SAP Pr oj ec t Syst em

Overview
Mario Franz
Project System
SAP Suite Solution Management
28.04.2008
I nt r oduc t i on
Project System is part of SAPs
solution for Project and Portfolio
Management. Project System
helps you manage the project
through its entire life cycle, from
setting up a structure, to drawing
up detailed plans, to execute and
completing the project.
Because of its tight integration
into financial and logistic core
enterprise processes Project
System can especially be used
for large and complex projects
such as construction, production,
maintenance, investment, or
costs projects in all industries.
Project Builder and Project Planning Board
Pr oj ec t St r uc t ur i ng
In Project System you can use Work
Breakdown Structures (WBS) and
Networks to structure your projects
hierarchical and/or using network
techniques. Milestones and
documents help you to mark project
events of particular interest and
document your project appropriate.
You can set up project structures
manually or based on templates.
Project structures can also be
created automatically from sales
documents or cProjects projects for
example.
Using access control lists, partner
data and persons responsible you
can easily define authorizations and
responsibilities for project elements.
Graphical Display of WBS and Networks
Pr oj ec t Sc hedul i ng
Project System provide various date
planning functions. Flexible scheduling
techniques can be used to calculate
earliest/latest dates, floats or critical
paths within projects.
Dependent dates, such as requirement
dates of materials, services or
capacities, billing dates or periods of
planned costs can automatically be
derived from planned dates.
Comparing forecasted, planned and
actual dates you can easily identify
deviations from your project plan.
Additional tools such as Progress
Tracking, Subnetwork Monitor,
Simulations or Milestone Trend
Analysis enables you to manage the
dates of your projects efficiently.
Progress Tracking and Project Planning Board
Capac i t y and Wor k f or c e Pl anni ng
Networks in Project System enables
you to plan, analyze and level work
center based capacity requirements
of your project.
You can use simulation versions for
what-If analysis of your project
schedules and capacity requirements.
For detailed workforce planning you
can assign organizational units or
individual personel resources to work
packages of your project.
Because of the tight integration of
Project System to Human Capital
Management you can directly access
the availability or even qualifications
of employes if required during
workfore planning.
Capacity Leveling and Workforce Planning
Mat er i al and Ex t er nal Ser vi c e Pl anni ng
If you assign material components to
Networks you can plan material
requirements based on your project
schedule, check the material
availability and trigger the material
procurement and delivery later on.
Functions such as project specific bills
of material, bill of material transfer, the
open catalog interface or integrations
to Integrated Product and Process
Engineering (iPPE) helps you to plan
materials efficiently in Project System.
In order to plan external services you
can directly use purchasing info
records, outline agreements or service
specifications from Materials
Management in Project System. The
open catalog interface allows you to
select services also from internal or
external service catalogs.
Material Components in the Project Builder
and Servi ce Specification
Fi nanc i al Pl anni ng
You can use various techniques for
planning costs and revenues in Project
System depending on your financial
planning requirements.
So the cost planning capabilities for
example range from overall cost
planning to Easy Cost Planning or
detailed network costing.
Sales Pricing helps you to create
quotations for customer projects based
on the planned costs.
Project milestones can be used to derive
billing dates automatically from the
project schedule.
Project System cash management also
allows you to plan and monitor incoming
and outgoing payments for projects.
Overall Cost Planning and Easy Cost Planning
Budget Management
Budget is the approved cost
structure for a project. You can
allocate budget to projects in
Investment Management or
directly in Project System.
Budgets can be distributed
hierarchically within the project
structure. If required you can
successively release budgets
and post updates, such as
budget supplements or returns.
Budget availability control
enables you to control costs
actively by issuing warnings and
error messages when tolerance
limits of the budget are exceeded
because of assigned values.
Allocation and Mass Release of Project Budgets
Conf i r mat i ons
In the execution phase of projects
confirmations can be used to
document the actual work
performed and the progress of
individual work packages.
Using confirmations you can also
enter forecast information such as
the remaining work or duration.
Because of confirmations the
dates and capacity requirements
of your project will be adapted and
actual costs are posted
automatically to the project.
Project System provides various
confirmation options including
individual and collective
confirmations, integration to the
Cross Application Time Sheet
(CATS) or external interfaces.
CATS and Individual Confirmation
Pr oj ec t Rel at ed Pr oc ur ement
Reservations or purchase
requisitions can automatically be
created for a project based on your
material and external service
planning.
You can easily track all follow up in-
house production and purchasing
processes related to your project for
example using the ProMan or
Progress Tracking.
Commitments and actual costs
because of purchasing documents,
material movements or invoices are
automatically posted to the project.
Valuated project stock helps you to
manage and valuate material in your
project independently if required.
ProMan and Progress Tracking
Cost I nt egr at i on and Bi l l i ng
Costs actually incurred are posted
directly to your project by account
assignment of documents in
Finanical Accounting, Controlling
or Materials Management for
example.
Using Execution Services you can
also directly post various
documents in Easy Cost Planning
based on planned values.
Costs of orders assigned to your
project can be analyzed in project
reporting and will be checked
against the project budget.
Milestone billing and resource
related billing can be used in
customer projects to control billing
processes based on the project
progress.
Executi on Servi ces and Resource Related Bi lling
Cl ai m Management and Wor k f l ow s
Project System supports Claim
Management using a notification type
called "claim". You can use claims to
document variances from your project
plan, name the person responsible,
and initiate follow-up activities.
Costs that are caused by a deviation
can be planned using claims and
integrated into your project plan.
Standard workflows can be used in
Claim Management for approval
processes.
Other standard workflows are
available in Project System in order to
notify persons responsible in case of
deviations affecting purchase orders
or project capacity and date planning.
Workflow because of Network Changes Affecting
Purchase Orders and Claim Management
Pr oj ec t Pr ogr ess
Milestone trend analysis and
Progress Tracking can be used to
effectively monitor the project
schedule.
Progress Analysis in Project
System provides several methods
and interfaces to derive and
analyze the POC and other project
progress values of your project or
individual work packages.
Using the Progress Analysis
Workbench you can easily monitor
and enter all progress related data
for several projects
simultaneously.
Forecast values can be calculated
or entered manually using the
Forecast Workbench for example.
Progress Anal ysis Workbench and
Mil estone Trend Anal ysis
Per i od-End Cl osi ng
You can perform various period-
end closing procedures on your
project to ensure that all project
data belonging to a period is
determined and available for
purposes of enterprise control.
Typical period-end closing
procedures for projects are:
Overhead calculation
Template allocation
Project interest calculation
Progress and results analysis
Project related incoming order
analysis
Settlement
You can use the Schedule
Manager to easily plan, carry out
and control your period-end
closing procedures.
Overhead Calculation and Schedule Manager
Pr oj ec t Repor t i ng
Project System provides various
standard reports for realtime
reporting of financial and logistic
project data as well as predefined BI
content.
Using report-report interfaces you
can directly navigate from one report
to other more detailed reports.
You can also define your own reports
and queries depending on your
reporting requirements.
Project System reports include:
Project and individual structure reports
Resource and material reports
Hierarchy, cost element and line item
reports
Claim and project progress reports
Hierarchy Report and Project Structure Overview
I nt er f ac es
Project System provides several options
to exchange project data with external
systems. For example you can use
various BAPIs to export, import or
maintain project data.
Based on the BAPI technology the
OpenPS interface allows you to
interchange project data with Micrsosoft
Project Client based on predefined
mapping rules.
As of SAP ERP 6.0 Enhancement
Package 3 more than 50 Enterprise
Services are available to interchange
project data with other systems too.
More information on Enterprise Services
for Projects can be found on the
Enterprise Services Workplace:
www.sdn.sap.com/irj/sdn/esworkplace
BAPI Explorer and Enterprise Services Workplace
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