Creating a Project with Template 

Use

The organizational structure of the project results from the use of the work breakdown structure (WBS). You have already created a standard template during the initial system implementation phase, which you can use when you create the project using the Project Builder. The project is structured only by using WBS elements.

The Project Builder offers you a simple introduction to using the Project System and integrates all of the specific functions required to process the project. Not only can you maintain all of the data for a project structure in the Project Builder, you can also carry out Easy Cost Planning and trigger the Execution Services.

You can find a detailed description of the functions in the standard documentation for the Project System via Structures ® Project Builder.

Project Builder

The following graphic shows you the structure of the project "Nellos". The later cost planning is carried out for those WBS elements indicated as a planning element (P).

Prerequisites

You have maintained the standard project I/0002 in your system.

Procedure

  1. Call up the transaction as follows:
    2.

    Menu path

    Accounting ® Project System ® Project ® Project Builder

    Transaction code

    CJ20N

    On first accessing the Project Builder a dialog window appears giving you information about the subsequent user-specific settings that need to be made.

  2. To maintain user-specific settings, choose in the dialog box.

    3. The dialog box Project Builder: User-specific options appears. Here you can specify both the general settings and also which project elements you will need as templates, for example Standard templates.

    You can change the user-defined settings at any time by choosing Settings ® Options.

  3. If you want to preview the last project you edited in the screen area Structure tree, select Preview last project and choose .

    4. You access the Project Builder. The screen is divided into three areas: In the top left area you are given an overview of the structure of the project you have created (in the following structure tree). Beneath this is the worklist and template area. The actual work area is on the right side of the screen.

  4. Choose in the screen area Structure Tree ® Copy Project.
  5. Enter the following data:
    6.

    Field

    Data

    Project definition

    I/00XX

    (where XX stands for any two figure number)

    Project profile

    Cost projects

    Std. proj. def.

    I/0002

  6. Choose .

    7. The system creates the project and displays the structure in the screen area Structure tree. In the work area the system opens the detail screen for the project definition.

  7. Under Identification and view selection in the work area add the project number I/00XX to the entry Nellos system implementation.
  8. In the Basic data tab page, enter the following data:
    9.

    Field

    Data

    Start date

    (The current date)

    Finish date

    The current date + 3 Months

  9. In the structure tree click on the WBS element Concept and Organization

    10. The system displays the detail screen in the work area. The WBS element is flagged as a planning element and an account assignment element (operative indicators).

  10. Choose and select Yes for the warning message displayed.

Result

The system creates the project. In the Project Builder you can find the project in the screen area Worklist under Last projects processed. In the following you plan the costs.

Planning Costs using Easy Cost Planning