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PUBLIC
Customer Experience & Solutions, SAP SE
May 2020
Project Managementin SAP Solution Manager 7.2 (SP11)
2PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
This presentation outlines our general product direction and should not be relied on in making a
purchase decision. This presentation is not subject to your license agreement or any other
agreement with SAP. SAP has no obligation to pursue any course of business outlined in this
presentation or to develop or release any functionality mentioned in this presentation. This
presentation and SAP's strategy and possible future developments are subject to change and may
be changed by SAP at any time for any reason without notice. This document is provided without a
warranty of any kind, either express or implied, including but not limited to, the implied warranties of
merchantability, fitness for a particular purpose, or non-infringement. SAP assumes no
responsibility for errors or omissions in this document, except if such damages were caused by
SAP intentionally or grossly negligent.
Disclaimer
3PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Project Management Overview
Project Setup and Planning
Project Execution and Analytics
Agenda
Project Management Overview
5PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
What is SAP Portfolio and Project Management about?
▪ Complete visibility of all current and proposed projects
▪ Innovative culture, which supports the generation of project ideas
▪ Make decisions on clear and valuable information like portfolio value,
balance, financial figures and strategic alignment
▪ Know your current projects as well as your capabilities
Strategy & Alignment
Idea Generation
Visibility Ability to make Decision
Innovation
Portfolio Management*
Scope & Timeline
Project Execution
Resource
ManagementProject effort
Collaboration
Project Management**
▪ Managing scope, timeline and budget of projects in an integrated way
▪ Define the resource demand and search for suitable resources
▪ Track and monitor the execution of your projects
▪ Collaborate with project team members
▪ Plan your detailed project effort
* additional licenses required for Portfolio Management **Can be used for IT Projects as part of Solution Manager usage rights
6PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Project related aspects in the space between IT and PMO
IT Area PMO Area
Cost Controlling
AccountingRequirements & Change
Management
Test
Management
Process
ManagementIssue Management
Optional via
integration to ERP
Scope
Collaboration &
Documentation
Task Management
Timeline
Resource
Management
Risk
Management
7PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Covered project and integration aspects per standard Project Type
IT Area PMO Area
Cost Controlling
AccountingRequirements & Change
Management
Test
Management
Process
ManagementIssue Management
Optional via
integration to ERP
Engagement Project
Scope
Collaboration &
Documentation
Task Management
Timeline
Resource
Management
Risk
Management
8PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Covered project and integration aspects per standard Project Type
IT Area PMO Area
Cost Controlling
AccountingRequirements & Change
Management
Test
Management
Process
Management
Optional via
integration to ERP
Task-based Integration
Scope
Collaboration &
Documentation
Task Management
Issue Management
Timeline
Resource
Management
Risk
Management
9PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Covered project and integration aspects per standard Project Type
IT Area PMO Area
Cost Controlling
AccountingRequirements & Change
Management
Test
Management
Process
Management
Optional via
integration to ERP
Header-based Integration
Scope
Collaboration &
Documentation
Task Management
Issue Management
Timeline
Resource
Management
Risk
Management
10PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Covered project and integration aspects per standard Project Type
IT Area PMO Area
Resource
Management
Cost Controlling
AccountingRequirements & Change
Management
Test
Management
Process
Management Issue Management
Optional via
integration to ERP
Focused Build – R2D
Project Integration
Risk
Management
Scope
Collaboration &
Documentation
Task Management
Timeline
11PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
When to use what ?
Engagement
Project
Task-based
Integration
Header-based
Integration
Focused
Build
Low tool implementation effort
Out-of-the-box Best Practice process
for Requirements-to-Deploy
Customer specific status / approval flow
required
Traceability from Requirement to Test
Result
Many WRICEFs / Development
expected
Project follows SAP Activate
methodology and roadmap
Resource Management
Risk Management
12PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Integration
Process Management,
Issue Management
Process Management,
Issue Management,
Requirements Management,
Change Request Management
Process Management,
Issue Management,
Requirements Management,
Change Request Management
Test Suite
Use Case
Generic Project Management for
Implementation and Transition
Projects with WBS based on SAP
Activate Roadmaps
Implementation or Maintenance
activities with mapping of Change
transactions to tasks for time
recording
Implementation or Maintenance
activities including Testing with
Traceability information
Project Types
• Engagement Project
• IT Project - Task Based
• IT Project - Header Based
Project Management Use Cases in SAP Solution Manager 7.2
13PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
For Project Managements there are 6 tiles in Solution Manager Launchpad
– My Projects
– My Task
– Configuration – Project Management
– Projects Analytics (Standard, Change Cycles and 360 Degrees)
Project Management tiles in SAP Solution Manager 7.2
14PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Project Management in SAP Solution Manager
From idea to a successfully managed project
Project Charter
Assignment of Project
Manager
Creation of project plan
(e.g. from template)
Project Initiation Planning Execution
Project structure
planning (dates,
durations…)
Resource planning
Release of project
plan
Continuous project
planning
Resource
assignment
Time recording
Completion tracking
Documentation
Controlling
Percentage of
completion
Project Analytics
Closure
Closure of tasks,
phases, project
Documentation
Lessons learned
15PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Task
Project ManagementTask-based integration into standard Solution Manager capabilities
Change Request Management
Request
for Change
Change Documents
Business
Requirements
Requirements Management
IT Requirement
Project
Task
Phase
Solution
Process and Application
Landscape
Change Document
(stand-alone)
Task
Task
Task
1:n1:n
Change Cycle
16PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Project
Phases
Tasks 1..n
Project Header
Solution / Branch /
Landscape / Cycle
Scopes
Project ManagementHeader-based integration into further Solution Manager capabilities
Change Cycle
- Solution
- Branch
- Change Control Landscape
Test Plan Header
- Project
- Solution / Branch
- Scope
Test Packages
Test Plan
Business
RequirementIT Requirement
1:n
Request for
ChangeChange
Document
Requirement and Change Request ManagementProject / Landscape /
Branch / Cycle
Solution
Change Control Landscape
Processes and Libraries
Branches
Scope
Change
Document
Cross Build Analytics dashboard
17PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Best-of-Suite, Integrated process flow for SAP Solution Manager 7.2 (new in SP7)
Release
Management
Project
Management
Requirements
Management
Change Control
Test
Management
Process
Management
Create
Solution
Create
Cycle
Assign
Landscape
Define
Landscape
Model
Processes
Define
Scope
Create
Project
Assign
Cycle
Assign
Scope
Create
BR/ITR
Track project progress
Plan
Changes
Create
Changes
Do the
work
Create test
packages
Create test
planTest execution
(manual/autom.)
Set to „to be
tested“
Set Status
based on
test results
Create
Incident
(Defect)
Create
Defect
Correction
Deploy
Release
Assign
Project &
Scope
19PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Approach
▪ Solution, Branch, Change Cycle and Scopes can be assigned to Project header
▪ Test Plan can be created with Project assignment and can consume Solution context (Solution, Branch,
Scope)
▪ IT Requirements and Requests for Changes can be created with Project assignment and can consume
Solution and Change Control context.
Benefit
▪ Simplified creation of Test Plans, IT Requirements and Requests for Changes
▪ Project based reporting, also for Test Management
▪ Full Traceability from Requirements to Changes and Test Case with their results via Traceability report.
Project Management
Header-based integration into standard Solution Manager capabilities
20PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Project Management
Sprint 1..n
Task 1..n
Wave1
Milestone
Q-Gate
Focused Build – Architecture Overview and Integration Model
Test Suite
Test Plan Test Package
Solution Readiness Dashboard
Process and Application
Landscape
Process Management
Test Cases
Branches
Design Documents
Requirements Work Packages
Work Items
Requirements / Work Packages / Work Items
Release Management
Release Number and CycleChange Control Landscape
21PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Project Management Overview
Project Setup and Planning
Project Execution and Analytics
Agenda
22PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Project Management in SAP Solution Manager
From idea to a successfully managed project
Project Charter
Assignment of Project
Manager
Creation of project plan
(e.g. from template)
Project Initiation Planning Execution
Project structure
planning (dates,
durations…)
Resource planning
Release of project
plan
Continuous project
planning
Resource
assignment
Time recording
Completion tracking
Documentation
Controlling
Percentage of
completion
Project Analytics
Closure
Closure of tasks,
phases, project
Documentation
Lessons learned
23PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Description
SAPUI5 Gantt chart replaces Jnet-based Gantt chart
Details
• Check SAP Note 2645827 with details for
SAP Portfolio and Project Management 6.1
Benefits
• Multiple browsers are supported, including
Microsoft Edge, Mozilla Firefox, Google Chrome, Apple
Safari (for MacOS)
• No additional frontend component (Java) is required
anymore
Project Management innovations (SP11)
SAPUI5 Gantt chart
24PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
For Project Managements there are 6 tiles in Solution Manager Launchpad
– My Projects
– My Task
– Configuration – Project Management
– Projects Analytics (Standard, Change Cycles and 360 Degrees)
Project Management tiles in SAP Solution Manager 7.2
25PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
SAP Activate - Methodology
26PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Roadmap Viewer
https://go.support.sap.com/roadmapviewer/
28PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Imported Project Plan creates a Project in Solution Manager
Project Management in
SAP Solution Manager
– Adjust the Structure and Schedule
to start Working
– Adjust Phases
– Create Tasks
– Create Sub Tasks
– Store Project Documents
29PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Flexible project structure
Gantt Chart – One click view
Create Work Breakdown Structure
Highlights
▪ Flexible project structure for easy project handling
▪ GANTT Chart update by one click
▪ Projects templates
– Jump-start the project
– ensure one methodology for project execution
▪ Project snapshots for trend analyses
▪ Project simulations for risk mitigation
▪ Optional ERP integration for cost control
33PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Enter planned dates, constrains and relationships
Project allows you to Plan dates for
Phases, Tasks and Subtasks
While defining planned dates and
constraints
together with
relationships between phases and
tasks
37PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Finish-to-Start
Project Planning (Dates 4)
Defining a Finish-to-Start relationship between A1 and A2 increases to duration of the phase to 5 days, so A1
and A2 are part of the critical path. A3 and A4 have a Start-to-Start relationship to A2
A1 (1 Day)
A3 (2 Days)
A4 (3 Days)
P1 (5 Days)
A2 (4 Days)
Start-to-Start Start-to-Finish Finish-to-Finish Critical path
Example: Bottom-Up forward Scheduling and determination of the earliest and latest dates and the float.
39PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Project Management
Navigation area: The project management
navigation area is a top level navigation. For
project templates, you can select either a
structure or resource information
Project Elements: Superordinate concept for
all structuring elements in Project
Management, including: Project definition,
Phases, Checklists, Checklist items, Tasks,
Roles.
Element Details: Information which is
defined centrally. Projects based on a
template get all information automatically.
40PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Project Views
Project structure with n levels
including phases, tasks and sub
tasks.
Different views of project structure
▪ Detail
▪ Graphical
▪ Table
41PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Project ManagementGantt chart – overview and planning
Changes and planning of project objects
directly in Gantt Chart:
▪ Dates
▪ Duration
▪ Relationships, etc.
Drag and drop functionalities
Link to detailed data.
42PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Changes and planning of project
objects in table.
▪ Name
▪ Responsible Role
▪ Responsible Resource
▪ Effort / Work
▪ Dates
▪ Duration
▪ Priority
▪ Status
Filter for project elements
Navigation to detailed data
Project ManagementTable planning and overview
Demo: Prepare IT Implementation Project
Demo: Scoping and Scheduling
44PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Role-based resource management
Resource Management
Highlights
– Role-based resource management for easy resource pre-
planning
– Resource staffing and responsibilities on project structure
level ensure
▫ high transparency
▫ easy work distribution
– Resource staffing and responsibilities on task level
ensure integrated
▫ time feedback
▫ work progress confirmation
across all employee activities
Assign resources to
tasks
Search for
resources
Staff roles
Assign task to role
Define role
45PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Project Management entities
Project Definition
Work Breakdown Structure Resources
Project Header
Phases
Tasks
Sub tasks
[work / effort]
Checklists
Checklist Items
Roles
Business PartnerEmployee[availability]
Staffing assignment
Responsibility assignment
47PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Project ManagementResource planning – staffing overview
Role based view
▪ Creation and management of
project roles.
▪ Search and assignment of
resources.
▪ Monitoring of demand and
availability of assigned resources.
▪ Effort allocation to project
resources.
48PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Project ManagementResource planning – staffing overview
Resource based view
▪ Creation and management of
project roles.
▪ Search and assignment of
resources.
▪ Monitoring of demand and
availability of assigned resources.
▪ Effort allocation to project
resources.
49PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Project Management Overview
Project Setup and Planning
Project Execution and Analytics
Agenda
Project Execution and Analytics
51PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Project Management in SAP Solution Manager
From idea to a successfully managed project
Project Charter
Assignment of Project
Manager
Creation of project plan
(e.g. from template)
Project Initiation Planning Execution
Project structure
planning (dates,
durations…)
Resource planning
Release of project
plan
Continuous project
planning
Resource
assignment
Time recording
Completion tracking
Documentation
Controlling
Percentage of
completion
Project Analytics
Closure
Closure of tasks,
phases, project
Documentation
Lessons learned
55PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Prerequisites
▪ Task is assigned to a role
▪ Resource is assigned to that role or directly to that task
▪ Task is released
Task processing
Working on Tasks
1. Access to My Tasks via Launch Pad 2. Select Tasks to be processed 3. Check task data and set completion / status
56PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Track Effort with Task-based Integration
Time and status is maintained on
IT requirement, Request for Change or Change Document level.
▪ You can select Assignment Block time recording in IT Requirement or ChaRM and add the time for
recording
▪ All data will be synchronized to the related tasks via report: DPR_CATS_CPR_TRANSF
57PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Issues Tab in Project
Issue Management allows to address, assign and track project related issues
58PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Project Analytics in SAP Solution Manager 7.2
Project Dashboards for various Use Cases
• Standard: Shows details for all Project Types
• Change Cycle: Project details per Change Cycle
• 360 Degrees: Details for Task-based integration
• Cross Build Analytics including Traceability report
59PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Cross Build Analytics including Traceability Report
Dashboard for Projects integrated with
• Requirements Management
• Change Request Management
• Test Suite
providing aggregated information with possibility
to filter, drill down and navigate to detailed
traceability report
60PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Description
Provide information about assigned Test
Plans in Project Management.
Details
• New tab in Project for Test
Management
• Aggregated Test Status
• Open Defects
Benefits
• Improved transparency for Project
Manager on assigned Test Plans
Project Management innovations coming with SP09
Improved integration into Test Management
61PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Further details on Project Management as part of SAP Solution Manager
https://wiki.scn.sap.com/wiki/display/SM/SAP+Solution+Manager+WIKI+-+Project+Management
Contact information:
Reiner Markheiser
SAP SE
Thank you.
© 2020 SAP SE or an SAP affiliate company. All rights reserved.
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In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or
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