sap ps overview
DESCRIPTION
sap ps general overviewTRANSCRIPT
© 2008 SAP AG
Project Management using SAP Project System
SAP Project System Overview
SAP University AlliancesVersion 1.0
Authors: Andres DiazMartin Wassmann
Tom Wilder
ProductSAP ERP ECC 6.0
GBI and IDES
LevelUndergraduate
Beginner
FocusPS
AbstractProject Systems within SAP allows the management of projects with the ability to tie into other functional areas, including but not limited to FI, CO, SD, QM, and PM.
This course overviews the basics of Project Systems
PS Introduction
SAP University Alliances
Page 2© 2008 SAP AG
Overview of SAP Project System module
Project Management has moved to the forefront of the business spectrum as a way to compete better, faster and cheaper
There are a lot of Project Management Software solutions available Microsoft Project is an industry standard for general project management SAP Project Systems has an advantage in large projects as it is integrated
into the SAP ERP landscape Projects can be tied to many of the SAP modules, including FI, CO, HCM
(HR), PM, SD, QM, SM There are some basic differences between SAP PS and MS Project
PS Introduction
SAP University Alliances
Page 3© 2008 SAP AG
Microsoft Project
Benefits Easy to use Effective Robust Templates are available Widely used
Constraints Difficult with multi-users Can have size limitations
Not fully integrated into the ERP System
PS Introduction
SAP University Alliances
Page 4© 2008 SAP AG
SAP Project Systems
More comprehensive Ties in multiple
areas of the organization
Dependent on complete data
Works well in large projects
Can have a Microsoft Project component
PS Introduction
SAP University Alliances
Page 5© 2008 SAP AG
Overview of SAP PS
Structure of SAP PS
Types of Projects Components of
the system Field details Multiple entry
methods Icon definitions Required data Using IDES Using GBI
PS Introduction
SAP University Alliances
Page 6© 2008 SAP AG
Project Types
• The hierarchical nature of PS allows for multiple project types. – Cost Projects
– Investment Projects
– Sales Projects
– Maintenance Projects
– And more
• The nature of the project dictates which structure types are used– Work breakdown structure
– Networks
PS Introduction
SAP University Alliances
Page 7© 2008 SAP AG
Structure of SAP PS
• Project Systems is designed in a Work Breakdown Structure (WBS) format
• Hierarchical in nature, the WBS lends itself to easier budgeting• Typically the top level in the WBS is where the budget resides,
with lower level having allocations– Controlling (Costing) is easily done in PS
PS Introduction
SAP University Alliances
Page 8© 2008 SAP AG
WBS
Hierarchical Breakdown of the WBS
PS Introduction
SAP University Alliances
Page 9© 2008 SAP AG
Networks
A flow chart that graphically depicts the sequence, interdependencies, and start and finish times of the project tasks/activities Provides the basis for scheduling labor and equipment Provides an estimate of the project’s duration Provides a basis for budgeting cash flow Highlights activities that are “critical” and should not be delayed Help managers get and stay on plan AON format Allows for ES/EF LS/LF
PS Introduction
SAP University Alliances
Page 10© 2008 SAP AG
Networks
PS Introduction
SAP University Alliances
Page 11© 2008 SAP AG
Creating Projects
• There are two methods to create a project within PS• Project Builder
– Main method
– Create WBS and/or Networks
• Project Planning Board– Used to change project, however a project can be created here
PS Introduction
SAP University Alliances
Page 12© 2008 SAP AG
Project Builder
PS Introduction
SAP University Alliances
Page 13© 2008 SAP AG
Project Builder
PS Introduction
SAP University Alliances
Page 14© 2008 SAP AG
Project Builder
PS Introduction
SAP University Alliances
Page 15© 2008 SAP AG
Project Definition
The first step in creating a project is to create the Project Definition
24 characters max. You can search for next
available Control the structure using the
Coding Mask Specify a start and end date,
or… System will use current date Can change that later
PS Introduction
SAP University Alliances
Page 17© 2008 SAP AG
Project Profile
A Project Profile must be specified at the same time as the Project Definition
The Project Profile will set default values and control data for the project
You can add to the list of Project Profiles
PS Introduction
SAP University Alliances
Page 19© 2008 SAP AG
Project Profile cont.
• The Project Profile will populate the control data based on the selected profile
• Once saved, the project definition is locked in with the project profile and cannot be changed
• Control aspects, however, can be modified
PS Introduction
SAP University Alliances
Page 21© 2008 SAP AG
Coding Mask
Coding Masks are a way to identify project structures easily
The Mask ID’s should be created when Project Systems is first implemented
The Mask’s are based on keys They are alpha numeric You can create masks as long
as an object does not exist for the key
You can lock for operative or standard structures, or no lock
PS Introduction
SAP University Alliances
Page 22© 2008 SAP AG
PS Introduction
SAP University Alliances
Page 23© 2008 SAP AG
Responsibilities
The Person Responsible is the employee number for the Person Responsible for the project.
The Applicant Number is the number for the Person applying for the project
Applicant can be someone who is not yet an employee of the company.
PS Introduction
SAP University Alliances
Page 24© 2008 SAP AG
PS Introduction
SAP University Alliances
Page 25© 2008 SAP AG
Dates
Start date actual, end date actual, forecast start date and forecast end date
The factory calendar defines which days are available to work
Most of IDES development has been done in Germany, so you will see the German Calendar
GBI in the works, also done in Germany however has a US version
PS Introduction
SAP University Alliances
Page 26© 2008 SAP AG
PS Introduction
SAP University Alliances
Page 27© 2008 SAP AG
Organization
Standard Org components are pre-defined by the Project Profile
Location is a subordinate entity in a plant, not the location of the project
Functional Area is required if you are using cost-of-sales accounting
Can also be required for Funds Management in Government
Notice that the currency cannot be changed once the project is defined
PS Introduction
SAP University Alliances
Page 28© 2008 SAP AG
PS Introduction
SAP University Alliances
Page 29© 2008 SAP AG
Icons
Project WBS Element Network Overview Network Activity Milestone PS Text Material Component
PS Introduction
SAP University Alliances
Page 30© 2008 SAP AG
PS Introduction
SAP University Alliances
Page 31© 2008 SAP AG
More Icons
Display < - - > Change (SHFT F1) Project Planning Board Hierarchy Graphic Mass Change Easy Cost Planning Conditions
PS Introduction
SAP University Alliances
Page 32© 2008 SAP AG
PS Introduction
SAP University Alliances
Page 33© 2008 SAP AG
Project Planning Board
Gantt style layout Project can be modified within the
Project Planning Board Icon intensive Different from MS Project
Did you know that there are almost 1200 icons in SAP ERP 6.04? Use t-code ICON to
see them all!
Connect selected activities
Edit Relationships
Filter Grouping Sort Order
Highlight Object
Position on
Highlight
Switch connect mode on/off
Scheduling Comparison
Zoom in on Graphic
Adapt Graphic Area
Adapt Time Scale
Delete Object
Detailed Information for Object
Confirm Activity
Schedule
Calculate Costs
System/User Status
Network Header
Planning Board Assistant
Time Scale Assistant
Set of Dates / Views
Options Field Selection
Legend
Logs and Lists Undo User Settings
Component Overview
Capacity Overview Maintenance Orders
Cost Overview
Milestone Trend Analysis
Predecessor / Successor
Show All Hide All Dependant Objects
Move WBS Element Level Up / Down
Create
Copy
Services for Object
Select all/ Deselect All
PS Introduction
SAP University Alliances
Page 36© 2008 SAP AG
Project Builder: Hierarchy Graphic View
Visual representation of the WBS for the project
Easy to see and/or set operatives for each element
Double click on element to edit properties
Create links between elements with graphic tools
Create new elements and set properties
PS Introduction
SAP University Alliances
Page 37© 2008 SAP AG
Operative Indicators Bill, Plan, AcAs
• Operative indicators are used to specify what tasks will be performed when the WBS element is executed. – Elements where you will plan costs are marked plan– Elements which have actual costs are flagged Account
Assignment elements– Elements which you will post revenues are Billing elements.