Entering content frameProcedure documentation Executing Project Summarization Locate the document in its SAP Library structure

Use

You use the summarized data from the project summarization for controlling purposes covering your whole business. You can use summarization to analyze different views of your projects.

Prerequisites

The summarization objects determined in the inheritance run and their master data fields form the basis for setting up the summarization hierarchy. You must have carried out the inheritance run at least once.

If there have been any master data changes since the last inheritance run, you should run it again before the summarization run. This is the only way of ensuring that all data per the current project status is included.

Summarization is by controlling area. Objects not assigned to the controlling area are not included in the summarization.

Procedure

  1. Go to the Information System menu in the Project System part of the Easy Access menu and choose Tools ® Summarization ® Summarization to access the CO summarization.
  2. Enter the controlling area, as required.
  3. Specify a hierarchy or subhierarchy.

Choose Extras ® Summarized hierarchies to obtain a list of the summarization hierarchies already summarized.

If you only want to summarize a subhierarchy, choose the arrow icon. The subhierarchy dialog box appears. It contains a list of all the characteristics in the summarization hierarchy. Enter the characteristic values for which you want to carry out project summarization.
  1. If you have defined exceptions for the summarization hierarchy, choose Extras ® Exception ® Define rule to activate them for this summarization run.

    2. By defining exceptions, you stipulate that the system highlights particular nodes in the hierarchy per the exception, using traffic lights.

  2. Select Summarization run and specify periods and fiscal year between which summarized data is to be considered.

    3. Note

    The system considers the overall structure plan values, the overall budget, and the unit costing, regardless of any "from" and "to" specifications made.

  3. You can run project summarization online or in background processing. We supply summarization set to background processing because the summarization run can take some time.
  4. Alternatively, you can choose the following parameters:

It is possible to generate summarization hierarchies with no data. The system merely sets up the summarization hierarchy again. New nodes may be inserted into the hierarchy. Transaction data is not selected afresh.

You can then evaluate the hierarchies in, for example, the hierarchy reports. The system reads the data interactively and assigns it to the appropriate view. For performance reasons, we recommend that you use this procedure in very large structures. Use Tools to access the view in the hierarchy reports.

The system deletes all the nodes for the hierarchy, along with the transaction data. You can then change or delete the hierarchy itself.
  1. Choose This graphic is explained in the accompanying text Execute.

Result

The system sets up the summarization hierarchy according to the master data fields of the summarization objects from the inheritance run, selects the accompanying transaction data, and updates the result in the individual summarization nodes. The project information system includes flexible reports for analyzing the summarization hierarchy.

When the online summarization is complete, the system outputs an overview log which shows the nodes processed.

You can access the following functions:

The message log lists any errors which occurred and information messages for the summarization.

The table statistics detail how many totals records were written in the summarization.

In the initial screen, you can also:

Use this function to enter names for the different levels in the hierarchy.

Use this function to display the names for the different levels in the hierarchy.

 

 

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