Function documentationTeams and Roles

 

Every project is executed by a team of professionals who perform specific roles and who are responsible for different aspects of a project, for example billing, procurement, or financial controlling. By defining teams and roles, you are able to distribute tasks to responsible people and effectively monitor master projects. Project planners can set up project teams and assign roles to members. You can also make members responsible for business objects that are within the scope of their assigned roles.

Integration

The ability to retrieve member information from business partner master data (transaction BP) and HR master data (transaction PF01) are integral to the setting up of project teams.

Prerequisites

  1. Project members exist in the system either as business partners or employees with HR master data. Employees with HR master data may also be part of an organizational unit in the system.

  2. You have made the following settings in Customizing under Start of the navigation path SAP Commercial Project Management Next navigation step Master Data Next navigation step Master Project End of the navigation path:

    • Defined role profiles, roles, and their attributes in the activity Define Roles

    • Assigned a role profile to a master project type in the activity Make Settings for Master Projects

    • Mapped business partner functions and roles in the activity Define Business Partner and Role Mapping. This mapping is required to import business partners from the business objects assigned to a master project.

    • Optional: You can create your own implementation of a Business Add-In (BAdI) to import members from other sources, such as from non-SAP systems or business partners who are not directly assigned to a related business object. To create a BAdI implementation, choose Customizing forStart of the navigation path SAP Commercial Project Management Next navigation step Master Data Next navigation step Business Add-Ins Next navigation step BAdI: Project Member Retrieval End of the navigation path.

Features

  • User-Defined Team Structure

    In the Team Structure view, you create your own team structure and define the roles that each team performs. While you can define your own team structure, roles are derived from Customizing.

  • Roles

    Setting up of a project team also involves planning the functions of the project team. You use roles to define the tasks of each team. Depending on the Customizing settings, a user role can have the following attributes:

    • Key role, an attribute that makes the role an important function within a team

    • Unique role, an attribute that makes the role unique to the whole master project

    • Single member role, an attribute that restricts the role assignment to only one member in the entire master project setup

  • Member Search

    For the master project team, you can assign members from one of the following categories of users:

    • Business partners in the Employee role

    • Business partners in the Customer role

    • Business partners in the Vendor role

    • Employees with master data in the Personnel Administration (PA) system

    • Employees assigned to organizational units

    Information such as ID, contact number, e-mail address, portrait picture, qualification, and so on is copied from the employee or business partner master data.

  • Import Business Partners

    The Import Members button in the Team Structure view allows you to import partners (employees) from the following business objects assigned to the master project:

    • PS Project Definition

    • WBS elements of a PS Project Definition

    • Sales Order (Header)

    • Sales Contract (Header)

    . The imported members are assigned to a role based on the partner function and role settings defined in the Customizing activity Define Role Profiles.

    Additionally, you can import other business partners through your own implementation of BAdI: Project Member Retrieval.

  • Master Project Hierarchy

    • You can view the master project hierarchy with the subordinate team structures.

    • You can assign roles, responsible teams, or persons to the master project structure.

    • You can view responsible persons when you choose a specific subobject in the master project structure.

  • Copy Team Structure from Another Master Project

    This function allows you to copy the team structure teams, roles, and members from a template master project.

    By clicking Copy from Project in the Team Structure view, you can copy the team structure, roles, and members from another master project. The system copies only those roles and members that are common to both the master projects. The system makes this determination based on the role profile of the master project type, as defined in the Customizing activities Make Settings for Master Projects and Define Role Profiles.

  • Responsibility

    • If a project member is already assigned as responsible through the business object, the information is displayed as part of the user information in the team structure. However, you can also make a member responsible for a business object that is present in the master project structure.

    • You can assign responsible teams to subobjects in the master project structure.

  • E-mail

    From the graphical representation of the team structure, you can send e-mails to the whole team of an individual by choosing the corresponding icon.

  • Team Overview

    When you have set up a team, you can also view a graphical representation of the team structure consisting of teams, subteams, and team members. You can also do the following:

    • Expand and collapse the team structure to view subteams or members

    • View e-mail IDs and contact details of members

    • Send e-mails to a team, subteam, or member

    • Print the team structure

    • Use the Business Add-In (BAdI) /CPD/PWSSE_TM_SEARCH_VALUES to hide employee and organization information in the team structure.

  • Status

    You can enable team status using the Specify Parameters function.