Avoiding Bottlenecks In

Portfolio Management 5.0 Implementations

Praveen Kumar P
 LEARNING POINTS

 Learn the key aspects of financial Integration, optimized usage

and currency handling. Get an overview of cost settlement
behavior as of 5.0 release.

 Get advise on avoiding potential bottlenecks that can arise

during usage .Follow best practices during blue print and
implementation phase.

 Learn about recent improvements delivered in SP09 and SP10 of

5.0 release.
 AGENDA

Agenda
 Financial Integration Overview
 Integration Details & Optimizations
 Handling multiple currencies
 Settlements scenarios

 Performance Improvement and Optimization

 Dashboards, DFM Synchronization, Resource Management.
 SAP service offerings

 Glimpse of new features in SP09 and SP10

 Key Leanings
 AGENDA

Agenda
 Financial Integration Overview
 Integration Details & Optimizations
 Handling multiple currencies
 Settlements scenarios

 Performance Improvement and Optimization

 Dashboards, DFM Synchronization, Resource Management.
 SAP service offerings

 Glimpse of new features in SP09 and SP10

 Key Leanings
 FINANCIAL INTEGRATION OVERVIEW

ERP AND PPM IMPLEMENTED ON TWO DIFFERENT SYSTEMS PRE-REQUISITES OF

ERP SYSTEM
SCENARIO
SAP ERP 6.0 SP 17

1 ERP PPM 5.0  EhP2SP07

 EhP3SP06
EhP4 SP06
EhP5 & above
ERP AND PPM IMPLEMENTED ON SAME SYSTEM
PRE-REQUISITES OF
SCENARIO ERP SYSTEM

PPM 5.0
2 EhP5 and above
ERP

http://service.sap.com/sizing > Sizing Guidelines >Business Applications > SAP PLM > Sizing SAP Portfolio and Project Managem ent 5.0
 FINANCIAL INTEGRATION DETAILS

ERP System PPM System

ACCOUNTING
LINKAGE

PS Project
WBS Element ITEM PROJECT
Network Activities
Internal Order OPERATIONAL
OBJECT LINK PROJECT

COSTS

REPORT
RPM_FICO_DATA_TRANSFER
REPORT
/RPM/FICO_INT_PLANNING
RPM_FICO_DATA_TRANSFER – ERP System
/RPM/FICO_INT_PLANNING – PPM System
 FINANCIAL INTEGRATION DETAILS(CONTD)

Financial Integration and Planning Involves three business steps, namely

PORTFOLIO

BUCKET

BUCKET

Financial Data RPM_FIDATA ITEM

(of ERP system) *Intermediate table in PPM System

Integration Planning Rollup

 OPTIMIZATIONS

Executing the steps in combinations or independently

Integration Planning Rollup

Combine the execution integration and planning. Exclude ‘Roll up’ from
‘Integration and Planning’.
 Parallelize :Execute Integration and planning for
smaller chunk of items, maximum of 50. ‘Roll up’ always executes for
 See Customization > Global Settings entire portfolio.
‘0010 Portfolio Item FI/CO Planning and Integration’
‘0003’ Parallel Processing No. of Items in a data packet for item planning . Execute ‘Roll’ up preferably
 See Note 1840729 for scheduling reports for in the end after the
background processing. integration and planning.
 HANDLING CURRENCIES

ERP System PPM System

WBS Element ITEM

ITEM
CO PROJECT CURRENCY
CURRENCY CURRENCY

EUR USD USD

Financial
Costs Financial Transfer Planning Data

USD EUR
The financial planning data is always stored in item currency.
Additionally when the CO currency and Item currency are different the planning data in
secondary (CO) currency is also stored in shadow table.
While switching item to CO currency data in the shadow table is used instead of currency
conversion
 HANDLING CURRENCIES (CONTD)

Currency conversion in the financial Planning User Interface

Pre-requisite Notes (Available in SP10)

1696223 : Incorrect entries are inserted in the /RPM/FIN_PLA_INT table
1825533 : Smart Currency Conversion not working for all breakdown type
 SETTLEMENTS

PS Project A PS Project B

Portfolio Item WBS1

WBS1

WBS2
WBS2

WBS3

Settlement Cross Project

within the or object
same Project settlement
ORDER
 SETTLEMENTS CONTINUED

Settlement behavior for same and other projects are maintained in ERP system

IMPORTANT CONSULTING AND CORRECTION NOTES

1725412 Financial Integration : Settlement scenario for Order

1637167 Settlement cost from maintenance order not considered.
1611270 Settlement done to external objects not excluded
1467403 Customizing setting is not considered correctly
 AGENDA

Agenda
 Financial Integration Overview
 Integration Details & Optimizations
 Handling multiple currencies
 Settlements scenarios

 Performance Improvement and Optimization

 Dashboards, DFM Synchronization, Resource Management.
 SAP service offerings

 Glimpse of new features in SP09 and SP10

 Key Leanings
 GENERAL IMPROVEMENT AREAS – FEW TIPS

 Keep a tab on the number of Portfolio items in the portfolio (say 5000). This
will have direct impact on various scenarios especially dashboards.

 Use DFM judiciously – as every save can trigger synchronization. Check if

DFM synchronization be carried out in asynchronous mode.(IMG > SAP Portfolio
Management and Project Management > Common Functions > Decision Flow Management Settings
> Define Execution Mode for Synchronization of Objects)

 Restrict the reviews to fewer items (say 100) as what-if creation depends on
the number of items in review.

 Switch on buffering in resource management for better performance in Fast

Entry Screen.(IMG > SAP Portfolio Management and Project Management > Project Management > Resource
Management > Set Summary Line and Buffering of Fast Entry Screen)

 Refer to the note 1436778 to understand the known limitations.

 SAP SERVICE OFFERINGS

Some of the SAP services offerings delivered to PPM customers during Implementation
Life-Cycle .
During
Pre-Implementation Implementation Post Implementation

SAP Solution Management SAP Going Live Support SAP Business Process and
Assessment Performance Optimization
SAP Modification Justification
SAP Technical Feasibility Check Check

SAP Technical Integration Check SAP Custom Code Maintainability

Check

*Offerings available for max attention customers rest refer to the note 83020
 AGENDA

Agenda
 Financial Integration Overview
 Integration Details & Optimizations
 Handling multiple currencies and Important corrections
 Settlements and important corrections

 General Improvement Areas

 Few tips
 SAP service offerings

 Glimpse of new features in SP09 and SP10

 Key Leanings
 IMPROVEMENTS IN SP09 AND SP10

New Functionalities

 1753204 : PPM-improved BCV report integration into item dashboard

 1759382: Provide useful ID for initiative and item versions

 1759188: PPM-Improved Financial & Capacity Management UI

 1743688: PPM- Track Financial Planning changes

 1742156 : PPM-PFM-007: Standardization of Field Control options through out the application

 1781427: PPM-PFM-049: Accumulation of the number of elements in the dashboard

 1780409: Moving items from one bucket to another

Performance Improvement

 1779218 : Dashboard Performance Improvement: Metrics Calculation

 1832767 : Metric Performance Improvements (remove null values)

 KEY LEARNINGS

 Capabilities of the Financial Integration and Planning

reports along with best practices to avoid bottleneck.
a. Pre-requisites
b. Currency Handling
c. Settlements

 General improvement areas such as dashboards, DFM,

& Resource Management.

 Leveraging the SAP service offerings.

 THANK YOU FOR PARTICIPATING
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mobile application.
SESSION CODE: 2810

Praveen Kumar P
Associate Manager – PLM/PPM
Installed Base Maintenance and Support
SAP Labs India Pvt. Ltd
Bangalore -560066.
E : praveen.kumar.p@sap.com

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