Solution Task 7:
3. A) Call up the Project Builder from the Project System menu: Project System → Project
→ Project Builder. To open project T-200##, double-click project T-200## Turbine Gr## in the work list. If necessary, expand the structure so that the assigned material components are also displayed in the Project Builder structure. To display a list of all the material components that have been assigned to your network, choose the network header in the structure and then choose Component Overview. The system displays a list of all the assigned components. To display details for component T-20600, select the row for material T-20600 in the overview and choose General. The detail screen is displayed and the components are highlighted in the structure. Material T-20600 is assigned to activity 4000. Exit the project and the Project Builder by choosing Back and Exit.
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Cost Planning
You can plan costs for a project in SAP Project System (SAP PS) using two different methods:
Manual cost planning in the work breakdown structure
Cost planning using activities (network costing) Manual planning in the WBS involves:
Overall planning: The most basic form of cost planning, where the costs for WBS elements are entered manually. You can break down your figures by fiscal year if you wish.
Detailed planning of primary costs and activity inputs: This type of planning is based on cost elements and periods.
Unit costing: For each WBS element, you use a scheme for entering quantities (materials, internal activities, external activities, variable items ,and so on). This type of planning is cost element-based.
Easy Cost Planning: Easy Cost Planning is a user-friendly method for performing cost element-based cost planning by means of a quantity structure. You can then use Execution Services to enter commitment and actual data relating to the planned costs. In addition to manual planning in the WBS, you can assign different types of order (internal orders or maintenance orders, for example) to WBS elements that are flagged as account assignment elements. This assignment can then be used to display the planned costs of the orders for the project. You can also assign activities to WBS elements and plan costs using these activities. The benefit of this planning method is that it can be copied to a new project and, if parts of the project are moved, cost planning is moved automatically along with the activities. In addition, planning by means of network activities is cost element and period based.
Easy Cost Planning is a user-friendly tool that enables you to plan costs for WBS elements. You can access Easy Cost Planning for projects from the Project Builder. You choose a WBS element from the structure and then create costing items for this WBS element. Cost planning by means of Easy Cost Planning is cost element based. The cost planning periods are determined from the basic start date of the WBS element. To enter costing items, you can also use planning forms (see Fig. Easy Cost Planning). When you do this, characteristics (e.g. work in hours) are valuated (e.g. with 100). The characteristic values from the planning form are linked to quantities, values, or actions in the costing items (in Fig. Easy Cost Planning., for example, to the quantity of an internal activity).Once you have transferred the values, the costing items appear under the relevant WBS elements in the structure.
Easy Cost Planning can be used as a simple preliminary costing for projects. The pre-planned costs are then replaced, for instance by a quantity structure of networks/activities. You can also use Easy Cost Planning to create planned data for the project execution phase. In this case, you can then use Execution Services to enter commitment and actual costs for the planned costs. In Customizing, you define the plan version in which values planned by Easy Cost Planning are stored.
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Revenue Planning
The following methods can be used to plan revenues in your project: Manual revenue planning (structure-oriented, or on the basis of revenue elements). The latter of the two is revenue element and period based. Revenue planning using PS billing plans. This type of planning is revenue element and period based.
Revenue planning using SD documents (sales order items or even quotation items). This type of planning is revenue element and period based. The Sales Order and Billing Plan.
Diagram illustrates how revenues are planned with SD documents.
The customer has placed an order for project T-200##. You have agreed a sales price of 880,000 euro with the customer. Partial payments are due once production (activity 4000) and assemblies (activity 5000) are complete. You enter this information in the system by defining billing milestones for the activities.
You then create a sales order in the system and a billing plan for the item. You copy the billing milestones for activities 4000 and 5000 to the billing plan. You assign the sales order item to the billing element of the project. This assignment forms the basis for planning revenues in your project .In the project execution phase, the locks for the individual items in the billing plan are lifted automatically when activities 4000 and 5000 are confirmed. After a billing run, actual project revenues can also be updated in this way automatically.
Business Example
You will plan costs manually for investment project E-99## using Easy Cost Planning. To facilitate the planning process, planning forms are used that have already been maintained in the system. For customer project T-200##, the costs are planned using the quantity structure for the activities. The quotation is created on the basis of the project cost planning data. This involves rearranging the planned costs according to cost element or activity type and copying them to the quotation as items.
The customer accepts your quotation. In SD, a sales order is then created and assigned to project T-200##. In a billing plan for the order item, you store the dates on which payment is due from the customer. You can evaluate the values in the order as planned project revenue.