SAP Portfolio and Project Management 6.1 Overview of New Features

SAP Portfolio and Project Management 6.1 Overview of New Features Johan Malmström, SAP EMEA October, 2014 Customer

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Enterprise Portfolio and Project Management Solution Planned Until 2007 SAP cproject Suite SAP xrpm WebDynpro UI Integration Scenarios Multilevel Controlling Reviews & Scoring Fin.& Cap. Plan Initiative 2009 SAP Portfolio and Project PM 5.0 Enhanced ERP Integration Alternative Hierarchies Flexible Process Change Mile Stone Trend Analysis Gantt Chart 2013 SAP Portfolio and Project Management 6.0 HANA in Memory Technology New Financial KPIs New Integration Scenario for EERM Fiori Apps 2014 SAP Portfolio and Project Management 6.1 Usability Improvements Functional Enhancements Innovation Management Integration SAP PPM Align Merge New Technology Usability SAP ERP SAP NetWeaver 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 5

SAP Portfolio and Projects Management Solution Components SAP Fiori SAP Portfolio and Project Management 6.1 SAP Innovation Management 1.0 Commercial Project Management Financial Planning Workspace Issue and Change Management SAP Commercial Sales & Logistics SD/CRM PP/SCM MM/SRM Portfolio Management Initiate Project Management Project Planning and Execution Monitoring Progress Tracking Project Management 1.0 R&D PLM EHS Analytics Resources HR MRS Time (CATS) Aggregate Integrate Idea Management Campaigns Idea Collection Idea Assessment Expert Finder 3 rd party Proj. Mgmt Financial Data Project System FI/CO Others SAP ERP 6.0 Managing and monitoring the portfolio & programs Strategic Level SAP Enterprise Project Connection 2.0 Project Management and Execution Tactical Level Project Management and Execution Operational Level 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 6

Release Motto for SAP Portfolio and Project Management 6.1 Provide continues innovations for installed base customers by Closing urgent functional gaps addressed by user groups Improving user experience and usability with non-disruptive enhancements Further alignment of project management and portfolio management 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 7

New Features in Portfolio Management Focus Area and special aspects New Portfolio Item Dashboards Replace current ALV lists by new WebDynpro tables offering better visualization, scrolling, filtering, dynamic count of visible columns (Excel-like-behaviour) Multi-language Handling Language dependent texts in PFM Master Language for Portfolio Disable of Multi Language Handling Display of Archived Portfolio Data Search for archived portfolio objects Display archived data in know web user interface Specific authorization object for displaying archived data Usability Enhancements Search for buckets Expand/Collapse for bucket structure User Interface of Object Links in Portfolio Management User Interface for Object Links in Project Management is now also used in Portfolio Management 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 8

New Portfolio Item Dashboard Improved Usability with New NetWeaver Technology The item dashboard is newly based on the flexible table service ATS providing new features to improve the usability if the item dashboard, as e.g. Scrolling in the list does update the rows simultaneously Column width stays stable on scrolling Other features are still available, e.g. Personal and flexible filter options Maintain filter options directly at column header Multiple personalized views with column, sorting, grouping and filter options 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 9

Multiple Languages in Portfolio Management Specify allowed text languages Define master language for portfolio Use multiple languages in all portfolio objects Using multiple languages is now possible in portfolio management After upgrade using multiple languages is disabled and has to be activated explicitly Activation is supported by a migration report for setting master language and copy texts 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 10

Search and Display of Archived Portfolio Management Data Search is enhanced to find now archived portfolio objects Item, Initiative, Review, Collection, Bucket, Bucket in Classification Hierarchy, Portfolio User can access archived data in standard screen (read-only) 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 11

Search and Display of Archived Portfolio Management Data Authorization for Archived Objects in Portfolio Management The read access to archived Portfolio Management data is controlled by the new authorization object RPM_ARCH The authority check for RPM_ARCH is processed when the user selects an archived object on the search results to display the detailed object information The granted authorization covers all data of the specific object, e.g. the authorization for an archived portfolio item includes item details and also item financial and capacity data The access control lists (ACL) used by the authority check for active portfolio data is not considered for archived portfolio data Example: user role for specific items of specific portfolios 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 12

New Features in Project Management Project Structuring and Graphical Views Focus Area and special aspects Project Structuring and Maintenance Task hierarchies below project definition Checklists below tasks Improved create buttons for tasks, checklists, phases, milestones On creation (or selection) of project element, set focus to field description Allow the inclusion of operational project elements Improved copy and paste Full support of cut/copy/paste (incl. drag & drop) between phases and project definition Copy tasks: copy also role assignments Quick action buttons Delete constraints with button in detail view. Introduce button on task details resetting all constraints. Indent/Outdent in hierarchy. Introduce buttons to indent and outdent objects in hierarchy Automatically set POC to 100% on task completion Use operational authorizations in project versions Graphical Views Enable Graphic View Optimizations I to project header and checklist items Define a default start view in graphic view Enable Graphic View Optimization for Multi-Project Monitor Prevent automatic scrolling to start of task in GANTT Charts Better display of summary tasks bars by using distinct colour or pattern in GANTT. 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 13

Project Structuring of Checklists and Tasks Subtasks below Project & Checklists for Tasks Tasks assigned directly to the project definition can be detailed with multiple levels of subtasks Checklist can be assigned to tasks of the operational project structure. Checklist references can be assigned to tasks of the operational project and project template 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 14

Improvements for Creation of Project Elements Redesign of Create Buttons / Set Focus on Name Create in 6.0 and earlier: Create in 6.1: Button 1 for same level Button 2 for sub level For better user experience, the focus will be set automatically on the Name field on Creation, pasting or including a project element Selection or deletion (automatic selection) of a project element Button 3 with drop-down for all other possible options 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 15

Improvements for Copy & Paste Tasks and checklists can be moved or copied from their original position across the entire project structure to another task / checklist or phase or the project definition. Copying a task copies also resource data responsible role and responsible resource assigned roles, resources, work assignment start date, finish date 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 16

Include of Operational Project Elements The include functionality in operational projects is extended to tasks and checklists. Users can include (copy) project elements from project template or operational project User interface for include is redesigned to select easily one or multiple elements or sub-trees from source project structure 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 17

Quick Action Buttons for Project Structure Indent and outdent in project hierarchy Reset constraints for hierarchy or element Indent Outdent 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 18

Enhancements in Graphical Views (1) Automatic scroll to start of project element can be disabled Additional information can be displayed also for project header All additional information now also available in Multi-Project Monitor (aligned with singleproject GANTT) 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 19

Enhancements in Graphical Views (2) Summary tasks are displayed in different color A default view for the graphical view can be defined in user settings 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 20

New Features in Project Management Project Dashboards and Resource Planning Focus Area and special aspects Project Dashboards List of all projects I'm authorized Open multiple projects from project dashboard via button "open Display project in My Tasks list Staffing Screens and Search Additional columns (organizational unit, phone number, location) Type ahead search Deletion and multi-select Delete selected staffings Delete Role in staffing overview Grant authorization to user on staffing to improved consistency and transparency Management of Conflicts Between Task Scheduling and Resource Planning Display conflicts between task scheduling and resource planning Semi-automatic adjustments, e.g. update role demand/staffing dates 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 21

Improvements for Project Dashboards Dashboard for All Projects / Open Multiple Projects In a new dashboard the system displays a list of All Projects that a user is authorized to see Multiple projects can be opened in one step when multiple rows are selected in the project dashboard (Maximum: 15) 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 22

Improvements for Resource and Staffing Screens More Details of Resources / Type Ahead Search Additional columns with detail information added to screens for staffings, search and candidates Business partner ID, telephone, user ID, location, manager, organizational unit Resource search provides now also Type Ahead feature Displays also the additional information 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 23

Improvements for Resource and Staffing Screens Multi Select in Staffing / Delete Role in Staffing Overview Multi-Select is now enabled in staffing table allowing execution of 'Delete Staffing', 'Copy Staffing and 'Send E-Mail' for all selected rows Deleting one or multiple roles is now possible in Staffing Overview 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 24

Management of Conflicts Between Task Scheduling and Resource Planning Overview SAP Project Management provides a new feature to easily re-plan the dates and distribution on role-task-assignment, role and staffing Automatic conflict detection of dates and distributions on role-task-assignments, role, staffing. Suggested adjustments for automatic re-planning with a single click. Conflicts displayed in group with identification of the source object of conflict. Task change work & dates Check conflicts RTA Suggest valid work & dates Check conflicts Staffing Suggest valid work & dates Check conflicts Role Suggest valid work & dates 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 25

Management of Conflicts Between Task Scheduling and Resource Planning Visualize Conflicts Current date: the current date of the project element Suggested date: the calculated date to solve the conflicts New date: date to solve manually solve the conflicts Grouped objects to display conflicts, e.g. task, assignment, staffing, role, project header Source object of the conflict Distribution status, e.g. no distribution/has a distribution/ has a conflict in distribution 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 26

Management of Conflicts Between Task Scheduling and Resource Planning Resolve Conflicts by Adjust Dates Adjust Dates replaces the current dates with the suggested (or manual) dates Conflicts are solved and status changes to green Message area displays the result of adjustment 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 27

Management of Conflicts Between Task Scheduling and Resource Planning Resolve Conflicts by Adjust Dates and Distribution Adjust Dates and distribution adjusts both the dates and distribution. The distribution will be equally distributed according to the original demand in the new timeframe after adjustment of dates. 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 28

Management of Conflicts Between Task Scheduling and Resource Planning Example: Resolve Conflicts of Role and Staffing Dates With Task Assignment Dates Conflicts of role and staffing with dates of a corresponding task assignment are visualized and can be resolved. Adjust Dates takes over the new or suggested dates from the task assignment Adjust Dates and Distribution does also distribute equally the role demand and staffed work between adapted start and end dates 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 29

Other Enhancements Focus Area and special aspects Integration with new product SAP Innovation Management Link project or portfolio items with Ideas in SAP Innovation Management Further Enhancements Some performance improvements More flexibility for customer enhancements URL for project status reports BCV context keys for e.g. phases Multiple languages in XML export/import of project structure 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 30

Link to Ideas in SAP Innovation Management New object link allows connecting projects, portfolio items or initiatives to ideas in SAP Innovation Management Details ideas can be displayed in SAP Portfolio Management Users can navigate directly to the idea either in Innovation Office or in the Innovation Community 0000000002 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 31

Ramp-Up Project Timeline SAP Portfolio and Project Management 6.1 Planned RTC: CW 44 / 2014 Planned GA: CW 18 / 2015 2014 2015 J F M A M J J A S O N D J F M A M J J A S O N D Customer Validation with 2 customers RU Nomination Ramp-Up RTC Ramp-Up GA CW 44 / 2014 CW 18 / 2015 Required Ramp-Up Coach Engagement Technical upgrade only (Start release 5.0 or 6.0) Technical upgrade only (Start release lower than 5.0) Upgrade with functional enhancements New installations No Ramp-Up Coach necessary Ramp-Up Coach required Case-by-case decision Ramp-Up Coach required 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 33

Fiori for SAP PPM 6.0/6.1 (1) Create, Change And Approve Project Proposal Hand-in new project proposals (portfolio items) Casual Business Users Simplified user interface Basic information Approve / Reject Decision Point Consistent user interface across all devices JAM integration 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 35

Fiori for SAP PPM 6.0/6.1 (2) Project Task Confirmation Self Service for project team members Report back Time / Effort Percentage of Completion Confirm Task Consistent User Interface across all devices Improved accuracy of project monitoring Increases productivity of project team JAM Integration 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 36

SAP Portfolio and Project Management Roadmap 2013 2014 2015 Fiori 4 Fiori Apps (transact.) Q4 RTC Fiori Apps Smaller Enhancements Q2 GA Fiori Fiori Further transactional Apps Analytical Apps (also in combination with ERP PS/CO) Fact Sheets for Objects HANA Virtual Data Models (VDM) HANA Search Functional Enhancements Q1 GA Release 6.0 Release 6.1: Functional and Usability Enhancements Q4 RTC Release 6.1 Q2 GA Release 6.1 Customer Connection Cycle 3 for PPM 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 38

Customer Connection for SAP Portfolio and Project Management CC Cycle 3 Project Timeline SAP Customers Submit improvement requests, subscribe for IR prioritization Customers Provide feedback in development & support testing Provide feedback on productive use Kick-Off (CW43) Final Call Decision Selection Call Delivery Call Meeting Oct 20-23, 2014 Dec 4, 2014 12.2.2015 ~ August 2015 Speaker s Corner Sessions CW 45,46, 47 & 48 Collect Select Develop Use open project workspace 20.10.2014 Collection of Improvement Requests close project workspace 12.12.2014 29.1.2015 Selection of improvement requests for implementation Improvements development (delivery as notes/sp) Productive use in customers systems Follows, moderates and comments on improvement request Detailed analysis and decision on implementation Project Team Development and delivery of notes and support packages Continuous improvement of the Customer Connection process 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 39

Appendix

Benefits Seamlessly integrated into SAP PPM 6.0 SP 01 or higher Runs on HANA, as well as on any other DB Web-based application, that can be easily enhanced using HTML5 Key Capabilities Display a list of all portfolio items proposals (portfolio items in start status); display details of portfolio items Create, edit, or delete new portfolio item proposals Search for portfolio items in the portfolio items list Select the relevant portfolios and buckets from lists while creating a new proposal Add notes to portfolio items Display attachments assigned to portfolio items Send portfolio item proposals to review Enables program manager to: User Story - create proposals for new portfolio items - Once a proposal is completed, the program manager can send it to start the reviewing process Allows for the performance of the creation task anytime, anyplace, and on any device (desktop, tablet, mobile devices) Provides intuitive and user-friendly navigation System Requirements / App Prerequisites Supported Browsers: Apple Safari for ios 6.1.3, Android 4.1.2 and Android Chrome Browser for Android 4.2.2, Microsoft Internet Explorer 9.0 or higher The SAP SAP PPM 6.0 SP 01 or higher system available at customer site PFCG Role SAP_PPM_PFMITPR_CRE_APP must be assigned. Access Fiori Create Portfolio Item Proposals application (Launchpad should be configured!) In your backend system the customizing of SAP Portfolio and Project Management has to be maintained for the app Login with the SAP PPM user into Fiori application 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 42

Benefits Seamlessly integrated into SAP PPM 6.0 SP 01 or higher Runs on HANA, as well as on any other DB Web-based application, that can be easily enhanced using HTML5 Key Capabilities Display a list of all assigned portfolio items with decision points for approval; display data of portfolio items and decision points Approve or reject a single decision point or multiple decision points simultaneously. Add optional notes to explain the decisions. Group portfolio items by decision point or by priority Search for portfolio items in the portfolio items list Display notes or add new notes to portfolio items; get in contact with the creators of notes Display attachments assigned to portfolio items Enables program manager to: User Story - approve or reject a decision point at the end of a phase Allows for the performance of the approval task anytime, anyplace, and on any device (desktop, tablet, mobile devices) Provides intuitive and user-friendly navigation System Requirements / App Prerequisites Supported Browsers: Apple Safari for ios 6.1.3, Android 4.1.2 and Android Chrome Browser for Android 4.2.2, Microsoft Internet Explorer 9.0 or higher The SAP SAP PPM 6.0 SP 01 or higher system available at customer site PFCG Role SAP_PPM_PFMDCPT_APV_APP must be assigned. Access Fiori Approve Decison Points application (Launchpad should be configured!) In your backend system the customizing of SAP Portfolio and Project Management has to be maintained for the app Login with the SAP PPM user into Fiori application 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 43

Benefits Seamlessly integrated into SAP PPM 6.0 SP 01 or higher Runs on HANA, as well as on any other DB Web-based application, that can be easily enhanced using HTML5 Key Capabilities Display a list of all portfolio items which can be changed (not in the end status); display data of portfolio items Change data of portfolio items Group portfolio items by item status or by priority Search for portfolio items in the portfolio items list Display notes or add new notes to portfolio items; get in contact with the creators of notes Display attachments assigned to portfolio items Enables program manager to: User Story - change basic data, post notes, and view documents of portfolio items Allows for the performance of the change task anytime, anyplace, and on any device (desktop, tablet, mobile devices) Provides intuitive and user-friendly navigation System Requirements / App Prerequisites Supported Browsers: Apple Safari for ios 6.1.3, Android 4.1.2 and Android Chrome Browser for Android 4.2.2, Microsoft Internet Explorer 9.0 or higher The SAP SAP PPM 6.0 SP 01 or higher system available at customer site PFCG Role SAP_PPM_PFMITPR_CHG_APP must be assigned. Access Fiori Change Portfolio Item application (Launchpad should be configured!) In your backend system the customizing of SAP Portfolio and Project Management has to be maintained for the app Login with the SAP PPM user into Fiori application 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 44

Benefits Seamlessly integrated into SAP PPM 6.0 SP 01 or higher Runs on HANA, as well as on any other DB Web-based application, that can be easily enhanced using HTML5 Key Capabilities Display all project tasks that are assigned to your user including all project task delegated by other users Group or filter the entries in the list of project tasks displayed for your user Enter the progress of your work for a selected project task Search in your project task list Display notes or add new notes to project tasks; get in contact with the creators of notes Display attachments assigned to project tasks Enables project team members to: User Story - view a list of all project tasks they are assigned to - Confirm the progress of their work - Post notes to and view documents of project tasks Allows for the performance of viewing and confirming anytime, anyplace, and on any device (desktop, tablet, mobile devices) Provides intuitive and user-friendly navigation System Requirements / App Prerequisites Supported Browsers: Apple Safari for ios 6.1.3, Android 4.1.2 and Android Chrome Browser for Android 4.2.2, Microsoft Internet Explorer 9.0 or higher The SAP SAP PPM 6.0 SP 01 or higher system available at customer site PFCG Role SAP_PPM_PROTSK_CNF_APP must be assigned. Access Fiori Change Portfolio Item application (Launchpad should be configured!) In your backend system the customizing of SAP Portfolio and Project Management has to be maintained for the app Login with the SAP PPM user into Fiori application 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 45

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