Download - Case Studies EPM-SAP Integration PTB04 SG
Case studies on Microsoft Project EPM – SAP Integration Stavros Georgantzis, Thomas Henkelmann
The Project Group GmbH
Agenda
About TPGSome Backgrounds: Project Management in SAP
SAP R/3 and Enterprise: The PS ModuleSAP PLM (cProjects) SAP xRPM
Technologies for integration with SAPIntegration possibilities with Microsoft Project as the leading PM system
Example 1 Project oriented organization (Engineering)Example 2 Matrix organization (Household appliances)Example 3 Multinational project organization (Automotive)
About TPG The Project Group
Based in Unterhaching near Munich
Business focus: Project Management and Project Management Software
Services: Consulting and Training
Software Development
Software Implementation
Software focus: Microsoft Project, MSP AddOns and SAP integration
Some of our customers …Airport Munich (Project EPM Consulting, Construction solutions)ATLAS Elektronik (Project EPM Consulting, PSLink and TeamLink Pilot)AUDI (Project EPM Consulting)Bosch Siemens household appliances (Project EPM Consulting)Cognis special chemistry (Project EPM Consulting, PSLink Pilot)Cologne Transport Services (PSLink)DaimlerChrysler (Project EPM Consulting & Training)ELTA Systems – Israelian Aircraft Industry (PSLink)Felsomat engineering automation (Project EPM Consulting, PSLink)GE CompuNet (PSLink)Irish Rail (Project EPM Consulting, PSLink)Keiper Recaro car seats (PSLink)MAN Power Plant division (Project EPM Consulting, PSLink)Miele household appliances (Project EPM Consulting, PSLink and TeamLink)Roche Diagnostics (EPM Consulting)SAP AG (Project EPM Consulting & Training, PSLink HR integration)Siemens VDO Automotive (PSLink)TechData (Project EPM Consulting & Training)…
TPG partners..
Bogdanov assoc., Russia
diventis, Switzerland
Fulcrum, South Africa
M7, France
MATAN, Israel
Project Management with SAP
PM in SAP – 3 approaches
SAP R/3 and SAP Enterprise (Core) consists of different modules COFIPS...
SAP Enterprise provides also the Enterprise extensionsTravel extensionsHR extensionsPLM (Product Life Cycle Management)...
SAP xAppsBased on Business WarehouseCross functional integration, processes and reportingxRPM, xPD, xM&A, Employee Productivity Suite ...
SAP PS module
Provides similar functionality to Microsoft Project
Deep integration to other modules (CO, HR, FI ...)
Addresses primarily Project Manager and Project Controller
cProjects
Part of PLM (Product LifeCycle Management)
„Next Generation“ of PS
Linked to PS and other modules
xRPM
Top Level consolidation
Integrates data from different sources
Reporting, portfolio planning and resource capacity management
xRPM: Architecture Overview
MySAP MySAP FIFI
MySAP MySAP PSPS
MySAP MySAP HRHR
Microsoft Microsoft Project EPMProject EPM
OtherOtherSourcesSources
SAP xRPM SAP xRPM CoreCore
SAP Business SAP Business WarehouseWarehouse
SAP Enterprise Portal 5.0SAP Enterprise Portal 5.0
Using SAP PM solutions
Pros
Rich functionality
Detailed, status based business rules
Company wide, control, integrated reports
High Level Consolidation
Cons
User interface still not adopted
Not flexible enough (e.g. work offline, user defined customizing)
Enterprise features not easy to use (esp. for PMOs)
EPM scenarios difficult to deploy
Microsoft Project EPM Server Microsoft Project EPM Server (diff departments, sites etc.)(diff departments, sites etc.)
Putting the pieces together
SAP R/3 / Enterprise SAP R/3 / Enterprise with PS or cProjectswith PS or cProjects
(e.g. diff. country locations)(e.g. diff. country locations)
PMOPMOProject ManagerProject ManagerTeam MemberTeam Member
ManagerManagerControllerController
Dept. Leader Dept. Leader
SAP xRPM SAP xRPM
ManagerManager
SAP integration issues
Leading PM system …SAP or Microsoft Office Project?Which data are controlled on which system?
Automatic or manual synchronization?Who is working on which system (roles based concept)?How do the components interact with each other?
Technologies for Integration
Overview
Custom solutions based on Microsoft Project ERP Connector
File exchange technology
Developed jointly by Campana & Schott and The Project Group, Germany
OR
Integrated solutions, like PSLink from The Project Group
Overview Microsoft Project ERP Connector
HR importRead resources from XML (name, email etc.)Create, update and delete resourcesUpdate RBS from SAP in enterprise resource pool
Finance data exchange (CO and PS)Create new projects based on CO OrderCreate new projects based on PS WBS structuresGet actuals back to SAP system based on HR personal number and CO order
No mechanism for synchronization, locking, rules check and consistency control
ERP Connector solution starter - Technology
Server to server communication
Based on file transfer (XML)
Defines XML specificationNot SAP specific, but inspired by SAP
Source system can be any other system
More details in session of Eric Schott
Server-based data exchange
SAP
Project Server
Project Professional
Check-In with Create-Flag Create Structure / Project in SAPCheck-In with Synch-Flag Synchronization
• Business rules • Status
administration• SAP selection lists• Controlling data• SAP budget data
Defaults / Selection listsAdministrative Tasks
• Central project data store
• Holds SAP difference analysis tables
• Holds defaults/standards
• Difference analysis• Locking mechanism• Consistency check
Download Project from SAP
Open downloaded SAP project
PSLinkPSLink
Client-based data exchange
SAP
Project Server
Project Professional
Defaults /Selection lists
Synchronization
Create new Structure / Project in SAP
Synchronization Data
• Central project data store
• Hosts SAP difference analysis tables
• Hosts defaults/standards
• Business rules • Status admin• SAP selection lists• Controlling data• SAP Budget data• Difference analysis• Locking mechanism• Consistency check
Download Project from SAP
Save downloaded SAP
Project on Project
Server Administrative Tasks
PSLinkPSLink
Server vs. client based synchronization
Server basedNo direct user-interaction with SAP
Synchronization can be scheduled
Less components and functions are needed on client PCs (however, some functions are required)
Client basedTransfer data on command if necessary
Data exchange control
User-based changes in SAP (“evidence”)
Better data consistency (avoid “last-wins” situations)
Example 1 Project oriented organization
Engineering
Overview
Create project in Microsoft Project based on SAP SD Offer
Upload project to SAP PS
Project executionPlanning of tasks, schedule and resources in MSP
Cost Planning and task tracking in SAP
Automatic over night synchronization with SAP PS and SD
Sales Process
Planning tasks
New OfferProject
Customer Order
ReportingTime and Work Tracking
Automatically create new project in Microsoft Project based on SAP SD offer data
Plan details for offer in Microsoft Project
SAPPS CATS
MS ProjectServerSD Client
Customer Order
Planning tasks
New OfferProject
Customer Order
ReportingTime and Work Tracking
Automatically create new project in SAP PS (from Microsoft Project via PSLink)
SAPSD CATS
MS ProjectServerPS Client
Planning Tasks
Planning tasks
New OfferProject
Customer Order
ReportingTime and Work Tracking
Over night synchronization:Changed Order data from SDCosts from PSSchedule and work changes to SAP
SAPSD CATS
MS ProjectServerPS Client
Tracking
Planning tasks
New OfferProject
Customer Order
ReportingTime and Work Tracking
Over night synchronization:Actuals dates and work from SAP
SAPSD PS CATS
MS ProjectServerClient
Reporting
Planning tasks
New OfferProject
Customer Order
ReportingTime and Work Tracking
Multiproject reports in Microsoft Project Special PSLink reports Controlling reports in SAP
SAPSD CATS
MS ProjectServerClientPS
Example 2 Matrix organization
Manufacturing of household appliances
Overview
Create Project in SAP PS
Project Manager: Task planning and scheduling in Microsoft Project
Team Leader: Detailed planning in Microsoft Project
Tracking in SAP
Reporting in MSP and SAP
Project Creation
Dep. Leader order process
Project Creation – basic data
Create new Project (based on template) in SAP PS
Edit basic data and delete not needed elements
MS ProjectClient Server
Project planning / synchron.
Reporting
SAPCATSPS
Project Planning
Dep. Leader order process
Project Creation – basic data
Download SAP Project into Microsoft Project Server
Synchronize changes with SAP
SAPCATS
MS ProjectServer
Project planning / synchron.
Reporting
PS Client
Dep. Leader negotiation process
Dept Leader negotiation process
Project Creation – basic data
Reporting
Dates and Work request to dept leader Dates and Work offer to project leader Simulations and negotiation process Agreement
MS ProjectServer
Project planning / synchron.
SAPPS CATS Client
Reporting
Dep. Leader negotiation process
Project Creation – basic data
Reporting
Synchronize Microsoft Project with SAP to get reports in both systems
Project planning / synchron.
SAPCATS
MS ProjectServerClientPS
Management / Controlling
Project Manager
Team Leader
PSLink
SAP PS
MS Project
Architecture
Nr. TL-Status
47
48
49
50
25. 28. 01. 04. 07. 10. 13. 16. 19. 22. 25. 28. 31. 03. 06. 09. 12. 15. 18. 21. 24. 27. 30.April 2004 Mai 2004 Juni 2004
Nr. TL-Status
19
20
21
22
23
24
25
25. 28. 01. 04. 07. 10. 13. 16. 19. 22. 25. 28. 31. 03. 06. 09. 12. 15. 18. 21. 24. 27. 30.April 2004 Mai 2004 Juni 2004
TeamLink
ESS / CATS
MS ProjectProject Web Access
Example 3 Multinational project organization
Automotive
Overview
Central synchronization of multiple sites and SAP systems
Microsoft Project is the central planning and tracking tool
SAP and SAP BW are the tools for controlling and central reporting
Central synchronization of distributed SAP systems
New Projects are created in SAP Master system
Automatic Creation of new Projects in Microsoft Project Server
Synchronization of all related sites and SAP systems based on resources’ assignments
Microsoft Project Professional
Microsoft Project Server
Site systems synchronization
Master SAP System
SAP PS 1 SAP PS 2 SAP PS n
MST1MST2WBS1WBS2Task1Task2
SAP HR 1 SAP HR 2 SAP HR n
Project and PSLink databaseWBSMilestonesWork (plan & actual)Costs
Create new projects
Synch
Flag
Synch resources (Admin)
SAP IDs Status
SAP BW Reporting
Create & synch based on assignments
WBS, Milestones, Costs, Work
Extensions
…
Open in
MSP Pro
Q & A