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/CPD/MPLIN - Make Settings for Commercial Projects

/CPD/MPLIN - Make Settings for Commercial Projects

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In this Customizing activity, you define the commercial project, a new object that is delivered by Commercial Project Management (CA-CPD). This Customizing activity enables you to define commercial project types according to the project setup within your organization. This setting is mandatory for the proper functioning of Project Workspace (CA-CPD-WS) and other components of Commercial Project Management such as Project Cost and Revenue Planning (CA-CPD-FP) and Project Issue and Change Management (CA-CPD-PCM).

You define commercial project types by:

  1. Creating a commercial project type and assigning settings that determine the object's behavior and functions. You define the following settings for the commercial project type:
  • Project ID - to define a naming convention for the commercial project IDs. You can either use a project coding key to enforce a fixed naming convention or leave the field empty to allow any user-defined ID.

  • Organization profile - to specify the organizations for which a commercial project type is applicable

  • Reporting attribute profile - to capture additional information specific to commercial project type

  • Stage profile - to specify the stage-wise transition of the commercial project type from initiation to completion

  • Role profile - to define the types of roles that are required in the commercial project team

  • View ID - to indicate the possible alternative views of objects in the commercial project type

  • Access control - to enable authorizations at the structure element level

  • Scaling factor - to enable the scaling of currencies (which run into multiple digits, for example billion or trillion) so that they can be displayed in the analytical reports

  • Status template and period - to assign a template for tracking commercial project status and a default review period

  • Alert personalization - to decide whether users can personalize alert settings for the commercial project type

  • Navigation to contacts - to allow navigation and further processing for all the contact persons in the specified commercial project type

  • Contact profile - to indicate a specific contact profile with the custom contact attributes for a specific commercial project type (see Define Contact Profiles)

  • Contact creation on the fly - to indicate whether you would like to create contacts on the fly for a specific commercial project type

  • Financial plan - to define whether a single financial plan or multiple financial plans must be used in the scenario where multiple project definitions are assigned to a commercial project

  • PoC threshold - to specify a threshold value and activate the percentage of completion threshold for financial plans of a selected commercial project type

  • Rate card - to assign a rate card profile to determine the pricing procedure, effective rate, and condition type for a commercial project

  • Risk profile - to define a custom risk profile for a selected commercial project type

  1. Assigning object links to define the business object types that can be assigned to the commercial project type. You can also decide the following:
  • Multiple - whether the commercial project type can contain multiple objects of a business object type

  • CopyObjID - whether the user can assign the ID of a business object type as the commercial project ID

  • Incl. Srch - whether users can search for a business object type for assignment to a commercial project

  1. Specifying object attributes that the system should retrieve and additional reporting attributes that the user can enter for an assigned business object type.
  2. Assigning relevant alerts and defining the conditional thresholds for different severity types.
  3. Defining issue or change request types for a specific commercial project type
  4. Defining settings to determine checklist groups
You use the Make Settings to Determine Checklist Groups view to make settings to determine checklist groups for commercial project objects based on factors such as relevant fields or statuses. For a selected object type, you can specify values for the relevant fields and then map it to a specific checklist group.
For example, to configure the system to create checklist items (from a specific checklist group (CG1)) for a specific object type (WBS) and plant (9764), you make the following settings:
  • Object type: WBS

  • Field name: WERKS

  • Field value: 9764

  • Group: CG1

  1. Mapping checklist items and groups
You use the Map Checklist Items and Groups view to map checklist items with checklist groups for a specific commercial project type.
You can specify conditions for offset dates (start dates and end dates) so that they can be used by the Business Add-In BAdI: Additional Configurations in Checklist Activities to calculate system-proposed completion dates. The system-proposed completion dates determine the values to be displayed in the Proposed Completion Date column of checklist items.
For example, to define the proposed completion date as 1 day after the start date, you would specify the following values:
  • Offset: 1

  • Add or Subtract: Add

  • OffsetDate: Start Date

And to define the proposed completion date as 3 days before the end date, you would specify the following values:
  • Offset: 3

  • Add or Subtract: Subtract

  • OffsetDate: End Date

Note that you use sort numbers to sequence the checklist items on the UI.
Example
A delivery manager, Michael Adams, is responsible for mapping the checklist items and checklist groups for two types of commercial projects (001-Insurance and 002-Loans) that are in the project set-up phase. He has already created the following entities individually in the system:
Checklist Groups
Documentation
System Set-Up
Staffing
Checklist Items
Software Requirement Specification
Software Design Description
System Configuration
System Landscape Definition
Request for Systems
Creation of Users
Internal Staffing
External Staffing
He now uses this view to map the checklist groups and checklist items to the two commercial project types:
001-Insurance
Documentation
Software Requirement Specification
Software Design Description
System Set-Up
System Landscape Definition
Request for Systems
System Configuration
Creation of Users
Staffing
Internal Staffing
External Staffing
002-Loans
Documentation
Software Requirement Specification
Software Design Description
System Set-Up
System Landscape Definition
Request for Systems
System Configuration
Creation of Users
Staffing
Internal Staffing
External Staffing
  1. Defining conditions for statuses
You use the Define Conditions for Statuses view to specify conditions for the statuses defined by you. For more information, see Define Statuses of Checklist Items. These conditions are used by the Business Add-In BAdI: Additional Configurations in Checklist Activities to determine the statuses of individual checklist items. These statuses are displayed on the user interface.
Example 1
To specify that the status of checklist items must be set as In Process, when the the proposed completion date exceeds the current date by 1 day, you make the following settings:
  • Status: S2 (assuming that you defined S2 as In Process in Define Statuses of Checklist Items)

  • Compare Current Date With: Proposed Completion Date

  • Offset/Offset Start: 1

  • Conditions with Respect to Current Date: Greater than

Example 2
To specify that the status of checklist items must be set as Blocker, when the the proposed completion date exceeds the current date between 3 to 10 days, you make the following settings:
  • Status: S4 (assuming that you defined S4 as Blocker in Define Statuses of Checklist Items)

  • Compare Current Date With: Proposed Completion Date

  • Offset/Offset Start: 3

  • Offset End: 10

  • Conditions with Respect to Current Date: Between ... and ...

You have made the following settings in Customizing under Commercial Project Management -> Master Data -> Commercial Project:

  • Made the necessary settings in the following activities
  • Define Custom Term

  • Make Settings for Stages

  • Make Settings for Objects

  • Define Object Links and Logical Systems

  • Make Settings for Object Attributes

  • Define Reporting Attributes

  • Make Settings for Organization

  • Define Components for Commercial Project Structure

  • Define Settings for Status Management

  • Define Contact Profiles

  • Define Role Profiles

  • Define Alerts

  • Define Severities

  • Defined project coding keys and the permitted special characters under Project System > Structures > Operative Structures > Work Breakdown Structure (WBS) > Project Coding Mask.

The standard delivery of Project Workspace (CA-CPD-WS) provides a default commercial project type with the following settings:

Field Value
Commercial Project Type 0001
Description Standard Commercial Project
Reporting Attribute Profile 0001 (Profile)
Organization Profile 00001 (Standard Org. Profile)
Role Profile 00001 (Standard Role Profile)
Stage Profile 0001 (Standard Stage Profile)
View ID 00001 (Standard View ID)
Project coding key
Status Template 0001 (Standard Template)
Status Period Monthly
Alert Personalization Enabled (Yes)
Object Link 0PD (Project Definition)

Object Link

Object Link






Addresses (Business Address Services)   Fill RESBD Structure from EBP Component Structure  
This documentation is copyright by SAP AG.

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