SAP WBS MOD009COB New from DB 39.5.9

• The linkage of the structures is done by assigning elements of a structure to those of others
  • either here in the SAP WBS module
  • or alternatively in the Schedule module.
• The assignment can be done on each level of the task structure, i.e. both summary tasks and child tasks can be assigned separately.
• The comparison of costs/effort is done on SAP structure level (alternative structure).
  • In the Actual costs, Remaining costs and Total costs or Actual effort, Remaining effort, and Total effort fields, the costs or effort of the task resources from PLANTA project are displayed.
  • In the Actual costs SAP, Remaining costs SAP and Total costs SAP or Actual effort SAP, Remaining effort SAP, and Total effort SAP fields, the costs or effort SAP WBS elements transferred from SAP are displayed.
  • In addition, a column with deviation value is displayed for each column pair.
    • NEW Since both import of the SAP values to PLANTA project and export of PLANTA project values to SAP are done via account assignment elements, PLANTA project values are summarized via the account assignment to the SAP WBS elements. ID of the account assignment elements equates to the ID of the cost type or cost center from which the costs or effort stem. If no account assignment elements exist on costs/effort, it is not summarized to the SAP WBS elements accordingly.
• The sum line only sums up the values of all SAP WBS elements on top level. As a result of structure summarization, the values of the elements which lie below in the structure are taken into account in the sum.

Create SAP WBS Elements Manually

• Right-click on the required SAP WBS element and select Insert SAP WBS Elements from the context menu.
  • A new (empty) SAP WBS record is inserted.
• Enter the required data.
• Save.

Create and Assign Account Assignment Elements Manually

• Right-click on the SAP WBS element to which an account assignment element is to be subordinated and select Insert Account assignment element from the context menu.
• Enter the ID or the cost type or cost center from which costs/effort are to be summarized in the Account assignment element field.
• Save.

Delete SAP WBS Elements/Account Assignment Elements

• Mark the lines to be deleted.
• Click on the Delete button in the toolbar to delete the required line.

Notes

• SAP WBS elements can only be deleted if
  • it is located on the lowest structure level, i.e. if no other SAP WBS element is assigned to it.
  • no effort or cost data from SAP is available on this SAP WBS element.
  • no PLANTA project tasks are assigned to this SAP WBS element.

• The assignment of tasks to SAP WBS elements in the SAP WBS module can be done in two ways:
  • Click on the Assign tasks button.
    • The Assign SAP WBS Elements to Tasks module is opened.
    • Select the assignment for the required tasks in the SAP WBS element field
    • Save.
  • Select the Assign tasks context menu command on an SAP WBS element.
    • The NEW Select Tasks module is opened.
    • NEW Select the required tasks by activating the Select checkbox and clicking on the Assign selected objects button.
      • As a result, the tasks are assigned to the SAP WBS element on which the context menu command has been selected before.