© 2004, all rights reserved by the project group gmbh pslink ® - the worlds leading integration of...
TRANSCRIPT
© 2004, all rights reserved by The Project Group GmbH
PSLink® - The World’s Leading Integration of Microsoft Project with SAP
Webcast 14 December 2004
Stavros Georgantzis, The Project Group GmbH - your project experts. -
© 2004, all rights reserved by The Project Group GmbH
Presenter
Stavros GeorgantzisManaging Director, co-owner
The Project Group GmbH
- your project experts. -
© 2004, all rights reserved by The Project Group GmbH
Location: Munich, Germany
Stavros GeorgantzisStavros GeorgantzisThe Project GroupThe Project Group
© 2004, all rights reserved by The Project Group GmbH
Agenda
What’s involved in integration with ERP systems?
Background on SAP
Integration Technologies of MSP with SAP
Process integration with PSLink®
Customer examples
Demonstration: an overview of PSLink®
Note: We offer this webcast as as movie file (.wmv) and the presentation as a PDF version for download from our website later on.
© 2004, all rights reserved by The Project Group GmbH
Projects und Core Processes
Projects: Microsoft EPM Technology
Core processes: ERP system
Enterprise role
Project managers, teams
PMO, departments
Upper Management
Critical milestones, project success
Portfolios, milestones, budgets, centralized resource planning,
risks, problems, change management etc.
Operational project management, supervision
Strategic view :indicators, customer profitability,strategic direction (e.g. SAP CO, FI, BW)
Controlling view :budgets, cost centers, revenues, purchasing,customer management(e.g. SAP PS, CO, SD ...)
Project view: staff resources, unit costs(SAP PS, HR, CATS)
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Important Questions to Ask Upfront (1/3)
SAP
Project Server
Project Client
????Resources, schedules, work,
costs, budgets, actuals,material, long text …
????
Which data should be exchanged?
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Important Questions to Ask Upfront (2/3)
Role-based data exchangeo Who is planning with what tool?o Who needs which data?o Who has to supply which data?o Who has access to which data?
Process-based data exchangeo How does a sale become a project?o Where are projects created first?o Which data should be synchronized during
transitions between phases?o What rules have to be considered?
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Important Questions to Ask Upfront (3/3)
Which is the lead system, SAP or Microsoft Project?
Which data are managed in which system? Is synchronization performed automatically
or manually? Who is working on which system (roles
based concept)? …
© 2004, all rights reserved by The Project Group GmbH
Agenda
What’s involved in integration with ERP systems?
Background on SAP
Integration Technologies of MSP with SAP
Process integration with PSLink®
Customer examples
Demonstration: an overview of PSLink®
© 2004, all rights reserved by The Project Group GmbH
SAP Solutions
SAP R/3 and SAP Enterprise modules (Core)o CO, FI, PS...
SAP “Enterprise Extensions”o Extensions for travel planning and accountingo HR extensions o PLM (Product Life Cycle Management)...
SAP xAppso Based on Business Warehouseo “Cross functional integration, processes and reporting”o xRPM, xPD, xM&A, Employee Productivity Suite ...
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SAP PS Module
The traditional project system in SAP R/3 and SAP Enterprise
Installed in over 3000 companies Comparable functionality to Microsoft
Project Deep integration with other modules
(CO, HR, FI ...) Mainly targeted at project managers and
project controllers
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SAP cProjects
Part of PLM (Product LifeCycle Management) “Next Generation” of PS Integration with PS and other modules planned
or partly realized
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SAP xRPM
Top-level consolidation Integrates data from various different
sources Offers reports, portfolio planning and
resource/capacity planning
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Piecing It All Together
SAP xRPM
Manager
Microsoft Project EPM Server
(departments, locations etc.)
SAP R/3 / Enterprise with PS or cProjects
(e.g. various locations)
PMO,project manager,team member
Manager, Controller,dept. manager
© 2004, all rights reserved by The Project Group GmbH
Agenda
What’s involved in integration with ERP systems?
Background on SAP
Integration Technologies of MSP with SAP
Process integration with PSLink®
Customer examples
Demonstration: an overview of PSLink®
© 2004, all rights reserved by The Project Group GmbH
File Import / Export
Propertieso Low-level process integrationo Simple data structureo Not much inclusion of roleso Only uni-directional data exchangeo No synchronization conditionso No security mechanisms
Technology o Export CSV or XML file from source systemo Import of file to target system
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Microsoft Project ERP Connector (1/2)
Microsoft solution ( “Solution Starter”) Jointly developed by The Project Group and
Campana & Schott C#.NET Code for further in-house development
No support, no updates No client integration No business rule framework No consistency check or scheduling Limited performance
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Microsoft Project ERP Connector (2/2)
HR Importo Loading of resources into the Enterprise Resource
Poolo Creation, update, and deactivation of resourceso Loading of WBS into the Enterprise Resource Pool
Exchange of financial data (CO and PS)o Creation of new projects based on CO internal orderso Creation of new projects based on PS structureso Update of actuals from SAP based on HR personnel
numbers and CO orders
© 2004, all rights reserved by The Project Group GmbH
Agenda
What’s involved in integration with ERP systems?
Background on SAP
Integration Technologies of MSP with SAP
Process integration with PSLink®
Customer examples
Demonstration: an overview of PSLink®
© 2004, all rights reserved by The Project Group GmbH
Integrated Solutions / Products (PSLink®)
Propertieso High-level process integrationo Complex data structureo High involvement of roleso Bi-directional data exchangeo Synchronization mechanism (with differential
analysis, rule checking, logging)o Locking mechanism for data consistency
Technology o Direct function calls into the SAP Systemo or XML files
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Integration using PSLink® – Functions (1/2)
HR / staff / cost centers / activity types o Creation, update, and deletion of enterprise
resources based on SAP HR Resources, staff, or cost centers / types of activity
o Construction of RBS in the enterprise resource pool based on SAP
o Update of hourly rates for each fiscal year
Master Data (uni-directional)
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Integration using PSLink® – Functions (2/2)
Keeps Microsoft Project synchronized with SAP PSo Set-up of new projects, SAP MSP or MSP SAPo Creation and update of project objects in both directionso Definition of object and data mapping
Synchronization mechanism (differential analysis, definition of leading system based on data)
SAP validity check Locking mechanism and consistency check
Variable data (bi-directional)
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Integration using PSLink® – Technology
Server-to-server or client-to-server communication
Middleware COM add-ins for client functionality Mainly direct function calls (RFC/BAPI)
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Integration using PSLink® – Architecture (1/2)
Client-based data exchange
Save SAP Project
Data synchronization
Defaults/selectio
n lists
Administrative tasks
Download project from SAP
Creation of structure/project in SAP
Synchronization
- Business rules- Status administration- SAP selection lists- Differential analysis- Project lock- Consistency check
- Central project data store- SAP differential analysis tables- Defaults/selection lists
Project Client
SAP
Project Server
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Integration using PSLink® – Architecture (2/2)
Check-in with
Create flag
Check-in with
Synch flag
Defaults/Selectio
n lists
Administrative tasks
Download project from SAP
Create structure/project in SAP
Synchronization
Project Server
SAP- Business rules- Status administration- SAP selection lists- Data verification
- Central project data store- SAP differential analysis tables- Defaults/selection lists- Project lock- Consistency check
Open SAP project
Project Client
Server-based data exchange
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Characteristics of the Solutions
Client-based Solutiono Data transfer can be triggered manuallyo Control over data exchangeo User-based documentation of changes in SAPo Easier administration
Server-based Solutiono No direct user interaction with SAPo Synchronization can be scheduledo Fewer components and functions on Microsoft
Project clients
© 2004, all rights reserved by The Project Group GmbH
Agenda
What’s involved in integration with ERP systems?
Background on SAP
Integration Technologies of MSP with SAP
Process integration with PSLink®
Customer examples
Demonstration: an overview of PSLink®
© 2004, all rights reserved by The Project Group GmbH
Customer Example 1 (Indust. Engineering)
Project creation in Microsoft Project based on SAP SD proposal
Synchronization with SAP SD Upload project to SAP PS (creates new SAP
project) after customer order Project execution
o Create tasks, planning of schedule and work in MSPo Detailed planning in teamso Cost planning and task tracking in SAP
Automatic overnight synchronization with SAP PS and SD
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Sales Process
Taskplanning
New proposal
Customer order
ReportingSchedule & work tracking
Automatic creation of a new project in Microsoft Project, based on SAP SD proposal data
Proposal plan in Microsoft Project
SAP
PS CATS
MS Project
ServerSD Client
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Customer order
Automatic creation of new project inSAP PS (from Microsoft Project via PSLink)
SAP
SD CATS
MS Project
ServerPS Client
Task planning
New proposal
Customer order
ReportingSchedule & work tracking
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Task Planning
Overnight synchronization: Modified order data from SAP SD Costs from SAP PS Work and planning changes synchronized to SAP
SAP
SD CATS
MS Project
ServerPS Client
Task planning
New proposal
Customer order
ReportingSchedule & work tracking
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Progress Tracking
Overnight synchronization: Actuals and work from SAP to MSP
SAP
SD PS CATS
MS Project
ServerClient
Task planning
New proposal
Customer order
ReportingSchedule & work tracking
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Reporting
Multi-project reports in Microsoft Project Special PSLink reports Controlling reports in SAP
SAP
SD CATS
MS Project
ServerClientPS
Task planning
New proposal
Customer order
ReportingSchedule & work tracking
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Customer 2 (Household Appliances)
Project creation in SAP PS Download to Microsoft Project Server as the
leading planning system Negotiations on schedules and work between
project leaders and department managers Project execution
o Task & schedule planning in Microsoft Project (project manager)o Detailed planning in Microsoft Project (dept. manager)o Tracking procedures in SAP
Creation of reports in Microsoft Project Professional / Server, SAP, and Lotus Notes
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Project Creation
Dept. manager order process
Project creation (basic data)
Creation of new project (based on template) in SAP PS
Edit basic data and delete unnecessary elements
MS Project
Client Server
Project planning/synchron.
Reporting
SAP
CATSPS
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Project Planning
Download SAP project onto Microsoft Project Server Synchronize changes with SAP
SAP
CATS
MS Project
ServerPS Client
Dept. manager order process
Project creation (basic data)
Project planning/synchron.
Reporting
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Agreement Process
Date and work inquiry to department manager Date and work proposal to project manager Simulations and negotiation process Agreement
MS Project
Server
SAP
PS CATS Client
Dept. manager order process
Project creation (basic data)
Project planning/synchron.
Reporting
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Reporting
Synchronization of Microsoft Project with SAP for reports in both systems
SAP
CATS
MS Project
ServerClientPS
Dept. manager order process
Project creation (basic data)
Project planning/synchron.
Reporting
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Architecture of Customer Example 2
ProjektplanProjektplan
LinienplanLinienplan
ProjektplanProjektplan
LinienplanLinienplan
Project plan in SAP
PMO / Controlling
Project manager
Dept. manager
TeamLink
PSLink SAP PS
Web Access
Lotus Notes
Status Reports
Analysis
MS Project
MS Project
© 2004, all rights reserved by The Project Group GmbH
Agenda
What’s involved in integration with ERP systems?
Background on SAP
Integration Technologies of MSP with SAP
Process integration with PSLink®
Customer examples
Demonstration: an overview of PSLink®
© 2004, all rights reserved by The Project Group GmbH
More information on PSLink
… is available on The Project Group’s website
www.theprojectgroup.com/E/pslink
PSLink 2.0 specifications: http://www.theprojectgroup.com/downloads/Specification_PSLink_2.0_TheProjectGroup_e.pdf
Implementation examples:http://www.theprojectgroup.com/downloads/PSLink_implementation_examples_TheProjectGroup_e.pps
Case study on Miele (in German): http://www.theprojectgroup.com/downloads/Miele_Case-Study_TheProjectGroup_d.pdf
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A Useful Extension: TPG TeamLink
Clear Communication For Successful Projects
Asynchronous agreement processes for work, reources, and deadlines
Coordination between project leaders, department managers, and external participants
Coordinated agreements on the level of individual tasks and spanning multiple projects
Suggested changes can be simulated Fully integrated into Microsoft Project
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If you have questions, please contact us at
Thank You!