Objective
After completing this lesson, you will be able to understand the available configuration for customer projects.
Summary of the Applicable Configuration
Application Area: Professional Services / Sub Application Area: Project Management
| SSCUI ID | Name | Description |
|---|
| 102641 | Define Work Items and Groups | Create custom-defined work items |
| 101306 | Define Expenses | Define custom team, expenses, additional resources and services, including their associated plan and actual cost elements |
| 103299 | Map Resources to Resource Types | Assign resources to resource types 0ACT, 0ADL, 0EXP, 0RSV |
| 103448 | Define Role Types | Personalize project key roles and partner functions |
| 103584 | Maintain Settings for Planning | Set how project staffing is performed: Using direct employee allocation to project roles (scope item J11) or integrate with SAP Project and Resource Management (scope item 6JO) |
| 106416 | Settings for Professional Services Projects | This option is not available any longer. Only the advanced strategy is supported. |
Define Work Items and Groups
Work items are used to specify the type of activity that is to be performed by project roles or "additional resources" in work packages.
The first step is to define work items by an ID and a description. Work item groups are created next, and finally, work items are assigned to the item groups.
Define Expenses
Expenses are one of the resources that can be defined when planning project work packages. In this configuration, the supported types of expenses are defined.
Each expense type can support both cost and revenue or only cost. Specify this in the table "Map Expenses with Key Figures" for each defined expense.
Finally, assign a G/L account to each possible combination of expense and key figure (COST and REVENUE).
Map Resources to Resource Types
Resource types are the categories of costs and revenues that can be planned in a customer project. These are predefined in the system as:
- Team: roles planned by hours in the project
- Expenses: Travel or other expenses
- Additional Resources: For example, materials or equipment
- Services: Service units used in the Service Based work packages
Resources specify the various available options for these groups. For example, "Junior Consultant" is assigned to the "Team" resource type.
Resources of types "Team", "Additional Resources" and "Services" need to be created first as activity types (application "Manage Activity Type") to be available for selection in this configuration. Only activity types relevant for cost center category C (Professional Service) are selectable.
Resources of type "Expense" need to be created in the configuration item "Define Expenses" explained before in this lesson.
Define Role Types
These are the roles available at the project definition. Define the governance of the project. Different roles can be specified for the customer and internal projects.
The example in the image shows project role type "Project Controller" is made available in both customer and internal projects.
Maintain Settings for Planning
This is a simple configuration that determines whether project staffing is done in SAP Project and Resource Management.
How to Manage Customer Projects
Learn how to complete the key steps of the end-to-end process for project services in the following simulations:
