Creating the Project in the Project Builder 

Usage

The basis for all further planning steps is the work breakdown structure, which structures the project hierarchically. You now create WBS elements and activities for the NELLOS project using the Project Builder.

The Project Builder provides you with a user-friendly access into the Project System and integrates all of the user-specific functions you need to process the project. 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 worklist area and the template area. On the right-hand side of the screen, you see the work area.

For a detailed description of the available functions, see the standard documentation for the Project System, under Structures ® Project Builder .

Project Builder

The following graphic illustrates the structure of the Nellos project.

Procedure

  1. Call up the transaction as follows:
    2.

    Menu Path

    Logistics ® Project System ® Project ® Project Builder

    Transaction Code

    CJ20N

    When you first call up the Project Builder, a dialog box appears that describes the user-specific settings you can choose to make. To maintain the user-specific settings, choose .

    The Project Builder: User-Specific Options dialog box appears. In addition to the general settings, you can also define, for example, which project objects you would like to use as templates. Example: standard templates.

    To see the previously edited project as a preview in the Structure Tree, select Preview last project, then choose . The Project Builder screen appears.

    If you would like to modify your user-defined settings at any time, choose Settings ® Options.

  2. Choose Templates.

In the Templates screen area, the system lists all of the templates for creating a new project or project element.

Creating a Project

  1. In the Templates screen area, expand the Individual objects if required.
  2. Double-click Project definition.

    3. In the work area, the system opens the detail screen for the project definition.

  3. In the Identification and View Selection screen area, enter the following data:
    4.

    Field

    Data

    Project def.

    I# # # # and in the next field, enter Nellos as the short text

    # # # # can be any number, for example, 4563

  4. On the Control Data tab page, in the Project profile field, use the F4 input help to enter IT project.

    5. The system copies the default values from the profile into the project definition.

  5. On the Basic data tab page, enter the following data:
    6.

    Field

    Data

    Start

    10th (Current month +1). Year

    Finish date

    10th (Current month +7). Year

  6. In the Identification and View Selection area, choose .

    7. The WBS element overview appears.

    The Lev column shows the hierarchy level of the WBS element within the project structure. The default value on this screen is always level 1.

  7. Enter the following data:
    8.

    Lev.

    WBS Element

    Description

    1

    I/ # # # # or @

    New Incentive Wage System

    2

    I/# # # #.1 or @.1

    Organization and Conception

    2

    I/# # # #.2 or @.2

    Detailed Planning and Execution

    2

    I/# # # #.3 or @.3

    Preparation for Use

    2

    I/# # # #.4 or @.4

    System Optimization

    @ is used as a placeholder for the project definition key.

  8. Choose .

The system prepares the numbers of the WBS elements and transfers the additional data from the project definition as default values.

In Customizing for the project system, we have defined /0000-X-X-X-X as the format for the letter I.

The structure tree of the Project Builder displays all project objects.
  1. Choose .

Detailing WBS Elements Using Activities

  1. To call up your project, double click I### in the Worklist screen area.

    2. The system copies your project into the structure tree, as well as into the work area on the right-hand side of the screen.

  2. To expand the project completely, choose .

    3. If the system does not display all icons in the Structure Tree screen area, you can enlarge the screen area or choose Expand all using the right mouse button.

  3. In the Structure tree screen area, click the WBS element Organization and Conception.

    4. In the work area, the system displays the corresponding detail screen.

  4. Choose in the Identification and View Selection area of the screen.

    5. You see an overview of the activities.

  5. On the Int. processing tab page, enter the following data:
    6.

    Activity

    Description

    010

    Order management conception

    020

    Confirmation module conception

    You have now assigned the activities 0010 and 0020 to the WBS element Organization and Conception.

  6. Repeat this detailing procedure for the following WBS elements:
    7.

    WBS Element

    Through activity

    Description

    I/# # # #0,2

    030

    Order management execution

     

    040

    Confirmation module execution

    I/# # # #0,3

    050

    Test pilot

     

    060

    Training

     

    070

    Implementation

  7. Choose .

    8. In the Structure Tree screen area, the system lists the activities under the relevant WBS elements. In line with the project profile settings, the system creates a network when the first activity assignment is made. The system initially assigns a temporary number to the network.

  8. Choose .

Result

The system creates the project and issues a number for the network. In the Project Builder, you can find the project in the Worklist screen area under Last projects processed.

To define the time sequence, you create the technical and content dependencies through the relationships.

Using Relationships to Link Activities