Create a project E-99## in the Project Builder. Get to know the various ways of creating and editing work breakdown structures in the Project Builder.
1. In the Project System menu, start the Project Builder transaction and set the necessary options so that you can see all 99 hierarchy levels of a project.
Create a project with the identification E-99## and description Elevator Gr##in the Project Builder. Use Investment Projects as the project profile. In the basic data for the project definition, enter the number ## for the person responsible.
Use your right mouse button in the structure header to change the order in which Identification and Name are displayed. Save your project.
2. Open your project E-99## Elevator Gr## in the Project Builder. So far, you have only created a project definition. In the WBS Element Overview, create WBS elements with the identifications (and descriptions) E-99## (Elevator Gr##), E-99##-1 (Engineering), E-99##-1-1 (Electrical
Engineering) and E-99##-1-2 (Mechanical Engineering). To avoid making any mistakes when entering your data, use the @ entry aid. The account assignment element operative indicator (Acct column) is to be set for all WBS elements. Flag WBS elements E-99## and E-99##-1 as planning elements as well (PE column).
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3. Create further WBS elements for your project E-99## in the Project Builder using a template to copy from. In this way, you can put the experience gained from past projects to use in your current project. In the structure underneath the WBS element E-99##, insert further WBS elements. Use the context menu in the structure (right-hand mouse button) to do this and not the templates area.
Use the subtree E-1001-2 of a standard work breakdown structure to copy from. WBS element E-1001-2 (root) is also to be inserted underneath WBS element E-99## and to the right of WBS elements that have already been assigned. Make sure that you do not insert any activities.
Next derive the hierarchical structure of your work breakdown structure from the numbers of the WBS elements.
Finally, adjust the data of the new WBS elements to the requirements of your current project. To do this, assign the person responsible ## and investment profile 1000 to all new WBS elements.
4. Use Drag & Drop to create a new WBS element E-99##-3 with the name Assemblyunderneath WBS element E-99## Elevator Gr##. Set the operative indicators of the new WBS element in such a way that you can plan costs and post them to this WBS element later on.
Analyze the hierarchical structure and operative indicators of the WBS elements in your project in the hierarchy graphic. If necessary, set the operative indicators in such a way that only the WBS elements at levels 1 and 2 allow costs to be planned.
In the hierarchy graphic, create a new WBS element with the identification E-99##-4and the name Acceptance. Assign this WBS element underneath WBS element E-99## in connect mode. In the hierarchy graphic, set the Planning Element operative indicator for the new WBS element.
Then save your project.
5. Optional: Answer the following questions on project E-99##:
Which controlling area is project E-99## assigned to?
How many levels does the work breakdown structure of project E-99## contain?
For which WBS elements can you plan revenues?
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Solution 2: Work Breakdown Structure
Task: Project E-99##
Create a project E-99## in the Project Builder. Get to know the various ways of creating and editing work breakdown structures in the Project Builder.
1. In the Project System menu, start the Project Builder transaction and set the necessary options so that you can see all 99 hierarchy levels of a project.
Create a project with the identification E-99## and description Elevator Gr##in the Project Builder. Use Investment Projects as the project profile. In the basic data for the project definition, enter the number ## for the person responsible.
I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y
Use your right mouse button in the structure header to change the order in which Identification and Name are displayed. Save your project.
a) In the SAP menu, go to the Project System folder and open the Project Builder. Choose SAP Menu → Accounting → Project System → Project
→ Project Builder.
If you are opening the Project Builder for the first time, two dialog boxes appear. Set the Skip this in future indicator in the first dialog box and confirm this with Enter. In the next dialog box for user-specific options, set the number of hierarchy levels displayed for a project to 99 and confirm this with Enter.
Hint: You can change the user-specific options in the Project Builder whenever you need to. To do so, choose Settings → Options in the Project Builder menu bar.
b) To create a project, choose Create Project. Enter the following data for the project definition:
Field Name Values
Project Definition E-99##
Text (without caption) Elevator Gr##
Project Profile Investment Projects
Confirm your entries with Enter. The project definition is shown in the structure.
Position your cursor on the header of the structure. To change the display sequence, click the right-hand mouse button and choose Display Sequence
→ Identification - Name.
On the Basic Data tab page of the project definition, enter ## for the person responsible and confirm your entry with Enter.
Save your project.
2. Open your project E-99## Elevator Gr## in the Project Builder. So far, you have only created a project definition. In the WBS Element Overview, create WBS elements with the identifications (and descriptions) E-99## (Elevator Gr##), E-99##-1 (Engineering), E-99##-1-1 (Electrical
Engineering) and E-99##-1-2 (Mechanical Engineering). To Continued on next page
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avoid making any mistakes when entering your data, use the @ entry aid. The account assignment element operative indicator (Acct column) is to be set for all WBS elements. Flag WBS elements E-99## and E-99##-1 as planning elements as well (PE column).
a) You are still in the Project Builder. The project you created earlier is displayed in the worklist under Last Projects Processed. To open your project, double-click the project E-99## Elevator Gr##. Switch from the detail data of the project definition to the WBS Element Overview . Enter the following data – if this is not defaulted by the system – in the table (to set the operative indicators, scroll to the right in the table):
Level WBS
Element
Description PE Acct
1 @ Elevator Gr## x x
1 @1 Engineering x x
1 @11 Electrical
To create the WBS elements, choose Enter. The WBS elements are now displayed underneath the project definition in the structure.
3. Create further WBS elements for your project E-99## in the Project Builder using a template to copy from. In this way, you can put the experience gained from past projects to use in your current project. In the structure underneath the WBS element E-99##, insert further WBS elements. Use the context menu in the structure (right-hand mouse button) to do this and not the templates area.
Use the subtree E-1001-2 of a standard work breakdown structure to copy from. WBS element E-1001-2 (root) is also to be inserted underneath WBS element E-99## and to the right of WBS elements that have already been assigned. Make sure that you do not insert any activities.
Next derive the hierarchical structure of your work breakdown structure from the numbers of the WBS elements.
I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y
Finally, adjust the data of the new WBS elements to the requirements of your current project. To do this, assign the person responsible ## and investment profile 1000 to all new WBS elements.
a) Project E-99## is still open in the Project Builder. Select WBS element (not the project definition) E-99## Elevator Gr## in the structure. To include WBS elements, click the right-hand mouse button and choose Include → WBS Elements.
A dialog box then appears. Choose Standard WBS and enter the following data:
Confirm your entries with Include. A subtree containing WBS elements for procurement is assigned to WBS element E-99##.
b) To derive the structure from the numbers of the WBS elements, choose Project → Derive Structure → Execute.
In the structure, select WBS element E-99##-2 Procurement and on the detail screen of the WBS element, go to the Basic Data tab page and enter ## for the person responsible. On the Control tab page, enter 1000in the Investment Profile field. Assign the person responsible ##
and investment profile 1000 to WBS elements E-99##-2-1, E-99##-2-2 and E-99##-2-3 in the same way.
4. Use Drag & Drop to create a new WBS element E-99##-3 with the name Assemblyunderneath WBS element E-99## Elevator Gr##. Set the operative indicators of the new WBS element in such a way that you can plan costs and post them to this WBS element later on.
Analyze the hierarchical structure and operative indicators of the WBS elements in your project in the hierarchy graphic. If necessary, set the operative indicators in such a way that only the WBS elements at levels 1 and 2 allow costs to be planned.
Continued on next page
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In the hierarchy graphic, create a new WBS element with the identification E-99##-4and the name Acceptance. Assign this WBS element underneath WBS element E-99## in connect mode. In the hierarchy graphic, set the Planning Element operative indicator for the new WBS element.
Then save your project.
a) Project E-99## is still open in the Project Builder. Use Drag & Drop to drag a WBS Element from the templates area (under Individual Objects) to WBS element E-99## Elevator Gr## at the top of the hierarchy.
Enter the following data on the detail screen of the WBS element:
Field Name Values
WBS Element E-99##-3
Text (without caption) Assembly
Planning Element x
Confirm your entries with Enter. The WBS element is displayed in the structure.
b) To call up the hierarchy graphic, choose Hierarchy Graphic. Since you do not want to plan costs for level - 3 WBS elements E-99##-2-1, E-99##-2-2 and E-99##-2-3, deselect the Planning Element operative indicator for these WBS elements. To do this, double-click the Plan field in the hierarchy graphic. The WBS elements are then no longer flagged as planning elements.
To create a new WBS element, choose Create. An input area appears underneath the display area. Select the WBS element in this input area (click it once). The shape of the cursor changes (box-shaped). Click a free space in the display area. A dialog box appears with the detail screen of the new WBS element. Enter the following data:
Field Name Values
WBS Element E-99##-4
Text (without caption) Acceptance
Confirm your entries with Back. The new WBS element is displayed in the display area at level 1.
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To start connect mode, choose Connect. The shape of the cursor changes (pencil). Keeping your finger down on the left-hand mouse button, draw a line from E-99## to E-99##-4. To deactivate the connect mode, click a free space in the display area.
If you have not yet set the Planning Element operative indicator on the detail screen of WBS element E-99##-4, double-click the appropriate Plan field of the WBS element in the display area. The operative indicator is now set.
To save the changes you have made to your project, choose Back and Save.
5. Optional: Answer the following questions on project E-99##:
Which controlling area is project E-99## assigned to?
How many levels does the work breakdown structure of project E-99## contain?
For which WBS elements can you plan revenues?
a) To answer the questions, open project E-99## in the Project Builder. To open the project, double-click project E-99## Elevator Gr## in the worklist.
You specify the controlling area on the Basic Data tab page of the project definition when you create the project. In your project, the value 1000 (CO Europe) is entered in the CO Area field in the project definition. The value was entered as a default value in the project profile.
The work breakdown structure comprises three levels. You can see these in the structure on the left of the Project Builder or in the hierarchy graphic. The number of levels is also indicated in the tabular WBS element overview in the Level column.
Project E-99## is a pure cost project. This means that none of the WBS elements in your project is flagged as a billing element. You cannot, therefore, plan revenues for any WBS element.
If necessary, close your project with Back.
I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y Lesson 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