Portfolio and Project Management 5.0 Overview. Andrea Langlotz LoB Solutions Idea to Delivery August 2010

Transcription

1 Portfolio and Project Management 5.0 Overview Andrea Langlotz LoB Solutions Idea to Delivery August 2010

2 Agenda 1. Overview 2. Portfolio Management 3. Outlook SAP 2009 / Page 2

3 What is Portfolio and Project Management about? Portfolio Management Strategy & Alignment Visibility Idea Generation Innovation Ability to make Decision 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 Project Management Scope & Timeline Resource Management Project Execution Communication Project Costs Managing scope, timeline and budget of projects in an integrated way Define the resource demand and search for suitable resources (e.g. based on qualification) Track and monitor the execution of your projects Collaborate with project team members Plan your detailed project costs SAP 2008 / Page 3

4 SAP enabling Enterprise Portfolio Management Enterprise Portfolio Management Portfolio Management Portfolio Analytics Managing and monitoring the portfolio & programs Portfolio Level SAP Project Mgmt Initiate Project Management PS Integrate Others Aggregate Project management and execution Project- Level Logistics PP MM Resources HR Time Financial data Project System FI/CO Core enterprise processes & activities Operations - Level SAP AG 2009, M. Rosemann: What s new with SAP Portfolio and Project Management, Page 4

5 SAP Project Portfolio Management building blocks from SAP Portfolio Management Objective: Optimal portfolio decisions and project execution, align project portfolio to support growth and strategy Best practice solution: Assess investment opportunities regarding risk and priorities and govern the execution of the projects SAP RPM SAP Portfolio and Project Management 5.0* Complementary Applications include : SAP SAP Strategy Management, SAP BPC, SAP Investment Management Project Management Objective: Efficient delivery of high quality projects in time, budget and scope Best practice solution: Execute in a consistent way that ensures that expectations for quality, timeliness and costs are met, or even exceeded SAP cprojects 4.5 SAP ERP Operations - Project System (PS) SAP Portfolio and Project Management 5.0* SAP Portfolio and Project Management 5.0 has embedded Project Management capabilities SAP ERP Operations - Project System (PS) Resource Management Objective: Effectively allocate resources to projects Best practice solution: Drive optimization of the talent supply chain through superior planning, execution and alignment of demand with supply SAP RPM 4.5 SAP Portfolio and Project Management 5.0 Complementary Applications inculde: SAP Human Capital Management, SAP MRS, SAP Workforce Scheduling by ClickSoftware SAP 2009 / Page 5

6 What is new with Portfolio and Project Management 5.0? Portfolio and Project Management Goal Target Scenarios Key Features Reduce TCO Increase usability Improve performance Innovation Management IT Portfolio Management Capital Project Portfolio Management Consolidation to one product with UI alignment Extending analytics Closing process gaps, e.g., Resource Management Facts Delivery as add-on, separate deployment options Release to customer 19 th April 2010 SAP 2009 / Page 6

7 Agenda 1. Overview 2. Portfolio Management 3. Outlook SAP 2009 / Page 7

8 SAP Portfolio and Project Management Portfolio Management Features Manage your Portfolio Manage your Resources Increase Visibility Execution Tracking Decision Support Flexible Portfolio Hierarchies Portfolio Items Versioning Change Documents Portfolio Dashboard Dependencies between Items Strategic Financial Resource Distribution Strategic Resource Demand Planning Project demand generation Staffing via Fast-entry screen Portfolio Dashboards Portfolio Analytics Financial Reporting Cockpit Date and role synchronization Phase and Gate process Management Phase and Decision Point Dashboard Checklist Item Fact Sheet for Portfolio Item and Initiative Portfolio Reviews What-If Scenarios Questionnaires Scoring Models Extended resource search and Staffing

9 Enhancements in Portfolio Management User Interface Navigation Paradigm Screen Layout Enhanced Support for Capital Project Portfolios Tighter Integration between Portfolio and ERP Project System Financial Planning Enhancements Enhanced Support for Innovation Portfolios Additional Views on Portfolio(s) (Classification) Process Change Continous Improvements Authorization Initiative Enhancements Enhanced Descriptive Information (e.g. Thumbnails, Custom Longtext fields) Document Management Analytics Business Context Viewer for Embedded Reporting BW Content for Initiative SAP AG 2008 / Page 9

10 User Interface Consolidation Floorplan based UI -> Same look and feel in Portfolio and Project Management Alignment of technology stack to WebDynpro ABAP UI supports Portal and Netweaver Business Client ( for HTML and Desktop) SAP 2009 / Page 10

11 ERP Project System Integration Scenarios Scenario 1 Scenario 2 Scenario 3 SAP PPM Target Scenario for Integration Enhancements with 5.0 SAP PS SAP PPM Portfolio management, high-level financial/capacity planning High-level task planning, selected milestones, issue tracking SAP PS Detailed project planning and execution (incl. resources) SAP PPM Portfolio management, highlevel financial/capacity planning Project Mgmt capabilities not used SAP PS Detailed project planning and execution SAP PPM Portfolio management, high-level financial/capacity planning Detailed project planning and execution SAP PS Backbone for accounting processes SAP 2009 / Page 11

12 Integration between Portfolio and ERP Project System Portfolio and Project Management includes an enhanced Project System integration, which allows you: to create a PS project manually or automatically coming from a portfolio item to link an existing PS project to a portfolio item You can synchronize data (attributes, status) between Portfolio and Project Management on the one hand and Project System on the other hand bidirectional, that means: during the initial creation of a PS project when making changes to either the portfolio item or the PS project More precisely speaking data synchronization allows you to synchronize: portfolio item and PS project definition portfolio item decision point and WBS element SAP 2009 / Page 12

13 Integration between Portfolio and ERP Project System Direct creation of PS projects from the portfolio item and automatic creation of FI/CO object link Attribute and Status Synchronization between PS projects <-> Portfolio Items WBS elements <-> Decision Points Review status of PS projects directly in the Portfolio Item Dashboards Navigate directly to linked PS project or WBS Element SAP 2009 / Page 13

14 Planning Hierarchy Switch Hierarchy Filter Hierarchy user specific Hierarchy of View Category Groups -> all relevant data in one view

15 Integration Enhancements Enhanced Mapping Capabilites Map Portfolio Views to Cost Element Groups, Cost Centers, Activity Types Improved Currency Handling during Upload Period Based Currency Conversion Support of SAP PM/CS orders for financial integration (planned availability with EhP5) Simplification of Integration Reports for Financial and Capacity Planning

16 Classification Concept (1/2) Product Development Markets Standard Portfolio Structure Body Care General Cleaning Floor Cleaners Carpet Shampoo New Carpet Shampoo Project Runs in development area Americas Rollout to Markets Canada and Germany US Canada Mexico Europe France Germany Switzerlan d Classification Hierarchy: Brands/Regional Organization A Classification Hierarchy is a alternative view on the items and initiatives in your portfolio Consists of a root node, the Classification Hierarchy, and Classification Buckets below Exists either in the context of a portfolio or is cross-portfolio SAP 2009 / Page 16

17 Classification Concept (2/2) Product Development Markets Standard Portfolio Structure Body Care General Cleaning Floor Cleaners Carpet Shampoo New Carpet Shampoo Project Development Costs: Projected Revenue: % 30% Americas US Canada Mexico Europe France Germany Switzerlan d Classification Hierarchy: Brands/Regional Organization A Item or Initiative is created in the standard portfolio in a leaf bucket assigned to one or more classification hierarchies to buckets on leaf level Percentage values can be used to define how much of the Financial and Capacity Planning of the Item or Initiative is assigned to a Classification Bucket SAP 2009 / Page 17

18 Mission Statement Business Context Viewer (BCV) BCV as standard framework to show context-related information for Business Suite applications using a side panel Generic side panel area Support for several analytical functions Dashboard functionality Configuration center for Business Content Business Content will be delivered by application 3-step concept: Analyze, Simulate, Execute Consumers of the BCV framework are: Business Suite applications, PPM Key Message: Force the usage of the side panel for all Business Suite applications. Enable the applications to get context-related data embedded in the application, analyze the data, simulate the analytical result and support the execution of the context-related business decisions.

19 Analytics Business Context Viewer BCV offers you a way to get all related information to your business application quickly and easily! Classic Analytics Embedded Analytics with BCV BW/BI? Z-Report? Which Transaction? ONE starting point for all related information around your business object!

20 Analytics User Interface of the Business Context Viewer Main application Screen BCV Side Panel BCV Side Panel Provides context related analytics and supplementary information Context is defined by the main application Quick Views for charts and tables Hierarchical Query View list Dashboard list Favorites Supports several data providers Quick Views can be enlarged

21 Analytics Reporting Cockpit ECV Chart Schedule Chart SAP 2009 / Page 21

22 Analytics Business Objects Dashboards Actual vs. Planned SAP 2009 / Page 22

23 Agenda 1. Overview 2. Portfolio Management 3. Outlook SAP 2009 / Page 23

24 Portfolio and Project Management 5.0 Ramp-Up Status Update SAP Portfolio and Project Management 5.0 Ramp-Up started on April 19 th, 2010 Planned end of Ramp-up is 6 month after Ramp-up start 4 customers are already live more Go Lives until end of ramp-up planned 20 customers currently accepted for ramp-up Europe (Germany, Switzerland, UK, Netherlands, Denmark, Russia etc.) Americas (US, Brazil) APJ ( China ) SAP 2009 / Page 24

25 Grid SAP 2008 / Page 25

26 Definition and halftone values of colors SAP Blue SAP Gold SAP Light Gray SAP Gray SAP Dark Gray RGB 4/53/123 RGB 240/171/0 RGB 204/204/204 RGB 153/153/153 RGB 102/102/102 Primary color palette 100% Dove Petrol Warm Green Warm Red Violet/Mauve RGB 68/105/125 RGB 21/101/112 RGB 85/118/48 RGB 119/74/57 RGB 100/68/89 Secondary color palette 100% RGB 96/127/143 RGB 98/146/147 RGB 110/138/79 RGB 140/101/87 RGB 123/96/114 85% RGB 125/150/164 RGB 127/166/167 RGB 136/160/111 RGB 161/129/118 RGB 147/125/139 70% RGB 152/173/183 RGB 154/185/185 RGB 162/180/141 RGB 181/156/147 RGB 170/152/164 55% RGB 180/195/203 RGB 181/204/204 RGB 187/200/172 RGB 201/183/176 RGB 193/180/189 40% Cool Green Ocher Cool Red Warning Red RGB 73/108/96 RGB 129/110/44 RGB 132/76/84 Tertiary color palette 100% RGB 158/48/57 RGB 101/129/120 RGB 148/132/75 RGB 150/103/110 85% RGB 129/152/144 RGB 167/154/108 RGB 169/130/136 70% RGB 156/174/168 RGB 186/176/139 RGB 188/157/162 55% RGB 183/196/191 RGB 205/197/171 RGB 206/183/187 40% SAP / Page 26