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(2) Copyright Copyright © 2005 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.. Partner SAP Use. •. ORACLE® is a registered trademark of ORACLE Corporation.. •. INFORMIX®-OnLine for SAP and INFORMIX® Dynamic ServerTM are registered trademarks of Informix Software Incorporated.. •. UNIX®, X/Open®, OSF/1®, and Motif® are registered trademarks of the Open Group.. •. Citrix®, the Citrix logo, ICA®, Program Neighborhood®, MetaFrame®, WinFrame®, VideoFrame®, MultiWin® and other Citrix product names referenced herein are trademarks of Citrix Systems, Inc.. •. HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology.. •. JAVA® is a registered trademark of Sun Microsystems, Inc.. •. JAVASCRIPT® is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape.. •. SAP, SAP Logo, R/2, RIVA, R/3, SAP ArchiveLink, SAP Business Workflow, WebFlow, SAP EarlyWatch, BAPI, SAPPHIRE, Management Cockpit, mySAP.com Logo and mySAP.com are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other products mentioned are trademarks or registered trademarks of their respective companies.. Disclaimer THESE MATERIALS ARE PROVIDED BY SAP ON AN "AS IS" BASIS, AND SAP EXPRESSLY DISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR APPLIED, INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, WITH RESPECT TO THESE MATERIALS AND THE SERVICE, INFORMATION, TEXT, GRAPHICS, LINKS, OR ANY OTHER MATERIALS AND PRODUCTS CONTAINED HEREIN. IN NO EVENT SHALL SAP BE LIABLE FOR ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES OF ANY KIND WHATSOEVER, INCLUDING WITHOUT LIMITATION LOST REVENUES OR LOST PROFITS, WHICH MAY RESULT FROM THE USE OF THESE MATERIALS OR INCLUDED SOFTWARE COMPONENTS.. Only. Internal. IBM®, DB2®, OS/2®, DB2/6000®, Parallel Sysplex®, MVS/ESA®, RS/6000®, AIX®, S/390®, AS/400®, OS/390®, and OS/400® are registered trademarks of IBM Corporation.. Partner. •. SAP. Microsoft®, WINDOWS®, NT®, EXCEL®, Word®, PowerPoint® and SQL Server® are registered trademarks of Microsoft Corporation.. Use. •. Internal. Only. Trademarks.
(3) About This Handbook This handbook is intended to complement the instructor-led presentation of this course, and serve as a source of reference. It is not suitable for self-study.. American English is the standard used in this handbook. The following typographic conventions are also used.. Partner. Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths, and options.. Example text. SAP. Description. Example text. Emphasized words or phrases in body text, titles of graphics, and tables. EXAMPLE TEXT. Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example SELECT and INCLUDE.. Example text. Screen output. This includes file and directory names and their paths, messages, names of variables and parameters, and passages of the source text of a program.. Example text. Exact user entry. These are words and characters that you enter in the system exactly as they appear in the documentation.. <Example text>. Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.. iii. Internal. Only. © 2005 SAP AG. All rights reserved.. Partner. 28-06-2005. SAP. Use. Also used for cross-references to other documentation both internal (in this documentation) and external (in other locations, such as SAPNet).. Use. Type Style. Internal. Only. Typographic Conventions.
(4) About This Handbook. PLM510. Icons in Body Text The following icons are used in this handbook. Icon. Meaning. Only. Exception or caution. Indicates that the item is displayed in the instructor’s presentation.. Use. Procedures. Internal. Note or further explanation of previous point. Partner. For more information, tips, or background. SAP. SAP Only. Internal. Use. Partner. iv. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(5) Contents Course Overview ............................................................................. vii. Unit 1: Introduction to the cProject Suite .................................................1 Introduction to the cProject Suite ........................................................... 2. SAP. Project Definition and Phases............................................................. 31 Checklists and Checklist Items ........................................................... 40 Tasks and Subtasks ........................................................................ 46 Templates .................................................................................... 52. Unit 4: Planning ............................................................................... 65 Dates ......................................................................................... 66 Resources ................................................................................... 75 Costs ......................................................................................... 87 Authorizations .............................................................................. 100. Unit 5: Implementation ..................................................................... 111. Unit 6: Reporting ............................................................................141 Reporting ................................................................................... 142 Threshold Values .......................................................................... 152. Unit 7: Documents and Integration......................................................163 Object Links ................................................................................ 164 Documents ................................................................................. 170 cFolders in cProjects ...................................................................... 178. 28-06-2005. © 2005 SAP AG. All rights reserved.. v. Only. Status Management ....................................................................... 112 Confirmation ................................................................................ 120 Approval .................................................................................... 128. Partner. Use. Unit 3: Master Data and Templates ....................................................... 29. SAP. Internal. Introduction to cProjects ................................................................... 16. Use. Partner. Unit 2: Introduction to cProjects.......................................................... 15. Internal. Only. Course Goals.................................................................................vii Course Objectives ...........................................................................vii.
(6) Contents. PLM510. Unit 8: Introduction to cFolders..........................................................187 Introduction to cFolders ................................................................... 188. Unit 9: Structured Objects.................................................................209 Structured Objects......................................................................... 210. Appendix 1: Appendix: cFolders. .....................................................277. Glossary .......................................................................................283 Index ............................................................................................285. Use SAP. SAP. Partner. Authorization ............................................................................... 258. Internal. Only. Unit 10: Authorization ......................................................................257. Only. Internal. Use. Partner. vi. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(7) Course Overview This course provides an overview of Collaboration Projects (cProjects) and Collaboration Folders (cFolders). This course focuses on the use of cProjects and cFolders. However, some system settings are also demonstrated.. Only. Internal. Target Audience This course is intended for the following audiences:. Partner. • • •. Project managers Project team Consultants. Use. Course Prerequisites Required Knowledge. SAP. Basic knowledge of project management Basic knowledge of master data management. SAP. • •. Recommended Knowledge. Use. for cProjects: PLM200 for cFolders: PLM100. Partner. • •. Internal. Course Goals This course will prepare you to:. 28-06-2005. Use cProjects as a project management tool Make basic settings for cProjects User cFolders in different collaboration scenarios Make basic settings for cFolders Create collaborative and competitive scenarios Create structured objects within the cFolders Assign authorizations and status networks for the cFolders scenarios. © 2005 SAP AG. All rights reserved.. Only. • • • • • • •. vii.
(8) Course Overview. PLM510. Course Objectives After completing this course, you will be able to:. Only. SAP Software Component Information The information in this course pertains to the following SAP Software Components and releases:. Use. Partner. Describe the basic and detail functions of cProjects Use cProjects Describe the basic and detail functions of cFolders Use cFolders Describe and use the integration of cProjects and cFolders Create collaborative and competitive scenarios Define objects in the cFolders scenarios Create authorizations and status networks in the cFolders scenarios. Internal. • • • • • • • •. SAP. SAP Only. Internal. Use. Partner. viii. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(9) Unit 1 Internal. Only. Introduction to the cProject Suite Unit Overview. Partner. Unit Contents. After completing this unit, you will be able to:. Use. • •. Describe the basic concept of the cProject Suite Name the components of the cProject Suite. Lesson: Introduction to the cProject Suite .......................................... 2 Exercise 1: Introduction to the cProject Suite ................................. 7. SAP. Unit Objectives. SAP. This chapter provides an overview of the cProject Suite and its components.. Only. Internal. Use. Partner. 28-06-2005. © 2005 SAP AG. All rights reserved.. 1.
(10) Unit 1: Introduction to the cProject Suite. PLM510. Lesson: Introduction to the cProject Suite Lesson Overview This lesson provides an overview of the cProject Suite and its components.. Lesson Objectives • •. Describe the basic concept of the cProject Suite Name the components of the cProject Suite. A large portion of the orders in your enterprise is carried out with reference to specific projects. You have been using project management tools for a long time. SAP has developed new software for project management and collaboration. Provide the management of your enterprise with a short overview of the advantages of the cProject Suite.. SAP Use. Only. Internal. Partner. Collaboration is the back bone of teamwork: be it a project team that tries to coordinate the activities of its employees at different locations or be it an OEM (original manufacturer) who tries speed product development in coordination with the supply chain partners and make the whole process more efficient. Smooth collaboration in teams is strategically important for enterprises, especially in the different areas of product development. For this, successful collaboration requires an environment in which it is easy to exchange information.. SAP. Collaboration. Use. Partner. Business Example. Internal. Only. After completing this lesson, you will be able to:. 2. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(11) PLM510. Lesson: Introduction to the cProject Suite. Use. Partner. Only. Internal. Figure 1: Collaboration of all People Involved. SAP Use Internal. • •. Collaboration Projects (cProjects) Design Collaboration with cFolders (cFolders). SAP cProject Suite provides the environment that is required for the successful cooperation of teams today.. 28-06-2005. © 2005 SAP AG. All rights reserved.. 3. Only. SAP cProject Suite provides support for project management and collaborative engineering by enabling the web-based exchange of information such as project plans, documents and product structures between virtual project teams. SAP cProject Suite consists of two parts:. Partner. cProjects Suite. SAP. If conversations in passing or regular meetings used to be suitable for exchanging information in the past, they do not provide a sufficient environment today. Teams are often distributed across many different locations; teams consist of different internal and external partners. Furthermore, information has become more varied: from simple memos to the most complex drawings. There are more communication channels: fax, e-mail, phone calls, web-based discussions and so on. However, there is usually no environment that summarizes these requirements and makes them available..
(12) Unit 1: Introduction to the cProject Suite. PLM510. cProjects It is not easy for enterprises to meet the requirements of complex development and consulting projects. Hence, planning solutions are required that support modern project management methods and thus have a positive influence on the duration and quality. Furthermore, it is important to have tools that are easy to operate and implement and enable the collaboration of everyone involved in the project.. Use. Partner. Only. Internal. Use. cFolders is the web-based cooperation platform for the PLM area. The application enables the communication and cooperation between teams collaborating in product development in interenterprise scenarios. cFolders enables teams to exchange structured information, such as BOMs, data sheets, or customer-defined structures. In the communication with external partners and suppliers this approach improves the consistency of your data and thereby reduces the project duration.. 4. © 2005 SAP AG. All rights reserved.. 28-06-2005. Only. cFolders. cProjects covers all project management activities, from planning to execution to the end of the project. cProjects integrates cFolders in order to implement the exchange of documents with external partners.. Partner. Internal. SAP. SAP. Figure 2: cProjects.
(13) PLM510. Lesson: Introduction to the cProject Suite. Use. Partner. Only. Internal. Figure 3: cFolders. SAP. SAP. cFolders is integrated into the SAP Document Management System (SAP DMS). Furthermore, cFolders can be used as a container for technical specifications in the SAP Bidding Engine.. Only. Internal. Use. Partner. 28-06-2005. © 2005 SAP AG. All rights reserved.. 5.
(14) Unit 1: Introduction to the cProject Suite. PLM510. Use. Partner. Only. Internal. SAP. SAP Only. Internal. Use. Partner. 6. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(15) PLM510. Lesson: Introduction to the cProject Suite. Exercise 1: Introduction to the cProject Suite Exercise Objectives. Business Example. Use. Partner. A large portion of the orders in your enterprise is carried out with reference to specific projects. You have been using project management tools for a long time. SAP has developed new software for project management and collaboration. Provide the management of your enterprise with a short overview of the advantages of the cProject Suite.. Task: Answer the following questions to name the main features of the cProject Suite. What are the components of cProject Suite?. Partner. Use. SAP. SAP. 1.. Internal. 2.. What does the "c" stand for in cProject Suite? Choose the correct answer(s).. A B C D. comprehensive collaborative complex copied. Only. □ □ □ □. Continued on next page. 28-06-2005. © 2005 SAP AG. All rights reserved.. Internal. Only. After completing this exercise, you will be able to: • Name the features of cProject Suite.. 7.
(16) Unit 1: Introduction to the cProject Suite. 3.. PLM510. Can you use cProjects and cFolders independently of each other?. Use. Partner. Only. Internal. SAP. SAP Only. Internal. Use. Partner. 8. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(17) PLM510. Lesson: Introduction to the cProject Suite. Solution 1: Introduction to the cProject Suite Task: Answer the following questions to name the main features of the cProject Suite. 1.. What are the components of cProject Suite? Answer: cProjects and cFolders are the two components of cProject Suite.. Only. What does the "c" stand for in cProject Suite?. Internal. 2.. Answer: B The "c" stands for collaborative.. Partner. 3.. Can you use cProjects and cFolders independently of each other? Answer: Yes, you can also use cProjects without cFolders. It also works the other way around. Nonetheless, it makes sense to use both of them together.. Use. SAP. SAP Only. Internal. Use. Partner. 28-06-2005. © 2005 SAP AG. All rights reserved.. 9.
(18) Unit 1: Introduction to the cProject Suite. PLM510. Lesson Summary You should now be able to: • Describe the basic concept of the cProject Suite • Name the components of the cProject Suite. Related Information •. Refer to the SAP Service Marketplace for further information: service.sap.com. Use. Partner. Only. Internal. SAP. SAP Only. Internal. Use. Partner. 10. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(19) PLM510. Unit Summary. Unit Summary You should now be able to: • Describe the basic concept of the cProject Suite • Name the components of the cProject Suite. Use. Partner. Only. Internal. SAP. SAP Only. Internal. Use. Partner. 28-06-2005. © 2005 SAP AG. All rights reserved.. 11.
(20) Unit Summary. PLM510. Use. Partner. Only. Internal. SAP. SAP Only. Internal. Use. Partner. 12. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(21) PLM510. Test Your Knowledge. Test Your Knowledge 1.. Where can you find additional information on the cProjects Suite and other SAP solutions?. Use. Partner. Only. Internal. SAP. SAP Only. Internal. Use. Partner. 28-06-2005. © 2005 SAP AG. All rights reserved.. 13.
(22) Test Your Knowledge. PLM510. Answers 1.. Where can you find additional information on the cProjects Suite and other SAP solutions? Answer: You can find further information on the SAP Service Marketplace on the internet: service.sap.com. Use. Partner. Only. Internal. SAP. SAP Only. Internal. Use. Partner. 14. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(23) Unit 2 Unit Overview. Partner. This chapter provides an overview of cProjects. It describes the structure of projects, the different aspects of planning, the execution and the reports in cProjects.. Unit Objectives. SAP. Name the advantages of cProjects Name the basic structure of cProjects Name the basic functions of cProjects. SAP. • • •. Use. After completing this unit, you will be able to:. Unit Contents. Only. Internal. Partner. Lesson: Introduction to cProjects .................................................. 16 Exercise 2: Introduction to cProjects.......................................... 23. Use. Internal. Only. Introduction to cProjects. 28-06-2005. © 2005 SAP AG. All rights reserved.. 15.
(24) Unit 2: Introduction to cProjects. PLM510. Lesson: Introduction to cProjects Lesson Overview This lesson provides an overview of cProjects. It describes the structuring options, different aspects of planning, execution and reporting in cProjects.. Lesson Objectives. Only. Name the advantages of cProjects Name the basic structure of cProjects Name the basic functions of cProjects. Business Example. SAP. Getting Started. SAP. A large portion of the orders in your enterprise is carried out with reference to specific projects. You have been using project management tools for a long time. SAP has developed cProjects, a new software for project management and collaboration. Provide the management of your enterprise with a short overview of the advantages of cProjects.. Use. Partner. • • •. Internal. After completing this lesson, you will be able to:. Only. Internal. Use. Partner. Figure 4: Pillars of Successful Projects. 16. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(25) PLM510. Lesson: Introduction to cProjects. Projects are comprehensive, complex endeavors. The success of a project depends on a range of factors, such as the availability of resources, on-time delivery performance or budget requirements. The success of a project also depends on observing some basic rules. The figure Pillars of Successful Projects lists some rules. These include:. Use. Partner. Only. The specifications should be precise and recorded in writing The different roles and activities in the project should be specified precisely All parties involved should be committed to the project and their roles All parties involved should be able to collaborate smoothly. Internal. • • • •. Internal. 28-06-2005. © 2005 SAP AG. All rights reserved.. 17. Only. cProjects is specifically targeted at consulting and development projects. The aim of cProjects is to enable the development of better products. In this context, better means that the development is cheaper than in comparable, past projects. This means that development is quicker and that the new product is of high quality. This is achieved by planning a project precisely and by focusing on constantly checking the process of the project. This way, deviations from the plan are recognized early and reduced. The phase-oriented approach of cProjects supports this procedure.. Partner. Use. SAP. SAP. Figure 5: Developing Better Products.
(26) Unit 2: Introduction to cProjects. PLM510. Basic Structure. Use. Partner. Only. Internal. Figure 6: Basic Structure of cProjects. SAP Use. Partner Only. Internal. SAP. The figure “Basic Structure of cProjects” shows the individual elements of a project in cProjects. Projects in cProjects are structured based on phases. The basic concept is that one phase is processed after the other, whereby there are fixed transitions between phases. Within phases, checklists ensure that no major components of the phase are overlooked. The tasks of a phase describe the activities to be carried out. They thus form the basis for resource planning in the project.. 18. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(27) PLM510. Lesson: Introduction to cProjects. Basic Functions. Use. Partner. Only. Internal. SAP Use. Only. Internal. Partner. cProjects offers time scheduling for all elements of a project. Time scheduling can be operated easily and happens automatically to a large extent. The figure Scheduling with cProjects provides a graphical overview of the deadlines of a project in cProjects. The phase-oriented approach of cProjects supports time scheduling. Within phases the individual tasks can be put in a time sequence and scheduled.. SAP. Figure 7: Scheduling with cProjects. 28-06-2005. © 2005 SAP AG. All rights reserved.. 19.
(28) Unit 2: Introduction to cProjects. PLM510. Use. Partner. Only. Internal. Figure 8: Resource Planning with cProjects. SAP Use. Partner Only. Internal. SAP. The tasks of a phase are not only the basis for scheduling, they are also an aspect of resource planning in the project. Tasks describe the requirements in detail. The actual resources are the internal and external employees. They are assigned to the project by means of roles. Here, a role generally describes an activity and its scope in the project. Roles are filled by employees and assigned to tasks. In cProjects, cost planning can be based on resource planning.. 20. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(29) PLM510. Lesson: Introduction to cProjects. SAP Use. Partner Only. Internal. SAP. During the course of a project, many documents are often created and edited. It should be possible to access these documents centrally and protect them from unauthorized access by means of authorizations. For this, cProjects offers different document management options. For example, it offers an integrated Document Management System. But it also offers the option of integrating the Document Management System (DMS) of an ordinary SAP system. Of course, it is also possible to use cFolders for document management and to integrate them in cProjects.. Use. Partner. Only. Internal. Figure 9: Documents in cProjects. 28-06-2005. © 2005 SAP AG. All rights reserved.. 21.
(30) Unit 2: Introduction to cProjects. PLM510. Use. Partner. Only. Internal. SAP. SAP Only. Internal. Use. Partner. 22. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(31) PLM510. Lesson: Introduction to cProjects. Exercise 2: Introduction to cProjects Exercise Objectives After completing this exercise, you will be able to: • Logon to cProjects. Task: 1.. Log on to the system. To do so, use the URL specified by your instructor, the specified user (usually PLM510-##, whereby ## corresponds to the group number) and the password (usually init).. 2.. Change your password. To do so, use the user settings of cProjects. Close the user settings afterwards.. SAP. SAP. In this task you will log on to the system and change your password.. Use. Partner. A large portion of the orders in your enterprise is carried out with reference to specific projects. You have been using project management tools for a long time. SAP has developed cProjects, a new software for project management and collaboration. Provide the management of your enterprise with a short overview of the advantages of the cProjects. Demonstrate cProjects.. Internal. Only. Business Example. Only. Internal. Use. Partner. 28-06-2005. © 2005 SAP AG. All rights reserved.. 23.
(32) Unit 2: Introduction to cProjects. PLM510. Solution 2: Introduction to cProjects Task: In this task you will log on to the system and change your password. 1.. Log on to the system. To do so, use the URL specified by your instructor, the specified user (usually PLM510-##, whereby ## corresponds to the group number) and the password (usually init).. Only. Hint: You use the F11 function key to activate and deactivate the full screen mode of Internet Explorer. 2.. Change your password. To do so, use the user settings of cProjects. Close the user settings afterwards.. SAP. Choose the Settings link and then the User tab page. Enter your old password, enter your new password and repeat it. Then choose Save Password. To close the user settings, choose the Close icon.. SAP. a). Use. Partner. Start Internet Explorer. Manually enter the specified URL in the address line. Enter the user and your password when prompted. If this does not immediately take you to the overview page of cProjects, follow the link To the Collaboration Projects Homepage.. Internal. a). Only. Internal. Use. Partner. 24. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(33) PLM510. Lesson: Introduction to cProjects. Lesson Summary You should now be able to: • Name the advantages of cProjects • Name the basic structure of cProjects • Name the basic functions of cProjects. •. Internal. Only. Related Information For additional help, refer to the SAP Help Portal: help.sap.com •. Refer to the SAP Service Marketplace for further information:. Use. Partner. service.sap.com. SAP. SAP Only. Internal. Use. Partner. 28-06-2005. © 2005 SAP AG. All rights reserved.. 25.
(34) Unit Summary. PLM510. Unit Summary You should now be able to: • Name the advantages of cProjects • Name the basic structure of cProjects • Name the basic functions of cProjects. Use. Partner. Only. Internal. SAP. SAP Only. Internal. Use. Partner. 26. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(35) PLM510. Test Your Knowledge. Test Your Knowledge 1.. Which of the following functions of cProjects can be reached using the links on every page of cProjects? Choose the correct answer(s).. Only. Templates Calculations Projects Reports Set up instructions. Use. Partner. A B C D E. Internal. □ □ □ □ □. SAP. SAP Only. Internal. Use. Partner. 28-06-2005. © 2005 SAP AG. All rights reserved.. 27.
(36) Test Your Knowledge. PLM510. Answers 1.. Which of the following functions of cProjects can be reached using the links on every page of cProjects? Answer: A, C, D Each page of cProjects contains a list of links to the most important editing functions on the top part of the screen.. Use. Partner. Only. Internal. SAP. SAP Only. Internal. Use. Partner. 28. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(37) Unit 3 Unit Overview. Partner. This chapter provides a general introduction to the structuring of projects. It describes and explains all objects for structuring in cProjects, that is, project definition, phases, checklists with checklist items, tasks and subtasks as well as the different templates.. Unit Objectives. Use. After completing this unit, you will be able to:. SAP Use. Partner Only. Internal. Create and edit project definitions using templates Create phases Edit phases Create and maintain checklists Create checklists by means of checklist references Create and maintain checklist items Describe the functions of tasks Create and process tasks Create and process subtasks Use and maintain project templates Use and maintain project checklist templates Name the most important tables in the Customizing of cProjects. SAP. • • • • • • • • • • • •. Unit Contents Lesson: Project Definition and Phases ........................................... 31 Exercise 3: Project Definition and Phases ................................... 37 Lesson: Checklists and Checklist Items .......................................... 40 Exercise 4: Checklists and Checklist Items .................................. 43 Lesson: Tasks and Subtasks ....................................................... 46 Exercise 5: Tasks and Subtasks............................................... 49 Lesson: Templates................................................................... 52. 28-06-2005. © 2005 SAP AG. All rights reserved.. Internal. Only. Master Data and Templates. 29.
(38) Unit 3: Master Data and Templates. PLM510. Exercise 6: Templates .......................................................... 57. Use. Partner. Only. Internal. SAP. SAP Only. Internal. Use. Partner. 30. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(39) PLM510. Lesson: Project Definition and Phases. Lesson: Project Definition and Phases Lesson Overview This lesson provides an overview of the tasks and features of project definitions and phases. It tells you how project definitions and phases are edited.. Lesson Objectives. Only. Create and edit project definitions using templates Create phases Edit phases. Business Example. SAP Use Internal. 28-06-2005. © 2005 SAP AG. All rights reserved.. 31. Only. cProjects is a tool that supports the entire project procedure for development and consulting projects across industry sectors. In consulting project, project resource planning is particularly important. In development projects, using a suitable implementation method is a major success factor. Different industries have different approaches for this, for example, APQP (Advanced Product Quality Planning) in the automotive industry. But other industries have also developed suitable methods for simplifying internal processes and reducing nonconformity costs.. Partner. General Structure. SAP. Your enterprise plans to develop a new product. You are, therefore, supposed to plan and execute a project. It is supposed to be possible to trace the development of the product at any time. Usually, your company develops new products step-by-step. There is an approval after each step, otherwise the next step cannot be commenced. In cProjects, you can structure your development project in different phases. Every step of your product development can correspond to a phase in cProjects.. Use. Partner. • • •. Internal. After completing this lesson, you will be able to:.
(40) Unit 3: Master Data and Templates. PLM510. To implement the respective method, a number of project objects have been developed incProjects:. Only. Project definition Phase Checklist Checklist item Task Subtask Project role. Use. Partner. Project roles are mainly used for resource planning. They are discussed in a later chapter. All other project objects are mainly used for structuring the project. They are discussed in this lesson and the following lessons. The “Project Objects” figure shows the individual objects and their interdependencies. These dependencies can be hierarchical or specified by a timetable.. Internal. • • • • • • •. SAP. SAP Only. Internal. Use. Partner. Figure 10: Project Objects. Project Definition The project object at the top hierarchy level of a project is called project definition. It contains general information on the project and information that applies to the entire project. Creating a project definition is the first step for creating a project. In cProjects, there is no project without a project definition.. 32. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(41) PLM510. Lesson: Project Definition and Phases. The “Project Definition” figure shows a screenshot of editing the basic data of a project definition. In the navigation area of cProjects, the project definition is symbolized by a triangle. The project definition is identified by a 24 digit, alpha-numerical number.. Use. Only. Internal. You store the sold-to party, customer, and assigned organizational units in the additional data for the project definition. However, the expense is not planned. Special tasks are used to plan the expense. Nonetheless, confirmations can also be stored at project definition level.. Partner. The timeframe for the entire endeavor is stored on the basic data screen of the project definition. Furthermore, a role is stored to describe who is responsible for the whole project. The “Planning” chapter provides details on planning and filling roles.. SAP. SAP. Use. Partner. Only. Internal. Figure 11: Project Definition. 28-06-2005. © 2005 SAP AG. All rights reserved.. 33.
(42) Unit 3: Master Data and Templates. PLM510. Use. Partner. Only. Internal. SAP Internal. Hint: Entering a project type is a mandatory prerequisite for “releasing” the project. The assignment of documents, collaborations (cFolder integration) and the linking to SAP R/3 objects are discussed in a later chapter.. 34. © 2005 SAP AG. All rights reserved.. 28-06-2005. Only. • • • • •. which functions are activated in cProjects (for example, with or without the assignment of tasks) the activation of status reports the integration into the accounting of an SAP system the activation of resource management the type of confirmation details on project reports. Partner. •. SAP. Two profiles from Customizing are assigned to the project definition on the basic data screen: the reason for the project and the project type. The reason for the project is only relevant for reporting. However, the project type is a central profile for controlling the project. For example, the project type controls:. Use. Figure 12: Project Type.
(43) PLM510. Lesson: Project Definition and Phases. Phases Phases are the second hierarchy level of a project in cProjects. Phases are sections of a project that are completed within a certain time. They are thus used for structuring the project from a time aspect. Start and finish dates are always calculated by means of scheduling or manually specified as fixed dates. Each can have a predecessor and a successor. Time overlaps of phases lead to schedule conflicts with the corresponding warning messages.. Only. Use. Partner. The “Phases” figure shows a screenshot of the basic data maintenance of a phase. In the navigation area, phases are represented by arrows pointing to the right. Phases are identified by means of 24 character, alpha-numerical numbers.. Internal. The execution of phase starts with its “release”. The execution of a phase concludes with an approval process. cProjects can be configured so that a phase can only be commenced after the preceding phase has been completed.. SAP. SAP. On the basic data screen of a phase, its description, preceding phase, responsible role, and duration are defined, for example. Phases participate in status management. For details, refer to the “Execution” chapter. The phase type is also stored on the basic data screen. The phase type is a Customizing profile that describes, in particular, the approval process of a phase and the effects on other phases.. 28-06-2005. © 2005 SAP AG. All rights reserved.. 35. Only. Internal. Use. Partner. Figure 13: Phases.
(44) Unit 3: Master Data and Templates. PLM510. Partner. Only. Internal. Figure 14: Phase Type. Use. Phases can be supplemented by means of additional assignments. For example, you can assign documents, create collaborations, and establish object links to SAP R/3 objects.. SAP. SAP Only. Internal. Use. Partner. 36. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(45) PLM510. Lesson: Project Definition and Phases. Exercise 3: Project Definition and Phases Exercise Objectives. Business Example. Partner. Task:. Call your project PLM-##, whereby ## corresponds to your group number. Assign the project to your favorites afterwards.. 3.. Enter the fixed end of the project in one year and enter a description.. Internal. SAP Use. 2.. 4.. Under the phase “Project Management,” enter another phase “Detailed Planning”. Under the phase “Integration&Approval Test,” enter another phase “Support for Validation”. Each of these two phases has a duration of 60 days.. 5.. Save the project.. 28-06-2005. © 2005 SAP AG. All rights reserved.. 37. Only. Create a project from a template. Choose the project type development project IDES and project template TEMP-101. Explode the checklist references.. Partner. 1.. SAP. In the task you will create a project using a template and then add additional phases and enter details.. Use. Your enterprise plans to develop a new product. You are thus supposed to plan an execute a project. It should be possible to trace the development of the product in reporting at any time. Usually, your company develops new products step-by-step. Every step is followed by an approval. Otherwise, the next step cannot be commenced. In cProjects, you can structure your development project in different phases. Every step of your product development can correspond to a phase in cProjects.. Internal. Only. After completing this exercise, you will be able to: • Create and edit project definitions using templates • Create phases • Edit phases.
(46) Unit 3: Master Data and Templates. PLM510. Solution 3: Project Definition and Phases Task: In the task you will create a project using a template and then add additional phases and enter details. 1.. Create a project from a template. Choose the project type development project IDES and project template TEMP-101. Explode the checklist references.. Call your project PLM-##, whereby ## corresponds to your group number. Assign the project to your favorites afterwards.. Only. a). In the Numbers field, enter the number of your project. Following that, choose the link Add to Favorites.. SAP. 3.. Enter the fixed end of the project in one year and enter a description.. Use. Under the phase “Project Management,” enter another phase “Detailed Planning”. Under the phase “Integration&Approval Test,” enter another phase “Support for Validation”. Each of these two phases has a duration of 60 days. a). 5.. Save the project. a). 38. In the navigation area, click on the “Project Management” phase and choose the Create link. In the “Description” field, enter the text “Detailed Planning”. Enter the respective duration in the “Duration” field. Proceed analogously to create the second phase. Choose the Save link.. © 2005 SAP AG. All rights reserved.. 28-06-2005. Only. Internal. 4.. In the Fixed End field, enter a year from today. Enter a text in the Description field.. Partner. a). SAP. Hint: The link Add to Favorites is not always visible. It is on the right of the Scheduling link. If necessary, choose the Expand link first.. Use. Partner. 2.. Then, based on the cProjects start page, choose the Projects link followed by the Create tab page. Enter the project type development project IDES and choose project template TEMP-101. Set the Explode Checklist References indicator and choose Continue. Internal. a).
(47) PLM510. Lesson: Project Definition and Phases. Lesson Summary You should now be able to: • Create and edit project definitions using templates • Create phases • Edit phases. •. Internal. Only. Related Information For more information, refer to the SAP Help Portal: help.sap.com •. Refer to the SAP Service Marketplace for further information:. Use. Partner. service.sap.com. SAP. SAP Only. Internal. Use. Partner. 28-06-2005. © 2005 SAP AG. All rights reserved.. 39.
(48) Unit 3: Master Data and Templates. PLM510. Lesson: Checklists and Checklist Items Lesson Overview This lesson provides an overview of the functions of checklists and checklist items and their maintenance.. Lesson Objectives. Only. Create and maintain checklists Create checklists by means of checklist references Create and maintain checklist items. Business Example. SAP. Checklists. Use. A checklist is mainly a frame for summarizing checklist items. Key information is stored in checklist items. Therefore, the actual checklist contains only little data. In the basic data, the only things that are stored are: a name, a description, the status and a responsible role. The status management of checklists is discussed in the “Execution” chapter.. 40. © 2005 SAP AG. All rights reserved.. 28-06-2005. Only. Internal. The “Checklists” figure shows a screenshot of the basic data maintenance of a checklist. In the navigation area, a checklist is symbolized by a square. It is identified by a 24 character, alphanumeric number.. Partner. Checklists are lists with items that have to be processed. They ensure that all important aspects of a project or phase are taken into account. Checklists are thus assigned to the third hierarchy level of a project. Several checklists can be assigned to one phase.. SAP. Until now, you have structured your development project using a project definition and phases. Clearly defined transitions from one phase to the next are still missing. How can you ensure that everything required for a product development phase has been done? You can document the required activities of a phase by means of checklists that can in turn contain individual checklist items.. Use. Partner. • • •. Internal. After completing this lesson, you will be able to:.
(49) PLM510. Lesson: Checklists and Checklist Items. Use. Partner. Only. Internal. Figure 15: Checklists. SAP. Checklist Items. The “Checklist Items” figure shows a screenshot of the basic data maintenance of a checklist item. In the navigation area, a checklist item is symbolized by a rhombus. It is identified by a 24 character, alphanumeric number. On the basic data screen, you can enter a sort number for the checklist item. It numbers the order in which the checklist items of a checklist are listed in the navigation area in ascending order. cProjects usually assigns numbers in increments of 10. However, the sort number can also be adjusted manually.. 28-06-2005. © 2005 SAP AG. All rights reserved.. 41. Only. Internal. The items within the checklist are called checklist items. Checklist items reflect important requirements that must be met in order to be able to achieve the project goal. People involved in the project check them off as soon as they are done. Checklists items are thus assigned to the fourth hierarchy level of a project.. Partner. Use. Checklists can be supplemented with additional objects. These include assigned documents, assigned collaborations and object links.. SAP. The basic data also includes the checklist type. It is a Customizing profile. The profile is required for the “release” of the checklist, but it does not have a controlling function beyond that..
(50) Unit 3: Master Data and Templates. PLM510. SAP Use. Only. Internal. There are no dedicated profiles for controlling checklist items in Customizing.. Partner. On the “Additional Data” tab page, data is stored that might be relevant for an approval or confirmation of a checklist item. Details are discussed in the “Execution” chapter. The other tab pages allow the assignment of documents, collaborations and object links.. SAP. Furthermore, the basic data screen contains the usual data such a name, description, and responsible role. In the “dates” section, a single date can be stored. As a checklist item is also a point from a time perspective, it does not have a duration and thus no start either.. Use. Partner. Only. Internal. Figure 16: Checklist Items. 42. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(51) PLM510. Lesson: Checklists and Checklist Items. Exercise 4: Checklists and Checklist Items Exercise Objectives. Business Example. Partner. Task:. Use. Until now, you have structured your development project using a project definition and phases. Clearly defined transitions from one phase to the next are still missing. How can you ensure that everything required for a product development phase has been done? You can document the required activities of a phase by means of checklists that can in turn contain individual checklist items.. Internal. Only. After completing this exercise, you will be able to: • Create and maintain checklists • Create checklists by means of checklist references • Create and maintain checklist items. 2.. For the new checklist, create three checklist items: “Review Specification”, “Review Define Requirements,” and “Terminology”.. 3.. Create another checklist for the“Detailed Planning” phase. Use the checklist reference “Project_Set_Up” as the template and explode your checklist reference. Save your project.. Only. Internal. Use. Create a checklist called “Checklist Specification” for the “Detailed Planning” phase.. Partner. 1.. SAP. SAP. In this task, you will create and edit several checklists with several check list items.. 28-06-2005. © 2005 SAP AG. All rights reserved.. 43.
(52) Unit 3: Master Data and Templates. PLM510. Solution 4: Checklists and Checklist Items Task: In this task, you will create and edit several checklists with several check list items. 1.. Create a checklist called “Checklist Specification” for the “Detailed Planning” phase.. For the new checklist, create three checklist items: “Review Specification”, “Review Define Requirements,” and “Terminology”. a). Create another checklist for the“Detailed Planning” phase. Use the checklist reference “Project_Set_Up” as the template and explode your checklist reference. Save your project.. Only. Internal. Select the “Detailed Planning” phase, choose the “Checklist Reference” item from the dropdown menu and choose Create. In the detail screen, enter the number of the checklist template: “PROJECT_SET_UP” and choose Continue. Then choose Explode Checklist and save your project with Save.. Partner. Use. a). SAP. SAP. 3.. Select the new checklist and choose the “Checklist Item” entry from the dropdown list. Then choose Create three times to generate three checklist items. Enter the name “Review Specification” or “Review Define Requirements” or “Terminology” in the respective checklist item.. Use. Partner. 2.. Open your project and select the “Detailed Planning” phase. In the dropdown list, choose the “Checklist” entry followed by Create. Enter “Checklist Specification” as the name.. Internal. Only. a). 44. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(53) PLM510. Lesson: Checklists and Checklist Items. Lesson Summary You should now be able to: • Create and maintain checklists • Create checklists by means of checklist references • Create and maintain checklist items. Use. Partner. Only. Internal. SAP. SAP Only. Internal. Use. Partner. 28-06-2005. © 2005 SAP AG. All rights reserved.. 45.
(54) Unit 3: Master Data and Templates. PLM510. Lesson: Tasks and Subtasks Lesson Overview This lesson introduces the tasks and subtasks for the additional subdivision of your projects in cProjects. Tasks and subtasks are relevant for estimating the effort and assigning resources. They are thus discussed in more detail in later lessons.. Only. Internal. Lesson Objectives After completing this lesson, you will be able to: Describe the functions of tasks Create and process tasks Create and process subtasks. Business Example. SAP Use. However, tasks are not only elements of a hierarchy, they can also describe time dependencies. The time sequence of tasks can be used to describe the processing order of the tasks. Several tasks can thus be arranged into a network-type structure. The arrangement of the tasks is the basis for scheduling the tasks. The arrangements are described by a separate tab page for the task. The “Tasks” figure shows a screenshot of the basic data maintenance of a task. The “Name” field serves to provide a brief description of the tasks. You can use the “Description” section for a more detailed description. The sort number specifies the display order within the navigation area. It has digits and is numeric. You specify the duration oft the task in the “Dates” section. The duration and the arrangements are used for scheduling the tasks. For details on scheduling, refer to the “Planning” chapter.. 46. © 2005 SAP AG. All rights reserved.. 28-06-2005. Only. Internal. Tasks are used for entering and structuring the required processing steps for executing projects. They are either assigned to phases or checklist items. Tasks are thus either assigned at the third of fifth hierarchy level of project. In the navigation area, tasks are depicted as circles.. Partner. Tasks. SAP. In the development project you are supervising, the expense for activities is to be planned. Coordination activities will probably require about 50 hours of work, another 80 hours are expected to be required for the specification, and another 300 hours for the actual development. In cProjects, you can use tasks and subtasks to store this type of information in a structured way.. Use. Partner. • • •.
(55) PLM510. Lesson: Tasks and Subtasks. The task type is entered on the basic data screen. The task type is maintained in Customizing. However, it is only for information purposes and does not control anything.. Use Internal. Subtasks Subtasks are used for entering and structuring the required processing steps for executing projects, just like tasks. However, subtasks are assigned to a task. Work that is planned in a subtask is added to the work of the superordinate task. The “Subtasks” figure shows a screenshot of the basic data maintenance of a subtask. The basic data screen of a subtask is identical to that of a task. You only notice the subordinate hierarchy level of the subtask in the navigation area.. 28-06-2005. © 2005 SAP AG. All rights reserved.. 47. Only. Just like for other project objects, you can assign documents, collaborations, and object links to SAP R/3 objects to tasks. In addition to that, however, you can assign several project roles that are involved in carrying out the task. If necessary, you can enter the qualifications required for completing the task on another tab page.. Partner. Another tab page “Additional Data” contains information on the planned work and on confirmation dates of the tasks. You store the planned effort in the “Advanced” section. You also enter whether a task has to be completed before the respective phase can be accepted. The actual start and end as well as the degree of processing are documented in the “Confirmation” section. For details, refer to the “Execution” chapter.. SAP. SAP. Use. Partner. Only. Internal. Figure 17: Tasks.
(56) Unit 3: Master Data and Templates. PLM510. SAP. Just like task, subtasks can be subdivided by subtasks. You could create a subtask for the subtask for the subtask and so on.. SAP. You can assign several subtasks AS1, AS2 and so on to task A. Based on arrangements, there can be time dependencies between these subtasks AS1 and AS2. However, there are no arrangements with other tasks B or subtasks BS1, which are assigned to task B.. Use. Partner. Only. Internal. Figure 18: Subtasks. Only. Internal. Use. Partner. 48. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(57) PLM510. Lesson: Tasks and Subtasks. Exercise 5: Tasks and Subtasks Exercise Objectives. Business Example. Partner. Task:. SAP Use. 2.. For the “Support for Validation” phase, create a task called “Support”.. 3.. Create two subtasks for the “Set up Project Plan & Team” task. Call the subtasks “Set up Project Plan” and “Set up Project Team”. Then save your project.. Only. Internal. For the “Detailed Planning” phase, create four tasks called “Set up Project Plan & Team”, “Specification”, “Quality Planning,” and “Q-Gate P2D”.. Partner. 1.. SAP. In the exercise, you will create tasks and subtasks for the newly created phases in order to subdivide the project further.. Use. In the development project you are supervising, the expense for activities is to be planned. Coordination activities will probably require about 50 hours of work, another 80 hours are expected to be required for the specification, and another 300 hours for the actual development. In cProjects, you can use tasks and subtasks to store this type of information in a structured way.. Internal. Only. After completing this exercise, you will be able to: • Describe the functions of tasks • Create and process tasks • Create and process subtasks. 28-06-2005. © 2005 SAP AG. All rights reserved.. 49.
(58) Unit 3: Master Data and Templates. PLM510. Solution 5: Tasks and Subtasks Task: In the exercise, you will create tasks and subtasks for the newly created phases in order to subdivide the project further. 1.. For the “Detailed Planning” phase, create four tasks called “Set up Project Plan & Team”, “Specification”, “Quality Planning,” and “Q-Gate P2D”.. Only. For the “Support for Validation” phase, create a task called “Support”. a). 3.. Create two subtasks for the “Set up Project Plan & Team” task. Call the subtasks “Set up Project Plan” and “Set up Project Team”. Then save your project. a). Within the “Detailed Planning” phase, select the “Set up Project Plan & Team” task. Choose the “Subordinate Task” entry from the dropdown list and create your first subtask. Call the subtask “Set up Project Plan”. Following that, select the “Set up Project Plan & Team” task again and create the second task “Set up Project Team” analogously. Choose the Save link to save your project.. SAP. SAP. Select the “Support for Validation” phase and create the “Support” task analogous to the previous exercise.. Use. Partner. 2.. Open your project if necessary. Select the “Detailed Planning” phase and choose the “Task” entry from the dropdown list. Choose Create four times to create four tasks. Then enter a name for each task in its Name field.. Internal. a). Only. Internal. Use. Partner. 50. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(59) PLM510. Lesson: Tasks and Subtasks. Lesson Summary You should now be able to: • Describe the functions of tasks • Create and process tasks • Create and process subtasks. •. Internal. Only. Related Information For additional help, refer to the SAP Help Portal: help.sap.com •. Refer to the SAP Service Marketplace for further information:. Use. Partner. service.sap.com. SAP. SAP Only. Internal. Use. Partner. 28-06-2005. © 2005 SAP AG. All rights reserved.. 51.
(60) Unit 3: Master Data and Templates. PLM510. Lesson: Templates Lesson Overview This lesson provides an overview of project templates and checklist templates. Furthermore, it provides a brief overview of the most important settings (Customizing) that are connected to structuring projects.. Only. Internal. Lesson Objectives After completing this lesson, you will be able to: Use and maintain project templates Use and maintain project checklist templates Name the most important tables in the Customizing of cProjects. Business Example. • • • •. Only. SAP Internal. When you execute projects, you have to observe externally specified structures such as norms or general rules on the one hand, and internal standards such as documented procedure or regulations on the other hand. In order to meet these requirements, you can create templates that you can keep reusing when you create operational projects. This enables you to standardize you projects more. Templates facilitate the creation of operational structures and reduce errors in the maintenance of the structures. cProjects has four different types of templates:. Partner. Use. Templates. Project template Checklist template Document template Control plan template. The “templates” figure shows a screenshot of the initial screen for editing templates. The four different types of templates are highlighted.. 52. SAP. In your enterprise, new developments of products are always done in a similar way. The projects have a similar structure. In order to reduce the processing effort for project maintenance and to establish uniform process at the same time, you should familiarize yourself with the use of project templates.. Use. Partner. • • •. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(61) PLM510. Lesson: Templates. Use. Partner. Only. Internal. Figure 19: Project Templates. SAP. SAP. In the following sections, this lesson deals with project templates and checklist references.. Project Templates. Use. The status management of project templates is significantly simpler than that of operational projects. Only the project definition has a status, which decides on the use of the template as a whole. A template can only be used as a template if it has been released. Other statuses are “Locked”, “Obsolete” and “Flagged for archiving”. You can already maintain authorizations in project templates. However, you should consider the fact that the authorizations that you enter for templates are only authorization templates. That is, they are not used for the authorization check in the template but only for the authorization check in the operational project. When you create an operation project from a template, they are copied into the operational project.. 28-06-2005. © 2005 SAP AG. All rights reserved.. 53. Only. Internal. Templates do not contain all fields that you find when you create an operation project either, for example, they do not contain fixed dates.. Partner. Project templates are used as templates for creating operational projects. It basically contains all project elements that can be included in operational projects. In particular, the include a project definition, phases, tasks, and subtasks. However, it is not possible to create a checklist within a project template. References to checklist templates are created instead..
(62) Unit 3: Master Data and Templates. PLM510. Project templates can, in turn, be created from templates. You can use other project templates or operational projects as templates.. Checklist Templates. Only. Use. The “Checklist Templates” figure shows a screenshot of the basic data maintenance of a checklist template. It does not contain all fields that you find when you create an operational checklist as you do not require any operational data such as fixed dates in a template.. Internal. A checklist template consists of a checklist, including checklist items and activities. Status management only exists for the actual checklist, that is, only on the top hierarchy level of the checklist template. Status management is structured in the same way as for project templates.. Partner. Checklist templates are copy templates for checklists. They are either integrated into operational projects or project templates or referenced. In operational projects, these references are exploded so that not only the checklist can be edited but also the checklist items and tasks contained therein.. SAP. SAP. Hint: When you explode checklist references, the system creates the project roles from the checklist template anew by default. This happens even when there are roles with the same project type and name already. You can use “Use project roles” to decide that already existing project roles are not created again by means of the checklist template. If a clear assignment is possible, the system assigns the existing project roles to the project elements of the checklist template instead.. 54. © 2005 SAP AG. All rights reserved.. 28-06-2005. Only. Internal. Use. Partner. Figure 20: Checklist Templates.
(63) PLM510. Lesson: Templates. Settings The “Settings in Customizing” figure shows a screenshot from the Customizing of cProjects. The profiles required so far are maintained together in the structure section. Of the profiles that have been listed, only the profiles “Project Type” and “Phase Type” control the procedure of the operational project. For details on the profiles, refer to the corresponding lessons.. SAP. SAP. Use. Partner. Only. Internal. Figure 21: Settings in Customizing. Only. Internal. Use. Partner. 28-06-2005. © 2005 SAP AG. All rights reserved.. 55.
(64) Unit 3: Master Data and Templates. PLM510. Use. Partner. Only. Internal. SAP. SAP Only. Internal. Use. Partner. 56. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(65) PLM510. Lesson: Templates. Exercise 6: Templates Exercise Objectives After completing this exercise, you will be able to: • Use project templates • Use checklist templates. Only Partner. In your enterprise, new developments of products are always done in a similar way. The projects for new developments all have a similar structure. In order to reduce the processing effort for project maintenance and to establish uniform process at the same time, you should familiarize yourself with the use of project templates.. Use. Task: In the exercise, you will analyze a project template and answer some questions on the template. 1.. Internal. Business Example. Open the project templates TEMP-100 in display mode.. SAP. SAP Only. Internal. Use. Partner. Continued on next page. 28-06-2005. © 2005 SAP AG. All rights reserved.. 57.
(66) Unit 3: Master Data and Templates. 3.. Does the template contain checklist items?. 4.. Can you assign a start date to the project definition?. Use. Partner. Only. How many phases does the template contain?. Internal. 2.. PLM510. SAP. SAP Only. Internal. Use. Partner. 58. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(67) PLM510. Lesson: Templates. Solution 6: Templates Task: In the exercise, you will analyze a project template and answer some questions on the template. 1.. Open the project templates TEMP-100 in display mode.. 2.. Choose the Templates link, enter the number of the project template and choose Continue. If the project is not open in display mode anyway, choose the Display/Change link.. How many phases does the template contain?. 3.. Does the template contain checklist items? Answer: No, but it contains references to checklist items.. 4.. Can you assign a start date to the project definition?. SAP. SAP. Answer: No, but that is not a problem as you are dealing with a template. Of course, you can enter a start date for projects that are created from this template. You can specify a project calendar in the project definition of the template.. Use. Partner. Answer: The project template contains six phases.. Internal. Only. a). Only. Internal. Use. Partner. 28-06-2005. © 2005 SAP AG. All rights reserved.. 59.
(68) Unit 3: Master Data and Templates. PLM510. Lesson Summary You should now be able to: • Use and maintain project templates • Use and maintain project checklist templates • Name the most important tables in the Customizing of cProjects. Use. Partner. Only. Internal. SAP. SAP Only. Internal. Use. Partner. 60. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(69) PLM510. Unit Summary. Unit Summary. Use. Only Partner. Internal. You should now be able to: • Create and edit project definitions using templates • Create phases • Edit phases • Create and maintain checklists • Create checklists by means of checklist references • Create and maintain checklist items • Describe the functions of tasks • Create and process tasks • Create and process subtasks • Use and maintain project templates • Use and maintain project checklist templates • Name the most important tables in the Customizing of cProjects. SAP. SAP Only. Internal. Use. Partner. 28-06-2005. © 2005 SAP AG. All rights reserved.. 61.
(70) Unit Summary. PLM510. Use. Partner. Only. Internal. SAP. SAP Only. Internal. Use. Partner. 62. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(71) PLM510. Test Your Knowledge. Test Your Knowledge. Use. Partner. Only. Internal. SAP. SAP Only. Internal. Use. Partner. 28-06-2005. © 2005 SAP AG. All rights reserved.. 63.
(72) Test Your Knowledge. PLM510. Answers. Use. Partner. Only. Internal. SAP. SAP Only. Internal. Use. Partner. 64. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(73) Unit 4 Unit Overview. Partner. This chapter provides an introduction to planning projects in cProjects. Here, the aspects of time scheduling, resource planning, and cost planning in the project and the issuing of authorizations are discussed in detail.. Use. Unit Objectives After completing this unit, you will be able to:. SAP Use. Partner. Unit Contents Lesson: Dates ........................................................................ 66 Exercise 7: Dates................................................................ 71 Lesson: Resources .................................................................. 75 Exercise 8: Resources.......................................................... 83 Lesson: Costs ........................................................................ 87 Exercise 9: Costs................................................................ 95 Lesson: Authorizations ............................................................. 100 Exercise 10: Authorizations ................................................... 105. 28-06-2005. © 2005 SAP AG. All rights reserved.. 65. Only. Internal. Create a time schedule using cProjects Name the different objects involved in time scheduling Edit the arrangement between tasks Plan resources in cProjects Assign roles to tasks and other objects in cProjects Fill roles with internal or external employees Carry out cost planning based on assigned resources Apply cost and revenue unit rates in cProjects Use the accounting integration of cProjects Name the different authorizations in cProjects Assign authorizations in cProjects. SAP. • • • • • • • • • • •. Internal. Only. Planning.
(74) Unit 4: Planning. PLM510. Lesson: Dates Lesson Overview This lesson provides an overview of the possibilities of time scheduling using cProjects. It illustrates the manual time scheduling as well as the automatic time scheduling of a project.. Only. Internal. Lesson Objectives After completing this lesson, you will be able to: Create a time schedule using cProjects Name the different objects involved in time scheduling Edit the arrangement between tasks. Business Example. SAP. Time Scheduling. Use. Only. Internal. Partner. A number of factors have to be taken into account when time scheduling projects. You have to stick to timeframes and also take into account time dependencies and confirmed times. The system supports top-down time scheduling in order to meet these requirements. The “Dates for the Project Objects” figure shows the hierarchy of the project objects and the dates that can be maintained for each individual object. For time scheduling, calendars are used that can be separately assigned to each project object. These factory calendars are set up in the Customizing of the SAP system.. SAP. You are responsible for the project management of the development of one of your company’s new products. You have already created the structure of your project in cProjects. Will you be able to successfully complete your project in time? Store the time dependencies between the individual parts of the project and schedule the project.. Use. Partner. • • •. 66. © 2005 SAP AG. All rights reserved.. 28-06-2005.
(75) Lesson: Dates. Internal. Partner. Only. PLM510. Figure 22: Dates for the Project Objects. Use. SAP. SAP. The graphical display of the project provides a good overview of the dates of the individual project objects. The figure “Graphical Display of Dates” shows a corresponding screenshot. In the graphical overview, critical dates are highlighted with a red frame.. Only. Internal. Use. Partner. Figure 23: Graphical Display of Dates. 28-06-2005. © 2005 SAP AG. All rights reserved.. 67.
(76) Unit 4: Planning. PLM510. In the “created” status, time scheduling happens automatically, that is, date-relevant changes lead to rescheduling in the background. However, if part of the project has been released, this part is only scheduled manually. The “Manual Time Scheduling” figure shows the corresponding pushbutton. Scheduling can only be done based on the project definition or based on a phase.. SAP. SAP. Use. Partner. Only. Internal. Planned dates for the phases depend on the requirements of the project definition and the order of the phases. Each phase has a duration that is considered in time scheduling. Phases usually succeed each other. The dates of the phases are independent of the dates of the subordinate tasks, checklists and checklist items. Hint: Due to manually entered “fixed dates”, phases can also overlap time-wise. However, this leads to warning messages. In time scheduling, “fixed dates” generally have a higher priority than calculated dates.. 68. © 2005 SAP AG. All rights reserved.. 28-06-2005. Only. Internal. There is a fixed start date at the project definition level. If it is not specified, cProjects sets it to the current date. The system calculates from this date forward and determines the “earliest dates” for the project. The “calculated finish” for the project definition is determined from this calculation if no “fixed finish” is specified. Backwards planning starts from the “earliest finish” of the last phase. The result of backwards planning determines the calculated start of the project definition.. Partner. Use. Figure 24: Manual Time Scheduling.
(77) PLM510. Lesson: Dates. First of all, the dates of tasks depend on whether the tasks are assigned to a phase, a checklist item, or a task. Dates of tasks within a phase are calculated starting from the dates of the phase under consideration of their links, duration and, if applicable, actual dates. The dates of a task of a checklist item are calculated based on the dates of the phase to which the checklist item belongs. The dates of subordinate tasks are calculated based on the dates of the superordinate tasks.. Only. Use. Partner. Hint: There can only be arrangements between tasks that belong to the same phase or are assigned to the same checklist item or that are assigned to the same superordinate task.. Internal. Furthermore, the dates of tasks depend on the duration of the respective tasks and their arrangements with other tasks. As before, fixed dates have a higher priority than calculated dates. The “Arrangement of Tasks” figure shows a screenshot of the processing of arrangements of a task. Arrangements can depict a predecessor or successor relationship and can be given positive or negative time intervals.. SAP. SAP Only. Internal. Use. Partner. Figure 25: Arrangements of Tasks. Checklist items do not have a time span. They do not have a duration or a start date. Checklist items only have finish dates. The finish dates of the checklist items are determined from the latest finish date of the assigned tasks or, if no tasks have been assigned, from the finish date of the phase.. 28-06-2005. © 2005 SAP AG. All rights reserved.. 69.
(78) Unit 4: Planning. PLM510. Use. Partner. Only. Internal. SAP. SAP Only. Internal. Use. Partner. 70. © 2005 SAP AG. All rights reserved.. 28-06-2005.
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