CG 200 80 Project Module PS

JPL SAP R3 IMPLEMENTATION PROJECT
JPL_CG_200.80_PS Configuration Guide

Project System/Configuration Guide
Version 1.0 4 October 2010

th
CG_200.80_Project System Configuration Guide Ver : 1.0
Jindal Power Ltd.
Classification : Internal
Page 1 of 45
Change Record Date Approved 4 Oct. 2010

th
Author Farshos
Version 1.0
Change Description Initial Draft Version
SUPPORTING DOCUMENTS
Date Appvd Document Title Document Reference
REVIEW AND SIGN-OFF

Name Sridhar Mandadi Role Project Manager Date Comments Added Config Details Signature
Jindal Power Ltd.
Page 2 of 45
CONTENTS
1. INTRODUCTION 4
4 4 4
1.1 Objective of the document 1.2 References 1.3 Project Plant
2.
2.1 2.2 2.3 2.4 2.5 2.6 2.7 2.8 2.9 3.0 3.1 3.2 3.3 3.4 3.5 3.6 3.6 3.7 3.8 3.9
PROJECT SYSTEM SETTINGS

Create Project Profile Create Project Type Specify Applicants for WBS Element Specify Person Responsible for WBS Element Define Field Selection for WBS Create Network User Status Profile Create Network Type Specify Parameters for Network Type Specify Scheduling Parameters Define Confirmation Parameters Define Checking Control Create Network Profile Define Field Selection for Network Progress Analysis Maintain Progress Version Define Statistical Key Figures Define Measurement Method as Default Values Create Budget Profile Define Tolerance Limits Create Investment Profile
5
5 12 13 14 14 15 17 19 22 24 29 31 34 36 37 39 40 41 43 44
Jindal Power Ltd.
Page 3 of 45
1. Introduction 1.1 Objective of the document

Configuration Document is to capture across all the functions of Project System
This document is broadly covering the existing configuration which is being used by JPL in Project System Module Project Profile Project Type User Status Profile Network Profile Network Type Scheduling Parameters Progress Analysis Confirmation Budgeting Investment Profile
1.2 References
System R11 and Client 100 is being used for preparing the Configuration Guide.
1.3 Project Plant

2200 2100 2100 = 4 X 600 Jindal Power Plant = 4 X 250 MW Plant = Over Hauling Project
Jindal Power Ltd. Classification : Internal Page 4 of 45
2. Project System Settings
2.1 Create Project Profile Use

The project profile contains default values and other control parameters such as the planning method for dates and costs. The data maintained in the project profile will be copied into a project in its project definition or in the WBS elements which can later be overwritten.
Procedure
To carry out the activity, choose one of the following navigation options: Transaction Code IMG Menu OPSA Project System---Structure---Operative Structure---Work Break Down Structure---Create Project Profile
@ Jpl
A new Project Profile ZPS0001 is created for JPL for 4x600 MW Power Plant. All project structures created for progress tracking will be created with this project profile
The following are the status profile which are used in the JPL Project Profile
1. ZPS00001 Status Profile for Project Definition 2. ZPS00002 - Status Profile for WBS
Organization data basically contains the Organization details like controlling area/Company Code /Plant
@ Jpl
A new Project Profile ZPM0001 is created for JPL for Overhauling Project only for scheduling the activity in the project system.
@ Jpl
A new Project Profile ZCL0001 is created for JPL for 4x250 MW Power Plant in the system.
2.2 Create Project Type Use

Project type is used as a filtering criterion in the information system The project type does not influence program control or screen selection
Procedure
To carry out the activity, choose one of the following navigation options: Transaction Code IMG Menu SPRO Project System---Structure---Operative Structure---Work Break Down structure---Create Project Type
@ Jpl
A new Project Type 05 to 17 is created for JPL covering the entire project which is as given below
2.3 Specify Applicants for WBS Element Use

Applicants can be specified for each WBS element as shown below
Procedure
To carry out the activity, choose one of the following navigation options: Transaction Code IMG Menu OPS7 Project System---Structure---Operative Structure---Work Break Down Structure---Specify applicants
@ Jpl
An applicant 03 is created for JPL.
2.4 Specify Person Responsible for WBS Element Use

Person in charge of the WBS element can be specified as shown below
Procedure
To carry out the activity, choose one of the following navigation options: Transaction Code IMG Menu OPS6 Project System---Structure---Operative Structure---Work Break Down Structure---Specify Person Responsible)
@ Jpl
A new Project Type 01 to 13 is created for JPL as shown below.
2.5 Define Field Selection for WBS Use

In this step, you can make a field selection for the screens of the project definition and the WBS elements.
Procedure
To carry out the activity, choose one of the following navigation options: Transaction Code IMG Menu OPUK Project System---Structure---Operative Structure---Work Break Down Structure---User Interface Settings --- Define Field Selection for WBS Jindal Power Ltd. Classification : Internal Page 14 of 45
For the modifiable fields, you use indicators to determine how individual fields are displayed on the screen: Field is ready for input (default setting) Field requires an entry (required entry) Field is only displayed Field is hidden Field is highlighted
@ Jpl
2.6 Create Network User Status Profile Use

In this step, network user status profile is created. For infrastructure project, a network user status profile has to be created for every set of events on which a document/sub-component is tracked. If a project is tracked on a set of events which is not configured here, a new user status profile (and a new network type) has to be created for the same. It may be noted that these user statuses have not been configured to control any business transactions If multiple documents have similar statuses in approval cycle, then two different user status profiles are not required
Procedure
To carry out the activity, choose one of the following navigation options:
Transaction Code IMG Menu
OK02 Project System---Structure---Operative Structure---Network Structure---Network User Status- Create Network User Status Profile
@ Jpl
Following are the Network User Status Profile created for JPL power project. - ZPS00001 Status Profile for Project definition - ZPS00002 -- Status profile for WBS - ZPS00003 Status Profile for Network
2.7 Create Network Type Use

The network type contains information for controlling and managing networks Every network you create must have a network type allocated to it
Procedure
To carry out the activity, choose one of the following navigation options: Transaction Code IMG Menu OPSC Project System---Structure---Operative Structure---Network--Maintain Network Types
@ Jpl
ZPS1 is the Network type created for JPL with the object class as INVST /settlement profile as ZPS2 & status profile as ZPS00003
@ Jpl
ZCON is the Network type created for JPL with the object class as INVST /settlement profile as ZPS2 & status profile as ZPS00003. The different network types are made basically for progress tracking of 4 X 600 MW power plant
@ Jpl
ZENG is the Network type created for JPL with the object class as INVST /settlement profile as ZPS2 & status profile as ZPS00003. The different network types are made basically for progress tracking of 4 X 600 MW power plant
@ Jpl
ZSUP is the Network type created for JPL with the object class as INVST /settlement profile as ZPS2 & status profile as ZPS00003. The different network types are made basically for progress tracking of 4 X 600 MW power plants
2.8 Specify Parameters for Network Type Use

Network type is mapped out here with respect to plant
Procedure
OPUV Project System---Structure---Operative Structure---Network-Settings for Network- Specify parameters for Network Type
@ Jpl
The Network type which is mapped out here against the plant 2200 is ZPS1 /ZENG/ZPM1/ZSUP/ZCL1
2.9 Specify Scheduling Parameters Use

In this step, control parameters for scheduling depending on the plant, the type of network and production scheduler are defined
Procedure
To carry out the activity, choose one of the following navigation options: Transaction Code IMG Menu OPU6 Project System---Dates---Scheduling--- Specify Parameters for Network Scheduling
@ Jpl
The following are the control parameters defined for the JPL Power Project Order Type --- ZPS1/ZCON/ZSUP/ZENG Scheduling type --- Backward Start Dates in the past --- 730 Automatic Scheduling on saving
If scheduling is not done in the project, these settings are optional
3.0 Define Confirmation Parameters Use

Confirmation parameters are necessary to record actual percentage of completion You can specify the following parameters: When confirming, a final confirmation is automatically propose the dates of the confirmation may lie in the future Percentages for the allowed deviation from work and duration
Procedure
To carry out the activity, choose one of the following navigation options: Transaction Code IMG Menu OPST Project System---Confirmation---Define Confirmation Parameters
@ Jpl
Below is the confirmation parameter defined for JPL
3.1 Define Checking Control Use

In this menu option, we define the control for the availability check of materials, production resources/tools and capacities
Procedure
To carry out the activity, choose one of the following navigation options: Transaction Code IMG Menu OPJK Project System---Material---Availability Check--- Define Checking Control
Which check rule is to be used and whether a check is to be carried out, is specified depending on plant and network type and the business transaction, for example, whether the check is to take place when creating or releasing a network
@ Jpl
3.2 Create Network Profile Use

The network profile contains default values and parameters for controlling the processing of networks, such as control keys for activities
Procedure
To carry out the activity, choose one of the following navigation options: Transaction Code IMG Menu OPUU Project System---Structure---Operative Structure---Network--Settings for NetworkMaintain Network Profiles
The data which is entered here in the network profile is copied into the header, activities, and activity elements when network is created These values can be overwritten.
@ Jpl
ZPS0001/ZCL0001/ZPM0001 is the network profile configured for JPL as shown below
3.3 Define Field Selection for Network Use

In this step, you can make a field selection for the screens in a network. All screens for which a field selection is possible are grouped together in individual screen groups: Network header Activity overviews Activity detail screens
Procedure
To carry out the activity, choose one of the following navigation options: Transaction Code IMG Menu OPUA/OPUB/OPUC Project System---Structure---Operative Structure---Network--User Interface Settings--- Define Field selection for Networks
@ Jpl
The following is field selection defined for JPL
3.4 Progress Analysis Use

In the following steps you can configure progress analysis For individual project objects, you can calculate a percentage of completion or derive it from information already available in the system. You can summarize these values using the project structure by means of an appropriate weighting factor
Procedure
To carry out the activity, choose one of the following navigation options: Transaction Code IMG Menu -NAProject System---Progress---Progress Analysis
Measurement methods, fields and defaults are provided with the standard system and you can use them to carry out progress analysis
3.5 Maintain Progress Version Use

In this step, you maintain the progress version. You define the control data for calculating the percentage of completion and earned value.
Procedure
To carry out the activity, choose one of the following navigation options: Transaction Code IMG Menu SPRO Project System---Progress---Progress Progress Version Analysis--Maintain
@ Jpl
A new progress version JPL was created for the purpose of project progress tracking
3.6 Define Statistical Key Figures Use

In this activity, you stipulate the statistical key figures in which the percentages of completion (PoCs) are recorded. You make the settings per controlling area
Procedure
To carry out the activity, choose one of the following navigation options: Transaction Code IMG Menu SPRO Project System---Progress---Progress Analysis---Define Statistical Key Figures
@ Jpl
Three different key figures for 1000 controlling area has been configured. They differ in how they are used. The following usage types are possible: Non-aggregated POC Aggregated POC POC for results analysis
The details of statistical key figure as created in master data is as shown
3.6 Define Measurement Method as Default Values Use

In this activity, you define the measurement methods for the calculation of the percentage of completion (POC) as default values for the various object types in the Project System
Procedure
SPRO Project System---Progress---Progress Analysis---Define Measurement Method as default value
@ Jpl
The settings are made per controlling area For the project version JPL, Estimates and Work methods have been made as default plan and actual methods
3.7 Create Budget Profile Use

Following are the important parameters that are relevant for project budgeting: Time horizon The number of years in the past from the start year, for which budgeting is possible The number of years in the future from the start year, for which budgeting is possible Budgeting for overall values
Procedure
OPS9 Project System---Cost---Budget---Maintain Budget Profiles
@ Jpl
Availability control For JPL ZPS001/ZPM001/ZCL001 budget profile has been configured which is given below
3.8 Define Tolerance Limits Use

In this step you enter the tolerance limits for availability control. Availability control can identify budget overruns in a project at an early stage and initiates various actions.
Procedure
To carry out the activity, choose one of the following navigation options: Transaction Code IMG Menu SPRO Project System---Cost---Budget---Define Tolerance Limits
You activate availability control for a certain budget profile. You can specify one or more tolerance limits for each activity group for a budget profile.
Selected actions (warning, warning with mail to person responsible for project, error message) are triggered when these limits are reached.
@ Jpl
The following are the limits which are defined for JPL project.
3.9 Create Investment Profile Use

The most important control feature from the perspective of Investment Management (IM) is the investment profile. By assigning an investment profile to an order or WBS element, you make it into an investment measure. When you create an investment measure, the investment profile controls the following: Creation of an asset under construction for the investment measure Creation of master data for the depreciation forecast
Procedure
To carry out the activity, choose one of the following navigation options: Transaction Code IMG Menu OITA Investment Management --- Project as Investment Measures--Master Data --- Define Investment Profile)
@ Jpl
For JPL a new investment profile ZPS001 has been configured with the inv meas ast class as 2100 Line item settlement and list of origins would be active.

CG 200 80 Project Module PS

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JPL SAP R3 IMPLEMENTATION PROJECT

JPL_CG_200.80_PS Configuration Guide

Version 1.0 4 October 2010

CG_200.80_Project System Configuration Guide Ver : 1.0

Jindal Power Ltd.

Change Record Date Approved 4 Oct. 2010

Change Description Initial Draft Version

REVIEW AND SIGN-OFF

CG_200.80_Project System Configuration Guide Ver : 1.0

Jindal Power Ltd.

1.1 Objective of the document 1.2 References 1.3 Project Plant

PROJECT SYSTEM SETTINGS

CG_200.80_Project System Configuration Guide Ver : 1.0

Jindal Power Ltd.

1. Introduction 1.1 Objective of the document

1.3 Project Plant

CG_200.80_Project System Configuration Guide Ver : 1.0

Jindal Power Ltd. Classification : Internal Page 4 of 45

2. Project System Settings

2.1 Create Project Profile Use

CG_200.80_Project System Configuration Guide Ver : 1.0

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2.2 Create Project Type Use

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2.3 Specify Applicants for WBS Element Use

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2.4 Specify Person Responsible for WBS Element Use

2.5 Define Field Selection for WBS Use

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2.6 Create Network User Status Profile Use

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Transaction Code IMG Menu

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2.7 Create Network Type Use

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2.8 Specify Parameters for Network Type Use

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Transaction Code IMG Menu

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2.9 Specify Scheduling Parameters Use