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The Beginer’s Guide to Integrating PPM with ChaRM in 7.1 SP10

After reading my previous blog, I hope now you have fair idea on what the PPM and ChaRM integration is all about. Now let’s get bit technical and see the step by step procedures for integrating PPM with ChaRM in SP10.

One absolute important thing to know is; there are many actions, text procedures related to PPM integration have been updated in Change Request Management related standard Txn types in SP10. So if you are already using ChaRM (assuming you are using Z* txn types) then all these new actions and text procedures should be recreated in the Z* txn types. The integration is all about adopting the new content delivered in SP10 to our Z* txn types. If you are copnfiguring ChaRM freshly in SP10 then the integration becomes lots easier (however in real world there are many customers who are already using ChaRM in < SP10 ) .So let us assume, for this blogs sake, we are already using ChaRM and our Change Request Txn type is ZZCR.

Configuration Prerequisites

1. Partner Function SMCD0005 (PPM Resource)

Transaction DNO_CUST04 has been updated with new field PPM_RESOURCE_PFCT in SP10. New partner function SMCD0005 needs to be maintained against this field. Defaults settings need not be changed if you are planning to use SMCD0005 as PPM Partner. You may also maintain your custom partner in DNO_CUST04 but it is optional.



However the new Partner needs to be maintained in the Partner Function in Procedure screen to utilize this partner in Change Request.


2. Text Types adoption

Transaction DNO_CUST04 has the parameters PPM_TEXT_TYPE and PPM_DESCRIPTION_TYPE. Enter the text types. The default values are:


We can leave this untouched until and unless you want to use your own text types. So there is nothing to change here.


However we need to add these Text Types to our Z* Text Determination Procedure used in ZZCR (ZZCR0001). So make below entries in the following customization: SAP Solution Manager Implementation Guide -> SAP Solution Manager -> Capabilities (Optional) -> Change Request Management -> Transactions -> Text Management > Text Detn Procedure

text detn 001.png


3. PPF Actions Adoption

A new action SMCR_CREATE_PPM_TASK is updated in the action profile SMCR_ACTIONS. This needs to be adopted to ZMCR action profile. So let’s see what is the action definition of this newly delivered action and what parameters needs to be adopted while recreating this action in ZMCR.




So we need to create a custom action ZZCR_CREATE_PPM_TASK in our ZZCR action profile and adopt the above settings to have this action ready.

4. SET_STA_TASK Action

The action SET_STA_TASK sets the task status. Ensure that this action is specified for each status value in the status schema of the request for change. This needs to be adopted to our ZMCR action profile using following path: SAP Solution Manager Implementation Guide -> SAP Solution Manager —> Capabilities (Optional) —> Change Request Management —> Change Request Management Framework —> Make Settings for Change Transaction Types. This action is responsible for mapping the status b/w PPM Task <> Change Request.


Integration Information

1. Define Project Type Mapping

This information determines the SAP Solution Manager projects you can assign to a Project Management project. You cannot assign a SAP Solution Manager project to a Project Management project whose type is not in this mapping.


2. Define Project Status Mapping

This information is used to synchronize Project Management project status values to an SAP Solution Manager project. The mapping can depend on the SAP Solution Manager project type or be independent of it. Maintain the project type if you use different status values in the project type templates; leave it empty if you use the same status values for some or all project types.If you do not maintain the mapping for a Project Management status value, or the SAP Solution Manager status value is not valid for an SAP Solution Manager project, the status of the SAP Solution Manager project remains unchanged.


3. Map Transaction Types onto Task Types

Choose which Project Management task types are mapped to which SAP Solution Manager transaction types. Then, for each mapping, maintain the task and transaction type, the creation and assignment mode, and the indicator to restrict time recording. If the indicator is set, only resources that are assigned to the transaction with partner function PPM Resource (SMCD0005) are allowed to record time.


4. Map Task Status onto Request for Change Status

Using this you map SAP Solution Manager status values of requests for change onto Project Management task status values. This updates the status of the Project Management task, depending on the status of the request for change.



This is it !. Now we can start using PPM Projects with ChaRM. I shall publish a new blog on how to work with PPM and CharM in realtime with use cases.



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  • Hi Vivek,

    Well Done ! keep updating.

    I just have one little questions, what about licences for SAP PPM ? do we need to buy additional licenses if we use SAP PPM for partners/customers ( inside Solman ).

    Rg Dan

    • Hi Daniyar,

      Even I am not sure about the licensing part of PPM when used in Solution Manager. I am also trying to find the person who could answer this 🙂

      Will update you if I hear anything relevant on licensing.



        • Hi Manjunath,

          Unfortunately could not find out the licensing info yet. I wanted to connect with someone who could give this info from SAP side during this year Teched; but could not accomplish this task.



          • If it is still relevant for you: According to my information from SAP, starting with SAP Solution Manager 7.1 SPS 10, SAP Projects and Portfolio Management (PPM) comes pre-installed. For IT-projects within Solution Manager, cProjects (Project Management functionality of PPM) is licensed already.

            With Enterprise Support you can use cProjects for the entire customer IT solution. With Standard Support you can just use it in combination with SAP software implementations and Change Request Management (so SAP software components only!). Included in Enterprise Support as well as Standard Support is Project Resource Management.

  • Hello Vivek,

    today I've learned that for the Connection of Solman <-> PPM it is necessary that PPM is installed on the same System as Solman.

    Can you confirm this? If this would be true, this solution would be applicable to a lot of our customers since PPM (5.0 or 6.0) and Solman are always installed on different SAP instances.

    Thanks & regards Wolfgang

  • Very nice Vivek - great info!  I'm curious - is there a way to correlate ITSM service catalogs and roadmaps with Portfolio objects in PPM, which can be used to manage (report on) IT Service and Operations portfolios?  I see this used primarily to report on resource/staffing effort and alignment to EA roadmaps at an aggregated level  (i.e. by portfolio item or initiative, and to assess strategic alignment and value).  Further, do you know if certain aspects of a SOLMAN project could be influenced/changed by changes to the same data in PPM - in particular, dates and durations as well as resources?

    I see in many cases that a SM project could be its own bucket of work, but one that could also correlate to other parts of a project (e.g. an IT implementation project that has both hardware and software components to deliver) - thus making it a sub-project.  Visibility to the dependencies and impacts to critical path for this kind of work would best be visualized in a Portfolio and Project Management environment.

    That said, I think that bridging the gap between SOLMAN and PPM is a HUGE step in the right direction for bringing Project/Portfolio Management for Services and Ops, and delivery, change management, and execution capabilities delivered in ITSM.

    Thanks for your tremendous contribution Vivek!

    -  Lawrence

  • This is it !. Now we can start using PPM Projects with ChaRM. I shall publish a new blog on how to work with PPM and CharM in realtime with use cases.

    Yes, you should. I'm currently writing my Bachelors' thesis developing a concept for fair cost allocation. Therefore, I need an integration of PPM in ChaRM. But I've unfornuately no clue how to access PPM in general. I guess I need to create a project in PPM in order to link it to the SAP Solution Manager project with the corresponding RfCs and Change Documents. Can you help me out here?

  • Patric,

    I think Vivek pretty much answered your question in his previous blog post:

    PPM Projects integration with Change Request Management in SP10

    PPM is a separate module which gives organizations both Portfolio and Project Management capabilities --- so you can plan for and manage slews of projects that make sense together (i.e. Portfolios, Initiatives, Programs, etc.), as well as the individual projects themselves.

    Imagine a case where a project may have various components, and changes are warranted in many places.  Take for example an ECC EhP update, or the implementation of a new module that will integrate with other already-implemented modules.  Depending on how the technical process is designed, a change request in SOLMAN/ChaRM may flag discrete individual changes that belong to one implementer or group.  It could also be the one object that houses multiple changes belonging to different groups.   In any case, the Change Object flags that change is to be made.

    That change has cost and resource implications to it.  There are also scheduling factors to consider, both from the perspectives of "when do we deploy/implement" and from a "when can we get the implementer to do X, Y, and Z tasks needed for this implementation".  These are managed at the task level in PPM Project Management  (i.e. the "PPM Project" object), as you would any project.

    As Vivek stated in the linked post, link the discrete task with the Change Object and the latter becomes the object by which all changes (technical, functional, testing and change-log artifacts) are performed, implemented, and documented.  The PPM task and Project are updated with % completes, status, and dates, and the larger project progresses.

    So, from the ALM perspective, ChaRM/SOLMAN facilitates both the tactical and technical execution of project activities.  And from a PMO/ITSM perspective, PPM manages schedule, scope, resource, cost, and quality --- and the strategic questions leaders tend to ask with regard to "what to do and when the best time would be to do it"  (i.e. the "Portfolio Management question".)

    Hopefully this gives you context to feed your dissertation.


    • Thanks Lawrence.

      Yes - maybe it is too simple. How do I get to the view below, where I can see my SAP Solution Manager Projects? So basically the question must be: "How do I access PPM?, I think.../wp-content/uploads/2014/04/1_326911.png

      • Pardon my misinterpretation.  PPM of course has to be implemented within your organization.  It is web-based  (Netweaver Portal or NWBC), and should be accessible through a browser.  As with any SAP module, you will need access to the system via SAP Security, and someone in the PPM Support organization should be able to give you the URL to access it.  I can't really tell you how you might access the PPM instances within your organization as it's of course going to be specific to how it's deployed there.

        As for the navigation within PPM (once you're "in" the system),  you would look for the Portal workset (tab) that says "Project Management"  (if deployed on the Portal with its standard label).  Within that workset, you (as individual contributor) might have three options:  Portfolio Management, Project Management, and Resource Management.

        Your "Project" would be under Project Management.  Though groups of projects may be found under Portfolio Management as well, and I will keep it simple and not explain that in detail.

        For copyright reasons I'll refrain from re-posting images, though you might get an idea from Andrea Langlotz' document on PPM UI changes.…

        I hope this answers your question Patric.  Let's try to keep the comments on Vivek's post as as possible relevant to his topic.



      • Patric, please follow these two prerequisite steps:

        1. Assign role SAP_BPR_PPM to your user. You will get user menu Projects for SAP GUI and workcenter Project Management for NWBC.
        2. Activate workcenter service with transaction SICF:  /default_host/sap/bc/webdynpro/sap/inm_workcenter_app

        Good luck.


  • Correct SPRO path in 4. SET_STA_TASK Action:

    SAP Solution Manager Implementation Guide —> SAP Solution Manager —> Capabilities (Optional) —> Change Request Management —> Change Request Management Framework —> Make Settings for Change Transaction Types

  • Thanks Vivek and all other participants.  This is such an excellent help.

    I have a question.  After all that configuration, we created a task in PPM, and assign resources to to it.  However, when we try to record time in the RfC, we get the following errors:

    Error 1:

    Error You are not allowed to book time. Contact your Project Manager


    Where do the project manager allow in PPM resources to record time?

    Warning Message No PPM Resource maintained - see block 'Parties Involved'

    Based on the configuration above, we should be able to include PPM Resources in the RfC, but in the Assignment Block Parties Involved Assignment, despite all the configuration above being done, we do not see we can add that type of resource.

    SMCD0005 not there.png



    • Hola Juan !

      I am not quite sure about the Error no 1, but for the second issue, did you maintain the Partner Functions in below spro activity?


      Node SPRO > Capabilities > IT Service Management  > Partner Determination Procedure

      By default, this table will not get updated even if you maintain entries in Define Partner Determination Procedure activity.

      Pls check.



  • Some weeks ago I attended a webinar called:

    Project management in SAP Solution Manager 7.2 SP01

    Does anyone have a link to that presentation?

  • Hi,

    how does the timerecording and the Sync between PPM and Charm works? I have configured like mentioned but the times recorded in request for change are not synced to PPM even they arme tracked in the right fields for PPM.


    • You got to use DPR_CATS_CPR_TRANSF report in solman SE38 to Transfer of CATS Itemizations to Project Management Application for example in a batch job.

  • Hi Vivek,

    It was realy a very nice post which I was looking. Having below queries . Please help in that

    1) Is this integration only possible in the scenario of implementation project or we can can do for maintenance project as well.

    2) How to open the existing PPM projects in web UI I am using Solman 71 sp14.

    3) While I am creating a PPM project using  portfolio in tcode RMMAIN. I am only getting project type SAP Engagement project for selection. Am I missing some setting or whar?

    please see screen shot for more detailsPPM project creation.PNG

    PPM project creation.PNG