CPD, Project Workspace

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Created on January 27, 2017

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Table of content

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Table of content
1 CPD, Project Workspace

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1 CPD, Project Workspace

Technical Data
Technical Name of Business Function

/CPD/CA_CPD_PWS_1

Type of Business Function

Enterprise Business Function

Available From

SAP enhancement package 6 for SAP ERP

Application Component

Project Workspace (CA-CPD-WS)

Required Business Function

Not relevant

You can use this business function to:

View cross-project information
Add business objects to master projects
Create, assign, and maintain user-defined attributes for master projects and related business objects
Set up master project teams and assign members, roles, and responsibilities
Define resource-specific rates, schedule billing events, and create billing documents
Create status reviews and set current statuses and trends
Navigate to the transactional documents linked to business objects
View cross-project, analytical information
Attach documents to master projects and related business objects
Plan costs and revenues for business objects assigned to master projects
Log issues and change requests for master projects
As of SP03, this business function allows you to:
Create contact persons at the master project level
Create milestones and milestone checklists for master projects
Streamline access to project-related data and functions based on the roles and responsibilities of project members, using the access control framework
of SAP Commercial Project Management (CA-CPD)
Use the changed functions provided in the following areas:
Cross-Project View
Documents
Status and trends
Launchpad
Reporting attributes
Team responsibilities

Integration
Function

Application Component

Project cost and revenue planning

Project Cost and Revenue Planning (CA-CPD-FP)

Updates to project issues and changes

Project Issue and Change Management (CA-CPD-PCM)

Information about opportunities

Customer Relationship Management (CRM)

Information about work breakdown structures (WBS), networks, and activities

Project System (PS)

Information about purchase requisitions, purchase orders, service entries, and

vendor invoices

Materials Management (MM)

Information about sales orders, sales contracts, debit memos, invoices, and billing

Sales and Distribution (SD)

Information about objects in Collaboration Projects (cProjects)

Collaboration Projects (CPR-XRPM)

Prerequisites
You have installed the following components as of the version mentioned:
Type of Component

Component

Software Component

CPD 1.0

Required for the Following Features Only

EA-APPL 606
SAP_APPL 606
SAP_BS_FND 731
SAP_BW 731
PICM 1.0 (only required for Project Issue and
Change Management )
SAP NetWeaver

SAP NetWeaver 7.03

Additional Components

SAP BusinessObjects Analysis, edition for Microsoft

Office 1.3 (only required for Project Cost and
Revenue Planning )

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Features
Cross-Project Information
The cross-project view provides an option to search for master projects, information on key dates, actual and planned values for key performance indicators
(KPIs) such as cost, revenue, margin, percentage of completion (POC), work in progress (WIP), and alerts for default or personalized conditions. In this view,
you can display information about the latest status of the master project and the evolving trend. This view allows you to personalize categories, KPIs, and
alerts.
As of SP03, you can:
Move or copy master projects from one category to another (using the context menu).
Personalize the navigation sequence in a flexible manner; for example, the first 3 items in the navigation sequence can be personalized to display
frequently accessed menu items.
Personalize the sequence of master projects in manually created categories ( Cross-Project View Options
Sequence Settings .
Navigate to financial plans, contact persons, and milestone checklists

Master Project and Related Object References

You can use the master project to link together all the business objects that are used in a typical real-world project. For example, the master project is used to
link objects such as cProjects, Project System (PS) project structures, CRM opportunities, sales orders, contracts, quotations, and inquiries. You can assign
business objects from SAP and non-SAP systems using Business Add-Ins (BAdIs). You can define master project structure views to display a complete or
limited hierarchy of business objects that are linked through the objects assigned to master projects. You can use the master project structure to view
procurement information about purchase orders, open purchase requisitions, invoices, and service entry sheets that have not been released. You can view
commercial information such as sales orders, billing plans, invoices, debit memos, and aged debt. You can assign the responsibility of business objects to
project team members, view documents attached to business objects, and process master projects in the Project Workspace . Through integration with
Project Cost and Revenue Planning (CA-CPD-FP), you can create financial plans for master projects and the assigned business objects. You can also
manage change requests and issues related to master projects through the integration with Project Issue and Change Management (CA-CPD-PCM).

Project Reporting Attributes

You can create customized fields to record additional information for master projects and related business objects. For example, a project manager can use
additional fields to record information such as the financial risk of a master project or the type of work that is recorded against a network activity (PS). As of
SP03, you can define reporting attributes for multiple structure items in a tabular view.

Teams, Members, Roles, and Responsibilities

You can set up teams that are responsible for various aspects of planning and executing master projects Identify the roles for each task, and assign members
to each role. You can assign the responsibility for related business objects, such as sales orders and network activities, to individual team members. You can
quickly set up teams by copying the team structure, roles, and members from one master project to another.
As of SP03, you can:
View the master project hierarchy with the subordinate team structures.
Assign roles, responsible teams, or persons to the master project structure.
View responsible persons when you choose a specific subobject in the master project structure.
You can enable team status using the Specify Parameters function in the Team Structure view.

Commercial View
You can preview a consolidated overview of the commercial aspects of a master project, including the document flow. You can view the status of sales orders
and contracts associated through the related business objects of a master project. This function also allows you to view open billing plan items, unpaid
invoices, debit memo requests, and a consolidated report of outstanding payments from customers.

Procurement View
You can view the purchase orders and open purchase requisitions for a structure element in the master project structure (execution structure). For a selected
purchase order, you can view the list of non-released service entry sheets, open invoices, and the purchase history.

Project Rate Card and Billing Plan

You can use the Rate Card Editor to create your own rate cards for sales orders. You can use the Billing Plan Manager to schedule planned billing, fixed
price billing, or resource-related billing events. You can use the Billing Plan Cockpit to create debit memo requests for scheduled billing events.

Project Review and Status Monitoring

You can customize statuses and trends to reflect your business environment and also use these statuses and trends to create templates that can be used for
review processes. You can create and update project statuses using icons and detailed comments. You can view a log of status changes and comments.
As of SP03, you can:
Use the Deactivated status to indicate that a particular status is no longer valid and that the user can create a new status for the same review period
Enable the team status using the Specify Parameters function in the Team Structures view
Generate, store, and e-mail status reports in the PDF format
View the team responsible in the Status and Trends screen

Business Objects and Transactional Information

You can search for and categorize master projects into logical groups, for example, groups based on project size or risk. You can preview master projects with
reference to configurable business KPIs derived from related business objects and receive on-screen alerts. You can also override default alerts and

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personalize alert conditions. The current status of master projects along with a summary of the most recent status updates are provided. You can navigate to
Project Workspace to work on specific master project objects, teams, or carry out commercial or procurement-related activities. As of SP03, you can create
business objects using the Launchpad and enable the display of recently created business objects (this function is enabled for Sales and Distribution (SD)
orders, SD contracts, SD inquiries, and PS projects).

Embedded Analytics
The following analytical reports are available:
Project Cost Status
Project Cost Status ( Project Cost and Revenue Planning scenario) (integration with Project Cost and Revenue Planning )
Work in Progress
Progress Analysis
Aged Debt
Financial Analysis (integration with Project Cost and Revenue Planning )
Distribution Analysis (integration with Project Cost and Revenue Planning )
Detailed Analysis (integration with Project Cost and Revenue Planning )
Categorization by Priority (integration with Project Issue and Change Management )
Overall Project Cost and Revenue Situation (integration with Project Cost and Revenue Planning and Project Issue and Change Management )
Project Cost Item Details (integration with Project Cost and Revenue Planning and Project Issue and Change Management )

Attachments
You can upload attachments (for example, documents) and URLs to master projects. You also can create folders to organize the attachments of master
projects.

Documents View
You can view documents attached to a business object in the master project structure or view the business objects that contain attachments. You can also
navigate to Document Management System (DMS) and view each attachment. As of SP03, you can display the attachments that you had uploaded to
master projects from the detailed view.

Project Cost and Revenue Planning

You can create financial plans for master project phases such as bid and execution, in addition to other functions such as forecasting and analytical reports.
For more information, see CPD, Project Cost and Revenue Planning.

Project Issue and Change Management

You can use the Project Issue and Change Management (CA-CPD-PCM) application for functions related to the management of issues and change requests
for master projects.
For more information, see CPD, Project Issue and Change Management.

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