Enter Transaction CJ01.

 

 

Insert the project definition and choose the project profile according to the plant of the company. This information will be available in template received.

 

The Project Profile should be always “ XXX_project R&D (BA XXXX)”.

 

 

 

 

 

 


In the next screen:

  • Include the Project Name send in the template 
  • Check if the Business Area is correctly filled.

 


 

 

 

 

Enter in tab Control to confirm the object class “Overhead”.

 

 


  • Click on the WBS overview.

  • Fulfill the level 1 WBS by inserting in WBS element and description accordingly with template received.

 

 

 

 

  • Flag the "Acct" Column.

  • Column ''Typ'' is set by default to R1. Change it only if mention in the template file.

 

 

 

 

 

Go to Details menu and enter in WBS element customer fields.


 

 

 

 

Fill in the following fields, as per template:

  • Proj. type
  • GBU
  • Sub-GBU
  • Product
  • Proj. Leader
  • Proj. Manager
  • Tax Cred. Local

 

 

 

Click on Settlement Rule, in order to define it.

 


Click twice on the first line.

 

 

 

 

Fill in the following fields:

  • Cost Center – (received in the template)
  • Number – Usually 1, this field should be adapt according to the number of receivers
  • Settlement type – PER
  • Percent – Usually 100% it’s variable according to the number of receivers
  • Valid from – month and year of the creation of the WBS

 

In the end go back by pressing   until you arrive to the WBS first screen.


 

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In order to release the WBS,  you have to go to Edit > Status > Release.

Check if the status is now REL and SETC.




The WBS is now ready to be saved.