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Project Management with SAP Project System (2nd Edition)

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Product Code:
H3104
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Product Details

ISBN:
978-1-59229-294-3
Author(s):
Mario Franz
Type:
Hardcover, 527 pages
Year:
2009

Product Description and Table of Contents

This book provides consultants, project leads who use SAP PS, members of SAP PS implementation projects, and key users with highly detailed information on the functions and configuration options of SAP Project System. It features a comprehensive overview of the all essential customizing options, showing readers how best to manage the entire project lifecycle—from start to finish.

2nd edition updated for EhP3 and EhP4
Discover the new SAP Project System features in EhP3 and 4, including Project Editor, Forecast Workbench, combination status codes, access control, and more!

Manage the project lifecycle
Maximize your time with numerous tips and tricks designed to help you get the most out of managing your projects, from planning and budgeting to settlement.

Use SAP Project System with other tools
Understand how to utilize SAP Project System with other industry-standard PM tools, including Microsoft Project, cProjects, and xRPM.

Reporting
Master topics that are applicable to multiple and multi-phase projects, including reporting and integration scenarios.

Helpful additional resources
Find answers quickly in the appendices, which include menu paths of all transactions, BAPIs in SAP Project System, and selected Project System database tables.

Highlights

  • Structures and Master Data
  • Planning Functions
  • Budgeting
  • Project Execution Processes
  • Period-End Closing
  • Reporting
  • Integration Scenarios

About the Author(s)

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.

Table of Contents

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 
 


Product Reviews


Showing reviews 1-4 of 5 | Next

  1. Comprehensive Project System Book

    Posted by Eddy on Dec 21st, 2012

    This book gives me a complete overview of SAP Project System. This book is also well written in a language which we can easily understand. As for now, this is the best SAP Press book I have read. I did a background check of the author of this book after reading the book and it comes with no surprise the he has many years of experience in SAP Education for which he can produce such a high quality book.
    Though, some of the details are missing, it is not a problem for me because I can always try out in the system by myself.
    The tag lines is really helpful, not only it can be used to quickly find information that we want, it also help me to understand the written paragraph because the topic is already highlighted in the tag line.

  2. Great guide

    Posted by Manjunadh Lolla on Nov 27th, 2012

    I have been a developer in SAP PS for quite long time. This book has opened my world to Functional area of SAP. It was indeed instrumental to clear my certification exam.
    I particularly liked the Tag lines adjacent to many paragraphs reducing our effort while revisiting them. The writing style gives us easy flow in to the topics. And every sentence comprehensively delivers the information.
    A must-have book for PS consultants.

  3. Very Good but Need Improvements

    Posted by Anonymous on Oct 16th, 2012

    In overall, this book is very good. In a few areas, it lacks of details. For example, revenue planning can be improved if screenshots and steps for revenue planning from SD sales order/quotation to PS is added.

  4. Can be used in combination with SAP Academy training or standlone as SAP PS detailed Overview

    Posted by Amit on Sep 19th, 2012

    I really like this book as it give detailed overview of SAP PS in compact form, Author has given to the point explanation.

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