Project management

A new engraving line, a custom-made monumental clock, a study before a launch: this work is neither a one-off purchase nor series production. These are projects, with a start, an end, a budget and a team. PS (Project System) describes them with two structures: the work breakdown structure (WBS), which says what and who pays, and the network, which says when and how. It ties purchasing, production, sales, time recorded and accounting together around the same project.

Audience: Project managers and controllers (level 1), PS, CO and MM key users (level 2), PS and CO consultants (level 3).
Prerequisites: Level 1: none. Level 2: basics of MM and CO (cost centers, internal orders). Level 3: hands-on customizing experience in a module.
Duration: 4 days (1 + 1.5 + 1.5)
28 h · day-by-day schedule

Day-by-day schedule

4 days, 28 h of training. Beginner 1 d, intermediate 1,5 d, advanced 1,5 d. Durations are calculated from the content of each chapter. Click a line to open the chapter.

BeginnerIntermediateAdvancedAssessment

Day 1Beginner

Morning · 9:00 – 12:30

Afternoon · 13:30 – 17:00

Day 2Intermediate

Morning · 9:00 – 12:30

Afternoon · 13:30 – 17:00

Day 3Intermediate · Advanced

Morning · 9:00 – 12:30

Afternoon · 13:30 – 17:00

Day 4Advanced

Morning · 9:00 – 12:30

Afternoon · 13:30 – 17:00

PS curriculum

3 parts, 16 topics. Open a part, then follow the link to the chapter, the guide or the mini-process.

Level 1 · Beginner : Understanding projects in SAP

What is PS? A project at SENTINEL
A one-off piece of work, with a start, an end, a budget and a team.
Chapter →
The WBS and the network
The WBS breaks down the work and carries the money; the network sequences the tasks in time.
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The life of a project: statuses
Created, released, technically completed, closed: each status opens or closes transactions.
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Plan, budget, commitment, actual
Four figures, four moments: what you estimate, what you authorize, what you have promised, what you have paid.
Chapter →
PS at the center of the modules
The project does nothing alone: it receives purchasing, hours, production and sales, and hands everything over to accounting.
Chapter →

Level 2 · Intermediate : Practicing: structure, budget, track

Building a project with CJ20N
The Project Builder brings WBS, network, dates and costs together on one screen.
Chapter →
Networks, relationships and scheduling
Durations and relationships give the earliest and latest dates, and the float.
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Budget and availability control
Set the budget, release it, move it, and let SAP block overruns.
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Time, milestones and progress
Record the work done, and know whether the project is ahead, late, over or under budget.
Chapter →
The customer project end to end: PS, SD, PP, MM
An order, a project, purchases, production, a delivery, an invoice: who does what, in which order.
Chapter →
Tracking the project: reports
The right report for the right question: costs, budget, structure, dates.
Chapter →

Level 3 · Advanced : Customizing: profiles, budget, closing

Customizing the structure: profiles and masks
The project profile is the behavior template; everything else hangs off it.
Chapter →
Customize the budget and availability control
A budget profile, tolerances, an activation: three settings for the budget to really protect.
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Results analysis and settlement
Month-end: measure the margin of customer projects, then empty the project to its receiver.
Chapter →
S/4HANA: what changes
PS remains, with a single journal, real-time revenue recognition and new apps.
Chapter →
Tables and troubleshooting
Know where the data is, and recognize common errors.
Chapter →

Configuration guides

PS · PS-PLNCustomizing availability control