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Procedure documentation Working with Individual Overviews for Occasional Users Locate the document in its SAP Library structure

Note

You cannot call up individual overviews from the project structure overview (transaction code CN41N).

Open Individual Overview

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       1.      Call up an individual overview (see Calling Up Individual Overviews under Individual Overviews for Occasional Users).

       2.      Enter a database profile (DB profile) and choose Continue.

The initial screen is displayed.

       3.      Enter the required data and choose Execute.

You can enter an SAP List Viewer Layout directly in the initial screen. If a default layout exists, the system suggests it. If a default layout does not exist, the system suggests the layout 1SAP, which is delivered by SAP. You can overwrite the suggested layout.

Using Functions in Individual Overviews

You can access all functions in the individual overviews either in the menus or using pushbuttons. The following describes access using the menus.

In addition to the SAP List View standard functions (see Structure linkToolbar and Context Menu Functions), the following functions are available:

Display/Change Object

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       1.      Select one cell or line.

       2.      Choose Goto ® Object ®  Display Object or Change Object.

The system accesses either the Project Builder, where you can view or change selected objects, or a suitable master data transaction.

Hide/Show Lines

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       1.      Select one or more than one line you wish to hide.

       2.      Choose Edit ® Lines ® Hide Lines.

The system hides the lines. The hidden lines are shown neither on the screen nor on a print copy.

       3.      To show hidden lines, choose Edit ® Show Hidden Lines Again.

Note that the system shows all lines previously hidden.

Set/Delete Filter

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       1.      Select one or more than one column for which you wish to set a filter.

       2.      Choose Edit ® Filter ® Set Filter.

       3.      Enter a From and/or To Criteria in the dialog box for each selected column and choose Execute.

The system displays only those lines with data, which is within the specified interval.

       4.      To delete the filter, choose Edit ® Filter ® Delete Filter.

 

Set/Delete Exceptions

An exception is a special type of filter. A filter hides all objects that do not fulfill the specified criteria. An exception displays all objects, but these objects are accompanied by either a red or green traffic light.

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       1.      Choose Edit ® Filter ® Set Exception.

       2.      In the Define filter criteria window, choose the columns for which you want to set an exception, and choose Transfer.

       3.      Enter a From and/or To Criteria in the dialog box for each selected column and choose Execute.

The system assigns a red traffic light to the objects that do not fulfill the specified conditions. The system assigns a green traffic light to objects that fulfill the conditions.

       4.      To delete the exception, choose Edit ® Exception ® Delete Exception.

Convert Units

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       1.      Select a value-based column.

You cannot convert the contents of columns, which are not values.

       2.      Choose Edit ® Convert units.

A window with possible target units appears. Possible target units are units of the same dimension as the original unit, for example, time.

       3.      Choose a target unit.

The system calculates the values in the selected column.

Update Individual Overview

Caution 

Some data is lost if you update the individual overview.

To update the individual overview, choose the Refresh icon.

This function can be carried out by pressing a pushbutton only.

The system updates the data. Only the following data remains:

·        Temporary changes to the database

·        Settings for displaying deleted objects

·        Layout

·        Header and title text

·        Displayed fields

·        Sorting

·        Effects of Filters

·        Highlighting

·        Hidden lines

·        Unit conversion

All other data is lost.

Drilldown Report

You can assign drilldown reports to the individual overviews.

Note

You cannot assign other types of reports than drilldown reports.

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       1.      Choose Goto  ®  Drilldown Report ®  Assign Drilldown Report.

The Assign Reports window appears.

       2.      Select the required reports or add a new report.

       3.      To execute a report, select a line or cell and choose Goto ® Report ® Run Drilldown Report.

Note

You can assign and execute drilldown reports for cost-relevant objects only. The following objects are cost-relevant:

¡        WBS elements

¡        Orders

¡        Networks

¡        Activities/elements

¡        Component

Execute Other Individual Overviews

You can display other lower-level objects from an individual overview. This function can be carried out by pressing a pushbutton only.

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       1.      Select a line or a cell in the table.

       2.      Choose the Other Individual Overview pushbutton.

The system displays a list of the available overviews. The system creates the list according to the objects that are displayed in the individual overview.

       3.      Choose an overview.

The system displays the required individual overview.  Database settings you made earlier remain.

Confirmation

You can create or cancel confirmations belonging to activities for networks and maintenance orders. You can cancel a confirmation in the individual overview for confirmations as well. This function is not available for other objects.

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       1.      To create a confirmation, choose Goto ® Confirmation ® Create.

       2.      To cancel a confirmation, choose Goto ® Confirmation ® Cancel.

For more information about confirmations, see Confirmations.

Maintain Title and Header Text

You can maintain a title text and/or a header text. A header text appears at the beginning of each page of a printed copy.  A title text appears once at the beginning of the printed copy.

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       1.      Choose Edit ® Maintain Texts ® Maintain Title Text or Maintain Header Text.

       2.      Enter a text.

Display Deleted Objects

You can stipulate whether deleted objects are displayed or not. Choose Edit ® Deleted objects ® Display or Do Not Display.

Display Detail Screens

You can call up detailed screens for an object in the individual overview. The detail screens show general information about the object, for example, activity or WBS element data.

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       1.      Place your cursor on an object and choose Extras/environment ® Detail screen.

The details appear in a separate window.

       2.      Close the window by choosing Continue.

 

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