SAP Upload and Profit Plan Notes
Uploading Structure
Once the structure is in the template, validate the data.
Click the "easy button" to generate files.
For a new upload, include profit center, WBS, and networks.
For existing structure, you may only need WBS and networks.
The files are generated and placed in the C drive, uploads folder, with year and month.
Upload Order into SAP (New Project)
Load the profit center first.
Navigate to the ECAT tile (Computer Aided Test Tool).
ECAT Configuration
Access settings via the wheel icon (GUI Actions and Settings).
Go to Front End Services -> File Dialogues.
Change "File Upload" to "Upload from virtual file system" (allows SAP to access local files).
Save the setting.
Run a Test Configuration (use the configuration provided in the slides).
Add configuration to favorites for easy access.
Execute the configuration.
Set error behavior to "S" to display errors without stopping the process.
Save personal values for start type.
In the Variants tab, select the file name and import from native file systems (the local C drive folder).
Select the appropriate text file and check the "External" box.
Execute the upload.
WBS and Network Upload
WBS Upload
Use the WBS upload tile.
Enter a session name (project definition + WBS).
Check the box to keep the session.
Execute, find the WBS text file in the uploads folder, and select it.
Verify successful upload.
Network Upload
Use the NWA upload program tile.
The process is the same as WBS upload.
Upload after the WBS structure is uploaded to avoid errors.
Verifying Uploads
Use the "Process Batch Input Session" tile.
Enter your ID in the "Created By" box to filter sessions.
Find your session by name (project + WBS).
Check the status; a red box with a lightning bolt indicates an error.
Double-click the status to view details.
Click on the log tab to see the error in blue text.
Reference the provided slides for common upload errors.
Common Upload Errors
WBS Errors
Profit center doesn't exist.
RA key loaded on the wrong level (RAWBS should be level two).
Network Errors
WBS element structure not uploaded.
Project definition not released.
Other Common Errors
Errors related to position WBS, overhead, and costing sheet combo.
Missing person responsible for the project definition.
ERP two interface issues.
Data Validation Steps
Use checklists for creating new projects or adding new structures.
Upload profit plan.
Run the P S validation check (test 10 validates the profit plan).
Profit plan is added on the profit plan, ANA maintenance and adjustments tile.
Drag and Drop
Required for all MS sector setups except RWA, unbillable structure, IOs (international).
Enables billing.
Submit a request through the CSG ticketing system to your CSG coordinator.
Include your P S upload, a so list in Excel, or a filtered WBS element overview.
To validate, run node reports in SAP (WBS validation) and export to Excel.
Filter to the lowest level of the structure and exclude project definition and RA keys.
Items with no about them need drag and drop.
Periodically check programs to ensure everything is dragging and dropping.
Setup Meetings
Required for new contracts or mods.
Review the P S upload template and SD template to ensure alignment.
Coordinate with contracts rep.
Allow at least 24 hours for review before the meeting.
Meeting participants: PCA, contracts rep, CSG person, billing lead (contracts manager if over 5 mil).
CSG Ticketing System
Use for drag and drop requests and other CSG actions.
Profit Plans and RPO
Done through the profit plan and a maintenance and adjustments tile.
Combines transactions.
Performance obligations are now for the profit center.
Enter EAC contract value (sales) and cost based on f three eighty or other backup documentation.
Changes to the EAC should be done by 9PM central time.
Changes of the EAC must be saved in a log.
Acquisitions on Saturdays.
Profit Plan Process
Contract sends to PCA.
Kickoff meeting.
Set up profit center structure.
Enter EAC and ULU in the profit plan.
ESG puts the award into s four.
Profit Plan Tile
Enter profit center and click execute.
Screen divided into four sections:
EAC entry and status.
Adjustments.
Tables and reports.
Contract value and funding.
Maintain Award at EAC Contract Value - This box is used to fix the award at the current approved EAC and prevent downstream sales orders to update the EAC. This is a new feature in S4.
CSG will do their drag and drop, and maybe the build group type's wrong or the CLIN format's wrong. You can go into SAP and edit those fields depending on, like, specifically which one's the issue.