Project System Generic Setting (SP): Configuration Guide

1
Purpose
This configuration guide provides the information you need to set up the configu
ration of this building block manually.
If you do not want to configure manually and prefer an automated installation pr
ocess using the SAP Best Practices Installation Assistant and other tools, pleas
e refer to the SAP Best Practices Quick Guide.
2
Preparation
2.1
Prerequisites
Before you start installing this building block, you must install prerequisite b
uilding blocks. For more information, see the Building Block Prerequisite Matrix
(Prerequisites_Matrix_[xx]_[yy]_ [zz].xls; the placeholder [xx] depends on the
SAP Best Practices version you use, e.g. BL refers to the SAP Best Practices Bas
eline Package, [yy] depends on the language version, e.g. EN for English languag
e, and [zz] depends on the country version, e.g. DE for Germany: Prerequisites_M
atrix_BL_EN_DE.xls). This document can be found on the SAP Best Practices docume
ntation DVD in the folder ..\[xx]_[zz]\Documentation\; ([xx] depends on the SAP
Best Practices version and [zz] depends on the country version).
3
Configuration
3.1
Maintaining General Settings for the Project System
3.1.1 Maintaining Project Types for WBS Elements
Use
You can use the project type as a filtering criterion in the information system.
The project type does not influence the program control or the screen selection
.
Procedure
1.
Access the activity using the following navigation options:
IMG Menu
Project System ? Structures ? Templates ? Standard Work Breakdow
n Structure ? Settings for Standard and Operative WBSs ? Maintain Project Types
for WBS Elements
Transaction Code
OPSO
2.
Activities: Create project types.
3.
Overview of data records
Type
YB
Description
SP: Service Project
3.1.2 Creating User-Defined Fields for WBS Elements
Use
The following user-defined fields are defined in the system:
General text fields
You can use these fields to enter your own data, for example:
Information on people responsible
Information on substitutions or proxies
Internal phone numbers
Quantity fields and their units
You can also define formula parameters for quantity fields. The formula paramete
rs are used, for example, in work center formula calculation or network costing.
Value fields and their units
Date fields: You can use these fields, for example, to enter internal start data
Checkboxes: Here you can enter information for analyses in the information syste
m
The key words for the user-defined fields are determined by a key word ID.
The SAP system does not check the contents of user-defined fields. You can make
your own enhancements (that is, customer-specific functions) to the user-defined
fields. The enhancement CNEX0001 is available for you to do this in development
class CN (application development PS project management).
Procedure

1.
Access the activity using the following navigation options:
IMG Menu
Project System ? Structures ? Operative Structures ? Work Breakd
own Structure (WBS) ? User Interface Settings ? Create User-Defined Fields for W
BS Elements
Transaction Code
OPS1
2.
Activities: Define the user-defined fields.
3.
Overview of data records:
Field key
YBSV001
Description
SP: Setting WBS/network
Text
Text 1 Text 2
Text
Text 3 Text 4
Quantity
Quantity 1
Quantity 2
Value Value 3 Value 4
Date
Date 1 Date 2
Checkboxes
Indicator 1
Indicator 2
Authorization object

Not selected

3.1.3 Specifying Graphics Profile for WBS Date Planning

Use
The profile defines parameters for the display and the colored indicators of WBS
elements and activities in the hierarchy graphic.
Procedure
1.
Access the activity using the following navigation options:
IMG Menu
Project System ? Dates ? Date Planning in WBS ? Specify Graphics
Profile for WBS Date Planning
Transaction Code
SPRO
2.
Activities: Maintain settings for scheduling
3.
Overview of data records
On the entry screen, choose New Entries and enter the following data:
General Data
Time schd. prof YBSV00000001
Description
SP: Service Project
Display
Display option 1
Display option 1
Act./WBS display
Activated
Indicators
Color for act.s
BLACK
Color for order
BLUE
Color milestone
BROWN_1
Color for doc.s
DARKYELLOW
Color for elem.
GRAY
Color-Subnetwk.
DARKGRAY
Color for mat. GREEN
3.1.4 Defining Database Selection Profiles
Use
All data in the information system comes from or is derived from the logical pro
ject system database (PSJ). You need the profile for this database for all analy
ses in the project system.
In the database profile, you determine:
The project view according to which the selected data is displayed on the screen
, sorted according to the profit center, for example.
The maximum explosion level for the selection, that is, the maximum number of hi
erarchy levels displayed in reports. Make sure that you consider the wbs levels
and the levels of the assigned network hierarchy below.
The level of detail depends on the project view and the selection criteria.
The objects that are selected in the database.
Once you are within an analysis, you cannot select any more objects from the dat

abase.
You determine the scope of selection on the relevant initial screens.
Procedure
1.
Access the activity using the following navigation options:
IMG Menu
Project System ? Information System ? Selection ? Define Databas
e Selection Profiles
Transaction Code
OPTX
2.
Activities: Define Database Selection Profiles.
3.
Overview of Data Records
Database prof. YBSV00000001
Description
SP: Standard selection (structure)
Last changed by
Project view
000000000001
Maximum level 99
Protected
Inactive
Not changeable Inactive
Commercial eval.
Inactive
Superior obj.s Activated
Origin
Archive data
Not selected
Version data
Not selected
Std structures Not selected
Selection Criteria
Project def.
Activated
Sales documents Activated
Component
Activated
WBS element
WBS element
Activated
Incl. hierarchy Activated
Dynamic sels
Activated
Network/order
For WBS Activated
Others Activated
Incl. Subnets Inactive
Network Activated
Maint. order
Activated
Prod. Order
Activated
CO order
Activated
Activity
For WBS Activated
Others Activated
Network act.
Activated
Act./Main.order Inactive > Activated
Prodn ord.acts Inactive > Activated
Miscellaneous
Rel view
Activated
3
Capacity
Activated
Confirmation
Activated
PRT
Activated
Milestone
Activated
PS/text/docs
Activated
Purchasing data Activated
Planned order Activated
Expenses
Activated
Valuated qty
Inactive ? Activated
Earned value
Inactive ? Activated

3.1.5 Creating/Changing Planning Profile

Use
The budget/planning profile groups all the control parameters for planning or bu
dgeting together.
You can use the following parameters to control your planning and budgeting:
1.
Time horizon - You define the following:
Period into the past for which you can plan/budget
Period into the future for which you can plan/budget
Start year for planning/budgeting
2.
Planning/budgeting for total/annual/period values
3.
Which value is displayed in addition to the plan/budget when accessing t
he function
4.
Decimal places and scaling factor as default values
5.
Detail planning (CO orders and projects)
Cost element group: primary costs and revenues
Planning parameters: costs and revenues
Sender cost center group
Sender activity type group
Statistical key figure group
Costing parameters
6.
Projects
Planning in all WBS elements or only in planning elements
Availability control: annual or overall budgets
Procedure
1.
Access the activity using the following navigation options:
IMG Menu
Project System ? Costs ? Planned Costs ? Manual Cost Planning in
WBS ? Hierarchical Cost Planning ? Create/Change Planning Profile
Transaction Code
OPSB
2.
Activities: Maintain the cost planning profile
3.
Overview of data records:
Field name
Description
User action and values Comment
Profile
YBSV01
Description
SP: Costs/Revenues: Years
Bottom-up planning
Inactive
Planning elements
Activated
Past
1
Future
3
Total values
Not selected
Annual values
Activated
Decimal places
0
Scaling factor
Not selected
Controlling area currency
Activated
Default Object Currency
Not Selected
From quotation
Inactive
From sales order
Activated
Prim.CElem.grp
Not selected
Revenue CE grp
Not selected
Sender CCtr group
190
Service and Consulting
Sender act.type grp
YBMF_P00_AT
Planning activity type
Stat. key fig.group
Not selected
Costing variant
PS01
Project planning
Exchange rate type
P
Value date
Not selected
Remainder translat.
Inactive
RElem.f.billing plan
4.
Save your entries.
3.1.6 Maintaining Budget Profile
Use
In this step, you

Create new budget profiles

Define parameters for new budget profiles
Change existing budget profiles
To be able to budget projects, you must create a budget profile or use an existi
ng one.
The following parameters are relevant for project budgeting:
1.
Time horizon
Here you define:
The number of years in the past from the start year, for which budgeting is poss
ible
The number of years in the future from the start year, for which budgeting is po
ssible
Budgeting start year, a relative specification referring to the current fiscal y
ear
Budgeting for overall and/or annual values
2.
Display
Standard view as well as the budget value when you access the function
Decimal places and scaling factor as default values
3.
Currency translation: Exchange rate type - Value date
4.
Availability control
Activation type and percentage of consumption for background activation
Of annual/overall budget
Of releases
In the project budget profile, the "Overall" indicator, working in conjunction w
ith the "Releases" indicator, has the following effect:
Ind. "Overall" Ind. "Releases" Avail. control against...
X
X
Released overall budget
X
Released annual budget
X
Overall budget
Annual budget
Activation types:
0 = cannot activate
This activity type may cause an already active availability control to be deacti
vated.
1 = automatic activation when budget is assigned
You must maintain at least one tolerance limit for the budget profile.
2 = background activation when percentage of consumption is exceeded
You must enter a percentage of consumption in background activation. The percent
age of consumption represents the relationship of committed funds to the budget
as a percentage.
You must maintain at least one tolerance limit for the budget profile to have th
e system check the posting.
If you change the availability control configuration after budgeting, you should
have the system recalculate the assigned values. To do this, restart the availa
bility control for your project.
If you are also using the Funds Management component, you can greatly improve pe
rformance by only activating availability control in Funds Management or only ac
tivating it for projects.
Activity
1. Use Details to check the standard budget profiles delivered with the system.
2. Change the detail settings for the budget profiles or create budget profiles
using New entries.
You can assign a budget profile to a project
As a default value in the Project System configuration
In the project profile for a project definition (operative structures)
In the project profile for a standard project definition (basic data)
in the Project System application menu

In the control data for the project definition (operative structures menu, Work
breakdown structure ? Change ? Project definition, Details ? Organization ? Plan
profile).
Procedure
1.
Access the activity using the following navigation options:
IMG Menu
Project System ? Costs ? Budget ? Maintain Budget Profiles
Transaction Code
OPS9
2.
Activities: Maintain budget profiles
3.
Overview of data records
Profile YBSV01
Description
SP: Budget: Year;Current Budgt
Past
1
Future 3
Start Not selected
Total values
Inactive
Annual values Activated
Decimal places 2
Scaling factor Not selected
Exchange rate type
M
Value date
Not selected
Program type budget
Not selected
Activation type 1
Usage Not selected
Overall Inactive
Releases
Inactive
Object currency Inactive
Controlling area currency
Activated
Default Object Currency Inactive

3.1.7 Defining Tolerance Limits (for Budget)

Use
In this step, you enter the tolerance limits for the financial availability cont
rol. The availability control can identify budget overruns in a project at an ea
rly stage and initiates various actions.
You activate availability control for a certain budget profile. You can specify
one or more tolerance limits for each activity group for a budget profile. Selec
ted actions (warning, warning with mail to person responsible for project, error
message) are triggered when these limits are reached.
Prerequisites
Before you can activate the availability control, you must have maintained the a
ppropriate activation type in the budget profile
Procedure
1.
Access the activity using the following navigation options:
IMG Menu
Project System ? Costs ? Budget ? Define Tolerance Limits
Transaction Code
SPRO
2.
Activities: Define the tolerance limits for each activity group for the
budget profile you are using.
3.
Overview of data records
COAr. 1000
Profile YBSV01
Description
SP: Budget: Year;Current Budgt
Tr.Grp ++
Act.
1
Usage 100
Abs.variance
Not selected
3.1.8
Use

Determining Strategy for Settlement Rule (for WBS)

In this step, you define the strategy for automatic generation of settlement rul
es. You use the strategy to determine the objects to which the settings apply (B
illing element - Account assignment element
Neither) and the settlement receiver
, by means of the account assignment category.
The following account assignment types are available:
o
Settlement to profitability segment
o
Settlement to responsible cost center
o
Settlement to requesting cost center
o
Take over settlement rule from superior object
o
No settlement rule
Settlement profile
Settlement key
Procedure
1.
Access the activity using one of the following navigation options:
IMG Menu
Project System Costs Automatic and Periodic Allocations Settl
ement Settlement Rule for Work Breakdown Structure Element Determine Strategy
for Settlement Rule
Transaction Code
SPRO
2.
Activities
Define a strategy.
In the Settings detail screen, stipulate:
?
The objects to which the strategy applies
?
Whether the settings only apply in the event of an organizational change
?
Results analysis key and profile
?
The settlement receiver (by means of the account assignment category)
?
Whether multiple assignments of sales and distribution items are support
ed.
3.
Overview of data records for strategy Y1:
Entry View
Strategy
Strategy
Y1
Description
SP: Service Project
3.
Mark up your defined strategy and double click on the Settings folder on
the left- hand side.
4.
Fill in the entries below, entering each block in a single line of the s
ettings table.
Setting Line #1
Billing Elem. Inactive
AA element
Activated
No acct asst
Inactive
Org.change
Inactive
Sett.Prof.
YBSV01
AcctAssCat
1
N:1 SD-PS
Activated
RA key YBSV01
Setting Line #2
Billing Elem.
AA element
No acct asst
Org.change
Sett.Prof.
AcctAssCat
N:1 SD-PS
RA key YBSV02

Activated
Inactive
Inactive
Inactive
YBSV01
1
Activated

5.
Overview of data records for strategy Y2:
Entry View
Strategy

Strategy
Description
5.
Mark up
the left- hand
6.
Fill in
ettings table.
Setting Line #1
Billing Elem.
AA element
No acct asst
Org.change
Sett.Prof.
AcctAssCat
N:1 SD-PS
RA key
Setting Line #2
Billing Elem.
AA element
No acct asst
Org.change
Sett.Prof.
AcctAssCat
N:1 SD-PS
RA key

Y2
SP: Internal Project
your defined strategy and double click on the Settings folder on
side.
the entries below, entering each block in a single line of the s
Inactive
Inactive
Activated
Inactive
YBSV05

Inactive
Activated
Inactive
Inactive
YBSV05
1

7.
Overview of data records for Strategy YF:
Entry View
Strategy
Strategy
YF
Description
SP: Service Project Fixprice
8.
Select your defined strategy and double-click the Settings folder on the
left-hand side.
9.
Fill in the entries below, entering each block in a single line of the s
ettings table.
Setting Line #1
Billing Elem. Inactive
AA element
Inactive
No acct asst
Activated
Org.change
Inactive
Sett.Prof.
90
AcctAssCat
N:1 SD-PS
Inactive
RA key
Setting Line #2
Billing Elem.
AA element
No acct asst
Org.change
Sett.Prof.
AcctAssCat
N:1 SD-PS
RA key
Setting Line #3
Billing Elem.
AA element
No acct asst
Org.change
Sett.Prof.

Inactive
Activated
Inactive
Inactive
90
Inactive
Activated
Inactive
Inactive
Inactive
YBSV01

AcctAssCat
1
N:1 SD-PS
Activated
RA key YBSV01
10.
Overview of data records for Strategy YR:
Entry View
Strategy
Strategy
YR
Description
SP: Service Project RRB
11.
Select your defined strategy and double-click the Settings folder on the
left-hand side.
12.
Fill in the entries below, entering each block in a single line of the s
ettings table.
Setting Line #1
Billing Elem. Inactive
AA element
Inactive
No acct asst
Activated
Org.change
Inactive
Sett.Prof.
90
AcctAssCat
N:1 SD-PS
Inactive
RA key
Setting Line #2
Billing Elem. Inactive
AA element
Activated
No acct asst
Inactive
Org.change
Inactive
Sett.Prof.
90
AcctAssCat
N:1 SD-PS
Inactive
RA key
Setting Line #3
Billing Elem. Activated
AA element
Inactive
No acct asst
Inactive
Org.change
Inactive
Sett.Prof.
YBSV01
AcctAssCat
1
N:1 SD-PS
Activated
RA key YBSV02
13.
Save your entries.
3.1.9 Defining Parameters for WBS Scheduling
Use
The profile for WBS scheduling contains the parameters for scheduling. Settings
provide that your projects start with backward scheduling for networks and the n
etwork header determines the date to consider for its assigned activities.
Procedure
1.
Access the activity using one of the following navigation options:
IMG Menu
Project System Dates Date Planning in WBS Define Parameters for
WBS Scheduling
Transaction Code
SPRO
2.

Activities: Maintain the following settings for scheduling:

General Data
WBS scheduling profile YSP000000001
Description
SP: backwds. WBS determines
Scheduling
Scheduling type Backwards

Start in past
Schedul. method
Adjust bsc date
Automatic log
Shift Order
Autom. schedul.
Latest Staging
Reduction

Not selected
WBS determines dates
Activated
Inactive
Inactive
Inactive
Inactive

Max. redn. level

Inactive
Reduction type Inactive
3.
Save your entries.
3.1.10 Creating a Project Profile
Use
The project profile contains default values and other control parameters such as
the planning method for dates and costs. The data that you enter in the project
profile will be copied into a project in its project definition or in the WBS e
lements which can later be overwritten.
Examples
To call up the graphic, you must first have specified various graphic profiles i
n the project profile.
To carry out cost planning you must specify a planning profile.
To carry out financial budgeting you must specify a financial planning profile.
The values in the project profile determine the functionality of certain areas o
f the project system, which is why you should not change them without careful th
ought. Do not change the profiles and keys from related functions that are defin
ed in the project profile, such as the costing sheet or the results analysis key
. These changes could affect existing objects.
You must maintain all sections for the project profile: basic data, time schedul
ing, costs/revenues/finances and organizational data.
Procedure
1.
Access the activity using one of the following navigation options:
IMG Menu
Project System Structures Operative Structures Work Breakdown St
ructure (WBS) Create Project Profile
Transaction Code
OPSA
2.
Activities
Determine the organizational and control criteria for your company.
Create the project profiles reflecting these criteria and enter the relevant dat
a.
3.
Save your entries.
4.
Overview of data records:
Proj.pro
YBS1000
Description
SP: Service Project
Control
Basic data
Proj.type
YB
Field key
YBSV001
Version prof. 0000001
Simulation prof
0000001
Display options
1
Level of detail
Not selected
Partner det.prc
Not selected
All acct asst elem
Activated
Only one root Inactive
Trsfr to proj. def.
Inactive
Change Documents
Inactive
Proj. summ. MastDa
Activated

Validation
Project def.
Not selected
WBS elements
Not selected
Autom. Validation
Inactive
Substitution
Project def.
Not selected
WBS elements
Not selected
Autom. Validation
Inactive
Project stock
No stock
Activated
Non-valuated stk
Inactive
Valuated stock Inactive
Automatic reqmnts grouping
Inactive
Status management
PD sts. Profile Inactive
WBS sts. prof. Inactive
Change Documents
Inactive
Graphic
Master data prf.
PS
Vertical from level
Not selected
SearchTxtIndex1
Not selected
Graph.prfl mstr data
HIERARCHY_S
SearchTxtIndex2 Not selected
SearchTxtIndex3 Not selected
Project summarization
All WBS elements
Inactive
Billing elements
Inactive
Acct asst elements
Inactive
Sales pricing
Sales organization
Not selected
Distribution channel
Not selected
Division
Not selected
DIP profile
Not selected
Organization
Controlling area
1000
Company code
1000
Business area Not selected
Plant 1000
Functional area Not selected
Profit center
Project currency
GBP
Plg board/dates
WBS time scheduling
WBS sched. prof YBSV00000001
Sched. scenario Not selected
With activities Activated
Default values
Factory calend. 01
Time unit
DAY
Planning method
Plan.meth/basic 1
Plan.meth/fcst 1
Calc. with act. Not selected
Network
Network profil Inactive
Network asst
Inactive
Display network hdr
Inactive
Project planning board
Plan.board prf. 000000000001
Capacity Requirements Planning

Tot.tab.profile SAPPS_G001
Tot.graphic.prf SAPPS_G002
IndCapTabOvProf SAPPS_GE01
IndCapGrpOvProf SAPPS_GE02
List profile
SAPPS_G000
Hierarchy Graphic
Profile group PS
Time schd. prof YBSV00000001
Profile HIERARCHY_T
Controlling
Costs/revenues/payments
Object class
PROFT
Statistical
Inactive
Integrated planning
Inactive
Planning/budgeting
Planning profile
YBSV01
Budget profile YBSV01
Period-end closing
Costing sheet Not selected
Overhead key
Not selected
Interest profile
Not selected
Investment profile
Not selected
Results analysis key
Not selected
Settlement profile
YBSV01
Settmt rule strat.
Y1
Graphic
Budget profile group
PS
Graph. profile budget HIERARCHY_S

Proj.pro
YBS2000
Description
SP: Internal Project
Control
Basic data
Proj.type
YB
Field key
YBSV001
Version prof. 0000001
Simulation prof
0000001
Display options
1
Level of detail
Not selected
Partner det.prc
Not selected
All acct asst elem
Activated
Only one root Inactive
Trsfr to proj. def.
Inactive
Change Documents
Inactive
Proj. summ. MastDa
Activated
Validation
Project def.
Not selected
WBS elements
Not selected
Autom. Validation
Inactive
Substitution
Project def.
Not selected
WBS elements
Not selected
Autom. Validation
Inactive
Project stock
No stock
Activated
Non-valuated stk
Inactive
Valuated stock Inactive
Automatic reqmnts grouping
Inactive

Status management
PD sts. Profile Inactive
WBS sts. prof. Inactive
Change Documents
Inactive
Graphic
Master data prf.
PS
Vertical from level
Not selected
SearchTxtIndex1
Not selected
Graph.prfl mstr data
HIERARCHY_S
SearchTxtIndex2 Not selected
SearchTxtIndex3 Not selected
Project summarization
All WBS elements
Inactive
Billing elements
Inactive
Acct asst elements
Inactive
Sales pricing
Sales organization
Not selected
Distribution channel
Not selected
Division
Not selected
DIP profile
Not selected
Organization
Controlling area
1000
Company code
1000
Business area Not selected
Plant 1000
Functional area Not selected
Profit center
Project currency
GBP
Plg board/dates
WBS time scheduling
WBS sched. prof YBSV00000001
Sched. scenario Not selected
With activities Activated
Default values
Factory calend. 01
Time unit
DAY
Planning method
Plan.meth/basic 1
Plan.meth/fcst 1
Calc. with act. Not selected
Network
Network profil Inactive
Network asst
Inactive
Display network hdr
Inactive
Project planning board
Plan.board prf. 000000000001
Capacity Requirements Planning
Tot.tab.profile SAPPS_G001
Tot.graphic.prf SAPPS_G002
IndCapTabOvProf SAPPS_GE01
IndCapGrpOvProf SAPPS_GE02
List profile
SAPPS_G000
Hierarchy Graphic
Profile group PS
Time schd. prof YBSV00000001
Profile HIERARCHY_T
Controlling
Costs/revenues/payments
Object class
OCOST

Statistical
Inactive
Integrated planning
Inactive
Planning/budgeting
Planning profile
YBSV01
Budget profile YBSV01
Period-end closing
Costing sheet Not selected
Overhead key
Not selected
Interest profile
Not selected
Investment profile
Not selected
Results analysis key
Not selected
Settlement profile
YBSV05
Settmt rule strat.
Y2
Graphic
Budget profile group
PS
Graph. profile budget HIERARCHY_S

3.1.11 Selection Variants (Projects)

Use
The selection variants for program RKPSEL00 (Selection Criteria: Project) are cr
eated. This program is used for Period End-Closing function for projects.
Procedure
1.
Access the activity using the following navigation options:
IMG Menu
Project System ? Costs? Automatic and Periodic Allocations ? Set
tlement ? Create Selection Variants
Transaction Code
CJ8V
2.
On the ABAP Variants: Initial screen, provide the variant.
3.
Choose Values and then Create.
4.
On the Maintain Variant: Report RKPSEL00, Variant screen, make the follo
wing entries and save:
Field name
Description
User action and values Comment
Variant
YBLSV_PRJ
Database prof.
YBSV00000001
If pop up appeared
Subobject: Values
Project From
*
Dynamic selection
Master data definition
Project Profile
YBS1000
Org. units WBS element
Company code
1000
Subobject: Attributes
Meaning
YBLSV_PRJ
Field name
Description
User action and values Comment
Variant
YSLSV_PRJ
Database prof.
YBSV00000001
If pop up appeared
Subobject: Values
Project From
*
Network/order = Single value blank
Dynamic selection
Master data definition
Project Profile
YBS1000, YBS2000
Org. units WBS element
Company code
1000
Subobject: Attributes
Meaning
YSLSV_PRJ