OPEX WBS Structures

[Former Member]

Good day all,

My company current uses CAPEX IM structures with WBS's as follows:

Capex

IM Level 1

IM Level 2

IM Level 3

IM Level 4

IM Level 5

WBS

We want to introduce OPEX WBS's to effectively control and govern spend on the OPEX budget.

What would be the best way to create an Opex Structure? Can i create a similar structure for Opex as Capex or must they share a structure?

Would i settle the WBS PO's to the Cost Centre?

a little guidance and few examples would be greatly appreciated!

[MTerence]

Hi Werner,

It depends on the requirement, if a job (IM Level ) has both CAPEX and OPEX.

Project - X

WBS - XY

          - XY - 1

          - XY - 2 (If this phase i have both Capex and Opex)

                    - XY - 2 - 1 (Capex)

                    - XY - 2 - 2 (Opex)

I can assign like this. Else if you do not have a requirement, say the client prefer to calculate the OPEX cost separately, then you need to have a different OPEX structure similar to CAPEX structure.

Either way its going to update the cost involved, but the flow will be different.

Regards

Terence

[Former Member]

Thank you Terence!

Lets say i want to use a uniquely OPEX ONLY WBS and structure, how would i create this?

[MTerence]

Hi Werner,

I have a small doubt before giving an answer.

Are you creating IM position or you are creating Project / WBS structure ?

Regards

Terence

[Former Member]

Hi Terence,

I firstly want to get the structure in place for the OPEX only WBS and then create the WBS itself. My main concern at the moment is creating the structure. I have only ever create Capex structure (IM01 etc). So i need to know which tcodes etc to use.

[MTerence]

HI Werner

You have create the top structure, that's Project Definition.

You need to create position from transaction IM11, which will form a tree structure under Initial structure.

I am still confused how you created the IM Structure for CAPEX ?

Can you attach the screenshot for the same ?

Regards

Terence

[Former Member]

Here is an example of the current CAPEX IM structure

1 CAPEX

2  ZA001

3   ZA00102

4    ZA0010202

5     ZA0010202.05

6      ZA0010202.05.02

The WBS is then obviously linked to level 6.

I have manged to create an Opex WBS. But i want the Opex WBS on its OWN structure. i do not want to create it on the Capex IM structure.

And this is what i need assistance with. Creating the OPEX WBS structure. What do i use for this?

[MTerence]

Hi Werner,

You can create the same as you have created for CAPEX.

Is it showing any error message ?

Regards

Terence

[Paulo_Vitoriano]

You can create OPEX IM structure exactly same way as existing CAPEX IM structures.  What I cannot tell you is if your OPEX IM structure should look the same as CAPEX IM structure or not, that depends on business requirements.  Otherwise you can just clone your CAPEX data hierarchy into OPEX.

[Former Member]

Hi Paulo!

Thank you very much for your response!

How would i go about building the structure? In which t codes can i create the structures?

[Paulo_Vitoriano]

IM01 and IM22.  I hope you are using Sandbox system to learn around first.

[Former Member]

I definitely am!! I just struggle to differentiate where i specify that the structure is actually OPEX...

[Paulo_Vitoriano]

It is within Program Type customizing.

[MTerence]

Hi Werner,

There is an option for user fields in Investment Management.

1. You can also use these fields to differentiate capex or opex, in case if you want it in investment management.

2. Additionally a custom table with drop down - CAPEX or OPEX, assign to one of the user fields...consult with your ABAP

3. You can also use user status to differentiate, in case there is no user status setup already done.

Regards

Terence