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The transactions for Standard Project Definitions are:

CJ91 Create
CJ92 Change
CJ93 Display
















































The project profile is the main requisite to create a SPD.
Therefore, before starting to create a SPD it is necessary to check if there is any project profile under Plant/Business Area/(Profile – Investment) related to.



Use transaction CJ91 to check the project profile:



The creation of the project profile has to be requested to IS, via Fresdesk SYRA, pointing out the following data:

  • Controlling area
  • Company Code
  • Plant
  • Profit center
  • Project currency
  • Investment Profile
  • Business Area


    The SPD creation can proceed, if the required project profile is available.







    To create the SPD perform transaction CJ91:
  1. Insert the codification of the SPD to be created and then select the relevant project profile:



    Click in and you will have a new screen with the main information about the SPD.
  2. Insert the description of the SPD and if needed update some fields (e.g. company code).
  3. Once finished click in to access the WBS elements overview where you should include the basic WBS structure:




    Then Save and the SPD is created.

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    1. No posting amount on WBS:


      SU MAC can proceed in changing the Business Area, Profit Center and Texts fields of general and WBS data.
    2. Posting amount on WBS :
  • SU MAC can proceed in changing the Business Area, Profit Center and Texts fields of general data and WBS " level 4 " without any amounts posted data.
  • How to proceed regarding WBS "level 4" with posting amounts:

    Send a communication to Local Accountants explaining the need to change the original data and informing that they should:

    a) Create another WBS " level 4 " for the ones already with value,
    b) Transfer the amounts from the old WBS to the new one.
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    c) And block the first one.
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    Project deletion


    Deletion of projects without budget or planning values


    If projects have been created by mistake and the status is still "Created" and neither budget nor planning values have been maintained, it is possible to delete such projects.
    First step is always to check the project status and budgeting. Call up transaction CJ02, enter the project number and push "Enter":













    Scroll to the right an check system status:

    In this case the project could not be deleted directly; you have to set the deletion flag (see SAP description below).
    If you want to reuse the project number in a new project, you have to rename your project before setting the deletion flag.



    Call up CJ02. Replace 550 by XXX and click on project definition button :

    Replace 550 by XXX like in WBS element:

    Click on "Edit", "Status", "Deletion Flag":

    Save your data .



    Deletion of projects with a budget assigned

    If a project was created by mistake and a budget was already assigned to it, it is not possible to simply delete the project.
    However, if there are no costs associated to the project, there is a way to correct it.



    First, go to transaction CJ30 and set the annual and the overview budget values to zero:



    Save the changes made in the original budget.

    Then, go to transaction CJ02 and set the status to technically complete (TECO):





    To have the status set, save the project.

    After that, set the status closed for the project created incorrectly (CLSD):



    Save the project.

    You will have the following system status:




    Remark: If you want to reuse the project number in a new project, you have to rename your project before setting the deletion flag.











    Deleting WBS elements ( SAP documentation )
    Use
    Under certain prerequisites you can delete WBS elements directly, that is, delete physically.
    You cannot undo the physical deletion of WBS elements.
    You can give WBS elements that cannot be deleted directly the Deletion flag status. They are deleted from the project logically.
    Prerequisites
    You can only delete WBS elements directly, if they have the status Created or Released and no postings or assignments to other objects exist.

    Integrated planning WBS elements can be deleted as long as no planned costs or revenues have been posted.

    You cannot delete WBS elements with the status Released.

    Features

    Set the Deletion flag status for WBS elements if they have any other status than Created or Released. As long as the WBS elements have the status Deletion flag and deletion indicators have not been set, you can cancel the deletion flag.

    Activities

    Function

    Menu Path

    Delete WBS elements directly

    Edit → Delete → Delete object or

    Provide the WBS element with a deletion flag.

    Edit → Status → Deletion flag

    Canceling Deletion Flags

    Edit → Status → Revoke deletion flag


    If you delete WBS elements or set a deletion flag for them, subordinate WBS elements, and assignments are also deleted or have a deletion flag set.


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    To be able to revoke the deletion flag, you must first show the WBS elements that have been flagged for deletion. To do this, choose EditObject → _Display deleted → Disp._ The WBS elements with deletion flags are highlighted in grey. You can now cancel the deletion flag for the required WBS elements.

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    BUDGETING

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    Original Budget- CJ30

    The original budget has to be recorded after approval, release and creation of a new project in the system.
    Call up transaction CJ30.
    Insert Project Definition and click on "Original Budget":


    First step is the total amount on top WBS element level:

    Second step is the annual overview:

    Finally: save your data !

    For Subsidies Projects you must enter the budget with negative values.
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    To save you have to do it without checking:


    If for some reason the system doesn't allow you to do that, you have to change the budget profile in CJ02:

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