Display Project Actual Cost Line Items- CJ13 (CJI3)

 

When To Do This

This transaction is performed when a user wants to display actual cost line items for a project or range of projects.

Business Process Overview

This transaction is performed when a user wants to display actual cost line items for a project or range of projects. Displaying planned cost line items and project commitment line items are processed through other transactions.

 

Input - Required Fields

Field Value/Comments

Controlling area

LB00 or appropriate controlling area

Database prof.

Standard selection (structure). This is a key identifying a profile for selecting data from the database.

Project

Beginning of project number range

To

End of project number range

Posting date

Beginning of date range

To

End of date range

Layout

Types of layout (/ZLTS1 = Proj Cost by Cost Element, 1SAP = Doc. date/object/cost element/value, 2SAP = Doc./project/WBS element/cost element, 3SAP = Project/WBS element/partner cost center)

 

Output - Results

Next Steps

Actual cost line items displayed

Review actual cost line items displayed for the project (or range of projects)

 

Key Notes

·         Here is a list of the line item reports that can be run using the same information and steps include in this BPP:

o        CJI3 Project Actual Cost Line Items

o        CJI4 Project Plan Cost Line Items

o        CJI5 Project Commitment Line Items

o        CJI8 Project Budget Line Items

·         This transaction, CJI3, can be used to search for projects with no or limited transactional activity within a certain period. Projects should be periodically reviewed to check for projects with no activity in the last 60 days to ensure that projects are being closed in a timely manner.

 


Procedure

1.       Start the transaction using the menu path or transaction code.

      Set Controlling Area

    This transaction should be accessed through the user menu, not the traditional SAP menu. Refer to the menu path for additional instructions.

2.       As required, complete/review the following fields:

·         Controlling Area

 

3.       Click  or Enter.

      Enter profile

4.       As required, complete/review the following fields:

·         Database prof.

 

5.       Click  or Enter.

      Display Project Actual Cost Line Items

6.       As required, complete/review the following fields:

·         Project

·         to

·         WBS element

·         Network/order

·         Activity

·         Cost element

·         Cost element group

·         Posting date

·         to

·         Layout

 

7.       Click  to view the different types of layout.

      Layout: Choose

8.       Click  for LTS projects.

    For LTS projects, choose /ZLTS1 layout. Three alternative layout sections are available for use by other brands/functions.

      Display Project Actual Cost Line Items

9.       Click  .

      Select Further Settings

    Only 5,000 transactions will be displayed. There is no error to let the user know that more than 5,000 transactions are available. Change the Maximum no. of hits to a higher number when working with larger projects.

10.     Click  or Enter.

      Display Project Actual Cost Line Items

11.     Perform one of the following:

If

Go To

Defining additional selection criteria

Step 12

Not defining additional selection criteria

Step 24

 

12.     Click  , the dynamic selections button, to further define criteria.

      Display Project Actual Cost Line Items

    Additional file folder tabs will be displayed. Click directly on the arrow to reveal the available menu choices. In this scenario, double-clicking on the item name will not work.

13.     Click  .

14.     Double-click  .

      Display Project Actual Cost Line Items

    The Dynamic selections box will appear on the right side of the screen. If selecting multiple options, double-click on the menu items to add the criteria to the Dynamic selections box on the right side of the screen. To remove an option, double-click on the name of the option in the original menu.

15.     As required, complete/review the following fields:

·         Respons.

 

16.     Click  to view options for selection criteria.

      Multiple Selection for Person Responsible

17.     Click  (first column to the left of the Single value) to adjust the calculation for the Single Value.

      Maintain Selection Options

    Use this screen to set the selection option (for example, single value, less than, or a pattern) for a line of selection. The available options depend on whether a single value or a range is entered, and, in the event of a single selection, on the value entered.

    If a Single Value is chosen, the system selects 11 as Person Responsible (or whatever criteria has been defined) if the line is in a Select block (green stoplight), but excludes it from the selection if the line is in an Exclude from selection block (red stoplight).

18.     Double-click .

      Multiple Selection for Person Responsible

19.     Click  .

      Display Project Actual Cost Line Items

    The Dynamic selection button shows the number of Dynamic selections that are active.

20.     Perform one of the following:

If

Go To

Deleting dynamic selection criteria

Step 21

Executing the report with the criteria selected above

Step 24

 

21.     To delete the selected criteria, click  to reveal the menu.

22.     Double-click  .

    The criterion that has been selected is highlighted in green. Double-clicking the item will deselect the item.

23.     Click  , the Dynamic selections button, to close the additional selection criteria menu.

      Display Project Actual Cost Line Items

24.     Click  .

      Display Actual Cost Line Items for Projects

    This report was created without additional dynamic selections. If additional dynamic selection criteria were chosen, then this report may look different than the one performed.

25.     Click  in the right-hand side of the Project definition to drill down into additional details.

·         Project definition

 

    Click  in the right side of the project definition box to expand the menu or on the  on the left side of the Value CoCurr field.

      Display Actual Cost Line Items for Projects

26.     Click  on the right-hand side of the Cost Elem definition to drill down into additional details.

·         Cost Elem.

 

      Display Actual Cost Line Items for Projects

27.     To reach the Data Entry View, double-click  or the applicable object.

·         Object

 

      Display Document: Data Entry View

28.     Click  to return to the Display Actual Cost Line Items for Projects screen.

      Display Actual Cost Line Items for Projects

29.     Perform one of the following:

If

Go To

Changing the layout

Step 30

Not changing the layout

Step 36

30.     Click  to change the layout.

      Change layout

    Use the arrow keys to add hidden columns to the displayed columns list. Use the  button to add totals as needed. Click on the separate tabs to adjust sorting, filtering, viewing, or displaying.

31.     As required, complete/review the following fields:

·         Column Name

 

32.     Click  to add the selection to the Displayed Columns listing.

33.     As required, complete/review the following fields:

·         Column Name

 

34.     Click  to adjust the location of the newly added selection. Multiple clicks may be necessary to place the column (per the user's preference).

      Display Actual Cost Line Items for Projects

35.     Click  when the layout has been changed or to return to the Display Actual Cost Line Items for Projects screen.

      Display Actual Cost Line Items for Projects

36.     Perform one of the following:

If

Go To

Exporting to a local file

Step 37

Not exporting to a local file

Step 45

37.     Click  to export to a local file

      Save list in file...

38.     Click  .

39.     Click  .

      Display Actual Cost Line Items for Projects

40.     Click  to choose the Directory.

      SAP Custom - Save File As

41.     Double-click on the applicable folder.

42.     As required, complete/review the following fields:

·         File name:

 

43.     Click  .

      Display Actual Cost Line Items for Projects

44.     Click  .

      Display Actual Cost Line Items for Projects

    The system displays the message "XXXX Bytes Passed".

    The report will be downloaded to the lowest level that is expanded at the time of the export. An example is displayed below.

      Example of Excel download

45.     Click  .

      Display Actual Cost Line Items for Projects

46.     Click  .

      Display Project Actual Cost Line Items

47.     Click  to return to the SAP Easy Access screen.

48.     You have completed this transaction.

Result

You have displayed actual cost line items for a range of projects.

Comments

·         This transaction can be used to search for projects with no or limited transactional activity within a certain period. Projects should be periodically reviewed to check for projects with no activity in the last 60 days to ensure that projects are being closed in a timely manner.

·         Here is a list of the line item reports that can be run using the same information and steps include in this BPP:

o        CJI3 Project Actual Cost Line Items

o        CJI4 Project Plan Cost Line Items

o        CJI5 Project Commitment Line Items

o        CJI8 Project Budget Line Items