System Statuses in Work Breakdown Structures 

The active system status determines which business transactions you can perform with work breakdown structures and WBS elements. System statuses are passed from the project definition to the WBS elements and from the WBS elements to the subordinate WBS elements. The system statuses Locked and Final billing are exceptions to this.

You can cancel certain statuses, for instance Technically completed, Closed and Deletion Flag. When you do so, the previous status is set. You cancel system statuses on by one, until you arrive at a status that cannot be canceled. You cannot cancel system statuses that are set automatically (in the background by the system), for example Partially released.

If you cancel the statuses Technically completed or Closed, the system automatically cancels this status in the superior WBS element. However, the system does not cancel the status in subordinate WBS elements.

The Deletion Flag status is not set automatically in superior WBS elements.

Created (CRTD)

Use

This is the initial system status for new WBS elements. In this status you structure the project and plan dates, costs and revenues. The system sets this status automatically, when you create a new WBS element.

Prerequisites

The project and, if applicable, the superior WBS element must have Created status.

Features

In Created status, you can create new WBS elements and change the work breakdown structure.

The status

Released (REL)

Use

In this status you can assign costs and revenues to WBS elements.

Prerequisites

The Created status is set.

Features

In Released status you can create new WBS elements and change the project hierarchy. The status is passed on to subordinate WBS elements.

The status allows

You cannot change the status from Released to Created, as actual values from, for instance, purchase orders or confirmations may have been posted

Technically completed (TECO)

Use

You use this status for WBS elements that are completed from a technical point of view, but where you still expect costs to accrue.

Prerequisites

The Created or Released status must have been set. The completion indicator must be set for transfer price agreements.

Features

In status Technically completed, you can create new subordinate WBS elements (with a warning). The status is passed on to subordinate WBS elements.

The status allows

You can cancel the Technically completed status. In this case the system sets the Released status.

You can prevent the Technically completed status from being canceled. Create a user status that prohibits the Revoke technical completion business transaction.

Closed (CLSD)

Use

You use this status for a work breakdown structure or WBS element that has been completed from both a logistic and an accounting point of view.

Prerequisites

You can only set the Closed status, if:

Features

In the Closed status you can no longer make any changes to the project hierarchy. The status is passed on to subordinate WBS elements.

The status allows

The status prohibits

The status deactivates assets in construction that are assigned to the WBS element.

You can cancel the Closed status. In this case the system sets the Technically completed status.

Deletion flag (DLFL)

Use

The Deletion flag status designates work breakdown structures or WBS elements that have been flagged for deletion. This means that the objects are deleted logically, but not physically.

Prerequisites

You can set the Deletion flag if

If you set the Must not be settled indicator in the settlement profile in Customizing for Product Cost Controlling, you can still set the Deletion flag status even if the actual costs are not balanced.

Features

The status is passed on to subordinate WBS elements. It prohibits all business transactions.

The status

As long you have not set a deletion indicator, you can cancel the Deletion flag status.

See also:

Archiving Operative Project Structures (PS-ST-OPR)

Final Billing (FNBL)

Use

With this status you can prevent further billing for this WBS element. However, you can still post costs (for instance, due to warranty claims).

You can set the Final Billing status in addition to every other status except Deletion flag. The Final Billing status is not passed on to subordinate WBS elements.

Prerequisites

The WBS element is a billing element.

Features

The status prohibits

You can cancel the status.

Locked

Use

You can either lock individual business transactions or all the data in a work breakdown structure or WBS element. You can set the following statuses:

You can set these statuses in addition to every other status except Deletion flag. The statuses are not passed on to subordinate WBS elements.

Features

The Master data locked (MDLK) status prohibits

You can cancel these statuses.