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EPM_SAP_Integration_TPG_PSLink_FirstON
- 1. 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
- 2. 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
- 3. 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
- 4. TPG W ld id S b idi i
Worldwide Subsidiaries and P t
d Partners
© The Project Group GmbH Slide 4
- 5. 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
- 7. Why linking SAP with Microsoft EPM?
© TPG The Project Group GmbH Slide 7
- 8. 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
- 9. 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
- 10. 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
- 12. Integration levels of Enterprise Projects
and Core Processes
Enterprise 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
- 13. Roles and Tools within Project Life Cycle
R l dT l ithi P j t Lif C l
© The Project Group GmbH Slide 13
- 14. Important Questions to Ask Upfront (1/3)
Project Server
Which data should be exchanged?
????
Resources, schedules, work,
costs, budgets, actuals,
material,
material long text …
????
SAP
Project Client
© The Project Group GmbH Slide 14
- 15. 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
- 16. 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
- 17. 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
- 19. 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
- 20. 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
- 21. 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
- 22. 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
- 25. 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
- 26. 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
- 27. 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
- 28. 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
- 29. Scenario 2: M
S i 2 Mapping options
i ti
1:1 high level
1 1 hi h l l No direct t k
N di t task
mapping mapping
© The Project Group GmbH Slide 29
- 30. 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
- 31. 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
- 33. 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
- 34. 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
- 35. 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
- 36. Scenario 8: Exchange any data to any RFC
SAP (any module) TPG PSLink Microsoft Project
EPM or SharePoint
Any data with any
BAPI /RFC
© The Project Group GmbH Slide 36
- 39. TPG PSLink architecture
PSLi k hit t
PSLink Server Framework
SAP R/3 Basic services
BAPI/RF or Net
(session handling, logging, user rights etc.) MSP Server
ECC 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
- 40. TPG PSLink architecture
PSLi k hit t
PSLink Server Framework Microsoft
Project Server
j
Basic
B i services
i
2003, 2007
SAP R/3 SAP Access or 2010
ECC 6.0 Framework TPG Project
Connectors Access
Other Framework
3rd 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
- 41. 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
- 42. 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 d
St
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
- 44. 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
- 45. 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
- 46. 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