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User - Manual Project System

The document provides instructions for using the SUGAM project system module in SAP. It describes how to create a new project definition, add WBS elements, create a network with activities, perform project estimation, and consolidate the project. The document contains detailed steps and screenshots to guide users through each process.

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Sharifah Arifah
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0% found this document useful (0 votes)
186 views50 pages

User - Manual Project System

The document provides instructions for using the SUGAM project system module in SAP. It describes how to create a new project definition, add WBS elements, create a network with activities, perform project estimation, and consolidate the project. The document contains detailed steps and screenshots to guide users through each process.

Uploaded by

Sharifah Arifah
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Project – SUGAM

End User Manual


Project System

DOCUMENT DETAILS
PROJECT NAME MODULE Business Scenario:

SUGAM PROJECT SYSTEM PROJECT SYSTEM

MODULE LEAD – BSPTCL MODULE LEAD – YASH PROCESS OWNER


Sri. Rakesh Kumar Sri. Praveen

BBP NUMBER AS PER BPML PROCESS NAME


PROJECT SYSTEM

AUTHORS & PARTICIPANTS

Role Name
Sri. Praveen – AEE Projects-II
Sri. Abhinav Basu – AEE Project
Sri. Atul Kumar Jha – JEE Projects
Core Team Members
Ms. Shweta Nirmata – AEE (P&E)
Ms. Kshitijaa Ranjan – AEE Projects-I
Smt. Swati Suman – Asst. Manager IT
Consultant Macha Ambarish Babu
Sri. Praveen
Business Process Owner

REVISION HISTORY

Date Document Document Revision Description Author Reviewer


Version
23.09.2019 0.1 User Manual Preparation M Ambarish Babu
Project – SUGAM
End User Manual
Project System

1. Project Builder

SAP T-code CJ20N


Type Transaction Code CJ20N and Click on Tick button or Press
Process
Enter key.

SAP T-code CJ20N


Observe the three Project builder areas which will be used in
Process
Project Builder

Project Structure Area

Work Area

Worklist Area – Previously created


Projects and Templates
Project – SUGAM
End User Manual
Project System

Create New Project definition:

SAP T-code CJ20N


Click on create button and select project to create new Project
Process
definition

SAP T-code CJ20N


Type the starting value of the project then press F4 to find the next
Process available number. Provide the project definition description.

Press enter after choosing the relevant project profile.


Project – SUGAM
End User Manual
Project System

System will propose the next number of Project


Project – SUGAM
End User Manual
Project System

SAP T-code CJ20N


Observe the Project definition symbol, Basic data Tab, Select
Person Responsible from dropdown (f4), Enter required Plant &
Process
relevant Profit center. See the System Status as CRTD (CREATED)
& enter NIT Details in the tab

Select the Required Person responsible for the Project from F4


Project – SUGAM
End User Manual
Project System

Select the Plant from F4

Enter Project Start Date & Finish Date and select the Profit Center from ZMMPC01 T code related to
Plant
Project – SUGAM
End User Manual
Project System

1.1 Create L1 WBS Element:

SAP T-code Action


Process Right click on Project definition→ Create → WBS element

1.2 Create L2 WBS Elements:

SAP T-code CJ20N


Open the recently created project by double clicking the same in
Worklist. Create one WBS element at level 2 under SSTR/18.19 by
Process
clicking on level 1 WBS element and follow the same process as
above and change the Plant as per the requirement
Project – SUGAM
End User Manual
Project System

2. Create Network:

SAP T-code CJ20N


Right click on WBS element – CGSS/18.36.01.01→Create→ Network
→ Type in Network description i.e. Bay 1. Select the relevant
Process network profile and press Enter.
Observe the network symbol, control tab and Save. Network
number will be generated after saving
Project – SUGAM
End User Manual
Project System

2.1 Create Network Activity:

SAP T-code CJ20N


Right click on Network → Create→Activity (Service). Type Activity
Process
description. Enter all the required details then press Enter.

SAP T-code CJ20N


Select Service no. from F4 help then press Enter to get the
Process description. Select required Service code and enter the quantity and
price will be taken automatically.
Project – SUGAM
End User Manual
Project System
Project – SUGAM
End User Manual
Project System

2.2 Create Network Activity:

SAP T-code CJ20N


Right click on Network →Create→ Activity(internal)→Type Activity
Process
description

SAP T-code CJ20N


Select Network Activity just created→Component Overview in work
Process
area
Project – SUGAM
End User Manual
Project System

Enter the material code manually or select from F4 help. Enter the required quantity.

Enter the mandatory details as shown and Save.


SOR Price is fetched from Material Master.
Project – SUGAM
End User Manual
Project System

System will generate the Auto Reservation number

Long Text which is entered in Material Master under Purchase Order Text will be displayed in CJ20N
screen under Activity in Long Text Tab
Project – SUGAM
End User Manual
Project System

3. Project Estimation:
SAP T-code ZPSEST
Select Project Type and Enter Project Number, select Material (Supply) radio button then
Execute

Enter required Taxes and then click on Calculate Tax button then save.

Note:

Calculate tax: If this radio button is not selected after entering tax percentages system will
not calculate the tax value.

Save Data: After Calculating Tax, data should be Save.


Project – SUGAM
End User Manual
Project System

Select Project Type and Enter Project Number, select Service (Erection) radio button then
Execute

Enter required Taxes and then click on Calculate Tax button then save.
Project – SUGAM
End User Manual
Project System

Select Project Type and Enter Project Number, select Total Project Cost radio button then
Execute

Enter required Taxes and then click on Calculate Tax button then save.
Project – SUGAM
End User Manual
Project System

Select Project Type and Enter Project Number, select Total Estimation radio button then
Execute

From Here FLM Process starts


Project – SUGAM
End User Manual
Project System

4. Project Consolidation:
SAP T-code ZPSCONSOL

Enter Project Number check the Pre-approved Project Details.

System will show the Pre-approved project details

If you add / Delete materials in Project, system will show the data in Addition/Deletion
radio button

New Material Added/Deleted


Project – SUGAM
End User Manual
Project System

New Service Added/Deleted

Note: After adding/Deletion of Materials /Services in Project then go to t code


ZPSEST add the Taxes for new items .If Taxes are not added system will not display
the added/deleted data in T code ZPSCONSOL under Addition/Deleted radio button.

System will show the Added items with Green Color and deleted items with Red Color

System will differentiate with “X” indicator in respective fields


Project – SUGAM
End User Manual
Project System

Post Approved: After all Approvals (addition/Deletion of Materials/Services) system will


remove the deleted materials/Services and will show the data.

Neither Project should approved /rejected and to be saved. System will not allow to release
Project in CJ20N
Project – SUGAM
End User Manual
Project System

If you double click on the Consolidation value after saving the data system will show the
breakup of the displaying amount with Taxes

For Approved /Rejected Projects


Project – SUGAM
End User Manual
Project System
Project – SUGAM
End User Manual
Project System

From Here FLM Process starts

5. Create Investment Program definition:


SAP T-code IM01
Process Enter IM01 in Transaction box and click Enter or Tick symbol

SAP T-code IM01


Process Type New Inv. program Name, Approval year and Select Program
type from drop down button (or press F4 Key) and press Enter
Project – SUGAM
End User Manual
Project System

SAP T-code IM01


Process Select Fiscal Year Variant – V3 and currency – INR and press
SAVE button

SAP T-code IM01


Process Observe the Inv Program definition created in the left hand
Project – SUGAM
End User Manual
Project System

bottom notification

5.1 Create Top Position ID:


SAP T-code IM11
Process Type IM11 in the Transaction Box and press Enter button. Select
Inv. program from dropdown (f4) select approval year and Type
New Position ID and press Enter button

SAP T-code IM11


Process Enter Organizational units – Controlling Area and press SAVE
Project – SUGAM
End User Manual
Project System

button – System creates new Inv Prog Position ID

5.2 Change Investment Program Structure:


SAP T-code IM22
Process Type IM22 in Transaction Box. Select Inv. Program from
Project – SUGAM
End User Manual
Project System

dropdown and select Approval year and press Enter.

SAP T-code IM22


Process Select Top level Inv. Program position id and create new and
Type New position id under Top level position id, Select check
button and copy button
Project – SUGAM
End User Manual
Project System
Project – SUGAM
End User Manual
Project System
Project – SUGAM
End User Manual
Project System

5.3 Change Original Program Budget:


SAP T-code IM32
Process Type IM32 in Transaction Box
Project – SUGAM
End User Manual
Project System

SAP T-code IM32


Process Select Inv. Program, Position ID and Approval year and press
Enter

SAP T-code IM32


Process Give Budget for Lower level position ids and total up to the Top
level Program position id using F9 or ‘Edit’ -> ‘Total Up’ in the
menu bar.
Project – SUGAM
End User Manual
Project System
Project – SUGAM
End User Manual
Project System

6. Assign Investment Measure (Project) to Inv. Program Position id

SAP T-code CJ20N


Select L1 WBS element→Edit→WBS element→Investment
Process
program→Investment program position id

SAP T-code CJ20N


Process Select relevant Investment program, Position id from F4 and
approval year then Save.
Project – SUGAM
End User Manual
Project System
Project – SUGAM
End User Manual
Project System

7. Allocate Budget to Investment Measure (Project):


SAP T-code IM52
Process Type IM52 in the Transaction box

SAP T-code IM52


Process Select relevant Investment program, Position id and approval
year, Select ‘Original’ Radio button to provide budget
Project – SUGAM
End User Manual
Project System

SAP T-code IM52


Process Provide the budget at Overall and Annual level accordingly. Save.
Project – SUGAM
End User Manual
Project System

7.1 Assign budget to lower level WBS elements:


SAP T-code CJ30
Process Enter CJ30 to open project budgeting
Project – SUGAM
End User Manual
Project System

SAP T-code CJ30


Observe that L1 WBS element already has budget which is from
Investment Management transactions and it’s in grey mode (non-
Process
editable). Here, input the budget to lower level WBS elements as
required.
Project – SUGAM
End User Manual
Project System

7.2 Budget Release

SAP t-code CJ32


Process Enter Project Definition

Enter the amount to be released


Project – SUGAM
End User Manual
Project System

8. Project Release: Project Execution

SAP t-code CJ20N


Select relevant WBS Element→select Edit
Process
TAB→Status→Release→Check the Status in System Status field

IF Project is Rejected:
If you try to release rejected projects system will show below error
Project – SUGAM
End User Manual
Project System

IF Project is approved:
If Project is approved system will show the below message after release

Click Save after project release.

After Project Release System will generate PR number

By Using PR Number Procurement Process will start


Project – SUGAM
End User Manual
Project System

9. Activity Confirmation

SAP T-code CJ20N


Select the Internal Activity →Select Edit TAB→Select
Activity→Select Confirm – System takes user to the next screen
where Posting period and Actual work carried out dates needs to be
Process entered→Select Finalconf. Tick mark if activity is 100%
completed→select back button(green color) to get back to Project
Builder Screen and →SAVE and check the System statuses (CNF) –
confirmation carried out

Select Activity follow below Procedure


Project – SUGAM
End User Manual
Project System
Project – SUGAM
End User Manual
Project System

10. Period End Closing activities: Settlement of network costs to


WBS Element
SAP T-code CJ88
Enter the t-code. Input the Project or WBSE number→Enter the
Process
parameters→Select check box for Detail List→Execute
Project – SUGAM
End User Manual
Project System
Project – SUGAM
End User Manual
Project System

10.1
SAP T-code CJ20N
Open relevant project. Select WBS Element→Select Edit →Select
Process
Costs→Select Settlement rule→Go back→Observe the system status
Project – SUGAM
End User Manual
Project System

SAP T-code CJ88


Process Click on Details list. WBS element collected the costs as receiver
Project – SUGAM
End User Manual
Project System

10.2 Period End Closing activities: Settlement of AUC costs to Fixed


Asset
SAP T-code CJ88
Enter the t-code. Input the WBS element→Enter the
Process parameters→Select check box for With hierarchy, With Orders and
Detail List →Execute
Project – SUGAM
End User Manual
Project System
Project – SUGAM
End User Manual
Project System

10.3 Project Status: Technically Completed & Close Project or WBSE


SAP T-code CJ20N
Enter the t-code. Input the Project Number→Edit →
Process Status→Completed technically →Set and observe the Message and
Save

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