Applying Documents, Milestones, and Mass Change

Objectives

After completing this lesson, you will be able to:
  • Create texts and documents in SAP S/4HANA project systems
  • Create milestones
  • Apply mass changes

Short and Long Texts

The easiest way to name WBS elements, network activities, or other objects is to assign a short description to them (in other words, a short text). For example, the forklift project has the key F-100## and the short text Custom Forklift. Depending on the system configuration, these short texts can also be defined in different languages. This means that users who log on in English will see the English short text, while their German colleagues will see the German short text.

If a short text of 40 characters is insufficient, you can also enter a more comprehensive text. This text can be of any length. To maintain this text, choose (Text) beside the short text. Short and long texts are object-specific (that is, short and long texts cannot be linked to another object). For example, the long text of the WBS element A cannot be linked to the WBS element B.

How to Use Multi-Language Support

Texts and Documents

An example of a project with PS texts, documents, and milestones is shown.
  1. Documents
  2. Short text and long text
  3. PS texts
  4. Milestones

PS texts are user-definable, useful for repeated usage, and managed in a PS text catalog. The texts are grouped according to the text type and can be created in several different languages. You can create PS texts in the SAPscript format or by using Microsoft Word, Microsoft PowerPoint, or Microsoft Excel. The files in question are stored in the SAP database. You can assign PS texts to one or more WBS elements or activities. You can assign PS texts in most transactions for maintenance of projects. For example, in the Project Builder, you can navigate to a WBS element and select the PS Text Overview button.

In the document management system, you can assign multiple original (external) documents that are in various formats, such as XLS, DOC, PPT, BMP, TIF, CAD, and so on, to a document info record (SAP internal). You can use the SAP document management system in the SAP PS to assign document info records to WBS elements and activities. In the SAP PS, you can display the document info records and the corresponding original documents.

You can assign documents in most transactions for the maintenance of projects. In the Project Builder, navigate to the WBS element and choose the Document Overview button.

Note

To use Microsoft Excel and PowerPoint formats for PS texts, you have to execute the CN_MIGRATION_PSTX_SOI program first. See SAP Note 578106 for more information.

Create Texts and Documents

Milestones

James and Linda Discuss the Usage of Milestones in Projects

James is a project planner at Hybrid Machinery. Linda works there as a controller. They are discussing milestones in project elements.

Note

This is their conversation:

Assignment of Milestones to Project Elements

You can assign milestones to activities and WBS elements, and, thereby, document events that are particularly important in a project. Milestones can be used in many ways. For example, they can be used for milestone billing in Sales and Distribution (SD) to start workflow tasks, or to release activities that are yet to be carried out. They can be used purely for information purposes or for analysis in various reports.

Milestones in networks: sales document date, milestone functions, progress analysis, milestone trend analysis, information purposes, any combination of the ones mentioned just before.

You can assign milestones in most transactions for the maintenance of projects. For example, in the Project Builder, you navigate to the WBS element and choose the Milestone Overview button.

Create Milestones

Mass Change

The mass change functionality can be used to change project definitions, WBS elements, milestones, and statuses.

You can use the mass change transaction to make cross-project changes to the master data fields of project definitions, WBS elements, networks, activities, milestones, and relationships. The same authorization objects used for individual changes are used for mass changes.

You can use formula values for numeric fields instead of field values or fixed values. For example, in the selected activities, you can double the values in the Work field or replace them with a different calculated value, without having to make the changes for the individual activities manually. You can test the extent of your changes before you actually make a mass change.

If you make a mass change, this could mean that a large number of objects are changed simultaneously. In many cases, you cannot undo the changes. For this reason, always be particularly careful when you use this transaction. You can use the CNMASS mass change transaction directly. Alternatively, you can start a mass change from the Project Builder, the Project Planning Board, or the structure overview. In addition to the master data, you can also change the status values for several projects using the CNMASSSTATUS mass change transaction. The transaction supports the change of system status values as well as the change of user status values.

The restrictions are the same as for the master data mass maintenance, that is, you cannot undo the changes made. However, you are able to do a test run before the productive run. Note also that a status change might trigger other activities like the generation of purchase requirements or reservations.

Apply Mass Changes

Log in to track your progress & complete quizzes