Project Management

in SAP Solution Manager 7.2 (SP11)

Customer Experience & Solutions, SAP SE
May 2020

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
be changed by SAP at any time for any reason without notice. This document is provided without a
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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.

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Agenda

Project Management Overview

Project Setup and Planning

Project Execution and Analytics

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Project Management Overview
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

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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
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Covered project and integration aspects per standard Project Type

Engagement Project
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
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Covered project and integration aspects per standard Project Type

Task-based Integration
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
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Covered project and integration aspects per standard Project Type

Header-based Integration
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
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Covered project and integration aspects per standard Project Type
Focused Build – R2D
Project Integration
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
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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 
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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
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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)

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Project Management in SAP Solution Manager
From idea to a successfully managed project

Project Initiation Planning Execution Controlling Closure

 Project Charter  Project structure  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

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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)

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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

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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)

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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.

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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

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Agenda

Project Management Overview

Project Setup and Planning

Project Execution and Analytics

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Project Management in SAP Solution Manager
From idea to a successfully managed project

Project Initiation Planning Execution Controlling Closure

 Project Charter  Project structure  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

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Project Management innovations (SP11)
SAPUI5 Gantt chart
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

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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)

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SAP Activate - Methodology

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Roadmap Viewer

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

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 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

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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

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 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
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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.

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Project Views

Project structure with n levels

including phases, tasks and sub
tasks.
Different views of project structure
▪ Detail
▪ Table
▪ Graphical

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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.

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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

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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

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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

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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.

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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.

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Agenda

Project Management Overview

Project Setup and Planning

Project Execution and Analytics

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Project Execution and Analytics
Project Management in SAP Solution Manager
From idea to a successfully managed project

Project Initiation Planning Execution Controlling Closure

 Project Charter  Project structure  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

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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

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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

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Issues Tab in Project

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

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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

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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

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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

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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

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Thank you.
Contact information:
Reiner Markheiser
SAP SE
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