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Function documentationMultilevel Controlling

 

This function enables you to manage all costs and revenues for a project using a work breakdown structure in the Project System (PS). In order to do this, you create a multilevel controlling structure out of WBS elements that serve as cost collectors. You can do this manually or automatically. You can create this structure independently of the project structure in Project Management or you can create a structure that is partly or completely identical. You decide which tasks or roles you link to which WBS elements. This allows you to control how costs incurred by work or other required capacities are posted to project elements. For example, you can assign a single WBS element to each project element for which costs and revenues are incurred or summarize the costs and revenues of several project elements in one WBS element. Depending on the settings you made for the project type in Customizing, you assign roles or tasks.

Integration

You can use SAP NetWeaver Business Intelligence (BI) to evaluate projects or you can use the evaluations in Project Management to do this. If you create complex multilevel controlling structures manually, SAP recommends that you only use the evaluations in BI.

Prerequisites

You set up a controlling method for multilevel controlling and the permitted controlling level in Customizing for SAP ECC under Start of the navigation path Integration with Other SAP Components Next navigation step Project Management Next navigation step Controlling Next navigation step Define Controlloing Scenario End of the navigation path for the project type that is used. The controlling method specifies the following:

  • Whether the controlling structure is to be created manually or automatically

  • Whether account assignment is to be carried out for roles or for project elements (tasks and project definition)

    Note Note

    Make sure that the controlling method does not contradict the settings you make under Confirmation in Customizing for Project Management.

    End of the note.

Features

  • You can assign a project element to a single account assignment element.

  • You can only assign the project elements of a project to the WBS elements of a single PS project. If you want to change this assignment, you first have to delete the assignment and then save the project. The search help for PS projects will then also be available.

  • An account assignment element can be assigned to several project elements of the same project but not to the project elements of different projects in Project Management. However, you can assign different WBS elements of a PS project to different projects in Project Management.

  • When you assign an account assignment element to a project element, the system transfers this assignment for all lower-level elements down to the level at which an assignment already exists. You can overwrite the default information. If you change an assignment, the assignments that were automatically transferred are also changed - assignments adjusted manually are not changed automatically.

  • Subprojects have their own assignments to account assignment objects; therefore they do not inherit the account assignment objects of higher-level project elements either.