Inhaltsverzeichnis

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Alle Kapitel zuklappen
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
45
1.3 Network
46
1.3.1 Structure and Master Data
47
1.3.2 Customizing the Structure of the Network
60
1.3.3 Standard Networks
68
1.4 Milestones
70
1.4.1 Milestones Assigned to WBS Elements
70
1.4.2 Milestones Assigned to Activities
72
1.5 Documents
75
1.5.1 PS Texts
76
1.5.2 Integration with Document Management
76
1.6 Status
77
1.7 Editing Functions
82
1.7.1 Project Builder
83
1.7.2 Project Planning Board
88
1.7.3 Special Maintenance Functions
93
1.7.4 Project Editor
95
1.7.5 Editing Customer Projects
101
1.7.6 Mobile Applications—SAP Fiori
102
1.8 Tools for Optimized Master Data Maintenance
106
1.8.1 Field Selection
106
1.8.2 Flexible Detail Screens and Table Controls
107
1.8.3 Mass Change
109
1.8.4 Substitution
112
1.8.5 Validation
114
1.8.6 Variant Configurations with Projects
115
1.8.7 Assembly Processing
119
1.9 Versions
125
1.9.1 Project Versions
126
1.9.2 Simulation Versions
128
1.10 Archiving Project Structures
131
1.11 Summary
135
2 Planning Functions
137
2.1 Date Planning
138
2.1.1 Scheduling with WBS Elements
140
2.1.2 Scheduling Using Networks
143
2.1.3 Scheduling with the Project Editor
160
2.2 Resource Planning
163
2.2.1 Capacity Planning with Work Centers
164
2.2.2 Workforce Planning
172
2.2.3 Capacity Leveling
179
2.2.4 Externally Processed Activities
182
2.2.5 Services
185
2.3 Material Planning
188
2.3.1 Assigning Material Components
189
2.3.2 Project Stock
209
2.3.3 Availability Check
213
2.4 Planning Costs and Statistical Key Figures
218
2.4.1 Hierarchical Cost Planning
222
2.4.2 Unit Costing
225
2.4.3 Detailed Planning
229
2.4.4 Easy Cost Planning
233
2.4.5 Project Planner and Cost Estimator
239
2.4.6 Network Costing
242
2.4.7 Planned Costs of Assigned Orders
250
2.4.8 Planning Statistical Key Figures
252
2.5 Revenue Planning
255
2.5.1 Hierarchical Planning
255
2.5.2 Detailed Planning
255
2.5.3 Billing Plan
256
2.5.4 Sales Pricing
259
2.6 Summary
264
3 Budget
265
3.1 Budgeting Functions in SAP Project System
266
3.1.1 Original Budget
267
3.1.2 Budget Updates
271
3.1.3 Budget Release
274
3.1.4 Budget Carryforward
276
3.1.5 Availability Control
277
3.2 Integration with Investment Management
285
3.3 Summary
293
4 Project Execution Processes
295
4.1 Actual Dates
296
4.1.1 Actual Dates of WBS Elements
296
4.1.2 Actual Dates of Activities
297
4.1.3 Actual Dates of Milestones
300
4.2 Account Assignment of Documents
301
4.2.1 Commitments Management
302
4.2.2 Manual Account Assignment
305
4.2.3 Execution Services
306
4.3 Confirmations
308
4.3.1 Individual Confirmations
316
4.3.2 Collective and Summary Confirmations
317
4.3.3 Cross-Application Time Sheet (CATS)
319
4.3.4 Additional Confirmation Options
323
4.4 External Procurement of Services
325
4.4.1 Externally Processed Activities
325
4.4.2 Services
328
4.5 Material Procurement and Delivery
329
4.5.1 Material Procurement Processes
330
4.5.2 Delivery from Project
338
4.5.3 ProMan
340
4.6 Billing
344
4.6.1 Milestone Billing
345
4.6.2 Resource-Related Billing
347
4.7 Project Progress
351
4.7.1 Milestone Trend Analysis
351
4.7.2 Progress Analysis
353
4.7.3 Progress Tracking
364
4.8 Claim Management
368
4.9 Summary
372
5 Period-End Closing
373
5.1 Processing Types
374
5.2 Revaluation at Actual Prices
377
5.2.1 Prerequisites for Revaluation at Actual Prices
378
5.2.2 Executing the Revaluation at Actual Prices
379
5.2.3 Dependencies of the Revaluation of Actual Prices
379
5.3 Overhead Rates
380
5.3.1 Prerequisites for the Allocation of Overhead Rates
380
5.3.2 Executing the Application of Overhead
383
5.4 Template Allocations
385
5.4.1 Prerequisites for Template Allocation
385
5.4.2 Executing Template Allocation
387
5.5 Interest Calculation
388
5.5.1 Prerequisites for Interest Calculation for Projects
389
5.5.2 Executing the Interest Calculation for Projects
396
5.6 Results Analysis
398
5.6.1 Prerequisites for the Results Analysis
404
5.6.2 Executing the Results Analysis
413
5.7 Project-Related Incoming Orders
415
5.7.1 Prerequisites for Project-Related Incoming Order Determination
418
5.7.2 Executing the Project-Related Sales Order Determination
420
5.8 Cost Forecast
422
5.8.1 Prerequisites for and Restrictions of the Cost Forecast
425
5.8.2 Executing and Evaluating the Cost Forecast
425
5.8.3 Forecast Workbench
427
5.9 Settlement
429
5.9.1 Prerequisites for Project Settlements
430
5.9.2 Executing Project Settlements
439
5.9.3 Settlement of Investment Projects
442
5.9.4 Project Settlement Dependencies
445
5.10 Summary
446
6 Reporting
447
6.1 Project Information System: Structures
448
6.1.1 Structure/Project Structure Overview
453
6.1.2 Individual Overviews
458
6.2 Project Information System: Financials
461
6.2.1 Hierarchy Reports
461
6.2.2 Cost Element Report
469
6.2.3 Line Item Reports
476
6.2.4 PS Cash Management
479
6.3 Logistical Reports
485
6.3.1 Purchase Requisitions and Purchase Orders for the Project
486
6.3.2 Material Reports
488
6.3.3 Capacity Reports
489
6.4 Project Summarization
496
6.5 SAP HANA-Based Reporting Options
501
6.5.1 Virtual Data Model of PS and Project Reporting Using SAP HANA Live
501
6.5.2 Reporting Cockpit: SAP Smart Business for Project Execution
505
6.6 Summary
511
7 Integration Scenarios with Other Project Management Tools
513
7.1 Open PS for Microsoft Project
515
7.2 SAP Enterprise Project Connection
519
7.3 SAP Portfolio and Project Management
521
7.3.1 PPM Project Management
521
7.3.2 PPM Portfolio Management
527
7.4 SAP Commercial Project Management
535
7.4.1 Project Cost and Revenue Planning
535
7.4.2 Project Issue and Change Management
537
7.4.3 Project Workspace
539
7.5 Summary
543
Appendices
545
A BAPIs in SAP Project System
547
B Query and Reuse Views of SAP Project System in SAP HANA Live
549
C Selected Project System Database Tables
553
D Transactions and Menu Paths
555
D.1 Structures and Master Data
555
D.2 Planning Functions
559
D.3 Budget
564
D.4 Project Execution Processes
566
D.5 Period-End Closing
569
D.6 Reporting
572
E The Author
577
Index
579