Project Planning
Project planning is used to plan the costs associated with a project or program. A work breakdown structure (WBS) is used to capture the project activities. The WBS consists of WBS elements that describe the tasks to be completed as part of the project. For each WBS element, you can enter the costs and activities that you expect to occur during your project.
Prerequisites
You have installed SAP NetWeaver Business Client software.
You have made the settings in Customizing for Controlling
under 
General Controlling
Roles for NetWeaver Business Client
.
You have access to the following roles:
Project Planner and Estimator
(SAP_CO_PROJECT_PLANNER
)Internal Controller
(SAP_CO_INTERNAL_CONTROLLER
)
You have enabled the following:
Web Dynpro Application Configurations
The application component Cost Estimation on Projects (FCOM_ECP_OVP) is required for cost estimation.
The following application configurations are required for overall planning:
Overall Planning (Basic) (FCOM_IP_PROJ_OVERALL01)
Overall Planning (Additional Features) (FCOM_IP_PROJ_OVERALL02)
The following application configurations are required for cost element planning:
Cost Element Planning (Basic)
(FCOM_IP_PROJ_COSTELEM01
)Cost Element Planning (Additional Features)
(FCOM_IP_PROJ_COSTELEM02
)Top Down Cost Element Group Planning
(FCOM_IP_PROJ_COSTELEM03
)Cost Element Planning (Multiple Currencies)
(FCOM_IP_PROJ_COSTELEM04
)
The following application configurations are required for activity input planning:
Activity Input Planning (Basic)
(FCOM_IP_PROJ_ACTINPUT01
)Secondary Order Cost Planning (Basic)
(FCOM_IP_PROJ_ACTINPUT03
)
Queries
You can remove or copy and extend the delivered queries to suit your requirements.
The following queries are required for overall planning:
Projects: Overview Plan
(/ERP/COOM_A01_IRQ0001
)Projects: Overview Chart
(/ERP/COOM_A01_Q0001
)Projects: Overview Chart
(/ERP/COOM_A01_Q0002
)Projects: Year Plan
(/ERP/COOM_A02_IRQ0001
)Project: Year Plan
(/ERP/COOM_A02_IRQ0002
)Projects: Year Chart
(/ERP/COOM_A02_Q0001
)Projects: Year Analysis
(/ERP/COOM_A02_Q0002
)Projects: Year Chart
(/ERP/COOM_A02_Q0003
)
The following queries are required for cost element planning:
Project Primary Cost Element Planning by Fiscal Year (Advanced)
(/ERP/COOM_A06_IRQ0001
)Project Revenue Element Planning by Fiscal Year (Advanced)
(/ERP/COOM_A06_IRQ0002
)Project Secondary Cost Element Planning by Year
(/ERP/COOM_A06_IRQ0003
)Project Top-Down Primary Cost Element Planning by Year
(/ERP/COOM_A06_IRQ0004
)Project Cost Element Planning by Fiscal Year (Multiple Cost Elements)
(/ERP/COOM_A06_IRQ0009
)Project Primary Cost Element Planning by Fiscal Year Simple
(/ERP/COOM_A06_IRQ0011
)Project Revenue Element Planning by Fiscal Year Simple
(/ERP/COOM_A06_IRQ0012
)Project Primary Cost Element Planning by Periods Advanced
(/ERP/COOM_A07_IRQ0001
)Project Revenue Element Planning by Periods Advanced
(/ERP/COOM_A07_IRQ0002
)Project Secondary Cost Element Planning by Periods
(/ERP/COOM_A07_IRQ0003
)Project Top-Down Primary Cost Element Planning
(/ERP/COOM_A07_IRQ0004
)Project Cost Element Planning by Periods (Multiple Cost Elements)
(/ERP/COOM_A07_IRQ0009
)Project Primary Cost Element Planning by Periods Simple
(/ERP/COOM_A07_IRQ0011
)Project Revenue Element Planning by Periods Simple
(/ERP/COOM_A07_IRQ0012
)
The following queries are required for activity input and secondary order cost planning:
Project: Activity Input Planning on Years
(/ERP/COOM_A08_IRQ0001
)Project: Activity Input Planning on Periods
(/ERP/COOM_A09_IRQ0001
)Project: Secondary Order Cost Planning on Years
(/ERP/COOM_A10_IRQ0001
)Project: Secondary Order Cost Planning on Periods
(/ERP/COOM_A11_IRQ0001
)
The following queries are required for reporting on the plan data with respect to reference data:
Project Cost Element Actual/Planning Comparison Costs/Revenue
(/ERP/COOM_A07_Q0001
)Project Cost Element Actual/Planning Comparison
(/ERP/COOM_A07_Q0002
)Project Cost Element Actual/Planning Comparison Costs
(/ERP/COOM_A07_Q0003
)Project: Activity Input Planning Actual Comparison
(/ERP/COOM_A09_Q0001
)Project: Secondary Order Cost Planning Actual Comparison
(/ERP/COOM_A11_Q0001
)
Features
Planning Methods
The WBS includes various planning methods, for example, overall planning, cost estimation, or cost element planning. You can use these methods alternatively or together. The methods you use for planning depends on the state of the project and the degree of detail you need. For example, you can use cost element planning for particular partial tasks and use cost-element-independent overall planning to estimate the costs for the rest.
Overall Planning
Overall planning is the simplest type of cost planning. You enter the planned values hierarchically, and they are displayed in the same way. If you use bottom-up planning, you enter the planned values in the lower planning elements, and the system then totals them up. If you use top-down planning, the planned values are distributed manually from the higher planning elements to the lower ones.
As more information becomes available as planning progresses, overall planning can act as a starting point for a more detailed planning method such as cost element planning.
Cost Element Planning
You can use cost element planning when you have detailed information available, normally at a more advanced stage of a project. You can plan primary costs, revenues, activity inputs, and statistical key figures on a cost element basis. For more information, see Cost Element Planning and Activity Input Planning (Detailed Planning).
In addition to planning by cost element, you can plan costs at cost element group level and have the system break these costs down to the relevant cost elements.
Activity Input Planning
Alongside the primary costs (the purchased materials and contract work) that are required to complete a project, you can use activity input to plan the work required to complete a project. Activity input planning involves planning quantities for secondary cost elements in a project that uses activities from a sender cost center.
Cost Estimation
With cost estimation you plan costs based on quantities and characteristics. You can create quantity structures based on the project structure to calculate costs. For more information, see Cost Estimation.
Plan Integration
Within the framework of integrated project planning, you can settle plan data or business processes, and pass them on to profit centers and the general ledger.
Plan integration in projects is the same as plan integration in internal orders. For more information, see Integrated Planning for Internal Orders.
Plan-Integrated Projects
Plan-integrated projects offer integrated planning of cost elements and activity inputs with cost centers and business processes in one plan version. The system updates allocations directly in the cost center or business process.
Non-Plan-Integrated Projects
In projects that are not plan-integrated, you plan costs and activities locally. No planning takes place in the cost centers or business processes.
CO Versions
As a project progresses though the planning and execution phases, the information available for cost planning changes. For this reason, you often need to create several plan versions. These plan versions are known as CO versions and you can create as many CO versions as you need. You can use these multiple CO versions to compare alternative plans. For more information, see Plan Versions.
Budget Management
When you complete cost planning and your plan is approved, you can use budget management to manage the approved cost framework for a project. If changes are required during a project, you can create a change request to change or transfer budget. For more information, see Budget Management for Projects.
Investment Management
If you assign projects to an investment program, when you finish the detailed planning you can roll up the values captured on the assigned orders and projects.
The investment program and the appropriation request are objects that originate in the Investment Management (IM) component. In order to represent the measure, the IM component uses internal orders from Overhead Cost Controlling - Overhead Orders (CO-OM-OPA) and Plant Maintenance (PM), as well as WBS elements from the Project System (PS). For more information, see Investment Management (Overview).