Transferring the Project Estimator Scope 

Purpose

The project manager can transfer the project scope from the Project Estimator (PE) to the Q&Adb. The Project Estimator is an internal SAP tool, that you can use to assess and calculate the resources you require in all phases of your implementation project. On the basis of the project scope you have already set, you can calculate internal and external resource requirements and decide how you will allocate these resources to project roles.

Prerequisites

You have set the project scope in the Project Estimator and saved it as a Microsoft Excel file.

Process Flow

The Project Estimator is used primarily during the pre-sales phase and the first Roadmap phase (Project Preparation). To transfer the project scope from the Project Estimator to the Q&Adb:

  1. Select Administration ® Transfer scope settings ® From scope document.
  2. Set the indicator Transfer additional scope to transfer the PE scope to the Q&Adb. This means that lower-level structure items can also be set in scope.
  3. Select Continue.
  4. Select the corresponding Microsoft Excel file and open the document.
    This transfers the PE scope to the Q&Adb.

It is possible to transfer the project scope from the Project Estimator, even after you have started working with the Q&Adb. You can transfer additional updated PE scopes to the Q&Adb as often as required. This allows you to transfer additional structure items from the SAP Reference Structure to the project scope, if required. Structure items in the SAP Reference Structure that you have set in scope, remain in the project scope, even when they have not been set in scope in the Project Estimator.

  1. To revert to the previous scope from Project Estimator, select Undo previous import. This has no effect on the project scope you have selected for the Q&Adb.