Extend project T-200##, which you created earlier, in the Project Builder to include milestones, PS texts, and documents. Use the mass change function for more extensive changes.
1. Open project T-200## in the Project Builder. Assign a milestone with the description Partial Invoice 30% and usage PS01 to activity 4000 Production of Running Gear, Bearing, Valves. You want the milestone date to be determined from the earliest finish date for the activity and to be able to use it in a sales document to plan revenues (billing percentage: 30 %).
2. In the PS text overview, create a PS text Specification Gr## with text type 01 (Function Description) and format 2 (DOC Format) for the WBS element at the top of project T-200##. Enter a text of your choice for specifying the turbine system.
Assign documents from Document Management to the same WBS element in the document overview. Use document type DRM as the key, the number PS-TUR-001-00001, the document part 000, and version number 00. Save the changes you have made to the project.
Continued on next page
Caution: The participant groups block each other when assigning documents. For this reason, each group should complete this step as quickly as possible.
3. Open project T-200## again and display an original document of the document you assigned earlier in the Project Builder.
Optional: Call up the document info record of the document from the Project Builder.
4. Use the mass change function in the Project Builder to assign the person responsible with number ## to all the WBS elements in project T-200##. Save the changes you have made to the project.
Solution 4: Milestones, Documents, and Mass Change
Task: Extending Project T-200##
Extend project T-200##, which you created earlier, in the Project Builder to include milestones, PS texts, and documents. Use the mass change function for more extensive changes.
1. Open project T-200## in the Project Builder. Assign a milestone with the description Partial Invoice 30% and usage PS01 to activity 4000 Production of Running Gear, Bearing, Valves. You want the milestone date to be determined from the earliest finish date for the activity and to be able to use it in a sales document to plan revenues (billing percentage: 30 %).
a) In the SAP menu, go to the Project System folder and open the Project Builder. Choose, for example, SAP Menu → Logistics → Project System
→ Project → Project Builder.
To open your customer project, go to the worklist (under Last Projects Processed) and double-click project T-200## Turbine Gr##. If necessary, expand the entire project structure .
Use Drag&Drop to drag a milestone from the templates area (under Individual Objects) to activity 4000 Production of Running Gear, Bearing, Valves. Enter the following data on the detail screen of the milestone:
Field Name Values
Milestone (text) Partial Invoice 30%
Usage PS01Partial Billing (Deb.)
Usage Sales Document Date x
Invoice Percentage 30%
Offset to Activity Offset to Finish x
Leave other fields as they are Confirm your entries with Enter. The milestone is displayed in the structure under activity 4000 Production of Running Gear, Bearing, Valves.
Continued on next page
2. In the PS text overview, create a PS text Specification Gr## with text type 01 (Function Description) and format 2 (DOC Format) for the WBS element at the top of project T-200##. Enter a text of your choice for specifying the turbine system.
Assign documents from Document Management to the same WBS element in the document overview. Use document type DRM as the key, the number PS-TUR-001-00001, the document part 000, and version number 00. Save the changes you have made to the project.
Caution: The participant groups block each other when assigning documents. For this reason, each group should complete this step as quickly as possible.
a) Project T-200## is still open in the Project Builder. In the structure, select WBS element T-200## Turbine and choose PS Text Overview. Enter the following data in the table overview for the PS texts:
Field Name Values
ST (Text Type) 01Function Description
Description Specification Gr##
T (Format) 2DOC Format
Confirm your entries with Enter. The editor for DOC format then appears. Enter a text of your choice and choose Save.
b) To assign documents from Document Management to the same WBS element, go from the PS text overview to the document overview. Do this by choosing Document Overview. Enter the following data in the table overview:
Confirm your entries with Enter. Save your changes by choosing Save.
Continued on next page
3. Open project T-200## again and display an original document of the document you assigned earlier in the Project Builder.
Optional: Call up the document info record of the document from the Project Builder.
a) To open your project, go to the worklist and double-click project T-200## Turbine Gr##. If necessary, expand the entire project structure.
In the structure, PS text Specification GR## and document DRM PS-TUR-001-00001 00 000 are displayed underneath WBS element T-200## Turbine.
To display the assigned original documents, expand document DRM PS-TUR-001-00001 00 000 in the structure. Select original document JT Pump Assembly in the structure and choose Display Original Appl. File.
Hint: The system may require you to select the frontend type.
Choose PC with Windows. You can only display the JT file if the SAP GUI (including the EAI Viewer) has been fully installed on your frontend.
To view the entire object displayed in the CAD drawing, you can use the cursor to rotate it in any direction.
b) Optional: To display the document info record, select document DRM PS-TUR-001-00001 00 000 in the structure and choose Details. The document info record contains further information on the document. To return to the Project Builder, choose Back.
Continued on next page
4. Use the mass change function in the Project Builder to assign the person responsible with number ## to all the WBS elements in project T-200##. Save the changes you have made to the project.
a) Project T-200## is still open in the Project Builder. In the structure, select the project definition T-200## Turbine Gr##. To execute the mass change, choose Mass Change. In the dialog box that appears, choose WBS Elements.
A further dialog box appears in which you can choose the fields you want to change. In the Pool, select the Person Responsible line and copy the field to your selection criteria with Choose. Confirm your selection with Enter.
Enter your group number ## in the Person Responsible: New Value field and start the mass change with Execute.
A log appears that lists all of the changes made. To exit the log display and save your changes, choose Back and Save.
Lesson Summary
You should now be able to:
• Assign PS texts, documents, and milestones
• Use the mass change function
• Name the functions of Open PS
Unit Summary
You should now be able to:
• Describe the tasks and structure of work breakdown structures
• Use the Project Builder and hierarchy graphic to maintain work breakdown structures
• Describe the tasks and structure of networks
• Use the Project Builder and network graphic to maintain networks
• Assign PS texts, documents, and milestones
• Use the mass change function
• Name the functions of Open PS
Unit 3
Reporting
Unit Overview
During the course of a project, a large volume of data is generated. This data has to be prepared efficiently, transparently, and comprehensively to satisfy the various information requirements of the project team members throughout all phases of the project. This unit looks at the various options for evaluating and analyzing project data.
Unit Objectives
After completing this unit, you will be able to:
• List various reporting options for project-specific data
• Name the functions of the structure information system and cost reports
Unit Contents
Lesson: Reporting ... 68 Exercise 5: Project Information System ... 81