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PS_UTM_TP_01
Project System
Transmission Projects
BSNL
User Manual
Project System
Transmission Projects
Page 0 of 108
PS_UTM_TP_01
Project System
Transmission Projects
25.03.2011
Page 1 of 108
PS_UTM_TP_01
Project System
Transmission Projects
Version Control
Date
Version
0.1
0.2
1.0
1.1
1.2
Author
Gaurav Verma
Rajeev Sharma
Rajesh Jain/Rajeev
Sharma/Gaurav
Verma/Pawan Yadav
Abhinav Bhalla
Nimish Goswamy/Abhinav
Bhalla
Change Description
Draft
Review
Final Submission and agreement
Updated CE fields
Review and update after FIT
End Users Performing day to day transactions as per their Roles and Authorizations in SAP
System.
Core Team Directly involved in the Projects and supporting the various activities in Project
Phases
Business Process Owners Respective Business Leaders, involved in validating the
process design.
Important Note:
The information in this document is only meant to be a reference for ERP Process configured as
per the Business Process approved by BSNL Management for Project System Module and is not a
complete description of the SAP product and its functionalities. Its main purpose is to serve as a
reference Document for User Training and Support.
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PS_UTM_TP_01
Project System
Transmission Projects
Course Overview
SAP Project System supports comprehensive functions for planning, controlling and organizing all the
activities carried out during the course of a project. It helps you manage your project structures, dates,
costs, and resources throughout the entire project lifecycle. Course provides you with an overview of the
functions in SAP Project System.
Target Audience
This course is intended for the following audiences:
Project managers
Project team members
Consultants
Course Prerequisites
Course Goals
This course will prepare you to:
Discuss the basic functions of SAP Project System for RTPC MOM
Discuss the basic functions of SAP Project System for structuring, planning, executing,
and monitoring projects
Course Objectives
After completing this course, you will be able to:
PS_UTM_TP_01
Project System
Transmission Projects
Table of Contents
1.
2.
3.
4.
5.
6.
7.
8.
9.
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PS_UTM_TP_01
Project System
Transmission Projects
PS_UTM_TP_01
Project System
Transmission Projects
OVERVIEW
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PS_UTM_TP_01
Project System
Transmission Projects
Maharashtra
Gujarat
Madhya Pradesh
Chattisgarh
Goa
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PS_UTM_TP_01
Project System
Transmission Projects
CV01N
Create Document
Menu path
Transaction
CV01N
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PS_UTM_TP_01
Project System
Transmission Projects
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PS_UTM_TP_01
Project System
Transmission Projects
PS_UTM_TP_01
Project System
Transmission Projects
6. Press
8. And press
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PS_UTM_TP_01
Project System
Transmission Projects
Change Document
Menu path
Transaction
CV02N
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Project System
Transmission Projects
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PS_UTM_TP_01
Project System
Transmission Projects
NOTE: The system will give the list of documents on the search criteria.
4. Open the document by double clicking it and see the List of projects by
opening the attached file in it.
5. Click on Send to send the list of Approved projects to the person
concerned
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PS_UTM_TP_01
Project System
Transmission Projects
Create Project
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PS_UTM_TP_01
Project System
Transmission Projects
Menu path
Transaction
CJ01
2. Enter the appropriate coding mask (For example TP/11/00001) for Project
Definition in the Start value. Definition-Open Number-This is the free
number available in the System.
3. Press Find
4. Click on copy
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Project System
Transmission Projects
Click on Open
Number
(Project profile: This contains default values and control parameters for
processing objects and functions in the Project System)
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PS_UTM_TP_01
Project System
Transmission Projects
Description field
is mandatory
and,
Enter Company Code; Business Area & Plant (Refer Fig.) For Example:
Field
Description
Person
Responsible
Start Date
Finish Date
Company Code
Business area
Plant
Remarks
Enter the Person Responsible
Enter the Start date of Project
Enter the Planned finish date of Project
Select the relevant Project circle
Select the Project Area
Select the relevant Plant
Page 18 of 108
10.
PS_UTM_TP_01
Project System
Transmission Projects
Click on Details > Project Definition customer fields & enter the data
Open the below file to view the Project Definition Customer Fields;
Project Definition
Customer Enhancement Field.xlsx
11.
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PS_UTM_TP_01
Project System
Transmission Projects
Note: Above Screen will appear when the new project is created by copying
the existing project.
12.
Deselect the line which is not required as per the project structure of
current project
13.
Click on replace
button,
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14.
PS_UTM_TP_01
Project System
Transmission Projects
A pop up screen will appear, mention the last two digit of the project
which is to be copied in Search and last two digit of the new project
number.
15.
Click on Include
button.
16.
Ensure that the PE (Planning Element) indicator is ticked for all the
for all the WBS Elements (Except for the Level 1, Level 2 WBS Elements)
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PS_UTM_TP_01
Project System
Transmission Projects
Project Type
Account
Assignment
Indicator
Planning
Indicator
18.
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19.
PS_UTM_TP_01
Project System
Transmission Projects
Now, Click on the Dates Tab. Enter the Basic start & Basic Finish Dates
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Project System
Transmission Projects
20.
Click on
or press Enter.
21.
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22.
PS_UTM_TP_01
Project System
Transmission Projects
Click on to the below file to view the WBS Element Customer Fields.
23.
Note: WBS Element Customer Fields are to be filled for each WBS mentioned
in the Project.
CJ02
Change Project
Menu path
Transaction
CJ02
For making any changes in the parameters once the Project is created the
above menu path OR the Transaction is to be used.
CJ03
Display Project
Menu path
Transaction
CJ03
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PS_UTM_TP_01
Project System
Transmission Projects
1. Select the WBS element & Click on details WBS Element Customer
fields
Enter the WBS element and employee id of the person to whom the
note sheet is to be sent.
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PS_UTM_TP_01
Project System
Transmission Projects
If you want to see the details of the WBS element in edit mode press
.
If you want to see the details of the WBS element in display mode
press
If you want to see the document attached to the WBS Element press
Office Workplace
Transaction
SBWP
PS_UTM_TP_01
Project System
Transmission Projects
CV01N
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PS_UTM_TP_01
Project System
Transmission Projects
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PS_UTM_TP_01
Project System
Transmission Projects
Create Document
Menu path
Transaction
1. On the entry screen, enter the Document Type e.g. ZCD /ZED (Civil /
Electrical Drawings).
2. Enter the Document version.
3. Press Enter.
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Project System
Transmission Projects
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Project System
Transmission Projects
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Project System
Transmission Projects
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Project System
Transmission Projects
8. Save the document. An internal no. will be generated. Note down the
Document No.
Create Document
Menu path
Transaction
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Project System
Transmission Projects
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PS_UTM_TP_01
Project System
Transmission Projects
9.
Change WBS
Menu path
Transaction
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PS_UTM_TP_01
Project System
Transmission Projects
Change WBS
Menu path
Transaction
1. Select the WBS element & click on details -WBS Customer fields
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PS_UTM_TP_01
Project System
Transmission Projects
3. Enter the WBS element and Employee id of the person to whom the
note sheet is to be sent.
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PS_UTM_TP_01
Project System
Transmission Projects
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Project System
Transmission Projects
6. Choose the relevant Personnel Area from the input help. Alternatively
use the search option (with the help of Binoculars) Enter WTP
Click on
Click on
7. Choose the relevant Personnel Sub area from the input help, Select
7600 in the restrictions to get the Personnel Sub Area relevant to
WTP Only and find Nagpur from the list.
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PS_UTM_TP_01
Project System
Transmission Projects
Press Enter
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PS_UTM_TP_01
Project System
Transmission Projects
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PS_UTM_TP_01
Project System
Transmission Projects
If you want to see the details of the WBS element in edit mode press
.
If you want to see the details of the WBS element in display mode
press
If you want to see the document attached to the WBS Element press
11.
Create Document
Menu path
Transaction
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PS_UTM_TP_01
Project System
Transmission Projects
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PS_UTM_TP_01
Project System
Transmission Projects
12.
Update the WBS Status to Survey Approved
(SRVA)
CJ02
Change WBS
Menu path
Transaction
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PS_UTM_TP_01
Project System
Transmission Projects
4. Click on
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13.
PS_UTM_TP_01
Project System
Transmission Projects
Create Network
Menu path
Transaction
Remarks
Select ZPS2
Select the relevant Plant
Select the Relevant MRP Controller
3. Enter the Std. Network (If required) from which data is to be copied.
Network Profile
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PS_UTM_TP_01
Project System
Transmission Projects
5. Go to the Assignments tab and Enter Project Definition and WBS Element
(Operative Project).
6. Click on Save
7. Note down the Network number created.
CN22
Change Network
Menu path
Transaction
For making any changes in the Network once it is created the above menu path or
the Transaction Code CN22 is to be used.
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PS_UTM_TP_01
Project System
Transmission Projects
CN23
Display Network
Menu path
Transaction
To view the Network created the above menu path or the Transaction Code CN23 is
to be used.
14.
Change Network
Menu path
Transaction
1. Enter the Network number created and press Enter (Refer Fig. below)
2. Go to the Activity Overview
4. Click on
5. Click on Save
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15.
PS_UTM_TP_01
Project System
Transmission Projects
Change Network
Menu path
Transaction
CN22
1. Enter the Network number created and press Enter (Refer Fig. below).
4. Go to Component Overview
5. Search the relevant Material code through the Search option (F4)
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Project System
Transmission Projects
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PS_UTM_TP_01
Project System
Transmission Projects
Material
Requirement
Qty
Item Category
Procurement
type
11.
Press Enter
12.
Click on Save
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PS_UTM_TP_01
Project System
Transmission Projects
16.
Change Network
Menu path
Transaction
1. Enter the Network number created and press Enter (Refer Fig. below)
2. Click on Activity Overview
3. Select the Activity & Click on Component Overview
the screen
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at the bottom of
PS_UTM_TP_01
Project System
Transmission Projects
6. Click on Continue
7. Double click on the Material.
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PS_UTM_TP_01
Project System
Transmission Projects
10.
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11.
PS_UTM_TP_01
Project System
Transmission Projects
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12.
17.
PS_UTM_TP_01
Project System
Transmission Projects
Click on Save
Change Network
Menu path
Transaction
1.
Enter the Network number created and press Enter (Refer Fig. below)
2.
Go to Activity Overview
and click.
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3.
PS_UTM_TP_01
Project System
Transmission Projects
Press Enter.
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18.
PS_UTM_TP_01
Project System
Transmission Projects
Change Network
Menu path
Transaction
1. Enter the Network number created and press Enter (Refer Fig. below)
2. Go to Activity Overview
3. On the Prim. Costs tab, enter the relevant description and assign it to the
relevant WBS Element. (Refer Fig. below)
PS_UTM_TP_01
Project System
Transmission Projects
19.
Change Network
Menu path
Transaction
4. Click on
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Project System
Transmission Projects
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20.
PS_UTM_TP_01
Project System
Transmission Projects
Change Network
Menu path
Transaction
1. Enter the Network number created and press Enter (Refer Fig. below)
2. Go to Activity Overview
3. Select the Activity.
4. Click on Milestone Overview.
5. Milestone can be attcahed by following methods :
a) Use Standard Milestone Click on Standard Milestone
at the Bottom of screen & Search for suitable Milestone.
b) Use Milestone Group Click on Milestone Group
at the bottom of screen .Search & select the suitable Miestone Group.
Double click on the relevant Milestone Group. All the Milestones
assigned to the group will be displayed on the screen .
c) Define milestone Enter the Milestone Usage & Description.
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PS_UTM_TP_01
Project System
Transmission Projects
21.
Change WBS
Menu path
Transaction
1. Enter the WBS Element and press Enter (Refer Fig. below)
2. Go to WBS Overview
3. Select the WBS.
4. Click on Milestone Overview.
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PS_UTM_TP_01
Project System
Transmission Projects
22.
Project Scheduling
CJ29
Project Scheduling
Menu path
Transaction
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Project System
Transmission Projects
4. Click on Execute
5. Click on
23.
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PS_UTM_TP_01
Project System
Transmission Projects
CJ02
Change WBS
Menu path
Transaction
3. Click on
PS_UTM_TP_01
Project System
Transmission Projects
7. Click on Save
Note sheet
3 Enter the WBS element and Employee ID of the person to whom the
Note Sheet is to be sent.
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PS_UTM_TP_01
Project System
Transmission Projects
4 Enter the WBS element and Employee ID of the person to whom the Note
Sheet is to be sent.
If you want to see the details of the WBS element in edit mode press
If you want to see the details of the WBS element in display mode press
If you want to see the document attached to the WBS Element press
This button should be used by the competent authority, at the Root WBS
Element, to approve the PE of all WBS Elements in a single shot.
Note: Project Estimate shall be approved by the competent Authority
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25.
PS_UTM_TP_01
Project System
Transmission Projects
Note sheet
Menu path
Office Workplace
Transaction
SBWP
3. The note sheet screen will appear. Add the details and forward it to
next level, as explained in the Step-6.
26.
After receiving the mail, the Project estimate can be reviewed by using this
report. This report will give the details of Plan/Actual/Commitment for a
Project.
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PS_UTM_TP_01
Project System
Transmission Projects
CN41
Structure Overview
Menu path
Logistics Project System Information System Structures
Structure Overview
Transaction
CN41
Code
3. Click on Execute.
4. Check the Plan, Actual & Commitment column.
5. Click on Back.
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PS_UTM_TP_01
Project System
Transmission Projects
Change WBS
Menu path
Transaction
4. Click on
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Project System
Transmission Projects
28.
Change WBS
Menu path
Transaction
4. Click on
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PS_UTM_TP_01
Project System
Transmission Projects
29.
Menu path
Transaction
N/A
ZPEDE / CJ02
2. Click on Execute
3. Click on the Document number
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ZPEDE
/
CJ0
2
PS_UTM_TP_01
Project System
Transmission Projects
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PS_UTM_TP_01
Project System
Transmission Projects
4. Click on
30.
Link WBS Element to an Investment Program
Position
Please Refer Budget Allocation User Manual
31.
Plan SKF
Menu path
Transaction
1. Enter Version, From & To Period, Fiscal Year, Relevant WBS Element,
&, Stat. Key Figure
PS_UTM_TP_01
Project System
Transmission Projects
4. Click on
Period Screen
Project Release
Menu path
Transaction
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PS_UTM_TP_01
Project System
Transmission Projects
Following error message might appear while changing the status to Release.
In that case, co-ordinate with Finance to run the transaction IM52 (Budget
Distribution) /CJBV (Activate Availability Control).
5. Check the status
6. Similarly change the status of all other WBS Elements & the the Project
Definition.
7. Click on Save.
Page 77 of 108
34.
PS_UTM_TP_01
Project System
Transmission Projects
Change Network
Menu path
Transaction
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35.
PS_UTM_TP_01
Project System
Transmission Projects
SKF Posting
Menu path
Transaction
2.
4. Enter Quantity
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PS_UTM_TP_01
Project System
Transmission Projects
5. Click on Save
36.
Change WBS
Menu path
Transaction
4. Click on
PS_UTM_TP_01
Project System
Transmission Projects
Change WBS
Menu path
Transaction
4. Click on
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Transmission Projects
Change WBS
Menu path
Transaction
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PS_UTM_TP_01
Project System
Transmission Projects
4. Click on
39.
Activity Confirmation
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PS_UTM_TP_01
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Transmission Projects
CN22
Change Network
Menu path
Transaction
2. Go to the tab for Int. Processing as shown below and select the internal
activity
4. On the Next screen carry out the following steps for Partial Confirmation
of the Activity:5. Enter the Start and Finish Date in the respective fields as shown below:-
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Project System
Transmission Projects
12.
13.
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40.
PS_UTM_TP_01
Project System
Transmission Projects
Change WBS
Menu path
Transaction
1. Enter the WBS Element No. and press Enter (Refer Fig. below)
2. Go to WBS Element Overview.
3. Select the WBS Element.
4. Click on Milestone Overview.
5. Select the Row of a Milestone & Click on details
41.
Change Network
Menu path
Transaction
1. Enter the Network no. and press Enter (Refer Fig. below)
2. Go to Activity Overview.
3. Select the relevant Activity.
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Transmission Projects
PS_UTM_TP_01
Project System
Transmission Projects
7. Click on Back.
8. Click on Save (Ctrl+S)
42.
Change WBS
Menu path
Transaction
4. Click on
PS_UTM_TP_01
Project System
Transmission Projects
Note: - At this status user can attach any relevant documents on the WBS
element to carry out AT (for reference.)
Change WBS
Menu path
Transaction
4. Click on
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Project System
Transmission Projects
Change WBS
Menu path
Transaction
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Project System
Transmission Projects
4. Click on
Change WBS
Menu path
Transaction
PS_UTM_TP_01
Project System
Transmission Projects
CJ02
4. Click on
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PS_UTM_TP_01
Project System
Transmission Projects
CJ02
Change WBS
Menu path
Transaction
4. Click on
8. Click on Save
PS_UTM_TP_01
Project System
Transmission Projects
Change WBS
Menu path
Transaction
4. Click on
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PS_UTM_TP_01
Project System
Transmission Projects
Change WBS
Menu path
Transaction
PS_UTM_TP_01
Project System
Transmission Projects
6. Click on Save
Change Network
Menu path
Transaction
5. Click on Save
PS_UTM_TP_01
Project System
Transmission Projects
Note: At TECO status the user will not be allowed to expand the project
structure. Planning in Projects as such is not allowed at this status, Actual
cost can however be posted to the WBS element.
50.
Change WBS
Menu path
Transaction
4. Click on
PS_UTM_TP_01
Project System
Transmission Projects
Change WBS
Menu path
Transaction
3. Click on details
and then go to
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tab
PS_UTM_TP_01
Project System
Transmission Projects
4. Select field key Transmission Project Equipment from the drop down
5. Press Enter
6. Enter the Equipment PO Number
8. Press Enter or
9. Click on Save
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52.
PS_UTM_TP_01
Project System
Transmission Projects
Change WBS
Menu path
Transaction
Settlement Period
Fiscal Year
Processing Type
PS_UTM_TP_01
Project System
Transmission Projects
5. On the Processing Option section select the Test run & Detail List
Check box
6. Click on Execute
Note: The Above step is carried out for test run the settlement process so
that any error can be checked. For Actual Settlement please
Uncheck/Deselect the Test
Run
53.
Change WBS
Menu path
Transaction
PS_UTM_TP_01
Project System
Transmission Projects
4. Click on
54.
Change WBS
Menu path
Transaction
CJ02
PS_UTM_TP_01
Project System
Transmission Projects
4. Click on
PS_UTM_TP_01
Project System
Transmission Projects
Change WBS
Menu path
Transaction
Note: Once Closed Status is set ,no actual cost can be posted to the WBS
element.
56.
PS_UTM_TP_01
Project System
Transmission Projects
Press Execute
PS_UTM_TP_01
Project System
Transmission Projects
Press Execute
PS_UTM_TP_01
Project System
Transmission Projects
Press Execute