CO - CJ01 - JPN - Create Work Breakdown Structures - Part 1 of 2

Work Instruction
CJ01 - JPN - Create Work Breakdown Structures - Part 1 of 2
Purpose Work Breakdown Structures is a basic master data in Project system. After the Work Breakdown Structures is created, you will have to assign Program position into WBS. Trigger Perform this transaction when you need to create work breakdown structures. Menu Path Use the following SAP Easy Access menu path(s) to begin this transaction: Accounting > Project System > project > Special Maintenance Functions > Work breakdown Structure > CJ01 - Create
Transaction Code CJ01
Thursday, July 16, 2009
CO_CJ01_JPN_Create Work Breakdown Structures_Part 1 of 2.udc
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Screen Flow
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Procedure 1. In SAP, start the transaction using the menu path or transaction code. Due to the length of the process for this transaction, this simulation has been split into two parts. This is Part 1 of the simulation for CJ01 Create Work Breakdown Structure. SAP Easy Access
2. Double-click the Accounting node
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3. Double-click the Project System node 4. Double-click the Project node .
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5. Double-click the Special Maintenance Functions node . 6. Double-click the Work Breakdown Structure (WBS) node . 7. Double-click the CJ01 - Create node Create Project: Initial Screen .
8. Click the Project Profile dropdown list
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9. Click the Z000002 UL CAPEX projects list item . 10 As required, complete/review the following fields: .
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A R/O/C framewor k for a business undertaki ng with a fixed goal to achieve with given resources .The project definition contains dates and organizati onal informatio n that are binding for the entire project. Field Example: I-Sk-08005 R Project Def.
Description
11 Click the Enter button .
Create Project: Project Definition
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12 Click the Project Def. edit field .
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13 As required, complete/review the following fields: . A R/O/C framewor k for a business undertaki ng with a fixed goal to achieve with given resources .The project definition contains dates and organizati onal informatio n that are binding for the entire project. Field Example: Capex Skin Project 005 R Project Def.
Thursday, July 16, 2009 CO_CJ01_JPN_Create Work Breakdown Structures_Part 1 of 2.udc 10/58
Description
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14 Click the Person Respons. edit field .
. .
15 Click the Person Respons. possible entry button .
Number of the responsible person (project manager) (1) 7 Entries found
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16 Double-click the00000001 Project Engineer line item . . Create Project: Project Definition
17 Click the Start date edit field .
18 As required, complete/review the following fields: .
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The R/O/C starting date for the cycle or the date that determine s the beginning of a period of time. Field Example: 01.08.2008 R Start date
Description
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19 Click the Finish date edit field .
20 As required, complete/review the following fields: . Planned finish date for the project. Field Example: 31.07.2009 R Finish date 21 Click the CO area edit field . . R/O/C Description
22 As required, complete/review the following fields: . Organizati R/O/C onal unit within a company, used to represent a closed system for cost accountin g purposes. A Description
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controllin g area may include single or multiple company codes that may use different currencies . These company codes must use the same operative chart of accounts. All internal allocation s refer exclusivel y to objects in the same controllin g area. Field Example: ID01 R
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CO area 23 Click the Company code edit field . .
24 As required, complete/review the following fields: . An R/O/C organizati onal unit used to provide a selfcontained set of accounts. Legally required balance sheets and Profit and Loss statement s are generated at the Company Code level. Several Company Codes can be set up within each Client to Description
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manage the accounts. Field Example: 2408 R Company code 25 Click the Plant edit field . .
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26 As required, complete/review the following fields: . A plant is R/O/C an organizati onal unit for dividing an enterprise according to productio n, procurem ent, maintena nce, and materials planning. It is a place where materials are produced, or goods and services are provided. Field Example:
Description
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9003 R Plant 27 Click the WBS element overview button . Create Project: WBS Element Overview .
28 Click the Level edit field .
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29 As required, complete/review the following fields: . A level on R/O/C which a WBS element is assigned in a work breakdow n structure. Field Example: 1 R Level 30 Click the WBS element edit field . 31 As required, complete/review the following fields: . A R/O/C structural element in a work breakdow n structure representi ng the hierarchic Description . Description
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al organizati on of a project.A WBS element describes a task or a partial task that can be divided. Field Example: I-SK-08005 R WBS element 32 Click the Description edit field . 33 As required, complete/review the following fields: . Text to R/O/C identify and characteri ze an object or activity. Field Example: WBS Level 1
Description
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Skin R Description 34 Click the Typ edit field . . .
35 Click the Typ possible entry button .
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Project type (1) 2 Entries found
36 Double-click the 01 CAPEX line item .
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Create Project: WBS Element Overview
37 Click the Level edit field .
38 As required, complete/review the following fields: . A level on R/O/C which a WBS Description
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element is assigned in a work breakdow n structure. Field Example: 2 R Level 39 Click the WBS element edit field . .
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40 As required, complete/review the following fields: . A R/O/C structural element in a work breakdow n structure representi ng the hierarchic al organizati on of a project.A WBS element describes a task or a partial task that can be divided. Field Example: I-SK-08005C R WBS element 41 Click the Description edit field . . Description
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42 As required, complete/review the following fields: . Text to R/O/C identify and characteri ze an object or activity. Field Example: WBS Level 2 Capital R Description 43 Click the Typ edit field . . Description
44 As required, complete/review the following fields: . A key that R/O/C identifies which group of document s this document will be assigned. Document s of the same type Description
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contain common informatio n which is relevant to posting and update of the value fields in the data base. Field Example: 01 R Typ 45 Click the Level edit field . .
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A level on R/O/C which a WBS element is assigned in a work breakdow n structure. Field Example: 3 R Level
Description
47 Click the WBS element edit field . 48 As required, complete/review the following fields: . A R/O/C structural element in a work breakdow n structure representi ng the hierarchic al organizati on of a
Description
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project.A WBS element describes a task or a partial task that can be divided. Field Example: I-SK-08005C-BD R WBS element 49 Click the Description edit field . 50 As required, complete/review the following fields: . Text to R/O/C identify and characteri ze an object or activity. Field Example: WBS Level 3 Building R
Description
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Description 51 Click the Typ edit field . .
52 As required, complete/review the following fields: . A key that R/O/C identifies which group of document s this document will be assigned. Document s of the same type contain common informatio n which is relevant to posting and update of the value fields in the data base. Field Example: 01 R Description
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Typ
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53 Click the Acct check box . 54 Click the Level edit field . .
55 As required, complete/review the following fields: . A level on R/O/C which a WBS element is assigned in a work breakdow n structure. Field Example: 3 R Level 56 Click the WBS element edit field . 57 As required, complete/review the following fields: . A R/O/C structural element in a work breakdow n
Description
Description
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structure representi ng the hierarchic al organizati on of a project.A WBS element describes a task or a partial task that can be divided. Field Example: I-SK-08005C-PL R WBS element 58 Click the Description edit field . 59 As required, complete/review the following fields: . Text to R/O/C identify and characteri ze an object or activity.
Description
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Field Example: WBS Level 3 Plant R Description 60 Click the Typ edit field . .
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A key that R/O/C identifies which group of document s this document will be assigned. Document s of the same type contain common informatio n which is relevant to posting and update of the value fields in the data base. Field Example: 01 R Typ
Description
62 Click the Acct check box . 63 Click the Level edit field .
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. 64 As required, complete/review the following fields: . A level on R/O/C which a WBS element is assigned in a work breakdow n structure. Field Example: 3 R Level 65 Click the WBS element edit field . 66 As required, complete/review the following fields: . A R/O/C structural element in a work breakdow n structure representi ng the hierarchic Description . Description
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al organizati on of a project.A WBS element describes a task or a partial task that can be divided. Field Example: I-SK-08005C-OT R WBS element 67 Click the Description edit field . 68 As required, complete/review the following fields: . .
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Text to R/O/C identify and characteri ze an object or activity. Field Example: WBS Level 3 Others R Description
Description
69 Click the Typ edit field .
70 As required, complete/review the following fields: . A key that R/O/C identifies which group of document s this document will be assigned. Document s of the same type contain common
Description
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informatio n which is relevant to posting and update of the value fields in the data base. Field Example: 01 R Typ 71 Click the Acct check box . .
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72 Click the Enter button .
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73 Click the line item button .
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74 Click the WBS Elem. details button . 75 Click the Investment program button .
. .
I-SK-08005 - Assignment to investment program position
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76 Click the Investment program edit field .
. .
77 Click the Investment program possible entry button . Investment program name (1)
78 Click the Investment program edit field . 79 As required, complete/review the following fields: . A R/O/C hierarchic al structure representi ng business plans for Description
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producing fixed assets or providing services during an approval year. Field Example: I* R Investment program 80 Click the Fiscal Year edit field . .
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Period, 12 R/O/C months as a rule, for which the company is to create its inventory and balance sheet. The fiscal year can be the same as the calendar year, but does not have to be. Field Example: 2008 R Fiscal Year
Description
82 Click the Continue button .
Investment program name (1) 7 Entries found
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83 Double-click the I-08T/2008/Z001/ULI Investment Program 001 line . item . I-SK-08005 - Assignment to investment program position
84 Click the Position ID edit field . 85 Click the Position ID possible entry button . Choose Point of Entry .
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Structure of I-08T/2008
87 Click the I-08TPfolder icon . 88 Click the I-08-FC folder icon .
. .
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Structure of I-08T/2008
89 Click the I-08-FC-SK line item . 90 Click the Choose button . .
I-SK-08005 - Assignment to investment program position
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This ends Part 1 of the simulation for this transaction.
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Result You have successfully created work breakdown structure.
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Scenario Situation You want to create Work Breakdown Structures. Instructions In this simulation you are required to: Create Work Breakdown Structures . Required Data This section provides the field data required to complete this exercise. Refer to this data sheet as necessary while performing the exercise. I-SK-08005-C-BD 3 01 WBS Level 2 Capital I-SK-08005-C 2 WBS Level 1 Skin I-SK-08005 1 9003 2408 ID01 31.07.2009 01.08.2008 Capex Skin Project 005 Field WBS element Level Typ Description WBS element Level Description WBS element Level Plant Company code CO area Finish date Value
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Start date Project Def. I-SK-08005 Project Def.
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3 AUC Others - Equipment 24 5 Plant WBS Level 3 Building 3 23 Building 3 22 2008 I* WBS Level 3 Others I-SK-08005-C-OT WBS Level 3 Plant Description Room AUC Others - Equipment Asset Class Room Plant 3 Asset Class Building 3 Asset Class Fiscal Year Investment program Description WBS element Description I-SK-08005-C-PL WBS element
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CO - CJ01 - JPN - Create Work Breakdown Structures - Part 1 of 2

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CJ01 - JPN - Create Work Breakdown Structures - Part 1 of 2

Transaction Code CJ01

Thursday, July 16, 2009