Report Painter

EHP4 for SAP ERP 6.0 September 2010 English Project Reporting for Engineering and Construction (448) Building Block Configuration Guide SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany IBM. Inc. System p. National product specifications may vary. Xcelsius. and SAP Group shall not be liable for errors or omissions with respect to the materials. z/OS. Inc. BladeCenter. R/3. Power Architecture. PowerPC. Java is a registered trademark of Sun Microsystems. System Storage. BusinessObjects. RACF. Duet. Netfinity. pSeries. and Motif are registered trademarks of the Open Group. z/VM. and other countries. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services. POWER. VideoFrame. AS/400. Intelligent Miner.SAP Best Practices Project Reporting for Engineering and Construction (448): Configuration Guide Copyright © 2010 SAP AG. i5/OS. if any. Crystal Decisions. 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These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only.. UNIX.S. All rights reserved. XHTML and W3C are trademarks or registered trademarks of W3C®. World Wide Web Consortium. All other product and service names mentioned are the trademarks of their respective companies. S/390. PartnerEdge. Citrix. HTML. BatchPipes. OS/390. HACMP. Business Objects and the Business Objects logo. PostScript. The information contained herein may be changed without prior notice. ICA. WebSphere. Nothing herein should be construed as constituting an additional warranty. and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. JavaScript is a registered trademark of Sun Microsystems. Exact user entry. titles of graphics and tables. screen titles. Keys on the keyboard. transaction codes. Example text EXAMPLE TEXT Emphasized words or phrases in body text. SELECT and INCLUDE. program names. These include field names.SAP Best Practices Project Reporting for Engineering and Construction (448): Configuration Guide Icons Icon Meaning Caution Example Note or Tip Recommendation Syntax External Process Business Process Alternative/Decision Choice Typographic Conventions Type Style Example text Description Words or characters that appear on the screen. messages. These are words or characters that you enter in the system exactly as they appear in the documentation. Names of elements in the system. function keys (such as F2) or the ENTER key. These include report names. for example. pushbuttons as well as menu names. This includes file and directory names and their paths. source code. Variable user entry. paths and options. names of variables and parameters as well as names of installation. for example. Pointed brackets indicate that you replace these words and characters with appropriate entries. and individual key words of a programming language. when surrounded by body text. table names. Example text EXAMPLE TEXT Example text <Example text> © SAP AG Page 3 of 16 . Screen output. upgrade and database tools. Cross-references to other documentation. ..........1 Prerequisites.............................................5 2 Preparation.......................5 1 Purpose............................................................................1 Creating Form for Project Reports...........................5 3..........................................................................................................................2 Creating Report...............................................................................SAP Best Practices Project Reporting for Engineering and Construction (448): Configuration Guide Contents Project Reporting for Engineering and Construction.............................................................................................................................................5 2...........................................................................................................................5 3...........14 © SAP AG Page 4 of 16 ...................................................................5 3 Configuration........................... 3 Configuration 3. 2 Preparation 2. which you can find on this package's SAP Note. you must install prerequisite building blocks.xls. Access the activity using one of the following navigation options: Transaction code IMG menu CJE6 Project System  Information System  Costs/ Revenues Information System  Hierarchy Reports  Maintain Form  Create Form 2.xls). refer to the Quick Guide of your SAP Best Practices version. On the Report Painter: Create Forms screen. make the following entries: Field name Form type Description RPSCO_X Project Report © SAP AG Page 5 of 16 . The reporting tools and pre-configured reports can be used to satisfy the major reporting requirements to track project cost/revenue and progress the reports referenced in this scenario are created using the Report Painter tool.1 Prerequisites Before you start installing this building block.SAP Best Practices Project Reporting for Engineering and Construction (448): Configuration Guide Project Reporting for Engineering and Construction 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. see the building block prerequisite matrix (Prerequisites_Matrix_[xx]_EN_IN. and Operations: Prerequisites_Matrix_ECO_EN_IN. This document can be found on the SAP Best Practices documentation DVD in the folder \ECO_IN\Documentation\. for example.1 Creating Form for Project Reports Procedure 1. 3. There are no specific requirements concerning master data. The following descriptions refer to project related reporting. In the Set Controlling Area window. For more information. ECO refers to the SAP Best Practices for Engineering. Construction. the placeholder [xx] depends on the SAP Best Practices version you use. If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools. enter 1000. YECPRBUD Costs: Plan . 10.1-4.comp Selected 6. then choose Move selected to left to put them as Selected characteristics.6-9 1 Variable ON/OFF From Variable on <ORIGPLAN> 1 10 P 1 6 1 4 9 To © SAP AG Page 6 of 16 . 5. Make the following entries: Name Version Value type Value type Object ind.1-4. Choose Create.10 P. & Debit type.6-9 1 X001 + X003 Current Budget Act Cost (Actual Cost) Overall in CAC 0 4. Double-click the Column 1 heading. Choose the Key figure with characteristics radio button and choose Confirm.1-4. Object ind. Change the first column name from Column 1 to Original (Original Budget). Debit type Formula Continued Columns Name Commit Remaining Budg Cost/Comp (Cost to Forecast at Co (Forecast at Pr Pd FAC (Prior Period Curr Plan (Current Plan) Overall in CAC 0 1. Object ind.6-9 1 Pend Chg (Pending Change Orders) Overall in CAC Variable on <PENDCHGV> 1. On the Element definition: Overall in CAC screen. Repeat above steps using the tables below as a guide.6-9 1 App Chg (Approved Change Orders) Overall in CAC Variable on <APPCHGVE> 1. choose available characteristic Version & Value Type & Object ind. 11 P. choose Confirm. 7. Debit type 9.10 P.10 P. Choose Check.SAP Best Practices Project Reporting for Engineering and Construction (448): Configuration Guide Form Description Structure – Two axes (matrix) 4. 8. build the columnar structure using Report Painter: Columns Name Key figure Version Value type Object ind.1-4. 11. 14.6-9 1 completion) FAC) Overall in CAC Variable on <PRPRDFAC> 1. Choose Check.10 P.1-4. 10 P. then choose Move selected to left to put them as Selected characteristics.X010 X010 X002 Overall in CAC Variable on <0EACVS> 1. 13. 17. 18.10 P. 15. Make the following entries: Name Fiscal Year Period Variable ON/OFF Selected Selected From SELYEAR PERIO-1 16.1-4. Change the first row name under the Lead column from Row 1 to Previous Period. Debit type Formula Overall in CAC 0 4. Repeat step 12 to 17 to build the other row structure using the following characteristics. 1-4. choose Confirm. On the Element definition: screen.SAP Best Practices Project Reporting for Engineering and Construction (448): Configuration Guide Complete) Key figure Version Value type Object ind.6-9 1 ( X002 X006 ) X007 Difference to (Difference to FAC) Forecast Budg (Forecast/ Budget variance) Pl Rev (Contract Value Planned Revenue) Overall in CAC 0 1. 26 P. 11 P. 6-9 2 X011 . Double-click the first row under the Lead column. Debit type Formula Overall in CAC 0 21-24.6-9 1 X009 + X006 Continued Columns Name Act Rev (Actual Revenue) Gross Profit P (Gross Profit (Planned)) Gross Profit P (Gross Profit Forecast) Key figure Version Value type Object ind. 6-9 2 X014 X001 X014 X001 12. 1-4.1-4. Row name Current Period Curr Period +1 Curr Period +2 Curr Period +3 © SAP AG Page 7 of 16 . Choose the Characteristics radio button and choose Confirm. choose available characteristic Fiscal Year & Period. Choose Confirm. Save your entries. From the menu path. On the Report Painter: Create Form screen. 22. Add the descriptions as follows: Field name APPCHGVE ORIGPLAN PENDCHGV PERIO PRPDFAC 20. Build the columnar structure using the following key figures and characteristics: Columns Name Group Progress Version Variable ON/OFF (for Version) Version Forecast vrsn Original Budg All values Selected Act Cost All values BCWS All values Variable on <0EVVS> Selected BCWP All values Variable on <0EVVS> Selected ACWP All values CTC All values Description RPSCO_X Project Report YECEARNVAL Earned Value Selected Description Approved Changes Ver Original Plan Ver Pending Changes Ver Period Prior Period FAC Ver 0VS1 - 0 - - - 0 - Variable on <0CTCVS> © SAP AG Page 8 of 16 . 25. 23. 21. Choose Create. Choose Back. make the following entries: Field name Form type Form Description Structure – Two axes (matrix) 24.SAP Best Practices Project Reporting for Engineering and Construction (448): Configuration Guide From (for Fiscal Year) From (for Period) Variable ON/OFF SELYEAR SELYEAR SELYEAR SELYEAR &PERIO Selected &PERIO + 1 Selected &PERIO + 2 Selected &PERIO + 3 Selected 19. choose Extras → Variables → Variables Definition. SAP Best Practices Project Reporting for Engineering and Construction (448): Configuration Guide Value type Object ind.14. 26 P. Debit type Continued Columns Name 1.6-9 1 4.1-4. 10 P.10 P. 29. make the following entries: Field name Form type Form Description Structure – Two axes (matrix) 30. Save your entries. 28.1-4. On the Report Painter: Create Form screen. 11 P.14.6-9 1 4. 22-24.6-9 1 P3. Build up columnar structure using the following characteristics (no key figures): Columns Name Group Prev Per <all Curr Per <all values> Curr +1 <all Curr +2 <all Curr +3 <all Description RPSCO_X Project Report YECCF Cash Flow Selected Previous Period SELYEAR &PERIO .1-4. Build the row structure using the following characteristics.1 Selected Current Period SELYEAR &PERIO Selected Curr Period +1 SELYEAR &PERIO + 1 Selected Curr Period +2 SELYEAR &PERIO + 2 Selected Curr Period +3 SELYEAR &PERIO + 3 Selected © SAP AG Page 9 of 16 . Progress Version Variable ON/OFF (for Progress Version) Value Type Continued Columns Name Formula Line Scheduling Index X003 / X004 Cost Index X005 / X004 Cost Variance X004 .X003 26. Choose Back.6-9 1 P1. 31.X005 Scheduling Variance X004 . Row name From (for Fiscal Year) From (for Period) Variable ON/OFF 27.6-9 1 P2 P. 11 P.6-9 1 Forecast at Co(Forecast at Completion) X005 + X006 - Agg POC Pl (Aggregated PoC Planned) <all values> PEV1 Variable on <0EVVS> Selected P1 Agg POC Ac (Aggregated PoC Actual) <all values> PEV1 Variable on <0EVVS> Selected P2 Formula Line Group Business Trans. Choose Create.1-4. 6-9 2 DR payment transfer Total Cash In Total in OC INR 0 64 P. KAVS to KAZZ KAAA to KAVQ. 6-9 2 Total in OC INR 0 55 P. Build the row structure using the following characteristics: Row Name Key figure Total in OC Total in OC Object Curre ncy INR INR KAAA to KAVQ. 6-9 P. 1-4. 6-9 Debit type 2 2 Formul aline DR financial budget DR down payment request DR down payment Total in OC INR 0 61. 1-4. 6A 58 Object ind. 1-4. 59 P. 1-4. P. KAVS to KAZZ KAAA to KAVQ. 1 1 © SAP AG Page 10 of 16 . KAVS to KAZZ KAAA to KAVQ. KAVS to KAZZ KAAA to KAVQ. 6-9 2 Total in OC INR 0 57.1 Selected SELYEAR Selected &PERIO Selected values> SELYEAR Selected &PERIO + 1 Selected values> SELYEAR Selected &PERIO + 2 Selected values> SELYEAR Selected &PERIO + 3 Selected 32. KAVS to KAZZ KBLZ Busines s Trans Vers ion 0 0 Value Type 62. 63 P. 1-4. 6-9 2 DR paym oblig invc (DR payment obligation from invoice) DR paym oblig bank (DR payment obligation from bank clearing) Payment DR side Total in OC INR 0 54 P. 1-4. 1-4. 6-9 2 Y001 + Y002 + Y003 + Y004 + Y005 + Y006 + Y007 CR financial budget CR payment Total in OC Total INR INR KAAA to 0 0 62 to 6A 51 P.SAP Best Practices Project Reporting for Engineering and Construction (448): Configuration Guide values> Fiscal Year Variable ON/OFF (for Fiscal Year) Period Variable ON/OFF (for Period) SELYEAR Selected &PERIO . 1-4. 6-9 P. 1-4. Choose Back. 1-4. KAVS to KAZZ INR KAAA to KAVQ. 6-9 P. 6-9 1 Total in OC INR 0 57 P. 6-9 1 1 1 Total in OC INR 0 54 P. 59 52 P.SAP Best Practices Project Reporting for Engineering and Construction (448): Configuration Guide oblig PO (CR payment obligation from PO) CR down payment req in OC KAVQ. 1-4. 1-4. 34. 6-9 1 CR down payment w/ PO CR down paym w/o PO CR paym oblig GR (CR payment obligation from GR) CR paym oblig invce (CR payment obligation from invoice) CR paym bank clear (CR payment obligation from bank clearing) CR payments Total in OC Total in OC Total in OC INR INR INR 0 0 0 61. 59 61. Save your entries. KAVS to KAZZ KAAA to KAVQ KAVS to KAZZ KAAA to KAVQ KAVS to KAZZ KAAA to KAVQ KAVS to KAZZ KBLZ 0 58 6-9 Total in OC P. make the following entries: Field name Description © SAP AG Page 11 of 16 . KAVS to KAZZ KAZM KAZO KAAA to KAVQ. 35. 1-4. 6-9 1 Y009 + Y010 + Y011 + Y012 + Y013 + Y014 + Y015 + Y016 + Y017 + Y018 Y008 Y019 Net cash in(out) 33. 6-9 1 Total in OC INR 0 55 P. 1-4. 1-4. 1-4. 1-4. 6-9 1 CR payment transfer Total Cash Out Total in OC INR 0 64 P. On the Report Painter: Create Form screen. 6-9 P. Choose Back. On the Report Painter: Create Form screen. 1-9 1 VLRV 0 49 - COSR COSP 0 49 - WIPR WIPP 0 49 - RUCR RUCP 0 49 - 38. Build up the columnar structure using the following characteristics: Columns Name Key figure Group Object Currency Variable ON/OFF (for Object Currency) Version Variable ON/OFF (for Version) Res. Total in OC <all values> 0OW Selected Plan cost Total in CAC <all values> 0OW Selected Acc rev Total in OC <all values> 0OW Selected COS Total in OC <all values> 0OW Selected WIP Total in OC <all values> 0OW Selected Reserves Total in OC <all values> 0OW Selected 0VS Selected 1.SAP Best Practices Project Reporting for Engineering and Construction (448): Configuration Guide Form type Form Description Structure – Two axes (matrix) 36. Choose Create. 40. 10 P. Anlys cat. RA Version Value Type Object ind.1 Selected &PERIO Selected &PERIO + 1 Selected &PERIO + 2 Selected &PERIO + 3 Selected © SAP AG Page 12 of 16 . make the following entries: Previous period <all values> SELYEAR Selected Current period <all values> SELYEAR Selected Current period +1 <all values> SELYEAR Selected Current period +2 <all values> SELYEAR Selected Current period +3 <all values> SELYEAR Selected &PERIO . Build the row structure using the following characteristics: Row Name Group Fiscal Year Variable ON/OFF (for Fiscal Year) Period Variable ON/OFF (for Period) 39. Save your entries. 10 P. 41. 1-9 2 0VS Selected 1. Debit type Plan rev. RPSCO_X Project Report YECRESPL Result Plan Selected 37. 69 X004 / X005 X005 / X001 Plan Hrs Overall in CAC LABOR 0 1.1-4. Description RPSCO_X Project Report YECUNCOSTPR Unit Cost/ Productivity report Selected 43.10 P. Build the row structure using the following characteristics: Row Name Previous Current Current Current Current © SAP AG Page 13 of 16 . Build up the columnar structure using the following characteristics: Columns Name Key figure Curr Bud (Current Budget) Overall in CAC Plan Qty Overall in CAC QTYCYQTYTO 0VS Selected 0 0 Orig Un Co (Original Unit Cost) Actua l Cos Overa ll in CAC Actual Qty Overall in CAC QTYCYQTYTO 0 Ac Un Cos % Compl Val.10 P.69 X001 / X002 4. 6-9 1 4. Debit type Formula Continued Lead Column Key figure Val.categ ory Version Variable ON/OFF (for Version) Value type Object ind.SAP Best Practices Project Reporting for Engineering and Construction (448): Configuration Guide Field name Form type Form Description Structure – Two axes (matrix) 42.6-9 Actual Hrs Overall in CAC LABOR 0 4.category Version Value type Object ind.1-4.1-4. 11 P. Choose Enter.6-9 1 1. 11 P.1-4. 11 P.1-4.10 P.1-4.6-9 Plan Prod (Planned Productivity) Act Prod (Actual Productivity) X002 / X009 X005 / X010 44. Debit type Formula X006 * X002 X001 Cost Var 1. make the following entries: Variable Value Period 1 Entry at Execution X © SAP AG Page 14 of 16 .2 Creating Report Use In this activity. make the following entries: Report type Report Text With form 3.1 Selected &PERIO Selected &PERIO + 1 Selected &PERIO + 2 Selected &PERIO + 3 Selected 3. Access the activity using one of the following navigation options: Transaction code IMG menu CJE1 Project Systems  Information Systems  Costs/ Revenues Information System  Hierarchy Report  Maintain Reports  Create Reports 2. On the Variables tab page. 46. On the Characteristics tab page. you create the project report.SAP Best Practices Project Reporting for Engineering and Construction (448): Configuration Guide period Group Fiscal Year Variable ON/OFF (for Fiscal Year) Period Variable ON/OFF (for Period) 45. Choose Create. Choose Back. make the following entries: Field name Characteristics Hierarchy Description User action and values Object X Note RPSCO_X Project Report YECPRBUD Project Budget Overview YECPRBUD 5. Procedure 1. 4. <all values> SELYEAR Selected period <all values> SELYEAR Selected period +1 <all values> SELYEAR Selected period +2 <all values> SELYEAR Selected period +3 <all values> SELYEAR Selected &PERIO . Save your entries. On the Create Project Report: Initial Screen. navigation ctrl. navigation ctrl.SAP Best Practices Project Reporting for Engineering and Construction (448): Configuration Guide 6. drilldownctrl. Basic List: Detail 7. drilldownctrl. Save your entries. 9. detail ctrl X 105 Info control. detail ctrl X 105 Info control. detail ctrl © SAP AG Page 15 of 16 . On the Output Type tab page. drilldownctrl. drilldownctrl. navigation ctrl. detail ctrl 1 SAP Template X Note With form Characteristics Hierarchy Variables tab page Period: Variable Value Period: Entry at Execution Object currency :Variable Value Object currency: Entry at Execution Plan version: Variable Value Plan version: Entry at Execution OutputType tab page Graphical reportoutput Output areas YECCF Object X 1 X YECRESPL Object X 1 X INR X 0 X Characteristics tab page 0 X X 105 Info control. drilldownctrl. make the following entries: Field name Graphical report-output Output areas HTML templ. Choose Back. 8. navigation ctrl. navigation ctrl. Repeat step 2 to 8 for the following 4 reports: Report Report type Text YECEARNVAL RPSCO_X Project Report Earned Value Report YECEARNVAL Object X 1 X YECCF RPSCO_X Project Report Cash Flow YECRESPL RPSCO_X Project Report Result Plan YECUNCOSTPR RPSCO_X Project Report Unit Cost / Productivity Report YECUNCOSTPR Object X 1 X Description User action and values X 105 Info control. detail ctrl X 105 Info control. SAP Best Practices Project Reporting for Engineering and Construction (448): Configuration Guide HTML templ. Basic List: Detail 1 SAP Template X 1 SAP Template X 1 SAP Template X 1 SAP Template X © SAP AG Page 16 of 16 .