Name: Project Builder in SAP Project System—Practical Guide
Brand: SAP
SKU: BOOK-SAPPRESS-EBOOK-2015-9781493212101

Project Builder in SAP Project System—Practical Guide

Language

🇺🇸 English

Publisher SAP PRESS

Year / Edition 2015 / 1

Pages 343

Authors Kieron Dowling

Project Builder in SAP Project System—Practical Guide

If you're using SAP Project System (SAP PS) to juggle your project management tasks, Project Builder is your best friend—and this book is your best resource. Follow along with instructions and screenshots that show you how to create, edit, and manage your project data. Explore Project Builder’s graphical maintenance tools like the Planning Board and cost planning functionalities like the Easy Cost Planning module. Learn everything you need to coordinate and execute your next project!

Create projects in Project Builder
Manage project data using the Planning Board
Prepare project costs with Easy Cost Planning

You'll learn about:

User-Friendly:
Whether you’re a project coordinator, manager, or planner, discover how to reap the benefits of Project Builder and navigate its planning tools through detailed screenshots and step-by-step instructions.
Project Creation and Maintenance:
Whether it is templates, spreadsheets, or from scratch, explore the various ways in which a project can be created or moved around a structure. Then, see how to maintain project and WBS fields.
Specialized Functions:
Learn how to implement special functions like mass change, or work with simulations to create “what-if” scenarios.

Key Highlights:

Project maintenance
Network headers and activities
WBS elements
Scheduling
Planning Board
Easy Cost Planning
Sales pricing
Mass change
Simulations
Configuration and troubleshooting

View Full Table of Contents

Acknowledgments
Preface
- Book Goals
- Target Audience
- How This Book is Structured
1 Project Builder Basics
- 1.1 Symbols
- 1.2 Primary Screen
- 1.3 User-Specific Options
  - 1.3.1 General Options
  - 1.3.2 Template Options
  - 1.3.3 Processable Objects Options
- 1.4 Working Areas
- 1.5 Navigation Methods
  - 1.5.1 Dropdown Menus
  - 1.5.2 Graphics Icons
  - 1.5.3 Right-Click Context Menus and Function Keys
- 1.6 Summary
2 Creating Projects and WBS Elements
- 2.1 Creating a Project from Scratch
- 2.2 Creating a Project by Copy
  - 2.2.1 Alternative 1: Automatic
  - 2.2.2 Alternative 2: Manual
- 2.3 Adding WBS in Overview
  - 2.3.1 Using Auto-Inherit WBS Numbers
  - 2.3.2 Inserting a WBS
  - 2.3.3 Copying a WBS from Excel
- 2.4 Maintaining Objects in Overview
  - 2.4.1 Network Header Overview
  - 2.4.2 Activity Overview
  - 2.4.3 Milestones Overview
  - 2.4.4 PS Text Overview
  - 2.4.5 Documents Overview
- 2.5 Maintaining a WBS in Hierarchy Graphic View
  - 2.5.1 Zooming In and Out
  - 2.5.2 Selecting/Deselecting
  - 2.5.3 Displaying a Legend
  - 2.5.4 Expanding/Collapsing a Hierarchy
  - 2.5.5 Creating a New WBS
  - 2.5.6 Copying a WBS
  - 2.5.7 Revealing WBS Details
  - 2.5.8 Deleting a WBS
  - 2.5.9 Connecting WBS Elements
  - 2.5.10 Changing the Size of Displayed WBS Elements
  - 2.5.11 Cutting a WBS
  - 2.5.12 Including a WBS
- 2.6 Adding a WBS in Structure Overview
  - 2.6.1 Dragging and Dropping to Add a WBS
  - 2.6.2 Marking and Clicking a WBS
- 2.7 Adding Objects to a WBS
  - 2.7.1 Adding Milestones to a WBS
  - 2.7.2 Adding PS Text
  - 2.7.3 Adding Documents
- 2.8 Changing the WBS Level
  - 2.8.1 In the Structure View
  - 2.8.2 With the Right-Click Context Menu
  - 2.8.3 In the Project Planning Board
  - 2.8.4 In the Hierarchy Graphic View
- 2.9 Maintain Project Definition Fields
  - 2.9.1 Control Data
  - 2.9.2 Basic Data
  - 2.9.3 Administration
  - 2.9.4 Long Text
- 2.10 Maintaining WBS Fields
  - 2.10.1 Basic Data
  - 2.10.2 Dates
  - 2.10.3 Assignments
  - 2.10.4 Control
  - 2.10.5 User Fields
  - 2.10.6 Administration
  - 2.10.7 Superior
  - 2.10.8 Progress
  - 2.10.9 Partner
- 2.11 Summary
3 Creating and Maintaining Networks
- 3.1 Network Header
  - 3.1.1 Adding a Network Header in the Structure View
  - 3.1.2 Adding an Activity in Structure View
  - 3.1.3 Maintaining Network Header Fields
- 3.2 Network Activities
  - 3.2.1 Maintaining Network Activity Fields
  - 3.2.2 External Activity
  - 3.2.3 General Cost Activity
  - 3.2.4 Service Activity—External (for Service)
  - 3.2.5 Maintaining Activity Elements
- 3.3 Network Relationships in the Overview
  - 3.3.1 Network Relationships in the PERT Chart
  - 3.3.2 Network Relationships in the Overview
- 3.4 Summary
4 Communication via Attachments and Additional Notes
- 4.1 Accessing the Services for Object Menu
- 4.2 Creating Attachments
- 4.3 Creating Notes
- 4.4 Creating URL References
- 4.5 Attachment List
- 4.6 Private Note
- 4.7 Send Object with Note
- 4.8 Summary
5 Preparing Cost Plans with Easy Cost Planning
- 5.1 Planning Costs with Easy Cost Planning
  - 5.1.1 Easy Cost Planning
  - 5.1.2 Navigational Icons
  - 5.1.3 The Item View (Manual Planning)
  - 5.1.4 Maintenance Icons
  - 5.1.5 Creating an Item in the Item View
  - 5.1.6 The Planning Form View (Automatic Planning)
- 5.2 Execution Services with Easy Cost Planning
- 5.3 Summary
6 Sales Pricing
- 6.1 Sales Pricing Prerequisites
- 6.2 Generating Sales Documents
  - 6.2.1 Maintaining the Billing Plan
  - 6.2.2 Create Quotation
- 6.3 Using DIP Profiles in Sales Pricing
- 6.4 Summary
7 Using Specialized Functions
- 7.1 Mass Change
  - 7.1.1 Initiating a Mass Change
  - 7.1.2 Executing a Mass Change
- 7.2 Simulations
  - 7.2.1 Creating a Simulation Project
  - 7.2.2 Maintaining a Simulated Project
  - 7.2.3 Converting a Simulation to an Operative Project
  - 7.2.4 Display Transfer Log
  - 7.2.5 Reporting Differences
- 7.3 Validations and Substitutions
  - 7.3.1 Manually Executing a Rule
  - 7.3.2 Manually Setting a Rule
- 7.4 Settlements
  - 7.4.1 Settlement Rules
  - 7.4.2 Settlement Parameters
- 7.5 Summary
8 Using the Project Planning Board
- 8.1 Project Planning Board Icons
- 8.2 Project Planning Board Features
  - 8.2.1 Filtering
  - 8.2.2 Grouping
  - 8.2.3 Sorting
  - 8.2.4 Highlighting Objects
  - 8.2.5 Switch Connect Mode On/Off
  - 8.2.6 Scheduling Comparisons
  - 8.2.7 Zoom In on Graphic
  - 8.2.8 Adapting Graphic Area and Timescale
  - 8.2.9 Sets of Dates
  - 8.2.10 Legend
  - 8.2.11 Field Selections
  - 8.2.12 Logs and Lists
  - 8.2.13 Undo User Settings
- 8.3 Project Planning Board Assistant Using the Gantt Chart
  - 8.3.1 Table Area
  - 8.3.2 Date Display
  - 8.3.3 Misc. in Diagram Area
  - 8.3.4 Relationship
  - 8.3.5 Capacity Overview
  - 8.3.6 Component Overview
  - 8.3.7 Costs/Revenues Overview
  - 8.3.8 Maintenance Orders Overview
- 8.4 Timescale Assistant
  - 8.4.1 Evaluation Lead Time
  - 8.4.2 Timescales 01, 02, 03
- 8.5 Project Planning Board Options
  - 8.5.1 Scheduling
  - 8.5.2 Project Planning Board
  - 8.5.3 Application
  - 8.5.4 Template
- 8.6 Summary
9 Configuring Project Builder
- 9.1 Transaction Cross-Reference via Help
  - 9.1.1 Drilling Down to the Source Table
  - 9.1.2 Drilling Down to Customizing
- 9.2 Tabs
  - 9.2.1 Creating a New Customizable Tab
  - 9.2.2 Disabling a Customizable Tab
  - 9.2.3 Permanently Removing a Customized Tab
- 9.3 User-Defined Fields
- 9.4 Field Selections (Unwanted Fields)
  - 9.4.1 Field Selections without Influence
  - 9.4.2 Field Selections with Influence
  - 9.4.3 Field Selections with Conditional Influence
- 9.5 Validations
  - 9.5.1 Creating a Validation
  - 9.5.2 Message Variables
- 9.6 Summary
10 Troubleshooting Project Builder
- 10.1 Missing and Dependent Information
  - 10.1.1 WBS Operative Indicators
  - 10.1.2 Organizational Data
- 10.2 Authorization and Access Issues
- 10.3 Performance Issues
- 10.4 Posting Issues
- 10.5 Conclusion
Appendices
- A Additional Project Management Tools
  - A.1 SAP Commercial Project Management
  - A.2 Open PS
  - A.3 InEight
  - A.4 Noveco ePM
  - A.5 SAP Project Portfolio Management
  - A.6 Summary
- B The Author
Index

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Project Builder in SAP Project System—Practical Guide

You'll learn about:

Key Highlights:

ℹ️ How to purchase this book?

Disclaimer

Project Builder in SAP Project System—Practical Guide

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