Import of Plan Data from Project System (PS)

With this function, you can import data from objects in Project System (PS), into a financial plan, for detailed planning of project resources, quantities, costs, revenues, and margins.

Note Note

Currently, this function only supports the import of quantities from objects such as WBS elements, and network activities.

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Prerequisites

You have made the necessary settings in the following activities, under Customizing for SAP Commercial Project Management Project Cost and Revenue Planning Import Data :
- Make Settings for Import Methods
- Make Settings for Import Strategies
You have assigned import strategies to plan scenarios in Customizing for SAP Commercial Project Management, under Project Cost and Revenue Planning Define Planning Scenarios .
Objects from Project System (PS) that are assigned to the master project structure contain quantities that you want to import.

Features

You can import data for the entire master project structure by selecting a plan version.
You can import data for a selected structure element in the master project structure.
You can import the following:
- Quantities from activity elements and network activities
- Quantities from material components in network activities
- Quantities from statistical key figures (SKFs) in network activities and WBS elements
  The imported quantity and the UoM for SKFs are displayed only in workbooks meant for quantity-based planning.
At the import strategy level, you can configure if the valuation of relevant structure elements needs to be carried out after import from SAP ERP to SAP Commercial Project Management. While importing quantity, the plan header dates are adjusted according to the start and finish dates of the Project System (PS) project elements relevant for the import.

Note
When the import is in process, the system locks the plan header screen.

End of the note.
You can simulate the import process and view a log of the results of simulation.
You can also view a log of results when the import process is completed.

Note Note

When you subsequently transfer planned data back to the objects, the system overwrites the original quantities in the corresponding object.

End of the note.

Import Methods

In the Customizing activity Make Settings for Import Methods, you make the following settings:

Define import methods, the object type from which you want to import data, and how the imported data is distributed across the period of the financial plan.
For each import method, define the parameters for importing data from the source object.
Decide the execution of import methods based on the status of a financial plan or a plan version.

Import Method	Technical Name	Description
Activity Element Quantity Import	0IMPORT_NWA_ELE_QTY	This method imports activity elements and corresponding quantities from a network activity.
Material Component Quantity Import	0IMPORT_NWA_MAT_COMP_QTY	This method imports materials and corresponding quantities from a network activity.
Network Activity Quantity Import	0IMPORT_NWA_QTY	This method imports quantities from a network activity.
Network Activity SKF Quantity Import	0IMPORT_NWA_SKF_QTY	This method imports SKFs and corresponding quantities from a network activity.
WBS SKF Quantity Import	0IMPORT_WBS_SKF_QTY	This method imports SKFs and corresponding quantities from a WBS element.

Import Strategies

In the Customizing activity Make Settings for Import Strategies, you form import strategies by assigning import methods and defining the sequence in which each method is processed.