Project Portfolio Management with SAP RPM and cProjects

Stefan Glatzmaier is Principal Consultant at SAP Deutschland AG & Co. KG in Freiberg, Germany. Since 1996, he has worked for the SAP Group including several years in the U.S. market. In 2005, his concept of an integrated PPM process, which was developed in a team effort, was awarded as the best consulting solution. Presently, his work focuses on the development and implementation of cross-system process solutions for Project Portfolio Management for customers from various industries. Michael Sokollek has been working at the SAP Group since 1996. He worked as a product developer; in 2001, he then assumed a position in application consulting to support international customers from various segments such as FMCG, energy supply, and financial service as a project manager. In his current role as Principal Consultant at SAP Deutschland AG & Co. KG in Hamburg, Germany, his work focuses primarily on the definition and implementation of Project Portfolio Management solutions.

1 ... Overview of Project Portfolio Management with SAP ... 15 ... 1.1 ... Requirements Scenario for Project Portfolio Management ... 15 ... 1.2 ... SAP Resource and Portfolio Management (SAP RPM) ... 22 ... 1.3 ... Collaboration Projects (cProjects) ... 40 ... 1.4 ... SAP Project System (SAP PS) ... 53 ... 1.5 ... Summary ... 57 2 ... Portfolio Management with SAP RPM ... 59 ... 2.1 ... Basic Configuration and Master Data Maintenance ... 59 ... 2.2 ... Detailed Settings for the Portfolio Item ... 71 ... 2.3 ... Additional Master Data Objects in Portfolio Management ... 74 ... 2.4 ... General Functions of All Portfolio Objects ... 78 ... 2.5 ... Field Control and User Interface Customizing ... 84 ... 2.6 ... Functions Depending on the Field Values ... 89 ... 2.7 ... Financial and Capacity Planning ... 99 ... 2.8 ... Metrics Management ... 106 ... 2.9 ... Key Figure Definition ... 113 ... 2.10 ... Summary ... 119 3 ... Project and Resource Management with cProjects ... 121 ... 3.1 ... Basic Settings ... 121 ... 3.2 ... Project Types for Project Structuring ... 126 ... 3.3 ... Additional Options for Project Structuring ... 136 ... 3.4 ... Document Management with cProjects ... 141 ... 3.5 ... Project Roles for Resource Management ... 150 ... 3.6 ... Business Partners and Organizational Management ... 158 ... 3.7 ... Evaluations ... 162 ... 3.8 ... Customizing the User Interface ... 169 ... 3.9 ... Summary ... 174 4 ... Integration Aspects of Project Portfolio Management ... 175 ... 4.1 ... Overview of the Standard Interfaces ... 175 ... 4.2 ... Portal Integration ... 178 ... 4.3 ... Object Links ... 186 ... 4.4 ... Decision Flow Management ... 193 ... 4.5 ... Integration with Microsoft Project ... 203 ... 4.6 ... Integrated Portfolio Planning with SAP ERP and cProjects ... 210 ... 4.7 ... Accounting Integration with SAP ERP ... 218 ... 4.8 ... Time Recording in SAP ERP ... 226 ... 4.9 ... Financial Data Transfer from SAP ERP ... 236 ... 4.10 ... Reporting ... 246 ... 4.11 ... Authorizations ... 253 ... 4.12 ... Development Environment ... 263 ... 4.13 ... Summary ... 266 5 ... Sample Enhancements for Customer-Specific Requirements ... 267 ... 5.1 ... Overview of Enhancement Options ... 267 ... 5.2 ... Numbering Objects ... 271 ... 5.3 ... Defining Custom Fields ... 273 ... 5.4 ... Adjusting the User Interface ... 277 ... 5.5 ... Enhancing User Interface Semantics ... 281 ... 5.6 ... Automating the Object Creation in SAP ERP ... 284 ... 5.7 ... Adapting Financial and Capacity Planning ... 287 ... 5.8 ... Transferring RPM Financial Planning to PS Detail Planning ... 291 ... 5.9 ... Configuring the Project Structure ... 293 ... 5.10 ... Assigning and Importing Document Fields ... 295 ... 5.11 ... Sending Notifications ... 298 ... 5.12 ... Calculating Threshold Values and Key Success Factors ... 300 ... 5.13 ... Using Project Staffing for Time Recording ... 303 ... 5.14 ... Creating Cross-System Versions ... 307 ... 5.15 ... Implementing the Subsystem ... 314 ... 5.16 ... Summary ... 315 6 ... Definition of the Solution Architecture ... 317 ... 6.1 ... Elements of a Solution Architecture ... 317 ... 6.2 ... Goals and Requirements ... 319 ... 6.3 ... Scenarios, Processes, and Responsibilities ... 321 ... 6.4 ... Technical Conditions ... 323 ... 6.5 ... Effort Estimate ... 325 ... 6.6 ... Summary ... 327 A ... SAP Notes ... 331 B ... Technical Object IDs ... 333 ... B.1 ... Object Types in SAP RPM ... 333 ... B.2 ... Object Types in cProjects ... 335 C ... The Authors ... 339