Create SAP WBS Elements MOD009CQW

Access

• PM Administration → Further Master Data → Create SAP-WBS Elements

Information

• This administration module serves
  • to import a project structure for the selected project from an external system (currently SAP) via PLANTA link and possibly edit it, or
  • to manually create an SAP project structure or another alternative project structure or
  • to create account assignment elements and link them to SAP elements in order for the costs summarized to account assignment elements to be displayed on SAP WBS elements.

Details

• The SAP project structure created or imported here (or an alternative structure) can be linked to the PLANTA project structure in the SAP-WBS or Schedule user modules in order to
  • either export the effort and costs planned in PLANTA project to the SAP system in line with the SAP project structure
  • or, in case costs and effort have been imported from the SAP system, to compare them to PLANTA effort/costs.

Note

• Usually, the SAP WBS structure is imported to PLANTA including the already assigned account assignment elements.
• The account assignment elements are required since they serve to import and export costs/effort and budgets from SAP to PLANTA project and vice versa.
• ID of the account assignment elements equates to the ID of the cost type or cost center from which the costs or effort stem. If no account assignment elements exist on costs/effort, it is not summarized to the SAP WBS elements accordingly.

Create SAP WBS Elements Manually

Procedure

• Select a PLANTA project from the Project name listbox.
  • Only projects with status = 1 will be displayed in the listbox.
• Select Insert → SAP-WBS element from the context menu.
• Enter the required data.
• Save.

Create and Assign Account Assignment Elements Manually

Procedure

• Right-click on the SAP WBS element to which an account assignment element is to be subordinated and select Insert → Account assignment element from the context menu.
• Enter the ID or the cost type or cost center from which costs/effort are to be summarized in the Account assignment element field.
• Save.

Delete SAP WBS Elements/Account Assignment Elements

Procedure

• Mark the lines to be deleted.
• Click on the  button in the toolbar to delete the required line.

Note

• An SAP WBS elements can only be deleted if
  • it is located on the lowest structure level, i.e. if no other SAP WBS element is assigned to it.
  • no effort or cost data from SAP is available on this SAP WBS element.
  • no PLANTA project tasks are assigned to this SAP WBS element.

Delete Assignment

Procedure

• In this module you cannot assign SAP WBS elements to tasks, but available assignments can be deleted.
  • The assignment can only be made from the SAP-WBS module.
• To delete an assignment, right-click on the required task and select the Delete assignment command from the context menu.