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Function documentationCreating a Business Transaction from a Task

 

You can create a business transaction of type request for change, IT requirement, or change document, from a project task, and manage the new business transactions in the project.

You can also assign existing requests for change, IT requirements, and change documents, to project tasks.

You can assign change documents of any type to a project task, including independent change documents, which were not createdfrom a request for change or IT requirement.

Prerequisites

You have mapped the task types of a project to SAP Solution Manager transaction types (for example ZMCR or ZMIR), which you have copied from the original SAP task types SMCR and SMIR) in the setup, as described under Setting Up Project Management.

One project task type can be mapped to one business transaction type. In the setup, you can set the indicator for mass assignment of transactions as the default setting. For each task and transaction type, you can define the following:

  • whether the request for change, IT requirement, or change document is created and synchronized automatically when the task is released

  • or whether the request for change, IT requirement, or change document is created and synchronized manually, by a button, after the task is released

Activities

  1. Start transaction SM_WORKCENTER and choose Start of the navigation path Projects and Process Management Next navigation step My Projects End of the navigation path.

  2. To create a business transaction, select a project with an assignment to the solution documentation. The project editor opens, and the project is selected in the navigation tree. There is an entry with information about the SAP Solution Manager data, on the Solution Documentation tab.

  3. Right-click the project or phase in the navigation tree, and choose Start of the navigation path Create Next navigation step Task End of the navigation path.

  4. A new entry is created in the navigation tree; you have to maintain at least the name. The task type is optional.

  5. Depending on your setup (see Prerequisites), the request for change, IT requirement, or change document is created automatically when the task is released. Otherwise you have to create it manually:

    • Automatic Creation of Transactions

      To release the task, go to the Basic Data tab, choose Release from the Change status drop-down box, and save. The request for change, IT requirement or change document is created automatically. Check this by clicking the Transaction tab. There should be a new entry. For each task, you can connect only one business transaction.

    • Manual Creation of Transactions

      A button appears with which you can create a request for change, IT requirement or change document.

      To release the task, go to the Basic Data tab, choose Release from the Change Status drop-down box, and save.

      Navigate to the Transaction tab. To create the request for change, IT requirement or change document, click Create Transaction. Save the project. An entry with the business transaction appears on the tab. Note that for each task, you can connect only one request for change.

      After creation of the business transaction, the tab displays its header information: ID, the description (title), and transaction type. There is also a navigation link to the business transaction.

      The project and a link to the project task are added as read-only fields in the transaction, in the Details Assignment block in the Project Planning area. You can use one field for the related project and one for the task, to navigate to the task. If a project is locked, all related tasks are also locked.

Mass Assignment of Transactions and Creation of Tasks

You can select several business transactions and assign them to newly created tasks by choosing the Create with transaction assignment button on the Task tab. The new tasks can be created below a selected project, phase, or task. According to the customizing settings, the new tasks are predefined with the name of the transaction and a task type. The columns Transaction ID and Transaction Type show the details of the assigned transactions.

Assigning Details to Requests for Change, IT Requirements, and Change Documents

Under Project Planning, in the Details Assignment block, the following fields are available to link a business transaction to a project task:

  • Project Management Project: the assigned project

  • Project Management Task: the assigned project task ID and name

  • Start Date: date when the project task starts

  • Finish Date: date when the project task ends

  • Task Duration: duration of the project task

  • Estimated Work: estimation of the time required to realize the project task. This information is synchronized from the task to the business transaction and can only be changed in the task.

  • Total Work: the sum of the actual effort recorded on the business transaction, including follow-up transactions, if available. The time recordings are transferred to the project task.

Note Note

Fields in the Project Planning area are inactive for dependent change documents that were created from a request for change or IT requirement.

End of the note.