PLM230 - SAP

PLM230 SAP Project System — Controlling

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. COURSE OUTLINE

. Course Version: 15 Course Duration: 5 Day(s)

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Typographic Conventions American English is the standard used in this handbook. The following typographic conventions are also used.

This information is displayed in the instructor’s presentation

Demonstration

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Contents ix

Course Overview

1

Unit 1:

1 1 3

Lesson: Creating Project Structures Lesson: Creating a Logistics Project Unit 2:

3 3 3 3 3 4

Unit 3:

5 5 5 7

Unit 4:

11 11 11

Budgeting Lesson: Performing Budgeting Functions Lesson: Configuring Budgeting Functions

Unit 5:

9 9 9 9 11

Planned Revenues Lesson: Performing Revenue Planning Lesson: Assigning Accounts for Sales Documents Lesson: Performing Sales Pricing and Creating a Sales Order

7 7 9

Planned Costs Lesson: Performing Direct Cost Planning Using WBS Elements Lesson: Performing Easy Cost Planning Lesson: Performing Cost Planning of Dependent Objects Lesson: Performing Cost Planning in Networks Lesson: Performing Cost Planning of Internal Activities Lesson: Performing Cost Planning of External Activities and Costing Activities Lesson: Performing Configuration Settings for Cost Planning Lesson: Performing Overhead Calculations Lesson: Performing Activity-Based Costing (ABC) Lesson: Performing Portfolio and Project Management (PPM) Integration

4 4 4 4

5

Project Overview

Materials Lesson: Assigning Material Components to a Project Lesson: Processing Material Requirements Lesson: Performing the Purchasing Process Lesson: Performing Production Processing for an Assembly

Unit 6:

Actual Costs Lesson: Executing a Project Lesson: Executing Projects Using Activity Confirmation and the Cross Application Time Sheet (CATS) Lesson: Performing Internal Activities


vii

13

Actual Revenue

13 13

Lesson: Describing Billing Methods and Controls Lesson: Performing Milestone Billing with Down Payments

13

Lesson: Performing Resource-Related Billing

15

Unit 8:

Period-End Closing

15 15 15

Lesson: Generating Settlement Rules Lesson: Performing Procedures for Period-End Costing Lesson: Updating a Cost Forecast

15

Lesson: Using the Progress Analysis Workbench to Monitor and Evaluate the Project Schedule Lesson: Performing Results Analysis Lesson: Executing a Settlement

15 16

viii

Unit 7:


Course Overview

TARGET AUDIENCE This course is intended for the following audiences: ●

Application Consultant

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Business Analyst

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Business Process Owner/Team Lead/Power User

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Program/Project Manager


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x


UNIT 1

Project Overview

Lesson 1: Creating Project Structures Lesson Objectives

After completing this lesson, you will be able to: ●

Describe project accounting

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Create a cost project

Lesson 2: Creating a Logistics Project Lesson Objectives

After completing this lesson, you will be able to:

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Create a logistics project using Project Builder


1

Unit 1: Project Overview

2


UNIT 2

Planned Costs

Lesson 1: Performing Direct Cost Planning Using WBS Elements Lesson Objectives


Perform cost planning

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Perform extended cost planning with a flexible UI

Lesson 2: Performing Easy Cost Planning Lesson Objectives


Perform Easy Cost Planning

Lesson 3: Performing Cost Planning of Dependent Objects Lesson Objectives


Plan statistical key figures

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Create a project with assigned orders

Lesson 4: Performing Cost Planning in Networks Lesson Objectives


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Perform cost planning in networks

Lesson 5: Performing Cost Planning of Internal Activities Lesson Objectives


Perform cost planning of internal activities


3

Unit 2: Planned Costs

Lesson 6: Performing Cost Planning of External Activities and Costing Activities Lesson Objectives


Perform cost planning of external activities

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Perform cost planning of costing activities

Lesson 7: Performing Configuration Settings for Cost Planning Lesson Objectives


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Configure versions in controlling and set up alternative versions

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Display planning profiles

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Display tables relevant for network costing

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Perform Easy Cost Planning for network activities

Lesson 8: Performing Overhead Calculations Lesson Objectives


Use a costing sheet in overhead calculation

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Perform overhead planning

Lesson 9: Performing Activity-Based Costing (ABC) Lesson Objectives


Perform Activity-Based Costing (ABC)

Lesson 10: Performing Portfolio and Project Management (PPM) Integration Lesson Objectives


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4

Perform PPM integration


UNIT 3

Planned Revenues

Lesson 1: Performing Revenue Planning Lesson Objectives


Perform revenue planning

Lesson 2: Assigning Accounts for Sales Documents Lesson Objectives


●

Create sales documents

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Assign sales documents

Lesson 3: Performing Sales Pricing and Creating a Sales Order Lesson Objectives


●

Perform sales pricing

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Create a sales order


5

Unit 3: Planned Revenues

6


UNIT 4

Budgeting

Lesson 1: Performing Budgeting Functions Lesson Objectives


●

Perform budgeting functions

Lesson 2: Configuring Budgeting Functions Lesson Objectives


●

Perform availability control

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Perform customizing settings for budgeting


7

Unit 4: Budgeting

8


UNIT 5

Materials

Lesson 1: Assigning Material Components to a Project Lesson Objectives


Assign material components to a project

Lesson 2: Processing Material Requirements Lesson Objectives


Process material requirements

Lesson 3: Performing the Purchasing Process Lesson Objectives


Perform the purchasing process

Lesson 4: Performing Production Processing for an Assembly Lesson Objectives


●

Perform production processing for an assembly


9

Unit 5: Materials

10


UNIT 6

Actual Costs

Lesson 1: Executing a Project Lesson Objectives


Execute a project

Lesson 2: Executing Projects Using Activity Confirmation and the Cross Application Time Sheet (CATS) Lesson Objectives


Confirm activities in the information system

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Use the Cross-Application Time Sheet (CATS)

Lesson 3: Performing Internal Activities Lesson Objectives


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Use execution services and internal activity allocation

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Post and repost internal activities


11

Unit 6: Actual Costs

12


UNIT 7

Actual Revenue

Lesson 1: Describing Billing Methods and Controls Lesson Objectives


●

Describe billing methods and controls

Lesson 2: Performing Milestone Billing with Down Payments Lesson Objectives


Perform milestone billing with down payments

Lesson 3: Performing Resource-Related Billing Lesson Objectives


Perform resource-related billing


13

Unit 7: Actual Revenue

14


UNIT 8

Period-End Closing

Lesson 1: Generating Settlement Rules Lesson Objectives


Generate settlement rules

Lesson 2: Performing Procedures for Period-End Costing Lesson Objectives


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Perform overhead costing

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Perform ABC for period-end closing

Lesson 3: Updating a Cost Forecast Lesson Objectives


Create a cost forecast version

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Create a cost forecast

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Update a cost forecast

Lesson 4: Using the Progress Analysis Workbench to Monitor and Evaluate the Project Schedule Lesson Objectives


Perform progress analysis

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Configure progress analysis

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Use the progress analysis workbench to monitor and evaluate the project schedule

Lesson 5: Performing Results Analysis


15

Unit 8: Period-End Closing

Lesson Objectives


Perform a revenue-proportional results analysis

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Perform a cost-proportional results analysis

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Use resource-related billing for cost of sales

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Perform results analysis

Lesson 6: Executing a Settlement Lesson Objectives


16

Execute a settlement


PLM230 - SAP

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