customizing under SAP

Customizing Implementation Guide -> SAP Professional Services ->

Enhancements -> Enhancements for Lean Staffing & Forecasting -> BAdI:

Implement Assignment Object Types.

o Ensure that the application which maintains objects of the new type issues the

callbacks described in the BAdI WE_ENGAGEMENT_CALLBACK. This last step

is only necessary if the objects of the new type can be renamed, deleted or

archived and their assigned employees and forecasts must automatically reflect

such changes.





See also








PRS_ERP_CPILS1: Resource-Related Billing Using Service Attributes(New)

Use

As of SAP enhancement package 5 for SAP ERP 6.0 (EA-APPL 605), businessfunction Commercial Project Inception & Lean Staff ing (PRS_ERP_CPILS1), you

can use a cross-application enhancement concept for resource-related billing, using

service attributes. The introduction of the work period adds enhanced capabilities to the

billing of services.

The cross-application enhancement concept integrates service attributes over multiple

units and multiple applications.

For example, you can introduce service attributes relevant to your business processes,

and make them available across Cross -Application Time Sheet (CATS), Human

Resources (HR), Control l ing (CO), Sales and Distributio n (SD), and Project

System (PS). You can include these service attributes in the following processes:

oStaff assignment to clients' engagements

o Time entry in CATS

o Transfer from CATS to CO

o Resource-related billing

o Detailed work in progress (WIP) reporting

o Pricing in SD documents

In resource-related billing, the system consolidates the work and cost assigned to a

project (Project System ) and considers these values during the creation of an invoice.

For example, if you record time for a client project, the resource-related billing (usingservice attributes) allows you to invoice this time to the client.

With the enhanced service attributes, you can introduce additional parameters across

the process flow and the system manages the handling of these parameters. For

example, when you introduce a parameter for billing (bil lable and nonbi l lable ) at time

recording, this parameter value gets forwarded to CO during the CATS-CO transfer.

Optionally, this parameter is available in the dynamic item processor (DIP) profile, for

use during invoice creation.

You can transfer this parameter value to sales and billing, to be used, for example, in

the pricing procedure to determine the service price. In this scenario, you may need to

determine the valid service charge for an invoice for the period (or date) the service is

rendered. The time period in which the service is rendered (work period) may be used

as a criterion to structure the invoice. This is an important characteristic in reporting.


Resource-related billing (using service attributes) enhances the existing resource-

related billing. Adding customer fields in the existing resource-related billing process

needs to be done individually in many places and may impact the performance of billing

or the results analysis. In the existing resource-related billing, the customer-defined

user fields are not exposed to other applications. In the enhanced resource-related

billing, these user fields are carried over across applications.

You can make the Customizing settings related to service attributes in Customizing for

SAP Profession al Services (IS-PRS), under Service Attr ibu tes .





See also

SAP Library for SAP ERP on SAP Help Portal at http://help.sap.com/erp -> SAP ERP

Enhanc ement Packages -> ERP Central Com ponen t Enhancemen t Package 5 ->

Indus tries in SAP ERP -> SAP for Professio nal Services





PRS_ERP_CPILS1: Detailed Work In Progress Reporting (New)

Use

As of SAP enhancement package 5 for SAP-ERP 6.0 (EA-APPL 605), it is possible to

save details of work in progress (WIP) determined during Results Analysis and execute

reports to understand the details of WIP.

The WIP details can be saved in the database during Results Analysis for subsequent

reporting. Reporting is provided using Simplified Reporting, which supports reporting

using either standard or customer-created SAP Query and BI Query reporting based on

an Infoset that is enabled as a BI Infoprovider.

Features

o In combination with the new work period service attribute, WIP aging can be

reported

o New customizing allows the assignment of WIP revenues into revenue

categories for reporting. Revenue categories are determined based on billing

material numbers.


Only WIP data resulting from Results Analysis runs after the activation of this function

is available for reporting.


o Detailed WIP data is only saved if the relevant Results Analysis version is

configured appropriately. Turn on the Save WIP Details option in Customizing by

choosing Project System -> Revenues and Earnings -> Automatic and

Periodic Al locations -> Results Analysis -> Edit Results Analysis Keys and

Version -> Maintain results analysis version s .

o Customizing for reporting revenues by categories can optionally be configured to

assign WIP elements to revenue categories based on billing Material Number.

Define the revenue categories and determination in Customizing for SAP

Professional Services by choosing Work in Pro gress Reporting -> Define

Revenue Categories for Reporti ng .





PRS_ERP_CPILS_1: Impact on Time Recording (CATS) (New)

Use


function Commercial Project Inception & Lean Staffing (PRS_ERP_CPILS1),

enhancements of the Time Sheet (CATS) for time recording are available that arerequired if you want to use Lean Staffing within the framework of the business function.

The business function provides enhancements to the application logic and

enhancements to the SAP GUI user interfaces for Time Sheet (CATS classic).

Note

If you want to use Web Dynpro user interfaces of the Time Sheet (CATS regular)

as well as the Web application Approve Working Time, you must also activate

the business function PRS_HCM_CPILS_1. For more information, see therelease note PRS_HCM_CPILS_1: HCM, Lean Staffing for Professional

Services.

The PRS_ERP_CPILS_1 business function contains the following enhancements:

o The worklist of the previous time sheet now contains the data from the Lean

Staffing staff assignment. In this way, employees can now report back to their

assignment objects stored in the worklist.

o You can use the data from the Lean Staffing staff assignment to perform

automatic input checks when recording in CATS.

o The user interfaces for SAP GUI (CATS classic) now support service attributes

that the customer can use to enhance the data record structure of Lean Staffing.

You can integrate up to 10 service attributes in the Time Sheet.

o All evaluation reports and approval reports now support service attributes as

well.

o The Change and Insert methods of the business object CATimeSheetManager and the GetWorklist method of the business object EmployeeCATimeSheet now

support the service attributes.


Once the business function is activated, the system adds the fields of the service

attributes (CATS_SA_ADDFI_SA_FIELD1 to CATS_SA_ADDFI_SA_FIELD10 and

CATS_SA_ADDFI_SA_FIELD1_W to CATS_SA_ADDFI_SA_FIELD10_W) to the

worklists and data entry areas of all existing data entry profiles.

The automatically started report RCATSFAW_SERVICE_ATTRIBUTES then hides

these fields again so that there are no changes to the existing profiles.


New activities are available for you in the Implementation Guide to set up CATS. See

Time Sheet (CATS) -> Settings for All User Interfaces -> Service Attributes in CATS.

o In the Customizing activity Maintain Service Attributes in CATS, you assign user-

defined fields to the service attributes and then provide the service attributes for

maintenance and display in Time Sheet.

o In the Customizing activity BAdI: Assign Service Attribute to CO, you specify the

service attributes for the transfer to Controlling (CO). In the standard system,

when the service attributes are transferred from CATS to CO, the service

attributes are mapped with identical names. You can use this BAdI to change

this assignment and map customer fields from the customer include CI_CATSDB

to service attributes, for example.





In the Customizing activity Set Up Data Entry Profiles, you use the new checkbox Lean

Staffing to specify whether the Time Sheet worklist contains data from the Lean

Staffing for Professional Services staff assignment. You use the checkbox Include Lean

Staffing to specify whether the conditions from the staff assignment stored in the Time

Sheet are taken into account for Time Sheet input checks.





PRS_ERP_CPILS1: Power List for Staff Assignments (New)

Use



use Power Lists to combine the Lean Staffing transaction with specific processes (for example the staff assignments or the order-to-bill process), or to invoke actions based

on the information you choose to display.

The Power List for Staff Assignments provides a list of all assignments related to the

logon user who accesses this Power List. The default query displays all assignments

that are currently valid. The validity dates are selection criteria that can be changed as

required.

The Power List for Staff Assignments consists of the following fields:

o Work engagement type

o Object ID

o Object sub ID (for example an order position number)

o Assignment description

o Start date of the assignment

o End date of the assignment

o Maximum days

o Days recorded in CATS

o Days planned within forecast

The Power List also displays all service attributes that are defined in the system.

Navigation:

When you mark a line of the list and choose the pushbutton Assignments , the system

displays a new window and starts the assignment application for the engagement

object that is currently selected.

When you choose the pushbutton Forecast , the system displays a new window and

starts the forecasting application for the employee ID that is currently selected.

When you choose the pushbutton CATS , the system displays a new window and starts

the CATS application for the employee ID and the HR profile that are currently

selected.


Although no specific Customizing settings are required to use this Power List, the

following prerequisites apply:

o In order to use this Power List, your logon name must previously have been





linked to an employee name in the HR master data infotype 105 Communication.

o In order to display the entries of an assignment list, you need a display

authorization for this specific assignment.

o In order to navigate to the Assignments, the Forecast and the CATS transactions

from the Power List, you need to be assigned to the PFCG profiles

SAP_SAWE_UNIVERSAL and SAP_CATS_LEAN_STAFFING, or to a rolewhich includes these menu entries.

You can navigate to these transactions only in the SAP NetWeaver Business

Client.

See also








PRS_ERP_CPILS1: Power List for Sales Documents (New)

Use



use Power Lists to combine the Lean Staffing transaction with specific processes (suchas the staff assignments or the order-to-bill process), or to invoke actions based on the

information you choose to display.

The Power List for Sales Documents provides a list of all sales documents related to

the logon user who accesses this Power List. The default query displays all documents

that are currently valid. The validity dates are selection criteria that can be changed as

required.

In addition, you can use the following selection criteria:

o Sales Document

o Sales Document type

o Creation Date

o Sold-to-Party

o Sales Organization

o Distribution Channel

o Division

o Sales Office

o Sales Group

o Staffing Status

The Power List for Sales Documents consists of the following fields that are displayedin the columns:

o Sales Document

o Customer

o Customer Name

o Created on

o Staffing Status

o Net Value

o Document Currency

o Created by

o Sales Org



Navigation:

o When you mark a line of the list and choose the pushbutton

Maintain the system displays a new dialog box and opens the application to

change the sales order.

o When you choose the pushbutton Commercial Project Set-up the system





displays a new dialog box and opens the Commercial Project Set-Up

application with the sales document number as the value for the initial screen.

o When you choose the pushbutton Lean Staff ing the system displays a new

dialog box and opens the Lean Staff ing application with sales documents as the

assignments object and the sales order number as the object number.

o When you choose the pushbutton Bill ing Request the system displays a newdialog box and opens the Bil l ing Request Editor with a DMR number created

from the original sales document in the background.

o When you choose the pushbutton WIP Statu s the system displays a new diolog

box and opens the Work in Prog ress status report for this sales document.


The feeder class PS_ORDERTOBILL_SDORDERS implements methods for creating

and processing this Power List.


The Comm ercial Project Inception and Lean Staff ing functions have beensubsequently switched on in Customizing for SAP Profession al Services , using

activity Activate Professional Service Functionalty .

You can use the Feeder Class: Sales Documents Add-In (BAdI) to enhance

the methods of the feeder class.

See also








PRS_ERP_CPILS1: Power List for Debit Memo Requests (New)

Use



use Power Lists to combine the Lean Staffing transaction with specific processes (suchas the staff assignments or the order-to-bill process), or to invoke actions based on the

information you choose to display.

The Power List for Debit Memo Requests (DMR) provides a list of all debit memo

requests related to the logon user who accesses this Power List. The default query

displays all documents that are currently valid. The validity dates are selection criteria

that can be changed as required.

In addition, you can use the following selection criteria:

o Sales Document

o Creation Date

o Sold-to-Party

o Sales Organization


o Division

o Sales Office

o Sales Group

The Power List for Debit Memo Requests consists of the following fields that are

displayed in columns:

o Sales Document Number

o Customer

o Created on

o Billing status

o Net Value

o Document Currency

o Created by

o Sales Org


o Division

o Sales Office

o Sales Group


Navigation:

o When you select a line of the list and choose the pushbutton Individual bil l ing

Document the system displays a new dialog box and opens the transaction to

create a billing document (transaction VF01) with the DMR number as input

parameter.





o When you select one or more lines and choose the pushbutton Bil l ing in

Background the system processes the selected entries in background and

creates the corresponding billing documents.

o When you select a line and choose the pushbutton Bil l ing Document in PDF

Format the system creates a billing document for the selected entry in the

background and displays the DMR as a PDF document.o When you choose the pushbutton Bill ing Request the system displays a new

dialog box and opens the Bil l ing Request Editor by skipping the initial screen

going directly to the second step.


The feeder class PS_ORDERTOBILL_DMR implements methods for creating and

processing this Power List.


You can use the Feeder Class: Debit Memo Request (DMR) Add-In (BAdI)

to enhance the methods of the feeder class.

See also








Business Funct ion HCM, Lean Staff ing for Professional

Services

PRS_HCM_CPILS_1: HCM, Lean Staffing for Professional Services (new)

Use

As of SAP enhancement package 5 for SAP ERP 6.0 (EA-HRGXX 605), you can usethe business function HCM, Lean Staffing for Professional Services

(PRS_HCM_CPILS_1).

Note

To use this business function, you have to activate the Enterprise Extension EA-

HR.

The business function provides the enhancements to the Time Sheet that you requirein addition to the business function Commercial Project Inception and Lean Staffing

(PRS_ERP_CPILS_1) to enable time recording within the framework of Lean Staffing.

Note

You have to activate the business function PRS_ERP_CPILS_1 before you canactivate the business function PRS_HCM_CPILS_1. For more information about

this business function, see the release note PRS_ERP_CPILS_1: Commercial

Project Inception and Lean Staffing .

The business function provides the necessary enhancements for the user interfaces for

the Time Sheet (CATS regular (Web Dynpro)) and the Web application Approve

Working Time. The business function PRS_ERP_CPILS_1 includes the user interfaces

for CATS classic that use SAP GUI, and the enhancements to the application logic for

all CATS user interfaces.

The business function contains the following enhancements:

o The worklist of the previous time sheet now contains the data from the Lean

Staffing staff assignment. In this way, employees can now report back to their assignment objects stored in Lean Staffing .

o You can use the data from the Lean Staffing staff assignment to perform

automatic entry checks when recording in the Time Sheet (CATS).

o The new user interfaces for the Time Sheet now support service attributes that

you can use to enhance the data record structure in Lean Staffing . You can

integrate up to 10 service attributes in the Time Sheet.

o The Web application Approve Working Time also supports service attributes and

thus enables the mass approval of recorded working time data within the

framework of Lean Staffing.


New activities are available in Customizing for setting up CATS. See Time Sheet ->

Settings for All User Interfaces -> Service Attributes in CATS.Note

The new Customizing activities are part of the business function Commercial

Project Inception and Lean Staffing (PRS_ERP_CPILS1) and are available

once the business function is activated.

o In the Customizing activity Maintain Service Attributes in CATS, you assign user-

defined fields to the service attributes and then provide the service attributes for

maintenance and display in the Time Sheet.

o In the Customizing activity BAdI: Assign Service Attributes to CO, you introduce

the service attributes for the transfer to Controlling (CO). In the standard system,




when the service attributes are transferred from CATS to CO, the service

attributes are mapped with identical names. You can use this BAdI to change

this assignment and map customer fields from the customer include CI_CATSDB

to service attributes, for example.

o In the Customizing activity Set Up Data Entry Profiles, you use the new

checkbox Lean Staffing to specify whether the Time Sheet worklist contains datafrom the Lean Staffing for Professional Services staff assignment. You use the

checkbox Include Lean Staffing to specify whether the conditions from the staff

assignment stored in the Time Sheet are taken into account for Time Sheet entry

checks.