Summarization in Projects (SAP Library - Project Information System)

Summarization in Projects

Purpose

With the help of summarization in projects you can summarize your project according to fields and corresponding to the summarization hierarchy. With the help of summarization in projects you can summarize your project according to fields and corresponding to the summarization hierarchy.

The following are available for use as summarization fields:

Master data fields selected by SAP
Additional fields created using the customer enhancement CNEX0025

You can summarize and analyze your projects using further objects, such as internal orders.

Prerequisites

Activate the projects for summarization using master data fields. To do this, proceed as follows:

New project (WBS or network)

You must set the Project summarization indicator in the project profile or network profile.
Create the WBS or network using templates or standard structures. The template or standard structures are activated for summarization using master data fields.

The project is summarized with summarization using classification.

In the Implementation Guide (IMG) start the conversion report Conversion: Free Classification Chars. -> User-Defined Chars. (RCJCLMIG). You can then only summarize the project using master data fields.

If you do not run the program, you cannot use project summarization using master data fields for these projects.

Caution

If you create a project for a standard project or using a template, the summarization is activated in line with the template, regardless of the settings in the profile. For example, you create a project using a template where summarization using classification is activated. The new project adopts this setting.

The table below shows an overview of the criteria the system uses to determine the type of summarization for a newly created object:

Object	Summarization
New WBS element	Per the setting in the project profile
WBS element for template or standard WBS	Per the template or standard WBS
New network activity	Per the setting in the network profile
Network for template	Per the template
Network for standard network	Per the setting in the network profile
Activity for WBS element in structure planning	Per the WBS element

Note

Activities are viewed as summarization objects only if they are assigned to a WBS element with a summarization indicator, or if a WBS element with a summarization indicator exists in the path above.

Note

If you want to use summarization using master data fields for all your new projects, you must amend the project profiles in the Project System IMG accordingly.

Process Flow

Define the summarization objects in your project. In master data maintenance, select the Project summarization indicator. This stipulates that the object is a summarization object. The number of summarization objects in a project affects the performance in inheritance and summarization runs.

If you have used a customer enhancement to select additional fields as summarization fields, maintain the summarization fields for the object in the Summarization tab page in master data maintenance.

Execute the inheritance run.

The system first selects all the project objects that satisfy the selection criteria. It then determines the summarization objects and inherits all the master data fields (master data characteristics and additional fields from the customer enhancement). Objects that are not summarization objects are clearly assigned to the superior summarization object. The summarization objects and relevant master data fields are stored in the database in table PSERB.

See Executing Inheritance Runs.

Choose Project System ® Information System ® Tools ® Summarization ® Inheritance Evaluation to analyze the result of the inheritance run.

Create the summarization hierarchy:

In the IMG for Project System under Information System.
By choosing Project System ® Information System ® Tools ® Summarization ® Hierarchy

Execute the summarization run. You execute the summarization run as often as you like and do so for different summarization hierarchies.

During the summarization run, the system sets up the summarization hierarchy based on the data from the inheritance run. The individual summarization nodes consist of master data fields from the summarization hierarchy. Based on the summarization criteria from the inheritance run, the system determines the objects belonging to a summarization node, selects the transaction data from the database, and updates the totals by period and cost element in the individual summarization nodes.

See Executing Project Summarization.

Note

During the inheritance run, the system merely determines the master data fields for the individual objects and stores them in a table. It is not until the summarization run that the system sets up the hierarchy per the chosen view and based on the data determined in the inheritance run. The summarization run does not take account of master data changes made after the inheritance run.

Result

All the transaction data from the relevant objects is summarized in the summarization nodes. You can evaluate the summarized data by period in the project information system at any time, using hierarchy reports or cost element reports.

If you are also using the Executive Information System (EIS) component, you can transfer the master data fields determined in the inheritance run to the EIS and analyze them (see Transferring Data to EIS).