6/28/2022

SAP Commercial Project Management

Generated on: 2022-06-28 12:14:24 GMT+0000

SAP Commercial Project Management | 2.0 SP08

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https://help.sap.com/docs/SAP_COMMERCIAL_PROJECT_MANAGEMENT/0ff4c5b7f2ac487a908279902ba5d61c?locale=en-
US&state=PRODUCTION&version=2.0.08

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SAP Commercial Project Management

Product Information

Product SAP Commercial Project Management (CA-CPD)

Release 2.8

Subcomponents
Project Workspace (CA-CPD-WS) (software component CPD 200)

Project Cost and Revenue Planning (CA-CPD-FP) (software component CPD 200)

Project Issue and Change Management (CA-CPD-PCM) (software component PICM

200)

Based On SAP enhancement package 7 for SAP ERP (CPD 200) and SAP NetWeaver 7.5 (PICM 200)

Documentation Published May 2018

For information about SAP NetWeaver, processes and tools for enterprise applications, and cross-application business functions
of the SAP Business Suite see the following:

https://help.sap.com/viewer/p/SAP_NETWEAVER

SAP Library SAP Business Suite Cross-Business Functions SAP Business Suite – Cross-Application Business Functions

For more information about frequently asked questions (FAQ), see SAP Note 1800539 .

Use
SAP Commercial Project Management provides solutions that address the core business process requirements of companies
that offer project-based services to their customers. SAP Commercial Project Management covers multiple processes in an
end-to-end scenario spanning the selling, planning, executing, monitoring, and controlling of projects. Companies that sell
projects (for example, in the professional services or the engineering, construction, and operations industries) can use these
solutions to further professionalize their core business processes and expand beyond back office capabilities.

Project Workspace and Project Cost and Revenue Planning provide role-based, intuitive user interfaces that allow you to work
with complex nancial and non- nancial data.

For companies that sell projects, Project Issue and Change Management addresses requirements related to the efficient
management of logging and documenting issues and changes, assigning responsible people, and managing tasks to process the
issues and changes.

SAP Commercial Project Management extends the capabilities of the SAP Business Suite in the following scenarios:

Project cost, revenue, and quantity planning (from the bid and proposal phase of the project, to the baseline planning,
the subsequent planning of change requests, project forecasting, and estimation to completion)

Project issue and change management

Project management (the availability of the project workspace for the project manager; this includes embedded
reporting, project status and risk management, the alert function, and the integration with project-related procurement

Contract and engagement management with enhanced functions to monitor and track billing and account receivables,
additional scenarios for periodic billing, and the management of work in progress (WIP)

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More Information
Project Workspace

Project Cost and Revenue Planning

Project Issue and Change Management

Embedded Analytics

Standard Role (Composite): SAP Commercial Project

Management User
SAP_BPR_CPD_USER_1

Use
This composite role combines the following standard roles:

Project Workspace User (see Standard Role: Project Workspace User)

Project Cost and Revenue Planning User (see Standard Role: Project Cost and Revenue Planning User)

Standard Roles: Project Manager

The following standard roles are available for project managers:

Standard Role: Project Manager (Project Workspace and Project Cost and Revenue Planning)

Standard Role: Project Manager (Project Issue and Change Management Deployed with CA-CPD)

Standard Role: Project Manager (Project Issue and Change Management Deployed As a Standalone)

Project Workspace

Use

Product Project Workspace

Release 2.8

Based On SAP enhancement pack 8 for SAP ERP

Documentation Published May 2018

Project managers need to consider different aspects of projects (risks, statuses, schedules, budgets, resources, as well as the
commercial side of selling project-related work). These aspects add complexity to the project managers' tasks. It is even more
complex and difficult if different systems are used for the management of these different aspects.

Project Workspace (CA-CPD-WS), a component of SAP Commercial Project Management (CA-CPD), offers a unique solution
that connects these different aspects of the project together in a single user interface. It provides a framework to integrate
diverse systems and business objects that relate to the life cycle of a real-world project.

Implementation Considerations

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Typical users of SAP Commercial Project Management belong to industries such as engineering, construction, and operations
or professional services. These users are primarily engaged in simultaneously executing multiple projects for different
customers.

In Project Workspace, users can get a quick view of their respective projects using embedded Analytics and reviewing data such
as open purchase orders or unpaid customer invoices, from underlying systems. Based on this information, the user can trigger
follow-up actions.

Project planners can create nancial bids, plan on actual objects, carry out forecasting scenarios, and track the nancial health
of ongoing projects. The integration with SAP ERP allows nancial controllers to carry out routine tasks based on accurate
information and embedded Analytics allow key stakeholders to view the status of important key performance indicators (KPIs)
of the project. For more information about the nancial planning of master projects, see Project Cost and Revenue Planning.

In addition to this, you can also integrate functions that support the management and planning of issues and changes that
occur during project execution. The integration with Project Cost and Revenue Planning allows you to view accurate information
about issues and changes and their impact on project planning, cost, and revenue. To know more about the processes related to
issues and change requests, see Project Issue and Change Management.

As of SAP Commercial Project Management 1.0, the master project is available. The master project allows you to maintain a
consistent object through the life cycle of a real-world project. This object serves as a link to related documents such as CRM
opportunities, Sales and Distribution (SD) quotes or orders, documents, or purchase orders. The master project holds
information about the project status, stages, reporting attributes, roles, and team members.

Within Project Workspace, users can create master projects and link multiple business objects such as CRM opportunities,
Project System (PS) project de nitions, cProjects, work breakdown structures, sales orders, purchase orders, and so on. These
business objects can exist in both SAP and non-SAP systems.

Integration
Project Workspace (CA-CPD-WS) is integrated with the following components:

Function Application Component

Project cost and revenue planning Project Cost and Revenue Planning (CA-CPD-
FP)

Updates to project issues and changes Project Issue and Change Management (CA-
CPD-PCM)

Information about opportunities Customer Relationship Management (CRM)

Information about work breakdown structures (WBS), networks, and activities Project System (PS)

Information about purchase requisitions, purchase orders, service entries, and Materials Management (MM)
vendor invoices

Information about sales orders, sales contracts, debit memos, invoices, and billing Sales and Distribution (SD)

Information about objects in Collaboration Projects (cProjects) Collaboration Projects (CPR-XRPM)

Features
Project Workspace (CS-CPD-WS) provides the following features:

The master project that integrates multiple business objects that are used in a real-world project setup.

A project workspace to monitor and manage the different aspects related to a master project.

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A framework to con gure and personalize user-speci c alerts and noti cations.

The ability to set up teams and assign roles and responsibilities to members.

The exibility to de ne master-project-speci c rates that are re ected in the billing process.

A billing plan manager to plan and execute billing events such as xed price and resource-related billing.

The integration with Project Cost and Revenue Planning (CA-CPD-FP) to enable project cost planners and controllers
to plan and forecast project-related costs and revenues. For more information, see Project Cost and Revenue Planning.

The integration with Project Issue and Change Management (CA-CPD-PCM) to document, estimate, and track issues
and changes that occur during project execution. For more information, see Project Issue and Change Management.

Constraints
Other than creating master projects, you cannot directly create any other standard business object from the project workspace.

Standard Role: Project Workspace User

SAP_SR_CPD_PWS_USER_1

Use
This sample role allows the user to display the master project header as well as information about assigned business objects
like team details, reporting attributes, statuses, and trends.

Object Type Description and Comment Corresponding Activity in Database

Table TACT

Master project Display master project header 03 (Display)

Master project Display master project item (assigned business object) 03 (Display)
item

Team Display team details 03 (Display)

Reporting Display the reporting attribute of the master project and its subitems 03 (Display)
attribute

Status and trend Display the status and trend of the master project; and the change log of 03 (Display)
the status

Standard Role: Project Manager (Project Workspace and

Project Cost and Revenue Planning)
SAP_SR_CPD_PM_1

Use
This sample role allows the create, change, and display of master project and nancial plans and provides authorizations to
users working as project managers.

Object Type Description and Comment Corresponding Activity in

Database Table TACT

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Object Type Description and Comment Corresponding Activity in

Database Table TACT

Financial plan Create nancial plan 01 (Create)

Change nancial plan 02 (Change)

Display nancial plan 03 (Display)

Authority object (SAP BusinessObjects Analysis, Create planning data in the planning 01 (Create)
edition for Microsoft Office) workbook

Change planning data in the planning 02 (Change)

workbook

Display planning data in the planning 03 (Display)

workbook

Execute business intelligence (BI) query in 16 (Execute)

the planning workbook

Components (Business Explorer) Create planning data in BI 01 (Create)

Change planning data in BI 02 (Change)

Display planning data from BI 03 (Display)

Execute BI query 16 (Execute)

In addition to these authorizations, this role contains authorization elds that are required for the minimal authorizations
(display).

Cross-Project View

Use
This is an overview page that displays a categorized view of master projects for the logged in user. Besides displaying a list of
master projects, Cross-Project View provides business-critical information such as key performance indicator (KPI) values,
alerts based on business objects, and options to personalize the display of information.

Prerequisites
For the proper functioning of SAP Commercial Project Management (CA-CPD) and Project Workspace (CA-CPD-WS), it
is necessary to carry out all the Customizing activities under SAP Commercial Project Management Master Data .

You must have master projects in the system before you can view any information in Cross-Project View.

Features
Cross-Project View provides the following features to a user:

Categories for Master Projects

You have the option of managing your personal categories for master projects by choosing Options View Settings :

Create personal categories to group master projects and choose up to 5 categories to be displayed in Cross-
Project View. The default categories Favorites, Last Accessed, and My Projects are available to all users. Master
projects to which you have been assigned as a member are automatically assigned to the My Projects category.

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Delete user-de ned categories. Deletion of categories also removes the corresponding category assignment
from master projects. Note that at least one of the default categories must be displayed at all times.

Move or copy master projects from one category to another (using the context menu).

You can create user-de ned categories based on saved searches. Go to Options View Settings Manage
Categories Add . When the saved searches are updated, the categories are automatically updated.

KPIs and Calculated KPIs

By choosing Options View Settings , you can choose to sequence and display up to 7 KPIs that are relevant or
important to you. Depending on your preference, selected KPIs and their corresponding values are displayed in
Cross-Project View.

 Note
The sequence that is speci ed on the UI using the View Settings function overrides the sequence speci ed in
Customizing. You can reset the sequence speci ed in View Settings (using the Reset to Default button) so
that the back-end sequence is considered by the system.

For KPIs that display results in amounts, you can choose a currency of your choice and also decide if the system
should display amounts with decimals. Note that the number of decimal places is dependent on the selected
currency.

As an alternative, you can choose to display cross-project KPIs in the currency of respective master projects.

You can disable KPIs from the list of default and active KPIs only in Customizing for SAP Commercial Project
Management under Master Data Master Project De ne KPIs .

The following KPIs are available:

Cost (Total)

Cost: Plan vs. Actual (Up to Cur. Month)

Cost Performance Index (CPI)

Change Requests

Receivables

Planned Cost vs. EAC Cost

Earned Value: Planned vs. Actual

Issues

PoC: Planned vs. Actual

Revenue (Total)

Revenue: Plan vs. Actual (Up to Cur. Month)

Schedule Performance Index (SPI)

Unbilled Revenue

With the integration of Project Issue and Change Management (CA-CPD-PCM), you can also view the
number of new issues and change requests for a master project. For more information about managing
issues and change requests, see Project Issue and Change Management.

At any time, you can revert to the default KPI list de ned in Customizing.

You can de ne calculations for KPIs in the Customizing view De ne Calculations. In this view, you can de ne
formulas to derive calculated KPIs.

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 Example
Follow these steps to provide the calculated KPI Margin (%) in Cross-Project View:

1. In Customizing for SAP Commercial Project Management Master Data Master Project , execute
De ne KPIs.

2. In the De ne KPIs view, create a KPI 0MRG, with the following values:

KPI Sequence: 2

Active: Mark this checkbox (this check activates the KPI on the UI)

Calculated: Calculated KPI (Percentage)

Description: Margin

3. Select the row that you created and double-click the De ne Calculations view.

4. In the rst row, enter 0REV in the Source KPI column, and then choose - sign in the Sign (+/-)
column.

5. In the next row, enter 0APC in the Source KPI column, and select the corresponding radio button in the
Denominator column, and then save your entries.

Result: These entries specify that the system must calculate margins using the formula Revenue minus Cost
and then represent this as a percentage value in which Cost is the denominator.

Alerts and Key Dates

You can set personalized alert conditions if the Customizing setting in Make Settings for Master Projects allows
you to.

Choose Options Alert Settings to de ne alert conditions that override the default parameters set in
Customizing.

For more information about setting up alerts, see Alert Management.

You can view important dates related to the master project. For example, the cut-off date, when the project was
last reviewed, billing due dates, last invoiced date, and so on.

Master Project Search

Choose Show Search to view the assignment block that displays the search parameters for master projects and
results list.

You can search for master projects by attributes in the master project header or by business objects assigned to
master projects.

From the search results list, choose a master project to view details.

Select master projects from the result list and add them to a personal category or remove master projects from
an already assigned category.

Data Buffering

Calculation of KPIs and alerts is a resource-intensive operation, especially for master projects with a large number of
business objects or master projects that are accessed frequently. To enable faster data retrieval and improved
performance, system administrators can run or schedule a background job to periodically cache information in the
database buffer. The following programs are available:

User-Independent Buffering for Cross-Project View (/CPD/R_MPROJ_BUFFRNG_NEW)

Report for Buffering Cross-Project View Data (/CPD/R_MPROJ_BUFFRNG_FOR_USERS)

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Quick Navigation to Other Functions

You can navigate to the following functions or screens:

Master project details

Workspace

Team details

Statuses and trends

Contact persons

Checklist activities

Financial plans

Rate card editor

Personal work list of activities across all the issues and change requests within the master project

Risk register

Personalization of Sequences

You can personalize the navigation sequence in a exible manner; for example, the rst 3 items in the navigation
sequence can be personalized to display frequently accessed menu items.

You can personalize the sequence of master projects in manually created categories (Cross-Project
View Options Sequence Settings .

Master Project

De nition
A business object that facilitates the integration of multiple business objects used in a real-world project, for example, in the
Professional Services or the Engineering, Construction, and Operations (ECO) industries.

Use
A master project combines multiple business objects from different source systems into a single integrated object. Using
customizable settings, you can de ne the business objects that comprise a master project type and can even create multiple
master project types to suit different business conditions. A master project can be used to integrate business objects from SAP
and non-SAP systems.

A master project provides a central reference for all the activities that relate to different roles in a project set-up.

Structure
Header Information

The following attributes are used to capture information relevant to the master project header:

Master Project Type

The master project type de nes the structure of a master project with reference to the business objects it can
contain and other functions such as templates for status management, alerts and KPIs, stages, and so on.

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You can de ne multiple master project types based on the diversity of your business requirement. The central
Customizing activity for master project types is available in Customizing for SAP Commercial Project
Management Master Data Master Project .

Master Project ID

You have the following options to de ne master project IDs:

Follow a prede ned naming convention by using project coding masks, which is a Customizing setting in Project
System Structures Operative Structures Work Breakdown Structure (WBS) Project Coding Mask .

Use the ID of a business object that is a key part of your master project, for example, the ID of a project de nition
or a CRM opportunity. Note that this is a one-time decision that you take when assigning business objects to a
master project.

Manually enter a master project ID.

Reporting Attributes

This tab allows you to de ne, display, and capture additional attributes for master projects and related business
objects. You can de ne reporting attributes for multiple structure items in a tabular view. You have the option to
specify reporting attributes as mandatory. You can also copy reporting attributes and duplicate values to
subelements.

You de ne reporting attributes and pro les in Customizing for SAP Commercial Project Management under
Master Data Master Project De ne Reporting Attributes . Subsequently, you assign reporting attribute pro les
to master project types, in the Customizing activity Make Settings for Master Projects.

By implementing BAdI: Validation of Reporting Attributes, you can choose to transfer or map reporting attribute
values from the master project or related business objects to a custom eld of standard objects in SAP. For
example, you could map different values of a reporting attribute Risk to the priority in a WBS element.

Dates

Start and end dates represent the life cycle of a master project. In a typical scenario, it would cover the duration
of all the activities in the master project.

You can choose to synchronize the start and end dates of a master project with the dates of a related business
object by implementing BAdI: Validation for Master Project Header Deletion in Customizing for SAP Commercial
Project Management under Master Data Business Add-Ins .

For example, you could choose to synchronize the master project dates with the dates of PS project de nitions.

 Note
The start and end dates are synchronized only when you save a master project.

Stages

Using Customizing settings, it is possible to set a default stage and de ne the sequence of stages until completion.

Organization

This eld allows users to indicate a geographical attribute for the master project, depending on the business scope. A
Customizing activity is used to link geographical locations to organizational units in a SAP system. For more information,
see Customizing for SAP Commercial Project Management under Master Data Master Project Make Settings for
Organization .

Currency

This eld allows you to de ne a currency for the master project. The system proposes the default currency of the default
company code of the selected organization. The project currency is later set as the default for nancial plans, change
requests, and risks that are created for the project.
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The project currency enables the aggregation and display of amounts from assigned business objects in reports on the
Overview screen.

 Note
You cannot change the project currency once you create a nancial plan.

Cut-Off Date

This eld indicates a date for in-period forecast. You can either enter a date manually or allow the system to set the date
when an in-period forecast is executed for the project. You can also view additional key gures up to the cut-off date, in
embedded analytical reports such as the hierarchical cost status and project cost status reports.

To enable the setting of cut-off dates, you must choose a value for the Cut-Off Date eld in Customizing for SAP
Commercial Project Management, under Master Data Master Project Make Settings for Master Projects .

Con dentiality

This eld allows users to indicate whether or not a master project is con dential. Details about con dential master
projects are displayed only if the user is authorized to view such information. For more information about authorizations
in Project Workspace, see Authorization.

Attachments

In the Attachments tab, users can upload documents that are relevant for a master project.

Master Project Structure

This is a hierarchical representation of the business objects that are assigned to a master project.

Depending on the object relationships de ned in Customizing, the master project structure also displays the hierarchy of
other business objects linked to a master project item.

Object Attributes

This is information that the system displays about an assigned business object, to help users keep track of important
attributes such as dates, sales organization, statuses, and so on. You can de ne which object attributes are important,
when you con gure object types for master projects.

Reporting Attributes

This tab (in the Attributes assignment block) allows you to de ne, display, and capture additional attributes for master
projects and related business objects. You can de ne reporting attributes for the master project header and its items
and also decide which reporting attributes are mandatory.

 Note
If mandatory, you must enter reporting attributes for all directly assigned business objects in the master project
structure. However, the system enforces mandatory reporting attributes for all indirect business objects if you enter
information for even one.

Integration
The master project is integrated with the following functions of the project workspace:

Teams and Roles

Within the master project team, you set up subteams and assign roles to members based on the different activities
within a master project. For more information, see Teams and Roles.

Alerts

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The alerts framework for SAP Commercial Project Management provides real-time alerts that affect key areas of a
business. This information is derived from the related business objects of a master project. For more information, see
Alerts Framework.

Status Management

The status management function allows stakeholders to periodically review the status of master projects and indicate
shifting trends and statuses. For more information, see Status Management.

Document Management

This feature allows project users to view documents attached to business objects in the master project structure. To
know more about attachments, see Documents and Attachments.

Master Project Structure

De nition
A hierarchical structure to represent the related business objects assigned to a master project.

Use
The master project structure is an inherent part of the master project and links diverse business objects to the master project.
This linking of business objects serves the following purposes:

Allows for customized views of objects depending on user roles in the master project

Facilitates focused execution of project activities by displaying information such as procurement or commercial
information

Becomes the source for planning and forecasting cost and revenue during master project execution

Structure
The master project structure consists of the following parts:

Business Objects and Object Attributes

The business objects that can be linked to a master project structure are set through Customizing for SAP Commercial
Project Management Workspace Master Project De ne Components for Master Project Structure . In this setting,
you de ne unique IDs to indicate the hierarchy of business objects.

You can also include other business objects including from non-SAP systems by implementing BAdI: Additional
Components for Master Project Structure.

You can view attributes for a business object by selecting it in the master project structure. Object attributes are
displayed in the Object Attributes tab based on the object attribute pro le assigned to the master project type in
Customizing under SAP Commercial Project Management Master Data Master Project Make Settings for
Master Projects .

You can create business objects using the Launchpad and enable the display of recently created business objects
(this function is enabled for Sales and Distribution (SD) orders, SD contracts, SD inquiries, and PS projects).

Flexible View of Objects

You can de ne alternate views of a master project structure by creating view IDs that contain different
combinations of business objects. This option allows users to switch between different structures to focus on

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objects that are most relevant to their tasks. For example, a person responsible for procurement may only wish to
see objects such as contracts and purchase orders rather than a WBS or network activities.

The following default object hierarchies are available for master project structures:

Include cProject Structure

Include CRM Opportunity

Show WBS Structure Below cProject Structure

Show WBS Structure Below SD Order Items

Include Networks and Activities

Include Network Activity Elements

Include Network Activity Material

Include Project De nition and WBS

Include SD Header and Items

Include SD Contract

Include SD Inquiry

Include SD Quote

Only WBS Billing Elements

Show Sales Order Items Below WBS

 Note
The root nodes of the master project structure originate from business objects that are directly assigned to
the master project.

Integration
Since the master project structure contains all the business objects of a master project, it is integrated with several other
functions.

Integration with teams and roles allows project managers to assign responsibility of business objects to team members

Integration with views for procurement and commercial information enable users to switch between master project
structure views to focus their attention on business objects that are most critical to their tasks.

Integration with the document and attachments function enables project users to view documents that are part of
business objects they are responsible for.

If the component Project Cost and Revenue Planning (CA-CPD-FP) is installed, the master project structure also
becomes the execution structure on which controllers and project planners prepare estimates regarding cost, revenue,
and pro t.

Master Project Workspace

Use

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The master project workspace is the central page from which users can navigate to different areas of a master project, such as
team structure, commercial and procurement information, billing plan manager, status and trend reporting, and so on. If
components such as Project Cost and Revenue Planning (CA-CPD-FP) and Project Issue and Change Management (CA-CPD-
PCM) are installed and implemented, users can also prepare cost and revenue plans and manage issues and change requests
that emerge during project execution.

Integration
The integration with the key performance indicator (KPI) and the alerts framework allows users to view the information
of KPIs and alerts for a master project through the quick view icons at the top left corner of the workspace. For more
information about alerts, see Alerts Framework.

Prerequisites
The layout of the project workspace depends on the Customizing settings and the authorizations for a given role.

In Customizing for SAP Commercial Project Management Master Data Master Project De ne Project Workspace
Views , you de ne the main pages of the project workspace. These main pages are created using Floor Plan Manager
(FPM) and contain UI building blocks (UIBBs) for different assignment blocks in the main page. This Customizing setting
also allows you to de ne the default workspace page.

The Customizing activity Set Up Authorization Groups allows the grouping of FPM main pages and UIBBs into role-based
pro les, which can later be used to implement user authorization.

Features
By default, Project Workspace provides the following areas for a master project (the areas available to a user depend on the
user’s role and authorization):

Overview

This page presents a snapshot of the project in terms of important business parameters. Using real-time
analytical information, SAP delivers the following reports in the overview page:

Work in Progress: shows the total monetary value of current work orders and the activities being executed.

Progress Analysis: shows the progress in terms of completion; this report is based on the Progress
Reporting function from Project System.

Project Cost Status: shows a detailed breakup of costs for each individual object in the master project
structure.

Project Cost and Revenue Analysis: shows the planned and actual data from SAP ERP.

WIP Header Reporting: shows the data of all valuation methods in Results Analysis.

For more information, see Embedded Analytics.

Authorized users can also maintain regular status updates and review comments for a master project. For more
information, see Status Management.

You can use Open Query to launch the Analysis Office workbook from any of the analytical reports.

The following Business Add-In (BAdI) allows you to launch prede ned workbooks for each analytical report:

SAP Commercial Project Management Master Data Business Add-Ins BAdI: Launch Analysis Office
Workbooks .

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Commercial View

This area consolidates functions that are closely linked to revenue-related activities and business objects in a
master project. For more information, see Commercial View.

The rate card application allows authorized business users to de ne rates for services, in alignment with market
trends. For more information, see Rate Card.

The aged debt report presents a consolidated view of outstanding payments that are due from customers or
clients over a period of time. You can view the report for monthly, bimonthly, or quarterly periods.

The billing plan manager application allows you to create scheduled billing events for billing types such as xed
billing events, resource-related billing, and planned billing events. For more information, see Billing Plan Manager.

The central billing cockpit allows responsible users to trigger the creation of consolidated debit memo requests
for selected billing events. For more information, see Creating Billing Requests.

Procurement View

This area provides a consolidated view of all procurement-related information from related business objects in
the master project structure. Users can view documents such as purchase orders, goods receipts, and invoices
for goods or services that they have procured, to execute a master project. For more information, see
Procurement View.

Team Overview

This area allows users to set up a team for executing the master project.

Here, users create subteams, add relevant roles to each team, and assign members to roles. Members can also
be assigned responsibilities for speci c business objects from the master project structure. For more information
about setting up a team, see Teams and Roles.

Financial Plans

This area allows authorized users to create nancial bids, prepare cost and revenue estimations and forecasts,
and monitor the nancial health of a master project. For more information about nancial plans, see Financial
Plan.

Issues and Changes

This area allows users to use the Project Issue and Change Management application to record, track, plan, and
monitor the progress of issues and change requests that are reported during project execution. For more
information, see Project Issue and Change Management.

Documents

This area facilitates the viewing of documents that are attached to the business objects in the master project
structure.

You can also use this area to attach documents that are relevant for the master project.

For more information, see Documents and Attachments.

Commercial View

Use
This page provides an overview of information about various business objects that relate to the commercial aspects of a master
project. You can view information about sales orders, sales contracts, and related billing plans, invoices, and debit momos. This
page also displays aged debt for a master project and a document ow for each sales document.

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Prerequisites
You have installed the SAP GUI release 7.20 (Patch 6). This SAPGUI release allows you to install JNet, which is required for the
Document Flow function of Commercial View.

Features
Information is displayed in separate sections, as follows:

Sales Orders

In this section, you can view the sales orders and sales contracts that are related to the master project.

You can select a sales document to view billing plans, invoices, and debit momos linked to the document, in their
respective sections.

You can directly navigate to the sales document by clicking the document number.

You can choose to hide or display the list of sales documents.

You can use the launchpad options to navigate to the following transactions or areas within the project
workspace:

Sales Order Sales Contract

Display Sales Order (transaction VA03) Display Contract (transaction VA43)

Change Sales Order (transaction VA02) Change Contract (transaction VA42)

Create Billing Document (transaction VF01) Lean Order Management

Lean Order Management Rate Card

Rate Card Billing Plan

Billing Plan Billing Plan Cockpit

Billing Plan Cockpit

Billing Plan

In this section, you can view the billing plans for selected sales documents, along with information such as the sales item, the
billing date, billing value, and the status of the billing plan.

Invoices / Debit Memos

In this section, you can view information about unpaid invoices and debit memos.

You can click the document number to view the debit memo or invoice.

You can use the launchpad options to navigate to the following transactions or areas within the project workspace:

Invoices Debit Memo Requests

Print Preview (transaction VF03) Print Preview (transaction VF03)

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Invoices Debit Memo Requests

Output from Billing (transaction VF31) Lean Order Management

Change Debit Memo (transaction VF02) Change Debit Memo Request (transaction VA02)

Display Debit Memo (transaction VF03) Display Debit Memo Request (transaction VA03)

Create Debit Memo (transaction VF01)

Sales Order Document Flow

This section displays the document ow for a selected sales document. If you choose multiple sales documents, the system
displays separate document ows.

You can also directly navigate to individual documents by clicking the respective document numbers.

Procurement View

Use
This page provides an overview of procurement information with reference to a structure element in the master project
structure. You can view information such as purchase history, purchase orders, open purchase requisitions, service entry sheets,
and invoices.

Features
The information is displayed in the following sections:

Purchase Orders

This section displays the list of purchase orders along with information such as the vendor, delivery date, quantity, and
net price.

You can also launch the following transactions:

Change Purchase Order (transaction ME22N)

Display Purchase Order (transaction ME23N)

Create Service Entry Sheet (transaction ML81N)

Goods Receipt (transaction MIGO)

Enter Incoming Invoice (transaction MIRO)

Release Purchase Order (transaction ME29N)

Display Downpayment Chain

Service Entry Sheets

This section displays service entry sheets that have are not released, not invoiced, and invoiced but not released. Service
entry sheets are only displayed for a selected purchase order.

You can view information such as the document number, the service quantity, and the net value.

You can also launch the following transactions:

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Change Entry Sheet (transaction ML81N)

Display Service Entry Sheet (transaction ML81N)

Purchase History

This section displays the purchase history for a selected purchase order.

You can view information such as the purchase order number, the corresponding document type for the purchase (such
as incoming invoice or goods receipt), posting date, quantity, and amount. For each purchase, the system displays the
corresponding amount in the document currency and in the local currency (the user’s personalized currency which can be
de ned in the Cross-Project View Options View Settings .

Open Purchase Requisitions

This section displays all open purchase requisitions for the selected structure element in the master project structure.

You can view information such as the accounting object or purchase order number, the purchase requisition number,
posting date, the vendor, delivery date, quantity, and net price.

You can also view the document by clicking the purchase requisition number.

Creating Master Projects

Prerequisites
You have de ned master project types and made the necessary prerequisite settings to de ne a master project type. To access
the Customizing activities related to setting up of master project types, see Customizing for SAP Commercial Project
Management Master Data Master Project Make Settings for Master Projects .

Procedure
1. In the detailed navigation pane of SAP NetWeaver Business Client, choose Create Master Project .

2. Select a master project type.

3. Enter the basic information such as the master project ID, description, customer number, start and end dates, and the
organization.

4. If you wish to restrict the master project from being available to all users, mark the master project as con dential.

5. Based on Customizing settings and the choice of reporting attributes for the master project, you must also enter
additional data in the Reporting Attributes tab. For information about de ning reporting attributes, see Customizing for
SAP Commercial Project Management Workspace Master Project De ning Reporting Attributes .

6. (Optional) When you create a master project, you can also search for and assign business objects that are a part of the
master project. For example, you may choose to add business objects such as PS project de nitions, CRM opportunities,
sales orders, sales quotations, and collaboration projects (cProjects).

a. Expand the Search Business Objects assignment block and search for the business objects that you want to
assign.

b. From the results list, select the required business objects and choose Assign.

 Note
While assigning business objects to a master project, you can choose to overwrite the master project ID with
the ID of a business object. However, use your discretion about the ID you choose as this is an irreversible, one-
time activity.

7. Depending on the settings for reporting attributes and if it is mandatory, enter the relevant information for each
assigned business object, in the Assigned Reporting Attributes tab in the Attributes assignment block.
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8. Save the master project.

Results
Besides creating the master project, the system also creates the master project structure and a default master project team.

To know more about master project teams and how to assign roles and members, see Teams and Roles.

Next Steps
Mass Creation, Update, and Deletion of Master Projects

Master Project Structure

Mass Creation, Update, and Deletion of Master Projects

You can use the function module /CPD/CUD_MULTIPLE_MP_SERVICE to create, update, or delete multiple master projects.
This includes the processing of header reporting attributes, contact details, related business objects with item reporting
attributes, statuses, and trends.

Alerts Framework

Use
In a commercial project environment, multiple projects are usually executed simultaneously. Therefore, it is critical that
business users such as account managers or program managers are able to get an overall view of the status of projects and
focus on the ones that need special attention. Often, this is determined by the status of important project parameters.

The alert framework in the project workspace provides a robust mechanism to inform users about real-time issues through
customized alerts.

Integration
Alert conditions are evaluated using Analytics, which help to perform complex calculations based on the related business
objects assigned to master projects.

Prerequisites
You have made the following settings in Customizing under SAP Commercial Project Management Master Data Master
Project :

De ned and activated the alerts that you want to receive, in De ne Alerts

Created separate active BAdI implementations for each alert. The BAdI de nition is available in SAP Commercial Project
Management Master Data Business Add-Ins BAdI: Master Project Alerts .

De ned global severities for alerts in De ne Severities

Con gured alert settings for master project types by setting up alert conditions for each alert and severity levels, in
Make Settings for Master Projects

Features

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Alerts for Master Projects

The following alerts are available:

Actual versus Planned Cost

This alert can be used to monitor the percentage variation between actual and planned cost.

Overdue Billing Events

This alert allows you to monitor the number of days that the creation of a debit memo request is overdue, since the
billing due date.

 Example
A billing plan has the billing date August 20, 2012. If the billing is not done by August 28, 2012, the system displays an
alert indicating that the billing is 8 days overdue.

Overdue Billing Requests

This alert allows you to monitor the number of days that the creation of invoices (from the open debit memos) is
overdue.

Outstanding Draft Bills

This alert indicates when the customer payment is due.

 Example
A debit memo request has the billing date August 20, 2012. If the billing is not done by August 28, 2012, the system
displays an alert indicating that the debit memo request is 8 days overdue for the invoice.

Overdue Customer Payments

This alert indicates the number of days that have elapsed from the due date in the invoice and since which date a
customer payment has not been received.

 Example
A debit memo request has the billing date August 20, 2012. If the billing is not done by August 28, 2012, the system
displays an alert indicating that the debit memo request is 8 days overdue for the invoice.

Duration of Overdue Goods Receipts

This alert displays the duration for which goods receipt creation has not been carried out from the delivery date of
purchase orders for business objects in the master project structure.

 Example
A purchase order (PO) is created with the delivery date as August 20, 2012. If the goods receipt is not created for the
PO by August 28, 2012, the system displays an alert indicating that the goods receipt is 8 days overdue.

Duration of Overdue Vendor Invoices

This alert indicates the number of days that have elapsed since the creation of a goods receipt for which the
corresponding vendor invoice is pending.

 Example
A goods receipt is created for a PO that has the delivery date August 20, 2012. If an invoice is not created for the
goods receipt by August 28, 2012, the system displays an alert indicating that the invoice is 8 days overdue.

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Outstanding Customer Payments

This alert displays the total amount of outstanding customer payments (for all the sales orders assigned to the master
project) against issued invoices.

Overdue Unapproved Service Entry Sheets

This alert displays the duration for which service entry sheets have remained unapproved.

 Example
A service entry sheet is created for a PO that has the delivery date August 20, 2012. If the service entry sheet is not
released by August 28, 2012, the system displays an alert indicating that the sheet is 8 days overdue.

Overdue Vendor Payments

This alert calculates the number of days that have elapsed since the due date for payment in the vendor invoice.

 Example
An invoice is created for a PO that has the delivery date August 20, 2012. If the payments are not cleared by August
28, 2012, the system displays an alert indicating that the vendor payment is 8 days overdue.

Work in Progress (WIP)

This alert calculates the total monetary value of activities that are currently being executed.

The integration with Project Issue and Change Request (CA-CPD-PCM) allows the display of the following alerts:

Number of Issues

This alert shows the number of new or in-process issues that have been logged for a master project.

Number of Change Requests

This alert shows the number of new or in-process change requests that have been created in a master project.

Default Alert Settings

In the Customizing activity Make Settings for Master Projects, you can specify whether the alert settings including the
conditions and severities are set as default for all users or can be personalized. You make this setting through the Enable Alert
Personalization checkbox.

Personalization of Alert Settings

In Cross-Project View, users can choose Options Alert Settings to personalize their alert settings by de ning alert
conditions and deciding the severity for each alert condition.

In Cross-Project View, users can also choose Options View Settings to choose a currency in which the system displays
alert conditions that are based on amounts.

Viewing Alerts

When alert conditions have been set up (either default conditions or personalized conditions), the system displays alerts
based on the results of the corresponding BAdI implementation and the alert condition values for each alert.

In Cross-Project View, alerts are displayed as quick view tooltips of the Alert icons.

In the project workspace, alerts are displayed for the master project that is currently being viewed, again as a quick view
tooltip in the top left-hand corner of the project workspace.

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You can directly navigate to speci c workspace views from the master project alerts displayed on the Cross-Project View
screen.

You can receive your master project alerts in an e-mail attachment.

You can also launch the Cross-Project View from this e-mail.

Documents and Attachments

Use
Project Workspace provides support for attaching documents to master projects and also viewing documents attached to the
related business objects.

The Attachments tab in the Master Project Detail page supports the uploading and the viewing of documents for master
projects.

The Documents view in Project Workspace provides support for users to view documents that are attached to business
objects in the master project structure.

Prerequisites
To allow the storage of attachments for master projects, you must create an attachment type schema and de ne the allowed
Multipurpose Internet Mail Extensions (MIME) types for documents. You can make this setting under Customizing for SAP
Commercial Project Management Master Data Master Project Maintain Attachment Type Schema .

Features
Attachments for Master Projects

Users can attach documents of the de ned MIME types for master projects by navigating to the Documents view in the
project workspace. These attachments are stored in the database and not in the Document Management System.

In the Documents view, you can display the attachments that you had uploaded to master projects from the detailed
view.

Documents for Business Objects in Master Project Structure

Users can view documents for all business objects of a master project or only for a speci c business object.

The list of documents is dependent on the master project structure view that the user chooses.

Users can navigate to the document management system and view documents attached to business objects.

Note that you can only view documents but not create new documents for business objects. To create new documents,
you must navigate to the Create Document screen (transaction CV01N).

Status Management

Use
Periodic reviews and the transparency of the project status are important aspects of project management. This function allows
users such as project managers and key stakeholders to record the status of a master project during its lifecycle.

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Prerequisites
In Customizing for SAP Commercial Project Management Master Data Master Project Make Settings for Status
Management , you have:

De ned status and trend indicators

Created project scope areas for which status updates can be maintained

Decided on one project scope to indicate the overall status of the project

Created a template to record status updates

In Customizing for SAP Commercial Project Management Master Data Master Project Make Settings for Master Projects ,
you have assigned status templates to master project types and speci ed a default review period.

Features
Review Periods

You can create a new review and decide the period for which you want to record status updates. The following periods
are available:

Weekly

Biweekly

Monthly

Quarterly

Half-yearly

Yearly

By default, the system proposes the period maintained in the Customizing activity Make Settings for Master Projects.
However, you can change this to a period of your choice.

Each new review period can be of a different period. For example, if your rst review is a monthly review, the next review
can be for a biweekly or quarterly period.

The most recent change to a review is also displayed in the Cross-Project View as the Last Reviewed date.

Review Status

You can use the following statuses:

In Process: Indicates that status updates can be entered for the status review period

Submitted: Indicates that no further status updates are allowed and the review for the period is closed for
editing. In this status, users can only view the status updates or print a consolidated log of status updates.

Deactivated: Indicates that a particular status in no longer valid and that the user can create a new status for the
same review period.

You can enable the team status using the Specify Parameters function.

You can generate, store, and e-mail status reports in the PDF format.

You can now view the team responsible in the Status and Trends screen.

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You can assign relevant issues or change requests in the status management application, to report critical issues and
changes in project status reporting. In the Status and Trends application, you can search for issues and change requests
that are relevant for the status reporting of a master project. You can then assign the issues and change requests to the
status report of the master project. From Issue and Change List, you can navigate to the issue or change request
application to view the details. You can also generate a PDF of the assigned issues and change requests.

Change Log

Each time a user updates the status of a project scope, the system creates a log of the changes and updates. The log stores
changes to status and trend indicators, descriptive comments, user details, and the time of the update.

Authorization

Use
An important element of any enterprise application is the concept of authorization which controls the functions that a user can
perform and the information that a user can access. Project Workspace (CA-CPD-WS) provides an authorization framework
that is regulated by a Business Add-In (BAdI) implementation which takes the following elements into consideration:

An authorization object with authorization elds

User roles created through Role Maintenance (transaction PFCG)

Authorization-speci c inputs from Customizing

Structure
The elements of the authorization framework are explained below:

Authorization Object

The default authorization object (Authorization Object for Project Workspace) consists of the following authorization elds:

Activity

Speci es the actions that a user can perform. The possible actions are Create or Generate, Change, Display, and Delete.

Master Project Type

Indicates the master project types for which a user is authorized to perform activities. To view the list of master project
types, see Customizing for SAP Commercial Project Management Master Data Master Project Make Settings for
Master Projects .

Master Project ID

Speci es the master projects, based on master project IDs, that a user can access.

Organization

Indicates the organization IDs for which a user can access master projects. To know the organization IDs, see
Customizing for SAP Commercial Project Management Master Data Master Project Make Settings for Organization .

Involvement in Master Project

Indicates whether users can access master projects if they are part of the master project team.

Subactivity for Master Project Authorization

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Indicates the functional areas of the master project on which a user can perform activities. To know the different
subactivities for authorization, see SAP Commercial Project Management Master Data Master Project De ne
Subactivities for Authorization .

Aspect ID

De nes an application area to which the users have access. For example, an employee in the controlling department may
be given access to Project Workspace and Commercial View.

Con dential Indicator for Master Project

Indicates whether a user can access master projects that are con dential. The con dentiality of a master project can be
set at the master project header.

User Roles

Creation of roles for SAP Commercial Project Management (CA-CPD) in Role Maintenance (transaction PFCG) also involves
the assignment of relevant authorization objects. By assigning different authorization objects to roles, system administrators
can create multiple roles with varying levels of authorization, to access the project workspace.

For example, you can use roles to separate the documents that employees in the procurement and project planning
departments can access and work with.

Inputs from Customizing

The following settings in Customizing for SAP Commercial Project Management Master Data Master Project operate as
inputs to authorization:

In Set Up User Interface Groups for Authorization, you use Aspect IDs to categorize and group technical elements of the
workspace.

In Map Roles and Authorization Groups, you assign user roles for the master project team to aspects of the project
workspace. This setting provides input about which parts of the application are available to users (when the
authorization speci es that the access to master projects is only available if they are involved in a master project team).

Subactivities de ne high-level application areas for which users have access. In De ne Subactivities for Authorization,
you list the high-level areas and this is later used as input for the subactivity eld of the authorization object.

Customer-Speci c Implementations

The authorization framework is designed to allow customer-speci c implementations. You can create your own implementation
of the authorization framework by creating your own implementation of BAdI: Master Project Authorization which is available
under Customizing for SAP Commercial Project Management Master Data Business Add-Ins .

Teams and Roles

Use
Every project is executed by a team of professionals who perform speci c roles and who are responsible for different aspects of
a project, for example billing, procurement, or nancial controlling. By de ning teams and roles, you are able to distribute tasks
to responsible people and effectively monitor master projects. Project planners can set up project teams and assign roles to
members. You can also make members responsible for business objects that are within the scope of their assigned roles.

Integration

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The ability to retrieve member information from business partner master data (transaction BP) and HR master data
(transaction PF01) are integral to the setting up of project teams.

Prerequisites
1. Project members exist in the system either as business partners or employees with HR master data. Employees with HR
master data may also be part of an organizational unit in the system.

2. You have made the following settings in Customizing under SAP Commercial Project Management Master Data Master
Project :

De ned role pro les, roles, and their attributes in the activity De ne Roles

Assigned a role pro le to a master project type in the activity Make Settings for Master Projects

Mapped business partner functions and roles in the activity De ne Business Partner and Role Mapping. This
mapping is required to import business partners from the business objects assigned to a master project.

Optional: You can create your own implementation of a Business Add-In (BAdI) to import members from other
sources, such as from non-SAP systems or business partners who are not directly assigned to a related business
object. To create a BAdI implementation, choose Customizing forSAP Commercial Project Management Master
Data Business Add-Ins BAdI: Project Member Retrieval .

Features
User-De ned Team Structure

In the Team Structure view, you create your own team structure and de ne the roles that each team performs. While
you can de ne your own team structure, roles are derived from Customizing.

Roles

Setting up of a project team also involves planning the functions of the project team. You use roles to de ne the tasks of
each team. Depending on the Customizing settings, a user role can have the following attributes:

Key role, an attribute that makes the role an important function within a team

Unique role, an attribute that makes the role unique to the whole master project

Single member role, an attribute that restricts the role assignment to only one member in the entire master
project setup

Member Search

For the master project team, you can assign members from one of the following categories of users:

Business partners in the Employee role

Business partners in the Customer role

Business partners in the Vendor role

Employees with master data in the Personnel Administration (PA) system

Employees assigned to organizational units

Information such as ID, contact number, e-mail address, portrait picture, quali cation, and so on is copied from the
employee or business partner master data.

Import Business Partners

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The Import Members button in the Team Structure view allows you to import partners (employees) from the following
business objects assigned to the master project:

PS Project De nition

WBS elements of a PS Project De nition

Sales Order (Header)

Sales Contract (Header)

. The imported members are assigned to a role based on the partner function and role settings de ned in the
Customizing activity De ne Role Pro les.

Additionally, you can import other business partners through your own implementation of BAdI: Project Member
Retrieval.

Master Project Hierarchy

You can view the master project hierarchy with the subordinate team structures.

You can assign roles, responsible teams, or persons to the master project structure.

You can view responsible persons when you choose a speci c subobject in the master project structure.

Copy Team Structure from Another Master Project

This function allows you to copy the team structure teams, roles, and members from a template master project.

By clicking Copy from Project in the Team Structure view, you can copy the team structure, roles, and members from
another master project. The system copies only those roles and members that are common to both the master projects.
The system makes this determination based on the role pro le of the master project type, as de ned in the Customizing
activities Make Settings for Master Projects and De ne Role Pro les.

Responsibility

If a project member is already assigned as responsible through the business object, the information is displayed
as part of the user information in the team structure. However, you can also make a member responsible for a
business object that is present in the master project structure.

You can assign responsible teams to subobjects in the master project structure.

E-mail

From the graphical representation of the team structure, you can send e-mails to the whole team of an individual by
choosing the corresponding icon.

Team Overview

When you have set up a team, you can also view a graphical representation of the team structure consisting of teams,
subteams, and team members. You can also do the following:

Expand and collapse the team structure to view subteams or members

View e-mail IDs and contact details of members

Send e-mails to a team, subteam, or member

Print the team structure

Use the Business Add-In (BAdI) /CPD/PWSSE_TM_SEARCH_VALUES to hide employee and organization
information in the team structure.

Status

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You can enable team status using the Specify Parameters function.

Assigning Roles and Teams to Members

Use
You form the master project team by assigning members to roles within a team. While members are assigned to speci c roles,
some members may also be responsible for certain operational aspects of a project. For example, a project manager may also
be responsible for project planning objects such as work breakdown structure elements (WBSEs) or billing objects such as sales
orders.

Prerequisites
The members of the master project team exist as business partners or employees with HR master data in the system.

You have created role pro les and roles, decided the partner function for each role, and assigned the application areas
that each role can access under Customizing for SAP Commercial Project Management Master Data Master Project :

De ne Role Pro les

Map Roles and Authorization Groups

Procedure

 Note

You must assign members to teams along with a de ned role.

In the Team Members page, you can add members to a master project team without assigning them to speci c
teams.

Creating Team Structures

1. On the Team Structure page, choose Add Subteam to create another team within the master project team.

2. In the dialog box, enter the name of the team you want to create.

3. Choose OK.

A new team is created in the team structure on the left pane.

Adding Roles

1. On the Team Structure page, choose Add Role to create a role within a team.

2. In the dialog box, select a role from the roles you have created in Customizing.

3. Choose OK to add the role to a team.

Assigning Members to Roles

1. In the right-hand pane, use the available search criteria to search for members by name.

2. In the Teams and Roles pane, select a role within the team structure.

3. From the search results list, select users.

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4. To assign members to the selected role and team, choose Add Members.

Assigning Responsibilities to Team Members

In the Team Structure page, do the following:

1. From the left-hand pane, select a role within a team.

The system displays the team members assigned to the selected role.

2. On the right-hand pane, select a team member from the list of members in the selected role.

3. Scroll down to the Responsibilities assignment block.

4. Choose the Display Master Project Structure button to choose the related business objects for the master project.

The system displays the master project structure and the hierarchy of business objects in the master project.

5. Select the business object for which you want to make a team member responsible and choose Assign.

Contact Person
You can provide a project contact at the level of the master project. This function allows you to search for and specify employees
or business partners (BPs) (type: employee, customer, and vendor) as contact persons for speci c master projects. In addition
to searching for partners, you can also create contacts on the y, using free-text entries on the Create Contact screen. The
reporting attribute framework allows you to add speci c elds such as role or other contact information. For more information,
see Customizing for SAP Commercial Project Management Master Data :

Master Project De ne Contact Pro les

Master Project Make Settings for Master Projects

Rate Card

Use
You can use the rate card to de ne and manage rates in SAP Commercial Project Management. The rate card integrates
pricing exibility into master projects by allowing project planners or cost estimators to set up a pricing model to align the
business execution with market trends related to the pricing models of services.

You can navigate to Rate Card from Commercial View of Project Workspace. The integration with Project Cost and Revenue
Planning also allows you to navigate to Rate Card from the nancial plan header screen.

Prerequisites
You have carried out the standard requirements and con gurations related to pricing, resource types, pricing conditions,
access sequences, and so on.

 Note
The access sequence must include the master project ID. This is necessary to create condition records with the Rate
Card Editor.

To make settings that are speci c to the rate card, you have de ned rate classes and pricing-related preferences in
Customizing by choosing SAP Commercial Project Management Master Data Rate Card Editor .

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Features
You can create rates for condition types that affect pricing in master projects.

You can update rates for a validity period. This rate is then used to calculate the price based on the pricing procedure
maintained for the corresponding condition type.

Rates per validity period are saved as new condition records, similar to the standard behavior of Maintain Condition
Records (transaction VK11).

Users can view the rates valid for a speci c date by choosing a calendar date. The system displays only the rate that is
applicable for the entered date.

Pricing procedures determine the effective rates, which can then be used in the billing plan manager to create billing
requests for further processing.

With the Copy From feature, you can copy rates and materials from other master projects of the same condition type.

With the Copy All feature, you can copy rates and materials from other master projects – for all condition types.

You can use the rates de ned in Project Workspace (CA-CPD-WS) in Project Cost and Revenue Planning (CA-CPD-FP).
You can navigate to the Rate Card Editor from the nancial plan header screen.

Project Risk Management

Use
You use Project Risk Management to address risks that occur or might occur in the area of project management. The risk
management application of SAP Commercial Project Management allows you to identify, analyze, and respond to risks across
the lifecycle of a project, contributing to the nal goal of achieving project objectives.

You create, edit, analyze, and review system entries of risks on the Risk Register screen.

Features
The risk management application of SAP Commercial Project Management provides the following features:

Project Risk Identi cation and Assessment

The Project Risk Management application allows you to create system entries for risks and opportunities that might
affect project objectives.

When you identify a risk or opportunity, you can create a system entry with relevant information like description,
category, subcategory, and project stage. You can also specify a status for the risk or opportunity, for example, New,
Active, Void, or Finished. You can also de ne custom statuses according to organizational needs.

During qualitative risk assessment, you can specify the probability of the occurrence of a risk or opportunity and the
impact of the risk. These values are used to calculate the risk score and risk level. You can also specify multiple impacts
that can occur on account of the risk. During the assessment of a risk, if you nd that a risk is actually an opportunity, you
can create a system entry for the opportunity and pass it on to relevant people for further follow-ups.

During quantitative risk assessment, you can specify the estimated cost impact in terms of nancial value, as well as the
estimated impact on the schedule in terms of delay in number of days.

Project Risk Response and Action Items

The Project Risk Management application allows you to provide a risk response that would mitigate the threats to the
project objectives.

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Typically, a risk review committee reviews a risk, speci es a response type, and nally assigns a response owner to the
risk.

As a response owner, you can specify a response status to indicate whether the response is on track or not. You can also
specify the mitigation cost, if any. If you need support from other team members, you can de ne action items and assign
them to individual members. You can also create issues or change requests for the mitigation of a risk.

You can assign references to a risk, such as objects from the master project structure or purchase orders.

You can attach documents and add notes to a risk action item. Notes are stored with user details and time stamps.

Project Risk Monitoring, Control, and Reporting

The Project Risk Management application allows you to monitor and control identi ed risks and opportunities that are
active.

 Note
Risks and opportunities that are void or nished, do not show in Risk / Opportunity Report in the Risk Management
view of Project Workspace.

The monitoring and reporting features provide information to all the relevant stakeholders of the project.

You can lter the type of risks or opportunity by clicking on a speci c region in the pie chart.

You can export the risk or opportunity summary to a spreadsheet.

You can search for and assign risks, from the risk register, to status reports (including the PDF output).

Risk Impact and Probability Matrix

You can use the Risk Matrix to analyze the details of the impact and probability of risks within a master project.

While creating and de ning a risk impact, you can de ne impact-speci c values. For example, you can indicate that when the
cost impact is greater than 5%, then the impact is considered as a high impact.

The matrix re ects the number of risks corresponding to a speci c impact and probability.

Billing Plan Manager

Use
Billing is an essential part of any commercial activity and is the basis on which organizations engage in commercial transactions.
The billing plan manager in Project Workspace (CA-CPD-WS) provides users with necessary functions to schedule billing events
(based on the nature of resource or agreement), create billing requests, and manage the commercial activity of a master
project centrally.

Prerequisites
You have made the following settings in Customizing for SAP Commercial Project Management under Master Data Master
Project :

De ned business object types that relate to Sales and Distribution (SD) (such as sales orders, contracts, purchase
orders, and so on) in Make Settings for Objects and De ne Object Links and Logical Systems

Integrated business object types for SD objects into the master project structure, in De ne Components for Master
Project Structure

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Assigned at least one master project structure view containing SD documents, to master project types, in Make
Settings for Master Projects

De ned reason codes for delta billing records in SAP Commercial Project Management Master Data Billing Plan
Manager De ne Reason Codes

De ned number range intervals for billing plans in SAP Commercial Project Management Master Data Billing Plan
Manager De ne Number Range Intervals for Billing Plans

Features
Scheduling Billing Events

When a master project has entered the execution phase, billing becomes a routine activity based on the type of resources
involved or billing agreements. The following types of billing events can be scheduled for a sales order:

Fixed plan billing events

In this type of event, users can create a billing schedule with a xed amount and for a speci c date.

Resource-related billing event

In this type of event, users can create a billing event for resources that are deployed at a project site.

Bill as planned events

In this type of event, users create a billing event for services that are provided. Typically, this scenario is valid for
professionals, consultants, or technicians who are deployed at a project site and whose activity is billed to the client.

Delta Records

Creation of delta records for a base billing event (to adjust changes in the amount or quantity that is being billed); for
example, to re ect cost changes. Note that the creation of delta records is possible only for xed plan billing and bill-as-
planned events.

Creation of delta billing events must be supported with a reason code.

Billing Plan Statuses

Prerequisites
For the dynamic item processor (DIP) pro le BILLPLAN, and the usage Billing and results analysis, you have marked the
CharactRelevant checkbox corresponding to Billing ID for Commercial Project Mgmt (in Customizing for Sales and
Distribution Sales Sales Documents Customer Service Service Quotation/Resource-Related Billing Pro les For Resource-
Related Billing/Quotation Creation ).

Features
The system sets the status of a billing plan as follows:

When the billing plan is created, the system sets the status of the billing plan as Open

When the debit memo request is created against the billing plan, the system sets the status of the billing plan as
Processed

When the debit memo request is invoiced, the system sets the status of the billing plan as Closed

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Creating Billing Plan Events

To create billing events ( xed plan, resource-related, or bill as planned) proceed as follows:

1. In Project Workspace, navigate to Commercial View.

2. Choose Billing Plan from the context menu of Commercial View.

3. In the dialog box, choose the sales order for which you want to schedule billing events.

The system displays a billing plan manager with an overview of scheduled billing events for the sales document.

4. Choose Manage Billing Events.

5. If there are multiple items in the sales documents, choose an item.

6. Choose the tab page corresponding to the billing event to be created.

7. To create a new billing event, choose New.

8. Enter the necessary information, and choose Save.

To create a delta record for a billing event, proceed as follows:

 Note
Note that delta record creation is possible only for xed plan billing and bill-as-planned events.

1. Select a base billing event and choose Add Delta.

2. In the dialog box, enter a positive or negative amount.

3. Select a reason for the delta entry.

4. Choose OK.

The system creates a new billing record with reference to the base record

To copy billing events, proceed as follows:

 Note
You can create new billing events by copying closed or processed billing events.

1. Select a billing event and choose Copy.

The system displays a dialog box for further input.

2. If you are creating a resource-related or xed plan billing event, enter the number of events and the frequency at which
the events must be repeated.

The system creates new billing events by using the source billing event with incremental billing due dates according to
the entered period.

3. If you are creating a bill-as-planned event, you can copy multiple records at a time. However, you must enter a period.

The billing due dates are incremented according to the period in the source record.

Creating Billing Requests

Use
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The Billing Plan Cockpit in Commercial View is the central place to create billing requests from scheduled billing events. The
Billing Plan Cockpit displays all scheduled billing events for a sales order.

Procedure
To create a billing request, do the following:

1. Select one or more billing events that have not been processed (status Open).

2. If you select billing events that have different billing due dates, the system creates a single billing request for all billing
events that lie between the billing due dates of the selected records.

3. Choose Create Debit Memo Request.

The system creates a consolidated debit memo request that can further be processed into an invoice for payment.

Milestone Checklist

Use
A milestone checklist consists of all the master project milestones that need to be completed, so that the master project can be
marked as complete. The milestone checklist allows you to:

Create checklist items (milestones) for the subobjects of a master project and lter them at the object level

Enforce control using system-de ned completion dates and statuses for checklist items (see Customizing for SAP
Commercial Project Management Master Data Milestone Checklist )

Provide target completion dates for checklist items; this is useful if you want to override the system-proposed
completion dates

Enter reasons for adjusting the checklist items, for example, changing of the target completion date on account of the
unavailability of systems

Mark milestones (represented by checklist items) as complete

 Note
The milestones in SAP Commercial Project Management must not be confused with the milestone (business object) of SAP
Project System.

Structure
The milestone checklist consists of:

Checklist Items

The milestones of a master project are represented by checklist items.

 Example

Internal Kick-Off (Checklist item 10)

Project Readiness (Checklist item 23)

Project Execution (Checklist item 37)

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Customer Survey (Checklist item 40)

Checklist Groups

Checklist groups allow you to group together milestones (checklist items) of a speci c area or a topic.

 Example

Planning Phase (Checklist group 1)

Internal Kick-Off (Checklist item 10)

Project Readiness (Checklist item 23)

Execution Phase (Checklist group 3)

Project Execution (Checklist item 37)

Customer Survey (Checklist item 40)

Con guring and Implementing Milestone Checklists

Use
You can make the con guration settings for milestone checklists in Customizing for SAP Commercial Project Management
under Master Data Milestone Checklist .

Features
The following con guration and implementation settings are available:

De ne Checklist Groups

You use this Customizing activity to create checklist groups to track your checklist items (milestones) efficiently. Checklist
groups allow you to group together checklist items (milestones) of a speci c area or a topic. You map checklist items
(milestones) to checklist groups using the Customizing activity Map Checklist Items, Groups, and Master Project Types. In
addition to these con gurations, you can link project structure objects like work breakdown structures (WBSs) or sales orders
to a checklist group by using the Business Add-In BAdI: Additional Con gurations in Milestone Checklists. This linking triggers
the automatic creation of checklist items (milestones) in the checklist group.

De ne Checklist Items (Milestones)

You use this Customizing activity to create checklist items (milestones) that can later be added to a checklist group. You can
map checklist items (milestones) to checklist groups and master project types using the Customizing activity Map Checklist
Items, Groups, and Master Project Types.

Make Settings to Determine Checklist Groups

You use this Customizing activity to make settings to determine checklist groups for master project objects based on factors
such as relevant elds or statuses. For a selected object type, you can specify values for the relevant elds and then map it to a
speci c checklist group.

Map Checklist Items, Groups, and Master Project Types

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You use this Customizing activity to map checklist items (milestones) with checklist groups for a speci c master project type.
You can specify conditions for offset dates (start dates and end dates) so that they can be used by the Business Add-In (BAdI)
BAdI: Additional Con gurations in Milestone Checklists to calculate system-proposed end dates. The system-proposed end
dates determine the values to be displayed in the Proposed End Date column of checklist items (milestones).

De ne Statuses of Checklist Items (Milestones)

You use this Customizing activity to de ne statuses for checklist items (milestones). For each status, you provide a status code,
status description, and a priority. You also specify the icon to be displayed on the UI. In the Status When Complete column, you
can mark the status to be displayed when a checklist item (milestone) is set to complete (this is done using the Complete
button on the UI). If multiple statuses have this marker, then the system displays the status that has highest priority. In the
Status When Reopened column, you can mark the status to be displayed when a checklist item (milestone) is reopened (this is
done using the Reopen button on the UI). If multiple statuses have this marker, then the system displays the status that has
highest priority.

De ne Conditions for Statuses

You use this Customizing activity to specify conditions for the statuses de ned by you. For more information, see De ne
Statuses of Milestones (Checklist Items). These conditions are used by the BAdI BAdI: Additional Con gurations in Milestone
Checklists to determine the statuses of individual checklist items (milestones). These statuses are displayed on the user
interface.

De ne Reason Codes

You use this Customizing activity to de ne reasons for exceptional conditions, for example, a red status light.

Create Automatic Checklist Items (Milestones)

You use this report to automatically create checklist items for one or more master projects. For more information, see
/CPD/MC_AUTOMATIC_CREATION.

BAdI: Additional Con gurations in Milestone Checklists

This BAdI is used in the SAP Commercial Project Management (CA-CPD) component. You can use this BAdI to:

Determine the checklist items (milestones) to be generated for the project objects of a speci c master project type.

Calculate the statuses and the proposed end dates of checklist items (milestones) based on the conditions speci ed by
you in the following Customizing activities:

De ne Conditions for Statuses

Map Checklist Items, Groups, and Master Project Types

BAdI: Determination of Table Fields for Search Help Use

You use this BAdI to determine the elds that are to be shown in the F4 help of the Field Name column in the Customizing
activity Make Settings to Determine Checklist Groups.

More Information
Customizing for SAP Commercial Project Management under Master Data Milestone Checklist

Working with Milestone Checklists

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Prerequisites
You have the required authorizations in PFCG and the access control concept of SAP Commercial Project Management.
For more information, see:

Authorizations: SAP Commercial Project Management

Authorizations for Milestone Checklists

The required Customizing settings have been made in Customizing for SAP Commercial Project Management Master
Data Milestone Checklist .

Features
Milestone checklists provide the following features:

Creating Checklist Items

You can create checklist items in the following ways:

Automatic creation using a report

You use the report /CPD/MC_AUTOMATIC_CREATION to automatically create checklist items for one or more master
projects. With this report, you can also adjust dates for one or more master projects speci ed by you.

 Example
To test and create automatic checklist items for the existing master project PROJ-001, you must:

1. Ensure that the prerequisite Customizing settings have been made in SAP Commercial Project Management:

Master Data Master Project

Master Data Milestone Checklist

2. Launch the report /CPD/MC_AUTOMATIC_CREATION.

3. Enter PROJ-001 in Master Project.

4. Ensure that the Create Checklist Items radio button is selected.

Optional: Mark the Overwrite checkbox to overwrite an existing checklist.

Optional: Mark the Update checkbox to update an existing checklist, without overwriting it.

5. Mark the Test Run checkbox.

6. Choose Execute to test the report.

7. Remove the check from Test Run and choose Execute to run the report and automatically create checklist
items for PROJ-001.

System-proposed creation from the UI

You can create system-proposed checklist items by choosing Add Checklists Proposed on the Milestone Checklist
screen. This option allows you to manually choose the checklist items speci ed in Customizing, based on the business
logic de ned in BAdI: Additional Con gurations in Milestone Checklists.

 Note

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While the automatic method of checklist item creation (using the report /CPD/MC_AUTOMATIC_CREATION) allows
you to generate all checklist items speci ed in Customizing, the system-proposed method allows you to select
relevant checklist items.

Manual creation from the UI

You can create manual checklist items by choosing Add Checklists Manual on the Milestone Checklist screen. This
option allows you to manually create checklist items speci ed in Customizing for a master project type.

Filtering of Items Based on Hierarchy

The default view displays all the checklist items (milestones) of the master project. When you choose a speci c work breakdown
structure element (WBSE), the system lters and displays the checklist items based on the WBSE ID.

Maintaining Dates

By default, the system displays the proposed and target completion dates based on the con gurations speci ed in BAdI:
Additional Con gurations in Milestone Checklists. If you have the requisite authorizations, you can change the proposed and
target completion dates of the checklist items.

Completing and Reopening Checklist Items

If you have the requisite authorizations, you can mark a checklist item as complete or reopen it, if required.

Deleting Checklist Items

If you have the requisite authorizations, you can delete checklist items from a selected object.

Authorizations for Milestone Checklists

Use
SAP Commercial Project Management provides authorizations using a combination of PFCG roles, access control, and Project
Workspace roles. For more information, see Authorizations: SAP Commercial Project Management.

Features
The following table indicates the authorizations required for working with typical functions in milestone checklists:

Functions PFCG Authorizations in Milestone Checklists

Create (01) Change (02) Display (03) Delete (06) Execute (16)

Display checklist x
items

Delete checklist x
items

Complete checklist x
items

Reopen checklist x
items

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Functions PFCG Authorizations in Milestone Checklists

Create (01) Change (02) Display (03) Delete (06) Execute (16)

Change proposed x
completion dates of
checklist items

Change target x
completion dates of
checklist items

Create system- x
proposed checklist
items

Create manual x
checklist items

Functions PFCG Authorizations in Master Projects

Create (01) Change (02) Display (03) Delete (06) Execute (16)

Create checklist items x

automatically, using the
/CPD/MC_AUTOMATIC_CREATION
report

Update checklist items x

automatically, using the
/CPD/MC_AUTOMATIC_CREATION
report

Overwrite checklist items x

automatically, using the
/CPD/MC_AUTOMATIC_CREATION
report

Functions Authorizations in the Access Control Framework of SAP Commercial Project Management

Create Change Display Delete Execute

Create milestone x (Create Milestone

checklists Checklist (031))
(Prerequisite: You
have the access
control authorization
Read Master
Project (003)

Change milestone x (Change

checklists Milestone Checklist
(Prerequisite: You (032))
have the access
control authorization
Read Master
Project (003)

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Functions Authorizations in the Access Control Framework of SAP Commercial Project Management

Create Change Display Delete Execute

Read milestone x (Read Milestone

checklists Checklist (033))
(Prerequisite: You
have the access
control authorization
Read Master
Project (003)

Archiving Milestone Checklists with /CPD/MC_H (Header) and

/CPD/MC_I (Item)

Use
You can use the archiving objects Milestone Checklist Header (/CPD/MC_H) and Milestone Checklist Items (/CPD/MC_I) to
archive the milestone checklist headers and milestone checklist items that are no longer needed. Archiving allows you to reduce
the load on your database.

Structure
Tables for Milestone Checklist Headers

The system archives data from the following tables for the milestone checklist header:

Table Description

/BOBF/D_ATF_DO Document node of attachment folder

/BOBF/D_ATF_RT Root nodes of attachment folder

/BOBF/D_TXCCON Text content

/BOBF/D_TXCROOT Root node of text collection

/BOBF/D_TXCTXT Text

/IAM/D_I_ATT Attachment

/IAM/D_I_DATE Date

/IAM/D_I_DESC Description node

/IAM/D_I_DESC_TX Language-dependent description text node

/IAM/D_I_OBJ_REF Issue reference node

/IAM/D_I_OREF_DT Language-dependent, reference, description text node

/IAM/D_I_PARTY Party node

/IAM/D_I_QTY Quantity

/IAM/D_I_ROOT Root node

Tables for Milestone Checklist Items

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The system archives data from the following tables for the milestone checklist item:

Table Description

/BOBF/D_ATF_DO Document node of attachment folder

/BOBF/D_ATF_RT Root nodes of attachment folder

/BOBF/D_TXCCON Text content

/BOBF/D_TXCROOT Root node of text collection

/BOBF/D_TXCTXT Text

/IAM/D_ACT_ROOT Root

/IAM/D_ACT_ATT Attachment

/IAM/D_ACT_DATE Date

/IAM/D_ACT_DESC Description

/IAM/D_ACT_DTXT Description text

/IAM/D_ACT_FOA Follow-up action

/IAM/D_ACT_FOA_P Follow-up action parameter

/IAM/D_ACT_OBJ_RF Object reference

/IAM/D_ACT_OREF_DT Language-dependent description texts

/IAM/D_ACT_PARTY Party

/IAM/D_ACT_QTY Activity quantity

Features
Programs

The following programs are available for /CPD/MC_H:

Preprocessing: /CPD/ARCH_MC_HEADER_PRE

This program checks if an object is ready for archiving by verifying the following conditions:

The adherence to the speci ed residence time

The availability of milestone checklist items for the object

If the object is ready, this program sets the status as Archiving in Process (02) in the database. After the preprocessing
program has run, the objects marked for archiving are no longer made available on the UI.

Writing: /CPD/ARCH_MC_HEADER_WRITE

This program checks if an object has the status Archiving in Process (02). If the status is 02, the program archives the
object to the archive le.

Deletion: /CPD/ARCH_MC_HEADER_DELETE

This program veri es archived les against the data in the database; and deletes all objects in the database that have
been successfully archived.

The following programs are available for /CPD/MC_I:

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Preprocessing: /CPD/ARCH_MC_ITEM_PRE

This program checks if an object is ready for archiving by verifying the adherence to the speci ed residence time. If the
object is ready, this program sets the status as Archiving in Process (02) in the database. After the preprocessing
program has run, the objects marked for archiving are no longer made available on the UI.

Writing: /CPD/ARCH_MC_ITEM_WRITE

This program checks if an object has the status Archiving in Process (02). If the status is 02, the program archives the
object to the archive le.

Deletion: /CPD/ARCH_MC_IEM_DELETE

This program veri es archived les against the data in the database; and deletes all objects in the database that have
been successfully archived.

More Information
To change the residence time, make settings in Customizing for Cross-Application Components under Processes and Tools for
Enterprise Applications Reusable Objects and Functions for BOPF Environment Archiving Adapter Maintain BO-Speci c
Residence Periods .

Information Lifecycle Management (ILM)

Use
Information Lifecycle Management (ILM) allows you to de ne rules for storing archived business data, set legal holds on stored
data, and destroy the data in adherence to legal requirements.

The following ILM objects are available for milestone checklist headers and items:

Milestone checklist headers: CPD_MC_H

Milestone checklist items: CPD_MC_I

These ILM objects allow you to model retention rules based on the following elds:

Condition Field:

APPLICATION

Time Reference Fields:

Last Changed On

 Note
The date of the last change of the milestone checklist headers and items is considered in the time reference eld.

 Caution
When you create retention rules for a milestone checklist item, ensure that the retention time speci ed does not exceed the
retention time speci ed for the parent (milestone checklist header).

You can use ILM Policies (transaction IRMPOL) to de ne policies and rules for ILM.

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 Example
You want to specify that the data of milestone checklists must be retained for a period of 2 years from the date when the
last change was made. You specify this as a rule by using the IRMPOL transaction.

Prerequisites
The prerequisites for Retention Management are:

You have activated the business function ILM

You have assigned the following objects to an audit area:

CPD_MC_H

CPD_MC_I

Generation of URLs
You can generate the URL of the current screen so that it can be included in an e-mail noti cation to be sent to speci ed
recipients. This feature is available in the following screens:

Master Project Details

Team Details

Status Management

Contact Person

Milestone Checklist

Workspace

Financial Plan

The e-mail recipients can directly navigate to the context of the screen by choosing the URL. Note that all authorization checks
for the user are considered before navigation.

Change Logging
Changes to master project headers, risks, checklists, and contact persons are logged and displayed.

The system logs changes to certain information in master projects. Each log contains information such as the elds that were
changed, the old and new values of the eld, the user who changed the information, the type of change, and the time and date
when the change was made.

You can now view change logs for the following:

Master project header

Contact person

Risk

Checklist activity

Integration of Master Project with SAP Cloud for Customer

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The integration of SAP Commercial Project Management with SAP Cloud for Customer, allows you to automatically create
master projects from opportunities in SAP Cloud for Customer. The opportunity description, customer detail, customer key
contact, and opportunity start date are automatically entered in the master project details. All relevant changes made to the
master project details or the opportunity details are synchronized and re ected in both the objects. With this integration, you
can also access the master project details screen from opportunities. Similarly, you can also access the SAP Cloud for
Customer opportunities from master projects.

Data Archiving
For information about archiving and Information Lifecycle Management (ILM) of master projects in Project Workspace, see:

Archiving Master Projects with /CPD/PWS_M

Information Lifecycle Management (ILM)

Business Partner End of Purpose (EoP) Check in Project

Workspace

Use
Project Workspace (CA-CPD-WS) provides an end of purpose (EoP) check to determine whether business partner data is still
relevant for business activities in the application or can be blocked.

Application Name Application Description Business Partner Type

CPM Commercial Project Management Employee, Customer, Vendor

For Project Workspace, the EoP check covers the following application objects:

Master project and teams

Risks

Action items

Checklist activities

Contact persons

Prerequisites
You have activated the business function ILM-Based Deletion of Business Partner Data (BUPA_ILM_BF).

Technical Details

ILM Objects

The EoP check evaluates retention policies and data for the following ILM objects:

CA_BUPA (Archiving Business Partners)

EoP Check Implementation

Project Workspace implements the following function modules for the EoP check of the business partner:
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/CPD/BUPA_EOP_CHECK

/CPD/PWS_WS_BUPA_EOP_CHECK

/CPD/PWS_WS_C_ACT_BUPA_EOP_CHK

The application returns the following time reference that represents the end of business date to the EoP check as Start of
Retention Time (SoRT). This means that the following applies:

For master projects, contact persons (assigned from business partner), and teams, it is the last changed on date or the
end date.

For risks, it is the response due date, or the last changed on date, or the created on date.

For action items, it is the response due date, or the last changed on date, or the created on date.

For checklist activities, it is the actual completion date, or the proposed completion date, or the target completion date,
or the last changed on date.

 Note
You can use the report /CPD/R_DPP_CONTACT_PERSON (Data Privacy and Protection for Contact Person) to delete
contact persons who are not business partners in the system.

The EoP check for Project Workspace calculates the end of residence time (representing the EoP) based on residence periods
maintained for ILM object CA_BUPA that is active for audit area BUPA_DP for the application name CPM.

 Note
After blocking a business partner, the application sets blocking indicators and displays blocked data with asterisks.

Handling of Archived Data

The application does not consider archived data.

See Also
For more information, see

https://help.sap.com/

SAP Library SAP ERP Cross-Application Functions Cross-Application Components:

SAP Information Lifecycle Management

Data Protection

SAP Note 2549149 and 2549222

Customizing for Cross-Application Components under Data Protection

Archiving Master Projects with /CPD/PWS_M

Use
You can use Archiving Object for Master Projects (/CPD/PWS_M) to archive master projects that are no longer needed.
Archiving allows you to reduce the load on your database.

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Structure
Tables

Table Description

/CPD/S_MP_HDR_K’ Master Project Header

/CPD/D_MP_HDR_S Master Project Header Short Text

/CPD/D_MP_ITEM Master Project Structure Elements

/CPD/D_MP_MEMBE Project Member

/CPD/D_MP_REP_AT Reporting Attribute Node

/CPD/D_MP_RESP Responsibility Node

/CPD/D_MP_STATUS Status Header

/CPD/D_MP_ST_ARV Table for Status Area Version

/CPD/D_MP_ST_HRA Status Header Area

/CPD/D_MP_ST_VHR Status Versions

/CPD/D_MP_TEAM Team

/CPD/D_MP_TEAM_M Team Member Subnode

/CPD/D_MP_TEAM_R Team Role Subnodes

Programs

The following programs are available for /CPD/PWS_M:

Preprocessing Program: /CPD/PWS_ARCH_MP_PRE

This program makes the following checks for master projects:

Whether the master project (CA-CPD) meets the residence period. The residence period check is rst made
against the End Date of the master project; if the end date is not available, then the program checks for the Last
Changed On date.

Whether the master project stage indicates completion and all related nancial plans, issues, and activities have
been archived.

If both these conditions are satis ed, the program sets the archiving status of the master project to Archiving in Process
(02).

 Note
After the preprocessing program has run, the objects marked for archiving are no longer made available on the UI.

Write Program: /CPD/PWS_ARCH_MP_WRITE

This program checks if an object has the status Archiving in Process (02). If the status is 02, the program archives the
object to the archive le.

Delete Program: /CPD/PWS_ARCH_MP_DELETE

This program veri es archived les against the data in the database, and deletes all objects in the database that have
been successfully archived.

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More Information
To change the residence time, you can make settings in Customizing for Cross-Application Components under Processes and
Tools for Enterprise Applications Reusable Objects and Functions for BOPF Environment Archiving Adapter Maintain BO-
Speci c Residence Periods .

Archiving Milestone Checklists with /CPD/MC_H (Header) and

/CPD/MC_I (Item)

Use
You can use the archiving objects Milestone Checklist Header (/CPD/MC_H) and Milestone Checklist Items (/CPD/MC_I) to
archive the milestone checklist headers and milestone checklist items that are no longer needed. Archiving allows you to reduce
the load on your database.

Structure
Tables for Milestone Checklist Headers

The system archives data from the following tables for the milestone checklist header:

Table Description

/BOBF/D_ATF_DO Document node of attachment folder

/BOBF/D_ATF_RT Root nodes of attachment folder

/BOBF/D_TXCCON Text content

/BOBF/D_TXCROOT Root node of text collection

/BOBF/D_TXCTXT Text

/IAM/D_I_ATT Attachment

/IAM/D_I_DATE Date

/IAM/D_I_DESC Description node

/IAM/D_I_DESC_TX Language-dependent description text node

/IAM/D_I_OBJ_REF Issue reference node

/IAM/D_I_OREF_DT Language-dependent, reference, description text node

/IAM/D_I_PARTY Party node

/IAM/D_I_QTY Quantity

/IAM/D_I_ROOT Root node

Tables for Milestone Checklist Items

The system archives data from the following tables for the milestone checklist item:

Table Description

/BOBF/D_ATF_DO Document node of attachment folder

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/BOBF/D_ATF_RT Root nodes of attachment folder

/BOBF/D_TXCCON Text content

/BOBF/D_TXCROOT Root node of text collection

/BOBF/D_TXCTXT Text

/IAM/D_ACT_ROOT Root

/IAM/D_ACT_ATT Attachment

/IAM/D_ACT_DATE Date

/IAM/D_ACT_DESC Description

/IAM/D_ACT_DTXT Description text

/IAM/D_ACT_FOA Follow-up action

/IAM/D_ACT_FOA_P Follow-up action parameter

/IAM/D_ACT_OBJ_RF Object reference

/IAM/D_ACT_OREF_DT Language-dependent description texts

/IAM/D_ACT_PARTY Party

/IAM/D_ACT_QTY Activity quantity

Features
Programs

The following programs are available for /CPD/MC_H:

Preprocessing: /CPD/ARCH_MC_HEADER_PRE

This program checks if an object is ready for archiving by verifying the following conditions:

The adherence to the speci ed residence time

The availability of milestone checklist items for the object

If the object is ready, this program sets the status as Archiving in Process (02) in the database. After the preprocessing
program has run, the objects marked for archiving are no longer made available on the UI.

Writing: /CPD/ARCH_MC_HEADER_WRITE

This program checks if an object has the status Archiving in Process (02). If the status is 02, the program archives the
object to the archive le.

Deletion: /CPD/ARCH_MC_HEADER_DELETE

This program veri es archived les against the data in the database; and deletes all objects in the database that have
been successfully archived.

The following programs are available for /CPD/MC_I:

Preprocessing: /CPD/ARCH_MC_ITEM_PRE

This program checks if an object is ready for archiving by verifying the adherence to the speci ed residence time. If the
object is ready, this program sets the status as Archiving in Process (02) in the database. After the preprocessing

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program has run, the objects marked for archiving are no longer made available on the UI.

Writing: /CPD/ARCH_MC_ITEM_WRITE

This program checks if an object has the status Archiving in Process (02). If the status is 02, the program archives the
object to the archive le.

Deletion: /CPD/ARCH_MC_IEM_DELETE

This program veri es archived les against the data in the database; and deletes all objects in the database that have
been successfully archived.

More Information
To change the residence time, make settings in Customizing for Cross-Application Components under Processes and Tools for
Enterprise Applications Reusable Objects and Functions for BOPF Environment Archiving Adapter Maintain BO-Speci c
Residence Periods .

Information Lifecycle Management (ILM)

Use
Information Lifecycle Management (ILM) allows you to de ne rules for storing archived business data, set legal holds on stored
data, and destroy the data in adherence to legal requirements.

The ILM object CPD_PWS_M is available for master projects and this ILM object allows you to model retention rules based on
the following elds:

Condition Fields

Archiving Status

Master Project Type

Organization

Time Reference Fields

End Date

You can use the transaction IRMPOL to de ne policies and rules for ILM.

Prerequisites
The prerequisites for Retention Management are:

You have activated the business function ILM

You have assigned the following objects to an audit area:

CPD_PWS_M

Project Cost and Revenue Planning

Use

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Product Project Cost and Revenue Planning

Release 2.8

Based On SAP enhancement pack 8 for SAP ERP

Documentation Published May 2018

The Business Context

Project Cost and Revenue Planning provides business service rms with a exible project-centric planning application to satisfy
the planning and forecasting of projects.

Project cost and revenue planning is a fundamental activity conducted in order to plan and monitor the delivery of projects to
the client and the customer. The actual planning process and the subsequent monitoring can vary greatly depending on the type
of business and the phase of the project. However, the following process is common across business scenarios:

Selection of business or delivery model (for example, xed price)

Type of planning (for example, budget, costs) that involves the identi cation of various resources (time and materials)
and other expenses required to deliver the project and planning for the associated revenue that can be realized or billed.

Planning aids (for example, planning templates)

Creation of additional planning information and planning assumptions

Calculations and planning functions

Monitoring of planned versus actual values

Forecasting and plan adjustments, where variations or versions of the project plans are created for re-forecasting or
estimate to completion processes. Typically, this is a routine activity during the project execution phase. Variations in the
planning approach can include whether the project is planned at the overall level or analyzed by period (for example,
monthly), and whether the project is planned by some form of breakdown.

The Solution

Planning is an inevitable and critical business activity. Project Cost and Revenue Planning provides an integrated application
that supports all aspects of project planning through:

A uni ed nancial planning application for all aspects such as resources, materials, expenses, and third-party planning

An environment for bids, proposals, estimates, and detailed baseline cost and revenue plans

Abilities for forecasting such as estimate to complete (ETC) or estimate at completion (EAC)

Integrated planning for change requests and supplements

Real-time monitoring and control

Process integration with SAP ERP master data (such as employee data, pricing, and currency conversion) and key
downstream processes (such as Controlling (CO) and resource management (SAP Multiresource Scheduling))

This application enables you to realize key business bene ts such as:

Better usability, transparency, and efficient planning process

Improved decision-making and better prediction

End-to-end structured estimating, nancial planning, and forecasting

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Visibility into project cost drivers, productivity, and pro tability

Implementation Considerations
You can install Project Cost and Revenue Planning as an SAP ERP add-on.

Integration
Project Cost and Revenue Planning (CA-CPD-FP) is integrated with the following systems:

Function Application Component

Cost and revenue planning for master projects and its Project Workspace (CA-CPD-WS)
subobjects

Updates to purchase requisitions Purchasing (MM-PUR)

Updates to sales orders Sales and Distribution (SD)

Updates to objects in Project System (PS) Project System (PS)

Updates to objects in Collaboration Projects Collaboration Projects (CPR-XRPM)

(cProjects)

Planning on the change requests created in Project Project Issue and Change Management (CA-CPD-PCM)
Issue and Change Management

Integration with material data Material Master (LO-MD-MM)

Integration with sales and distribution data Pricing and Conditions (SD-BF-PR)

Addition and referencing of documents Document Management System (DMS)

Updates to staffing information in SAP Multiresource SAP Multiresource Scheduling (MRS)

Scheduling

Integrated planning and analysis of business data SAP BusinessObjects Analysis, edition for Microsoft Office. To know the
supported versions, see SAP Note 1800539 .

Features
Project Cost and Revenue Planning (CA-CPD-FP) provides you with the following features:

Planning scenarios to support key project planning activities such as resource cost planning, material cost planning,
expense, and third-party planning

Harmonized input data and master-project-speci c planning assumptions through an interactive and iterative process

Planning functions to support automatic valuation, cost and revenue calculations, revaluations, forecasting, simulations,
and data transfer

Planning of various revenue types including xed and periodic revenue plans

Process integration with key downstream processes such as resource management, procurement, sales quotations, and
so on. For more information about possible integrations, see Integration.

A typical project lifecycle includes the following phases which are also relevant for project cost and revenue planning:

Bid and Proposal Estimation

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This phase usually involves planning the project in sufficient detail to support the creation of bids by providing a proposal
or quotation. High-level nancial plans are created for overall quantities and requirements such as labor, materials, and
expenses but perhaps not with as much detail such as speci c resources or with speci c sub-contract quotes.

Baseline Cost and Revenue Planning

This phase involves planning the project baseline after a bid has been successfully won. Project planners or project
managers create detailed plans to arrive at detailed cost and revenue plans, and also to facilitate subsequent execution
activities such as resource management, procurement, and scheduling.

Revisions and Supplements (Change Request)

Revisions and supplements are typically carried out using a similar process to the original proposal and baseline phases.
This allows for revision of nancial quotes or execution plans based on the additional or changed work.

Forecasting and Estimate to Completion

Forecasting is often an iterative activity to determine the progress of the project and determine the potential nal
outcome in terms of cost and nal revenue. The method of forecasting depends on the type of business (for example,
engineering and construction or professional services) and the type of project with a number of different manual and
automated approaches.

Project Monitoring and Control

Throughout project execution the project manager and the controller need to monitor the actual project results versus
the plan at the appropriate planning levels such as cost, revenue, or margin.

All through the planning process and the execution phase it is necessary in applicable scenarios to provide integration with the
follow-on execution activities, which could include:

Resource planning (for example, automatic resource request in resource planning tools, feedback of data)

Material planning

Purchasing (request for proposal (RFP), purchase order)

Time and expense worklists

Sales orders, billing plans

Sales pricing

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