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Assisting Companies Leverage
Investments in SAP Solutions
March 30th, 2010
Copyrighted 2010 by LeverX, Inc.
Page 1
SAP cProjects and SAP DMS Integration
Presented by Eric Stajda
PLM Practice Director, LeverX
Webinar Series
Assisting Companies Leverage
Investments in SAP Solutions
Agenda
SAP cProjects and Easy DMS Integrated Scenario
Live Demo
Questions
2010 Copyrighted by LeverX, Inc. Page 2
Assisting Companies Leverage
Investments in SAP Solutions
2010 Copyrighted by LeverX, Inc. Page 3
SAP cProject and Easy DMS Integrated Scenario
When to Consider SAP DMS-cProjects Integration
If you are already using the DMS and you want to have
access to existing DMS documents via Project
elements
If you want to exchange your documents between the
SAP system and cProjects
If you want to add further functions beyond what is
available in the “Documents” tab of cProjects
Control, Classification, Linking, etc.
If you want to map your project structure using the
DMS document structure
Assisting Companies Leverage
Investments in SAP Solutions
2010 Copyrighted by LeverX, Inc. Page 4
Project Document Management
Check List
Item 1
Item 2
Item 3
Task
Task
Phase
Project Definition
SAP - DMS
Document
Role
Assisting Companies Leverage
Investments in SAP Solutions
2010 Copyrighted by LeverX, Inc. Page 5
Documents Linking Process (cProjects side)
Select the Project Element
Project Definition
Phase
Task
Checklist/ Checklist Item
Select the Link Type
Without Template
With template
Existing document
Select the Document Type
and Name
Assisting Companies Leverage
Investments in SAP Solutions
2010 Copyrighted by LeverX, Inc. Page 6
SAP DMS – SAP cProjects
Once Link is created Documents can be transferred between SAP
cProjects and SAP DMS
Resource authorized ton the Project Element to at least View can see
the Document/Link
Assisting Companies Leverage
Investments in SAP Solutions
2010 Copyrighted by LeverX, Inc. Page 7
Documents Linking Process (SAP DMS side)
Log into SAP Easy-DMS
Open a explorer type window
where u can search for a
specific folder
Once the type of document is
selected you can enter
various fields to search and
sort
Click Search
Assisting Companies Leverage
Investments in SAP Solutions
2010 Copyrighted by LeverX, Inc. Page 8
Document Linking Process (SAP DMS side)
From the list find the folder
associated to the cProject
Project
The folder structure is now
displayed and can be edited
and desired
The folder structure
appears as is on SAP
cProject side
Assisting Companies Leverage
Investments in SAP Solutions
Agenda
SAP cProjects and Easy DMS Integrated Scenario
Live Demo
Questions
2010 Copyrighted by LeverX, Inc. Page 9
Assisting Companies Leverage
Investments in SAP Solutions
2010 Copyrighted by LeverX, Inc. Page 10
Live Demo
Demo
Assisting Companies Leverage
Investments in SAP Solutions
SAP cProjects and DMS Pilot Project
LeverX offers a number of pilot projects to get you up and running quickly
Value proposition of pilot quickly evaluate functionality for bringing
internal staff up to speed on functionality and decide on how it can be further
utilized
SAP DMS Pilot Project
SAP cProjects Pilot Project
SAP cProjects and SAP DMS integration Pilot Project
Pilot Project includes the following:
Server sizing and architecture discussion
Setup of the SAP cProjects software in environment
Integration of backend SAP system to SAP cProjects.
Training on utilizing out of the box functionality
Basic requirements gathering and planning
Evaluation of effort for any required enhancements
Roadmap for taking implementation beyond pilot stage
Does not require fulltime commitment from internal staff
Copyrighted 2010 by LeverX, Inc. Page 11
Assisting Companies Leverage
Investments in SAP Solutions
Agenda
SAP cProjects and Easy DMS Integrated Scenario
Live Demo
Questions
2010 Copyrighted by LeverX, Inc. Page 12
Assisting Companies Leverage
Investments in SAP Solutions
Questions & Contact Information
Website: www.LeverX.com
Copyrighted 2010 by LeverX, Inc. Page 13

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Integrating SAP EasyDMS With cProjects

  • 1. Assisting Companies Leverage Investments in SAP Solutions March 30th, 2010 Copyrighted 2010 by LeverX, Inc. Page 1 SAP cProjects and SAP DMS Integration Presented by Eric Stajda PLM Practice Director, LeverX Webinar Series
  • 2. Assisting Companies Leverage Investments in SAP Solutions Agenda SAP cProjects and Easy DMS Integrated Scenario Live Demo Questions 2010 Copyrighted by LeverX, Inc. Page 2
  • 3. Assisting Companies Leverage Investments in SAP Solutions 2010 Copyrighted by LeverX, Inc. Page 3 SAP cProject and Easy DMS Integrated Scenario When to Consider SAP DMS-cProjects Integration If you are already using the DMS and you want to have access to existing DMS documents via Project elements If you want to exchange your documents between the SAP system and cProjects If you want to add further functions beyond what is available in the “Documents” tab of cProjects Control, Classification, Linking, etc. If you want to map your project structure using the DMS document structure
  • 4. Assisting Companies Leverage Investments in SAP Solutions 2010 Copyrighted by LeverX, Inc. Page 4 Project Document Management Check List Item 1 Item 2 Item 3 Task Task Phase Project Definition SAP - DMS Document Role
  • 5. Assisting Companies Leverage Investments in SAP Solutions 2010 Copyrighted by LeverX, Inc. Page 5 Documents Linking Process (cProjects side) Select the Project Element Project Definition Phase Task Checklist/ Checklist Item Select the Link Type Without Template With template Existing document Select the Document Type and Name
  • 6. Assisting Companies Leverage Investments in SAP Solutions 2010 Copyrighted by LeverX, Inc. Page 6 SAP DMS – SAP cProjects Once Link is created Documents can be transferred between SAP cProjects and SAP DMS Resource authorized ton the Project Element to at least View can see the Document/Link
  • 7. Assisting Companies Leverage Investments in SAP Solutions 2010 Copyrighted by LeverX, Inc. Page 7 Documents Linking Process (SAP DMS side) Log into SAP Easy-DMS Open a explorer type window where u can search for a specific folder Once the type of document is selected you can enter various fields to search and sort Click Search
  • 8. Assisting Companies Leverage Investments in SAP Solutions 2010 Copyrighted by LeverX, Inc. Page 8 Document Linking Process (SAP DMS side) From the list find the folder associated to the cProject Project The folder structure is now displayed and can be edited and desired The folder structure appears as is on SAP cProject side
  • 9. Assisting Companies Leverage Investments in SAP Solutions Agenda SAP cProjects and Easy DMS Integrated Scenario Live Demo Questions 2010 Copyrighted by LeverX, Inc. Page 9
  • 10. Assisting Companies Leverage Investments in SAP Solutions 2010 Copyrighted by LeverX, Inc. Page 10 Live Demo Demo
  • 11. Assisting Companies Leverage Investments in SAP Solutions SAP cProjects and DMS Pilot Project LeverX offers a number of pilot projects to get you up and running quickly Value proposition of pilot quickly evaluate functionality for bringing internal staff up to speed on functionality and decide on how it can be further utilized SAP DMS Pilot Project SAP cProjects Pilot Project SAP cProjects and SAP DMS integration Pilot Project Pilot Project includes the following: Server sizing and architecture discussion Setup of the SAP cProjects software in environment Integration of backend SAP system to SAP cProjects. Training on utilizing out of the box functionality Basic requirements gathering and planning Evaluation of effort for any required enhancements Roadmap for taking implementation beyond pilot stage Does not require fulltime commitment from internal staff Copyrighted 2010 by LeverX, Inc. Page 11
  • 12. Assisting Companies Leverage Investments in SAP Solutions Agenda SAP cProjects and Easy DMS Integrated Scenario Live Demo Questions 2010 Copyrighted by LeverX, Inc. Page 12
  • 13. Assisting Companies Leverage Investments in SAP Solutions Questions & Contact Information Website: www.LeverX.com Copyrighted 2010 by LeverX, Inc. Page 13