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Simple Project Creation From Template

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					                                                Title: Simple Project Creation From Template
                                            Scenario : Management Accounting
                                            Process : Administration of Research Grants



Simple Project Creation From Template                                                   CJ20N


Change History
      Please update the following table whenever this document is changed:

            Date                Name                            Change Description

       07.04.06         Alex Hanson             Draft A

       21.06.06         Joanne Watson           Draft B

       18.12.06         Marcus Pepper           Draft C




File name: EE83DC3B-904E-456B- Version: Work in Progress                                   SAP Parent
BC8C-760C6D3E5AA3.DOC          Last Modified: 12/07/2010 11:38 PM                          Page 1 / 11
Reference Number:
                                                       Title: Simple Project Creation From Template
                                                   Scenario : Management Accounting
                                                   Process : Administration of Research Grants


Trigger
Perform this procedure when you need to create a simple project from a template.
                                      Overview of Business Process
When a new handover is received, a new project must be created on SAP. The project is used to collect costs
and revenues, and can be used to report on this activity from an internal perspective.
A simple project is defined as one in which the income is collected from one sponsor, and the expenditure is
incurred by one department.


                     Field Name                                              Required Input
Project def.                                            Enter R/* where * is the six digit URMS reference

Description.                                            Enter the grant title.

Start.                                                  Enter the start date of the grant.

Project profile.                                        Enter ‘Z000500Research Grants Projects Profile’.

Person Respons.                                         Enter the details of the person will be responsible for
                                                        approving any purchase orders charged to the project.

Applicant no.                                           Enter the details of the principle investigator.

Profit Centre.                                          Enter the profit centre of the department responsible for
                                                        the project.

Resp. cost cntr.                                        Enter the cost centre of the department responsible for
                                                        the project.


                   Output - Results                                              Comments
Simple project created.                                 The project can now be used to set up a grant.



Tips & Tricks
         xxxx




File name: EE83DC3B-904E-456B- Version: Work in Progress                                                   SAP Parent
BC8C-760C6D3E5AA3.DOC          Last Modified: 12/07/2010 11:38 PM                                          Page 2 / 11
Reference Number:
                                                  Title: Simple Project Creation From Template
                                              Scenario : Management Accounting
                                              Process : Administration of Research Grants




Purpose
      Use this procedure to create a simple project from a template.

Trigger
      Perform this procedure whenever you need o set up a simple project from a template.

Prerequisites
      The following must exist ;
         Simple project template ;
         Person Responsible ;
         Applicant number ;
         Cost centre ;
         Profit centre ;
         URMS record for the grant with the status ‘HANDOVER’.

Menu Path
      Use the following menu path(s) to begin this transaction:
            Accounting      Project System      Project    Project Builder.

Transaction Code
      CJ20N

Helpful Hints
      Before creating a project it is recommended that the following information is to hand:
         URMS number
         The name of the person who will be responsible for approving purchase orders for the
          grant
         The Principle Investigator
         Cost centre
         Profit centre




File name: EE83DC3B-904E-456B- Version: Work in Progress                                       SAP Parent
BC8C-760C6D3E5AA3.DOC          Last Modified: 12/07/2010 11:38 PM                              Page 3 / 11
Reference Number:
                                                 Title: Simple Project Creation From Template
                                             Scenario : Management Accounting
                                             Process : Administration of Research Grants




Procedure

1.    Start the transaction using the menu path or transaction code.




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BC8C-760C6D3E5AA3.DOC          Last Modified: 12/07/2010 11:38 PM                           Page 4 / 11
Reference Number:
                                                Title: Simple Project Creation From Template
                                            Scenario : Management Accounting
                                            Process : Administration of Research Grants


SAP Easy Access Screen




2.    Double-click                          to go to the Project Builder screen.

Project Builder Screen




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BC8C-760C6D3E5AA3.DOC          Last Modified: 12/07/2010 11:38 PM                          Page 5 / 11
Reference Number:
                                                 Title: Simple Project Creation From Template
                                             Scenario : Management Accounting
                                             Process : Administration of Research Grants




3.    Click the                tab to display a list of templates.




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BC8C-760C6D3E5AA3.DOC          Last Modified: 12/07/2010 11:38 PM                           Page 6 / 11
Reference Number:
                                                   Title: Simple Project Creation From Template
                                               Scenario : Management Accounting
                                               Process : Administration of Research Grants


Project Builder Screen




4.    Right-click                               to display a list of options.

5.    Select ‘Include in templates’.

Include in Templates Screen




6.     Please complete the following fields:

            Field Name         R/O/C                               Description

       Std. project def.         R     Please select the Std. project def. Example: R/000001.



7.    Click the     button to add the simple research grant template to the menu.


File name: EE83DC3B-904E-456B- Version: Work in Progress                                      SAP Parent
BC8C-760C6D3E5AA3.DOC          Last Modified: 12/07/2010 11:38 PM                             Page 7 / 11
Reference Number:
                                                   Title: Simple Project Creation From Template
                                               Scenario : Management Accounting
                                               Process : Administration of Research Grants




      This procedure will only need to be followed the first time the transaction is used, but should be
      repeated until all the research templates have been added to the menu

8.    Double-click                         to go to the Create Project screen.

Create Project Screen




9.     Please complete the following fields:

            Field Name          R/O/C                            Required Input

       Project def.               R     Please enter the Project number ‘R/*’ where * is the six digit
                                        URMS reference.
       Description.               R     Enter the grant title.

       Start.                     R     Enter the Start Date of the grant.

       Project Profile.           R     Select ‘Research Grants Projects Profile’.



10.   Click the       button.




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BC8C-760C6D3E5AA3.DOC          Last Modified: 12/07/2010 11:38 PM                             Page 8 / 11
Reference Number:
                                                Title: Simple Project Creation From Template
                                            Scenario : Management Accounting
                                            Process : Administration of Research Grants


Error Message




11.   The message shown above will then appear. Click the       button to acknowledge the message
      and go to the check required fields screen.

Check Required Fields Screen




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BC8C-760C6D3E5AA3.DOC          Last Modified: 12/07/2010 11:38 PM                          Page 9 / 11
Reference Number:
                                                      Title: Simple Project Creation From Template
                                                  Scenario : Management Accounting
                                                  Process : Administration of Research Grants


12.    Please complete the following fields:

          Field Name         R/O/C                                Required Input

       Person Respons.        R       Select the code for the person responsible for approving any
                                      purchase orders charged to the project.
       Applicant no.          R       Enter the number of the principle investigator.

       Profit Center.         R       Select the correct code for the Profit Center responsible for the
                                      project.



              Clicking the           button in any of the above fields will display a list of available
              options.

13.   Click the     button to go to the Project Builder screen.

Project Builder Screen




14.   Click                                   with the identification R/110666-1 to display the next level.




File name: EE83DC3B-904E-456B- Version: Work in Progress                                            SAP Parent
BC8C-760C6D3E5AA3.DOC          Last Modified: 12/07/2010 11:38 PM                                  Page 10 / 11
Reference Number:
                                                      Title: Simple Project Creation From Template
                                                  Scenario : Management Accounting
                                                  Process : Administration of Research Grants


Project Builder Screen




15.      Please complete the following fields :

              Field Name         R/O/C                             Required Input

         Person Respons.           R     Enter the number of the responsible person.

         Applicant no.             R     Enter the Applicant no.

         Resp. cost cntr.          R     Enter the number for the Resp. cost cntr.



16.   Click the       button to save the project.


                The system will then display the message, "Project R/110666 is being created."

17.   You have now completed this transaction.

Result
      You have successfully created a simple project from a template. The project can now be
      used to set up a grant.




File name: EE83DC3B-904E-456B- Version: Work in Progress                                         SAP Parent
BC8C-760C6D3E5AA3.DOC          Last Modified: 12/07/2010 11:38 PM                               Page 11 / 11
Reference Number:

				
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