Dear Colleagues,
IT-PPM ( IT - SAP Project and Portfolio Management 6.1 ) is now available within SAP Solution Manager 7.2. The older release of IT –PPM 5.0 has been available for SAP Solution Manager 7.1 since with SP09 and SP10.. The purpose of this blog with related links is to give an overall understanding of the IT PPM 6.1 functionality in SAP Solution Manager 7.2 covering the below topics:
1) Overview of SAP Project and Portfolio Management
1.1 Building blocks
1.2 IT PPM as a software component in SAP Solution Manager 7.2
1.3 Licensing
2) IT-PPM in SAP Solution Manager 7.2 Details
2.1 Setup and Configuration (SOLMAN_SETUP, SPRO) and Security(Roles & Authorizations)
2.2 Detailed Functionality including
2.2.1 Project Management
2.2.2 Resource Management
2.2.3 Reporting
2.3 Project data Export/Import (MS Project,etc..)
3) Integration Topics
3.1 SAP Solution Manager 7.2 : Process Management, Change Control Management,
Requirements Management
3.3 Integration with SAP ERP, HR, and other modules
4) Related Links & Further information
1) Overview of SAP Project and Portfolio Management
SAP Portfolio and Project Management consists of the following application areas:
- Portfolio Management
- Project Management
SAP Portfolio and Project Management comprises an SAP NetWeaver Application Server, Foundation components, and the SAP Portfolio and Project Management add-on component (CPRXPRM).
1.1 Building blocks
Portfolio Management
Portfolio Management is designed to manage the capacity and deployment of human capital assets across multiple projects. Portfolio Management integrates information from existing project management, human resources, and financial systems to provide a complete overview of an organization’s project portfolio with easy drill-down to details for portfolio managers, project managers, and resource managers. Moreover, you can use initiatives to link to projects and documents in Project Management. You can synchronize objects between Portfolio and Project Management (horizontal synchronization), or objects within Portfolio and Project Management (vertical synchronization).
Portfolio Management can be integrated with existing SAP and non-SAP back-end applications such as the following:
SAP applications:
SAP Product Lifecycle Management – Project System (PLM PS)
SAP Human Capital Management (HCM)
SAP Financial and Controlling (FI-CO)
Non-SAP applications:
Microsoft Project
Project Management
Project Management covers the entire range of project management activities in development and consultancy projects, from planning to implementation to project completion. Project Management supports organizations to grow their project management excellence by providing solid standalone project management core support
offering a wide range of integration options.
Since Project Management‘s birth as development project management for the automotive industry, it has emerged to a flexible project management solution for all industries and focused on various project types, including new product development and introduction consulting projects, IT projects
SAP Solution Manager
SAP provides the SAP Solution Manager as the highly recommended platform to efficiently support the implementation of your solution. Using SAP Solution Manager will significantly accelerate the implementation process and help you to achieve your business goals. At the same time, SAP will be able to deliver Support Services based on the business scenarios designed and documented in SAP Solution Manager. Implementation content for your solution may further accelerate the implementation process
Note: With the standard maintenance agreement, The standard functionality of IT-PPM for SAP Solution Manager 7.1 or 7.2 is limited to Project Management. The details are explained within the section 1.3 Licensing
1.2 IT PPM as a software component in SAP Solution Manager 7.2
PPM/SAP Solution Manager is only available if PPM deployed on SAP Solution Manager. IT PPM software component is included in SAP Solution Manager Stack as shown below:
1.3 Licensing
License Model and Support Contract cover the below Perpetual License rights and Maintenance agreement.
2) IT-PPM Details in SAP Solution Manager 7.2
2.1 Setup and Configuration (SOLMAN_SETUP, SPRO)
Initial configuration of IT PPM /Project management in SAP Solution Manager is done by executing the transaction /UI2/FLP for SAP Fiori Launchpad or directly by the transaction 'SOLMAN_SETUP, under
Project Management
. Follow the guided procedure as shown below:'
.For more information, see the help texts in the guided procedure
For extended configuration, execute the transaction SPRO, and navigate the relevant node for SAP Portfolio and Project Management as shown below:
The required Roles and Authorizations are for the standard functionality can be maintained in the transaction SOLMAN_SETUP for Project Management, under Create Template User step.
Below technical landscape details the communication of the various User groups within the application component.
Configuration User
You can either use the suggested configuration user with Standard ID SMC PPM_*** (Help Text ID:USER SMC PPM)or add all required relevant roles to a named user
Analogues Composite Role SAP ITPPM-CONF_COMP
Project Admnistrator /ITPPM Administrator (Project Lead)
Analogues Composite Role SAP-ITPPM_ADMIN_COMP
Project Team Member
Analogues Composite Role SAP-ITPPM_PTM_COMP
Other Authorization options:
Once the IT PPM project is created and released; there are further authorization access can be granted to project users at a project level as shown below:
For advanced Security Concept, covering the integration with other components such as ChaRM, Process Management, Requirements Management;
visit : https://websmp101.sap-ag.de/~sapidb/012002523100019075372015E/Application_Spec_Guide.pdf
2.2 Detailed Functionality including
2.2.1 Project Management
To use project management in SAP Solution Manager 7.2, you need to set it up and, if you are upgrading from SAP Solution Manager 7.1, activate your projects.
IT PPM Functionality can be accessed using SAP Fiori LaunchPad:
Project Management supports the following functions:
- Navigation
- Project Elements
- Typical Functions for Decision Makers
- Typical Functions for Project Leads
- Typical Functions for Project Participants
- Typical Functions for Project Resource Planners
Along with all phases of a project life cycle from Initiation to Closure
IT PPM/Project Management is delivered with two predefined Solution Manager Project types:
- IT Implementation Project
- IT Maintenance Project SAP Solution Manager 7.2
Covering the below usage scenarios:
- Roadmaps
Import / Export Roadmaps through SAP Activate / Methodology – Roapmap Viewer
Further information: https://go.support.sap.com/roadmapviewer/
- SAP Best Practices
Creates SAP Best Practices Work Breakdown Structures in projects including predefined roles.
- Solution Documentation
With the integration to Process Documentation; it creates links to project organization and project execution in order to manage the scope. Along with;
gathering information on branch, sub landscapes, change cycles where the Requirements can be implemented.
- Staffing
Role-based resource management functionality enables easy resource pre-planning, resource staffing on project structure and task levels to
ensure integrated time/duration feedback, and work progress confirmation across all employee activities: levels,where
- Project Scope
Define the scope for project execution and differentiate between the Initial Scope(IT Requirements) and Scope Changes using Change Request Management.
Drill down functionality enables to see the further details about the changes.
- Scope Reporting
Available through the side panes where additional information can be displayed about the project and its tasks.
- Time Reporting
Supports flexible time recording functionality which can be limited staffed resources and specific tasks, along with the time recorded on project tasks,
request for change, IT Requirements . The data is synchronized via report.
- Project Analysis
Provides information regarding the overall project status, countdown, schedule, quality gates, milestones, tasks, initial scopes, scopes changes, completion rates, and
issues.
For further information visit : SAP Portfolio and Project Management - SAP Library
2.2.2 Resource Management
Resource Management is a role based tool that supports decoupled project and resource management process. Resource staffing and responsibilities can be distributed on project level and/or across projects.
Project Resource Planning provides a planning tool for you to optimize your human resource deployment. It focuses on using your employees efficiently and assigning them to projects or orders based on demand, qualifications, and availability.
You have the following options for carrying out project resource planning:
- You can do all your planning in Project Management.
- You can select the resources by their availability. To do this, you can either use the resource planning application (RPA) from Service Resource Planning in SAP Customer Relationship Management (SAP CRM) or you can predefine the capacity of the resources by means of Customizing in Project Management; the latter is the simpler option.
- You can schedule the resources with Portfolio Management
For further information visit : SAP Portfolio and Project Management - SAP Library
2.2.3 Reporting & Analytics
The system provides a number of different report templates depending on the project type. Project leads and project managers can use the project reporting in SAP Solution Manager 7.2 to get an overview of the projects for which they are responsible. Coupled with Data Analytics using several data sources; the predefined dash boards provide information for:
Project Plan and Schedule: Project Execution Project Assets
Count down Initial Scope Issues
Schedule Scope Changes
To be delivered Completion rates
Quality gates Efforts
2.3 Project data Export/Import (MS Project, XML)
With this function you can export or import data of a project, a version, or a project associated with a portfolio item. The following project management systems and formats are supported by Portfolio and Project Management:
- Microsoft Project
- XML file
MicroSoft Project
You can import/ export a project or version in Project Management or a project associated with a portfolio item to a Microsoft Project (*.mpp) file. You can navigate to this function from the item details screen on the Overview
view, the toolbar above the project, the project work-list, or the project version work-list.
After the export, you can use all the functions available in Microsoft Project.
Prior to this process, The following prerequisites must be met before you can import a project or a project schedule from Microsoft Project:
- Microsoft Project is installed on your PC. For more information about the supported versions of Microsoft Project see SAP Note 1326709.
- You have write authorization for all project elements and admin authorization for all portfolio items.
- If you want to import newly created phases, checklists or tasks from MSP, you have to use the object types defined in Project Management. The phase types, checklist types, and task types must have been assigned to a corresponding enterprise field (user-defined field) in Microsoft Project. For more information, see Customizing for
SAP Portfolio and Project Management
under ->,Define Checklist Types
, orDefine Task Types
. - The corresponding activities in Customizing for
SAP Portfolio and Project Management
under -> have been performed. The required target options for the import have been defined. For more information, see Customizing forSAP Portfolio and Project Management
under ->.
For more information about the prerequisites, see SAP Note 1326709
XML File
You can navigate to this function from the item details screen on the Overview
view, the project worklist, or the project version worklist.
You can also import project templates and checklist templates. You can find the corresponding functions under > Portfolio and Project Administration
Prior to this process, The following prerequisites must be met before you can import a project
If you want to export templates, you have made a corresponding entry for area 0013 Additional Features
, setting 0002 Export/Import of Templates
in Customizing for SAP Portfolio and Project Management
under ->
3) Integration Topics
3.1 SAP Solution Manager 7.2 : Process Management, Change Control Management, Requirements Management
IT-PPM enables SAP Solution Manager 7.2 Integration Model's Key Value Chains
It is also embedded in Application and Content Life-cycle Management., supporting all the phases of the methodology
Prepare -> Explore -> Realize- > Deploy
Supporting standard innovation process
and the maintenance process
In order to realize "Portfolio to Project" and it's association to the other value chains; PPM Projects need to be linked to 1)Process Documentation, and 2) Change Control Management,& Requirements Management once the Project Management initial configuration is completed within the transaction "SOLMAN_SETUP
IT PPM project integration with the Process Management (Solution Administration -> Branches )
You can assign SAP Solution Manager data of a project, directly, or from the selection help. The selection help uses branch, sub-landscape, and change cycle: You can select only SAP Solution Manager data that is not yet assigned to a project, and that is of the same project type, according to the customizing settings.
To link a PPM project to Solution Administration/Process Document:
1.Click on the My Projects (Project Management) icon on SAP Fiori LaunchPad
2. Open the Project where you want to maintain the link to Process Documentation
3. Navigate to the Project Element area and click on the project header(project name) and browse the "Solution Documentation" tab within elements detail. Maintain the the process documentation information (Assign, Change, Remove)
IT PPM project integration with the Change Control Management & Requirement Management
IT PPM Projects can be linked with Change Control Management & Requirements Management through:
- Creating a Business Transaction from a Task
You can create a business transaction of type request for change, IT requirement, or change document, from a project task, and manage the new business transactions in
the project. You can also assign existing requests for change, IT requirements, and change documents, to project tasks. You can also assign change documents of
any type to a project task, including independent change documents, which were not created from a request for change or IT requirement.
Based on the initial configuration of Project Management (SOLMAN_SETUP); the request for change, IT requirement, or change document is created
automatically. Otherwise you have to create it manually.
- Creating a Task from a Business Transaction
In Change Request Management, you can create a project task from a request for change, or change document. To do so, these business transactions must be connected to the solution documentation that is assigned to the project. You can only create a task for projects that can still be changed, not for projects that are completed, archived or canceled.
- Time recording from a transaction to a task
You can record the time that you have spent on a request for change, IT requirement, or change document. The recorded time is also transferred to the assigned
project task on which you are working.
You have the following options:
- Restricted time recording, for staffed resources only:Time is only recorded for resources that are staffed on a project task. The time is synchronized to the
Parties involved
assignment block. - Unrestricted time recording for all users:Time is recorded for all resources.
Synchronization with the project is asynchronous in the report DPR_CATS_CPR_TRANSF
. The report collects all time recording entries from business transactions that are connected to tasks
For further information, visit :http://help.sap.com/solutionmanager72
3.3 Further integration with SAP ERP, HR, and other module Business Objects
Projects can be related in various ways to business objects in other applications, such as sales orders or purchase orders in SAP ERP
, or facilities in SAP Environmental Compliance
. These business objects can be located in the same system or in a different system, for example, a separate ERP system. By creating object links, you can connect project elements to business objects of predefined object types in order to achieve the following:
- Provide an overview of all objects relevant for a project element
- Enable the display of detailed header data for these objects within
Project Management
- Provide access to predefined applications related to these objects, allowing you to, for example, display master data, or analyze and edit transactional data.
Prerequisites
This extended configuration requires some activities in transaction SPRO. SAP delivers a number of predefined object types. You can, however, also define further object types. For information about how to configure the predefined object types for usage in
Project Management,
SAP Portfolio and Project Management: Configurationin SAP Note 2026421 under ->
SAP Portfolio and Project Management
Application help : SAP Portfolio and Project Management - SAP Library
Security : https://websmp105.sap-ag.de/~sapidb/012002523100017260132014E
Installation / Configuration: https://websmp105.sap-ag.de/~sapidb/012002523100015612992014E
SAP Solution Manager 7.2:
Application help : SAP Solution Manager - SAP Library- > Project Management
Security : https://websmp210.sap-ag.de/~sapidb/012002523100019075372015E/Application_Spec_Guide.pdf
- SAP Managed Tags:
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