Project type can be used for restrict authorisation and for summarisation reports (alternative hierarchy) along with dynamic selection in standard PS reports.
Project type is used to group or classify projects as required e.g.
- investment projects
- capital projects
- development projects
If you take up any standard report of PS, you will find there a dynamic selection button ( SHIFT+ F4), click on WBs master data -> give your project type there -> project / WBS give blind finder -> Execute report.
This is the best use of the project type, so, it is primarily used for reporting, building alternative summarisation hierarchies and authorisation.
It can also be used for developing customer requirements e.g. use of BADI for WBS settlement rule determination based on project type as a parameter.
If this is not used then there is no impact on PS in any
way, however I have yet to carry out a PS implementation where this field
was not used
Relation Between WBS Elements and Other Object Types
Try to analyse the following SAP tables. It will help you to know the relationship:
For project definition, please check PROJ
For WBS elements, check table PRPS
For the settlement rule, tables COBRA and COBRB
For the settlement values, refer to the cost tables COSPD and COSSD.
You can run the transaction RKACSHOW. This will lead you
to all the cost tables for a particular object.
WBS Elements Configuration
What are the relevant WBS Elements to configure?
Create Project Types for WBS Elements
IMG -> Project System -> Structures -> Operative Structures -> Work Breakdown Structure (WBS) -> Create Project Types for WBS Elements
The project type does not influence program control or
screen selection. You can use the project type as a filtering criterion
in the information system.
Specify Applicants for WBS Elements
IMG -> Project System -> Structures -> Operative Structures -> Work Breakdown Structure (WBS) -> Specify Applicants for WBS elements
You can define here Applicants for WBS elements
Specify Persons Responsible for WBS Elements
IMG -> Project System -> Structures -> Operative Structures -> Work Breakdown Structure (WBS) -> Specify Persons Responsible for WBS Elements
You can define here persons responsible for WBS elements.
Define Priorities for WBS Elements
IMG -> Project System -> Structures -> Operative Structures -> Work Breakdown Structure (WBS) -> Define Priorities for WBS Elements
You can define here priorities for WBS elements. There
are already some standard priorities defined in SAP. We will work with
them and not configure new ones.
Define
Field Selection: Work Breakdown Structures
Create
User-Defined Fields for WBS Elements
Maintain Substitutions
IMG -> Project System -> Structures -> Operative Structures -> Work Breakdown Structure (WBS) -> Maintain Substitutions
You can use substitutions to replace values and value combinations in the Project System. In addition you can define several interdependent substitution statements for future use.
