{"id":3186,"date":"2019-09-27T11:30:08","date_gmt":"2019-09-27T09:30:08","guid":{"rendered":"https:\/\/www.ybierling.com\/v2\/?p=3186"},"modified":"2019-09-20T22:46:25","modified_gmt":"2019-09-20T20:46:25","slug":"how-to-plan-a-customer-project-in-sap-cloud","status":"publish","type":"post","link":"https:\/\/www.ybierling.com\/v2\/en\/how-to-plan-a-customer-project-in-sap-cloud\/","title":{"rendered":"How to plan a customer project in SAP Cloud?"},"content":{"rendered":"<div id=\"articletext\" class=\"entry-content clearfix\">\n<h2 id=\"plan-a-customer-project-in-sap-cloud\">Plan a customer project in SAP Cloud<\/h2>\n<p>Planning customer projects in SAP Cloud Plan Customer Projects <a title=\"SAP FIORI application\" href=\"https:\/\/www.newsaperp.com\/en\/blog-sap-sap-s4-hana-fiori-apps\"> SAP FIORI application <\/a> will allow to manage all related projects, as part of the <a title=\"SAP Implementation steps\" href=\"https:\/\/www.newsaperp.com\/en\/blog-sappm-sap-implementation-steps\"> SAP Implementation steps <\/a> for the project.<\/p>\n<p>Creating a new Customer project necessitates to define work items, assign resources, and create corresponding billing, which can all be done in the <a title=\"FIORI interface\" href=\"https:\/\/www.michaelmanagement.com\/sap-access.asp?aid=107112\" target=\"_blank\" rel=\"noopener noreferrer\"> FIORI interface <\/a> of SAP Cloud.<\/p>\n<p>Start by opening the corresponding Plan Customer Projects <a title=\"SAP FIORI application\" href=\"https:\/\/www.newsaperp.com\/en\/blog-sap-sap-s4-hana-fiori-apps\"> SAP FIORI application <\/a>.<span id=\"ezoic-pub-ad-placeholder-116\" class=\"ezoic-adpicker-ad\"><\/span><\/p>\n<div id=\"newsaperp_com-link-h-large-2\" class=\"ezo_link_unit_m\"><\/div>\n<div>\n<figure class=\"wp-caption aligncenter\"><img fetchpriority=\"high\" decoding=\"async\" class=\" ezlazyloaded\" src=\"https:\/\/www.newsaperp.com\/images\/medium\/sap\/plan-customer-project\/plan-customer-project1.png\" alt=\"How to plan a customer project in SAP Cloud? : Plan Customer projects tile in SAP Cloud FIORI\" width=\"400\" height=\"290\" data-ezsrc=\"..\/images\/medium\/sap\/plan-customer-project\/plan-customer-project1.png\" \/><figcaption class=\"wp-caption-text\">How to plan a customer project in SAP Cloud? : Plan Customer projects tile in SAP Cloud FIORI<\/figcaption><\/figure>\n<\/div>\n<p>Your existing customer projects are displayed on the left side.<\/p>\n<p>If you select a customer project, its details will be displayed on the right side of the SAP Cloud interface.<\/p>\n<p>Of course, if you haven&#8217;t created any project yet, you won&#8217;t be able to see any.<\/p>\n<div>\n<figure class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\" ezlazyloaded\" src=\"https:\/\/www.newsaperp.com\/images\/medium\/sap\/plan-customer-project\/plan-customer-project2.png\" alt=\"How to plan a customer project in SAP Cloud? : No customer project created yet\" width=\"400\" height=\"290\" data-ezsrc=\"..\/images\/medium\/sap\/plan-customer-project\/plan-customer-project2.png\" \/><figcaption class=\"wp-caption-text\">How to plan a customer project in SAP Cloud? : No customer project created yet<\/figcaption><\/figure>\n<\/div>\n<p>Select the PLUS icon to maintain a new customer project.<\/p>\n<h2 id=\"maintain-project-information\">Maintain Project Information<\/h2>\n<p>Enter the necessaries entries, including the customer name, a unique project identification number, a project name, a during, a description &#8211; and validate your date entry by clicking on the save icon.<\/p>\n<div>\n<figure class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\" ezlazyloaded\" src=\"https:\/\/www.newsaperp.com\/images\/medium\/sap\/plan-customer-project\/plan-customer-project3.png\" alt=\"How to plan a customer project in SAP Cloud? : Creating a customer project\" width=\"400\" height=\"290\" data-ezsrc=\"..\/images\/medium\/sap\/plan-customer-project\/plan-customer-project3.png\" \/><figcaption class=\"wp-caption-text\">How to plan a customer project in SAP Cloud? : Creating a customer project<\/figcaption><\/figure>\n<\/div>\n<p><span id=\"ezoic-pub-ad-placeholder-103\" class=\"ezoic-adpicker-ad\"><\/span><\/p>\n<div id=\"google_ads_iframe_\/1254144\/newsaperp_com-medrectangle-3_0__container__\"><iframe id=\"google_ads_iframe_\/1254144\/newsaperp_com-medrectangle-3_0\" title=\"3rd party ad content\" src=\"https:\/\/tpc.googlesyndication.com\/safeframe\/1-0-35\/html\/container.html\" name=\"\" width=\"728\" height=\"90\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" sandbox=\"allow-forms allow-pointer-lock allow-popups allow-popups-to-escape-sandbox allow-same-origin allow-scripts allow-top-navigation-by-user-activation\" data-is-safeframe=\"true\" data-google-container-id=\"1y\" data-load-complete=\"true\" data-mce-fragment=\"1\"><\/iframe><\/div>\n<div id=\"google_ads_iframe_\/1254144\/newsaperp_com-medrectangle-4_0__container__\"><iframe id=\"google_ads_iframe_\/1254144\/newsaperp_com-medrectangle-4_0\" title=\"3rd party ad content\" name=\"google_ads_iframe_\/1254144\/newsaperp_com-medrectangle-4_0\" width=\"300\" height=\"250\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" data-google-container-id=\"2e\" data-load-complete=\"true\" data-mce-fragment=\"1\"><\/iframe><\/div>\n<h2 id=\"project-work-packages\"><span id=\"div-gpt-ad-newsaperp_com-medrectangle-4-0\" class=\"ezoic-ad ezfound\" data-google-query-id=\"CLqtk5mi4OQCFcymUQodiE8BeA\"><\/span>Project work packages<\/h2>\n<p>The next step will be to enter work packages, with the possibility to use an existing default work package, simply change the name to quickly customize it.<\/p>\n<div>\n<figure class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\" ezlazyloaded\" src=\"https:\/\/www.newsaperp.com\/images\/medium\/sap\/plan-customer-project\/plan-customer-project4.png\" alt=\"How to plan a customer project in SAP Cloud? : Adding a new work package\" width=\"400\" height=\"290\" data-ezsrc=\"..\/images\/medium\/sap\/plan-customer-project\/plan-customer-project4.png\" \/><figcaption class=\"wp-caption-text\">How to plan a customer project in SAP Cloud? : Adding a new work package<\/figcaption><\/figure>\n<\/div>\n<p>Work items are used to plan work assignments, and will need to be create accordingly to assign resources to the right assignments.<\/p>\n<div id=\"google_ads_iframe_\/1254144\/newsaperp_com-box-4_0__container__\"><iframe id=\"google_ads_iframe_\/1254144\/newsaperp_com-box-4_0\" title=\"3rd party ad content\" name=\"google_ads_iframe_\/1254144\/newsaperp_com-box-4_0\" width=\"300\" height=\"250\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" data-google-container-id=\"2d\" data-load-complete=\"true\" data-mce-fragment=\"1\"><\/iframe><\/div>\n<p>Select between work items, and select development and project management for example.<\/p>\n<div>\n<figure class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\" ezlazyloaded\" src=\"https:\/\/www.newsaperp.com\/images\/medium\/sap\/plan-customer-project\/plan-customer-project5.png\" alt=\"How to plan a customer project in SAP Cloud? : Selecting work items\" width=\"400\" height=\"290\" data-ezsrc=\"..\/images\/medium\/sap\/plan-customer-project\/plan-customer-project5.png\" \/><figcaption class=\"wp-caption-text\">How to plan a customer project in SAP Cloud? : Selecting work items<\/figcaption><\/figure>\n<\/div>\n<p>Continue by accepting, and saving the new work package.<\/p>\n<div>\n<figure class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\" ezlazyloaded\" src=\"https:\/\/www.newsaperp.com\/images\/medium\/sap\/plan-customer-project\/plan-customer-project6.png\" alt=\"How to plan a customer project in SAP Cloud? : Saving a new work package\" width=\"400\" height=\"290\" data-ezsrc=\"..\/images\/medium\/sap\/plan-customer-project\/plan-customer-project6.png\" \/><figcaption class=\"wp-caption-text\">How to plan a customer project in SAP Cloud? : Saving a new work package<\/figcaption><\/figure>\n<\/div>\n<h2 id=\"staffing-the-project\">Staffing the project<\/h2>\n<p>Once the work packages have been created, it is necessary to assign resources to work on each of the work assignements.<\/p>\n<div>\n<figure class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\" ezlazyloaded\" src=\"https:\/\/www.newsaperp.com\/images\/medium\/sap\/plan-customer-project\/plan-customer-project7.png\" alt=\"How to plan a customer project in SAP Cloud? : Customer project add work assignment\" width=\"400\" height=\"290\" data-ezsrc=\"..\/images\/medium\/sap\/plan-customer-project\/plan-customer-project7.png\" \/><figcaption class=\"wp-caption-text\">How to plan a customer project in SAP Cloud? : Customer project add work assignment<\/figcaption><\/figure>\n<\/div>\n<p>Go to the team option, and add role. In the window that will open, select a role, such as senior consultant, and assign him a work package, such as business blueprint.<\/p>\n<div>\n<figure class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\" ezlazyloaded\" src=\"https:\/\/www.newsaperp.com\/images\/medium\/sap\/plan-customer-project\/plan-customer-project8.png\" alt=\"How to plan a customer project in SAP Cloud? : Work package assignment to a resource\" width=\"400\" height=\"224\" data-ezsrc=\"..\/images\/medium\/sap\/plan-customer-project\/plan-customer-project8.png\" \/><figcaption class=\"wp-caption-text\">How to plan a customer project in SAP Cloud? : Work package assignment to a resource<\/figcaption><\/figure>\n<\/div>\n<p>A work item will also have to be selected, like blueprint, and an effort expressed in number of hours will have to be provided.<\/p>\n<div>\n<figure class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\" ezlazyloaded\" src=\"https:\/\/www.newsaperp.com\/images\/medium\/sap\/plan-customer-project\/plan-customer-project9.png\" alt=\"How to plan a customer project in SAP Cloud? : Work item selection\" width=\"400\" height=\"224\" data-ezsrc=\"..\/images\/medium\/sap\/plan-customer-project\/plan-customer-project9.png\" \/><figcaption class=\"wp-caption-text\">How to plan a customer project in SAP Cloud? : Work item selection<\/figcaption><\/figure>\n<\/div>\n<p>Click OK and validate the resource.<\/p>\n<p>Now that the roles have been defined, along with the corresponding effort, it is possible to assign resources to them.<\/p>\n<p>Select the add resource option for the work item solution design.<\/p>\n<p>In the window that will open, find the right user and validate. Confirm the user assignement with the add to role button.<\/p>\n<div>\n<figure class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\" ezlazyloaded\" src=\"https:\/\/www.newsaperp.com\/images\/medium\/sap\/plan-customer-project\/plan-customer-project10.png\" alt=\"How to plan a customer project in SAP Cloud? : Customizing the customer project\" width=\"400\" height=\"224\" data-ezsrc=\"..\/images\/medium\/sap\/plan-customer-project\/plan-customer-project10.png\" \/><figcaption class=\"wp-caption-text\">How to plan a customer project in SAP Cloud? : Customizing the customer project<\/figcaption><\/figure>\n<\/div>\n<div id=\"google_ads_iframe_\/1254144\/newsaperp_com-banner-1_0__container__\"><iframe id=\"google_ads_iframe_\/1254144\/newsaperp_com-banner-1_0\" title=\"3rd party ad content\" name=\"google_ads_iframe_\/1254144\/newsaperp_com-banner-1_0\" width=\"250\" height=\"250\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" data-google-container-id=\"2n\" data-load-complete=\"true\" data-mce-fragment=\"1\"><\/iframe><\/div>\n<h2 id=\"billing-planning\"><span id=\"div-gpt-ad-newsaperp_com-banner-1-0\" class=\"ezoic-ad ezfound\" data-google-query-id=\"CJXlj5ui4OQCFQjIUQodAHMHQQ\"><\/span>Billing planning<\/h2>\n<p>The next step will be the billing, by selecting the information for the contract.<\/p>\n<div>\n<figure class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\" ezlazyloaded\" src=\"https:\/\/www.newsaperp.com\/images\/medium\/sap\/plan-customer-project\/plan-customer-project11.png\" alt=\"How to plan a customer project in SAP Cloud? : Sales Order Service created for billing\" width=\"400\" height=\"224\" data-ezsrc=\"..\/images\/medium\/sap\/plan-customer-project\/plan-customer-project11.png\" \/><figcaption class=\"wp-caption-text\">How to plan a customer project in SAP Cloud? : Sales Order Service created for billing<\/figcaption><\/figure>\n<\/div>\n<p>Select the current project stage which is contract preparation at this early step, and save.<\/p>\n<div>\n<figure class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\" ezlazyloaded\" src=\"https:\/\/www.newsaperp.com\/images\/medium\/sap\/plan-customer-project\/plan-customer-project12.png\" alt=\"How to plan a customer project in SAP Cloud? : Project stage selection\" width=\"400\" height=\"224\" data-ezsrc=\"..\/images\/medium\/sap\/plan-customer-project\/plan-customer-project12.png\" \/><figcaption class=\"wp-caption-text\">How to plan a customer project in SAP Cloud? : Project stage selection<\/figcaption><\/figure>\n<\/div>\n<p>In the billing, enter a contract type, an amount to be billed, and select the first item.<\/p>\n<p>After that, a billing due date and amount will be required to proceed.<\/p>\n<p>Select the back icon to go back to the billing main screen, and save the billing.<\/p>\n<div id=\"google_ads_iframe_\/1254144\/newsaperp_com-large-leaderboard-2_0__container__\"><iframe id=\"google_ads_iframe_\/1254144\/newsaperp_com-large-leaderboard-2_0\" title=\"3rd party ad content\" name=\"google_ads_iframe_\/1254144\/newsaperp_com-large-leaderboard-2_0\" width=\"250\" height=\"250\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" data-google-container-id=\"2j\" data-load-complete=\"true\" data-mce-fragment=\"1\"><\/iframe><\/div>\n<h2 id=\"release-finalized-customer-project\"><span id=\"div-gpt-ad-newsaperp_com-large-leaderboard-2-0\" class=\"ezoic-ad ezfound\" data-google-query-id=\"CNGMuJqi4OQCFci3GwodCoEJRQ\"><\/span>Release finalized customer project<\/h2>\n<p>Select information, and change the project stage to in execution, as the work items, the resources, and the billing all have been correctly assigned.<\/p>\n<p>Save the project, and close the dialog box that opens.<\/p>\n<p>It is now time to release the finalized project, by going to team menu, and selecting the confirmed for your user box.<\/p>\n<p>And that is all, now the customer project has been planned, and is fully integrated with other modules, such as HR, Sales, Purchasing or Financials.<\/p>\n<p>The next step would be the time confirmation, purchasing and billing.<\/p>\n<p>We can now proceed with the <a title=\"SAP FIORI apps\" href=\"https:\/\/www.newsaperp.com\/en\/blog-sap-sap-s4-hana-fiori-apps\"> SAP FIORI apps <\/a> <a title=\"manage my timesheet\" href=\"https:\/\/www.newsaperp.com\/en\/blog-sapcloud-manage-timesheet-event-based-revenue-recognition\"> manage my timesheet <\/a> and <a title=\"event based value recognition\" href=\"https:\/\/www.newsaperp.com\/en\/blog-sapcloud-manage-timesheet-event-based-revenue-recognition\"> event based value recognition <\/a>, or it is also possible to <a title=\"review customer projects\" href=\"https:\/\/www.newsaperp.com\/en\/blog-sap-review-customer-projects\"> review customer projects <\/a>, after what it will be also possible to <a title=\"analyze a customer project\" href=\"https:\/\/www.newsaperp.com\/en\/blog-sap-analyze-customer-project\"> analyze a customer project <\/a>.<\/p>\n<div>\n<figure class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\" ezlazyloaded\" src=\"https:\/\/www.newsaperp.com\/images\/medium\/sap\/plan-customer-project\/plan-customer-project13.png\" alt=\"How to plan a customer project in SAP Cloud? : Customer project released\" width=\"400\" height=\"224\" data-ezsrc=\"..\/images\/medium\/sap\/plan-customer-project\/plan-customer-project13.png\" \/><figcaption class=\"wp-caption-text\">How to plan a customer project in SAP Cloud? : Customer project released<\/figcaption><\/figure>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Plan a customer project in SAP Cloud Planning customer projects in SAP Cloud Plan Customer Projects SAP FIORI application will<\/p>\n","protected":false},"author":1,"featured_media":3187,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[580],"tags":[12055,12053,12047,12049,12051],"class_list":["post-3186","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sap","tag-assign-resource","tag-billing-planning","tag-customer-project","tag-plan-customer-project","tag-work-item"],"_links":{"self":[{"href":"https:\/\/www.ybierling.com\/v2\/wp-json\/wp\/v2\/posts\/3186","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.ybierling.com\/v2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.ybierling.com\/v2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.ybierling.com\/v2\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.ybierling.com\/v2\/wp-json\/wp\/v2\/comments?post=3186"}],"version-history":[{"count":1,"href":"https:\/\/www.ybierling.com\/v2\/wp-json\/wp\/v2\/posts\/3186\/revisions"}],"predecessor-version":[{"id":3206,"href":"https:\/\/www.ybierling.com\/v2\/wp-json\/wp\/v2\/posts\/3186\/revisions\/3206"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.ybierling.com\/v2\/wp-json\/wp\/v2\/media\/3187"}],"wp:attachment":[{"href":"https:\/\/www.ybierling.com\/v2\/wp-json\/wp\/v2\/media?parent=3186"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.ybierling.com\/v2\/wp-json\/wp\/v2\/categories?post=3186"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.ybierling.com\/v2\/wp-json\/wp\/v2\/tags?post=3186"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}