@ Customer ABC Detailed view – SAP ect System
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Dec 03, 2014
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@ Customer ABC
Detailed Overview – SAP Project System
Presentation Index
Project System
© Satyam 2008 3
Easy EC&O
Presentation Index
• An Overview – SAP Application & Modules
• Enterprise Structure
• Data in SAP
• An Overview – Project Characteristics
• Project System – Data Types
• Project System – Organisation Structure
• Master Data – Project Definition
• Master Data – Work Breakdown Structure (WBS)
• Master Data – Network Activity
• Network Activity – Process Sequence
• Master Data – Activity Elements
• Master Data - Milestones
• Related Master Data – From Other Modules
• Project Characteristic & Phases
• Project Builder & Project Planning Board
• Date planning
Topic
• Resource Planning
• Cost planning
• Overhead allocation
• Revaluation at Actual Prices
• Cash management
• Budgeting
• Revenues
• Milestone Billing
• Sales Pricing & Resource Related Billing
• Assembly Processing
• Materials
• Commitment Management
• Confirmations
• Cross Application Time Sheet (CATS)
• BOM Transfer
• Status Management
© Satyam 2008 4
Easy EC&O
Presentation Index – Contd…
• Claims Management
• Project Versions
• Simulations
• Progress Analysis
• Results Analysis
• Period End Closing
• Mass Change
• Validation
• Substitution
• Interest Calculation
• Project Oriented Procurement (PROMAN)
• OPEN PS
• Archiving
• SAP PS Reporting
• Add Topics Here !!
Topic
• Add Topics Here !!
SAP Application & Modules
An Overview
© Satyam 2008 6
Easy EC&O SAP ECC 6.0 Application
R/3R/3Client / Server
ABAPClient / Server
ABAP
COControlling
COControlling
AAAsset
Accounting
AAAsset
Accounting
PSProjectSystem
PSProjectSystem
WFWorkflow
WFWorkflow
ISIndustry
Solutions
ISIndustry
Solutions
MMMaterials
Mgmt.
MMMaterials
Mgmt.
HRHuman
Resources
HRHuman
Resources
SDSales &
Distribution
SDSales &
Distribution
PPProductionPlanning
PPProductionPlanning
QMQualityMgmt.
QMQualityMgmt.
FIFinancial
Accounting
FIFinancial
Accounting
PMPlant
Maintenance
PMPlant
Maintenance
Integrated solutions
Open systems
Client / serverarchitecture
Enterprise datamodel
Designed for all typesof business
Scalability
Comprehensivefunctionality
Financials Logistics HCMCross
ApplicationIndustry Solutions
Agenda
© Satyam 2008 7
Easy EC&O SAP Technology Environment
SAP Application ModulesSAP Application ModulesSAP Application ModulesSAP Application Modules
R/3 Data RepositoryR/3 Data RepositoryR/3 Data RepositoryR/3 Data Repository
DatabaseDatabaseDatabaseDatabase
UserUserInterfaceInterface
UserUserInterfaceInterface
CommunCommunicationsications
CommunCommunicationsications
Enterprise NetworkEnterprise Network
Operating SystemOperating System
Hardware Platform and EnvironmentHardware Platform and Environment
PlatformPlatformIndependentIndependent
PlatformPlatformDependentDependent
(Basis)(Basis)
Agenda
© Satyam 2008 8
Easy EC&O
Client Server Architecture
Agenda
© Satyam 2008 9
Easy EC&O Sample SAP System Landscape
Development Testing Production
DatabaseServers
ApplicationServers
PresentationServers
Agenda
© Satyam 2008 10
Easy EC&O
Integration ---- An Example
ProductiProductionon
Stock andStock andconsumptionconsumptionaccounts accounts
updatedupdated
Goods ReceiptGoods Receipt
MRP MRP
FI / CO
SD Sales orderSD Sales orderSD Sales orderSD Sales order
Purchase Req
Purchase Order
MMMMMMMMProjectsProjectsProjectsProjects
Plant maintenancePlant maintenancePlant maintenancePlant maintenance
Agenda
Enterprise structure
SAP ECC 6.0
© Satyam 2008 12
Easy EC&O
CompanyCompany
Company codeCompany code
PurchasingPurchasingorganizationorganization
SalesSalesorganizationorganization
PlantsPlants 0001 0004
0001
3000
20001000
00020001
4000
00050002 0003
Enterprise Structure
Agenda
© Satyam 2008 13
Easy EC&O
Group
Controlling areas
Sales organization Purchasing organiz.
Company codes
Valuation areas
Plants
Storage locations/batches/special stocks
Cost accounting
External logistics
Financial accounting
Internal logistics(MRP/Production)
Inventory mgmt
ViewsViews LevelsLevels
Organizational Units
Agenda
© Satyam 2008 14
Easy EC&O
A AA
Operating Concern
Controlling Area
Company Code
Sales Organization
Focus on External Accounting
Focus on Sales
Plant Focus on Manufacturing
CO-CO-OMOM
CO-CO-PCPC
EC-EC-PCAPCA
CO-CO-PAPA
Agenda
Organizational Units
Project - Characteristics
An Overview
© Satyam 2008 16
Easy EC&O What is a Project?
What is a Project?
© Satyam 2008 17
Easy EC&O
Project Characteristics
© Satyam 2008 18
Easy EC&O Project Environment and Constraints
Project Environment and Constraints
© Satyam 2008 19
Easy EC&O Project Characteristics
• Projects are tasks with particular characteristics:
• They are usually complex, unique, and involve a high degree of risk.
• They have precise targets.
• They are limited in duration, and are cost and capacity intensive.
• Several departments are involved in a project.
• They are subject to specific quality requirements.
• They are of mostly strategic significance.
• Projects are usually an integral part of a business's commercial processes. To control all the tasks which occur as part of project execution, a project-specific organizational form needed and it should be in a central position to the user departments involved.
© Satyam 2008 20
Easy EC&O
Phases in Projects
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Easy EC&O
Project creation & structuring
• Planning
• Budgeting
• Controlling project status
• Scheduling
• Capacity planning
• Project versions
• Period end procedures
• Project reporting
Project System Functions
Data Types
Project System
© Satyam 2008 23
Easy EC&O Data in SAP – Project system
Configuration Data
Transaction Data
Master Data
Project , Budget & Settlement profiles,
WBS Element, Network activities, Work Centre,
Confirmations, POCs, Plan & Actual Dates
Agenda
Organisation Structure
Project System
© Satyam 2008 25
Easy EC&O Project System – Organizational Units
NO ORGANISATIONAL UNITS OF ITS OWN
Agenda
RUNS ON OTHER ORG UNITS
Project Definition
WBS Element
Network Header
General Cost ActivitiesExternally Processed ActivitiesMaterial Components Internally Processed
Activities
•Controlling Area•Company Code•Business Area•Profit Centre•Plant
•Controlling Area•Company Code•Business Area•Profit Centre•Plant
•Company Code•Business Area•Profit Centre•Plant•Technical Location•Equipment•Resp Cost Centre•Investment Program•Joint Venture
•Company Code•Business Area•Profit Centre•Plant•Technical Location•Equipment•Resp Cost Centre•Investment Program•Joint Venture
•Controlling Area•Company Code•Business Area•Profit Centre•Plant
•Controlling Area•Company Code•Business Area•Profit Centre•Plant
•Purchasing Organization•Purchasing Group•Plant•Storage Location
•Purchasing Organization•Purchasing Group•Plant•Storage Location
•Plant•Work Center•Business Area•Profit Center
•Plant•Work Center•Business Area•Profit Center
•Purchasing Organization•Purchasing Group•Plant•Business Area•Profit Center
•Purchasing Organization•Purchasing Group•Plant•Business Area•Profit Center
•Plant•Business Area•Profit Center
•Plant•Business Area•Profit Center
Project Definition
Master Data
© Satyam 2008 27
Easy EC&O Project Definition:
• The binding framework for all organizational element created within a project.
• Start and end dates for the project can also be defined.
• Project responsibility can be defined
• Carries default data for WBS Elements
• Specifies the Budget settings
• Specifies the project number and WBS Element numbering
• Allows / Dis-allows project specific stock valuation
Agenda
© Satyam 2008 28
Easy EC&O Project Definition
Project Numbering & Coding
Masks
Project Profile
ResponsibilitiesDates
OrganisationalData
Project Definition
Field Requirements
Settings
Numbering
© Satyam 2008 29
Easy EC&O Project Definition & Work Breakdown Structure
Agenda
© Satyam 2008 30
Easy EC&O Project Coding Masks and Special Characters
Agenda
© Satyam 2008 31
Easy EC&O Project Profile
Project Profile
Work Breakdown Structure (WBS) Element
Master Data
© Satyam 2008 33
Easy EC&O
Work Breakdown Structures
Work Breakdown Structure
Organisation& Responsibilities
Operative Indicators
StructureObjects
Documentation
© Satyam 2008 34
Easy EC&O WBS Element - Functions
Agenda
© Satyam 2008 35
Easy EC&O What Is a Work Breakdown Structure Used For?
What Is a Work Breakdown Structure Used For?
© Satyam 2008 36
Easy EC&O
Sample Project Structure
ACTIVITY(Grading)
ACTIVITY(Perk Testing)
NETWORK(Evaluate Bids)
NETWORK(Initiate
Construction)
NETWORK(Site Prep)
WBS LEVEL 2(Build)
WBS LEVEL 2(Cost Estimate)
WBS LEVEL 2(Design)
PROJECT DEFINITION(WBS #)
WBS LEVEL 1(BUILD
WHAREHOUSE)
© Satyam 2008 37
Easy EC&O
WBS Elements – Operative Indicators and Organizational Data
Agenda
© Satyam 2008 38
Easy EC&O Sample Project Structure with WBS
Agenda
© Satyam 2008 39
Easy EC&O Assigned Objects
Assigned Objects
© Satyam 2008 40
Easy EC&O Project Documentation
Project Documentation
© Satyam 2008 41
Easy EC&O
Different Ways of Creating Work Breakdown Structures
Different Ways of Creating Work Breakdown Structures
© Satyam 2008 42
Easy EC&O Derivation of the WBS Hierarchy Structure
Derivation of the WBS Hierarchy Structure
© Satyam 2008 43
Easy EC&O Hierarchy Graphic
Agenda
© Satyam 2008 44
Easy EC&O User-Defined Fields in WBS Elements
User-Defined Fields in WBS Elements
© Satyam 2008 45
Easy EC&O WBS Master Data Process Flow
StartReceive
Request for New Project
Create Project Create WBS
ReleasePerform Settlement
EndActual
Expenditures
Create Settlement
Rules
Network activity
Master Data
© Satyam 2008 47
Easy EC&O What Are Activities and Networks Used For?
What Are Activities and Networks Used For?
© Satyam 2008 48
Easy EC&O Different Ways of Creating Networks
Different Ways of Creating Networks
© Satyam 2008 49
Easy EC&O Standard Structures
© Satyam 2008 50
Easy EC&O Copying Projects from Templates
Copying Projects from Templates
© Satyam 2008 51
Easy EC&O Templates of Project Structures
• Standardization is one method of ensuring in the initial phase that projects are structured efficiently and economically.
• By defining standard projects and networks, we can standardize project management in a company by referring back to data that has been derived from existing projects.
• A further advantage of standardizing project structures is that it makes the processing of projects more transparent, enables the comparison of projects and subsequently facilitates project controlling.
• In Project System, there are several different standard structures that you can use as templates to create operative structures.
• Standard networks for creating networks, Standard project definitions for creating project definitions and Standard work breakdown structures for creating work breakdown structures.
© Satyam 2008 52
Easy EC&O Templates of Project Structures
• Standard work breakdown structures are neutral project structures that can be used as templates to create other standard or operative work breakdown structures. A standard WBS has the individual tasks (WBS elements) by which the project is structured, as well as general organization data.
Standard Project Definition
Standard WBS Hierarchy
© Satyam 2008 53
Easy EC&O Network Type and Network Profile
Network Type and Network Profile
© Satyam 2008 54
Easy EC&O Network Activities
Work / Services performed inhouse
Internal Processing:
Purchasing of work / services
External Processing:
Planning of additional primary costs
Costs Activity: Purchasing of services with service specifications
Services:
© Satyam 2008 55
Easy EC&O Network Activities - Functions
Agenda
© Satyam 2008 56
Easy EC&O WBS Structure and Networks - Example
NetworkWBS
13 Elevator13-1 Engineering13-1-1 Elec.parts13-1-2 Mech.parts
1000 Layout1030 Engineering:
Mech.parts1050 Engineering:
Elec.parts1120 Procurement:: Car
1080 Procurement: Mech.parts
13-2 Procurement13-2-1 Elec.parts13-2-2 Mech.parts
1060 Procurement::Motor1100 Procurement: Elec.
parts 1140 Assembly
2000 Acceptance1170 Release
3000 Insurance
13-3 Assembly13-4 Insurance
13-1-113-1-1
13-1
13-1-213-1-2
13-113-1 13-213-2
13-2-113-2-1 13-2-213-2-2
13-413-413-313-3
1313
1000
10801080
11201120
10601060
11001100
1030103010501050
10001000
11401140
20002000
30003000
11701170
11001100
10601060
10501050
10001000
30003000
11401140
20002000
11701170
10301030
11201120
10801080
Agenda
© Satyam 2008 57
Easy EC&O Project Structures Assignment
© Satyam 2008 58
Easy EC&O
Assignment of WBS
Agenda
© Satyam 2008 59
Easy EC&O Networks
Network represents the flow of a project or of a task within a project
Various structural elements can be graphically displayed for a project and their interdependencies in Project System.
Networks are used as a basis for planning, analyzing, controlling and monitoring schedules, dates and resources (such as people, machines, PRTs, materials, documents and drawings).
Networks can be assigned to a project or a sales document, such as a sales order.
A network is a special type of work order that has the same structure as production orders, maintenance orders, and inspection orders in the ERP system.
Network consists of the following:
Activities Activity Elements Relationships
Agenda
© Satyam 2008 60
Easy EC&O Network Structure
Agenda
© Satyam 2008 61
Easy EC&O Network Activities
Agenda
© Satyam 2008 62
Easy EC&O Network Structure with Activities
© Satyam 2008 63
Easy EC&O Sub Networks
Sub Networks
© Satyam 2008 64
Easy EC&O
Activity Relationships
Agenda
© Satyam 2008 65
Easy EC&O Network Maintenance Options
Network Maintenance Options
© Satyam 2008 66
Easy EC&O Network Structure Graphic
Agenda
© Satyam 2008 67
Easy EC&O Network Structure Graphic – Additional Functions
Network Structure Graphic – Additional Functions
© Satyam 2008 68
Easy EC&O Internal Activity Details and Work Center
Internal Activity Details and Work Center
© Satyam 2008 69
Easy EC&O External Processing Details
External Processing Details
Process Sequence
Network Activity
© Satyam 2008 71
Easy EC&O
Internal processing
Agenda
© Satyam 2008 72
Easy EC&O External Processing/Services
External Processing/Services
Activity elements
Master Data
© Satyam 2008 74
Easy EC&O Activities and Activity Elements
Reference Dates from Activity
Start or Finish
Activity Elements
Work
External
Costs
Service
Four Types of Activities
Internal Processing
External Processing
Costs, services
General Cost Activities
Internal External
General Costs
Service
© Satyam 2008 75
Easy EC&O Activity Elements - Functions
Agenda
Milestones
Master Data
© Satyam 2008 77
Easy EC&O Milestone – Functions (for WBS)
Agenda
© Satyam 2008 78
Easy EC&O Milestone Functions
Milestone Functions
© Satyam 2008 79
Easy EC&O Activity Milestones
Activity Milestones
© Satyam 2008 80
Easy EC&O Milestones Usage
© Satyam 2008 81
Easy EC&O
PS Texts, Documents, Milestones
Agenda
From other modules
Related Master Data
© Satyam 2008 83
Easy EC&O Project System – Master Data Integration
• Materials - MM
• Service Specifications - MM
• Work Centre - PP
• Production Resources & Tools - PP
• Activity Type - CO
• Cost, Revenue & Secondary Cost Elements - CO
• Statistical Key Figures - CO
• Cost Centers - CO
• Equipment - PM
• Functional Location - PM
• Employee master - HR
Related master data from other modules
Agenda
Project Characteristics & Phases
© Satyam 2008 85
Easy EC&O Project System - Characteristics
Agenda
© Satyam 2008 86
Easy EC&O Aspects of Project Execution
© Satyam 2008 87
Easy EC&O Phases in a Project (Customer Project)
Agenda
Central transactions
Project Builder & Project Planning Board
© Satyam 2008 89
Easy EC&O
Project Builder
Primarily used for creating & maintenance of structures
Single window transaction
Project Planning Board:
Primarily used for scheduling and resource planning
Based on Gantt chart
Project Builder & Project Planning Board
Agenda
© Satyam 2008 90
Easy EC&O Project Builder
© Satyam 2008 91
Easy EC&O Project Builder
Agenda
© Satyam 2008 92
Easy EC&O Project Planning Board
Agenda
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Easy EC&O Project Planning Board: Integration
Agenda
Date Planning
Project Processes
© Satyam 2008 95
Easy EC&O
In this component you plan and check dates in the Project System.
The purpose of date scheduling is to determine the duration, schedule dates, float times and critical paths.
You enter dates in the work breakdown structures and individual networks.
You can check and change them in all stages of a project.
Date Planning
Agenda
© Satyam 2008 96
Easy EC&O Where do you Maintain Dates in Project System
SAP AG 2003
Project Dates
BASIC DATESFORECAST DATESScheduled datesActual dates
BASIC DATESScheduled datesActual dates
CONSTRAINTSEarliest (scheduled) datesLatest (scheduled) datesActual dates
Earliest (scheduled) datesLatest (scheduled) datesActual dates
BOLD = Manual planning dates Italics = Dates calculated by the system
BASIC DATES
WBS elements
Network header
Network activity
Activity element
Projectdefinition
Agenda
© Satyam 2008 97
Easy EC&O Function of Dates
Agenda
SAP AG 2003
Dates (1)
Sets of datesBasic datesForecast datesActual dates
Check dates
WBS/WBS
WBS/network
Inherit
Extrapolation++++
Scheduling
Scheduled start/finish
Planning different calendars
Monday
Monday
MondayMay30
Not aworkday
Shift
Planning form
1
© Satyam 2008 98
Easy EC&O Actual Dates
© Satyam 2008 99
Easy EC&O
How is scheduling carried out in Project system?
Scheduling the Work Breakdown StructureThe system calculates the dates for an entire project or a portion of the project (sub tree) with all associated activities when you select the scheduling function.
Scheduling the Overall NetworkIn overall network scheduling, the system schedules all networks which are linked with relationships
Project SchedulingIn project scheduling you can schedule the project with all assigned activities, as in WBS scheduling. Additionally you can decide whether just networks are scheduled or whether service and maintenance orders are also scheduled.
Network SchedulingScheduling determines the earliest and latest start and finish dates for carrying out activities in the network and calculates the required capacity requirements as well as the slack time or "floats".
Scheduling
Agenda
© Satyam 2008 100
Easy EC&O Scheduling
Agenda
SAP AG 2003
Scheduling
Earliest/latestdates relationship
Earliest/latestactivity dates
Requirements dateMaterial
EEAA C DD
BB
Earliest/latest dates activity element
Activity element
Activity element
Buffer - Forward scheduling- Backward scheduling- Scheduling from current date
- No scheduling
Scheduled dateScheduled dateMilestoneMilestone
Capacity requirementsfor each activity
Scheduled start/finishNetwork header
© Satyam 2008 101
Easy EC&O Scheduling
Agenda
SAP AG 2003
WBS / Overall Network Scheduling
Network scheduling
Scheduling of the overall network
WBS scheduling
© Satyam 2008 102
Easy EC&O
Network 1 Network 2
Project planning board
PP
P1P1 P2P2
303030 707070505050 808080
WBS
101010202020 6060
404040
Basic dates in project definitionBasic dates in project definition
10
20
30
40
50
60
70
80
P1P1P2P2
PP
Bottom-Up Planning
ExtrapolateDates Automatically
© Satyam 2008 103
Easy EC&O Scheduling Scenarios
Agenda
© Satyam 2008 104
Easy EC&O
2020 6 D6 D
333 88833 88
3030 2 D2 D
444 55533 44
4040 3 D3 D
666 88855 77
1010 2 D2 D
111 22211 22
5050 3 D3 D
999 11111199 1111
50
40
30
20
10
1 2 3 4 5 6 7 8 9 10 11 12 13 Days
Scheduling – Floats
1010 2 D2 D
111 22211 22
Earliest
Start Date
Latest Start
Date
Earliest Finish
Date
Latest Finish
Date
Legend
© Satyam 2008 105
Easy EC&O
After
Before
Start Start Finish
After
Before
1 2
For activities, time constraints set
1. An exact start / finish ( = must)
2. The earliest value limit ( = not before)
Time Constraints
Resource Planning
Project Processes
© Satyam 2008 107
Easy EC&O
This component is used to plan the resources required for the work that is carried out internally in a project. i.e. the work that is not procured externally via purchasing
You specify the work and the work center where this work is to be carried out in the internally processed network activity.
During scheduling the system determines the capacity requirements for the project.
In projects the most important resource is the project staff.
Workforce Planning enables you to distribute work from network activities to people, positions, and HR organization units according to periods.
Resources
Agenda
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Easy EC&O Resources
Agenda
© Satyam 2008 109
Easy EC&O Resource planning
Agenda
© Satyam 2008 110
Easy EC&O Workforce planning
Agenda
© Satyam 2008 111
Easy EC&O
1200
Cost CenterCost Center
Internal Processing
Work: 500hrsWork: 500hrs Output provided to complete activities
Work CenterWork Center
Organisational unit Where an activity is carried out or work output is provided.
Scheduling Data Capacity Available
Cost Center DataResponsible Persons
© Satyam 2008 112
Easy EC&O
1300
Purchasing GroupPurchasing Group
External Processing
DescriptionDescription
Material GroupMaterial Group
Work Performed by a third party (Vendor)
Price per UnitPrice per Unit
Quantity & UnitQuantity & Unit
Purchase Order
Vendor 1000
Purchase Requisition
Bid Invitation
QuotationEntry
VendorSelectionPO
Processing
Entry ofServices performed
Good Receipt /Service Receipt
InvoiceVerfication
PR Committments
PO Committments
ActualCosts
Cost Planning
Project Processes
© Satyam 2008 114
Easy EC&O
Project Processes
• Date Planning
• Resource Planning
• Cost Planning
• Budgets
• Sales Pricing & Resource Related Billing
• Revenues
• Purchasing
• Confirmations
• Time Booking (Cross Application Time Sheet)
• Milestone Billing
• BOM Transfers
• Status Management
Transactional data
Agenda
• Claim Management
• Simulations
• Overhead Allocation
• Progress Analysis
• Result Analysis
• Project Closing & Period Settlements
© Satyam 2008 115
Easy EC&O
Purpose: To plan, monitor and control project costs
Integration: The component is tightly integrated with other SAP Modules, such as
1. CO - Controlling 2. FI - Financial Accounting 3. PP - Production Planning and Control 4. MM - Materials Management
Cost planning
Agenda
© Satyam 2008 116
Easy EC&O
Cost Planning in Projects
Agenda
© Satyam 2008 117
Easy EC&O Network Costing
Agenda
© Satyam 2008 118
Easy EC&O Network Costing Paths
Network Costing Paths
© Satyam 2008 119
Easy EC&O Header-Assigned Networks
Header-Assigned Networks
© Satyam 2008 120
Easy EC&O
Activity-Assigned Networks
Activity-Assigned Networks
© Satyam 2008 121
Easy EC&O
Project Cost Planning Using Activities
Project Cost Planning Using Activities
© Satyam 2008 122
Easy EC&O Cost Planning Using Cost Activities
Cost Planning Using Cost Activities
© Satyam 2008 123
Easy EC&O Costs Activity Details
Costs Activity Details
© Satyam 2008 124
Easy EC&O Invoicing Plan
Invoicing Plan
© Satyam 2008 125
Easy EC&O Easy Cost Planning
Agenda
© Satyam 2008 126
Easy EC&O Execution Services
Execution Services
© Satyam 2008 127
Easy EC&O Planned Internal Activity Costs
Planned Internal Activity Costs
© Satyam 2008 128
Easy EC&O Project: Assignment of Orders
Project: Assignment of Orders
© Satyam 2008 129
Easy EC&O Appended and Apportioned Orders
Appended and Apportioned Orders
© Satyam 2008 130
Easy EC&O Tables for Order Values
Tables for Order Values
© Satyam 2008 131
Easy EC&O Costing Parameters for: Network
Costing Parameters for: Network
© Satyam 2008 132
Easy EC&O Costing Variant: Valuation Variant
Costing Variant: Valuation Variant
© Satyam 2008 133
Easy EC&O Order Categories and Order Types
Order Categories and Order Types
© Satyam 2008 134
Easy EC&O Process Costs for Projects
Process Costs for Projects
© Satyam 2008 135
Easy EC&O Process - Definition and Rate
Process - Definition and Rate
© Satyam 2008 136
Easy EC&O
Cost integration using account assignment
© Satyam 2008 137
Easy EC&O
Cost integration using account assignment
© Satyam 2008 138
Easy EC&O
Cost Forecast : function
Overhead Allocation
Project Processes
© Satyam 2008 140
Easy EC&O
Project Processes
• Date Planning
• Resource Planning
• Cost Planning
• Budgets
• Sales Pricing & Resource Related Billing
• Revenues
• Purchasing
• Confirmations
• Time Booking (Cross Application Time Sheet)
• Milestone Billing
• BOM Transfers
• Status Management
Transactional data
Agenda
• Claim Management
• Simulations
• Overhead Allocation
• Progress Analysis
• Result Analysis
• Project Closing & Period Settlements
© Satyam 2008 141
Easy EC&O
Overhead Calculation
Agenda
© Satyam 2008 142
Easy EC&O Overheads
Overheads
© Satyam 2008 143
Easy EC&O
Costing Sheet
Costing Sheet
Activity Type – Revaluation at Actual Prices
Project Processes
© Satyam 2008 145
Easy EC&O Revaluation at Actual Prices
© Satyam 2008 146
Easy EC&O Revaluation at Actual Prices
Cash Management
Project Processes
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Easy EC&O
Project Cash Management enables you to look at project-related payment flows by supplying information on the timing of payments into and out of your project.
It also plans and monitors the payment flow from the project point of view.
Project Cash Management thus differs from Cash Budget Management and Cash Management in Treasury (TR), which monitor the payment flow for the whole business.
PS Cash Management
© Satyam 2008 149
Easy EC&O
PS Cash Management
Budgeting
Project Processes
© Satyam 2008 151
Easy EC&O Planning versus Budgeting
Planning Budgeting
Cost- oriented ( cost elements , plan versions, period values)
Easily changed; line itemscreated if desired
"FUNDS REQUESTED"
Funds- oriented (original, supplements, returns , annual values)
Binding values; line items for each change
Availability check: For eg.Warning at 95%Error message at 110%
"APPROVED FUNDS"
No availability check
Externally Financed Projects Internally Financed Projects
© Satyam 2008 152
Easy EC&O Cost Planning and Budgeting
Agenda
© Satyam 2008 153
Easy EC&O Budgeting Overview
Agenda
© Satyam 2008 154
Easy EC&O
Invoice
Business Events
Purchase order
check
Budget
Total 50
2003 302004 20
WBS 1.1.1
Availability Control
Availability
No more Funds available!!
Comm Actual
10 4055
2515
Purchase Requisition
Checks overall funds available
© Satyam 2008 155
Easy EC&O
Budget 80 000
Budget 200 000
Budget 120 000
Availability Control
Activities
76 000
Assigned 76 000
Actual costs
80,000
Commitments(purchase order,
purchase requisition,funds reservation)
25,000
COCO MMMM PMPMPSPS
Networks / Orders
76,000
Assigned 101 000
Commitments
25 000At 95% budget completion,A warning message is Posted by the system. NOTE: Percentages differ across project processes
At 110% budget completion,An error message is Posted by the system and mailSent to the responsible person.
Items within budget are Successfully posted.
Actual 80 000
© Satyam 2008 156
Easy EC&O Assigned Funds & Availability Control
Agenda
© Satyam 2008 157
Easy EC&O Budget Distribution from Investment Management
Budget Distribution from Investment Management
Revenues
Project Processes
© Satyam 2008 159
Easy EC&O
Revenue Planning
© Satyam 2008 160
Easy EC&O Revenue Planning : Overview
Revenue Planning : Overview
© Satyam 2008 161
Easy EC&O Manual Revenue Planning
Manual Revenue Planning
© Satyam 2008 162
Easy EC&O Creating Billing Plans
Creating Billing Plans
© Satyam 2008 163
Easy EC&O Billing Plan: Structure
Billing Plan: Structure
© Satyam 2008 164
Easy EC&O Account Assignment in Sales Document
© Satyam 2008 165
Easy EC&O Sales Order and Billing Plan
Agenda
© Satyam 2008 166
Easy EC&O Sales Document Structure
Sales Document Structure
© Satyam 2008 167
Easy EC&O Functions in Sales Orders
Functions in Sales Orders
© Satyam 2008 168
Easy EC&O Item Categories
Item Categories
© Satyam 2008 169
Easy EC&O Requirements Determination
Requirements Determination
© Satyam 2008 170
Easy EC&O Requirement Class
Requirement Class
© Satyam 2008 171
Easy EC&O Account Assignment Categories
Account Assignment Categories
© Satyam 2008 172
Easy EC&O SD: Account Assignment and Processes
SD: Account Assignment and Processes
Milestone Billing
Project Processes
© Satyam 2008 174
Easy EC&O Project processes
• Date Planning
• Resource Planning
• Cost Planning
• Budgets
• Sales Pricing & Resource Related Billing
• Revenues
• Purchasing
• Confirmations
• Time Booking (Cross Application Time Sheet)
• Milestone Billing
• BOM Transfers
• Status Management
Transactional data
Agenda
• Claim Management
• Simulations
• Overhead Allocation
• Progress Analysis
• Result Analysis
• Project Closing & Period Settlements
© Satyam 2008 175
Easy EC&O Milestone billing
Agenda
© Satyam 2008 176
Easy EC&O Milestone billing
Agenda
© Satyam 2008 177
Easy EC&O Milestone Billing Plan in Projects
© Satyam 2008 178
Easy EC&O Billing Plan in Sales Documents
Sales Pricing & Resource Related Billing
Project Processes
© Satyam 2008 180
Easy EC&O Project processes
• Date Planning
• Resource Planning
• Cost Planning
• Budgets
• Sales Pricing & Resource Related Billing
• Revenues
• Purchasing
• Confirmations
• Time Booking (Cross Application Time Sheet)
• Milestone Billing
• BOM Transfers
• Status Management
Transactional data
Agenda
• Claim Management
• Simulations
• Overhead Allocation
• Progress Analysis
• Result Analysis
• Project Closing & Period Settlements
© Satyam 2008 181
Easy EC&O Sales Pricing
Agenda
© Satyam 2008 182
Easy EC&O Sales Pricing Views
Sales Pricing Views
© Satyam 2008 183
Easy EC&O Dynamic Item Processor
Dynamic Item Processor
© Satyam 2008 184
Easy EC&O Customizing: DIP Profile
Customizing: DIP Profile
© Satyam 2008 185
Easy EC&O Resource-Related Billing
Resource-Related Billing
© Satyam 2008 186
Easy EC&O Resource-Related Structure
Resource-Related Structure
Assembly Processing
Project Processes
© Satyam 2008 188
Easy EC&O
Automatic Creation of WBS Elements – Assembly Processing
Automatic Creation of WBS Elements – Assembly Processing
© Satyam 2008 189
Easy EC&O Assembly Processing with WBS
Assembly Processing with WBS
© Satyam 2008 190
Easy EC&O
Assembly Processing
Materials
Project Processes
© Satyam 2008 192
Easy EC&O
PurposeTo monitor the material requirements and costs in projects, to control the flow of materials and for scheduling.
IntegrationMaterial forms a link from a project to Sales, Materials Management (Purchasing and Inventory Management), and Production Planning and Control.
Material requirements in projects form the basis for procurement, whether the material is produced in-house (production) or procured externally (purchasing).
Materials can be attached to the activities Directly Through BOM
Materials Planning
Agenda
© Satyam 2008 193
Easy EC&O Materials
© Satyam 2008 194
Easy EC&O Materials in Projects
© Satyam 2008 195
Easy EC&O Integration with MM and PP
© Satyam 2008 196
Easy EC&O Purchasing Process
Agenda
© Satyam 2008 197
Easy EC&O Direct Procurement
Direct Procurement
© Satyam 2008 198
Easy EC&O Purchasing Non-stock Components
Purchasing Non-stock Components
© Satyam 2008 199
Easy EC&O Procurement Using Requirements Planning
Procurement Using Requirements Planning
© Satyam 2008 200
Easy EC&O Managing Stocks of Material Components
Managing Stocks of Material Components
© Satyam 2008 201
Easy EC&O Collective Stock: Quantities and Values
Collective Stock: Quantities and Values
© Satyam 2008 202
Easy EC&O Valuated Project Stock: Quantities and Values
Valuated Project Stock: Quantities and Values
© Satyam 2008 203
Easy EC&O Non-Valuated Project Stock: Quantities and Values
Non-Valuated Project Stock: Quantities and Values
© Satyam 2008 204
Easy EC&O Third-Party Orders
© Satyam 2008 205
Easy EC&O
Definition
Material required for performing
an activity or for manufacturing
a product.
Item Category
Non-Stock Item “N”Non-Stock Item “N”
MMMM
Integration with MM
Stock Item“L”Stock Item“L”
1000
4000 5000
30002000
6000
MaterialsMaterials
Materials
Stock Item“L”Stock Item“L”
“Project Stock” “Plant Stock” “Non Stock”
Reservation Purchase Req.Purchase Req.
© Satyam 2008 206
Easy EC&O
ServicesAllows you to define services to be procured.
Individual service specifications can be
created for each planned procurement in the
Purchasing document.
Value Limit
Services
Unplanned Services
Unplanned Services
Service MasterOr text / value
Planned ServicesPlanned Services
Vendor 1000Vendor 1000Purchase Order
1000
4000 5000
30002000
6000
Purchase Requisition
Value Check
“Service Number”DescriptionDescription
Material GroupMaterial Group
Purchasing GroupPurchasing Group
Service SpecificationsService Specifications
Services
© Satyam 2008 207
Easy EC&O External Services Management
ItemCategory
“D”
Purchase Requisition
Bid Invitation
QuotationEntry
Vendor Selection
POProcessing
Service Entry Sheet
ServicesFinally
Complete
InvoiceVerification
PR Commitments
PO Commitments
ActualCosts
1000
4000 5000
30002000
6000
Services
© Satyam 2008 208
Easy EC&O Account Assignment Categories
Account Assignment Categories
© Satyam 2008 209
Easy EC&O Valuation of Project and Sales Order Stock
Valuation of Project and Sales Order Stock
© Satyam 2008 210
Easy EC&O Tables for MM Integration
Tables for MM Integration
© Satyam 2008 211
Easy EC&O External Processing
Agenda
Commitment Management
Project Processes
© Satyam 2008 213
Easy EC&O
MMMM
C/Elem Committed Actual Assigned
4000000 6000 5000 11000
WBS Element DS-0310001: GeneralWBS Element DS-0310001: General
Purchase Req Purchase Order
PSPS
1000
4000 5000
30002000
6000
MaterialsMaterials
Materials
PSPS
1000
4000 5000
30002000
6000
MaterialsMaterials
Services
PSPS
1000
4000 5000
30002000
6000
MaterialsMaterials
Notifications
Commitment Management
Materials Services Claims Notifications
© Satyam 2008 214
Easy EC&O Commitment Management
WBS Element DS-0310001: ServerWBS Element DS-0310001: Server
PurchaseRequisition
PurchaseOrder
GoodsReceipt
MMMM
C/Elem Committed Actual Assigned
4000000 0 11000 11000
• Commitment management allows you an early recording and analysis of such commitments for their cost and financial effects.
C/Elem Committed Actual Assigned
4000000 6000 5000 11000
WBS Element DS-0310001: ServerWBS Element DS-0310001: Server
Confirmations
Project Processes
© Satyam 2008 216
Easy EC&O
Confirmation Options
Agenda
© Satyam 2008 217
Easy EC&O
Confirmations document the state of processing for activities and activity elements in a network.
It can be used to forecast progress in the future. Precise confirmations are very important for realistic and accurate project
planning.
Features:
You control the following business functions via confirmations: Reduction of work center capacity load Update of the actual costs based on the confirmed data Update of network data, such as duration, work, and status Update of dates for WBS elements Copy actual dates to milestone (depending on degree of progress) Removal of the billing block in the billing plan Backflushing and unplanned withdrawals of material components Posting of open reservations Activation of milestone functions
Confirmation
Agenda
Cross Application Time Sheet (CATS)
Project Processes
© Satyam 2008 219
Easy EC&O Cross application time sheets (CATS)
Agenda
BOM Transfer
Project Processes
© Satyam 2008 221
Easy EC&O Project processes
• Date Planning
• Resource Planning
• Cost Planning
• Budgets
• Sales Pricing & Resource Related Billing
• Revenues
• Purchasing
• Confirmations
• Time Booking (Cross Application Time Sheet)
• Milestone Billing
• BOM Transfers
• Status Management
Transactional data
Agenda
• Claim Management
• Simulations
• Overhead Allocation
• Progress Analysis
• Result Analysis
• Project Closing & Period Settlements
© Satyam 2008 222
Easy EC&O Transferring BOMs
Agenda
Status Management
Project Processes
© Satyam 2008 224
Easy EC&O System Status and User Status
Agenda
© Satyam 2008 225
Easy EC&O Status Function
Agenda
© Satyam 2008 226
Easy EC&O System Status
The following status are set by the system/user as the project goes throughIts different stages:
CRTD Created (Automatic)
REL Released (Manual)
LKD Locked (Manual)
UNLK Unlock (Manual)
BUDG Project Budgeted (Automatic)
AVAC Availability Control Activated (Automatic)
TECO (Manual)
© Satyam 2008 227
Easy EC&O Status Profile
Agenda
Claims Management
Project Processes
© Satyam 2008 229
Easy EC&O Project Processes
• Date Planning
• Resource Planning
• Cost Planning
• Budgets
• Sales Pricing & Resource Related Billing
• Revenues
• Purchasing
• Confirmations
• Time Booking (Cross Application Time Sheet)
• Milestone Billing
• BOM Transfers
• Status Management
Transactional data
Agenda
• Claim Management
• Simulations
• Overhead Allocation
• Progress Analysis
• Result Analysis
• Project Closing & Period Settlements
© Satyam 2008 230
Easy EC&O Claims
Agenda
© Satyam 2008 231
Easy EC&O Claim Management Functions
Claim Management Functions
© Satyam 2008 232
Easy EC&O Claim Data
Claim Data
© Satyam 2008 233
Easy EC&O Connecting a Cost Collector to a Claim
Connecting a Cost Collector to a Claim
© Satyam 2008 234
Easy EC&O Customizing for Claims
Customizing for Claims
© Satyam 2008 235
Easy EC&O Cost integration of claims
Agenda
© Satyam 2008 236
Easy EC&O Evaluation of Claims
Evaluation of Claims
Project Versions
Project Processes
© Satyam 2008 238
Easy EC&O Creating Project Versions
Creating Project Versions
© Satyam 2008 239
Easy EC&O Versions in the Project System
© Satyam 2008 240
Easy EC&O
A project version shows the state of the project at a certain point in time or at a certain status.
Are the basis for statistical evaluations, for example, in earned value analysis.
Can be used in Milestone Trend Analysis.
Document (as a history) the state of the project in the past.
Can be used for comparison purposes.
Project versions are a "snapshot" of a project at a certain point in time.
Plan versions are created in accounting and store the various costs plans for a project, such as best and worst case scenarios.
Project Versions
Simulations
Project Processes
© Satyam 2008 242
Easy EC&O
When you are planning complex projects, for instance in engineering-to-order, it is often necessary to simulate and save changes to a project, without affecting the operative project. To do so, you use simulation versions that can be changed, costed and scheduled.
Simulation Version
Agenda
© Satyam 2008 243
Easy EC&O Simulation Versions - Flow
Agenda
© Satyam 2008 244
Easy EC&O Simulation – Version Key & Profile
Simulation – Version Key & Profile
© Satyam 2008 245
Easy EC&O Version Keys and Simulation Profiles
Version Keys and Simulation Profiles
© Satyam 2008 246
Easy EC&O Evaluation of Simulation Versions
Agenda
Progress Analysis
Project Processes
© Satyam 2008 248
Easy EC&O
You use the planning phase of your project to plan how you want your project to progress. However, errors in planning or unforeseen events may cause the project to vary from the plan.
The project objective will then only be achieved if project management identifies these variances early on and takes prompt action to correct them.
To this end, project management requires constant access to current information about:
Project statusThe state of the project at a particular time, as derived from actual data on costs, dates, and capacities.
Project progressThe progress of the project towards achieving its goal, as of a particular time, compared with planning
Expected project development
Project Progress
Agenda
© Satyam 2008 249
Easy EC&O
Progress Analysis : Basic Concepts
Agenda
© Satyam 2008 250
Easy EC&O
Progress Value Determination: Measurement Methods
Agenda
© Satyam 2008 251
Easy EC&O Progress Determination : Function
Agenda
© Satyam 2008 252
Easy EC&O
Progress Analysis/ Earned Value
Cost-to-Complete
Milestone Trend Analysis
Progress Tracking
Cost-to-Complete
Progress Analysis
MilestondTrend
Analysis
Progress Tracking
XX
Project Progress / Analysis
Agenda
© Satyam 2008 253
Easy EC&O
Progress analysis is the tool used to determine planned and actual project progress values, and to compare the two sets of data.
The system uses the overall planned costs to evaluate the work done, meaning that the evaluation is not dependent on the costs planned or posted by period.
Progress Analysis
Agenda
© Satyam 2008 254
Easy EC&O
Common terminologies in EVM Planned POC : How far should my project progress by a particular point in
time?
BCWS: Budgeted cost of work scheduled
Actual percentage of completion (POC): How far has my project actually progressed?
BCWP : What is the planned value of the actual work performed?
ACWP: What costs have already been incurred for the project?
SV = BCWP – BCWS: Are schedule variances occurring?
CV = BCWP – ACWP : What are the costs resulting from schedule variances?
CPI = BCWP /ACWP : How accurate was my planning?
EAC: What are the total costs to be expected if the cost variance continues?
Earned Value Management (EVM)
Agenda
© Satyam 2008 255
Easy EC&O Progress Analysis: Calculation
Agenda
Results Analysis
Project Processes
© Satyam 2008 257
Easy EC&O Result Analysis : Objective
Agenda
© Satyam 2008 258
Easy EC&O Overview of Result Analysis
Agenda
Period End Closing
Project Processes
© Satyam 2008 260
Easy EC&O Period – End Closing Procedures
Agenda
© Satyam 2008 261
Easy EC&O Aspects of Settlement
Agenda
© Satyam 2008 262
Easy EC&O Settlement Scenarios
Agenda
© Satyam 2008 263
Easy EC&O Multi-Level Settlement : Direct Settlement
Agenda
© Satyam 2008 264
Easy EC&O
Periodic Settlement Processing – Investment Projects
Asset Under Construction
Final Asset
Periodic Settlement to AUC Final Settlement to Fixed Assets1 2
© Satyam 2008 265
Easy EC&O Generating Settlement Rule for a WBS
© Satyam 2008 266
Easy EC&O Determine Settlement Strategy for WBS Element
© Satyam 2008 267
Easy EC&O Deriving Settlement Rules for Activities
© Satyam 2008 268
Easy EC&O Indicators in the Settlement Profile
© Satyam 2008 269
Easy EC&O Settlement: Debit and Credit
© Satyam 2008 270
Easy EC&O Maintaining Settlement Rules
© Satyam 2008 271
Easy EC&O Settlement Structure
© Satyam 2008 272
Easy EC&O PA Settlement Structure
© Satyam 2008 273
Easy EC&O Assets Under Construction Flow Chart
Is this acapital
project?YesCapital Project
CreateInvestement
Profile onProject
Release
Create Non-Capital WBS
Elements
No
Create AUC
MonthlySttlmnt
settles capitalWBS to AUC
MonthlySttlmnt settlesnon-capital toexp receiver
START
FinishedBuilding
Changesstatus from
AUC to TECO
All asset underAUC final
ProjectCompleted
Closed andready for
depreciationEND
© Satyam 2008 274
Easy EC&O
Final Settlement from AUC to Assets
Reduce released budget
Return Original Budget
Perform Budget Return check
Close project definition
Update all WBS Elements to TECO
Delete unused WBSElements
Project Closing Case Flow Diagram
Clear Project Stock
© Satyam 2008 275
Easy EC&O Schedule Manager
Mass Change
Project Processes
© Satyam 2008 277
Easy EC&O Mass Change
© Satyam 2008 278
Easy EC&O Mass Change
Validation
Project Processes
© Satyam 2008 280
Easy EC&O Validation
Substitution
Project Processes
© Satyam 2008 282
Easy EC&O Substitution
Interest Calculation
Project Processes
© Satyam 2008 284
Easy EC&O Interest Calculation
Project Oriented Procurement (PROMAN)
Project Processes
© Satyam 2008 286
Easy EC&O Project- Oriented Procurement – Proman
Open PS
Project Processes
© Satyam 2008 288
Easy EC&O Open PS
Archiving
Project Processes
© Satyam 2008 290
Easy EC&O Benefits of Archiving
© Satyam 2008 291
Easy EC&O Purpose of Archiving Objects
Purpose of Archiving Objects
© Satyam 2008 292
Easy EC&O Archiving Steps
Archiving Steps
© Satyam 2008 293
Easy EC&O Deleting Without Archiving
Deleting Without Archiving
© Satyam 2008 294
Easy EC&O Archiving Objects
Archiving Objects
SAP PS reporting
Reports & Analysis
© Satyam 2008 296
Easy EC&O Project System – Information System
Agenda
© Satyam 2008 297
Easy EC&O
Purpose The Project Information System is a flexible, comprehensive information System. you can use to monitor and control your project data. You can evaluate individual projects, partial projects, or multiple projects.
Features You can run recurring standard reports and create your own reports to meet
your specific information needs and tasks. You can display all data in the information system immediately after entering it
or can run the reports in the background. This also includes reports offering different degrees of detail, summarizations,
and views of current data, version data, and archive data for:• Structures• Controlling• Progress• Resources• Material
Information Systems
Agenda
© Satyam 2008 298
Easy EC&O Structure Overview and Individual Overviews
Structure Overview and Individual Overviews
© Satyam 2008 299
Easy EC&O Structure Information System: Functions
Agenda
© Satyam 2008 300
Easy EC&O
Structure Information System : Graphical Evaluation and Data Export
Agenda
© Satyam 2008 301
Easy EC&O Hierarchy Reports
© Satyam 2008 302
Easy EC&O Cost Element Reports
Agenda
© Satyam 2008 303
Easy EC&O Evaluation Using Cost Reports
Evaluation Using Cost Reports
© Satyam 2008 304
Easy EC&O SAP Business Information Warehouse
SAP Business Information Warehouse
© Satyam 2008 305
Easy EC&O Line Item Reports
Agenda
© Satyam 2008 306
Easy EC&O Information Systems
© Satyam 2008 307
Easy EC&O Level of Detail
© Satyam 2008 308
Easy EC&O Evaluation Using Cost Reports
© Satyam 2008 309
Easy EC&O
Agenda
© Satyam 2008 310
Easy EC&O
Indrajit +91 9052230808 [email protected]
Thank you!
Chinnababu +91 9000525299 [email protected]
Agenda
© Satyam 2008 311
Easy EC&O Safe harbor
This is solely for the use of Satyam only. Without prior permission, no part of itmay be circulated, quoted or reproduced outside of the organization.
satyam.com
© Satyam 2008
Agenda
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