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Purpose

The EIS (Executive Information System) is the information system for management. It is suitable for collecting and evaluating data from different functional areas in your business in one uniform view.

You can use EIS to evaluate accounting key figures (such as costs, revenues, budget, and payments) together with logistics key figures (work, dates, duration, and so on) summarized by master data characteristics from the summarization inheritance run, using master data fields.

See Executing the Inheritance Run.

Prerequisites

Your projects must take part in the project summarization using master data fields.

You must do the following in the EIS and Project System IMGs:

Process Flow

  1. Execute the inheritance run by choosing Tools ® Summarization ® Inheritance in the project information system menu.
  2. Go to the application menu for the Project System or EIS and access the data transfer or data procurement. In the Project System, you access the data transfer in the project information system menu by choosing Tools ® Transfer Data to EIS.

    3. Note

    The data transfer takes place per controlling area - meaning that the system only transfers data from projects being executed in the specified controlling area. You set the controlling area in the Project Information System menu by choosing Environment ® Set controlling area.

  3. The system selects the Project System transaction data which matches the selection criteria and the master data fields from the summarization run already carried out.
  4. The system fills the generated transfer structures PSGENACC and PSGENLOG.
  5. The system uses PSGENACC or PSGENLOG to send the project key figures determined to EIS.

Note

Both the Project System and EIS include customer enhancements for the data transfer. For more information, refer to the Project System IMG.

Result

The project key figures and master data fields transferred are now available for evaluation in EIS. For example, you can use formulas to define additional key figures and evaluate the data using reports defined in EIS.

For more information on EIS, read the Structure link Implementation Information and Enterprise Planning documentation.

 

 

 

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