Ps project manager 2013
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This document provides a summary of a training guide for project managers on planning, monitoring, and managing capital project costs using SAP Project Systems. It outlines the course purpose and map. It then describes the key processes and roles for financial management of projects. It also explains how to set up a work breakdown structure (WBS) to organize project tasks and costs, enter a project cost plan, and run a project cost report to monitor actual costs against the plan.
Ps project manager 2013
- 1. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 1/59 PS Project Manager Training Project Systems - Project Manager Training Course Purpose Project Manager Training demonstrates how to plan, monitor and manage capital project costs.
- 2. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 2/59 Course Map Project Manager Training Overview
- 3. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 3/59 Project Systems Process Flow 1 - The capitalized costs of capital projects during construction, assembly, or customization. 2 - The asset(s) to which the costs in an Asset Under Construction (AUC) are capitalized when a capital project is completed. 3 - Deliverables, or tangible products, structured in descending levels to provide increasingly detailed definitions of the top element. Components of the Work Breakdown Structure. Costs and revenues post to WBS elements. 1 2 3
- 4. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 4/59 Roles and Responsibilities Financials - Inputs and Outputs 1 - The capital projects capitalized costs during construction, assembly, or customization.
- 5. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 5/59 Financials - Inputs When you buy something, work on project related tasks, or move inventory for use on a project, those costs are posted to the related WBS element within the defined project. Time Entry (labor) costs post automatically during the payroll posting process. The costs then display as an expenditure for the overall project. Financials - Posting
- 6. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 6/59 Financials - Inputs Inputs may also come from periodic costs incurred through project planning corrections and any overhead interest charged. Financials - Outputs Rendered costs are then capitalized through settlements to Assets Under Construction (AUCs). The total of all AUCs represent the balance in the Construction-in-Progress account at the end of an accounting period. At the end of a project, AUCs are capitalized to Final Depreciating Assets (FDAs). FDAs depreciate over their useful life for full-accrual accounting purposes.
- 7. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 7/59 Capital Project Manager Tasks Work Breakdown Structure and Elements
- 8. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 8/59 Work Breakdown Structure Purpose The Work Breakdown Structure (WBS) is a hierarchy of tasks and deliverables that must be performed to complete a project. Work Breakdown Structure role: Partition the major project deliverables into smaller components to improve the accuracy of cost estimates Provide a mechanism for collecting and organizing actual costs Capital Project Structure 1 - The project definition contains dates and organizational information that are binding for the entire project.
- 9. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 9/59 Capital Project Structure Capital Project Structure
- 10. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 10/59 Display Project Structure Overview - CN41 Work Breakdown Structure Use transaction CN41 to view the project structure. This transaction displays the structure and numbering system in a tree format allowing the display of single elements as well as the ability to add and subtract specific details.
- 11. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 11/59 CN41 - Enter Profile CN41 - Enter Profile
- 12. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 12/59 CN41 - Display Structure CN41 - Enter Project Number
- 13. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 13/59 CN41 - Execute the Report CN41 - Structure Overview
- 14. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 14/59 CN41 - Add Reporting Fields CN41 - Select Display Fields
- 15. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 15/59 CN41 - Select Display Fields CN41 - Select Display Fields
- 16. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 16/59 CN41 - Select Display Fields CN41 - Select Display Fields
- 17. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 17/59 CN41 - Structure Overview WBS Elements Individual tasks and deliverables in the Work Breakdown Structure are called WBS elements. There are two types of WBS elements: Parent Nodes - elements that roll-up data Children Nodes - elements that contain data, including: budgets, plans, encumbrances and actual costs
- 18. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 18/59 CN43N - WBS Element Overview CN43N - WBS Element Overview
- 19. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 19/59 CN43N - WBS Element Overview CN43N - Enter WBS Element(s)
- 20. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 20/59 CN43N - Enter WBS Element(s) CN43N - WBS Element Overview Report
- 21. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 21/59 CN43N - WBS Element Overview Report CN43N - Report Column Review
- 22. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 22/59 CN43N - Report Column Review CN43N - System Status The Status column displays the current system status for each WBS element. These status are set only by the Project Accountant: CRTD = WBS element created, but not released for accounting REL = WBS element released for accounting SETC = settlement rule created
- 23. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 23/59 CN43N - Additional Report Functionality
- 24. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 24/59 Project Cost Planning and Reporting Project Cost Planning Project cost planning allows financial planning at any level of the work breakdown structure over any number of years. Entering project cost planning equal to the total current year project budget enables the Project Manager to track the incoming costs against the allocated project costs. These inputs can be distributed throughout the entire work breakdown structure for the life of the project. Use transaction CJ40 to enter a project cost plan.
- 25. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 25/59 CJ40 - Initial Screen CJ40 - Initial Screen
- 26. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 26/59 CJ40 - WBS Element Overivew CJ40 - WBS Element Overivew
- 27. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 27/59 CJ40 - Cost plan CJ40 - Enter cost plan
- 28. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 28/59 CJ40 - Enter cost plan CJ40 - Next Year
- 29. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 29/59 CJ40 - Enter next year's cost plan CJ40 - Total Up
- 30. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 30/59 CJ40 - Total Up CJ40 - Total Up
- 31. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 31/59 CJ40 - Total Up CJ40 - Cost plan 2010 Total Up
- 32. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 32/59 CJ40 - Column Review: Distributed 1 - The distributed value is the result of the plan values in the subordinate objects. In the cost planning of projects, the distributed value is the total of structure plan values, cost element plan values and unit costings in WBS elements directly subordinate to the one displayed. 1
- 33. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 33/59 CJ40 - Column Review: Distributable 1 - The distributable value is the difference between the plan value and the distributed value.
- 34. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 34/59 CJ40 - Column Review: Planned Total 1 - Plan total is the annual or overall plan value including existing values from unit costing and cost element planning. In the cost planning of projects, the plan total also includes the plan total for all orders and networks assigned to the chosen WBS element and those subordinate to it.
- 35. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 35/59 CJ40 - Column Review CJ40 - Column Review: Previous year
- 36. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 36/59 CJ40 - Column Review: Cumulative CJ40 - Annual Overview
- 37. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 37/59 CJ40 - Annual Overview Project Cost Reporting An important task for all Project Managers is to monitor project costs. With SAP, Project Managers can compare planned costs to actual costs and commitments in order to ensure that projects are delivered within budget. To run a project cost report, use transaction S_ALR_87013533.
- 38. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 38/59 S_ALR_87013533 - Run Project Cost Report S_ALR_87013533 - Run Project Cost Report
- 39. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 39/59 S_ALR_87013533 - Run Project Cost Report S_ALR_87013533 - Overview
- 40. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 40/59 S_ALR_87013533 - Overview S_ALR_87013533 - Overview
- 41. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 41/59 S_ALR_87013533 - Year Review S_ALR_87013533 - Year Review
- 42. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 42/59 S_ALR_87013533 - Year Review S_ALR_87013533 - Column Review: Plan
- 43. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 43/59 S_ALR_87013533 - Column Review: Actual S_ALR_87013533 - Column Review: Commitment
- 44. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 44/59 S_ALR_87013533 - Column Review: RemOrd S_ALR_87013533 - Column Review: Assigned
- 45. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 45/59 S_ALR_87013533 - Column Review: Available S_ALR_87013533 - Report Detail: Call Up Report
- 46. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 46/59 S_ALR_87013533 - Call Up Report: Viewing Actuals S_ALR_87013533 - Call Up Report: Viewing Actuals
- 47. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 47/59 S_ALR_87013533 - Call Up Report: Viewing Actuals S_ALR_87013533 - Call Up Report: Viewing Actuals
- 48. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 48/59 S_ALR_87013533 - Call Up Report: Viewing Actuals S_ALR_87013533 - Call Up Report: Viewing Commitments
- 49. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 49/59 S_ALR_87013533 - Call Up Report: Viewing Commitments S_ALR_87013533 - Call Up Report: Viewing Commitments
- 50. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 50/59 S_ALR_87013533 - Call Up Report: Viewing Commitments S_ALR_87013533 - Call Up Report: Viewing the Plan
- 51. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 51/59 S_ALR_87013533 - Call Up Report: Viewing the Plan S_ALR_87013533 - Call Up Report: Viewing the Plan
- 52. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 52/59 S_ALR_87013533 - Call Up Report: Viewing the Plan Additional Information To learn more about Costing reports and how to manipulate these reports, visit the SAP Learning Center website: www.portlandoregon.gov/saplc
- 53. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 53/59 System Status Capital project activities and postings are controlled by system and user status. System status determines which business transactions can be performed within the work breakdown structure and when WBS elements can be used. Only Project Accountants can set the system status.
- 54. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 54/59 User Status Project Managers set the user status which complements the system status. User status flags the project for a specific purpose. Use status CMPL - Project Complete to signal to the Project Accountant that the project is complete and ready to transfer assets under construction (AUC) to final depreciating assets (FDA). To set the user status, use transaction CJ20N. CJ20N - Set User Status
- 55. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 55/59 CJ20N - Enter Project Number CJ20N - Project Builder
- 56. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 56/59 CJ20N - Set User Status CJ20N - Set User Status
- 57. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 57/59 CJ20N - Set User Status CJ20N - Set User Status
- 58. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 58/59 CJ20N - Set User Status CJ20N - Set User Status
- 59. PS Project Manager Training Work Instruction Guide November 2013 SAP Project Systems (PS) Module 59/59 CJ20N - Saving User Status