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    Umoja Job-Aid Create Project Cost Plan v1 20160309

    Uploaded by

    Annapureddy Srinivasa Reddy
    This document provides instructions for creating project cost plans in Umoja. It explains that cost plans are entered manually for each work breakdown structure (WBS) element in lump sum amounts for tracking and reporting purposes. The steps are: 1. Access transaction code CJ40 and select the "Cost Planning" option. 2. Enter cost plan values for each calendar year at the lowest WBS element level. 3. Select the "overall" period and copy cumulative percentages to calculate total project cost plans. 4. Click "Check" and "Save" to validate and save the cost plan entries.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Umoja Job-Aid Create Project Cost Plan v1 20160309

    Uploaded by

    Annapureddy Srinivasa Reddy
    146 views7 pages
    This document provides instructions for creating project cost plans in Umoja. It explains that cost plans are entered manually for each work breakdown structure (WBS) element in lump sum amounts for tracking and reporting purposes. The steps are: 1. Access transaction code CJ40 and select the "Cost Planning" option. 2. Enter cost plan values for each calendar year at the lowest WBS element level. 3. Select the "overall" period and copy cumulative percentages to calculate total project cost plans. 4. Click "Check" and "Save" to validate and save the cost plan entries.

    Original Description:

    Umoja Job-Aid Create Project Cost Plan v1 20160309

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    This document provides instructions for creating project cost plans in Umoja. It explains that cost plans are entered manually for each work breakdown structure (WBS) element in lump sum amounts for tracking and reporting purposes. The steps are: 1. Access transaction code CJ40 and select the "Cost Planning" option. 2. Enter cost plan values for each calendar year at the lowest WBS element level. 3. Select the "overall" period and copy cumulative percentages to calculate total project cost plans. 4. Click "Check" and "Save" to validate and save the cost plan entries.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    146 views7 pages

    Umoja Job-Aid Create Project Cost Plan v1 20160309

    Uploaded by

    Annapureddy Srinivasa Reddy
    This document provides instructions for creating project cost plans in Umoja. It explains that cost plans are entered manually for each work breakdown structure (WBS) element in lump sum amounts for tracking and reporting purposes. The steps are: 1. Access transaction code CJ40 and select the "Cost Planning" option. 2. Enter cost plan values for each calendar year at the lowest WBS element level. 3. Select the "overall" period and copy cumulative percentages to calculate total project cost plans. 4. Click "Check" and "Save" to validate and save the cost plan entries.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    You are on page 1of 7

    Create a Project Cost Plan

    Job
    Aid

    Table of Contents
    Overview ......................................................................................................................................... 2
    Objective ......................................................................................................................................... 2
    Enterprise Role & T-Codes .............................................................................................................. 2
    Steps to maintain data for Thematic Assignment fields ................................................................. 2
    Identify data for Thematic Assignment ...................................................................................... 2
    Prepare data in Excel sheet ........................................................................................................ 3
    Update tables ZPJV_ASSG1_MV and ZPJV_ASSG2_MV in Umoja .............................................. 4

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    Create a Project Cost Plan

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    Overview
    Umoja users can define cost plans for each Project Structure by entering plan values for each
    WBS element. Please note that the creation of a project cost plan should only be done for
    tracking and reporting purpose as it remains within the Controlling module; the cost plan is
    standalone and will not feed into any budget formulation or a budgeting process.
    The cost plan is entered manually for each WBS element, in lump sum amounts, and does not
    refer to specific cost elements such as equipment, contractual services or staff costs. A separate
    cost plan can be entered for each year in which a specific WBS element is active.
    The cost plan is a different concept from the release budget. A cost plan entered on a WBS
    element does not allow for any spending.

    Objective
    This job aid explains how users assigned to Enterprise Roles Project Management User and
    Project Management Approver can create yearly project costs plans for WBS elements under
    their purview.

    Enterprise Role & T-Codes


    This Job Aid refers to the following T-Code, roles and tables
    Role
    PROJECT_MANAGEMENT_APPROVER
    PROJECT_MANAGEMENT_USER
    FACILITIES_APPROVER
    FACILITIES_PLANNER
    LEASE_CONTRACT_APPROVER
    LEASE_PROCESSOR

    Umoja Job Aid Create Project Cost Plan v1

    T-Code
    CJ40
    CJ40
    CJ40
    CJ40
    CJ40
    CJ40

    Umoja Training

    Tables
    BPEJ/ BPEG
    BPEJ/ BPEG
    BPEJ/ BPEG
    BPEJ/ BPEG
    BPEJ/ BPEG
    BPEJ/ BPEG

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    Create a Project Cost Plan

    Job
    Aid

    Steps to create a project cost plan


    1. Enter T-Code CJ40 in the Command field. Select execute.

    2. Enter the Project Definition ID of the project you want to plan for. Then, select the Cost
    Planning option.

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    Create a Project Cost Plan

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    3. On the Change Cost Planning: Annual overview screen, select Element Overview to
    see all WBS element.

    4. Using the drop down labelled Period, select each calendar year for which you want to
    plan, and enter the relevant annual cost plan values at the lowest WBS element level.
    Validate the data by selecting enter before moving to another calendar year.
    Please note that is only required to enter amounts for the lowest level WBS elements, as
    the planned values will roll up automatically upon saving.

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    Create a Project Cost Plan

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    5. After you have entered the plan for each calendar year, you should calculate the overall
    project cost plan values. Thus, select the Period overall from the drop down.
    6. Then, go to Edit > Select > Select all

    7. Afterwards, select Edit > Copy View. Select 03-Cumulative

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    Create a Project Cost Plan

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    Aid

    8. Select 100,00 Percentage and the Overwrite option.

    9. Click the Check


    icon to confirm the data was entered properly. This will also
    update the upper level nodes.

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    Create a Project Cost Plan

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    Aid

    10. Click the Save


    status bar.

    icon. The successful status of the save should be indicated in the

    Revision History (Soft Copy only)


    Date
    15/03/2016

    Umoja Job Aid Create Project Cost Plan v1

    Version

    Prepared by

    Description

    Luc Debrun

    Initial Draft

    Umoja Training

    7/7

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