A customer is using SAP CPM in S4HANA 1709 and would like to make enhancements to SAP delivered BI content. In this blog, we will be adding new resource type called ‘Equipment Hours’. When user selects this resource type while planning, only selective resources from activity type resources shown.
Steps in the system
To achieve this, following activities will be required in the system:
- Create 4 activity types with basic data and hourly rates
- Earth Moving
- Fork Lifts
- Create new resource type Equipment
- Adjust HANA views
- Plan a project and check behavior of the newly added resource type
Let’s take a detailed look at each step.
Create activity types
Go to transaction KL01 –> Enter Controlling Area (In this case we will use 0003) –> Enter Activity Type (In this example “EXT-01”) –> Enter valid from and valid to dates –> Hit Enter
Enter Name, Description, Activity Unit, Cost Center Categories and Activity Type Category and save.
To maintain price, go to transaction KP26 and enter following in the selection screen:
- From Period
- To Period
- Fiscal Year
- Cost Center
- Activity Type
Click “Overview Screen” –> Maintain the required price
Similarly create Activity Type EXT-02 for Cranes, EXT-03 for Fork Lifts, EXT-04 for Generators and maintain prices
Create new Resource Type “Equipment Hours”
To create a new Resource Type for Equipment Hours, go to transaction SPRO –> SAP Customizing Implementation Guide –> Commercial Project Management –>Project Cost and Revenue Planning –> Define Resource Type –> Click “New Entries”
Define selection conditions so that activity types defined are selected. In this case we will select Controlling Area as ‘0003’ and unit of measure as ‘H’ to restrict the selection.
Adjust HANA Views
Create a new HANA Calculation View for Equipment Hours by copying SAP delivered Calculation View CV_RESOURCE_0ACT
Open HANA Studio –> HANA Modeling Perspective –> Navigate to the relevant Package –> Create a new Calculation View CV_RESOURCE_0EQM by copying the Calculation View CV_RESOURCE_0ACT in a custom package. In this case we will use package “tmp.enhancements”.
Change this Calculation View in the following places to read data only for Resource Type 0EQM (Replace ‘0ACT’ by ‘0EQM’)
Filter Expression in Projection_3
Filter Expression in CopyOfProjection_3
RES_TYPE Calculated Column in Join_2
Check Data Preview for CV_RESOURCE_0EQM. It’s only showing the activity types in Controlling Area 003.
Now we need to include the Calculation View CV_RESOURCE_0EQM in the Calculation View for Resource CV_RESOURCE. To do this copy CV_RESOURCE as a new Calculation View. In this example, I have copied it as CV_RESOURCE_NEW. In CV_RESOURCE_NEW add a new projection (Projection_7) in this case and include CV_RESOURCE_0EQM and map the fields from Projection_7 in Union_1.
Finally, change the characteristic Resource (/CPD/FRES) to access master data from CV_RESOURCE_NEW instead of CV_RESOURCE.
HANA Studio –> BW Modeling Perspective –> Navigate to Resource (/CPD/FRES) and double click to open the maintenance –> Go to Master Data/Texts tab –> Click on Details button
Select the SAP HANA Package and SAP HANA View –> Activate /CPD/FRES
Enter plan for a project
Launch the monthly planning workbook –> Select a structure element –> Select Resource Type “Equipment Hours” –> Click input help for Resource
The input help for resource only shows the activity types defined in Controlling Area ‘0003’ with unit of measure as ‘H’.