1 ... Introduction ... 13

2 ... Structures and Master Data ... 17

2.1 ... Basic Principles ... 18
2.1.1 ... Overview of Project Structures ... 18
2.1.2 ... Access Control Lists ... 22
2.2 ... Work Breakdown Structure ... 23
2.2.1 ... Structure and Master Data ... 25
2.2.2 ... Structure Customizing of the Work Breakdown Structure ... 35
2.2.3 ... Standard Work Breakdown Structures ... 44
2.3 ... Networks ... 45
2.3.1 ... Structure and Master Data ... 45
2.3.2 ... Structure Customizing of the Network ... 58
2.3.3 ... Standard Networks ... 66
2.4 ... Milestones ... 67
2.4.1 ... Milestones Assigned to WBS Elements ... 68
2.4.2 ... Milestones Assigned to Activities ... 70
2.5 ... Documents ... 72
2.5.1 ... PS Texts ... 73
2.5.2 ... Integration with Document Management ... 74
2.6 ... Statuses ... 75
2.7 ... Editing Functions ... 79
2.7.1 ... Project Builder ... 80
2.7.2 ... Project Planning Board ... 85
2.7.3 ... Special Maintenance Functions ... 90
2.7.4 ... Project Editor ... 91
2.8 ... Tools for Optimized Master Data Maintenance ... 94
2.8.1 ... Field Selection ... 95
2.8.2 ... Flexible Detail Screens and Table Controls ... 96
2.8.3 ... Mass Change ... 97
2.8.4 ... Substitution ... 100
2.8.5 ... Validation ... 101
2.8.6 ... Variant Configurations with Projects ... 103
2.8.7 ... Assembly Processing ... 106
2.9 ... Versions ... 112
2.9.1 ... Project Versions ... 112
2.9.2 ... Simulation Versions ... 115
2.10 ... Archiving Project Structures ... 117
2.11 ... Summary ... 120

3 ... Planning Functions ... 121
3.1 ... Time Scheduling ... 122
3.1.1 ... Time Scheduling with WBS Elements ... 124
3.1.2 ... Scheduling with Networks ... 127
3.2 ... Resource Planning ... 144
3.2.1 ... Capacity Planning with Work Centers ... 145
3.2.2 ... Workforce Planning ... 153
3.2.3 ... Capacity Leveling ... 160
3.2.4 ... External Processing ... 163
3.2.5 ... Service ... 167
3.3 ... Material Planning ... 170
3.3.1 ... Assigning Material Components ... 170
3.3.2 ... Project Stock ... 190
3.3.3 ... Availability Check ... 194
3.4 ... Planning Costs and Statistical Key Figures ... 198
3.4.1 ... Hierarchical Cost Planning ... 202
3.4.2 ... Unit Costing ... 205
3.4.3 ... Detailed Planning ... 209
3.4.4 ... Easy Cost Planning ... 213
3.4.5 ... Network Costing ... 219
3.4.6 ... Planned Costs of Assigned Orders ... 227
3.4.7 ... Planning Statistical Key Figures ... 229
3.5 ... Revenue Planning ... 231
3.5.1 ... Hierarchical Planning ... 232
3.5.2 ... Detailed Planning ... 232
3.5.3 ... Billing Plan ... 233
3.5.4 ... Sales Pricing ... 236
3.6 ... Summary ... 241

4 ... Budget ... 243
4.1 ... Budgeting Functions in SAP Project System ... 244
4.1.1 ... Original Budget ... 245
4.1.2 ... Budget Updates ... 249
4.1.3 ... Budget Release ... 252
4.1.4 ... Budget Carryforward ... 253
4.1.5 ... Availability Control ... 255
4.2 ... Integration with Investment Management ... 262
4.3 ... Summary ... 269

5 ... Project Execution Processes ... 271
5.1 ... Actual Dates ... 272
5.1.1 ... Actual Dates of WBS Elements ... 272
5.1.2 ... Actual Dates of Activities ... 273
5.1.3 ... Actual Dates of Milestones ... 275
5.2 ... Account Assignment of Documents ... 276
5.2.1 ... Commitments Management ... 277
5.2.2 ... Manual Account Assignment ... 280
5.2.3 ... Execution Services ... 281
5.3 ... Confirmations ... 284
5.3.1 ... Individual Confirmations ... 291
5.3.2 ... Collective and Summary Confirmations ... 292
5.3.3 ... Cross-Application Time Sheet (CATS) ... 293
5.3.4 ... Additional Confirmation Options ... 297
5.4 ... External Procurement of Services ... 298
5.4.1 ... External Processing ... 298
5.4.2 ... Service ... 301
5.5 ... Material Procurement and Delivery ... 303
5.5.1 ... Material Procurement Processes ... 303
5.5.2 ... Delivery from Project ... 311
5.5.3 ... ProMan ... 313
5.6 ... Billing ... 317
5.6.1 ... Milestone Billing ... 317
5.6.2 ... Resource-Related Billing ... 320
5.7 ... Project Progress ... 324
5.7.1 ... Milestone Trend Analysis ... 324
5.7.2 ... Progress Analysis ... 326
5.7.3 ... Progress Tracking ... 336
5.8 ... Claim Management ... 340
5.9 ... Summary ... 344

6 ... Period-End Closing ... 345
6.1 ... Processing Types ... 346
6.2 ... Revaluation at Actual Prices ... 349
6.2.1 ... Prerequisites for Revaluation at Actual Prices ... 350
6.2.2 ... Executing the Revaluation at Actual Prices ... 351
6.2.3 ... Dependencies of the Revaluation at Actual Prices ... 351
6.3 ... Overhead Rates ... 352
6.3.1 ... Prerequisites for the Allocation of Overhead Rates ... 352
6.3.2 ... Executing the Application of Overhead ... 355
6.4 ... Template Allocations ... 357
6.4.1 ... Prerequisites for Template Allocation ... 357
6.4.2 ... Executing Template Allocation ... 359
6.5 ... Interest Calculation ... 360
6.5.1 ... Prerequisites for Interest Calculation for Projects ... 361
6.5.2 ... Executing the Interest Calculation for Projects ... 367
6.6 ... Results Analysis ... 369
6.6.1 ... Prerequisites for the Results Analysis ... 376
6.6.2 ... Executing the Results Analysis ... 384
6.7 ... Project-Related Incoming Orders ... 386
6.7.1 ... Prerequisites for Project-Related Incoming Order Determination ... 389
6.7.2 ... Executing the Project-Related Incoming Order Determination ... 392
6.8 ... Cost Forecast ... 393
6.8.1 ... Prerequisites for and Restrictions of the Cost Forecast ... 396
6.8.2 ... Executing and Evaluating the Cost Forecast ... 397
6.8.3 ... Forecast Workbench ... 398
6.9 ... Settlement ... 401
6.9.1 ... Prerequisites for Project Settlements ... 402
6.9.2 ... Executing Project Settlements ... 411
6.9.3 ... Settlement of Investment Projects ... 414
6.9.4 ... Project Settlement Dependencies ... 417
6.10 ... Summary ... 418

7 ... Reporting ... 419
7.1 ... Project Information System: Structures ... 419
7.1.1 ... Structure/Project Structure Overview ... 424
7.1.2 ... Individual Overviews ... 429
7.2 ... Project Information System: Financials ... 432
7.2.1 ... Hierarchy Reports ... 432
7.2.2 ... Cost Element Reports ... 441
7.2.3 ... Line Item Reports ... 447
7.2.4 ... PS Cash Management ... 450
7.3 ... Logistical Reports ... 456
7.3.1 ... Purchase Requisitions and Purchase Orders for the Project ... 456
7.3.2 ... Material Reports ... 458
7.3.3 ... Capacity Reports ... 459
7.4 ... Project Summarization ... 466
7.5 ... Summary ... 470

8 ... Integration Scenarios with Other Project Management Tools ... 471
8.1 ... Open PS for Microsoft Project ... 473
8.2 ... cProjects ... 477
8.3 ... SAP Resource and Portfolio Management ... 482
8.4 ... Summary ... 487

A ... BAPIs in SAP Project System ... 491

B ... Enterprise Services of SAP Project System ... 493

C ... Selected Project System Database Tables ... 497

D ... Transactions and Menu Paths ... 499
D.1 ... Structures and Master Data ... 499
D.1.1 ... Transactions in the SAP Menu ... 499
D.1.2 ... Customizing Activities ... 500
D.2 ... Planning Functions ... 503
D.2.1 ... Transactions in the SAP Menu ... 503
D.2.2 ... Customizing Activities ... 505
D.3 ... Budget ... 507
D.3.1 ... Transactions in the SAP Menu ... 507
D.3.2 ... Customizing Activities ... 508
D.4 ... Project Execution Processes ... 509
D.4.1 ... Transactions in the SAP Menu ... 509
D.4.2 ... Customizing Activities ... 511
D.5 ... Period-End Closing ... 511
D.5.1 ... Transactions in the SAP Menu ... 511
D.5.2 ... Customizing Activities ... 513
D.6 ... Reporting ... 514
D.6.1 ... Transactions in the SAP Menu ... 514
D.6.2 ... Customizing Activities ... 516

E ... The Author ... 519

... Index ... 521

Dr. Mario Franz is Solution Manager for SAP Project System at SAP AG. He has been involved in the development and delivery of many courses on SAP Project System, cProjects, and SAP Resource and Management (SAP RPM). He has also trained numerous SAP Project System Consultants.