Plan Resources (SAP Library - Project System (PS))

Plan Resources

Use

In this section, you work with the project planning board.

The planning board is of central importance to the Project System. You can use the graphical interface to create, process, and evaluate all the data for a project, such as:

Create and process project definitions, WBS elements, activities, milestones, and relationships
Process dates and resources (work, material, and so on)

Maintain progress analysis data

Determine and display costs

Carry out capacity leveling

Access the information system and other reports

Procedure

Call up the transaction as follows:

Menu Path	Logistics ® Project System ® Project ® Project Planning Board ® Display Project
Transaction Code	CJ2C

Enter the following data:

Field	Data
Project definition	E-# # # #
Plan.board prf	Elevators
w. activities	Select

Choose

Open project.

In the project planning board, you see an overview of the whole project.

The project planning board consists of two areas - a table and a Gannt chart.

In the table area, you can maintain detailed information on activities, WBS elements, and milestones. You can change the table setup as your project progresses.

You can use the Gantt chart area to change dates in activities, WBS elements, and milestones, and to link activities with each other in relationships.

Choose

The Legend dialog box shows a list of the graphical elements used in the planning board, and explains what they mean.

Close the dialog box.

Use

You plan and later confirm the activities to be perfomed internally in "internally processed activities" in your project.

The following data, among other things, has been maintained in the internally processed activities for the project, in respect of costing, scheduling, and capacity planning.

The work center performing activity

The work center contains data, such as the operating time or cost center, that concern the functions named directly or indirectly.

Work and activity type

Here, you plan the amount of work and, using the activity type, the type of work (for example: design work in hours). The system copies the activity type from the work center to the activity as a default value.

Normal duration

The value entered for the normal duration required to carry out an activity acts as a scheduling parameter.

Procedure

In the planning board display, select the activities Layout and Acceptance from customer.

To select more than one field, press the Control key while selecting the check boxes.

Choose

In the dialog box, choose the Internal tab page.

The dialog box shows the work center, work, and duration for the activity. This data is used to calculate, among other things, the capacity requirement.

Choose

to proceed to the screen for the next activity.

Choose

Services

Technical acceptance of the elevator is performed by an external company.

Planning for this acceptance takes place in activity 2000 where service specifications are defined.

The service specification divides the acceptance into the individual services to be performed. Larger service specifications can themselves be divided into groups and subgroups

Service masters are created for the individual services in the acceptance. These contain detailed data, such as a description and a price.

Each item in the specification references a service master, by way of the activity number.

Activity 2000, Certification, is assigned to the top WBS element, Elevator.

Procedure

Select the activity Certification.

Choose

In the dialog box, choose the Extnl tab page.

Choose

Service.

You see the service specification for acceptance, which is divided into three levels.

Select the lowest level (level 3) and choose

as required.

You see the service specification, showing the services planned in this level.

In service specification, choose

The total value in a grouping levels is calculated by adding together the prices for all the services planned in this level and the levels subordinate to it.

Choose

twice.

To return to the project planning board, choose

Material

The material requirement for the project is determined automatically, on the basis of the characteristic valuation (variant configuration) in the sales order. The required material components were automatically copied to the network from BOM E-1000, using evaluation of the dependencies defined there. Sizes were also calculated automatically.

Procedure

In project planning board screen, select activity 1020 Preprocurement of critical parts.

Choose

The lower part of the screen shows the component overview. Only one material requirement is planned: E-1700 Cable for Elevator.

Double click item E-1700.

The dialog box shows the purchasing data for material E-1700, including the following information:

The material managed under project stock in the procurement parameters. WBS element E-xxxx-2-2 "Cabin" is the requirements element.
The top part of the shows the information "Prel.purchase Requisition for WBS Element". The activity has not triggered a requirement (reservation). Procurement of the cable covers the requirement for activity 1120 "Cabin Procurement", which has not yet been released.
The system has adopted the earliest start date in the activity as the requirement date for the material.

Choose the proc. param. tab page.

As the material has item category L (stock), it is managed as part of project stock.

Choose the Purch. Data tab page.

A purchase requisition already exists. When final confirmation was entered for the "Customer Acceptance" activity, the activity "Advance Procurement of Critical Components" was released automatically, thereby triggering a purchase requisition. The purchase requisition number appears in the P.Req. field.

Choose Pur.Req.

You see the purchase requisition. When activity 1020 is released, purchasing can process the purchase requisition and convert it into a purchase order.

Choose .
Make a note of the purchase requisition number
Choose .
Choose until the overview tree appears.