Custom field in EPPM WBS structure

[FranciscoCosta]

Dear experts,

Our client has a requirment to have a field that indicates how far along a project or a WBS is. To meet thos requirement, we have created the custom field "Project Execution".

This printscreen shows how the custom field was created.

However we are facing two issues:

1 - The first issue is that we are only being able to record values, for this field, for the WBS elements not for the project. When we try to save values for the project, after saving, the field value goes back to 0.00.

2 - The customer also wants this field to show up in a custom report that we have built. However, for the column Project Execution, its rows are being filled in with the maximum value, which is not correct.

Best regards,

Francisco Costa

[14seeryt]

Hello Customer We helped you to accept the answer, since there were no updates after 7 days. You can unaccept it anytime if you have further questions. Best Regards, Tim

[Chuma · Accepted solution]

Hello @FranciscoCosta 

Thank you for your question. The screenshots are very helpful.

You are addressing two separate issues:

1st, Value resets on the project header

Your field is created in the WBS (Project Element) business context, so it saves on PRPS only. The project header PROJ has nowhere to store it - it snaps back to 0.

Fix: create a second field in the Project header context and enable it in UIs and the Reports and If you want the header to reflect WBS progress, add a small derivation avg/max/weighted in Custom Fields & Logic on the Project header.

2nd, The report shows the maximum everywhere

Analytics is treating your numeric field as a measure and aggregating it.

Fix: in Custom Fields & Logic - field - General Information, set Aggregation to None or Average if that’s your logic.
Then, in your custom query/report, set the field’s Exception Aggregation to None/Average accordingly. Republish and refresh.

Use the Checklist below;

• Create a Project header field and keep the existing WBS field.
• Enable both under UIs and Reports for the apps/cubes you use.
• Set proper aggregation, republish, and refresh the report cache.
• (Optional) Add roll-up logic from WBS - Project.

Refer to the SAP documentations below;

SAP Help Portal – Creating Custom Fields & enabling for UIs and Reports

SAP Help Portal – Custom Analytical Queries (Fiori app): Measures & Exception Aggregation

Let me know if it works

With best regards

Chuma

[FranciscoCosta · Accepted solution]

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[FranciscoCosta · Accepted solution]

For the fields that I am trying to create, the system, for the Aggregation field, only shows the values: Sum, Maximum and Minumum...

[Chuma]

Hello @FranciscoCosta 

My apologies for the late reply,😊

If you only see the Properties tab, it means you’re not working on a measure. In Custom Analytical Queries (CAQ), the Aggregation and Expression tabs are visible only for measures, not for characteristics.

How to activate Average.

1. In Custom CDS Views, define an Analytical Cube based on your data source and include your numeric custom field as a measure, setting a default aggregation such as Sum, Max, or Min.
2. Publish the cube, then add a Calculated Measure in Custom Analytical Queries and set Exception aggregation converted to average, using a reference characteristic such as Project/PROJ or Work. Breakdown Structure (WBS).

You also refer to the below-mentioned official SAP Documentation

• SAP Help – Custom Analytical Queries (features incl. calculated measures & exception aggregation). SAP Help Portal-Custom Analytical Queries and Services
• SAP Help/Tutorial – Building CAQ with Calculated Measures and Exception Aggregation. SAP-Create Custom Analytical Queries With Calculated Measures
• SAP Help – Create Analytical Cube in Custom CDS Views (make the field a measure first). SAP Help Portal-Creating a Cube
• KBA 2544478 – fields must have an aggregation in the CDS to be usable as measures in CAQ. SAP Support Portal-2544478 - Custom CDS View Fields Don't Appear in Custom Analytical Queries

Let me know if it works

With regards

Chuma

[Chuma]

Hello @FranciscoCosta.

Thank you for your feedback and follow up,

Understood, that UI behaviour is logical.You only see Properties because the field is a standard element. The Expression tab is available only for a Calculated element. In Custom CDS Views, use Add and then select Calculation.

Aggregation appears in Element Properties only for numeric measure fields in analytical views. Mark the field as a measure and choose a Default Aggregation. The effect is visible when using the view, such as in Custom Analytical Queries, not in the preview.

Let me know if you need further information

With regards

Chuma

[Chuma]

Hello @FranciscoCosta 

That’s perfectly understandable!Numeric custom fields can only use Sum, Max, and Min options in Custom Fields Logic.

How to get what you want:

• Average or no roll-up: In Custom Analytical Query, set the measure’s Exception Aggregation to Average, select a Reference Characteristic such as WBS/Project, or None.
• Never aggregate utilise a text mirror field for display, or compute and persist the header value on Project (PROJ) via Custom Fields & Logic.

If you have further questions, let me know

With regards

Chuma

[FranciscoCosta]

Hello Chuma. For this field the system only displays the tab Properties, it doesn't display the tab Expression or the tab Aggregation (which is the one that you mentioned)