ps-09-Organizational Assignments in the Project System

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ps-09-Organizational Assignments in the Project System

Organizational Assignments in the Project System

Use

The following gives you an overview of the organizational assignments in the project definition, WBS elements, network headers, network activities (and activity elements), and material components. The table shows the dependencies which exist between individual organizational units, where the default values come from, and whether and under what circumstances values can be changed.

The WBS elements belonging to a project definition, along with assigned networks and network activities, must be assigned to the controlling area for the project definition. In the same way, network activities and subnetworks must be assigned to the controlling area in the header for the network to which they belong. The company code(s) and business area in the WBS elements, networks, and network activities must be in the controlling area for the project definition and/or network header.

Project Definition

The values for the project definition are copy from the template or project profile when you create a work breakdown structure. If you create a work breakdown structure using a template but enter a project profile different from the one in the template, you can choose whether to adopt the default values from the template or those from the project profile.

If you make later changes to the project profile, the changes have no effect on the values taken from the project profile and inserted into existing project definitions.

Controlling Area
Type of field	Required
Default value	Inherited by any new elements your create or insert into the WBS.
Can be changed?	Yes, but only when you are creating the project definition. Once you have saved, you cannot change the controlling area (exception: standard WBS).

(Object) Currency
Type of field	Required
Default value	Default value for new WBS elements If you do not fill this field, the system copies the company code into it.
Can be changed?	Only if the controlling area does not allow different company code currencies.

Company Code
Type of field	Required

Business area
Type of field	Required field, if business area balances are managed in the company code.

Profit Center
Type of field	Optional

Plant
Type of field	Optional

WBS Element

When you create new WBS elements or incorporate them into a WBS, the values from the project definition are copied into the WBS elements.

If you change the project definition later, the changes have no effect on the values taken from the project definition and inserted into existing WBS elements.

Controlling Area
Type of field	Display
Can be changed?	No

(Object) Currency
Type of field	Required
Default value	When you create or incorporate new WBS elements, the value is taken from the project definition or derived from the company code in the WBS elements.
Can be changed?	Only if the controlling area does not allow different company code currencies and if no plan/actual values, commitments, or budget exist for the WBS element.

Company Code
Type of field	Required
Operating conditions/check	The company code must belong to the assigned controlling area.
Can be changed?	Different WBS elements can be assigned to different company codes. You cannot change the company code if plan/actual values, commitments, or budget exist.

Business Area
Type of field	Required, if business area balances are managed in the company code.
Can be changed?	You cannot change the business area if plan/actual values, commitments, or budget exist.

Profit Center
Type of field	Optional

Plant
Type of field	Optional
Operating conditions/check	The plant must belong to the assigned company code.

Further Dependencies

Statistical Key Figure
Type of field	Optional
Default value	When you create new WBS elements, the value is taken from the project definition. When you use a existing WBS elements as a template to incorporate new WBS elements, the system takes the value from the template.
Can be changed?	You cannot change the statistical key figure if plan or actual values exist.

Integrated Planning Indicator
Type of field	Optional
Default value	When you create or incorporate new WBS elements, the value is taken from the project definition. When you create a new WBS using a template, the system takes the value from the template.
Can be changed?	Yes, until plan or actual values exist.

Object Class
Type of field	Required value for new WBS elements
Default value	When you create new WBS elements, the system takes the value from the project definition. When you use a existing WBS elements as a template to incorporate new WBS elements, the system takes the value from the template.
Can be changed?	Yes, until plan or actual values exist.

Network Header

Controlling Area
Type of field	Display
Default value	Inherited by activities and activity elements.
Can be changed?	No; determined when the plant is created.

Company Code
Type of field	Display
Default value	Inherited as default value by new activities and activity elements.
Operating conditions/check	The company code must belong to the assigned controlling area.
Can be changed?	No; determined when the plant is created.

(Object) Currency
Type of field	Required
Can be changed?	Yes, until the network is released in whole or in part, provided the controlling area does not permit different company code currencies. If it does, no changes are permitted. In such cases, the currency is taken from the assigned company code.

Activities/Activity Elements in Header-Assigned Networks

The controlling area and company code are copied from the network header to the activity or activity element.

Activities/Activity Elements in Activity-Assigned Networks

Plant
Type of field	Required
Default value	Default for components
Operating conditions/check	Must belong to the controlling area for the network header.
Can be changed?	Yes, but only within the company code and then not until (actual) costs or commitments exist for the activity.

Controlling Area
Can be changed?	No. Always the same as the controlling area in the network header.

Company Code
Type of field	Display
Default value	Determined from the plant.
Can be changed?	No

Object Currency
Type of field	Required
Default value	The default value is the currency of the company code derived from the plant.
Can be changed?	Yes, until the network is released in whole or in part, provided the controlling area does not permit different company code currencies. If it does, no changes are permitted. In such cases, the currency is taken from the assigned company code.

Material Component

Plant
Type of field	Required
Default value	Default value from activity
Operating conditions/check	Any material specified must have a material master in this plant.
Can be changed?	No

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