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Appropriation Request functionality with Project systems only (No IM)

Former Member
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Hi SAP Gurus,

My client is not interested in Investment management (appropriation request) and wants the below   scenario to be done via project systems only.

The current scenario of my client is

  • Ø  Create a  capital investment opportunity/ idea
  • Ø  Scope Study is performed on the capital investment opportunity
  • Ø  Come up with estimated cost (Planned Cost Version 1 , 2, Final)
  • Ø  Send for Capital Expenditure Approval (CEA)
  • Ø  On CEA Approvalà Project is created.

In SAP this can be achieved via Investment management (Investment program, Program structure, Appropriation request etc)

I need your help on the below questions:

Question 1 : Is this possible to achieve the above scenario  via Project systems ( assuming Investment profile will be linked to project profile)?

Question 2 :Can the below solution be used or is there a better way of doing this 

Ø 

  •    Create a  Level 1 WBS
  • Ø  Cost involved in performing scope study is captured in level 1 WBS
  • Ø  Overall estimated cost arrived , is entered at level 1 WBS (CJ40) with diffrent versions
  • Ø  Have user status at project definition to track if  the capital investment opportunity is accepted / rejected by CEA
  • Ø  If CEA approves the Capital investment opportunity -->allocate budget  --> Create rest of the project structure.
  • Ø  If CEA rejects it -->Settle the cost and close the project.

Kindly advice

Regards

Frazer

Accepted Solutions (1)

Accepted Solutions (1)

former_member326603
Participant
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Hello Frazer,

One of the solutions for the above scenario can be,

1. You can create a project in which against a WBS element you can post all the cost you incur with regards to scope study etc. For this you can also use cost planning & budgeting functionality.

2. If the CEA approves the idea, you create a new project. Whatever costs you have incurred on the WBS element of previous projects can be settled on the new WBS element created. In this case you can also make use of USER FIELDS  where, in the previous(concept project) you can maintain reference of the new WBS element on which costs will be settled.

3. In case CEA rejects the idea, you can settle all the cost of study on a cost centre.

Do let me know if you agree with this.

With Regards,

Mahendra

Former Member
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Hi Mahendra ,

Your proposed solution is good , but my client wants to keep the same project number from Cradle to Grave.

Therefore , I will use one single project with your suggested scenario.

Thanks

Regards

Frazer

Answers (0)