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Rev 3
STEP 1: Enter E t 9 i in th the V Version i fi field. ld Version 9 is always used for the forecast.
STEP 2: Click Cli k i in th the P Project j t fi field ld and dt type in the project number
STEP 3: Click in the WBS Element field Type in the project number along with the WBS Element.
The WBS Element consists of a project p j number and p product line suffix. In this example project 112983 is used and the WBS suffix for Mechanical Hardware 12 10 1010 is added to it it. See -12-10-1010 next page for a listing of WBS Elements.
ProductLine MHPMechanicalHardware MHPControlsHardware MHPComputerHardware MechanicalEngineeringLabor Mechanical h lEngTravel l ControlsEngineeringLabor ControlsEngTravel ComputerEngLabor ComputerEngTravel ProjectManagementLabor ProjectMgtTravel ProjectMgtOther PMScheduling/SiteMgrLabor PMScheduling/SiteMgrTravel Support/CustomerTrainingLabor Support/TrainingTravel ThirdPartyMechanicalResale ThirdPartyMechanicalResaleRack ThirdPartyControlsResale ThirdPartyComputerResale MechInstallation ElecInstallation SpecialAreas Freight Miscellaneous/Tasking
WBSElement XXXXXX12101010 XXXXXX12102010 XXXXXX12102010 XXXXXX120101 XXXXXX120101 XXXXXX120102 XXXXXX120102 XXXXXX1203 XXXXXX1203 XXXXXX1204 XXXXXX1204 XXXXXX1204 XXXXXX1204 XXXXXX1204 XXXXXX1209 XXXXXX1209 XXXXXX12111360 XXXXXX12111360 XXXXXX12112630 XXXXXX12112710 XXXXXX120606 XXXXXX120607 XXXXXX1212 XXXXXX1213
ActivityType
430100 PERS4 VC_022 430300 PERS4 VC_022 430600 PERS4 VC 022 VC_022 430500 PERS4 VC_022 VC_023 410220 PERS4 VC_022 410220 PERS4 VC_022 VC_011 VC_012 VC_011 VC_011 VC_016 VC_016 VC_021 ****
STEP 4: If you are forecasting in dollars, click the button to the left of Primary Cost ($) If you are forecasting in hours, hours click the button to the left of Activity Based Cost (hours) In this example, we are forecasting M h i lH Mechanical Hardware, d so we will ill select l t Primary Cost After you have made your selection, press the Enter key on the keyboard
NOTE: It is important that you press the Enter key because it will verify the data you have entered entered, add descriptions descriptions, populate the project dates, and enable the proper field at the bottom of the page
STEP 5: Enter the value category that corresponds to the WBS Element being used. Here we used VC_010 for hardware.
STEP 6: Press Enter on the keyboard, this will automatically update the Cost El Element t Click the Execute button
This is a sample of what the forecast screen will look like. See the Appendix at the end of this training for a description of all the fields. Please review the Appendix information before proceeding.
STEP 7: Make the necessary adjustments to the forecast values in the data entry window
STEP 8: After you have completed the forecast for this WBS element click the save button (either the save icon or the execute button) Click the green back arrow
STEP 9: The next steps will show how to forecast a WBS element for labor. Click in the WBS Element field As in Step S 3, type in the project number along with the WBS Element. The WBS Element consists of a project number and product line suffix In this example project suffix. 112983 is used and the WBS suffix for Mechanical Engineering -12-01-01 is added to it. Again, revert back to the listing of WBS Elements.
STEP 10: In this example, we are forecasting Mechanical Engineering labor labor, so we will select Activity Based Cost (hours) After you have made your selection, press the Enter key on the keyboard
NOTE: It is important that you press the Enter key because it will verify the data you have entered entered, add descriptions descriptions, populate the project dates, and enable the proper field at the bottom of the page
STEP 11: Click Cli k i in the h C Cost C Center fi field ld and d enter the cost center that corresponds to the WBS Element being used. In this example cost center 430100 is used for Mechanical Engineering labor. Click in the Activity Type field and t type in i PERS4. PERS4 Thi This activity ti it t type will always be used for all labor forecasts.
STEP 12: Press P E Enter on the h k keyboard b d Click the Execute button
STEP 13: Make the necessary adjustments to the forecast values in the data entry window
NOTE: The dollar equivalent for the hours is shown for reference purposes
STEP 14: After you have completed the forecast for this WBS element click the save button (either the save icon or the execute button) To update the corresponding dollar amounts click the refresh button after saving the forecast Click the green back arrow
STEP 15: Proceed in the same manner for all of the WBS elements that you need to forecast
DEMATIC
APPENDIX
19
DEMATIC
Controlling Area, always US01 for North America Project number WBS that you are currently forecasting description of the WBS is below the field Project start date as defined in SAP in screen CJ20N Project j Builder Project end date as defined in SAP in screen CJ20N Project Builder Sum of S f the th entries t i from f the th forecast f t data d t entry window, in US Dollars Value from last forecast If forecasting hours, then this is the sum of the entries from f the forecast f data entry window in hours (it will be blank otherwise)
20
DEMATIC
Value category with description Cost element with description. This is populated automatically by the Value category. If forecasting f i hours, h this hi i is the h C Cost center for which the hours are being forecasted Forecast finished box checked shows the forecast is done (This is only optional) This is the date the forecast was l t completed. last l t d The activity type PERS4
21
DEMATIC
Total actual cost incurred on the WBS Element to date (In US Dollars)
Total anticipated cost (sum of the entries from the forecast data entry window) (In US dollars) Total updated budget (In US Dollars)
Variance between the updated budget and the sum of actuals and planned (In US Dollars)
22
DEMATIC
Above is the data entry window for the forecast. The white fields are available for data entry. They are defined as the current month through the project end date. IMPORTANT NOTE: The periods across the top are the financial periods (October is period 01). The fields in the prior months will show actual cost incurred incurred.
23
DEMATIC
This button clears all entry fields (Do not click this or you will clear all your forecasts)
NOTE: Make sure you save the forecast before exiting the screen!
24
PM or ENG Practitioner listed Projected date of additional orders from ENG listed if known
Report is displayed as a weekly ship schedule Weeks numbered and dated ( (Fridays y date) ) Prior = Past Due Data is color-coded to ID status Black Ordered by ENG and scheduled by MFG Blue Ordered by ENG in ELM, ELM not yet scheduled These two are termed Released Backlog Red Not yet ordered by ENG (value based on quote or ENG estimate)
Unreleased Backlog
The remaining balance requires input from PMs and ENGs (help define volume and timing) Initially based on contracted/quoted Mechanical Hardware amount Refined and updated as ENG narrows definition of equipment needed for project ENG feedback necessary for accuracy
Forecasting Scheduled shipments should be assumed to become actual cost as scheduled Example: For 115083: March = $0, April = $805,429 This includes $21,370 of releases in ELM not yet scheduled Add the ENG estimated value of any equipment not yet ordered The following backlog report will show the update unreleased backlog (total forecast released backlog = unreleased backlog) If the total equipment needed for a project is clearly over or under the quoted volume, forecast the actual total The potential under-run balance will remain in the project until completed, but not as forecasted shipments
Project Tracking PM / ENG Practitioner can verify Shipping schedules support on-site requirements Segment shipping/delivery sequence View segment detail with /SIE/SL_MARK_STATUS (Mark Shipping Status Report) (Continued on next slide)
Segment S t Detail D t il i in th the M Mark k Shi Shipping i St Status t R Report t Select segment View in /SIE/SL_MARK_STATUS (Mark Shipping Status Report)
Enter Segment Remaining settings will auto populate
Segment detail Displays segment by material and QTY Corresponds with the schedule and volume shown in the Backlog Report
Rev 3
1. Enter transaction YMM100 in the transaction field 2. Click the Enter button or hit Enter on the keyboard
Execute transaction YPRJNETREC Project Net Receivables Enter E the h project j number b The date will default to todays date
5. Click the Execute button 3. Enter the project number in the Project field
6. Click the Green Check button to pass through this box or hit Enter
This is the standard report layout that comes up once the report is finished f loading See next page for a description of the important columns on this report
5
Rev 3
Step 1 Enter transaction YLF and hit enter OR enter transaction YLFM for a labor forecasting SAP menu as shown below and double click YLF
Step 5 To begin entering projects to forecast, click the Add Project icon Meaning of Icons: Use the Previous Screen icon to go back to previous screen U th Use the E Exit it F Forecast t i icon t to exit it the th f forecast t Use the Enter Detail Screen icon to enter network/task(s) forecasted Use the Add Cost Center icon to input a cost center to forecast Use the Save Save icon anytime changes are made or they may be lost Use the Delete icon to delete a projects (or network/tasks) from list Use the ACTIVE Projects icon to see only project with active status Use the ALL Projects icon to also see projects you are no longer forecasting (you may delete these using the delete icon)
Step 8 Highlight the task to forecast against and click OK Highlight multiple tasks by using the Ctrl key
Any network/task displays the following per WBS: As-Sold (pv7) Cost As-Sold (pv7) Hrs Forecasted (p (pv9) ) Hrs Planned (YLF) Hrs Total Actual Hrs
Step 9 Begin adding employees to the network/task by highlighting the row and clicking the Add Emplo Employee ee icon
Step 10 Enter the employee name to find or expand their supervisor to manually select them ( (as shown) ) Highlight the employee to add and click OK Multiple employees can be added by using the Ctrl key
Step 11 Enter hours for employees in desired months The Utilization grid will update per employee/month by clicking in the month and hitting enter Forecast the next twelve months by clicking the Next 12 Months icon Expand/collapse all network/tasks by using the Expand All All Collapse Collapse All All icons Expand
Step 12 Save data prior to exit by clicking the Save Data Changes icon Exit labor forecasting by clicking the Exit Forecast icon Forecast Go back to the overview screen by clicking the Previous Screen icon
Step 13 The project of the network/task added will display on the Overview screen along with a sum of forecasted hours per month for section only To add a new project do it from this Overview screen and follow steps 6 8 To add a cost center click the Add Cost Center icon
Step 16 Highlight the network task to forecast against and click OK Multiple tasks can be added by using the Ctrl key
Step 17 To add employees highlight the row of the cost center and click the Add Employee icon To add all the employees in your section, select the first employee hold the Shift key down select the last employee Click OK once selected
Step 18 Begin forecasting against the employees pop-up p p shows direct p plus indirect Notice the Utilization p forecasted hours if relevant (Util triggered by hitting enter) SAVE when done with forecast and go back to previous screen
Modify y forecast to a project p j listed by y clicking the Enter Detail Screen icon To exit click the Exit Forecast icon
Delete Project: Step 1 Highlight the project to delete and click the Delete icon
Delete Task: Step 1 Highlight the task to delete and click the Remove Task icon
Delete Task: Step 2 Click Cli k Yes Y t to d delete l t t task kf from forecast
Delete Employee: Step 1 Highlight the employee to delete and click the Remove Employee icon
Enter transaction YLFM to retrieve the labor forecasting transactions. YLFM directs you to maintenance and reports. Maintenance: YLF = where you enter the labor forecasting Reports: YLF_UTIL_PROJ (employee utilization by project) YLF_UTIL_DEPT (employee utilization by department) YLF_UTIL_SECT (employee utilization by section) YLF_UN_HRSP (unassigned hours per project) YLF_UN_HRSD (unassigned hours per department) YLF_UN_HRSS (unassigned hours per section) YLF_ACTUAL_PLAND (actual/planned by department by network) YLF_ACTUAL_PLANE (actual/planned by department by employee) YLF_ACTUAL_PLANS (actual/planned by section) **Note reports are fiscal calendar based
SDGACE
1/24/2011 08:32:10 AM
Amount UOM US$ US$ US$ HR US$ HR US$ HR US$ HR US$ HR US$ US$ US$ US$ US$ US$ US$
Rate
Total $
% of Total
% of Mech Hdw 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
% of Ctrl Hdw
Total : Description Base Warranty (Non Hardware) E tended Warranty Extended Warrant Cost Supply Chain Consult Volume Protection Markup U JKB.DSK $ Specific Risk General Risk - 2.1% Finders Fees Escrow Account Funds License Fee Commodity Price Escalation Regional Tech Walmart Fund Conventional Equipment Markup MCS Conveyor MCS Special Components (RAT, SWD, Etc...) Amount UOM US$ 0 US$ 0. 0. HR 0. US$ 0. US$ 0. US$ US$ 0. US$ 0. US$ 0. US$ 0. US$ 0. US$ 0. US$ 0. US$ 0. FT 0. EA Rate 0.005 0 000 0.000 0.000 1.000 1.000 0.000 0.021 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 Total : Adjustments: Gross Profit: Customer Sell Price: Customer Service: Finance Charge, Tax, Insurance, Bonds: Price to Customer: 0. 0. 0. 0. 0. 0. 0. 0. 0. $0. 0 0. 0. 0. 0. 0. Total $
123456
Description
Amount UOM
Rate
WBS Description
Value Category Or Cost Center VC_010 VC_010 430100 VC_022 430300 VC_022 430600 VC_022 430500 VC_022 VC_023 430510 VC_022 410220 VC_022 VC_011 VC_012 VC_011 VC_011 VC_016 VC_016 VC_021 ****
Activity Type
PERS4 PERS4
**** Value Category depends on what is to be entered here. Verify with Project Controlling
**** Value Category depends on what is to be entered here. Verify with Project Controlling
123456
**** Value Category depends on what is to be entered here. Verify with Project Controlling
Intergrated System
For true integrated systems (e.g, contains more that one of the following content: AGV, SRM, PS) use the WBS and Value Category assigned above)
General Construction
General Construction US$ Total : XXXXXX-12-48 VC_016 0.00%
123456
Supplementary Cost
Description Base Warranty (Non Hardware) Extended Warranty Cost Supply Chain Consult Volume Protection Markup U JKB.DSK $ Specific Risk General Risk - 2.1% Finders Fees Escrow Account Funds License Fee Commodity Price Escalation Regional Tech Walmart Fund Conventional Equipment Markup MCS Conveyor MCS Special Components (RAT, SWD, Etc...) Rebate Finance Charges Amount UOM US$ 0. US$ 0. HR 0. US$ 0. US$ 0. US$ US$ 0. US$ 0. US$ 0. US$ 0. US$ 0. US$ 0. US$ 0. US$ 0. FT 0. EA 0. FT 0. EA Rate 0.005 XXXXXXW-12-60-1011 0.000 XXXXXXW-12-60-1011 0.000 XXXXXX-12-04 1.000 1.000 0.021 not entered not entered not entered VC_036 VC_036 430500 not entered not entered VC_023 not entered VC_032 VC_011 VC_023 VC_010 VC_023 VC_023 VC_023 VC_023 VC_023 VC_032 VC_023 PERS4
0.000 XXXXXX-12-04 0.000 XXXXXX-12-12 0.000 XXXXXX-12-11-2710 0.000 XXXXXX-12-04 0.000 XXXXXX-12-10-1010 0.000 XXXXXX-12-04 0.000 XXXXXX-12-04 0.000 XXXXXX-12-13 0.000 XXXXXX-12-13 0.000 XXXXXX-12-13 0.000 XXXXXX-12-12 0.000 XXXXXX-12-04 Total : Adjustments: Gross Profit:
Customer Sell Price: Customer Service: Tax, Insurance, Bonds: Price to Customer: