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Course: SAP Compatible Units for Project Assistants

Course: SAP Compatible Units for Project Assistants. Video Demos. The goal of this course is to prepare Project Assistants (PAs) to complete new tasks in PMT using SAP Compatible Units (CUs). . Course Goal. M2L1 – Business Process and intro to CUs M2L2—Printing a CU Structure List

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Course: SAP Compatible Units for Project Assistants

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  1. Course: SAP Compatible Units for Project Assistants Video Demos

  2. The goal of this course is to prepare Project Assistants (PAs) to complete new tasks in PMT using SAP Compatible Units (CUs). Course Goal

  3. M2L1 – Business Process and intro to CUs • M2L2—Printing a CU Structure List • M2L3—Preparing to use CU Orders Lunch • M2L4 – Adding and Deleting Items on the Structure List • M2L5 – Manually Creating CU Orders Course Structure & Agenda

  4. Complete prerequisites • Participate in exercises • Ask questions • Provide feedback Participant Responsibilities

  5. Class-related • Sign-in sheet • Length and times • Break and lunch room locations • Attire • Facilities-related • Participant materials • Site emergency procedures • Restrooms • Telephones/faxes General Administration

  6. Module 2: SAP CUs Training

  7. Lesson 2.1: The Business Process: Quote Acceptance to Final Material List

  8. Outline • Business Process: Quote Acceptance to Final Material List • Starting the Process—Receiving a Task from PMT • New Terms – Construction Measure (CM) and Compatible Unit (CU) Orders • An Introduction to Compatible Units • What are the Advantages of Using CUs? • SAP - CU Structure List • SAP- Material List

  9. Business Process: Quote Acceptance to Final Material List Section 2.1.1

  10. From Quote Acceptance to PMT Task Estimate Time & Materials CRM (ExperLogixs) 1st SAP Order with CM# Quote Created 2nd SAP Order with CM# 3rd Final Released SAP Order with CM# and CUs Quote Accepted 2.1.1.1

  11. Design Validation PMT Task to PA – Assigned PA Generates PDF CU Structure List PA makes changes in SAP PMT Task Complete Designer Tasks PA to make Changes to the Order DesignerValidation ChangesRequired No Changes PMT Task to PA – Final Material List PA Generates PDF Material List from SAP PMT Task Complete 2.1.1.2

  12. Starting the Process—Receiving a Task from PMT Section 2.1.2

  13. My Work – Task View Media Description: Graphic of My Work screen in WPA 2.1.2.1

  14. Step 2 - Project Center View Media Description: Graphic of Project Center in PWA View expanded Media Description: Graphic of Project lists & opened project (animated) 2.1.2.2

  15. Step 3 - Project Details 2.1.2.3

  16. Using the MS SharePoint Document Library Media Description: Graphic of MS SharePoint Document Library attached to the example project. 2.1.2.4

  17. New Terms – Construction Measure (CM) and Compatible Unit (CU) Orders Section 2.1.3

  18. Construction Measure (CM) • Like an OID# • Matches the Request# • Matches the Quote# • Matches the Project# • Matches the Task# • MS SharePoint Document# • Referenced in the SAP Order as CM# 2.1.3.1

  19. Fortis CU Order Example Media Description: Is there an example of a work order or is it conceptual? 2.1.3.2

  20. An Introduction to Compatible Units Section 2.1.4

  21. What is a Compatible Unit? – IKEA Example 2.1.4.1

  22. Fortis CU MinorsExample SS23725 2.1.4.2

  23. Fortis CU Majors Example SS23725 SS25933 SS26105 SS28526 2.1.4.3

  24. What are the Advantages of Using CUs? Section 2.1.5

  25. Introduction • Provides standard estimating elements with material and labour costs • Enforces standard design and reduces errors • Work orders are created automatically and are easier to use • Improved Supply Chain Management • Allows for as-designed vs. as-built comparisons 2.1.5.1

  26. SAP - CU Structure List Section 2.1.6

  27. Initial CU Structure List Media Description: Graphic of CU Structure List from SAP CU Order report PDF / markups 2.1.6.1

  28. Marked-up CU Structure List Media Description: Marked up CU Material List 2.1.6.2

  29. SAP- Material List Section 2.1.7

  30. Introduction Media Description: Graphic of material list PDF 2.1.7.1

  31. Re-Cap • Business Process Flows • Importance of the Construction Measure Reference# • Compatible Units in SAP and their Advantages • Cu Structure Lists for Change Requests • CU Structure Lists for Final Build • Questions ? 2.1.7.2

  32. Lesson 2.2: Printing the CU Structure List

  33. Outline • Retrieve PMT Project Details • Managing Project Lists in PMT Project Centre • Find the SAP CU Order(s) using the CM# • Printing a CU Structure List • Printing and Saving a CU Structure List • SharePoint Naming Conventions • Using the MS SharePoint Documents Library • Set PMT Task to Complete

  34. Retrieve PMT Project Details Section 2.2.1

  35. Navigate the PMT Dashboard 2.2.1.1

  36. Selecting a Task 2.2.1.2

  37. Managing Project Lists in PMT Project Centre Section 2.2.2

  38. Listing the Projects in PMT Media Description: Capture of dashboard link & Project listing page 2.2.2.1

  39. Using Custom Filters to Locate the Project by the Project# Media Description: Screen shot of custom filter example Media Description: Screen shot of custom filter example 2.2.2.2

  40. Project Details 2.2.2.3

  41. Find the SAP CU Order(s) Using the CM# Section 2.2.3

  42. Search by CM# for the Released CU Order Some large projects may have multiple orders released to the same CM# 2.2.3.1

  43. SAP Transaction ZM08n for Reporting Media Description: Screen capture of ZM08N Media Description: Screen capture of ZM08N - dropdown 2.2.3.2

  44. Printing a CU Structure List Section 2.2.4

  45. Introduction CU Structure List = Media Description: Screen shot of executed ZM08n tcode Media Description: Screen shot Media Description: Screen shot 2.2.4.1

  46. Practice • Note the Reference# from the PMT task. • Open the Project Centre... • Verify the Order Basic Start Date... • Print the CU Structure List... 2.2.4.2

  47. Printing and Saving a CU Structure List Section 2.2.5

  48. Saving the PDF of the CU Structure List 2.2.5.1

  49. Saving the PDF as a Local File Media Description: Save as browse window in SAP 2.2.5.2

  50. SharePoint Naming Conventions Section 2.2.6

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