SAP PS project system training online. Contact for demo. You will not regret it ever. The best way to learn ASAP is by doing it. The course details several scenario you will run into, support queries and how to handle it proficiently.

1. Project System Module (PS)
Presented by:
Rohit Sinha (Aka SAG)
Sinha.rohit09@gmail.com
Skype: Sinha.rohit09
Mob: 7042129244

2. Overview
 Review of Organizational Elements and Master Data
 Overview of Projects using the PS module and how it is
integrated with other modules in the R/3 System
 Become familiar with the basic functions in the PS module

3. PS
Organizational Areas in R/3
AccountingAccounting
Cost accountingCost accounting
ProductionProduction
Sales organizationSales organization
Sales areaSales area
Purc.organizationPurc.organization
Company codeCompany code
Business areaBusiness area
Controlling areaControlling area
Prof.segmentProf.segment
FMFM
areaarea
Human resourcesHuman resources
PersonnelPersonnel
areaarea
PlanningPlanning
PlantPlant
TreasuryTreasury
SalesSales
PurchasingPurchasing
WarehouseWarehouse
Plant Maintenance/Plant Maintenance/
ServiceService
Maintenance
PlantPlant

4. Organizational Structures: Accounting
Controlling areaControlling area
10001000
Controlling areaControlling area
10001000
Company codeCompany code
10001000
Company codeCompany code
10001000
Fin.mgt areaFin.mgt area
10001000
Company codeCompany code
10001000
Company codeCompany code
10001000
Company codeCompany code
20002000
Company codeCompany code
20002000
BusinessBusiness
area 4000area 4000
BusinessBusiness
area 4000area 4000
BusinessBusiness
area 6000area 6000
BusinessBusiness
area 6000area 6000
BusinessBusiness
area 1000area 1000
BusinessBusiness
area 1000area 1000
BusinessBusiness
area 2000area 2000
BusinessBusiness
area 2000area 2000
BusinessBusiness
area 4000area 4000
BusinessBusiness
area 4000area 4000
Operating concernOperating concern
IDEAIDEA
Operating concernOperating concern
IDEAIDEA

5. Valuation levelValuation levelValuation levelValuation level
Organizational Structure: Logistics
Storage loc.003
(WMS store)
Storage loc.003
(WMS store)
Controlling areaControlling area
10001000
Controlling areaControlling area
10001000
Company codeCompany code
10001000
Company codeCompany code
10001000
Sales organizationSales organization
00010001
Sales organizationSales organization
00010001
Sales pathSales path
0101
Sales pathSales path
0101
Division 06Division 06Division 06Division 06
Division 08Division 08Division 08Division 08
Plant 1200Plant 1200 Plant 1300Plant 1300
Shipping point
0006
Shipping point
0006
Shipping point
1200
Shipping point
1200
Storage location
0001
Storage location
0001
Storage location
0002
Storage location
0002
Purchasing organizationPurchasing organization
10001000
Purchasing organizationPurchasing organization
10001000

6. Organizational Elements and
Master Data
 Operating Concern - (CO) Part of organization for which the
sales market is structured in a uniform manner (product
group, customer group) can contain >1 controlling area
 Controlling Area - (CO) Identifies a self-contained,
organizational unit within a group, for which cost accounting
can be performed
 Company Code - (FI) Smallest organ unit for which a
complete self-contained set of accounts can be drawn up
for purposes of external reporting

7. Organizational Elements and
Master Data
 Division -(SD) Based on responsibility for sales or profits from
salable materials or services
 Plant - (LO) Within Logistics, a place where either materials are
produced or goods and services are provided. Assumes variety
of roles (Maintenance Plant, retail or wholesale site)
 Storage Location - (LO) Allows the differentiation of materials
stocks within a plant
 Shipping Points - (SD) Fixed location that carries out shipping
activities (company’s mail department)

8. Organizational Elements and
Master Data Business Area - (FI) Represents a separate area of operations or
responsibilities within an organization. Can have several
Company Codes
 Purchasing Organization - (MM) Procures materials and services,
negotiates conditions of purchase with vendors, and bear
responsibilities for such transaction
 Sales Organization - (SD) Sells and distributes products,
negotiates terms of sales, and is responsible for these transaction
 Organizational Structure is prerequisite for making correct
application - specific system setting in customizing - it is the
framework

9. Cost centerCost center
Cost elementCost element
Activity typeActivity type
Profit CenterProfit Center
Master Data Central Functions
ClassesClasses
CharacteristicsCharacteristics
Object dependenciesObject dependencies
DocumentsDocuments
PersonPerson
QualificationQualification
profileprofile
Human ResourcesHuman Resources
TreasuryTreasury
CommtCommt
itemitem
Capital investment management
PurchasingPurchasing
MaterialMaterial
Activity masterActivity master
VendorVendor
Purc.info recordPurc.info record
Work centerWork center
BOMBOM
PRTPRT
G/L accountG/L account
Chart of accountsChart of accounts
Plant Maintenance/Plant Maintenance/
ServiceService EquipmentEquipment
AssetAsset
CI programCI program
AccountingAccounting
NetworkNetwork
ProductionProduction
WBSWBS
Maintenance
Cost AcctgCost Acctg

10. Controlling Levels
CapitalCapital InvestmentInvestment CostsCosts RevenuesRevenues
PersonnelPersonnel AssetsAssets MaterialsMaterials DepartmentsDepartments
Actual
Actual
Plan
PlanBudget
Budget
Fdscommt
Fdscommt
Result
ResourcesResources
Value Time
VendorVendor CustomerCustomerS & DS & DProductionProductionProcurementProcurement
Management
Controlling
Execution

11. Project Tasks
Cross-department
Agreements
Hierarchy
of tasks
Planning and Controlling
Production
AccountingSales
Costs
Dates
Resources
Purchasing
Budget

12. Overview of Projects
 Tasks with particular characteristics
 Complex, unique, and involve a high degree of risk
 Limited duration, and cost and capital intensive
 To execute a project:
 Need a project-specific organizational form
 Must describe the project objective
 Structure the project activities you want to perform
 Structured according to:
 How it is organized using Work Breakdown Structure (WBS)
 The processes involved using Networks

13. - Investment- Investment
- Marketing- Marketing
- Make-to-order- Make-to-order
productionproduction
- Asset- Asset
constructionconstruction
- Shutdown- Shutdown
- Services- Services
- Plant- Plant
maintenancemaintenance
- R & D- R & D
- EDP projects- EDP projects
- Structures- Structures
- Time scheduling- Time scheduling
- Project plannimg- Project plannimg
boardboard
- Cost planning- Cost planning
- Financial data- Financial data
- Budget- Budget
- Info system- Info system
UseUse ViewsViews
- Materials- Materials
ManagementManagement
- Cash Management- Cash Management
- Resources- Resources
- Operating results- Operating results
- Controlling- Controlling
- Periodic processing- Periodic processing
- Configuration- Configuration
- Workflow- Workflow
- Investment- Investment
ManagementManagement
PS
FunctionsFunctions
Project System

14. Integration
PPSD
 Quotation
 Order
 Billing
document
 Purchase requisition
 Purchase order
 Goods receipt
 Invoice receipt
 Material issue
COCO
FIFI
 Order
 Surcharges
 Distribution
 Assessment
 Activity allocation
 Invoice
 Asset under
construction
 Settlement
 Plant maintenance
order
 Settlement
 Plan order
 Production order
 Settlement
PM AMAM
MM

15. Integration of Financial Data
Purchase
requisition
Purchase
order
Down payment
request
Quotation
Financial
budget
Expenditure
Revenue
Payment
Bank
clearing
Goods
issue
Down
payment
Bank
clearing
Invoice
issue
Payment
Sales
order Down
payment
request
Down
payment
Delivery
Invoice
receipt
FI
SD
MM
FI
PS
> 3.0
> 3.0
> 3.0

16. Integration Example: Vendor Down
Payment PurchasePurchase
order itemorder item
Down payment clearingDown payment clearing
Invoice checked againstInvoice checked against
down payment documentdown payment document
Down paymentDown payment
InvoiceInvoice
PaymentPayment
Difference betweenDifference between
invoice and downinvoice and down
payment clearingpayment clearing
Down paymentDown payment
requestrequest

17. Integration Example: Purchasing
OrderingOrdering
InvoiceInvoice
verificationverification
BE
GoodsGoods
receiptreceipt
PurchasePurchase
requisitionrequisition
Purchase orderPurchase order
monitoringmonitoring
BidBid
invitationinvitation
Entry ofEntry of
quotationquotation
VendorVendor
selectionselection
?
=

18. Function Model (5)
Status/
Phase
Project
definition
Network
Work
breakdown
structure
......
Budgett
Release
. . .. . .
PP
order
......
Commitment,
costs,revenues
Confirm-
mation
T I M ET I M E
Structuring Planning Approval Execution
Concept Structure
Costs
Dates Budget Actual data
Costs
Dates
Structuring Closing
Settlement
......
SettlementSettlementSettlementSettlement

19. Operative Structures in Projects
WBS
Project definitionProject definition
NetworkNetwork

20. Operative Structures in Projects
 Project definition
 Defines task to carry
 Contains data which is binding on the whole project
such as start and finish dates and organization data
 WBS is the model of the project
 Project services to be rendered in graphical form
 Operative basis for cost planning, time scheduling, and budget
allocation in projects
 Network reproduces the activities from the project
 Operative basis for the planning and control of dates, costs and
resources (personnel, machines, PRTs, materials)

21. Master Data
Basic dates
Organizational units
Work breakdown structure
Budget
Costs
Basic dates
Responsibility-oriented
organization
Network
Process-oriented
organization
Dates
Resources
Resource costs
1:N1:N1:N1:N
Project definition

22. Project Definition
Default valuesDefault values
 Company codeCompany code
 CurrencyCurrency
 Settlement ruleSettlement rule
OrganizationalOrganizational
outlineoutline
 Controlling areaControlling area
PlanningPlanning
parametersparameters
 For datesFor dates
 For costsFor costs
April
7
DatesDates
 Basic dates forBasic dates for
entire projectentire project
March
31
April
6

23. Projection Definition
 First Step in creating a project
 Outline connecting all objects created within a project
 Contains data used for the entire project
 Default values that are copied into the new WBS elements
you create for this project

24. Work Breakdown Structure
Financial dataFinancial data
 CustomerCustomer
 VendorVendor
Periodic processingPeriodic processing
 SurchargesSurcharges
 SettlementSettlement
CommitmentCommitment
 Purchase requisitionPurchase requisition
 Purchase orderPurchase order
Purchase
order
BudgetBudget
 Original budgetOriginal budget
 Release budgetRelease budget
DatesDates
 Basic datesBasic dates
 Scheduled datesScheduled dates
 Actual datesActual dates
April
7
CostsCosts
 Planned costsPlanned costs
 Actual costsActual costs

25. Work Breakdown Structure
 Focus is on planning, analysis, description, control and
monitoring costs, basic dates and budgets
 It forms the basis for organization and coordination in the
project
 Shows amount of work, time required, and cost involved
 Operative basis for further steps
 Structured according to different criteria depending on level
detail
 Tasks and Activities are describe as individual elements

26. Work Breakdown Structure
 WBS Elements
 Can be:
 Tasks
 Partial Tasks which are subdivided further
 Work Packages
 Start and finished dates
 Text describing the work to be performed
 Responsible cost centers
 Cost centers carrying out the project

27. Structure of a WBS
Currency
DocumentsPS textsMilestones
Subproject

28. Network
SchedulingScheduling
 RelationshipsRelationships
 ConstraintsConstraints
 FloatsFloats
 Critical activitiesCritical activities
April
7
ControllingControlling
 Earned value reportsEarned value reports
 Capacity loadCapacity load
Periodic processingPeriodic processing
 SurchargesSurcharges
 SettlementSettlement
MaterialMaterial
 Purch. parts / assembliesPurch. parts / assemblies
 DatesDates
 Costs, commitmentCosts, commitment
External processingExternal processing
 ServicesServices
 DatesDates
 CostsCosts
Internal processingInternal processing
 WorkWork
 DatesDates
 CostsCosts

29. Network
 Networks represent processes or task in a project
 Essential elements of a network are:
 Activities
 Work Center, Duration, S&F, Resources Required, Texts
 Activity elements
 Relationship
 The Network Header contains data required for the entire
network

30. Network Question that are answered using network information
 Where are we unclear?
 Where are the Scheduling uncertainties?
 When and what amount are cost incurred?
 When and what quantity do resources are made available?
 Relationships
 FS (finish-start) FF (finish-finish)
 SS (start - start) SF (start-finish)

31. Structure of a NetworkNetwork header
Internal
processing
Internal
processing
PS texts
External
processing
External
processing
Services
Internal
processing
Internal
processing
Material components
Production resources/tools
Qualification
Int. processed
element
Gen. costs
element
Ext. processed
element
Documents
General
costs activity
General
costs activity
External
processing
External
processing
Milestones

32. Relationships
AssemblyProduction
FS relationship
Design
Purc.order
Purc.order
SS relationship
Start
-upSF relationship
Work
scheduling
BOM
FF relationship
Design
Acceptance

33. Work Breakdown Structures and
Networks NetworkWBS
Elevator
1 Engineering
1-1 Elec.parts
1-2 Mech.parts
1000 Layout
1030 Engineering: Mech.parts
1050 Engineering: Elec.parts
1120 Procurement:: Car
1080 Procurement: Mech.parts
13-2 Procurement
13-2-1 Elec.parts
13-2-2 Mech.parts
1060 Procurement::Motor
1100 Procurement: Elec.
parts
1140 Assembly
2000 Acceptance
1170 Release
3000 Insurance
13-3 Assembly
13-4 Insurance
13-1-113-1-1
13-1
13-1-213-1-2
13-113-1 13-213-2
13-2-113-2-1 13-2-213-2-2
13-413-413-313-3
1313
1000 1170
10801080
11201120
10601060
11001100
1030103010501050
10001000
11401140
20002000
30003000
11701170
11001100
10601060
10501050
10001000
30003000
11401140
20002000
11701170
10301030
11201120
10801080

34. Planning (Cost and Dates)
 Various ways of planning dates
 Plan dates in the WBS, binding on any further planning
 Dates in the network are determined by the system or manually
 Plan dates in lists, or using the various PS graphic interfaces.
 Types of dates
 Basic Dates - Binding basis of time schedule in the WBS
elements
 Forecast Dates - Expected dates for WBS elements

35. Planning (Cost and Dates)
 Plan cost at different levels of cost planning
 Structure planning (by WBS)
 Plan cost without the reference to a cost element
 Cost element planning (detailed planning)
 Plan cost with reference to a cost element
 Unit Costing
 If information on sources of supply, quantities, and prices is
available, you can use unit costing to produce a project cost
plan

36. Approval (Budget)
 Approval Phase
 Prescribe the project funds in the form of a budget
 Budget differs from the cost plan in that it is binding
 Starts with defining an original budget for the WBS element
 Store as overall, then distribute it
 Release the budget in stages, prevents exceeding early

37. Execution (Actual data)
 Actual dates and costs are confirmed
 status of activity processing is documented
 system checks the dates of the WBS element and set actual
dates
 Actual cost create activity allocation
 Tolerance limits
 Integration

38. Closing
 Project closing
 Collecting all costs
 Settling the costs
 Closing the structures