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Use

You use the function to:

Progress determination provides you with the key figures you need for this:

The POC describes the ratio of the services rendered up to a particular date to the total work to be done in an activity or project.

The system distinguishes between three different uses:

The values are displayed per object.

The system shows the values aggregated according to the project hierarchy.

The system determines the aggregated POC for the billing element. In carrying out the aggregation, it takes account of the project elements subordinate to the billing element in the billing structure.

The POCs are recorded under statistical key figures. You assign the statistical key figures to value categories so that the system can display them.

You create the value categories for the POCs by choosing Project System ® Costs ® Value Categories ® Maintain Value Categories.

To assign them to value categories, choose Project System ® Progress ® Assign Statistical Key Figures to Value Categories.

Choose Project System ® Information System ® Cost/Revenues Information System ® Project Info Database ® Check Consistency of Value Category Assignment.

The earned value consists of the costs corresponding to the POC for an activity or project.

The earned value is calculated by multiplying the POC by the overall planned costs. "Overall planned costs" is a synonym here for accumulated planned costs and the budget.

You can use the POC as the basis for results analysis.

Note

You can use the POC as the basis for results analysis. The basis for results analysis is the percentage of completion from the progress determination. According to German law, this method can be used for internal purposes only.

See Structure linkResults Analysis Methods and Structure linkPOC Method Using Progress Version (07) .

Prerequisites

A progress version must be defined in the Project System IMG. This is the means of stipulating the most important control factors for the progress calculation, such as:

The POC calculation requires a measurement method : You can:

If you work with statistical key figures, you must also make the following settings the Project System IMG:

Note

You assign the statistical key figures to value categories so that the system can display them.

For more information on the assignment, see Values in Progress Analysis.

You define cost elements for cost elements groups and stipulate the default cost element.

For more information, go to the Implementation Guide of the Project System and choose Progress ® Progress Analysis ® Maintain Assignment of Cost Element Group.

Features

Calculating the POC

The system uses measurement methods to determine planned and actual POCs for the following project components:

How the Calculation is Carried Out

The system uses a base, such as overall costs, and the POC to calculate actual and planned figures for the earned value (EV).

BCWS = Planned POC * overall costs

BCWP = Actual POC * overall costs

The following uses "POC" and "actual POC" synonymously.

You define the base in the progress version in the Project System IMG. Possible bases include:

Note

If you use planned costs as the base and determine the POC at activity level, the networks in question must be activity-assigned.

In the case of the planned costs, the planned costs accumulated by period are taken into account. However, the costs planned in hierarchy planning for the WBS element are not.

If you use the budget as the base, you can only evaluate the earned value in WBS elements.

Example

You have agreed a budget with an ordering party. The earned value is to be determined with reference to this budget. Choose the agreed budget as the base.

You want to analyze the earned value with reference to your best and worst-case scenario planning. Choose the respective CO plan versions as the earned value reference factor.

You want to analyze the expected earned value taking account of the change in the cost situation caused by changes to planning. Choose the planned costs from the forecast version as the earned value base. The earned value thus determined reflects the forecast value for services to be rendered up to completion of the project.

See Structure linkProject Cost Forecast .

The earned value is rolled up in the project hierarchy. The earned value is NOT recalculated in a higher hierarchy level.

Taking Account of the Planning Type or Set of Dates

Delays usually result in cost variances. You can use different sets of dates or planning types when determining the planned earned value. In progress version customizing, you stipulate which planning type or set of dates the system should use for the calculation:

Weighting

The POC of a project is arrived at by summarizing the POCs of the individual objects in line with the project hierarchy. You weight the POCs of the individual objects in order to represent the proportion of work package to the overall activity. You define the basis for the weighting in progress version customizing: example - Work. Inaccuracies at individual object level are ironed out in the aggregated display.

Example

You want to analyze the progress of the internal activities only in your project. You stipulate the Manual weighting basis when you configure the progress version. In addition, you stipulate weighting factor 1 for internal activities and 0 for external activities.

Only the progress for internal activities is included in the POC aggregation. The effect of this is that external activity progress is not included in the calculation of project progress.

The system records the aggregated and non-aggregated values separately in the statistical key figures provided.

For more information, see the Implementation Guide of the Project System under Progress ® Progress Analysis ® Define Statistical Key Figure for Percentage of Completion.

In the information system you can analyze the aggregate and non-aggregated POCs per object together.

Note

The system shows the values aggregated according to the project hierarchy. Changes to the hierarchy or a different view lead to the aggregated values’ being displayed incorrectly in the evaluation. If your project hierarchy changes, run progress analysis again.

The earned value in the aggregated display is totaled up using the project hierarchy, independently of the POC aggregation.

Recording the POC for Results Analysis

Only the POC from the billing element is relevant to results analysis. The system records the aggregate POC for the billing element under the statistical key figure with the usage POC for results analysis. The aggregation takes account of the objects from the billing structure only.

This graphic is explained in the accompanying text

Correction Due to Changes in Plan

The POC and earned value are determined on the basis of information currently available in the system. If the plan is changed while the project is in progress, this affects the values in the progress calculation.

Example

Changes in the plan lead to higher overall plan costs. If the POC does not change, the earned value increases.

You determine the POC in proportion to the quantity of finished documents. If the number of planned documents increases because of additional requirements being made of your project, the POC falls accordingly.

The person responsible for the project needs to analyze the effects of these changes on earlier periods. At the same time, there must not be any resulting inconsistencies with reports already made to the ordering party.

In the Project System you can arrive at a consistent assessment of the project by analyzing both the original values and the adjusted values. Correction postings arise only for the actual POC or earned value relating to past periods.

See Example: Correction Postings.

Evaluation at Cost Element Level

In some cases, you will find it useful to analyze cost and schedule variances at cost element level. This means that you can, for example, analyze the earned value in an activity separately according to work and material.

The system first determines the POC under the original cost element. The system then updates the determined values in summary under the cost element stipulated in customizing.

For more information, go to the Implementation Guide of the Project System and choose Progress ® Progress Analysis ® Maintain Assignment of Cost Element Group.

Activities

See Calculating Your Project’s Progress.

All the current values, values from past periods, and the plan values from future periods can be analyzed at any time, either in graphics or flexible lists. In the same way, you can evaluate the earned values corrected to reflect changes in the plan together with the original values.

A number of standard reports are available. However, you can define reports of your own.

See Evaluating Project Progress .

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