Planning Dates for WBS Elements

Objectives

After completing this lesson, you will be able to:

  • Explain date planning for WBS elements
  • Check the project schedule

Date Planning for WBS

Planning Basic Dates in a Work Breakdown Structures (WBS)

James, who works as a project planner for Hybrid Machinery, and Linda who works as a project controller, discuss the usage of basic dates when creating costing or investment projects.

Planned dates for WBS elements are called basic dates. You can enter basic dates manually in tables or graphically in a Gantt chart.

Note
See the following video to follow their conversation:

WBS Basic Dates

You can use the following applications to enter basic dates:

  • Project Builder
  • Project Planning Board
  • Change WBS

You can enter or change basic dates manually and maintain them directly in detail screens. To reduce the time and effort involved in planning, a range of functions is available to support WBS date planning. Basic dates, for instance, can be extrapolated from lower to higher-level WBS elements, or passed on from higher-level to lower-level WBS elements. You can check the consistency of date planning within the WBS structure. However, unlike networks, you cannot schedule WBS elements.

In the execution phase, you can also enter actual dates in the Project Planning Board and compare them directly with the planned basic dates. In addition to basic dates and actual dates, you can maintain forecast dates for WBS elements.

To summarize: you can enter the following three sets of dates for WBS elements:

  • Basic dates
  • Forecast dates
  • Actual dates

How to Create an Investment Project

Checking the Project Schedule

The SAP UI5 Application Called Project Schedule

Besides the graphical planning board, SAP Project System (PS) offers an SAP UI5 app for checking project schedules. With this app, you can view the hierarchy of the project objects and monitor their time lines. The chart area of the screen allows you to display different sets of dates in a Gantt-chart representation, while displaying the project tree with detailed information in the table area.

This app offers the following key features:

  • Display of the project tree in the table view with a configurable set of attributes
  • Specification of the default hierarchy level to be exploded when opening a project
  • Choice and display of date information in the chart area, such as basic. actual and forecast dates
  • Display of relationships within networks or plant maintenance orders
  • A side panel with detailed information about the selected object
  • The option to apply custom coloring for shapes in the Gantt chart area (using the UI Theme Designer)
  • Navigation to relevant object pages and other applications
  • Saving the preferred configuration and reusing it

How to Use the Project Schedule App

Log in to track your progress & complete quizzes