SAP PS Q&A -3

· i am working on a report in PS and need to pull the last posting date with amount spend on the project.... where can i those.
This is a very useful blog for all the techis...Very simple language and a lot of useful content...
Keep it up.

Both the parts are very much descriptive and can be used as reference for techies.
Starting point for beginners.
PS module generally remains behind in implementations for various reasons.
This would motivate ps-related persons in
understanding basics & methodology of how
SAP makes it easier in doing so.
keep up

· PS module generally remains behind in implementations for various reasons.
This would motivate ps-related persons in
understanding basics & methodology of how
SAP makes it easier in doing so.

· A good one . Will really help beginners to understand the concepts of SAP PS.

· Appreciate ur efforts put in, towards making
PS-Module,simplified,informative & presentable
covering conceptual knowledge.
Hope to see bog no2 as early as possible.
All the Best in future endeavours also.

· https://www.sdn.sap.com/irj/sdn/weblogs?blog=/pub/wlg/9659

Project System:
http://help.sap.com/saphelp_47x200/helpdata/en/04/926eae46f311d189470000e829fbbd/frameset.htm

PS transactions:
http://help.sap.com/erp2005_ehp_03/helpdata/EN/41/4388389f402852e10000009b38f842/frameset.htm

http://help.sap.com/bp_bblibrary/500/BBlibrary_start.htm

http://www.easymarketplace.de/online-pdfs.php

SAP Project System - A ready Reference ( Part 1 )
https://www.sdn.sap.com/irj/sdn/weblogs?blog=/pub/wlg/9622

SAP Project System - A ready Reference ( Part 2 )
https://www.sdn.sap.com/irj/sdn/weblogs?blog=/pub/wlg/9659

SAP Project System - A ready Reference ( Part 2 )

In my previous blog https://www.sdn.sap.com/irj/sdn/weblogs?blog=/pub/wlg/9622 , I had explained Basic PS terminologies with the help of a simple example.

Now let me go to some technicalities of the same.

If some body asks me to develop report in PS module what basic information do I need?

Mainly I need to find out three things :

· Master tables and there relationship with each other.

· Standard transactions in PS module and

· BAPIs used to deal with PS data.

Let's start with the master table

PS Master Tables and their relationship:

Object	Master Table
Project Definition	PROJ
WBS element	PRPS
Network	AFKO ,AUFK
Activity	AFVV , AFVC
Activity Element	AFVV , AFVC
Activity Type	CEPC
Milestone	MLST
Budget	BPGE , BPJA

Following diagram depicts the linkage between various master tables in PS module.

Frequently used PS Transactions

Object	Transaction	Description
Project Definition	CJ06	Create Project Definition
	CJ07	Change Project Definition
	CJ08	Display Project Definition
	CJ20N	Project Builder
WSB Element	CJ01	Create Work Breakdown Structure
	CJ02	Change Work Breakdown Structure
	CJ03	Display Work Breakdown Structure
	CJ11	Create WBS Element
	CJ12	Change WBS Element
	Cj13	Delete WBS Element
Network	CN21	Create Network
	CN22	Change Network
	CN23	Display Network
	CN24	Overall Network Scheduling
	CN24N	Overall Network Scheduling
	CJ20N	Project Builder
Activity	CJ20n	Project Builder
Milestone	CN53N	Overview: Milestones
	CJ20N	Project Builder
Relationship	CN49	Overview: Relationships
	CN49N	Overview: Relationships
	CNS49	Overview: Relationships
Confirmations	CN25	Confirm Completions in Network
	CN27	Collective confirmation
	CN28	Display Network Confirmations
	CN29	Cancel Network Confirmation
	CN2X	Confirm Completions in Network
Settlement	CJ02	Create Settlement Rule
	CJ88	Settle Projects and Networks
	CJ8A	Act.-setlmt: Proj. retirmt. from IM
	CJ8G	Actual Settlement: Projects/Networks
Budget	CJ30	Change Project Original Budget
	CJ31	Display Project Original Budget
	CJ35	Budget Return from Project
	CJ36	Budget Supplement to Project
	CJ37	Budget Supplement in Project
	CJ38	Budget Return in Project
	CJ3A	Change Budget Document
	CJ3B	Display Budget Document

BAPIs used in PS Transactions

Project Definition:

BAPI to extract details of Project Definition:

BAPI Name	BAPI Description
BAPI_PROJECTDEF_EXISTENCECHECK	To check whether a project definition exists
BAPI_BUS2001_GETDATA	To get detailed information about a project definition. To do this, you must transfer the external ID of the project definition in the parameter I_PROJECT_DEFINITION. If required, you can also specify in which language the language-dependent fields, such as time units, system status, and so on, are to be returned. If you do not specify a language, the system language is used
BAPI_PROJECT_GETINFO	To read detailed information about project definitions and the WBS elements of projects from the system.
BAPI_PROJECTDEF_GETDETAIL	To read detail information about the project definition
BAPI_BUS2001_GET_STATUS	To get both the active system statuses and the user statuses for a project definition
BAPI_PROJECTDEF_GETLIST	Provides a list of project definitions
BAPI_GET_PROJECT_STATISTICS	Display project statistics

BAPI to create/update Project Definition data: 

BAPI Name	BAPI Description
BAPI_BUS2001_CREATE	Create a project definition
BAPI_PROJECTDEF_CREATE	Create a project definition
BAPI_BUS2001_CHANGE	Change Project Definition
BAPI_PROJECTDEF_UPDATE	Change Project Definition
BAPI_BUS2001_DELETE	Delete Project Definition
BAPI_BUS2001_SET_STATUS	one system status and one user status can be revoked each time, and one system status and one user status can be set each time for a project definition

WBS - Work Breakdown Structure:

BAPI to extract details of WBS element: 

BAPI Name	BAPI Description
BAPI_BUS2054_GETDATA	To get detailed information about WBS elements.
BAPI_BUS2054_GET_GUID_FROM_KEY	Read the GUID (Global Unique Identifier) using the external object key.
BAPI_BUS2054_GET_STATUS	To read the active system statuses and user statuses for a list of PSP elements
BAPI_BUS2054_GET_KEY_FROM_GUID	Read the externalobject key (WBS Key) using the GUID (Global Unique Identifier).

BAPI create/update WBS element data: 

BAPI Name	BAPI Description
BAPI_BUS2054_CREATE_MULTI	Create WBS Element
BAPI_BUS2054_CHANGE_MULTI	Change WBS Element
BAPI_BUS2054_DELETE_MULTI	Delete WBS Element

Network:

BAPI to extract details of Network: 

BAPI Name	BAPI Description
BAPI_NETWORK_EXISTENCECHECK	Check whether network exists
BAPI_NETWORK_GETDETAIL	Read detailed information about a network including all objects from the system.
BAPI_NETWORK_GETINFO	Read detailed information about a network including all objects from the system
BAPI_NETWORK_GETLIST	Produces a list of networks with descriptions. Returns a container of network numbers
BAPI_BUS2002_GETDATA	Returns Detail Data for Network Header.
BAPI_BUS2002_GET_GUID_FROM_KEY	Read GUIDS Using the Network Keys
BAPI_BUS2002_GET_KEY_FROM_GUID	Read Network Key Using the GUIDs
BAPI_BUS2002_GET_STATUS	Get network Status

 BAPI create/update Network data: 

BAPI Name	BAPI Description
BAPI_NETWORK_MAINTAIN	To edit network headers, activities and relationships
BAPI_BUS2002_CREATE	Create Network Header. Only one network can be created each time this BAPI is called.
BAPI_BUS2002_CHANGE	Change Network Header. Only one network header can be changed each time this BAPI is called.
BAPI_BUS2002_DELETE	Delete Network Header. Only one network can be processed each time the BAPI is called.
BAPI_BUS2002_SET_STATUS	Set/Reset Network Status. At the same time, you can revoke one system status and one user status, or set one system status and one user status in a list of activities for the network.

Activity:

BAPI to extract details of Activity: 

BAPI Name	BAPI Description
BAPI_BUS2002_ACT_GETDATA	Detail Data for Activities
BAPI_BUS2002_GET_ACTGUID_4_KEY	Read the GUIDs Using the Network Activity Key. Read the GUID (Global Unique Identifier) using the external object key.
BAPI_BUS2002_GET_ACTKEY_4_GUID	Read the Network Activity Key Using the GUIDs. Read the external object key using the GUID (Global Unique Identifier).
BAPI_BUS2002_GET_STATUS	Read active system statuses and user statuses for a network header (NUMBER) as well as its activities

BAPI create/update Activity data: 

BAPI Name	BAPI Description
BAPI_BUS2002_ACT_CHANGE_MULTI	Change one or more activities. Activities of one network only can be changed each time this BAPI is called.
BAPI_BUS2002_ACT_CREATE_MULTI	Create one or more activities. Activities of one network only can be changed each time this BAPI is called.
BAPI_BUS2002_ACT_DELETE_MULTI	Delete one or more activities. Activities of one network only can be changed each time this BAPI is called.

Activity Element:

BAPI to extract details of Activity Element: 

BAPI Name	BAPI Description
BAPI_BUS2002_ACTELEM_GETDATA	Get detailed information about activity elements.
BAPI_BUS2002_GET_ELEGUID_4_KEY	Read the GUIDs Using the Activity Element IDs

BAPI create/update Activity Element data: 

BAPI Name	BAPI Description
BAPI_BUS2002_ACTELEM_CHANGE_M	Change one or more activity elements. Each time this BAPI is called, only the activity elements for one network can be changed
BAPI_BUS2002_ACTELEM_CREATE_M	Create one or more activity elements. Each time this BAPI is called, only the activity elements for one network can be changed
BAPI_BUS2002_ACTELEM_DELETE_M	Delete one or more activity elements. Each time this BAPI is called, only the activity elements for one network can be changed

Activity Type:

BAPI to extract details of Activity Type: 

BAPI Name	BAPI Description
BAPI_ACTIVITYTYPE_GETDETAIL	Detailed information on a selected activity type on Key Date.
BAPI_ACTIVITYTYPE_GETLIST	List of Activity Types Using Selection Criteria
BAPI_ACTIVITYTYPE_GETPRICES	Determines, for a given day, activity prices for cost center/activity type combinations.

BAPI create/update Activity Type data: 

BAPI Name	BAPI Description
BAPI_ACTTYPE_CHANGEMULTIPLE	Change One or More Activity Types
BAPI_ACTTYPE_CREATEMULTIPLE	Create One or More Activity Types

Confirmation:

BAPI to extract details of Confirmations 

BAPI Name	BAPI Description
BAPI_NETWORK_CONF_GETDETAIL	Using this method you can make the detail data of a confirmation for a network available for the transferred object. You can also make goods movement posted together with the confirmation available.
BAPI_NETWORK_CONF_GETLIST	All confirmations are determined for the specified network activity or activity element. The transferred capacity category and split are interpreted as additional constraints
BAPI_NETWORK_CONF_GETPROP	To make default data available for confirming network activities

BAPI create/update Confirmation data: 

BAPI Name	BAPI Description
BAPI_NETWORK_CONF_ADD	To enter confirmations for network activities/ activity elements and splits.
BAPI_NETWORK_CONF_CANCEL	To cancel a network confirmation that has already been booked.

· Hey, thanks for the blog on Project System. I think you might be interested to know about the Project System ES bundle.

This ES bundle offers enterprise service-based integration with SAP Project System. One simple use would be to have a contractor with a handheld update project status via an enterprise service (telling you, for example, that the wiring on the third floor of the building is 50% complete, for example).

§ thanks for appreciating my work.
Give me some time , even i am not aware about this problem ..let me ask sdn team regarding the same.

Hey you can print this blog. Just Scroll the blog to right most corner and u will see PRINT option.

SAP PS Consultant

Job Description

• Document current and future business processes in consultation with users • Review and edit requirements, specifications, business processes and recommends related to proposed solution • Provides functional process ownership for one or many business process areas • Works with the user client community, designers and Process Management to determine the best solution to help resolve customer problems and satisfy customer requirements • Document all enhancements including comprehensive flowcharts, system configuration and business requirements (Using SAP tools). • Identify organization strengths and weaknesses and suggest areas of improvement • Understand the business issues and data challenges of the organization • Performs configuration work as needed to support new and existing functionality • Prepares functionality specifications and delivers to developers • Collaborates with developers and the quality assurance team to develop and test significant new functionality • Performs integration testing work as necessary, to insure that new functionality does not adversely affect existing functionality • Identify and document customization (and interfaces) requirements and provide specifications of the same. • Provide pro-active support • Identify root cause of issues in systems and provide resolutions • Trains end users on new enhancements or functionality as required • Maintain confidentiality with regard to the information being processed, stored and accessed

Profile

• 5 Years of System Analysis, Design and Development experience. • Minimum of 2 full life cycle SAP implementation experience. • Should have good experience in following areas in Project Systems: o Project Planning o Time and Resource Management o Project Execution o Strategic Portfolio Management o Projects experience an advantage • Experience in Life-Cycle Data Management (Document Management) would be an advantage • Should have used Solution Manager • Demonstrated ability to proactively identify improvement opportunities and initiate change • Team player – ability to work in teams and cooperate closely with inter-functional representatives. • Fair conduct of English. • Positive attitude – always on the look for solving problems and helping others. • Committed and hard working. • Good project management, communication and organizational skills

Job Title : SAP PS CONSULTANT

Job Description: 1. Understand the Functional requirements of various Planning, budgeting and project management process
2. To map the end user requirements with standard functionalities available in SAP
3. Carry out configuration in SAP system to meet the end user requirements
4. Understanding of the integration with various modules CO, MM, PP, SD, in relation to PS
5. Write logic (Functional Specifications) for ABAP programming
6. Test the developments done to ensure smooth running in the organization
7. Carry out unit testing & end user testing
8. Plan & conduct training to end users
9. Manage master and cutover data
10. Understand the issues faced by end users on day to day basis and provide solution to their satisfaction
11. Visit remote project sites and impart SAP usage training to end users

SAP PS CONSULTANT

• Understanding of PS business processes, standards and practices of related applications
• Involvement in implementing at least 3 SAP projects as PS consultant
• Integration expertise with other SAP modules (i.e. CO, MM, CRM) will be highly valued
• Bachelor's or Master's Degree in Computer Science or related fields.
• Experience in business requirement analysis, business process design, SAP configuration, system testing, data migration and user training.
• Excellent command of English.
• Excellent interpersonal, communication and presentation skills

Role and Responsibilities:

· The Senior SAP PS IM Consultant will be supporting in the configuration of an ongoing SAP project for a large government division in Queensland.

· Hands on configuration skills in both the Project Systems and Investment Management modules will be required.

· Previous team lead experience not essential although preferred.

Skills Required:

· A minimum of 7 years of SAP PS/IM experience in multiple large scale SAP implementations required.

· Strong knowledge of PS/IM integration with FI, CO, SD, PM and SD.

· Demonstrated understanding of ASAP Methodology and an ability to understand the business process cycle in addition to configuration of the system.

· strong team leadership skills and be able to define creative solutions and demonstrate initiative to lead teams/sub-teams through project challenges

· Experience in Government not necessary but always helpful

· Excellent communication skills both written and spoken in a team environment.

SAP - Project System (PS)

The documentation which follows describes the single roles in the Project System (PS) application component.

Worklist for Project Period-End Closing

Technical name: SAP_PS_PEREND_PROJ_WLM

Tasks

You can use the transaction for this role to generate the worklist for the period and fiscal year to be processed as part of period-end closing.

Activities in the Project System

Transaction	Function
WLMPS	Worklist Monitor

Archiving

Technical Name:

Tasks

You use the transactions for these roles to maintain data for archiving.

Activities in the Project System

Transaction	Function
KOAA	Archiving: Settlement Documents
FMRE_ARCH	Archiving: Funds Commitments
CN80	Archiving: Project Structures
KBEA	Transfer Price Agreement/Allocation: Set Deletion Indicator
KBEB	Transfer Price Agreement/Allocation: Generate Archive
KBEC	Transfer Price Agreement/Allocation: Manage Archive
CN99	Archiving Standard Networks

Requirements Grouping

Technical name: SAP_PS_GROUPING

Tasks

You can use the transactions for this role to group requirements for WBS elements within a project or across projects for planning purposes.

Activities in the Project System

Transaction	Function
GRM4	Requirements Grouping: Assign WBS Elements Individually
GRM3	Requirements Grouping: Assign WBS Elements Using List
GRM1	Requirements Grouping: Display Assigned WBS Elements
GRM5	Requirements Grouping: Assign Planning Groups
GRM2	Requirements Grouping: Display Assigned Planning Groups
GRM7	Requirements Grouping: Display Assigned Planning WBS Elements

Claim Management

Technical name: SAP_PS_CLAIM

Tasks

You can use the transactions for this role to create and edit notifications of type "Claim" and to obtain an overview of existing claims.

Activities in the Project System

Transaction	Function
CLM1	Create Claim
CLM2	Change Claim
CLM3	Display Claim
CLM10	Claim Overview
CLM11	Claim Hierarchy

Collaboration

Technical name: SAP_PS_CEP

Tasks

You can use the transactions for this role to depict business process between your business and external business partners (producers, sub-suppliers) based on the Internet.

The aim is efficient information and knowledge transfer between a person responsible for a project in your business and external partners, within the framework of a joint project. With the help of Collaborative Engineering and Project Management you can make project structures, product structures, and documents from the R/3 System that are relevant to the joint project available over the Internet to selected participants. The change objects or comments are sent back to you for you to check and return to the R/3 System.

Activities in the Project System

Transaction	Function
CMWO	CEP: Configuration Management
CEP_R3_MON	CEP: Monitoring
CEO1	CEP: Display Folder
CEO2	CEP: Transfer Folder
CEO3	CEP: Check Folder

Executing Controlling Reports

Technical name: SAP_PS_EXECUTE_CO_REPORTS

Task

You can use the transactions for this role to execute hierarchy reports and cost element reports.

Activities in the Project System

Transaction	Function
CJE0	Execute Report: Hierarchy Report
CJEB	Execute Report: Hierarchy Report in Background
GR55	Execute Report: Cost Element Report

Displaying Documents

Tasks

You can use the transactions for this role to display texts and documents for a project and its objects.

Activities in the Project System

Transaction	Function
CN05	Display Project Texts
CV03N	Document Management: Display Documents

Integration

See also:

Maintaining and Displaying Documents

Maintaining and Displaying Documents

Technical name:

Tasks

You can use the transactions for this role to maintain and display texts and documents for a project and its objects, and to conduct targeted document searches using a search engine.

Activities in the Project System

Transaction	Function
CN04	Edit Project Texts
CN05	Display Project Texts
CV01N	Document Management: Create Documents
CV02N	Document Management: Change Documents
CV03N	Document Management: Display Documents
CV04N	Document Management: Find Documents

Integration

See also:

Displaying Documents

Line Item Reports

Technical name: SAP_PS_REP_LINE_ITEM

Tasks

You can use the transactions for this role to display line item reports.

Activities in the Project System

Transaction	Function
CJI3	Actual Costs/Revenues
CJI5	Commitments
CJI4	Planned Costs/Revenues
CJIB	Budget
CJIA	Actual Payments/Payment Commitments
CJI9	Hierarchical Cost/Revenue Planning
CJIC	Display Project Settlement Line Items
CJID	Display Project Settlement Line Items

Integration

See also:

Executing Controlling Reports

Executing Controlling Reports

Technical name: SAP_PS_EXECUTE_CO_REPORTS

Task

You can use the transactions for this role to execute hierarchy reports and cost element reports.

Activities in the Project System

Transaction	Function
CJE0	Execute Report: Hierarchy Report
CJEB	Execute Report: Hierarchy Report in Background
GR55	Execute Report: Cost Element Report

Reports on Revenues and Earnings

Technical name: SAP_PS_REP_REVENUES

Tasks

You can use the transactions for this role to display reports on revenues and earnings.

Activities in the Project System

Transaction	Function
S_ALR_87013562	Annual Overview
S_ALR_87013563	Structure
S_ALR_87013564	Plan/Actual/Variance
S_ALR_87013566	Actual Contribution Margin
S_ALR_87013567	Quotation/Order/Plan/Actual
S_ALR_87013568	Project Result
S_ALR_87013569	Incoming Orders/Orders on Hand
S_ALR_87013570	Actual/Plan/Absolute Variance/% Variance %
S_ALR_87013571	Actual - Plan- Comparison per Period
S_ALR_87013572	Project Result

Progress Determination

Technical name: SAP_PS_PROGRESS

Tasks

You can use the transactions for this role to determine the progress values for your project(s).

Activities in the Project System

Transaction	Function
CNE1	Progress Determination: Individual Processing
CNE2	Progress Determination: Collective Processing

Overall CO Planning for Projects

Technical name: SAP_PS_OVERALL_CO_PLAN_PROJ

Tasks

You can use the transactions for this role to manually plan costs and revenues in the work breakdown structure. You can have the system calculate plan values in the network, or you can copy existing planning and use that as a template for fresh planning.

Activities in the Project System

Transaction	Function
CJ40	Change Overall Costs in the WBS
CJ41	Display Overall Costs in the WBS
CJ42	Change Revenues in the WBS
CJ43	Display Revenues in the WBS
CJ9K	Network Costing
CJ9FS	Copy Planning

Progress Information System

Technical name: SAP_PS_REP_PROGRESS

Tasks

You can use the transactions for this role to display progress analysis reports.

Activities in the Project System

Transaction	Function
CNE5	Progress Analysis: Structure Overview
S_ALR_87015124	Progress Analysis: Project Hierarchy
S_ALR_87015124	Progress Analysis: Detail
CNMT	Milestone Trend Analysis

Integration

See also:

Progress Determination

Materials Information System

Technical name: SAP_PS_REP_MATERIAL

Tasks

You can use the transactions for this role to display reports about materials

Activities in the Project System

Transaction	Function
S_ALR_87015076	Material Components
MD04	Requirements/Inventory
CO24	Missing Parts
MD09	Pegged Requirements
MD4C	Order Report
MB25	Reservations
S_ALR_870156067	Planned Orders
ME3K	Outline Agreements
MBBS	Valuated Project Stock
ME5J	Purchase Requisitions for Project
ME5K	Purchase Requisitions for Account Assignment
ME2J	Purchasing Documents for Project
ME2K	Purchase Orders for Account Assignment

Structure Information System

Technical name: SAP_PS_REP_STRUCT

Tasks

You can use the transactions in this role to evaluate your project structure flexibly, per various criteria.

Activities in the Project System

Transaction	Function
CN41	Structure Overview
S_ALR_87015065	Individual Overview: Project Definition
S_ALR_87015066	Individual Overview: WBS Elements
S_ALR_87015069	Individual Overview: Networks
S_ALR_87015070	Individual Overview: Activities
S_ALR_87015068	Individual Overview: Orders
S_ALR_87015077	Individual Overview: Sales Documents
S_ALR_87015078	Individual Overview: Sales Document Items
S_ALR_87015072	Individual Overview: Relationships
S_ALR_87015073	Individual Overview: Milestones
CF16	On Materials
CF17	On Document
CF15	On PRT Master
CF18	On Equipment
CN60	On Project/Network

Information System Tools

Technical name: SAP_PS_REP_TOOLS

Tasks

You can use the transactions for this role to create and edit report forms in the Report Painter, and execute inheritance runs, to draw data from the system for, among other things, the Executive Information System (EIS).

Activities in the Project System

Transaction	Function
CJE4	Hierarchy Reports: Create Form
CJE5	Hierarchy Reports: Change Form
CJE6	Hierarchy Reports: Display Form
CJE1	Hierarchy Reports: Create
CJE2	Hierarchy Reports: Change
CJE3	Hierarchy Reports: Display
CJE0	Hierarchy Reports: Execute
GRR1	Cost Element Reports: Create Report Painter Report
GRR2	Cost Element Reports: Change Report Painter Report
GRR3	Cost Element Reports: Display Report Painter Report
GRR4	Cost Element Reports: Delete Report Painter Report
CJH1	Summarization: Inheritance
CJH2	Summarization: Inheritance Evaluation
KKRC	Summarization: Summarization
KKR0	Summarization: Hierarchy
CJSA	Data Transfer to EIS

Actual Payments in Projects

Technical name: SAP_PS_PAYMENTS_PLAN

Tasks

You can use the transactions for this role to transfer actual payments and display the transfers.

Activities in the Project System

Transaction	Function
FMWA	Create Funds Transfer
FMWC	Display Funds Transfer

Project Year-End Closing

Technical name: SAP_PS_PROJ_YEAREND

Tasks

You can use the transactions for this role as part of the fiscal year-end closing to carry forward commitment values that are still open into the first period of the next fiscal year, and to carry forward unused project budgets to that fiscal year.

Activities in the Project System

Transaction	Function
CJCF	Carry Forward Commitment
CJCO	Carry Forward Budget

Cost Reports

Technical name: SAP_PS_REP_COSTS

Tasks

You can use the transactions for this role to display all cost reports.

Activities in the Project System

Transaction	Function
S_ALR_87013532	Plan/Actual/Variance
S_ALR_87013533	Plan/Actual/Commitment/Remaining Plan/Assigned
S_ALR_87013538	Project Version Comparison: Actual/Plan
S_ALR_87100185	Actual Costs per Month, Current Fiscal Year
S_ALR_87100188	Actual Costs: Aggregated
S_ALR_87100189	Actual/Planned Time Series
S_ALR_87100190	Actual/Plan/Variance per Project and Person Responsible
S_ALR_87013540	Forecast
S_ALR_87013541	Project Interest: Plan/Actual
S_ALR_87013542	Actual/Commitment/Total/Plan in Controlling Area Currency
S_ALR_87013543	Actual/Plan/Absolute Variance/% Variance %
S_ALR_87013544	Actual - Plan- Comparison per Period
S_ALR_87013545	Actual: Period Comparison
S_ALR_87013546	Commitments: Period Comparison
S_ALR_87013547	Plan: Period Comparison
S_ALR_87013548	Statistical Key Figures/Periods
S_ALR_87013549	Actual - Plan- Comparison, with Partner
S_ALR_87013555	Project Result
S_ALR_87013556	Funds Overview
S_ALR_87013558	Plan/Actual/Commitment/Remaining Plan/Assigned

Integration

See also:

Executing Controlling Reports

Line Item Reports

Mass Changes

Technical name: SAP_PS_MASS_CHANGE

Tasks

You can use the transactions for this role to execute mass changes for projects and evaluate them in the log.

Activities in the Project System

Transaction	Function
CNMASS	Execute Mass Changes
CNMASSPROT	Mass Changes: Log

Materials in Projects

Technical name: SAP_PS_MATERIAL

Tasks

You can use the transactions for this role to plan and monitor project material requirements and costs, and to regulate and schedule the flow of materials.

Activities in the Project System

Transaction	Function
MM01	Create Material
MM02	Change Material
MM03	Display Material
CN33	BOM Transfer
MD51	Project Material Requirements Planning
MD50	Sales Order Material Requirements Planning
MD4C	Order Report
CO46	Order Progress Report
CO24	Backlog Processing: Missing Parts Information System
CO06	Backlog Processing: Materials
V_RA	Backlog Processing: Sales Orders
MDUP	Sales Order/Material Assignment: Edit
MDUS	Sales Order/Material Assignment: Display
CNL1	Create Delivery Information
CNL2	Change Delivery Information
CNL3	Display Delivery Information
CNSO	Delivery from Project

Displaying Materials in Projects

Technical name: SAP_PS_MATERIAL_DISPL

Tasks

You can use the transactions for this role to display project material requirements and costs.

Activities in the Project System

Transaction	Function
MM03	Display Material Master Data
MD4C	Order Report
CO46	Order Progress Report
S_ALR_87015076	Material Components

Project Funds Commitments

Technical name: SAP_PS_FUNDS_COMMITMENT

Tasks

You can use the transactions for this role to enter expected costs or revenues, even at an early stage when you do not know which transaction (purchase order, material reservation, and so on) will actually cause them. This enables you to reserve portions of the budget early.

Activities in the Project System

Transaction	Function
FMZ1	Create Funds Commitment
FMZ2	Change Funds Commitment
FMZ3	Display Funds Commitment
FMZ6	Reduce Funds Commitment

Project Period-End Closing: Individual Processing

Technical name: SAP_PS_PEREND_PROJ_IND

Tasks

You can use the transactions for this role as part of period-end closing to carry out period-related commercial transactions for each project individually. You thus ensure that, on the one hand, all the data belonging to a project can be determined and, on the other, that the data is available to your company's management.

Activities in the Project System

Transaction	Function
CJB2	Settlement Rule: Individual Processing
PSW5	Periodic Repostings
CPTK	Template Allocation: Individual Processing
CJN1	Revaluation at Actual Prices: Individual Processing
CJ08	Overhead: Individual Commitment Processing
CJ44	Actual Overhead Calculation: Individual Processing
CJZ2	Interest Calculation: Individual Processing
CJ9L	Cost Forecast: Individual Processing
CJA2	Incoming Orders: Individual Processing
CJ88	Settlement: Individual Processing
CJIC	Settlement: Investment Project Line Items
KKA0P	Change Cutoff Period for Planned Results Analysis
KKA2	Execute Results Analysis: Individual Processing
KKA2P	Execute Planned Results Analysis: Individual Processing

Integration

See also:

Period-End Closing: Collective Processing

Period-End Closing: Collective Processing

Technical name: SAP_PS_PEREND_PROJ_COLL

Tasks

You can use the transactions for this role as part of period-end closing to carry out period-related commercial transactions for several projects simultaneously. You thus ensure that, on the one hand, all the data belonging to a project can be determined and, on the other, that the data is available to your company's management.

Activities in the Project System

Transaction	Function
CJB1	Settlement Rule: Collective Processing
PSW5	Periodic Reposting
CPTL	Template Allocation: Collective Processing
CJN2	Revaluation at Actual Prices: Collective Processing
CJ09	Commitment Overhead Calculation: Collective Processing
CJ45	Actual Overhead Calculation: Collective Processing
CJZ1	Interest Calculation: Collective Processing
CJ9M	Cost Forecast: Collective Processing
CJC1	Results Analysis: Check Status Validity Date
CJA1	Incoming Orders: Collective Processing
CJ8G	Settlement: Collective Processing
KKAJ	Execute Results Analysis: Collective Processing
KKAJP	Execute Results Analysis: Collective Processing

Integration

See also:

Project Period-End Closing: Individual Processing

Project Periodic CO Planning

Technical name: SAP_PS_PER_CO_PLAN_PROJ

Tasks

You can use these transactions to determine all the plan data to be taken into account for a period, and to compile project plan data for enterprise controlling purposes.

Activities in the Project System

Transaction	Function
KP04	Set Planner Profile
CJR2	Change Costs/Activity Inputs
CJR3	Display Costs/Activity Inputs
KSWB	Periodic Reposting
CJ9BS	Copy Project Planning
CJ9CS	Projects: Copy Actual to Plan
CPUL	Template Allocation: Collective Processing
CJ47	Overhead: Collective Processing
CJZ5	Interest Calculation: Collective Processing
CJC2	Results Analysis: Plan Status Changes
CJ9G	Settlement: Collective Processing
CJS2	Change Statistical Key Figures (WBS Element)
CJS3	Display Statistical Key Figures (WBS Element)
CJK2	Change Statistical Key Figures (Network)
CJK3	Display Statistical Key Figures (Network)

Evaluating Human Resources

Technical name: SAP_PS_PERS_RES_EVAL

Tasks

You can use the transaction for this role to evaluate human resources.

Activities in the Project System

Transaction	Function
CMP9	Workforce Planning - Reporting

Planning Human Resources

Technical name: SAP_PS_PERS_RES_PLAN

Tasks

You can use the transactions for this role to display reports on human resources, in a project view and a work center view.

Activities in the Project System

Transaction	Function
CMP2	Workforce Planning: Selection Project View
CMP3	Workforce Planning: Work Center View

Planned Payments

Technical name: SAP_PS_PAYMENTS_PLAN

Tasks

You can use the transactions for this role to plan revenues and expenditures in one or more WBS elements, and to display the planned payments.

Activities in the Project System

Transaction	Function
CJ48	Payments in the WBS: Change
CJ49	Payments in WBS: Display

Project Budgeting

Technical name: SAP_PS_BUDGET_PROJ

Tasks

You can use the transactions for this role to execute budgeting and availability control for your project.

Activities in the Project System

Transaction	Function
CJ30	Create Original Budget
CJ31	Display Original Budget
CJ37	Budget Supplement: Within Project
CJ36	Budget Supplement: To Project
CJ38	Budget Return: Within Project
CJ35	Budget Return: From Project
CJ32	Change Budget Release
CJ33	Display Budget Release
CJ3a	Change Budget Document
CJ3b	Display Budget Document
CJBV	Budget: Activate Availability Control
CJBW	Budget: Deactivate Availability Control
OPSX	Budget: Reset "Budgeted" Status
CJ34	Budget Transfer

Maintaining and Displaying Project Structures

Technical name: SAP_PS_STRUCT

Tasks

You use the transactions for this role to maintain the structures for your project. A clear project structure is the foundation of successful project planning, monitoring, and control.

Activities in the Project System

Transaction	Function
CJ20N	Project Builder
CJ27	Project Planning Board: Create Project
CJ2B	Project Planning Board: Change Project
CJ2C	Project Planning Board: Display Project
CJ2D	Structure Planning: Create Project
CJ20	Structure Planning: Change Project
CJ2A	Structure Planning: Display Project
CJV1	Create Simulation
CJV2	Change Simulation
CJV3	Display Simulation
CJV5	Delete Simulation
CJV7	Simulation: Logs
CN60	Change Documents: On Project/Network
CJ01	Work Breakdown Structure: Create
CJ02	Work Breakdown Structure: Change
CJ03	Work Breakdown Structure: Display
CN21	Network: Create
CN22	Network: Change
CN23	Network: Display

Display Project Structures

Technical name: SAP_PS_STRUCT_DISPL

Tasks

You can use the transactions for this role to display the structures of your project. A clear project structure is the foundation of successful project planning, monitoring, and control.

Activities in the Project System

Transaction	Function
CJ20N	Project Builder
CJ2C	Project Planning Board: Display Project
CJ2A	Structure Planning: Display Project
CJV3	Display Simulation
CJ03	Display Work Breakdown Structure
CN23	Display Network
CJ13	Display WBS Element
KJH3	Display WBS Element Group

PS Input: Line Manager Generic Role

Technical name: SAP_PS_LINE_MANAGER

Tasks

Activities in the Project System

Transaction	Function
CNR3	Work Center: Display Master Record
CR13	Work Center: Display Capacity
CMP3	Workforce Planning: Work Center View
CMP9	Workforce Planning - Reporting
CM01	Capacity Evaluation, Work Center View

Confirmations

Technical name: SAP_PS_CONFIRM

Tasks

Here, you can enter and process confirmations for activities and activity elements.

Activities in the Project System

Transaction	Function
CN25	Create Network Confirmation (Individual Processing)
CN28	Display Network Confirmation (Individual Processing)
CN29	Cancel Network Confirmation (Individual Processing)
CN27	Collective Confirmation Processing
CAT2	Timesheet: Enter Times
CAT3	Timesheet: Display Times

Maintaining Work Center Master Data

Technical name: SAP_PS_BASIC_WRKPL

Tasks

You use the transactions for these roles to maintain the master data for work centers.

Activities in the Project System

Transaction	Function
CNR1	Work Center: Create Master Record
CNR2	Work Center: Change Master Record
CR11	Work Center: Create Capacity
CR12	Work Center: Change Capacity
CR21	Work Center: Create Hierarchy
CR22	Work Center: Change Hierarchy

Displaying Work Center Master Data

Technical name: SAP_PS_BASIC_WRKPL_DISPL

Tasks

You can use the transactions for this role to display the work center master data.

Activities in the Project System

Transaction	Function
CNR3	Work Center: Display Master Record
CR13	Work Center: Display Capacity
CR23	Work Center: Display Hierarchy
CR05	Evaluation - Work Center List
CR06	Evaluation - Cost Center Assignment
CR07	Evaluation - Work Center Capacity
CR08	Evaluation - Work Center Hierarchy
CR10	Evaluation - Change Documents
CA83	Where-Used - Work Center
CR15	Where-Used - Capacity
OP4A	Available Capacity - Shift Program
OP03	Available Capacity - Factory Calendar

Displaying Standard Structures

Technical name: SAP_PS_STD_STRUCT_DISPL

Tasks

You can use the transactions for this role to display the standard structures of your project.

Activities in the Project System

Transaction	Function
CJ93	Display Standard WBS
CN03	Display Standard Network
CN13	Display Standard Milestones

Integration

See also:

Maintaining and Displaying Project Structures

Maintaining Standard Structures

Technical name: SAP_PS_STD_STRUCT

Tasks

You use the transactions for these roles to maintain the standard structures for your project.

Activities in the Project System

Transaction	Function
CJ91	Standard WBS: Create
CJ92	Standard WBS: Change
CJ93	Standard WBS: Display
CN01	Standard Network: Create
CN02	Standard Network: Change
CN03	Display Standard Network
CN98	Delete Standard Network
CU41	Standard Network Configuration Profile: Create
CU42	Standard Network Configuration Profile: Change
CU43	Standard Network Configuration Profile: Create
CA88	Replace Work Center
CA78	Replace PRT
CN11	Standard Milestone: Create
CN12	Standard Milestone: Change
CN13	Standard Milestone: Display
CN08	Network Parameters from Sales Order: Edit
CN09	Network Parameters from Sales Order: Display
CA83	Where-Used Lists: Standard Networks for Work Center
CA73	Where-Used Lists: Standard Networks for PRT
CJCS	Change Documents: For Standard WBS
CN61	Change Documents: For Standard Network

Integration

See also:

Displaying Standard Structures

Maintaining and Displaying Project Structures

Maintaining Dates in Projects

Technical name: SAP_PS_DATES

Tasks

You use the transactions for these roles to maintain dates in your project.

Activities in the Project System

Transaction	Function
CJ2B	Project Planning Board: Change Project
CJ2C	Project Planning Board: Display Project
CJ21	Change Basic Dates
CJ22	Display Basic Dates
CJ25	Change WBS Dates
CJ26	Display WBS Dates
CJ23	Change Forecast Dates
CJ24	Display Forecast Dates
CN24	Overall Network Scheduling
CJ29	Project Scheduling

Displaying Dates in Projects

Technical name: SAP_PS_DATES_DISPLAY

Tasks

You can use the transactions for this role to display all the dates in the work breakdown structure.

Activities in the Project System

Transaction	Function
CJ26	Display WBS Dates
CJ22	Display Basic Dates
CJ24	Display Forecast Dates
CJ2C	Project Planning Board: Display Project

Monitoring Dates for Materials

Technical name: SAP_PS_MONITOR_MAT_DATES

Tasks

You can use the transaction for this role to monitor dates for materials.

Activities in the Project System

Transaction	Function
NWTM	Monitoring Dates

Actual Transfer Prices

Technical name: SAP_PS_TRANSFER_PRICE_ACTUAL

Tasks

You can use the transactions for this role to allocate a transfer price from a transfer price agreement, so that actual revenues are posted in the sender and actual costs in the receiver. You can also display the transfer price allocation and cancel it.

Activities in the Project System

Transaction	Function
CJG4	Transfer Price Allocation: Enter Using List
CJG3	Transfer Price Allocation: Display
CJG5	Transfer Price Allocation: Cancel

Integration

See also:

Planned Transfer Prices

Planned Transfer Prices

Technical name: SAP_PS_TRANSFER_PRICE_PLAN

Tasks

You can use the transactions for this role to agree a transfer price for the rendering of a particular service between two WBS elements, display, and change the agreement.

Activities in the Project System

Transaction	Function
CJF1	Transfer Price Agreement: Create
CJF2	Transfer Price Agreement: Change
CJF3	Transfer Price Agreement: Display
CJF4	Transfer Price Agreement: Change Using List

Integration

See also:

Actual Transfer Prices

Summarized Cost Reports

Einzelpostenberichte

Technical name: SAP_PS_REP_COST_SUMMARIZ

Tasks

You can use the transactions for this role to combine a number of projects with like characteristics, thereby effecting more efficient project control. This enables you to carry out analyses that allow for clearer costs at higher level, such as project manager level.

Activities in the Project System

Transaction	Function
S_ALR_87013576	Summarization Overview: Project Hierarchies
S_ALR_87013577	Summarization: Costs/Revenues/Expenditures/Receipts
S_ALR_87013578	Plan/Actual/Variance
S_ALR_87013579	Plan/Actual/Commitment
S_ALR_87013580	Actual/Plan/Variance
S_ALR_87013581	Actual/Plan/Commitment
S_ALR_87013582	Current/Cumulative/Total
S_ALR_87013583	Budget/Actual/Variance
S_ALR_87013584	Budget/Actual/Commitment
S_ALR_87013585	Plan/Actual/Variance
S_ALR_87013587	Actual Contribution Margin
S_ALR_87013588	Order Result
S_ALR_87013589	Actual/Plan/Variance
S_ALR_87013590	Current/Cumulative/Total
S_ALR_87013591	Payment Summarization: Overview

Integration

See also:

Executing Controlling Reports

Line Item Reports

Cost Reports

Calculating the Sales Price

Technical name: SAP_PS_SALES_PRICING

Tasks

You can use the transaction in this role to calculate the sales price for a customer inquiry re a product or service, and save the result in a document. You can carry out as many sales pricings as you want, and compare them.

If required, you can also create a detailed quotation for a project-assigned customer inquiry, based on project planning in the SD application component. You can use a billing plan to record the sales price calculated as planned revenue in the project.

Activities in the Project System

Transaction	Function
DP81	Sales Pricing

Allocation Templates

Technical name: SAP_PS_MODEL_PROJ

Tasks

You can use the transactions for this role to carry out template-allocation to allocate overhead costs. Costs are not simply allocated, but the quantities used by the relevant receiver object are determined. The costs are calculated by the valuing quanti ti es at a rate.

Activities in the Project System

Transaction	Function
S_ALR_87004530	Create Selection Variants for Collective Processing
S_ALR_87005496	Stipulate Reposting Cycles
S_ALR_87007996	Maintain Templates
OKG1	Stipulate Capitalization Percentage Rates
S_ALR_87005128	Copying Costs and Revenues: Create Plan Version
S_ALR_87004530	Allocation: Create Selection Variants for Collective Processing
S_ALR_87005459	Allocation: Define Percentage Overhead
S_ALR_87005456	Allocation: Define Quantity-Based Overhead
KKE1	Base Object Costing: Create
KKE2	Base Object Costing: Change
KKE3	Base Object Costing: Display

Template ( CO) --

Controlling (CO)

A dynamic allocation tool that uses functions and formulas to calculate numerical values and the values of Boolean expressions (true or false).

This tool is used for various purposes such as sender-receiver allocations and as an aid for formula planning. Instead of preassigned allocation data, the template uses a generic description for any data (such as the sender object, quantities, and costs). Since this data is not known at the time the template allocation is performed, it is determined dynamically when the values are calculated.

Payment Reports

Technical name: SAP_PS_REP_PAYMENTS

Tasks

The system uses the transactions in this role to represent the value flow of project-related payment data in a single project, in partial projects, or across projects according to hierarchical points of view.

Activities in the Project System

Transaction	Function
S_ALR_87100191	Payments: Receipts/Expenditures for a Fiscal Year
KSB5	Document Display: Actual Costs/Revenues
CJ3B	Document Display: Budget
CJIG	Document Display: Payments
S_ALR_87013573	Payments: Receipts/Expenditures for all Projects
S_ALR_87013575	Payments: Receipts
S_ALR_87013574	Payments: Expenditures

Payment Transfer for Project Period-End Closing

Technical name: SAP_PS_PEREND_PROJ_PAYMENT

Tasks

The system uses the transaction for this role to record partial payments and payments that reference invoices in Project Cash Management. You use the payment transfer facility to display cleared invoices under the value type "Payment" in Project Cash Management and to record partial payments and remaining items that reference projects in Project Cash Management.

Activities in the Project System

Transaction	Function
CJFN	Payment Transfer

Integration

See also:

Payment Reports

Payment Reports

Technical name: SAP_PS_REP_PAYMENTS

Tasks

The system uses the transactions in this role to represent the value flow of project-related payment data in a single project, in partial projects, or across projects according to hierarchical points of view.

Activities in the Project System

Transaction	Function
S_ALR_87100191	Payments: Receipts/Expenditures for a Fiscal Year
KSB5	Document Display: Actual Costs/Revenues
CJ3B	Document Display: Budget
CJIG	Document Display: Payments
S_ALR_87013573	Payments: Receipts/Expenditures for all Projects
S_ALR_87013575	Payments: Receipts
S_ALR_87013574	Payments: Expenditures

Summarized Cost Reports

Einzelpostenberichte

Technical name: SAP_PS_REP_COST_SUMMARIZ

Tasks

You can use the transactions for this role to combine a number of projects with like characteristics, thereby effecting more efficient project control. This enables you to carry out analyses that allow for clearer costs at higher level, such as project manager level.

Activities in the Project System

Transaction	Function
S_ALR_87013576	Summarization Overview: Project Hierarchies
S_ALR_87013577	Summarization: Costs/Revenues/Expenditures/Receipts
S_ALR_87013578	Plan/Actual/Variance
S_ALR_87013579	Plan/Actual/Commitment
S_ALR_87013580	Actual/Plan/Variance
S_ALR_87013581	Actual/Plan/Commitment
S_ALR_87013582	Current/Cumulative/Total
S_ALR_87013583	Budget/Actual/Variance
S_ALR_87013584	Budget/Actual/Commitment
S_ALR_87013585	Plan/Actual/Variance
S_ALR_87013587	Actual Contribution Margin
S_ALR_87013588	Order Result
S_ALR_87013589	Actual/Plan/Variance
S_ALR_87013590	Current/Cumulative/Total
S_ALR_87013591	Payment Summarization: Overview

Integration

See also:

Executing Controlling Reports

Line Item Reports

Cost Reports.

SAP PS CONFIGURATION SYLLABUS AND DETAILS

InvestmentManagement configuration

Þ Define Program Types

Þ DefineUser Fields

Þ SpecifyStatus Profile&Assign to Program type

Þ GenerateInvestment Program from Profit center&Cost centerhierarchy

Þ MaintainingPlanning&Budget Profile&assigning it to Program type

Þ Maintainingappropriation request types

Þ SpecifyingSpecial symbols for appropriation request number

Þ Maintainingcoding masks for appropriation request number

Þ ConfiguringInternal orders as Investment measures

Þ DefiningTolerance limits for availability control

Þ Configuringprojects as Investment measures

ProjectSystem Configuration

Þ DefineProject Profile

Þ Define Investment Profile

Þ MaintainBudget Profile

Þ DefiningSpecial Characters for Projects and Project coding mask

Þ Creating Project type for WBSelements

Þ Creating user defined fields for WBSelements

Þ Maintainingsubstitution rule

Þ Maintainingnetwork types and its parameters

Þ Maintainingnetwork profiles

Þ DefiningMilestone usage

Þ DefiningTime profiles for Project planning board

Þ Definingprofiles for the project planning board

Þ DefiningValue categories

Þ Maintainingbudget profile

Þ Creatingsettlement profile&specifying default profile in projectdefinition

Þ Definingstrategies for determining settlement rules

Þ Assigningstrategies and default rules to network types

Þ Specifydefault settlement profiles for networks

Þ Definingparameters for Availability check

Þ Definingconfirmation parameters

Investment Management configuration

Define Program Types

Define User Fields

Specify Status Profile & Assign to Program type

Generate Investment Program from Profit center & Cost center hierarchy

Maintaining Planning & Budget Profile & assigning it to Program type

Maintaining appropriation request types

Specifying Special symbols for appropriation request number

Maintaining coding masks for appropriation request number

Configuring Internal orders as Investment measures

Defining Tolerance limits for availability control

Configuring projects as Investment measures

Project System Configuration

Define Project Profile

Define Investment Profile

Maintain Budget Profile

Defining Special Characters for Projects and Project coding mask

Creating Project type for WBS elements

Creating user defined fields for WBS elements

Maintaining substitution rule

Maintaining network types and its parameters

Maintaining network profiles

Defining Milestone usage

Defining Time profiles for Project planning board

Defining profiles for the project planning board

Defining Value categories

Maintaining budget profile

Creating settlement profile & specifying default profile in

Project definition

Defining strategies for determining settlement rules

Assigning strategies and default rules to network types

Specify default settlement profiles for networks

Defining parameters for Availability check

Defining confirmation parameters

Project Systems (PS)

End-to-end Project Management-environments developed from SAP WBS-elements and networks. Specialty solutions include – user status settings, project version control, CATS (Cross Application Time Sheet), resource related quote and billing tie in with SD. Provided: BPR, configuration as well as requirements definition for specialty ABAP/4 reports and outputs.

SAP Project System (PS) - SD integrations:

The PS SD Integration is mainly for the customer projects.

System will generate projects/network during creation of sales order.

Your sales order value will go to PS as planned revenue.
When you do billing in sales order you will get actual revenue in the project.
When the milestone is achieved or confirmation of the network activity, billing block will be removed in your sales order for billing.

Also the DIP profile is another area to check out in PS-SD. The idea is to use this in Resource Related Billing scenarios. It’s a very interesting feature that has been introduced in 4.6C onwards. This enables you to select at various levels (like Cost element etc) how the billing needs to be done.

Use the following path for DIP profile configuration.

SPRO-Project Systems-Revenues and Earnings-Integration with SD Documents-Create Quotations and Project Billing-Maintain Profiles for Quotations & Billing.

The order should be project order. (PS1). In the material master strategy group should be 85 (tab MRP 3) also put item category group as 0005 (tab Sales Org.2)

First to create standard wbs and network as per project requirement. Please also attach mile stones for billing plan. attach the material to the network with the tcode cn08.

to create the sales order with the material then project will be created in the back ground, the sales order number and project number will be the same.

The revenue planning will be done automatically, only we need to plan the cost. Any changes in the sales order will effect the project and vise versa.

Additional:

1. During inquiry you can enter your WBS element, and do your project planning cost and after that become your estimate price send to customer thru quotation.
2. If you use variant configuration, you determine activity and component for your project from sales order variant.
3. You can run availability check based on project planning to check you can deliver on time.

If there is down payment request on your project please post the down payment request by tcode F-29. Once the full payment is received please clear the down payment by tcode F-39.

To find PS1 document type in transaction VOV8?

If you have IDES, pls. copy the settings of PS1 (which is available in IDES) into development as ZPS1.

The details of CO settings for PS - SD integration

The CO Setting is: -

Maintain Assignment of SD-Conditions to CO-PA Value Fields

Controlling > Profitability Analysis > Flows of Actual Values > Transfer of Billing Documents > Assign Value Fields (KE4I)

Assign Sales Orders to Project Account
This section describes which standard settings and values must exist in Customizing for you to be able to assign a sales document (customer quotation or sales order) to a WBS element manually.

The settings you need to line projects and sales documents manually are prescribed by SAP. If you use these standard settings, you do not need to make any additional settings in Customizing.

Strategy Groups

SAP has predefined strategy group 21 (with strategy 21) for the link between sales documents and projects.

Notes:

If you do not maintain the strategy group for the material in the sales and distribution document item, you cannot assign that item to a WBS element.

Alternatively, you can assign the strategy group to a material using MRP group 0021 (also predefined).

Requirements Classes

SAP has predefined requirements class 80 with account assignment category D (assignment to WBS element) for the link between projects and sales and distribution documents. Requirements class 80 is assigned to strategy 21 using requirements type KP (also predefined).

Recommendation

do not change the standard settings supplied by SAP.

You need to set the SD/PS Assignment indicator on the control tab page of the standard project definition, for PS-SD integration, assembly processing.

During inquiry you can enter your WBS element, and do your project planning cost and after that become your estimate price send to customer thru quotation.

To ensure a one-to-one match between the project and its related sales document, the number of the standard WBS element should always be longer than ten characters.

Some more steps related to IDES data...

1).Requirement class 80 and requirement type KP.(Tcode OVZH)

2). Maintain the above in strategy 85 in planning strategy in SPRO.

3). Maintain requirement type and class for item category in VV07.

3) Create standard templates thru CJ91 and CN01.

4).Create materials thru MM01 and select material type as KMAT and strategy group 85 as defined above and maintain item category as u have maintained in spro.

5).Assign materials to network and WbS thru CN08.

With currency with PS and SD?

We have ATO process and have some issue with USD and CAD currency with PS andSD

we are using a group currency in the controlling area (type 30 set as USD). In addition we have object currency turned on for the Controlling Area so we have company currency in parallel for each company assigned to the controlling area. Within CO everything is working fine, the issue appears to be when the CO-PS planned amount is passed to the sales order EK01 condition. In this case, CO-PS has both object currency and controlling area currency but it uses the controlling area currency as the amount passed to the sales order.