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Project Management with SAP Project System (3rd Edition)

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Product Details

ISBN:
978-1-59229-432-9
Author:
Mario Franz
Type:
Hardcover, 559 pages
Year:
2013

Product Description and Table of Contents

  • Understand how SAP Project System supports the entire lifecycle of your project, from planning to invoicing
  • Learn how to customize, maximize, and use the full potential of SAP Project System
  • Align your business processes with the different phases of SAP Project System
  • 3rd edition, with new features from SAP ERP 6.0, EHP5 and 6

Don’t let projects stress you out any longer—get them under control with this book! From development, to planning, to controlling, and to invoicing, no essential project step or function is left out. You'll get started with a thorough introduction to the functions and customization of SAP Project System. After mastering the basics, you'll learn how to map specific business processes and execution, carry out the different phases of project management, and much more.

All Phases of the Project Cycle
Whether you’re interested in project planning, budgeting, implementation, invoicing, or reporting, find comprehensive coverage of all project phases.

Overview of Structures
Learn how to efficiently use work breakdown structures, networks, milestones, and statuses.

Editing and Maintenance Functions
Find out how to handle tools such as Project Builder and Project Planning Board, use the field selection and mass change functions, and more.

Integration Scenarios
Explore how to use SAP Project System in combination with other project management tools, including Open PS for Microsoft Project and SAP Portfolio and Project Management.

Updated for EHP5 and 6
Discover new functions from the two latest Enhancement Packages, as well as SAP Enterprise Project Connection (also relevant for users with older releases [as of 4.6C]).

Highlights

  • Work breakdown structure and network
  • Milestones, documents, statuses, and versions
  • Tools for master data maintenance
  • Scheduling and planning
  • Budgeting functions
  • External services and internal activities
  • Revaluation, overhead rates, interest calculation
  • Results analysis, cost forecast, settlement
  • Project Information System: Structures and Financials
  • Open PS for Microsoft Project
  • SAP Portfolio and Project Management

The Author

Dr. Mario Franz is Solution Manager for SAP Project System at SAP AG. He has also worked as an SAP trainer, run courses, and trained SAP Project System consultants.

 

Table of Contents

  • ... Introduction ... 13
  • 1 ... Structures and Master Data ... 17
  • 1.1 ... Basic Principles ... 18
  • 1.1.1 ... Overview of Project Structures ... 18
  • 1.1.2 ... Access Control Lists ... 22
  • 1.2 ... Work Breakdown Structure ... 23
  • 1.2.1 ... Structure and Master Data ... 25
  • 1.2.2 ... Structure Customizing of the Work Breakdown Structure ... 36
  • 1.2.3 ... Standard Work Breakdown Structures ... 44
  • 1.3 ... Network ... 46
  • 1.3.1 ... Structure and Master Data ... 46
  • 1.3.2 ... Customizing the Structure of the Network ... 59
  • 1.3.3 ... Standard Networks ... 67
  • 1.4 ... Milestones ... 69
  • 1.4.1 ... Milestones Assigned to WBS Elements ... 69
  • 1.4.2 ... Milestones Assigned to Activities ... 71
  • 1.5 ... Documents ... 74
  • 1.5.1 ... PS Texts ... 74
  • 1.5.2 ... Integration with Document Management ... 75
  • 1.6 ... Status ... 76
  • 1.7 ... Editing Functions ... 81
  • 1.7.1 ... Project Builder ... 82
  • 1.7.2 ... Project Planning Board ... 87
  • 1.7.3 ... Special Maintenance Functions ... 92
  • 1.7.4 ... Project Editor ... 94
  • 1.7.5 ... Editing Customer Projects ... 100
  • 1.8 ... Tools for Optimized Master Data Maintenance ... 102
  • 1.8.1 ... Field Selection ... 102
  • 1.8.2 ... Flexible Detail Screens and Table Controls ... 103
  • 1.8.3 ... Mass Change ... 105
  • 1.8.4 ... Substitution ... 107
  • 1.8.5 ... Validation ... 109
  • 1.8.6 ... Variant Configurations with Projects ... 111
  • 1.8.7 ... Assembly Processing ... 114
  • 1.9 ... Versions ... 120
  • 1.9.1 ... Project Versions ... 121
  • 1.9.2 ... Simulation Versions ... 123
  • 1.10 ... Archiving Project Structures ... 126
  • 1.11 ... Summary ... 130
  • 2 ... Planning Functions ... 131
  • 2.1 ... Time Scheduling ... 132
  • 2.1.1 ... Scheduling with WBS Elements ... 134
  • 2.1.2 ... Scheduling with Networks ... 138
  • 2.1.3 ... Scheduling with the Project Editor ... 154
  • 2.2 ... Resource Planning ... 157
  • 2.2.1 ... Capacity Planning with Work Centers ... 158
  • 2.2.2 ... Workforce Planning ... 166
  • 2.2.3 ... Capacity Leveling ... 173
  • 2.2.4 ... External Processing ... 176
  • 2.2.5 ... Service ... 180
  • 2.3 ... Material Planning ... 183
  • 2.3.1 ... Assigning Material Components ... 183
  • 2.3.2 ... Project Stock ... 203
  • 2.3.3 ... Availability Check ... 208
  • 2.4 ... Planning Costs and Statistical Key Figures ... 212
  • 2.4.1 ... Hierarchical Cost Planning ... 216
  • 2.4.2 ... Unit Costing ... 219
  • 2.4.3 ... Detailed Planning ... 223
  • 2.4.4 ... Easy Cost Planning ... 227
  • 2.4.5 ... Project Planner and Cost Estimator ... 234
  • 2.4.6 ... Network Costing ... 237
  • 2.4.7 ... Planned Costs of Assigned Orders ... 245
  • 2.4.8 ... Planning Statistical Key Figures ... 247
  • 2.5 ... Revenue Planning ... 249
  • 2.5.1 ... Hierarchical Planning ... 250
  • 2.5.2 ... Detailed Planning ... 250
  • 2.5.3 ... Billing Plan ... 251
  • 2.5.4 ... Sales Pricing ... 254
  • 2.6 ... Summary ... 259
  • 3 ... Budget ... 261
  • 3.1 ... Budgeting Functions in SAP Project System ... 262
  • 3.1.1 ... Original Budget ... 263
  • 3.1.2 ... Budget Updates ... 267
  • 3.1.3 ... Budget Release ... 270
  • 3.1.4 ... Budget Carryforward ... 272
  • 3.1.5 ... Availability Control ... 273
  • 3.2 ... Integration with Investment Management ... 280
  • 3.3 ... Summary ... 288
  • 4 ... Project Execution Processes ... 289
  • 4.1 ... Actual Dates ... 290
  • 4.1.1 ... Actual Dates of WBS Elements ... 290
  • 4.1.2 ... Actual Dates of Activities ... 291
  • 4.1.3 ... Actual Dates of Milestones ... 294
  • 4.2 ... Account Assignment of Documents ... 294
  • 4.2.1 ... Commitments Management ... 295
  • 4.2.2 ... Manual Account Assignment ... 298
  • 4.2.3 ... Execution Services ... 299
  • 4.3 ... Confirmations ... 302
  • 4.3.1 ... Individual Confirmations ... 309
  • 4.3.2 ... Collective and Summary Confirmations ... 310
  • 4.3.3 ... Cross-Application Time Sheet ... 312
  • 4.3.4 ... Additional Confirmation Options ... 317
  • 4.4 ... External Procurement of Services ... 317
  • 4.4.1 ... External Processing ... 317
  • 4.4.2 ... Service ... 320
  • 4.5 ... Material Procurement and Delivery ... 322
  • 4.5.1 ... Material Procurement Processes ... 322
  • 4.5.2 ... Delivery from Project ... 330
  • 4.5.3 ... ProMan ... 332
  • 4.6 ... Billing ... 336
  • 4.6.1 ... Milestone Billing ... 337
  • 4.6.2 ... Resource-Related Billing ... 339
  • 4.7 ... Project Progress ... 343
  • 4.7.1 ... Milestone Trend Analysis ... 343
  • 4.7.2 ... Progress Analysis ... 345
  • 4.7.3 ... Progress Tracking ... 355
  • 4.8 ... Claim Management ... 359
  • 4.9 ... Summary ... 364
  • 5 ... Period-End Closing ... 365
  • 5.1 ... Processing Types ... 366
  • 5.2 ... Revaluation at Actual Prices ... 369
  • 5.2.1 ... Prerequisites for Revaluation at Actual Prices ... 370
  • 5.2.2 ... Executing the Revaluation at Actual Prices ... 371
  • 5.2.3 ... Dependencies of the Revaluation of Actual Prices ... 371
  • 5.3 ... Overhead Rates ... 372
  • 5.3.1 ... Prerequisites for the Allocation of Overhead Rates ... 372
  • 5.3.2 ... Executing the Application of Overhead ... 375
  • 5.4 ... Template Allocations ... 377
  • 5.4.1 ... Prerequisites for Template Allocation ... 377
  • 5.4.2 ... Executing Template Allocation ... 379
  • 5.5 ... Interest Calculation ... 380
  • 5.5.1 ... Prerequisites for Interest Calculation for Projects ... 381
  • 5.5.2 ... Executing the Interest Calculation for Projects ... 387
  • 5.6 ... Results Analysis ... 389
  • 5.6.1 ... Prerequisites for the Results Analysis ... 395
  • 5.6.2 ... Executing the Results Analysis ... 403
  • 5.7 ... Project-Related Incoming Orders ... 405
  • 5.7.1 ... Prerequisites for Project-Related Incoming Order Determination ... 408
  • 5.7.2 ... Executing the Project-Related Sales Order Determination ... 411
  • 5.8 ... Cost Forecast ... 412
  • 5.8.1 ... Prerequisites for and Restrictions of the Cost Forecast ... 415
  • 5.8.2 ... Executing and Evaluating the Cost Forecast ... 416
  • 5.8.3 ... Forecast Workbench ... 417
  • 5.9 ... Settlement ... 420
  • 5.9.1 ... Prerequisites for Project Settlements ... 421
  • 5.9.2 ... Executing Project Settlements ... 430
  • 5.9.3 ... Settlement of Investment Projects ... 432
  • 5.9.4 ... Project Settlement Dependencies ... 435
  • 5.10 ... Summary ... 436
  • 6 ... Reporting ... 437
  • 6.1 ... Project Information System: Structures ... 438
  • 6.1.1 ... Structure/Project Structure Overview ... 443
  • 6.1.2 ... Individual Overviews ... 448
  • 6.2 ... Project Information System: Financials ... 451
  • 6.2.1 ... Hierarchy Reports ... 452
  • 6.2.2 ... Cost Element Reports ... 460
  • 6.2.3 ... Line Item Reports ... 467
  • 6.2.4 ... PS Cash Management ... 470
  • 6.3 ... Logistical Reports ... 476
  • 6.3.1 ... Purchase Requisitions and Purchase Orders for the Project ... 477
  • 6.3.2 ... Material Reports ... 479
  • 6.3.3 ... Capacity Reports ... 479
  • 6.4 ... Project Summarization ... 487
  • 6.5 ... Summary ... 491
  • 7 ... Integration Scenarios with Other Project Management Tools ... 493
  • 7.1 ... Open PS for Microsoft Project ... 495
  • 7.2 ... SAP Enterprise Project Connection ... 499
  • 7.3 ... SAP Portfolio and Project Management (PPM) ... 501
  • 7.3.1 ... PPM Project Management ... 501
  • 7.3.2 ... PPM Portfolio Management ... 507
  • 7.4 ... Summary ... 515
  • ... Appendices ... 517
  • A ... BAPIs in SAP Project System ... 519
  • B ... Enterprise Services of SAP Project System ... 523
  • C ... Selected Project System Database Tables ... 527
  • D ... Transactions and Menu Paths ... 529
  • D.1 ... Structures and Master Data ... 529
  • D.2 ... Planning Functions ... 533
  • D.3 ... Budget ... 538
  • D.4 ... Project Execution Processes ... 540
  • D.5 ... Period-End Closing ... 543
  • D.6 ... Reporting ... 546
  • E ... The Author ... 551
  • ... Index ... 553


Product Reviews


  1. Excellent Book

    Posted by Satti Charvak on May 7th, 2013

    A very good book with almost everything covered as to what all can be done in SAP Project System module.

    Addition of Latest features available in Enhancement Packs (EHP)for ECC 6.0 is excellent idea.

  2. Must have for PS Consultant

    Posted by Vijay on Apr 15th, 2013

    It has all the details one should know about implementing PS. I'm finding it very useful in my learning.

  3. Has complete detailed information of major PS functionality

    Posted by Achal on Apr 1st, 2013

    On a project was required to integrate with PS , this book was a great help. Its written in a well structured, lucid manner and has emphasis on all integration points especially related to Milestone billing.

  4. PS Bible

    Posted by Slavik on Feb 12th, 2013

    This book truly is a bible that deals with everything from structures to integration scenarios. There is a huge quantity of information, so some times it's hard to deal with it. A MUST for all PS Consultants.

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