PLM - Product Costing Folders a brief

Folders in SAP PLM Costing

This page provides an overview of folders in SAP PLM Costing and how they are used to organize and manage costing-related information.

Table of Contents

1. Creating a Folder
   • Prerequisites
   • Procedure
   • Results
2. Folders in PLM Costing
   • Costing Structure Folders
   • Scenario Folders
   • Versioning Folders
   • Approval and Review Folders
   • Project or Product-Specific Folders
   • Integration Folders
3. Benefits of Using Folders

1. Creating a Folder

You can create folders to group related projects or structure projects and other folders within the system. This is done in the Cockpit view.

Prerequisites

• You have the authorization to create folders.

Procedure

1. In the Cockpit view, select the root folder or any other folder where you want to create the new folder.
2. In the ribbon, choose New, then Folder. You can also right-click and choose New Folder from the context menu.
3. A new folder is created in edit mode within the selected folder.
4. Give the folder a name and press Enter, or click anywhere in the navigation explorer to save the entry.

Note: Folders on different levels can have the same name. However, folders on the same level must have unique names.

Results

The new folder is saved and displayed alphabetically within the location you selected.

2. Folders in PLM Costing

In the context of Product Lifecycle Management (PLM) costing, folders help organize various types of cost data and documentation. Here are some common ways folders are used:

• Costing Structure Folders:
  • Group different cost components (e.g., material, labor, overheads).
  • Provide a clear breakdown of cost elements for a product or project.
• Scenario Folders:
  • Store different costing scenarios (e.g., standard costing, actual costing, target costing).
  • Facilitate comparisons of different pricing models or supplier options.
• Versioning Folders:
  • Manage versions of cost estimates for products or components.
  • Track cost changes over time due to design updates or market fluctuations.
• Approval and Review Folders:
  • Hold cost estimates, reports, and documentation pending review and approval.
  • Support compliance with budget and financial planning processes.
• Project or Product-Specific Folders:
  • Organize all costing data related to a specific project or product.
  • Streamline data retrieval for audits, reporting, and analysis.
• Integration Folders:
  • Store data related to integration with other systems (e.g., ERP, financial tools).
  • Enable seamless data exchange between PLM and other enterprise systems.

3. Benefits of Using Folders

• Improved Organization: Cost data is logically structured and easier to manage.
• Data Integrity: Helps ensure accurate and up-to-date costing information.
• Enhanced Collaboration: Provides easy access to relevant data for all team members.
• Audit Trail: Maintains a history of changes for transparency and compliance.