SAP WBS MOD009COB

Access

• Project panel → Further... → SAP WBS

Information

• This module provides
  • an overview of an SAP project structure imported from SAP or created manually, or an alternative structure as well as
  • an option to change this structure by creating new elements or deleting or moving existing ones
  • an option to link the SAP project structure to the PLANTA project structure by assigning PLANTA tasks to the SAP WBS elements in order to
    • enable comparison of the cost/effort values imported from SAP or created manually and those from PLANTA project, which is done on the basis of the link of both structures.

Note

• With PLANTA link, the SAP work breakdown structure and the SAP costs/effort and budgets are imported to the Create WBS elements administration module via the SAP WBS import and SAP planned costs import.

Details

• Structures are linked by assigning elements of a structure to those of others
  • either here in the SAP WBS module
  • or alternatively in the Schedule module.
• The assignment can be done at each level of the task structure, i.e. both summary tasks and child tasks can be assigned separately.
• The comparison of costs/effort takes place at SAP structure level (alternative structure).
  • In the Actual costs, Rem. costs, and Total costs or Actual effort, Remaining effort, and Total effort, the costs or effort of the task resources from PLANTA project are displayed.
  • In the Actual costs SAP, Remaining costs SAP and Total costs SAP or Actual effort SAP, Remaining effort SAP and Total effort SAP, the costs or effort imported from SAP are displayed.
  • In addition, a column with deviation value is displayed for each column pair.
    • Since both import of the SAP values to PLANTA project and export of PLANTA project values to SAP are done via account assignment elements, PLANTA project values are summarized via the account assignment to the SAP WBS elements. 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 there are no costs on account assignment elements, no summarization to SAP WBS elements will take place accordingly.
• The sum line only sums up the values of all SAP WBS elements at the highest level. As a result of structure summarization, the values of the elements which lie below in the structure are taken into account in the sum.

Notes

• PLANTA project values
  • All PLANTA project costs/effort values displayed in the SAP WBS module are based on the status of the last scheduling run.
  • Costs and effort at task level are displayed summarized from the resource costs or resource effort directly assigned to the task.
  • After changes were made and saved in the Budget module, budgets are immediately updated and displayed in the header area of the SAP WBS module.
• SAP values
  • The SAP budget values changed in the Create SAP WBS Elements MOD009CQW module are only updated in the SAP WBS module after you have clicked on the Recalculate button.
  • SAP costs/effort values which have been imported or changed in the Create SAP WBS Elements MOD009CQW module are immediately updated on the SAP WBS elements.

Modulvarianten

Create SAP WBS Elements Manually

Procedure

• Right-click on the required SAP WBS element and select Insert → SAP WBS elements from the context menu.
  • A new SAP WBS record will be inserted.
• 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 Delete button in the toolbar to delete the required line.

Notes

• An SAP WBS elements can only be deleted if
  • it is located at the lowest structural 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.

Assign Tasks to SAP WBS Elements

Procedure

• The assignment of tasks to SAP WBS elements in the SAP WBS module can be done in two ways:
  • Click on the Assign tasks button.
    • The Assign SAP WBS Elements to Tasks module is opened.
    • Select the assignment for the required tasks in the SAP WBS element field
    • Save.
  • Select the Assign tasks context menu command on an SAP WBS element.
    • The Select Tasks module will be opened.
    • Select the required tasks by activating the Select checkbox for the required project and clicking on the Assign selected objects button.
      • As a result, the tasks are assigned to the SAP WBS element on which the context menu command has been selected before.

Remove Assignments of Tasks to SAP WBS Elements

Procedure

• Select the Delete assignment context menu command on a task which is assigned to an SAP WBS element.
  • The assignment cannot be deleted if there already is a status report with the selected assignment.