Creation of a Partially Billable Project

Transcription

1 Creation of a Partially Billable Project Partially billable projects are projects that have both a billable and capital component. These projects are originally created in SAP and then interfaced to PowerPlant for estimation and approval. The process of a partially billable project begins with a customer requesting work to be completed by Norfolk Southern. Only Federal/State Aid, Industry, and Other/Miscellaneous projects can be partially billable. The user will log into SAP to create the partially billable project. Type in CJ20N in the command field or select Project Builder from the SAP Easy Access Menu. 1 P a g e

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3 The Project Builder screen is displayed. Click on the Create icon and select Project from the menu. 3 P a g e

4 Select the Project Profile from the available menu. The project profile is equivalent to the bill type. After the project profile is selected, press enter. 4 P a g e

5 A pop-up box appears to find the next available number. The start and finish values will be the range of the search criteria. Only the Start value is required to be populated. Press the find icon to search for the next available number. The next available number shows in the Proposed field. To select this project number, press the confirm icon. Press enter in the Project Builder screen. 5 P a g e

6 The company code is required on all projects. A table exists in SAP to lookup the company code by mile post. That table name is ZFTX_TAX. After the company code is input, press enter. 6 P a g e

7 Type in the description of the project, as well as the Start and Finish dates. The Start date will default to the current date, but can be changed to any date in the past or future. Click on the WBS element object and drag to the project definition. 7 P a g e

8 Enter the WBS Element number and the project description to match that of the project definition. A validation is in place that requires the project definition and first level WBS element to have the same number. Select the Proj. type from the drop-down list. The Proj. type is equivalent to the budget category in PowerPlant. 8 P a g e

9 Click on the Cust. Enhancement tab to enter other project attributes. Enter the City and State of the project and the billable percent. This information is required and will be interfaced to PowerPlant. 9 P a g e

10 Select the project definition structure. From the menu bar, select Edit Status User Status Set & Pass On. 10 P a g e

11 The user status selection screen appears. Select SPWR Send to PowerPlant. 11 P a g e

12 The User status has changed to now reflect SPWR. Click on the save icon. A success message will be displayed after the save is complete if the interface to PowerPlant was successful. If an error message is displayed, contact Synergy Support. 12 P a g e

13 The funding project is created in PowerPlant. Note that the funding project number does not have the dash. Click on Details to edit the project information. The interface populates the Title, F. P. Type, Est. Start Date, Est. Complete, Est. In Service, Initiated By, City, State, and Billable Percent. Further information is required prior to sending the project for approval Retire. Indicator, Project Owner, and justification information. When all the required information is entered, the estimate can be prepared. Click on the Estimates button. 13 P a g e

14 The Funding Project Estimates Summary screen is displayed. Note the Budget Version does not display an active working budget. Select Budget Versions and choose the active working budget. 14 P a g e

15 After the active working budget is selected, return to the Funding Project Estimates Summary screen and select Substitutions. Click Add to choose the funding project for the capital authority. 15 P a g e

16 Highlight the project and select OK. For partially billable projects, two Exp Types will be used Additions and Billable/PE. The estimates entered under the Additions expenditure type will be drawn down from the available capital authority, whereas the Billable/PE expenditure type will not. Note the total Drawdown/Addition Amount on the right side of the screen does not equal the Drawdown/Addition Amount on the left. 16 P a g e

17 The total estimate is displayed on the Drawdown/Addition Review screen. The unit estimate is entered in the same manner as other capital projects. 17 P a g e

18 Once the project is approved, the AFE is created in PowerPlant. An interface is run to send the project structure to SAP. The interface is an asynchronous web-service call that runs every 5 minutes. The interface logs reflect the status of the interface runs. 18 P a g e

19 In SAP, the project structure is now updated on the Project Builder (CJ20N transaction code) screen. The structure appears as keyed in to the estimate screen. The first seven characters of the WBS element number is the AFE number. The following two digits are the ICC and the last digit is the expenditure type. The expenditure type -9 is for not-to-exceed partially billable projects where a portion of the charges need to be sent to PowerPlant at 100% regardless of billable percent. The WBS element is for capitalized interest charges to post in SAP. 19 P a g e

20 The estimate information is also interface to SAP from PowerPlant. To view the project estimate, type CJ41 in the command field or click on Display in the SAP Easy Access menu. 20 P a g e

21 Type in the project number in the Project Def. field and click on Cost Planning. The estimate is displayed by each WBS element. Not that the estimate dollars roll-up to each subsequent WBS element level. 21 P a g e