Project – SUGAM
End User Manual
Project System
DOCUMENT DETAILS
PROJECT NAME MODULE Business Scenario:
SUGAM PROJECT SYSTEM PROJECT SYSTEM
MODULE LEAD – BSPTCL MODULE LEAD – YASH PROCESS OWNER
Sri. Rakesh Kumar Sri. Praveen
BBP NUMBER AS PER BPML PROCESS NAME
PROJECT SYSTEM
AUTHORS & PARTICIPANTS
Role Name
Sri. Praveen – AEE Projects-II
Sri. Abhinav Basu – AEE Project
Sri. Atul Kumar Jha – JEE Projects
Core Team Members
Ms. Shweta Nirmata – AEE (P&E)
Ms. Kshitijaa Ranjan – AEE Projects-I
Smt. Swati Suman – Asst. Manager IT
Consultant Macha Ambarish Babu
Sri. Praveen
Business Process Owner
REVISION HISTORY
Date Document Document Revision Description Author Reviewer
Version
23.09.2019 0.1 User Manual Preparation M Ambarish Babu
Project – SUGAM
End User Manual
Project System
1. Project Builder
SAP T-code CJ20N
Type Transaction Code CJ20N and Click on Tick button or Press
Process
Enter key.
SAP T-code CJ20N
Observe the three Project builder areas which will be used in
Process
Project Builder
Project Structure Area
Work Area
Worklist Area – Previously created
Projects and Templates
Project – SUGAM
End User Manual
Project System
Create New Project definition:
SAP T-code CJ20N
Click on create button and select project to create new Project
Process
definition
SAP T-code CJ20N
Type the starting value of the project then press F4 to find the next
Process available number. Provide the project definition description.
Press enter after choosing the relevant project profile.
Project – SUGAM
End User Manual
Project System
System will propose the next number of Project
Project – SUGAM
End User Manual
Project System
SAP T-code CJ20N
Observe the Project definition symbol, Basic data Tab, Select
Person Responsible from dropdown (f4), Enter required Plant &
Process
relevant Profit center. See the System Status as CRTD (CREATED)
& enter NIT Details in the tab
Select the Required Person responsible for the Project from F4
Project – SUGAM
End User Manual
Project System
Select the Plant from F4
Enter Project Start Date & Finish Date and select the Profit Center from ZMMPC01 T code related to
Plant
Project – SUGAM
End User Manual
Project System
1.1 Create L1 WBS Element:
SAP T-code Action
Process Right click on Project definition→ Create → WBS element
1.2 Create L2 WBS Elements:
SAP T-code CJ20N
Open the recently created project by double clicking the same in
Worklist. Create one WBS element at level 2 under SSTR/18.19 by
Process
clicking on level 1 WBS element and follow the same process as
above and change the Plant as per the requirement
Project – SUGAM
End User Manual
Project System
2. Create Network:
SAP T-code CJ20N
Right click on WBS element – CGSS/18.36.01.01→Create→ Network
→ Type in Network description i.e. Bay 1. Select the relevant
Process network profile and press Enter.
Observe the network symbol, control tab and Save. Network
number will be generated after saving
Project – SUGAM
End User Manual
Project System
2.1 Create Network Activity:
SAP T-code CJ20N
Right click on Network → Create→Activity (Service). Type Activity
Process
description. Enter all the required details then press Enter.
SAP T-code CJ20N
Select Service no. from F4 help then press Enter to get the
Process description. Select required Service code and enter the quantity and
price will be taken automatically.
Project – SUGAM
End User Manual
Project System
Project – SUGAM
End User Manual
Project System
2.2 Create Network Activity:
SAP T-code CJ20N
Right click on Network →Create→ Activity(internal)→Type Activity
Process
description
SAP T-code CJ20N
Select Network Activity just created→Component Overview in work
Process
area
Project – SUGAM
End User Manual
Project System
Enter the material code manually or select from F4 help. Enter the required quantity.
Enter the mandatory details as shown and Save.
SOR Price is fetched from Material Master.
Project – SUGAM
End User Manual
Project System
System will generate the Auto Reservation number
Long Text which is entered in Material Master under Purchase Order Text will be displayed in CJ20N
screen under Activity in Long Text Tab
Project – SUGAM
End User Manual
Project System
3. Project Estimation:
SAP T-code ZPSEST
Select Project Type and Enter Project Number, select Material (Supply) radio button then
Execute
Enter required Taxes and then click on Calculate Tax button then save.
Note:
Calculate tax: If this radio button is not selected after entering tax percentages system will
not calculate the tax value.
Save Data: After Calculating Tax, data should be Save.
Project – SUGAM
End User Manual
Project System
Select Project Type and Enter Project Number, select Service (Erection) radio button then
Execute
Enter required Taxes and then click on Calculate Tax button then save.
Project – SUGAM
End User Manual
Project System
Select Project Type and Enter Project Number, select Total Project Cost radio button then
Execute
Enter required Taxes and then click on Calculate Tax button then save.
Project – SUGAM
End User Manual
Project System
Select Project Type and Enter Project Number, select Total Estimation radio button then
Execute
From Here FLM Process starts
Project – SUGAM
End User Manual
Project System
4. Project Consolidation:
SAP T-code ZPSCONSOL
Enter Project Number check the Pre-approved Project Details.
System will show the Pre-approved project details
If you add / Delete materials in Project, system will show the data in Addition/Deletion
radio button
New Material Added/Deleted
Project – SUGAM
End User Manual
Project System
New Service Added/Deleted
Note: After adding/Deletion of Materials /Services in Project then go to t code
ZPSEST add the Taxes for new items .If Taxes are not added system will not display
the added/deleted data in T code ZPSCONSOL under Addition/Deleted radio button.
System will show the Added items with Green Color and deleted items with Red Color
System will differentiate with “X” indicator in respective fields
Project – SUGAM
End User Manual
Project System
Post Approved: After all Approvals (addition/Deletion of Materials/Services) system will
remove the deleted materials/Services and will show the data.
Neither Project should approved /rejected and to be saved. System will not allow to release
Project in CJ20N
Project – SUGAM
End User Manual
Project System
If you double click on the Consolidation value after saving the data system will show the
breakup of the displaying amount with Taxes
For Approved /Rejected Projects
Project – SUGAM
End User Manual
Project System
Project – SUGAM
End User Manual
Project System
From Here FLM Process starts
5. Create Investment Program definition:
SAP T-code IM01
Process Enter IM01 in Transaction box and click Enter or Tick symbol
SAP T-code IM01
Process Type New Inv. program Name, Approval year and Select Program
type from drop down button (or press F4 Key) and press Enter
Project – SUGAM
End User Manual
Project System
SAP T-code IM01
Process Select Fiscal Year Variant – V3 and currency – INR and press
SAVE button
SAP T-code IM01
Process Observe the Inv Program definition created in the left hand
Project – SUGAM
End User Manual
Project System
bottom notification
5.1 Create Top Position ID:
SAP T-code IM11
Process Type IM11 in the Transaction Box and press Enter button. Select
Inv. program from dropdown (f4) select approval year and Type
New Position ID and press Enter button
SAP T-code IM11
Process Enter Organizational units – Controlling Area and press SAVE
Project – SUGAM
End User Manual
Project System
button – System creates new Inv Prog Position ID
5.2 Change Investment Program Structure:
SAP T-code IM22
Process Type IM22 in Transaction Box. Select Inv. Program from
Project – SUGAM
End User Manual
Project System
dropdown and select Approval year and press Enter.
SAP T-code IM22
Process Select Top level Inv. Program position id and create new and
Type New position id under Top level position id, Select check
button and copy button
Project – SUGAM
End User Manual
Project System
Project – SUGAM
End User Manual
Project System
Project – SUGAM
End User Manual
Project System
5.3 Change Original Program Budget:
SAP T-code IM32
Process Type IM32 in Transaction Box
Project – SUGAM
End User Manual
Project System
SAP T-code IM32
Process Select Inv. Program, Position ID and Approval year and press
Enter
SAP T-code IM32
Process Give Budget for Lower level position ids and total up to the Top
level Program position id using F9 or ‘Edit’ -> ‘Total Up’ in the
menu bar.
Project – SUGAM
End User Manual
Project System
Project – SUGAM
End User Manual
Project System
6. Assign Investment Measure (Project) to Inv. Program Position id
SAP T-code CJ20N
Select L1 WBS element→Edit→WBS element→Investment
Process
program→Investment program position id
SAP T-code CJ20N
Process Select relevant Investment program, Position id from F4 and
approval year then Save.
Project – SUGAM
End User Manual
Project System
Project – SUGAM
End User Manual
Project System
7. Allocate Budget to Investment Measure (Project):
SAP T-code IM52
Process Type IM52 in the Transaction box
SAP T-code IM52
Process Select relevant Investment program, Position id and approval
year, Select ‘Original’ Radio button to provide budget
Project – SUGAM
End User Manual
Project System
SAP T-code IM52
Process Provide the budget at Overall and Annual level accordingly. Save.
Project – SUGAM
End User Manual
Project System
7.1 Assign budget to lower level WBS elements:
SAP T-code CJ30
Process Enter CJ30 to open project budgeting
Project – SUGAM
End User Manual
Project System
SAP T-code CJ30
Observe that L1 WBS element already has budget which is from
Investment Management transactions and it’s in grey mode (non-
Process
editable). Here, input the budget to lower level WBS elements as
required.
Project – SUGAM
End User Manual
Project System
7.2 Budget Release
SAP t-code CJ32
Process Enter Project Definition
Enter the amount to be released
Project – SUGAM
End User Manual
Project System
8. Project Release: Project Execution
SAP t-code CJ20N
Select relevant WBS Element→select Edit
Process
TAB→Status→Release→Check the Status in System Status field
IF Project is Rejected:
If you try to release rejected projects system will show below error
Project – SUGAM
End User Manual
Project System
IF Project is approved:
If Project is approved system will show the below message after release
Click Save after project release.
After Project Release System will generate PR number
By Using PR Number Procurement Process will start
Project – SUGAM
End User Manual
Project System
9. Activity Confirmation
SAP T-code CJ20N
Select the Internal Activity →Select Edit TAB→Select
Activity→Select Confirm – System takes user to the next screen
where Posting period and Actual work carried out dates needs to be
Process entered→Select Finalconf. Tick mark if activity is 100%
completed→select back button(green color) to get back to Project
Builder Screen and →SAVE and check the System statuses (CNF) –
confirmation carried out
Select Activity follow below Procedure
Project – SUGAM
End User Manual
Project System
Project – SUGAM
End User Manual
Project System
10. Period End Closing activities: Settlement of network costs to
WBS Element
SAP T-code CJ88
Enter the t-code. Input the Project or WBSE number→Enter the
Process
parameters→Select check box for Detail List→Execute
Project – SUGAM
End User Manual
Project System
Project – SUGAM
End User Manual
Project System
10.1
SAP T-code CJ20N
Open relevant project. Select WBS Element→Select Edit →Select
Process
Costs→Select Settlement rule→Go back→Observe the system status
Project – SUGAM
End User Manual
Project System
SAP T-code CJ88
Process Click on Details list. WBS element collected the costs as receiver
Project – SUGAM
End User Manual
Project System
10.2 Period End Closing activities: Settlement of AUC costs to Fixed
Asset
SAP T-code CJ88
Enter the t-code. Input the WBS element→Enter the
Process parameters→Select check box for With hierarchy, With Orders and
Detail List →Execute
Project – SUGAM
End User Manual
Project System
Project – SUGAM
End User Manual
Project System
10.3 Project Status: Technically Completed & Close Project or WBSE
SAP T-code CJ20N
Enter the t-code. Input the Project Number→Edit →
Process Status→Completed technically →Set and observe the Message and
Save
