J11_S4CLD2208_BPD_EN_US.docx

Table of Contents
1 Purpose 3
2 Prerequisites 4
2.1 System Access 4
2.2 Roles 4
2.3 Master Data, Organizational Data, andOther Data 5
2.4 Preliminary Steps 7
2.4.1 Check andMaintain the Service Cost Level for Employees 7
2.4.2 Check andMaintain Cost Rates 8
2.4.3 Check Sales Price 9
2.4.4 Check andMaintainService Organizations 10
2.4.5 Define Expense 12
2.4.6 MapResources to Resource Types 13
2.4.7 ExtendSales View for Material H001/H002 15
3 Overview Table 17
4 Test Procedures 19
4.1 MaintainCustomer Project 19
4.1.1 Create a New Customer Project 19
4.1.2 Copy a Project as Basis for New Project 21
4.2 MaintainWork Packages andTime-basedPlanning 22
4.3 MaintainWork Package Staffing(Without Scope Item 1KC-AdvancedResource Management- Project-Based Services) 29
4.4 MaintainWork Package Staffing(WithScope Item 1KC - AdvancedResource Management - Project-BasedServices) 31
4.5 MaintainCustomer Project Billing 33
Test Script
SAP S/4HANA Cloud - 05-07-22
Customer Project Management - Project-Based
Services (J11_US)
PUBLIC

Customer Project Management - Project-Based Services (J11_US
Purpose PUBLIC 2
4.6 Project StaffingAnalysis (optional) 40
4.7 Capture Service Units (Optional) 41
4.8 Create BillingDocument Request 43
4.9 Review Customer Project 44
4.10 Set Project Status (Completed) 45
4.11 Close Customer Projects 46
4.12 Reset Project Status to Completed(Optional) 47
5 Appendix 49
5.1 Prepare Employee CSVFile for Upload 49
5.2 UsingScope Item J11ina 2-Tier Scenario 55

Purpose PUBLIC 3
1 Purpose
This scope item realizes the key steps of the end-to-end process for Project Services. It integrates sales orders withproject management, allowingyou to create customer invoices for time and
expenses, including external services, to be recorded for a customer project. Invoices can be created on time and materials basis, fixed-price basis, or a combination of both or periodic services
basis. You canalso derive contract values andcheck whether the contract margin is as planned. After the customer invoice is issued, customer payments can be monitored. During period-end
closing activities, accounting and financial closing activities canbe performed. This scope item has strong business dependency with Event-BasedRevenue Recognition - Project-Based Services
(1IL), and Event-Based Revenue Recognition - Project-Based Services - IFRS (1P0) scope items. So1IL and 1PO need to be included withactivation whenperforming this scope item. This scope
item also supports the analysis of project profitability based on project costs and revenues.
This document provides a detailed procedure for testing this scope item after solution activation, reflecting the predefined scope of the solution. Eachprocess step, report, or item is covered in
its own section, providing the system interactions (test steps) in a table view. Steps that are not in scope of the process but are needed for testing are marked accordingly. Project-specific steps
must be added.
NoteValues inthis test script (decimal notation, date formats, and so on) are presented in U.S. standard notation. If your test system is set up to use a different notation, enter values as
appropriate.

Prerequisites PUBLIC 4
2 Prerequisites
This section summarizes all the prerequisites for conducting the test in terms of systems, users, master data, organizational data, other test data and business conditions.
2.1 System Access
System Details
System AccessibleviaSAP Fiorilaunchpad. Yoursystem administrator providesyou withtheURLto accessthevariousappsassigned to your role.
2.2 Roles
Create business roles using the followingbusiness role templates deliveredby SAP andassign them to your individual test users.
Alternatively, if available, youcan use the following spaces deliveredby SAP. You create a space withpages containing predefined essential apps and assignit to the business role. You then
assignthis business role to your individual users.
For more information, refer to How to Create a Business Role for the Administrator in the product assistance for SAP S/4HANA Cloud.
Name (Role Template) ID (Role Template) Name (LaunchpadSpace) ID (LaunchpadSpace) LogOn
Project Manager - Professional Services SAP_BR_PROJECT_MANAGER_PROF Project Manager - Professional Services SAP_BR_PROJECT_MANAGER_PROF
Project Manager - CommercialServices SAP_BR_PROJ_MANAGE_COMM Project Manager - CommercialServices SAP_BR_PROJ_MANAGE_COMM
Employee SAP_BR_EMPLOYEE Employee SAP_BR_EMPLOYEE
Cost Accountant - Overhead SAP_BR_OVERHEAD_ACCOUNTANT Cost Accountant - Overhead SAP_BR_OVERHEAD_ACCOUNTANT
Configuration Expert - BusinessProcessConfiguration SAP_BR_BPC_EXPERT Configuration Expert - BusinessProcessConfiguration SAP_BR_BPC_EXPERT
Billing Specialist - Projects SAP_BR_PROJ_BILLG_SPCLST Billing Specialist - Projects SAP_BR_PROJ_BILLG_SPCLST
Project Manager - Professional Services SAP_BR_PROJECT_MANAGER_PROF Project Manager - Professional Services SAP_BR_PROJECT_MANAGER_PROF
NoteThe role template Project Manager - Commercial Services and generic role SAP_BR_PROJ_MANAGE_COMM are deprecated from CE2202 and are respectively replaced by the role
template Project Manager - Professional Services and generic role SAP_BR_PROJECT_MANAGER_PROF. For customers installingthe system before CE2202, you can still use the role

template Project Manager - Commercial Services for your existing projects. However, we recommend that youto use the role template Project Manager - Professional Services for creating
new projects. For more details, please refer to https://launchpad.support.sap.com/#/notes/3121435.
2.3 Master Data, Organizational Data, and Other Data
The organizational structure and master data of your company is created in your system during implementation. The organizational structure reflects the structure of your company. The master
data depends on the operational focus of your company and represents, for example, materials, customers, and vendors.
Use your own master data to go through the test procedure. If you have installed anSAP Best Practices package, you canuse the followingscenario data:
Material Value Details Comments
Service/
Delivery
Organization
1710 Service Organization –
Company US
Theserviceorganization Service Organization – Company US isalso defined asdelivery organization.
ControllingArea A000 Controlling Area A000 Assigned to theserviceorganization
Company Code 1710 Company Code 1710 Assigned to theserviceorganization
Cost Center 17101902
17101903
17101904
Csltg Unit A Csltg Unit B
Customer Dev
Assigned to theserviceorganization
Plant 1710 Plant 1 US Assigned to theserviceorganization
Distribution
Channel
10 Direct Sales Assigned to theserviceorganization
Division 00 Product Division 00 Assigned to theserviceorganization
Sales
Organization
1710 Dom. Sales Org Assigned to theserviceorganization
Cost Center Csltg Unit A
Csltg Unit B
Customer Dev
17101902
17101903
17101904
Profit Center Consulting Unit A
Consulting Unit B
Customer Development
YB101
YB102
YB103

Material Value Details Comments
Customer Domestic US Customer 2 17100002
Activity Types T001
T002
T003
T004
T005
T006
Junior Consultant
Senior Consultant
Platinum Consultant
Trainer
Project Manager
$ Time / Fee type 6
CO activity typesareused to manage CPM roles.
Cost Rate Actual and planned cost ratesare
maintained for thefollowing
combination ofcost centers/ activity
types:
● Cost Centers: 17101902,
17101903, 17101904
● Activity Types: T001 - T006
Pricing
Condition
Records
Pricing conditionrecordsare
maintained for thefollowing
materials:
● T001 - T006
Note Only thefollowingkey
combinationsarevisibleinthe
servicepricelist:
● For standard prices:
Material with
Release Status
● For project-specific prices:
Cust Proj/Material
Pricing conditionrecordsareused in theServicePricelist to calculateproject planned revenues.
If you useother key combinations, thesystem can usethem for pricing but youcan't display orchangethem in the
servicepricelist.
Daily
Availability
Data
Eight workinghourson DATEof
INTSERVPERF1010
Informationaboutresourcesand theiravailability must beavailableper day for allrelevantresources. If theintegration
with SuccessFactorsEmployeeCentral (SFEC) isin place, resourcedata, such asworkschedule, holiday calendar, and
timeprofileiscreated in SFECduringthehiring process. Iftheintegrationwith SFEChasnot been set up, youcan use
theAPI ManageWorkforceAvailability (API_MANAGE_WF_AVAILABILITY) to maintain resourcedata.
For moreinformation,go to https://api.sap.com/ andsearch fortheAPI name.
For more information on creating master data objects, see the following Master Data Scripts (MDS)
Table 1: Master Data Script Reference
Master DataID Description
BNM Create Cost Center and Cost Center Group
BND Create Customer Master

Master DataID Description
BNN Create Activity Typeand Activity TypeGroup
3KW Create CO Cost Rates
2.4 Preliminary Steps
2.4.1 Check and Maintain the Service Cost Level for Employees
Purpose
This process step shows you how to assigna cost level toan employee to determine the usual standard cost rate of the employee.
NoteTo be able to search for employees and maintainthe service cost level, make sure that the business role SAP_BR_EMPLOYEE is assigned to the user Cost Accountant - Overhead.
Procedure
Test
Step #
Test Step Name Instruction ExpectedResult Pass/Fail/Comment
1 LogOn Log on to theSAP Fiorilaunchpad asaCost Accountant -
Overhead.
TheSAP Fiori launchpaddisplays.
2 Search for Employee ChoosetheSearch icon on thetoolbar. Select Employee
from dropdown list and search foran employee.
3 View Employee Fact
Sheet
Select theemployeeto view theemployeefact sheet. TheEmployeeFact Sheet with theemployeeinformationdisplays: cost center, contacts,
employmentsdetails, servicecost level and project history areavailablefor detailed analysis.
Note To beableto display Payment informationfor theemployee, theBusinessCatalog
SAP_HCM_BC_EMP_PI_DSP_PC need to bemanually assigned tothebusinessrole.

Test
Step #
4 Assign the Relevant
Service Cost Level
ChooseControllingInformation tab, andchooseEdit.
On theServiceCost Level dialog box, choose Go to display
theServiceCost Level and theStart Date.
For example:
● ServiceCost Level: 0004 Senior
Consultant(K4)
● Start Date: <Today>
ChooseSave.
Theservicecost level isassigned to theemployee.
2.4.2 Check and Maintain Cost Rates
Purpose
This process step shows you how to check and maintain the actual and planned cost rates.
Procedure
Test
Step #
1 LogOn Log on to theSAP Fiorilaunchpad asaCost Accountant - Overhead. TheSAP Fiori launchpaddisplays.
2 Access the App Open ManageCost Rates - Services(F3161). TheManageCost Rates - Servicesscreen displays.
3 Check Cost Rate with
Selection Criteria
Make thefollowing entries:
● Company Code: <company code>
, for example, 1710
● Valid On: <current Date or start of a period>
4 Maintain Additional Cost
Rates
ChooseAdd and makethefollowing entries: TheCreate Cost Rate(s)-Company Code, for example, 1710dialog box
displays. Thenew cost ratesarecreated.

Test
Step #
● Receiving Company Code: <receiving company code>, for example,
1710
● Cost Center: <cost center>, for example, 17101902
● Activity Type: <activity type>, for example, T002
● ServiceCost Levels: optional
● Workitem ID: optional
● Personal Number:optional
● WBS Element: optional
● From FY: current year
● From Period: current period
● VariableAmount: 100
● Currency: <your company code currency>, for example, USD
● Per: 1
● Activity Unit: H
ChooseSave.
Note Cost rateshaveto bemaintained per customerbusinessrequirement.
Hereare afew hintsfor you:
1. At least oneof thefieldsmust bemaintained: ActivityType,
ServiceCost Level or Personnel No..
2. ThePersonnel No. and Cost Center aremutually exclusiveas key
fieldsfor oneprice.
3. ThePersonnel No. and ServiceCost Level aremutually exclusive
as key fieldsfor oneprice.
4. TheCompany Code (to bebilled) needsto befilled when WBS
Element isfilled.
ChooseSave.
2.4.3 Check Sales Price
Purpose
This process step shows you how to check the sales price.

Procedure
Test
Step #
Test Step
Name
Instruction ExpectedResult Pass/Fail/Comment
1 LogOn Log on to theSAP Fiorilaunchpad asaProject Manager -Commercial Services. TheSAP Fiori launchpaddisplays.
2 Access the
App
Open ManagePrices- Sales(F4111). TheManagePrices - Salesscreen displays.
3 Check Sales
Price
Make thefollowing entriesand choose Go:
● Condition Type: PSPO
● ServiceOrganization: 1710
● SalesOrg.: 1710
● DistributionChannel : 10
● Material : From T001 to T005
Kindly beawarethat according to your businessrequirements, anothertwo conditiontypes PCP0and SOV2 canbe
defined herefor project-specificsalespriceand foremployeeovertimesalesprice.
Thesales pricesaremaintained forthefive
materials/roles.
Project planned revenuesfordifferent rolesare
calculated based on thesevalues.
2.4.4 Check and Maintain Service Organizations
Purpose
This process step shows you how to check and maintain the existing service oganization, and how to create new service organizations.
Prerequisites
The following organization units are assigned to the Service Organization :
● Controlling Area
● Company Code
● Sales Organization
● Distribution Channel
● Division
● Plant

● Cost Center
If you have created your own organization units, you cancreate new Service Organizations to be used inthe project .
Procedure
Test
Step #
1 LogOn Log on to theSAP Fiorilaunchpad asaProject
Manager - Professional Services.
2 Access the App Open Maintain ServiceOrganizations
(F1421).
TheMaintain ServiceOrganizationscreen displays.
3 Check a Service
Organization
On theMaintain ServiceOrganization screen,
you can view theexisting serviceorganizations.
TheMaintain ServiceOrganizations screen displays.
4 Maintain a Service
Organization
select aserviceorganization andchoose Edit.
You may changeasfollowing, for example:
ServiceOrganization, Organization Units or the
missing ones.
ChooseSave and Back icon in thetop left
corner.
Theserviceorganization displays.
Note When usingthecommon divisionsfunctionality and thereforeat least twodifferent divisionsinthe
professional servicesscenario, youneed to createat least two serviceorganizations. Thisnecessarily results
in aneed to separateall employeesin asimilar way astheused divisions, which mightnot bedesired.
5 Create a newService
Organization
(Optional)
chooseCreateon thebottom and makethe
following entries:
In theGeneral Informationsection:
● ID: <By your own requirement>
● Name: <By your own requirement>
Select thetwo fields: SalesOrganizationand
Delivery Organization.
In theAssigned Units Section:
Select your own organizationdetails.
ChooseSave and Back icon in thetop left
corner.
Thenew serviceorganizationwith your own organization unitsiscreated.
It isonly possibleto assign acost center toaserviceorganizationonce. In order to usethenewly-created service
organization, makesure:
● To maintain thecost ratesforyourowncost center (seesection Checkand Update Cost Rates)
● To assign thecost center to theemployeesstaffed ontheproject.

Test
Step #
Note Kindly beawarethat thedeletionofa
serviceorganizationisnot supported so far.
2.4.5 Define Expense
Purpose
This process step allows youto define expenses and map the respective cost accounts for project reporting to enable and ensure reporting onactual expenses in a project.
Procedure
Depending on your configuration environment for SAP S/4HANA Cloud, choose one of the following options:
Configure Your Solution:
Test
Step #
1 LogOn Log on to theSAP Fiorilaunchpad asConfiguration Expert - BusinessProcessConfiguration. TheSAP Fiori launchpaddisplays.
2 Access the App Open ManageYour Solution (F1241). TheManageYour Solutionscreen displays.
3 Access
ConfigurationSteps
On theManageYour Solution screen, chooseConfigureYour Solution.
Use Adapt Filters to chooseProfessional Servicesunder Application Area, then choose Go.
TheConfigureYour Solution - Customer and Internal
Project Management screen displays.
4 Define Expenses On theCustomer and Internal ProjectManagement screen, go to DefineExpenses under configuration steps.
Note For detailed stepsabout defining expensesand mapping therespectivecost accountsfor project
reporting, choosethedropdown arrow of the Configurebutton, and select Configuration Help.
ClicktheConfigurebutton.
TheDefineExpenses screen displays.

SAP Central Business Configuration:
Test
Step #
Test Step Name Instruction ExpectedResult Pass / Fail /
Comment
1 Logon Log on to theproject experiencein SAP Central BusinessConfiguration. TheSAP Fiori launchpaddisplays.
2 Access the
ConfigurationActivity
In theProduct-SpecificConfigurationphase, navigatetothe ConfigurationActivities tab and search for the
following activity: DefineExpenses.
Choosethelineitem in thesearch resultto seemoredetailsabout thisconfiguration activity.
ChoosetheGo to Activity buttonto navigatedirectly to theSAP S/4HANA Cloud system. Log onto theSAP
Fiori launchpad asaConfiguration Expert - BusinessProcessConfiguration.
3 Define Expenses On theCustomer and Internal ProjectManagement screen, go to DefineExpenses under configuration steps.
Note For detailed stepsabout defining expensesand mapping therespectivecost accountsfor project
reporting, choosethedropdown arrow of the Configurebutton, and select Configuration Help.
ClicktheConfigurebutton.
TheDefineExpenses screen displays.
2.4.6 Map Resources to Resource Types
Purpose
This process step allows youto map various resources to appropriate resource types for professional service projects according to your requirements.
Prerequisites
Before youmap expenses, you must first define them in Define Expenses the configuration step.

Procedure
Depending on your configuration environment for SAP S/4HANA Cloud, choose one of the following options:
Configure Your Solution:
Test
Step #
1 LogOn Log on to theSAP Fiorilaunchpad asConfiguration Expert - BusinessProcessConfiguration. TheSAP Fiori launchpaddisplays.
2 Access the App Open ManageYour Solution (F1241). TheManageYour Solutionscreen displays.
3 Access Configuration
Steps
On theManageYour Solution screen, chooseConfigureYour Solution.
Use Adapt Filters to chooseProfessional Services under Application Area, then chooseGo.
TheConfigureYour Solution - Customer and Internal Project
Management screen displays.
4 Map Resources to
Resource Types
On theConfigureYourSolution- Customerand InternalProjectManagement screen,
chooseMap Resourcesto ResourceTypes under configuration steps.
In theSelect Resource Type: Overviewview, youcan assign resourcesto oneof thefollowing
resourcetypesaccording toyourrequirements:
● 0ACT - human resourcesand staffingin workpackages
● 0EXP - expensesin workpackages
● 0SRV - servicesin workpackages
● 0ADL - additional resourcesthat supporttheactivitiesin aworkpackage
ChooseSave and Back icon in thetop left corner.
Note Thisassignment ismandatory toenableplanning of
resourcesin customer and internal projects.
Deletion of resourceassignmentsisallowed only iftheresource
hasnot been used in project planning.
SAP Central Business Configuration:
Test
Step #
Comment
1 Logon Log on to theproject experiencein SAP Central BusinessConfiguration. TheSAP Fiori launchpaddisplays.
2 Access the
ConfigurationActivity
In theProduct-SpecificConfigurationphase, navigatetothe ConfigurationActivities tab and search
for thefollowing activity: Map Resourcesto ResourceTypes.
Choosethelineitem in thesearch resultto seemoredetailsabout thisconfiguration activity.
ChoosetheGo to Activity buttonto navigatedirectly to theSAP S/4HANA Cloud system. Log onto
theSAP Fiori launchpad asaConfigurationExpert -BusinessProcessConfiguration.

Test
Step #
Comment
3 Map Resources to
Resource Types
In theSelect ResourceType: Overviewview, youcan assign resourcesto oneof thefollowing
resourcetypesaccording toyourrequirements:
● 0ACT - human resourcesand staffingin workpackages
● 0EXP - expensesin workpackages
● 0SRV - servicesin workpackages
● 0ADL - additional resourcesthat supporttheactivitiesin aworkpackage
ChooseSave and Back icon in thetop left corner.
Note Thisassignment ismandatory toenableplanning of
resourcesin customer and internal projects.
Deletion of resourceassignmentsisallowed only ifthe
resourcehasnot been used in project planning.
2.4.7 Extend Sales View for Material H001/H002
Since H001 /H002 materials are usedwhen a project needs procurement for third-party order processing - refering to Service andMaterial Procurement - Project-Based Services (J13) test script
for details - you need to extend Sales View master data for H001 / H002 materials before testing.
For more information on extending Sales View for master data objects H001 / H002, refer to Create Product Master of Type "Trading Good" (BNF) master data script.
Use below data whenyou extend Sales View for H001 and H002 master data objects:
Master Value Details
Material Type MAT Material General
Plant 1710 Plant 1 US
SalesOrganization 1710 Dom. Sales Org
DistributionChannel 10 Direct Sales
Division 00 Product Division 00
BaseUnit of Measure PC Piece
Delivery Plant 1710 Plant 1 US
Material Group L001 Trading Materials
Gerenal Item Category Group PSTE Time and Expense Item

Master Value Details
Weight Unit KG
Net Weight 1,200
GrossWeight 1,400
Tax Classification 1 Full tax
Item Category Group PSTE Time and Expense Item
Profit Center YB101
Transportation Group 0001 On Pallets
Valuation Class 3100 Trading Goods
Account AssignmentGroup X4 SP-Hardware

Overview Table PUBLIC 17
3 Overview Table
This scope item consists of several process steps provided inthe table below.
NoteIf your system administrator has enabled spaces and pages on the SAP Fiori launchpad, the homepage will only contain the essential apps for performing the typical tasks of a business
role.
You can find all other apps not included on the homepage using the search bar.
If you want to personalize the homepage and include the hidden apps, navigate to your user profile and choose App Finder.
Process Step Business Role Transaction/App ExpectedResults
Maintain Customer Project
Create aNew Customer Project [page]19 Project Manager -
Professional Services
Create Customer Projects
(F0719)
TheCreate Customer Project app displays.
Copy aProject asBasisfor New Project [page]21 Project Manager -
Plan Customer Projects
(F0719)
You havemarked thetemplatefor thecopying process.
Maintain Work Packagesand Time-based Planning [page]22 Project Manager -
(F0719)
TheCustomer Project screen displays.
Maintain Work PackageStaffing(Without ScopeItem 1KC-Advanced Resource
Management- Project-Based Services) [page]29
Project Manager -
(F0719)
Maintain Work PackageStaffing(With ScopeItem 1KC - Advanced Resource
Management - Project-Based Services) [page]31
Project Manager -
(F0719)
Maintain Customer ProjectBilling [page]33 Project Manager -
(F0719)
Project Staffing Analysis(optional) [page]40 Project Manager -
Project Staffing Analysis
(F2902)
TheProject StaffingAnalysisscreen displays.
CaptureServiceUnits(Optional) [page]41 Cost Accountant - Overhead ManageDirect Activity
Allocation (F3697)
TheManageDirect Activity Allocation screen displays.
Create Billing Document Request [page]43 Project Manager -
ManageProject Billing(F4374) Thesystem providesthelist of billing elementsof customer
projects.

Overview Table PUBLIC 18
Process Step Business Role Transaction/App ExpectedResults
Review Customer Project [page]44 Project Manager -
Review Customer Projects
(F1659)
Thesystem providesthelist of customerprojects. Only projects
with statusIn Execution display.
Set Project Status(Completed) [page]45 Project Manager -
(F0719)
Projectsassigned to theCustomer ProjectManagerdisplay.
CloseCustomer Projects [page]46 Project Manager -
(F0719)
Projectsassigned to theCustomer Projectmanager display.
Reset Project Statusto Completed (Optional) [page]47 Project Manager -
(F0719)
TheCustomer Project screen isdisplayed.
Projectsassigner to theCustomer Project Manager display.

Test Procedures PUBLIC 19
4 Test Procedures
This section describes test procedures for each process step that belongs to this scope item.
4.1 Maintain Customer Project
4.1.1 Create a New Customer Project
Test Administration
Customer project: Fill inthe project-specific parts.
Test Case ID <X.XX> Testing Date:
Tester Name: Duration:
Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>
Purpose
This process step shows you how to create a new customer project.
Procedure
Test
Step #
Comment
1 LogOn Log on to theSAP Fiorilaunchpad asaProject Manager -Professional Services. TheSAP Fiori
launchpad displays.

Test
Step #
Comment
2 Access the App Open CreateCustomer Projects(F0719). TheCreate Customer
Project screen
displays.
3 Maintain Customer
Project Information
● ServiceOrganization: Service Organization – Company US
● Cost Center : Csltg Unit A
● Profit Center : <Consulting Unit A(YB101)>
● Customer : 17100002
● Project Name: <I-1000>
● Project ID: <I1000>
● Stage: In Planning
● Duration: <Choose a date>, for example, from <today - 2 days> to <today + 4 months>
● Currency: USD
● Description: <SAP Implementation Project>
● Public Project: YES
● Restrict Unstaffed Posting: YES
● Use Project Billing(New): YES
Note You usethisswitch to decidebetween theavailablebilling applications:
● ChooseYesto usethebilling application that processesinformation using project billing requests(PBR) and billing document request
(BDR). Subsequently, you usetheApp ManageProject Billing(F4374)to processproject billing.
● ChooseNo to usethebilling application that processesinformationusing billing pro-posalsand debit memo requests(DMR).
Subsequently, you usethe ReleaseBilling Proposals - DueToday (F0780)app to managebilling forprojects.
(TheRelease BillingProposals - DueToday (F0780)app isdeperacated from CE2108. For customersinstallingthesystem before
CE2108, you can continueusing thedeprecated app toprocessbilling documentsforyourexisting projects. However, werecommend that
you switch to the ManageProject Billing (F4374) appforallnew customer projects. Formoredetails, pleaserefer to SAP note 3072179).
Sinceeach billing application usesdifferentdocument typesto processinformation,it isneces-sary to choosethebilling solutionfor your
project beforeyou changethestageto ContractPreparation. Youcannot changethisselectionafter thisstage.
ChooseCreate.
TheProject I-1000is
created and saved.
4 Maintain Project
Roles
On theCreateCustomer Projects screen, choose Add Project Roleand makethefollowing entriesin the Rolefield:
● Project Partner: <Business partner>
● Project Controller: <Business partner>

Test
Step #
Comment
● Project Accountant: <Business partner>
Note You can defineother needed rolesand assign them to theproject typesby SSCUI with the DefineRoleTypes app.
Note Depending onyourconfiguration environment, configuration stepscan beaccessed under ConfigureYour Solution intheSAP Fiori
launchpad or viatheconfigurationactivity in theProduct-Specific Configurationphasein theproject experienceofSAP Central Business
Configuration.
5 Save Your Entries ChooseSave. Theproject issaved.
4.1.2 Copy a Project as Basis for New Project
Test Administration
Customer project: Fill in the project-specific parts.
Purpose
This process step shows you how to make a copy of an existing customer project to create a new customer project.

Procedure
Test
Step #
Comment
1 LogOn Log on to theSAP Fiorilaunchpad asaProject Manager -Professional Services. TheSAP Fiori launchpaddisplays.
2 Access the App Open Plan Customer Projects (F0719). TheCustomer Project screen displays.
3 Filter My Projects
List
In theSearch field, enter project nameorIDand choose Search icon.
You can choose Groupicon to filter by aprojectmanager oracustomernameto search for your project.
You can also choose Filter iconto filter for My Favoritesprojectsorprojectswith differentstatus.
TheSearch Result section displaysthefiltered results.
4 Copy Customer
Project
Select aproject astemplateand choose Copy.
In theCopy Project dialog box,select from WorkPackagesand Services, or WorkPackages, Services, and
Resources to definethetemplatecontent.
Select New Start Datecheckbox and chooseyour proposed start date.
ChooseOK.
TheCreate Customer Project screen with new project
informationdisplays.
5 Save Project Maintain relevant information for thenew project andchoose Save(seesection Maintain Work Packages
and Time-basedPlanning).
TheCustomer Projects screen with new project
informationdisplays..
4.2 Maintain Work Packages and Time-based Planning
Test Administration

Purpose
This process step shows you how to maintainwork packages and time-basedplanning details after creating a project.
Procedure
Test
Step
#
Comment
1 LogOn Log on to theSAP Fiorilaunchpad asaProject Manager -Professional
Services.
2 Access the App Open Plan Customer Projects (F0719). TheCustomer Projectsscreen displays.
3 Choose a Customer Project toEdit On theCustomer Projects screen, you can view different projectsdisplayed
at theleft side.
You may search for your project using search bar or choosing thefilter iconat
thebottom.
ChooseI-1000 project and choose Edit.
Project I-1000displaysand isavailableforfurther editing.
4 Update the First Work Package ChooseWorkPackages.
Thefirst workpackageisproposed by default.
Replacetheproposed entrieswith thefollowing entriesand choose Save:
● Name: <BBP>
● Duration: <choose a date>, for example, from <today - 3
months> to<today + 1 month>
● Description : <Business Blue Print Phase>
Thenew workpackageisupdated.
5 Create Further WorkPackages On thecurrent screen, to createanew workpackage, choose (Create).
Make thefollowing entriesand choose Create:
● Name: <Realization>
● Duration: <choose a date>, for example, from <today - 2
months> to<today + 3 month>
● Description: <Realization Phase>
● WorkPackageType: Resource Based (Time)
Note You can also copy workpackageby choosing to inlcudebelow
items:
TheMessages dialog box displays.

Test
Step
#
Comment
• Blocked Functions
• WorkItem
• Team
• Requested Resources
• Additional Resources
• Expenses
• Attachments
6 Create MoreWork Packages Repeat previousstep 5 with thefollowingvaluesand choose Create:
● Name: <Test>
● Duration: <choose a date>, for example, from <today – 1
month>to <today + 4 month>
● Description: <Test Phase>
● WorkPackageType: Resource Based (Time)
TheMessages dialog box displays.
Repeat previousstep 5 with the
following valuesand choose Create:
● Name: <Maintenance>
● Duration: <choose a date>,
for example, from <today -
10 days> to <today + 4
month>
● Description: <Maintenance>
● Work PackageType: Resource
Based (Time)
Repeat previousstep 5 with the
following valuesand choose Create:
● Name: <Licenses>
● Duration: <choose a date>,
for example, from <today -
10 days> to <today + 4
month>
● Description: <Licenses>
● Work PackageType: Service
Based (Unit)

Test
Step
#
Comment
● Unit: U001
7 Assign Work Items tothe Work
Package
ChooseSelect under WorkItem for theworkpackageyouwant toedit,and
select P001 DocumentationinSelect WorkItems dialogbox.Choose OK and
Save.
Repeat this step to assign existing workitemsto relevant workpackages.
Note If needed, you can review theassigned workitemsby choosing
Assigned. ChooseEdit to modify.
You can maintain WorkItemsand Groupsby SSCUI with the Manage
Your Solutionapp. SearchDefineWorkItemsand Groups.
Note Depending onyourconfiguration environment, configuration steps
can beaccessed under ConfigureYourSolutionin theSAP Fiori
launchpad or viatheconfigurationactivity in the Product-Specific
Configuration phasein theproject experienceofSAP CentralBusiness
Configuration.
WorkItemsareassigned to theworkpackage.
8 Add Roles to First Work Packages Select a WorkPackageto display the Detailsscreen.
ChooseAdd Team Rolein thetop right corner toadd anew role.
Enter thefollowing data, and then choose Add:
● WorkPackage: <BBP>
● Role: Project Manager
● Delivery Organization: Service Organization – Company US
● WorkItem: <work item>
● Effort (Hours): <100>
Enter anew rolewith below information:
● Role: Platinum Consultant
● WorkItem:<worm item>
You can select Billableor Non Billablefrom Billing ControlCategory
dropdown list. Choose Settingsto display BillingControl Category field in the
table.
Assigned rolesarelisted for theworkpackage.
Planned Costsareautomatically calculated from thePlanned Effort.
Planned Revenuesarecalculated based on theservicepricelist.
Note If you chooseadifferentserviceorganization, for example,
Service Organization – Company US, an intercompany
resourcefrom Company Code 1710 isstaffed andthebusiness
processIntercompany Processes - Project-Based Services(16T) is
triggered. For moreinformation,refer totherelated test script.

Test
Step
#
Comment
Note Non-billableeffort isnot considered during thecalculation of
planned revenue, and not charged to thecustomer during thebilling
process.
ChooseSave and Back.
On theCustomer Project screen, under the Effort column,ifyou wantto
distributeplanned package, choosethe Distribute(Pencil) iconto adjust
theeffort in thedisplayed calender dialog box.
By default, total effort isdistributed equally. When thereisaperiod
changeof theworkpackage, amessagethat informsto review effort
distribution displays(by default theplanned effort iskept asit isfor the
existing plan'speriod andthenew plan'speriod isplanned with 0 effort).
9 Add Roles to WorkPackages Repeat thepreviousstep 8 withthefollowingvalues:
● WorkPackage: <Realization>
● Role: Senior Consultant
● WorkItem:<work item>
● Role: Junior Consultant
Repeat step 8 with thefollowing values:
● WorkPackage: <Test>
● Delivery Organization: Service Organization – Company DE
● Planned Effort: <50>
Theassigned rolesarelisted for theworkpackages.
Planned Costsareautomatically calculated from thePlanned Effort.
Planned Revenuesarecalculated based on theservicepricelist.

Test
Step
#
Comment
Repeat step 8 with thefollowing values:
● WorkPackage: <Mantainence>
● Planned Effort: <50>
Enter a new rolewith below information:
10 Specify RequiredSkills On theselected workpackagedetailsscreen, choosethe Skillsfield.
Enter therequired skillsin thetext box, such as <ABAP>, or<SAP
S/4HANA>. ChooseAdd andOK to assign.
Note A maximum of5 skillscan beassigned to each role.
Therequired skillsfortherolearedefined.
11 Add Expense Type to theWork
Package
Select aworkpackageto display the Detailsscreen.
ChooseAdd Expenseicon in theExpenses sectionon theright sideofthe
screen.
Make thefollowing entries, then choose Save:
● ExpenseType: Accommodation
Note You can maintain ExpenseTypeby SSCUI with in the Manage
Your Solutionapp. SearchDefineExpenses. After itisselected,
choosetherow to get information:
• Costs: <Cost>forexample, <2000>
Expensesare added to theworkpackage.
Planned costsand revenuearerecalculated.

Test
Step
#
Comment
• Revenue: <Revenue>, for example, <2500>
Note Depending onyourconfiguration environment, configuration
stepscan beaccessed under ConfigureYour Solution in theSAP Fiori
launchpad or viatheconfigurationactivity in the Product-Specific
Configuration phasein theproject experienceofSAP Central
BusinessConfiguration.
You can select Billableor Non Billablefrom Billing ControlCategory
dropdown list. Choose Settingsto display BillingControl Category field in the
table.
Non-billableeffortisnotconsidered during thecalculationof planned
revenue, and not charged to thecustomerduring thebilling process.
12 Add QuantitytoWorkPackage Select aworkpackageto display the Detailsscreen.
Enter thefollowing data, and choose Savethen Back.
● WorkPackage: Licenses
● Quantity: 15
If thereisany roleplanned for unit-based workpackage, theeffort isnon-
billableby defaultand not charged to thecustomer during thebilling
process. You can select BillingControl Category inSettingsto display itin the
table.
Planned quantity isassigned tounit based workpackage.
ThePlanned Revenueisbased on thePlanned ServiceUnits, and the
Planned Costsarebased on therole/timeplanning.
13 Select Block Functions (optional) Select aworkpackageto display the Detailsscreen.
TherearefiveBlocked Functions to beselected:
● Activity Allocation
● Concur ExpensePosting
● TimeRecording
● Purchasing
● Other ExpensePosting
14 AttachDocuments to Work Package On theWorkPackagedetailsscreen, scrolldown to the Attachments section.
To add anew document, choose Upload. Selectthedocumentand choose
Open to attach thedocument.
New documentsareadded asattachmentsto theworkpackageand listed.

4.3 Maintain Work Package Staffing (Without Scope Item 1KC-Advanced Resource Management- Project-Based
Services)
Test Administration
Purpose
This process step shows you how to staff work packages after roles are assigned without reference to Advanced Resource Management - Project-Based Services (1KC).
Procedure
Test
Step #
Comment
2 Access the App Open Plan Customer Projects (F0719). TheCustomer Projects screen displays.
3 View My Projects HeaderData
andChoose a Customer Project
to Edit
ChooseProject I-1000(created inan earlierstep) and Edit. Project I-1000information screen displays.
4 EmployeeStaffing – Add
EmployeeAssignment toRole
in Work Package
Chooseaworkpackageto display the Detailsscreen.
For each role, to staffan employee, choose Add Resource.
Select theemployeecheckbox, and choose Add to Role.
Make thefollowing entriesand choose Save:
Theemployeesarestaffed for corresponding workpackage.

Test
Step #
Comment
● Employee: <employee>
● WorkPackage: Realization
Note A list of employeesalready staffed in theselected roleisshown. If there
areno nameson thelist, search for an employeeasexplained in thenext step.
5 EmployeeStaffing – Search for
Employee
Chooseaworkpackage.
On theworkpackagedetail screen, choose Add Resource besiderole.
In theAdd Resourceto WorkPackage dialog box, select IncludeContingent
Worker checkbox to includeexternalor freelanceresources.
ChooseReset icon in thesearch bar to removerolefilter. Enter aroleor an
employeenameto search.
Select thecheckbox of employeeand choose Add toRole.
Make thefollowing entries and choose Save:
● WorkPackage: BBP
Searched employeesarestaffed.
6 EmployeeStaffing –
Availability
Chooseaworkpackage.
On workpackagedetail screen, choose Add Resourcebesiderole.
In theAdd Resourceto WorkPackage dialog box, choose SeeAvailability to display
themonthly availability of theemployee.
● Availability iscalculated monthly basing on weekly working hoursofthe
employee.
● Number of working daysin amonthiscalculated based on company code
calendar of theemployee.
● Already staffed daysarededucted.
Select theemployee, select thecheckbox, and chooseNumber ofworkingdaysin
amonth iscalculated based on company codecalendarof theemployee.Addto
Role.
Themonthly availability oftheemployeedisplays.

Test
Step #
Comment
7 EmployeeStaffing – View
EmployeeFact Sheet
Chooseaworkpackageline.
In theAdd Resourceto WorkPackage dialog box, search for therelevant employee
and choosetheselected employeenameto view the EmployeeFact Sheet.
Closethefact sheet in thenew window, select thecheckbox,and choose Add to
Role.
● Employee: Number of working days in a month
isemployee<employee>
ChooseSave.
TheEmployeeFact Sheet screen displayswithemployeeinformation:
cost center, contacts, employmentsdetails, servicecost level, and project
history areavailablefor detailed analyses.
On theEmployeeFact Sheet screen, you may choosetheProjectIDto
navigateto theProject FactSheet screen or choose Customer tonavigate
to theCustomer Fact Sheet screen for moreinformation.
8 EmployeeStaffing – Remove
in Work Package
Chooseaworkpackage.
On theworkpackagedetail screen, choose Deleteicon ontherightscreen, choose
Removetheemployeebut leavetheroleto staffit later intheRemoveResource
dialog box and choose OK.
ChooseSave and Back icon.
Thestaffed employeeisremoved.
9 EmployeeStaffing - TeamView ChooseTeam to view team details. You can usethisview to add roles, staff employees, or adjust thealready
planned effort.
4.4 Maintain Work Package Staffing (With Scope Item 1KC - Advanced Resource Management - Project-Based
Services)
Test Administration

Purpose
This process step shows you how to staff work packages after roles are assigned withreference to Advanced Resource Management - Project-Based Services (1KC).
NoteIn the advanced versionof resource management, dedicated resource managers manage resource utilization and project staffingby creating, changing, or deleting assignments for
resources and resource requests. Refer to 1KC for more information.
However, project managers can always request a specific resource and alsocreate assignments inthe apps for customer project management. If your company's staffingprocess is set up in
such a way that project managers alsoare able to create assignments, make sure the business catalogs Resource Management - Staff Customer Projects
(SAP_CA_BC_RSH_CUSTPROJ_PSP_PC) has been assigned to the relevant project manager business role. This catalog is included inthe business role template Project Manager -
Commercial Services (SAP_BR_PROJ_MANAGE_COMM). As a project manager, you can then create assignments as long as a resource manager has not assigned a resource to a request yet.
These assignments can be changed by resource managers. On the other hand, youas a project manager cannot change or delete an assignment once it has been created by the resource
manager.
Procedure
Test
Step #
Comment
Services.
2 Access the App Open Plan Customer Projects (F0719). TheCustomer Projectsscreen displays.
3 View My Projects HeaderData
andChoose a Customer
Project toEdit
ChooseProject I-1000(created inan earlierstep) and Edit. Project I-1000screen displays.
4 EmployeeStaffing – Add
in Work Package
Chooseaworkpackageto display the Detailsscreen.
For each role, to staffan employee, choose Add Resourcein theStaffed
Resourcecolumn.
Select thecheckbox of employeeand choose Add toRole.
● Work Package: BBP
Theemployeesarestaffed for corresponding workpackage.
In thecasewheremultipleresourceswereassigned to onerole, themultiple
resourceswill beshown in the Staffed Resource column. Refer to theAdvanced
ResourceManagement - Project-Based Services(1KC) test scriptto perform the
staffing.

Test
Step #
Comment
Note Thesystem displaysalist of employeesbased on thesuitability
matching results. Suitability matching isperformed automatically
based on theavailability and skillsof theemployees.
5 EmployeeStaffing – Search Chooseaworkpackage.
In theAdd Resourceto WorkPackage dialog box, select Include
Contingent Worker checkbox to includeexternalor freelanceresources.
ChooseReset icon in thesearch bar to removerolefilter. Enter aroleor
an employeenameto search.
Select thecheckbox of employeeand chooseAdd toRole.
● WorkPackage: BBP
Searched employeesarestaffed.
6 EmployeeStaffing - Team
View
ChooseTeam to view team details. You can usethisview to add roles, staff employees, or adjust thealready planned
effort.
4.5 Maintain Customer Project Billing
Test Administration

Purpose
This process step shows you how to maintainthe project billing information.
Procedure
Test
Step
#
Comment
2 Access the App Open Plan Customer Projects (F0719). TheCustomer Project screen displays.
3 Change Project
Status
ChooseProject I-1000and Edit.
On theproject detail screen, select Contract Preparationfrom Stagedropdownlist and choose
Save.
TheBilling tab isavailableforediting.
4 Create Billing
Item for Fixed
Price
ChooseBilling View andmakethefollowing entries:
● Contract Type: Fixed Price
● Description: <Description>
● Assigned WorkPackages: BBP
● Profit Center: <profit center>
● Amount to bebilled: 100,000 USD
Theamount to bebilled isbased on theplanned revenuesof theassigned workpackages.
For your information: The Material ID iseditableonthe Billing tab forall contract typesaslong as
thesales order item iscreated. Differentsalesmaterialscan beused in the Billing tab. If those
materialsbelong to different categoriessuch asmaintenanceand service, theprofitability analyses
would beimpacted. P001isused asthedefaultmaterialIDforfixed price. If not changed, theprofit
center chosen when creatinganew customer project on theinformationlevel isshown as
defaulted. In addition, iftheprofit center ischanged ontheinformation level, itwill not updatethe
onesin billingitem automatically.
Note To test thebundling functionality in thecontext of IFRS15, usematerial IDPIF1 and enter
avaluefor thestand aloneselling price(TotalSSP). Forinformation regarding thebundling
functionality in thecontext of IFRS15, refer to SAP note 2524569.
TheBilling Item for Fixed Priceiscreated.

Test
Step
#
Comment
5 Create Billing
Item for Time
andExpenses
To createanother billing item, choose + (Add).
Make thefollowing entriesand press Enter.
● Contract Type: Time and Expenses
● Assigned WorkPackages: Realization, Test
● Profit Center: <Select profit center by your requirement>
● Amount Cap: <Amount Cap> Ifamaximum amountto bebilled fortime& expenseprojects
hasbeen agreed with thecustomer, it can beentered here. Thefieldisnot visibleby default
and it can beadded using tablesetting button.
● Cap Notification Threshold: <Cap Notification Threshold> Thevalueisrelated tothe
Cap Amount. If an alert using reporting functionality shouldberealized,athreshold value
(which could beforeaxmple80% oftheCap amount) can bespecified here. Thefield isnot
visibleby default and it can beadded using tablesetting button.
For your information: ifnot changed, P002 isused asthedefault material IDforTimeand
Expenses.If not changed, theprofit center chosen when creating anew customer projecton
informationlevel isshown asdefaulted. Inaddition, iftheprofitcenter ischanged oninformation
level, it doesn't updatetheonesin billing item automatically.
Note Thenon-billableserviceassigned in workpagesisrelevant for contract type Timeand
Expenseand doesn't contributeto thecalculation forplanned revenues.
TheBilling Item for Timeand Expensesiscreated.
Note ThereisaCDS view Engagement ProjectTime and Expense Billing
which can beused by theproject manager tomonitor thecap
consumption.
Moreinformation canbefound here:
● CDS View Information:
Open Engagement Project Timeand ExpenseBilling.
● How to CreateYour Own Reportand saveit asaTile
Open SAP S/4HANA Cloud Helpto visit Product Assistance. Choose
English and navigateby: ProfessionalServices> Customer and
Internal Project Management> Plan Customer Projects> Analyze
Timeand ExpenseBilling .
6 Create Billing
Item for
Periodic
Services
Make thefollowing entriesand press Enter:
● Contract Type: Periodic Service
● Assigned WorkPackages: Maintenance
For your information: ifnot changed, P003 isused asthedefault material IDforPeriodicServices.
In thiscase, theprofit center isselected when creatinganew customer project on information level
isshown by default. Additionally, if theprofit center ischanged on informationlevel, it doesn't
updatetheonesin billingitem automatically.
TheBilling Item for Periodic Servicesiscreated.
In thisexample, thePeriodic Servicesitem reflectsthefixed maintenance
fee.

Test
Step
#
Comment
Note To test thebundling functionality in thecontext of IFRS15, use material IDPIF3 and enter
avaluefor thestand aloneselling price(TotalSSP).
7 Create Billing
Item for Usage-
based Billing
Make thefollowing entriesand press Enter:
● Contract Type: Usage Based
● Description:<Description>
● Material ID: P002
● Assigned WorkPackages: Licenses
For your information: thisusagebased item will beused to collectthenumber oflicensessold to
thecustomer. In thisscenario, Material ID P004isused. Ifnotchanged, theprofit center isselected
when creating anew customerproject oninformation level isshownby default. Additionally, ifthe
profit center ischanged oninformation level, itdoesn't updatetheonesin billing item
automatically.
Note Kindly beawarethat theP-materialyou haveused won't appear ontheinvoice. Dueto
thedesign of resource-related billing, theused material isreplaced by thecaptured service
units(seeCaptureServiceUnits(Optional) [page]41). P004isnot availablein your system,
instead material P002willbeselected automatically. In thiscase, it ishighly recommended to
createyour own salesmaterial (for example, P004through copying material P002) and follow
thesame Revenue-Recognition SSCUI instructionsasstated in Event-Based Revenue
Recognition- Project-Based Services(1IL) test script.
TheBilling Item for Usage-based Billingiscreated.
8 Save ChooseSave.
Closethemessage and choose Back icon.
A sales order iscreated without abilling plan. Workpackage Business
Blueprint (BBP) isassigned totheBilling Item forFixed Price; work
packagesRealization and Test areassigned to the Billing Item for
Timeand Expenses; workpackageMaintenanceisassigned to the Billing
Itemsfor Periodic Services. Workpackagelicenses isassigned to the
Billing ItemsforUsageBased.
Under theGeneral, thesalesorder number displays. The Amount To Be
Billed (Total) isthesum oftheAmountto bebilled for thedifferent Contract
types. Thisisthevalueof thesalesorder (contracted revenue) and can differ
from theproject planned revenues.

Test
Step
#
Comment
9 Create Billing
Plan for Fixed
Price
To createbilling plan for Fixed Price, choosethebilling item forFixed Price，makethefollowing
entriesand go back:
● Billing duedate: <Billing due data>,forexample, <today - 8 days>
● Item Usage: Down Payment Request (optional, and must notbeused together with
Payment on Account)
● Amount: for example, 20,000 USD
● Billing duedate: <Billing due data>,forexample, <today – 7days>
● Note: First bill
● Amount: 30,000 USD
● Billing duedate: <Billing due data>,forexample, <today>
● Note: Second bill
● Billing duedate: <Billing due data>,forexample, today + 7 days
● Note: Third bill
A billing plan iscreated forFixed Price.
Another row isadded automatically when previousrow hasbeen filled with
no errors.
10 Create Billing
Plan for Time
andExpense
To createbilling plan for Timeand Expense, choosethebillingitem forTimeand Expense, make
thefollowing entriesand go back:
● Billing duedate: <today>
● Item Usage: Time and Expenses
● Billing duedate: <Billing due date>,forexample, <today – 9 days>
● Item Usage: Down Payment Request (optional, and must notbeused together with
Payment on Account)
A billing plan iscreated forTimeand Expenses.
11 Create Another
BillingPlan for
Time and
Expense
To createanother billing plan forTimeand Expense, choosethebillingitem forTimeand Expense,
make thefollowing entriesand go back:
● Billing duedate: <today>
● Item Usage: Time and Expenses
● Billing duedate: <Billing due date>,forexample, <today – 7 days>
● Item Usage: Payment on Account (optionaland must not beused together withdown
payment request)
Another billingplan iscreated for Timeand Expenses.

Test
Step
#
Comment
12 Create Billing
Plan for
Periodic
Services
To createbilling plan for Periodic Services, choosethebillingitem for Periodic Services, and make
thefollowing entriesand go back:
● Billing duedate: <Billing due date>,forexample, today
● Item usage: Periodic Service
● Servicestart date: <Service start date>, for example, <today>
● Serviceend date: <Service end date>, for example, <end of the current
month>
● Billing duedate: <Billing due date>,forexample, <beginning of next month>
● Item usage: Periodic Service
Servicestart date: <Service start date>, for example, <beginning of next month>
Serviceend date: <Service end date>, for example, <end of next month>
Go backand save.
For your information: You can also usethecopy functionto createthebilling plan.
Select thebillingdate, select Copy, and enter theperiodicity (for example, every month) and the
start/end dates.
A billing plan iscreated forthefixed maintenancefee(PeriodicServices).
13 Create Billing
Plan for Usage-
Based Billing
To createbilling plan for Usage-Based Billing, choose thebilling item for Usage -Based Billing, and
make thefollowing entriesand go back:
● Billing duedate: <Billing due data>,forexample, <today>
Billing duedate: <Billing due data>,forexample, <today + 1 month>
A billing plan iscreated forcollectingthenumber oflicensessold to the
customer in acertain period.
14 Maintain
Project-Specific
Price per Hours
for Services
Under theGeneral section, choose ManagePrices. On theManagePrices- Salesscreen, thereare
someentrieshavebeen set by default:
● Editing Status: All
● Filter Method: Filter with Applicable Criteria Only
● Project ID: I1000
● Condition Type: PCP0
To createanew project-specificconditionrecord, choose Createand enter thefollowentries:
● Condition Type: PCP0
● Condition Table: 4PB
● Material: for example, T001
● Customer Project ID: I1000
Themessage Condition record displays.

Test
Step
#
Comment
● Valid From: <today – 2 days>
● Valid To: <today + 4 months>
● Condition Amount:forexample, 100.00 EUR
● Pricing Unit: forexample, 1 Hour
● Calculation Type: C
ChooseSave.
Note With manageprices, theproject-specificservicepricecan bedefined and used to
recalculateplanned revenuebased on new condition records. Conditiontype PCP0isset by
default for projectprice. Apartfrom 4PB, thereareother condition tablecan bechosen and
used by entering therequired entries.
15 Change the
Project Status
On theCustomer Projects screen, choosethe Informationview, in theStagefield, chooseIn
Execution fromthedropdown list andchoose Save.
Thesystem displaysthemessages:
Project updated
Baseline version created
Theproject isin execution phasenow. A baselineversionisautomatically
created. All theinitial planned dataincluding thecost detailswill bepushed
to FinanceACDOCP automatically.
16 Update Baseline
Version
(Optional)
On theCustomer Projects screen, choosethe Versionsview, select theworkpackageand choose
UpdateBaseline at bottom right toupdatethebaselineversion ifneeded.
TheVersion detailsscreen displays. Thebaselineversion canbecompared
with theactual version.
You can alwaysupdatethebaselineversion using UpdateBaseline. All the
current updated planned dataincludingthecost will bepushed to Finance
ACDOCP again.
During theupdate, only theversion ofthoseworkpackagesthat are
selected will beupdated. Theversionsof workpackagesthat arenot
selected will bekept unchanged.
17 Confirm the
Staffing
(without Scope
Item 1KC)
Go backand choosethe WorkPackages view, chooseaworkpackageto display thestaffed
employeesdetails.
Switch On thebutton in the Confirmed column to confirm thestaffingand choose Save.
Onceall Employeesaresuccessfully staffed to aworkpackage, the Staffing
Statusfor theworkpackagechangesto Staffed (green) or Partially Staffed
(yellow).

4.6 Project Staffing Analysis (optional)
Test Administration
Purpose
This optional process step shows you how tosee all staffingdemands across all the projects.
Procedure
Test Step
#
Comment
Services.
2 Access the App Open Project Staffing Analysis (F2902). TheProject StaffingAnalysis screen displays.
3 View Overall Project Staffing
Demands
Thefollowing criteriascan beused asfilters:
● Role
● Project
● WorkPackage
● ReguestsBetween
● Status
● Due(Status)
● WorkPackageDuration
● Project Type
Theoverview pageshowsall thestaffing demandsand statusacrossthe
internal and customer project.
To changeor add filtersin the Standardview, chooseAdaptFilters.

Test Step
#
Comment
4 View Project StaffingDemands
in Detail
Chooseonestaffing entry you areinterested in. Thedetailed staffing
informationdisplays.
You can also choose Show EffortDistribution toseethecurrentstaffing
proposalsby months.
Theproject staffingdetailsdisplay.
4.7 Capture Service Units (Optional)
Test Administration
Context
This optional stepshows you how to capture the usage-based services ina project as a base for billing.
The possible use cases are:
● Billingof licenses over a time period
● Billingof support tickets raisedby the customer
● Billingof calls to a support hotline
The calls and tickets might be relatedto a maintenance contract witha base amount of support services. Services exceeding the base amount are additionally billedto the customer.

Procedure
Test
Step #
Comment
1 Logon Log on to theSAP Fiorilaunchpad asCost Accountant -Overhead. TheSAP Fiori launchpaddisplays.
2 Access the SAP
Fiori App
Open ManageDirect Activity Allocation(F3697). TheManageDirect Activity Allocation screen displays.
3 Capture Service
Unit
On theManageDirect Activity Allocationscreen, choose Createto createa
new activity allocation.
Make thefollowing entries.
In theHeader Information section:
● Journal Entry Date: <Doc. Date>, for example, <Today>
● Postg Date: <Postg. Date>, for example, <Today>
In theItemssection:
Note To show and maintainadditional items, choose Settingsand select
corresponding items.
● Send. Cost Center: 10101902
● Sender Activity Type: U001
● Receiver WBS element: For example, <I1000.1.4(Licenses)>
● Total Quantity: 10 PC
● Sender Cost Center: 10101902
● Sender Activity Type: U002
● Receiver WBS element: For example, <I1000.1.4(Licenses)>
● Total Quantity: 5 PC
ChooseSave.
Thedocument isposted, and serviceunits(number of licensessold to thecustomer
in acertain period) arecaptured.

4.8 Create Billing Document Request
Test Administration
Purpose
This process step shows you how to create a billing document request.
Prerequisites
The following Business Processes must be run before this step:
● Time Recording - Project-Based Services (J12)
● Service and Material Procurement - Project-Based Services (J13)
● Consumable Purchasing (BNX) (Optional)
Procedure
Tocreate a billing document request, please refer to Project Billing - Project-Based Services (4E9).
NoteFor the fixed price, periodic services, downpayment, and payment on account billing items, the billing amount is the value of the sales order billing plan(see chapter MaintainCustomer
Project Billing [page ] 33).
For the time and expense billing item, the billingamount is calculated based on the actual costs posted on the project. A list of service/expense items display with costs coming from the
following business processes: Time Recording - Project-Based Services (J12) and/or Service andMaterial Procurement - Project-Based Services (J13) and/or Consumable Purchasing (BNX).
For the usage-based billing item, the billing amount is the quantity posted inthe Enter Activity Allocation - Deprecated (KB21N) app multipliedby the sales price (see section Capture
Service Units (Optional) [page ] 41).

For the time and expense billing item, the non billable service will be indicated via a new column and the amount to be billed will be automatically writtenoff for the same. This can't be
changed by the project manager later.
4.9 Review Customer Project
Test Administration
Purpose
This process step shows you how to analyze the customer project KPIs.
Procedure
Test
Step #
Comment
2 Access the App Open Review Customer Projects (F1659). TheReview Customer Projectsscreen displays
with projects InExecution.
3 Check CustomerProjects On theCustomer Projects screen, you can analyzethecurrentsituationof thecustomer projects.
You can also select aspecificproject tostart to monitorit in details.
4 Choose a Customer Project and
View MonitoringDetails
Check Forecast Month for your project. Ifnecessary, choose Set Forecast Month to set thereview
period to thecurrent month,then select >icon to startmonitoring thisproject.
ThecoreKPIsfor project monitoring display.

Test
Step #
Comment
On theReview Customer Projects screen, thecoreKPIsforproject monitoring areavailablefor
detailed analyses.
Theanalysisper workpackageisavailable; theremaining effort for WorkItem and Resource and/or
theremaining costsforExpensetypescan beupdated.
When saving, thePoCisbeing recalculated.
Oncethereview iscompleted, set the Forecast Statusto Completedand Save.
5 Maintain Project Status forthe
Customer Project
On theReview Customer Projectscreen, choosetheproject youwant tomaintain,then choose
Project Status tab.
Choosethe + icon, in the New Status dialogbox,maintain thestatusand choose Save.
Enter today'sstatusfor thefollowing KPIs: OverallStatus, Budget, Staffing, Execution.
Thestatusismaintained.
6 Compare Versions On theReview Customer Projectscreen, select Version Folder. Thecomparison between theactualversionand
thebaselineversion isavailable.
4.10 Set Project Status (Completed)
Test Administration
Purpose
This process step shows you how to set the customer project to Completed.

Procedure
Test
Step #
Comment
1 LogOn Log on to theSAP Fiorilaunchpad asaProject Manager -
Professional Services.
2 Access the App Open Plan Customer Projects (F0719). TheCustomer Projects screen displayswithassigned projects.
3 View Projects Header DataandChoose a
Customer Project toEdit
Chooseproject I-1000. Project I-1000displays.
4 Change the Project Status ChooseEdit to manageproject information. Makethe
following entry and choose Save.
● Stage: Completed
Theproject stageisupdated accordingly.
Thisstageindicatesthat workhasbeen completed and delivered, but financial
settlements(customer/supplier invoices) arestillpending.
4.11 Close Customer Projects
Test Administration
Purpose
This process step shows you how to close the customer project.
The following Business Processes must be run before this step:
● Event-BasedRevenue Recognition - Project-Based Services (1IL)
● MarginAnalysis (J55)

Procedure
Test
Step #
Comment
1 LogOn Log on to theSAP Fiorilaunchpad asaProject Manager -
Professional Services.
2 Access the App Open Plan Customer Projects (F0719). TheCustomer Projects screen displayswithassigned projects.
3 View Projects Header DataandChoose a
Customer Project toEdit
ChooseProject I-1000. TheProject I-1000displays.
4 Change the Project Status ChooseEdit to manegeproject information. Makethe
following entry and choose Save.
● Stage: Closed
Theproject stageisupdated accordingly. When aprojectisclosed,
financial postingsareno longer possible.
4.12 Reset Project Status to Completed (Optional)
Test Administration
Purpose
This optional process step shows you how toset the customer project to Complete again.

Procedure
Test Step
#
Comment
1 LogOn Log on to theSAP Fiori launchpad asaProject Manager -Professional
Services.
2 Access the App Open Plan Customer Projects (F0719). TheCustomer Projects screen displayswith
assigned projects.
3 View Projects Header DataandChoose a Customer
Project toEdit
ChooseProject I-1000. TheProject I-1000displays.
4 Change the Project Status ChooseEdit to manageproject information. Makethefollowing entry and
chooseSave.
● Stage: Completed

Appendix PUBLIC 49
5 Appendix
This chapter provides a detailedprocedure for Human Capital data preparation (like employee, employment and Service Cost Level) for Project Based Services solution. Additional Employees
can be imported in the system.
When the data is available, you can start the project basedsolution scope items like Customer Project Management - Project-Based Services(J11), Time Recording - Project-Based Services(J12),
Service and Material Procurement - Project-Based Services(J13), Sales Order Processing - Project-Based Services(J14), Internal Project Management - Project-Based Services(1A8),Intercompany
Processes - Project-Based Services 16T and Time Recording - Project-Based Services(1KC).
The Processes J11 and J14 can be a part of the two-tier scenario “Procurement of Project Services from Subsidiaries by Headquarter”, inwhich a headquarter can procure project services from a
subsidiary.
Details on this scenario canbe found withinCustomer Guide “S4CLD1811_Two Tier ERP_Project Services Procurement_EN.docx”, which canbe found within2-Tier ERP Assets (User Guides,
Templates etc.) inthe section “2-Tier” of the SAP Best Practices Explorer (https://rapid.sap.com/bp) SAP S/4HANA > Cloud > SAP Best Practices for SAP S/4HANA Cloud > Solution Scope .
Choose 2-Tier ERP from the dropdown list.
5.1 Prepare Employee CSV File for Upload
Test Administration
Procedure
Test
Step #
Comment
1 LogOn Log on to theSAP Fiorilaunchpad asa HR Information
Administrator.

Appendix PUBLIC 50
Test
Step #
Comment
2 Access the App Open Import Employees. TheImport Employees screen displays.
TheApp isused to createusersand upload employees, employment,and ServiceCost Level
information.
3 Check Contents of
the Screen
Checkthefollowingtwopartsinthescreen:
Thefirst part isused to download thetemplateand thesecondpart
to import data.
Drag theImport Type drop box. Therearefouroptions:
● Employeeand Employment Import
● ServiceCost Level
● Basic EmployeeImport
● EmployeeSkill Tag Import
4 Choose
Delimiters
ChooseDelimitersbetween commaand semicolon. TheCSV filesarecreated or stored based on theList Separatorsettings(subject toyourcomputer
settings).
For example, in India, thedefaultseparator iscomma(,) and in Germany, thedefault separator is
semicolon (;).
5 Download
Templates
ChooseDownload Templates. Thetemplatesaredownloaded based on theselectionofthedelimiter.
For example, if theuser selectscomma(,) then thetemplatesaredownloaded with commaasa
separator.
Download CompleteNotificationscreen displaysthemessage You can findthedownloaded templates
in theDownloadsfolder : EmployeeDataand Employment Data. For moreinformation, pleaserefer
to theapp descriptionin thehelp.sap.com.
6 Use the Template
to Customize
Use thetemplates(ascovered in thefollowing sections) to prepare
your customized employee/employmentand ServiceCost Level csv
file.
Savethecustomized fileand copy thepathwherethecustomized
fileisstored.
Note Do not logofffrom theSAP S/4HANA system asyou would
need to resumeonceyou aredonewith adaptingthetemplates.
NoteThe Adapt the employee data template, Adapt the employment data template, and Adapt the service cost level template steps are not performed in the SAP S/4HANA system.
Adapt theEmployee DataTemplate

Appendix PUBLIC 51
In case you cannot download the template, a template table is provided below for your reference. All mandatory fields are withasterisk (*) and sample values. All required formats of the input
data and constant options of the fieldare maintained in the column header.
You can create a customized file for upload.
Note that you can create employees from scratch or you canalso update the data such as phone number and e-mail of the existing employee. If the user name field is empty for the uploading
employees, the employee can not be created.
For existing employee, you canmaintain the Employee Skill Tag. If Resource Management function is activated, system can match resource requests with resource automatically by considering
his/her skills.
NoteFor contingent worker, you would need to fill some payment data inthe import file inorder to have the Vendor generated. Evenif you prefer not to maintain bank information for
vendors because you would be paying through check/cash, still youwould need to maintain the payment method.
Additionally youwill need to fill the Language field, if not already done.
Here is the Employee data template:
*PersonExternalID UserName * *BusinessPartnerRole
(BUP003[Employee]/BBP005[Service
Performer]/BBP010[Freelancer])
Supplier[*for
BBP005]
*FirstName *LastName PersonFullName GenderCode(1/2) EmailAddress PhoneNumber MobilePhoneNumber Language BankC
INTSERVPERF
17 10
INTSERVPERF
17 10
BUP003 AN LI an.li@sap.com EN
EXTSERVPERF
17 10
EXTSERVPERF
17 10
BBP005 17300001 LI AN li.an@sap.com EN
Adapt theEmployment Data Template
data and constant options of the fieldare maintained in the column header.
You can create a customized file for upload.
NoteThe PersonExternalID here must be the same as maintained in the Employee Data file.
Here is the Employment data template:

Appendix PUBLIC 52
*PersonExternalID *StartDate(YYYYMMDD) *EndDate(YYYYMMDD) *WorkAgreementStatus(0[Inactive],1[Active]) CompanyCode CostCenter WorkingTimePercentage WeeklyWorkingHours(hh) WeeklyWorkDays S
INTSERVPERF
17 10
20000805 99991231 1 1710 17101902 100 30 5
EXTSERVPERF
17 10
20000805 99991231 0 1710 17101902 100 30 5
Adapt theService Cost Level Template
Note
1. FieldManagerPersonExternalID must be maintainedif for example Line Manager is the approver for non-project relatedtime recording.
2. When youupload employment data for line manager, please make sure the manager's employment start date should be earlier than employee's employment start date.
3. FieldCostCenter should also be maintained.
data and constant options of the filedare maintained in the column header.
You can create a customized file for upload. The PersonExternalID here must be the same as maintained inEmployee and Employment Data file. The Service Cost Level can only be uploaded
after a successful Employee/Employment data upload.
*PersonExternalID PersonWorkAgreementExternalID CompanyCode StartDate(YYYYMMDD) *ServiceCostLevel
INTSERVPERF1710 INTSERVPERF1710 1710 5
INTSERVPERF1710 INTSERVPERF1710 1710 3
Adapt EmployeeSkill Tag Import Template
For existing employees, youcan upload templates with import type Employee Skill TagImport. Toadd a new skill, incolumn *Operation(A-Append/O-Overwrite), please choose A. To overwrite,
please choose O.
Table 2:
*PersonExternalID SkillTags(comma separated.Eg:SkillTag1,SkillTag2,SkillTag3) *Operation(A-Append/O-Overwrite)
EXTSERVPERF1710 ABAP,FI,LOGISTICS A
EXTSERVPERF1710 ABAP,FI,LOGISTICS A

Appendix PUBLIC 53
*PersonExternalID SkillTags(comma separated.Eg:SkillTag1,SkillTag2,SkillTag3) *Operation(A-Append/O-Overwrite)
INTSERVPERF1710 JAVA,CO A
INTSERVPERF1710 JAVA,CO A
Continue withthe following steps in the SAP S/4HANA system:
Test
Step
#
Comment
7 Import CustomizedEmployee/Employment Data ChooseImport Type=Employeeand Employment Import. In Import Data(.csv),
chooseBrowseunder EmployeeData and Employment Data to upload customized
Employeedatawith thepath copied in step 5 (path to storethecustomized file).
In Import Name, enter theimport nameand then choose Import.
Based on theselected delimiter, theuser hasto
upload thefiles.
For example, if theuser selectsthecomma(,) as
delimiter and triesto upload thesemicolon(;)
separated template, you would seean error in the
log.
Oncetheupload isdone, an appropriatemessage
displaysin themessagebox.
8 Monitor Employee Imports After importing,thesystem directsyouto the MonitorEmployeeImports screen
from whereyou can monitor whether theupload isinprocessor completed.
Set thefilter to filterouttheimportresult.
Under variant Standard, for Severity, checkthe
following status:
● Canceled
● Error
● Warning
● Information
● Success
For calendar DateFrom-To, choosethedate
when theimport happens. Thefirst clickin
calendar isDatefrom, thesecond clickisDate
To.
ChooseGo in theright upper menu.
Check theApplication Log. Depending on theimport status, below statusisshownunder Severity field.

Appendix PUBLIC 54
Test
Step
#
Comment
● Canceled
● Error
● Warning
● Information
● Success
You can select and double-clickyour import namerow tocheckthelog.
9 Import CustomizedService Cost Level File and
EmployeeSkill TagImport
In theSAP launch pad, open Import Employees.
ChooseImport Type=Employeeand Employment Import. In Import Data(.csv),
chooseBrowseunder ServiceCost Level to upload customized ServiceCost Level
filewith thepathcopied instep 5 (path to storethecustomized file).
Input Importnamein thebox under Import Name, then choose Import.
ChooseImport Type=EmployeeSkill Tag Import, then inImport Data(.csv), choose
Browseunder EmployeeSkill Tag Import toupload customized EmployeeSkillTag
Import filewiththepath copied in step 5 (path to storethecustomized file).
Enter Import namein thebox under Import Name, then chooseImport.
10 Monitor Imports for Service Cost Level and Employee
Skill TagImport
After importing,thesystem directsyouto the ApplicationLogs screen from where
you can monitor whether theupload isinprocessor completed.
Set thefilter to filterouttheimportresult. Under
variant Standard, forSeverity,checkallthestatus:
● Canceled
● Error
● Warning
● Information
● Success
For calendar DateFrom-To, choosethedate
when theimport happens. Thefirst clickin
calendar isDatefrom, thesecond clickis Date
To.
ChooseGo in theupper-right menu.
Check theApplication Log. Depending on theimport status, oneof thefollowing displaysin the Severity field.
● Canceled
● Error

Appendix PUBLIC 55
Test
Step
#
Comment
● Warning
● Information
● Success
You can select and double-clickyour import namerow tocheckthelog.
11 LogOn to SAP S/4HANA System with theNewly
CreatedEmployee ID toCheckif Employee Uploadis
ExecutedSuccessfully.
Log on to theSAP FioriLaunchpad.
User: <PersonalExternalID>
Password: Initial1!
Note Initial1! istheinitial password for thenewly created employee.
Caution You must changethispasswordforsecurity reasons.
1. Thecreated/updated information of the
employeesand contingent workers/external
consultant must bevisibleintherespective
employeeFactsheet.
2. Theuser created from theCSV upload must be
ableto log on to thelaunchpad successfully.
5.2 Using Scope Item J11 in a 2-Tier Scenario
The Customer Project Management - Project-Based Services (J11) and Sales Order Processing - Project-Based Services (J14) scope items can be a part of the two-tier scenario Procurement of
Project Services fromSubsidiaries by Headquarter, inwhich a headquarter can procure project services from a subsidiary.
Details on this scenario canbe found withinCustomer Guide S4CLD1811_Two Tier ERP_Project Services Procurement_EN.docx, which can be found within2-Tier ERP Assets (User Guides,
Templates etc.) inthe 2-Tier section of the SAP Best Practices Explorer (https://rapid.sap.com/bp) SAP S/4HANA > Cloud > SAP Best Practices for SAP S/4HANA Cloud> Solution Scope . Choose
2-Tier ERP from the dropdown list.

Appendix PUBLIC 56
Typographic Conventions
Type Style Description
Example Words or characters quoted from the screen. These include field names, screen titles, pushbuttons labels, menu names, menu paths, and menu options.
Textual cross-references to other documents.
Example Emphasized words or expressions.
EXAMPLE Technical names of system objects. These include report names, program names, transaction codes, table names, and key concepts of a programming language when
they are surrounded by body text, for example, SELECT and INCLUDE.
Example Output on the screen. This includes file anddirectory names and their paths, messages, names of variables and parameters, source text, and names of installation,
upgrade and database tools.
Example Exact user entry. These are words or characters that you enter inthe system exactly as they appear inthe documentation.
<Example> Variable user entry. Angle brackets indicate that you replace these words and characters withappropriate entries to make entries in the system.
EXAMPLE Keys on the keyboard, for example, F2 or ENTER .

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