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EHP4 for SAP ERP6.0 September 2010 English Project Forecasting & Earned Value Management (445) Building Block Configuration Guide SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany Massachusetts Institute of Technology. BatchPipes. DB2 Connect. S/390. Inc. XHTML and W3C are trademarks or registered trademarks of W3C®. ByDesign. These materials are subject to change without notice. MetaFrame. POWER6+. and Motif are registered trademarks of the Open Group. OpenPower. DB2. Duet. National product specifications may vary. and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP France in the United States and in other countries. © SAP AG Page 2 of . Tivoli and Informix are trademarks or registered trademarks of IBM Corporation. if any. BladeCenter. System i. Windows. X/Open. used under license for technology invented and implemented by Netscape. Java is a registered trademark of Sun Microsystems. 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These are words or characters that you enter in the system exactly as they appear in the documentation. screen titles. upgrade and database tools. function keys (such as ENTER key. These include field names.SAP Best Practices Guide Project Forecasting & Earned Value Management (445): Configuration Icons Icon Meaning Caution Example Note or Tip Recommendation Syntax External Process Business Process Alternative/Decision Choice Typographic Conventions Type Style Description Example text Words or characters that appear on the screen. when surrounded by body text. Pointed brackets indicate that you replace these words and characters with appropriate entries. program names. source code. Example text Exact user entry. EXAMPLE TEXT Names of elements in the system. and individual key words of a programming language. SELECT and INCLUDE. for example. This includes file and directory names and their paths. <Example text> Variable user entry. names of variables and parameters as well as names of installation. messages. These include report names. table names. © SAP AG F2) or the Page 3 of . Example text Emphasized words or phrases in body text. paths and options. EXAMPLE TEXT Keys on the keyboard. Cross-references to other documentation. for example. titles of graphics and tables. Example text Screen output. . 5 3............................1.2 Maintaining Progress Version...........................4 Defining Measurement Methods.................1.........................................6 Maintaining Assignment of Cost Element Group................................................9 Assigning Statistical Key Figures to Value Categories.................................................................................1 Creating Statistical Key Figures................................5 Defining Measurement Method as Default Value.....1.................................................11 © SAP AG Page 4 of .............................1....1...........3 Defining Statistical Key Figure for Percentage of Completion........ 5 2............................................................ 5 3............................................................................9 3.....................................................................1....................... 5 Configuration.....1..................................................8 Maintaining Settings for Forecast Workbench............SAP Best Practices Guide Project Forecasting & Earned Value Management (445): Configuration Contents Project Forecasting & Earned Value Management......5 1 Purpose...................................................................................................................8 3................................................................................................................... 5 2 Preparation...........................10 3.........................5 3......6 3...........................................10 3.........1..7 Maintaining Value Categories....................1 Project System......................7 3.8 3.......1 3 Prerequisites.......................................................................................1................... see the building block prerequisite matrix (Prerequisites_Matrix_[xx]_EN_IN. and Operations: Prerequisites_Matrix_ECO_EN_IN.xls). refer to the Quick Guide of your SAP Best Practices version. which you can find on SAP Note __________. you must install prerequisite building blocks. If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools.1 Prerequisites Before you start installing this building block.1 Creating Statistical Key Figures Use In this activity. This document can be found on the SAP Best Practices documentation DVD in the folder \ECO_IN\Documentation\. 2 Preparation 2. for example.1 Project System 3.xls. For more information. Construction. the placeholder [xx] depends on the SAP Best Practices version you use.1. Procedure 1. ECO refers to the SAP Best Practices for Engineering. 3 Configuration 3.SAP Best Practices Guide Project Forecasting & Earned Value Management (445): Configuration Project Forecasting & Earned Value Management 1 Purpose This document describes the general configuration steps required to manually set up the configuration within the system landscape that has already been installed using the corresponding installation or configuration guides for installation. you create the statistical key figures. Access the activity using one of the following navigation options: SAP ECC menu Accounting  Project System  Basic Data  Master Data  Statistical Key Figures  Create Transaction code KK01 © SAP AG Page 5 of . Access the activity using one of the following navigation options: Transaction code SPRO IMG menu Project System  Progress  Progress Analysis  Maintain Progress Version 2.1.Aggregated POC % Tot. annual values) POC weighting 7 Cost Plan (active project. Choose New Entries and make the following entries: Field name Description User action and values Note CO Area Controlling Area 1000 E51 Version Settings Progress Version EC&O: PS EV Method 1 Maintain Description Plan Version 0 EV Basis 4 Cost Plan (active project. values POC20 ECO . UnM. make the following sets of entries: Stat. 3. 5. key figure as below and choose Master Data. choose New Entries and make the following entries: Version Name E51 EC&O: PS EV Estimates E52 EC&O: PS EV Quantities 3. 4. Procedure 1. enter 1000 and choose Continue. and then in the left pane. On the Create Statistical Key Figure: Master Data screen. key fig. Save your entries. On the General Version Definition screen. double-click Settings for Progress Analysis (Project System) in the dialog structure. Key fig. values POC30 ECO .cat. 4. annual values) Planning type 1 Basic Dates © SAP AG Page 6 of . key figure Name Stat. enter the Stat.Non Aggregated POC % Tot. you set up two progress analysis versions. On the Create Statistical Key Figure: Initial Screen.2 Maintaining Progress Version Use The Progress Version is a type of CO plan version that stores the progress analysis data for a project. In the Controlling Area field. For EC&O. values 5. POC10 ECO .Result Analysis % Tot. Choose the E51 row. 3. Save your entries.SAP Best Practices Guide Project Forecasting & Earned Value Management (445): Configuration 2. Selected Note 6.3 Defining Statistical Key Figure for Percentage of Completion Use In this activity. Save your entries. plan meth. plan method Selected 3. Choose New Entries and make the following entries: Controlling area Usage StatKeyFig 1000 1 Non-Aggregated POC POC10 1000 2 Aggregated POC POC20 1000 3 POC for Results Analysis POC30 © SAP AG Page 7 of .1. EC&O does not use the POC for RA calculation.SAP Best Practices Guide Field name Project Forecasting & Earned Value Management (445): Configuration Description User action and values Early/Late 1 Earliest Possible Actual method Selected Ref. annual values) Planning type 1 Basic Dates Early/Late 1 Earliest Possible Actual method Selected Ref. Access the activity using one of the following navigation options: Transaction code SPRO IMG menu Project System  Progress  Progress Analysis  Define Statistical Key Figure for Percentage of Completion 2. Procedure 1. you assign SKFs to usage 1 and 2. 7. Repeat steps 4 to 6 for the E52 row using the following data: Field name Description User action and values Note CO Area Controlling Area 1000 E52 Version Settings Progress Version EC&O: PS EV Method 2 Maintain Description Plan Version 0 EV Basis 4 Cost Plan (active project. annual values) POC weighting 7 Cost Plan (active project. 3. Access the activity using one of the following navigation options: Transaction code SPRO IMG menu Project System  Progress  Progress Analysis  Define Measurement Methods 2. In this activity.5 Defining Measurement Method as Default Value Use EC&O uses the standard method 0000000004 for Estimates. technique CO Area Stat. Choose New Entries and make the following entries: Meas. key fig.4 Defining Measurement Methods Use EC&O uses the standard method 0000000004 for Estimates. 3.1. ECO-QTYCY Cubic yard EC&O: Cubic yard F Quantity proportional 1000 QTYCY ECO-QTYTO Ton EC&O: Ton F Quantity proportional 1000 QTYTO ECO-QTYEA Each/piece EC&O: Each/piece F Quantity proportional 1000 QTYEA ECO-QTYFT Feet EC&O: Feet F Quantity proportional 1000 QTYFT ECO-QTYFT2 Sq. one for each measurement SKF. Procedure 1.SAP Best Practices Guide Project Forecasting & Earned Value Management (445): Configuration 3. Procedure © SAP AG Page 8 of . In this activity. you define ten new measurement methods. you define the measurement methods for the calculation of the percentage of completion (POC) as default values for the various object types in the Project System. ft EC&O: Square feet F Quantity proportional 1000 QTYFT2 ECO-QTYFT3 Cubic ft EC&O: Cubic feet F Quantity proportional 1000 QTYFT3 ECO-QTYM Meters EC&O: Meters F Quantity proportional 1000 QTYM ECO-QTYM2 Square meters EC&O: Square meters F Quantity proportional 1000 QTYM2 ECO-QTYM3 Cubic meters EC&O: Cubic meters F Quantity proportional 1000 QTYM3 ECO-QTYLB Pounds EC&O: Pounds F Quantity proportional 1000 QTYLB 3. method Text Description Meas. Save your entries.1. Save your entries. In the Determine Work Area: Entry dialog box. Procedure 1.6 Maintaining Assignment of Cost Element Group Use In this activity. Def © SAP AG User action and values Note 96101000 Default Selected Page 9 of . you define cost elements for cost element groups used in evaluation for earned values by cost element and stipulate the default cost element. 3. Access the activity using one of the following navigation options: Transaction code SPRO IMG menu Project System  Progress  Progress Analysis  Define Measurement Method As Default Value 2. Choose New Entries and make the following entries: Field name Description Cost Elem.SAP Best Practices Guide Project Forecasting & Earned Value Management (445): Configuration 1. Choose New Entries and make the following entries: Field name Description User action and values Controlling area 1000 Progress version E51 Object Type 1 WBS Element Plan/actual indicator 1 Plan Measurement method 0000000004 Estimation Note Version for estimation 4. 3. The percentages of completion (POCs) – calculated for an original cost element group – are recorded in summarized form under the relevant cost element. 3. Save your entries. In the Determine Work Area: Entry dialog box. enter controlling area 1000 and choose Enter. Access the activity using one of the following navigation options: Transaction code SPRO IMG menu Project System  Progress  Progress Analysis  Maintain Assignment of Cost Element Group 2. enter controlling area 1000 and choose Enter.1. Choose Next Entry and make the following entries: Field name Description User action and values Controlling area 1000 Progress version E51 Object Type 1 WBS Element Plan/actual indicator 2 Actual Measurement method 0000000004 Estimation Note Version for estimation 5. you can evaluate them in the information system. Cat Text UM SKFw. Procedure 1. enter 1000 and choose Continue. Procedure 1. Save your entries. 3. 3. 3. In the Controlling Area field. Save your entries.1.SAP Best Practices Guide Project Forecasting & Earned Value Management (445): Configuration Field name Description Cost Elem Group User action and values Note ECO_000 4.Result Analysis % selected 4. Make the following entries: Controlling Area Current Forecast Automatic Forecast Plan WBS Plan Network 1000 E20 E21 0 0 4. Access the activity using one of the following navigation options: Transaction code SPRO IMG menu Project System  Costs  Actual Costs and Forecast  Make Settings for Forecast Workbench 2.7 Maintaining Value Categories Use We define additional value categories corresponding to each usage SKF defined above.TtlVs POC10 POC. we assign the value categories to corresponding usage SKFs defined above. Save your entries. aggregated % selected POC30 ECO .1. Choose New Entries and make the following entries: Val. choose New Entries.9 Assigning Statistical Key Figures to Value Categories Use © SAP AG Page 10 of .1. Access the activity using one of the following navigation options: Transaction code OPI1 IMG menu Project System  Costs  Value Categories  Maintain Value Categories 2.8 Maintaining Settings for Forecast Workbench Use In this step. On the Change View Customizing Table for Forecast Workbench: Overview screen. non-aggregated % selected POC20 POC. 3. 3. Stst. we assign the value categories to corresponding usage SKFs defined above. 3. In the Controlling Area field. aggregated) POC20 POC20 PS 1000 POC30 (ECO Result Analysis) POC30 POC30 4. non-aggregated) POC10 POC10 PS 1000 POC20 (POC.key fig PS 1000 POC10 (POC.category Fr. Access the activity using one of the following navigation options: Transaction code OPI5 IMG menu Project System  Progress  Statistical Key Figures  Assign Statistical Key Figures to Value Categories 2.Fig To stat. Procedure 1. © SAP AG Page 11 of .SAP Best Practices Guide Project Forecasting & Earned Value Management (445): Configuration In this step. enter 1000 and choose Continue. Choose New Entries and make the following entries: Component CO Area Val.Key. Save your entries.