Customer SAP Project System Project Financial Controller Role · PDF fileSAP Project System Project Financial Controller Role Recent Developments and Future Road Map Mario Franz, SAP

SAP Project SystemProject Financial Controller RoleRecent Developments and Future Road MapMario Franz, SAP SE

Customer

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Agenda

• Project System Customer Connection Results

• Project Financial Controller Role in SAP S/4HANA

• Enterprise Portfolio and Project Management Roadmap in SAP S/4HANA

• Appendix


Project System Customer ConnectionOverview

Customer Connection Project SAP Project System (2015):

https://influence.sap.com/PLMPS2015

Direct link to all improvements delivered in this project

Summary Note for PS specific improvements: 2367898

Customer Connection Project ERP Financials 2017:

https://influence.sap.com/Financials2017

Innovation Discovery:

www.sap.com/innovationdiscovery

6717

1715 12

Improvement Requests

Not qualified Rejected Delivered in Wave 1 Delieverd in Wave 2 Others

Timeline



http://www.sap.com/innovationdiscovery


Project System Customer ConnectionDetails 1/3

Budgeting and Availability Control• 2249375 - Customer Connect CO: Exclusion of cutback postings

from JVA in CO availability control• 2249740 - Customer Connect CO: Budgeting of WBS elements

using an RFC-enabled function module• 2249464 - Customer Connect CO: Activation of CO availability

control without budget• 2249403 - Customer Connect CO: User exit for interpretation of

tolerance limits in CO availability control

Settlement Rules• 2316217 - CC2 - D8715: WBS master data and settlement rule• 2365231 - Abrechnungsvorschrift Aufteilungsregeln

Sammelbearbeitung *)

*) Pilot note, further improvements planned within FIN Customer Connection

New report CNSETTLRULE to display settlement rulesfor together with selected master data of project objects


Project System Customer ConnectionDetails 2/3Mass Creation / Status Change• 2321481 - CustConn PS : Mass creation of Projects and WBS

elements• 2330142 - CustConn PS: New transaction for mass status change

.

Change Documents• 2311926 - CC2 - D8662: Status changes in CN60

Business Checks• 2323546 - CustConn PS: Implementation note to check if the

assigned PM/CS orders are already closed before the Project isclosed

• 2225818 - CustConn PS: Validation of Profit Center of Networkand its assigned WBS

• 2230659 - CustConn PS: BADI BADI_PS_NETWORK_STAT_CLSDfor WBS/Activity Checks during status 'CLSD'.

• 2230659 - CustConn PS: BADI BADI_PS_NETWORK_STAT_CLSDfor WBS/Activity Checks during status 'CLSD'. New transaction CNMASSCREATE for mass

creation of projects via Microsoft Excel upload


Project System Customer ConnectionDetails 3/3Usability Improvements• 2329209 - CustConn PS: In the Project Builder there are several errors during Intermediate Save• 2291162 - CC2 - D8663: Export long texts• 2341641 - CustConn Posted actual in workforce planning• 2225995 - CustConn PS: Keyboard Shortcut for Find button in CJ20n• 2232142 - CustConn PS: Find result is not shown at the top of the hierarchy in CJ20n.• 2323171 - CustConn PS: Implementation note for Enabling Sort and filter functionality for Activity overview• 2232851 - CustConn PS: Short description of the work center to be shown as tooltip in activity general data• 2231730 - CustConn PS: Scheduling in the network graphic screen• 2231800 - CustConn Activity confirmation in the network graphic screen• 2230121 - CustConn PS: Resize of Relationship Overview Screen• 2089317 - Applications don't use the full screen

Others• 2232730 - CustConn PS: Project profile specific project types to be shown• 2296458 - CustConn PS: Implementation note for enabling Document management System in Project System Network Header• 2331027 - CustConn PS: Integration of Person Responsible and Applicant No in PS with HR• 2291970 - PS CC2: IR8700 replicate customer fields (Improved PPM-PRO – PS integration)


On-Premise Extensions

Introduction SAP S/4HANA

Cloudedition

On-premiseedition

SAP S/4HANA applications and extensionsinstant insight-driven applications for all lines of business and industries

SAP HANA platformin-memory platform for all data

SAP Fiori UXrole-based user experience for all devices

SAP HANA Cloud Platform

Cloud Extensions

New DigitalApplications

New Applications

Big Data

Internetof Things

Cloud Integration

SAP Ariba

Concur

SAP Fieldglass

SAP Hybris

SAP SuccessFactors

Existing CloudApplications

The Digital Core

An Agile Platform

SAP HANA Cloud Integration

Cloud Platform Technical Services Cloud Platform Database ServicesCloud Platform Business Services


SAP Enterprise Portfolio and Project ManagementBuilding Blocks


SAP Fiori UXaddressing Enterprise Portfolio and Project Management related roles

Enterprise Portfolio and ProjectManagement in SAP S/4HANA

SAP S/4HANA1610 Project SystemProject Financial Control | Project Logistics Control

Available Roles:• SAP Port. and Proj. Mngt. for SAP S/4HANA

• Project Manager

• Project Team Member

• Project Steering Committee Member

• Project Portfolio Manager

• Project Resource Manager

• Program Manager

• Project Management Office Specialist

• SAP Commercial Project Management• Commercial Project Manager

• SAP S/4HANA Project System• Project Financial Controller• Project Logistics Controller

SAP Portfolio and Project Management for SAP S/4HANA is a new product(it is not a legal successor of SAP Portfolio and Project Management for SAP Business Suite)

The classical SAP Portfolio and Project Management for SAP Business Suite is a separate product line and will still be available.

SAP Commercial Project Management 2.0 for SAP S/4HANAManage profitability, project financials and changes during execution

SAP Portfolio and Project Management 1.0 for SAP S/4HANAStrategic portfolio planning and operational project execution

SAP Enterprise Project Connection 3.0Project Management integration

Q4/2016


SAP Enterprise Portfolio and Project ManagementIntroduction

SAP S/4HANAOn-premise Edition

SAP S/4HANACloud Edition

SAP Fiori UX

SAP S/4HANAapplications and extensions

SAP HANA platform

Project System is integral partof SAP S/4HANA Enterprise

ManagementSAP S/4HANA Cloud Edition

for professional services

Integration scenarios e.g. withSAP Portfolio and Project

Management 6.1 oder SAPEnterprise Project Connection

3.0

Cloud scenarios for EnterprisePortfolio and Project Management

planned for 2017

SAP Fiori roadmap for selectedroles in Enterprise Portfolio and

Project Management

SAP Portfolio and ProjectManagement 1.0 for S/4HANAavailable as add-on für SAP

S/4HANA 1610

Simplification and optimization offunctions, processes and data

models

SAP Core Data Services as basisfor new SAP HANA optimized

reporting and embedded analytics

SAP S/4HANAThe Next Generation

Business Suite

WWW.SAP.COM/S4HANA

http://WWW.SAP.COM/S4HANA


Project System as Integral Part of SAP S/4HANAEnterprise Management On-Premise Edition


Project System in SAP S/4HANAOverviewProject controland productdevelopment

Productdevelopmentfoundation

Project logisticscontrol

Project financialscontrolProject financialscontrol

Project logisticscontrolProject logisticscontrol

Project Financial Control | Project Logistics ControlCore Functionalities

SimplificationsCompatibility Pack

(Funtions no longer supported compared to SAP ERP)


SAP Fiori UXaddressing Project Financial Controller and Project Logistics Controller role

Project System inSAP S/4HANA On-Premise Edition

• Enablement of smooth conversion forexisting Project System (PS) customersfrom SAP Business Suite to SAPS/4HANA On-Premise Edition

• Benefit from SAP HANA accelerationsand simplifications/optimizations inFinancial and Logistics applications aswell as DIMP functionality

• Foundation for future simplifications andoptimizations in PS with regard to userexperience and functionality as integralpart of SAP‘s overal Enterprise Portfolioand Project Management strategy

• Reduced complexity by deprecation oflong tail capabilities


Project System in SAP S/4HANASAP Fiori AppsProject controland productdevelopment










Project System inSAP S/4HANA On-Premise Edition

• Transactional SAP Fiori apps availablewith SAP S/4HANA 1511 for PS:

• Change WBS Element Status

• Change Network Activity Status

• Confirm Project Milestones

• Confirm Network Activities

• SAP Fiori Apps for Project FinancialLogistics Controller roles as of SAPS/4HANA 1610:

• Search enabled object pages (formerfactsheets) for main PS business objects

• List reports for master data of main PSbusiness objects

• Schedule Project Version Creation

• SAP Fiori theme for “classical” transactionsand access via Fiori Launchpad




Transactional SAP Fiori Apps for Project System

Change WBS Element StatusChange Network Activity StatusConfirm Project MilestoneConfirm Network Activity


SAP Fiori Apps for Project System as ofSAP S/4HANA 1610

Object List Reports and Object Pages for–Project Defintion–WBS Elements–Networks–Activities–Milestones–Material ComponentsSchedule Project Version Creation


SAP S/4HANA 1610 Project SystemOverview – Object List Report and Object Page

The Generic features of List Report are–The list report displays key details of the object by default and

can be enhanced via personalization and as well saved asvariant

– It supports to show operative data and/or version data for theobject

– It would be possible to navigate to object page to view moredetails of one instance of the object

–Key attributes are available for filter based search includingpossibility to filter for version data/operative data/flagged fordeletion records

–For the records displayed, key actions can be carried out vianavigation to other apps

–From one overview app, it would be possible to navigate toother related object‘s overview.

– It provides possibility to navigate to Project Builder to takefurther action.

The Generic features of Object Pages are–Object page shows the details of one instance of the object and

key information about other related objects– It also provides possibility to navigate to crucial applications of

same object or other related objects including Project Builder– It is possible to navigate to object page from search results of

launchpad search


SAP S/4HANA 1610 Project SystemOverview CDS Views

CDS views provides the master data details of operative and versioned project system entities– C_PROJECTWITHVERSION Project Definition– C_WBSELEMENTWITHVERSION WBS Elements– C_PROJNETWORKWITHVERSION Networks– C_NETWORKACTIVITYWITHVERSION Activities– C_MILESTONEWITHVERSION Milestones– C_PROJMATCOMPONENTWITHVERSION Material Components

CDS views providing key facts for project system entities– C_PROJECTBASICINFO Project Definition (selected information)– C_WBSELEMENTBASICINFO WBS Element (selected information)– C_PROJECTNETWORKBASICINFO Network (selected information)– C_NETWORKACTIVITYBASICINFO Activity (selected information)– C_MILESTONEBASICINFO Milestone (selected information)– C_PROJMATLCOMPBASICINFO Material (selected information)– C_PROJECTSTSOBJACTIVESTS Project Defintion, WBS Element, Network, Activity status details– C_PROJPURDOCITEMS Project specific purchase document details


Future Direction of SAP Fiori Apps forProject System in SAP S/4HANA

Creation and Editing of Work BreakdownStructuresFinancial Reporting based on CDS viewsConversion of selected legacy reports to SAPFiori


Topic: UI validation of planned SAP Fiori apps for Project Financial Controller role

Goal:At the end of the project, well defined mock-ups for new SAP Fiori apps - e.g. for project financial analytics, the creation and maintenanceof Work Breakdown Structures (including milestones and settlement rules for example), project overview pages - meeting the needs ofthe end users shall be available, serving as basis for the subsequent planned development.In addition a well-defined prioritization of planned SAP Fiori apps for the Project Financial Controller role shall be available.

Planned activities:Remote / on-site interviews with usersRemote / on-site validations of prototypes with usersWorkshops on-site or at SAP locationsReview and information calls

Timeline:May 2016 – Q3 2017

Interested Customer can reach out to Mario Franz [email protected] to join this initiative.

Customer Engagement InitiativeSAP S/4HANA Enterprise Management Project System

mailto:[email protected]


Project System in SAP S/4HANAFeature Scope

Project controland productdevelopment










Project System inSAP S/4HANA On-Premise Edition 1511

• SAP Project System integral part of SAPS/4HANA Enterprise Management supporting

• Project Financial Control*)

• Project Logistics Control*)

• Existing SAP HANA optimizations• Project Builder accelerations

• Accelerated plan and actual project cost line itemreporting and overhead calculations

• Availability of discrete industry functions instandard

• Further simplifications/optimizations andoptimized project analytics are planned for futureReleases of PS in SAP S/4HANA

*) For details refer to the feature scope description inthe product documentation:http://help.sap.com/s4hana_op_1511#section2


http://help.sap.com/s4hana_op_1511#section2


Project System in SAP S/4HANACompatibility Pack for Project Logistics and Financial ControlProject controland productdevelopment











• Contains PS transactions and capabilities whichare available to enable a smooth conversion forexisting SAP Business Suite customers,however, are classified as not strategic anylonger

• Alternative or improved replacement functionsexist or are planned for future versions of PS inSAP S/4HANA or related Add-Ons

• For details refer to the PS simplification items notconsidered as future technology:http://help.sap.com/s4hana_op_1511#section3




Project System in SAP S/4HANAFeatures Not Available AnymoreProject controland productdevelopment











• Features no longer supported in PS in SAPS/4HANA:

• OpenPS for Microsoft Project

• OpenPS for Palm Pilot

• MPX Up- and Download functions

• Export to Graneda and Microsoft Access

• Construction Progress Report and Valuation

• ITS services

• Handling Large Projects

• For details refer to the PS simplification itemsclassified as not available anymore:http://help.sap.com/s4hana_op_1511#section3



Continuous innovations

Yearly innovation cycle

Quarterly innovation cycle

SAP S/4HANA,cloud edition


SAP S/4HANA,on-premise edition and

cloud edition

SAP S/4HANA,on-premise edition and cloud

edition


1702 1705 1708 17111611

1709

SAP S/4HANAEnterprise

Cloud

SAP Portfolioand ProjectManagement

for SAPS/4HANA*

SAP Enterprise Portfolio and Project ManagementFuture Direction - Timeline**

1610

CEI – Simplify Project Management in S/4HANA(continue)

(* This refers to an Add-on, additional licenses required. ** This is the current state of planning and may be changed by SAP at any time.)

SAP S/4HANAEnterprise

ManagementOn Premise consolidatesselected cloud innovations

CEI – UI validation of planned SAP Fiori apps for ProjectFinancial Controller role


VALU

EPR

OPO

SITO

N Plan, track and monitorfinancial aspects of projects

SCEN

AR

IO/S

CO

PEC

LOU

DIN

TEG

R.

Project FinancialControl• Work breakdown

structure

• Cost planning andtracking

• Period end closing

Project Planning and Execution• Project progress tracking and status

reporting

• Simplified task planning and distribution

• Confirmation of tasks also via TimeSheet

• Cost tracking via Project FinancialControl

Portfolio Planning and Monitoring• Project portfolio hierarchy &

dashboards

• Project prioritization & selection

• Budget and capacity planning,distribution and controlling

• Approval / Decision support

• Risk Management

• Change Management

Project LogisticsControl• Detailed planning of

materials andcapacities

• Control and monitorprocurement

One company-wide repository for internalprojects (for example IT- or R&D-projects)

Enable needed standardization of planning andexecution for internal projects

SAP Success Factors – Employee master dataand availability

SAP Fieldglass - Resources

Increase coverage with SAP Fiori based UI’s & SAP HANA based simplified data models

SAP Ariba

SAP Fieldglass - Costs

One aggregated view on all projects

Select projects with the highest added value,balance the overall portfolio and align it withthe overall strategy

Distribute budgets & capacities accordingly

SAP Cloud for Planning

Plan, control and monitorproject-related procurement

Plan, control and monitorcommercial projects

SAP Cloud for Customers

Future DirectionDetails - Planned Scenarios in the Cloud*

(* This is the current state of planning and may be changed by SAP at any time.)


* Feature highlights for SAP S/4HANA 1610. See Feature Scope Description of SAP S/4HANA 1610 for full scope.

1610 – Recent innovations* 1705 - Planned Q2/2017 **1702 - Planned Q1/2017** 1708 - Planned Q3/2017 **

** This is the current state of planning and may be changed by SAP at any time without notice.

SAP S/4HANA CLOUDLoB R&D/Engineering – Enterprise Portfolio and Project Management

Enterprise Portfolio and ProjectManagement

• Project Services, improved usability ofbilling proposals handling includingmass change capabilities


• Financial reporting of internal projects

Enterprise Portfolio and ProjectManagement.

• Project Financial Control scenario forfinancial control of internal projects


• Extended project reporting

• Management of Internal Projects


Project Financial ControlPlanned Initial Scope for SAP S/4HANA Cloud (1/2)

Capture PlannedProject Costs

Project Financials Controller Employee

Create Project

Monitor Project

Record Time

Next Page

ReleaseProject/Project

Parts

Controller Purchaser

Account assignPurchase

Requisition/Order/ GR / Invoicing

Direct ActivityAllocation

MonitorFinancials

SAP S/4HANA Enterprise Management Cloud

General Ledger Accountant

Post GeneralJournal Entry

MonitorFinancials


Project Financial ControlPlanned Initial Scope for SAP S/4HANA Cloud (2/2)

Project Financials Controller

Check/UpdateSettlement Rules

Controller

PreviousPage

GenerateSettlement Rule

Complete ProjectParts and Project

Close ProjectParts and Project

Run Settlement

Monitor Project MonitorFinancials

SAP S/4HANA Enterprise Management Cloud


* Feature highlights for SAP S/4HANA 1610. See Feature Scope Description of SAP S/4HANA 1610 for full scope.

1610 – Recent innovations* 2018 – Product direction**2017 – Planned innovations** 2019 – Product vision**

** This is the current state of planning and may be changed by SAP at any time without notice.

SAP S/4HANA RoadmapLoB R&D/Engineering – Enterprise Portfolio and Project Management

Project financial and logistics control inSAP S/4HANA Enterprise Management

New SAP Fiori apps for list reports andobject pages for easy access to project-object master dataSAP Fiori job scheduling app for projectversion creationIntegration of SAP Fieldglass solutionsfor upload of WBS elements

SAP Portfolio and Project Managementfor SAP S/4HANA***

Simplified portfolio and projectmanagement solution for SAPS/4HANA, including first part ofsimplified and data model andauthorization concept optimized withSAP HANANew SAP Fiori apps that gives anoverview on what needs the attention ofproject manager and team membersMonitor project progress in the SAPFiori app for Gantt charts, with system-guided navigation to critical projecttasks


Simplified project logistics controlscenarioExtended SAP Fiori-based projectreporting and project financial controlOverview pages for project financial andlogistics controller


Portfolio Planning and Monitoringscenario, including structured decisionpoint processAssisted Portfolio planning through onanalytical data and weightingDigital assistance for staffing proposalbased on skills and availability andbudget/cost adjustments

Project Network***Workplace to empower project teamwork


Simplified project financial controlscenario including SAP Fiori-based WBScreation and editingNew SAP Fiori-based project structure,financial and logistics reportingIntegration of SAP Ariba solution forupload of WBS elements

SAP Portfolio and Project Management forSAP S/4HANA***

Simplified project planning andexecution scenario, including simplifiedmaintenance of dates andresponsibilitiesNew SAP Fiori-based project statusreport

SAP Enterprise Project Connection ***Integration with the new MicrosoftProject Server and Oracle Primavera P6Enterprise Project PortfolioManagement releases


Collaborative engineer-to-orderprocessing


Simulation of projects and projectportfolios supported via embeddedanalyticsDigital Assistance for project planningand execution

Project Network***Empower project manager to trackcontent progressLeverage life project execution datawith machine learning to optimizefuture project planning

SAP Enterprise Project Connection ***Project Data exchange based onmicroservice architecture

*** This refers to an add-on; additional licenses required.

Thank you

Dr. Mario FranzProduct Manager – SAP S/4HANA Idea – LOB R&D / EngineeringEnterprise Portfolio and Project ManagementProducts & Innovation

[email protected]


30© 2016 SAP SE or an SAP affiliate company. All rights reserved.

Appendix


SAP Portfolio and Project Management 1.0 for SAP S/4HANAOverview: Simplified Project Engagement

Successful projects live from the engagement of the project managerand the whole project team. To make it very easy for everybody to seewhat needs to be done when and to which critical points you need topay attention, we re-invented and simplified the way how to accessyour projects by help of SAP Fiori.

Main highlightstailored dashboard for the project manager, see for example the upcomingmilestones of your projects or which project needs attention because of alertstailored dashboard for the project team member, see all upcoming tasks andchecklist items, confirm the workproject managers can monitor the project progress by help of an HTML5 basedGantt chart, the system highlights alerts based on your business rules andnavigates you automatically to causing project taskinitial set of CDS views to build the reports requiredsimplified feature set, e.g. authorization concept, also to improve performance

Business value

Make it most easy to know what needs to be done for your projects by pushingthe information you need.


SAP Portfolio and Project Management 1.0 for SAP S/4HANAUser Interface (1/3): Simplified Entry Points Based on SAP Fiori Apps

New SAP Fiori Apps as entry points for the project managerOverview app “My Projects” showing planned, active, critical, lastused projects, upcoming milestones and projects as a substituteVarious list reports for my projects providing contextualnavigation for editing or viewing project plans

New SAP Fiori Apps for project team members as entrypoints to assigned tasks and checklist items

List report for assigned tasks providing contextual navigation forviewing and confirming project tasksList report for assigned checklist items providing contextualnavigation for viewing and editing checklist itemsOrganize your work by own filters and based on information likefor example planned finish dates, if a task is ready to start or evencriticalNew SAP Fiori apps to display project task and checklist itemdetails

Refined SAP Fiori app to confirm project tasksMaintain the progress for a task or confirm it‘s completionView and upload documents and notes


SAP Portfolio and Project Management 1.0 for SAP S/4HANAUser interface (2/3): Monitor Project Progress Based on an SAP UI5 Gantt Chart

New SAP Fiori app to monitor projectprogress

Graphical chart (Gantt) and table todisplay a projectApp highlights alerts based on yourbusiness rules and navigates youautomatically to causing project elementContextual navigation for editing orviewing projectsEnable to analyze the critical pathProvides a legend and seamless zoomingBased on a SAP UI5 Gantt Chart


SAP Portfolio and Project Management 1.0 for SAP S/4HANAUser Interface (3/3): Additional Innovations

Additional innovationsSAP Web Dynpro based userinterfaces integrated into SAP FioriLaunchpad to enable first end-to-endprocesses

SAP Fiori theme and core conceptsadapted by SAP Web Dynpro baseduser interface to enable one look &feel independent from the underlyingtechnology

Adaption of the SAP Web DynproClient Table (cTable) by the SAP WebDynpro ALV based tables, to e.g.enable client-side vertical andhorizontal scrolling


SAP Portfolio and Project Management 1.0 for SAP S/4HANASimplification: Authorization Concept & Other Simplifications

Simplified authorization concept for project management

Authorization concept simplified based on insights of customer usage,e.g.:

no priority between authorization holder types anymore(user, user group, PFCG Role)"NoAuth" activity not supported anymoreno separate authorizations for corresponding versionssuper users defined by specific roles

Additional simplifications

clean up of global settings, e.g. activationof innovations from Customer Connectionsome rarely used, outdated or notstrategic functionalities are not availableanymore(e.g. cFolder, control plans, SAPNetWeaver Portal Integration.)


SAP Portfolio and Project Management 1.0 for SAP S/4HANAReporting: Core Data Services for Project Management

Initial set of SAP Core Data Services (CDS) to simplify reporting on projectmanagement information

based on a new data model which reduces the historical grown complexity and enablesan improved performanceenables a real-time reporting based on transactional dataself-explanatory view and field names to simplify creation of customer reports

(the new data model is planned to be delivered step-wise and exists in parallel to theexisting database table for the time being; the initial set contains views for example forthe project header, project hierarchy, tasks and responsibilities)


SAP Portfolio and Project Management 1.0 for S/4HANADeployment and Operation Options

SAP S/4HANA1610

SAP PPM* forS/4HANA 1.0

Deployed and operated as add-on in an S/4HANA System

Integrated to S/4HANA onsame instance

SAP S/4HANA1511/1610

SAP S/4HANA1610

SAP PPM* forS/4HANA 1.0

Technically deployed as add-on inan S/4HANA instance.

S/4HANA functionality is not or onlypartially used

Operated side-by-side to, andintegrated with an S/4HANA on aseparate instance

SAP S/4HANA1610

SAP PPM* forS/4HANA 1.0 ERP

Technically deployed as add-on inan S/4HANA instance.

S/4HANA functionality is not or onlypartially used

Operated side-by-side to, andintegrated with Business Suite ERPon a separate instance

SAP NetWeaverx.y

SAP PPM* forS/4HANA 2.0 Not yet supported in 1.0: Deployed and operated on a NetWeaver only instance

Planned for next releasePlanned for

Q4/2017

*PPM = Portfolio and Project Management


2017 Sneak PreviewProject Brief / Project Status

Kate Sue Adam BobProject Manager PMO Project Sponsor Lead Engineer

PlannedInnovations


Topic: UI validation of planned SAP Fiori apps for Project Financial Controller role

Goal:At the end of the project, well defined mock-ups for new SAP Fiori apps - e.g. for project financial analytics, the creation and maintenanceof Work Breakdown Structures (including milestones and settlement rules for example), project overview pages - meeting the needs ofthe end users shall be available, serving as basis for the subsequent planned development.In addition a well-defined prioritization of planned SAP Fiori apps for the Project Financial Controller role shall be available.

Planned activities:Remote / on-site interviews with usersRemote / on-site validations of prototypes with usersWorkshops on-site or at SAP locationsReview and information calls

Timeline:May 2016 – Q3 2017

Interested Customer can reach out to Mario Franz [email protected] to join this initiative.

Customer Engagement InitiativeSAP S/4HANA Enterprise Management Project System



Customer Engagement InitiativeSAP Portfolio and Project Management for SAP S/4HANATopic: Simplify Project Management in S/4HANA (continue)

Goal:We like to continue our investigations with you to simplify the user interfaces to manage projects. Like for the predecessor CEI project“Simple Enterprise Portfolio and Project Management in SAP S/4HANA”, the business roles “Project Manager” and “Project TeamMember” are still in focus. In addition we like to consider the needs for the role “Resource Manager” and “Project Steering CommitteeMember” (e.g. for the project brief / charter / report). Beside the simplification of transactional Apps, we also like to focus on reportingneeds and the refinement of our standard customizing.By help of this initiative we like to build and validate together with you possible models & designs which support our development.

Planned activities:remote / on-site interviews with usersremote / on-site validations of prototypes with usersworkshops on-site or at SAP locationsreview and information calls

Timeline:July 2016 – June 2017

Interested Customer can reach out to Sven Liesecke [email protected] to join this initiative.



Customer Connection SAP Project System (2015)Project timeline

Collection of ImprovementRequests

Selection ofimprovementrequests for

implementation

Improvements’ development(delivery as notes/SP)

Productive use incustomers‘ systems

Collect Select Develop - Wave I

Kick-Off Final Call Selection Call

Provide feedbackon productive use

Provide feedback indevelopment & support

testing

Detailed analysisand decision onimplementation

Development anddelivery of notes andsupport packages

Continuous improvementof the CustomerConnection process

Follows, moderatesand comments onimprovement request

Submit improvementrequests, subscribe for

IR prioritization

SAP Customers

Project Team

27.02.2015 7.5.2015 7.8.2015

open project workspace9.3.2015

close project workspace15.5.2015

Speaker’s Corner Sessions

Customers

Delivery Call –Wave 2

October 26 2016

Use

Develop - Wave II

February 11, 2016

Delivery Call –Wave 1


Improvement Requests – Overviewplanned implementation for “CC relevant request”

# IRs submitted by customers 147

- # rejected IRs (due to lack of customer subscriptions) 59

- # rejected IRs (Violating Design rules) 3

- # rejected IRs (Strategy, support issues, …) 5

= # qualified IRs (5 or more subscriptions) 80

CC Requests 69

# IRs already delivered (Wave1) 17

# IRs Delivered (Wave2) 13

# IRs Delivered (CO team) 2

# IRs Handed Over 1

# IRs rejected due to Prioritization 36

17

13

21

36

Selection of CCrelevant Requests

Delivered (Wave1)Delivered (Wave2)Delivered (CO team)Handed OverRejected


Improvement Requests – Overviewcommunication for “portfolio relevant requests”

# IRs submitted by customers 147

- # rejected IRs (due to lack of customer subscriptions) 59

- # rejected IRs (Violating Design rules) 3

- # rejected IRs (Strategy, support issues, …) 5

= # qualified IRs (5 or more subscriptions) 80

Portfolio Requests 11

# IRs under review for portfolio 3

# IRs Planned for portfolio 2

# IRs rejected for portfolio 6

3

26

Selection of PortfolioRequests

Under Review for PortfolioPlanned for PortfolioRejected for Portfolio

No Changes since Last Delivery CallOverview of these requests in appendix


SAP Project System – Customer Connection Cycle 2Selected Highlights of Wave 1 + 2

• Improved Usability of Project Builders, e.g. schedulingconfirmation in network graphics

• Additional validations for PS objects:• Consistency of profit center in WBS elements and assigned orders• Open CATS documents or project stocks at closure• Status validations between WBS elements and assigned PM orders

• Project type dependent project profiles• Extended control capabilities of budgets via BADI• Extended mass maintenance of status canges• Cross-project analysis of status change documents• Creation of WBS via upload functionality• Improved reporting and mass changes of settlement rules for

projects


Delivered Improvements (1/3)

ID Title ImprovementNote

LowestRelease

D7465 PS - Same Profit Center on WBS and assigned Order / Profit Center Validierung zwischen PSP/Auftrag 2225818 SAP ERP 6.0

D7466 PS - Validation closed WBS and open CA-TS documents / Validierung abgeschl. PSP offene CA-TS Belege 2230659 SAP ERP 6.0

D8426 "Find" Keyboard Short Cut 2225995 SAP ERP 6.0 EhP6

D8430 CJ20N Find 2232142 SAP ERP 6.0

D8431 Resize Of Dialogue Boxes 2230121 SAP ERP 6.0

D8435 Check on CATS data before closing network activity 2230659 SAP ERP 6.0

D8658 Check on project stock (special stock indicator "Q") before closing WBS 2230659 SAP ERP 6.0 EhP6

D8669 CJ20N - schedule-button in the network graphic of Project Builder does not exist. 2231730 SAP ERP 6.0 EhP4

D8676 Project-profile-specific „project types“ (Projektprofilspezifische „Projektarten“) 2232730 SAP ERP 6.0 EhP5

D8689 Display short description of the work center in the "activity detail data"/"Internal general data" 2232851 SAP ERP 6.0 EhP4

D8690 CJ20N / CN22 network graphic: Confirmation of an activity within the network graphic (Button) 2231800 SAP ERP 6.0 EhP4


Delivered Improvements (2/3)

ID Title ImprovementNote

Comment

D8621 Enhance Budget Availability Control Check (AVAC) and Reports for Joint Venture Projects 2249375

Initial status: „handed-over“ to SAP CO team

D8640 Budget Availability Control allow for Max or Min of Percent and Absolute Values 2249403

D8622 Warn or Prevent Financial Postings to WBS where budget profile exists, but budget not yet active 2249464

D8630 Provide PS BAPI for Budgeting 2249740

D8432 Project Planning Board Onscreen Sizing 2089317

D8413 Milestone Fixed Date - Change Auditing Identified as alreadyavailable


Delivered Improvements (3/3)ID Title Improvement

NoteLowestRelease

D7464 PS - Set status & pass on for assigned orders / Status setzen & vererben auch für zugeordn. Aufträge SP (2323546) SAP ERP 6.0

D8075 Enable DMS object assignment to network header SP (2296458) SAP ERP 6.0 EhP5

D8541 Connection of responsible person and applier to HR data SP (2331027) SAP ERP 6.0

D7463 PS - Mass change tool to change the status (system & user) / Massenänderung System-/Anwenderstatus SP (2330142) SAP ERP 6.0

D8423 CMP2 - Add the Posted Actuals 2341641 SAP ERP 6.0 EhP4

D8464 Mass creation Projects/WBS - Massenanlage Projekte/PSP SP (2321481) SAP ERP 6.0 EhP4

D8631 CJ20N: Intermediate SAVE button in Project Builder should work reliably 2329209 SAP ERP 6.0 EhP3

D8662 &D8696

add "change documents in Status Management" to cn60 & Report on all "change documents in StatusManagement" across multiple projects

2311926 SAP ERP 6.0 EhP4

D8663 Expand export of short text with more than 40 characters (e.g. CNS41) 2291162 SAP ERP 6.0 EhP4

D8677 CJ20N - Activity Overview: Sort and filter function within the Activity Overview SP (2323171) SAP ERP 6.0 EhP4

D8715 Single Report for WBS Master Data and Settlement Rules SP (2316217) SAP ERP 6.0 EhP6

D8700 Interface PPM - PS: Transfer of Customer Fields should be available 2291970 SAP ERP 6.0 EhP7SAP PPM 6.1


PS - Same Profit Center on WBS and assigned OrderD7465 – Note # 2225818

Two BAdI implementations have beenprovided to validate the consistency ofprofit centers in WBS elements andassigned Networks and PP, PI, PM, CSorders. In case of inconsistencies amessage (error, warning or information)can be shown.


PS - Validation Closed WBS and Open CA-TS DocumentsD7466 – Note # 2230659

The system can throw an errormessage on closing or technicalcompletion of a WBS element in

case open CATS documents existaccount assigned to the WBS

element. The validation is handledvia a BADI implementation.

Open account assignments in CATS exist for WBS element XTEST_CC113


PS - "Find" Keyboard Short CutD8426 – Note # 2225995

You can now use theshort cut

CTRL+SHIFT+F8 tosearch for objects in theProject Builder structure

tree.


PS - CJ20N Find shows result on top of the listD8430 – Note # 2232142

When searching for an object inthe Project Builder structure treethe object will now be shown on

top instead of the bottom toavoid further scrolling to see

lower level objects.


Resize of Relationship Overview ScreenD8431 – Note # 2230121

The Selections ofOperations area in

the NetworkRelationshipOverview has

been enhanced toshow more than

operations(activities) and

hence to reducescrolling activities.


On changing the statusof a WBS element toCLSD/TECO an errorwill be thrown in caseopen WBS element

stock exists. Thevalidation is handled viaa BADI implementation.

PS – Check on WBS Stock data before closing WBSD8435 – Note # 2230659


The system can throw anerror message on closinga network activity in caseopen CATS documents

exist account assigned tothis activity. The validation

is handled via a BADIimplementation.

PS – Check on CA-TS data before closing network activityD8435 – Note # 2230659

Open account assignments in CATS exist for activity 0000035470 0010


PS – CJ20N - schedule-button in the network graphic of Project Builder does not existD8669 – Note # 2231730

A new button in thenetwork graphic ofthe Project Builderhas been introducedto enable networkscheduling ofindividual networks.


Project profile specific project typesD8676 – Note # 2232730

Using the new IMG activity AssignProject Types to Project Profile younow can specify the project types to beavailable in the entry help for WBSelements.


Display short description of the work centerD8689 – Note # 2232851

The shortdescription ofthe workcenter now isshown astooltip in theactivitygeneral datascreen.


CJ20N / CN22 network graphic: Confirmation of an activity within the network graphicD8690 – Note # 2231800

You now canconfirm aselected networkactivity in thenetwork graphicof the ProjectBuilder via themenu, a new iconor the shortcutShift +F1.


Overview 2 Delivered Improvements by CO teamID Title Improvement

NoteLowestRelease

D8638 &D7461

Mass change/creation Settlement Rules for NWA / MassenbearbeitungAbrechnungsvorschrift Netzplanvorg & PS - Mass change/creation SettlementRules / Massenbearbeitung Abrechnungsvorschrift

2365231 SAP ERP 6.0 EhP6

“…With the program listed in the correction manual, the setllementrules of several

• Internal orders or

• Projects / WBS elements / networks

…can be edited simultaneously.

The start is made by calling the report (transaction SA38)RKSRULE_COLLECTIVE_PROCESSING….”


D7464 – Set status & pass on for assigned orders

Display of of PlantMaintenance/Customer Serviceorders which are “notclosed”.

No pass on of CLSDstatus.

Note: 2323546 - CustConn PS: Implementation note to check if the assignedPM/CS orders are already closed before the Project is closed


D8075 – Enable DMS object assignment to network header

DocumentManagament System(DMS) link enabledfor operative networkheader.

Note: 2296458 - CustConn PS: Implementation note for enabling Documentmanagement System in Project System Network Header


D8541 – Connection of responsible person and applier to HR data

Search for HCM data intransactions OPS6 and OPS7to take over personnel number

and determine name ofresponsible person / applicant

name.

Check reportCOMPARISON_HR_PS

available to compare personresponsible and applicant no in

HR and PS.

WHERE_USED_PERNR_APPLreport to get the where-used list

of person responsible andapplicant No.

Note: 2331027 - CustConn PS: Integration of Person Responsible and ApplicantNo in PS with HR


D7463 – Mass change tool to change the status(system & user)

Note: 2330142 - CustConn PS: New transaction for mass status change

New transactionCNMASSSTATUS formass change ofproject, WBS element,network, and activityuser and selectedsystem statuses


D8423 – CMP2 : Add the Posted Actuals

Display of confirmed actualwork as new row inworkforce planning /analysis transactions CMP2and CMP9

Note: 2341641 – CustConn PS : Posted actual in workforce planning


D8464 – Mass creation Projects/WBS

New transactionCNMASSCREATEfor mass creation ofprojects via MicrosoftExcel upload.

Note: 2321481 - CustConn PS : Mass creation of Projects and WBS elements


D8631 – CJ20N: Intermediate SAVE button in Project Builder should work reliably

Adressed Issues:

• Error message "Not allobjects locked" appears.

• The hierarchy will not beexpanded to the earlierexpanded structure.

• DumpRAISE_EXCEPTION infunction moduleCO_VG_NETWORK_INIT_EXTERN_CALL

Note: 2329209 - CustConn PS: In the Project Builder there are several errorsduring Intermediate Save


D8662 - Status Changes along with Change DocumentsD8696 - Report on all "change documents in Status Management" across multiple projects

Display of statuschange documents inchange documentreporting acrossprojects

Note: 2311926 – PS CC2 - D8662: Status changes in CN60


D8663 – CN41(N) Export Long-Texts to Excel

Length can becustomized (255 charsat maximum)

Alternative 1: Truncateat first empty line in thelong text.

Alternative 2: Copylong text up to somecustomizable<CUT_OFF>

Note: 2291162 – PS CC2 - D8663: Export long texts


D8677 – CJ20N Activity Overview: Sort and filter function within the ActivityOverview

- Sortascending.

- Sortdescending.

- Filter

2323171 - CustConn PS: Implementation note for Enabling Sort and filterfunctionality for Activity overview


D8715 – Report Showing Settlement Rules

New report CNSETTLRULE todisplay settlement rules forWBS elements, networks,activities as receiver or sendertogether with selected masterdata of the project object

Note: 2316217 – PS CC2 - D8715: WBS master data and settlement rule


D8700 – Transfer of Customer fields

Project in SAP Portfolio andProject Management

Replication

Project in Project System

New BAdi formapping of

standard andcustomer

fields

Note: 2291970 - PS CC2: IR8700 replicate customer fields


Additional InformationCustomer Connection Project SAP Project System (2015):


Direct link to all improvements delivered in this project

Summary Note:

2367898 (SAP Project System Customer Connection Cycle 2 Deliverables)

Customer Connection Project ERP Financials 2017:


Innovation Discovery:

www.sap.com/innovationdiscovery



http://www.sap.com/innovationdiscovery


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