Project Management in SAP Solution Manager 7.2 (SP11)

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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

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presentation and SAP's strategy and possible future developments are subject to change and may

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responsibility for errors or omissions in this document, except if such damages were caused by

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Disclaimer


Project Management Overview

Project Setup and Planning

Project Execution and Analytics

Agenda



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


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


Covered project and integration aspects per standard Project Type

IT Area PMO Area

Cost Controlling


Management

Test

Management

Process

ManagementIssue Management

Optional via

integration to ERP

Engagement Project

Scope

Collaboration &

Documentation

Task Management

Timeline

Resource

Management

Risk

Management



IT Area PMO Area

Cost Controlling


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



IT Area PMO Area

Cost Controlling


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



IT Area PMO Area

Resource

Management

Cost Controlling


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


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


Integration

Process Management,

Issue Management

Process Management,

Issue Management,

Requirements Management,

Change Request Management

Process Management,

Issue Management,

Requirements 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


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


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


Task

Project ManagementTask-based integration into standard Solution Manager capabilities


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


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


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

Demo

https://wpb101101.hana.ondemand.com/wpb/wa/wa/~tag/published/index.html?show=project!PR_8C38954105B882B3:guided


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


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





Agenda




Project Charter


Manager




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


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


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


SAP Activate - Methodology


Roadmap Viewer

https://go.support.sap.com/roadmapviewer/

https://go.support.sap.com/roadmapviewer/

Demo

https://wpb101101.hana.ondemand.com/wpb/wa/wa/~tag/published/index.html?show=project!PR_6F0E78FCB3B79BB0:guided


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


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


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


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.


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.


Project Views

Project structure with n levels

including phases, tasks and sub

tasks.

Different views of project structure

▪ Detail

▪ Graphical

▪ Table


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.


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

https://wpb101101.hana.ondemand.com/wpb/wa/wa/~tag/published/index.html?show=project!PR_42083E9E04FEFA89:guided

https://wpb101101.hana.ondemand.com/wpb/wa/wa/~tag/published/index.html?show=project!PR_908FF8256A8B37A7:guided


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


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

Demo

https://wpb101101.hana.ondemand.com/wpb/wa/wa/~tag/published/index.html?show=project!PR_DAA314EF2E9F07A9:guided


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.


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.





Agenda





Project Charter


Manager




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


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


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


Issues Tab in Project

Issue Management allows to address, assign and track project related issues


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


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

https://wpb101101.hana.ondemand.com/wpb/wa/wa/~tag/published/index.html?show=project!PR_7D28617CD34F9195:guided


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


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

https://wiki.scn.sap.com/wiki/display/SM/SAP+Solution+Manager+WIKI+-+Project+Management

Contact information:

Reiner Markheiser

SAP SE

Thank you.

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statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional

warranty.

In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or

any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation,

and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and

functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason

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