Transfer of Planned Data

By allowing transfer of planned data such as quantities, cost, or revenue to business objects in backend systems (for example, SAP ERP and SAP Multiresource Scheduling (MRS)), Project Cost and Revenue Planning provides an end-to-end integration that allows users to view unified and consistent information in downstream processes.

Caution Caution

If you use Project Cost and Revenue Planning as the front-end application for financial planning, do not post manual entries directly to Easy Cost Planning. During the transfer process from Project Cost and Revenue Planning to ECP, the system deletes existing data for corresponding business objects and overwrites them with data from Project Cost and Revenue Planning.

End of the caution.

Prerequisites

Business objects to which you want to transfer data must have valid start and end dates.
The following Customizing settings for SAP Commercial Project Management under Project Cost and Revenue Planning Transfer to ERP are required:
- Make Settings for Transfer Methods
- Make Settings for Transfer Strategies
Optionally, you can use your own implementation of BAdI: Transfer of Project Financials to ERP to determine dependent business objects and use the appropriate transfer scenario. You can also use this BAdI to override values for input parameters in transfer methods.

Features

Transfer Scenarios

The following scenarios are available for transfer of planned data:

Network Activities

Note Note

You can update only internal and external network activities.
Manually created material components in PS (transaction CJ20N), are not updated during transfer. When you transfer costs or quantities for a material resource type, the system automatically creates corresponding material components in the network activity.

End of the note.

Update only the quantity in a network activity.
In such a case, the system transfers quantities for a combination of multiple materials and only one other resource type.

For internal network activities, the system updates quantities in the Work field; whereas for external network activities, the system updates quantities in the Activity qty field.
Update Easy Cost Planning with only the cost for a network activity.
In such a case, the system transfers costs for any combination of resource types. Note that if you choose to transfer costs per period, the posting date is always the first date of the respective period.
Update Easy Cost Planning with quantities and costs for a network activity.
In such a case, the system transfers the costs for any combination of materials and resource types, and transfers the quantities for all materials. However, you can transfer the quantity only for one resource or resource type (other than the material resource type).

WBS Elements

Directly update cost and revenue in work breakdown structure elements (WBSe) using transaction CJR2.
For activity resource types, the costs are determined based on activity-specific rates maintained in transaction KP26. Note that for activity types, manually-entered plan rates or costs are not transferred to Controlling.
Directly update Easy Cost Planning with cost and revenue for work breakdown structure elements (WBSe).
Note that if you choose to transfer costs or revenue per period, the posting date is always the first date of the respective period.
In SAP ERP, revenue is planned at high-level WBSs that are billing relevant. However, in SAP Commercial Project Management, you can plan revenue based on costs, that are in turn, based on a margin percentage. You can do this at the structure element and resource levels. You can then can transfer the data to SAP ERP. During transfer, SAP Commercial Project Management aggregates the revenue planned from lower level elements or resources, and transfers it to billing-relevant higher-level WBSs in SAP ERP.

cProjects

Update cost and revenue in WBS elements assigned to phases or tasks in cProjects.
Note that you can plan for resources for a phase or task in a cProject and transfer the demand request to MRS. However, it is not possible to retrieve staffed information from MRS into cProject.

SAP Multiresource Scheduling (MRS)

Transfer staffed quantity to MRS, create demand requests in MRS, and update the request number in the planning sheet.
Note that the system creates one demand request for resources planned in a structure element.

Transfer Methods

In the Customizing activity Make Settings for Transfer Methods, you do the following:

Use classes to define transfer methods to transfer quantity, cost, or revenue to a business object.
For each transfer method, you assign values for each of the parameters in the transfer method.
Specify the status (of plan versions) for which the system processes a transfer method.

The following transfer methods are available:

Name

Transfer Method

Description

WBS Cost Update

0TRANS_METH_COST

This transfer method updates the cost in the plan currency, to a cost element of a WBS element.

NWA Material Creation

0TRANS_METH_MAT_CR

This transfer method creates a material component in a network activity and updates the quantity planned for the material. This method defaults the procurement type based on the following conditions:

Reservation for Network: This procurement type is set for the following values:

Field/Setting	Value
Item Category	‘L’
Procurement Type in MM	‘X’ or ‘E’
Individual/Collective Indicator	'2'
Prerequisite Network Flag in PS Procurement Indicator	'X' (flag is set)
Project Stock	‘Valuated'

Purchase Requisition for Network: This procurement type is set for the following values:

Field/Setting	Value
Item Category	‘N’
Procurement Type in MM	‘X’ or ‘F’
Individual/Collective Indicator	'2' or ' '
Prerequisite Network Flag in PS Procurement Indicator	'X' (flag is set)
Project Stock	‘Valuated'

Reservation for WBS Element: This procurement type is set for the following values:

Field/Setting	Value
Item Category	‘L’
Procurement Type in MM	‘E’
Individual/Collective Indicator	' '
Prerequisite Network Flag in PS Procurement Indicator	'X' (flag is set)
Project Stock	‘Valuated'

Purchase Requisition and Reservation for WBS Element: This procurement type is set for the following values:

Field/Setting	Value
Item Category	‘L’
Procurement Type in MM	'E' or ‘X’
Individual/Collective Indicator	'1' or ' ' (except the ‘E’ and ‘ ‘ combination, which results in Reservation for WBS)
Prerequisite Network Flag in PS Procurement Indicator	'X' (flag is set)
Project Stock	‘Valuated'

Transfer Method for MRS

0TRANS_METH_MRS

This transfer method updates the quantity for a resource in SAP Multiresource Scheduling (MRS).

NWA Cost Update

0TRANS_METH_NWCOST

This transfer method updates the cost in plan currency, to a cost element of a network activity. This transfer method also updates Easy Cost Planning with aggregated planned costs for a network activity.

NWA Quantity Update

0TRANS_METH_QTY

This transfer method updates the planned quantity for a resource to a network activity.

WBS Revenue Update

0TRANS_METH_REV

This transfer method updates the revenue in the plan currency, to a cost element of a WBS element.

NWA EAC Cost via ECP

0TRANS_NWA_EAC_FORECAST

This transfer method updates Easy Cost Planning with forecasting data for a network activity based on estimate at complete (EAC) values. The method transfers actual costs up to the current forecast period and estimate to complete (ETC) costs for future periods.

WBS EAC Cost via ECP

0TRANS_WBS_EAC_FORECAST

This transfer method updates Easy Cost Planning with forecasting data for a WBS element based on estimate at complete (EAC) values. The method transfers actual costs up to the current forecast period and estimate to complete (ETC) costs for future periods.

Aggregated WBS Cost & Revenue via ECP

0TRANS_WBS_ECP

This transfer method updates Easy Cost Planning withaggregated cost and revenue for a WBS element.

Periodic WBS Cost & Revenue via ECP

0TRANS_WBS_ECP_PERIODIC

This transfer method updates Easy Cost Planning with the cost and revenue for corresponding periods of a WBS element.

NWA Cost via ECP (Periodic)

0TRANS_NWCOST_PERIODIC

This transfer method updates Easy Cost Planning with the cost for corresponding periods of network activity.

SKF Transfer for Network

0TRANS_SKF_NW

This transfer method updates the statistical key figure (SKF) in a network, with the planned output quantity.

SKF Transfer for WBS

0TRANS_SKF_WBS

This transfer method updates the SKF in a WBS, with the planned output quantity.

SKF ETC Transfer for Network

0TRANS_SKF_NW_ETC

This transfer method updates the SKF for a network, with the ETC output quantity.

SKF ETC Transfer for WBS

0TRANS_SKF_WBS_ETC

This transfer method updates the SKF for a WBS, with the ETC output quantity.

Transfer Strategies

In the Customizing activity Make Settings for Transfer Strategies, you create a transfer strategy and do the following:

Assign transfer methods that provide relevant information to transfer
Choose the characteristics whose values must be transferred

By assigning transfer strategies to different version types (in the Customizing activity Start of the navigation path Define Plan Scenarios Next navigation step Link Plan Scenario to Version Type End of the navigation path ), you decide the plan versions that contain the most accurate plan and can be the best source to transfer plan information to objects in ERP.

Transfer to Controlling (CO) Versions

When you transfer data to a back-end ERP system, you can choose the CO version to which the data is transferred. This is possible in the following ways:

Transfer of data from one plan version type to one CO version
In the Customizing activity Define Version Types, you can specify the CO version to which data from a version type is transferred. With this setting, data from a version type is always transferred to the same CO version.
Transfer of data from one version to multiple CO versions
Alternatively, you can use the input parameter VER in transfer methods, to transfer relevant data into different CO versions.

Transfer to Cost Elements

When you transfer planned data to ERP, the system transfers cost and revenue to cost elements according to the settings in Customizing for Start of the navigation path SAP Commercial Project Management Next navigation step Project Cost and Revenue Planning End of the navigation path , and in the following order or priority:

Define Resources
Define Plan Scenarios Link Plan Scenario to Resource Type Assign Cost Elements or Activity Types
Define Default Cost Elements

Transfer Versions

By default, whenever you initiate transfer of data from Project Cost and Revenue Planning to a back-end system, the system creates and stores a copy of the data that is transferred. This data is stored in the real-time planning InfoCube /CPD/PFP_R01.

You can deactivate this default behavior by implementing the Business Add-In method Disable Transfer Versions in Customizing for SAP Commercial Project Management, under Start of the navigation path Project Cost and Revenue Planning Next navigation step Business Add-Ins BAdI: Transfer of Project Financials to ERP End of the navigation path .

Data Consistency

You can use the Financial Plan Consistency report (/CPD/PFP_MAINTAIN_CONSISTENCY) to ensure consistency between structure elements in financial plans and business objects in the backend system. For example, you have planned data for a WBS element in a PS project definition. However, the WBS element is subsequently deleted from the backend system.

Administrators can:

Run this report to ensure consistency of data in the financial plans and business objects
Schedule to run this report as a background job, at regular intervals

More Information

Example: Transferring Planned Data uses a sample scenario to explain how data is transferred.