PS Exercise Day 2

7/21/2019 PS Exercise Day 2

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PLM220 Lesson: Project Structures

Exercise 1: Structures

Exercise Objectives

After completing this exercise, you will be able to:

• Create a work breakdown structure with assigned operations

• Use the project builder and the project planning board

Business Example

You create a separate project for project manufacturing of a turbine system. In

doing so, you make use of standard structures as copy templates and various

functions for further processing.

Task:

1. You will use the standard structure as a template to create the project for

constructing a turbine system. Call up the Project Builder.

2. Use the standard project T-20001 as a template to create project T-100##. ##

is a placeholder for your group number (if, for example, you are in group

3, then replace ## with 03).

Enter the following data in the dialog box that appears:

Field name Value

Project def. T-100##

Start Today

Finish Two years from today

Project profile 2001 Turbine model group

1

Template Std proj. def. T-20001

3. Enter a name for your project, and the person responsible. Maintain thedata at project definition level. Then save your project without exiting the

Project Builder.

Field name Value

Text Group ##, turbine A

Responsible person ##

Continued on next page

2009 © 2009 SAP AG. All rights reserved. 11



Unit 1: Introduction PLM220

4. Create two further WBS elements to record the details of the Planning of

systems and instrumentation WBS element .

Assign the new WBS element the description Planning of systems.

Name the second element Planning of instrumentation.

5. Display your expanded structure in the hierarchy graphic.

Expand the display to show the entire project.

Set the Planning element indicator for the new WBS elements.

6. As a result of detailing the project structure, activity 2000 Planning of

systems and instrumentation is now assigned incorrectly.

Rename it Planning of systems and assign it to the appropriate

WBS element.

7. To plan your turbine instrumentation, create an internally processed activity

for the Planning of instrumentation WBS element.

Enter the following data in the detail screen for the new activity:

Field name Values

Text Planning of instrumenta-

tion

Work center 2000

Work 35 hours

Normal duration 5 days

8. Take a look at your extended network in the network graphic.

Then save the project.

9. Now call up the project planning board for an integrated view of your project

deadlines. Use the 1001 Elevator/Turbines planning board profile and

perform time scheduling for the whole project.

10. Roughly plan material costs for your turbine. You are still unsure as to which

components you will procure in the future but you can already performmaterial planning for the activities. Plan the Preliminary orders activities

and Material procurement plant components.

Enter the following data:






Activity Material Planning

3000 Preliminary orders EUR 100000

3100 Material procurement System

parts

EUR 65,000

Save your data.





Solution 1: Structures

Task:

1. You will use the standard structure as a template to create the project for

constructing a turbine system. Call up the Project Builder.

a) SAP Menu! Logistics! Project System! Project ! Project Builder

(Double-click to select Project Builder)

2. Use the standard project T-20001 as a template to create project T-100##. ##

is a placeholder for your group number (if, for example, you are in group

3, then replace ## with 03).

Enter the following data in the dialog box that appears:

Field name Value

Project def. T-100##

Start Today

Finish Two years from today

Project profile 2001 Turbine model group

1

Template Std proj. def. T-20001

a) In the Project Builder, choose Create! Copy Project..

Enter the data indicated in the dialog box that appears.

Confirm your entries by clicking the "Create project" pushbutton.

Hint: The tree structure at the left of the screen now displays

various objects that have been copied from the standard project:

• Project definition (first line)

• WBS elements

• Activities

• Network header

• Milestone (last line)

The activities are grouped together in a network with a

provisional number (%00000000001). When you save the

activities, this number will be replaced by a number from the

number range provided.






3. Enter a name for your project, and the person responsible. Maintain the

data at project definition level. Then save your project without exiting the

Project Builder.

Field name Value

Text Group ##, turbine A

Responsible person ##

a) Select the project definition in the structure tree.

Enter the data indicated in the detail screen that appears.

Confirm your entries by choosing Enter . Then choose the Intermediate

Save icon or the Project !

Intermediate Save menu path.4. Create two further WBS elements to record the details of the Planning of

systems and instrumentation WBS element .

Assign the new WBS element the description Planning of systems.

Name the second element Planning of instrumentation.

a) Position the cursor in the templates area (bottom left) and, if necessary,

expand the Individual objects section.

“Drag and drop” a WBS element from the templates area to the

Planning of systems and instrumentation WBS element in the tree

structure.Enter Planning of systems as a short description of the new

WBS element.

Confirm your entries by choosing Enter .

The new WBS element is now displayed in the tree structure.

Use the same procedure to create the second WBS element. Call it

Planning of instrumentation.

5. Display your expanded structure in the hierarchy graphic.

Expand the display to show the entire project.

Set the Planning element indicator for the new WBS elements.

a) Click the Hierarchy graphics pushbutton in the Project Builder.

Choose View! Completed view.

For the new WBS element, double-click the PE indicator.

Finally, exit the hierarchy graphic by choosing Back .






6. As a result of detailing the project structure, activity 2000 Planning of

systems and instrumentation is now assigned incorrectly.

Rename it Planning of systems and assign it to the appropriate

WBS element.

a) Position the cursor on activity 2000 in the structure tree. “Drag and

drop” the activity to the Planning of systems WBS element.

Enter Planning of systems as a new short description for the

activity.


7. To plan your turbine instrumentation, create an internally processed activity

for the Planning of instrumentation WBS element.

Enter the following data in the detail screen for the new activity:

Field name Values

Text Planning of instrumenta-

tion

Work center 2000

Work 35 hours


a) Expand the "Activity" icon in the templates area.

Drag and drop the Activity (internal) entry from the templates area to

the Planning of instrumentation WBS element in the tree structure.

Enter the following data in the detail screen.


8. Take a look at your extended network in the network graphic.

Then save the project.

a) Position your cursor on the network header in the tree structure.

Choose Network Graphic.

To call up an overview of the entire network, choose Complete view.

If required, use the Activities icon and select the small display format to

change the activity display

Exit the network graphic using the Back pushbutton.

Choose Save to save the project. The temporary network number is

then replaced.






9. Now call up the project planning board for an integrated view of your project

deadlines. Use the 1001 Elevator/Turbines planning board profile and

perform time scheduling for the whole project.

a) SAP Menu! Logistics ! Project System ! Project ! Project

Planning Board ! Change Project (Double-click to select transaction)

Enter your project and choose the specified planning board profile. Use

Open project (Enter) to start processing your project.

If required, choose Adapt graphic area to edit the date view of the

planning board.

Now perform time scheduling for your entire project. Choose the Select

all icon and then click Schedule.

10. Roughly plan material costs for your turbine. You are still unsure as to which

components you will procure in the future but you can already perform

material planning for the activities. Plan the Preliminary orders activities

and Material procurement plant components.


Activity Material Planning

3000 Preliminary orders EUR 100000

3100 Material procurement System

parts

EUR 65,000

Save your data.

a) Double-click activity 3000 in the table area of the planning board.

Select the Assignments tab page in the detail screen for the activity and

enter the specified data.

Confirm your entries by clicking the Back icon.

Follow the same procedure to plan the material planning value for

activity 3100.

Finally, choose Save.




PLM220 Lesson: Scheduling of Activities and Networks

Exercise 2: Scheduling

Exercise Objectives


• Perform time scheduling with predefined scenarios

• Use relationships and restrictions

Business Example

Using the project planning board, you calculate the dates and floats for carrying

out the individual activities of your turbine project. At the same time, you also

take into account the time-based dependencies of the individual activities, as

well as other conditions.

Task 1:

1. Call up the project planning board.

2. Open your project T-100## in the project planning board. Use the 1001

Elevators/Turbines planning board profile.

3. Optimize the project display to show all activities completely.

4. Plan dates for your project using the predefined “bottom-up” scenario.

First check the time scheduling settings and set the scheduling scenario to

Bottom-up scenario (pre-defined) if necessary.

Next, plan the dates for your entire project.

Hint: The “bottom-up” scheduling scenario is set so that all activity

dates are determined and then the earliest and latest dates for each

are transferred to the assigned WBS elements as planned dates.

To finish, the planned dates are extrapolated for upper-level WBS

elements within the hierarchy.





Unit 2: Dates PLM220

5. Check the floats for your project. Display both the earliest and the latest

dates.

Hint: Scheduling always calculates the dates of activities forwards

and backwards. Each activity (and activity element) thus has

two time bars. Different colors (usually blue and red) are used to

distinguish between activities in the planning board that still have

or no longer have time floats.

6. Reduce the duration of activity 4000 Production of running gear, bearing,

valves to 30 days and see what effect this has on scheduling.

Hint: Although the system adjusts the time bars of activity 4000 inthe graphic, the overall project dates are no longer up to date. You

need to perform scheduling again. Note the changes to activities

3000 and 3100.

How are activities 3000 and 3100 affected?

7. Save your time scheduling without saving your user-specific changes to

the project planning board.

Task 2:

1. Now take a look at the scheduling details for your project. Once again, use

the project planning board for this purpose.

2. Create another two internally-processed activities within activity 5010

Planning of instrumentation. The activities will be linked to each other

at a later stage.

3. Input the details for the two new activities.

Enter the following data in the detail screen for the new activity 5020:

Field name Values

Text Detailed planning for

instruments

Work center 2000

Work 10 hours


Go to the detail screen for activity 5030. Enter the following data:






Field name Values

Text Corrections for

instruments

Work center 2000

Work 10 hours

Normal duration 72 hours

4. Reschedule your entire project.

How does scheduling affect the WBS elements in the project?

5. Link activities 5010, 5020 and 5030 with relationships. Use FS (finish-start)

relationships to link the activities in the sequence of your activity numbers.

6. Schedule your entire project again.

Note how the time bars for activities 5010, 5020 and 5030 change.

7. The three activities are not yet integrated in the rest of the network. In the

graphic, create an FS relationship between activity 1000 and activity 5010.

8. Reschedule your project and observe the change.

9. Use the table to create an FS relationship between activity 5030 and activity

3100 Material procurement plant components.

10. Schedule your entire project again and analyze the change.

11. Check the floats in your project.

First, click the Dates tab on the detail screen for activity 5010 Planning of

instrumentation.

What is the total float of the activity? _____________

How big is the free float of the activity? _____________

Display the total float directly in the diagram area. Configure the system

in such a way that only those activities with a negative total float are

highlighted as critical activities.

12. Activity 5020 Detailed planning for instruments is not to start before acertain date. Set a date constraint for the start date in the Dates detail screen

of the activity.

As start date, enter the earliest start date plus one week in the future.


How big is the free float of the activity now? _____________

Why does activity 5010 have a free float?






14. Save the time scheduling of your project without saving your user-specific

changes to the project planning board.





Solution 2: Scheduling

Task 1:




2. Open your project T-100## in the project planning board. Use the 1001

Elevators/Turbines planning board profile.

a) Enter your project in the Project def. field , select W. activities, enter the

corresponding planning board profile and select Open project .

3. Optimize the project display to show all activities completely.

a) To optimize the graphic area, choose Adapt graphic area.

4. Plan dates for your project using the predefined “bottom-up” scenario.

First check the time scheduling settings and set the scheduling scenario to

Bottom-up scenario (pre-defined) if necessary.

Next, plan the dates for your entire project.

Hint: The “bottom-up” scheduling scenario is set so that all activity

dates are determined and then the earliest and latest dates for each

are transferred to the assigned WBS elements as planned dates.

To finish, the planned dates are extrapolated for upper-level WBS

elements within the hierarchy.

a) First check the time scheduling settings. Choose Options.

Set the scheduling scenario to Bottom-up scenario (pre-defined) if

necessary, and confirm your input with Copy.

To plan the dates for your entire project, first choose Select all to

select all objects. Finally, start the scheduling procedure by clicking

the appropriate icon.






5. Check the floats for your project. Display both the earliest and the latest

dates.

Hint: Scheduling always calculates the dates of activities forwards

and backwards. Each activity (and activity element) thus has

two time bars. Different colors (usually blue and red) are used to

distinguish between activities in the planning board that still have

or no longer have time floats.

a) Choose Set of Dates/View.

Activate the Latest date indicator and confirm your data entries by

clicking Confirm.

6. Reduce the duration of activity 4000 Production of running gear, bearing,valves to 30 days and see what effect this has on scheduling.

Hint: Although the system adjusts the time bars of activity 4000 in

the graphic, the overall project dates are no longer up to date. You

need to perform scheduling again. Note the changes to activities

3000 and 3100.

How are activities 3000 and 3100 affected?

a) Double-click the line containing activity 4000 to call up the detail

screen for the activity.Reduce the duration of the activity to 30 days. To do this, modify the

Normal duration field on the Internal tab.


b) Choose Select all again to select all objects and start scheduling with

the relevant icons.

The extended duration of the activity affects the entire network:

Activity 3000 was previously critical (it had negative floats and was

shown in red in the diagram area). After scheduling, it has positive

floats (and is shown in blue). Activity 3100 behaves in a completelydifferent way. In the network structure graphic, you can see that the

activities lie in two different, parallel paths. Before scheduling, the

first path (with activity 3000) is the critical path in the network. After

scheduling, the other path (with activity 3100) represents the critical

path.






7. Save your time scheduling without saving your user-specific changes to

the project planning board.

a) Choose Save and, where applicable, answer the confirmation prompt

about saving user-dependent data by choosing No.

Task 2:

1. Now take a look at the scheduling details for your project. Once again, use

the project planning board for this purpose.



Enter your project in the Project definition field, select With activities,and click the Open project icon.

As before, optimize the project display by clicking the Zoom in on

graphic and Adapt graphic area icons.

2. Create another two internally-processed activities within activity 5010

Planning of instrumentation. The activities will be linked to each other

at a later stage.

a) Select activity 5010 Planning of instrumentation.

Choose Create.

The templates area is shown on the left of the project planning board.

Double-click the Activity (internal) object in the templates area.

The system creates an internal processing activity with default values.

The assignment to the WBS element is copied by the selected activity.

The detailed settings for the activity will be carried out later.

b) Create the second activity. Double-click the Activity (internal) object

in the templates area once again.

Hide the templates area. To do this, click the Open/close left-hand

window icon.

3. Input the details for the two new activities.

Enter the following data in the detail screen for the new activity 5020:






Field name Values

Text Detailed planning for

instruments

Work center 2000

Work 10 hours


Go to the detail screen for activity 5030. Enter the following data:

Field name Values

Text Corrections for

instruments

Work center 2000

Work 10 hours

Normal duration 72 hours

a) With the CTRL key pressed, select the two activities.

Call up the detail screen for the activities. Click the Detailed

information for object icon.

Enter the following data in the detail screen for activity 5020.

Choose Next .

The detail screen for activity 5030 appears. Enter the data specified.

Exit editing using the Back icon.


How does scheduling affect the WBS elements in the project?

a) To select all objects, choose Select all .

Start the scheduling procedure by clicking the appropriate icon.

“Bottom-up” is still selected as the scheduling scenario. The activitydates are transferred to the higher-level WBS elements. In the

above example, the scheduled dates of WBS element Planning of

instrumentation are adjusted. Note the different durations (3 days or 72

hours) of the two new activities.






5. Link activities 5010, 5020 and 5030 with relationships. Use FS (finish-start)

relationships to link the activities in the sequence of your activity numbers.

a) Hold down the CTRL key, and select only activities 5010, 5020, and

5030.

Select Connect selected activities.

The system creates FS relationships between the activities. The order

of the relationships is determined by the order in which the activities

are displayed in the planning board (from top to bottom). This is

defined by default via the activity numbers, but it can also be defined

using filter, group, or sort functions.

6. Schedule your entire project again.

Note how the time bars for activities 5010, 5020 and 5030 change.



The planned dates of activities 5010, 5020, and 5030 now follow each

other in sequence.

7. The three activities are not yet integrated in the rest of the network. In the

graphic, create an FS relationship between activity 1000 and activity 5010.

a) Activate the connect mode. To do this, choose Switch connect mode

on/off .

The cursor is displayed as a pencil in the graphic area. Create the FS

relationship.

With the mouse button pressed, drag the cursor from the right half of

activity 1000 to the left half of activity 5010, and release the mouse

button.

Finally, choose Switch connect mode on/off again to deactivate connect

mode.

8. Reschedule your project and observe the change.



Activity 5010 (and therefore also activities 5020 and 5030) now starts

once activity 1000 is finished.






9. Use the table to create an FS relationship between activity 5030 and activity

3100 Material procurement plant components.

a) Select activity 5030 and choose edit relationship (tabular).

A list of the activity relationships appears.

Create the FS relationship for activity 3100. Choose the Successor

tab page.

Select the Material procurement plant components activity in the

Activity selection section.

Choose Create relationship and confirm your input using Back .

10. Schedule your entire project again and analyze the change.



The new relationship affects the latest date of operations 5010, 5020,

and 5030. The dates of the higher-level WBS element were changed

accordingly.

11. Check the floats in your project.

First, click the Dates tab on the detail screen for activity 5010 Planning of

instrumentation.

What is the total float of the activity? _____________

How big is the free float of the activity? _____________

Display the total float directly in the diagram area. Configure the system

in such a way that only those activities with a negative total float are

highlighted as critical activities.

a) Double-click either the time bar of activity 5010 or the activity number.

Go to the Dates tab and note the total float.

Finally, click the Back icon to exit the detail screen.

b) Choose the Options icon.

Choose Planning board in the navigation area and then click the Diagram area tab page.

Select the Show total float indicator.

Enter the value “1-” in the Critical from field (note the sign)

Confirm your data entries by clicking Copy.






12. Activity 5020 Detailed planning for instruments is not to start before a

certain date. Set a date constraint for the start date in the Dates detail screen

of the activity.


a) Double-click either the activity time bar or activity number 5020.

Choose the Dates tab page and, in the the Start field, choose the Cannot

start before value.




How big is the free float of the activity now? _____________

Why does activity 5010 have a free float?



Note the free float in the detail screen of activity 5010.

The free float is the difference between the earliest finish date for an

activity and the earliest start date for the successor. The earliest start for

the successor was only set to a later date by restricting the start date

of the successor (5020, Cannot start before). Free floats also appear

for parallel activities that have the same successor. In this case, thelonger activity determines the earliest start date of the successor and the

shorter activity has a free float.

14. Save the time scheduling of your project without saving your user-specific

changes to the project planning board.

a) Choose Save and, where applicable, answer the confirmation prompt

about saving user-dependent data by choosing No.




PLM220 Lesson: Actual Dates

Exercise 3: Actual Dates from

ConfirmationsExercise Objectives


• Describe the effects of actual dates on time scheduling

Business Example

You create partial confirmations for activities that are already being processed and

calculate the resulting shifts in dates for your project.

Task:

1. So far, you have planned dates but not begun to enter actual dates. Actual

dates, however, can also affect your planned dates. Take a look at how

actual dates affect planned dates in the project planning board. To do this,

start by opening your project in the project planning board and alter the

display accordingly.

2. Before you start to enter actual dates, transfer the dates planned previously

(basic dates) to the set of dates for alternative time scheduling (forecast

dates).Show the forecast dates, compare them with the basic dates, and then hide

them again.

Hint: Forecast dates can be determined via scheduling in the same

way as basic dates. These dates are simply alternative dates for time

scheduling and are used in the course to “freeze” time scheduling at

a certain point in time. This allows comparisons to be made with

changed time scheduling (basic dates) at a later stage.

3. Before you can enter actual data, you have to release activities or WBS

elements. Release WBS element T-100##.1 Engineering and Design.

The status is inherited to lower-level activities to allow you to continue

entering actual activity data.

4. Enter a partial confirmation for the activity 1000 Engineering of

drawing/calculation/design. Display both the actual dates and the basic

dates in the diagram area.

Enter the following data in the confirmation dialog window:








Solution 3: Actual Dates from

ConfirmationsTask:

1. So far, you have planned dates but not begun to enter actual dates. Actual

dates, however, can also affect your planned dates. Take a look at how

actual dates affect planned dates in the project planning board. To do this,

start by opening your project in the project planning board and alter the

display accordingly.


Planning Board ! Change Project (double-click to select transaction)

Enter your project in the Project definition field, select With activities,

use project planning board profile 1001 Elevators/Turbines and click

the Open project icon.

To optimize the graphic display, choose the Adapt graphic icon.

2. Before you start to enter actual dates, transfer the dates planned previously

(basic dates) to the set of dates for alternative time scheduling (forecast

dates).

Show the forecast dates, compare them with the basic dates, and then hide

them again.

Hint: Forecast dates can be determined via scheduling in the same

way as basic dates. These dates are simply alternative dates for time

scheduling and are used in the course to “freeze” time scheduling at

a certain point in time. This allows comparisons to be made with

changed time scheduling (basic dates) at a later stage.


In the menu, choose Edit ! Reconcile dates! Transfer basic date

to forecast .

If the “Schedule WBS elements” dialog box appears, choose No.

b) Choose Set of Dates/View.

In the dialog box, select Forecast dates and choose Confirm to confirm

your input.

Follow the same procedure to hide the forecast dates again after you

have compared them with the basic dates.








Note, in particular, how the basic dates for activity 1000 change.



The system uses the confirmation data to determine a provisional finish

for the activity being processed. The duration of the activity is based on

the actual duration and the forecast (remaining) duration. As a result

the planned dates of the following activities in the network are shifted.

6. You can use the Shift order indicator to prevent the actual start dates from

affecting scheduling. Modify the parameter for scheduling in the project

planning board so that all settings match those of the “bottom-up” scenario,

while the Shift order indicator is also active.

Then schedule your entire project again and analyze the date changes.

a) Choose the Options icon.

All settings in the predefined “bottom-up” scheduling scenario are

fixed. In particular, you cannot change the Shift order indicator.

First, set the scheduling scenario to Free scheduling .

The settings for the predefined profile IDES scheduling forward

correspond to the “bottom-up” scenario in scheduling type and form.

You may still need to set the “Adjust basic dates” indicator and enter

999 in the “Start in past” field.

Set the Shift order indicator.


b) Now reschedule your project.

Choose Select all to select all objects.


Notice how the time bar of activity 1000 becomes shorter and the dates

of all following activities are adjusted.

7. Compare the basic dates with the forecast dates.

Hide the forecast and actual dates again.

a) Choose Set of Dates/View.

In the dialog box, select Forecast dates and choose Confirm to confirm

your input.

After you have compared the dates, hide the forecast and actual dates

again.






8. Select the “bottom-up” scheduling scenario again.

a) Choose the Options icon.

Change the scheduling scenario to “Bottom-up”.


9. Save your modified schedule without saving any user-specific changes made

to the project planning board.

a) Choose Save to save the changes to your project, but do not change

your user-specific settings.




PLM220 Lesson: Capacities - Overview

Exercise 4: Quick Run of Planning and

Execution of Internal ActivitiesExercise Objectives


• You carry out a “quick run” of planning and execution of internal activities

in the project planning board.

Business Example

You plan, monitor and execute internal activities in the project planning board for

an activity of your turbine project using a “quick run”.

Task:


2. Open your project T-100## including activities in the project planning board.

Use the 1001 Elevators/Turbines planning board profile.

3. Plan work for activity 1100 Engineering of running gear .


Field Name Values

Work center 2200

Work 120 hours

Activity type 1429


4. Determine the capacity requirements for your project using the appropriate

functions in the project planning board menu.

Keep an eye on the status bar in the project planning board. The capacityrequirements will only be calculated after the next scheduling run.

Hint: You can determine capacity requirements automatically on

saving by activating the Capacity requirements indicator in the

network header. You can also make this network header setting in

the project planning board by selecting an activity and choosing

Details! Network header .





Unit 3: Capacities PLM220

Start scheduling your entire project.

5. Analyze the capacity requirements of the WBS element T-100##.1

Engineering and Calculation. Use the capacity overview in the project

planning board to do this.

In the capacity overview for work center 2200 Specifications statics, display

a histogram of the requirements instead of a bar chart.

Display the legend for an explanation of the information shown. Then hide

the legend again.

Hint: You can also look at the work center from the project planning

board. To do so, double-click the work center.

Close the capacity overview.

6. The two activities 1000 Engineering of drawing/calculation/design and 1100

Engineering of running gear are completed as planned. Enter the relevant

final confirmations.

Now observe the status of activity 1000.

Hint: As a result of the final confirmation, the system resets all the

capacity requirements of the activity to zero. In the previous unit,

you entered a partial confirmation of 20%, which left a capacity

requirement of 80%.

7. Save the changes to your project and return to the SAP menu.





Solution 4: Quick Run of Planning and

Execution of Internal ActivitiesTask:




2. Open your project T-100## including activities in the project planning board.

Use the 1001 Elevators/Turbines planning board profile.

a) Enter your project in the Project definition field and select the Elevators/Turbines planning board profile. Set the with activities

indicator and choose the Open project icon.

3. Plan work for activity 1100 Engineering of running gear .


Field Name Values

Work center 2200

Work 120 hours

Activity type 1429


a) Call up the detail screen for activity 1100 by double-clicking the time

bar or the activity number.

Click the Internal tab and enter the data specified.


4. Determine the capacity requirements for your project using the appropriate

functions in the project planning board menu.

Keep an eye on the status bar in the project planning board. The capacityrequirements will only be calculated after the next scheduling run.

Hint: You can determine capacity requirements automatically on

saving by activating the Capacity requirements indicator in the

network header. You can also make this network header setting in

the project planning board by selecting an activity and choosing

Details! Network header .






Start scheduling your entire project.

a) Choose Select all to select all objects.

Choose Edit ! Functions! Activate capacities.

Finally, start scheduling your project by clicking the appropriate icon.

5. Analyze the capacity requirements of the WBS element T-100##.1

Engineering and Calculation. Use the capacity overview in the project

planning board to do this.

In the capacity overview for work center 2200 Specifications statics, display

a histogram of the requirements instead of a bar chart.

Display the legend for an explanation of the information shown. Then hide

the legend again.

Hint: You can also look at the work center from the project planning

board. To do so, double-click the work center.

Close the capacity overview.

a) Select the WBS element T-100##.1.

Choose the Capacity overview icon.

b) Select work center 2200, then right-click to open the context menu

and choose Load as histogram.

Choose the appropriate entry in the context menu for displaying the

legend.

Show the legend and hide it again using Close chart in the menu.

c) To close the capacity overview, choose, for example, Close chart from

the context menu.

6. The two activities 1000 Engineering of drawing/calculation/design and 1100

Engineering of running gear are completed as planned. Enter the relevant

final confirmations.






Now observe the status of activity 1000.

Hint: As a result of the final confirmation, the system resets all the

capacity requirements of the activity to zero. In the previous unit,

you entered a partial confirmation of 20%, which left a capacity

requirement of 80%.

a) Hold down the CTRL key and select the two activities 1000 and 1100.

Choose the Confirm activity icon.

The dialog screen for confirming activity 1000 appears. Enter the

earliest finish as the finish date. Copy the remaining data and go

to the next activity.

Do this by clicking Next activity.

Enter the earliest start or earliest finish as the actual start or finish and

copy the remaining data.

Choose Back .

b) Call up the detail screen of activity 1000 by double-clicking the activity

bar or the activity number. You may need to switch to the Internal tab.

The activity should have the statuses Released , Manually confirmed ,

and Confirmed .

Choose Back .7. Save the changes to your project and return to the SAP menu.

a) Finally, choose Save and then Back to return to the SAP menu.




PLM220 Lesson: Available Capacity and Capacity Requirements

Exercise 5: Available Capacity and

Capacity RequirementsExercise Objectives


• Define the available capacity

• Generate capacity requirements

Business Example

You create a new work center and define the available capacity for capacities of

this work center. This work center is used for assembly activities for your turbine project. You therefore calculate the corresponding capacity requirement.

Task:

1. Create a new work center in the Project System menu. Later, you will use

this work center in your network and examine the corresponding capacity

requirements.

Use the following data on the initial screen:

Field name Values

Plant 1300

Work center 25##

Work center category 0006

The basic data screen appears for the work center. Enter the following data:

Field name Values

Text Group ##, assembly

Responsible person 001

Usage 003, only networks

Save your entries before continuing.

2. Next enter the data for the available capacity for the work center.

Use the following data on the Capacities tab page of your work center 25##:






Field name Value

Capacity category 002

Other formula SAP008

Int dist key SAP030

Enter the available capacity for this capacity category on the detail screen.

Use the following data for this:

Field name Value

Capacity planner grp 001

Factory calendar ID 01

Base unit of measure Hours

Start 8 a.m.

Finish 18:00

Length of breaks 1 hour

Capacity utilization 100 %

Number of individual capacities 1

Relevant to finite scheduling Yes

Can be used by several operations… Yes

Overload 20 %

Long-term planning No


3. Your new work center is still missing scheduling data and needs to be

assigned to a cost center. Maintain this data.

Enter the following data in the detail screen for scheduling:

Field name Value



Next, enter the cost center assignment and the costing data on the Costing

tab page as follows:








Solution 5: Available Capacity and

Capacity RequirementsTask:

1. Create a new work center in the Project System menu. Later, you will use

this work center in your network and examine the corresponding capacity

requirements.


Field name Values

Plant 1300

Work center 25##

Work center category 0006

The basic data screen appears for the work center. Enter the following data:

Field name Values

Text Group ##, assembly

Responsible person 001

Usage 003, only networks


a) SAP Menu! Logistics! Project System ! Basic Data! Master

Data!Work Center ! Master Record ! Create (Double-click to

select the transaction)

Use the data specified on the initial screen.

Then click the Basic data button or go to the next screen by choosing

Enter .

b) Next, on the basic data screen for the work center enter the data

specified in the exercise.


2. Next enter the data for the available capacity for the work center.

Use the following data on the Capacities tab page of your work center 25##:






Field name Value



Int dist key SAP030

Enter the available capacity for this capacity category on the detail screen.

Use the following data for this:

Field name Value

Capacity planner grp 001

Factory calendar ID 01

Base unit of measure Hours

Start 8 a.m.

Finish 18:00

Length of breaks 1 hour

Capacity utilization 100 %

Number of individual capacities 1

Relevant to finite scheduling Yes

Can be used by several operations… Yes

Overload 20 %

Long-term planning No


a) Choose from the menu Work Center ! Change.

Enter your work center ID.

b) Choose the Capacities button. Enter the capacity category, enter the

other formula in the field Other formula, and the Int dist key in the

field labeled Int. dist. Key.

Confirm your input with Continue.

c) Enter the detail screen of the capacity category that you just created

by chossing the Capacity header data icon. Now specify the available

capacity. Use the data indicated for this.

Confirm your input with Continue.







3. Your new work center is still missing scheduling data and needs to be

assigned to a cost center. Maintain this data.

Enter the following data in the detail screen for scheduling:

Field name Value



Next, enter the cost center assignment and the costing data on the Costing

tab page as follows:

Field name Value

Start date Start of current year

Cost center 4290

ActType Int.Proc. 1421

Formula key (field has no label) SAP008

Then save your entries and go back to the main SAP menu.

a) Choose Scheduling on the initial screen to change your work center

25##.

The detail screen for scheduling appears. Enter the specified data andconfirm your entries.

b) Choose the Costing tab page.

Enter the specified data and confirm your entries.

Finally, choose Save followed by Back to return to the SAP menu.

4. Use your new work center 25## in your project, in activity 4000 Production

of running gear, bearing, valves. Edit the project using the project planning

board.

In addition, plan work for this activity on your work center. Use the

following data:






Field Name Value

Work center 25##

Work 300 hours

Duration 30 days

DistKeyCapRqInt SAP020



Open your project T-100## including activities.

Call up the detail screen for activity 4000 by double-clicking the time

bar or the activity number.

Choose the Internal tab page and enter the data indicated.

Choose Back .

5. The capacity requirements and planned dates are no longer up-to-date.

Update the data for your project by rescheduling the project.

Then check the capacity load of work center 25##.

View the histogram display of the load in the capacity overview.

Is there an overload?

Note down the earliest start date and the latest finish date of the activity for comparison at a later stage.

Earliest start: ___________

Latest finish: ___________






Save your project, and go back to the main SAP menu.

a) Choose Select all to select all objects.


b) Check the capacity load of work center 25##.

Select WBS element T-100##.4 Production and then click the Capacity

overview icon.

Choose Load as histogram in the context menu (right mouse button).

Overloads on your work center are displayed in red.

Close the capacity overview and double-click to go to the detail screen

of activity 4000.

Switch to the Dates tab page on the detail screen of the activity. Note

down the earliest start date and the latest finish date of the activity

for comparison at a later stage. Your capacity requirements will be

within this period.

Exit the detail screen of the activity again by choosing Back .

c) Finally, choose Save followed by Back to return to the SAP menu.




PLM220 Lesson: Capacity Analysis

Exercise 6: Capacity Analysis

Exercise Objectives


• Analyze capacity requirements in the Structures Information System and in

a capacity overview

Business Example

You analyze the capacity requirements for your turbine project. You check

whether the capacities you need to carry out the project are also available on

the dates in question.

Task:

1. Analyze the capacity requirements for your project T-100## with the

enhanced individual overview of capacity requirements in the Project System

information system.

If you are asked to provide a PS info profile, enter YIDES_130000.

Change the selection of fields displayed in the report.

For example, remove the Work center text and add the following fields:

Field Name

Activity

Earliest start date

Latest finish date

Normal duration

Change the way in which the capacity requirements are grouped so that they

are sorted according to WBS elements.

Then exit the report without saving the overview.

2. Look at the capacity load utilization of your work center using a suitable

report in the PS information system.

Enter the following values on the initial screen of the report:






Field Name Value

Work center 25##

Capacity planner group 001


If you cannot see all the capacity requirements for your project, adjust the

evaluation period.

Take a closer look at the requirements for an individual period. To do this,

display the Activity field in the detail view.

Which activity creates the requirement?

Return to the display for all periods and display the load graphic.Finally, exit the graphic and the report.





Solution 6: Capacity Analysis

Task:

1. Analyze the capacity requirements for your project T-100## with the

enhanced individual overview of capacity requirements in the Project System

information system.


Change the selection of fields displayed in the report.

For example, remove the Work center text and add the following fields:

Field Name

Activity

Earliest start date

Latest finish date

Normal duration

Change the way in which the capacity requirements are grouped so that they

are sorted according to WBS elements.






Then exit the report without saving the overview.

a) SAP Menu! Logistics! Project System! Information System

! Structures! Enhanced Individual Overviews ! Capacity

Requirements (Double-click to select transaction)

On the initial screen, enter your project definition T-100##.


Click the Execute icon to call up the report.

b) Change the field selection by clicking the Choose fields icon.

Remove the Work center text and add the fields indicated.

Click Continue to update the field selection.

c) Click the Group icon.

Select the grouping criteria in the left half of the dialog box and choose

Hide fields.

Then choose the WBS element field and show it using the Show fields

icon.

Choose Continue.

d) Choose Back to exit the report.

A dialog box appears in which you can save the report data. Choose

No here.

Finally, exit the report entirely using the Back icon.

2. Look at the capacity load utilization of your work center using a suitable

report in the PS information system.

Enter the following values on the initial screen of the report:

Field Name Value

Work center 25##



If you cannot see all the capacity requirements for your project, adjust the

evaluation period.

Take a closer look at the requirements for an individual period. To do this,

display the Activity field in the detail view.

Which activity creates the requirement?






Return to the display for all periods and display the load graphic.

Finally, exit the graphic and the report.

a) SAP Menu! Logistics! Project System! Information System!

Resources! Capacity Load !Work Center View (Double-click to

select transaction).

On the initial screen, use the data specified.

Choose the Standard Overview icon.

b) A week-by-week list of your work center's capacity requirements

appears. This work center will probably be overloaded for several

weeks by the capacity requirements for your project.

If you do not find all capacity requirements for your project, choose

Settings! General and position your cursor in the Int. finish field in

the Interval to be evaluated section. Increase the value accordingly (if

necessary, compare it with the latest finish of the activity you noted

down previously).

c) Select a period whose requirements are greater than zero, then click

Cap. details/period .

Choose the Choose fields pushbutton.

Look for the Operation field on the right hand side of the dialog box

that appears. Select it and copy it to the left hand side of the dialog

box by clicking the Choose icon.

Confirm your data entries by clicking the Continue pushbutton.

Activity 4000 of your project causes the capacity requirement in this

period.

d) Choose Back .

Now choose the Standard Overview icon to display the load as a

graphic.

e) To exit the graphic and the report, continue to choose Back until you

have returned to the SAP menu.




PLM220 Lesson: Capacity Leveling

Exercise 7: Workforce Planning

Exercise Objectives


• Distribute planned work to personnel

• Analyze workforce planning

Business Example

You distribute planned work for various activities in your turbine project to

individual persons and check the availability of these resources. The employees to

which you have assigned work can access information about workforce planning

later as part of time-data recording.

Task:

1. Create a project organization for the top level WBS element of your project

in the project planning board. This project organization serves as a “default

quantity” for workforce planning later on.

Assign the organizational unit 1300 Frankfurt Project Center to the WBS

element Turbine.

Which persons make up your project organization? ___________________

Finally, save your data and go back to the main SAP menu.

2. Assign a person to the capacity category in your work center. The positions

and persons have already been created in the HR system and can be used for

workforce planning later on.

Assign position 500141## to capacity category 002 of your work center 25##.

Then save your work center change.

3. Now assign personnel resources to activities of your projects. Do this using

the workforce planning project view and persons of your project team and

your work center.

Enter the following data on the initial screen of the relevant transaction:

Field name Value

Project T-100##

Profile 1302






Profile 1302 is used to calculate the planning period relative to the current

date. In this case, you do not need to enter a start or finish date for workforce

planning.

The employee Dieter Martens is a member of your project team. Assign him

to activity 1200 Engineering of case.

Now enter several hours for a few periods on the right-hand side of the

graphic.

Hint: If none of the fields are ready for input, the capacity

requirements for the activity are outside the planning period. You

can now adjust the assignment: Select the assignment and click the

Change assignment pushbutton. You can change the assignment

period here. Then choose the Copy icon.

Display the availability or load for Dieter Martens.

Stay in workforce planning and assign the person from your work center

25## to activity 4000 Production of running gear, bearing, valves.

Now schedule this person for a few hours at the proposed times. Allocate

some hours during the first week of the scheduled capacity requirements by

scrolling sideways to find the schedule work time frame.

Save your entries.

4. Evaluate the workforce planning settings for your project.Enter the following data on the initial screen of the relevant transaction:

Field name Value

Project T-100##

Profile 1302

With availability pers. res. Select

An overview of the personnel assigned to the project appears. The first

column shows Exceptions. These exceptions are highlighted using traffic

light colors. Create an exception yourself. Set the traffic lights to change to

red if less than 5% of the requirements are assigned to a resource.

Then exit the evaluation.





Solution 7: Workforce Planning

Task:

1. Create a project organization for the top level WBS element of your project

in the project planning board. This project organization serves as a “default

quantity” for workforce planning later on.

Assign the organizational unit 1300 Frankfurt Project Center to the WBS

element Turbine.

Which persons make up your project organization? ___________________






Finally, save your data and go back to the main SAP menu.

a) SAP Menu! Logistics ! Project System! Project ! Project


Enter your project in the Project definition field, select With activities,

use project planning board profile 1001 Elevators/Turbines and click

the Open Project icon.

b) You can assign the project organization in the project planning board

on the detail screen of the WBS elements. To do this, go to the detail

screen of the uppermost WBS element (by double-clicking WBS

element T-100## Turbine).

Click the Project team for WBS element icon.

An overview of the personnel resources assigned to this elementappears.

Now assign organizational unit 1300 Project Center Frankfurt to WBS

element Turbine.

Place your cursor on the Turbine row and click the Create assignment

icon.

Another dialog box appears. Here, double-click the Organization unit

row.

Now enter *proj* on the Abbreviation and Name tab of the search

screen and select Start search.

Select the entry described as Project Center Frankfurt and confirm this

by clicking Copy.

In the next dialog box, click the Save icon to create the assignment.

You return to the initial screen.

c) Expand all the branches in the overview to find the persons that belong

to this project organization.

Then exit the project organization assignment. Choose Back .

d) Exit the detail screen of the WBS element by clicking the Back icon.

Finally, click Save and then use Back to return to the SAP menu.

2. Assign a person to the capacity category in your work center. The positions

and persons have already been created in the HR system and can be used for

workforce planning later on.

Assign position 500141## to capacity category 002 of your work center 25##.








Now enter several hours for a few periods on the right-hand side of the

graphic.

Hint: If none of the fields are ready for input, the capacity

requirements for the activity are outside the planning period. You

can now adjust the assignment: Select the assignment and click the

Change assignment pushbutton. You can change the assignment

period here. Then choose the Copy icon.

Display the availability or load for Dieter Martens.

Stay in workforce planning and assign the person from your work center

25## to activity 4000 Production of running gear, bearing, valves.

Now schedule this person for a few hours at the proposed times. Allocatesome hours during the first week of the scheduled capacity requirements by

scrolling sideways to find the schedule work time frame.

Save your entries.

a) SAP Menu! Logistics! Project System ! Resources!Workforce

Planning ! Project View (Double-click to select transaction).

Enter the specified data on the initial screen and then click the Execute

icon.

b) An overview of all activities that have capacity requirements in the

planning period appears. Filter out the activities that are assigned toWBS element T-100##.1 Engineering and Calculation.

Use the Other WBS element button for this, and choose the WBS

element in the dialog box by double-clicking it.

c) Select activity 1200 Engineering of case and then click the Create

assignment icon.

This opens up a dialog box containing your project team.

Select the line Dieter Martens and choose Assign.

You can now assign the person to the activity for individual periods.

To do this, enter several hours for a few periods on the right-handside of the table.

Then select the assignment and choose the Availability of personnel

resources icon to display the availability or load for “Dieter Martens”.

d) Stay in workforce planning and now assign the person from your work

center 25## to activity 4000 Production of running gear, bearing,

valves.






First call up the activity view of WBS element T-100##.4 Production.

Do this using the Other WBS element pushbutton and choose the WBS

element T-100##.4 Production by double-clicking it.

Select activity 4000 Production of running gear, bearing, valves and

click the Create assignment icon.

The (inherited) project team list appears again. The person from your

work center is not yet listed.

Choose the Work Center Organization Structure. Expand the

organizational structure of the work center until you find the person

you are looking for.

Next, select the person (not the position) and click Continue.

The person is now listed along with the project team. You can nowcontinue as before.

Select the person and click Assign.

Now schedule this person for a few hours at the proposed times and

confirm your input.

Allocate some hours for the activity. Since the activity is planned far in

the future, you now have to adjust the planning period (see the note in

the exercise).

Finally, click the Save icon and return to the SAP menu.

4. Evaluate the workforce planning settings for your project.

Enter the following data on the initial screen of the relevant transaction:

Field name Value

Project T-100##

Profile 1302

With availability pers. res. Select

An overview of the personnel assigned to the project appears. The first

column shows Exceptions. These exceptions are highlighted using trafficlight colors. Create an exception yourself. Set the traffic lights to change to

red if less than 5% of the requirements are assigned to a resource.






Then exit the evaluation.

a) SAP Menu! Logistics! Project System ! Resources!Workforce

Planning ! Evaluation (Double-click to select transaction)

Enter the specified data on the initial screen and then click the Execute

icon.

b) Choose Settings and go to the Exceptions tab page.

In the Activity work distributed in % section, enter a value of 5%

alongside the Less than or equal to sign. You may also select the

Display indicator.

Change the color of the traffic light to red by simply clicking it with the

left mouse button.

Finally, click Copy.

Most of the activities of your project will now be shown with a red

traffic light, as your work was not distributed to any persons.

c) Finally, exit the evaluation by clicking Back .




PLM220 Lesson: Confirmations

Exercise 8: Confirmations and Actual

Capacity RequirementsExercise Objectives


• Enter confirmations using collective confirmations and the Cross-Application

Time Sheet.

• Analyze current capacity requirements

Business Example

Some internal activities you planned for your turbine project have already been performed. You enter appropriate confirmations in the Structure Information

System using the Cross-Application Time Sheet and evaluate the results of these

confirmations.

Task:

1. For the entry of actual services and dates, it is essential that you release your

activities and WBS elements (set Released status).

To do this, first release your entire project in the project planning board

and save your changes.

2. You are already familiar with individual confirmation from the exercisesfor the unit on scheduling. You should now use collective confirmation to

confirm several of your project activities at once.

You can call up the collective confirmation function from the Structure

Information System. If prompted by the system, specify the profile

YIDES_130000. Enter final confirmations for operations 1300 and 2000,

and save your confirmations.

Next, refresh the report to analyze the changes.

Finally, exit the information system without saving the overview.

3. Change your work center 25## in the Project System menu so that actual

capacities can be determined and recorded using the confirmed services. In

the next exercise, you will enter a confirmation with reference to your work

center.

4. Now use the time sheet to enter actual data for internally-processed activities.

Confirm the activities for the person that you have assigned to work center

25## (using position assignment).






The corresponding personnel number is: 1920 + ## (e.g. ## = 11, which

makes the personnel number 1920 + 11 = 1931).

Use the following data on the CATS classic initial screen:

Field name Value

Data entry profile 1301

Personnel number 1920 + ##

You can now specify the key date and a confirmation pool.

Using the worklist, enter six hours of work for today for activity 4000

Production of running gear, bearing, valves.

The status (partial confirmation or final confirmation) for the operationwill be determined automatically.

Save the times entered.

Although you have entered the times, they have not yet been updated in the

activity. Transfer the times entered to the Project System.

Use the following data on the Data transfer initial screen:

Field name Value


Test Run indicator Deselect

The system displays an overview that shows how many records have been

read and to which activities data has been transferred. Actual capacities are

written with the confirmation. You will analyze the capacity requirements

in the next exercise.

5. Take another look at the capacity requirements of your project. Use an

extended evaluation for capacity planning, which allows a selection of work

centers using WBS elements.

On the initial screen of the evaluation, use the topmost WBS element of your

project to select the work centers. Finally, temporarily adjust the time profileso that you can analyze capacity requirements for the next 24 weeks, at least.

Hint: You use extended capacity evaluation based on a standard

delivery. The underlying overall profile has the key SAPPS_G020.

This profile normally has no actual capacities. However, your trainer

changed the corresponding standard profile before the start of the

exercise.






An overview appears, though this does not display any actual capacity

requirements as yet. Change the field selection to display the following

fields:

Field name

Actual capacity requirements

Target capacity requirement

Remaining capacity requirements

Available capacity

Actual capacity load

Target capacity load

Hint: The field selection will suggest requirements, loads and

available capacities. The loads are always calculated from

the relationship between the requirement and the available

capacity (example: Actual capacity load = actual capacity

requirements/available capacity). The free capacity is the difference

between requirement and available capacity.

Now investigate the capacity requirements for a work center (for example,

work center 2000) for an individual period.

How many different projects have requirements in this period?

You can also change the field selection in this overview and go to the work

center or activities.

Exit the report.





Solution 8: Confirmations and Actual

Capacity RequirementsTask:

1. For the entry of actual services and dates, it is essential that you release your

activities and WBS elements (set Released status).

To do this, first release your entire project in the project planning board

and save your changes.

a) SAP Menu! Logistics ! Project System! Project ! Project


Enter T-100## in the Project def. field, set the With activities

indicator, and open your project.

Next, select the project definition in the tabular area of the project

planning board and choose Edit ! Status! Release. The status is

inherited by the lower-level WBS elements and activities.


2. You are already familiar with individual confirmation from the exercises

for the unit on scheduling. You should now use collective confirmation to

confirm several of your project activities at once.

You can call up the collective confirmation function from the Structure

Information System. If prompted by the system, specify the profileYIDES_130000. Enter final confirmations for operations 1300 and 2000,

and save your confirmations.

Next, refresh the report to analyze the changes.






Finally, exit the information system without saving the overview.


Structures! Structure Overview (Double-click to select transaction)

If prompted by the system, specify the profile YIDES_130000.

The initial screen for the Structure Information System appears.

Specify your project and click the Execute icon.

b) Click Deselect all and, in the overview, only select operations 1300

Engineering of control valves and 2000 Planning of systems and

instrumentation.

Choose Extras/environment ! Confirm! Collective Confirmation to

access the collective confirmation of both activities.

Activate the Final confirmation indicator (column F ) for both activities

and confirm your entries.

Once you have confirmed your entries, the planned data for the

activities is read. You can still change the data.

Click Save. This takes you back to the structure overview.

c) Click Refresh to refresh the report data after your confirmation.

Additional actual dates and actual costs are displayed on the basis

of the confirmation.

Choose Back to exit the structure info system without saving the

overview.

3. Change your work center 25## in the Project System menu so that actual

capacities can be determined and recorded using the confirmed services. In

the next exercise, you will enter a confirmation with reference to your work

center.

a) SAP Menu! Logistics! Project System ! Basic Data! Master

Data!Work Center ! Master Record ! Change (Double-click

to select the transaction)

Enter your work center 25## and choose the Capacities pushbutton.

Activate updating of actual capacities. To do this, click ActCapReqmnin the lower section of the capacity detail screen.

A dialog box appears. Enter a value of 2 ( ActCapReqmts from services)

in the Calc.actual cap.reqmts field.

Confirm your entries by clicking Continue.







4. Now use the time sheet to enter actual data for internally-processed activities.

Confirm the activities for the person that you have assigned to work center

25## (using position assignment).

The corresponding personnel number is: 1920 + ## (e.g. ## = 11, which

makes the personnel number 1920 + 11 = 1931).

Use the following data on the CATS classic initial screen:

Field name Value

Data entry profile 1301


You can now specify the key date and a confirmation pool.Using the worklist, enter six hours of work for today for activity 4000

Production of running gear, bearing, valves.

The status (partial confirmation or final confirmation) for the operation

will be determined automatically.

Save the times entered.

Although you have entered the times, they have not yet been updated in the

activity. Transfer the times entered to the Project System.

Use the following data on the Data transfer initial screen:

Field name Value


Test Run indicator Deselect






The system displays an overview that shows how many records have been

read and to which activities data has been transferred. Actual capacities are

written with the confirmation. You will analyze the capacity requirementsin the next exercise.

a) SAP Menu! Logistics! Project System! Progress! Confirmation

! Time Sheet !CATS Classic! Record Working Times (Double-click

to select transaction)

Use the data indicated on the initial screen and confirm your entries.

Now start time entry by clicking Enter times.

b) The worklist should display activity 4000, to which you previously

assigned the person during workforce planning.

Now enter six hours of work for today for activity 4000 Productionof running gear, bearing, valves.

Select the activity in the worklist and click the Copy row pushbutton.

Change the times for today accordingly.

c) Note which status (partial confirmation or final confirmation) is to be

entered for the activity. Do this by double-clicking the cell with the

time entered.

A dialog box appears in which you can determine the status. Activate

the Determine status automatically indicator and confirm your data

entries by clicking Continue.

Click Save to record your time data entry and return to the SAP menu.

d) Now transfer the times entered to the Project System.

SAP Menu! Logistics! Project System! Progress! Confirmation

! Time Sheet ! Transfer ! Project System! Transfer (Double-click

to select transaction)

Use the data specified on the initial screen and then click Execute.

Click Back to exit the overview and the transfer.

5. Take another look at the capacity requirements of your project. Use an

extended evaluation for capacity planning, which allows a selection of work centers using WBS elements.






On the initial screen of the evaluation, use the topmost WBS element of your

project to select the work centers. Finally, temporarily adjust the time profile

so that you can analyze capacity requirements for the next 24 weeks, at least.

Hint: You use extended capacity evaluation based on a standard

delivery. The underlying overall profile has the key SAPPS_G020.

This profile normally has no actual capacities. However, your trainer

changed the corresponding standard profile before the start of the

exercise.

An overview appears, though this does not display any actual capacity

requirements as yet. Change the field selection to display the following

fields:

Field name

Actual capacity requirements

Target capacity requirement

Remaining capacity requirements

Available capacity

Actual capacity load

Target capacity load

Hint: The field selection will suggest requirements, loads and

available capacities. The loads are always calculated from

the relationship between the requirement and the available

capacity (example: Actual capacity load = actual capacity

requirements/available capacity). The free capacity is the difference

between requirement and available capacity.

Now investigate the capacity requirements for a work center (for example,

work center 2000) for an individual period.

How many different projects have requirements in this period?

You can also change the field selection in this overview and go to the work

center or activities.






Exit the report.

a) SAP Menu! Logistics! Project System ! Resources! Capacity

Requirements Planning ! Evaluation! Extended Evaluation

! Project View! WBS Element/Version (Double-click to select

transaction).

Enter the topmost WBS element T-100## in the initial screen.

Choose the option to change the time profile and, for example,

quadruple the values in the following fields: Database read period ,

Evaluation period finish date, and Planning period finish. Use the

relevant icons to copy your changes.

Then start the evaluation using the Continue icon on the initial screen.

b) First, change the field selection to display the fields specified.

Choose Choose fields. Then use the Choose and Do not choose icons

to select the required fields. Finally, confirm your field selection by

clicking Continue.

For your work center 25##, actual capacity requirements should be

displayed on the basis of the confirmation that you previously made in

the time sheet.

c) Next, investigate the capacity requirements for work center 2000 in an

individual period.

To do this, select a period with remaining capacity requirements for

work center 2000, and then click the Single pushbutton.

You should now see the various projects that have requirements during

this period in the list.

You can change the field selection or branch to the work center or

activities as required.

d) Click Back twice to return to the SAP menu.

A dialog box appears. Confirm this by clicking Yes.




PLM220 Lesson: External Processing

Exercise 9: External Activities

Exercise Objectives


• Plan and purchase external services in networks

Business Example

You plan external procurement of services for your turbine project with the help of

appropriate externally-processed activities. These services are procured via the

Purchasing Department.

Task 1:Ensure that you can group your external services or the material components

of your project that are to be purchased into separate purchase requisitions in

the future. Save your changes.

1. In your project definition, specify two grouping indicators for purchase

requisitions. One must be called Services and the other must be called

Material.

Task 2:

Create two externally processed activities. Assign the purchase requisition

grouping indicator Services to both activities.

1. In the Project Builder, create an externally-processed activity for the topmost

WBS element of your project. Assign the purchase requisition grouping

indicator Services to the activity.

Enter the following data in the detail screen:

Field name Field name

Text External appraisal

Purchasing org. 1000

Purchasing group 001

Material group 00107 (other)

Vendor 1000

Price EUR 150

Plnd dely time 5





Unit 4: External Activities PLM220


Activity quantity 12 hours (Hrs)

Res./Purc. req. Immediately

Purchase requisition collective

indicator

Services

2. Create another externally-processed activity for your project. This time, you

do not need to enter the detailed information manually - use a prepared

purchasing info record instead. Also assign the purchase requisition grouping

indicator Services to this activity.

Create the activity for the WBS element T-100##.5 Assembly.


Field name Values

Text Ext. acceptance of

services performed

Purchasing info record 5500000057


indicator

Services

Adjust the activity quantity. Plan for 42 hours. Check whether a purchase

requisition is written when you save the data.

Finally, save your changes and go back to the main SAP menu.

3. Take a look at the list of purchase requisitions for your project T-100##

with the help of a suitable report.

In the report, assign a fixed vendor to the purchase requisition for the activity

External appraisal . Choose vendor 1000.

Hint: You can also display details on the purchase requisition.

Select the purchase requisition in the report and click the Display

requisition icon.

Save the changes made to the purchase requisition and return to the SAP

menu.

4. Now create a purchase order just for your project. To do so, use collective

processing in Purchasing (Pur.req assignment list).

Enter the number of your network in the Network field in the initial screen.






An overview of purchase requisitions for the network appears, sorted

according to vendors.

Check the purchase requisitions.

Now create a purchase order.

The system then displays an overview that contains the existing purchase

orders and open purchase requisitions on the left hand side. The details of the

new purchase order are shown on the right. Copy your purchase requisitions

or purchase requisition items and save the purchase order.

The purchase order number is displayed in the status bar (lower part of the

window). Make a note of the number: _________________

Then go back to the SAP menu.

5. Before you enter a goods receipt, you must release the activities (the goods

receipt is valuated in IDES - actual data can only be entered if the status of

the activity allows it).

Check the status of activities 5040 External appraisal and 5050 External

acceptance of services performed in the Project Builder. Release the activities

if necessary (since you already released the project in a previous exercise,

the status should have been inherited). Then go back to the SAP menu.

6. Now enter a goods receipt as a follow-on function for your purchase order.

Do not enter the entire purchase order quantity, but just a part.

Use the following data on the initial screen of the relevant transaction in

Purchasing:

Field name Values

Purchase order Your order number

The data from the purchase order is copied as default values. Reduce the

quantities and select the OK indicator. Now post the goods receipt.

The number of the goods receipt posting will now appear in the status bar.

7. Analyze the POs for your project using the Purchase order for project report

in the information system of the Project System.

Exit the report.





Solution 9: External Activities

Task 1:

Ensure that you can group your external services or the material components

of your project that are to be purchased into separate purchase requisitions in

the future. Save your changes.

1. In your project definition, specify two grouping indicators for purchase

requisitions. One must be called Services and the other must be called

Material.

a) Open your project in the Project Builder: SAP Menu! Logistics!

Project System ! Project ! Project Builder (double-click to select

transaction). “Drag and drop” your project T-100## from the worklist

to the structure tree.

Select the project definition and choose the Collect. PR Indicators tab.

There, enter the Services grouping indicator and the Material

grouping indicator. Save your changes using the icon .

Task 2:

Create two externally processed activities. Assign the purchase requisition

grouping indicator Services to both activities.

1. In the Project Builder, create an externally-processed activity for the topmost

WBS element of your project. Assign the purchase requisition groupingindicator Services to the activity.



Text External appraisal

Purchasing org. 1000

Purchasing group 001

Material group 00107 (other)

Vendor 1000

Price EUR 150

Plnd dely time 5







Activity quantity 12 hours (Hrs)

Res./Purc. req. Immediately


indicator

Services


(Double-click to select transaction)

“Drag and drop” your project T-100## from the worklist to the

structure tree.

b) In the templates area, expand the Individual objects section and then

the Activity section.

Drag and drop the Activity (external) object to the top WBS element in

the tree structure.

The new activity has been created. You can store the planning data

specified in the detail screen for the activity.

Confirm your entries. A temporary number for the purchase requisition

is displayed on the detail screen of the activity.

2. Create another externally-processed activity for your project. This time, you

do not need to enter the detailed information manually - use a prepared

purchasing info record instead. Also assign the purchase requisition groupingindicator Services to this activity.

Create the activity for the WBS element T-100##.5 Assembly.


Field name Values

Text Ext. acceptance of

services performed

Purchasing info record 5500000057

Purchase requisition collectiveindicator

Services

Adjust the activity quantity. Plan for 42 hours. Check whether a purchase

requisition is written when you save the data.






Finally, save your changes and go back to the main SAP menu.

a) “Drag and drop” the External processing object from the templates area

to the top WBS element ( Assembly) in the tree structure.

Enter the data indicated in the detail screen for the new activity.

Confirm your entries and the dialog box by clicking the Continue icon.

Data from the purchasing info record is copied to the activity.

Enter 42 hours (hrs) in the Activity quantity field.

Confirm your entries and save the project using the relevant icon .

If warning messages appear, acknowledge them.

When you save your entries, the purchase requisitions are generated for

the two externally-processed activities.

Choose Exit to exit the Project Builder.

3. Take a look at the list of purchase requisitions for your project T-100##

with the help of a suitable report.

In the report, assign a fixed vendor to the purchase requisition for the activity

External appraisal . Choose vendor 1000.

Hint: You can also display details on the purchase requisition.

Select the purchase requisition in the report and click the Display

requisition icon.






Save the changes made to the purchase requisition and return to the SAP

menu.


Material ! Purchase Requisition ! For Project (Double-click to

select report)

Enter your project T-100## in the Project field and call up the

report. To do this, choose Execute .

b) An overview of all purchase requisitions for the project appears.

Assign the fixed vendor 1000 to the purchase requisition for the activity

External appraisal .

Select the purchase requisition and click the Assign manually

pushbutton.

In the field, Fixed Vendor enter the value 1000.

Confirm your entries by clicking the Assign supply source pushbutton.

Save the changed purchase requisition by selecting Change requisitions.

Then exit the report by choosing Back .

4. Now create a purchase order just for your project. To do so, use collective

processing in Purchasing (Pur.req assignment list).

Enter the number of your network in the Network field in the initial screen.

An overview of purchase requisitions for the network appears, sortedaccording to vendors.

Check the purchase requisitions.

Now create a purchase order.

The system then displays an overview that contains the existing purchase

orders and open purchase requisitions on the left hand side. The details of the

new purchase order are shown on the right. Copy your purchase requisitions

or purchase requisition items and save the purchase order.

The purchase order number is displayed in the status bar (lower part of the

window). Make a note of the number: _________________







a) SAP Menu! Logistics! Materials Management ! Purchasing

! Purchase Order ! Create ! Via Requisition Assignment List


Enter the number of your network in the Network field in the initial

screen. (If you have forgotten the number, find it using the matchcode

search on the basis of the project definition)

Confirm the entries and execute the report.

To do this, choose Execute.

b) Position the cursor on vendor 1000.

Select Preqs per Assgt pushbutton (Reqs per assignment). Both

purchase requisitions or purchase requisition items of your project

are listed.

Return to the overview. To do this, click the Back icon.

c) Position the cursor on vendor 1000.

Select Process assignment .

A dialog box with information on creating the purchase order appears.

Confirm your entries with Continue.

Holding down the CTRL key, select your open purchase requisitions in

the document overview. Then click the Copy icon.

To save the purchase order, choose Save . Take a note of the PO

number that is displayed in the status line.

To return to the SAP menu, choose Back .

5. Before you enter a goods receipt, you must release the activities (the goods

receipt is valuated in IDES - actual data can only be entered if the status of

the activity allows it).






Check the status of activities 5040 External appraisal and 5050 External

acceptance of services performed in the Project Builder. Release the activities

if necessary (since you already released the project in a previous exercise,the status should have been inherited). Then go back to the SAP menu.




structure tree.

Go to the detail screen of each of the two activities in turn, and choose

Edit ! Status! Release.

To save your changes, click Save.

Exit the Project Builder by clicking the Exit icon.

6. Now enter a goods receipt as a follow-on function for your purchase order.

Do not enter the entire purchase order quantity, but just a part.

Use the following data on the initial screen of the relevant transaction in

Purchasing:

Field name Values


The data from the purchase order is copied as default values. Reduce the

quantities and select the OK indicator. Now post the goods receipt.

The number of the goods receipt posting will now appear in the status bar.


! Purchase Order ! Follow-On Functions ! Goods

Receipt (Double-click to select transaction)

Enter your purchase order number on the right of the Purchase order

field. Choose Enter to confirm your entries.

You can change the quantity and set the OK flag either in the detail

screen of the items (use the appropriate icons to move between the

individual items) or in the table overview (close the detail view first).

Implement the specified changes and click the Post icon.

Exit the transaction using the Back icon.

7. Analyze the POs for your project using the Purchase order for project report

in the information system of the Project System.






Exit the report.


Material ! Purchase Orders! For Project (Double-click to select

report)

Enter your project T-100## in the initial screen and execute the

report. To do this, click Execute.

You should now be able to see the purchase order with two items and

the quantities still to be delivered.

Click the Back icon to return to the SAP menu.




PLM220 Lesson: Service

Exercise 10: Services

Exercise Objectives


• Plan and purchase external services in networks

Business Example

In addition to the internal and external services already planned, you also require

various services to carry out your turbine project. You plan these services with the

help of an appropriate service activity. Purchasing functions are once again used

for the procurement, entry and acceptance of services.

Task:

1. In the Project Builder, create a service activity for WBS element T-100##.5

Assembly.

Enter the short text Service for the new activity and assign purchasing

group 001.

Enter values for the limits of unplanned services. Use the following data:

Field name Values

Overall limit No limit Select Expected value EUR 10000

You can now enter the planned services in the Services section. Refer to a

service master and use the following data:

Field name Values

Service number E-1301

Quantity 15

Check whether a price is entered for each service unit, and then exit theservice specifications processing.

Check the status of the activity. If necessary, release the activity (so that you

can post the service entry at a later stage).

Save your project, and make a note of the purchase requisition:

_________________________

Now exit the Project Builder.






2. Now order the service for your project in Purchasing. The supplier is

known to you: supplier 1000. The number of the purchasing organization

responsible is 1000, and the number of the purchasing group is 001, andthe number of the company code is 1000.

Enter the following data for the purchase order:

Field name Values

Purchase requisition (on the far

right of the table)

The purchase requisition

for the service activity

Requisition item 10

You can of course still change the order data. To do so, you need to process

the Services section for the item.

Save the purchase order. What is the purchase order number?

_______________________


3. Enter the services for the service activity purchase order. Now accept the

activity.

Create an entry sheet for your purchase order.

Enter the following data in the detail screen that appears:

Field name Values

Short text Group ##, sheet 1

External number ##

You can now enter services manually. This can, however, be a

time-consuming process. Instead, copy the services from the purchase order

service specifications

and enter only a part of the services. Reduce the service entered by 5 service

units and save the service entry.

Until now, you have only entered services, but not accepted them. The actualdata for the services provided is only updated in the service activity on

acceptance. Now accept the services.

Save the changed data. Observe the status line, and go back to the main

SAP menu.





Solution 10: Services

Task:

1. In the Project Builder, create a service activity for WBS element T-100##.5

Assembly.

Enter the short text Service for the new activity and assign purchasing

group 001.

Enter values for the limits of unplanned services. Use the following data:

Field name Values

Overall limit No limit Select

Expected value EUR 10000

You can now enter the planned services in the Services section. Refer to a

service master and use the following data:

Field name Values

Service number E-1301

Quantity 15

Check whether a price is entered for each service unit, and then exit the

service specifications processing.

Check the status of the activity. If necessary, release the activity (so that you

can post the service entry at a later stage).

Save your project, and make a note of the purchase requisition:

_________________________






Now exit the Project Builder.


(Double-click to select Project Builder)


structure tree.

In the templates area, expand the Individual objects section and then

the Activity section.

Drag and drop the Service object to the top WBS element T-100##.5

Assembly in the tree structure.

b) Enter the specified short text and the purchasing group, and confirm

your entries.

The new activity is created and the system calls up the service

specifications for the service activity.

c) In the Limits section, enter the specified data for unplanned services.

Now enter the planned services in the Services section. In doing this,

refer to the service master and enter the specified data. Confirm your

entries.

If no price is entered, enter the value 250 in the Gross price field.

Exit service specifications processing. Choose Back .

d) The detail screen appears again for the service activity.

If the activity does not yet have the Released status, choose Edit !

Status! Release.

Click the Save icon and confirm the scheduling warning message.

e) Once again, call up your project in the Project Builder to determine the

purchase requisition number. This number can be found on the service

activity detail screen.

Exit the Project Builder by clicking the Exit icon.

2. Now order the service for your project in Purchasing. The supplier is

known to you: supplier 1000. The number of the purchasing organizationresponsible is 1000, and the number of the purchasing group is 001, and

the number of the company code is 1000.

Enter the following data for the purchase order:






Field name Values

Purchase requisition (on the far

right of the table)

The purchase requisition

for the service activity

Requisition item 10

You can of course still change the order data. To do so, you need to process

the Services section for the item.

Save the purchase order. What is the purchase order number?

_______________________



! Purchase Order ! Create! Vendor/Supplying Plant Known(Double-click to select transaction)

In the Vendor field enter the value 1000 and confirm your entry.

If necessary, enter the purchasing organization responsible (1000),

purchasing group (100), and company code (1000) on the Org. Data

tab page in the PO header data.

In the purchase order items table, enter your purchase requisition

number and item number.

Confirm your input and save the PO by clicking the Save icon.

b) The purchase order number appears in the status bar.


3. Enter the services for the service activity purchase order. Now accept the

activity.


Enter the following data in the detail screen that appears:

Field name Values

Short text Group ##, sheet 1

External number ##

You can now enter services manually. This can, however, be a

time-consuming process. Instead, copy the services from the purchase order

service specifications

and enter only a part of the services. Reduce the service entered by 5 service

units and save the service entry.






Until now, you have only entered services, but not accepted them. The actual

data for the services provided is only updated in the service activity on

acceptance. Now accept the services.

Save the changed data. Observe the status line, and go back to the main

SAP menu.

a) SAP Menu! Logistics! Materials Management ! Purchasing !

Purchase Order ! Follow-On Functions! Service Entry Sheet !

Maintain(Double-click to select transaction).


First click the Other purchase order icon. Then enter your purchase

order number in the dialog box and select Continue.

Next, click the Create entry sheet icon and enter the specified datain the header of the entry sheet:

b) Choose Service Selection.

Enter your purchase order in the dialog box and click Continue.

An overview of the service specifications for the purchase order

appears. Select a line and copy it to the service specifications screen.

To copy it, click the Adopt services icon.

Reduce the service entered by 5 service units and save the service entry.

Click Save.

c) Now accept the services.

To accept the services, choose the Display/Change icon, then choose

the Accept icon.

Use the Save icon to save the modified data. The status line displays

information about the updating of the data in Controlling and Financial

Accounting, as well as the number of the acceptance document.





PLM220 Lesson: Assigning Material Components to Activities

Exercise 11: Material Assignment

Exercise Objectives


• Manually assign material components to network activities

• Use the BOM transfer

Business Example

Various material components are required for the final assembly of the turbine

system. You create a WBS BOM with all components that are required for your

specific project. You assign the items of the BOM to the different activities in

your project and plan their procurement.

Task 1:

1. Call up Project Builder and manually assign components to an activity in

your project T-100##.

In the component overview, assign component E-1517 to activity 3100

Material procurement plant components as a non-stock item.

Use the following data for the assignment in the component overview:

Field name Values

Material E-1517

Item category N

Requirements quantity 1

If necessary, choose Purchase requisition for network as the procurement

type for this component.

Take a look at the detail screen for the component and check the account

assignment category of the component.

Which account assignment category has been entered for the quantity/value

flow? ___

When will the purchase requisition be generated? __________

On which date will the component be procured? __________

2. Assign another material component to the same activity. Assign material

E-1203A as a stock item.





Unit 5: Materials PLM220

First return to the component overview for the activity.

As the second item, enter the material with the following data:

Field name Values

Material E-1203A

Requirement qty 1

Procurement indicator Delete field contents

Item category L

Create a reservation for the WBS element.

Check the account assignment category for the component.


flow? ___

Can the material be purchased? ______

Save the changed data and exit Project Builder.

3. Purchase requisitions and reservations were generated the last time data was

saved. Display the components of your project in the extended individual

components overview.

Make sure that the PS info profile YIDES_130000 is selected for the report.

Call up the report for your project T-100##.

Change the field selection for the report. Display the following fields in the

report:

Field name

Material

Material text

Purchase requisition

Requisition item

Requirements date

Requirements quantity

Quantity withdrawn

Account assignment category

Special stock

Exit the report without saving the overview.






4. Take a look at the component overview in the project planning board.

Display the component overview for all objects of your project.

Change the procurement dates. Use the following data:

Component E-1517 7 days earlier

Component E-1203A At the start of the activity

Save your changes, and go back to the main SAP menu.

Task 2:

If you want to assign several components, assigning materials manually can be

quite time consuming. As an alternative, you can assign bills of material (BOMs). Now create your own BOM and assign it to the project.

1. Create a single-level WBS BOM for the top WBS element of your project.

Use the material BOM T-20000 as the template.


Field name Values

WBS element T-100##

Material T-20000

Plant 1300

BOM usage 3 (universal)

Use the following data to copy the material BOM:

Field name Values

Material T-20000

Plant 1300

BOM usage 3

An overview of the material BOM appears. Select all components except for

material P-100 and copy these items to the WBS BOM.

Save the WBS BOM, and go back to the main SAP menu.

2. Now use the BOM transfer to assign the components of your WBS BOM to

your project activities.

Use the following data on the initial screen for the BOM transfer:






Field name Values

Project definition T-100##

WBS element T-100##

Material T-20000

Plant 1300

BOM usage 3

Check the BOM transfer selection parameters.

Use the following parameters:

Field name Values

WBS BOM Yes

Multi-level Yes

Plant stock 2

Project stock 1

Transfer the bill of materials.

First the results list appears, in which you see all the components that the

system can assign automatically.

Save the assignments. If necessary, confirm the scheduling warnings. Thengo back to the SAP menu.

3. BOMs are often changed during the course of a project. Expand your WBS

BOM to include material P-100 and double the requirement quantity for

component T-20100.

Use the following data to identify your BOM:

Field name Values

WBS element T-100##

Material T-20000

Plant 1300


Double the requirement quantity for component T-20100 and enter material

P-100 as an additional item using the following data:






Field name Values

Item category L

Component P -100

Quantity 1

Store another reference point for this item so that it can be assigned

automatically during the BOM transfer. Enter reference point 1310

Procurement plant components in the detail screen for the item.

Save your entries, and go back to the main SAP menu.

4. Update the component assignment for your project. Use the BOM transfer

again.

Enter the following data on the initial screen:

Field name Values


WBS element T-100##

Material T-20000

Plant 1300

BOM usage 3

Check the selection parameters of the BOM transfer again.

This time, use the following parameters:

Field name Values

WBS BOM Yes

All items Yes

Multi level Yes

Plant stock 2

Project stock 1

Hint: If you always call up the BOM transfer using the same

parameters, you should create a selection profile that contains these

settings.

Execute the BOM transfer and confirm your change.






Based on your selection parameters, an overview of the components that

could not be assigned automatically is now displayed. Do not assign any

components manually, rather go to the results list.

The icons in the first column of the results overview indicate whether the

component is being created, deleted, changed, or reallocated.






Solution 11: Material Assignment

Task 1:

1. Call up Project Builder and manually assign components to an activity in

your project T-100##.

In the component overview, assign component E-1517 to activity 3100

Material procurement plant components as a non-stock item.

Use the following data for the assignment in the component overview:

Field name Values

Material E-1517

Item category N

Requirements quantity 1

If necessary, choose Purchase requisition for network as the procurement

type for this component.

Take a look at the detail screen for the component and check the account

assignment category of the component.


flow? ___

When will the purchase requisition be generated? __________






On which date will the component be procured? __________


(Double-click to select Project Builder).


structure tree.

Expand the project definition and the WBS elements Turbine and

Purchasing to call up the detail screen of the activity.

b) Then go to the component overview for activity 3100. To do this,

click the Component overview icon.

Enter the specified data. Confirm your entries by clicking the Enter

icon.

c) A dialog box might appear in which you can select the procurement

type. From the dialog box, choose Purchase requisition for network

and confirm your entries by clicking the Continue icon.

d) Display the detail screen of the component.

Select the component in the overview and click the General pushbutton

to call up the detail screen.

Go to the Procurement Parameters tab page. This tab page shows

the account assignment category and the indicator Res./purch.req.,

for example.

You can see the requirement date on the General Data tab page.

2. Assign another material component to the same activity. Assign material

E-1203A as a stock item.

First return to the component overview for the activity.

As the second item, enter the material with the following data:

Field name Values

Material E-1203A

Requirement qty 1

Procurement indicator Delete field contents

Item category L

Create a reservation for the WBS element.

Check the account assignment category for the component.


flow? ___






Can the material be purchased? ______

Save the changed data and exit Project Builder.

a) Position your cursor on activity 3100 in the tree structure.

Click the Component overview pushbutton in the activity detail screen.

In the second item, enter the material with the specified data and

confirm your entries.

The dialog box appears in which you can select the procurement type.

Here, set the Reserv. WBS element indicator. Confirm your entries by

clicking Continue.

b) Take a look at the detail screen for the component.

To do this, select the second component only in the overview and click the General icon to display the detail screen.

Check the account assignment category for the component. To so so,

go to the Procurement Parameters tab page.

In the Material Master section, also look at the Procurement field.

External procurement is planned for material E-1203A.

Save the changed data. Choose Save.

Exit Project Builder by clicking the Exit icon.

3. Purchase requisitions and reservations were generated the last time data was

saved. Display the components of your project in the extended individualcomponents overview.

Make sure that the PS info profile YIDES_130000 is selected for the report.

Call up the report for your project T-100##.

Change the field selection for the report. Display the following fields in the

report:

Field name

Material

Material text

Purchase requisition

Requisition item

Requirements date

Requirements quantity






Field name

Quantity withdrawn

Account assignment category

Special stock

Exit the report without saving the overview.

a) SAP Menu! Logistics! Project System! Information System

! Structures! Enhanced Individual Overviews! Components

(double-click to select the transaction).

Click the PS Info profile pushbutton and assign the appropriate profile.

Confirm with Continue.

In the Project field, enter project definition T-100##.

Click the Execute icon.

b) Now change the field selection for the report.

To do this, choose View! Choose fields… from the menu and display

the specified fields in the report. Confirm your field selection by

clicking the Continue icon.

Analyze the data for the two material components and then exit the

report without saving the overview. To do this, click the Back icon.

4. Take a look at the component overview in the project planning board.

Display the component overview for all objects of your project.

Change the procurement dates. Use the following data:

Component E-1517 7 days earlier

Component E-1203A At the start of the activity









In the Project def. field, enter your project T-100##, choose project

planning board profile 1001 Elevators/Turbines, and select with

activities. Choose Open project to access the project planning board.

Optimize the project display by choosing Zoom in on graphic and

Adapt graphic area.

b) Choose Select all to select all objects.

Then click the Component overview icon. The procurement dates for

the components are displayed in the component overview graphic.

c) You can display the detail screen by double-clicking the description of

a component.

For component E-1517, enter the value 7- in the Offset field and the

time unit Day in the field next to it. Click Back to confirm your entries.

In the detail screen for component E-1203A, set the Algn.Start

date.Comp indicator. Click Back to confirm your entries.

Click Save. Then click Back to return to the SAP menu.

Task 2:

If you want to assign several components, assigning materials manually can bequite time consuming. As an alternative, you can assign bills of material (BOMs).

Now create your own BOM and assign it to the project.

1. Create a single-level WBS BOM for the top WBS element of your project.

Use the material BOM T-20000 as the template.


Field name Values

WBS element T-100##

Material T-20000 Plant 1300


Use the following data to copy the material BOM:






Field name Values

Material T-20000

Plant 1300

BOM usage 3

An overview of the material BOM appears. Select all components except for

material P-100 and copy these items to the WBS BOM.

Save the WBS BOM, and go back to the main SAP menu.

a) SAP Menu! Logistics! Production! Master Data! Bills of

Material ! Bill of Material !WBS BOM ! Single Level ! Create


Use the data indicated in the initial screen.

Use the material BOM T-20000 as a template. To copy the bill of

material, choose Material BOM pushbutton and enter the specified

data. Confirm your data entries by clicking the Continue pushbutton.

b) Select all BOM items and then deselect the item for material P-100.

Then click the Copy icon to copy the selected items to your WBS BOM.

Click Save and then exit the transaction by clicking Back .

2. Now use the BOM transfer to assign the components of your WBS BOM to

your project activities.Use the following data on the initial screen for the BOM transfer:

Field name Values


WBS element T-100##

Material T-20000

Plant 1300

BOM usage 3

Check the BOM transfer selection parameters.

Use the following parameters:






Field name Values

WBS BOM Yes

Multi-level Yes

Plant stock 2

Project stock 1

Transfer the bill of materials.

First the results list appears, in which you see all the components that the

system can assign automatically.

Save the assignments. If necessary, confirm the scheduling warnings. Then

go back to the SAP menu.

a) SAP Menu! Logistics! Project System! Material ! Planning !

Bill of Material Transfer (Double-click to select transaction).

Use the specified data on the initial screen.

b) Before executing the BOM transfer, check the selection parameters for

the BOM transfer. Choose Selection Parameters.

Enter the specified parameters if necessary, and confirm your entries by

clicking the corresponding icon.

c) Click the Execute icon to start the BOM transfer.

All new component assignments are now displayed in the resultsoverview.

Click the Save icon and confirm any scheduling warnings if necessary.

Exit the BOM transfer by clicking the Back icon.

3. BOMs are often changed during the course of a project. Expand your WBS

BOM to include material P-100 and double the requirement quantity for

component T-20100.

Use the following data to identify your BOM:

Field name Values

WBS element T-100##

Material T-20000

Plant 1300







Double the requirement quantity for component T-20100 and enter material

P-100 as an additional item using the following data:

Field name Values

Item category L

Component P -100

Quantity 1

Store another reference point for this item so that it can be assigned

automatically during the BOM transfer. Enter reference point 1310

Procurement plant components in the detail screen for the item.

Save your entries, and go back to the main SAP menu.

a) SAP Menu! Logistics! Production! Master Data! Bills of

Material ! Bill of Material !WBS BOM ! Single-Level ! Change


Use the specified data on the initial screen and then click the Item icon.

b) Double the requirement quantity for material T-20100 Turbine casing .

Enter material P-100 as an additional item using the specified data, and

then confirm your entries.

Double-click the item number for material P-100. In the General

Data section of the Basic Data tab page, enter the value 1310 in the Reference point field.

Click the Save icon followed by the Back icon.

4. Update the component assignment for your project. Use the BOM transfer

again.


Field name Values


WBS element T-100##

Material T-20000

Plant 1300

BOM usage 3

Check the selection parameters of the BOM transfer again.

This time, use the following parameters:






Field name Values

WBS BOM Yes

All items Yes

Multi level Yes

Plant stock 2

Project stock 1

Hint: If you always call up the BOM transfer using the same

parameters, you should create a selection profile that contains these

settings.

Execute the BOM transfer and confirm your change.

Based on your selection parameters, an overview of the components that

could not be assigned automatically is now displayed. Do not assign any

components manually, rather go to the results list.

The icons in the first column of the results overview indicate whether the

component is being created, deleted, changed, or reallocated.



Bill of Material Transfer (Double-click to select transaction).


b) Choose Selection Parameters.

Enter the specified parameters, and confirm your entries by clicking

the corresponding icon.

c) Then click the Execute icon.

A dialog box appears as a result of the quantity change in the BOM.

Choose Confirm.

The overview of components that cannot be assigned automatically

appears. The components T-20200, T-20610, T-20620 and T-20630should be listed here.

Click the Results icon to go back to the result overview. An new

assignment has been created and an existing assignment has been

changed.

Click the Save icon and then exit the BOM transfer by clicking the

Back icon.




PLM220 Lesson: Processes of Material Procurement

Exercise 12: In-House Production Process

Exercise Objectives


• Procure material using requirements planning

• Explain procurement processes in purchasing and production

• Edit the production orders

• Post goods receipts and goods issues

Business Example

You procure material components that you require for assembling the turbine

system. For this, you use the integration of the project system into purchasing as

well as into production.

Task:

In the next exercise, you will procure material for your project and use it in the

network. Take component T-20600, which you assigned previously, and trace all

steps of its procurement and use in the SAP system.

1. First display the stock/requirements list for material T-20600.


Field name Values

Material T-20600

Plant 1300

Until now, only one requirement has been generated. You need, however,

one more procurement element.

Do not exit the transaction. You can refresh the data later.

2. Perform a planning run for your project to generate procurement elements.

To do this, open a second session. This allows you to always analyze thestock/requirements list in a separate session.

In the new session, call up the transaction for a project-specific planning run

and use the specified settings on the initial screen:






Field name Values


Create purchase requisition 1

Display material list Select

Carry out the planning run.

You have created procurement elements for the requirements. These,

however, are planning procurement elements. You will generate the actual

procurement elements in the next step.

3. In your second session, take another look at the stock/requirements list for

material T-20600 and create a production order for your reservation.

After you refresh your data, the individual requirement stock segment for

your project in the stock/requirements list will now contain a planned order

as well as the reservation.

Convert the planned order for your project T-100## to a production order,

release it immediately, and then save the production order.

In the stock/requirements list, refresh the data selection and take note of the

production order number: ____________________

4. During the planning run, the system has created requirements and

procurement elements for dependent components. Component T-20600 has

requirements for components T-20610, T-20620, and T-20630. Order thecomponents for your project T-100## and post them to the warehouse.

Suitable purchase requisitions have already been created by the MRP run.

Convert these to purchase orders in the information system for the project

system. Use your second session to do this.

Start by creating the automatic assignment of purchase requisitions to

purchasing information records in a suitable report.

Then take a look at the overview of assignments. You can now create new

purchase orders by choosing Process Assignment .

On the document overview for the purchase order to the left, select your

three purchase requisitions and transfer them to the purchase order.

Save the purchase order and take a note of the purchase order number:

___________________


5. The components you ordered have been delivered. Now post them to the

warehouse as a follow-up to your purchase order.






To do this, use the following data in the corresponding transaction in

Purchasing:

Field name Values


OK Activate

Storage location 0001

The components are finally in the warehouse, ready to be used in the

production order.

6. Remove the components from storage location 0001 for consumption in

your production order.

Use a suitable Inventory Management transaction in Materials Management

to post the corresponding goods issue. Reference your production order

when doing this.

7. Once the components for the production order have been withdrawn, the

order can be processed. Confirm the order in production with the planned

quantity.

Set Final conf. as the status and save the confirmation.

8. You have posted services to the production order but not yet posted the

completed material T-20600 to the warehouse. Now post the goods receipt

for your order in Shop Floor Control.


Field name Values

Movement type 101

Order Your production order

Plant 1300

Whouse 0001

Copy the default values from the order and post the goods receipt.

9. Check the new stock situation for material T-20600 in your project. Again,

use the stock/requirements list to do this, which you still have open in your

first session.

What changes have occurred?

10. Use material T-20600 in the project. Remove the material from storage

location 0001, referencing your reservation.






You can find the reservation and item number in the stock/requirements list

or in the activity, for example. Or display all reservations for your network

and choose those for material T-20600.

Post the corresponding goods issue in your second session using a suitable

materials management transaction.

11. Refresh the stock/requirements list for material T-20600 in your first session.

What changes have now occurred for your individual requirements stock

segment?

Exit the stock/requirements list, and go back to the main SAP menu.





Solution 12: In-House Production Process

Task:

In the next exercise, you will procure material for your project and use it in the

network. Take component T-20600, which you assigned previously, and trace all

steps of its procurement and use in the SAP system.

1. First display the stock/requirements list for material T-20600.


Field name Values

Material T-20600

Plant 1300

Until now, only one requirement has been generated. You need, however,

one more procurement element.

Do not exit the transaction. You can refresh the data later.


Stock/Requirements List (Double-click to select transaction).


Click the Continue icon to call up the list.

b) You should notice an individual requirements stock segment for your

project in the list with reservation via a unit of the material. However, a

procurement element has not been displayed yet.

2. Perform a planning run for your project to generate procurement elements.

To do this, open a second session. This allows you to always analyze the

stock/requirements list in a separate session.

In the new session, call up the transaction for a project-specific planning run

and use the specified settings on the initial screen:

Field name Values


Create purchase requisition 1

Display material list Select

Carry out the planning run.






You have created procurement elements for the requirements. These,

however, are planning procurement elements. You will generate the actual

procurement elements in the next step.

a) Choose Create Session. SAP Menu! Logistics! Project System

! Material ! Planning ! MRP Project (Double-click to select

transaction).

Use the settings indicated in the initial screen.

Double-click Continue (Enter) to start the planning run. Press enter

twice to get through the warning message "Please check input

parameters".

b) A list is displayed with detail data on your planning run. The dependent

requirements for your project are listed here also.

Exit the transaction using the Back pushbutton.

3. In your second session, take another look at the stock/requirements list for

material T-20600 and create a production order for your reservation.

After you refresh your data, the individual requirement stock segment for

your project in the stock/requirements list will now contain a planned order

as well as the reservation.

Convert the planned order for your project T-100## to a production order,

release it immediately, and then save the production order.






In the stock/requirements list, refresh the data selection and take note of the

production order number: ____________________

a) Change to the session containing the stock/requirements list for

material T-20600 and click the Refresh icon.

In the individual requirements stock segment for your project, the list

now contains a planned order as well as the reservation.

b) Double-click the Planned order field in the individual section for your

project T-100##.

To convert the planned order to a production order, choose !

Production ord. (convert planned order to production order) button

from the dialog box.

The header screen for the production order appears. Release and savethe production order.

To do this, click the Release order icon and then click the Save icon.

c) You have returned to the stock/requirements list. Refresh the data

selection.

Choose Refresh.

You should now see a production order for your reservation. You can

see the production order number on the list.

4. During the planning run, the system has created requirements and

procurement elements for dependent components. Component T-20600 hasrequirements for components T-20610, T-20620, and T-20630. Order the

components for your project T-100## and post them to the warehouse.

Suitable purchase requisitions have already been created by the MRP run.

Convert these to purchase orders in the information system for the project

system. Use your second session to do this.

Start by creating the automatic assignment of purchase requisitions to

purchasing information records in a suitable report.

Then take a look at the overview of assignments. You can now create new

purchase orders by choosing Process Assignment .

On the document overview for the purchase order to the left, select your

three purchase requisitions and transfer them to the purchase order.

Save the purchase order and take a note of the purchase order number:

___________________







a) Change to your second session and choose:

SAP Menu! Logistics! Project System! Information System!

Material ! Purchase Requisitions ! For Project (Double-click to

select transaction).

In the Project Management Selections section, enter your project

definition T-100## only, and then click the Execute icon.

b) An overview of all purchase requisitions for your project is displayed.

Select the row with material T-20610 and choose Assign automatically.

Assign materials T-20620 and T-20630 the same way.

c) Then click the Assignments icon.

The purchase requisitions are sorted in the overview according to

their assignments.

Place your cursor on the row below vendor C.E.B. Berlin. Then choose

Process assignment .

Confirm the dialog box with Continue. If another dialog box appears,

choose New purchase order .

d) The purchase order is displayed.

In the document overview to the left, hold down the CTRL key and

select your three purchase requisitions. To copy the data to the purchaseorder, choose the Adopt icon in the document overview.


e) The component overview is displayed again. The purchase order

number appears in the status bar.

Exit the overview of assignments by choosing Back .

Save the changed purchase requisitions and then exit the report by

clicking the Back icon.

5. The components you ordered have been delivered. Now post them to the

warehouse as a follow-up to your purchase order.

To do this, use the following data in the corresponding transaction in

Purchasing:






Field name Values


OK Activate

Storage location 0001

The components are finally in the warehouse, ready to be used in the

production order.


! Purchase Order ! Follow-On Functions ! Goods

Receipt (Double-click to select transaction)

Enter your purchase order number on the right of the Purchase order

number field and choose Execute to transfer the data.

Set the OK indicator and specify the storage location for each of the

three items.

Post the goods receipt and then exit the transaction by clicking the

Back icon.

6. Remove the components from storage location 0001 for consumption in

your production order.

Use a suitable Inventory Management transaction in Materials Management

to post the corresponding goods issue. Reference your production order

when doing this.a) SAP Menu ! Logistics ! Materials Management !

Inventory Management ! Goods Movement ! Goods Issue

(MIGO)(Double-click to select transaction)

Use the To Order entry as the reference document for posting the

goods issue, and enter the number of your production order in the field

provided. Confirm your entries.

A goods withdrawal overview appears. Enter 0001 as the storage

location for the material and set the OK indicator for each item, if

necessary.

Click the Post icon and then exit the transaction by clicking the Back

icon.

7. Once the components for the production order have been withdrawn, the

order can be processed. Confirm the order in production with the planned

quantity.






Set Final conf. as the status and save the confirmation.

a) SAP Menu! Logistics ! Production! Shop Floor Control

! Confirmation! Enter ! For Order (Double-click to select

transaction).

Enter the number of your production order and call up the confirmation.

Select the Final Confirmation indicator.

Enter the planned quantity in the Yield to confirm field.

Click the Save icon and then return to the SAP menu.

8. You have posted services to the production order but not yet posted the

completed material T-20600 to the warehouse. Now post the goods receipt

for your order in Shop Floor Control.


Field name Values

Movement type 101

Order Your production order

Plant 1300

Whouse 0001

Copy the default values from the order and post the goods receipt.

a) SAP Menu! Logistics! Production! Shop Floor Control !Goods

Movements! Goods Receipt (Double-click to select transaction).

Use the specified data on the initial screen and confirm your entries.

b) Copy the default values from the order and post the goods receipt.

To copy the default values, choose the Adopt icon followed by the

Post icon.

Exit the transaction by clicking the Back icon.

9. Check the new stock situation for material T-20600 in your project. Again,

use the stock/requirements list to do this, which you still have open in your first session.






What changes have occurred?


material T-20600 and click Refresh.

After the data is refreshed, the production order for your project

T-100## should disappear from the list and you should be able to see

stock for your project.

10. Use material T-20600 in the project. Remove the material from storage

location 0001, referencing your reservation.

You can find the reservation and item number in the stock/requirements list

or in the activity, for example. Or display all reservations for your network

and choose those for material T-20600.

Post the corresponding goods issue in your second session using a suitablematerials management transaction.

a) SAP Menu ! Logistics ! Materials Management !

Inventory Management ! Goods Movement ! Goods Issue

(MIGO)(Double-click to select transaction)

Choose the Reservation entry as the reference document for posting the

goods issue. Finally, click the Find reservation icon, for example.

b) In the Network field on the search screen, enter the number of your

network (if you do not know this number, search for it using the F4

help).

Then click the Find icon.

c) A list of the reservations for your network is now displayed in the

lower area.

Double-click the reservation for material T-20600. The data for this

reservation is now transferred to the material document.

Set the OK indicator if necessary, and enter 0001 as the storage

location. Confirm your entries.

Post the goods issue and then exit the transaction by clicking the

Back icon.

11. Refresh the stock/requirements list for material T-20600 in your first session.

What changes have now occurred for your individual requirements stock

segment?






Exit the stock/requirements list, and go back to the main SAP menu.


material T-20600 and click the Refresh icon.

The project/sales order stock for material T-20600 has been created

for your project by the goods issue. The individual requirements stock

segment for your project is no longer included in the list.


Documents

PS Exercise Day 2