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SAP University Alliances North America Introduction to SAP Using GBI . Tom Wilder Department of Business Information Systems California State University, Chico 2014. Influence Next-Gen Leaders. Introduction to Global Bike Inc. A Data Set for the SAP UA Program. SAP University Alliances

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sap university alliances north america introduction to sap using gbi
SAP University Alliances North AmericaIntroduction to SAP Using GBI

Tom Wilder

Department of Business Information Systems

California State University, Chico 2014

Influence Next-Gen Leaders

introduction to global bike inc a data set for the sap ua program

Introduction to Global Bike Inc.A Data Set for the SAP UA Program

SAP University Alliances

On-line Workshop

Instructor Tom Wilder

Abstract

This workshop will guide UA faculty members through the Global Bike Inc. data set.

Session 4

Human Capital Management (HCM)

Product

SAP ERP 6.0 EhP4

Level

Beginner

Focus

Cross-functional integration

SD, MM, PP, FI, CO, HCM

intro to gbi workshop overview
Intro to GBI Workshop Overview

Introduction to SAP ~ Covered in the Introduction Course

Navigation ~ Covered in the Introduction Course

Introduction to GBI ~ Covered in Session 1

Sales & Distribution ~ Covered in Session 1

Materials Management ~ Covered in Session 2

Production Planning ~ Covered in Session 2

Financial Accounting ~ Covered in Session 3

Controlling ~ Covered in Session 3

Human Capital Management ~ Covered in Session 4

Warehouse Management ~ Covered in Session 4

Project Systems ~ Overview in Session 4

All sessions will have homework

human capital management hcm

Human Capital Management (HCM)

SAP University Alliances

Version 2.01

Authors Claudia Kroliczek

Mark Lehmann

Stefan Weidner

Product

SAP ERP 6.0 EhP4

Global Bike Inc.

Level

Beginner

Focus

Cross-functional integration Human Capital Management

course overview
Course Overview

Introduction to SAP

Navigation

Introduction to GBI

Sales & Distribution

Materials Management

Production Planning

Financial Accounting

Controlling

Human Capital Management

Warehouse Management

Project Systems

unit overview
Unit Overview

HCM Organizational Structure

HCM Master Data

HCM Processes

Organizational Management

Personnel Administration

hcm organizational structure
HCM Organizational Structure

Represents the structural and personnel organization of a company

Consists of organizational units

Illustrates the organizational structures and hierarchies

Illustrates an employees responsibilities

Is a precondition of various personnel processes’ implementation

Consists of three parts:

Enterprise Structure

Personnel Structure

Organizational Plan

hcm enterprise structure
HCM Enterprise Structure
  • Enterprise Structure
    • Represents formal and financial structures in a company
    • Each employee needs to be assigned to an enterprise structure.
    • Basically consists of company code, personnel area, and personnel subarea
    • Client
      • An independent environment in the system
    • Company Code
      • Smallest org unit for which you can maintain a legal set of books
    • Personnel Area
      • Represents a company area differentiated between personnel administrative, time management, and extensive organizational aspects
    • Personnel Subarea
      • Represents part of a personnel area
      • Represents a company area differentiated between personnel administration, time management, and payroll accounting aspects
gbi 2 0 enterprise structure for hcm
GBI 2.0 Enterprise Structure for HCM

Global Bike Group

Client

Global Bike US

Global Bike Germany

Company

Code

Personnel

Area

GBI Hamburg

GBI Heidelberg

GBI Dallas

GBI Miami

GBI San Diego

Sales

Executives

Executives

Sales

Sales

Finance

Purchasing

Finance

Purchasing

MM

Personnel

Subarea

HR

HR

MM

MM

IT

MM

MM

Purchasing

Purchasing

Production

Production

hcm personnel structure
HCM Personnel Structure
  • Personnel Structure
    • Describes an employee’s position within the company
    • Is defined by employee group and employee subgroup
    • Employee Group
      • Organizational unit for which personnel related regulations can be specified
      • Examples:
        • Active employees
        • External
        • Retirees
    • Employee Subgroup
      • Organizational unit within the employee group, for which personnel related regulations are specified
      • Examples:
        • Industrial employees
        • Commercial clerks
        • Laboratory assistants
hcm personnel structure1
HCM Personnel Structure

Employee Group

Active

External

Retiree

Employee

Internal

Trainee

EmployeeSubgroup

hcm organizational plan
HCM Organizational Plan
  • Organizational Plan
    • Describes in which function an employee is acting
    • Is object-oriented, i.e. each element is represented by an object
    • Objects can be assigned to each other
    • Organizational Unit
      • Can be grouped according to functional and regional aspects.
    • Position
      • Are assigned to organizational units and filled by employees
      • Example: Position accounting clerk in the Accounting Department
    • Person
      • Are employees and fill positions
    • Cost Center
      • originate from Controlling and can be linked with positions or organizational units
    • Job
      • General description of tasks which an employee should perform
      • Are assigned to positions
      • Example: Position Head of Department
hcm organizational plan1
HCM Organizational Plan

Cost Center

Organizational Unit

Job

Position

Person

Assignment

Assignment (optional)

gbi 2 0 enterprise structure in sap erp hcm us
GBI 2.0 Enterprise Structure in SAP ERP HCM (US)

Employee Group 9External

90

Junior Consultant

91

Senior Consultant

Employee Group 2Retiree

20

Pensioner

21

Honorary

MM00 Materials Management

SD00 Sales and Distribution

MM00 Materials Management

Employee Group 1Active

HR00 Human Resources

SD00 Sales and Distribution

10

Intern

11

Hourly Wage

12

Salary scale

13

Executive

Employee

Subgroup

MM00 Materials Management

IT00 IT

PU00 Purchasing

PP00 Production

PU00 Purchasing

FI00 Finance

Executives

EX00

Personnel Subarea

SD00

Miami MI00

Personnel Area Dallas DL00

Company Code US00

Client GBI

gbi 2 0 enterprise structure in sap erp hcm de
GBI 2.0 Enterprise Structure in SAP ERP HCM (DE)

Employee Group 9External

90

Junior Consultant

91

Senior Consultant

Employee Group 2Retiree

20

Pensioner

21

Honorary

MM00 Materials Management

SD00 Sales and Distribution

Employee Group 1Active

HR00 Human Resources

10

Intern

11

Hourly Wage

12

Salary scale

13

Executive

Employee

Subgroup

MM00 Materials Management

PP00 Production

PU00 Purchasing

PU00 Purchasing

FI00 Finance

Executives

EX00

Personnel Subarea

Hamburg HH00

Pers. Area Heidelberg HD00

Company Code DE00

Client GBI

hcm master data
HCM Master Data

Personnel number

Is used in SAP as a central identifier for an employee

Can comprise by up to eight digits

Can be assigned either by the system or manually

All employee data available in the system are identified on the basis of the personnel number.

Personnel no.

64751511

Expenses results

Travel expenses

Expenses

May 2010

Expenses

June 2010

Travel expenses

April 2010

hcm master data1
HCM Master Data

Reference Personnel Number

Helps to map different contractual relationships

Creates an existing employee newly in the system with a new personnel number

The old personnel number serves as a reference personnel number.

Certain data can be copied and assigned to the new number.

In the case of concurrent employment, the employee is identified through a person ID.

Person ID

155486211

Personnel number

64751511

Reference

Personnel number

47116550

Employee in

personnel area

DL00 Dallas

Project Manager in

personnel area

MI00 Miami

hcm master data2
HCM Master Data

Infotypes

HR master data are structured in infotypes.

Collections of data fields that are logically linked

To process employee data in an effective structure in accordance with business requirements

Each infotype has an explicit four-digit ID, e.g. infotype Addresses 0006.

An infotype can have sub types, which represent a sub variant of the infotype.

Sub type 0100

Vacation

Infotype 2001

Absence

Sub type 0220

Health resort

Sub type 0601

Parental leave

time constraints of infotypes
Time Constraints of Infotypes

Time constraint 1 e.g. permanent residence

Time constraint 2 e.g. husband

Time constraint 3 e.g. secondary residence

maintenance of infotype
Maintenance of Infotype

Infotypes can be maintained in three different ways:

Single infotype maintenance

Fast entry

Personnel action

hcm processes
HCM Processes
  • Organizational Management
    • Model the organizational structure of your enterprise
    • Create, change and delimit organizational units
    • Create, change and delimit jobs
    • Create, change and delimit positions
    • Analyze an organizational unit to define

workforce requirements and personnel cost planning

    • Create further organizational units for planning

scenarios or simulations

hcm processes personnel administration
HCM Processes - Personnel Administration
  • Creating and maintaining personnel master data
  • Plausibility checks
    • may be performed to detect errors
    • prevent the transfer of incorrect data
  • Automatic history
    • is created when changing master data
    • may be used for reporting and the verification of data integrity
  • Personnel administration sets the data basis for subsequent processes in Human Resource Management and reporting
hcm processes recruitment
HCM Processes - Recruitment
  • Recruitment, choice and setting of applicants
  • External recruitment
  • Internal recruitment
  • Developing a data base for applicants
  • Administration of vacant positions
recruitment organizational assignment
Recruitment - Organizational Assignment

Applicants are assigned to the elements of the applicant structure:

Applicant Group

Structures applicants according to the type of their employment relationship

Actives

Working students

Applicant Range

Specialist

Employees

Leading employees

Classifies applicants according to hierarchical or functional criteria

recruitment applicant data
Recruitment - Applicant Data

Maintaining applicant data can be done in infotypes with the help of the Initial Data Entry or Application Actions

Applicant action

Initial Data Entry

recruitment selection procedures

Selection Procedure for each Vacancy

Global Selection Procedure

Status of vacancy assignment

Overall status

Recruitment - Selection Procedures

In SAP HCM, two types of selection procedures are distinguished:

hcm processes personnel development
HCM Processes - Personnel Development
  • Advance qualifications of employees
  • Comparison: requirements of positions with qualifications of employees  profile matchup
  • identify further training need
  • Introduce development actions  Talent Management
  • Book training course  Training and Event Management
  • Arrange appraisals Performance Management
personnel development qualifications
Personnel Development - Qualifications
  • Qualifications can be connected to persons
  • Need to be attached with attributes
  • Can have a half-life period or a validity period
personnel development qualifications catalog

First aid

knowledge

System

Modelling

Work

security

Windows 95

Linux

Personnel Development - Qualifications Catalog
  • Qualifications are defined in the qualifications catalog
  • It can be maintained in Customizing
  • The structure may consist of qualification groups, classifying similar qualifications

Catalog

IT knowledge

Health and Security

Operating system

Data base

Qualification group

Qualification

personnel development requirements
Personnel Development - Requirements
  • Requirements can be attached to positions
  • Requirements are qualifications, knowledge and experiences
  • Requirements can be created with a characteristic
personnel development profile matchup

Position

Person

Requirements

Qualification

Personnel Development - Profile Matchup
  • With the help of the profile matchup, persons, positions and jobs can be compared to each other
  • The difference between the characteristic of a requirement and the characteristic of a qualification is determined
  • 3 results are possible:
    • Both characteristics are identical
    • The requirements are higher than the qualification (= under qualification)
    • The requirements are lower than the qualification (= over qualification)
hcm processes talent management
HCM Processes - Talent Management
  • Arrange Career Planning
  • Accomplish Succession Planning
  • Generate general Development Plans
  • Generate individual Development Plans
talent management career planning
Talent Management - Career Planning
  • Identify career goals
  • Plan career
  • Define and develop special stations of a career
    • job
    • position
    • Course of instruction
  • Career planning: comparing qualifications with requirements of one station of a career, e.g. job, position  Personnel decisions, courses of instruction, etc.
  • Derivate individual plans
talent management succession planning
Talent Management - Succession Planning
  • Assure continuity in personnel allocation for key positions
  • Per-active search for candidates to reallocate key positions
  • Well-directed preparation on adoption of following job
talent management development plans
Talent Management - Development Plans
  • Summarizing teaching and further education actions to procure special qualifications
  • Participation in instruction courses
  • Allocation of positions
  • Use in an organizational unit
  • Habitation in a location
hcm processes performance management
HCM Processes - Performance Management
  • Define objective setting between enterprise and employees
  • Evaluate benefit of employees  Feedback

 Have goals been achieved?

  • Supervise operative goals of employees
  • Adjust rebates
  • Goal: higher motivation and better benefits
performance management process of appraisal

Feedback

Perform Appraisal

Planning

Agree on goals

Compensation

Adjustment

Performance Management - Process of Appraisal
performance management status
Performance Management - Status
  • In order to display a performance feedback process, appraisals and objective settings may have different statuses.
    • In Preparation: an appraisal template has been created and provided with header data (e.g. appraiser, validity)
    • In Process: an appraisal has been given but it is not completed, the evaluation may still be changed
    • Completed: The appraisal is finished
    • Approved: The appraisal has been approved
    • Rejected: the appraisal has been rejected
performance management appraisal template
Performance Management - Appraisal Template
  • The Appraisal Template comprises different elements:
    • Formulas
    • Criteria groups
    • Criteria
    • Qualifications
hcm processes personnel controlling
HCM Processes - Personnel Controlling
  • Reports and Analysis
  • Evaluation of personnel data
  • Standard reports
  • Human Resource Information System
  • Manager‘s Desktop
  • Ad-hoc Query
  • Business Intelligence
personnel controlling standard reports
Personnel Controlling - Standard Reports

= predefined SAP requests with a unique design

Example: Birthday List

personnel controlling his
Personnel Controlling - HIS

The Human Resource Information System (HIS) enables the analysis on the basis of the organizational structure.

personnel controlling ad hoc query

Infoset

Payroll

Personnel Administration

IT 0001

IT 0006

IT 0007

Gross result

Optional data

Church tax

Choose selection fields

Choose output fields

Export ad-hoc query

Save ad-hoc query

Personnel Controlling - Ad-hoc Query

Ad-hoc Queries are a tool for analysing data from personnel management

gbi 2 1 updated
GBI 2.1 Updated
  • Now includes an Introductory to HCM Case and Exercise as well as an advanced Case and Exercise
  • Updated Power Point slides
  • Solution sets
  • You will need to run the Advanced GBI Preparations prior to running the Exercises or Case!
warehouse management wm

Warehouse Management (WM)

SAP University Alliances

Version 2.1

Author Stefan Weidner

Product

SAP ERP 6.0 EhP4

Global Bike Inc.

Level

Beginner

Focus

Cross-functional integration Warehouse Management

course overview1
Course Overview

Introduction to SAP

Navigation

Introduction to GBI

Sales & Distribution

Materials Management

Production Planning

Financial Accounting

Controlling

Human Capital Management

Warehouse Management

Project Systems

functionality
Functionality

Goods Receipt

Goods Issue

Picking

Packing

Shipping

unit overview1
Unit Overview

WM Organizational Structure

WM Master Data

WM Process Management and Control

wm organizational structure
WM Organizational Structure

Client

An independent environment in the system

Company Code

Smallest org unit for which you can maintain a legal set of books

Plant

Operating area or branch within a company

Manufacturing, distribution, purchasing or maintenance facility

Storage Location

An organizational unit allowing differentiation between the various stocks of a material in a plant

wm organizational structure1
WM Organizational Structure

Warehouse Number

Number that identifies a complex, physical warehouse structure within the warehouse management system

Storage Type

Subdivision of a complex, physical warehouse

Is identified by its warehousing technique, form of organization, or its function

Storage Section

Logical or physical subdivision of a storage type

Groups together a series of similar storage bins

Picking Area

Groups storage bins together from the standpoint of picking strategies

wm organizational structure2
WM Organizational Structure

Storage Bin

Smallest addressable unit in a warehouse, which identifies the exact location in the warehouse where goods can be stored

Warehouse door

Marks the point where the means of transport changes to an internal transportation

Allocation Zone

Temporary storage of goods, which have just arrived or will be shipped soon

Shipping Point

Is the part of the company responsible for the type of shipping, the necessary shipping materials and the means of transport

Transportation Planning Point

Place of planning and processing transportation activities

gbi 2 1 structure for warehouse management
GBI 2.1 Structure for Warehouse Management

Global Bike

Client

Global Bike Inc. US

Global Bike Inc. DE

Company Code

San Diego

Dallas

Miami

Plant

Storage Location

Finished Goods

Miscellaneous

Trading Goods

Warehouse Number

San Diego Warehouse

Storage Type

Shelf Storage

GR Area Ext.

Receipts

Pallet Storage

Shipping area

Deliveries

Stock Transfers

(Plant)

Storage Section

Total Section

Storage Bin

STBN-2-000

STBN-2-001

STBN-2-999

gbi 2 1 enterprise structure in sap erp logistics
GBI 2.1 Enterprise Structure in SAP ERP (Logistics)

Shipping Point

DL00

MI00

SD00

TO00

HD00

HH00

PE00

RM00

RM00

TG00

TG00

TG00

TG00

TG00

Storage

Location

FG00

FG00

SF00

FG00

SF00

FG00

FG00

MI00

MI00

FG00

MI00

FG00

MI00

MI00

MI00

MI00

Central Purchasing Organization (global) GL00

Purchasing Org. US00

CA00

PO DE00

AU00

Purchasing Group North America

N00

PGr Europe

E00

Asia

A00

Dallas

DL00

Miami

MI00

S. Diego

SD00

Toronto

TO00

Heidelb.

HD00

Hamburg

HH00

Plant

Perth

PE00

CC US00

CA00

CC DE00

AU00

Company Code

Client GBI

wm master data
WM Master Data

Storage Bin Master Data

Material Master Data

Hazard Master Data

Batch Master Data

storage bin master data
Storage Bin Master Data

Storage Bin Master Data

Two different organizational levels

Warehouse Level:All indicators and fields which are valid for the whole warehouse

Storage Type Level: All indicators which are only valid for specific storage types

Also includes Storage Bins and Quants

storage bin master data1
Storage Bin Master Data

Storage Bin

Smallest addressable unit in a warehouse

General Data

Warehouse

Storage type

Storage bin number

Storage Bin Data

Storage section

Picking area

Fire-containment section

Bin type

Max. weight

Status

Blocked for putaway

Stock removal block

Blocking reason

General Data

Storage Bin Data (WM)

Status (MM)

storage bin master data2
Storage Bin Master Data

Quant

Smallest addressable unit of measure for a material in SAP ERP

General Data

Material

Plant / Storage location

Batch

Warehouse

Storage type

Storage bin

Stock Data

Total stock

Available stock

Block Indicator

Block

Putaway/removal status

General Data

Stock Data (MM)

Blocking Indicator (MM)

material master data
Material Master Data

Material Master

Contains all the information a company needs to manage about a material

It is used by most components within the SAP system

Sales and Distribution

Materials Management

Production

Plant Maintenance

Accounting/Controlling

Quality Management

Material master data is stored in functional segments called Views

material master views
Material Master Views

Sales Data

Basic Data

Purchasing Data

Mat. Plan. Data

Material Master

Forecasting Data

Storage Data

Controlling Data

Quality Data

Accounting Data

material master
Material Master

General Information relevant for the entire organization:

Name Weight Unit of Measure

Client XXX

Sales specific information:

Delivering Plant Loading Grp

Storage Location specific information:

Stock Qty

Sales Org. UW00

Storage Loc. FG00

Sales Org. UE00

Storage Loc. TG00

hazard master data
Hazard Master Data

Storage area for hazardous materials

Flammable liquids

Toxic materials

Radioactive materials

General Data

Storage class

Water pollution class

Flash point

Aggregate state

Hazardous material warning

Hazardous substance number

batch master data
Batch Master Data

Subset of Material

homogeneous series of unreproducible units with an unique specification

Basic Data 1 & 2

Expiration date

Inspection date

Trading data

Administration data

Text data

Classification of Batch

Material data

wm process management and control
WM Process Management and Control

Transfer requirement (TR)

A request to transfer materials at a particular time from a source storage bin to a destination storage bin in a warehouse complex

Represents the expected and scheduled goods movements in WM

Generally generated by postings in the inventory management

Consists of transfer request header and line items

Posting change notice (PCN)

Generated by posting change processes in WM-administrated stocks

Functionality similar to transfer requests

Not necessarily combined with a physical goods movement

Transfer order (TO)

Central documents for WM

Every material movement requires a transfer order

No difference between real and logical movement

transfer order
Transfer Order

Creation of transfer order depends on preceding document

Transfer request

Posting change notice

Outbound delivery

Inbound delivery

Types of Transfer Order Creation

Manual (TR, PCN, material document)

Direct TO-Creation

Automatic TO-Creation

Manual (Delivery Monitor)

project management using sap project system sap project system overview

Project Management using SAP Project SystemSAP Project System Overview

SAP University Alliances

Version 1.0

Authors: Andres Diaz

Martin Wassmann

Tom Wilder

Abstract

Project Systems within SAP allows the management of projects with the ability to tie into other functional areas, including but not limited to FI, CO, SD, QM, and PM.

This course overviews the basics of Project Systems

Product

SAP ERP ECC 6.0

GBI and IDES

Level

Undergraduate

Beginner

Focus

PS

course overview2
Course Overview

Introduction to SAP

Navigation

Introduction to GBI

Sales & Distribution

Materials Management

Production Planning

Financial Accounting

Controlling

Human Capital Management

Warehouse Management

Project Systems

overview of sap project system module
Overview of SAP Project System module
  • Project Management has moved to the forefront of the business spectrum as a way to compete better, faster and cheaper
  • There are a lot of Project Management Software solutions available
  • Microsoft Project is an industry standard for general project management
  • SAP Project Systems has an advantage in large projects as it is integrated into the SAP ERP landscape
  • Projects can be tied to many of the SAP modules, including FI, CO, HCM (HR), PM, SD, QM, SM
  • There are some basic differences between SAP PS and MS Project
microsoft project
Microsoft Project
  • Benefits
    • Easy to use
    • Effective
    • Robust
    • Templates are available
    • Widely used
      • Constraints
    • Difficult with multi-users
    • Can have size limitations
    • Not fully integrated into the ERP System
sap project systems
SAP Project Systems
  • More comprehensive
  • Ties in multiple areas of the organization
  • Dependent on complete data
  • Works well in large projects
  • Can have a Microsoft Project component
overview of sap ps

Structure of SAP PS

Types of Projects

Components of the system

Field details

Multiple entry methods

Icon definitions

Required data

Using IDES

Using GBI

Overview of SAP PS
project types
Project Types
  • The hierarchical nature of PS allows for multiple project types.
    • Cost Projects
    • Investment Projects
    • Sales Projects
    • Maintenance Projects
    • And more
  • The nature of the project dictates which structure types are used
    • Work breakdown structure
    • Networks
structure of sap ps
Structure of SAP PS
  • Project Systems is designed in a Work Breakdown Structure (WBS) format
  • Hierarchical in nature, the WBS lends itself to easier budgeting
  • Typically the top level in the WBS is where the budget resides, with lower level having allocations
    • Controlling (Costing) is easily done in PS
slide78
WBS

Hierarchical Breakdown of the WBS

networks
Networks
  • A flow chart that graphically depicts the sequence, interdependencies, and start and finish times of the project tasks/activities
    • Provides the basis for scheduling labor and equipment
    • Provides an estimate of the project’s duration
    • Provides a basis for budgeting cash flow
    • Highlights activities that are “critical” and should not be delayed
    • Help managers get and stay on plan
    • AON format
    • Allows for ES/EF LS/LF
creating projects
Creating Projects
  • There are two methods to create a project within PS
  • Project Builder
    • Main method
    • Create WBS and/or Networks
  • Project Planning Board
    • Used to change project, however a project can be created here
project definition
Project Definition
  • The first step in creating a project is to create the Project Definition
  • 24 characters max.
  • You can search for next available
  • Control the structure using the Coding Mask
  • Specify a start and end date, or…
  • System will use current date
  • Can change that later
project profile
Project Profile
  • A Project Profile must be specified at the same time as the Project Definition
  • The Project Profile will set default values and control data for the project
  • You can add to the list of Project Profiles
project profile cont
Project Profile cont.
  • The Project Profile will populate the control data based on the selected profile
  • Once saved, the project definition is locked in with the project profile and cannot be changed
  • Control aspects, however, can be modified
coding mask
Coding Mask
  • Coding Masks are a way to identify project structures easily
  • The Mask ID’s should be created when Project Systems is first implemented
  • The Mask’s are based on keys
  • They are alpha numeric
  • You can create masks as long as an object does not exist for the key
  • You can lock for operative or standard structures, or no lock
responsibilities
Responsibilities
  • The Person Responsible is the employee number for the Person Responsible for the project.
  • The Applicant Number is the number for the Person applying for the project
  • Applicant can be someone who is not yet an employee of the company.
dates
Dates
  • Start date actual, end date actual, forecast start date and forecast end date
  • The factory calendar defines which days are available to work
  • Most of IDES development has been done in Germany, so you will see the German Calendar
  • GBI in the works, also done in Germany however has a US version
organization
Organization
  • Standard Org components are pre-defined by the Project Profile
  • Location is a subordinate entity in a plant, not the location of the project
  • Functional Area is required if you are using cost-of-sales accounting
  • Can also be required for Funds Management in Government
  • Notice that the currency cannot be changed once the project is defined
icons
Icons
  • Project
  • WBS Element
  • Network Overview
  • Network Activity
  • Milestone
  • PS Text
  • Material Component
more icons
More Icons
  • Display < - - > Change (SHFT F1)
  • Project Planning Board
  • Hierarchy Graphic
  • Mass Change
  • Easy Cost Planning
  • Conditions
project planning board
Project Planning Board
  • Gantt style layout
  • Project can be modified within the Project Planning Board
  • Icon intensive
  • Different from MS Project

Did you know that there are almost 1200 icons in SAP ERP 6.04? Use t-code ICON to see them all!

slide105

Services for Object

Move WBS Element Level Up / Down

Connect selected activities

Create

Copy

Edit Relationships

Adapt Time Scale

Position on Highlight

Scheduling Comparison

Adapt Graphic Area

Filter

Grouping

Sort Order

Highlight Object

Switch connect mode on/off

Zoom in on Graphic

Select all/ Deselect All

Milestone Trend Analysis

Schedule

Capacity Overview

Maintenance Orders

Confirm Activity

Calculate Costs

Predecessor / Successor

Detailed Information for Object

Cost Overview

Component Overview

System/User Status

Delete Object

Network Header

Legend

Options

Field Selection

Logs and Lists

Undo User Settings

Planning Board Assistant

Set of Dates / Views

Show All Hide All Dependant Objects

Time Scale Assistant

project builder hierarchy graphic view
Project Builder: Hierarchy Graphic View
  • Visual representation of the WBS for the project
  • Easy to see and/or set operatives for each element
  • Double click on element to edit properties
  • Create links between elements with graphic tools
  • Create new elements and set properties
operative indicators bill plan acas
Operative Indicators Bill, Plan, AcAs

Operative indicators are used to specify what tasks will be performed when the WBS element is executed.

Elements where you will plan costs are marked plan

Elements which have actual costs are flagged Account Assignment elements

Elements which you will post revenues are Billing elements.

last words
Last words…..
  • Get involved with the UA program!
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