Procedure
1. Start the transaction using the menu path or transaction code.
2. Review the following section to get familiar with the Project Builder Purpose:
2.1 The Project Builder is a user-friendly method of accessing the Project System, which enables a user to edit your projects quickly and efficiently.
2.2 Its clear screen structure, split into three, and the ease with which a user can use it, combine to provide a comfortable working environment that facilitates a user's daily work in the Project System. It also provides a user with an overview of all the projects that interest her/him.
2.3 Context-sensitive menus, Drag & Drop, and the capability to define a user's own worklist and templates pool, further accelerate her/his work with projects.
3. Review the following section to get familiar with the Project Builder Integration:
3.1 It contains almost the entire functionality of structure planning, and is the basis for all planning steps in a project. It thus facilitates consistent project coordination and execution.
A user schedules projects in the
project planning board, which can be called up directly from the Project
Builder. This functionality has been deferred to a later Go Live.
3.2 All the editing transactions for work breakdown structures and networks can be executed in the Project Builder. In the Project Builder, a user can process WBS structures and networks individually or integrated in other structures.
4. Review the following section to get familiar with the Project Builder Features. In the Project Builder, a user can do the following:
4.1 A user can create, change or display all project structure data in one transaction.
4.2 All the overview and detail screens from structure planning are available. A user can also go to graphic views (hierarchy and network graphic) and the project planning board with all its overviews (capacity, costs, component, and maintenance order overviews).
4.3 A user can define a user-specific worklist and a user-specific templates pool, which you can then use to process your projects. Limitedbrands will be using brand/specific templates.
4.4 The hierarchy of your current project is displayed in a separate screen area, while you are editing it.
4.5 A user can make user-specific changes to the settings, to suit your way of working.
5. Review the following section to get familiar with the Structure of Project Builder. The following screen areas are available for working in the Project Builder:
Structure of the
Project Builder
5.1 The structure tree displays the project object (project definition, WBS element, activity, activity element, milestone, and document) that a user has selected in its hierarchical context. A user can change the dependencies and assignments of individual project objects in the structure tree manually (using Drag & Drop). A user can also create or delete project objects. In the user-specific options, a user can specify how many hierarchy levels are displayed expanded in the structure tree. Additionally, a user can choose whether to see a preview of the last project you have processed, when entering the Project Builder.
In the structure tree itself, a
user can only carry out tasks that change the structure of the project, that is
create, move and delete objects. Business transactions are not possible.
5.2 In the Worklist/Templates screen area, a user has access to both the worklist and the templates. A user can store user-specific frequently used project data (project definitions, networks, and WBS elements) in the worklist, so that a user can access them quickly later. Furthermore, a list of the last five projects that a user has worked on is always displayed in the worklist.
The templates are
available during processing to create new objects or structures in the current
project by adding new project objects, copying existing project structures or
copying from standard project structures. A user can also change the templates
screen are for user-specific preferences. When a user starts the Project
Builder, the worklist is displayed. However, when a user opens a project, the
system automatically switches to the Templates screen area. When a user works
on a project, a user can switch between the worklist and the templates by choosing
the relevant pushbutton. When a user works on a project, a user can switch
between the worklist and the templates by choosing the relevant pushbutton.
Limited Brands is not using
standard SAP templates as part of Go Live 1 functionality.
5.3 In the Work Area, a user sees the details view of the object selected in the structure tree. A user can also directly access overviews of subordinate objects. Here a user can execute all the business transactions for project coordination and execution. A user can always move between the detailed view of the selected object and the overviews of the subordinate objects.
A user can change the size of the
three screen areas to suit their own requirements. When a user leaves the Project
Builder, these settings are saved automatically.
6. Review the following section to get familiar with the User Specific Settings.
6.1 A user can make various personal settings for working with the Project Builder. These are saved user-specifically and can be changed at any time. If a user does not make any user-specific settings, the systems works with pre-configured standard settings.
6.2 There
are two ways of maintaining user-specific settings. The first time a user calls
up the Project Builder, a dialog box appears informing the user about the
settings that can be made. Users can then go to the User-specific settings
dialog box or leave this dialog box without changing the standard settings. If
a user does not change the settings, the dialog box appears next time you work
with the Project Builder. If a user does not want this to happen, select the
Never display again indicator. To access the User-specific settings dialog box
where a user can define or change your individual settings, choose Settings 
Options.
Project Builder:
User-specific options
7. The following options are available:
|
Option |
What You Should Know |
Default Setting |
|
Open project with · Structural display · Project planning board · Display last used |
A user chooses the display variant for opening the Project Builder.
|
Structural display |
|
Editing mode · Change · Display |
If a user usually only looks at project data without changing it, a user loads the data for display only. In this case, the database is not locked and the project can be edited (changed) by another user. If a user does not have change authorization, the system automatically selects display mode. |
Change mode |
|
Hierarchy levels (possible number: 1-99) |
A user determines how many hierarchy levels are expanded in the structure tree. If a user does not enter a number, the system displays all hierarchy levels. |
Two hierarchy levels |
|
Preview last project |
If a user selects this indicator, the last project that a user worked with is automatically displayed in the structure tree the next time you call up the Project Builder. |
Not active |
|
Display deleted objects |
If a user selects this indicator, the system displays objects flagged for deletion (logically deleted objects), highlighting them in color. |
Not active |
|
Templates · New objects · Projects · Standard templates |
With these indicators, a user determines which object are contained in the Templates screen area: · 'Empty' objects for copying (e.g. WBS, network, etc.) · Existing projects as templates for copying from · Standard templates (standard project definitions, standard WBS elements, standard networks)
|
All active |
|
Processable objects |
With these indicators, a user determines which objects can be edited in the Project Builder. Objects that are not to be edited are not displayed in the screen areas. |
All active |
8. In the Project Builder, a user can execute most functions using several methods.
|
Execute Function via |
What You Should Know |
|
Drag & Drop |
This technique enables a user to move or copy objects from one screen area to another. Simply select an object and drag it, keeping the mouse button pressed, to the position where you want to insert it. (The prerequisite is that it is possible to insert the object at the relevant position.) It is possible to use Drag & Drop in the following directions: · Worklist (r) Structure tree · Templates (r) Structure tree · Structure tree (r) Worklist · Structure tree (r) Templates |
|
Pushbuttons |
The pushbuttons in the work area are context sensitive, which means that only those pushbuttons which are displayed are required at the present stage of processing. Above the structure tree, again only those pushbuttons are active whose functions can be executed at the current point of time. |
|
The context menu |
A user can call up the context menu, for example, by clicking with the right-hand mouse button on an object. This menu is object-specific in all screen areas, which means, that only the functions that a user can execute for that type object are displayed. |
|
Click/double-click on an object (Structure tree, worklist) |
· Click in the structure tree: The detail screen for the selected object is opened in the work area. · Double-click in the worklist: The selected project data are loaded in the structure tree and work area. |
|
The menu bar |
· The menu functions only apply to work area and not to the structure tree, worklist or templates. Exception: The moving of object up and down in the hierarchy also affects the structure tree. |
9. In the Project Builder, several pushbuttons are available for displaying and editing projects.
10. A user can access or execute the following functions using pushbuttons:
|
Pushbutton |
Function |
Effect |
|
|
Back |
A user returns to the screen processed last in the work area. |
|
|
Forward |
If a user has used the Back icon, a user can go forward again by clicking on this icon. |
|
|
Project planning board |
A user goes directly to the project planning board.
From here, a user can return to the project Builder by choosing
|
|
|
Network structure graphic |
The network structure graphic appears. |
|
|
Hierarchy graphic |
The hierarchy graphic for WBS elements appear. |
|
|
Display <>Change |
A user can switch between change and display mode. This is also possible, if a user chooses the display mode as the standard setting in the user-specific settings. If a user does not have change authorization or if the project is currently being processed by another user, the system remains in display mode. When a user switches to change mode, the relevant objects are locked in the database automatically. |
|
|
Mass change |
The system goes to the field selection screen for Mass changes. |
.
11. In all three screen areas, the following icons are sued to depict project objects. In the work area, these icons are also used to call up overviews and detail screens for the corresponding project objects.
|
Icon |
Description |
|
|
Project definition |
|
|
WBS element |
|
|
Network |
|
|
Activity |
|
|
Activity elements |
|
|
Material |
|
|
Milestones |
|
|
PS texts |
|
|
Relationship |
|
|
Documents |
12. In the structure tree, you can change the structure for planning and executing a project. Business transactions are not possible. You can display the following objects in the structure tree: Project definition, WBS element, Network headers, Activity, Activity elements, Milestones, PS texts, Material components, Production resources/tools (PRT) and Documents.
Relationships are not displayed
in the structure tree.
13. A user can execute functions in the structure tree using icons or the context menu (right-hand mouse button). There is a separate tool bar above the structure tree.
|
Function |
Icon |
Context menu |
What You Should Know |
|
Open |
|
Open |
A dialog box appears in which you enter the relevant project definition, WBS element, or network. A user can decide by push-button whether to: · Only open the project · Only copy the project to the worklist · Open the project and copy it to the worklist A user can only call up the context menu for this function, if you click using the right-hand mouse button on the empty background of the structure tree. |
|
Create |
|
New Or Create |
Use this function to: · Create a new project / network / simulation. (A user can only call up the context menu for this function, if he/she clicks using the right-hand mouse button on the empty background of the structure tree.) · Create a new project object for the object selected in the structure tree (the new object always appears below the selected object). It is also possible to create a network by copying. |
|
Create by copying |
|
New |
With this function, a user can create a new project / network / simulation by copying a template. You can only call up the context menu for this function, if a user clicks the right-hand mouse button on the empty background of the structure tree. |
|
Include |
|
Include |
A user can include existing WBS elements or standard networks in the structure. |
|
Move WBS element up or down a level in the hierarchy |
|
Hierarchy |
The selected WBS element is moved up or down a level in the project hierarchy. |
|
Copy |
|
Copy |
A user can copy project objects (and their subordinate objects) and insert them at another position in the project hierarchy. All the objects subordinate to the selected object are highlighted in color. |
|
Cut |
|
Cut |
The selected objects are cut out of the structure tree and are copied to the clipboard. |
|
Undo cut |
|
Undo cut |
The objects that were cut out are restored to their former position in the structure tree (undo function). |
|
Paste |
|
Paste |
Objects that have been cut out or copied are inserted from the clipboard in the structure below the selected object. |
|
Delete |
|
Delete |
The selected object is deleted from the structure tree. |
|
Find |
|
Find in tree |
A dialog box appears in which a user enters an object or its description to be found in the structure tree. When the object is found, it is selected in the structure tree. |
|
Find next |
|
Find next |
If there are several project objects that have the search term, a user can use this function to find all the other objects. |
|
Expand Collapse |
|
Expand / collapse |
The following options are available in the second level of the context menu: · Expand: All the subordinate project objects on the next level below the selected object are displayed. · Expand all: All the project objects below the selected node are displayed. · Collapse: All the project objects subordinate to the selected object are no longer displayed. · Collapse from level: All the project objects on the same level are collapse. · Collapse all: All the project objects below the selected node are no longer displayed. Using the icons in the tool bar, a user can only expand or collapse all. |
|
Transfer data to worklist/templates |
|
Copy to |
The selected project objects are copied to the worklist or the templates. |
14. Review the following section to get familiar with the User Specific Settings.
14.1 In the personal worklist, a user can store project definitions, WBS elements, and networks so that he/she can quickly access these objects later. The five projects that were processed last were displayed. A user can open them directly from the worklist by double-clicking and continue processing. All these project objects remain in the worklist after the user has left the Project Builder and are available when the user starts work again.
14.2 If a user copies data to the worklist, this is automatically assigned to the relevant category: Project definitions, WBS elements and Networks. This helps organize the project data in the user's worklist and gives the user a better overview.
A user cannot copy other project
objects (for example, activities, activity elements, milestones, documents)
individually to the worklist. A user can only copy them to the worklist as part
of a substructure (WBS elements, networks).
15. The following table lists how to execute various functions in the worklist:
|
Function |
Action |
Note |
|
Open an object (in the worklist) |
· Double-click on the required project object in the worklist · In the context menu, choose Open. |
Opens the project object in the structure tree and work area. If a user has processed data in the work area and not yet saved it, a warning query appears. |
|
Copy objects to the worklist |
Select a project object in the structure tree and · Drag and drop it in the worklist ·
In the context menu, choose Copy
to |
The system automatically makes the assignment to the relevant group (Project definition, WBS element, or Network). |
|
Remove objects from worklist |
Select a project object in the worklist and choose Remove from worklist in the context menu. |
The project object is removed from the worklist. It is not deleted from the project structure. |
|
Empty worklist |
In the context menu, choose Empty worklist. |
All the project objects in the worklist and the history are deleted. The system asks you to confirm this action before it empties the worklist. |
|
Change display sequence |
In the context menu, choose Display sequence and then the required sequence. |
A user can specify the following sequences for the presentation of the worklist: · Description / Identification · Identification / Description Changing the sequence here also changes the sequence in the Templates screen area and in the structure tree. |
16. You have completed this review of the Project Builder transaction.
You have edited and reviewed project characteristics within the Project Builder tool.
Comments
None.