Creating a New Planning Form 

Use

To calculate the costs of getting your team ready for the job you create a planning form. Such costs depend on the planned consultant hours. To ensure you are adequately resourced, you specify that for more than 100 consultant hours external employees are to be used for the work. The additional costs incurred are also to be included in the cost estimate.

You assign characteristics to the planning form. You specify in the derivation rules (template):

Procedure

  1. Call up the transaction as follows:
    2.

    Menu path

    Via the project system:

    Logistics ® Project System ® Basic Data ® Templates ® Models for Easy Cost Planning.

    Via Product Cost Planning:

    Accounting ® Controlling ® Product Cost Controlling ® Product Cost Planning ® Easy Cost Planning & Execution Services ® Edit Ad Hoc Cost Estimate.

    Transaction code

    CKCM

  2. Enter controlling area 1000 as necessary and choose .

    3. The screen Easy Cost Planning: Model appears. The left-hand side contains the Worklists. The right-hand side of the screen is the work area for planning form maintenance.

  3. Choose in the work area.

    4. The dialog box Create Model appears.

  4. Enter the following data:
    5.

    Field

    Data

    Costing Model

    ZXXX

    (where XXX stands for any three figure number)

    Name

    XXX IT: team preparation

  5. Choose .

The system displays the various steps in model maintenance in the work area. You choose the process step Assign characteristics to the model.

In the lower work area you will see the list for maintaining characteristics.

Assigning Characteristics

  1. Enter the following data:
    2.

    Field

    Data

    Characteristic Name

    PS_PERS_HOURS

  2. Choose .

Because the characteristic has already been maintained, the system transfers the characteristic data.

Creating Characteristics

  1. Enter the following data:
    2.

    Field

    Data

    Characteristic Name

    Z_XXX_Zusatz

  2. Choose .
  3. Choose Yes.

    4. Because the characteristic has not yet been maintained in the system, the characteristics maintenance screen appears.

  4. In the Basic data tab page, enter the following data:
    5.

    Field

    Data

    Description

    Additional costs (Euro)

    Format:

    Data Type

     

    Numeric format

    No of Chars

    8

    Decimal places

    2

  5. Choose .

You return to the screen Easy Cost Planning: Model.

Defining Derivation Rules

  1. Click on the node Define the derivation rules (template).

    2. The dialog box Selection of Reference Object appears. Select the reference object All objects. The planning form can be used for projects, internal orders, investment measures and ad hoc cost estimates.

  2. Choose .

    3. The Create Template screen appears.

  3. In the first row, enter the following data:
    4.

    Field

    Data

    Type

    Cost Center/Activity Type (use poss. entries)

    Name

    Internal Consulting Hours

    Object

    Using possible entries:

    Cost Center: 4120
    Activity Type: 1412
    Name DV Service

    Select by double-clicking on the entry in the results list for the year 2000

    Quantity

    PS_PERS_HOURS

  4. In the second row enter the following data:
    5.

    Field

    Data

    Type

    Variable Item (use poss. entries)

    Name

    Additional Costs

    Object

    Using possible entries:

    Cost Element: 466000

    Quantity

    1

    Activation

    Active (use poss. entries)

    Price

    Z_XXX_ZUSATZ

  5. In the third row, enter the following data:
    6.

    Field

    Data

    Type

    Costing Model (use poss. entries)

    Name

    IT: With External Consultants

    Object

    Using possible entries:

    Costing Model: ZPS004

    The variable costs are included in the cost estimate in every case.

  6. Choose .

Setting Conditions

  1. Double-click on the Activation column in the row Internal consulting hours

    2. You access the method editor in which you specify the conditions for including an item in the cost estimate.

  2. Choose Insert condition.

    3. The Create Template Z_XXX. screen appears.

  3. Enter the following data:
    4.

    Field

    Data

    Comparison operand 1

    PS_PERS_HOURS

    Comparison

    £ Less

    Comparison operand 2

    100

  4. Choose Confirm.
  5. Choose .
  6. Double-click in the row IT: With External Consultants in the column Activation, and then choose Insert condition in the method editor.
  7. Enter the following data:
    8.

    Field

    Data

    Comparison operand 1

    PS_PERS_HOURS

    Comparison

    > Greater

    Comparison operand 2

    100

  8. Choose Confirm.
  9. Choose .
  10. To save the derivation rules, choose .
  11. Choose .
  12. To save the planning form, choose .