Paper 3: Executing Large Investments: A Step-by-Step Guide to Project Delivery and Oversight- Managing the Full Lifecycle of Strategic Expenditures

Avnish Goyal, Vishal Maheshwari

Abstract: This paper is the final paper in a three-part series on Investment Management in SAP, focusing on the execution and settlement phases of investment projects. It provides a step-by-step guide to implementing projects based on customizations and processes outlined in the previous papers. The document details the complete lifecycle-from defining investment program structures, initiating appropriation requests, building the project system hierarchy, and planning costs and budgets, to the actual execution and financial settlement of capital projects. Special emphasis is placed on managing costs at the Work Breakdown Structure (WBS) level, integrating Assets Under Construction (AUC), and final settlements to fixed assets or other cost objects. This comprehensive approach ensures projects are not only delivered on time and within budget but also aligned with financial reporting and asset capitalization standards.

Keywords: SAP S/4HANA Investment Management (IM), ERP-based Capital Expenditure Control, Capital Project Governance, Work Breakdown Structure (WBS), SAP Configuration, Budget, Planning, CAPEX Lifecycle Management, Project Approval Workflow, Capital Spend Planning, Investment Control, Financial Oversight

How to Cite?: Avnish Goyal, Vishal Maheshwari, "Paper 3: Executing Large Investments: A Step-by-Step Guide to Project Delivery and Oversight- Managing the Full Lifecycle of Strategic Expenditures", Volume 14 Issue 9, September 2025, International Journal of Science and Research (IJSR), Pages: 1262-1271, https://www.ijsr.net/getabstract.php?paperid=SR25925183046, DOI: https://dx.doi.org/10.21275/SR25925183046