E ERP Atlas
404
CONFIGURATION WORKBENCHDesign, configure, transport, and prove

PS 404 · AT THE KEYBOARD

Project System Configuration Workbench

Configure a connected reference design while preserving the alternative patterns documented in PS 303.

Workbench rule

Every chapter ends with observable process evidence and financial reconciliation. A saved setting is not sufficient proof.

01

CONFIGURATION WORKBENCH

Enterprise and project structure

Configure project profiles, coding masks, field selection, organizations, templates, WBS indicators, and number ranges.

Maintain in this order

  1. Confirm the selected PS 303 pattern and owner.
  2. Define organizational, master-data, status, and accounting prerequisites.
  3. Configure the smallest complete rule set and document the transport boundary.
  4. Run a positive case, exception, correction, and period-end reconciliation.
EXPECTED PROOFA controlled project can be created consistently for each approved archetype.
FAILURE CHECK

Trace inputs, status, master data, document flow, posting logic, receiver eligibility, and release-sensitive behavior before changing configuration.

02

CONFIGURATION WORKBENCH

Networks and scheduling

Configure network types, parameters, control keys, activities, relationships, milestones, scheduling, capacities, and confirmations.

Maintain in this order

  1. Confirm the selected PS 303 pattern and owner.
  2. Define organizational, master-data, status, and accounting prerequisites.
  3. Configure the smallest complete rule set and document the transport boundary.
  4. Run a positive case, exception, correction, and period-end reconciliation.
EXPECTED PROOFA reference network calculates dates and supports intended execution evidence.
FAILURE CHECK

Trace inputs, status, master data, document flow, posting logic, receiver eligibility, and release-sensitive behavior before changing configuration.

03

CONFIGURATION WORKBENCH

Planning, budget, and availability

Configure planning profiles, versions, budgeting, releases, tolerance limits, availability control, forecast, and change governance.

Maintain in this order

  1. Confirm the selected PS 303 pattern and owner.
  2. Define organizational, master-data, status, and accounting prerequisites.
  3. Configure the smallest complete rule set and document the transport boundary.
  4. Run a positive case, exception, correction, and period-end reconciliation.
EXPECTED PROOFPlan, budget, commitments, actuals, and forecast remain distinct and reconcile.
FAILURE CHECK

Trace inputs, status, master data, document flow, posting logic, receiver eligibility, and release-sensitive behavior before changing configuration.

04

CONFIGURATION WORKBENCH

Materials, services, and resources

Configure component procurement, project stock, account assignment, external activities, services, work centers, activity types, and confirmations.

Maintain in this order

  1. Confirm the selected PS 303 pattern and owner.
  2. Define organizational, master-data, status, and accounting prerequisites.
  3. Configure the smallest complete rule set and document the transport boundary.
  4. Run a positive case, exception, correction, and period-end reconciliation.
EXPECTED PROOFEach resource and procurement path reaches the intended object.
FAILURE CHECK

Trace inputs, status, master data, document flow, posting logic, receiver eligibility, and release-sensitive behavior before changing configuration.

05

CONFIGURATION WORKBENCH

Financial and period-end control

Configure overhead, recognition keys where applicable, source/allocation structures, settlement profiles, and receivers.

Maintain in this order

  1. Confirm the selected PS 303 pattern and owner.
  2. Define organizational, master-data, status, and accounting prerequisites.
  3. Configure the smallest complete rule set and document the transport boundary.
  4. Run a positive case, exception, correction, and period-end reconciliation.
EXPECTED PROOFMonth-end produces explainable recognition and settlement without stranded balances.
FAILURE CHECK

Trace inputs, status, master data, document flow, posting logic, receiver eligibility, and release-sensitive behavior before changing configuration.

06

CONFIGURATION WORKBENCH

Integration archetypes

Bind PS selectively to SD, MM, PP, EAM, IM, AA, CO, Finance, documents, and analytics.

Maintain in this order

  1. Confirm the selected PS 303 pattern and owner.
  2. Define organizational, master-data, status, and accounting prerequisites.
  3. Configure the smallest complete rule set and document the transport boundary.
  4. Run a positive case, exception, correction, and period-end reconciliation.
EXPECTED PROOFEach archetype works end to end without forcing irrelevant integrations onto simpler projects.
FAILURE CHECK

Trace inputs, status, master data, document flow, posting logic, receiver eligibility, and release-sensitive behavior before changing configuration.

CONTINUE THE PATHContinue to PS 505

Apply the workbench inside discovery, testing, migration, cutover, and stabilization.

Enter the project →