Project Briefs (F2602)

You can use this app to do the following:

• Get an overview of your projects and their most important attributes at a glance, for example:

  • Name and ID of the project

  • Project manager

  • Planned finish of the earliest main milestone defined for the project and its WBS elements

  • In active projects, the planned finish of the earliest upcoming or overdue milestone defined for the project and its active WBS elements. A milestone is upcoming or overdue if no actual date has been recorded for it yet. A project or WBS element is active if it has the processing status Partially Released or Released.

  • Overall project status

  • Actual versus planned project cost up to the current date

  By default, the projects are sorted by their overall status and its current trend.

• Drill down to a specific project brief to display further details, such as:

  • A summary of the most important project attributes as listed above

  • General project information, such as project dates, type and priority

  • Detailed status information, such as:

    • The overall project status with its current trend and related comments

    • All detailed status areas active in your solution, such as Schedule or Cost, with their status values, trend and comments

  • Information about all milestones, including the main milestones, that are defined at project level, such as:

    • Their planned, forecasted, and actual finish

    • Their approval status

  • Information about project costs:

    • View a chart showing the actual cost of the project excluding assigned orders in relation to the planned cost per period.

    • Drill further down to the Project Cost Report app to display cost details of the selected project.

    Note, however, that resources assigned to the Team Member role are not authorized to display project costs.

  • The responsibilities defined for the project by assigning resources to project roles, such as Project Financial Controller or Steering Committee Member

  • Information about objects that are related to the project.

    Currently, only one object of type Collaborative Project in SAP Project and Resource Management or type Collaboration in SAP Intelligent Product Design can be linked to a project as a related object. You can access the related object from the project brief.

    For more information, see Project Collaboration.

  • The documents and URLs attached to the project

    You can open the attachments from the project brief.

• Navigate to the Change Documents - Projects app to display the changes made to a project.

• Open related apps, such as the Monitor Project Progress app or the My Projects - Key Figures app, for one or more projects.

As the financial controller or project manager assigned to a project, or as a financial controller whose area of responsibility includes maintenance rights for the project, you can also use this app to:

• Edit data of projects that are neither locked nor completed or closed:

  • Change project name and dates

  • Enter or change a project type and priority to categorize projects for reporting purposes

  • Enter or change status values, trends, and comments.

  • Create new milestones at project level, change existing milestones, and record their current approval status.

  • Record actual dates for milestones in active projects. A project is active if it has the processing status Partially Released or Released.

  • Define project responsibilities by assigning resources to project roles except the Project Manager role.

  • Create a related object of type Collaborative Project in SAP Project and Resource Management or type Collaboration in SAP Intelligent Product Design for the project.

    For more information, see Project Collaboration.

  • Add documents or URLs as attachments to a projects, and manage existing attachments.

    For more information, see Attachments.

• Change the processing status of a project when it has reached a new stage in its lifecycle.

  For more information, see Processing Status for Projects and WBS Elements.

• Navigate to the Project Planning or Project Control - Enterprise Projects app to maintain the work breakdown structure of a project or to edit the master data of the project and its WBS elements.

• Delete projects that have not yet been released.

  With this feature, you delete the entire project including its WBS elements and links to related objects. Note, however, that the linked object itself is not automatically deleted along with the project.