MSPIntegration Project Management

MS Project Integration
Configuration in Project Management 5.0
customer
Objectives
After completing this session, you will be able to
Explain
The new configuration of Customizing for MS Project Integration in
Project Management 5.0
Use
© SAP 2008 / Page 2 customer

Prerequisites
Prerequisites
System Requirements: Project Management 5.0
User Profile: Authorization to make changes in the Project Management

Microsoft Project Integration
MS Project Integration with Project Management 5.0 – General
MS Project Integration with Project Management 5.0 – Export
MS Project Integration with Project Management 5.0 – Import
MS Project Integration with Project Management 5.0 – Hints

MS Project Integration with Project
Management 5.0 – General
1.For using the MS Project Integration of Project Management first of all

the field assignments for import and export have to be configured
2.The standard Customizing of Project Management 5.0, which always

exists in client 000 of the Project Management system, contains
predefined typical field assignments
3.Those standard field assignments can be copied automatically or

manually into other clients of the Project Management system
4.The standard field assignments can be changed for a customer specific

MS Project Integration

Additional Configuration for MSP Server
integration
Navigate in customizing of SAP Portfolio and Project Management to the IMG

activity “Microsoft Project Server Integration” under Common Functions ->
Import and Export of Project Data.
Create a RFC connection to the MS Project Server by using connection type

“G”

integration
Define the logical port:
1. Enter the proxy class in the Proxy Class field.
2. Enter the name of the logical port in the Logical Port field.
3. Enter a suitable description of the logical port in the Description field.
4. On the Call Parameters tab page, choose HTTP Destination and select
the RFC destination you configured beforehand from the input help.
5. Choose Save.
integration
1. Choose New Entries.
2. Enter the name of the web server alias and the web server address.
3. Set the following parameters and values:

integration
1. Activate the individual object links in the Active column.
2. Make the relevant integration settings to connect the Microsoft Project

server. To do this, select the business object and double-click Settings for
Integration Processes.
3. Specify the relevant applications and logical systems. To do this, select the
business object and double-click Portfolio Add-On to Object Link Types.


MS Project Integration of Project Management
5.0 - Export
1. Navigate in SAP Portfolio and Project Management Customizing to the IMG

Activity “Assign Fields for Export from Project Management” under
Common Functions -> Microsoft Project Client Integration
2. Copy standard field assignments from client 000

a. If R/3 connection to client 000 exists, copy standard field assignment
automatically
b. If no R/3 connection to client 000 exists, copy standard field assignments
manually
3. Change the standard field assignments for customer-specific use of MS

Project Integration

Export - Copy field assignments automatically
1. Select one Base Project System Element and click on the Dialog Structure
“Field mapping to a cProjects Object”
2. Make sure that change view is displayed
3. Select in context menu “Utilities” the function “Adjustment”
4. Select the R/3 connection to client 000

5. Confirm the following two pop-ups

6. Select all fields
7. Click Button “Adjust”

8. Click button “Copy all entries”
9. Navigate back to overview of “Field mapping to a cProjects Object”

10. Save all changes
11. Execute step 1 – 10 for all Base Project System Elements

Export - Copy field assignments manually
1. Open the Project Management system in client 000

Activity “Assign Fields for Export from Project Management” under
3. Parallel to it, open the Project Management system in client xxx, where the
field assignments have to be copied to and navigate to the IMG activity as
well

In client 000
4. Select a “Base Project System Element” and click on the Dialog Structure
“Field mapping to a cProjects Object”
5. Copy all mapping table fields

In client xxx
6. Select the same “Base Project System Element” as in client 000 and click
on the Dialog Structure “Field mapping to a cProjects Object”
7. Click on button “New entries” and paste the field into the mapping table

In client xxx
8. Save all changes and leave overview “Field mapping to a cProjects Object”
General
9. Execute step 4 – 8 for each “Base Project System Element”


MS Project Integration of Project Management
5.0 - Import

Activity “Assign Fields for Import from Project Management” under
2. Copy standard field assignments from client 000

a. If R/3 connection to client 000 exists, copy standard field assignments
automatically
b. If no R/3 connection to client 000 exists, copy standard field assignments
manually Copying of standard field assignments works similarly as explained for
the export.
3. Change the standard field assignments for customer-specific use of MS

Project Integration


Hints for Export to Microsoft Project

If “Calculation mode” equals “Automatic”
MS Project overwrites the duration from Project Management.

• In MS Project the duration depends on Start and Finish. If the Start date is the same as
the Finish date, in MS Project the duration will automatically be changed to value 0,
regardless of value for duration comes from Project Management.
• Because the calculation of duration depends on Start and Finish and Project
Management and MS Project use different calendar information, the duration in MS
Project can differ from the duration in Project Management.
MS Project overwrites the milestone flag from Project Management.

• If the value of duration is equal to 0, MS Project automatically sets the flag milestone of
tasks, regardless of what value for milestone comes from Project Management.
MS Project overwrites the work from Project Management.

• If the value of duration is equal to 0, in MS Project the work will automatically be changed
to the value 0, regardless of what value for duration comes from Project Management.

The value “Automatic” of “Calculation mode” is a default value in MS Project,

so all projects exported from Project Management will have “Calculation
mode” equals “Automatic”. You can solve that problem with the following
workaround.
1. Open a new MSP project.
2. Change the value of “Calculation mode” to “Manual”.
3. Save that empty MSP project as “cProjects_template.mpp”.
4. Export a Project Management project.



In MS Project, the two MS Project fields “Name” and “Title” are always filled
with the same value because in MS Project there is no difference between
“Name” and “Number” like in Project Management. Due to that, the following
field mapping does not work.
With this field mapping the MS Project fields “Name” and “Title” will contain
the project number from Project Management.

Attachment of export : Standard field
assignments

assignments

assignments

assignments

assignments

assignments

assignments

assignments

Attachment of import : Standard field
assignments

assignments

assignments

assignments

assignments

assignments

assignments

Summary
You are now able to
Explain
Use

Related Information
Further Material
IMG Activity Documentation

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MS Project Integration

Configuration in Project Management 5.0

After completing this session, you will be able to

© SAP 2008 / Page 2 customer

User Profile: Authorization to make changes in the Project Management

© SAP 2008 / Page 3 customer

MS Project Integration with Project Management 5.0 – General

MS Project Integration with Project Management 5.0 – Export

MS Project Integration with Project Management 5.0 – Import

MS Project Integration with Project Management 5.0 – Hints

© SAP 2008 / Page 4 customer

1.For using the MS Project Integration of Project Management first of all

2.The standard Customizing of Project Management 5.0, which always

3.Those standard field assignments can be copied automatically or

4.The standard field assignments can be changed for a customer specific

© SAP 2008 / Page 5 customer

Navigate in customizing of SAP Portfolio and Project Management to the IMG

Create a RFC connection to the MS Project Server by using connection type

© SAP 2008 / Page 6 customer

Define the logical port:

1. Enter the proxy class in the Proxy Class field.

3. Enter a suitable description of the logical port in the Description field.

1. Choose New Entries.

3. Set the following parameters and values:

© SAP 2008 / Page 8 customer

1. Activate the individual object links in the Active column.

2. Make the relevant integration settings to connect the Microsoft Project

© SAP 2008 / Page 9 customer

MS Project Integration with Project Management 5.0 – General

MS Project Integration with Project Management 5.0 – Export

MS Project Integration with Project Management 5.0 – Import

MS Project Integration with Project Management 5.0 – Hints

© SAP 2008 / Page 10 customer

1. Navigate in SAP Portfolio and Project Management Customizing to the IMG

2. Copy standard field assignments from client 000

3. Change the standard field assignments for customer-specific use of MS

© SAP 2008 / Page 11 customer

2. Make sure that change view is displayed

3. Select in context menu “Utilities” the function “Adjustment”

4. Select the R/3 connection to client 000

© SAP 2008 / Page 12 customer

5. Confirm the following two pop-ups

© SAP 2008 / Page 13 customer

8. Click button “Copy all entries”

9. Navigate back to overview of “Field mapping to a cProjects Object”

© SAP 2008 / Page 14 customer

10. Save all changes

11. Execute step 1 – 10 for all Base Project System Elements

© SAP 2008 / Page 15 customer

1. Open the Project Management system in client 000

2. Navigate in SAP Portfolio and Project Management Customizing to the IMG

© SAP 2008 / Page 16 customer

5. Copy all mapping table fields

© SAP 2008 / Page 17 customer

© SAP 2008 / Page 18 customer

9. Execute step 4 – 8 for each “Base Project System Element”

© SAP 2008 / Page 19 customer

MS Project Integration with Project Management 5.0 – General

MS Project Integration with Project Management 5.0 – Export

MS Project Integration with Project Management 5.0 – Import

MS Project Integration with Project Management 5.0 – Hints

© SAP 2008 / Page 20 customer

1. Navigate in SAP Portfolio and Project Management Customizing to the IMG