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Project Summarization using Classification Characteristics

In this section you learn about the preconditions for managing projects using the calssificationsystem. The classification of your projects is necessary if you want to summarize projects using classification.

In the classification system you specify characteristrics, which you use to classify your projects.

If classification has been activated for a project, the project will automatically be classified during basic data maintenance. The characteristics are evaluated using the values in the project basic data (for example name of person creating project, controlling area).

You can define additional characteristics that do not refer to fields in basic data maintenance. You maintain these characteristics during basic data maintenance.

You can summarize data along freely definable hierarchy structures using values assigned to characteristics.

Proceed in the following manner to classify projects:

1. Display a list of classification data delivered by SAP and choose the data you want to use. Generate the selected characteristics in the relevant client.
During the generation process, the system creates classification

characteristics which reference fields in the project master record. You must generate these characteristics in every client where you want to select project using classification or define summarization hierarchy structures using classification.

2. Create user-defined characteristics.
In this step, you branch to the classification system and create the characteristics which you want to evaluate.

To be able to use classification to summarize projects, you create hierarchy IDs which define the setup of the summarization hierarchies in your client. Enter one characteristic per hierarchy level.

During the summarization run, projects are selected using these characteristics, and the individual values are added together. In the information system, you can access a report for every hierarchy node.

A project may arise in more than one summarization hierarchy.

After the summarization run, you can display the summarization run online in the cost/revenue/payment information system. To this end, you must first define an appropriate data view and a database profile.

Further Notes

As of Release 4.5A, the new facility for summarizing using master data characteristics is available. Summarization using classification remains available for compatibiltiy reasons only; support will be withdrawn in the medium term.
We recommend that you do not use summarization using classification any longer.

For the projects summarized using classification, convert the user- defined characteristics into the additional fields for the new summarization. Summarization using master data characteristics is activated after the conversion.