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EPM_SAP_Integration

EPM_SAP_Integration

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    EPM_SAP_Integration_TPG_PSLink_FirstON EPM_SAP_Integration_TPG_PSLink_FirstON Presentation Transcript

    • Integration Integ ation of Mic osoft P oject EPM Microsoft Project with SAP HR Integration with ResourceLink PS/PM/CO/CATS Integration with PSLink© TPG The Project Group GmbH Slide 1
    • Topics T i About TPG The Project Group Why integrating EPM with SAP? Business backgrounds f MSP/SAP i B i b k d for integration i Excursion: Project Management in SAP TPG I t Integration S ti Scenarios i Technical Backgrounds and Roadmap© The Project Group GmbH Slide 2
    • Our company – TPG Th Project Group O The P j t G Our Locations  Headquarters in Munich Germany and Offices in Mainz and Dortmund  Subsidiaries USA (PA), UK and Austria Our Business focus: Project Management and Project Management Software Our Partnerships and Certifications  Microsoft Gold Certified Partner  SAP certified product (TPG PSLink) ( k)  Worldwide product implementation partners (Australia, Brazil, Denmark, Israel, South Africa, Singapore, Thailand)© The Project Group GmbH Slide 3
    • TPG W ld id S b idi i Worldwide Subsidiaries and P t d Partners© The Project Group GmbH Slide 4
    • Our products and services O d t d i Products  TPG PSLink Integration MSP with SAP  TPG ResourceLink Import HR to MSP  TPG MTA Milestone Trend Analysis  TPG ProjectLink Soft Links between Projects  TPG Ti TimeSheet E t d Sh t Extender E Extension of MSP time sheets i f i h Services  Consulting for PM software solutions  Implementation of Microsoft EPM / PPM  Implementation of TPG products p p  Training  Maintenance and Support© The Project Group GmbH Slide 5
    • TPG Customers (selection) C t ( l ti )© The Project Group GmbH Slide 6
    • Why linking SAP with Microsoft EPM?© TPG The Project Group GmbH Slide 7
    • Role b R l based approach d h Each participant uses the proper tool  Finance and HR manager in ERP system  PMO, project manager and members in Microsoft EPM No “shadow accounting”  compared to using SAP only …  … with all the “personal plans” in Excel and Project Acceptance of the overall system© The Project Group GmbH Slide 8
    • The best Th b t cost / benefit ratio t b fit ti High efficiency for PM and PMO  Best productivity with Project Interface  No extra efforts to prepare financial data Up-to-Date data for finance  No efforts to collect financial data  Accurate and most current forecasts and actuals Offline and server-connected work No double data N d bl d t entry t  Automatic and user triggered synchronization  No unneeded redundancies Employees report in ONE place© The Project Group GmbH Slide 9
    • Accurate financial reports A t fi i l t Project data in finance reports  Reliable information for decisions  Enable combined top-down / bottom-up budgeting Valid company presentation  Ensure SOX compliancy with up-to-date project cost forecasts f t© The Project Group GmbH Slide 10
    • Business backgrounds for MSP/SAP integration f i t ti© TPG The Project Group GmbH Slide 11
    • Integration levels of Enterprise Projects and Core ProcessesEnterprise role Projects: Microsoft Core processes: EPM Technology ERP system (SAP) Strategic view : Upper indicators, customer Overall portfolio, profitability, Management KPI, strategic decisions strategic direction (SAP CO, FI, BW,…) Controlling view : Portfolios, milestones, budgets, PMO, budgets, cost centers, centralized resource planning, p g, departments revenues, purchasing revenues purchasing, risks, problems, customer management change management etc. (SAP PS, CO, SD ...) Project view: Project Operational project management, staff resources, managers, supervision unit costs teams (SAP PS HR CATS) PS, HR,© The Project Group GmbH Slide 12
    • Roles and Tools within Project Life Cycle R l dT l ithi P j t Lif C l© The Project Group GmbH Slide 13
    • Important Questions to Ask Upfront (1/3)Project Server Which data should be exchanged? ???? Resources, schedules, work, costs, budgets, actuals, material, material long text … ???? SAPProject Client© The Project Group GmbH Slide 14
    • Important Questions to Ask Upfront (2/3) I t tQ ti t A kU f t Role based Role-based data exchange  Who is planning with what tool?  Who needs which data?  Who has to supply which data?  Who has access to which data? Process-based data exchange  How does a sale become a project?  Where are projects created first?  Which data should be synchronized during transitions between phases?  What rules have to be considered?© The Project Group GmbH Slide 15
    • Important Questions to Ask Upfront (3/3) I t tQ ti t A kU f t Which is the lead system, SAP or Microsoft system Project? Which data are managed in which system? g y Is synchronization performed automatically or manually? Hardware and software requirements of an integration solution? …© The Project Group GmbH Slide 16
    • Design goals for integration D i l f i t ti Flexible process configuration Flexible role and rights configuration  Based on Microsoft Project user management j g Bidirectional synchronization Leading system on field level g y Manual and automatic (scheduled) synchronization Integration with PS, CO, HR and/or CATS g  But also flexible extension to other modules© The Project Group GmbH Slide 17
    • Excursion:Project Management in SAP© TPG The Project Group GmbH Slide 18
    • PM in SAP – 3 approaches i h PS  The traditional Project System in SAP R/3, SAP Enterprise and ECC (Enterprise Core Components)  Comparable with MSP p  Deep Integration in other modules (CO, HR, SD …)  Addresses project accountants cProjects  Part of PLM Collaboration Engineering  Addresses project managers  Independent of SAP R/3, SAP E t I d d t f R/3 Enterprise or mySAP ERP i SAP  Connects with PS and other modules xRPM  Top level portfolio planning  Integrates data from different sources (SAP mod., MSP etc.)  Offers reporting, portfolio p p g, p planning and resource capacity g p y management© The Project Group GmbH Slide 19
    • SAP PM Architecture Overview A hit t O i SAP Enterprise Portal SAP xRPM Core SAP BI (Business SAP cProjects j Warehouse) ) ECC FI, FI, Other ECC PS CATS HR … Sources© The Project Group GmbH Slide 20
    • Using SAP PM solutions U i l ti Pros P Cons C  Rich functionality  User interface still not  Detailed, status based adopted business rules  Performance issues  Very good interaction of PS  Not flexible enough with ERP processes (CO, (e.g. work offline, user MM etc ) etc.) defined customizing)  Company wide, controlling  Enterprise features not integrated reports g p easy to use  High Level Consolidation (esp. for PMOs)  EPM scenarios difficult to deploy© The Project Group GmbH Slide 21
    • Overview: The TPG I t O i Th Integrations Scenario ti S i Microsoft Portfolio Server Microsoft EPM and SQL Reporting services / SAP BW Manager PMO Microsoft Project SAP R/3 / Enterprise / EPM MySAP ERP with CO PS CO, HR, CATS PMO, Manager, p j project manager, g , Controller, Controller Team member Dept. manager© The Project Group GmbH Slide 22
    • TPG Integration Scenarios© TPG The Project Group GmbH Slide 23
    • Functional scope related to integration© The Project Group GmbH Slide 24
    • Which integration areas are covered? Whi h i t ti d? Basic data Structures, networks, St t t k PM-orders etc. SAP R/3 Forecast work, costs and revenues Microsoft Or Project EPM Time Postings ECC 6.0 Actual Costs Any other information© The Project Group GmbH Slide 25
    • Scenario 1: Update Enterprise Resource Pool TPG ResourceLink HR / DS System TPG Microsoft Project• SAP ResourceLink EPM• Navision• Active Directory Update Enterprise• LDAP DAP Resources R• Any other DS or ERP © The Project Group GmbH Slide 26
    • Scenario 1: A hit t S i 1 Architecture and f t d features Import of Resource data into Microsoft Project Server  Create, activate, deactivate and delete resources  Update of existing resources  Update outline code field definitions SAP File Navision Active Directory LDAP SQL Server Mapping ResourceLink Microsoft P j t Mi ft Project Enterprise Resource Pool© The Project Group GmbH Slide 27
    • Scenario 2: U d t structures S i 2 Update t t SAP PS TPG PSLink Microsoft Project EPM Create and Update PD and WBS© The Project Group GmbH Slide 28
    • Scenario 2: M S i 2 Mapping options i ti1:1 high level1 1 hi h l l No direct t k N di t taskmapping mapping© The Project Group GmbH Slide 29
    • Scenario 3: Update Forecasts to SAP S i 3 U d t F t t SAP PS/CO TPG PSLink Microsoft Project EPM Update forecasts to SAP activity input and primary ti it i t d i cost planning© The Project Group GmbH Slide 30
    • Scenario 4: Synch SAP network activities S i 4 S h t k ti iti SAP PS TPG PSLink Microsoft Project EPM Read / Create / Update networks, activities and elements© The Project Group GmbH Slide 31
    • Scenario 4: Example for activity element mapping© The Project Group GmbH Slide 32
    • Use case 5: Read, create and update Plant Maintenance orders SAP PM TPG PSLink Microsoft Project EPM Read / Create / update PM-orders, operations and components© The Project Group GmbH Slide 33
    • Scenario 6: Synch ti S i 6 S h time postings with CATS ti ith SAP CATS TPG PSLink Microsoft Project EPM Read / Create / Update CATS postings© The Project Group GmbH Slide 34
    • Scenario 7: Synch time postings with CO allocation documents SAP CO TPG PSLink Microsoft Project EPM Update postings to CO allocation documents© The Project Group GmbH Slide 35
    • Scenario 8: Exchange any data to any RFCSAP (any module) TPG PSLink Microsoft Project EPM or SharePoint Any data with any BAPI /RFC © The Project Group GmbH Slide 36
    • © The Project Group GmbH Slide 37
    • TPG PSLinkTechnical Backgrounds and Roadmap© TPG The Project Group GmbH Slide 38
    • TPG PSLink architecture PSLi k hit t PSLink Server FrameworkSAP R/3 Basic services BAPI/RF or Net (session handling, logging, user rights etc.) MSP ServerECC 6.0 2003 or 2007 Connectors SAP Access WBS TPG Project FC HR Framework Access Networks PM Orders Framework PSLink SAP MSP DB CATS object model Forecast cost TPG Project Server + tweaver SAP .Net and revenues object model external PS Connector Direct DB PDS sources Timesheets SAP DCOM Operations PSI Connector PM RFC CO RFC Extensions Client Interface Others Server Interface MSP Prof. User Interface AddIn (Menu, History (Menu History, Logs etc ) etc.) using Project Client object model PSLink Client Framework © The Project Group GmbH Slide 39
    • TPG PSLink architecture PSLi k hit t PSLink Server Framework Microsoft Project Server j Basic B i services i 2003, 2007SAP R/3 SAP Access or 2010ECC 6.0 Framework TPG Project Connectors Access Other Framework3rd pty app frameworks Web Service Third party TPG PSLink TPG PSLink web service Add-In Client Web Client applications (SharePoint, SAP…) (Sh P i SAP ) MSP Prof. Microsoft SharePoint /PWA © The Project Group GmbH Slide 40
    • TPG PSLink C fi PSLi k Configuration example ti l <job> <id>MasterSynchPDandWBS</id> <shortDesc>Sync PD and WBS</shortDesc> <sort>3</sort> ... <securityGroups><group>Executives</group></securityGroups> <actions> <trycatch> <try> ... <QueryProject> <query> SELECT P.EnterpriseTextFields(SAPProjectDef) AS PSPID, P.Name P Name as Description Description, SUBSTRING(P.EnterpriseTextFields(SAPProfile),1,7) AS Project_Profile, TO_DATETIME(P.InfoStartDate.Date) AS StartDate, TO_DATETIME(P.InfoFinishDate.Date) AS FinishDate FROM Projects P WHERE P.EnterpriseFlagFields(SynchToSAP) AND P.EnterpriseTextFields(MSPStatus)= 3 Active </query> <output> <getProperty name="outputTable" target="Parameters.PDTable"/> g p y p g </output> </QueryProject> <If> <condition>Parameters.PDTable.Rows.Count > 0</condition> <thenJobId>JobSynchPD</thenJobId> </If> ...© The Project Group GmbH Slide 41
    • TPG PSLink Hi t PSLi k History and R d d Roadmap v 2010 on EPM 2010 v 2007 v 3.1 Additional on EPM 2007 ontrolling Edition (CE) v 3.0 EPM 2003 features: EPM 2003 Portfolio Additional integration n Integrates both features: New fields PSLin 2010 New platform PSLink SE and CE New time sheet SharePoint Extensive configuration PSLink 2007 integration Connector PSLink 3.1 Enhanced config SE) Server events v 1.5 nk High level integration More use cases 3 WSS workflows g tandard Edition (S MSP 2000 - Flexible WBS synch Budget and cost - Forecasts New connectors: resources Editing rules - CATS integration through MSP - Network - Report data - CO alloc docs events Co - xRPM E COM Add-In dd v 1.0 MSP 98 v 2.0 v 3.0 EPM 2002/3 EPM 2003 Down-Upload D U l dSt Rules check Server based Better logging Locking All PS objects and configuration mechanism New wizard 1999 2000 2002/3 2004 2006 2007 2009 2010 © The Project Group GmbH Slide 42
    • Summary and Integration Benefits© TPG The Project Group GmbH Slide 43
    • Features of TPG PSLi k and ResourceLink F t f PSLink dR Li k Extensively configurable products  for integration of Microsoft EPM and SharePoint with SAP HR, PS, PM, CO, CATS and other modules Support a plethora of customer cases  Project is the tool for detailed planning  SAP i th t l f is the tool for controlling t lli  Therefore minimal redundancies Bidirectional data exchange Manual, triggered or scheduled synch Rights management based on MSP groups Detailed logging Rapid deployment© The Project Group GmbH Slide 44
    • Integration Benefits I t ti B fit No double data entry Offline work with SAP data Each participant works with the proper tool  Accountants and HR manager in ERP system  PMO, project manager and members in MSP Controlling forecasts contain also project data  Valid company presentation Employees report in ONE place Reports are more meaningful  Contain d data f from the other system h h Workflows can span over both systems© The Project Group GmbH Slide 45
    • Partner in Poland: Tel: +48 (22) 465 97 76 FirstON SA Fax: +48 (22) 490 79 67 www.FirstON.pl biuro@FirstON.pl The Project Group GmbH Fon: +49 (89) 61 55 93 - 30 Destouchesstr. 68 Fax: +49 (89) 61 55 93 - 40 80796 Munich info@TheProjectGroup.de info@TheProjectGroup de Germany www.TheProjectGroup.de© The Project Group GmbH Slide 46