Selection Criteria and Representation 

Use

When you access a report, you use profiles and selection criteria to define the scope and structure of the data selected. This means you can obtain a project evaluation covering a whole project, a project version, or an individual WBS element and containing only the objects and data in which you are interested.

You use profiles to stipulate:

●     Which objects are selected

●     The view in which the data is displayed

●     How the fields in the overviews for the technical project are displayed

The data in the information system is based on the Project System logical database (PSJ). For more information on the logical database, read the documentation on report program SAPDBPSJ.

Prerequisites

You must first maintain the profiles relevant to the information system. For more information, see Profiles in the Information System and the documentation in the Information System section of the Project System IMG.

Features

Object Selection

Choose DB profile to define which objects are selected from the database. The appearance of the initial screen in the information system will vary according to what you enter here.

In the database profile, if you stipulate that you do not want to select components, the information system initial screen does not include the Materials in network field.

If you stipulate that you want to select version data, the information system initial screen displays additional fields for specifying the origin of data.

You can display version data in the structure overview (transaction code CN41), but not in the project structure overview (transaction code CN41N). For more information about the project structure overview, see Structure Overview and Project Structure Overview.

Having used the database profile to define which objects are selected when the report is accessed, you can use the initial screen to restrict the object selection using:

●     Values

If you specify individual values or a value range, the system selects only the objects with the appropriate values. You can use selection options to restrict the range of data to, for example, values which are less than, more than, or just not the same as, the specified values. You can select data for the following objects:

-         Project

-         WBS element

-         Network/order

-         Activity

-         Materials in networks

The default value is "no selection".

●     Status selection profile

You can use the status selection profile to restrict selection to objects which meet the requirements for a particular combination of statuses. You can maintain status selection profiles for the following objects:

○     Project definition

○     WBS element

○     Network/order

○     Activity

The objects are selected hierarchically - meaning that subordinate objects are not selected unless the relevant superior objects fall within the scope of the status selection profile.

You release the status selection profile for use in project definitions and enter the project definition as a selection criterion when you access the report. The project definition has the status Partially released; the subordinate objects have been released. The project definition does not meet the requirements of the status selection profile. In this example, no objects are selected in database selection.

You release the status selection profile for use with activities. The system selects the released activities regardless of whether superior objects in the hierarchy satisfy the requirements in the status selection profile.

●     Effects of dynamic selections

Dynamic selections are a means of restricting the data selection per particular criteria, such as profit centers, persons responsible, or date of last change.

By entering suitable selection criteria, you reduce the amount of data selected by the logical database. This can significantly improve system performance when you access reports.

Data Presentation (Project View)

The data selected by the database can be displayed in different hierarchies (views).

You stipulate the hierarchy using the project view. The project view is defined in the database profile. You can display the data in the information system as viewed from:

●     Project structure

●     Profit center hierarchy

●     Cost center hierarchy

●     Characteristic hierarchy

●     Capital investment program

●     Sales and Distribution (SD) - for example, by sales order

●     Characteristic hierarchy with single-level object list

●     Hierarchy you define yourself

For more information on presenting the data as viewed from the project structure, read Displaying the Project Hierarchy.

PS Info System Profile

The information system profile combines all the profiles you need to work with technical project reports. As well as the database profile, it contains, for example, profiles for displaying the structure overview and individual overviews.

To work with the commercial project reports, you do not need an overall profile. The database profile is enough.

Activities

When you access a report from the database, the system selects the data which exactly meets the selection criteria. You cannot select additional data within the report evaluation.

You can store the selection criteria you entered as a variant and use it for further evaluations or for accessing reports in background processing.

Create selection versions so that you can access the technical project reports quickly. A selection version contains all the objects and data matching the selection criteria when you created the version.