Sap ps tutorial pdf

Good luck! Riccardo Vietri , Manager at Capgemini at Capgemini. Karuna Kumar K. Dirlei Andrade. Amish Julka. Manish Gupta. Show More. Views Total views. Actions Shares. No notes for slide. SAP PS overview 1. Maheshwari hotmail. To be able to carry out a project in its entirety, the project goals must be precisely described and the project activities to be carried out must be structured 4. Hierarchies are used for evaluating aggregated data, allocating budgets and defining responsibilities.

A high degree of precision is required when planning and coordinating large and complex projects. When planning the flow of a project, you will schedule deadlines and dates, make resources available, and assign funds. The Project System gives you the support you need in all project phases. Coding mask for Project Project created with coding mask 8.

In the Project Builder, you can create, display, and process all the data of a given project structure. The screen is split into three areas. At the top left, you see an overview of the structure of the created project we refer to this as the structure tree. Beneath this, you see the work list area and the template area. On the right-hand side of the screen, you see the work area.

The open catalog interface allows you to select services also from internal or external service catalogs Strong hierarchy of WBS-Elements can be used to plan costs in a top-down- as well as in a bottom-up-procedure. For this, the detail can vary from overall to periodical values, also on a cost element level. Easy Cost Planning: Predefined calculation templates presented in a highly configurable, HTML-based user interface provide an end-user focused easy- to-understand environment.

It is an easy-to-use tool to plan costs by cost elements in a quantity structure. During execution, actual costs can be used to derive the billing. The flexible and easy-to-use Dynamic Items Processor supports this. After the approval, this can be used to control the budget availability against the expenditures during the execution phase. Additionally, the original budget can be broken down into smaller packages of released budget to allow an even more accurate availability control. All budgets can be planned by year or as overall values.

Released Budget Budget availability control enables you to control costs actively by issuing warnings and error messages when tolerance limits of the budget are exceeded because of assigned values.

Budget Availability Control If required you can successively release budgets and post updates, such as budget supplements or returns. Budget Release: In the project system there is a release function with which you can successively release budget.

A release is based on the current budget, meaning the original budget that has been changed by supplements, returns, or transfer posting. Budget Supplement If the funds provided are not sufficient, the Project System enables you to use budget supplements, which can be used on the project.

Budget transfer CJ34 In an area of responsibility, budget run low on a project, while on another project there is still sufficient budget. You can use transfer postings to provide a project with available budget from another project.

Besides using a manual confirmation, CATS offers an ergonomic time entry interface. The entered times lead to appropriate actual times and costs on the projects. Full change and cancellation handling are also provided. During execution, payment relevant postings - through integration of other SAP Solutions — are feeding Project Cash Management and provide the most accurate information possible on incoming and outgoing payments.

Work Breakdown Structure This is the first step in project planning to define work breakdown structure to divide the activities into tasks. The type of tasks and activities to be defined vary as per project complexity and type of project- customer based or internal project.

Project Planning also involves the sequence of tasks to be performed and which tasks are dependent on each other and which tasks can be further divided in to smaller tasks.

For example, banking projects capital projects or IT development projects. A Project type is also used for reporting, building authorization and for creating hierarchies and network in project planning. It can also be used for developing customer requirements, i. Click New Entries to define new text types as per the business requirement. These characters define how a project is coded for editing. Automatic Number assignment: This is used to update symbol that you want to assign automatically to project object and WBS.

Step 3: To save the configuration, click the save button at the top. You can define multiple limit number of user status profiles that can be maintained in SAP system. You can use other options to copy an existing profile, to delete a profile or to view details. Double-click on status profile. The Allowed Object types screen appears with various options.

Selection conditions are used using top- down approach. Enter the status profile Id that you have created. Step 4: You can also perform Search option to select the Status profile. Step 5: Next, go to Selection conditions screen on the left side.

The information entered in project profile is copied to project in project definition or also in the project elements. This information can be changed at later stage. Note that the values in the project profile is used to maintain the functions of certain areas of the Project System and should only be changed without considering all the factors. You should not change the keys related to costing sheet or the results analysis key as these can change existing system.

This is used to perform any reports. You need a settlement profile stored in project profile or network type, which determines whether settlement is required, allowed, or blocked. You can maintain a settlement profile in system.

Step 3: To create a new settlement profile, click New Entries in the Settlement profile overview window. Click the save button at the top. All these order types are relevant for specific applications. In SAP PS system, a network type is used to contain the information for controlling and managing networks.

Network is defined as work order that has a structure in common with production, maintenance, and inspection orders. In SAP system, when you define a network, it should also contain a network type maintained with it.

Step 4: Click the save button at the top. To define a responsible person, you need to enter person responsible Id and descriptive name of the person responsible for managing the work center. To specify a person responsible for work center, navigate to the following path in SAP Easy access. Using Control key in SAP PS system, you can determine the business transactions to be performed when you perform an activity.

An activity can be an internal activity, external activity or both. While defining the control key, you have to specify the indicators and keys for different functions in the control key. Capacity requirements: To determine which activity elements have capacity requirement. Step 5: Click the save button to save configured activity control details. The Access control list function should be activated in project profile or network profile.

In SAP system, highest possible authorization always applies to a user. If a higher authorization applies for a user or PS object, the system overwrites the inherited authorization. Example Consider user A is assigned to user group 1 that has read authorization for a PS object and the user has change authorization for PS object. The user gets change authorization in this scenario. Step 1: Go to the ACL tab page. Select insert line button to enter the new data.

Step 2: Click Save to save the entry. Step 3: To display the access control lists, click the Display button. Step 4: To delete the access control lists, click the Delete button.

Cost planning Cost planning means the costs that is expected to incur in connection with your project as it is executed. In addition, you can perform automatic cost planning to integrate project costs with enterprise controlling. Costing variants are used to define the pricing strategy in the system for costing and how overhead should be determined. Example You determine the price to be considered in accounting view in material master record.

Costing variants are used to maintain unit costing in the general costs activity. Step 2: To create new costing variants, click New Entries on costing variant screen. Click the save button to save the configured cost variant. Step 4: Next go to Execution Service on the left pane. Select execution profile and double-click on Execution Service icon in the left pane. Step 5: On the Execution overview screen, click the New Entries button. Step 7: The next step is to assign Execution profile to project option to update execution profile to project profile.

To save the Execution service profile, click the save button at the top. The Budget is the approved cost from management for expected development of order cost for a given time period. Different budget types exist in a Project system. Original Budget In Project system, original budget is defined as the allocated cost assigned for a development order.

You can update the budget using the budget update options. Budget update is known as the unexpected events that occur. Once you enter all the fields, click the save button at the top. You define your own number range for all budget documents created for allocation, supplement, transfer, release, etc.

Once you define the tolerance limit, click the save button at the top. Revenue Planning is one of the key aspects of Revenue and earnings.

Revenue planning defines the revenue you expect when a project is executed. The use of date scheduling is to determine phases in a project and duration of the phases, critical paths, and events in project schedule. In Work breakdown structures WBS and Network, you enter the dates and these dates can be changed during full project lifecycle. Maintaining Dates in Projects When you define a project in system, you enter the start and the finish dates of the projects.

The dates are calculated for full part of part of project for activities using the scheduling function. You can use WBS element basic dates as basic dates to schedule the activities. When a network contains few activities that are not assigned to same WBS, they are treated as external networks in system in project scheduling. Possible options are as shown in the screenshot given below.

Step 5: When you enter all the details, next is to save the configuration. Material requirement planning in project comes from Material management and Production Planning and Control.

Different MRP parameters can be used. In this run, the system considers only those material, which have undergone some changes from their last MRP run. It is time consuming and not common in Production planning. System will take some time to run the MRP and do the calculations. You can see material requirement and what parameters have been considered during the run. This is used to plan individual item planning.

Enter material number and Plant. Project versions are used in Earned value analysis and for project evaluation. Types of Versions There are different project version-types available in Project System. In the table given below, you can see the different features in a project that the above versions support in a SAP system.