Process Steps for Customer Project Management (J11)
| Process Step | Description |
|---|---|
| Create a New Customer Project | You can create the header-level information for a new customer project. |
| Copy a Project as Basis for New Project | You can make a copy of an existing customer project to create a new customer project. |
| Maintain Work Packages and Time-Based Planning | Once created, the project can be detailed with work packages and time-based planning information. |
| Maintain Work Package Staffing | Once the roles have been assigned to the work packages, the project team can be staffed to specific work packages. |
| Maintain Customer Project Billing | In this process step, the Customer Project Manager maintains the Project Billing information. |
| Project Staffing Analysis (optional) | This step is optional. In this step, the Project Manager can see all staffing demands across all of their projects. |
| Capture Service Units (optional) | In this optional step, the usage-based services are captured in a project as a base for billing. The possible use cases for this are as follows:
The calls and tickets might be related to a maintenance contract with a base amount of support services. Services exceeding the base amount are additionally billed to the customer. |
| Create Billing Document Request | To create a billing document request, please refer to Project Billing - Project-Based Services (4E9). |
| Review Customer Project | In this step, the customer project KPIs are analyzed. |
| Set Project Status (Completed) | In this step, the status of the customer project is set to Completed. |
| Close Customer Projects | In this step, the customer project is closed. The following Business Processes must run before this step:
|
| Reset Project Status to Completed (optional) | In this step, the status of the customer project is set to Completed again. |
| API for Commercial Projects (Create, Update) (Optional) | With this feature, you can now use new entities in the Commercial Project - Create, Update API to manage resource demands and supplies in work packages of customer and internal projects. |
