Project System in SAP S/4HANA - The Comprehensive Guide to Project Management

Managing projects across an organization is complex. This book guides you through each twist and turn in the project lifecycle using Project System in SAP S/4HANA. Start by setting up the master data that project management depends on. Then configure and run planning functions for project logistics and financials. Finally, execute your projects and manage all period-end allocation and close tasks. Details on project analysis reports and integration scenarios make this the only guide you need!

In this book, you'll learn about:

a. Project Setup
Set up your Project System master data in SAP S/4HANA. Customize data elements like work breakdown structures and networks. Make the most of versions, editing functions, project processing capabilities, and more.

b. Project Planning, Execution, and Close
Configure and run the core phases of project management, step by step. Plan your project costs and logistics, perform project execution activities across the SAP S/4HANA system, and manage period-end close for plan and actual data.

c. Reporting and Integration
Analyze your project data with Project System reports for project structures, financials, and logistics. Explore integration scenarios for Project System such as SAP S/4HANA Cloud for projects.

Highlights include:

1) Master data
2) Scheduling
3) Resource planning
4) Material planning
5) Revenue planning
6) Budgeting
7) Project execution
8) Invoicing
9) Period-end close
10) Integration
11) Reporting

List of contents

... Preface ... 13

... Objective of This Book ... 14

... Target Audience ... 14

... Structure of the Book ... 15

1 ... Structures and Master Data ... 17

1.1 ... Basic Principles ... 17

1.2 ... Work Breakdown Structure ... 26

1.3 ... Network ... 44

1.4 ... Milestones ... 63

1.5 ... Documents ... 67

1.6 ... Status ... 70

1.7 ... Editing Functions ... 75

1.8 ... Tools for Optimized Master Data Maintenance ... 87

1.9 ... Versions ... 103

1.10 ... Archiving Project Structures ... 108

1.11 ... Summary ... 111

2 ... Planning Functions ... 113

2.1 ... Date Planning ... 113

2.2 ... Resource Planning ... 133

2.3 ... Material Planning ... 154

2.4 ... Planning Costs and Statistical Key Figures ... 180

2.5 ... Revenue Planning ... 212

2.6 ... Summary ... 220

3 ... Budget ... 221

3.1 ... Budgeting Functions in Project System ... 222

3.2 ... Integration with Investment Management ... 238

3.3 ... Summary ... 245

4 ... Project Execution ... 247

4.1 ... Actual Dates ... 248

4.2 ... Account Assignment of Documents ... 252

4.3 ... Confirmations ... 259

4.4 ... External Procurement of Services ... 273

4.5 ... Material Procurement and Delivery ... 277

4.6 ... Billing ... 289

4.7 ... Project Progress ... 295

4.8 ... Claim Management ... 308

4.9 ... Summary ... 312

5 ... Period-End Closing ... 313

5.1 ... Processing Types ... 314

5.2 ... Revaluation at Actual Prices ... 317

5.3 ... Overhead Rates ... 320

5.4 ... Template Allocations ... 323

5.5 ... Interest Calculation ... 327

5.6 ... Results Analysis ... 335

5.7 ... Project-Related Incoming Orders ... 351

5.8 ... Cost Forecast ... 357

5.9 ... Settlement ... 361

5.10 ... Summary ... 376

6 ... Reporting ... 377

6.1 ... Project Information System: Structures and Overview Apps ... 378

6.2 ... Project Information System: Financials ... 391

6.3 ... Logistical Reports ... 416

6.4 ... Project Summarization ... 425

6.5 ... Summary ... 430

7 ... Integration Scenarios ... 431

7.1 ... Portfolio and Project Management ... 432

7.2 ... Commercial Project Management ... 445

7.3 ... Enhancements on SAP Business Technology Platform ... 452

7.4 ... Summary ... 457

A ... Selected Interfaces in Project System ... 461

B ... Selected Project System Database Tables ... 465

C ... Transactions and Menu Paths ... 467

C.1 ... Structures and Master Data ... 467

C.2 ... Planning Functions ... 471

C.3 ... Budget ... 475

C.4 ... Project Execution ... 476

C.5 ... Period-End Closing ... 479

C.6 ... Reporting ... 481

D ... The Authors ... 485

... Index ... 487

About the author

Dr. Mario Franz works as a product manager in the area of EPPM. He has previously worked in this field in various roles at SAP, including holding SAP courses on Project System for several years and assisting with consultant training.

Summary

Managing projects across an organization is complex. This book guides you through each twist and turn in the project lifecycle using Project System in SAP S/4HANA. Start by setting up the master data that project management depends on. Then configure and run planning functions for project logistics and financials. Finally, execute your projects and manage all period-end allocation and close tasks. Details on project analysis reports and integration scenarios make this the only guide you need!

In this book, you’ll learn about:

a. Project Setup
Set up your Project System master data in SAP S/4HANA. Customize data elements like work breakdown structures and networks. Make the most of versions, editing functions, project processing capabilities, and more.

b. Project Planning, Execution, and Close
Configure and run the core phases of project management, step by step. Plan your project costs and logistics, perform project execution activities across the SAP S/4HANA system, and manage period-end close for plan and actual data.

c. Reporting and Integration
Analyze your project data with Project System reports for project structures, financials, and logistics. Explore integration scenarios for Project System such as SAP S/4HANA Cloud for projects.

Highlights include:

1) Master data
2) Scheduling
3) Resource planning
4) Material planning
5) Revenue planning
6) Budgeting
7) Project execution
8) Invoicing
9) Period-end close
10) Integration
11) Reporting

Product details

• Authors: Mario Franz, Andrea Langlotz
• Publisher: Rheinwerk Verlag
• Languages: English
• Product format: Hardback
• Released: 05.10.2023
• EAN: 9781493223671
• ISBN: 978-1-4932-2367-1
• No. of pages: 504
• Dimensions: 191 mm x 36 mm x 236 mm
• Weight: 1216 g
• Series: SAP PRESS Englisch
• Subjects: Natural sciences, medicine, IT, technology > IT, data processing > Data communication, networks; SAP S/4HANA, Project management, SAP Project System (SAP PS), SAP Enterprise Portfolio and Project Management (SAP EPPM)