Automatic Creation of the Controlling
Structure
Use
You use this function to automatically create a project in the Project System (PS project) from a project in cProjects. The system creates a work breakdown structure element (WBS element) for each cProjects project element (apart from checklists and checklist items) and assigns the elements to one another. The structure of the PS project matches the structure of the cProjects project.
Features
Creating Account Assignment Elements
The system creates the controlling structure automatically once the project data has been transferred to the Project System. No information relevant to project management, such as dates, duration, or required capacity is transferred to the WBS elements. The required capacity is determined by costing.
The system creates a PS project definition and the top WBS element for the project definition in cProjects. Therefore, the top WBS element does not have a project element number from cProjects assigned to it.
The system creates WBS elements for the project elements phase and task up to the level specified in the controlling level parameter in Customizing. The relationship between the predecessor and the successor in the hierarchy of the project elements remains during the transfer from cProjects to the PS project. The order of the project elements from left to right is not kept during the transfer.
The relationship between a project definition and a phase is a predecessor-successor relationship in this function. The relationship between a phase and the task below it is also a predecessor-successor relationship. The relationship between two phases is a left-to-right relationship.
The system uses the project element numbers as the name of the WBS elements. All WBS elements are relevant to account assignment, apart from those that were created from phases.
Rules for Assigning Names
● Task-based controlling
○ Project definition
In cProjects, the system displays the external project ID on the Structure → Basic Data tab page in the Number field. The system uses this external project ID as the name of the PS project definition. You can only use any external project ID once in cProjects.
○ Phase
In cProjects, the system proposes the internal ID for the external ID on the Structure → Basic Data tab page in the Number Initial field. If you have changed the external ID, the internal ID is no longer visible on the cProjects interface.
The system uses the internal ID of the phase as the name of the WBS element. The internal ID is a unique key for all projects.
○ Task
In cProjects, the system displays the external ID of the task on the Structure → Basic Data tab page in the Number field.
● Role-based controlling
○ Project definition
In cProjects, the system displays the external project ID on the Structure → Basic Data tab page in the Number field. The system uses this external project ID as the name of the PS project definition. You can only use any external project ID once in cProjects.
○ Role
In cProjects, the system displays the project role ID on the Resources → General tab page. The system uses this ID as the name of the WBS element.
We recommend that you use a unique name for all projects and that when naming PS projects, you make sure that the rules for the project definition do not conflict with the derived names.
You can use a name of a PS project or WBS element only once. The account assignment manager does not support the deletion of PS projects or WBS elements. For more information, see SAP Note 923205.
Once the transfer to the Project System has taken place, it is no longer possible to change the project element number in cProjects.
Working with Existing Assignments
● If you add project elements once the structure has been transferred, the system also creates account assignment elements for these project elements.
● You use the pushbutton Switch to Manual Assignment before the project is released to switch to manual mode for making changes to the assignments. The same conditions apply to this project as to a project you created with a project type to which a manual controlling method has been assigned. If this project had the status Flagged for Transfer, the status is automatically changed to To Assign. However, note that you cannot switch back to an automatic controlling method.
● By clicking a WBS element, you can display details about the element or you can edit the element using one of the services offered.
See also:
Manual Creation of the Controlling Structure