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Results Analysis for Projects in Release
3.0
Description
The enhancements in the Project System for Release 3.0 have led to the
following changes in
results analysis:
- Earned value analysis - new results analysis type
In the Project System, earned value analysis is
used for controlling progress internally and as an activity confirmation for
the customer. You can specify or determine a
percentage of completion for each WBS element, activity element
or activity. The Project System provides a number of measurement methods for
determining the percentage of completion, such as:
- secondary proportionality
In results analysis, you can define a valuation
method with the results analysis type
L (results analysis
using earned values) that carries out results analysis on the basis of the
earned values.
In Customizing for the Project System, you can
specify which fields are relevant for earned value analysis. When defining the
update rules in results analysis, you assign the line IDs to these
fields.
- Fixed prices in the project - new profit bases and project structure
indicators
The work breakdown structure can be broken down
into areas that have their own budget responsibility. Between two subprojects,
fixed prices can be agreed for rendering a service. The fixed price is entered
on the lower-level WBS element and automatically updated on the higher-level
WBS element.
You can carry out a results analysis for the
subprojects either individually or in total.
- Project structure indicator
Through the project structure indicator you
determine for each valuation method how the data for the subprojects is
summarized during results analysis.
If the indicator T is set, all
planned data and all actual data is summarized to the next external billing
element or account assignment element, that is, the planning data and the
actual data is summarized to the ordering billing element.
If the indicator P is set, all
planned data and actual data is summarized to the next external or internal
billing element or account assignment element, that is, the planning data and
the actual data is summarized to the ordering or supplying billing
element.
If the indicator U is set,
summarization is carried out as under T but the planned
values are always summarized from the bottom.
You use the profit basis to determine, for each
valuation method, which planned values are used to determine the profit
percentage rate. The fixed price agreement is taken into account in the profit
percentage rate when you choose the profit basis D (cost
element planning + fixed price) or U (manual profit
percentage rate + fixed price).
- Assignments of the WBS elements
The individual WBS elements of a project can be
assigned to different profit centers and company codes.
- Work in process for account assignment elements with different profit
centers
In Release 3.0 you can carry out results
analysis for account assignment elements to calculate work in process and to
pass it on to the corresponding profit center.
You can use the project structure indicator to
determine, for each valuation method, how the data is summarized for WIP
calculation. If you set the indicator P or T
, the planned data and actual data is summarized to the next WIP element (that
is, account assignment element for which the work in process is
calculated).
- Valuation across company codes
In Release 3.0, you can carry out a results
analysis for the overall project although certain WBS elements are assigned to
different company codes within the project structure. To do this, you set the
Cross company valuation indicator for the results
analysis version. The data calculated is purely informative and should not be
transferred to Financial Accounting.
The following changes in results analysis were also made for
engineer-to-order:
In engineer-to-order, you can carry out
structure-oriented planning in which the planned values for each WBS element
are roughly estimated. In results analysis, you can specify a profit
percentage rate for each valuation method. If you have chosen either the
profit basis
T or
U, the
calculated costs and the
calculated revenue are not calculated on the basis of the planned
values but on the basis of the percentage specified.
In engineer-to-order, you can define an
estimated results reserve to reserve a part of the results so far attained
where an unknown amount of follow-up costs is possible. To do this, you define
a revenue percentage for each valuation method. On the basis of the revenue
percentage and the planned revenue, the system determines which actual revenue
may be realized. You can either reserve a portion of the actual revenue with
every actual posting, or you can reserve the actual revenue that exceeds the
allowed revenue.
For each valuation method, you can determine how
results analysis is to be carried out when the actual values exceed the
planned values. If you set the indicator A or
B , the actual values replace the planned values as the basis for
results analysis. If you set the indicator C , the difference
between the actual costs and the planned costs is updated under a separate
line ID.
Change system parameters in customizing
In Customizing, the valuation methods and update were changed
correspondingly.
Define valuation methods
Define update