External Processing – Project T-200##

Check the externally-processed activity data in project T-200##. Generate a purchase requisition from this activity.

Optional: Check the purchase requisition data using the appropriate report.

1. To procure an external service, you created activity 1400 (Engineering of Rotating Blades) in project T-200## as an externally-processed activity.

External processing data was copied from purchasing info record 5500000093.

In the project planning board, check which vendor has been proposed for the procurement. Change the activity in such a way that the associated purchase requisition is generated when you save the project. Save your project and return to the SAP menu.

2. Optional: Use Purchase Requisitions for Project in the information system of Project System to display a list of purchase requisitions for project T-200##.

Then return to the SAP menu.

Solution 7: Resource Planning

Task 1: Internal Processing – Project T-200##

For the internally-processed activities in project T-200##, check the capacity load utilization for the assigned work centers. Distribute the planned work for an activity to different employees. This distribution can be used when you come to record the activities carried out by the employees as a default value for the Cross-Application Time Sheet.

1. Change activity 1200 Engineering of Case in project T-200## in the project planning board. The activity is now to be processed by employees assigned to work center 2700. Activate the capacity requirements for your project for the assigned work centers and carry out scheduling again.

Continued on next page

Use the capacity overview on the project planning board to check the situation with regard to capacity for the assigned work centers. Display the capacity load utilization in this overview in a histogram and then call up an explanatory legend. Save the project.

a) Open project T-200## in the project planning board. To do so, first choose SAP Menu → Logistics → Project System → Project → Project Planning Board → Change Project, and then double-click T-200## Turbine Gr##

in the worklist (under Last Projects Processed).

To call up the detail screen for activity 1200 (Engineering of Case), double-click the activity. Enter the new value 2700 in the Work Center field and then click Back.

To activate the capacity requirements for your project at the assigned work centers, choose Select All and then Edit → Functions → Activate Capacities. Then reschedule your project by choosing Schedule.

b) Call up the capacity overview in the project planning board to analyze the situation with regard to capacities at the work centers. To do so, choose

Capacity Overview. An overview window is displayed in the lower part of the screen.

Hint: The capacity overview shows the situation with regard to the capacities available in the work centers assigned to the project.

Green bars show that the work center’s capacity is not used up, whereas red bars show that the work center’s capacity has been exceeded. You can also display a histogram showing the capacity requirements and the available capacity of individual work centers.

To display the capacity load utilization as a histogram, select a work center (if possible, one with a red bar) on the left of the capacity overview and choose Load as Histogram from the context menu (right-click). To display a legend for the capacity overview, choose Display Legend from the context menu.

Close the legend and save your changes by choosing Save. Exit the project planning board by clicking Back.

2. Use the project view for the distribution of work to employees and profile 1302 to assign persons for activity 1200 Engineering of Case in project T-200##. To do this, choose person 1920+## from the list of proposed persons (for exercise group 01: 1921; for ## = 02: the person with personnel number 1922, and so

Continued on next page

on). Display the availability of the person you assigned too. Schedule a total of 60 hours for the activity in the planned period (you may have to scroll the table to the right). Save the work distribution data and return to the SAP menu.

a) In the Project System menu, choose Project System → Resources → Workforce Planning → Project View. Enter the following data on the selection screen and then choose Execute.

Field Name Values

Project T-200##

Profile 1302

The Workforce Planning: Project View screen is now displayed. To create the assignment, select activity 1200 Engineering of Case on the left in the table and choose Create Assignment (bottom left).

The system displays a list of persons who are available in work center 2700, which is assigned to activity 1200. In the list, select the person with personnel number 1920+## (for exercise group 01: 1921; for ## = 02, personnel number 1922, and so on) and then click Enter.

The assigned person is displayed under the activity. To display the availability of that person, select the person on the left in the table and choose to view the Availability of Personnel.

To distribute the planned work, scroll the table to the right until you can enter hours for the periods (period in white). For some of the periods, enter hours and confirm your entries by clicking Enter. Schedule a total of 60 hours for the person so that the remaining work to be distributed for the activity (To Be Distributed column) is reduced to 170 hours.

Hint: To distribute all of the work, one person is not enough in our example. We would normally have to schedule more persons (either persons belonging to the work center in question, or persons not belonging to the work center in question).

To save your work distribution data, choose Save. To return to the SAP menu, click Back.

Continued on next page

Task 2: External Processing – Project T-200##

Check the externally-processed activity data in project T-200##. Generate a purchase requisition from this activity.

Optional: Check the purchase requisition data using the appropriate report.

1. To procure an external service, you created activity 1400 (Engineering of Rotating Blades) in project T-200## as an externally-processed activity.

External processing data was copied from purchasing info record 5500000093.

In the project planning board, check which vendor has been proposed for the procurement. Change the activity in such a way that the associated purchase requisition is generated when you save the project. Save your project and return to the SAP menu.

a) Open project T-200## in the project planning board. To do so, first choose Project System → Project → Project Planning Board → Change Project, and then double-click T-200## Turbine Gr## in the worklist.

To call up the detail screen for activity 1400 (Engineering of Rotating Blades, double-click the activity.

External processing is to be carried out by vendor 1000. With the current settings, the purchase requisition for this activity would be generated when the activity is released. To ensure that the purchase requisition is generated as soon as you save the project, set Res./Purc.Req. to Immediately.

Return to the overview of the project planning board by clicking Back and save your changes using Save. Exit the project planning board by clicking Back.

2. Optional: Use Purchase Requisitions for Project in the information system of Project System to display a list of purchase requisitions for project T-200##.

Then return to the SAP menu.

a) To start the report, choose Project System → Information System → Material → Purchase Requisitions → For Project. In the selection screen, enter project T-200## in the Project field and choose Execute.

The list contains data for the purchase requisition you created earlier.

Further purchase requisitions have not yet been created for your project.

Exit the report by clicking Back (twice).

Lesson Summary

You should now be able to:

• Explain the concept behind planning internal and external activities by means of network activities

• Distribute work among the workforce