BSNL
User Manual Project System Internal/General Civil Projects Reference Business Process No.BSNL_BBP_PS_Civil
Version:1.2
28.01.2014
User Manual:Title:Module Name:Business Process:-
PS_UTM_Civil_01 Project System Internal/General Civil Projects
Version Control Date
Version 0.1 0.2 1.0
1.1 1.2
Author Anand K Rajeev Sharma Rajesh Jain/Rajeev Sharma/ Anand K /Pawan Yadav Kuldeep Bidalia BSNL CORE TEAM
Change Description Draft Review Final Submission and agreement
Revised to accommodate FIT comments
z
The document has been prepared to be used by the following stake-holders: End Users Performing day to day transaction as per their roles and authorization in SAP System. Core Team –Directly involved in project and supporting various activities of project phases Business Process Owners – Respective business leaders, involved in validating the process design
IMP note: The information in this document is only meant to be a reference for ERP process configured as per the business process approved by BSNL management for Projects Systems Module and is not a complete description of the SAP product and its functionalities. Its main purpose is to serve as a reference document for user training and support.
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Course Overview SAP Project System supports comprehensive functions for planning, controlling and organizing all the activities carried out during the course of a project. It helps you manage your project structures, dates, costs, and resources throughout the entire project lifecycle. Course provides you with an overview of the functions in SAP Project System.
Target Audience This course is intended for the following audiences: Project managers Project team members Consultants
Course Prerequisites Knowledge of navigating SAP systems Basic knowledge of project management
Course Goals This course will prepare you to: Discuss the basic functions of SAP Project System for structuring, planning, executing, and monitoring projects
Course Objectives After completing this course, you will be able to: Use work breakdown structures, activities, and networks to structure projects Discuss aspects of planning dates, resources, materials, costs, and revenues Name the functions used for budgeting Explain aspects and processes used for executing projects Explain various period-end closing activities in Project Management Use reporting options for monitoring project data
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Table of Contents 1.
OPERATIVE PROJECT & WBS ................................................................................................................ 7
2.
SEND WBS FOR DETAILING BY USING NOTE SHEET .................................................................. 17
3.
READ NOTE SHEET RECEIVED IN THE SAP INBOX ...................................................................... 18
4.
CREATE & ASSIGN AND RELEASE PRELIMINARY ARCHITECTURAL DRAWINGS ............. 19
5.
ATTACH DOCUMENT TO WBS ELEMENTS ..................................................................................... 23
6. UPDATE THE PROJECT STATUS AS “PRELIMINARY DRAWING CREATED”, “MUNICIPAL DRG CRTD & SUB BY SSA”& “PRELIMINARY DRAWING APPROVED” .......................................... 24 7.
OPERATIVE NETWORK ........................................................................................................................ 27
8.
ASSIGN INTERNAL ACTIVITY ............................................................................................................ 31
9.
ASSIGN SERVICE ACTIVITY ............................................................................................................... 33
10.
ASSIGN GENERAL COST ACTIVITY .............................................................................................. 37
11.
RELATIONSHIP BETWEEN ACTIVITIES ....................................................................................... 40
12.
ATTACH MILESTONE TO ACTIVITY ............................................................................................. 41
13.
ATTACH MILESTONE TO A WBS ELEMENT ................................................................................ 43
14.
PROJECT SCHEDULING .................................................................................................................... 45
15.
UPDATE THE PROJECT STATUS AS PRELIMINARY ESTIMATE CREATED ......................... 46
16.
REVIEW PROJECT ESTIMATE CREATED ...................................................................................... 48
17.
UPDATE THE PROJECT STATUS TO PEFI ..................................................................................... 49
18.
CREATE & ASSIGN DETAILED ARCHITECTURAL DRAWINGS ............................................. 51
19.
SEND SAP WORKFLOW FOR THE TECHNICAL REVIEW .......................................................... 55
20. UPDATE THE PROJECT STATUS TO “MUNICIPAL APPROVAL RECEIVED” AND “DETAILED DRAWING CREATED” ........................................................................................................... 56 21.
RECEIVE MAIL THROUGH SAP WORKFLOW ............................................................................. 57
22.
LINK WBS ELEMENT TO INVESTMENT MANAGEMENT ......................................................... 59
23.
BUDGET DISTRIBUTION TO THE PROJECT ................................................................................ 61
24. UPDATE THE PROJECT STATUS TO PE APPROVED (AAES) BY APPROVING AUTHORITY (IT IS APPLICABLE FOR GENERAL CIVIL WORKS) ............................................................................... 61 25.
UPDATE THE PROJECT STATUS TO DETAIL ESTIMATE (DE) CREATED ............................. 63
26.
UPDATE THE PROJECT STATUS TO DETAIL ESTIMATE (DE) APPROVED .......................... 64
ZCW_MRJ ......................................................................................................................................................... 66 ZCW_MRA ........................................................................................................................................................ 67 Page 3 of 90
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27.
UPDATE THE SYSTEM STATUS OF A NETWORK TO RELEASED ........................................... 69
28.
UPDATE THE SYSTEM STATUS OF A WBS ELEMENT TO RELEASED ................................... 70
29.
ACTIVITY CONFIRMATION ............................................................................................................ 72
30.
MILESTONE CONFIRMATION ASSIGNED TO A WBS ELEMENT ........................................... 74
31.
MILESTONE CONFIRMATION ASSIGNED TO AN ACTIVITY ................................................. 75
32.
UPDATE THE PROJECT STATUS TO REVISION OF ESTIMATE ( IF REQUIRED) ................. 76
33.
UPDATE THE PROJECT STATUS TO “OFFERED FOR AT” ........................................................ 78
34.
UPDATE THE PROJECT STATUS TO READY FOR SETTLEMENT ............................................ 79
35.
UPDATE THE PROJECT STATUS TO AT DONE ........................................................................... 80
36.
UPDATE THE STATUS OF A WBS ELEMENT TO TECO (TECHNICALLY COMPLETE) ....... 81
37.
UPDATE THE STATUS OF NETWORK AS TECO (TECHNICALLY COMPLETED) ................ 82
38.
UPDATE THE PROJECT STATUS TO OFFERED FOR TAKING OVER ..................................... 83
39.
UPDATE THE PROJECT STATUS TO OFFERED FOR TAKEN OVER ........................................ 84
40.
SETTLEMENT OF ACTIVITIES ( FICO RELATED) ........................................................................ 85
41.
LINE ITEM SETTLEMENT OF WBS ELEMENT ( FICO RELATED) ............................................. 86
42.
UPDATE THE SYSTEM STATUS OF A WBS ELEMENT TO CLOSED........................................ 88
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OVERVIEW SAP Project System supports comprehensive business Process for Planning, Controlling & Organizing all the activities carried out during the course of a Project. It helps you to manage your Project structure, dates, cost & Resources throughout the entire Project lifecycle. The Civil unit undertakes the following activities: Civil wing carries out in-house planning, design and execution of buildings and infrastructure through experienced and registered contractors. Project planning and design is facilitated through computers using various reputed software of the Civil Engineering field. Structural Drawings are being prepared by departmental staff either manually or through computers. All the infrastructure projects are done through systematic approach to project management techniques in a time bound manner. All the construction works are closely monitored at various levels to ensure quality of work and its timely completion.
Important information to be note Down:Note down the Order Numbers that has been created All documents are to be created in reference to the preceding document. All transaction can be created either by selecting the required transaction from menu path or by simply entering the Transaction Code for the respective transaction in the menu bar.
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1. Operative Project & WBS Project Definition: Project Definition is a binding framework in SAP for all Organizational Elements created within a Project (e.g. WBS and SAP Networks). Data like Company Code, Plant and Person Responsible can be defaulted in a WBS Element if it is initially entered in the Project Definition. WBS: Work breakdown structure (WBS) is a model of the Project that organizes Project tasks into a hierarchy. It forms the operative basis for planning Costs, Revenues, and Payments, as well as for Scheduling, and Budgeting. Following steps shall be followed to create a Project and WBS elements:-
CJ01
Create Project Menu path
Logistics Project system Project Special Maintenance function Work Break Down Structure(WBS)Create
Transaction
CJ01
1. Click on open number (Refer Fig. below)
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2. Select the appropriate coding mask (For example CV/10/000006) for project definition in Start value. Definition-Open Number-This is the vacant number available. Enter to take proposed project definition
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Open number
(Note: Please use Project Coding Mask CV/12/000001 for Financial Year 2012-13)
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Project profile
3. Enter project profile: BSNL_CV Civil (Fig. below) 4. Enter Standard Project Definition (Project to be copied) in Template section (Refer Fig.1 below) (Alternatively Project may be created directly as per CM End User Script with out copying option as detailed here) Press Enter (Definition-Project profile-This contain default values and control parameters for processing objects and functions in the Project System) 5. Enter description/Short text for project: 6. Click on Basic data tab (Organization section) and, Enter Company code, Business Area & Plant (Refer Fig.)
Field Description Company code Business area* Plant Person Responsible
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Remarks Select the relevant Project circle Select the Project Area Select the relevant Plant Select the Person In charge from the selection options
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*Business Area:- In this filed enter the “Project Area (SSA)” which is executing the work
7. Click on Details – Project Definition customer fields & enter the relevant data
CIvil CE fields.xlsx
8. Now, Click on WBS element Overview
9. Click on Replace. Enter Serial No. of Standard Project from which is data is copied in the Search & Serial No. of Operative Project in ‘Replace with’. Click on Replace.
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10. Click on include. 11. Ensure that the all the blocks (Except top WBS element) in column PE (Planning element) are ticked. (Definition-Planning Element- An element of a work breakdown structure for which costs can be planned) If this un-ticked for a particular WBS element, system will not allow planning cost for that WBS element. 14. Ensure that the all the blocks (Except top WBS element) in column Acct (Account Assignment Element) are ticked. (Definition-Account Assignment Element- An element of a work breakdown structure for which costs can be planned) If this un-ticked for a particular WBS element, system will not allow posting actual cost for that WBS element.
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Press ENTER & SAVE
Project Type
Planning element
Account Assignment element
Select the respective WBS & click on
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in the left bottom corner
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Do the detailing of each of the WBS element by entering the relevent information., like Enter
“Person Responsible (SPOC)” etc.
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the
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CIvil CE fields.xlsx
CJ02 Change Project Menu path
Transaction
Logistics Project system Project Special Maintenance function Work Break Down Structure(WBS)Change CJ02
For making any changes in the parameters once the project is created the above menu path OR the Transaction is to be used.
CJ03
Display Project Menu path
Logistics Project system Project Special Maintenance function Work Break Down Structure(WBS)Display
Transaction
CJ03
2. Send WBS for Detailing by using Note sheet CJ02 Open the WBS element Customer Field and press “Create Note sheet”
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In the Comment box add/see the comments and press If you want to see the details of the WBS element in edit mode press
.
If you want to see the details of the WBS element in display mode press If you want to see document/s attached to the mentioned WBS element then press
If Print of all comments of existing Notesheet is required then press If you want to see estimated cost of the project then press If you want to approve Project Estimation (subjected to user authorization) then press
3. Read note sheet received in the SAP Inbox SBWP
Menu path Transaction
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Office Workplace SBWP
User Manual:Title:Module Name:Business Process:-
Click on the
PS_UTM_Civil_01 Project System Internal/General Civil Projects
.
The note sheet screen will appear. Add the details and forward it to next level, as explained in the Step-6. Alternatively use the note sheet by the going through the T-Code CJ02.
4. Create & Assign and release Preliminary Architectural Drawings CV01N
Menu path Transaction
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Logistics Project system Documents Document Management System Document Create CV01N
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Select the document type “ZCD” Select the file in your local system which is to be uploaded
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Click on Save (Ctrl+S) Note down the generated document no.
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Change Document and Approve the Preliminary Drawing by the Concerned Authority
Menu path Transaction
Logistics Project system Documents Document Management System Document Change CV02N
Enter the document No. of the Preliminary Drawing and change the relevant status.
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CV02N
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5. Attach Document to WBS elements Change Document Enter the document no and go to detail. Select the “Object Links” tab and enter the relevant WBS element and save it.
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CV02N
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Menu path Transaction
PS_UTM_Civil_01 Project System Internal/General Civil Projects
Logistics Project system Documents Document Management System Document Change CV02N
6. Update the Project Status as “Preliminary Drawing created”, “Municipal drg crtd & sub by SSA”& “Preliminary Drawing Approved” CJ02
Change WBS
Menu path Transaction
Logistics Project system Project Special Maintenance function WBS Change CJ02
1. Enter the WBS Element No. Press Enter. 2. Select the WBS Element. 3.
Click on details
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4. Click on 5. Check the Status Profile. Select the relevant status. 6. Click on Back & Check the new status
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Once Preliminary drawings are created, a set of document is send to corresponding Municipal Authorities for their concurrence.
7. Similarly change the status of other WBS Elements. 8. Click on Save.
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7. Operative Network CN21
Create Network Menu path
Logistics Project system Project Special Maintenance function NetworkCreate
Transaction
CN21
1. Select the Network Profile: BSNL_CV Civil Network Profile and press ENTER (Refer Fig. below) (Definition-Network Profile- The profiles contain default values and control parameters for processing objects and functions in the Project System) 2. Enter Following data
Field Description Network Type Plant MRP Controller
Remarks Select the relevant Project circle Select the relevant Plant Select the “001” value
a. Enter the Std Network(If required) from which data is to be copied
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Network Profile
b. Enter description for the Network & Relevant Business Area
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c. Go to assignments tab Enter project definition and WBS element(Operative Project)
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d. Click on Save Note down the network number created for further processing on it.
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CN22
Change Network Menu path
Logistics Project system Project Special Maintenance function NetworkChange
Transaction
CN22
For making any changes in the network once it is created the above menu path OR the Transaction is to be used.
CN23
Display Network Menu path
Logistics Project system Project Special Maintenance function Network Display
Transaction
CN23
To view the network created the above menu path OR the Transaction is to be used.
8. Assign Internal Activity Note:- This activity shall be created to monitor the works using Bar Chart in SAP.
CN22
Change Network Menu path
Logistics Project system Project Special Maintenance function NetworkChange
Transaction
CN22
1. Enter the Network number created and press ENTER (Refer Fig. below) 2. Go to Activity Overview
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and click.
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3. In the Int. processing tab, enter the relevant description and assign it to the relevant WBS element. (Refer Fig. below) 4. Enter the No. of days in “Normal Duration Column” to signify the time required for the specific assignment.
Click on the Icon “
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” to go to the Activity Details screen as shown below.
User Manual:Title:Module Name:Business Process:-
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Click on Click on Save
(To assign Material to Internal Activity Step No 12. & 13. Of CM End User may be referred)
9. Assign Service Activity Change Network
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CN22
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Menu path
Logistics Project system Project Special Maintenance function NetworkChange
Transaction
CN22
1. Enter the Network number created and press ENTER (Refer Fig. below) 2. Go to Activity Overview
and click.
3. In the Ext. processing tab, select the “Service “ check Box and enter the relevant description and assign it to the relevant WBS element. (Refer Fig. below)
Press Enter and go to the details of the service activity
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Enter the procurement details Material group Purchasing organization Purchasing Group and confirm Press
In Next Screen Select MSS and Select the DPAR :
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In Next Screen:-
Enter the DPAR items And enter Quantity. Click on Back (F3) . To go back to the network Choose
to save
Click on Back
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10.Assign General Cost Activity CN22
Change Network Menu path
Logistics Project system Project Special Maintenance function NetworkChange
Transaction
CN22
1. Enter the Network number created and press ENTER (Refer Fig. below) 2. Go to Activity Overview
and click.
3. In the Prim. Costs tab, enter the relevant description and assign it to the relevant WBS element. (Refer Fig. below)
4. Select the Activity & Click on
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Save *For Calculating the “Adjustment for Contractor’s profit & Overheads”, “Cost Index”, “Contingency Index”, use the T-Code “ZCW_CI” and enter the I/P parameters” Press Execute after entering the details. If contractor’s profit & overhead which is part of DSR, needed to be reduced then select indicator enter 0.043478260 in the box & press “Execute”
. System will post a –ve cost activity in the project to reduce the portion of contractor’s
profit & overheads from thr total estimated cost of selected WBS element. This indicator is not required when DPAR is used for estimation. Page 38 of 90
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If “Services” (Sequence-3, page-7 of DPAR-2007) are required to be considered as part of estimation then select checkbox “DPAR Services” estimation then select indicator
. As we need to calculate Cost Index also for & maintain cost index percentage.
For Cost Index Enter the absolute (net percentage) to be used. The system considers 100 as the base for calculations. E.g. if we have to add 36% then we need to enter 36 in the field and not 136. Press execute
button. As we have selected checkbox for DPAR Services so following screen will
appear where Services & their corresponding percentage are to be maintained manually.
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Press button OK
PS_UTM_Civil_01 Project System Internal/General Civil Projects
, it will lead posting of all services & Cost Index to the corresponding network of the
selected WBS element. To calculate contingencies on estimated cost (including cost index also) of project, select indicator “Contingencies”
. Maintain the contingencies index & press execute button.
Contingencies cost activity will be added to the project. Similarly cost may be posted for the remaining parameters if required.
11.Relationship between Activities CN22
Change Network
Menu path Transaction
Logistics Project system Project Special Maintenance function NetworkChange CN22
1. Enter Network No. 2. Click on Activity Overview. 3. Select the Activity. Page 40 of 90
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4. Click on
PS_UTM_Civil_01 Project System Internal/General Civil Projects
to create relationship between activities:-
5. Activities can be linked together by assigning FS/SF/FF/SS relation by clicking on the connect tab
6. Click on & Back & Click on Save (Curls)
12.Attach Milestone to Activity Change Network
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CN22
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Menu path
Logistics Project system Project Special Maintenance function NetworkChange
Transaction
CN22
1. Enter the Network number created and press ENTER (Refer Fig. below) 2. Go to Activity Overview
3. Select the Activity. 4. Click on Milestone Overview. 5. Milestone can be attcahed by following methods : a) Use Standard Milestone – Click on Standard Milestone at the Bottom of screen & Search for suitable Milestone. b) Use Milestone Group – Click on Milestone Group at the bottom of screen .Search & select the suitable Miestone Group .Double click on relevant Milestone Group.All the milestone relevant to the group will be displayed on the screen c) Define milestone – Enter the Milestone Usage & Description. 6. Select the Row of Milestone & Click on details
7. Enter the Plan Date of finish & Percentage of completion.
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8. Click on continue. Save
13. Attach Milestone to a WBS Element CJ02
Change WBS Menu path Page 43 of 90
Logistics Project system Project Special Maintenance
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Transaction
PS_UTM_Civil_01 Project System Internal/General Civil Projects
function WBSChange CJ02
1. Enter the WBS Element and press Enter (Refer Fig. below) 2. Go to WBS Overview 3. Select the WBS. 4. Click on Milestone Overview.
5. Milestone can be attcahed through the following methods : d) Use Standard Milestone – Click on Standard Milestone at the Bottom of the screen & Search for the relevant Milestone. e) Use Milestone Group – Click on Milestone Group at the bottom of the screen . Search & select the relevant Miestone Group. Press Enter & double click on the Milestone. f) Define milestone – Enter the Milestone Usage & Description. 6. Select the Row of a Milestone & Click on details 7. Enter the Plan Date of finish & Percentage of completion. Page 44 of 90
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8. Click on continue. 9. Click on Save (Curls)
14. Project Scheduling CJ29
Change WBS
Menu path Transaction
Logistics Project system Dates Scheduling CJ29
1. Enter the Project number 2. Click on the Sched. Basic dates button
3. On Next Screen Select:- Network & Maintenance/service Order
4. Click on Execute 5. Click on Page 45 of 90
. “Scheduling Carried out” to Check Scheduled Dates for the WBS Element.
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6. Select the TOP WBS Element. 7. Click on
to view Gantt chart.
8. Click on Save (Ctrl+S)
Menu path
Transaction
Logistics Project system Project Special Maintenance function WBS Change CJ02
15. Update the Project Status as Preliminary Estimate Created CJ02
Change WBS
Menu path Transaction
Logistics Project system Project Special Maintenance function WBS Change CJ02
Enter the WBS Element No. Press Enter. Select the WBS Element. Click on details
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Click on Check the Status Profile. Select the relevant status. Click on Back & Check the new status
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Similarly change the status of other WBS Elements. Click on Save.
16.Review Project Estimate Created After receiving the mail/Note sheet, the Project estimate can be reviewed by using this report. This report will give the details of Plan/Actual/Commitment for a Project. CN41
Structure Overview Menu path Transaction Code
Logistics Project System Information System Structures Structure Overview CN41
1. Enter PS Info prof. 000000000001 2. Enter Project number.
3. Click on Execute. 4. Check the Plan, Actual & Commitment column. Page 48 of 90
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5. Click on Back. ZCWCOST:- To view the Estimate at any stage of preparation
Enter the WBS element in the initial screen:Press Execute.
Click on Print Preview ---
17. Update the Project Status to PEFI CJ02
Change WBS
Menu path
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Logistics Project system Project Special Maintenance function WBS Change
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1. Enter the WBS Element No. Press Enter. 2. Select the WBS Element.
3.
Click on details
4. Click on
5. Check the Status Profile. Select the relevant status. 6. Similarly change the status of other WBS Elements. 7. Click on Save.
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18.Create & Assign Detailed Architectural Drawings CV01N
Menu path Transaction
Logistics Project system Documents Document Management System Document Create CV01N
Select the file in your local system which is to be uploaded
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Click on Save (Ctrl+S) Note down the generated document no.
Change Document and Approve the Detailed Drawing by the Concerned Authority
Menu path Transaction
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Logistics Project system Documents Document Management System Document Change CV02N
CV02N
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Enter the document No. of the Preliminary Drawing and change the relevant status. Assignment to WBS as per step 53 above described
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19.Send SAP Workflow for the Technical Review CJ02
Change WBS Menu path
Logistics Project system Project Special Maintenance function WBS Change
Transaction
CJ02
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Click on
PS_UTM_Civil_01 Project System Internal/General Civil Projects
to send the message. Click on save
20.Update the Project Status to “Municipal Approval Received” and “Detailed Drawing Created” Change WBS
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CJ02
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Menu path Transaction
PS_UTM_Civil_01 Project System Internal/General Civil Projects
Logistics Project system Project Special Maintenance function WBS Change CJ02
1. Enter the WBS Element No. Press Enter. 2. Select the WBS Element. 3.
Click on details
4. Click on
Once detailed estimation drawings are created then change corresponding WBS element status to “Detailed Drawing Created”
5. Check the Status Profile. Select the relevant status. 6. Click on Save.
21. Receive Mail through SAP Workflow
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SBWP
Change WBS Menu path
Office Workplace
Transaction
SBWP
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22. Link WBS Element to Investment management After getting the municipal approval change the status of WBS element as Municipal Approval Received. Then link the WBS element to the IM node.
CJ02
Change WBS Menu path
Logistics Project system Project Special Maintenance function WBS Change
Transaction
CJ02
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Click on Continue
Save
23. Budget Distribution to the Project Please refer Budget Allocation User manual of FICO. 24. Update the Project Status to PE Approved (AAES) by Approving Authority (It is applicable for General Civil Works) CJ02
Change WBS
Menu path Transaction Page 61 of 90
Logistics Project system Project Maintenance function WBS Change CJ02
Special
User Manual:Title:Module Name:Business Process:-
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1. Enter the WBS. Press Enter. 2. Select the WBS element and go to Details ->WBS Element Customer Fields -> Notesheet
3. Now send the note sheet to the approving authority by Send Mail option . 4. Approving authority(DGM/SSA Head) will check the SAP Inbox( TCode-SBWP) and open the notesheet.
5.
SSA Head/DGM will approve directly from the icon
6. Check the Status Profile. Select the relevant status. 7. Click on Back & Check the new status
8. Click on Save A print PDF file will be attached to the WBS as PE Approved. Page 62 of 90
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Then update the user status above DE created (DECT) if no change in PE is required
25.Update the Project Status to Detail Estimate (DE) Created CJ02
Menu path Transaction
Logistics Project System Project Special Maintenance FunctionsWork Break Down Structure (WBS)Change CJ02
If the Detailed estimate items defers with PE items then following steps needed: First delete the PE activities and create the detailed estimate of the WBS element by using the “Step 8” to “Step-10” by selecting the DSR/ Market Rate items. 1. Enter the WBS Element No. Press Enter. 2. Select the WBS Element. 3. Click on details
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4. Click on
5. Check the Status Profile. Select the relevant status. 6. Click on Back & Check the new status.
7. Similarly change the status of other WBS Elements. 8. Click on Save. Note: *For Calculating the “Cost Index”, “Contingency Index” & Adjustment for Contractors Profit, use the T-Code “ZCW_CI” and enter the I/P parameters as explained above in step-10”
26. Update the Project Status to Detail Estimate (DE) Approved
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CJ02
Menu path Transaction
Logistics Project System Project Special Maintenance FunctionsWork Break Down Structure (WBS)Change CJ02
1. Enter the WBS Element No. Press Enter. 2. Select the WBS Element. 3. Click on details
4. Click on
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5. Check the Status Profile. Select the relevant status. 6. Click on Back & Check the new status.
7. Similarly change the status of other WBS Elements. 8. Click on Save. A print PDF file will be attached to the WBS as DE Approved.
For Calculating the “Market Rate Justification” & “Market Rate Analysis” for the estimate use the T-Code “ZCW_MRJ” & “ZCW_MRA”. Carry out Market Rate Justification
Transaction
ZCW_MRJ
ZCW_MRJ
1. Enter the WBS Element 2. Cost Index (in Percentage) (Cost Index percentage mentioned above means cost index for the sundries and miscellaneous services) Press Execute
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Enter market rate & period for which the market rate is applicable. Press Save
after maintaining all input fields.
On next screen press print preview
button
MRJ Screen will appear with Estimated & Justified amount.
Carry out Market Rate Analysis
Transaction
ZCW_MRA
ZCW_MRA
1. Enter the WBS Element 2. Cost Index(in percentage) (Cost Index percentage mentioned above means cost index for the sundries and miscellaneous services) Press Execute
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Maintained market rate will appear in above screen. Press Save
to view details of AR (Press print for getting the Market rates
inputted in the format.) Following screen will appear with displaying DSR and corresponding ARs.
Press print to get print of the Market Rate Analysis of Items.
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27. Update the System status of a Network to Released CN22
Change Network
Menu path
Logistics Project System Project Special Maintenance FunctionsNetworkChange CN22
Transaction
1. Enter the Network No. 2. Press the Activity overview
and select for External Processing activity Tab.
3. Select the activity. 4. Go to Menu Bar Edit Option Status Release (Refer Fig. below) 5. This will change the Network Status from Created to Partially Released but the External Activity is released. ( Work Around process for Estimated amount put to Tender considering the cost index amount) 1
Algebraic sum of the amount under Contractor’s Profit and Cost Index should be entered in Expected Value Box in Service Specification Screen and same amount to be entered in Overall Box.
2
Go to back at Activity detail screen.
3
Then check the total amount of Purchase requisition in this screen, weather it includes the Adjustment of CP and CI amounts.
4
If it is not correct then correct the values given in Expected Value Box.
5
Now delete or enter zero Amount under General Cost Activity Tab for Adj. of CP and CI because these amounts are taken care in Expected Value Box.
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6. Check the status 7. Click on Save
28. Update the System status of a WBS Element to Released CJ02
Project Release
Menu path Transaction Page 70 of 90
Logistics Project System Project Special Maintenance FunctionsWork Break Down Structure (WBS)Change CJ02
User Manual:Title:Module Name:Business Process:-
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3. Enter the WBS Element No. Press Enter. 4. Select the WBS Element 5. Go to Menu to Menu Bar Edit Option Status Release (Refer Fig. below) 6. This will change the System Status from Created to Released.
7. Although we have activated availability control here but in case it is not activated then following error may appear-
In that case, corodinate with Finance to run the transaction CJBV .
8. Check the status Page 71 of 90
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9. Similarly channge the status of all other WBS Elements & the the Project Definition. 10. Click on Save
(NOTE: Open the screen by T Code CN22 for Activity detail and note down the Purchase Requisition No alternatively the Purchase Requisition will be intimated through mail under T Code SBWP of the user releasing the network) Purchase requisition is now be forwarded to MM module by mail (T Code: SBWP) for Tendering and Purchase Order process etc. (Execution Process)
29.Activity Confirmation CN22
Chang Network Menu path Transaction
Logistics Project System Project Special Maintenance FunctionsNetworkChange CN22
1. Go to the Activity Overview on the Header Details screen of the Network :-
2. Go to the tab for Int. Processing as shown below and select the internal activity
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3. Click on the Confirmation icon on the lower part of the screen
4. On the Next screen carry out the following steps for Partial Confirmation of the Activity:5. Enter the Start and Finish Date in the respective fields as shown below:-
6. Select the Reason by selecting the Reason ID
7. Press Enter. 8. Click on the “Back” button. 9. Save the Network. 10. Ignore the Warnings.
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11. Click on Final Confirmation and Completed Indicators for Full and Final Confirmation by repeating the above steps for the same activity
12. Click on Back icon 13.
Click on Save (Ctrl+S)
30. Milestone Confirmation assigned to a WBS Element CJ02
Change WBS
Menu path Transaction
Logistics Project system Project Special Maintenance function WBS Change CJ02
1. Enter the WBS Element No. and press Enter (Refer Fig. below) 2. Go to WBS Element Overview. 3. Select the WBS Element. 4. Click on Milestone Overview. 5. Select the Row of a Milestone & Click on details
6. Enter the Actual Date. 7. Click on Back. 8. Click on Save (Ctrl+S)
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31. Milestone Confirmation assigned to an Activity CN22
Change Network
Menu path Transaction
Logistics Project system Project Special Maintenance function NetworkChange CN22
1. Enter the Network no. and press Enter (Refer Fig. below) 2. Go to Activity Overview. 3. Select the relevant Activity.
4. Click on Milestone Overview at the bottom of the screen 5. Select the Row of a Milestone & Click on details
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6. Enter the Actual Date. 7. Click on Back. 8. Click on Save (Ctrl+S)
.
32. Update the Project Status to Revision of Estimate ( If Required) Change WBS CJ02
Menu path Transaction
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User Manual:Title:Module Name:Business Process:-
PS_UTM_Civil_01 Project System Internal/General Civil Projects
1. Enter the WBS Element No. Press Enter. 9. Select the WBS Element. 10. Click on details
11. Click on
12. Check the Status Profile. Select the relevant status. 13. Click on Back & Check the new status.
14. Similarly change the status of other WBS Elements. Page 77 of 90
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15. Click on Save.
Note: For Revised Estimate Steps to change the User Statuses for Revised Estimate (RE) are the same as explained above, in case Revised Estimate is to be given Important: All FI Postings or any other type of cost booking will not be possible until a User Status related to Revised Estimate is active i.e. from the User Status ‘Revision of Estimate’ to ‘Revised Estimate Approved’. NOTE: Presently this scenario is not covered in ERP, the only work around is that the Revised Estimate should be prepared OUT OF ERP, then it will be submitted to the sanctioning authority physically and communicate for up-dation of additional budget for RE by the account person. A sanctioned copy of Revised Estimate may be attached to WBS/PO.
33.Update the Project Status to “Offered For AT” CJ02
Change WBS
Menu path Transaction
Logistics Project system Project Special Maintenance function WBSChange CJ02
1. Enter the WBS Element No. Press Enter. 2. Select the WBS Element 3. Click on
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4. Check the Status Profile. Select the relevant status. 5. Click on Back & Check the new status. 6. Similarly change the status of other WBS Elements. 7. Click on Save.
34. Update the Project Status to Ready for Settlement CJ02
Change WBS Menu path Transaction
Logistics Project system Project Special Maintenance function WBSChange CJ02
1. Enter the WBS Element No. Press Enter. 2. Select the WBS Element. 3. Click on
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4. Check the Status Profile. Select the relevant status. 5. Click on Back & Check the new status.
6. Similarly change the status of other WBS Elements. 7. Click on Save.
35. Update the Project Status to AT Done CJ02
Change WBS Menu path Transaction
Logistics Project system Project Special Maintenance function WBSChange CJ02
8. Enter the WBS Element No. Press Enter. 9. Select the WBS Element.
10. Click on
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11. Check the Status Profile. Select the relevant status. 12. Click on Back & Check the new status.
13. Similarly change the status of other WBS Elements. 14. Click on Save.
36.Update the Status of a WBS Element to TECO (Technically Complete) CJ02
Change WBS Menu path Transaction
Logistics Project System Project Special Maintenance FunctionsWork Break Down Structure (WBS)Change CJ02
1. Enter the WBS Element No. Press Enter. 2. Select the WBS Element. 3. Go to the Menu Edit Status Technically Complete (Refer Fig. below)
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4. This will change the System Status of the WBS Element to Technically Complete.
5. Check the status and click on Save.
37. Update the Status of Network as TECO (Technically Completed) Menu path Transaction
Logistics Project System Project Special Maintenance FunctionsNetworkChange CN22
1. Enter the Network 2. Go to Menu Bar Edit Option Status Close Technically (Refer Fig. below) 3. This will change the Network Status to Technically Complete
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4. Check the status then Click on Save
38. Update the Project Status to Offered for Taking Over CJ02
Change WBS Menu path Transaction
Logistics Project system Project Special Maintenance function WBSChange CJ02
1. Enter the WBS Element No. Press Enter. 2. Select the WBS Element. 3. Click on
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4. Check the Status Profile. Select the relevant status. 5. Click on Back & Check the new status 6. Similarly change the status of other WBS Elements. 7. Click on Save.
39.Update the Project Status to Offered For Taken Over CJ02
Change WBS
Menu path
Logistics Project system Project Special Maintenance function WBSChange
Transaction
CJ02
1. Enter the WBS Element No. Press Enter. 2. Select the WBS Element. 3. Click on
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4. Check the Status Profile. Select the relevant status. 5. Click on Back & Check the new status 6. Similarly change the status of other WBS Elements. Click on Save.
40. Settlement of Activities ( FICO related) CJ88
Menu path
Project Systems Financials Period-End Closing Single Functions Settlement
Transaction
CJ88
Field Description Remarks WBS Element
Enter WBS Element against which the settlement to be done
Settlement Period Enter Settlement Period in which it is to be executed Fiscal Year Enter the Fiscal Year Processing Type Select Automatic
Enter the Network No and the Activity No. that is to be settled.
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41.Line Item Settlement of WBS Element ( FICO related) CJIC Menu path
Project Systems Financials Period-End Closing Single Functions Settlement
Transaction
CJIC
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Field Description Remarks WBS Element
Select
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Enter the WBS element for which settlement is to be done
User Manual:Title:Module Name:Business Process:-
PS_UTM_Civil_01 Project System Internal/General Civil Projects
Now Run CJ88 Enter Field Description Remarks WBS Element
Enter the WBS element for which settlement is to be done
Settlement Period Enter Settlement Period in which it is to be executed Fiscal Year Enter the Fiscal Year Processing Type Select Automatic
42.Update the System Status of a WBS Element to Closed CJ02
Change WBS
Menu path Transaction
Logistics Project System Project Special Maintenance FunctionsWork Break Down Structure (WBS)Change CJ02
1. Enter the WBS Element No. Press Enter. 2. Select the WBS Element. 3. Go to Menu to Menu Bar Edit Option Status CLSD (Refer Fig. below) 4. This will change the System Status from Technically Complete to Closed.
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5. Check the status 6. Click on Save.
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