7/11/2021 SAP Project system Basic PS terminologies Haitham A'ayd HAITHAM M.A’YAD CONTENTS SAP Project System – A ready Reference ......................................................................................... 2 Some important terms: ...................................................................................................................... 3 SAP PROJECT SYSTEM – A READY REFERENCE SAP Project System PS is part of the EPPM SAP Enterprise Portfolio and Project Management EPPM consists: 1. SAP PPM Portfolio Management, Project Management (cProjects) 2. SAP CPM (Commercial Project Management) 3. SAP PS (Project System) So for now let us Know more abort PS functionalities: Being a beginner in SAP PS is a challenge. As a techie, when I started in PS Module, I found a lot of scattered information but there is no article or blog with consolidated information even on basic terminologies of SAP PS. This blog is my attempt to provide an insight of basic techno-functional aspects and terminologies of SAP PS to a novice. In my first blog, you will find the important terms of the PS module. I have tried to explain them with the help of an example The Project System (PS) module of SAP is specifically designed to provide comprehensive and fully integrated project management functionality for SAP customers. A Project is a complex undertaking, bringing with it huge data of different type. At the beginning of each project, whether it involves developing a new product, make-to-order engineering or internal organization, you need to define and set up the structures necessary to manage your project and incorporate them into your existing organizations and processes. Before you can run a project in its entirety, you must first describe the project goals precisely and create a structure for the project activities to be carried out. A clear project structure provides a basis for successful project planning, monitoring and control. ORGANIZATIONAL STRUCTURES IN PROJECT SYSTEM: ” You create and manage your project structure in SAP R/3 Project System, by means of work breakdown structures and networks. The WBS describes individual phases and functions of a project. Network contains the individual project tasks and the dependencies between them in the form of activities and relationships SOME IMPORTANT TERMS: PROJECT DEFINITION Project Definition is general description of the project that you want to manage. It is a framework laid down for all the objects created within a project. It contains organizational data that is binding for the entire project. WORK BREAKDOWN STRUCTURE (WBS) WBS is a hierarchical model of the tasks to be performed in the project. It provides overview of the project and forms basis for the project organization and coordination. It shows work, time and money spent on the project. You can use it to plan dates & costs and allocate budget. The Work Breakdown Structure can be displayed according to: Phase Function Object Individual tasks required to carry out the project is called WBS elements. NETWORK The network describes project processing. Thus, the Network contains instructions on how to carry out activities in a specific way, in a specific order and in a specific time period.Main elements of network are activities and relationships. It forms the basis for planning, analyzing and monitoring time schedules, costs, & resources. ACTIVITIES Activities are used to plan project staffing, capacity, material, PRTs, and service requirements. When activities are assigned to WBS elements, detailed view of costs, dates, and capacities at WBS element could be obtained. It is a task in a network, which has a defined start and finish. An activity can be broken down into activity elements. Three categories of activities in the Project System:· Internal Activities External Activities General Cost Activities ACTIVITY ELEMENT Activity element is an activity, which is subordinate to another activity. Activity elements contain the same information as activities. Three categories of activity elements in the Project System: Work elements External Elements General Cost Elements ACTIVITY TYPE It is a physical measure of activity output of a cost center .e.g. hours, number of units produced, machine times, production times. MILESTONES Milestones are the events in the project to which particular importance is attached or which trigger predefined functions. In general, they indicate transition between different departments or phases. Milestones are assigned to activities and WBS elements: In PS milestones are used to: Trigger predefined functions in network activities. Carry out earned value analysis. Determine dates in billing plan for sales orders. RELATIONSHIPS You use relationships to depict chronological and technical dependencies between activities. The relationship determines the nature of the link between the individual activities. : FS Relationship: An activity does not start until the preceding activity is completed. SS Relationship: An activity cannot start unless another activity has started. FF Relationship: An activity cannot be completed until another activity has been completed. SF Relationship: An activity cannot be completed until another succeeding activity has stared. CONFIRMATIONS It is a part of network control. It documents the state of processing for the network activities and activity elements. There are two types of confirmations Partial & Final. Confirmations are used to record: The work center where the activity was carried out. The person who carried out this activity. The yield and scrap produced in an activity. The actual values for the duration and dates. SETTLEMENT As a rule, projects are used to collect and monitor costs, but are not usually the final cost object. For this reason, the costs in atypical project will be settled at the end of the period. To this end, you store settlement rules in the activity / WBS element requiring settlement. They contain information on settlement receivers, cost apportionment and control data. Settlement receivers could be cost centers, G/L accounts. Etc. BUDGET The budget is the approved cost structure for an action or project in a particular period. Budgeting differs from cost plan in that it is binding. In the approval phase, you prescribe your project funds in the form of budget. It is possible to allocate overall and annual budget in parallel. WORK CENTERS Work center represents the resources responsible for executing an activity. In a work center, you can enter the available capacity and an operating time. You can arrange the work centers in a hierarchy for capacity evaluation purposes. Internal activities are assigned to work centers (resources) to be completed. A work center is a physical unit within a company where an activity is performed. PROFIT CENTER It is subdivision of business organization, which is set up for internal management control purposes. Profit centers divide business up on a management basis. The basic aim of profit center accounting is to present areas of the business as entities operating independently in the market. Lots of jargons ….let me site an instance of the construction project of a building. Let say there is a construction company that is going to construct a Multi-Stores building. The first thing that needs to be created in the system is Project Definition. The entire activity plan for this project will come under this project definition. Overall budget needs to be estimated, assigned and be approved for the project. Project timeline needs to be decided. Project could be then subdivided into separate parts, which are actually WBS elements let us say in this, e.g. we have four main WBS elements: 1. 2. 3. 4. Land Acquisition Procurement Construction General To every above WBS, budget and time line need to estimated. Now to take an example we will drill down two WBS elements namely Land Acquisition and Construction. – Land Acquisition could be sub divided into activities as in Generation of request document for the land. Soil testing Approval for construction Preparation of purchase order of the land Above four activities should be done in sequence. As in second activity will start only after request document for the land is completed and so on. Hence, these activities have FS Relationship between them. Now take WBS element Construction. It could be sub divided in to floor wise tasks. Let say, we have four story building and each floor has four flats. Therefore, under WBS element ‘Construction’ we may create separate sub WBS element for each floor. Each sub WBS element of floor may be divided further into last level of WBS elements one for each flat on the floor. This way we will have hierarchy of the WBS elements. Finally last level of WBS elements i.e. WBS elements of the flats will have activities like 1. 2. 3. 4. 5. Plumbing Electrical work Flooring Painting Furniture These activities form the Network. Let say Plumbing and Electricity work are the external activities as they are given to an outside contractor. While the other activities are done by company labor, so they are internal activities. Plumbing and Electrical work could be started simultaneously. While flooring needs be done once, the plumbing and Electrical work is complete. Hence, they have FS relationship and so on…. Now if we talk about milestones: 1. 2. 3. 4. First milestone could be purchasing the land Second could construct the base of the building. Third could be construct the floors Fourth could be completion of plumbing and electrical work for all the flats. And so on…. As I have said that Work center represents the resources responsible for executing an activity For the above activities, work centers could be the company labor required for the construction, labor provided by the external service center for plumbing and Electricity work. While Profit Centers could be the finally constructed flats. NO Project Elements Examples 1 Project Def Constructing the Building 2 WBS 3 Activities (Under 3rd WBS) 4 Relationship 5 Milestones 6 Network Generation of request document for the land Soil testing Approval for construction Preparation of purchase order of the land Plumbing( external Activities) Electricity work( external Activities) Flooring (internal activities) Painting (internal activities) Furniture Flooring needs be done after the plumbing and Electricity work. Hence they have FS relationship First milestone could be purchasing the land Second could construct the base of the building hired could be construct the floors Fourth could be completion of plumbing and electricity work for all the flats Plumbing and Electricity installation are to be one contractor each. Therefore, there exist a network within on the activities of it under different WBSs. Now let me go to some technicalities of the same. If somebody asks me to develop report in PS module what basic information, do I need? Mainly I need to find out three things: Master tables and their relationship with each other. Standard transactions in PS module and BAPIs used to deal with PS data. Let us start with the master table PS Master Tables and their relationship: Object Master Table Project Definition PROJ WBS element PRPS Network AFKO ,AUFK Activity AFVV , AFVC Activity Element AFVV , AFVC Activity Type CEPC Milestone MLST Budget BPGE , BPJA Following diagram depicts the linkage between various master tables in PS module. Frequently used PS Transactions Object Project Definition WSB Element Network Transaction Description CJ06 Create Project Definition CJ07 Change Project Definition CJ08 Display Project Definition CJ20N Project Builder CJ01 Create Work Breakdown Structure CJ02 Change Work Breakdown Structure CJ03 Display Work Breakdown Structure CJ11 Create WBS Element CJ12 Change WBS Element Cj13 Delete WBS Element CN21 Create Network CN22 Change Network CN23 Display Network CN24 Overall Network Scheduling CN24N Overall Network Scheduling CJ20N Project Builder Activity CJ20n Project Builder Milestone CN53N Overview: Milestones CJ20N Project Builder CN49 Overview: Relationships CN49N Overview: Relationships CNS49 Overview: Relationships CN25 Confirm Completions in Network CN27 Collective confirmation CN28 Display Network Confirmations Relationship Confirmations Settlement Budget CN29 Cancel Network Confirmation CN2X Confirm Completions in Network CJ02 Create Settlement Rule CJ88 Settle Projects and Networks CJ8A Act.-setlmt: Proj. retirmt. from IM CJ8G Actual Settlement: Projects/Networks CJ30 Change Project Original Budget CJ31 Display Project Original Budget CJ35 Budget Return from Project CJ36 Budget Supplement to Project CJ37 Budget Supplement in Project CJ38 Budget Return in Project CJ3A Change Budget Document CJ3B Display Budget Document BAPIs used in PS Transactions Project Definition: BAPI to extract details of Project Definition: BAPI Name BAPI Description BAPI_PROJECTDEF_EXISTENCECHECK To check whether a project definition exists BAPI_BUS2001_GETDATA To get detailed information about a project definition. To do this, you must transfer the external ID of the project definition in the parameter I_PROJECT_DEFINITION. If required, you can also specify in which language the languagedependent fields, such as time units, system status, and so on, are to be returned. If you do not specify a language, the system language is used BAPI_PROJECT_GETINFO To read detailed information about project definitions and the WBS elements of projects from the system. BAPI_PROJECTDEF_GETDETAIL To read detail information about the project definition BAPI_BUS2001_GET_STATUS To get both the active system statuses and the user statuses for a project definition BAPI_PROJECTDEF_GETLIST Provides a list of project definitions BAPI_GET_PROJECT_STATISTICS Display project statistics BAPI to create/update Project Definition data: BAPI Name BAPI Description BAPI_BUS2001_CREATE Create a project definition BAPI_PROJECTDEF_CREATE Create a project definition BAPI_BUS2001_CHANGE Change Project Definition BAPI_PROJECTDEF_UPDATE Change Project Definition BAPI_BUS2001_DELETE Delete Project Definition BAPI_BUS2001_SET_STATUS one system status and one user status can be revoked each time, and one system status and one user status can be set each time for a project definition WBS – Work Breakdown Structure: BAPI to extract details of WBS element: BAPI Name BAPI Description BAPI_BUS2054_GETDATA To get detailed information about WBS elements. BAPI_BUS2054_GET_GUID_FROM_KEY Read the GUID (Global Unique Identifier) using the external object key. BAPI_BUS2054_GET_STATUS To read the active system statuses and user statuses for a list of PSP elements BAPI_BUS2054_GET_KEY_FROM_GUID Read the externalobject key (WBS Key) using the GUID (Global Unique Identifier). BAPI create/update WBS element data: BAPI Name BAPI Description BAPI_BUS2054_CREATE_MULTI Create WBS Element BAPI_BUS2054_CHANGE_MULTI Change WBS Element BAPI_BUS2054_DELETE_MULTI Delete WBS Element Network: BAPI to extract details of Network: BAPI Name BAPI Description BAPI_NETWORK_EXISTENCECHECK Check whether network exists BAPI_NETWORK_GETDETAIL Read detailed information about a network including all objects from the system. BAPI_NETWORK_GETINFO Read detailed information about a network including all objects from the system BAPI_NETWORK_GETLIST Produces a list of networks with descriptions. Returns a container of network numbers BAPI_BUS2002_GETDATA Returns Detail Data for Network Header. BAPI_BUS2002_GET_GUID_FROM_KEY Read GUIDS Using the Network Keys BAPI_BUS2002_GET_KEY_FROM_GUID Read Network Key Using the GUIDs BAPI_BUS2002_GET_STATUS Get network Status BAPI create/update Network data: BAPI Name BAPI Description BAPI_NETWORK_MAINTAIN To edit network headers, activities and relationships BAPI_BUS2002_CREATE Create Network Header. Only one network can be created each time this BAPI is called. BAPI_BUS2002_CHANGE Change Network Header. Only one network header can be changed each time this BAPI is called. BAPI_BUS2002_DELETE Delete Network Header. Only one network can be processed each time the BAPI is called. BAPI_BUS2002_SET_STATUS Set/Reset Network Status. At the same time, you can revoke one system status and one user status, or set one system status and one user status in a list of activities for the network. Activity: BAPI to extract details of Activity: BAPI Name BAPI Description BAPI_BUS2002_ACT_GETDATA Detail Data for Activities BAPI_BUS2002_GET_ACTGUID_4_KEY Read the GUIDs Using the Network Activity Key. Read the GUID (Global Unique Identifier) using the external object key. BAPI_BUS2002_GET_ACTKEY_4_GUID Read the Network Activity Key Using the GUIDs. Read the external object key using the GUID (Global Unique Identifier). BAPI_BUS2002_GET_STATUS Read active system statuses and user statuses for a network header (NUMBER) as well as its activities BAPI create/update Activity data: BAPI Name BAPI Description BAPI_BUS2002_ACT_CHANGE_MULTI Change one or more activities. Activities of one network only can be changed each time this BAPI is called. BAPI_BUS2002_ACT_CREATE_MULTI Create one or more activities. Activities of one network only can be changed each time this BAPI is called. BAPI_BUS2002_ACT_DELETE_MULTI Delete one or more activities. Activities of one network only can be changed each time this BAPI is called. Activity Element: BAPI to extract details of Activity Element: BAPI Name BAPI Description BAPI_BUS2002_ACTELEM_GETDATA Get detailed information about activity elements. BAPI_BUS2002_GET_ELEGUID_4_KEY Read the GUIDs Using the Activity Element IDs BAPI create/update Activity Element data: BAPI Name BAPI Description BAPI_BUS2002_ACTELEM_CHANGE_M Change one or more activity elements. Each time this BAPI is called, only the activity elements for one network can be changed BAPI_BUS2002_ACTELEM_CREATE_M Create one or more activity elements. Each time this BAPI is called, only the activity elements for one network can be changed BAPI_BUS2002_ACTELEM_DELETE_M Delete one or more activity elements. Each time this BAPI is called, only the activity elements for one network can be changed Activity Type: BAPI to extract details of Activity Type: BAPI Name BAPI Description BAPI_ACTIVITYTYPE_GETDETAIL Detailed information on a selected activity type on Key Date. BAPI_ACTIVITYTYPE_GETLIST List of Activity Types Using Selection Criteria BAPI_ACTIVITYTYPE_GETPRICES Determines, for a given day, activity prices for cost center/activity type combinations. BAPI create/update Activity Type data: BAPI Name BAPI Description BAPI_ACTTYPE_CHANGEMULTIPLE Change One or More Activity Types BAPI_ACTTYPE_CREATEMULTIPLE Create One or More Activity Types Confirmation: BAPI to extract details of Confirmations BAPI Name BAPI Description BAPI_NETWORK_CONF_GETDETAIL Using this method you can make the detail data of a confirmation for a network available for the transferred object. You can also make goods movement posted together with the confirmation available. BAPI_NETWORK_CONF_GETLIST All confirmations are determined for the specified network activity or activity element. The transferred capacity category and split are interpreted as additional constraints BAPI_NETWORK_CONF_GETPROP To make default data available for confirming network activities BAPI create/update Confirmation data: BAPI Name BAPI Description BAPI_NETWORK_CONF_ADD To enter confirmations for network activities/ activity elements and splits. BAPI_NETWORK_CONF_CANCEL To cancel a network confirmation that has already been booked. (Reference: The book: Functions in Detail: R/3 System – Project Management in Engineering & Construction)