
SAP® Project System Handbook
by Dowling, KieronBuy New
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Summary
Author Biography
Kieron N. Dowling is a highly successful and experienced implementer of SAP's PS and IM (Investment Management) modules. He has more than 12 years of SAP experience.
Table of Contents
Acknowledgments | p. xi |
Introduction | p. 1 |
Project System: An Overview of PS | p. 1 |
From Start to Finish | p. 2 |
Organization | p. 2 |
Integration | p. 4 |
Summary | p. 5 |
Scenarios | p. 7 |
A Typical Scenario | p. 7 |
A Typical Working Scenario | p. 7 |
Elements in the Scenario | p. 8 |
Summary | p. 23 |
Methods and Styles | p. 25 |
Ways of Using PS | p. 25 |
Asset Projects | p. 25 |
Customer Projects | p. 30 |
Service Project | p. 33 |
Working with Materials | p. 33 |
Working with CRM | p. 35 |
Summary | p. 36 |
Features of Project System | p. 37 |
Structural Elements | p. 38 |
Coding Masks: How Project Numbers Are Coded | p. 39 |
Project Profiles: How a Project Should Behave-What It's Allowed to Do | p. 39 |
Project Definition: What a Project's Defaults Are | p. 40 |
WBS (Work Breakdown Structure) Elements: The Hierarchical Structure | p. 40 |
Templates: How a Project Should Look | p. 41 |
Milestones: Things a Project Must Remember to Do | p. 41 |
Networks (Part 1): How to Carry Out Tasks in a Specific Way, Order, and Time Period | p. 42 |
Networks (Part 2): What Materials and Resources Are Needed to Carry Out a Task | p. 42 |
Networks (Part 3): Internal Activities-Planning Internal Resources | p. 43 |
Networks (Part 4): External Activities-Planning External Resources | p. 43 |
Networks (Part 5): General Cost Activities-Planning Unspecified Costs | p. 44 |
Networks (Part 6): Material Components-Planning Materials | p. 44 |
Internal Orders: Objects that Can Be Assigned to a Project Structure | p. 44 |
Attachments and PS Text: Attachments to the Project Structure | p. 45 |
Cost and Resource Planning | p. 45 |
Structure Cost Planning via WBS: Direct Entry of Costs Against a WBS Structure, Without Regard to Cost Elements | p. 46 |
Detailed Cost Planning via WBS: Planning Costs Against a WBS at Cost Element Level | p. 46 |
Detailed Cost Planning via Network: Planning Costs Against a Network Activity Using Cost Elements, Materials, Services, or Activity Types | p. 46 |
Easy Cost Planning via WBS: Planning Costs Against a WBS via Unit Costing, but with the Use of Cost Models to Make Data Entry Simpler | p. 47 |
Plan Versions: Distinct Repositories for Keeping Your Planned Costs Separate | p. 47 |
Statistical Key Figures: Objects Used for Storing and Planning Invisible Costs or Consumption | p. 48 |
Overheads (CO): Additional Costs Calculated via Costing Sheets | p. 48 |
Value Categories: Giving Meaning to Values | p. 48 |
Budgeting | p. 49 |
Budgeting in Projects: When the Budget Is Controlled from Within a Project | p. 49 |
Budgeting in Investment Programs: When the Budget for All Projects Is Controlled by a Capital Investment Program | p. 50 |
Availability Control: When You Need to Control Expenditure | p. 50 |
Time and Capacity Planning | p. 51 |
Dates in WBS: Managing Basic and Forecast Dates | p. 51 |
Scheduling in Networks (Part 1): Managing Start/Finish Rules and Executing Scheduling | p. 51 |
Scheduling in Networks (Part 2): Managing Start/Finish Rules and Executing Scheduling | p. 52 |
Work Centers and Activity Types: Planning Capacities and the Cost of Utilizing the Resource | p. 52 |
Workforce Planning: Planning Who Does What, and When | p. 53 |
Revenue Planning | p. 53 |
Structure Revenue Planning: Direct Entry of Revenue Against a WBS Structure, Without Regard to Revenue Elements | p. 54 |
Detailed Revenue Planning: Planning Revenue Against a WBS by Revenue Element | p. 54 |
Sales Orders (SD): Revenue Planning via Sales Order (or Quotation) | p. 54 |
Execution | p. 55 |
Status Management: Setting Project Restrictions (Business Processes) by Status | p. 55 |
Actuals: Posting Actual Costs, Revenues, and Dates to a Project | p. 56 |
Simulations: Simulating What You Want to Do Before You Really Do It, Without Committing | p. 56 |
Project Versions: Snapshots of a Project for Comparison Purposes | p. 57 |
Period-End (and Regular Processes) | p. 57 |
Settlement: Transferring Actual Values to the "Owner" | p. 57 |
Period-End: Executing Regular, Cyclical Processes | p. 58 |
Progress (Part 1): Updating and Reviewing a Project's Progress | p. 58 |
Progress (Part 2): Updating and Reviewing a Project's Progress | p. 59 |
Archiving: Taking Your Projects out of the Live System | p. 59 |
Billing: Sending the Customer an Invoice | p. 60 |
Summary | p. 60 |
Configuration | p. 61 |
The IMG and Customization | p. 61 |
Structures | p. 65 |
Coding the WBS | p. 66 |
Status Management | p. 69 |
Project Profile | p. 79 |
Networks | p. 92 |
Milestones | p. 115 |
Field Selections | p. 120 |
Validation/Substitution | p. 124 |
Documents | p. 127 |
PS Text | p. 128 |
Costs | p. 129 |
Planned Costs | p. 130 |
Dates | p. 165 |
WBS Scheduling | p. 166 |
Network Scheduling | p. 169 |
Material | p. 175 |
Procurement | p. 176 |
Summary | p. 184 |
Tools | p. 185 |
The Project Builder | p. 185 |
Project Builder Structure | p. 185 |
Project Builder Icons | p. 186 |
Project Builder Menus | p. 188 |
Inside the Project Builder | p. 195 |
The Planning Board | p. 210 |
Planning Board Icons | p. 211 |
ProMan (Project-Oriented Procurement) | p. 213 |
Exceptions | p. 214 |
Using ProMan | p. 214 |
Standard Reporting | p. 216 |
Summary | p. 223 |
Technical Information | p. 225 |
Transaction Codes | p. 225 |
CJ and CN Sorted by Code | p. 226 |
CJ and CN Sorted by Description | p. 235 |
Tables | p. 244 |
General Tables | p. 244 |
Table Fields | p. 246 |
Logical Databases | p. 253 |
The Complete IMG | p. 256 |
Summary | p. 271 |
Tips and Tricks | p. 273 |
Design Tips | p. 273 |
Projects with Sales Documents | p. 273 |
Classes and Characteristics | p. 275 |
Object Dependencies | p. 276 |
Validations and Substitutions | p. 277 |
Project Progress | p. 278 |
Progress Analysis | p. 278 |
Other Useful Information | p. 285 |
Known Limitations | p. 286 |
Summary | p. 286 |
Index | p. 287 |
Table of Contents provided by Ingram. All Rights Reserved. |
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