Project Management

Project Management
in SAP Solution Manager 7.2 (SP9)

Customer Experience & Solutions, SAP SE
July 2019
PUBLIC
Disclaimer
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presentation or to develop or release any functionality mentioned in this presentation. This
presentation and SAP's strategy and possible future developments are subject to change and may
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merchantability, fitness for a particular purpose, or non-infringement. SAP assumes no
responsibility for errors or omissions in this document, except if such damages were caused by
SAP intentionally or grossly negligent.
© 2019 SAP SE or an SAP affiliate company. All rights reserved. 2

Agenda
Project Management Overview
Project Setup and Planning
Project Execution and Analytics

What is SAP Portfolio and Project Management about?
Portfolio Management*
Strategy & Alignment Innovation

▪ Complete visibility of all current and proposed projects
▪ Innovative culture, which supports the generation of project ideas
Idea Generation ▪ Make decisions on clear and valuable information like portfolio value,
balance, financial figures and strategic alignment
Visibility Ability to make Decision

▪ Know your current projects as well as your capabilities
Project Management**
Scope & Timeline Collaboration ▪ Managing scope, timeline and budget of projects in an integrated way
▪ Define the resource demand and search for suitable resources
Project Execution ▪ Track and monitor the execution of your projects
▪ Collaborate with project team members
Resource Project effort
▪ Plan your detailed project effort
Management
© 2019 SAP SE or an SAP affiliate company. All rights reserved. * additional licenses required for Portfolio Management **Can be used for IT Projects as part of Solution Manager usage rights 5
Project related aspects in the space between IT and PMO
Scope
IT Area PMO Area

Timeline
Collaboration &
Documentation
Resource
Task Management
Management
Process
Management Issue Management
Requirements & Change Test Risk Cost Controlling

Management Management Management Accounting
Optional via
integration to ERP
Covered project and integration aspects per standard Project Type
Engagement Project
Scope
IT Area PMO Area

Timeline
Collaboration &
Documentation
Resource
Task Management
Management
Process

Optional via
integration to ERP
Task-based Integration
Scope
IT Area PMO Area

Timeline
Collaboration &
Documentation
Resource
Task Management
Management
Process

Optional via
integration to ERP
Header-based Integration
Scope
IT Area PMO Area

Timeline
Collaboration &
Documentation
Resource
Task Management
Management
Process

Optional via
integration to ERP
Focused Build – R2D
Project Integration
Scope
IT Area PMO Area

Timeline
Collaboration &
Documentation
Resource
Task Management
Management
Process

Optional via
integration to ERP
When to use what ?
Engagement Task-based Header-based Focused

Project Integration Integration 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 
Project Management Use Cases in SAP Solution Manager 7.2
Project Types Use Case Integration
• Engagement Project Generic Project Management for Process Management,

Implementation and Transition Issue Management
Projects with WBS based on SAP
Activate Roadmaps
• IT Project - Task Based Implementation or Maintenance Process Management,

activities with mapping of Change Issue Management,
transactions to tasks for time Requirements Management,
recording Change Request Management
• IT Project - Header Based Implementation or Maintenance Process Management,

activities including Testing with Issue Management,
Traceability information Requirements Management,
Change Request Management
Test Suite
Project Management tiles 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 in SAP Solution Manager
From idea to a successfully managed project
Project Initiation Planning Execution Controlling Closure
 Project Charter  Projectstructure  Continuous project  Percentage of  Closureof tasks,

 Assignment of Project planning (dates, planning completion phases, project
Manager durations…)  Resource  Project Analytics  Documentation
 Creation of project plan  Resource planning assignment  Lessons learned
(e.g. from template)  Release of project  Time recording
plan  Completion tracking
 Documentation

Project Management
Task-based integration into standard Solution Manager capabilities
Change Cycle
Requirements Management Change Request Management Solution Project
Process and Application Phase

Landscape
1:n Task
Business 1:n
Requirements Task
Request
for Change Task
Task
IT Requirement
Change Documents Task
Change Document
(stand-alone)

Project Management
Header-based integration into further Solution Manager capabilities
Solution Change Cycle Project Test Plan
- Solution
Change Control Landscape Project Header Test Plan Header
- Branch
Solution / Branch / - Project
- Change Control Landscape
Landscape / Cycle - Solution / Branch
Scopes - Scope
Branches
Test Packages
Phases
Tasks 1..n
Processes and Libraries
Project / Landscape / Requirement and Change Request Management

Scope Branch / Cycle
1:n
Business
Requirement
IT Requirement Request for
Change Change
Change
Document Document
Cross Build Analytics dashboard

Best-of-Suite, Integrated process flow for SAP Solution Manager 7.2 (new in SP7)
Process Create Define Model Define

Management Solution Landscape Processes Scope
Release Create Assign Deploy

Management Cycle Landscape Release
Project Create Assign Assign

Track project progress
Management Project Cycle Scope
Assign
Requirements Create Plan
Project &
Management BR/ITR Changes
Scope
Set Status
Set to „to be
based on
tested“
test results
Create
Change Control Create Do the
Defect
Changes work
Correction
Test Create
Create test Create test Test execution
Management plan packages (manual/autom.) Incident
(Defect)

Demo
Project Management
Header-based integration into standard Solution Manager capabilities
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.

Focused Build – Architecture Overview and Integration Model
Release Management
Change Control Landscape Release Number and Cycle
Process Management Requirements / Work Packages / Work Items Project Management
Wave1
Process and Application

Landscape
Requirements Work Packages Sprint 1..n
Design Documents
Work Items Task 1..n
Branches
Milestone
Test Suite
Q-Gate
Test Cases Test Plan Test Package
Solution Readiness Dashboard

Agenda


 Documentation

Project Management tiles 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)

SAP Activate - Methodology

Roadmap Viewer
https://go.support.sap.com/roadmapviewer/
Demo
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

Create Work Breakdown Structure
Highlights Flexible project structure

▪ 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 Gantt Chart – One click view
▪ 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

Project Planning (Dates 4)
Example: Bottom-Up forward Scheduling and determination of the earliest and latest dates and the float.
P1 (5 Days)
A1 (1 Day)
A2 (4 Days)
A3 (2 Days)
A4 (3 Days)
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
Critical path
Finish-to-Start Start-to-Start Start-to-Finish Finish-to-Finish
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
▪ Table
▪ Graphical

Project Management
Gantt 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.

Project Management
Table planning and overview
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

Demo: Prepare IT Implementation Project
Demo: Scoping and Scheduling
Resource Management
Highlights Role-based resource management

– Role-based resource management for easy resource pre-
planning Define role
– Resource staffing and responsibilities on project structure
Assign resources to
level ensure tasks
▫ high transparency
▫ easy work distribution Assign task to role
– Resource staffing and responsibilities on task level
ensure integrated
Staff roles
▫ time feedback
▫ work progress confirmation
across all employee activities Search for
resources

Project Management entities
Project Definition
Work Breakdown Structure Resources
Project Header Business Partner

Phases Employee
[availability]
Tasks Roles
Sub tasks
[work / effort]
Checklists
Checklist Items
Staffing assignment
Responsibility assignment

Demo
Project Management
Resource 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 Management
Resource 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


 Documentation

Working on Tasks
Prerequisites
▪ Task is assigned to a role
▪ Resource is assigned to that role or directly to that task
▪ Task is released
Task processing
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

Project Management innovations coming with SP09
Improved integration into Test Management
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

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

Thank you.
Contact information:
Reiner Markheiser
SAP SE
Follow all
us of SAP
www.sap.com/contactsap
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Project Management

in SAP Solution Manager 7.2 (SP9)

© 2019 SAP SE or an SAP affiliate company. All rights reserved. 2

Project Management Overview

Project Setup and Planning

Project Execution and Analytics

© 2019 SAP SE or an SAP affiliate company. All rights reserved. 3

Strategy & Alignment Innovation

Visibility Ability to make Decision

IT Area PMO Area

Requirements & Change Test Risk Cost Controlling

IT Area PMO Area

Requirements & Change Test Risk Cost Controlling

IT Area PMO Area

Requirements & Change Test Risk Cost Controlling

IT Area PMO Area

Requirements & Change Test Risk Cost Controlling

IT Area PMO Area

Requirements & Change Test Risk Cost Controlling

Engagement Task-based Header-based Focused

Project Types Use Case Integration

• Engagement Project Generic Project Management for Process Management,

• IT Project - Task Based Implementation or Maintenance Process Management,

• IT Project - Header Based Implementation or Maintenance Process Management,

For Project Managements there are 6 tiles in Solution Manager Launchpad

© 2019 SAP SE or an SAP affiliate company. All rights reserved. 13

Project Initiation Planning Execution Controlling Closure

 Project Charter  Projectstructure  Continuous project  Percentage of  Closureof tasks,

© 2019 SAP SE or an SAP affiliate company. All rights reserved. 14

Requirements Management Change Request Management Solution Project

Process and Application Phase

© 2019 SAP SE or an SAP affiliate company. All rights reserved. 15

Processes and Libraries

Project / Landscape / Requirement and Change Request Management

Cross Build Analytics dashboard

© 2019 SAP SE or an SAP affiliate company. All rights reserved. 16

Process Create Define Model Define

Release Create Assign Deploy

Project Create Assign Assign

© 2019 SAP SE or an SAP affiliate company. All rights reserved. 17

© 2019 SAP SE or an SAP affiliate company. All rights reserved. 19

Process Management Requirements / Work Packages / Work Items Project Management

Process and Application

Solution Readiness Dashboard

© 2019 SAP SE or an SAP affiliate company. All rights reserved. 20

Project Management Overview

Project Setup and Planning

Project Execution and Analytics

© 2019 SAP SE or an SAP affiliate company. All rights reserved. 21

Project Initiation Planning Execution Controlling Closure

 Project Charter  Projectstructure  Continuous project  Percentage of  Closureof tasks,

© 2019 SAP SE or an SAP affiliate company. All rights reserved. 22

For Project Managements there are 6 tiles in Solution Manager Launchpad

© 2019 SAP SE or an SAP affiliate company. All rights reserved. 23

© 2019 SAP SE or an SAP affiliate company. All rights reserved. 24

© 2019 SAP SE or an SAP affiliate company. All rights reserved. 27

Highlights Flexible project structure

© 2019 SAP SE or an SAP affiliate company. All rights reserved. 28

Project allows you to Plan dates for

relationships between phases and

© 2019 SAP SE or an SAP affiliate company. All rights reserved. 32

Navigation area: The project management

Project Elements: Superordinate concept for

Element Details: Information which is