TPG PSLink - Integration of Financial and Project Data (Integration of Microsoft with SAP)
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TPG PSLink - Integration of Financial and Project Data (Integration of Microsoft with SAP)

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The integration of the Enterprise Project and Portfolio Management (PPM) with the ERP system eliminates need for double data entry and data admin in multiple systems. The consequence is better data......

The integration of the Enterprise Project and Portfolio Management (PPM) with the ERP system eliminates need for double data entry and data admin in multiple systems. The consequence is better data quality. This is the basis for reliable and speeded decision making by management, financial controllers and project managers. Also project management processes are streamlined. These are clear competitive advantages for each enterprise using an integrated environment.

TPG The Project Group is a world-leading provider for the integration of systems like Microsoft Project Server, SharePoint, Oracle Primavera, SAP, Microsoft Dynamics AX and other ERP systems. The integration of these systems allows the bidirectional exchange of structure, resource, financial and other project data.

TPG PSLink® is the flagship product of TPG The Project Group. For over 15 years it has been the key for very rapid realizations of many individual customer solutions. The seamless exchange of data between systems for project planning, controlling, collaboration and document management is reliably possible due to this long-time proven integration product.

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  • 1. Integration of Financial & Project Data TPG PSLink® Clear benefits in the areas of -Management -Controlling -Project Management
  • 2. Consulting | Solutions | Products | Training Streamlined project management processes The Benefits of PM System Integration
  • 3. Consulting | Solutions | Products | Training Streamlined project management processes Data consistency in all the systems involved The Benefits of PM System Integration
  • 4. Consulting | Solutions | Products | Training Streamlined project management processes Data consistency in all the systems involved Eliminates need for data admin in multiple systems The Benefits of PM System Integration
  • 5. Consulting | Solutions | Products | Training Streamlined project management processes Data consistency in all the systems involved Eliminates need for data admin in multiple systems Better data quality as a basis for decision making for project managers, financial controllers and management The Benefits of PM System Integration
  • 6. Consulting | Solutions | Products | Training Streamlined project management processes Data consistency in all the systems involved Eliminates need for data admin in multiple systems Better data quality as a basis for decision making for project managers, financial controllers and management Integration of project planning, financial controlling, collaboration and document management The Benefits of PM System Integration
  • 7. Consulting | Solutions | Products | Training What is the quickest and easiest way to do this?
  • 8. Consulting | Solutions | Products | Training With TPG PSLink® What is the quickest and easiest way to do this?
  • 9. Consulting | Solutions | Products | Training With TPG PSLink® TPG PSLink is a world-leading middleware product that integrates What is the quickest and easiest way to do this?
  • 10. Consulting | Solutions | Products | Training With TPG PSLink® TPG PSLink is a world-leading middleware product that integrates project and work management data with ERP systems. What is the quickest and easiest way to do this?
  • 11. Consulting | Solutions | Products | Training
  • 12. Consulting | Solutions | Products | Training TPG PSLink® : Using it with Microsoft Project Server Microsoft Project Server Microsoft Project Client
  • 13. Consulting | Solutions | Products | Training TPG PSLink® : Using it with Microsoft Project Server Microsoft Project Server Microsoft Project Client Projects Tasks Resources Assignments Custom Fields Timesheets Lookup Tables
  • 14. Consulting | Solutions | Products | Training TPG PSLink® : Using it with Microsoft Project Server Microsoft Project Server Microsoft Project Client Projects Tasks Resources Assignments Custom Fields Timesheets Lookup Tables Project Tasks Resources Assignments Custom Fields Timephased Data
  • 15. Consulting | Solutions | Products | Training TPG PSLink® : Using it with Microsoft Project Server SAP Microsoft Project Server Microsoft Project Client HR PS PM CO SD CATS … Projects Tasks Resources Assignments Custom Fields Timesheets Lookup Tables Project Tasks Resources Assignments Custom Fields Timephased Data
  • 16. Consulting | Solutions | Products | Training TPG PSLink® : Using it with Microsoft Project Server SAP Microsoft Project Server Microsoft Project Client HR PS PM CO SD CATS … Microsoft SharePoint Projects Tasks Resources Assignments Custom Fields Timesheets Lookup Tables Project Tasks Resources Assignments Custom Fields Timephased Data
  • 17. Consulting | Solutions | Products | Training TPG PSLink® : Using it with Microsoft Project Server SAP Microsoft Project Server Microsoft Project Client HR PS PM CO SD CATS … Microsoft Dynamics Microsoft SharePoint Projects Tasks Resources Assignments Custom Fields Timesheets Lookup Tables Project Tasks Resources Assignments Custom Fields Timephased Data
  • 18. Consulting | Solutions | Products | Training TPG PSLink® : Using it with Microsoft Project Server SAP Microsoft Project Server Microsoft Project Client HR PS PM CO SD CATS … Microsoft TFS Microsoft Dynamics Microsoft SharePoint Projects Tasks Resources Assignments Custom Fields Timesheets Lookup Tables Project Tasks Resources Assignments Custom Fields Timephased Data
  • 19. Consulting | Solutions | Products | Training TPG PSLink® : Using it with Microsoft Project Server SAP Microsoft Project Server ORACLE Microsoft Project Client HR PS PM CO SD CATS … Microsoft TFS Microsoft Dynamics Microsoft SharePoint Projects Tasks Resources Assignments Custom Fields Timesheets Lookup Tables Project Tasks Resources Assignments Custom Fields Timephased Data
  • 20. Consulting | Solutions | Products | Training TPG PSLink® : Using it with Microsoft Project Server SAP Microsoft Project Server ORACLE PRIMAVERA Microsoft Project Client HR PS PM CO SD CATS … Microsoft TFS Microsoft Dynamics Microsoft SharePoint Projects Tasks Resources Assignments Custom Fields Timesheets Lookup Tables Project Tasks Resources Assignments Custom Fields Timephased Data
  • 21. Consulting | Solutions | Products | Training TPG PSLink® : Using it with Microsoft Project Server SAP Microsoft Project Server ORACLE PRIMAVERA SQL, XML, http, Other ... Microsoft Project Client HR PS PM CO SD CATS … Microsoft TFS Microsoft Dynamics Microsoft SharePoint Projects Tasks Resources Assignments Custom Fields Timesheets Lookup Tables Project Tasks Resources Assignments Custom Fields Timephased Data
  • 22. Consulting | Solutions | Products | Training TPG PSLink® : Using it with Microsoft Project Server SAP Microsoft Project Server TPG PSLink ORACLE PRIMAVERA SQL, XML, http, Other ... Microsoft Project Client HR PS PM CO SD CATS … Microsoft TFS Microsoft Dynamics Microsoft SharePoint Projects Tasks Resources Assignments Custom Fields Timesheets Lookup Tables Project Tasks Resources Assignments Custom Fields Timephased Data
  • 23. Consulting | Solutions | Products | Training TPG PSLink® : Using it with Microsoft Project Server SAP Microsoft Project Server TPG PSLink ORACLE PRIMAVERA SQL, XML, http, Other ... Microsoft Project Client HR PS PM CO SD CATS … Project Definition WBS Forecast Actual Cost Budgets Orders Risks Issues Cost Center Activity Types Planned Work Invoices Microsoft TFS CBS Structures Actual Work Microsoft Dynamics Microsoft SharePoint Projects Tasks Resources Assignments Custom Fields Timesheets Lookup Tables Project Tasks Resources Assignments Custom Fields Timephased Data
  • 24. Consulting | Solutions | Products | Training TPG PSLink® : Using it with Microsoft Project Server SAP Microsoft Project Server TPG PSLink ORACLE PRIMAVERA SQL, XML, http, Other ... Microsoft Project Client HR PS PM CO SD CATS … Project Definition WBS Forecast Actual Cost Budgets Orders Risks Issues Cost Center Activity Types Planned Work Invoices Microsoft TFS CBS Structures Actual Work Microsoft Dynamics Microsoft SharePoint TPG PSLink = -Low implementation costs -Using predefined templates -For common use cases Projects Tasks Resources Assignments Custom Fields Timesheets Lookup Tables Project Tasks Resources Assignments Custom Fields Timephased Data
  • 25. Consulting | Solutions | Products | Training
  • 26. Consulting | Solutions | Products | Training TPG PSLink Use Cases with SAP Sync project and WBS data from PPM to SAP Use Case 1 Sync work and cost forecasts from PPM to SAP Use Case 2 Sync actual work from PPM to SAP Use Case 3 Sync actual work from SAP CATS to PPM Use Case 4 Sync actual costs from SAP to PPM Use Case 5
  • 27. Consulting | Solutions | Products | Training SCENARIO 1A: Create Project and Sync PSP Structure in SAP
  • 28. Consulting | Solutions | Products | Training SCENARIO 1A: Create Project and Sync PSP Structure in SAP SAP TPG PSLink Name SAPWBS WBS No JAN FEB MAR APR PROJECT X Summary A Task 1 Task 2 Summary B Task 3 Task 4 Summary C Task 5 Task 6 Summary D Task 7 Task 8 … Project Builder
  • 29. Consulting | Solutions | Products | Training SCENARIO 1A: Create Project and Sync PSP Structure in SAP SAP TPG PSLink Name SAPWBS WBS No JAN FEB MAR APR PROJECT X Summary A Task 1 Task 2 Summary B Task 3 Task 4 Summary C Task 5 Task 6 Summary D Task 7 Task 8 … Project Builder Yes No No Yes No No Yes No No Yes No No
  • 30. Consulting | Solutions | Products | Training SCENARIO 1A: Create Project and Sync PSP Structure in SAP SAP TPG PSLink Name SAPWBS WBS No JAN FEB MAR APR PROJECT X Summary A Task 1 Task 2 Summary B Task 3 Task 4 Summary C Task 5 Task 6 Summary D Task 7 Task 8 … Create project Project Builder PROJECT X TPG-499 01/01 04/30 Yes No No Yes No No Yes No No Yes No No
  • 31. Consulting | Solutions | Products | Training SCENARIO 1A: Create Project and Sync PSP Structure in SAP SAP TPG PSLink Name SAPWBS WBS No JAN FEB MAR APR PROJECT X Summary A Task 1 Task 2 Summary B Task 3 Task 4 Summary C Task 5 Task 6 Summary D Task 7 Task 8 … Project Builder PROJECT X TPG-499 01/01 04/30 CopySAP projectdefinition TPG-499 TPR-499.1 TPG-499.2 TPG-499.3 TPG-499.4 Yes No No Yes No No Yes No No Yes No No Create project
  • 32. Consulting | Solutions | Products | Training SCENARIO 1A: Create Project and Sync PSP Structure in SAP SAP TPG PSLink Name SAPWBS WBS No JAN FEB MAR APR PROJECT X Summary A Task 1 Task 2 Summary B Task 3 Task 4 Summary C Task 5 Task 6 Summary D Task 7 Task 8 … Project Builder PROJECT X TPG-499 01/01 04/30 Summary A TPG-499.1 01/01 02/28 Summary B TPG-499.2 02/01 03/31 Summary C TPG-499.3 02/01 03/31 Summary D TPG-499.4 03/01 04/30 TPG-499 TPR-499.1 TPG-499.2 TPG-499.3 TPG-499.4 Yes No No Yes No No Yes No No Yes No No CopySAP projectdefinition Create project Create WBS from summary or marked tasks
  • 33. Consulting | Solutions | Products | Training SCENARIO 1A: Create Project and Sync PSP Structure in SAP SAP TPG PSLink Name SAPWBS WBS No JAN FEB MAR APR PROJECT X Summary A Task 1 Task 2 Summary B Task 3 Task 4 Summary C Task 5 Task 6 Summary D Task 7 Task 8 … Project Builder PROJECT X TPG-499 01/01 04/30 Summary A TPG-499.1 01/01 02/28 Summary B TPG-499.2 02/01 03/31 Summary C TPG-499.3 02/01 03/31 Summary D TPG-499.4 03/01 04/30 TPG-499 TPR-499.1 TPG-499.2 TPG-499.3 TPG-499.4 Yes No No Yes No No Yes No No Yes No No Transfer the project structure from Microsoft PPM to SAP CopySAP projectdefinition Create project Create WBS from summary or marked tasks
  • 34. Consulting | Solutions | Products | Training SCENARIO 1B: Create the Project and the Structure in SAP
  • 35. Consulting | Solutions | Products | Training SCENARIO 1B: Create the Project and the Structure in SAP SAP TPG PSLink Name Comp Code WBS No JAN FEB MAR APR PROJECT X Phase A Task 1 Task 2 Task 3 Task 4 Task 5 Phase B Task 6 Task 7 Task 8 Task 9 Task 10 … Project Builder
  • 36. Consulting | Solutions | Products | Training SCENARIO 1B: Create the Project and the Structure in SAP SAP TPG PSLink Name Comp Code WBS No JAN FEB MAR APR PROJECT X Phase A Task 1 Task 2 Task 3 Task 4 Task 5 Phase B Task 6 Task 7 Task 8 Task 9 Task 10 … Project Builder USA USA GER GER USA GER UK USA CH USA
  • 37. Consulting | Solutions | Products | Training SCENARIO 1B: Create the Project and the Structure in SAP SAP TPG PSLink Name Comp Code WBS No JAN FEB MAR APR PROJECT X Phase A Task 1 Task 2 Task 3 Task 4 Task 5 Phase B Task 6 Task 7 Task 8 Task 9 Task 10 … Project Builder PROJECT X TPG-499 01/01 04/30 USA USA GER GER USA GER UK USA CH USA Create project
  • 38. Consulting | Solutions | Products | Training SCENARIO 1B: Create the Project and the Structure in SAP SAP TPG PSLink Name Comp Code WBS No JAN FEB MAR APR PROJECT X Phase A Task 1 Task 2 Task 3 Task 4 Task 5 Phase B Task 6 Task 7 Task 8 Task 9 Task 10 … Project Builder PROJECT X TPG-499 01/01 04/30 TPG-499 USA USA GER GER USA GER UK USA CH USA Create project Copy SAP project definition
  • 39. Consulting | Solutions | Products | Training SCENARIO 1B: Create the Project and the Structure in SAP SAP TPG PSLink Name Comp Code WBS No JAN FEB MAR APR PROJECT X Phase A Task 1 Task 2 Task 3 Task 4 Task 5 Phase B Task 6 Task 7 Task 8 Task 9 Task 10 … Project Builder PROJECT X TPG-499 01/01 04/30 USA TPG-499.1 01/01 04/30 GER TPG-499.2 02/01 02/28 UK TPG-499.3 03/01 03/31 CH TPG-499.4 03/01 03/31 TPG-499 USA USA GER GER USA GER UK USA CH USA Create project Copy SAP project definition Create WBS based on task or resource criteria (comp code)
  • 40. Consulting | Solutions | Products | Training SCENARIO 1B: Create the Project and the Structure in SAP SAP TPG PSLink Name Comp Code WBS No JAN FEB MAR APR PROJECT X Phase A Task 1 Task 2 Task 3 Task 4 Task 5 Phase B Task 6 Task 7 Task 8 Task 9 Task 10 … Project Builder PROJECT X TPG-499 01/01 04/30 USA TPG-499.1 01/01 04/30 GER TPG-499.2 02/01 02/28 UK TPG-499.3 03/01 03/31 CH TPG-499.4 03/01 03/31 TPG-499 USA USA GER GER USA GER UK USA CH USA Map and transfer the project structure based on the comp code Create project Copy SAP project definition Create WBS based on task or resource criteria (comp code)
  • 41. Consulting | Solutions | Products | Training SCENARIO 1C: Create Project and Set Up Structure in SAP
  • 42. Consulting | Solutions | Products | Training SCENARIO 1C: Create Project and Set Up Structure in SAP SAP TPG PSLink Name Comp Code WBS No JAN FEB MAR APR PROJECT X Phase A Task 1 Task 2 Task 3 Task 4 Task 5 Phase B Task 6 Task 7 Task 8 Task 9 Task 10 … Project Builder
  • 43. Consulting | Solutions | Products | Training SCENARIO 1C: Create Project and Set Up Structure in SAP SAP TPG PSLink Name Comp Code WBS No JAN FEB MAR APR PROJECT X Phase A Task 1 Task 2 Task 3 Task 4 Task 5 Phase B Task 6 Task 7 Task 8 Task 9 Task 10 … Project Builder USA USA GER GER USA GER UK USA CH USA
  • 44. Consulting | Solutions | Products | Training SCENARIO 1C: Create Project and Set Up Structure in SAP SAP TPG PSLink Name Comp Code WBS No JAN FEB MAR APR PROJECT X Phase A Task 1 Task 2 Task 3 Task 4 Task 5 Phase B Task 6 Task 7 Task 8 Task 9 Task 10 … Project Builder PROJECT X TPG-499 01/01 04/30 USA USA GER GER USA GER UK USA CH USA Create project
  • 45. Consulting | Solutions | Products | Training SCENARIO 1C: Create Project and Set Up Structure in SAP SAP TPG PSLink Name Comp Code WBS No JAN FEB MAR APR PROJECT X Phase A Task 1 Task 2 Task 3 Task 4 Task 5 Phase B Task 6 Task 7 Task 8 Task 9 Task 10 … Project Builder PROJECT X TPG-499 01/01 04/30 USA USA GER GER USA GER UK USA CH USA TPG-499 TPG-499.1 TPG-499.2 Create project CopySAP projectdefinition
  • 46. Consulting | Solutions | Products | Training SCENARIO 1C: Create Project and Set Up Structure in SAP SAP TPG PSLink Name Comp Code WBS No JAN FEB MAR APR PROJECT X Phase A Task 1 Task 2 Task 3 Task 4 Task 5 Phase B Task 6 Task 7 Task 8 Task 9 Task 10 … Project Builder PROJECT X TPG-499 01/01 04/30 Phase A TPG-499.1 01/01 03/31 USA TPG-499.1.1 01/01 03/31 GER TPG-499.1.2 02/01 02/28 Phase B TPG-499.2 02/01 04/30 USA TPG-499.2.1 03/01 04/30 GER TPG-499.2.2 02/01 02/28 UK TPG-499.2.3 03/01 03/31 CH TPG-499.2.4 03/01 03/31 USA USA GER GER USA GER UK USA CH USA TPG-499 TPG-499.1 TPG-499.2 Create WBS fromsummary ormarked taskson level1 & compcodeon level2 Create project CopySAP projectdefinition
  • 47. Consulting | Solutions | Products | Training SCENARIO 1C: Create Project and Set Up Structure in SAP SAP TPG PSLink Name Comp Code WBS No JAN FEB MAR APR PROJECT X Phase A Task 1 Task 2 Task 3 Task 4 Task 5 Phase B Task 6 Task 7 Task 8 Task 9 Task 10 … Project Builder PROJECT X TPG-499 01/01 04/30 Phase A TPG-499.1 01/01 03/31 USA TPG-499.1.1 01/01 03/31 GER TPG-499.1.2 02/01 02/28 Phase B TPG-499.2 02/01 04/30 USA TPG-499.2.1 03/01 04/30 GER TPG-499.2.2 02/01 02/28 UK TPG-499.2.3 03/01 03/31 CH TPG-499.2.4 03/01 03/31 USA USA GER GER USA GER UK USA CH USA TPG-499 TPG-499.1 TPG-499.2 Combined transfer of the WBS together with the comp code Create WBS fromsummary ormarked taskson level1 & compcodeon level2 Create project CopySAP projectdefinition
  • 48. Consulting | Solutions | Products | Training SZENARIO 2: SyncPlanwerte zu Arbeit und Kosten von PPM zu SAP SAP TPG PSLink
  • 49. Consulting | Solutions | Products | Training
  • 50. Consulting | Solutions | Products | Training TPG PSLink Use Cases with SAP Sync project and WBS data from PPM to SAP Use Case 1 Sync work and cost forecasts from PPM to SAP Use Case 2 Sync actual work from PPM to SAP Use Case 3 Sync actual work from SAP CATS to PPM Use Case 4 Sync actual costs from SAP to PPM Use Case 5
  • 51. Consulting | Solutions | Products | Training SCENARIO 2: Sync Work and Cost Forecasts from PPM to SAP SAP TPG PSLink Name SAPWBS WBS Nr Resources JAN FEB PROJECT X TPG-499 Summary A Yes TPR-499.1 Licenses Task 1 No Jim Task 2 No Carina
  • 52. Consulting | Solutions | Products | Training SCENARIO 2: Sync Work and Cost Forecasts from PPM to SAP SAP TPG PSLink Name SAPWBS WBS Nr Resources JAN FEB PROJECT X TPG-499 Summary A Yes TPR-499.1 Licenses Task 1 No Jim Task 2 No Carina Name Type CostCenter Activity Type JAN FEB Jim Work TPG01 CON 176 Task 1 176 Carina Work TPG01 CON 160 Task 2 160 Transferforecast hours per team member and per period
  • 53. Consulting | Solutions | Products | Training SCENARIO 2: Sync Work and Cost Forecasts from PPM to SAP SAP TPG PSLink ActivityInput WBS Element TPG-499.1 SenderCost Ctr TPG01 Sender AType CON Name SAPWBS WBS Nr Resources JAN FEB PROJECT X TPG-499 Summary A Yes TPR-499.1 Licenses Task 1 No Jim Task 2 No Carina Name Type CostCenter Activity Type JAN FEB Jim Work TPG01 CON 176 Task 1 176 Carina Work TPG01 CON 160 Task 2 160 Transferforecast hours per team member and per period
  • 54. Consulting | Solutions | Products | Training SCENARIO 2: Sync Work and Cost Forecasts from PPM to SAP SAP TPG PSLink ActivityInput TEXT PLAN UNIT TOTAL JAN 176 HUR 17.600 FEB 160 HUR 16.000 WBS Element TPG-499.1 SenderCost Ctr TPG01 Sender AType CON Name SAPWBS WBS Nr Resources JAN FEB PROJECT X TPG-499 Summary A Yes TPR-499.1 Licenses Task 1 No Jim Task 2 No Carina Name Type CostCenter Activity Type JAN FEB Jim Work TPG01 CON 176 Task 1 176 Carina Work TPG01 CON 160 Task 2 160 Transferforecast hours per team member and per period
  • 55. Consulting | Solutions | Products | Training SCENARIO 2: Sync Work and Cost Forecasts from PPM to SAP SAP TPG PSLink ActivityInput TEXT PLAN UNIT TOTAL JAN 176 HUR 17.600 FEB 160 HUR 16.000 WBS Element TPG-499.1 SenderCost Ctr TPG01 Sender AType CON Name SAPWBS WBS Nr Resources JAN FEB PROJECT X TPG-499 Summary A Yes TPR-499.1 Licenses Task 1 No Jim Task 2 No Carina Name Type CostCenter Activity Type JAN FEB Jim Work TPG01 CON 176 Task 1 176 Carina Work TPG01 CON 160 Task 2 160 Name Type Cost Element JAN FEB Licenses Cost 417000 50,000 Summary A 50,000 Transferforecast hours per team member and per period
  • 56. Consulting | Solutions | Products | Training SCENARIO 2: Sync Work and Cost Forecasts from PPM to SAP SAP TPG PSLink ActivityInput TEXT PLAN UNIT TOTAL JAN 176 HUR 17.600 FEB 160 HUR 16.000 WBS Element TPG-499.1 SenderCost Ctr TPG01 Sender AType CON Name SAPWBS WBS Nr Resources JAN FEB PROJECT X TPG-499 Summary A Yes TPR-499.1 Licenses Task 1 No Jim Task 2 No Carina Name Type CostCenter Activity Type JAN FEB Jim Work TPG01 CON 176 Task 1 176 Carina Work TPG01 CON 160 Task 2 160 Name Type Cost Element JAN FEB Licenses Cost 417000 50,000 Summary A 50,000 Transferforecast hours per team member and per period Transferforecast costs per cost element and period
  • 57. Consulting | Solutions | Products | Training SCENARIO 2: Sync Work and Cost Forecasts from PPM to SAP SAP TPG PSLink ActivityInput TEXT PLAN UNIT TOTAL JAN 176 HUR 17.600 FEB 160 HUR 16.000 WBS Element TPG-499.1 SenderCost Ctr TPG01 Sender AType CON Name SAPWBS WBS Nr Resources JAN FEB PROJECT X TPG-499 Summary A Yes TPR-499.1 Licenses Task 1 No Jim Task 2 No Carina Name Type CostCenter Activity Type JAN FEB Jim Work TPG01 CON 176 Task 1 176 Carina Work TPG01 CON 160 Task 2 160 Name Type Cost Element JAN FEB Licenses Cost 417000 50,000 Summary A 50,000 Primary Cost WBS Element TPG-499.1 Cost Element 417000 Transferforecast hours per team member and per period Transferforecast costs per cost element and period
  • 58. Consulting | Solutions | Products | Training SCENARIO 2: Sync Work and Cost Forecasts from PPM to SAP SAP TPG PSLink ActivityInput TEXT PLAN UNIT TOTAL JAN 176 HUR 17.600 FEB 160 HUR 16.000 WBS Element TPG-499.1 SenderCost Ctr TPG01 Sender AType CON Name SAPWBS WBS Nr Resources JAN FEB PROJECT X TPG-499 Summary A Yes TPR-499.1 Licenses Task 1 No Jim Task 2 No Carina Name Type CostCenter Activity Type JAN FEB Jim Work TPG01 CON 176 Task 1 176 Carina Work TPG01 CON 160 Task 2 160 Name Type Cost Element JAN FEB Licenses Cost 417000 50,000 Summary A 50,000 Primary Cost TEXT TOTAL PLAN COST JAN FEB 50,000 WBS Element TPG-499.1 Cost Element 417000 Transferforecast hours per team member and per period Transferforecast costs per cost element and period
  • 59. Consulting | Solutions | Products | Training SCENARIO 2: Sync Work and Cost Forecasts from PPM to SAP SAP TPG PSLink ActivityInput TEXT PLAN UNIT TOTAL JAN 176 HUR 17.600 FEB 160 HUR 16.000 WBS Element TPG-499.1 SenderCost Ctr TPG01 Sender AType CON Name SAPWBS WBS Nr Resources JAN FEB PROJECT X TPG-499 Summary A Yes TPR-499.1 Licenses Task 1 No Jim Task 2 No Carina Name Type CostCenter Activity Type JAN FEB Jim Work TPG01 CON 176 Task 1 176 Carina Work TPG01 CON 160 Task 2 160 Name Type Cost Element JAN FEB Licenses Cost 417000 50,000 Summary A 50,000 Primary Cost TEXT TOTAL PLAN COST JAN FEB 50,000 WBS Element TPG-499.1 Cost Element 417000 Period-related transfer of project elements to SAP elements Transferforecast hours per team member and per period Transferforecast costs per cost element and period
  • 60. Consulting | Solutions | Products | Training TPG PSLink Use Cases with SAP Sync project and WBS data from PPM to SAP Use Case 1 Sync work and cost forecasts from PPM to SAP Use Case 2 Sync actual work from PPM to SAP Use Case 3 Sync actual work from SAP CATS to PPM Use Case 4 Sync actual costs from SAP to PPM Use Case 5
  • 61. Consulting | Solutions | Products | Training SCENARIO 3: Sync Actual Work from PPM to SAP SAP TPG PSLink
  • 62. Consulting | Solutions | Products | Training SCENARIO 3: Sync Actual Work from PPM to SAP SAP TPG PSLink Name SAPWBS WBS Nr Resources JAN FEB PROJECT X TPG-499 Summary A Yes TPR-499.1 Licenses Task 1 No Jim Task 2 No Carina SummaryB Yes TPR-499.2 Task 3 No Carina Project Builder PROJECT X TPG-499 01/01 04/30 Summary A TPG-499.1 01/01 02/28 Summary B TPG-499.2 02/01 03/31 ... Set upproject and WBS structure
  • 63. Consulting | Solutions | Products | Training SCENARIO 3: Sync Actual Work from PPM to SAP SAP TPG PSLink Name SAPWBS WBS Nr Resources JAN FEB PROJECT X TPG-499 Summary A Yes TPR-499.1 Licenses Task 1 No Jim Task 2 No Carina SummaryB Yes TPR-499.2 Task 3 No Carina Name Mon 02/07 Tue 02/08 Wed 02/09 Thu 02/10 Fri 02/11 Summary A 8 9 6 4 Task 2 8 9 6 4 Summary B 2 5 7 Task 3 2 5 7 Project Builder PROJECT X TPG-499 01/01 04/30 Summary A TPG-499.1 01/01 02/28 Summary B TPG-499.2 02/01 03/31 ... Carina´sTimesheet Set upproject and WBS structure
  • 64. Consulting | Solutions | Products | Training SCENARIO 3: Sync Actual Work from PPM to SAP SAP TPG PSLink Name SAPWBS WBS Nr Resources JAN FEB PROJECT X TPG-499 Summary A Yes TPR-499.1 Licenses Task 1 No Jim Task 2 No Carina SummaryB Yes TPR-499.2 Task 3 No Carina Name Mon 02/07 Tue 02/08 Wed 02/09 Thu 02/10 Fri 02/11 Summary A 8 9 6 4 Task 2 8 9 6 4 Summary B 2 5 7 Task 3 2 5 7 Project Builder PROJECT X TPG-499 01/01 04/30 Summary A TPG-499.1 01/01 02/28 Summary B TPG-499.2 02/01 03/31 ... Carina´sTimesheet Set upproject and WBS structure Transfer actual work to CATS on WBS elements per resource
  • 65. Consulting | Solutions | Products | Training SCENARIO 3: Sync Actual Work from PPM to SAP SAP TPG PSLink Name SAPWBS WBS Nr Resources JAN FEB PROJECT X TPG-499 Summary A Yes TPR-499.1 Licenses Task 1 No Jim Task 2 No Carina SummaryB Yes TPR-499.2 Task 3 No Carina Name Mon 02/07 Tue 02/08 Wed 02/09 Thu 02/10 Fri 02/11 Summary A 8 9 6 4 Task 2 8 9 6 4 Summary B 2 5 7 Task 3 2 5 7 Project Builder PROJECT X TPG-499 01/01 04/30 Summary A TPG-499.1 01/01 02/28 Summary B TPG-499.2 02/01 03/31 ... Carina´sTimesheet CATS User Name Carina EmployeeNumber 82502 Set upproject and WBS structure Transfer actual work to CATS on WBS elements per resource
  • 66. Consulting | Solutions | Products | Training SCENARIO 3: Sync Actual Work from PPM to SAP SAP TPG PSLink Name SAPWBS WBS Nr Resources JAN FEB PROJECT X TPG-499 Summary A Yes TPR-499.1 Licenses Task 1 No Jim Task 2 No Carina SummaryB Yes TPR-499.2 Task 3 No Carina Name Mon 02/07 Tue 02/08 Wed 02/09 Thu 02/10 Fri 02/11 Summary A 8 9 6 4 Task 2 8 9 6 4 Summary B 2 5 7 Task 3 2 5 7 Project Builder PROJECT X TPG-499 01/01 04/30 Summary A TPG-499.1 01/01 02/28 Summary B TPG-499.2 02/01 03/31 ... Carina´sTimesheet CATS WBS Element 02/07 02/08 02/09 02/10 02/11 TPG-499.1 8 9 6 4 TPG-499.2 2 5 7 User Name Carina EmployeeNumber 82502 Set upproject and WBS structure Transfer actual work to CATS on WBS elements per resource
  • 67. Consulting | Solutions | Products | Training SCENARIO 3: Sync Actual Work from PPM to SAP SAP TPG PSLink Name SAPWBS WBS Nr Resources JAN FEB PROJECT X TPG-499 Summary A Yes TPR-499.1 Licenses Task 1 No Jim Task 2 No Carina SummaryB Yes TPR-499.2 Task 3 No Carina Name Mon 02/07 Tue 02/08 Wed 02/09 Thu 02/10 Fri 02/11 Summary A 8 9 6 4 Task 2 8 9 6 4 Summary B 2 5 7 Task 3 2 5 7 Project Builder PROJECT X TPG-499 01/01 04/30 Summary A TPG-499.1 01/01 02/28 Summary B TPG-499.2 02/01 03/31 ... Carina´sTimesheet CATS WBS Element 02/07 02/08 02/09 02/10 02/11 TPG-499.1 8 9 6 4 TPG-499.2 2 5 7 User Name Carina EmployeeNumber 82502 Aggregate actual work in PPM onto WBS elements, transfer each resource to CATS Set upproject and WBS structure Transfer actual work to CATS on WBS elements per resource
  • 68. Consulting | Solutions | Products | Training TPG PSLink Use Cases with SAP Sync project and WBS data from PPM to SAP Use Case 1 Sync work and cost forecasts from PPM to SAP Use Case 2 Sync actual work from PPM to SAP Use Case 3 Sync actual work from SAP CATS to PPM Use Case 4 Sync actual costs from SAP to PPM Use Case 5
  • 69. Consulting | Solutions | Products | Training SCENARIO 4: Sync Actual Work from CATS to PPM SAP TPG PSLink
  • 70. Consulting | Solutions | Products | Training SCENARIO 4: Sync Actual Work from CATS to PPM SAP TPG PSLink Name SAPWBS WBS Nr Resources JAN FEB PROJECT X TPG-499 Summary A Yes TPR-499.1 Licenses Task 1 Yes TPR-499.1.1 Jim Task 2 Yes TPR-499.1.2 Carina SummaryB Yes TPR-499.2 Task 3 Yes TPR-499.2.1 Carina Project Builder Create project structure 1:1 with all tasks
  • 71. Consulting | Solutions | Products | Training SCENARIO 4: Sync Actual Work from CATS to PPM SAP TPG PSLink Name SAPWBS WBS Nr Resources JAN FEB PROJECT X TPG-499 Summary A Yes TPR-499.1 Licenses Task 1 Yes TPR-499.1.1 Jim Task 2 Yes TPR-499.1.2 Carina SummaryB Yes TPR-499.2 Task 3 Yes TPR-499.2.1 Carina Project Builder PROJECT X TPG-499 01/01 04/30 Summary A TPG-499.1 01/01 02/28 Task 1 TPG-499.1.1 01/01 01/31 Task 2 TPG-499.1.2 02/01 02/28 Summary B TPG-499.2 02/01 03/31 Task 3 TPG-499.2.1 02/01 02/28 Create project structure 1:1 with all tasks
  • 72. Consulting | Solutions | Products | Training SCENARIO 4: Sync Actual Work from CATS to PPM SAP TPG PSLink Name SAPWBS WBS Nr Resources JAN FEB PROJECT X TPG-499 Summary A Yes TPR-499.1 Licenses Task 1 Yes TPR-499.1.1 Jim Task 2 Yes TPR-499.1.2 Carina SummaryB Yes TPR-499.2 Task 3 Yes TPR-499.2.1 Carina Project Builder PROJECT X TPG-499 01/01 04/30 Summary A TPG-499.1 01/01 02/28 Task 1 TPG-499.1.1 01/01 01/31 Task 2 TPG-499.1.2 02/01 02/28 Summary B TPG-499.2 02/01 03/31 Task 3 TPG-499.2.1 02/01 02/28 CATS WBS Element 02/07 02/08 02/09 02/10 02/10 TPG-499.1.2 8 9 6 4 TPG-499.2.1 2 5 7 User Name Carina EmployeeNumber 82502 Create project structure 1:1 with all tasks
  • 73. Consulting | Solutions | Products | Training SCENARIO 4: Sync Actual Work from CATS to PPM SAP TPG PSLink Name SAPWBS WBS Nr Resources JAN FEB PROJECT X TPG-499 Summary A Yes TPR-499.1 Licenses Task 1 Yes TPR-499.1.1 Jim Task 2 Yes TPR-499.1.2 Carina SummaryB Yes TPR-499.2 Task 3 Yes TPR-499.2.1 Carina Project Builder PROJECT X TPG-499 01/01 04/30 Summary A TPG-499.1 01/01 02/28 Task 1 TPG-499.1.1 01/01 01/31 Task 2 TPG-499.1.2 02/01 02/28 Summary B TPG-499.2 02/01 03/31 Task 3 TPG-499.2.1 02/01 02/28 CATS WBS Element 02/07 02/08 02/09 02/10 02/10 TPG-499.1.2 8 9 6 4 TPG-499.2.1 2 5 7 User Name Carina EmployeeNumber 82502 Create project structure 1:1 with all tasks Sync actual work from CATS to PPM timesheet
  • 74. Consulting | Solutions | Products | Training SCENARIO 4: Sync Actual Work from CATS to PPM SAP TPG PSLink Name SAPWBS WBS Nr Resources JAN FEB PROJECT X TPG-499 Summary A Yes TPR-499.1 Licenses Task 1 Yes TPR-499.1.1 Jim Task 2 Yes TPR-499.1.2 Carina SummaryB Yes TPR-499.2 Task 3 Yes TPR-499.2.1 Carina Name Mon 02/07 Tue 02/08 Wed 02/09 Thu 02/10 Fri 02/11 Summary A 8 9 6 4 Task 2 8 9 6 4 Summary B 2 5 7 Task 3 2 5 7 Project Builder PROJECT X TPG-499 01/01 04/30 Summary A TPG-499.1 01/01 02/28 Task 1 TPG-499.1.1 01/01 01/31 Task 2 TPG-499.1.2 02/01 02/28 Summary B TPG-499.2 02/01 03/31 Task 3 TPG-499.2.1 02/01 02/28 Carina´sTimesheet CATS WBS Element 02/07 02/08 02/09 02/10 02/10 TPG-499.1.2 8 9 6 4 TPG-499.2.1 2 5 7 User Name Carina EmployeeNumber 82502 Create project structure 1:1 with all tasks Sync actual work from CATS to PPM timesheet
  • 75. Consulting | Solutions | Products | Training SCENARIO 4: Sync Actual Work from CATS to PPM SAP TPG PSLink Name SAPWBS WBS Nr Resources JAN FEB PROJECT X TPG-499 Summary A Yes TPR-499.1 Licenses Task 1 Yes TPR-499.1.1 Jim Task 2 Yes TPR-499.1.2 Carina SummaryB Yes TPR-499.2 Task 3 Yes TPR-499.2.1 Carina Name Mon 02/07 Tue 02/08 Wed 02/09 Thu 02/10 Fri 02/11 Summary A 8 9 6 4 Task 2 8 9 6 4 Summary B 2 5 7 Task 3 2 5 7 Project Builder PROJECT X TPG-499 01/01 04/30 Summary A TPG-499.1 01/01 02/28 Task 1 TPG-499.1.1 01/01 01/31 Task 2 TPG-499.1.2 02/01 02/28 Summary B TPG-499.2 02/01 03/31 Task 3 TPG-499.2.1 02/01 02/28 Carina´sTimesheet CATS WBS Element 02/07 02/08 02/09 02/10 02/10 TPG-499.1.2 8 9 6 4 TPG-499.2.1 2 5 7 User Name Carina EmployeeNumber 82502 Record actual work in CATS and transfer it 1:1 to PPM Create project structure 1:1 with all tasks Sync actual work from CATS to PPM timesheet
  • 76. Consulting | Solutions | Products | Training
  • 77. Consulting | Solutions | Products | Training TPG PSLink Use Cases with SAP Sync project and WBS data from PPM to SAP Use Case 1 Sync work and cost forecasts from PPM to SAP Use Case 2 Sync actual work from PPM to SAP Use Case 3 Sync actual work from SAP CATS to PPM Use Case 4 Sync actual costs from SAP to PPM Use Case 5
  • 78. Consulting | Solutions | Products | Training SCENARIO 5: Sync Actual Costs from SAP to PPM SAP TPG PSLink
  • 79. Consulting | Solutions | Products | Training SCENARIO 5: Sync Actual Costs from SAP to PPM SAP TPG PSLink Name SAPWBS WBS Nr Resources JAN FEB PROJECT X TPG-499 Summary A Yes TPG-499.1 Licenses Task 1 No Jim Task 2 No Carina
  • 80. Consulting | Solutions | Products | Training SCENARIO 5: Sync Actual Costs from SAP to PPM SAP TPG PSLink Name SAPWBS WBS Nr Resources JAN FEB PROJECT X TPG-499 Summary A Yes TPG-499.1 Licenses Task 1 No Jim Task 2 No Carina Name Type Cost Element JAN FEB Licenses Cost 417000 50,000 Summary A Planned 50,000
  • 81. Consulting | Solutions | Products | Training SCENARIO 5: Sync Actual Costs from SAP to PPM SAP TPG PSLink INVOICE Date 02/18/2014 LicensesServer20,000 LicensesClients25,000 Total45,000 Name SAPWBS WBS Nr Resources JAN FEB PROJECT X TPG-499 Summary A Yes TPG-499.1 Licenses Task 1 No Jim Task 2 No Carina Name Type Cost Element JAN FEB Licenses Cost 417000 50,000 Summary A Planned 50,000
  • 82. Consulting | Solutions | Products | Training SCENARIO 5: Sync Actual Costs from SAP to PPM SAP TPG PSLink INVOICE Date 02/18/2014 LicensesServer20,000 LicensesClients25,000 Total45,000 Name SAPWBS WBS Nr Resources JAN FEB PROJECT X TPG-499 Summary A Yes TPG-499.1 Licenses Task 1 No Jim Task 2 No Carina Name Type Cost Element JAN FEB Licenses Cost 417000 50,000 Summary A Planned 50,000 CO Document FIELD VALUE WBS Element TPG-499.1 CostElement 417000 CO Value 45,000 Document Number TPG-499.1 Posting Date 02/22/2014 Document Date 02/18/2014
  • 83. Consulting | Solutions | Products | Training SCENARIO 5: Sync Actual Costs from SAP to PPM SAP TPG PSLink INVOICE Date 02/18/2014 LicensesServer20,000 LicensesClients25,000 Total45,000 Name SAPWBS WBS Nr Resources JAN FEB PROJECT X TPG-499 Summary A Yes TPG-499.1 Licenses Task 1 No Jim Task 2 No Carina Name Type Cost Element JAN FEB Licenses Cost 417000 50,000 Summary A Planned 50,000 CO Document FIELD VALUE WBS Element TPG-499.1 CostElement 417000 CO Value 45,000 Document Number TPG-499.1 Posting Date 02/22/2014 Document Date 02/18/2014 Sync cost elements per period
  • 84. Consulting | Solutions | Products | Training SCENARIO 5: Sync Actual Costs from SAP to PPM SAP TPG PSLink INVOICE Date 02/18/2014 LicensesServer20,000 LicensesClients25,000 Total45,000 Name SAPWBS WBS Nr Resources JAN FEB PROJECT X TPG-499 Summary A Yes TPG-499.1 Licenses Task 1 No Jim Task 2 No Carina Name Type Cost Element JAN FEB Licenses Cost 417000 50,000 Summary A Planned 50,000 CO Document FIELD VALUE WBS Element TPG-499.1 CostElement 417000 CO Value 45,000 Document Number TPG-499.1 Posting Date 02/22/2014 Document Date 02/18/2014 Actual 45,000 Sync cost elements per period
  • 85. Consulting | Solutions | Products | Training SCENARIO 5: Sync Actual Costs from SAP to PPM SAP TPG PSLink INVOICE Date 02/18/2014 LicensesServer20,000 LicensesClients25,000 Total45,000 Name SAPWBS WBS Nr Resources JAN FEB PROJECT X TPG-499 Summary A Yes TPG-499.1 Licenses Task 1 No Jim Task 2 No Carina Name Type Cost Element JAN FEB Licenses Cost 417000 50,000 Summary A Planned 50,000 CO Document FIELD VALUE WBS Element TPG-499.1 CostElement 417000 CO Value 45,000 Document Number TPG-499.1 Posting Date 02/22/2014 Document Date 02/18/2014 Actual 45,000 Allocate billing figures from SAP as actual costs to cost and PSP element in PPM Sync cost elements per period
  • 86. Consulting | Solutions | Products | Training TPG PSLink®–Overview of Benefits Integrate your PPM system with your ERP system to achieve better data quality along with simpler PM processes. 1
  • 87. Consulting | Solutions | Products | Training TPG PSLink®–Overview of Benefits Integrate your PPM system with your ERP system to achieve better data quality along with simpler PM processes. Ensure data consistency across different systems and eliminate the need to duplicate data administration. 1 2
  • 88. Consulting | Solutions | Products | Training TPG PSLink®–Overview of Benefits Integrate your PPM system with your ERP system to achieve better data quality along with simpler PM processes. Ensure data consistency across different systems and eliminate the need to duplicate data administration. Benefit from rapid and cost-effective integration of your systems with the assurance that you can extend it whenever and however you require. 1 2 3
  • 89. Consulting | Solutions | Products | Training TPG PSLink®–The security of certification SAP certifiedsince2009
  • 90. Consulting | Solutions | Products | Training TPG PSLink®–Customer Quotes “By integrating Project Server with SAP using TPG PSLink, we have been able to reduce the time needed for our regular budget planning from three man-weeks to one man-day.” Helmut Kölbl, Sr. Program Manager, Harman International "The TPG solution currently automates some of our manual tasks. TPG ProjectLink aggregatesall our detailed Microsoft Project plans into one overall project plan. TPG PSLink then transfers its structure and deadlines to SAP. The cost and work planning data from the detailed plans are directly integrated with SAP via TPG PSLink. This combination of products has made everything easier for us." Reiner Schwarz, Project Planning,Airbus Defence & Space More TPG PSLinkcustomer references
  • 91. Consulting | Solutions | Products | Training TPG The Project Group –International Subsidiaries TPG Germany Destouchesstr. 68 D-80796 Munich Tel: +49 (89) 615593-30info@theprojectgroup.com TPG United Kingdom3rd Floor, 14 Hanover Street, Hanover Square, London, W1S 1YHGreat BritainTel: +44 8443350368UK@theprojectgroup.com TPG AfricaRoute 21, Corporate Parkc/o Nellmapius & Goedehoop DriveIrene | South AfricaTel: +27 12 345 3518 Africa@theprojectgroup.com TPG Austria, CEEMooslackengasse17A-1190 ViennaTel: +43 (1) 23060 3145 Austria@theprojectgroup.com TPG SwitzerlandChristoph Merian-Ring 11 4153 ReinachBL Tel.: +41 (61) 711 33 11 Switzerland@theprojectgroup.com TPG America –Westcoast1 SansomeStreet, 35th Floor PMB# 115, San Francisco, CA 94104USA Tel: +1 800 804 0646America@theprojectgroup.com TPG America –Canada1200 McGill College Ave., Suite 1100, Montreal, QB H3B 4G7 CanadaTel: +1 514 418 2537 America@theprojectgroup.com Subsidiary America2500 York Road, Suite 115 Jamison, PA 18929USA Tel: +1 800 804 0646America@theprojectgroup.com Subsidiary Spainc/ Santa Maria, 26, baixos 17820 Banyoles, Girona, Spain Tel.: +34 872 208 003Spain@theprojectgroup.com
  • 92. Consulting | Solutions | Products | Training