Controlling

The integration of Controlling allows you to monitor the costs and revenues in your project and to periodically activate the demand as work in process.

Features

Two different controlling variants are available:

In single-object controlling for internal orders (see Single-Object Controlling for Internal Orders) all costs and revenues for a project are collected in one or more internal orders.
In multilevel controlling (see Multilevel Controlling) all costs and revenues for a project are collected in one or more WBS elements.

The project is transferred to SAP ECC for this. If you use an automatic controlling method, a PS project with WBS elements or an internal order is automatically created for your project in SAP ECC. If you use a manual controlling method, you have to assign the internal orders or WBS elements yourself.

The transfer type specified in Customizing for Project Management under Start of the navigation path Connection to External Systems Next navigation step Accounting Integration Activate Integration End of the navigation path dictates when the transfer will take place. It can take place:

Automatically when you save the project
Once you have set the status Flagged for Transfer or To Assign and saved the project
Once you have released the project and saved it

In the first transfer, the project is transferred once in its entirety and costing is performed (again) (see below). Once the transfer has taken place and account assignments exist for the project elements, you cannot delete these transferred project elements. The controlling method that was used determines which project elements are transferred.

Each time a change is made to the project definition, tasks or roles, and resources, the project is transferred again when you save and costing is performed again. This causes the costing and the planned costs to be updated. If an automatic method was used, the account assignment objects are also updated if you made changes to the projects elements they are based on in Project Management or to the assignment.

Costing

In the transfer, the system performs costing for the tasks and role assignments (for a task-based method) or for roles and staffings (for a role-based method) and saves the costing in the account assignment object in SAP ECC. From a cost accounting point of view, the transfer is an activity allocation from the Project Management project (sender) to the account assignment object (recipient).

For more information about costing, see General Information About Accounting Integration.

You can call the controlling cockpit (see Controlling Cockpit) in SAP ECC. Here you can find error messages that affect the transfer to Controlling.