P55_BPP_EN_DE

SAP ECC 6.00 March 2007 English Project Management in Research & Development (P55) Business Process Procedure SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany © SAP AG Page 2 of 27 PostScript. the Adobe logo. National product specifications may vary. Data contained in this document serves informational purposes only. zSeries. iSeries. Windows. Oracle is a registered trademark of Oracle Corporation. AIX. and Motif are registered trademarks of the Open Group. Adobe. Citrix. xApps. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. POWER. Massachusetts Institute of Technology. ICA. © SAP AG Page 3 of 27 . Program Neighborhood. i5/OS. WebSphere. POWER5. Intelligent Miner. Outlook. OS/400. Parallel Sysplex. and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. UNIX. 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Informix. without representation or warranty of any kind. and individual key words of a programming language. table names. Pointed brackets indicate that you replace these words and characters with appropriate entries. Example text EXAMPLE TEXT Example text <Example text> © SAP AG Page 4 of 27 . Exact user entry. These include report names. names of variables and parameters as well as names of installation. Example text EXAMPLE TEXT Emphasized words or phrases in body text. messages. Names of elements in the system. titles of graphics and tables. These are words or characters that you enter in the system exactly as they appear in the documentation. program names. when surrounded by body text. for example. screen titles. This includes file and directory names and their paths. pushbuttons as well as menu names. transaction codes. Keys on the keyboard. paths and options. Screen output. SELECT and INCLUDE. function keys (such as F2) or the ENTER key.SAP Best Practices Project Management in Research & Development: BPP Icons Icon Meaning Caution Example Note Recommendation Syntax Typographic Conventions Type Style Example text Description Words or characters that appear on the screen. Cross-references to other documentation. for example. upgrade and database tools. source code. These include field names. Variable user entry. ........21 Confirmations...........................................8 Creating Milestones for WBS elements..........................................................................................................................................................................................................................................................................................................................................................................................................................................................................8 General............................................................................11 Creating a Network..14 Creating Milestones to a Network activity.........12 Creating Activities...............Networks.......24 Storing the settlement rule WBS Elements...........25 Settlement of all costs.......................................................................................................................................................................................................................................................................17 Creating Relationships between Network activities.................................................................................6 Organization of the R&D Project..........................................SAP Best Practices Project Management in Research & Development: BPP Contents Project Management in Pharmaceutical Research and Development.......................................................................................................................................................25 Evaluating the Project....................................................................................................................................................17 Scheduling the Project..............................................................6 Overview.....................23 Network Settlement...........................................................................................................................................................................................................................19 Planned Costs............................................................................................................................................................................................................................................................................................................................8 Creating Project...22 Storing the Settlement Rule .20 Release..19 Budget.....................................................................................................................................26 © SAP AG Page 5 of 27 .................... 1 Use This scenario describes the project management of a research and development project in the pharmaceutical industry. This example involves the integrated use of the following ERP components: ERP Component Project System Functions Create. determination Prefor mulation Pharma . SAP Best Practices for Pharmaceuticals. confirm and archive project © SAP AG Page 6 of 27 . plan.SAP Best Practices Project Management in Research & Development: BPP Project Management in Pharmaceutical Research and Development Overview Basic situation Business Process for Pharmaceutical Research & Development Research Development Production Administration Regulated production Approval Go to market Clinical trial Phase 4 Act . cokinetic Pharmaceut . ingred . & chemical development Clinical trial Phases 1-3 Toxicology Documentation © SAP AG 2003. SAP Best Practices Project Management in Research & Development: BPP Process Flow Create concept Create SOP Create detailed planning Feinplanung Approve and release project Edit project (execute) © SAP AG Page 7 of 27 . you can skip this step and perform the following steps with P-RD-0001 instead of P-RD-000X. With installation of Building Block ‘P35 . The project definition contains data that is binding for the entire project. Click WBS element overview (Ctrl+Shift+F12). 5. Project profile Description Logistics  Project System  Project  Special Maintenance Functions  Work Breakdown Structure (WBS)  Create CJ01 User action and values P-RD-000X Research & Development Pharma Comment 2. These eCATTs can be processed in the foreground so that the proposed values can be changed or a different variant can be assigned. It forms the framework of the entire project.SAP Best Practices Project Management in Research & Development: BPP Organization of the R&D Project General In order to create (project definition) and structure (create WBS elements) the project. 4. 3. Access the transaction choosing one of the following navigation options: SAP Menu Transaction code Field name Project def. Enter the following data: Field name Level WBS Element Description PE Description User action and values 1 P-RD-000X-00 Research & Development Set flag Planning Element Comment © SAP AG Page 8 of 27 . If you use this project. It details the tasks to be solved. On the Create Project: Initial Screen. enter the necessary data. Procedure 1. The transactions required for manual organization are described for the individual steps and the data can be set up with the help of the standard documentation. On the following Create Project: Project definition screen. The organization of the project in the project system can also be performed manually. eCATTs have been created.Project Management in R&D with PS’ project definition P-RD-0001 with WBS elements P-RD-0001-00 to P-RD-0001-110 have been created already. enter the description of the project. Creating Project Use The project definition is the first step in the creation of a project. for example the start and finish dates and data for the project organization. SAP Best Practices Project Management in Research & Development: BPP Field name Level WBS Element Description PE Field name Level WBS Element Description PE Field name Level WBS Element Description PE Field name Level WBS Element Description PE Field name Level WBS Element Description PE Field name Level WBS Element Description PE Field name Description User action and values 2 P-RD-000X-10 Drug Discovery Set flag Comment Planning Element Comment Description User action and values 3 P-RD-000X-11 Discovery Set flag Planning Element Comment Description User action and values 2 P-RD-000X-20 Preclinical Phase Set flag Planning Element Comment Description User action and values 2 P-RD-000X-30 Scale-Up Set flag Planning Element Comment Description User action and values 2 P-RD-000X-40 Clinical Trial Set flag Planning Element Comment Description User action and values 3 P-RD-000X-41 Clinical Trial Phase I Set flag Planning Element Comment Description User action and values © SAP AG Page 9 of 27 . SAP Best Practices Project Management in Research & Development: BPP Level WBS Element Description PE Field name Level WBS Element Description PE Field name Level WBS Element Description PE Field name Level WBS Element Description PE Field name Level WBS Element Description PE Field name Level WBS Element Description PE Field name Level Description Description Description Description Description Description 3 P-RD-000X-42 Clinical Trial Phase II Set flag User action and values 3 P-RD-000X-43 Clinical Trial Phase III Set flag User action and values 2 P-RD-000X-50 Regulatory Approval Set flag User action and values 2 P-RD-000X-60 Scale to production Set flag User action and values 2 P-RD-000X-70 Launch Set flag User action and values 2 P-RD-000X-80 Post Market Clinical Trial Set flag User action and values 2 Planning Element Comment Planning Element Comment Planning Element Comment Planning Element Comment Planning Element Comment Planning Element Comment © SAP AG Page 10 of 27 . Access the transaction choosing one of the following navigation options: SAP Menu Transaction code 2.SAP Best Practices Project Management in Research & Development: BPP WBS Element Description PE Field name Level WBS Element Description PE Field name Level WBS Element Description PE 6. The work breakdown structure is the hierarchical organizational plan of the research and development project. Logistics  Project System  Project  Project Builder CJ20N © SAP AG Page 11 of 27 . It can be used to plan basic dates and costs and a budget can be assigned for it. 6. Choose Open (Enter).g. 5. Choose Open. Creating Milestones for WBS elements Use A strategic date to indicate the importance of a particular part of the project can be represented with a milestone created with respect to a WBS element. Enter the number of the project created in the project definition box P-RD-000X. WBS element P-RD000X-20. 3. Procedure 1. In the templates part of the screen open the part Individual objects. Open the WBS element where a milestone should be created e. Choose Save. 4. Description Description P-RD-000X-90 cGMP regulated production Set flag User action and values 2 P-RD-000X-100 Administration Set flag User action and values 2 P-RD-000X-110 Documentation Set flag Planning Element Planning Element Comment Planning Element Comment Result A Project with the project definition P-RD-000X and 16 WBS elements is created. Double-click WBS element e. WBS element P-RD-000X-20 where the milestone should be created. Choose Enter. Enter the data required as described below. Enter the following data: Field name Description Usage Prog. analysis Trend analysis 9. 10. Field name Description Usage Prog. Save the data. Finish execution Mark check box Mark check box Comment Description User action and values Release for clinical trials Enter Usage 00004. Take the symbol for a milestone and drag and drop it to the WBS element e. 15. 8. Access the transaction choosing one of the following navigation options: SAP Menu Transaction code 2. 11. analysis Trend analysis 14. WBS element P-RD-000X-70 where the milestone should be created. Description User action and values Go to market Enter Usage 00005. In the templates part of the screen open the part Individual objects. enter the necessary data.SAP Best Practices Project Management in Research & Development: BPP 7. Logistics  Project System  Project  Special Maintenance Functions  Network  Create CN21 On the Create: Network: Initial Screen. Take the symbol for a milestone and drag and drop it to the WBS element e.g. Choose Enter. 13.g. The network can be used to plan durations and dates.g. allocate resources to the individual operations and to define the sequence of the operations. Start execution Mark check box Mark check box Comment Result The milestones are created linked to the corresponding WBS elements. P-RD-000X-70 where a second milestone should be created. © SAP AG Page 12 of 27 . Creating a Network Use The network is the process structure of a research and development project. Procedure 1. 12. Field name Project def. activity types and plan versions are not maintained for complete duration of the project. 6. Result A network has been created. 5. 4. BP01 001 On the following Number Assignment dialog box enter the network number RD-0001. Choose Enter. Comment Network type YP02 Plant MRP Controller 3. Field name Network description Start Date Enter a start date used to forward schedule the network Description User action and values Enter a description of the network being created Enter the actual date Comment Finish Date Scheduling type 7. Choose Continue. Leave blank/delete default date Choose Forwards On the following Assignments tab page enter the necessary data. Description Enter the project definition of your project User action and values P-RD-000X Comment 7. Choose Enter. Ignore these warnings. Warnings may come up if prices. © SAP AG Page 13 of 27 . Save your settings. 8. On the following Network Create: Header Data screen enter the necessary data. Choose Continue (Enter). assignm.SAP Best Practices Project Management in Research & Development: BPP Field name Network profile Description Select a profile according to which the network is to be created The network type specifies the scheduling and the assigning of the network number Enter your plant Enter an MRP controller User action and values Choose Network profile w/activity acct. 8. Norm. On the Change: Network: Basic Data Overview (Basic Dates) screen all activities for the network RD-0001 can be created and assigned to single WBS elements. 5.SAP Best Practices Project Management in Research & Development: BPP Creating Activities Use Activities are the components of a network. Field name Description Norm. Enter the necessary data for activity 0010. comparable to the WBS within a Project.processing tab page scroll to the right until the column WBS element appears. externally processed activities and general cost activities. They are processed without interruption. 3. On the following Change: Network: Initial Screen enter RD-0001 in the Network field and choose Activity overview (F7). Thus. The Project System distinguishes between internally processed activities. They incur costs.duratn un. Enter the necessary data for activity 0020. They have a defined start and a defined finish. Procedure 1. Access the transaction choosing one of the following navigation options: SAP Menu Transaction code Logistics  Project System  Project  Special Maintenance Functions  Network  Change CN22 2. Field name Description Norm. Activities have certain characteristics such as: • • • • • They have a duration.duratn un. Resources are needed to execute them. On the Int. Work Work Center WBS Element 6. activities can be assigned to single WBS-Elements. Work Description User action and values Preclinical Phase 1 MON 200 Comment Description User action and values Drug Discovery 6 MON 480 RES-0610 P-RD-000X-10 Comment © SAP AG Page 14 of 27 . Norm. 4. Field name Description Norm. Enter the necessary data for activity 0070.duratn un.duratn un. Enter the necessary data for activity 0060. Enter the necessary data for activity 0030. Enter the necessary data for activity 0050. Norm. Field name Description Norm. Field name Description Norm. Duration Work Work Center WBS Element 11. Work Work Center WBS Element 10. Work Work Center WBS Element 8.duratn un. Work Work Center WBS Element 9. Field name Description Norm. Norm. Field name Description Description Description Description Description Description RES-0620 P-RD-000X-20 User action and values Scale up 2 MON 320 RES-0630 P-RD-000X-30 User action and values Clinical Trial Phase I 3 MON 600 RES-0650 P-RD-000X-41 User action and values Clinical Trial Phase II 12 MON 1000 RES-0650 P-RD-000X-42 User action and values Clinical Trial Phase III 12 MON 3000 RES-0650 P-RD-000X-43 User action and values Regulatory Approval Comment Comment Comment Comment Comment © SAP AG Page 15 of 27 . Norm. Enter the necessary data for activity 0040. Norm.SAP Best Practices Project Management in Research & Development: BPP Work Center WBS Element 7. Field name Description Norm. Enter the necessary data for activity 0110. Norm. Work Work Center WBS Element 14. Field name Description Norm. Enter the necessary data for activity 0100. Field name Description Norm.duratn un.SAP Best Practices Project Management in Research & Development: BPP Norm.duratn un. Enter the necessary data for activity 0090. Field name Description Norm. Work Work Center WBS Element 12. Enter the necessary data for activity 0080. Work Work Center WBS Element Description Description Description Description 12 MON 500 RES-0660 P-RD-000X-50 User action and values Scale to Production 3 MON 360 RES-0640 P-RD-000X-50 User action and values Launch 3 MON 400 RES-0630 P-RD-000X-70 User action and values Post market Clinical Trial 4 MON 300 RES-0650 P-RD-000X-80 User action and values cGMP Regulated Production 2 MON 200 RES-0670 P-RD-000X-90 Comment Comment Comment Comment © SAP AG Page 16 of 27 . Work Work Center WBS Element 13.duratn un.duratn un. Norm. Norm. Norm. Norm. Duration Work Work Center WBS Element 15. Open the network activity where a milestone should be created e.g.SAP Best Practices Project Management in Research & Development: BPP 16. Choose Open. In the templates part of the screen open the part Individual objects. RD0001/0020 where the milestone should be created. 8. Take the symbol for a milestone and drag and drop it to the network activity e. RD-0001/0020. 17. Field name Description Usage 9. 10. Creating Relationships between Network activities Use The purpose of this activity is to ensure that links are created so that activities are carried out and scheduled in the correct order. relationships are created between the network activities.g. P-RD-000X. Enter the number of the project created in the project definition box e. Choose Enter. Enter the data required as described below. Save the data. Procedure 1. 4. Access the transaction choosing one of the following navigation options: SAP Menu Transaction code 2.g. Description User action and values Preclinical Phase Enter Usage 00004. Choose Open (Enter). 5. 7. Creating Milestones to a Network activity Use A strategic date to indicate the importance of a particular part of the project can be represented with a milestone linked to a network activity. Choose Enter. © SAP AG Page 17 of 27 . Start execution Comment Logistics  Project System  Project  Project Builder CJ20N Result The milestone is created linked to the corresponding network activity. 3. Save your settings. Result Network activities are created and assigned to WBS elements. 6. 6. ship. Choose Connect (Ctrl+F6) and link the network activities as appropriate by drag and drop. for example. 13. Enter a value of 6 months (MON) in the field Offset rel. 11.g. Enter the number of the project created in the project definition box e. Turn off connect indicator. Successor Network Activity P-RD-000X-0020 P-RD-000X-0030 P-RD-000X-0040 P-RD-000X-0050 P-RD-000X-0060 P-RD-000X-0070 P-RD-000X-0080 P-RD-000X-0090 P-RD-000X-0100 P-RD-000X-0110 Relationship type FS FS FS FS FS FS FS FS FS FS Logistics  Project System  Project  Project Builder CJ20N Result The desired relationships between network activities have been created. Choose Save (Ctrl+S). Choose Back (F3) and confirm upcoming screen with Yes. Choose Continue (Enter). Predecessor Network Activity P-RD-000X-0010 P-RD-000X-0020 P-RD-000X-0030 P-RD-000X-0040 P-RD-000X-0050 P-RD-000X-0060 P-RD-000X-0060 P-RD-000X-0060 P-RD-000X-0070 P-RD-000X-0070 8. P-RD-000X. Choose Open. © SAP AG Page 18 of 27 . Access the transaction choosing one of the following navigation options: SAP Menu Transaction code 2. Double-click network RD-0001. 10. 9. Choose Network graphic (Shift+F7). 4. 3. Between the activities RD-000X-0060 and RD-000X-0090 a value for the time interval between the activities should be entered by double-clicking the relationship. 7. 12. Choose Open (Enter).SAP Best Practices Project Management in Research & Development: BPP Procedure 1. 5. 7. (Accept any warnings relating to future costs) Description Logistics  Project System  Project  Project Planning Board  Change Project CJ2B User action and values P-RD-000X Choose PS: Planning board profile for network Comment 2. Click Schedule (Shift+F8). Choose Edit  Reconcile dates  Copy scheduled dates. The system copies the maximum dates (earliest start and latest finish) determined in scheduling for each activity and displays them as date bars in the WBS elements. The system uses the project start and finish dates as the basis for calculating and displaying the earliest and latest dates for the activities. On the following Change Project Planning Board screen enter the necessary data: Result All activities of the network RD-0001 are scheduled. Procedure 1. 5. you plan basic dates only. Save your settings. Choose Edit  Select  WBS elements. To do this. 6. you copy the scheduled dates of the activities into the dates of the WBS elements. such as basic dates and forecast dates. Procedure 1.SAP Best Practices Project Management in Research & Development: BPP Scheduling the Project Use In the project system you can plan various date types. Access the transaction choosing one of the following navigation options: SAP Menu Transaction code Logistics  Project System  Financials  Planning  Costs in WBS  Overall values  Change CJ40 © SAP AG Page 19 of 27 . In this process. Choose Open project. Planned Costs Use Planned costs indicate the costs that are planned for the implementation of a research and development project. Plan. 4. Access the transaction choosing one of the following navigation options: SAP Menu Transaction code Field name Project def. The planned costs are not binding. On the following Project: Change screen choose Select all (Ctrl+Shift+F1). Board prf 3. 8. Choose Continue (Enter).000. 7.000.000. 8.00 Comment The cost plan relates to the Overall Project and not to individual years.00 85.00 85. Choose Edit  Total up and set the check mark for Total values and. 3.000.000. Choose Check (Ctrl+F12).00 85. It differs from the planned costs in that it is binding. Field name P-RD-000X-11 P-RD-000X-20 P-RD-000X-30 P-RD-000X-40 P-RD-000X-50 P-RD-000X-60 P-RD-000X-70 P-RD-000X-80 P-RD-000X-90 P-RD-000X-100 P-RD-000X-110 Description User action and values 85.00 15. Procedure 1. On the following Change Cost Planning: Initial Screen enter P-RD-000X in the Project Def.000.g.000.000.000. 4.000.000.000. for example see the box below. Enter your specific overall plan costs for each WBS Element.00 85.00 15. Result Costs are planned for the project.000. Access the transaction choosing one of the following navigation options: © SAP AG Page 20 of 27 .000. Choose Enter.000. Save your settings. the corresponding version number e.000. Optional: If you want to plan your costs on a year-to-year base select the respective year in Period pull-down menu and make the appropriate entries.00 85.000. 5.000.000. field. if you planned costs also on a year-to-year base. Choose Extras  Set Controlling Area enter BP01in the Controlling Area field and choose Continue (Enter). 6. 0 and choose Cost Planning. Budget Use The budget shows the means available for implementing a project.00 15.000.000. Keep the hierarchical structure of your project in mind. Annual values. 9.00 85.SAP Best Practices Project Management in Research & Development: BPP 2.00 85.000. The decision whether the project will continue to be processed or abandoned due to the results. Research and development projects are normally released step by step as the individual elements are organized sequentially and are processed in sequence. 5. if you budgeted your project also on a year-to-year base. © SAP AG Page 21 of 27 . 3. Field name P-RD-000X-10 P-RD-000X-20 P-RD-000X-30 P-RD-000X-40 P-RD-000X-50 P-RD-000X-60 P-RD-000X-70 P-RD-000X-80 P-RD-000X-90 P-RD-000X-100 P-RD-000X-110 Description User action and values 10000000 10000000 5000000 5000000 10000000 10000000 5000000 5000000 5000000 5000000 5000000 Comment 4. 7. Keep the hierarchical structure of your project in mind. Logistics  Project System  Financials  Budgeting  Original Budget  Change CJ30 On the following Change Original Budget: Initial Screen enter P-RD-000X in the Project Def. partial release makes sense. Choose Check (Ctrl+F12). Enter your specific budget values for each WBS Element. Choose Continue (Enter). field and choose Original Budget. Choose Enter. 8. or the entire project can be released all at once. is made from operation to operation. 6. Optional: If you want to budget your project on a year-to-year base select the respective year in Period pull-down menu.SAP Best Practices Project Management in Research & Development: BPP SAP Menu Transaction code 2. Choose Edit  Total up and set the check mark for Total values and. Annual values. For this reason. This also entails a total distribution and not a distribution by year. it must be released. Save your settings. The release can either be granted for individual activities or elements. Release Use Before a project can be edited. Result The project is budgeted. The budget is allocated for the individual WBS elements. has to be released as well. Choose Activity overview (F7). On the following Change Project: Initial Screen enter P-RD-000X in the Project Def. 4. the activity in the network.SAP Best Practices Project Management in Research & Development: BPP Procedure 1. After releasing the respective WBS Element. 5. This primarily makes sense for time-intensive R&D projects as partial confirmations can be used to determine the progress made on a project. If you release the first WBS Element the project will be completely released at once since the first WBS Element is the Top-WBS Element. which is connected with the released WBS Element. Access the transaction choosing one of the following navigation options: SAP Menu Transaction code Logistics  Project System  Project  Special Maintenance Functions  Work Breakdown Structure (WBS)  Change CJ02 2. 4. field and choose WBS element overview (F5). Release the activity by choosing Edit  Status  Release. Logistics  Project System  Project  Special Maintenance Functions  Network  Change CN22 Result The second WBS element and the activity which is connected to the second WBS element is released Confirmations Use An activity is processed and the work achieved needs to be confirmed in order to end the activity and to credit the scheduled resources. Save your settings. 1. Partial confirmations are possible. Select the activity which is aligned to your released WBS Element (P-RD-000X-10). 3. Access the transaction choosing one of the following navigation options: © SAP AG Page 22 of 27 . Prerequisites WBS elements and network activities for which confirmations are set have to be released. Save your entries. Access the transaction choosing one of the following navigation options: SAP Menu Transaction code 2. Select the second WBS Element to be released by choosing Edit  Status  Release. Enter the network number RD-0001 3. Procedure 1. If an activity/element is completely finished. Prerequisites Component Projects is activated in controlling area BP01. Access the transaction choosing one of the following navigation options: SAP Menu Transaction code 2. Enter the network number RD-0001 3. Select the first activity Logistics  Project System  Project  Special Maintenance Functions  Network  Change CN22 Enter the network number RD-0001 Choose Details  Activity/Element  Confirmation Enter the duration (Actual in days) and the work (Actual in hours) for the activity/element performs the confirmation. 6. 8. Select the first activity. On the following Maintain Settlement Rule: Overview screen enter the necessary date: Field name Cat Settlement Receiver % Description User action and values WBS P-RD-000X-10 100 Comment Logistics  Project System  Project  Special Maintenance Functions  Network  Change CN22 © SAP AG Page 23 of 27 . 5.SAP Best Practices Project Management in Research & Development: BPP SAP Menu Transaction code 2. you can set the final confirmation indicator. 3. Choose Activity overview (F7).Networks Use The project is only a cost collector. Choose Activity overview (F7). Storing the Settlement Rule . Procedure 1. Choose Back (F3). 5. The purpose of this activity is to settle network activities at the end of each period 100% to the aligned WBS elements. 4. 4. Save your settings. Choose Details  Activity/Element  Settlement Rule. 7. 6. Result The first activity of the network is confirmed. Access the transaction choosing one of the following navigation options: SAP Menu Transaction code Logistics  Project System  Financials  Period-End Closing  Single Functions  Settlement  Individual Processing CJ88 2. Choose Back (F3). Optional: In the Processing Options field group deselect checkmark Test Run if you want to make a real run. © SAP AG Page 24 of 27 . 9. Choose Back (F3). On the following Actual Settlement: Project/WBS Element/Network screen enter the necessary data: Field name Network Description User action and values Enter first network and network activity (e. 5. 7. 6. RD0001 / 0010 Enter period The settlement period and the period on which the execution/setup of the operation started must be similar Comment Settlement Period Fiscal Year Enter current year 3. the processing category and the selection are displayed. 8. On the following Actual Settlement: Project/WBS Element/Network Basic list the results.SAP Best Practices Project Management in Research & Development: BPP Settlement type FUL 7. Choose Check (Ctrl+F12). Optional: For detailed posting information choose Detailed Lists. 4. Procedure 1. Save your settings. Choose Execute (F8). Result The settlement rule for the first network activity is defined. Network Settlement Use The purpose of this activity is to settle network activities ONLY at the end of each period to the corresponding WBS elements. On the appearing Information dialog box choose Continue (Enter). No errors should occur.g. Result The WBS element received the actual costs of the selected period from the network activity. 3. Click the WBS element for which a settlement rule should be entered e. Enter the following data: Cat PSG 13.g.g. Choose Enter and Continue. Enter the following data: Cat WBS Settlement receiver Enter WBS element which should receive costs e. 15. Choose Edit  Costs  Settlement rule. Choose Open (Enter).SAP Best Practices Project Management in Research & Development: BPP Storing the settlement rule WBS Elements Procedure 1. Choose Back (F3). 14. Procedure 1. Enter the number of the project created in the project definition box e. Save your settings. P-RD-000X-11 10. Access the transaction choosing one of the following navigation options: SAP Menu Logistics  Project System  Financials  Period-End Closing  Single Functions  Settlement  Individual Processing © SAP AG Page 25 of 27 . P-RD-000X-00 11. Click Open. 12. Choose Back (F3).g. P-RD-000X-10 6.g. 7.g. P-RD-000X-00 % 100 Comment Logistics  Project System  Project  Project Builder CJ20N 8. Settlement receiver % Comment Settlement of all costs Use The purpose of this activity is to settle ALL costs to the corresponding receiver at the end of each period. P-RD-000X. Click the WBS element for which a settlement rule should be entered e. 5. Access the transaction choosing one of the following navigation options: SAP Menu Transaction code 2. Choose Edit  Costs  Settlement rule. 9. Repeat the procedure for further WBS elements e. 4. The purpose of this activity is to define the scope of the evaluation by selecting the fields to be displayed and defining the PS Info Profile. Procedure 1. 5. 6. you can evaluate the various project data. Evaluating the Project Use In the structure overview of the Project Information System. 3. 7. On the following Actual Settlement: Project/WBS Element/Network Basic list screen the results. the processing category and the selection are displayed. 4. One the following Project Info System: Structure Initial Screen enter the necessary data: Field name Description User action and values Comment © SAP AG Page 26 of 27 . With hierarchy With orders Settlement Period Fiscal Year Enter current year 3. On the Enter Profile screen enter 000000000001 and choose Continue (Enter). Optional: For detailed posting information choose Detailed Lists. Choose Execute (F8).SAP Best Practices Project Management in Research & Development: BPP Transaction code CJ88 2. Optional: In the Processing Options field group deselect checkmark test run if you want to make a real run. P-RD-000X Check box Check box Enter period The settlement period and the period on which the execution/setup of the operation started must be similar Comment WBS elements to be settled must already be released and have a settlement rule. On the following Actual Settlement: Project/WBS Element/Network screen enter the necessary data: Field name Project Description User action and values Enter the project name of the project for which you which to settle the costs e.g. Result All costs are settled to the appropriate receiver for the project number entered. Choose Back (F3). Access the transaction choosing one of the following navigation options: SAP Menu Transaction code Logistics  Project System  Information System  Structures  Structure Overview CN41 2. SAP Best Practices Project Management in Research & Development: BPP Project 4. 6. P-RD-000X 5. Choose Execute (F8). © SAP AG Page 27 of 27 . you need to execute periodic tasks. During the lifetime of a project. For example. On the following Project Info System:Structure Overview screen choose Choose fields (F5). Result You have now evaluated the values of your project. In the following Select fields dialog box double-click Actual costs. 7. Choose Continue (Enter). you need to settle the costs incurred to the final cost objects.