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Procedure documentationMaking User Settings

 

When you make user settings for project maintenance, you can personalize parameters such as the default values used or the type of information displayed in the graphical view of your projects. These settings are user-specific, but not project-specific.

Prerequisites

  • If you want to use automatic scheduling of all project elements regardless of whether or not they have already been released, you have made a corresponding entry for area 0012 Scheduling and Project Structuring, setting 0001 Automatic Scheduling of All Project Elements in Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Basic Settings Next navigation step Override Default Global Settings End of the navigation path.

  • If you want to make the checkbox Display Mirrored Task Relationships (Multi-Project Monitor) available, you have made a corresponding entry for area 0006 User Interface Settings, setting 0035 Display Mirrored Task Relations in MP Monitor in Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Basic Settings Next navigation step Override Default Global Settings End of the navigation path.

  • If you want to display constraint icons without additional information in the graphical view, you have made a corresponding entry for area 0006 User Interface Settings, setting 0037 Allow Constraint Icons without Add. Info. in Graphical View in Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Basic Settings Next navigation step Override Default Global Settings End of the navigation path.

Procedure

On the Project Management start page, or in project maintenance, choose User Settings and proceed with the following steps.

Making General Settings
  1. Select the processing mode you want to set as the default for opening projects.

    If you open a project element in the Display processing mode, the system does not set a lock indicator and other project participants can edit the project.

  2. In the Earl./Lst Dates dropdown box, specify whether the system should display the earliest or latest dates when you open the multi-project monitor, the Graphic view of the project structure, the milestone trend analysis, the confirmation dashboard or the tab pages for task relationships and role task assignments.

    Note Note

    If enabled in Customizing, you can also select a date type for individual projects in the project definition. This setting, which is valid for all users, overrides the entry in your user settings (see Dates and Work).

    End of the note.
  3. If applicable, select a date type.

    The date type is only relevant if you use object links. It affects how the dates of the SAP objects are displayed in the graphical view (see Graphical View).

  4. Specify whether or not scheduling is to be started automatically when date-relevant changes have been made to a project element.

    If automatic scheduling of all project elements is enabled in your system (see Prerequisites), you can choose the desired option from the Sched. Man/Auto drop-down box. Otherwise, you can activate or deactivate automatic scheduling of unreleased project elements using the Scheduling Only Manually checkbox. Using manual scheduling can have a positive effect on performance if you are working with large project structures. For more information, see Scheduling.

  5. Decide whether you want to display the Change Documents tab page and select or deselect the Display Change Documents checkbox accordingly.

  6. Select the Delete Without Confirmation checkbox as required. If you have selected this checkbox, the system does not display a confirmation dialog box when you delete project elements. This does not apply to the project definition; when you delete a project definition, the system still displays a confirmation dialog box because you are trying to delete the root element.

  7. Select the No Navigation to Detail checkbox as required. If you have selected this checkbox, you can create project elements without navigating to the detail data. The system does not check whether all mandatory fields have been filled.

  8. If you want to adjust the width of the structure tree, enter the required number of pixels under Tree Width (Px). The system uses this value for the width of the structure tree in the table and detail views.

  9. Choose whether you want to view and edit your project texts in the master language or in the logon language and make the default setting in the dropdown box (see Multilingual Capabilities).

  10. If you want to use a different start view than the Detail sub view of the Structure view, you can choose one from the Default Start View dropdown list. You can select one of the sub views belonging to the main views Structure or Resources.

  11. Choose your screen resolution from the Structure Display Optimized for dropdown box. The number of table lines displayed in the structure tree and the Table subview of the project structure will be adjusted as follows:

    Screen Resolution

    Number of Lines Displayed

    800 x 600

    10

    1024 x 768

    15

    1280 x 1024

    25

    1600 x 1200

    28

    Not specified

    20

    If you do not want to use the number of lines defined for your screen resolution, you can also specify a different resolution.

  12. Save your settings.

Setting Default Values
  1. Select the values Project Management displays by default when you create a project or template.

  2. Save your entries.

Note Note

If, in the user settings, you set up object types that were deactivated at a later point in time, they are no longer used here.

End of the note.
Making User Settings
  1. Enter your user data in the Own Data area or edit the data there.

  2. Choose the time zone, the required date format, and the decimal point format.

  3. Save your data.

  4. If you want to change your password, enter your old password in the Password field in the Password Change area.

  5. Enter your new password in the New Password field and again in the Repeat Password field.

  6. Save your new password.

Making Settings for the Graphic
  1. Select the Without Relationships checkbox if you do not want to display or edit relationships in the graphical view.

  2. Select the Hide Scheduling Conflicts checkbox if you do not want to display scheduling conflicts in the graphical view. If you deselect this check box, scheduling conflicts are highlighted in red in the graphical view. The highlighting is visible until the session ends or the next scheduling takes place. Therefore, project elements can still be highlighted after conflicts have been resolved if the user is working with manual scheduling.

  3. Make the aggregation settings for the summary of data at project header level in the multi-project monitor. These settings are available only if you enable the setting 0033 Summary of Project Data in Multi-Project Monitor in the Override Default Global Settings Customizing activity under Start of the navigation path SAP Portfolio and Project Management Next navigation step Project Management Next navigation step Override Default Global Settings End of the navigation path.

  4. Select the checkbox Display Mirrored Task Relationships (Multi-Project Monitor), if you want to display the relations between original tasks and mirrored tasks (see Multi-Project Monitor).

  5. Select the Without Constraints check box if you do not want to display constraint icons in the graphical view. This check box is available only if the display of constraint icons without additional information is enabled in your system (see above under Prerequisites).

  6. Select the Default View that the system should use every time you access both single-project charts and the multi-project monitor.

  7. Under Hidden Table Columns, select the table columns that you do not want the system to display in the table part of the graphic.

    Note Note

    You can only make user-specific settings for those columns that are not already hidden by the CPRO_GANTT enhancement spot. For more information, see Customizing for Project Management under Start of the navigation path Global Enhancements to Project Elements Next navigation step Business Add-Ins (BAdIs) Next navigation step BAdI: Check or Change Graphical View Display End of the navigation path.

    End of the note.
  8. In the screen area Show Additional Gantt Information, select the additional project information that you want to display in the graphical view of your projects.

    You can choose to display project element data, such as name, status, duration, dates, or constraints. If in Customizing, you have enabled the project-specific display of earliest or latest dates, you can also choose to display information about the date type selected in the project definition (see Dates and Work). In the Gantt chart and in the multi-project monitor, the selected information will be displayed as a text next to the bar of the project element.

    If enabled in Customizing, you can also display constraint icons without additional information in the graphical view (see above under Prerequisites). Set the Constraint Date drop-down list to empty and uncheck the Without Constraints check box. To hide constraint icons entirely, check the Without Constraints check box and the Constraint Date drop-down list is disabled.

    Note Note

    Displaying additional project information is not supported when you compare the planned project data to a simulation, a snapshot, or the forecasted dates in the Graphic subview of a project.

    End of the note.