1... Overview of Project Portfolio Management with SAP Requirements Scenario for Project Portfolio Management

Transcription

1 1... Overview of Project Portfolio Management with SAP Requirements Scenario for Project Portfolio Management Project Initialization Project Planning Resource Management Project Implementation 4 and Time Confirmation Portfolio Monitoring Project Monitoring Evaluations and Analyses Administration SAP Resource and Portfolio Management (SAP RPM) Development History Target Group Technical Requirements Basic Concepts Dashboard Overview of RPM Master Data Objects Portfolio Item Decision Points Portfolios and Portfolio Buckets Initiative, Collection, and Review Questionnaires, Scoring Models, and Metrics Financial and Capacity Planning Authorizations Document Storage Versioning Resource Management and Capacity Planning in cprojects Staffing Dashboards Prerequisites for Using the Staffing Dashboard Reporting in SAP RPM and SAP NetWeaver Business Intelligence (BI Administration, Substitute, and User Settings Collaboration Projects (cprojects Development History Target Group Technical Requirements Basic Concepts Structuring Options for a Project in cprojects Project Definition and Phases Tasks, Milestones, and Checklists Project Roles Threshold Values and Status Maintenance Document Management with cprojects Object Links Authorization Assignment Integration with Accounting Status Reports Versioning Project Templates, Checklist Templates, and Document Templates Evaluations Change Documents and Notes SAP Project System (SAP PS... 53

2 ... Introduction Technical Requirements Cost Planning Budgeting Actual Costs and Commitments Time Confirmation Reporting Special Functions of Project Controlling Summary Portfolio Management with SAP RPM Basic Configuration and Master Data Maintenance Customizing Synchronization and IMG Structure Maintaining Global Settings Creating a Portfolio Portfolio Bucket Structure Defining an Object Status Status Numbering Defining Portfolio Item Types Linking the Item Type/Template with the Project Type/Template Detailed Settings for the Portfolio Item Defining Dependent Field Attributes Setting Intervals for Portfolio Item Alerts Defining the Dependency Status Additional Master Data Objects in Portfolio Management Initiatives Defining Initiative Types Reviews What-If Scenarios General Functions of All Portfolio Objects Assigning Substitutes Defining the Object Search Linking Field Services with Object Types Activating Change Documents Creating and Assigning Print Forms Field Control and User Interface Customizing General Field Properties Defining Global Field Settings Implementing Portfolio-Dependent Field Settings Customizing the User Interface Assigning Fields to Tabs Defining Object Headers Defining Fields for Dashboards Functions Depending on the Field Values Defining Questionnaires Questionnaire Templates Defining Questions and Question Groups Specifying Answering Options Value of Scoring Models Sample Calculation for Scoring Models and Questionnaires Defining Scoring Models Attributes, Value Ranges, and Scoring Scales... 96

3 ... Defining Object Field Icons Defining Search Helps for Custom Fields Financial and Capacity Planning Defining Financial and Capacity Categories Defining Financial and Capacity Groups Defining Financial and Capacity Views Possible Planning Processes Rolling Up Plan Figures and Transferring Capacity Requirements Defining Financial and Capacity Views for Frontend Configuration Portfolio Type-Dependent Financial and Capacity Planning Metrics Management General Information on Metrics Checking Supported Object Types Limiting Currency Keys and Quantity Units Specific Structure of Metrics Defining Metrics Groups Defining Metrics and Metrics Value Types Assigning Metrics Value Types to Metrics Groups Calculated Metric, Data Origin, and Usage Key Figure Definition Defining Key Figures Attributes of Key Figures and Data Origin Display and Value Range Time Periods and Other Settings Key Figure Reports Summary Project and Resource Management with cprojects Basic Settings Defining the Absolute Initial URL Making General User Interface Settings Defining Initial Views for cprojects Determining Text Languages, Time Units, and Change Documents Creating Status Profiles for User Status Defining Regions and Locations Assigning Print Templates Project Types for Project Structuring Defining Project Types General Project Type Settings Project Structuring Task Hierarchy Project Type Functions Dependent Document Functions Scheduling and Confirmation Integration with Accounting Threshold Violations and Dashboard Project Roles and Resource Search for the Project Type Additional Options for Project Structuring Defining Phase Types Determining Checklist and Task Types Object Types for Object Links Creating Priority, Project Reason, and Process

4 ... Defining Permitted Version Numbers Document Management with cprojects Creating Status Profile for User Status Determining Object Links for Documents in SAP DMS WebDAV Interface in General Defining Document IDs of the WebDAV Initial Objects Configuring Additional Settings For WebDAV Determining External Alias for WebDAV SAP NetWeaver Portal Drive Collaboration with cfolders Determining the RFC Connection for Collaboration Project Roles for Resource Management Defining Project Role Types Assigning Default Authorizations Types of Staffing Status of the Extended Staffing Process Defining Project Role Functions Determining the Capacity Distribution to Project Roles Defining Staffing Actions and Adapting Communication Forms Business Partners and Organizational Management Maintaining Business Partners Defining Detailed Information for the Business Partner Organizational Management Granting Structural Authorizations Qualification Management Evaluations Determining Evaluation Attributes Object Type in Evaluations Defining Extract Layouts Assigning Extract Layouts to Project Types Determining Evaluation Layouts and Evaluations Defining Severities Calculating Threshold Values Customizing the User Interface Setting Up the Field Control Influencing the Field Control Displaying Customer-Specific Tabs Defining Field Groups Additional Customizing Options Summary Integration Aspects of Project Portfolio Management Overview of the Standard Interfaces Overview of the Standard Interfaces Topics Not Included in This Chapter Portal Integration Portal Roles in the Standard Version Structure Elements of the Portal Content Creating Your Own Portal Content Customizing the Dynamic Navigation Defining Link IDs and Link Groups Personalizing Web Dynpro Interfaces

5 ... Defining Logon Language and Number Formats Object Links Creating RFC Connections Defining Logical Systems Defining RPM Object Link Types Preparing cprojects Object Link Types for the Usage in RPM Defining RPM Object Link Type Groupings Defining cprojects Object Link Types Configuring Details of cprojects Object Link Types Defining Services for cprojects Object Link Types Decision Flow Management Integration Architecture Synchronization Types Defining DFM Object Link Types Preparing the Synchronization Defining the Attribute Synchronization Defining the Authorization Synchronization Defining the Status Synchronization Integration with Microsoft Project Data Synchronization Options Downloading Projects to MS Project Uploading Projects from MS Project Creating Project Elements During the Upload Maintaining Field Mappings for the Export and Import Integrated Portfolio Planning with SAP ERP and cprojects Preparing the Integrated Financial Planning Filling Financial Planned Values from the Cost/Revenue Planning in SAP ERP Deriving Financial Planned Values from Capacity Planned Values in SAP RPM Deriving Financial Planned Values from the Role Capacity Planning in cprojects Integrated Capacity Planning Filling Capacity Planned Values from the Activity Input Planning in SAP ERP Filling Capacity Planned Values from the Role Capacity Planning in cprojects Accounting Integration with SAP ERP General Information on Integration Defining and Activating Object Links for the Integration Defining and Replicating Cost/Revenue Rates Replicating Characteristics and Making Additional Settings in the ERP System Maintaining Controlling Scenarios in the ERP System Controlling Methods within the ERP System Making Additional Settings in the ERP System Time Recording in SAP ERP Prerequisites for the Confirmation via CATS Connecting cprojects to CATS Defining Worklists Account Assignment Determination Customizing Data Entry Profiles Defining the Field Selection CATS Variants for Time Recording Approving Project Time Efforts Transferring Project Time Efforts Limitations Financial Data Transfer from SAP ERP

6 ... Schematic Flow Parameters of the Interface Report Prerequisites of Integration Customizing the Extraction Logic Checking the Technical Settings of the ALE Distribution Model Implementing the Technical Settings for Financial Data Transfers Tools to Control the Transfer Reporting Extracting Data on the Basis of DataSources Maintaining Data Models in SAP NetWeaver BI Defining Queries and Reports Authorizations General Information on Authorization Concepts Defining Classic SAP User Roles Generating User Groups in the Portal Assigning Object Authorizations with Reference to Customizing Settings Maintaining Access Control Lists at the Operational Object Level Testing Authorizations Development Environment Technology and Maintenance Overview of Enhancement Technologies Enhancement Procedure Basic Conditions Summary Sample Enhancements for Customer-Specific Requirements Overview of Enhancement Options External Interfaces to SAP RPM External Interfaces to cprojects External Interfaces to SAP PS and SAP CO Numbering Objects Creating New Numbers Number Range Intervals Defining Custom Fields Creating Custom Fields Data Elements and Domains Field Control, Grouping, and Data Entry Helps Adjusting the User Interface Customizing the Field Properties Adjusting the User Interface Enhancing the Standard User Interface Enhancing User Interface Semantics Adapting Dashboard Content Enhancing the Dynamic Object Navigation Retrieving Object Identifiers Enhancing the Role Concept Automating the Object Creation in SAP ERP Defining the Leading System Creating and Updating Objects Adapting Financial and Capacity Planning Copying Plan Views Creating Custom Fields

7 ... Complementing the ERP Integration Transferring RPM Financial Planning to PS Detail Planning Planning Environment Transferring the Financial Planning Configuring the Project Structure Updating the Project Structure at Runtime Setting the User Status Assigning and Importing Document Fields Filling the Document Header Extracting Document Content Sending Notifications Planning Environment Managing Text Templates Sending Messages Calculating Threshold Values and Key Success Factors Calculating Key Success Factors Visualizing and Synchronizing Key Success Factors Additional Options Using Project Staffing for Time Recording Filling Worklists Determining the Receiver Account Assignment Approving Project Time Efforts Creating Cross-System Versions Defining the Version Type and Customizing Checking the Flow Logic Creating Cross-System Baseline Versions Cross-System Ad-Hoc Versions Implementing the Subsystem Summary Definition of the Solution Architecture Elements of a Solution Architecture Developing a Solution Architecture Effort Estimate Based on the Solution Architecture Goals and Requirements Target and Requirements Catalog Prototyping Scenarios, Processes, and Responsibilities Definitions of Terms Process Modeling Responsibility Matrix Technical Conditions Infrastructure Quantity Structure Effort Estimate Procedure Model Result Summary A... SAP Notes B... Technical Object IDs B.1... Object Types in SAP RPM

8 B.2... Object Types in cprojects C... The Authors