User Training Manual_PS_TP_End User V1.2

8/15/2019 User Training Manual_PS_TP_End User V1.2

1/108

BSNL

User Manual Project System

Transmission Projects Reference Business Process No.-BSNL_BBP_PS_TP

Version:1.2

25.03.2011


2/108

User Manual:-Title:-Module Name:-Business Process:-

PS_UTM_TP_01

Project SystemTransmission Projects

Page 1 of 108

Version Control

Date Version Author Change Description

0.1 Gaurav Verma Draft

0.2 Rajeev Sharma Review1.0 Rajesh Jain/Rajeev

Sharma/GauravVerma/Pawan Yadav

Final Submission and agreement

1.1 Abhinav Bhalla Updated CE fields

1.2 Nimish Goswamy/AbhinavBhalla

Review and update after FIT

The document has been prepared to be used by the following stake-holders:

•

End Users Performing day to day transactions as per their Roles and Authorizations in SAPSystem.

• Core Team – Directly involved in the Projects and supporting the various activities in ProjectPhases

• Business Process Owners – Respective Business Leaders, involved in validating theprocess design.

Important Note:

The information in this document is only meant to be a reference for ERP Process configured as per the Business Process approved by BSNL Management for Project System Module and is not acomplete description of the SAP product and its functionalities. Its main purpose is to serve as areference Document for User Training and Support .


3/108


PS_UTM_TP_01


Page 2 of 108

Course OverviewSAP Project System supports comprehensive functions for planning, controlling and organizing

all the activities carried out during the course of a project. It helps you manage your project

structures, dates, costs, and resources throughout the entire project lifecycle. Course provides

you with an overview of the functions in SAP Project System.

Target Audience

This course is intended for the following audiences:

• Project managers

• Project team members

• Consultants

Course Prerequisites

• Knowledge of navigating SAP systems

• Basic knowledge of project management

Course Goals

This course will prepare you to:

• Discuss the basic functions of SAP Project System for RTPC MOM

• Discuss the basic functions of SAP Project System for structuring, planning,executing, and monitoring projects

Course Objectives

After completing this course, you will be able to:

• Upload and Review RTPC MOM in SAP System • Use work breakdown structures, activities, and networks to structure projects

• Discuss aspects of planning dates, resources, materials, costs, and revenues

• Name the functions used for budgeting

• Explain aspects and processes used for executing projects

• Explain various period-end closing activities in Project Management

• Use reporting options for monitoring project data


4/108


PS_UTM_TP_01


Page 3 of 108

1.

UPLOAD AND READ RTPC MOM

2.

SEARCH THE PROJECT LIST ON THE BASIS OF SELECTION CRITERIA

3.

CREATE OPERATIVE PROJECT DEFINITION & WBS

4.

SEND WBS ELEMENT FOR DETAILING / SURVEY USING NOTE SHEET

5.

READ NOTE SHEET RECEIVED IN THE SAP INBOX

6.

CREATE & ASSIGN SURVEY REPORT TO THE PROJECT

7.

CREATE & ASSIGN PROJECT RELATED DRAWINGS TO THE PROJECT

8.

APPROVE / RELEASE PROJECT RELATED DRAWINGS

9.

UPDATE THE WBS STATUS TO SURVEY DONE.

10.

SEND WBS FOR SURVEY APPROVAL TO COMPETENT AUTHORITY

11.

RELEASE SURVEY REPORT FOR THE PROJECT

12.

UPDATE THE WBS STATUS TO SURVEY APPROVED (SRVA)

13.

CREATE PROJECT CUM DETAILED ESTIMATE

14.

ASSIGN INTERNAL ACTIVITY

15.

ASSIGN MATERIAL TO AN INTERNAL ACTIVITY

16.

ASSIGN & EXPLODE BILL OF MATERIALS

17.

ASSIGN SERVICE ACTIVITY

18.

ASSIGN GENERAL COST ACTIVITY

19.

DEFINE RELATIONSHIP BETWEEN ACTIVITIES

20.

ATTACH MILESTONE TO AN ACTIVITY

21.

ATTACH MILESTONE TO A WBS ELEMENT

22.

PROJECT SCHEDULING

23.

UPDATE THE WBS STATUS TO PE CUM DE CREATED

24.

SEND WBS FOR PE CUM DE APPROVAL TO COMPETENT AUTHORITY USING NOTESHEET

25.

READ NOTE SHEET RECEIVED IN THE SAP INBOX

26.

REVIEW PROJECT ESTIMATE

27.

UPDATE THE WBS STATUS TO PE CUM DE CONCURRED (PEFI)

28.

UPDATE THE WBS STATUS TO PE CUM DE APPROVED

29.

VIEW APPROVED PE/DE/RE PDF DOCUMENTS

30.

LINK WBS ELEMENT TO AN INVESTMENT PROGRAM POSITION

31.

BUDGET DISTRIBUTION TO THE PROJECT


5/108


PS_UTM_TP_01


Page 4 of 108

32.

PLAN FOR PROJECT WISE ACTIVITIES (SKF – STATISTICAL KEY FIGURE)

33.

UPDATE THE SYSTEM STATUS OF A WBS ELEMENT TO RELEASED

34.

UPDATE THE SYSTEM STATUS OF A NETWORK TO RELEASED

35.

POST ACTUAL SKF DURING THE PROJECT EXECUTION PHASE

36.

UPDATE THE WBS STATUS TO REVISED ESTIMATE CREATED

37.

UPDATE THE WBS STATUS TO REVISED ESTIMATE FI CONCURRED

38.

UPDATE THE WBS STATUS TO REVISED ESTIMATE APPROVED

39.

ACTIVITY CONFIRMATION

40.

MILESTONE CONFIRMATION ASSIGNED TO A WBS ELEMENT

41.

MILESTONE CONFIRMATION ASSIGNED TO AN ACTIVITY

42.

UPDATE THE WBS STATUS TO OFFERED FOR AT

43.

UPDATE THE WBS STATUS TO LIST OF PENDING POINTS / SHORTCOMING FROM AT (IFANY)

44.

UPDATE THE WBS STATUS TO CLEARANCE OF PENDING POINTS (IF ANY)

45.

UPDATE THE WBS STATUS TO RELAXATION FOR PENDING POINTS NOT CLEARED (IFANY)

46.

UPDATE THE WBS STATUS TO PROVISIONALLY FIT FOR COMMISSIONING

47.

UPDATE THE WBS STATUS TO DECLARED FIT FOR COMMISSIONING

48.

UPDATE THE STATUS OF A WBS ELEMENT TO TECO (TECHNICALLY COMPLETE)

49.

UPDATE THE STATUS OF A NETWORK TO TECO (TECHNICALLY COMPLETE)

50.

UPDATE THE WBS STATUS TO COMMISSIONING DONE

51.

ENTER DETAILS AFTER UPDATE OF STATUS COMMISSIONING DONE

52.

SETTLEMENT OF NETWORK TO WBS ELEMENT

53.

UPDATE THE WBS STATUS TO OFFERED FOR TAKING OVER

54.

UPDATE THE WBS STATUS TO TAKEN OVER

55.

UPDATE THE SYSTEM STATUS OF A WBS ELEMENT TO CLOSED

56.

TRANSACTIONS FOR PROJECT MONITORING:-


6/108


PS_UTM_TP_01


Page 5 of 108

OVERVIEW

SAP Project System supports comprehensive business Process for Planning, Controlling& Organizing all the activities carried out during the course of a Project. It helps you tomanage your Project structure, dates, cost & task throughout the entire Project lifecycle.

Western Telecom Projects is responsible for planning, survey and execution of variouslong distance Telecom Transmission Projects and Switching Projects for building upNational Telecom Infrastructure in different Zone for Optical Fiber Cable system,Digital Microwave, Trunk Automatic Exchange (TAX) and Satellite basedcommunication systems in entire Western part of the country which includes states of

• Maharashtra

• Gujarat

• Madhya Pradesh

•

Chattisgarh• Goa

Important information to be noted:-

• All documents are to be created in reference to the preceding document.


7/108


PS_UTM_TP_01


Page 6 of 108

• All SAP Transactions can be executed either by navigating to the requiredTransaction through the Menu Path or by simply entering the Transaction Code forthe respective Transaction in the Command Field.

1. Upload and Read RTPC MOM

Create Document CV01N

Menu path LogisticsProject SystemDocument ManagementSystemDocumentCreate

Transaction CV01N


8/108


PS_UTM_TP_01


Page 7 of 108

1. Enter the Required details:Document Type: ZPDDocument Part: 000

Document Version: 00

2. Enter the Document Description and click the tab


9/108


PS_UTM_TP_01


Page 8 of 108

3. Select the Class “Project Details” and select the Characteristics “ApprovalChannel” and

4. Press to go back to initial screen.


10/108


PS_UTM_TP_01


Page 9 of 108

5. On the initial Screen Press to attach the document(Word/Excel File), whichcontains the list of projects.

6. Press to save the document in DMS.

7. If this screen appears, select the “Vault” radio button.

8. And press to finally save the document.


11/108


PS_UTM_TP_01


Page 10 of 108

2. Search the Project List on the basis of Selection Criteria

Change Document CV02N

Menu path LogisticsProject SystemDocument ManagementSystemDocumentChange

Transaction CV02N

1. Select the search criteria “Find document Via Class”


12/108


PS_UTM_TP_01


Page 11 of 108

2. Enter the class name “Project_Details”

3. Select the “Approval Channel” and click on


13/108


PS_UTM_TP_01


Page 12 of 108

NOTE: The system will give the list of documents on the search criteria.

4. Open the document by double clicking it and see the List of projects by openingthe attached file in it.

5. Click on Send to send the list of Approved projects to the person concerned

6. Enter details in the space provided.

7. Enter the name/User ID of the person to whom message is to be sent.


14/108


PS_UTM_TP_01


Page 13 of 108

8. Enter the name/User ID of a person to whom message is to be sent.

9. Click on .

3. Create Operative Project Definition & WBS

Project Definition: Project Definition is a binding framework in SAP for allOrganizational Elements created within a Project (e.g. WBS and SAP Networks). Datalike Company Code, Plant and Person Responsible can be defaulted in a WBS Elementif it is initially entered in the Project Definition.

WBS: Work breakdown structure (WBS) is a model of the Project that organizes Projecttasks into a hierarchy. It forms the operative basis for planning Costs, Revenues, andPayments, as well as for Scheduling, and Budgeting.


15/108


PS_UTM_TP_01


Page 14 of 108

Following steps shall be followed to create a Project:

Create Project CJ01

Menu path Logistics Project system ProjectSpecial Maintenance functionWork Break Down Structure(WBS)Create

Transaction CJ01

1. Click on open number (Refer Fig. below)

2. Enter the appropriate coding mask (For example TP/11/00001) for Project

Definition in the Start value. Definition-Open Number-This is the free number

available in the System.

3. Press Find to use the proposed Project Definition by the system.

4. Click on copy or Press Enter.

(Note: Please use Project Coding Mask TP/11/00001 for Financial Year

2011-12)


16/108


PS_UTM_TP_01


Page 15 of 108

5. Select Project profile: BSNL_TP Transmission Projects (Fig. below)

Click on Open

Number

Select the ProjectProfile


17/108


PS_UTM_TP_01


Page 16 of 108

(Project profile: This contains default values and control parameters for processing

objects and functions in the Project System)

6. If you want to copy an existing Project, enter the Project Definition / Standard

Project Definition (Project to be copied) in the Template section (Refer Fig. below)

7. Press Enter or Click on

8. Enter description/Short text for Project

9. Click on the Basic data tab (Organization section) and,

Enter Company Code; Business Area & Plant (Refer Fig.) For Example:

FieldDescription

Remarks

Person

Responsible

Enter the Person Responsible

Start Date Enter the Start date of Project

Finish Date Enter the Planned finish date of Project

Company Code Select the relevant Project circle

Business area Select the Project Area

Plant Select the relevant Plant

Description

is mandat


18/108


PS_UTM_TP_01


Page 17 of 108

10. Click on Details –> Project Definition customer fields & enter the data

Open the below file to view the Project Definition Customer Fields;

Project DefinitionCustomer Enhancem


19/108


PS_UTM_TP_01


Page 18 of 108

11. Click on WBS Element Overview

Note: Above Screen will appear when the new project is created by copying the existingproject.

12. Deselect the line which is not required as per the project structure of current project

13. Click on replace button,


20/108


PS_UTM_TP_01


Page 19 of 108

14. A pop up screen will appear, mention the last two digit of the project which is to becopied in Search and last two digit of the new project number.

15. Click on Include button.

16. Ensure that the PE (Planning Element) indicator is ticked for all the WBS Elements

(Except for the Level 1, Level 2 WBS Elements)

(Definition-Planning Element: An Element of a work breakdown structure for whichcosts can be planned)

If this indicator is un-ticked for a particular WBS Element, system will not allow costplanning for that WBS Element.


21/108


PS_UTM_TP_01


Page 20 of 108

17. Ensure that the Acct (Account Assignment Element) indicator is ticked for all the

WBS Elements (Except for the Level 1, Level 2 WBS Elements)

(Definition-Account Assignment Element: An Element of a work breakdown structureon which Actual Costs can be posted)

If this is un-ticked for a particular WBS Element, system will not allow Posting of actualcost on that WBS Element.

18. Select the respective WBS & click on at the bottom left corner. Select the

relevant Project Type & Person Responsible.

Account AssignmentPlanning

Indicator

Project Type


22/108


PS_UTM_TP_01


Page 21 of 108

19. Now, Click on the Dates Tab. Enter the Basic start & Basic Finish Dates for the WBS

Element.


23/108


PS_UTM_TP_01


Page 22 of 108

20. Click on or press Enter.

21. Click on DetailsWBS Element Customer Fields


24/108


PS_UTM_TP_01


Page 23 of 108

22. Click on to the below file to view the WBS Element Customer Fields.

WTP WBS ELEMENT

CE FIELDS

23. Save the Project .

Note: WBS Element Customer Fields are to be filled for each WBS mentioned in theProject.

Change Project CJ02

Menu path Logistics Project system ProjectSpecial MaintenancefunctionWork Break Down Structure(WBS)Change

Transaction CJ02

For making any changes in the parameters once the Project is created the above menupath OR the Transaction is to be used.

Display Project CJ03

Menu path Logistics Project system ProjectSpecial MaintenancefunctionWork Break Down Structure(WBS)Display

Transaction CJ03


25/108


PS_UTM_TP_01


Page 24 of 108

4. Send WBS Element for Detailing / Survey using Note Sheet

CJ02 / ZPS_NOTESHEET

1. Select the WBS element & Click on details –WBS Element Customer fields

2 Click on Create Note sheet button

3 Enter the WBS element and employee id of the person to whom the note sheet isto be sent.


26/108


PS_UTM_TP_01


Page 25 of 108

• In the Comment box add/see the comments and press

• If you want to see the details of the WBS element in edit mode press .

• If you want to see the details of the WBS element in display mode press

• If you want to see the document attached to the WBS Element press

• If you want to print the Note sheet press

• To see the Planned / Actual cost of the WBS element press

• To approve the Project Estimate (PE) press .

This button should be used by the Competent authority, at the Root WBSElement, to approve the PE of all WBS Elements in a single shot.

Note: Project Estimate shall be approved by the competent authority.

• Alternatively you can use the T-Code “ZPS_NOTESHEET” to open the notesheet.

5. Read Note Sheet received in the SAP Inbox

Read Note Sheet SBWP

Menu path Office Workplace

Transaction SBWP

1. Click on Inbox icon

2. Click on the

Note: The note sheet screen will appear. Add the details and forward it to next level, asexplained in the Step 4.


27/108


PS_UTM_TP_01


Page 26 of 108

6. Create & Assign Survey Report to the Project

Create Document CV01N

Menu path Logistics Project system DocumentsDocumentManagement System DocumentCreate

Transaction CV01N

1. On the entry screen, enter the Document Type ZPD2. Enter the Document version3. Press Enter

4. Enter the Description of the document.


28/108


PS_UTM_TP_01


Page 27 of 108

5. Click on Open Original button & browse the File to be attached.

6. File will be attached as shown below


29/108


PS_UTM_TP_01


Page 28 of 108

7. To assign the document to a WBS Element, click on the Object Links tab andthen go to the WBS Element Tab. Enter the WBS Element No. and press enter.

8. Save the document .The Document number will be generated. Note downthe number.

7. Create & assign Project related drawings to the Project

Create Document SBWP


Transaction CV01N

1. On the entry screen, enter the Document Type e.g. ZCD /ZED (Civil / ElectricalDrawings).

2. Enter the Document version.3. Press Enter.


30/108


PS_UTM_TP_01


Page 29 of 108

4. Enter the Description of the document.


31/108


PS_UTM_TP_01


Page 30 of 108

5. Click on Open Original button & browse the File to be attached.


32/108


PS_UTM_TP_01


Page 31 of 108

6. File will be attached as shown below.

7. To assign the document to a WBS Element, click on the Object Links tab and thengo to the WBS Element Tab. Enter the WBS Element No. and press enter.


33/108


PS_UTM_TP_01


Page 32 of 108

8. Save the document. An internal no. will be generated. Note down the DocumentNo.

8. Approve / Release Project Related Drawings



Transaction CV02N

1. On the initial screen, enter the Document Number.2. Enter the Document Type e.g. ZCD / ZED3. Press Enter.


34/108


PS_UTM_TP_01


Page 33 of 108

4. Change the Document Status to ‘Preliminary Approval’.

5. Repeat the procedure described above and change the Document Status to‘Final Approval’.


35/108


PS_UTM_TP_01


Page 34 of 108

6. Save the Document . Note: Step 7 & 8 will be applicable only when some drawing works (e.g. civil drawings,

electrical wiring diagrams etc) is to be carried out in the Project.

9. Update the WBS Status to Survey Done.

Change WBS CJ02

Menu path Logistics Project system ProjectSpecial Maintenance functionWBSChange

Transaction CJ02

1. Enter the WBS Element No. Press Enter.

2. Select the WBS Element.

3. Click on details

4. Click on


36/108


PS_UTM_TP_01


Page 35 of 108

5. Check the Status Profile. Select the relevant status.

6. Click on Back & check the new status

7. Similarly change the status of other WBS Elements.

8. Click on Save

10. Send WBS for Survey Approval to competent Authority

Change WBS CJ02


Transaction CJ02

1. Select the WBS element & click on details -WBS Customer fields


37/108


PS_UTM_TP_01


Page 36 of 108

2. Click on Note sheet button

3. Enter the WBS element and Employee id of the person to whom the note sheet isto be sent.

4. Take the input help for Send Mail to.

5. Go to the Organizational assignment tab.


38/108


PS_UTM_TP_01


Page 37 of 108


39/108


PS_UTM_TP_01


Page 38 of 108

6. Choose the relevant Personnel Area from the input help. Alternatively use thesearch option (with the help of Binoculars)— Enter WTP

Click on

Click on

System gives “7600” as the Personnel Area.

7. Choose the relevant Personnel Sub area from the input help, Select “7600” in therestrictions to get the Personnel Sub Area relevant to WTP Only and find Nagpurfrom the list.


40/108


PS_UTM_TP_01


Page 39 of 108

Press Enter


41/108


PS_UTM_TP_01


Page 40 of 108

8. Select the Name of Employee/Personal No. and Click on .


42/108


PS_UTM_TP_01


Page 41 of 108





•

If you want to print the Note sheet press

• To see the cost in WBS element press


This button should be used by the competent authority, at the Root WBSElement, to approve the PE of all WBS Elements in a single shot.

Note: Project Estimate shall be approved by the competent Authority

• Alternatively use the T-Code “ZPS_NOTESHEET” to open the note sheet.

11. Release Survey Report for the Project



43/108


PS_UTM_TP_01


Page 42 of 108


Transaction CV02N

1. On the entry screen, enter the Document Number.2. Enter the Document Type ZPD (Project Documents).3. Press Enter.


44/108


PS_UTM_TP_01


Page 43 of 108

4. Change the Document Status to ‘Released’ and save the document.


45/108


PS_UTM_TP_01


Page 44 of 108

12. Update the WBS Status to Survey Approved (SRVA)

Change WBS CJ02


Transaction CJ02



3. Click on details


46/108


PS_UTM_TP_01


Page 45 of 108

4. Click on


6. Click on Back & Check the new status


8. Click on Save


47/108


PS_UTM_TP_01


Page 46 of 108

13. Create Project cum Detailed Estimate

A Network represents the flow of Activities or Tasks in a Project. Network Header can

be used to default certain values for all the Activities in that Network.

Create Network CN21

Menu path Logistics Project system ProjectSpecial MaintenancefunctionNetworkCreate

Transaction CN21

1. Select the Network Profile: BSNL_TP Transmission Project Network Profile

2. Enter Following dataField Description Remarks

Network Type Select ZPS2

Plant Select the relevant Plant

MRP Controller Select the Relevant MRP Controller

3. Enter the Std. Network (If required) from which data is to be copied.

4. Enter description for the Network

Network Profile


48/108


PS_UTM_TP_01


Page 47 of 108

5. Go to the Assignments tab and Enter Project Definition and WBS Element (OperativeProject).

6. Click on Save

7. Note down the Network number created.

Change Network CN22

Menu path Logistics Project system ProjectSpecial Maintenance functionNetworkChange

Transaction CN22

For making any changes in the Network once it is created the above menu path or theTransaction Code CN22 is to be used.


49/108


PS_UTM_TP_01


Page 48 of 108

Display Network CN23

Menu path Logistics

Project system

Project

Special Maintenance function

NetworkDisplay

Transaction CN23

To view the Network created the above menu path or the Transaction Code CN23 is to be used.

14. Assign Internal Activity

Change Network CN22


Transaction CN22

1. Enter the Network number created and press Enter (Refer Fig. below)

2. Go to the Activity Overview .

3. On the Int. processing tab, enter the relevant description

4. Click on

5. Click on Save


50/108


PS_UTM_TP_01


Page 49 of 108

15. Assign Material to an Internal Activity

Change Network CN22


Transaction CN22

1. Enter the Network number created and press Enter (Refer Fig. below).

2. Click on Activity Overview .

3. Select the internal Activity

4. Go to Component Overview

5. Search the relevant Material code through the Search option (F4)


51/108


PS_UTM_TP_01


Page 50 of 108

6. Click on Start Search

7. Select the relevant material from the list.


52/108


53/108


PS_UTM_TP_01


Page 52 of 108

Note:- Procurement Types

Although a no. of options are proposed by the system, but the user has to select the

following as per the current WTP scenario.

Reservation for WBS Element: To be used if a reservation is to be created for the WBS Element items kept in stock.

To know about the other options, user can select the option, press F1 and read the SAPhelp content.

Continue attaching the remaining required Items.

See the details by pressing the detail button and enter the Purchase Group / PurchaseOrg / Price and currency. The G/L account flows from the settings and should not bechanged.

16. Assign & Explode Bill of Materials

Change Network CN22


Transaction CN22


2. Click on Activity Overview

3. Select the Activity & Click on Component Overview at the bottom of the screen


54/108


55/108


PS_UTM_TP_01


Page 54 of 108

9. Select the relevant Procurement type

10. Click on Component - Explode BOM


56/108


57/108


PS_UTM_TP_01


Page 56 of 108

12. Click on Save

17. Assign Service Activity

Change Network CN22

Menu path Logistics Project system ProjectSpecial MaintenancefunctionNetworkChange

Transaction CN22


2. Go to Activity Overview and click.


58/108


PS_UTM_TP_01


Page 57 of 108

3. Press Enter.

Enter the Services and go to back

4. Select the Activity & Click on Details

5. Enter the Purchasing data i.e. Purchasing Organization, Purchasing Group,

Material Group, Requisitioner.

6. Click on Back

7. Click on Continue , Save


59/108


PS_UTM_TP_01


Page 58 of 108

18. Assign General Cost Activity

Change Network CN22


Transaction CN22


2. Go to Activity Overview .

3. On the Prim. Costs tab, enter the relevant description and assign it to the relevant

WBS Element. (Refer Fig. below)

4. Select the Activity & Click on


60/108


PS_UTM_TP_01


Page 59 of 108

5. Enter the cost and cost element.

Note: Cost Element field is mandatory.

6. Click on Save

19. Define Relationship between Activities

Change Network CN22


Transaction CN22

1. Enter Network No.

2. Click on Activity Overview.

3. Select the Activity.


61/108


PS_UTM_TP_01


Page 60 of 108

4. Click on to create relationship between activities:-

5. Activities can be linked together by assigning FS/SF/FF/SS relation by clicking on

the connect tab


62/108


PS_UTM_TP_01


Page 61 of 108

6. Click on & Back & Click on Save (Ctrl+S)

20. Attach Milestone to an Activity

Change Network CN22


Transaction CN22


2. Go to Activity Overview

3. Select the Activity.

4. Click on Milestone Overview.

5. Milestone can be attcahed by following methods :

a) Use Standard Milestone – Click on Standard Milestone


63/108


PS_UTM_TP_01


Page 62 of 108

at the Bottom of screen & Search for suitable Milestone.

b) Use Milestone Group – Click on Milestone Group

at the bottom of screen .Search & select the suitable Miestone Group. Double click

on the relevant Milestone Group. All the Milestones assigned to the group will be

displayed on the screen .

c) Define milestone – Enter the Milestone Usage & Description.

6. Select the Row of a Milestone & Click on Details

7. Enter the Planned finish date & Percentage of completion.


64/108


PS_UTM_TP_01


Page 63 of 108

8. Click on continue and Save

21. Attach Milestone to a WBS Element

Change WBS CJ02


Transaction CJ02

1. Enter the WBS Element and press Enter (Refer Fig. below)

2. Go to WBS Overview

3. Select the WBS.



65/108


PS_UTM_TP_01


Page 64 of 108

5. Milestone can be attcahed through the following methods :

a) Use Standard Milestone – Click on Standard Milestoneat the Bottom of the screen & Search for the relevant Milestone.

b) Use Milestone Group – Click on Milestone Group

at the bottom of the screen . Search & select the relevant Miestone Group. Press Enter &

double click on the Milestone.

c) Define milestone – Enter the Milestone Usage & Description.

6. Select the Row of a Milestone & Click on details

7. Enter the Plan Date of finish in ‘Fix`Date’ & Percentage of completion.

8. Click on continue. Save

22. Project Scheduling

Project Scheduling CJ29

Menu path Logistics Project system Dates Scheduling

Transaction CJ29

1. Enter the Project number


66/108


PS_UTM_TP_01


Page 65 of 108

2. Click on the Sched. Basic dates button

3. On Next Screen Select:- Network & Maintenance/service Order

4. Click on Execute . “Scheduling Carried out”

5. Click on to Check Scheduled Dates for the WBS Element.

6. Select the TOP WBS Element.

7. Click on to view Gantt chart.

8. Click on Save (Ctrl+S)


67/108


PS_UTM_TP_01


Page 66 of 108

23. Update the WBS Status to PE cum DE Created

Change WBS

CJ02


Transaction CJ02



3. Click on




68/108


PS_UTM_TP_01


Page 67 of 108


7. Click on Save

24. Send WBS for PE Cum DE Approval to competent Authority usingNote Sheet

Note sheet ZPS_NOTESHEET

1. Select the WBS element – Details - click on Customer fields:

2 Click on Create Note sheet button

3 Enter the WBS element and Employee ID of the person to whom the Note Sheetis to be sent.


69/108


PS_UTM_TP_01


Page 68 of 108

4 Enter the WBS element and Employee ID of the person to whom the Note Sheet is to besent.





• If you want to print the Note sheet press

• To see the cost in WBS element press


This button should be used by the competent authority, at the Root WBS Element, toapprove the PE of all WBS Elements in a single shot.


70/108


PS_UTM_TP_01


Page 69 of 108

Note: Project Estimate shall be approved by the competent Authority

• Alternatively use the T-Code “ZPS_NOTESHEET” to open the note sheet.

25. Read Note Sheet received in the SAP Inbox

Note sheet SBWP

Menu path Office Workplace

Transaction SBWP

1. Click on Inbox icon

2. Click on .

3. The note sheet screen will appear. Add the details and forward it to next level, asexplained in the Step-6.


71/108


PS_UTM_TP_01


Page 70 of 108

26. Review Project Estimate

After receiving the mail, the Project estimate can be reviewed by using this report. This

report will give the details of Plan/Actual/Commitment for a Project.

Structure Overview CN41

Menu path Logistics Project System Information System Structures Structure Overview

Transaction Code CN41

1. Enter PS Info prof. 000000000001

2. Enter Project number

3. Click on Execute.

4. Check the Plan, Actual & Commitment column.

5. Click on Back.


72/108


PS_UTM_TP_01


Page 71 of 108

27. Update the WBS Status to PE cum DE Concurred (PEFI)

Change WBS CJ02


Transaction CJ02



3. Click on details

4. Click on




73/108


PS_UTM_TP_01


Page 72 of 108


8. Click on Save

28. Update the WBS Status to PE cum DE Approved

Change WBS CJ02


Transaction CJ02



3. Click on details

4. Click on


74/108


PS_UTM_TP_01


Page 73 of 108



7. Click on Save .

29. View Approved PE/DE/RE PDF Documents

View approved PE/DE/RE DocumentsZPEDE /CJ02

Menu path N/A

Transaction ZPEDE / CJ02

1. Enter the WBS element number

2. Click on Execute

3. Click on the Document number


75/108


PS_UTM_TP_01


Page 74 of 108

Note: Document is appeared and the same can be downloaded in the local systemAlternatively, Approved PE/DE/RE can be viewed through CJ02 also,

1. Select the Relevant WBS Element

2. Go to WBS Element Tab - Document Overview Tab

3. Select the Relevant Document


76/108


PS_UTM_TP_01


Page 75 of 108

4. Click on

30. Link WBS Element to an Investment Program Position

Please Refer Budget Allocation User Manual

31. Budget Distribution to the Project

Please Refer Budget Allocation User Manual

32. Plan for Project Wise Activities (SKF – Statistical Key Figure)

Plan SKF CJS2

Menu path LogisticsProject SystemFinancialsPlanningStatistical KeyFiguresChange

Transaction CJS2

1. Enter Version, From & To Period, Fiscal Year, Relevant WBS Element, &, Stat.Key Figure

2. Click on the ‘Overview screen’ (F5)

On the overview screen, enter:

Current Plan Value


77/108


78/108


PS_UTM_TP_01


Page 77 of 108

Following error message might appear while changing the status to Release.

In that case, co-ordinate with Finance to run the transaction IM52 (Budget Distribution)

/CJBV (Activate Availability Control).

5. Check the status

6. Similarly change the status of all other WBS Elements & the the Project Definition.

7. Click on Save.


79/108


PS_UTM_TP_01


Page 78 of 108

34. Update the System status of a Network to Released

Change Network CN22

Menu path LogisticsProject SystemProjectSpecial MaintenanceFunctionsNetworkChange

Transaction CN22

1. Enter the Network No.

2. Go to Menu Bar Edit Option Status Release (Refer Fig. below)

3. This will change the Network Status from Created to Released

4. Check the status

5. Click on Save


80/108


PS_UTM_TP_01


Page 79 of 108

35. Post Actual SKF during the Project Execution phase

SKF Posting KB31N

Menu path LogisticsMaterials ManagementForeign Trade/CustomsGeneral Foreign Trade ProcessingEnvironmentSalesExportSalesProduct Cost by Sales OrderActual PostingsSKF

Transaction KB31N

1. Select Screen variant and Input type

2. Enter the Relevant WBS Element

3. Select the Relevant SKF

4. Enter Quantity


81/108


PS_UTM_TP_01


Page 80 of 108

5. Click on Save

36. Update the WBS Status to Revised Estimate Created

Change WBS CJ02

Menu path LogisticsProject SystemProjectSpecial MaintenanceFunctionsWork Break Down Structure (WBS)Change

Transaction CJ02



3. Click on details

4. Click on


82/108


83/108


PS_UTM_TP_01


Page 82 of 108

4. Click on


6. Click on Back & Check the new status.


8. Click on Save

38. Update the WBS Status to Revised Estimate Approved

Change WBS CJ02


Transaction CJ02



3. Click on details


84/108


PS_UTM_TP_01


Page 83 of 108

4. Click on




8. Click on Save


85/108


PS_UTM_TP_01


Page 84 of 108

39. Activity Confirmation

Change Network CN22


Transaction CN22

1. Go to the Activity Overview on the Header Details screen of the Network :-

2. Go to the tab for Int. Processing as shown below and select the internal activity

3. Click on the Confirmation icon on the lower part of the screen

4. On the Next screen carry out the following steps for Partial Confirmation of theActivity:-

5. Enter the Start and Finish Date in the respective fields as shown below:-


86/108


PS_UTM_TP_01


Page 85 of 108

6. Select the Reason by selecting the Reason ID

7. Press Enter.8. Click on the “Back” button.9. Save the Network.10. Ignore the Warnings.11. Click on Final Confirmation and Completed Indicators for Full and Final

Confirmation by repeating the above steps for the same activity

12. Click on Back icon

13. Click on Save (Ctrl+S)


87/108


PS_UTM_TP_01


Page 86 of 108

40. Milestone Confirmation assigned to a WBS Element

Change WBS CJ02

Menu path Logistics Project system ProjectSpecialMaintenance functionWBSChange

Transaction CJ02

1. Enter the WBS Element No. and press Enter (Refer Fig. below)

2. Go to WBS Element Overview.




6. Enter the Actual Date.

7. Click on Back.8. Click on Save (Ctrl+S) .

41. Milestone Confirmation assigned to an Activity

Change Network CN22


Transaction CN22

1. Enter the Network no. and press Enter (Refer Fig. below)

2. Go to Activity Overview.

3. Select the relevant Activity.


88/108


PS_UTM_TP_01


Page 87 of 108

4. Click on Milestone Overview at the bottom of the screen .



89/108


PS_UTM_TP_01


Page 88 of 108

6. Enter the Actual Date.

7. Click on Back.

8. Click on Save (Ctrl+S) .

42. Update the WBS Status to Offered For AT

Change WBS CJ02


Transaction CJ02



3. Click on details

4. Click on


90/108


PS_UTM_TP_01


Page 89 of 108




8. Click on Save .

Note: - At this status user can attach any relevant documents on the WBS element tocarry out AT (for reference.)

43. Update the WBS Status to List of Pending Points / Shortcoming fromAT (If Any)

Change WBS CJ02


Transaction CJ02



3. Click on details


91/108


PS_UTM_TP_01


Page 90 of 108

4. Click on




8. Click on Save .

44. Update the WBS Status to clearance of Pending Points (If Any)

Change WBS CJ02



92/108


PS_UTM_TP_01


Page 91 of 108

Transaction CJ02



3. Click on details

4. Click on




8. Click on Save .


93/108


PS_UTM_TP_01


Page 92 of 108

45. Update the WBS Status to Relaxation for Pending Points Not Cleared(If Any)

Change WBS CJ02


Transaction CJ02



3. Click on details

4. Click on




94/108


PS_UTM_TP_01


Page 93 of 108


8. Click on Save .

46. Update the WBS Status to Provisionally Fit for Commissioning

Change WBS CJ02


Transaction CJ02



3. Click on details

4. Click on


95/108


PS_UTM_TP_01


Page 94 of 108




8. Click on Save .

47. Update the WBS Status to Declared Fit for Commissioning

Change WBS CJ02


Transaction CJ02



3. Click on details


96/108


PS_UTM_TP_01


Page 95 of 108

4. Click on




8. Click on Save .

48. Update the Status of a WBS Element to TECO (Technically Complete)

Change WBS CJ02


Transaction CJ02




97/108


PS_UTM_TP_01


Page 96 of 108

3. Go to the Menu Edit Status Technically Complete (Refer Fig. below)

4. This will change the System Status of the WBS Element to Technically Complete.

5. Check the status

6. Click on Save

49. Update the Status of a Network to TECO (Technically Complete)

Change Network CN22


Transaction CN22

1. Enter the Network No.

2. Go to Edit Status Close Technically (Refer Fig. below)


98/108


PS_UTM_TP_01


Page 97 of 108

3. This will change the Network Status to Technically Complete.

4. Check the status

5. Click on Save .

Note: At TECO status the user will not be allowed to expand the project structure.Planning in Projects as such is not allowed at this status, Actual cost can however beposted to the WBS element.

50. Update the WBS Status to Commissioning Done

Change WBS CJ02

Menu path Logistics Project system ProjectSpecial Maintenance function

WBSChangeTransaction CJ02




99/108


PS_UTM_TP_01


Page 98 of 108

3. Click on details

4. Click on




8. Click on Save

51. Enter details after Update of Status Commissioning Done

Change WBS CJ02


Transaction CJ02


100/108


PS_UTM_TP_01


Page 99 of 108



3. Click on details and then go to tab

4. Select field key Transmission Project –Equipment from the drop down


101/108


PS_UTM_TP_01


Page 100 of 108

5. Press Enter

6. Enter the Equipment PO Number

7. Enter the PO Date & Commissioning Date

8. Press Enter or

9. Click on Save

52. Settlement of Network to WBS element

Change WBS CJ88

Menu path Logistics Project system FinancialsPeriod- End ClosingSingle FunctionsSettlement

Transaction CJ88

1. Enter the Controlling Area

Maintain “1000” as controlling area.

2. Enter the Network Number

3. Select the hierarchy and with orders check box


102/108


PS_UTM_TP_01


Page 101 of 108

4. Enter the following details

• Settlement Period

• Fiscal Year

• Processing Type

Note: If not specified Posting period remains same as Settlement period.

5. On the Processing Option section select the Test run & Detail List Check box

6. Click on Execute .

Note: The Above step is carried out for test run the settlement process so that anyerror can be checked. For Actual Settlement please Uncheck/Deselect the Test

Run check box and then execute the settlement.


103/108


PS_UTM_TP_01


Page 102 of 108

53. Update the WBS Status to Offered for Taking Over

Change WBS

CJ02


Transaction CJ02



3. Click on details

4. Click on





104/108


PS_UTM_TP_01


Page 103 of 108

8. Click on Save .

54. Update the WBS Status to Taken Over

Change WBS CJ02


Transaction CJ02

1.

Enter the WBS Element No. Press Enter.2. Select the WBS Element.

3. Click on details

4. Click on




105/108


PS_UTM_TP_01


Page 104 of 108


8. Click on Save

55. Update the System Status of a WBS Element to Closed

Change WBS CJ02


Transaction CJ02



3. Go to Menu to Menu Bar Edit Option Status CLSD (Refer Fig. below)

4. This will change the System Status from Technically Complete to Closed.


106/108


PS_UTM_TP_01


Page 105 of 108

5. Check the status

6. Click on Save .

Note: Once Closed Status is set ,no actual cost can be posted to the WBS element.

56. Transactions for Project Monitoring:-

1. Monitor Project Structure (CN41)

• Enter Database Profile Value after executing the Transaction Code


107/108


PS_UTM_TP_01


Page 106 of 108

Enter the Following Information:-

• Project Definition, WBS element or Network No. in Single or Multiple Selection

• Press Execute

• Note the Output

• To Change the layout click on the icon on the top and select the desiredfields.

• Remarks:- In the output of this report user can access information as per a no. ofcategories viz.


108/108


PS_UTM_TP_01


2. Monitor Project Cost (CJI3)

• Enter Controlling Area :- 1000

• Enter Database Profile:- 000000000001

• Enter the Following Information:-


• Press Execute

• Note the Output

3. Monitor Project Milestones (CN53)

• Enter Controlling Area :- 1000

• Enter Database Profile:- 000000000001

• Enter the Following Information:-


• Press Execute

• Note the Output