This one-stop guide details how to integrate and use project portfolio management with SAP to support your business processes. Focused on cProjects and RPM — as well as the integration with SAP Project System — this guide describes the implementation and usage of the SAP tools for project portfolio management in a process-oriented way. It uses sample customer examples and projects to illustrate specific solution options, is based on the latest SAP releases, and includes an entire chapter on project procedures.

Readers get a detailed overview of the typical requirements for a PPM solution, and learn how SAP supports the integration of sub-processes such as portfolio planning, project execution, time recording, and reporting. Expert insights into SAP RPM and its detailed configuration options: master data management, financial and capacity planning, questionnaires, scoring models, and metrics management serve to make this book indispensible. In addition, the configuration options and functions of cProjects are explained clearly with special attention paid to customizing the project structure, document and resource management, project alerts, evaluations, and more.

Plus, find out how SAP RPM and cProjects integrate with SAP PS, SAP NetWeaver Portal, SAP NetWeaver BI, MS Project, and SAP ERP. Real-world customer examples illustrate how customer enhancements extend the scope of the solution scenario, including custom fields, cross-system versioning, and more.

Highlights

• Overview of Project Portfolio Management with SAP
• Customizing SAP RPM and cProjects
• Integrating PPM with SAP ERP
• Real-World Customer Examples
• Defining a Solution Architecture

About the Author(s)

Stefan Glatzmaier and Michael Sokollek focus on the design, development, and implementation of integrated Project Portfolio Management solutions in cross-system process environments. Both authors base their expertise on more than 10 years of in-depth product knowledge, working as Principal Consultants for SAP Deutschland AG & Co. KG.

Table of Contents

1 ... Overview of Project Portfolio Management with SAP ... 15
... 1.1 ... Requirements Scenario for Project Portfolio Management ... 15
... 1.2 ... SAP Resource and Portfolio Management (SAP RPM) ... 22
... 1.3 ... Collaboration Projects (cProjects) ... 40
... 1.4 ... SAP Project System (SAP PS) ... 53
... 1.5 ... Summary ... 57

2 ... Portfolio Management with SAP RPM ... 59
... 2.1 ... Basic Configuration and Master Data Maintenance ... 59
... 2.2 ... Detailed Settings for the Portfolio Item ... 71
... 2.3 ... Additional Master Data Objects in Portfolio Management ... 74
... 2.4 ... General Functions of All Portfolio Objects ... 78
... 2.5 ... Field Control and User Interface Customizing ... 84
... 2.6 ... Functions Depending on the Field Values ... 89
... 2.7 ... Financial and Capacity Planning ... 99
... 2.8 ... Metrics Management ... 106
... 2.9 ... Key Figure Definition ... 113
... 2.10 ... Summary ... 119

3 ... Project and Resource Management with cProjects ... 121
... 3.1 ... Basic Settings ... 121
... 3.2 ... Project Types for Project Structuring ... 126
... 3.3 ... Additional Options for Project Structuring ... 136
... 3.4 ... Document Management with cProjects ... 141
... 3.5 ... Project Roles for Resource Management ... 150
... 3.6 ... Business Partners and Organizational Management ... 158
... 3.7 ... Evaluations ... 162
... 3.8 ... Customizing the User Interface ... 169
... 3.9 ... Summary ... 174

4 ... Integration Aspects of Project Portfolio Management ... 175
... 4.1 ... Overview of the Standard Interfaces ... 175
... 4.2 ... Portal Integration ... 178
... 4.3 ... Object Links ... 186
... 4.4 ... Decision Flow Management ... 193
... 4.5 ... Integration with Microsoft Project ... 203
... 4.6 ... Integrated Portfolio Planning with SAP ERP and cProjects ... 210
... 4.7 ... Accounting Integration with SAP ERP ... 218
... 4.8 ... Time Recording in SAP ERP ... 226
... 4.9 ... Financial Data Transfer from SAP ERP ... 236
... 4.10 ... Reporting ... 246
... 4.11 ... Authorizations ... 253
... 4.12 ... Development Environment ... 263
... 4.13 ... Summary ... 266

5 ... Sample Enhancements for Customer-Specific Requirements ... 267
... 5.1 ... Overview of Enhancement Options ... 267
... 5.2 ... Numbering Objects ... 271
... 5.3 ... Defining Custom Fields ... 273
... 5.4 ... Adjusting the User Interface ... 277
... 5.5 ... Enhancing User Interface Semantics ... 281
... 5.6 ... Automating the Object Creation in SAP ERP ... 284
... 5.7 ... Adapting Financial and Capacity Planning ... 287
... 5.8 ... Transferring RPM Financial Planning to PS Detail Planning ... 291
... 5.9 ... Configuring the Project Structure ... 293
... 5.10 ... Assigning and Importing Document Fields ... 295
... 5.11 ... Sending Notifications ... 298
... 5.12 ... Calculating Threshold Values and Key Success Factors ... 300
... 5.13 ... Using Project Staffing for Time Recording ... 303
... 5.14 ... Creating Cross-System Versions ... 307
... 5.15 ... Implementing the Subsystem ... 314
... 5.16 ... Summary ... 315

6 ... Definition of the Solution Architecture ... 317
... 6.1 ... Elements of a Solution Architecture ... 317
... 6.2 ... Goals and Requirements ... 319
... 6.3 ... Scenarios, Processes, and Responsibilities ... 321
... 6.4 ... Technical Conditions ... 323
... 6.5 ... Effort Estimate ... 325
... 6.6 ... Summary ... 327

A ... SAP Notes ... 331

B ... Technical Object IDs ... 333
... B.1 ... Object Types in SAP RPM ... 333
... B.2 ... Object Types in cProjects ... 335

C ... The Authors ... 339