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WBS w/o network and activity and cost manual allocation

Former Member
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Dear experts,

my client is currently working on a three level of WBS structures (the second billable) with related network and activities.

The actual cost are retrieven by the timesheet functionalities of CATS.

The new requirement is to move to the following new scenario:

a) semplification of PS structures. Only two level of WBS without the usage of Network and Activities

b) deletion of CATS functionlity with possibility of manual allocation of hours and cost

My question is. Is it possble to manage the scenario a) and if yes which is the way to allocate hours and cost directly on WBS level?

Thanks for any suggestions.

John

Accepted Solutions (1)

Accepted Solutions (1)

Paulo_Vitoriano
Active Contributor
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Hello John,

It is possible to use PS without network activities, but that assumes quite simple business scenarios and simple projects.

Alternative to CATS is direct activity allocation, but you will not capture the HR information like who did charged the hours.  So, I recommend still using CATS with account assignment to WBS.

Regards,

Paulo

Answers (1)

Answers (1)

Former Member
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Thanks Paulo.

Which way / transaction I have to use to manual allocate hours and cost amount in WBS?

Where phisically I can seen these info in project builder (CJ20N)?

Could you give me more detail to put in place the new process design?

Thanks in advance

Paulo_Vitoriano
Active Contributor
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Hi John,

It is KB21N for direct activity allocation, but if you already have CATS in place I do believe it is easier to keep with CAT2.  Within KB21N I would rather post consolidated hours by department (sender Cost Center).

You will not see cost/hours in the Project Builder unless calling a report from it, but any cost report can be used like CJI3 for example.

Regards,

Paulo

Former Member
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Thanks Paulo,

I followed your suggestion and I was able to allocate cost through KB21N and see the result by CIJ3.

But I saw that the KB21N is asking only hours and than through the cost center and activity type (leveraging on COST table) is retrieven the hourly cost rate.

My client would like to put manually the hours and also the value without managing activty type since the cost rates will be manged in an external system.

Is it possible to put manually also the amount?

Many thanks in advance

Paulo_Vitoriano
Active Contributor
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Hi John,

It is not possible in KB21N, but in CAT2 you can overdetermine the price that comes from KP26 by default.  So, yet another reason to keep with CAT2.

Regards,

Paulo

Former Member
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Hello John,

but using the CAT2 is asking all those information the the client want no more manage (personal number etc). Th decision is also to not use the local HR information.

Moreover CAT2 provides the utilization of CATS, that is no more included in the design (i think also for licences expenses).

The final aim is to collect all cost in WBS for subsequently perfomr the invoice through the dip profile.

There is an additional way to achieve the cusomer requirement?

Many Thanks

Paulo_Vitoriano
Active Contributor
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I am afraid not, but maybe other people can contribute more ideas...

Former Member
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OK thanks anyway. I'm not viewing other ways tha not include the use of personal number (and so cost center and activity type). I'm waiting for other suggestions.

kenmelching
Active Contributor
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You can just use KB11N for a generic cost posting to a WBS.  This is a secondary cost element posting.

You can also use FB50 to make journal entries to a WBS.

These postings are uncontrolled and only based on whatever the user types in.  Lots of mistakes can/will happen.

Former Member
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Hello John,

You can post costs manually using KB15n or transfer the cost using KAFD for WBS elements, both are Controlling oriented Transactions.

On a lighter note: You are seeking the opinion of PS experts here on how minimal can we use PS

Regards

Vittal

Former Member
0 Kudos

Hi Ken, thanks for your suggestion.

In KB11N which screen varinat I have to use? Consider that they want allocate on the WBS (from an external system) only hours and cost without any reference on employee (and so cost center and activity type).

Is it possible?

Thanks in advance

Former Member
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Please use WBS Elements/Networks variant

But John,

KB11n is used for reposting from old cost object to a new one

Try KB15N for first allocation manually

Regards

Vittal

kenmelching
Active Contributor
0 Kudos

KB15N and KB11N do basically the same thing, you are moving costs from one object to another on the same account.  Which is exactly what CATS transfer does, credits a cost center and debits something else.

The screen variants just open up what objects you can enter on the screen, as a default use ALL to see all of the cost objects.

What are the customers accounting requirements for these postings?  The obviously want to debit a WBS but what do they want to credit?