User Training Manual - PS - TP - End User V1.2

BSNL
User Manual
Project System
Transmission Projects
Reference Business Process No.-BSNL_BBP_PS_TP
Version:1.2
25.03.2011
User Manual:Title:Module Name:Business Process:-
PS_UTM_TP_01
Project System
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
The document has been prepared to be used by the following stake-holders:
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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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
Knowledge of navigating SAP systems

Basic knowledge of project management
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:
Upload and Review RTPC MOM in SAP System

Use work breakdown structures, activities, and networks to structure projects
Discuss aspects of planning dates, resources, materials, costs, and revenues
Name the functions used for budgeting
Explain aspects and processes used for executing projects
Explain various period-end closing activities in Project Management
Use reporting options for monitoring project data
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Table of Contents
1.
UPLOAD AND READ RTPC MOM ........................................................................................................ 6
2.
SEARCH THE PROJECT LIST ON THE BASIS OF SELECTION CRITERIA ................................. 10
3.
CREATE OPERATIVE PROJECT DEFINITION & WBS .................................................................... 13
4.
SEND WBS ELEMENT FOR DETAILING / SURVEY USING NOTE SHEET ................................. 24
5.
READ NOTE SHEET RECEIVED IN THE SAP INBOX ..................................................................... 25
6.
CREATE & ASSIGN SURVEY REPORT TO THE PROJECT ............................................................ 26
7.
CREATE & ASSIGN PROJECT RELATED DRAWINGS TO THE PROJECT ................................. 28
8.
APPROVE / RELEASE PROJECT RELATED DRAWINGS................................................................ 32
9.
UPDATE THE WBS STATUS TO SURVEY DONE. ........................................................................... 34
10.
SEND WBS FOR SURVEY APPROVAL TO COMPETENT AUTHORITY...................................... 35
11.
RELEASE SURVEY REPORT FOR THE PROJECT ............................................................................. 41
12.
UPDATE THE WBS STATUS TO SURVEY APPROVED (SRVA) .................................................... 44
13.
CREATE PROJECT CUM DETAILED ESTIMATE ............................................................................. 46
14.
ASSIGN INTERNAL ACTIVITY ........................................................................................................... 48
15.
ASSIGN MATERIAL TO AN INTERNAL ACTIVITY ....................................................................... 49
16.
ASSIGN & EXPLODE BILL OF MATERIALS ..................................................................................... 52
17.
ASSIGN SERVICE ACTIVITY .............................................................................................................. 56
18.
ASSIGN GENERAL COST ACTIVITY ................................................................................................. 58
19.
DEFINE RELATIONSHIP BETWEEN ACTIVITIES ........................................................................... 59
20.
ATTACH MILESTONE TO AN ACTIVITY ......................................................................................... 61
21.
ATTACH MILESTONE TO A WBS ELEMENT ................................................................................... 63
22.
PROJECT SCHEDULING ....................................................................................................................... 64
23.
UPDATE THE WBS STATUS TO PE CUM DE CREATED ................................................................ 66
24. SEND WBS FOR PE CUM DE APPROVAL TO COMPETENT AUTHORITY USING NOTE
SHEET ................................................................................................................................................................ 67
25.
READ NOTE SHEET RECEIVED IN THE SAP INBOX ..................................................................... 69
26.
REVIEW PROJECT ESTIMATE ............................................................................................................. 70
27.
UPDATE THE WBS STATUS TO PE CUM DE CONCURRED (PEFI) ............................................. 71
28.
UPDATE THE WBS STATUS TO PE CUM DE APPROVED............................................................. 72
29.
VIEW APPROVED PE/DE/RE PDF DOCUMENTS ............................................................................ 73
30.
LINK WBS ELEMENT TO AN INVESTMENT PROGRAM POSITION ......................................... 75
31.
BUDGET DISTRIBUTION TO THE PROJECT ................................................................................... 75
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32.
PLAN FOR PROJECT WISE ACTIVITIES (SKF STATISTICAL KEY FIGURE) .......................... 75
33.
UPDATE THE SYSTEM STATUS OF A WBS ELEMENT TO RELEASED ...................................... 76
34.
UPDATE THE SYSTEM STATUS OF A NETWORK TO RELEASED .............................................. 78
35.
POST ACTUAL SKF DURING THE PROJECT EXECUTION PHASE ............................................. 79
36.
UPDATE THE WBS STATUS TO REVISED ESTIMATE CREATED ............................................... 80
37.
UPDATE THE WBS STATUS TO REVISED ESTIMATE FI CONCURRED ................................... 81
38.
UPDATE THE WBS STATUS TO REVISED ESTIMATE APPROVED ............................................ 82
39.
ACTIVITY CONFIRMATION ............................................................................................................... 84
40.
MILESTONE CONFIRMATION ASSIGNED TO A WBS ELEMENT ............................................. 86
41.
MILESTONE CONFIRMATION ASSIGNED TO AN ACTIVITY ................................................... 86
42.
UPDATE THE WBS STATUS TO OFFERED FOR AT ........................................................................ 88
43. UPDATE THE WBS STATUS TO LIST OF PENDING POINTS / SHORTCOMING FROM AT (IF
ANY) .................................................................................................................................................................. 89
44.
UPDATE THE WBS STATUS TO CLEARANCE OF PENDING POINTS (IF ANY) ...................... 90
45. UPDATE THE WBS STATUS TO RELAXATION FOR PENDING POINTS NOT CLEARED (IF
ANY) .................................................................................................................................................................. 92
46.
UPDATE THE WBS STATUS TO PROVISIONALLY FIT FOR COMMISSIONING .................... 93
47.
UPDATE THE WBS STATUS TO DECLARED FIT FOR COMMISSIONING ............................... 94
48.
UPDATE THE STATUS OF A WBS ELEMENT TO TECO (TECHNICALLY COMPLETE) .......... 95
49.
UPDATE THE STATUS OF A NETWORK TO TECO (TECHNICALLY COMPLETE) .................. 96
50.
UPDATE THE WBS STATUS TO COMMISSIONING DONE ......................................................... 97
51.
ENTER DETAILS AFTER UPDATE OF STATUS COMMISSIONING DONE .............................. 98
52.
SETTLEMENT OF NETWORK TO WBS ELEMENT ........................................................................ 100
53.
UPDATE THE WBS STATUS TO OFFERED FOR TAKING OVER ............................................... 102
54.
UPDATE THE WBS STATUS TO TAKEN OVER ............................................................................. 103
55.
UPDATE THE SYSTEM STATUS OF A WBS ELEMENT TO CLOSED ........................................ 104
56.
TRANSACTIONS FOR PROJECT MONITORING:- ........................................................................ 105
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OVERVIEW
SAP Project System supports comprehensive business Process for Planning, Controlling
& Organizing all the activities carried out during the course of a Project. It helps you to
manage your Project structure, dates, cost & task throughout the entire Project lifecycle.
Western Telecom Projects is responsible for planning, survey and execution of various
long distance Telecom Transmission Projects and Switching Projects for building up
National Telecom Infrastructure in different Zone for Optical Fiber Cable system,
Digital Microwave, Trunk Automatic Exchange (TAX) and Satellite based
communication systems in entire Western part of the country which includes states of
Maharashtra
Gujarat
Madhya Pradesh
Chattisgarh
Goa
Important information to be noted:
All documents are to be created in reference to the preceding document.
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All SAP Transactions can be executed either by navigating to the required

Transaction through the Menu Path or by simply entering the Transaction Code for
the respective Transaction in the Command Field.
1. Upload and Read RTPC MOM

CV01N
Create Document
Menu path
Logistics Project System Document Management

SystemDocument Create
Transaction
CV01N
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1. Enter the Required details:

Document Type: ZPD
Document Part: 000
Document Version: 00
2.
Enter the Document Description and click the tab
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3. Select the Class Project Details and select the Characteristics Approval
Channel and
4. Press
to go back to initial screen.

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5. On the initial Screen Press

contains the list of projects.
6. Press
PS_UTM_TP_01
Project System
to attach the document(Word/Excel File), which
to save the document in DMS.
7. If this screen appears, select the Vault radio button.
8. And press
to finally save the document.
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2. Search the Project List on the basis of Selection Criteria

CV02N
Change Document
Menu path
Logistics Project System Document Management

SystemDocumentChange
Transaction
CV02N
1. Select the search criteria Find document Via Class
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2. Enter the class name Project_Details
3. Select the Approval Channel and click on
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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
6. Enter details in the space provided.

7.
Enter the name/User ID of the person to whom message is to be sent.
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8. Enter the name/User ID of a person to whom message is to be sent.

9.
Click on
3. Create Operative Project Definition & WBS

Project Definition: Project Definition is a binding framework in SAP for all
Organizational Elements created within a Project (e.g. WBS and SAP Networks). Data
like Company Code, Plant and Person Responsible can be defaulted in a WBS Element
if it is initially entered in the Project Definition.
WBS: Work breakdown structure (WBS) is a model of the Project that organizes Project
tasks into a hierarchy. It forms the operative basis for planning Costs, Revenues, and
Payments, as well as for Scheduling, and Budgeting.
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Following steps shall be followed to create a Project:

CJ01
Create Project
Menu path
Logistics Project system Project Special Maintenance function

Work Break Down Structure(WBS)Create
Transaction
CJ01
1. Click on open number (Refer Fig. below)
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
to use the proposed Project Definition by the system.

or Press Enter.
(Note: Please use Project Coding Mask TP/11/00001 for Financial Year
2011-12)
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Click on Open
Number
5. Select Project profile: BSNL_TP Transmission Projects (Fig. below)
Select the Project

Profile
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(Project profile: This contains default values and control parameters for processing
objects and functions in the Project System)
6. If you want to copy an existing Project, enter the Project Definition / Standard
Project Definition (Project to be copied) in the Template section (Refer Fig. below)
Description field
is mandatory
7. Press Enter or Click on

8. Enter description/Short text for Project
9. Click on the Basic data tab (Organization section)
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
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10. 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
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11. Click on WBS Element Overview
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. 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 WBS Elements
(Except for the Level 1, Level 2 WBS Elements)
(Definition-Planning Element: An Element of a work breakdown structure for which

costs can be planned)
If this indicator is un-ticked for a particular WBS Element, system will not allow cost
planning for that WBS Element.
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17. Ensure that the Acct (Account Assignment Element) indicator is ticked for all the
WBS Elements (Except for the Level 1, Level 2 WBS Elements)
(Definition-Account Assignment Element: An Element of a work breakdown structure
on which Actual Costs can be posted)
If this is un-ticked for a particular WBS Element, system will not allow Posting of actual
cost on that WBS Element.
Project Type
Planning
Indicator
18. Select the respective WBS & click on
at the bottom left corner. Select the
relevant Project Type & Person Responsible.
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Account
Assignment
Indicator
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19. Now, Click on the Dates Tab. Enter the Basic start & Basic Finish Dates for the WBS
Element.
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20. Click on
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Project System
or press Enter.
21. Click on DetailsWBS Element Customer Fields
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22. Click on to the below file to view the WBS Element Customer Fields.
WTP WBS ELEMENT
CE FIELDS
23. Save the Project
Note: WBS Element Customer Fields are to be filled for each WBS mentioned in the
Project.
CJ02
Change Project
Menu path
Logistics Project system Project Special Maintenance

function Work Break Down Structure(WBS)Change
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

function Work Break Down Structure(WBS)Display
Transaction
CJ03
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4. Send WBS Element for Detailing / Survey using Note Sheet

CJ02 / ZPS_NOTESHEET
1. Select the WBS element & Click on details WBS Element Customer fields
Click on Create Note sheet button
Enter the WBS element and employee id of the person to whom the note sheet is
to be sent.
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In the Comment box add/see the comments and press
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
If you want to print the Note sheet press
To see the Planned / Actual cost of the WBS element press
To approve the Project Estimate (PE) 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.
Alternatively you can use the T-Code ZPS_NOTESHEET to open the note
sheet.
5. Read Note Sheet received in the SAP Inbox

SBWP
Read Note Sheet

Menu path
Office Workplace
Transaction
SBWP
1.
Click on Inbox icon
2. Click on the
Note: The note sheet screen will appear. Add the details and forward it to next level, as
explained in the Step 4.
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6. Create & Assign Survey Report to the Project

CV01N
Create Document
Menu path
Transaction
Logistics Project system Documents Document

Management System Document Create
CV01N
1. On the entry screen, enter the Document Type ZPD

2. Enter the Document version
3. Press Enter
4. Enter the Description of the document.
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5. Click on Open Original button
& browse the File to be attached.
6. File will be attached as shown below
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7. To assign the document to a WBS Element, click on the Object Links tab and
then go to the WBS Element Tab. Enter the WBS Element No. and press enter.
8. Save the document

the number.
.The Document number will be generated. Note down
7. Create & assign Project related drawings to the Project

SBWP
Create Document
Menu path
Transaction

CV01N
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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4. Enter the Description of the document.
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5. Click on Open Original button
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& browse the File to be attached.
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6. File will be attached as shown below.
7. To assign the document to a WBS Element, click on the Object Links tab and then
go to the WBS Element Tab. Enter the WBS Element No. and press enter.
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8. Save the document. An internal no. will be generated. Note down the Document
No.
8. Approve / Release Project Related Drawings

SBWP
Create Document
Menu path
Transaction

CV02N
1. On the initial screen, enter the Document Number.

2. Enter the Document Type e.g. ZCD / ZED
3. Press Enter.
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4. Change the Document Status to Preliminary Approval.
5. Repeat the procedure described above and change the Document Status to
Final Approval.
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6. Save the Document .

Note: Step 7 & 8 will be applicable only when some drawing works (e.g. civil drawings,
electrical wiring diagrams etc) is to be carried out in the Project.
9.
Update the WBS Status to Survey Done.

CJ02
Change WBS
Menu path
Transaction

WBS Change
CJ02
1. Enter the WBS Element No. Press Enter.

2. Select the WBS Element.
3. Click on details
4. Click on
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5. Check the Status Profile. Select the relevant status.

6. Click on Back & check the new status
7. Similarly change the status of other WBS Elements.

8. Click on Save
10. Send WBS for Survey Approval to competent Authority

CJ02
Change WBS
Menu path
Transaction

WBS Change
CJ02
1. Select the WBS element & click on details -WBS Customer fields
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2. Click on Note sheet button
3. Enter the WBS element and Employee id of the person to whom the note sheet is
to be sent.
4. Take the input help for Send Mail to.

5. Go to the Organizational assignment tab.
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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
System gives 7600 as the Personnel Area.
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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Press Enter
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8. Select the Name of Employee/Personal No. and Click on
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To see the cost in 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
Alternatively use the T-Code ZPS_NOTESHEET to open the note sheet.
11. Release Survey Report for the Project

SBWP
Create Document
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Menu path
Transaction
PS_UTM_TP_01
Project System

CV02N
1. On the entry screen, enter the Document Number.

2. Enter the Document Type ZPD (Project Documents).
3. Press Enter.
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4. Change the Document Status to Released and save the document.
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12. Update the WBS Status to Survey Approved (SRVA)

CJ02
Change WBS
Menu path
Transaction

WBS Change
CJ02

3. Click on details
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4. Click on

6. Click on Back & Check the new status

8. Click on Save
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13. Create Project cum Detailed Estimate

A Network represents the flow of Activities or Tasks in a Project. Network Header can
be used to default certain values for all the Activities in that Network.
CN21
Create Network
Menu path
Transaction

function NetworkCreate
CN21
1. Select the Network Profile: BSNL_TP Transmission Project Network Profile

2. Enter Following data
Field Description
Network Type
Plant
MRP Controller
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
4. Enter description for the Network
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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

NetworkChange
CN22
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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CN23
Display Network
Menu path
Transaction

Network Display
CN23
To view the Network created the above menu path or the Transaction Code CN23 is to be used.
14. Assign Internal Activity

CN22
Change Network
Menu path
Transaction

NetworkChange
CN22
1. Enter the Network number created and press Enter (Refer Fig. below)
2. Go to the Activity Overview
3. On the Int. processing tab, enter the relevant description
4.
Click on
5. Click on Save
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15. Assign Material to an Internal Activity

CN22
Change Network
Menu path

NetworkChange
Transaction
CN22
1. Enter the Network number created and press Enter (Refer Fig. below).
2. Click on Activity Overview
3. Select the internal Activity
4. Go to Component Overview
5. Search the relevant Material code through the Search option (F4)
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6. Click on Start Search

7. Select the relevant material from the list.
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8. Enter following data.
Material
Requirement Qty
Item Category
Procurement type
Line wise enter the Material code required for the

Activity
Enter quantity to be procured.
Enter L for stock item.
A submenu opens, where we have to select the required
button.
9. Press Enter (A Pop Up will appear to select the Procurement Type)

10. Choose the relevant Procurement type
11. Press Enter

12. Click on Save
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Note:- Procurement Types

Although a no. of options are proposed by the system, but the user has to select the
following as per the current WTP scenario.
Reservation for WBS Element: To be used if a reservation is to be created for the
WBS Element items kept in stock.
To know about the other options, user can select the option, press F1 and read the SAP
help content.
Continue attaching the remaining required Items.
See the details by pressing the detail button and enter the Purchase Group / Purchase
Org / Price and currency. The G/L account flows from the settings and should not be
changed.
16. Assign & Explode Bill of Materials

CN22
Change Network
Menu path
Transaction

NetworkChange
CN22
2. Click on Activity Overview
3. Select the Activity & Click on Component Overview
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at the bottom of the screen
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4. Enter following data.

Material
Requirement
Qty
Item Category
Procurement
type
Line wise enter the Material code required for the Activity
Enter quantity to be procured.
Enter L for stock item.
A submenu opens, where we have to select the required
button.
5. Search the relevant Material code by Search option (F4)
6. Click on Continue
7. Double click on the Material.
8. Select the relevant Item Category.
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9. Select the relevant Procurement type
10. Click on Component - Explode BOM
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11. Click on Continue. Select the Materials & click on Copy.
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12. Click on Save
17. Assign Service Activity

CN22
Change Network
Menu path
Transaction

function NetworkChange
CN22
1.
Enter the Network number created and press Enter (Refer Fig. below)
2.
Go to Activity Overview
and click.
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3.
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Press Enter.
Enter the Services and go to back

4.
Select the Activity & Click on Details
5. Enter the Purchasing data i.e. Purchasing Organization, Purchasing Group,
Material Group, Requisitioner.

6. Click on Back
7. Click on Continue , Save
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18. Assign General Cost Activity

CN22
Change Network
Menu path
Transaction

NetworkChange
CN22
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)
4. Select the Activity & Click on
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5. Enter the cost and cost element.

Note: Cost Element field is mandatory.
6. Click on Save
19. Define Relationship between Activities

CN22
Change Network
Menu path
Transaction

NetworkChange
CN22
1. Enter Network No.

2. Click on Activity Overview.
3. Select the Activity.
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4. Click on
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to create relationship between activities:-
5. Activities can be linked together by assigning FS/SF/FF/SS relation by clicking on

the connect tab
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6. Click on & Back & Click on Save (Ctrl+S)
20. Attach Milestone to an Activity

CN22
Change Network
Menu path
Transaction

NetworkChange
CN22
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
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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.
6. Select the Row of a Milestone & Click on Details
7. Enter the Planned finish date & Percentage of completion.
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8. Click on continue and Save
21. Attach Milestone to a WBS Element

CJ02
Change WBS
Menu path
Transaction

WBSChange
CJ02
1. Enter the WBS Element and press Enter (Refer Fig. below)
2. Go to WBS Overview
3. Select the WBS.
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5. Milestone can be attcahed through the following methods :

a) Use Standard Milestone Click on Standard Milestone
at the Bottom of the screen & Search for the relevant Milestone.
b) Use Milestone Group Click on Milestone Group
at the bottom of the screen . Search & select the relevant Miestone Group. Press Enter &
double click on the Milestone.
c) Define milestone Enter the Milestone Usage & Description.
6. Select the Row of a Milestone & Click on details
7. Enter the Plan Date of finish in Fix`Date & Percentage of completion.

8. Click on continue. Save
22. Project Scheduling

CJ29
Project Scheduling
Menu path
Transaction
Logistics Project system Dates Scheduling

CJ29
1. Enter the Project number
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2. Click on the Sched. Basic dates button
3. On Next Screen Select:- Network & Maintenance/service Order
4. Click on Execute
. Scheduling Carried out
5. Click on
to Check Scheduled Dates for the WBS Element.
6. Select the TOP WBS Element.

7. Click on
to view Gantt chart.
8. Click on Save (Ctrl+S)
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23. Update the WBS Status to PE cum DE Created

CJ02
Change WBS
Menu path
Transaction

WBS Change
CJ02

3. Click on

Page 66 of 108
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7. Click on Save
24. Send WBS for PE Cum DE Approval to competent Authority using

Note Sheet
ZPS_NOTESHEET
Note sheet
1. Select the WBS element Details - click on Customer fields:
Click on Create Note sheet button
Enter the WBS element and Employee ID of the person to whom the Note Sheet
is to be sent.
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Enter the WBS element and Employee ID of the person to whom the Note Sheet is to be
sent.
To see the cost in 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.
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Note: Project Estimate shall be approved by the competent Authority
Alternatively use the T-Code ZPS_NOTESHEET to open the note sheet.
25. Read Note Sheet received in the SAP Inbox

SBWP
Note sheet
Menu path
Office Workplace
Transaction
SBWP
1.
Click on Inbox icon
2. Click on
3. The note sheet screen will appear. Add the details and forward it to next level, as
explained in the Step-6.
Page 69 of 108
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26. Review Project Estimate

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.
CN41
Structure Overview
Menu path
Transaction Code
Logistics Project System Information System Structures

Structure Overview
CN41
1. Enter PS Info prof. 000000000001

2. Enter Project number
3. Click on Execute.
4. Check the Plan, Actual & Commitment column.
5. Click on Back.
Page 70 of 108
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27. Update the WBS Status to PE cum DE Concurred (PEFI)

CJ02
Change WBS
Menu path
Transaction

WBS Change
CJ02

3. Click on details
4. Click on

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8. Click on Save
28. Update the WBS Status to PE cum DE Approved

CJ02
Change WBS
Menu path
Transaction

WBS Change
CJ02

3. Click on details
4. Click on
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7. Click on Save
29. View Approved PE/DE/RE PDF Documents

ZPEDE /
CJ02
View approved PE/DE/RE Documents
Menu path
Transaction
N/A
ZPEDE / CJ02
1. Enter the WBS element number
2. Click on Execute
3. Click on the Document number
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Note: Document is appeared and the same can be downloaded in the local system
Alternatively, Approved PE/DE/RE can be viewed through CJ02 also,
1. Select the Relevant WBS Element
2. Go to WBS Element Tab - Document Overview Tab
3. Select the Relevant Document
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4. Click on
30. Link WBS Element to an Investment Program Position

Please Refer Budget Allocation User Manual
31. Budget Distribution to the Project

Please Refer Budget Allocation User Manual
32. Plan for Project Wise Activities (SKF Statistical Key Figure)
CJS2
Plan SKF
Menu path
Transaction
Logistics Project System Financials PlanningStatistical Key

FiguresChange
CJS2
1. Enter Version, From & To Period, Fiscal Year, Relevant WBS Element, &, Stat.
Key Figure
2.
Click on the Overview screen (F5)

On the overview screen, enter:
Current Plan Value
Page 75 of 108
3.
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Project System
Select the Row
4. Click on
Period Screen
5. Enter the Month wise Plan Values
33. Update the System status of a WBS Element to Released

CJ02
Project Release
Menu path
Transaction
Logistics Project System Project Special Maintenance

FunctionsWork Break Down Structure (WBS)Change
CJ02

2. Select the WBS Element
3. Go to Menu to Menu Bar Edit Option Status Release (Refer Fig. below)
4. This will change the System Status from Created to Released.
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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.
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34. Update the System status of a Network to Released

CN22
Change Network
Menu path
Transaction

FunctionsNetworkChange
CN22
1. Enter the Network No.

2. Go to Menu Bar Edit Option Status Release (Refer Fig. below)
3. This will change the Network Status from Created to Released
4. Check the status

5. Click on Save
Page 78 of 108
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35. Post Actual SKF during the Project Execution phase

KB31N
SKF Posting
Menu path
Transaction
Logistics Materials Management Foreign Trade/Customs

General Foreign Trade ProcessingEnvironment Sales
ExportSalesProduct Cost by Sales OrderActual PostingsSKF
KB31N
1. Select Screen variant and Input type
2.
Enter the Relevant WBS Element
3. Select the Relevant SKF
4. Enter Quantity
Page 79 of 108
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5. Click on Save
36. Update the WBS Status to Revised Estimate Created

CJ02
Change WBS
Menu path
Transaction

CJ02

3. Click on details
4. Click on
Page 80 of 108
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6. Click on Back & Check the new status.

8. Click on Save.
Note: All FI Postings or any other type of cost booking will not be possible until
revised estimate statuses are active for a WBS Element.
37. Update the WBS Status to Revised Estimate FI Concurred

CJ02
Change WBS
Menu path
Transaction

CJ02

3. Click on details
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4. Click on


8.
Click on Save
38. Update the WBS Status to Revised Estimate Approved

CJ02
Change WBS
Menu path
Transaction

CJ02

3. Click on details
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4. Click on


8. Click on Save
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39. Activity Confirmation

CN22
Change Network
Menu path
Transaction

CN22
1. Go to the Activity Overview on the Header Details screen of the Network :2. Go to the tab for Int. Processing as shown below and select the internal activity
3. Click on the Confirmation icon on the lower part of the screen
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:-
Page 84 of 108
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6. Select the Reason by selecting the Reason ID

7. Press Enter.
8. Click on the Back button.
9. Save the Network.
10. Ignore the Warnings.
11. Click on Final Confirmation and Completed Indicators for Full and Final
Confirmation by repeating the above steps for the same activity
12. Click on Back icon

13.
Click on Save (Ctrl+S)
Page 85 of 108
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40. Milestone Confirmation assigned to a WBS Element

CJ02
Change WBS
Menu path
Transaction
Logistics Project system Project Special

Maintenance function WBS Change
CJ02
1. Enter the WBS Element No. and press Enter (Refer Fig. below)
2. Go to WBS Element Overview.
6. Enter the Actual Date.

7. Click on Back.
41. Milestone Confirmation assigned to an Activity

CN22
Change Network
Menu path
Transaction

NetworkChange
CN22
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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4. Click on Milestone Overview at the bottom of the screen

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6. Enter the Actual Date.

7. Click on Back.
42. Update the WBS Status to Offered For AT

CJ02
Change WBS
Menu path
Transaction

WBSChange
CJ02

3. Click on details
4. Click on
Page 88 of 108
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8. Click on Save
Note: - At this status user can attach any relevant documents on the WBS element to
carry out AT (for reference.)
43. Update the WBS Status to List of Pending Points / Shortcoming from
AT (If Any)
CJ02
Change WBS
Menu path
Transaction

WBSChange
CJ02

3. Click on details
Page 89 of 108
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4. Click on


8. Click on Save
44. Update the WBS Status to clearance of Pending Points (If Any)
CJ02
Change WBS
Menu path

WBSChange
Page 90 of 108
Transaction
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CJ02

3. Click on details
4. Click on


8. Click on Save
Page 91 of 108
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45. Update the WBS Status to Relaxation for Pending Points Not Cleared
(If Any)
CJ02
Change WBS
Menu path
Transaction

WBSChange
CJ02

3. Click on details
4. Click on

Page 92 of 108
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8. Click on Save
46. Update the WBS Status to Provisionally Fit for Commissioning

CJ02
Change WBS
Menu path
Transaction

WBSChange
CJ02

3. Click on details
4. Click on
Page 93 of 108
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8. Click on Save
47. Update the WBS Status to Declared Fit for Commissioning

CJ02
Change WBS
Menu path
Transaction

WBSChange
CJ02

3. Click on details
Page 94 of 108
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4. Click on


8. Click on Save
48. Update the Status of a WBS Element to TECO (Technically Complete)

CJ02
Change WBS
Menu path
Transaction

CJ02

Page 95 of 108
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3. Go to the Menu Edit Status Technically Complete (Refer Fig. below)

4. This will change the System Status of the WBS Element to Technically Complete.
5. Check the status
6. Click on Save
49. Update the Status of a Network to TECO (Technically Complete)

CN22
Change Network
Menu path
Transaction

CN22
1. Enter the Network No.

2. Go to Edit Status Close Technically (Refer Fig. below)
Page 96 of 108
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3. This will change the Network Status to Technically Complete.
4. Check the status

5. Click on Save
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. Update the WBS Status to Commissioning Done

CJ02
Change WBS
Menu path
Transaction

WBSChange
CJ02

Page 97 of 108
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3. Click on details
4. Click on


8. Click on Save
51. Enter details after Update of Status Commissioning Done

CJ02
Change WBS
Menu path
Transaction

WBSChange
CJ02
Page 98 of 108
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3. Click on details
and then go to
tab
4. Select field key Transmission Project Equipment from the drop down
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5. Press Enter
6. Enter the Equipment PO Number
7. Enter the PO Date & Commissioning Date
8. Press Enter or
9. Click on Save
52. Settlement of Network to WBS element

CJ88
Change WBS
Menu path
Transaction
Logistics Project system Financials Period- End Closing

Single FunctionsSettlement
CJ88
1. Enter the Controlling Area
Maintain 1000 as controlling area.

2. Enter the Network Number
3. Select the hierarchy and with orders check box

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4. Enter the following details
Settlement Period
Fiscal Year
Processing Type
Note: If not specified Posting period remains same as Settlement period.

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
check box and then execute the settlement.
Page 101 of 108
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53. Update the WBS Status to Offered for Taking Over

CJ02
Change WBS
Menu path
Transaction

WBSChange
CJ02

3. Click on details
4. Click on


Page 102 of 108
8. Click on Save
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Project System
54. Update the WBS Status to Taken Over

CJ02
Change WBS
Menu path

WBSChange
Transaction
CJ02

3. Click on details
4. Click on

Page 103 of 108
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8. Click on Save
55. Update the System Status of a WBS Element to Closed

CJ02
Change WBS
Menu path
Transaction

CJ02

3. Go to Menu to Menu Bar Edit Option Status CLSD (Refer Fig. below)
4. This will change the System Status from Technically Complete to Closed.
Page 104 of 108
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5. Check the status

6. Click on Save
Note: Once Closed Status is set ,no actual cost can be posted to the WBS element.
56. Transactions for Project Monitoring:1. Monitor Project Structure (CN41)
Enter Database Profile Value after executing the Transaction Code
Page 105 of 108
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Enter the Following Information:
Project Definition, WBS element or Network No. in Single or Multiple Selection
Press Execute
Note the Output
To Change the layout click on the icon

fields.
Remarks:- In the output of this report user can access information as per a no. of
categories viz.
on the top and select the desired
Page 106 of 108
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2. Monitor Project Cost (CJI3)
Enter Controlling Area :- 1000
Enter Database Profile:- 000000000001
Enter the Following Information:-
Press Execute
Note the Output
3. Monitor Project Milestones (CN53)
Enter Controlling Area :- 1000
Enter Database Profile:- 000000000001
Enter the Following Information:-
Press Execute
Note the Output
Page 107 of 108

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User Manual:Title:Module Name:Business Process:-

The document has been prepared to be used by the following stake-holders:

User Manual:Title:Module Name:Business Process:-

Knowledge of navigating SAP systems

Upload and Review RTPC MOM in SAP System

User Manual:Title:Module Name:Business Process:-

UPLOAD AND READ RTPC MOM ........................................................................................................ 6

SEARCH THE PROJECT LIST ON THE BASIS OF SELECTION CRITERIA ................................. 10

CREATE OPERATIVE PROJECT DEFINITION & WBS .................................................................... 13

READ NOTE SHEET RECEIVED IN THE SAP INBOX ..................................................................... 25

CREATE & ASSIGN SURVEY REPORT TO THE PROJECT ............................................................ 26

CREATE & ASSIGN PROJECT RELATED DRAWINGS TO THE PROJECT ................................. 28

APPROVE / RELEASE PROJECT RELATED DRAWINGS................................................................ 32

UPDATE THE WBS STATUS TO SURVEY DONE. ........................................................................... 34

SEND WBS FOR SURVEY APPROVAL TO COMPETENT AUTHORITY...................................... 35

RELEASE SURVEY REPORT FOR THE PROJECT ............................................................................. 41

UPDATE THE WBS STATUS TO SURVEY APPROVED (SRVA) .................................................... 44

CREATE PROJECT CUM DETAILED ESTIMATE ............................................................................. 46

ASSIGN INTERNAL ACTIVITY ........................................................................................................... 48

ASSIGN MATERIAL TO AN INTERNAL ACTIVITY ....................................................................... 49

ASSIGN & EXPLODE BILL OF MATERIALS ..................................................................................... 52

ASSIGN SERVICE ACTIVITY .............................................................................................................. 56

ASSIGN GENERAL COST ACTIVITY ................................................................................................. 58

DEFINE RELATIONSHIP BETWEEN ACTIVITIES ........................................................................... 59

ATTACH MILESTONE TO AN ACTIVITY ......................................................................................... 61

ATTACH MILESTONE TO A WBS ELEMENT ................................................................................... 63

PROJECT SCHEDULING ....................................................................................................................... 64

UPDATE THE WBS STATUS TO PE CUM DE CREATED ................................................................ 66

READ NOTE SHEET RECEIVED IN THE SAP INBOX ..................................................................... 69

REVIEW PROJECT ESTIMATE ............................................................................................................. 70

UPDATE THE WBS STATUS TO PE CUM DE CONCURRED (PEFI) ............................................. 71

UPDATE THE WBS STATUS TO PE CUM DE APPROVED............................................................. 72

VIEW APPROVED PE/DE/RE PDF DOCUMENTS ............................................................................ 73

LINK WBS ELEMENT TO AN INVESTMENT PROGRAM POSITION ......................................... 75

BUDGET DISTRIBUTION TO THE PROJECT ................................................................................... 75

User Manual:Title:Module Name:Business Process:-

UPDATE THE SYSTEM STATUS OF A WBS ELEMENT TO RELEASED ...................................... 76

UPDATE THE SYSTEM STATUS OF A NETWORK TO RELEASED .............................................. 78

POST ACTUAL SKF DURING THE PROJECT EXECUTION PHASE ............................................. 79

UPDATE THE WBS STATUS TO REVISED ESTIMATE CREATED ............................................... 80

UPDATE THE WBS STATUS TO REVISED ESTIMATE FI CONCURRED ................................... 81

UPDATE THE WBS STATUS TO REVISED ESTIMATE APPROVED ............................................ 82

ACTIVITY CONFIRMATION ............................................................................................................... 84

MILESTONE CONFIRMATION ASSIGNED TO A WBS ELEMENT ............................................. 86

MILESTONE CONFIRMATION ASSIGNED TO AN ACTIVITY ................................................... 86

UPDATE THE WBS STATUS TO OFFERED FOR AT ........................................................................ 88

UPDATE THE WBS STATUS TO PROVISIONALLY FIT FOR COMMISSIONING .................... 93

UPDATE THE WBS STATUS TO DECLARED FIT FOR COMMISSIONING ............................... 94

UPDATE THE STATUS OF A WBS ELEMENT TO TECO (TECHNICALLY COMPLETE) .......... 95

UPDATE THE STATUS OF A NETWORK TO TECO (TECHNICALLY COMPLETE) .................. 96

UPDATE THE WBS STATUS TO COMMISSIONING DONE ......................................................... 97

ENTER DETAILS AFTER UPDATE OF STATUS COMMISSIONING DONE .............................. 98

SETTLEMENT OF NETWORK TO WBS ELEMENT ........................................................................ 100

UPDATE THE WBS STATUS TO TAKEN OVER ............................................................................. 103

UPDATE THE SYSTEM STATUS OF A WBS ELEMENT TO CLOSED ........................................ 104

TRANSACTIONS FOR PROJECT MONITORING:- ........................................................................ 105

User Manual:Title:Module Name:Business Process:-