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 SAP AG 2006

TERP10

11-3

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 SAP AG 2006

TERP10

11-4

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 SAP AG 2004

Projects are tasks with particular characteristics: " They are usually complex, unique, and involve a high degree of risk. " They have precise targets that are agreed on between the contractor and the sold-to party. " They are limited in duration and are cost and capacity intensive. " Several departments are involved in a project. " They are subject to specific quality requirements. " They are of mostly strategic significance for the business carrying them out.

Projects are usually an integral part of a business’s commercial processes. Before you can control all the tasks that occur as part of project execution, you need a project-specific organizational form that should be in a position central to the user departments involved.

TERP10

11-5

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ďŁŠ SAP AG 2006

The project System has no organizational units on its own

Depending on the project type and configuration, the organizational units from a wide range of areas are used (Sales and Distribution, Purchasing, Production, Accounting, Controlling, Personnel Administration and so on).

ÂŠ SAP AG

TERP10

11-6

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ďŁŠ SAP AG 2006

A work breakdown structure (WBS) is a model of a project, and shows the project activities to be fulfilled in hierarchical form. It forms the operative basis for planning costs, revenues, and payments, as well as for scheduling, and budgeting.

Activities are used to show the flow of a project or of activities involved in a project. The individual tasks are linked to each other, and grouped together to form what are known as networks. Activities form the operative basis for planning and controlling dates, costs, and resources (personnel, machinery, Production resources and tools (PRTs), and materials).

When activities are assigned to WBS elements, the dates and costs defined in the individual activities are totaled up (aggregated) at the WBS level and can be evaluated. Activity funds already assigned are checked against the budgets of the WBS elements.

ÂŠ SAP AG

TERP10

11-7

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ďŁŠ SAP AG 2006

The project itself comprises several phases. A high degree of precision is required when planning and coordinating large and complex projects. When planning the flow of a project, you will schedule deadlines and dates, make resources available, and assign budgets. The Project System gives you the support you need in all project phases.

ÂŠ SAP AG

TERP10

11-8

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 SAP AG 2006

TERP10

11-9

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!"##$$% %&%& !"##$$ !"##$$%&%& !"##$$% %&%+ !"##$$ !"##$$%&%+ ďŁŠ SAP AG 2006

You look at a project that represents the implementation of new hardware and software in your company. The project has the following characteristics: " Project I/00## is a cost project. " It is mapped using a work breakdown structure without any activities. " Costs and payments are planned manually in the WBS elements. " A budget is distributed to the project. " Commitments and actual costs are written to the WBS elements (using account assignment). " The costs in the project that can be activated (for example, new hardware) are settled to Asset Accounting. " The cost in the project that cannot be capitalized are settled to cost center.

ÂŠ SAP AG

TERP10

11-10

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ďŁŠ SAP AG 2004

The WBS forms the basis for all subsequent planning tasks in the project. The emphasis is placed on planning, analysis, description, control, and monitoring of costs, basic dates, and the budget.

Costs, dates, and payments are often planned using activities, which are assigned to WBS elements.

ÂŠ SAP AG

TERP10

11-11

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 SAP AG 2004

You can use the Project Builder to maintain any object in the Project System, except for the assignment of production resources and tools (PRT).

TERP10

11-12

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 SAP AG 2006

You use operative indicators to define the characteristics of a WBS element, and to specify what tasks will be performed by the WBS element when the project is being executed. " WBS elements for which you want to plan costs manually are flagged as planning elements. " WBS elements to which you want to post actual costs are flagged as account assignment elements. " WBS elements to which you want to post revenues are flagged as billing elements.

The “Statistic” indicator specifies whether a WBS element is used only for statistical purposes, or whether it works with real costs.

In this example, you want to carry out planning as far as level 2 in the project hierarchy. Lower-level WBS elements as of level 3 are pure assignment elements.

TERP10

11-13

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ďŁŠ SAP AG 2006

You can use the Project Builder to create or change objects in your project (project definition, WBS elements, activities, activity elements, PS texts, document, milestones, material components). You can use detail screens, lists or graphics (hierarchy graphic, network graphic) (1-4) for this purpose.

In addition to creating project structures manually you can use standard operative project structures (work breakdown structures or networks) or standard structures (standard work breakdown structures, standard networks) as a template (7).

You can also include work breakdown structures, standard work breakdown structures, and standard networks in an existing project structure (5).

When you create projects, you can copy (6) an operative project or a standard project together with all the lower-level objects (WBS elements, activities, PS texts, documents, milestones, components).

ÂŠ SAP AG

TERP10

11-14

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ďŁŠ SAP AG 2006

The activities in a project describe the various steps and work involved in the project.

In the Project Builder, you create activities for WBS elements. This means that the activities are assigned to the WBS elements in question. It also means that the planned and actual data for the activities (dates, costs, and payment data) can be aggregated at the WBS element level.

Activities are linked to each other by means of relationships â&#x20AC;&#x201C; this results in a causal and chronological activity sequence.

At the same time, they also form a quantity structure for planning: " Dates (occurs automatically via scheduling) " Costs (occurs automatically via costing) " Resources (internal activities and external activities) " Material requirements (using the assigned components)

The Project System has the following activity categories: " Internal processing for capacities to be staged in your own company " External processing for tasks to be assigned externally " Services for procuring external services " Cost activities for planning additional primary costs

ÂŠ SAP AG

TERP10

11-15

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You use the activities in the network to plan the labor, capacities, materials, tools, and services you need to carry out various tasks in your project.

ÂŠ SAP AG

TERP10

11-16

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ďŁŠ SAP AG 2004

All of the functions you need to create a network are available in the network graphic (the functions for inserting activities or relationships, for example).

You can access the network graphic from various functions in the Project System (the Project Builder, project planning board, or the information system, for example).

"#$%&!'('%#)*) is a function that you can only perform in the network graphic. A cycle is a $%+)&, sequence of relationships and activities (closed means that, when you start out from one activity, you end up back at the same activity, by way of relationships). If the activity-relationship-activity path is cyclical, you will not be able to schedule the network. Cycle analysis is a tool that enables you to detect cyclical relationships, and correct them.

ÂŠ SAP AG

TERP10

11-17

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PS texts are user-definable texts that are managed in a PS text catalog. The texts are classified into different text types. You can assign PS texts to one or more WBS elements or activities.

You can enter PS texts in mySAP ERP SAPscript or in Microsoft Word. The files in question are stored in the mySAP ERP database.

You can use the mySAP ERP Document Management System in the Project System to assign document info records to WBS elements and activities.

In the Document Management System (DMS), you can assign original (external) documents in various formats (Excel, Word, PPT, BMP, TIF, CAD formats, and so on) to an (mySAP ERPinternal) document info record.

In the Project Information System, you can display the document info records and the corresponding original documents online. You can also display the original documents using the Internet.

You can assign milestones to activities and WBS elements. Milestones have a range of applications. They can be used for milestone billing in SD, for example, or to start workflow tasks.

ÂŠ SAP AG

TERP10

11-18

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 SAP AG 2006

TERP10

11-19

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 SAP AG 2004

TERP10

11-20

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The project planning board is a graphical interface you can use to create and edit all the data for a project: " Project definition, WBS elements, activities, relationships, milestones, documents, and PS text " Planning dates and resources (labor, external processing) " Cost planning using activities

The project planning board is based on an interactive SAP Gantt chart.

Important navigation options are available in the project planning board: " When you double-click certain points in the project planning board, you go directly to detail screens, where you can change the field selection or the time settings. " When you press the right-hand mouse button, all the functions available to you at this point are displayed (Important: the options available will depend on exactly where you have positioned your cursor). " When you select !"#"$%&'## and !()*&'##&+","-+"-%&)./"$%0, all the objects in the project planning board are displayed.

ÂŠ SAP AG

TERP10

11-21

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ďŁŠ SAP AG 2006

You can plan dates for individual WBS elements as well as you can enter outline dates for your project in the project definition. In rough-cut planning, you specify dates for WBS elements that are binding for more detailed planning. You can then use this rough-cut plan as the basis for more detailed planning or scheduling using networks.

You can use several functions in date planning to compare, reconcile, or calculate dates at a later point in time.

ÂŠ SAP AG

TERP10

11-22

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ďŁŠ SAP AG 2006

You use activities in a network to plan the resources required for a project.

The Project System draws a distinction between the following resources: " An internally processed activity determines the output to be provided by machines or personnel in order to complete the activity. You can evaluate the capacities of the various work centers involved, reschedule these capacities as necessary, and distribute work among employees. " You use an externally processed activity to specify the necessary services to be provided by other companies in order to complete the activity.

External processing is carried out via the purchasing department. " Service activities are also used to procure services externally. The difference between service activities and externally processed activities is that, if you use service activities, you can draw up service specifications and set value limits for any unplanned services. The Purchasing Department carries out service processing (including entry and acceptance of services performed).

ÂŠ SAP AG

TERP10

11-23

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ďŁŠ SAP AG 2006

You must enter work data for an activity so that the system can plan capacities for a project and calculate costs for activities. You need to specify the amount of work involved and the work center that is to perform the work.

"#$% is the output to be provided by machines or personnel in order to complete an activity.

A &#$%!'()*($ is the place where an activity is carried out or work output is produced.

Work centers contain data for costing activities. Work centers also contain the scheduling and capacity data necessary for scheduling and capacity planning.

You can determine work center capacities for the activities. If necessary, you can use the project planning board or the capacity planning tables to level capacities.

You can also distribute the work among employees (workforce planning).

Generally speaking, when you confirm activities, you '#)+,-( (reduce) capacity requirements, and enter actual dates and actual costs.

ÂŠ SAP AG

TERP10

11-24

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ďŁŠ SAP AG 2006

You can create activities and activity elements as externally processed activities or external elements in a network (if, for example, you commission an engineering office to design a machine). When you create such an activity, a purchase requisition is also created, and processed further in Purchasing. You can access data from purchasing for external processing (a purchasing info record, for example, which contains prices and delivery times for external processing).

A service activity triggers a similar purchasing process, but can also contain a hierarchy of planned services to be purchased, and value limits for unplanned services.

The "##$%!&'(')*+ for services involves two steps: " Entry of services performed " Acceptance of services performed.

You use the control key to determine whether an activity is externally processed.

ÂŠ SAP AG

TERP10

11-25

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ďŁŠ SAP AG 2006

Materials establish the link between the Project System and Sales and Distribution (SD), Materials Management (MM), and Production Planning and Control (PP).

ÂŠ SAP AG

TERP10

11-26

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ďŁŠ SAP AG 2002

Cost planning in the WBS elements include: " Structure-oriented planning in its most basic form, where you can enter costs for each WBS element. You can break down your figures by fiscal year if you wish. " Detailed planning of primary costs and activity inputs. This type of planning is cost element based and period based. " Unit costing, where you use a profile to enter quantities (material, internal activities, external services, variable items and so on) for each WBS element. This type of planning is cost element based. " Easy Cost Planning from Release 4.6c. Easy Cost Planning offers you an easy-to-use tool for planning costs by cost element in a quantity structure. You can then use Execution Services to enter commitment and actual data for the planned costs.

In addition to manual planning in the WBS, you have the option of creating activities for WBS elements and using these activities to plan costs. This method has the following advantages: " The resulting plan can be copied to new projects, " If parts of the project are shifted, cost planning is shifted automatically along with the activities, " Planning using network activities is by cost element and period.

ÂŠ SAP AG

TERP10

11-27

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Nellos IT: Tuning  SAP AG 2002

From Release 4.6C, the SAP system offers an easy-to-use tool for planning costs in WBS elements. The tool is called “Easy Cost Planning”.

You access Easy Cost Planning for projects from the Project Builder. Costing items are created for the WBS elements. Cost planning using Easy Cost Planning is cost element based.

You can use planning templates to enter costing items.

In the process, characteristics are valued. The example above shows work in hours being valued at 100.

The characteristic values from the planning forms are linked to quantities, values, or actions from the costing items. In the example above, the link is to the quantity for an internal activity.

The planned costs are in the periods of the basic start dates of the WBS elements. If the basic start dates are changed and a revaluation takes place, the costs are redistributed.

TERP10

11-28

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%&'(&)*+,(-.&/ ďŁŠ SAP AG 2006

You can assign various orders to a project: examples include internal orders, production orders, and maintenance orders. You can then use the project to evaluate the orders.

Orders are determined by their order category.

The network is an order category. Order categories are prescribed by the system for the relevant applications.

You can define your own order types within an order category. The order type is used to control: " Number assignment " Default value settings " User-specific status management " User-specific field control

Depending on the order type and the plant, networks can be header-assigned or activity-assigned. Normally, activity-assigned networks are used, where costs are gatherd in each activity. Headerassigned networks are only significant for the assignment of networks to sales orders (without WBS).

ÂŠ SAP AG

TERP10

11-29

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 SAP AG 2004

TERP10

11-30

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 SAP AG 2004

TERP10

11-31

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ďŁŠ SAP AG 2006

While you must estimate your project costs as accurately as possible during cost planning, it is in the approval phase that funds are assigned in the form of a budget.

The budget differs from the project cost plan in that it is binding. It is the device by which management approves the anticipated development of project costs over a given period of time.

ÂŠ SAP AG

TERP10

11-32

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1%2%34%/567 0  SAP AG 2006

You use the “Maintain Original Budget” transaction to assign funds for the project and its parts.

In the budget profile, you can specify whether funds are to be assigned as overall values, or distributed by year instead.

You can prevent users from maintaining the overall project budget for a project by assigning appropriate user statuses.

If you lock (freeze) the original budget in this way, you can only change it by defining supplements, returns, and transfers.

You can use the budget release function to make funds available at various pints within a fiscal year.

You can use the budget carryforward function to transfer any funds not used up in the previous year to the budget of the new fiscal year.

TERP10

11-33

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 SAP AG 2006

When a project is being executed, the available funds are committed to various places. These socalled commitments are created, and actual costs are incurred. Together with the costs of apportioned orders, both these forms of fund commitments result in what are referred to as assigned funds.

The funds overview can be regarded as “passive availability control”- However, the Project System also supports “active availability control”. The corresponding assigned funds are calculated, and checked against the budget. The assigned funds can be found in the budget-bearing WBS element and in the lower-level assignable WBS elements. If certain tolerance limits are violated (shortfall in budget, budget exceeded), this can trigger various system responses. In Customizing for the tolerance limits, you can specify which response is to be triggered and when.

TERP10

11-34

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 SAP AG 2004

TERP10

11-35

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 SAP AG 2004

TERP10

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 SAP AG 2006

TERP10

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!".4+"4.'()"*$+,-.$)" ?!"#$%&@()2248.$%4A'(:;5B

Confirmations document the processing status of activities and activity elements in a network, and enable you to make forecasts as to how the project will progress. Various business transactions are carried out automatically by means of confirmations. These include posting actual costs, actual dates, actual labor (work), and, if applicable, changing the activity status.

You can create confirmations in the following ways: " Individually for each network, activity, activity element, or individual capacity " As a collective confirmation " Using the structure information system (by selecting activities, and accessing individual or collective confirmation). From the information system, you can send a confirmation workflow to another user, or to an organizational unit. " Using the Cross-Application Time Sheet (CATS) " Via the Internet (by creating an individual confirmation, or entering time data in the Time Sheet) " Using Palm Pilot and the open PS interface " Via the PDC interface

ÂŠ SAP AG

TERP10

11-38

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 SAP AG 2006

CATS is an integrated function for entering actual time data important in HR, PS, PM, CS, and CO.

You can determine the layouts yourself using data entry profiles.

TERP10

11-39

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ďŁŠ SAP AG 2006

The network generates purchase requisitions for external processing activities, service activities and materials that are procured directly. These purchase requisitions are passed on to the purchasing department, where they are processed further.

The purchasing process involves issuing a request for quotation to vendors (if applicable), entering these quotations in the system, selecting vendors, converting the purchase requisitions into purchase orders, and monitoring the orders until the goods and invoices are received.

A service activity triggers a similar purchasing process, but can also contain a hierarchy of planned services to be purchased, and value limits for unplanned services. The "##$%!&'(')*+!for services involves two steps: entering services performed, and accepting them.

The purchase requisition results in purchase requisition commitments for the account assignment object (activity or WBS element). When the purchase requisition is converted into a purchase order, this results in purchase order commitments for the account assignment object (this is a different value type than purchase requisition commitments). Depending on the account assignment category of the purchase order, actual costs are posted upon goods receipt or invoice receipt (valuated, nonvaluated goods receipt). Based on the account assignment, they are passed on to the network activity or WBS element.

As an alternative to having the network generate purchase requisitions automatically, you can also create purchase requisitions and purchase orders manually, and assign them to WBS elements.

ÂŠ SAP AG

TERP10

11-40

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 SAP AG 2004

TERP10

11-41

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 SAP AG 2006

TERP10

11-42

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ďŁŠ SAP AG 2006

Period-end closing is the framework for carrying out period-related commercial transactions. You use it to ensure that all the data belonging to a period is determined and that data is available for enterprise controlling purposes.

Period-end closing procedures are performed periodically in the background, usually once every period. The procedures are generally carried out for the previous month at the start of the next month.

You can use the Schedule Manager to help you carry out period-end closing. The Schedule Manager supports workflows for FI, CO, PS, and so on.

ÂŠ SAP AG

TERP10

11-43

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ďŁŠ SAP AG 2006

Actual costs and actual revenues arise in a project or order as a result of: " Material withdrawals and goods receipts " Vendor invoices " Customer billing " Internal activity allocations, transfers, cost distribution, process costs, overheads " Confirmation of network activities

In settlement, costs/revenues are transferred to: " Financial Accounting (G/L account) " Asset Accounting fixed assets) " Cost Accounting / Profitability Analysis (order, cost center, profitability segment) " Project System (WBS elements, networks, activities)

You need a settlement rule to carry out settlement. You define the settlement rule in the sender object. The settlement rule contains the distribution rules and the settlement parameters for a sender object.

ÂŠ SAP AG

TERP10

11-44

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ďŁŠ SAP AG 2006

In direct settlement, each object (WBS elements, networks, orders and activities) in a project is settled directly to a cost object not included in the project, such as a profitability segment.

In multi-level settlement, activities, orders and WBS elements are first settled to the higher-level WBS elements in the project. The top element then settles the costs collected.

You stipulate which of these you want to use when you maintain or determine the settlement rule: " Multi-level settlement is used for settlement to WBS elements of other projects or internal orders " Direct settlement is used for the settlement of PS structures to receivers other than those specified above.

ÂŠ SAP AG

TERP10

11-45

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 SAP AG 2006

TERP10

11-46

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 SAP AG 2006

TERP10

11-47

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ďŁŠ SAP AG 2006

You can use the following information systems to evaluate important key figures for your project: " Structure information system " Cost/revenue/payment (Controlling) information system, with hierarchy reports, cost element reports, and the SAP List Viewer for line items. " Capacity analysis " Order report, lists of reservations, purchase requisitions, purchase orders pertaining to the project, ProMan " Stock/requirements overview " Progress analysis, progress tracking " SAP Business Information Warehouse

The following reports and systems are available, in particular for cross-project evaluations: " Project summarization " SAP Executive Information System " Profit Center Accounting reports " Profitability Analysis Reports

ÂŠ SAP AG

TERP10

11-48

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ďŁŠ SAP AG 2002

The structure information system is not merely a tool for displaying information, You can also create and change project structures from the reports. If you have a multi-level product structure with production and planned orders (assigned to WBS elements), the entire structure is displayed in the structure overview, and can be edited. You can also call up other assigned orders to change or display objects. From the information system, you can confirm activities, and initiate pools of confirmations or confirmation workflows.

ÂŠ SAP AG

TERP10

11-49

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=1/2,12/- 8./ =-%-,1")> ?@A-,1# ďŁŠ SAP AG 2002

Cost element reports display costs by cost element. In a navigation panel in the cost element reports, for example, you can go to a structure and choose the object whose costs you want to analyze or call up an appropriate list and choose the period you want to evaluate. You can use sort and filter functions here, as well as different currencies to display the data.

ÂŠ SAP AG

TERP10

11-50

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 SAP AG 2006

TERP10

11-51

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 SAP AG 2006

TERP10

11-52

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• Project Builder • WBS elements

You use the Project Builder to create a suitable work breakdown structure for the implementation of new hardware and software for a bonus system in your company. This project serves as a basis for subsequent planning steps and the realization of your plan. 1-1

Using the Project Builder, create a project with the identification :;<<==!and description :2!:>3?$>$*+7+'.*. Create the project by copying standard project template :;<<<@. The start date of the project is today. Use your right mouse button in the structure header to change the order in which !"#$%&'&()%&*$+ and ,)-#+ are displayed. Save project :;<<==A! The first time that you enter Project Builder, the Project Builder: Options dialog box appears. It provides information on how you can set up user settings. Select ./&0+%1&2+&$+%1#+'3%34# and then select the green check mark icon. B$>7'*!'*!-%./$&+!61'?8$%!C.%!+D$!*$#+!$#$%&'($A!

1-2

Open your project :;<<==!in the Project Builder. Create a new WBS element – "*8!)($%!2%7'*'*E as the last element of the -%$37%7+'.*!C.%!F.'*E!G'H$ work package.

1-3

Plan the dates for the second hierarchy level WBS elements. Use the following data for this.

1-4

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Release and Save your project. Save the project.

TERP10

11-53

TERP10

11-54

!! ! "#$%&!'()*+,%!'-.##$#/! 0)1$,&!2)3%!'-.##$#/! You need to plan costs for your project. For an initial estimate of the costs to be expected, you perform detailed cost planning using Easy Cost Planning. You use suitable reports to analyze the planned costs.

2-1

â&#x20AC;˘

Use Easy Cost Planning in order to plan costs.

â&#x20AC;˘

Analyze planned costs.

You will plan costs manually for project 456677!using !"#$%&'#(%)*"++,+-8!!To facilitate the planning process, the planning forms that are used have already been maintained in the system. Plan cost for WBS elements 4566779:;!4566779<;!and 4566779=8!!Carry out detailed cost planning for your project I/00## in >+(3$)#!6. 2-1-1 Plan the costs for WBS element 4566779: ?+3$/#!.#@!A(/.#$B.%$)#3; using planning template C'D66:8 Enter internal labor hours of :66 and additional costs of E;666. 2-1-2 Plan the costs for WBS element 4566779< ?+%.$-!?+3$/#!.#@!DF3%+G!D+%9 "1, using planning template C'D66<8 Enter internal labor hours of <66 and HE for the number of licenses. 2-1-3 Plan internal and external activity costs for WBS Element 4566779= '(+1.(.%$)#!I)(!J)$#/!K$>+, without using a planning template. Instead enter the following data directly: 4%+G!2.%8!

L+3)M(,+!

'-.#%5N,%$>$%F! 'M(,O8! PM.#%$%F! 0F1+! A(/.#$B.%$)#!

4295

1463

5500000057

1300

10 1000

150

Exit Easy Cost Planning and save your project. Exit Project Builder. 2-2

Evaluate your project, 456677 using the Actual/Plan/Variance Absolute /Variance % cost element report. Run the report using Controlling Area :666, Plan Version 6;! periods :!Q!:< for the ,M((+#%!#+R%!I$3,.-!F+.(3. Which WBS element has planned costs for Purchased Services? Exit the report. !

ÂŠ SAP AG

TERP10

11-55

TERP10

11-56

!"#$%&'()*+,$&-.+,/$#)"& 0)1#,%&2,$/34&5)6$6& You are now getting the project started. You procure the required material and enter the activities of the employees at your company. You use suitable reports to monitor the costs that are incurred.

3-1

•

Use Easy Cost Planning - Execution Services

•

Monitor the actual costs

Using !"#$%&'()*+#,-'$#., to post an internal activity allocation for the costs that you have planned with !/.0*1(.&*23/))')4 for project 7899::;&&Open project 7899::, which has been released, in 2,(5#$&*6%'37#,. Call up !/.0*1(.&*23/))')4 and display the item view and !"#$%&'()*+#,-'$#.. 3-1-1 Enter an internal activity allocation for WBS element 7899::<=&'(+13(3$#)"& >)(&?)#"@&A#B+;& Use the planned data when posting the document. Leave the execution service and the Easy Cost planning and save your project. 3-1-2 Post a goods issue for WBS element 7899::<=<C&DE6$+F&G1$#F#H3$#)";& Issue $I) pieces of material J'5K9LM&from Plant MN99&storage location 999M&to your project. The “Account Assignment” tab page does not appear until you have specified movement type “221” for goods issues for projects and confirmed that entry. Save the document and write down the document number. Document number: ____________________

3-2

Verify that actual costs were posted to your project, 7899:: using the Actual/Plan/Variance Absolute /Variance % cost element report. Run the report using Controlling Area M999, Plan Version 9O&periods M&P&MN for the ,/((+"$&"+.$& >#6,34&E+3(6. Where actual costs posted to your project? Exit the report.

TERP10

11-57

TERP10

11-58

!"#$%&"'() *'&%+),-"./0%)!%-$0%$-/() 1"2&0+)3"-4)5-/647"8')!%-$0%$-/()

1-1

Using the Project Builder, create a project with the identification 9:;;<<)and description 91)9=2#/=/'%6%&"'. Create the project by copying standard project template 9:;;;>. The start date of the project is today. Use your right mouse button in the structure header to change the order in which !"#$%&'&()%&*$+ and ,)-#+ are displayed. Save project 9:;;<<? !""#$%&'%()!)*+#,-"&)./0&-1)!)*+#,-"&)!)*+#,-"&)2$'34-+)@AB>;CD) The first time that you enter Project Builder, the Project Builder: Options dialog box appears. It provides information on how you can set up user settings. Select ./&0+%1&2+&$+%1#+'3%34# and then select the green check mark icon. 1-1-1 In the 54*6#(%+73&8"#49+:2#4+20#(&'&(+*0%&*$2+dialog box, enter a value of 99 in the ;&#4)4(1<+8#=#82+field. Select the >*$%&$3# icon. 1-1-2 Create the project by copying a template. Select *+#,-"&)!)5-6)!)7#8/)8+#,-"&) Enter the following data in the dialog box: E&/#7)C6=/)

F6#$/()

Project def.

9:;;<<)

Name

91)9=2#/=/'%6%&"')<<)

Start

1"76GH()76%/)

Template Std proj. def.

9:;;;>) Leave other fields as they are.

) Select >4#)%#+04*6#(+?#$%#4@A 1-1-3 Use your right mouse button in the structure header to change the order in which !"#$%&'&()%&*$+ and ,)-#+are displayed. Position your cursor on the header of the structure. To change the display sequence, click the right-hand mouse button and choose B&208)<+2#C3#$(#+ ! !"#$%&'&()%&*$+D+$)-# 1-1-4 Save your project. *+#,-"&)!).9:-) I/=6&')&'),-"./0%)5$&#7/-)J"-)%K/)'/L%)/L/-0&(/?) ÂŠ SAP AG

TERP10

11-59

1-2

Open your project !"##$$%in the Project Builder. Create a new WBS element â&#x20AC;&#x201C; &'(%)*+,%-,./'/'0 as the last element of the 1,+2.,.3/4'%54,%%64/'0%7/8+ work package. 1-2-1 In the !"#$%&'( section of Project Builder, open your project by double clicking on it. 943+:% If you do not see your project listed, you may need to expand the )*'(+,#"-./('+,#"/.''.0+folder. 1-2-2 In the structure tree of the Project Builder, select WBS element !"##$$;<= 1,+2.,.3/4'%54,%64/'0%7/8+. In the template area of the Project Builder, expand the 120&3&04*%+56-./('+section and double-click !78+9%.:.2(. The new WBS Element is created. In the detail screen, enter the description &'(% )*+,%-,./'/'0 and confirm the entries with 92(.#.

1-3

Plan the dates for the second hierarchy level WBS elements. Use the following data for this. >?@%+A+B+'3%

?.*/C%@3.,3%D.3+%

DE,.3/4'%

1;<<==>?+

-4(.F%

<#%(.F*%

1;<<==>@+

-4(.F%G%4'+%B4'3H%

I#%(.F*%

1;<<==>A+

-4(.F%G%5/8+%B4'3H*%

J#%(.F*%

1-3-1 In the ,#"-./(+8(#4/(4#.B+select WBS element%!"##$$;K and choose the C*(.' tab page. Using the data from the above table, enter the 7*'&/+8(*#(+C*(. and C4#*(&"2. 1-3-2 Select 92(.#+to confirm data. 1-3-3 Repeat steps 1-3-1 and 1-3-2 for the remaining WBS elements. 1-4

Release and Save your project. In the ,#"-./(+8(#4/(4#.B select the ,#"-./(+ C.D&2&(&"2E !"#"$%"&'("&)*+,"-'.&&/01'&!&2'$'3%&!&!"#"$%"% 2$4"&'("&5*+,"-'6% )*+,"-'&!&2$4"&%

ÂŠ SAP AG

TERP10

11-60

!"#$%&'($)*" +)(',"-.$/01'"-%2))()3" 4$5(1,"6$*'"-%2))()3"

2-1

You will plan costs manually for project 7899::"using !"#$%&'#(%)*"++,+-;""To facilitate the planning process, the planning forms that are used have already been maintained in the system. Plan cost for WBS elements 7899::!<="7899::!>="and 7899::!?;""Carry out detailed cost planning for your project I/00## in @0.*($)"9. !""#$%&'%()!)*+#,-"&)./0&-1)!)*+#,-"&)!)*+#,-"&)2$'34-+"A6B>9CD" Double click on your project in the worklist. Select 5#&#)!)670/)8#0&)*37%%'%(9" In the &./"(/%&'#(%!#(,0"(/ dialog box, select &./"(/%&'#(%!#(,0"(/ button. You are now ready to plan each WBS element. 2-1-1 Plan the costs for WBS element 7899::!< E0*(3)"2)F"G.32)(H2'($)*= using planning template I-#99<; Enter internal labor hours of <99 and additional costs of J=999. a. Select WBS element 7899::!< E0*(3)"2)F"G.32)(H2'($)*. b. Select the &1''#/%)*"++,+-%2'.0 button. c. A diaglog box appears, in which you can restrict your search for planning templates. Select the 3(".(%#/".41 icon (the green check). d. Double click on I-#99<"74"6$)105' planning form. e. Enter the following data. K(0%F")2L0"

M2%&0"

Internal Labor Hours

100

Additional. costs (euros)

5,000

f. Select the &'+5,.0%button. 2-1-2 Plan the costs for WBS element 7899::!> E0'2(%"E0*(3)"2)F"#N*'0L"#0'! +5, using planning template I-#99>; Enter internal labor hours of >99 and OJ for the number of licenses. a. Select WBS element 7899::!> E0'2(%"E0*(3)"2)F"#N*'0L"#0'!+5; b. Select the &1''#/%)*"++,+-%2'.0 button. c. A diaglog box appears, in which you can restrict your search for planning templates. Select the 3(".(%#/".41 icon (the green check). d. Double click on I-#99>"74"7L5%0L0)'2'($) planning form.

ÂŠ SAP AG

TERP10

11-61

e. Enter the following data. !"#$%&'()#&

*($+#&

Internal Labor Hours

200

Number of Licenses

f. Select the !"#$%&'(button. 2-1-3 Plan internal and external activity costs for WBS Element ,-..//01 23#4(3(5"6'&763&86"'9&:";#, without using a planning template. Instead enter the following data directly: a.

Select WBS element ,-..//01 23#4(3(5"6'&763&86"'9&:";#&&

Select the )*"+,-%./(01/'(23/&3%/+ button.

The overview may contain only one line. Select the 0#4/&1(5"+ icon once.

Enter the following data in each of the rows ,5#)& <(5=&

>#?6+3@#&

2$('5-A@5";"5B& 2+3@D=& G+('5"5B& CB4#& E39('"F(5"6'&

IJKL&

MIN1&

M.&

LL......LO&

M1..&

M...&

ML.&

e. Select 6#1/& to confirm your entries. f. Choose the 789: icon to exit Easy Cost Planning. g. Save your project. h. Exit the Project Builder 2-2

Evaluate your project, ,-..// using the Actual/Plan/Variance Absolute /Variance % cost element report. Run the report using Controlling Area M..., Plan Version .P& periods M&Q&MJ for the @+33#'5&'#R5&7"?@($&B#(3?. !""#$%&'%()!)*+#,-"&)./0&-1)!)2%3#+14&'#%)./0&-1)!)5'%4%"'460)!)7#0&0)!) *64%)840-9)!)8/)7#0&):6-1-%&)!)!"&$46;*64%;<4+'4%"-)!=0#6$&-);<4+'4%"->)) STUA:>UVO.M1LI1W 2-2-1 In the 6#1/&(;&"$%</(dialog box, select the dropdown in the =818>84/(?&"$@( field. Select =7(?&"$%</(...........M&Q&T5('%(3%&?#$#@5"6'&S?53+@5+3#W. Select the !"#1%#A/(B/#1/&C icon.

ÂŠ SAP AG

TERP10

11-62

2-2-2 Call up the report with the following data: !"#$%&'()#&

*($+#&

Project

,-..//&

Controlling area

0...&

Plan Version

.&&

From fiscal year

12"3&4#(5&

To fiscal year

6#78&9#(5&

From period

To period

0:&

Select the !"#$%&#'icon. 2-2-3 Which WBS element has planned costs for Purchased Services? Using the tree structure on the left hand side of the report, select each WBS element. ;<=&>$#)#'8&,-..//?@&2(3&A$(''#%&BC383&DC5&E+5B2(3#%&=#5F"B#3G& Exit the report.

ÂŠ SAP AG

TERP10

11-63

TERP10

11-64

! "#$%&!'()*+,%!-.+,/%$)#! 0)1$,&!2,%/34!5)6%6! 3-1

Using !"#$%&'()*+#,-'$#., post an internal activity allocation for the costs that you have planned with !/.0*1(.&*23/))')4 for project 7899::;!!Open project 7899::, which has been released, in 2,(5#$&*6%'37#,. Call up !/.0*1(.&*23/))')4 and display the item view and !"#$%&'()*+#,-'$#.. !""#$%&'%()!)*+#,-"&)./0&-1)!)*+#,-"&)!)*+#,-"&)2$'34-+)<5=>9?@! Double-click on the project to open it. 5#&#)!)670/)8#0&)*37%%'%(! Select the)+8(9*!"#$%&'()*+#,-'$#.)button. 3-1-1 Enter an internal activity allocation for WBS element 7899::AB!'(+13(3%$)#! C)(!D)$#E!F$G+;! Use the planned data when posting the document. a. Select WBS element 7899::AB. b. In the Execution Service field, select the dropdown and choose :)&#,)/3* * /$&'-'&0*/33($/&'();*The overview now contains only those items for which an internal activity allocation can be posted. c. Use the default data for posting. d. Select the row, then select 2(.&. e. To see the document that was created, select the <'.&*()=(>> button, which is located in the upper right hand corner. f. Select the 6/$?*icon g. Save your project. h. Exit Project Builder. 3-1-2 Post a goods issue for WBS element 7899::ABAH!IJ6%+K!L1%$K$M3%$)#;! Issue %N) pieces of material O'5P9QR!from Plant R>99!storage location 999R!to!your project. 9#('0&'"0)!):7&-+'73):7%7(-1-%&)!);%<-%&#+/):7%7(-1-%&)!)5##40) :#<-1-%&)!)5##40):#<-1-%&)<S7DL@! a. Choose transaction @((7.*:..%#*and reference A&8#,;* b. Change the B(-#C#)&*D0E#* to >>R!5)#6/K1%$)#!C)(!1()*+,%!C()K! N3(+T)/6+;!! c. Select !)&#,*to confirm your entries. d. In the lower section, are three tab pages: B/&#,'/3F*G%/)&'&0F)and H8#,#;!

ÂŠ SAP AG

TERP10

11-65

e. Use the data listed below to fill in the fields on each of the tabs. !"#$%&'()#&

*($+#&

Material

,-./012&

Qty in unit of entry

Plant

2300&

Storage Location

0002&

WBS Element

4500667879&

Enter the !"#$%&"'( in the !"#$%&"' tab. Select the )*"+#&#, tab and enter the )#,(&+(*+&#(-.($+#%,/ Select the 01$%$(tab and enter the 2'"+#(and 3#-%"4$(5-6"#&-+/ Verify that the !-7$8$+#(9,:$(is 332. Select ;+#$%/ The “Account Assignment” tab page does not appear until you have specified movement type “221” for goods issues for projects and confirmed that entry. & Select the <66-*+#(<==&4+8$+#(tab and enter the 0>3($'$8$+#:& f. Select 2-=#/!

g. Select ;?&#/( 3-2

Verify that actual costs were posted to your project, 450066 using the Actual/Plan/Variance Absolute /Variance % cost element report. Run the report using Controlling Area 2000, Plan Version 0;&periods 2&<&23 for the =+>>#'?&'#@?& A"B=($&C#(>B. "##$%&'(&)!!!*+$,-#'!./0'-1!!!2&3$+14'($&!./0'-1!!!5(&4&#(460!!!7$0'0!!! *64&!840-9!!!8/!7$0'!:6-1-&'!!!"#'%46;*64&;<4+(4&#-!"=0$6%'-!;<4+(4&#->!! DEFGHIFJK028198L& 3-2-1 4A the ;+#$%(2%-.&'$(dialog box, select the dropdown in the @"#"A"=$(:%-./( field. Select @>(:%-.&'$(000000000002&<&E?('%(>%&B#$#=?"M'&DB?>+=?+>#L. Select the B-+#&+*$C$+#$%D icon.

TERP10

11-66

3-2-2 Call up the report with the following data: !"#$%&'()#&

*($+#&

Project

,-..//&

Controlling area

0...&

Plan Version

.&&

From fiscal year

12"3&4#(5&

To fiscal year

6#78&9#(5&

From period

To period

0:&

Select the !"#$%&#'icon. Where actual costs posted to your project? !"#

ÂŠ SAP AG

TERP10

11-67

TERP10

11-68

!"#$%&'()%*+',-"./"% 1.

Projects are tasks with particular characteristics. List six characteristics of projects.

Fill in the blank to complete the sentence. A _____________________________________________ is a model of a project, and shows the project activities to be fulfilled in hierarchical form. It shows the operative basis for planning costs, revenues, and payments, as well as for scheduling and budgeting.

Fill in the blank to complete the sentence. The ________________________ in a project describe the various steps and work involved in the projects.

Activities are linked to each other by means of relationships. This results in a causal and chronological activity sequence. List the different type of activities used in Project System. _________________________________________________________ _________________________________________________________ _________________________________________________________

What are six typical areas of focus for project planning?

_________________________________________________________

ÂŠ SAP AG

TERP10

11-69

Determine whether this statement is true or false. An externally processed activity determines the output to be provided by machines or personnel in order to complete the activity.

List the three modules integrated tightly to Project System with respect to materials? _________________________________________________________

Determine whether this statement is true or false. Actual data is posted to the project by business transactions from only one other component of SAP.

ÂŠ SAP AG

TERP10

11-70

!"#$%&'$! 1.

Projects are tasks with particular characteristics. List six characteristics of projects. "#$%&'(!!)'*+&,-$!./0!1'&!2$21334!,*563&78!2#9:2&8!1#;!9#<*3<&!1!=9>=!;&>'&&!*?! '9$@8!.A0!=1<&!6'&,9$&!-1'>&-$!-=1-!1'&!1>'&&;!*#!B&-%&&#!-=&!,*#-'1,-*'!1#;! $*3;C-*!61'-48!.D0!1'&!3959-&;!9#!;2'1-9*#!1#;!1'&!,*$-!1#;!,161,9-4!9#-&#$9<&8! .E0!,1#!B&!,'*$$C;&61'-5&#-138!.F0!1'&!$2B+&,-!-*!$6&,9?9,!:2139-4!'&:29'&5&#-$8! 1#;!.G0!1'&!*?!5*$-34!$-'1-&>9,!$9>#9?9,1#,&!-*!-=&!B2$9#&$$!,1''49#>!-=&5!*2-H! !

Fill in the blank to complete the sentence. The ________________________ in a project describe the various steps and work involved in the projects. "#$%&'(!",-9<9-9&$!

Activities are linked to each other by means of relationships. This results in a causal and chronological activity sequence. List the different type of activities used in Project System. "#$%&'(!L#-&'#13!6'*,&$$9#>!.?*'!,161,9-9&$!-*!B&!$-1>&;!9#!4*2'!*%#! ,*561#408!&7-&'#13!6'*,&$$9#>!.?*'!-1$@$!-*!B&!1$$9>#&;!&7-&'#133408!$&'<9,&$! .?*'!6'*,2'9#>!&7-&'#13!$&'<9,&$08!1#;!,*$-!1,-9<9-9&$!.?*'!631##9#>!1;;9-9*#13! 6'951'4!,*$-$0H!

What are six typical areas of focus for project planning? "#$%&'(!M=&!-469,13!1'&1$!*?!?*,2$!?*'!6'*+&,-!631##9#>!1'&!./0!6'*+&,-! $-'2,-2'&$8!.A0!;1-&$8!.D0!6145&#-$8!.E0!'&$*2',&$8!.F0!51-&'913$8!1#;!.G0! ,*$-$N'&<&#2&$H

Determine whether this statement is true or false. An externally processed activity determines the output to be provided by machines or personnel in order to complete the activity. "#$%&'(!O13$&! "#!9#-&'#1334!6'*,&$$&;!1,-9<9-4!;&-&'59#&$!-=&!*2-62-!-*!B&!6'*<9;&;!B4! 51,=9#&$!*'!6&'$*##&3!9#!*';&'!-*!,*563&-&!-=&!1,-9<9-4H

ÂŠ SAP AG

TERP10

11-71

List the three modules integrated tightly to Project System with respect to materials? !"#$%&'()*+%&,*-#(%#+*.-,#/(+/%(-,"0(.%+$%%"(+/%(1&23%4+(56#+%7(*"8(9:;(5*-%#( *"8(<,#+&,.=+,2">(9?;()*+%&,*-()*"*@%7%"+>(*"8(9A;(1&28=4+,2"(1-*"","@B(

Determine whether this statement is true or false. Actual data is posted to the project by business transactions from only one other component of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

Fill in the blank to complete the sentence. ___________________, __________________, ___________________, ___________________, __________________, ___________________, ___________________, and __________________ are examples of period-end transactions run for a project. !"#$%&'(R%7D-*+%(*--24*+,2"#>(2F%&/%*8#>(,"+%&%#+(4*-4=-*+,2">(42#+(E2&%4*#+>( D&2@&%##(*"*-6#,#>(&%#=-+#(*"*-6#,#>(,"427,"@(2&8%&#>(*"8(#%++-%7%"+(*&%(*--( %S*7D-%#(2E(D%&,28T%"8(+&*"#*4+,2"#(&="(E2&(*(D&23%4+B

(

ÂŠ SAP AG

TERP10

11-72

!"#$%!&'()!*+',-#./#! 10.

Projects are tasks with particular characteristics. List six characteristics of projects.

11.

12.

Fill in the blank to complete the sentence. The ________________________ in a project describe the various steps and work involved in the projects.

13.

14.

What are six typical areas of focus for project planning?

_________________________________________________________

ÂŠ SAP AG

TERP10

11-73

15.

Determine whether this statement is true or false. An externally processed activity determines the output to be provided by machines or personnel in order to complete the activity. _______________

16.

List the three modules integrated tightly to Project System with respect to materials? _________________________________________________________

17.

Determine whether this statement is true or false. Actual data is posted to the project by business transactions from only one other component of SAP.

18.

ÂŠ SAP AG

TERP10

11-74

!"#$%&'$! 10.

11.

12.

Fill in the blank to complete the sentence. The ________________________ in a project describe the various steps and work involved in the projects. "#$%&'(!",-9<9-9&$!

13.

Activities are linked to each other by means of relationships. This results in a causal and chronological activity sequence. List the different type of activities used in Project System. "#$%&'(!L#-&'#13!6'*,&$$9#>!.?*'!,161,9-9&$!-*!B&!$-1>&;!9#!4*2'!*%#! ,*561#408!&7-&'#13!6'*,&$$9#>!.?*'!-1$@$!-*!B&!1$$9>#&;!&7-&'#133408!$&'<9,&$! .?*'!6'*,2'9#>!&7-&'#13!$&'<9,&$08!1#;!,*$-!1,-9<9-9&$!.?*'!631##9#>!1;;9-9*#13! 6'951'4!,*$-$0H!

14.

15.

ÂŠ SAP AG

TERP10

11-75

16.

17.

18.

(

ÂŠ SAP AG

TERP10

11-76

!"#$%&'$()*$+&,$%$-.#.%*

'2%*.%*5< ! /0-$%)1$*)2%$+&3*0"4*"0.5 ! 6#(+27..&8.42095 ! !"#$%&'$()*$+&,$%$-.#.%*&:024.55.5 ! 8.(20*)%-&$%9&;%$+75)5

 SAP AG 2006

TERP10

12-1

!"#$%&'$()*$+&,$%$-.#.%*/&0%)*&123.4*)5.6

E*&*>.&49%4+"6)9%&98&*>)6&"%)*F&<9"&@)++&2.&$2+.&*9/ ! 7.8)%.&9:-$%);$*)9%$+&6*:"4*":.6&)%&!"#$%& '$()*$+&,$%$-.#.%*& ! ,$%$-.&.#(+9<..&:.49:=6&& ! 7.64:)2.&2$6)4&2"6)%.66&(:94.66.6&)%&*>.&$:.$& 98&!"#$%&'$()*$+&,$%$-.#.%* ! ?=.%*)8<&*>.&)%*.-:$*)9%&(9)%*6&@)*>&9*>.:&ABC& (:94.66.6 ! AD(+$)%&*>.&:.(9:*)%-&$%=&$%$+<6)6&*99+6&)%& !"#$%&'$()*$+&,$%$-.#.%*

 SAP AG 2006

TERP10

12-2