Replacement by a Measure for Implementation

Purpose

When an appropriation request is ultimately approved, another system object, referred to as a measure, has to be created. The measure is required in order for you to continue to manage the investment in the system. You can create a measure for an appropriation request directly from master data maintenance for the appropriation request. Below are the system objects that can act as measures:

  • Internal orders or maintenance orders

  • WBS elements

Note Note

An appropriation request can have an unlimited number of measures. However, a measure can be related to only one appropriation request.

End of the note.

Prerequisites

The project profile or order type to be used can be entered in one of two places. Either you enter it in the appropriation request type in Customizing, or you enter it when you create the measure.

To generate maintenance orders from appropriation requests, you first have to specify a PM order type as relevant for investment measures. You make this setting in Customizing for Plant Maintenance and Customer Service. Choose Start of the navigation path Maintenance and Service Processing Next navigation step Maintenance and Service Orders Next navigation step Functions and Settings for Order Types Next navigation step Order Types and Investment Management Next navigation step Indicate Order Types for Investment Measures End of the navigation path . You then enter the PM order type in the appropriation request type or in the master data of an appropriation request.

Process Flow

The system stores the assignment of the appropriation request to the measure. You can display the mutual dependencies of the two objects in their master data.

Manually Editing the Assignment

You can edit the assignment between an appropriation request and a measure even after the measure has been created.

Number Assignment

You control number assignment for creating measures for the appropriation request in the appropriation request type. For more information see Number Assignment .

Copying of Master Data Information

When you create a measure for an appropriation request, the system copies certain master data information from the request to the measure. The master data copied is listed below:

  • Description

  • Planned implementation start date

  • Depreciation simulation data

  • Object currency

  • Controlling area

  • Company code

  • Company

  • Functional location

  • Plant

  • Business area

  • Profit center

  • Cost center

  • Scale

  • Environmental indicator

Caution Caution

Percentage distribution to several environmental indicators is not possible on the measure. The system assigns the measure the environmental indicator that has the largest percentage in the appropriation request.

End of the caution.

Create Project with Template

When creating projects from within appropriation requests, you can use operative or standard work breakdown structures as templates.

Caution Caution

Any networks assigned to the template are not copied.

End of the caution.

The data of the appropriation request is copied as follows:

Plan values and depreciation simulation data

First top WBS (work breakdown structure) element

Assignment to investment program

All top WBS elements (when measure is replaced)

Short and long text

All top WBS elements

Master Data

All WBS elements, if the data was maintained on the appropriation request. Otherwise the data of the reference is retained.

Copying of Assignment to Investment Program

The system automatically assigns the measure to the investment program position, to which the appropriation request was assigned.

Copying Plan Values

Along with the master data, the system copies planned costs from the appropriation request to the measure.

There are two ways in which the copying of plan values can be triggered:

  • Automatically, when the measure is created from within master data maintenance of the appropriation request

  • By choosing the Adopt plan values function on the Measures/assets tab page.

Which Variant Supplies the Plan Values to Be Copied?

An appropriation request can have several variants (refer to Appropriation Request Variants ). All variants have plan values, but only one can supply the plan values to the measure. There are two possible scenarios:

  • One variant has approved or for approval status.

In this case, the system automatically copies the plan values of this variant to the measure. (Only one variant can have either of these statuses.)

  • No variant has approved or for approval status.

In this case, the system displays a dialog box. You have to choose the variant to be used. (The dialog box displays all variants that have not been rejected.)

Copy to Which Plan Version?

Plan values of measures are managed in plan versions, which are universally valid (refer to Versions for Planning ). Appropriation request variants are also assigned to these plan versions. When you copy plan values to one of these plan versions, there are several possible situations that can occur:

  • The Replace with measure indicator is set in the Customizing definition of the appropriation request type. Then the system copies the plan values of the variant to the version to which the variant itself is assigned. (This does not apply to costed values, see below.) If the variant is assigned to several versions, the system displays a dialog box in which you can select from the assigned versions.

  • The Replace with measure indicator is not set in Customizing, or the variant is not assigned to any version. Then the system automatically transfers the plan values to version 0.

Copying Costed Values

Costed values (values from a cost estimate) can only be copied when you create a measure from within the appropriation request. It is not possible to copy the cost estimate at a later point in time. The system copies either the plan values or the cost estimate to the measure:

  • If a cost estimate is entered on the variant, the system copies this cost estimate to the measure. After that, no further copying of plan values is possible.

Note Note

The cost estimate is not copied to the measure unless you set the Copy cost estimate indicator in the appropriation request type. If this indicator is not set, you can make numerous cost estimates, and copy the plan values they supply as often as you wish.

End of the note.

  • If the cost estimate in the variant is structured hierarchically, you can select a subtree of the cost estimate for transfer, rather than the complete cost estimate. Each (sub)cost estimate can only be copied once to a measure.

Caution Caution

The entire cost estimate is locked after the transfer of the first cost estimate subtree, because the system may not be able to prevent multiple transfer of plan values if there are later changes to the structure. However, you can unlock the cost estimate manually.

End of the caution.

  • If there is no cost estimate entered on the variant, the system copies the plan values to the measure. After that, you can continue to copy plan values, but only as long as you do not enter a cost estimate for the variant.

The system calculate costs on the measure using the functions for revaluating the cost estimate. The system revaluates the cost estimate based on the Customizing settings for Easy Cost Planning of the measure. The overall values of the two cost estimates can differ due to differences in Customizing.

Copying Costed Values

The system determines the variant, from which plan values are copied into the measure, independently of whether or not a cost estimate exists (see above).

Cost Estimate and Plan Version

  • For internal orders, the system does not copy the cost estimate to a special plan version. This applies even if the appropriation request type specifies that the appropriation request is replaced by the measure.

  • For WBS elements, the system copies the cost estimate to plan version 0. However, you can define a separate plan version in Customizing for the Project System for Easy Cost Planning.