TABLE OF CONTENTS

INTRODUCTION.........................................................................................................5
1 Structures ..................................................................................................................7
1.1 Operative Structures for Work Breakdown Structure (WBS) ...................7
1.1.1 Define Special Characters for Projects............................................7
1.1.2 Define Project Coding Mask ..............................................................8
1.1.3 Create Status Profile ........................................................................ 10
1.1.4 Define Partner Determination Procedures and Roles ................ 22
1.1.5 Create Project Profile ....................................................................... 25
1.1.6 Create Project T ypes for WBS Elements ..................................... 28
1.1.7 Specify Applicants for WBS Elements .......................................... 28
1.1.8 Specify Persons Responsible for WBS Elements ....................... 29
1.1.9 Define Priorities for WBS Elements ............................................... 30
1.1.10 Define Field Selection for Work Breakdown Structures............. 31
1.1.11 Create User- Defined for WBS Elements ..................................... 34
1.1.12 Maintain Substitutions ..................................................................... 35
1.2 Operative Structures for Network.............................................................. 47
1.2.1 Maintain network types ................................................................... 47
1.2.2 Specify Parameters for Network Type .......................................... 52
1.2.3 Maintain network profiles ................................................................ 54
1.2.4 Set Up Number Ranges for Network............................................. 62
1.2.5 Define Control Key ........................................................................... 62
1.2.6 Account Assignment Categories and Document Types for
Purchase Requisitions..................................................................... 65
1.2.7 Specify person responsible for work center ................................. 67
1.2.8 Define parameters for Subnetworks.............................................. 67
1.3 Operative Structures for Milestones.......................................................... 69
1.3.1 Define Milestone Usage...................................................................... 69

PS Configuration
INTRODUCTION

Projects irrespective of its size require precise planning of the various detailed
activities involved in execution of the project. The project manager has the job
of ensuring that the project is executed efficiently, on time, and within budget -
which he or she achieves by ensuring that the required resources and funds
are available as and when needed.

Projects are generally part of the internal processes of a company. To be able

to control all tasks in project execution, you need an organizational form that
is specific to the project and which is shared by all departments involved.
Before you can carry out a project in its entirety, the project goals must be
precisely described and the project activities to be carried out must be
structured. A clear, unambiguous project structure is the basis for successful
project planning, monitoring, and control.

A project is struc tured as per the following points of view:

ü By structures, using a work breakdown structure (WBS)

ü By process, using individual activities (work packages)

Project managers usually distinguish between two types of project:

ü Externally financed projects

v Custom er projects

ü Internally financed projects

v Overhead cost projects

v Capital investment projects

The Project system has no organizational structures of its own. You

incorporate into your existing structure by making assignments to the
organizational units.
Thus each project starts with the definition and classification of the structures
required for processing and incorporating these into existing enterprise
structure.

PS Configuration
Project System Organizational structure

Project Definition

WBS Elements

Networks

Activities

Internally Processed
Activities

Externally Processed
Activities

General Costs Activities

Material Components

PS Configuration
1 Structures

For configuration we use the following path on the SAP application screen:-

SAP Menu à Tools à AcceleratedSAP à Customizing à SPRO - Edit

Project à

We will not refer the above path henceforth; we will directly refer to the
IMG node.

1.1 Operative Structures for Work Breakdown Structure

(WBS)

1.1.1 Define Special Characters for Projects

IMG à Project System à Structures àOperative Structures à Work

Breakdown Structure (WBS) à Project Coding Mask àDefine Special
Characters for Projects

Here you specify how a project number is coded for editing. You can maintain
the following parameters for editing the project number:

• The length of the key for project coding.

Here you can assign up to five places for the key.

• an indicator specifying whether the key must have this exact length or
whether it can also be shorter

• special characters to enter WBS elements faster

• an indicator specifying whether only coded project numbers can be

used to create projects

Avoid the following special characters: *,+,? and %. These special characters
are used for specific functions in the system.

PS Configuration
Thus for the above configuration our project code will start with a single digit
alphanumeric code.
We have defined a special character = in the field ET (entry tool for wbs
element) as an entry aid. (You can use any character as entry aid, the system
will always copy the identifier of the superior WBS element)

E.g. You want to insert a new wbs element below the wbs element
V-6691001.05
In this case you only have to type in =01, system will automatically
supplement the key as V-6691001.05.01

1.1.2 Define Project Coding Mask

IMG à Project System à Structures àOperative Structures à Work

Breakdown Structure (WBS) à Project Coding Mask à Define Project Coding
Mask

This configuration is already done while creating the investment management

configuration. The Appropriation request number and the Project system
number (Top WBS) will be the same.

Here you define the coding masks for Project numbers. You can create a
coding mask for each key that you plan to use.

PS Configuration
The system determines the coding key that it should use based on the
first character of the coding key.

You can use the following symbols:

• X for alphanumeric characters

• 0 for numeric characters

• special symbols for the structure o f the appropriation request number

We enter the following code mask for key

V -0000000.00.00.00.00

Thus the project number V66910010301 is automatically edited to

V-6691001.03.01

The configuration was already done in Investment management which can be

seen below.

The appropriation request number and the top level wbs element
number will be the same.

Click on

PS Configuration
1.1.3 Create Status Profile

IMG à Project System à Structures àOperative Structures à Work

Breakdown Structure (WBS) à WBS User Status à Create Status Profile

You can set your own user status for an event.

You need to create status profile, create user status and assign various
business transactions whic h will influence the user status.

Click on

Update the following:-

Click

Double click

Update the following:-

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Click on

Click

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Update the following:-

Click on

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Now you need to assign the user status to the business transaction.

Double click

Click on

Update the following:-

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Budgeting permitted.

Release permitted

Write plan line items

Click on

Click to update business transaction for the next status.

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Click

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Click

Click on

Click
Click on

Click

Click on

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Click on

Click

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Double click

Click on

Click

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Click on

Double click

Click

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PS Configuration
Update the following:-

Double click and update the following business transaction.

PS Configuration
1.1.4 Define Partner Determination Procedures and Roles

IMG à Project System à Structures àOperative Structures à Work

Breakdown Structure (WBS) à Define Partner Determination Procedures and
Roles

Here you define partner roles, assign them to keys dependent on the logon
language, and define partner structures and assign partner roles to them.

Double click

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Click on

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Update the following:-

Select

Double click

Click on

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Update the following:-

Click on

1.1.5 Create Project Profile

IMG à Project System à Structures àOperative Structures à Work

Breakdown Structure (WBS) à Create Project Profile

This step has already been configured in Investment Management

configuration step 4.1.2

Here you define project profiles for capital investment measures. The most
important control feature in the project profile of capital investment measures
is the investment profile. You can assign the investment profile in the step
Define investment profiles.

The project profile contains default values such as controlling area, company
code and other control parameters such as the planning method for dates and

PS Configuration
costs. The data that you enter in the project profile will be copied into a project
in its project definition or in the WBS elements which can later be overwritten.

Let us see the configuration parameters for project profile

Double click on

Click

PS Configuration
Remove the costing sheet and interest profile

Click on

PS Configuration
1.1.6 Create Project Types for WBS Elements

IMG à Project System à Structures àOperative Structures à Work

Breakdown Structure (WBS) à Create Project Types for WBS Elements

The project type does not influence program control or screen selection.
You can use the project type as a filtering criterion in the information system

We will use the project type IP.

1.1.7 Specify Applicants for WBS Elements

IMG à Project System à Structures àOperative Structures à Work

Breakdown Structure (WBS) à Specify Applicants for WBS elements

You can define here Applicants for WBS elements

Click on

PS Configuration
Update the following:-

Click on

1.1.8 Specify Persons Responsible for WBS Elements

IMG à Project System à Structures àOperative Structures à Work

Breakdown Structure (WBS) à Specify Persons Responsible for WBS
Elements

You can define here persons responsible for WBS elements

Click on

Click on

PS Configuration
1.1.9 Define Priorities for WBS Elements

IMG à Project System à Structures àOperative Structures à Work

Breakdown Structure (WBS) à Define Priorities for WBS Elements

You can define here priorities for WBS elements. There are already some
standard priorities defined in SAP. We will work with them and not configure
new ones.

PS Configuration
1.1.10 Define Field Selection for Work Breakdown Structures

IMG à Project System à Structures àOperative Structures à Work

Breakdown Structure (WBS) à User Interface Settings à Define Field
Selection for Work Breakdown Structures

Here, you can make a field selection for the screens of the project definition
and the WBS elements.

You can specify modifiable and influencing fields.

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1.1.11 Create User- Defined for WBS Elements

IMG à Project System à Structures àOperative Structures à Work

Breakdown Structure (WBS) à User Interface Settings à Create User-
Defined Fields for WBS Elements

User defined text fields can be used as additional information. The user
defined fields are not checked by the SAP system. But checks can be done
through an enhancement.

The fields available are:-

General text fields
Quantity fields
Value fields
Date fields
Check boxes

The key words for the user-defined fields are determined by a key word ID.

Let us see an SAP standard Field key.

Double click

PS Configuration
1.1.12 Maintain Substitutions

IMG à Project System à Structures àOperative Structures à Work

Breakdown Structure (WBS) à Maintain Substitutions

We will create a substitution:-

If responsible person entered in WBS is 200 - Jerry Jones then update the
responsible cost center as 9104001

If responsible person entered in WBS is 201 - Angeline Reyes then update

the responsible cost center as 9104002

PS Configuration
Position the cursor on WBS element and Click

Update the following:-

Click

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Click

Select

Click

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Click

Click

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Update the following:-

Double click

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Double click

Click to scroll down the fields

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Click

The technical names as well as short description will be displayed.

Further click

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Double click

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Click

Click

Update the following:-

Take a drop down in the field and select

Double click

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Update the following:-

Click on

Position cursor on

Click

Click on

Click back and again open

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Double click

Double click

Change 00000200 to 00000201

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Double click

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Update the following:-

Click on

1.2 Operative Structures for Network

1.2.1 Maintain network types

IMG à Project System à Structures àOperative Structures à Networkà

Settings for Networks à Maintain network types

The network type contains information for controlling and managing networks.

In the SAP System, the network is a special form of the work order which has
a structure in common with production, maintenance and inspection orders.
Every network you create must have a network type allocated to it.

Click on

PS Configuration
Update the following:-

Click on

Click on

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Click

Click

Click on

Click

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Click

Click

Click

Click on

Click

Similarly create Network type for activity type account

Click on

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Update the following:-

Click on

Click

Similarly create a group and assign a number range.

PS Configuration
1.2.2 Specify Parameters for Network Type

IMG à Project System à Structures àOperative Structures à Networkà

Settings for Networks à Specify Parameters for Network Type

Here you define the parameters per plant and network type.

Click on

Update the following:-

PS Configuration
Click on

Click

Click on

Update the following:-

Click on

PS Configuration
1.2.3 Maintain network profiles

IMG à Project System à Structures àOperative Structures à Networkà

Settings for Networks à Maintain network profiles

The network profile contains default values and parameters for controlling the
processing of networks, such as control keys for activities.

The data which you enter here in the network profile is copied into the header,
activities, and activity elements when you create a network. You can overwrite
these values in each new network.

Select

Click

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PS Configuration
Update the following:-

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Click

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Click

Press enter

Click on

Select

Click

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Update the following:-

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Click

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Click

Press Enter

Click on

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1.2.4 Set Up Number Ranges for Network

IMG à Project System à Structures àOperative Structures à Networkà

Settings for Networks à Set Up Number Ranges for Network

We had already created the number groups and number ranges while

configuring the network which can be seen by clicking

1.2.5 Define Control Key

IMG à Project System à Structures àOperative Structures à Networkà

Settings for Networks à Define control key

Here you create the control keys for different activities and activity elements.
The control key determines which business transactions are carried out when
an activity is processed whether it is internal activity, external activity or both
is possible.

You specify the indicators and keys for the various func tions in the control
key.
We have used the SAP standard control keys PS01, PS02 and PS05 for
networks.

Let us check the settings.

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Double click

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Let us now check the settings of PS02

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Let us also check the settings for control key PS05

1.2.6 Account Assignment Categories and Document Types for

Purchase Requisitions

IMG à Project System à Structures àOperative Structures à Networkà

Settings for Network Activities à Account Assignment Categories and
Document Types for Purchase Requisitions

Here you specify purchasing item categories and a purchasing document type
for purchase requisitions in the network

PS Configuration
Change the Acct. assgmt. Gen from F to N

Click on

PS Configuration
1.2.7 Specify person responsible for work center

IMG à Project System à Structures àOperative Structures à Network à

Work Center à Specify person responsible for work center

Here we create person responsible for work center for a plant.

Click on

Update the following:-

Click on

1.2.8 Define parameters for Subnetworks

IMG à Project System à Structures àOperative Structures à Network à

Define parameters for subnetworks

Here you maintain the following parameters for subnetworks:-

Network type for the subnetwork

Network type of the activity which is replaced by the subnetwork

Click on

PS Configuration
Click on

Click

Click on

Update the following:-

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Click on

1.3 Operative Structures for Milestones

1.3.1 Define Milestone Usage

IMG à Project System à Structures àOperative Structures à Milestones à

Define Milestone Usage

Here you define milestone usages.

It is used for:-

1) Trigger for earned value analysis

2) It is generally used in the area of engineering and design.

The usages values can be used in selection in the information system

There are standard milestone usages defined in the system.

PS Configuration
à à à à

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