Procedure Owner: Effective Date: Identifier:

PMO [Eff Date] PRO0005-07

Procedure Name: Page: Revision:
1 of 87 DRAFT 1
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Prepared by: Approved by:
PEGGY JAMES & [Approver]
JAMES DORMAN

Table of Contents

1. Purpose ................................................................................................................................ 3
2. Applicability .......................................................................................................................... 3
3. Procedure ............................................................................................................................. 3
3.1 Working With Projects .................................................................................................. 3
3.1.1 Create Project Process Flow .......................................................................... 4
3.1.2 Create a Project .............................................................................................. 5
3.1.2.1 Complete Initial Screen .................................................................... 6
3.1.2.2 Create Project Definition .................................................................. 7
3.1.2.3 Complete User Fields..................................................................... 10
3.1.2.4 Create WBS Elements ................................................................... 13
3.1.2.5 Release Project and WBS Elements.............................................. 16
3.1.2.5.1 Release All WBS Elements .......................................... 16
3.1.2.5.2 Release WBS Elements Individually or in Sections...... 18
3.1.3 Change a Project .......................................................................................... 19
3.1.3.1 Change Project Process Flow........................................................ 19
3.1.3.2 Add a new WBS ............................................................................. 20
3.1.3.2.1 Check Your Changes ................................................... 24
3.1.3.2.2 Adding New WBS Element to a Contract ..................... 25
3.1.3.3 Changes to the Project Manager/CRM .......................................... 28
3.1.3.4 Additional Information .................................................................... 35
3.1.4 Close a Project.............................................................................................. 36
3.1.4.1 Status Closure (WBS Level) .......................................................... 36
3.1.4.2 Technically Close (Total Project Completion) ................................ 39
3.1.4.3 Reports To Be Run Before Project/WBS Closure .......................... 43
3.1.4.3.1 Order Overview Report (CNS45).................................. 43
3.1.4.3.2 Purchasing Documents per Project (ME2J) ................. 44
3.1.4.3.3 Time Recording Report (Y_T01_30000065) ................ 45
3.1.4.3.4 DPR Report (PS Project WBS Reporting) .................... 46
3.2 Working With Contracts .............................................................................................. 47
3.2.1 Create Contract Process Flow ..................................................................... 47
3.2.2 Create a Contract.......................................................................................... 48
3.2.2.1 Complete Overview Information..................................................... 49
3.2.2.2 Complete Header Information ........................................................ 50
3.2.2.3 Complete Line Item Information ..................................................... 52
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
2 of 87 DRAFT 1

3.2.2.4 Complete the Purchase Order Data ............................................... 57

3.2.2.5 Verify Document Completion ......................................................... 58
3.2.3 Change a Contract........................................................................................ 60
3.2.3.1 Change Contract Process Flow ..................................................... 60
3.2.3.2 Adding a new WBS Element to the Contract ................................. 62
3.2.3.2.1 Complete Line Item Information ................................... 63
3.2.3.2.2 Verify Document Completion........................................ 68
3.2.3.2.3 ADDITIONAL INFORMATION:..................................... 69
3.2.4 Close a Contract ........................................................................................... 70
3.2.4.1 Closing a WBS Element on a Contract .......................................... 71
3.2.4.1.1 Re-open a Closed Contract WBS Element................... 72
3.2.4.2 Complete Contract Closure............................................................ 73
3.3 Verification of Accuracy .............................................................................................. 76
3.3.1 Structure Overview Reports.......................................................................... 76
3.3.2 Project Structure Overview Report – Transaction Code: CNS41 ................ 76
3.3.3 Project/Billing Contract # By Sold-To – Transaction Code: Y_T01_30000062
...................................................................................................................... 80
3.3.4 QA – Project Set-up/Verification ................................................................... 84
4. Notes .................................................................................................................................. 85
4.1 Revision History.......................................................................................................... 85
Appendix A – SAP Project/contract input information .................................................................. 1

2
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
3 of 87 DRAFT 1

1. PURPOSE
The purpose of creating a project/contract in SAP is to provide the Project Manager a
mechanism for tracking project costs and revenues.

2. APPLICABILITY
This procedure applies to all Revenue – Direct Billing projects.

3. PROCEDURE

3.1 Working With Projects

To effectively complete an SAP Project it is necessary to have the SAP
Project/Contract Input Information form from the Project Manager. See Appendix A.

3
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
4 of 87 DRAFT 1

3.1.1 Create Project Process Flow

Receive SAP
Project/Contract Create SAP Project/Contract
Input Information
Form
Tuesday, January 08, 2002

Create SAP
Project - CJ01

Copy/Paste WBS
Elements from SAP
Project
Create
Create SAP
Associated Yes
Contract - VA41
Contract?

No

Save and Close Enter Contract # Save and Close

SAP Project in Project SAP Contract

Get SAP Screen

Grabs and Run
Validation
Reports

Project Manager
Review Project/
Contract
Information
Status

4
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
5 of 87 DRAFT 1

3.1.2 Create a Project

All necessary information to create a new project is typically provided by the Project
Management Office or the Project Manager using Attachment A. Do not attempt to
create a new project without a completed copy of Attachment A containing required
project information.
To create a project in SAP, click on the SAP icon on your desktop and login.
a. From the main SAP Access Window, enter transaction code: CJ01

You may also select it from your “Favorites” list.

5
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
6 of 87 DRAFT 1

3.1.2.1 Complete Initial Screen

The Create Project: Initial Screen window is used to create a new project.

a. Enter the following:

1. Project Definition: (Required)
PROJECT NAME. Limited to 24 characters.
2. Project Profile: (Required)
Use “Revenue/Direct billing” for customer projects that will generate
revenue via a project contract. Consult with a Financial Analyst when
creating a project with the “Revenue – Cost Recovery” or “Non-
Revenue/Overhead” profiles. Hit <Enter> to go to the project definition
3. Template: (Optional)
Enter data in the Template box to copy an existing project structure to the
new project. If you copy from an existing project, the WBS element
structure and data is carried into the new project.
a) Project Definition: (Optional)
Enter an “operative” project here only if you are copying an existing
project structure to the new project. An operative project is one that is
currently collecting costs and revenues.

6
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
7 of 87 DRAFT 1

b) Standard Project Definition: (Optional)

Enter a template name here only if you are copying a template to
the new project. Templates are for copying only and do not collect
costs and revenues.
4. With WBS Documents:
Leave unchecked.

3.1.2.2 Create Project Definition

All project definition data is entered on the “Basic Data” tab. The other tabs (Control
Data, Administration, etc.) contain default data – it is not necessary to enter data on
tabs other than the Basic Data tab.

7
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
8 of 87 DRAFT 1

a. Enter the following Basic Data:

1. Description: (Required) Limited to 40 characters.
Enter text for the project description. This is a “searchable” field, so the
description should be meaningful and clearly identify the project.
2. System Status: (Display Only)
This field displays the current system status.
3. User Status: (Display Only)
This field displays the current user status.
4. Mask ID:
Leave this field blank. The mask ID is a coding tool not currently used
at SDDPC.
5. Project Manager: (Required)
Enter the employee ID number of the Project Manager. This number is
automatically used as the Project Manager identification when the WBS
elements are created. However, it can be overwritten if there is a different
project manager for certain WBS elements.

Note: If all you have

is the Project
Manager’s name,
you can click in the
Project Manager
field and use the
to find the Project
Manager’s employee
ID.
Scroll down to select
the correct Project
Manager.

8
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
9 of 87 DRAFT 1

6. CRM / Sponsor: (Required)

Enter the employee ID number of the Client Relations Manager or internal
project sponsor. This number is automatically used as the Client
Relations Manager or internal project sponsor identification when the
WBS elements are created. However, it can be overwritten if there is a
different individual for certain WBS elements.

Note: If all you have

is the name of the
Client Relations
Manager or internal
project sponsor, you
can click in the
CRM/Sponsor field
and use the to
find the employee
ID.
Scroll down to select
the correct Client
Relations Manager.

7. Start Date:
Enter the project start date. Use MM/DD/YYYY format.
8. Finish Date:
Enter the project finish date. Always use 06/30/9999 to avoid “end-date”
problems.
9. Controlling Area and Company Code: (Default)
These fields are used for accounting purposes. The information defaults
from the project profile and cannot be changed.

9
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
10 of 87 DRAFT 1

10. Profit Center: (Required)

Enter the profit center that “owns” the project. Always enter the
information provided by Attachment A. Do not use the to “search” for
the Profit Center. Since all project costs and revenues posted to the
project are collected on this profit center, it is important that this
information be provided by the Project Management Office or the Project
Manager. This Profit Center number is used as the default for the WBS
elements. However, it can be overwritten if a different profit center “owns”
certain WBS elements. To change the Profit Center for a WBS element,
see the Change a Project section.

3.1.2.3 Complete User Fields

When you have finished entering the required data on the
Basic data tab, you must select the Details -> Cust.
Fields proj. def menu and enter data in the User Fields.
This option allows you to complete Customer
Information, Sales Information, and Project Attributes
information.

10
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
11 of 87 DRAFT 1

The following window will appear to allow you to complete this information.

The Information you enter in these fields is used as the default information for WBS
elements and influences customer billing.
1. Customer: The customer that the project work is being done for. This
number is the “Sold-to” number on the project contract.
2. Application Code: The customer’s account that will be charged for project
work. This code corresponds to the City’s General Ledger.
3. Sales Contract: The project contract associated with the project, if it is a
revenue project. Leave this field blank for now. Enter the Sales Contract
information after the contract is created, using the Change Project menus.
4. Project Type: Numeric code representing the type of work. This is used to
filter report data.
5. Resource Manager: Employee ID number of the manager responsible for
coordinating the project staff resources.

11
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
12 of 87 DRAFT 1

Once this information is complete, use the WBS Element Overview icon to access
the WBS element overview screen and create the WBS element structure.

12
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
13 of 87 DRAFT 1

3.1.2.4 Create WBS Elements

The WBS element structure is entered on the Basic Data tab.

Enter the following Basic Data:

a. Level: (Required – defaults to 1)
The level of the WBS element in the project hierarchy. Lower level WBS
elements are called “subordinate” and their costs and revenues roll-up to
higher level “superior” or “parent” elements.
b. WBS Element: (Required)
Code / Name of the WBS element. Limited to 24 characters. It is strongly
suggested that every WBS in a project start with a common descriptor – this
will assist when using a sort to find WBSs.

13
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
14 of 87 DRAFT 1

c. Description: (Optional)
A text description that provides clear and meaningful information about this
WBS element. This is a searchable field limited to 40 characters.
d. Short ID: (Defaults)
This field us automatically completed by SAP using a default value that is the
WBS element name. This field is used as a search tool.
e. Type: (Required)
The numeric code representing the type of work performed for the WBS
element, i.e., LAN install, maintenance, etc.

14
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
15 of 87 DRAFT 1

f. Check the relevant accounting indicators:

If the WBS
element is to
be assigned to
a contract
ensure the
Cont indicator
has a check-
mark.

1. SU – Not used by SDDPC (use default)

2. PE – Planning Elements: These are not used by SDDPC.
3. Acct – Account Assignment: Check this indicator if the WBS element will
receive cost postings, such as direct labor charges. Labor and materials
cannot be charged to a WBS element without this indicator checked.
4. Cont – Contract/Billing Elements: Check this indicator if the WBS element
will be assigned to the project contract and/or if materials will be procured
for the WBS element. This indicator allows revenues to post to the WBS
element. A WBS element must either be a contract element or be
assigned to a superior contract element if materials will be procured for it.

15
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
16 of 87 DRAFT 1

3.1.2.5 Release Project and WBS Elements

Release the project when you are ready to begin collecting costs and revenues on
the project. There are two options for releasing:
a. from the Project Definition screen [Used for initial release of new project]
b. at the WBS element level [Used for release of new WBS elements or
individual project phases]

3.1.2.5.1 Release All WBS Elements

If you want to release all the WBS elements at once, release the project from the
Project Definition window by clicking on the Project Definition icon.

16
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
17 of 87 DRAFT 1

To automatically release all new WBS elements by selecting the Edit -> Status ->
Release option from the Create Project : Project definition window.

NOTE:
Release all WBS
elements from
the Project
Definition Screen

Save the project by clicking the Save icon .

17
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
18 of 87 DRAFT 1

3.1.2.5.2 Release WBS Elements Individually or in Sections

Release individual WBS elements to control statuses by individual element New
WBS elements have to be manually released when created if statuses are set at
the item (WBS) level. You may also want to consider releasing by phases.

NOTE:
Release individual
WBS elements
from the WBS
Element Overview
Screen.

a. Select the WBS element(s) to release and use the menu path Edit > Status >
Release.
b. Setting the system status of REL (Released) automatically sets a user status
of ACTV (Active).
c. Save the project by clicking the save icon .
Note: Set up sales contract now for Billable projects. Go to the Create a Contract
section for detailed instructions.

18
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
19 of 87 DRAFT 1

3.1.3 Change a Project

Throughout the life of the project there are numerous occasions when you need to
modify or view a project.

3.1.3.1 Change Project Process Flow

Change SAP Project/Contract

Monday, January 07, 2002

Change
Required

Project or
Contract?

Change SAP Change SAP

Project - CJ02 Contract - VA42

Yes

Yes

Change Change
Associated Associated
Contract? Contract?

No No

Save and Close Save and Close

SAP Project SAP Contract

Get SAP Screen

Grabs and Run
Validation
Reports

Project Manager
Review Project/
Contract
Validation
Reports

19
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
20 of 87 DRAFT 1

3.1.3.2 Add a new WBS

To change a project in SAP, click on the SAP icon on your desktop and
login.
a. From the main SAP Access Window, enter transaction code: CJ02

You may also select it from your “Favorites” list.

b. Enter the Name of Project and press the <Enter> key.

c. On the Change Project WBS Element Overview screen, scroll down to the
first empty WBS element line and add the new WBS element.

20
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
21 of 87 DRAFT 1

Be sure to enter:
1. The appropriate level
2. A WBS element name that contains a common descriptor to aid in
sorting. This field is limited to 24 characters.
3. A text description that provides clear and meaningful information about
this WBS element. This is a searchable field limited to 40 characters.

21
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
22 of 87 DRAFT 1

4. Enter type (01 Development, 09 Maintenance, etc)

5. If the WBS element will be assigned to the project contract, place

✔ in the “Cont” check box
d. If this new WBS is pointing to a different customer number or app code, –
select the WBS element to highlight it. Then select Details>Cust.field
WBS.elem to change the appropriate information

e. Enter the corrected information.

22
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
23 of 87 DRAFT 1

f. Then click on the button to SAVE your changes.

!! Caution: You will not be able to add the WBS element(s) to a contract until
you have SAVED your changes,

23
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
24 of 87 DRAFT 1

3.1.3.2.1 Check Your Changes

Go back into the project and double check to see that the new WBS Element(s) is
released and active. You should see “Rel” in the System Status column and “Actv”
in the User Status column.

Note: If the new WBS element(s) show Rel and Actv automatically, the
project was set up for automatic release of new WBS elements. Otherwise,
the project was set up using individual WBS element release provisions. This
means that all new WBS elements are required to be released by selecting
Edit>Status>Release from the Change project: WBS element Overview
window

24
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
25 of 87 DRAFT 1

3.1.3.2.2 Adding New WBS Element to a Contract

Add the new items to the Sales Contract if appropriate – A WBS element must be
connected to a contract element, or be assigned to a superior contract element, if
materials will be procured for it. This rule applies to billable elements only.

!! Caution: At this point you must switch to the SAP Change a Contract
window and add the new WBS element(s) to the contract. If this
step is skipped, anything charged to this WBS element will not be
included in the billing.
Select the System -> New Session menu to open a new SAP session window to add
the new WBS element(s) to a contract.

25
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
26 of 87 DRAFT 1

When you have finished adding the new WBS element to the contract, you must also
enter the contract number to the WBS element.
a. Select the WBS elements that are connected to the contract

b. Then select Details>Cust.field WBS elem from the menu.

c. Enter Contract number

26
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
27 of 87 DRAFT 1

d. Arrow forward to next element

e. Continue to “Arrow Forward” and entering the contract number on each
appropriate element until you have completed all elements
f. When finished, click on the button to Save your changes.
Note: The Customer Information and Sales Information automatically
use the defaults from the project definition section, with the exception of
the Sales Contract #.

27
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
28 of 87 DRAFT 1

3.1.3.3 Changes to the Project Manager/CRM

a. From the main SAP Access Window, enter transaction code: CJ02

You may also select it from your SAP “Favorites” list.

b. Enter Name of Project — Press Enter

You may also locate the project name from the “drop-down” list.

28
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
29 of 87 DRAFT 1

Clicking the “drop-down” button provides you with the following search
window to allow you to search for the project name you want to change.

You can use the standard “*” wildcards to help you find your project. This will
result in a list that matches your search criteria.

Simply click on the project you need and press Enter to continue.

29
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
30 of 87 DRAFT 1

c. When the correct project is displayed in the Project def. window, click on the
Project Definition icon to open the Project Definition window.

30
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
31 of 87 DRAFT 1

d. The Project Definitions window allows you to make required changes to the
Project Manager (PM) and/or Client Relations Manager (CRM).

31
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
32 of 87 DRAFT 1

Clicking in the Project Manager or CRM/Sponsor windows will display a

drop-down button to allow you to select the new individual from a list.

Hint:

Clicking on the label

at the top of each
column will sort the
data in the column in
ascending order.

Clicking again will

re-sort it into
descending order.

This is a standard
SAP feature
available in all
windows.

Scroll down to the correct Project Manager and “double-click” to make the
selection. Changing the CRM/Sponsor is completed in the same manner.

Note: These changes do not affect any existing WBS elements, which must
be changed separately.

32
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
33 of 87 DRAFT 1

e. To change the Project Manager or CRM/Sponsor on existing WBS elements,

you must go to the WBS Overview window by clicking on the WBS Overview
button .

33
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
34 of 87 DRAFT 1

f. The WBS Element Overview window provides a listing of all existing WBS
elements for the current project. Select the Responsibilities tab to change the
Project Manager or Client Relations Manager for existing WBS elements.

g. The Project Manager and/or Client Relations Manager information is changed

in the same manner as with the previous window. You may click in the Proj.
Manager or CRM/Sponsor fields and click the drop-down button to select
the correct individual from the list. You may also type directly in the field to
replace the current number with the new one and press Enter to display the
name. Once you have correctly changed one WBS element, you may “copy
and paste” to change the remaining WBS elements.

h. When all changes have been completed, click on the Save button to
save your changes.
i. Note: All new WBS elements created in the future will use new PM or CRM.

34
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
35 of 87 DRAFT 1

3.1.3.4 Additional Information

a. Labor hours charged to a WBS element with the Non Billable Time indicator
checked are not included in employees’ annual billing quota. You may
choose to make an WBS non billable by simply not connecting to a contract –
this will prevent billing of that element.
b. Do not change a WBS element from billable to non-billable. Close that
element and setup another new WBS.
c. Never roll a billable level 2 WBS into a non billable level 1
d. WBSs can be deleted if there has NEVER been any activity against that
element. Select WBS to be deleted and select “trash” can icon.
e. Never have a WBS level 2, 3, 4 etc. pointing to a different customer # than
the level 1 WBS.
f. To discover project members that have actively involved in maintaining this
project in SAP you can find them by:

1. Clicking the Project Definition icon on any screen and then select the
Administration tab to discover who and when the project was created, and
who and when the most recent change was completed.

2. Click on the WBS Element Overview icon and then select the WBS
Element you want information on. Then select the Information icon.
Next choose Extras->Change Documents -> All. To get more
information about an individual item, simply double-click on that item.

35
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
36 of 87 DRAFT 1

3.1.4 Close a Project

At the end of a project, it is necessary to correctly close the project down and collect
management data for the report, such as labor and budget data. Without this
valuable historical information, it is difficult to properly plan for future projects.
Additionally, the customer will also need an accounting of the completed project.

3.1.4.1 Status Closure (WBS Level)

At different points during the project there may be a need to change the status of a
WBS element. For example, when a particular project phase is completed, you will
want to have project staff no longer post time against that phase.
Note: Before closing down any WBS you must run the reports – See:
Reports/Run Before Project/WBS Closure – section 3.1.3.3
a. From the main SAP Access Window, enter transaction code: CJ02

You may also select it from your “Favorites” list.

36
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
37 of 87 DRAFT 1

b. Enter Name of Project and press the <Enter> key.

c. From the Change Project: WBS Elements Overview window select the
WBS element for which you wish to change the status. Then select the
Edit>Status>System/User Status menu to display the Change Status
screen.

37
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
38 of 87 DRAFT 1

d. The Change Status window will display a list of the allowable User Statuses.

e. Select the desired status for this WBS element.

f. Some of the more common statuses are described below:
1. ACTV - Active. Once the WBS element has been released, it is
available for time recording and billing.
2. WFIN - Work finished. When work has been completed on a WBS
and no more time is to be recorded against that element. Accounting
postings are the only items that can post against the element.
3. COMP -All work completed. No more activity of any kind (time, billing,
etc) can be applied against this WBS element.

38
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
39 of 87 DRAFT 1

g. Click the green arrow Back button to return to the Change Project: WBS
Elements Overview screen.

h. Click the button to save changes.

3.1.4.2 Technically Close (Total Project Completion)

When ALL is completed (billing, time, etc.) you can technically close. This will
usually take place mid-July after year-end and projects are closed down.
Note: Before technically closing any project you must run reports: See
Reports/Run Before Project/WBS Closure – section 3.1.3.3
a. From the main SAP Access Window, enter transaction code: CJ02

You may also select it from your “Favorites” list.

39
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
40 of 87 DRAFT 1

b. Enter Name of Project and press the key to open the Change
Project:Project Definition window.

40
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
41 of 87 DRAFT 1

c. Select the Edit->Status->Close technically menu on the Change

Project:Project definition window.

d. At the Status section of the screen, press the button to check that the
project has been marked completed.

41
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
42 of 87 DRAFT 1

e. If the System status shows a ➾ beside TECO and states Technically

completed in red text, the project has been marked technically completed.
f. Next, place a ! in the 40 COMP Project completed to change the Status
with status no field. This will complete the closing of this project.

g. Click the green back button.

h. Next click the button to save your changes.

NOTE: Make sure you let a billing cycle complete before you Technically
close a project.
For Example:
The Staff completed the project on Friday and ALL the time recording has
been entered. All “other” billings have also been posted. You would NOT
close the project technically until the Thursday after the next (Sunday)
billing cycle.

42
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
43 of 87 DRAFT 1

3.1.4.3 Reports To Be Run Before Project/WBS Closure

The material reports (CNS45 and ME2J) need to be run before WBS elements can
be set to WFIN or Projects technically closed. Not all equipment and/or invoices
associated with an SM05 will be received or paid before project-end. Therefore, the
elements cannot be set to WFIN. Also, there may be SM05 orders that get
encumbered so the WBS element needs to remain active until these encumbered
charges pass through. Other reports to run are Time Recording and ZPS1 (DPR) –
this is to determine if any time or charges have been recorded against the project
since the end of the fiscal year, or your expected completion.

3.1.4.3.1 Order Overview Report (CNS45)

a. Use the transaction code: CNS45
b. Enter the project name and Execute.
c. Run the Orders Report to determine what SM05s are still open. SM05 orders
must be closed prior to a project being set to WFIN and/or COMP. Contact
service delivery staff will close the order.
d. The report shown below is an actual Overview of Project Orders. The red
arrows point to the order numbers associated with the project.

43
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
44 of 87 DRAFT 1

3.1.4.3.2 Purchasing Documents per Project (ME2J)

a. Transaction code: ME2J
b. DB Profile 000000000001
c. Enter Project Name
d. Execute
e. The reason we run the Purchasing
Documents report is to determine
what POs are still outstanding.
Verify that items 'still to be
delivered' are zero and items 'still
to be invoiced' are zero. If there
are amounts in either of these
fields, the WBS element associated
with the PO cannot be set to WFIN
and/or COMP.
f. Do not close the project unless the items 'still to be delivered' and items 'still
to be invoiced' are zero on the ME2J report.
g. The red arrows point to the “Still to be Delivered” and “Still to be Invoiced”
fields.
h. Once all SM05s are closed and all items on the ME2J report are zero,
continue with the outlined procedures for closing projects.
i. An example of the ME2J report is displayed below.

44
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
45 of 87 DRAFT 1

3.1.4.3.3 Time Recording Report (Y_T01_30000065)

j. If you are closing projects that were completed at fiscal year-end (06/30/02)
then run the Time Recording Report (from July 1, 2002 to the last billing
posting date (Sunday)) to determine if any time has been posted to the
project in the new fiscal year. If there is posted time you will need to have
them back out the hours – wait another billing cycle and run the report again
and you should have zero hours against that project.
k. Enter the project name
l. Change the Data Status to “Include New”
m. Select “Other period” – enter date range

45
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
46 of 87 DRAFT 1

n. Select the report – (Project/Order, Activity type, personnel)

o. Select Detail

p. Execute

3.1.4.3.4 DPR Report (PS Project WBS Reporting)

a. Transaction code:
ZPS1
b. Enter project name
c. Date range - (July
1, 2002 – Last
Sunday)

d. Execute

Note: If your intention was to close down the project on June 30,2002, then
this report should report zero dollars in cost and revenue.

46
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
47 of 87 DRAFT 1

3.2 Working With Contracts

To effectively complete an SAP Project Contract it is necessary to have two open
SAP sessions – one for the contract and one for the project.

3.2.1 Create Contract Process Flow

Receive SAP
Project/Contract Create SAP Project/Contract
Input Information
Form
Tuesday, January 08, 2002

Create SAP
Project - CJ01

Copy/Paste WBS
Elements from SAP
Project
Create
Create SAP
Associated Yes
Contract - VA41
Contract?

No

Save and Close Enter Contract # Save and Close

SAP Project in Project SAP Contract

Get SAP Screen

Grabs and Run
Validation
Reports

Project Manager
Review Project/
Contract
Information
Status

47
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
48 of 87 DRAFT 1

3.2.2 Create a Contract

All necessary information to create a new contract is typically provided by the Project
Management Office or the Project Manager using Attachment A. Do not attempt to
create a new contract without a completed copy of Attachment A containing required
contract information.
To create a contract in SAP, click on the SAP icon on your desktop and
login.
a. From the main SAP Access Window, enter transaction code: VA41

You may also select it from your “Favorites” list.

48
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
49 of 87 DRAFT 1

3.2.2.1 Complete Overview Information

The Create Contract: Initial Screen window below provides the following contract
data fields

1. Contract Type: (Required)

Always use type ZPC for project contracts.
2. Sales Organization: Defaults to SD01.
Do not change this.
3. Distribution Channel: Defaults to 01.
Do not change this.
4. Division: Defaults to 01.
Do not change this.
5. Sales Office: Not used at SDDPC.
6. Sales Group: Not used at SDDPC.

Hit <Enter> to proceed.

49
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
50 of 87 DRAFT 1

3.2.2.2 Complete Header Information

Enter the Project Contract header information in the Create Project Contract:
Overview window:

The following field definitions will help you create an accurate contract:
a. Project Contract: (Default # after save)
Leave blank.
b. Sold-to Party: (Required)
Customer number. – this corresponds to the customer number on the project.
Note: If your project has WBS elements that have different customer
numbers you will need to have a Project Sales Contract for each customer.
c. Ship-to Party: (Required)
Select the Ship-to # which is the same as the Sold-to #.

50
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
51 of 87 DRAFT 1

d. Purchase Order Number: (Required)

Enter anything that is useful (i.e. PM’s name, SLA, etc) This is a searchable
field and should be meaningful to help locate a contract.
Note: This is not used by SDDPC – but something has to be entered into this
field.
e. Cust ref date:
Enter today’s date
f. Description: (Required)
Contract description – use a description that correlates to the associated
project name.
g. Contract Start and End: Dates default, but should be overwritten.
The SAP team suggests that you place the end date far beyond when you
expect to complete so that you don’t have to change the end date if the
project runs longer than projected. Example: 06/30/9999
Hit <Enter>.
If the customer identified
in the “Sold-to” field has
more than one
application code, the
Partner selection
window will “pop-up” to
provide a list of all
available Application
Codes for this
customer. Select the
correct application code
and click <Enter> to
insure proper billing.

Note: The prompt to select an Application Code will only appear if this customer
has more than one Application Code. If no prompt appears, the default
Application Code for this customer will automatically be entered.

51
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
52 of 87 DRAFT 1

Hit <Enter> again, as often as necessary, to clear the SAP prompts and return to the
following Create Project Contract: Overview window so you can enter the
individual line items.

3.2.2.3 Complete Line Item Information

Before you continue with entering the contract line item information, you should
ensure that you have the project open in an additional SAP session. This will allow
you to “cut & paste” WBS elements to ensure they are entered exactly in both the
contract and the project.
Note: Any deviation in the WBS elements will stop you from completing the
contract.

52
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
53 of 87 DRAFT 1

The following field definitions will assist you in entering the contract line items
correctly:
h. Item: Do not enter a value here.
This represents the line item in the contract and uses self-assigned default
values.
i. Material: (Required)
7. Material Code 900 is used for revenue-related billing. Enter a 900 for
every WBS you are connecting.
8. Material Code 901 is used for milestone billing. If your project requires
milestone billing you will need to request specific additional guidance from
the Project Management Office before continuing.
Note: At this point, switch to your SAP Project session and count the total
number of Level 1 WBS elements that require entry into this contract. The listing
of WBS elements used on the project is available on the Responsibilities tab of
the Change Project: WBS element Overview window.

53
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
54 of 87 DRAFT 1

j. Next, switch back to the Create Contract (VA41) SAP session and add a
900 or a 901 for each qualifying WBS element from the Change Project
(CJ02) SAP session.

k. Enter a 900 or 901 in the Material field and press <Enter> to be able to input
your WBS element(s). The Item and Description fields will automatically be
completed with default data and the WBS element field will be opened to
allow you to “paste” a WBS element from your other SAP Project Session.

"" Caution: If your project requires milestone billing you will need to
request specific additional guidance from the Project
Management Office before entering any Material Code
901 WBS elements.

54
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
55 of 87 DRAFT 1

l. WBS Element: (Required)

9. Switch to the Project SAP session, “copy” a qualifying WBS element.

Copy only Level 1 WBS elements that have a check-mark in the

Cont (Contract element indicator) field.

55
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
56 of 87 DRAFT 1

10. Return to the Contract SAP session to “paste” the WBS element into the
4th column – WBS element.

Continue “copying and pasting” until you have added all required project
WBS elements into the project contract.

Note: To assign a different app code for one

item, select the item, then select Goto -> Item
-> Partner - then change app code in the
Partner column of the Item Data window.

56
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
57 of 87 DRAFT 1

m. Profit Center: (Required)

Do not change this value. This is the default value for the profit center for
the WBS element.

"" Caution: Each Sales Contract can:

• Represent ONLY one customer

• Point to multiple application codes

3.2.2.4 Complete the Purchase Order Data

Access header details by double-clicking on the project
contract number in the overview screen or by selecting
Goto|Header|Purchase Order Data from the menu.

Enter ZIP in the Service/handling fee field.

57
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
58 of 87 DRAFT 1

3.2.2.5 Verify Document Completion

Verify the document is complete before saving, by using

the menu path Edit -> Incompletion log.

The Create Project Contract: Incompletion Log window provides a listing of data
items that need to be completed.

58
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
59 of 87 DRAFT 1

If the document is complete, a message appears in the bottom left corner saying
“The Document is Complete.” Save the contract and note the number that appears in
the bottom left corner. This contract number must be entered into the project. See
Section 3.1.2 Change a Project for more information on how to enter a contract
number into a project.
If the document is incomplete, the system displays a list of the incomplete item(s).
Complete any items by checking the box next to the item and clicking the “complete
data” button. Return to the contract overview by using the green back arrow.
Save the contract and note the number. This contract number must be entered into
the project. See Section 3.1.2 Change a Project for more information on how to enter
a contract number into a project.

Note: DON’T panic when the screen “whites” out . . . your data is already
saved. Look to bottom of the screen for the Contract number.

[Insert Picture of “sample” screen?]

59
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
60 of 87 DRAFT 1

3.2.3 Change a Contract

Throughout the life of the contract there are numerous occasions when you need to
modify or view a project.

3.2.3.1 Change Contract Process Flow

Change SAP Project/Contract

Monday, January 07, 2002

Change
Required

Project or
Contract?

Change SAP Change SAP

Project - CJ02 Contract - VA42

Yes

Yes

Change Change
Associated Associated
Contract? Contract?

No No

Save and Close Save and Close

SAP Project SAP Contract

Get SAP Screen

Grabs and Run
Validation
Reports

Project Manager
Review Project/
Contract
Validation
Reports

60
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
61 of 87 DRAFT 1

To change a contract in SAP, click on the SAP icon on your desktop and
login.
n. From the main SAP Access Window, enter transaction code: VA42

You may also select it from your “Favorites” list.

Enter the Contract number and press <Enter>.

61
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
62 of 87 DRAFT 1

The Change Contract Information window will appear. Click on the green
check-mark to continue.

3.2.3.2 Adding a new WBS Element to the Contract

Select “Create Item” to add blank lines for more WBS elements.

62
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
63 of 87 DRAFT 1

3.2.3.2.1 Complete Line Item Information

Before you continue with adding a new WBS element to the contract line item
information, you should ensure that you have the project open in an additional SAP
session. This will allow you to “cut & paste” WBS elements to ensure they are
entered exactly in both the contract and the project.
Note: Any deviation in the WBS elements will stop you from completing the
contract.
The following field definitions will assist you in entering the contract line items
correctly:
a. Item: Do not enter a value here.
This represents the line item in the contract and uses self-assigned default
values.
b. Material: (Required)
1. Material Code 900 is used for revenue-related billing. Enter a 900 for
every WBS you are connecting.
2. Material Code 901 is used for milestone billing. If your project requires
milestone billing you will need to request specific additional guidance from
the Project Management Office before continuing.
Note: At this point, switch to your SAP Project session and identify the new WBS
element(s) that require entry into this contract. The listing of WBS elements used
on the project is available on the Responsibilities tab of the Change Project:
WBS element Overview window.

63
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
64 of 87 DRAFT 1

c. Next, switch back to the Change Contract (VA42) SAP session and add a
900 or a 901 for each new qualifying WBS element from the Change Project
(CJ02) SAP session.

64
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
65 of 87 DRAFT 1

d. Enter a 900 or 901 in the Material field and press <Enter> to be able to input
your WBS element(s). The Item and Description fields will automatically be
completed with default data and the WBS element field will be opened to
allow you to “paste” a WBS element from your other SAP Project Session.

"" Caution: If your project requires milestone billing you will need to
request specific additional guidance from the Project
Management Office before entering any Material Code
901 WBS elements.

65
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
66 of 87 DRAFT 1

e. WBS Element: (Required)

1. Switch to the Project SAP session, “copy” a qualifying new WBS
element.

Copy only Level 1 WBS elements that have a check-mark in the

Cont (Contract element indicator) field.

66
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
67 of 87 DRAFT 1

2. Return to the Change Contract SAP session to “paste” the WBS

element into the 4th column – WBS element.

Continue “copying and pasting” until you have added all required project
WBS elements into the project contract.

Note: To assign a different app code for one

item, select the item, then select Goto -> Item
-> Partner - then change app code in the
Partner column of the Item Data window.

67
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
68 of 87 DRAFT 1

3.2.3.2.2 Verify Document Completion

Verify the document is complete before saving, by using

the menu path Edit -> Incompletion log.

The Change Project Contract: Incompletion Log window provides a listing of data
items that need to be completed.

68
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
69 of 87 DRAFT 1

If the document is complete, a message appears in the bottom left corner saying
“The Document is Complete.” Save the contract.
If the document is incomplete, the system displays a list of the incomplete item(s).
Complete any items by checking the box next to the item and clicking the “complete
data” button. Return to the contract overview by using the green back arrow.
Save the contract.
Make a hardcopy of each change by using the computer’s “print screen” capability
and save the copy in your files.

3.2.3.2.3 ADDITIONAL INFORMATION:

a. A project could have one primary customer and app code, and also include
one or two WBS elements that point to another customer and app code. For
every additional customer you will need a separate Project Sales Contract.
You CAN point individual WBS items in the contract to separate app codes as
long as it has the same customer number.
b. When adding WBS elements that point to different App Codes, be sure and
verifythem and make hardcopy of the changes (use “print screen”) so the
Project Manager can double check the input ( Path: select item,
Goto>Item>Partner)
c. SAP is capable of many billing exceptions – if you have ANY questions or are
unclear don’t hesitate to ask the SAP team.

69
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
70 of 87 DRAFT 1

3.2.4 Close a Contract

When the Project Manager determines that the project phases are complete you will
need to modify the SAP contract to reflect the completion.
a. From the main SAP Access Window, enter transaction code: VA42

"" Caution:
Before
attempting to
close a contract,
or a contract
WBS element,
ensure you
have run the
reports
described in
Section 3.1.4.3.

You may also select it from your “Favorites” list.

Enter the Contract number and press <Enter>.

70
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
71 of 87 DRAFT 1

The Change Contract Information window will appear. Click on the green
check-mark to continue.

3.2.4.1 Closing a WBS Element on a Contract

At the Change Project Contract Overview screen:

Select the item to close

71
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
72 of 87 DRAFT 1

Go to “RJ” column (7th column over) and use the drop-down arrow .

Select Cancel Project Phase Billing from drop-down menu.

Save your changes by clicking on the Save icon. Then make a hardcopy for
your files and give one to the Project Manager.

3.2.4.1.1 Re-open a Closed Contract WBS Element

NOTE: To reopen a contract WBS element – clear the
RJ field by selecting the blank menu choice from the
drop-down menu. Then change the status to bill.
Extend the ending date.

72
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
73 of 87 DRAFT 1

3.2.4.2 Complete Contract Closure

Complete the closing process by closing the project contract.

From the Change Project Contract [number]

Overview screen, select the Goto > Header >
Status menu option.

73
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
74 of 87 DRAFT 1

In the Status tab, click the “Object Status” button.

74
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
75 of 87 DRAFT 1

To prevent further billing on the contract, set the contract status to CNCL by clicking
the radio button.
Note: The user status field should read CNCL when the contract is closed. BILL
indicates the contract is open.

Return to the previous screen by selecting the green Back arrow button and
then click the Save button to save the contract.

75
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
76 of 87 DRAFT 1

3.3 Verification of Accuracy

When you have completed creating, updating, or closing your project and/or contract,
you must verify the completeness and accuracy of your work. This is accomplished
by running a couple of SAP reports and creating a couple of screen-grabs. These
items, detailed below, are provided to the Project Manager for review and final
acceptance.

3.3.1 Structure Overview Reports

You can run Structure Overview reports in various ways. When entering a new
project run this report to verify the information you entered in PS is correct. – The
following directions are for specific reports that will show data by project. This is
useful to view “at a glance” the projects you have entered into SAP. The PM must
review this information.

3.3.2 Project Structure Overview Report – Transaction Code: CNS41

Step 1:
Enter transaction code CNS41 in the main SAP window.

Press <Enter> to continue.

76
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
77 of 87 DRAFT 1

Step 2:
If this is the first time you have run the CNS41 report for the day, you will be
presented with the following window.

For this report, type 000000000004 directly in the window, or select it from
the drop-down menu.

Click the green check-mark to display the Project Info

System:Structure Initial Screen.

77
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
78 of 87 DRAFT 1

Step 3:
The Project Info System:Structure Initial Screen will allow you select
different criteria to gain a variety of project information.
Note: If you have run the CNS41 report earlier in the day, you will by-
pass Step 2 and go directly to this window.
Enter the Project name in the Project field.

Click <Enter> to run this report on the project.

78
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
79 of 87 DRAFT 1

Step 4:
The Structure Overview Report will allow you to verify:
a. WBS structure,
b. Application codes,
c. Customer numbers,
d. Profit center and
e. Sales/Contract number.

Note: Please note that the app code and customer number in these fields do
NOT insure correct billing. You must also check the Project Sales/Contract to
verify correct information. See following report to verify Sales (billing)
information.

79
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
80 of 87 DRAFT 1

3.3.3 Project/Billing Contract # By Sold-To – Transaction Code:

Y_T01_30000062
Step 1:
Enter transaction code Y_T01_30000062 in the main SAP window.

Press <Enter> to continue.

Step 2:
To run information
on just one Project
Contract, click the
Get Variant
icon to open the
ABAP Variant
Directory of
Program selection
window

Printed copies of this page are for reference only – see online file for controlled copy.
TEP0005A-02
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
81 of 87 DRAFT 1

Step 3:
Click on the third option – ACTV PROJ ONLY

Click the green check-mark to continue.

Step 4:
Enter your Project Contract # (400xxxxx).

Printed copies of this page are for reference only – see online file for controlled copy.
TEP0005A-02
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
82 of 87 DRAFT 1

Step 5:

Click on the Execute icon to display the Project/Billing Contract #s by

Sold-to report.

Remember: You “may” have several “Sold-To- Party(s)” within your project.
For example: You have a prorated Sold-to-Party of 899970 for SPLASH, with
one WBS only pointing to Sold-to 152. With this example you would look in
two places for SPLASH project Sales/Contract information – 899970 & 152.

Printed copies of this page are for reference only – see online file for controlled copy.
TEP0005A-02
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
83 of 87 DRAFT 1

Here is the 2nd report:

Printed copies of this page are for reference only – see online file for controlled copy.
TEP0005A-02
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
84 of 87 DRAFT 1

3.3.4 QA – Project Set-up/Verification

Step 1:
Project Manager provides the project TSA with the SAP Project/Contract
Input Information form (Appendix A).
Step 2:
The TSA, or Project Manager, enters the project and contract into SAP. See
Sections 3.1.2 (Create a Project) and 3.2.2 (Create a Contract) for additional
information.
Step 3:
Run the Project “Verification Reports:
f. CNS41
g. Y_T01_30000062
Step 4:
Provide the Project Management Office (PMO) and the Project Manager with
verification packets that include:
a. A screen print of the WBS Structure Overview screen
b. A screen print of the Contract Partner screen
c. A signed copy of the SAP Project/Contract Input Information form
d. A copy of the CNS41 report
e. A copy of the Y_T01_30000062 report

Printed copies of this page are for reference only – see online file for controlled copy.
TEP0005A-02
 Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
85 of 87 DRAFT 1

4. NOTES

4.1 Revision History

Date Revision CR Description Author
No.

1/9/2002 1st Draft Initial Draft Peggy James

Printed copies of this page are for reference only – see online file for controlled copy.
TEP0005A-02
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
1 of 87 DRAFT 1

APPENDIX A – SAP PROJECT/CONTRACT INPUT INFORMATION

Printed copies of this page are for reference only – see online file for controlled copy.
TEP0005A-02
Procedure Name: Effective Date: Identifier:
[Eff Date] PRO0005-07
CREATING, CHANGING, AND CLOSING
SAP PROJECTS/CONTRACTS Page: Revision:
2 of 87 DRAFT 1

Printed copies of this page are for reference only – see online file for controlled copy.
TEP0005A-02