user training manual_ps_tp_end user v1.2 final1

BSNL

User ManualProject System

Transmission ProjectsReference Business Process No.-

BSNL_BBP_PS_TP

Version:1.2

25.03.2011

User Manual:-Title:-Module Name:-Business Process:-

PS_UTM_TP_01

Project SystemTransmission Projects

Version Control

Date Version Author Change Description0.1 Gaurav Verma Draft 0.2 Rajeev Sharma Review1.0 Rajesh Jain/Rajeev

Sharma/Gaurav Verma/Pawan Yadav

Final Submission and agreement

1.1 Abhinav Bhalla Updated CE fields1.2 Nimish Goswamy/Abhinav

BhallaReview and update after FIT

The document has been prepared to be used by the following stake-holders:

End Users Performing day to day transactions as per their Roles and Authorizations in SAP System.

Core Team – Directly involved in the Projects and supporting the various activities in Project Phases

Business Process Owners – Respective Business Leaders, involved in validating the process design.

Important Note:

The information in this document is only meant to be a reference for ERP Process configured as per the Business Process approved by BSNL Management for Project System Module and is not a complete description of the SAP product and its functionalities. Its main purpose is to serve as a

reference Document for User Training and Support.

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Course OverviewSAP Project System supports comprehensive functions for planning, controlling and organizing all the

activities carried out during the course of a project. It helps you manage your project structures, dates,

costs, and resources throughout the entire project lifecycle. Course provides you with an overview of the

functions in SAP Project System.

Target Audience

This course is intended for the following audiences:

Project managers Project team members Consultants

Course Prerequisites

Knowledge of navigating SAP systems Basic knowledge of project management

Course Goals

This course will prepare you to:

Discuss the basic functions of SAP Project System for RTPC MOM Discuss the basic functions of SAP Project System for structuring, planning, executing,

and monitoring projects

Course Objectives

After completing this course, you will be able to:

Upload and Review RTPC MOM in SAP System Use work breakdown structures, activities, and networks to structure projects Discuss aspects of planning dates, resources, materials, costs, and revenues Name the functions used for budgeting Explain aspects and processes used for executing projects

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Explain various period-end closing activities in Project Management Use reporting options for monitoring project data

Table of Contents

1. UPLOAD AND READ RTPC MOM..................................................................................................9

2. SEARCH THE PROJECT LIST ON THE BASIS OF SELECTION CRITERIA.......................13

3. CREATE OPERATIVE PROJECT DEFINITION & WBS............................................................16

4. SEND WBS ELEMENT FOR DETAILING / SURVEY USING NOTE SHEET......................27

5. READ NOTE SHEET RECEIVED IN THE SAP INBOX.............................................................28

6. CREATE & ASSIGN SURVEY REPORT TO THE PROJECT....................................................29

7. CREATE & ASSIGN PROJECT RELATED DRAWINGS TO THE PROJECT........................31

8. APPROVE / RELEASE PROJECT RELATED DRAWINGS.......................................................35

9. UPDATE THE WBS STATUS TO SURVEY DONE....................................................................37

10. SEND WBS FOR SURVEY APPROVAL TO COMPETENT AUTHORITY............................38

11. RELEASE SURVEY REPORT FOR THE PROJECT....................................................................44

12. UPDATE THE WBS STATUS TO SURVEY APPROVED (SRVA).........................................46

13. CREATE PROJECT CUM DETAILED ESTIMATE.......................................................................48

14. ASSIGN INTERNAL ACTIVITY.......................................................................................................50

15. ASSIGN MATERIAL TO AN INTERNAL ACTIVITY..................................................................51

16. ASSIGN & EXPLODE BILL OF MATERIALS..............................................................................54

17. ASSIGN SERVICE ACTIVITY..........................................................................................................58

18. ASSIGN GENERAL COST ACTIVITY............................................................................................60

19. DEFINE RELATIONSHIP BETWEEN ACTIVITIES....................................................................61

20. ATTACH MILESTONE TO AN ACTIVITY....................................................................................63

21. ATTACH MILESTONE TO A WBS ELEMENT............................................................................64

22. PROJECT SCHEDULING.................................................................................................................. 65

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23. UPDATE THE WBS STATUS TO PE CUM DE CREATED......................................................67

24. SEND WBS FOR PE CUM DE APPROVAL TO COMPETENT AUTHORITY USING NOTE SHEET............................................................................................................................................... 68

25. READ NOTE SHEET RECEIVED IN THE SAP INBOX.............................................................70

26. REVIEW PROJECT ESTIMATE.......................................................................................................71

27. UPDATE THE WBS STATUS TO PE CUM DE CONCURRED (PEFI)..................................72

28. UPDATE THE WBS STATUS TO PE CUM DE APPROVED...................................................73

29. VIEW APPROVED PE/DE/RE PDF DOCUMENTS....................................................................74

30. LINK WBS ELEMENT TO AN INVESTMENT PROGRAM POSITION.................................76

31. BUDGET DISTRIBUTION TO THE PROJECT.............................................................................76

32. PLAN FOR PROJECT WISE ACTIVITIES (SKF – STATISTICAL KEY FIGURE)...............76

33. UPDATE THE SYSTEM STATUS OF A WBS ELEMENT TO RELEASED...........................77

34. UPDATE THE SYSTEM STATUS OF A NETWORK TO RELEASED....................................79

35. POST ACTUAL SKF DURING THE PROJECT EXECUTION PHASE....................................80

36. UPDATE THE WBS STATUS TO REVISED ESTIMATE CREATED.....................................81

37. UPDATE THE WBS STATUS TO REVISED ESTIMATE FI CONCURRED.........................82

38. UPDATE THE WBS STATUS TO REVISED ESTIMATE APPROVED..................................83

39. ACTIVITY CONFIRMATION............................................................................................................85

40. MILESTONE CONFIRMATION ASSIGNED TO A WBS ELEMENT......................................87

41. MILESTONE CONFIRMATION ASSIGNED TO AN ACTIVITY..............................................87

42. UPDATE THE WBS STATUS TO OFFERED FOR AT..............................................................89

43. UPDATE THE WBS STATUS TO LIST OF PENDING POINTS / SHORTCOMING FROM AT (IF ANY)................................................................................................................................................. 90

44. UPDATE THE WBS STATUS TO CLEARANCE OF PENDING POINTS (IF ANY)...........91

45. UPDATE THE WBS STATUS TO RELAXATION FOR PENDING POINTS NOT CLEARED (IF ANY)................................................................................................................................... 93

46. UPDATE THE WBS STATUS TO PROVISIONALLY FIT FOR COMMISSIONING..........94

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47. UPDATE THE WBS STATUS TO DECLARED FIT FOR COMMISSIONING......................95

48. UPDATE THE STATUS OF A WBS ELEMENT TO TECO (TECHNICALLY COMPLETE)96

49. UPDATE THE STATUS OF A NETWORK TO TECO (TECHNICALLY COMPLETE)........97

50. UPDATE THE WBS STATUS TO COMMISSIONING DONE.................................................98

51. ENTER DETAILS AFTER UPDATE OF STATUS COMMISSIONING DONE......................99

52. SETTLEMENT OF NETWORK TO WBS ELEMENT................................................................101

53. UPDATE THE WBS STATUS TO OFFERED FOR TAKING OVER.....................................103

54. UPDATE THE WBS STATUS TO TAKEN OVER.....................................................................104

55. UPDATE THE SYSTEM STATUS OF A WBS ELEMENT TO CLOSED..............................105

56. TRANSACTIONS FOR PROJECT MONITORING:-..................................................................106

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OVERVIEW

SAP Project System supports comprehensive business Process for Planning, Controlling & Organizing all the activities carried out during the course of a Project. It helps you to manage your Project structure, dates, cost & task throughout the entire Project lifecycle.

Western Telecom Projects is responsible for planning, survey and execution of various long distance Telecom Transmission Projects and Switching Projects for building up National Telecom Infrastructure in different Zone for Optical Fiber Cable system, Digital Microwave, Trunk Automatic Exchange (TAX) and Satellite based communication systems in entire Western part of the country which includes states of

Maharashtra

Gujarat

Madhya Pradesh

Chattisgarh

Goa

Important information to be noted:-

All documents are to be created in reference to the preceding document. All SAP Transactions can be executed either by navigating to the required

Transaction through the Menu Path or by simply entering the Transaction Code for the respective Transaction in the Command Field.

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1. Upload and Read RTPC MOM

Create Document CV01N

Menu path Logistics Project System Document Management SystemDocument Create

Transaction CV01N

1. Enter the Required details:Document Type: ZPDDocument Part: 000Document Version: 00

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2. Enter the Document Description and click the tab

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3. Select the Class “Project Details” and select the Characteristics “Approval Channel” and

4. Press to go back to initial screen.

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5. On the initial Screen Press to attach the document(Word/Excel File), which contains the list of projects.

6. Press to save the document in DMS.

7. If this screen appears, select the “Vault” radio button.

8. And press to finally save the document.

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2. Search the Project List on the basis of Selection Criteria

Change Document CV02N

Menu path Logistics Project System Document Management SystemDocumentChange

Transaction CV02N

1. Select the search criteria “Find document Via Class”

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2. Enter the class name “Project_Details”

3. Select the “Approval Channel” and click on

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NOTE: The system will give the list of documents on the search criteria.

4. Open the document by double clicking it and see the List of projects by opening the attached file in it.

5. Click on Send to send the list of Approved projects to the person concerned

6. Enter details in the space provided.

7. Enter the name/User ID of the person to whom message is to be sent.

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8. Enter the name/User ID of a person to whom message is to be sent.

9. Click on .

3. Create Operative Project Definition & WBS

Project Definition: Project Definition is a binding framework in SAP for all Organizational Elements created within a Project (e.g. WBS and SAP Networks). Data like Company Code, Plant and Person Responsible can be defaulted in a WBS Element if it is initially entered in the Project Definition.

WBS: Work breakdown structure (WBS) is a model of the Project that organizes Project tasks into a hierarchy. It forms the operative basis for planning Costs, Revenues, and Payments, as well as for Scheduling, and Budgeting.

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Following steps shall be followed to create a Project:

Create Project CJ01

Menu path Logistics Project system Project Special Maintenance function Work Break Down Structure(WBS)Create

Transaction CJ01

1. Click on open number (Refer Fig. below)

2. Enter the appropriate coding mask (For example TP/11/00001) for Project

Definition in the Start value. Definition-Open Number-This is the free

number available in the System.

3. Press Find to use the proposed Project Definition by the system.

4. Click on copy or Press Enter.

(Note: Please use Project Coding Mask TP/11/00001 for

Financial Year 2011-12)

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5. Select Project profile: BSNL_TP Transmission Projects (Fig. below)

(Project profile: This contains default values and control parameters for

processing objects and functions in the Project System)

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Click on Open Number

Select the Project Profile


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6. If you want to copy an existing Project, enter the Project Definition /

Standard Project Definition (Project to be copied) in the Template section

(Refer Fig. below)

7. Press Enter or Click on

8. Enter description/Short text for Project

9. Click on the Basic data tab (Organization section) and,

Enter Company Code; Business Area & Plant (Refer Fig.) For Example:

Field Description

Remarks

Person Responsible

Enter the Person Responsible

Start Date Enter the Start date of ProjectFinish Date Enter the Planned finish date of ProjectCompany Code Select the relevant Project circleBusiness area Select the Project AreaPlant Select the relevant Plant

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Description field is mandatory


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10. Click on Details –> Project Definition customer fields & enter the data

Open the below file to view the Project Definition Customer Fields;

11.Click on WBS Element Overview

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Note: Above Screen will appear when the new project is created by copying the existing project.

12. Deselect the line which is not required as per the project structure of

current project

13. Click on replace button,

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14. A pop up screen will appear, mention the last two digit of the project

which is to be copied in Search and last two digit of the new project

number.

15. Click on Include button.

16. Ensure that the PE (Planning Element) indicator is ticked for all the

WBS Elements (Except for the Level 1, Level 2 WBS Elements)

(Definition-Planning Element: An Element of a work breakdown structure for which costs can be planned)

If this indicator is un-ticked for a particular WBS Element, system will not allow cost planning for that WBS Element.

17. Ensure that the Acct (Account Assignment Element) indicator is ticked

for all the WBS Elements (Except for the Level 1, Level 2 WBS Elements)

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(Definition-Account Assignment Element: An Element of a work breakdown structure on which Actual Costs can be posted)

If this is un-ticked for a particular WBS Element, system will not allow Posting of actual cost on that WBS Element.

18. Select the respective WBS & click on at the bottom left corner.

Select the relevant Project Type & Person Responsible.

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Account Assignment Indicator

Planning Indicator

Project Type


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19. Now, Click on the Dates Tab. Enter the Basic start & Basic Finish Dates

for the WBS Element.

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20. Click on or press Enter.

21. Click on DetailsWBS Element Customer Fields

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22. Click on to the below file to view the WBS Element Customer Fields.

23. Save the Project .

Note: WBS Element Customer Fields are to be filled for each WBS mentioned in the Project.

Change Project CJ02

Menu path Logistics Project system Project Special Maintenance function Work Break Down Structure(WBS)Change

Transaction CJ02

For making any changes in the parameters once the Project is created the above menu path OR the Transaction is to be used.

Display Project CJ03

Menu path Logistics Project system Project Special Maintenance function Work Break Down Structure(WBS)Display

Transaction CJ03

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4. Send WBS Element for Detailing / Survey using Note Sheet

CJ02 / ZPS_NOTESHEET

1. Select the WBS element & Click on details –WBS Element Customer fields

2 Click on Create Note sheet button

3 Enter the WBS element and employee id of the person to whom the note sheet is to be sent.

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In the Comment box add/see the comments and press

If you want to see the details of the WBS element in edit mode press .

If you want to see the details of the WBS element in display mode press

If you want to see the document attached to the WBS Element press

If you want to print the Note sheet press

To see the Planned / Actual cost of the WBS element press

To approve the Project Estimate (PE) press .

This button should be used by the Competent authority, at the Root WBS Element, to approve the PE of all WBS Elements in a single shot.

Note: Project Estimate shall be approved by the competent authority.

Alternatively you can use the T-Code “ZPS_NOTESHEET” to open the note sheet.

5. Read Note Sheet received in the SAP Inbox

Read Note Sheet SBWP

Menu path Office Workplace

Transaction SBWP

1. Click on Inbox icon

2. Click on the

Note: The note sheet screen will appear. Add the details and forward it to next level, as explained in the Step 4.

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6. Create & Assign Survey Report to the Project

Create Document CV01N

Menu path Logistics Project system Documents Document Management System Document Create

Transaction CV01N

1. On the entry screen, enter the Document Type ZPD2. Enter the Document version3. Press Enter

4. Enter the Description of the document.

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5. Click on Open Original button & browse the File to be attached.

6. File will be attached as shown below

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7. To assign the document to a WBS Element, click on the Object Links tab and then go to the WBS Element Tab. Enter the WBS Element No. and press enter.

8. Save the document .The Document number will be generated. Note down the number.

7. Create & assign Project related drawings to the Project

Create Document SBWP


Transaction CV01N

1. On the entry screen, enter the Document Type e.g. ZCD /ZED (Civil / Electrical Drawings).

2. Enter the Document version.3. Press Enter.

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4. Enter the Description of the document.

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5. Click on Open Original button & browse the File to be attached.

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6. File will be attached as shown below.

7. To assign the document to a WBS Element, click on the Object Links tab and then go to the WBS Element Tab. Enter the WBS Element No. and press enter.

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8. Save the document. An internal no. will be generated. Note down the Document No.

8. Approve / Release Project Related Drawings



Transaction CV02N

1. On the initial screen, enter the Document Number.2. Enter the Document Type e.g. ZCD / ZED 3. Press Enter.

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4. Change the Document Status to ‘Preliminary Approval’.

5. Repeat the procedure described above and change the Document Status to ‘Final Approval’.

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6. Save the Document .Note: Step 7 & 8 will be applicable only when some drawing works (e.g. civil

drawings, electrical wiring diagrams etc) is to be carried out in the Project.

9. Update the WBS Status to Survey Done.

Change WBS CJ02

Menu path Logistics Project system Project Special Maintenance function WBS Change

Transaction CJ02

1. Enter the WBS Element No. Press Enter.

2. Select the WBS Element.

3. Click on details

4. Click on

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5. Check the Status Profile. Select the relevant status.

6. Click on Back & check the new status

7. Similarly change the status of other WBS Elements.

8. Click on Save

10. Send WBS for Survey Approval to competent Authority

Change WBS CJ02


Transaction CJ02

1. Select the WBS element & click on details -WBS Customer fields

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2. Click on Note sheet button

3. Enter the WBS element and Employee id of the person to whom the note sheet is to be sent.

4. Take the input help for Send Mail to.

5. Go to the Organizational assignment tab.

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6. Choose the relevant Personnel Area from the input help. Alternatively use the search option (with the help of Binoculars)— Enter WTP

Click on

Click on

System gives “7600” as the Personnel Area.

7. Choose the relevant Personnel Sub area from the input help, Select “7600” in the restrictions to get the Personnel Sub Area relevant to WTP Only and find Nagpur from the list.

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Press Enter

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8. Select the Name of Employee/Personal No. and Click on .


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If you want to see the details of the WBS element in edit mode press.




To see the cost in WBS element press


This button should be used by the competent authority, at the Root WBS Element, to approve the PE of all WBS Elements in a single shot.

Note: Project Estimate shall be approved by the competent Authority

Alternatively use the T-Code “ZPS_NOTESHEET” to open the note sheet.

11. Release Survey Report for the Project



Transaction CV02N

1. On the entry screen, enter the Document Number.2. Enter the Document Type ZPD (Project Documents).3. Press Enter.

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4. Change the Document Status to ‘Released’ and save the document.

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12. Update the WBS Status to Survey Approved (SRVA)

Change WBS CJ02


Transaction CJ02



3. Click on details

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4. Click on


6. Click on Back & Check the new status


8. Click on Save

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13. Create Project cum Detailed Estimate

A Network represents the flow of Activities or Tasks in a Project. Network Header can be used to default certain values for all the Activities in that Network.

Create Network CN21

Menu path Logistics Project system Project Special Maintenance function NetworkCreate

Transaction CN21

1. Select the Network Profile: BSNL_TP Transmission Project Network Profile

2. Enter Following data

Field Description RemarksNetwork Type Select ZPS2Plant Select the relevant PlantMRP Controller Select the Relevant MRP Controller

3. Enter the Std. Network (If required) from which data is to be copied.

4. Enter description for the Network

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Network Profile


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5. Go to the Assignments tab and Enter Project Definition and WBS Element (Operative Project).

6. Click on Save

7. Note down the Network number created.

Change Network CN22

Menu path Logistics Project system Project Special Maintenance function NetworkChange

Transaction CN22

For making any changes in the Network once it is created the above menu path or the Transaction Code CN22 is to be used.

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Display Network CN23

Menu path Logistics Project system Project Special Maintenance function Network Display

Transaction CN23

To view the Network created the above menu path or the Transaction Code CN23 is to be used.

14. Assign Internal Activity

Change Network CN22


Transaction CN22

1. Enter the Network number created and press Enter (Refer Fig. below)

2. Go to the Activity Overview .

3. On the Int. processing tab, enter the relevant description

4. Click on

5. Click on Save

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15. Assign Material to an Internal Activity

Change Network CN22


Transaction CN22

1. Enter the Network number created and press Enter (Refer Fig. below).

2. Click on Activity Overview .

3. Select the internal Activity

4. Go to Component Overview

5. Search the relevant Material code through the Search option (F4)

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6. Click on Start Search

7. Select the relevant material from the list.

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8. Enter following data.

Material Line wise enter the Material code required for the Activity

Requirement Qty

Enter quantity to be procured.

Item Category Enter “L” for stock item.Procurement type

A submenu opens, where we have to select the required button.

9. Press Enter (A Pop Up will appear to select the Procurement Type)

10. Choose the relevant Procurement type

11. Press Enter

12. Click on Save

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Note:- Procurement Types

Although a no. of options are proposed by the system, but the user has to select the following as per the current WTP scenario.

Reservation for WBS Element: To be used if a reservation is to be created for the WBS Element items kept in stock.

To know about the other options, user can select the option, press F1 and read the SAP help content.

Continue attaching the remaining required Items.

See the details by pressing the detail button and enter the Purchase Group / Purchase Org / Price and currency. The G/L account flows from the settings and should not be changed.

16. Assign & Explode Bill of Materials

Change Network CN22


Transaction CN22


2. Click on Activity Overview

3. Select the Activity & Click on Component Overview at the bottom of

the screen

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4. Enter following data.

Material Line wise enter the Material code required for the Activity

Requirement Qty

Enter quantity to be procured.

Item Category

Enter “L” for stock item.

Procurement type

A submenu opens, where we have to select the required button.

5. Search the relevant Material code by Search option (F4)

6. Click on Continue

7. Double click on the Material.

8. Select the relevant Item Category.

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9. Select the relevant Procurement type

10. Click on Component - Explode BOM

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11. Click on Continue. Select the Materials & click on Copy.

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12.Click on Save

17. Assign Service Activity

Change Network CN22


Transaction CN22


2. Go to Activity Overview and click.

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3. Press Enter.

Enter the Services and go to back

4. Select the Activity & Click on Details

5. Enter the Purchasing data i.e. Purchasing Organization, Purchasing

Group, Material Group, Requisitioner.

6. Click on Back

7. Click on Continue , Save

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18. Assign General Cost Activity

Change Network CN22


Transaction CN22


2. Go to Activity Overview .

3. On the Prim. Costs tab, enter the relevant description and assign it to the

relevant WBS Element. (Refer Fig. below)

4. Select the Activity & Click on

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5. Enter the cost and cost element.

Note: Cost Element field is mandatory.

6. Click on Save

19. Define Relationship between Activities

Change Network CN22


Transaction CN22

1. Enter Network No.

2. Click on Activity Overview.

3. Select the Activity.

4. Click on to create relationship between activities:-

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5. Activities can be linked together by assigning FS/SF/FF/SS relation by

clicking on the connect tab

6. Click on & Back & Click on Save (Ctrl+S)

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20. Attach Milestone to an Activity

Change Network CN22


Transaction CN22


2. Go to Activity Overview

3. Select the Activity.

4. Click on Milestone Overview.

5. Milestone can be attcahed by following methods :

a) Use Standard Milestone – Click on Standard Milestone

at the Bottom of screen & Search for suitable Milestone.

b) Use Milestone Group – Click on Milestone Group

at the bottom of screen .Search & select the suitable Miestone Group.

Double click on the relevant Milestone Group. All the Milestones

assigned to the group will be displayed on the screen .

c) Define milestone – Enter the Milestone Usage & Description.

6. Select the Row of a Milestone & Click on Details

7. Enter the Planned finish date & Percentage of completion.

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8. Click on continue and Save

21. Attach Milestone to a WBS Element

Change WBS CJ02

Menu path Logistics Project system Project Special Maintenance function WBSChange

Transaction CJ02

1. Enter the WBS Element and press Enter (Refer Fig. below)

2. Go to WBS Overview

3. Select the WBS.


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5. Milestone can be attcahed through the following methods :

a) Use Standard Milestone – Click on Standard Milestone

at the Bottom of the screen & Search for the relevant Milestone.

b) Use Milestone Group – Click on Milestone Group

at the bottom of the screen . Search & select the relevant Miestone Group.

Press Enter & double click on the Milestone.

c) Define milestone – Enter the Milestone Usage & Description.

6. Select the Row of a Milestone & Click on details

7. Enter the Plan Date of finish in ‘Fix`Date’ & Percentage of completion.

8. Click on continue. Save

22. Project Scheduling

Project Scheduling CJ29

Menu path Logistics Project system Dates SchedulingTransaction CJ29

1. Enter the Project number

2. Click on the Sched. Basic dates button

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3. On Next Screen Select:- Network & Maintenance/service Order

4. Click on Execute . “Scheduling Carried out”

5. Click on to Check Scheduled Dates for the WBS Element.

6. Select the TOP WBS Element.

7. Click on to view Gantt chart.

8. Click on Save (Ctrl+S)

23. Update the WBS Status to PE cum DE Created

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Change WBS CJ02


Transaction CJ02



3. Click on




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7. Click on Save

24. Send WBS for PE Cum DE Approval to competent Authority using Note Sheet

Note sheetZPS_NOTESHEET

1. Select the WBS element – Details - click on Customer fields:

2 Click on Create Note sheet button

3 Enter the WBS element and Employee ID of the person to whom the Note Sheet is to be sent.

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4 Enter the WBS element and Employee ID of the person to whom the Note

Sheet is to be sent.


If you want to see the details of the WBS element in edit mode press .




To see the cost in WBS element press


This button should be used by the competent authority, at the Root WBS Element, to approve the PE of all WBS Elements in a single shot.

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Note: Project Estimate shall be approved by the competent Authority

Alternatively use the T-Code “ZPS_NOTESHEET” to open the note sheet.

25. Read Note Sheet received in the SAP Inbox

Note sheet SBWP

Menu path Office Workplace

Transaction SBWP

1. Click on Inbox icon

2. Click on .

3. The note sheet screen will appear. Add the details and forward it to next level, as explained in the Step-6.

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26. Review Project Estimate

After receiving the mail, the Project estimate can be reviewed by using this report. This report will give the details of Plan/Actual/Commitment for a Project.

Structure Overview CN41

Menu path Logistics Project System Information System Structures Structure Overview

Transaction Code

CN41

1. Enter PS Info prof. 000000000001

2. Enter Project number

3. Click on Execute.

4. Check the Plan, Actual & Commitment column.

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5. Click on Back.

27. Update the WBS Status to PE cum DE Concurred (PEFI)

Change WBS CJ02


Transaction CJ02



3. Click on details

4. Click on


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8. Click on Save

28. Update the WBS Status to PE cum DE Approved

Change WBS CJ02


Transaction CJ02



3. Click on details

4. Click on

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7. Click on Save .

29. View Approved PE/DE/RE PDF Documents

View approved PE/DE/RE DocumentsZPEDE / CJ02

Menu path N/ATransaction ZPEDE / CJ02

1. Enter the WBS element number

2. Click on Execute

3. Click on the Document number

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Note: Document is appeared and the same can be downloaded in the local systemAlternatively, Approved PE/DE/RE can be viewed through CJ02 also,

1. Select the Relevant WBS Element

2. Go to WBS Element Tab - Document Overview Tab

3. Select the Relevant Document

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4. Click on

30. Link WBS Element to an Investment Program Position

Please Refer Budget Allocation User Manual

31. Budget Distribution to the Project

Please Refer Budget Allocation User Manual

32. Plan for Project Wise Activities (SKF – Statistical Key Figure)

Plan SKF CJS2

Menu path Logistics Project System Financials PlanningStatistical Key FiguresChange

Transaction CJS2

1. Enter Version, From & To Period, Fiscal Year, Relevant WBS Element, &, Stat. Key Figure

2. Click on the ‘Overview screen’ (F5)

On the overview screen,

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enter:

Current Plan Value

3. Select the Row

4. Click on Period Screen

5. Enter the Month wise Plan Values


33. Update the System status of a WBS Element to Released

Project Release CJ02

Menu path Logistics Project System Project Special Maintenance FunctionsWork Break Down Structure (WBS)Change

Transaction CJ02


2. Select the WBS Element

3. Go to Menu to Menu Bar Edit Option Status Release (Refer Fig.

below)

4. This will change the System Status from Created to Released.

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Following error message might appear while changing the status to Release.

In that case, co-ordinate with Finance to run the transaction IM52 (Budget Distribution) /CJBV (Activate Availability Control).

5. Check the status

6. Similarly change the status of all other WBS Elements & the the Project

Definition.

7. Click on Save.

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34. Update the System status of a Network to Released

Change Network CN22

Menu path Logistics Project System Project Special Maintenance FunctionsNetworkChange

Transaction CN22

1. Enter the Network No.

2. Go to Menu Bar Edit Option Status Release (Refer Fig. below)

3. This will change the Network Status from Created to Released

4. Check the status

5. Click on Save

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35. Post Actual SKF during the Project Execution phase

SKF Posting KB31N

Menu path Logistics Materials Management Foreign Trade/Customs General Foreign Trade ProcessingEnvironment Sales ExportSalesProduct Cost by Sales OrderActual PostingsSKF

Transaction KB31N

1. Select Screen variant and Input type

2. Enter the Relevant WBS Element

3. Select the Relevant SKF

4. Enter Quantity

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5. Click on Save

36. Update the WBS Status to Revised Estimate Created

Change WBS CJ02


Transaction CJ02



3. Click on details

4. Click on

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6. Click on Back & Check the new status.


8. Click on Save.

Note: All FI Postings or any other type of cost booking will not be possible

until revised estimate statuses are active for a WBS Element.

37. Update the WBS Status to Revised Estimate FI Concurred

Change WBS CJ02


Transaction CJ02



3. Click on details

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4. Click on




8. Click on Save

38. Update the WBS Status to Revised Estimate Approved

Change WBS CJ02


Transaction CJ02



3. Click on details

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4. Click on




8. Click on Save

39. Activity Confirmation

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Change Network CN22


Transaction CN22

1. Go to the Activity Overview on the Header Details screen of the Network :-

2. Go to the tab for Int. Processing as shown below and select the internal activity

3. Click on the Confirmation icon on the lower part of the screen

4. On the Next screen carry out the following steps for Partial Confirmation of the Activity:-

5. Enter the Start and Finish Date in the respective fields as shown below:-

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6. Select the Reason by selecting the Reason ID

7. Press Enter.8. Click on the “Back” button.9. Save the Network.10. Ignore the Warnings.11. Click on Final Confirmation and Completed Indicators for Full and Final

Confirmation by repeating the above steps for the same activity

12. Click on Back icon


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40. Milestone Confirmation assigned to a WBS Element

Change WBS CJ02


Transaction CJ02

1. Enter the WBS Element No. and press Enter (Refer Fig. below)

2. Go to WBS Element Overview.




6. Enter the Actual Date.

7. Click on Back.

8. Click on Save (Ctrl+S) .

41. Milestone Confirmation assigned to an Activity

Change Network CN22


Transaction CN22

1. Enter the Network no. and press Enter (Refer Fig. below)

2. Go to Activity Overview.

3. Select the relevant Activity.

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4. Click on Milestone Overview at the bottom of the screen .


6. Enter the Actual Date.

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7. Click on Back.

8. Click on Save (Ctrl+S) .

42. Update the WBS Status to Offered For AT

Change WBS CJ02


Transaction CJ02



3. Click on details

4. Click on

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8. Click on Save .

Note: - At this status user can attach any relevant documents on the WBS element to carry out AT (for reference.)

43. Update the WBS Status to List of Pending Points / Shortcoming from AT (If Any)

Change WBS CJ02


Transaction CJ02



3. Click on details

4. Click on

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8. Click on Save .

44. Update the WBS Status to clearance of Pending Points (If Any)

Change WBS CJ02


Transaction CJ02



3. Click on details

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4. Click on




8. Click on Save .

45. Update the WBS Status to Relaxation for Pending Points Not Cleared (If Any)

Change WBS CJ02


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Transaction CJ02



3. Click on details

4. Click on




8. Click on Save .

46. Update the WBS Status to Provisionally Fit for Commissioning

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Change WBS CJ02


Transaction CJ02



3. Click on details

4. Click on




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8. Click on Save .

47. Update the WBS Status to Declared Fit for Commissioning

Change WBS CJ02


Transaction CJ02



3. Click on details

4. Click on



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8. Click on Save .

48. Update the Status of a WBS Element to TECO (Technically Complete)

Change WBS CJ02


Transaction CJ02



3. Go to the Menu Edit Status Technically Complete (Refer Fig. below)

4. This will change the System Status of the WBS Element to Technically

Complete.

5. Check the status

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6. Click on Save

49. Update the Status of a Network to TECO (Technically Complete)

Change Network CN22


Transaction CN22

1. Enter the Network No.

2. Go to Edit Status Close Technically (Refer Fig. below)

3. This will change the Network Status to Technically Complete.

4. Check the status

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5. Click on Save .

Note: At TECO status the user will not be allowed to expand the project structure. Planning in Projects as such is not allowed at this status, Actual cost can however be posted to the WBS element.

50. Update the WBS Status to Commissioning Done

Change WBS CJ02


Transaction CJ02



3. Click on details

4. Click on


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8. Click on Save

51. Enter details after Update of Status Commissioning Done

Change WBS CJ02


Transaction CJ02



3. Click on details and then go to tab

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4. Select field key Transmission Project –Equipment from the drop down

5. Press Enter

6. Enter the Equipment PO Number

7. Enter the PO Date & Commissioning Date

8. Press Enter or

9. Click on Save

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52. Settlement of Network to WBS element

Change WBS CJ88

Menu path Logistics Project system Financials Period- End Closing Single FunctionsSettlement

Transaction CJ88

1. Enter the Controlling Area

Maintain “1000” as controlling area.

2. Enter the Network Number

3. Select the hierarchy and with orders check box

4. Enter the following details

Settlement Period Fiscal Year Processing Type

Note: If not specified Posting period remains same as Settlement period.

5. On the Processing Option section select the Test run & Detail List Check box

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6. Click on Execute .

Note: The Above step is carried out for test run the settlement process so that any error can be checked. For Actual Settlement please Uncheck/Deselect the Test

Run check box and then execute the settlement.

53. Update the WBS Status to Offered for Taking Over

Change WBS CJ02


Transaction CJ02



3. Click on details

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4. Click on




8. Click on Save .

54. Update the WBS Status to Taken Over

Change WBS CJ02


Transaction CJ02


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3. Click on details

4. Click on




8. Click on Save

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55. Update the System Status of a WBS Element to Closed

Change WBS CJ02


Transaction CJ02



3. Go to Menu to Menu Bar Edit Option Status CLSD (Refer Fig.

below)

4. This will change the System Status from Technically Complete to Closed.

5. Check the status

6. Click on Save .

Note: Once Closed Status is set ,no actual cost can be posted to the WBS

element.

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56. Transactions for Project Monitoring:-

1.Monitor Project Structure (CN41)

Enter Database Profile Value after executing the Transaction Code

Enter the Following Information:-

Project Definition, WBS element or Network No. in Single or Multiple Selection

Press Execute

Note the Output

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To Change the layout click on the icon on the top and select the desired fields.

Remarks:- In the output of this report user can access information as per a no. of categories viz.

2.Monitor Project Cost (CJI3)

Enter Controlling Area :- 1000

Enter Database Profile:- 000000000001



Press Execute

Note the Output

3.Monitor Project Milestones (CN53)

Enter Controlling Area :- 1000

Enter Database Profile:- 000000000001



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Press Execute

Note the Output

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user training manual_ps_tp_end user v1.2 final1

Documents

project structures

project list

project system module

entire project lifecycle

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assign survey report

process design