integration between change request management and sap ppm

Integration Between Change

Request Management and SAP

PPM

Introduction General Introduction to the Integration of SAP PPM and Change Request Management

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Change

Build SAP like a Factory Run SAP like a Factory

Business Process Monitoring

and Analytics

Monitoring of Systems, Technical

Scenarios and End User Experience

Build

Execution

Test

Execution

Deployment

execution

Build Mgmt

Test Mgmt

Release &

Deployment

Mgmt

Design

Mgmt

IT Service Management

Minor Release

Urgent Change

IT Portfolio and Project Management

Project

Portfolio

Major Release

SAP Solution Manager Your IT Management Platform

Business

Requirement Enhancement

Incident

Problem

Request for

Change

Single Source of Truth

Single

Source

of Truth

Service

Request


SAP Portfolio and Project Management and SAP Solution Manager

Scope of Integration

Provide visibility and functionality to help keep projects on budget

Enable role-based resource management for project exaction in SAP

Solution Manager

Drive standardization for a uniform management approach across

project types

Foundation to facilitate IT project portfolio governance

Remove media-breaks between PMO and Change Management

Increase transparency on PMO side, through automatic data

exchange

Enable accounting for changes, based on times recorded on changes

directly

When in the PPM project you can:

Assign Solution Manager projects to PPM

projects

Automatically crate request for change in

SAP Solution Manager from a PPM task

Resources are solely managed in PPM

– Definition of roles

– Staffing of resources

– Resources are transferred to the

SAP Solution Manager

When in the SAP Solution Manager you can:

Find PPM project and task information inside


Create PPM task out of request for change

Time recording can be done in the request

for change and the data is transferred to the

PPM task

Key benefits Scope

PPM

Project

Change

Request

Management


PPM and SAP Solution Manager ITPPM

Portfolio

Management Maximize Return on Capital

Investment

Project

Management Manage Global Price and

Time Pressure

Resource

Management Optimize Limited Resources

Project Management

Manage IT Projects (Reduce TCO

and Resource Management)

Change

Management

Manage Changes (Approval and

Resource Management)

PPM

ITPPM


Project Management

Change Request Management

ITPPM Integration in Detail

Portfolio Management

Change

Urgent, Normal

Proposal

Bucket Service

Request Incident

Problem

Change Documents:

Urgent, Normal etc.

End User Self

Service Portal Email Phone

Project

Task

SolMan

Integration in

Alerting,

Testing,…

Requirement / Projects Operations

SAP UI

Integration

SolMan Project

Request for Change

Time recording

Status update

Proposal

Portfolio

Bucket


Overview – New Integration Features With SAP PPM

SAP PPM Project can be linked with SAP Solution

Manager project

Project Management specific information are set to read-

only in SOLAR_PROJECT_ADMIN

PPM Tasks can create Request for Change

Link between Task and CRM Transaction will be

established

Relevant data is transferred from PPM Task to Change

Transaction

1:1 relationship between Task and CRM document

Time Recording / Effort Feedback from Change to

PPM Task

Recorded effort will be transferred back to PPM for Project

Management Office (PMO)

Task status shall reflect status of CRM Document


SAP ERP

PPM

IT

Portfolio (PPM-PFM)

IT

Projects (PPM-PRO)

Project Accounting

on PSP or IO HR/CATS


Screenshots - Integrated Project- and Change

Management

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

PPM project

Integration

Task

SAP Solution

Manager Request

for Change


Screenshots - Integrated Project- and Change

Management

Details Details about the several integration aspects


SOLAR Project Integration

Main functionalities

Additional SAP Solution Manager tab for Task SOALR project creation and assignment

Project in SOLAR_PROJECT_ADMIN is filled with PPM information

Project Status as well as Project Team Member maintenance is in display mode, Change

Management needs to be activated on System Landscape tab for maintained logical components


Integration of RfC on Task Level for PPM Projects


Additional transaction tab for Task creation and assignment for PPM task in PPM projects

Project Planning is filled on details assignment block of the RfC

Action for PPM task creation depending on pre-filled project information on details assignment

block of the RfC


Use Case 1: Project Manager Works on Tasks


ChaRM PPM 5.0

cPro Project RfC is assigned

Project Manager

Change Task

Change CD

Save CD

Save Task

Lock and Update RfC

CD (1:N relation)

RfC is changed

Task is saved

Do nothing Task with RfC

Task changed

RfC is unchanged

RfC is updated

RfC cannot be

locked

Update Failed

CD changed

CD saved

Change RfC

Task not saved

Change Manager


Use Case 2: Change Manager is Working on RfC


ChaRM PPM 5.0

cPro Project

Change Manager

Update Task

Change CD

Save CD

Save RfC

CD (1:N relation)

RfC is changed

Task

locked

Task with RfC

Task

updated

RfC is saved

CD changed

CD saved

Update Failed

RfC is saved

(Reset Status)

Change RfC

RfC is assigned

Batch Job for

Time Recording

Task is saved

Fill Time Recoridng

Queue

Status changed


Management of Resources


PPM is leading system for resource management

Parties involved assignment block of the RfC contains the resources who can book time

Time recording is replicated to PPM task with batch job (“DPR_CATS_CPR_TRANSF”)



ChaRM

Use Case 3: Add Resources

PPM 5.0

Request resources with effort:

Developer, Consultant, …

cPro Task RfC – Request for Change

Add resources

cPro Task

BP: John, Mike

Developer

Consultant

CD1 - Change Document

CD2 - Change Document

Add available

resources (John,…)

Assign available Resources to

Change Documents

RfC with resources

(John, Mike)

CD2 with resources

(Mike)

cPro Task

BP + Time

RfC with resources

and confirmed work

Save time recording

Change Manager

Save time recording

CD1 with resources

(John)

CDs with resources and

confirmed work

Developer, Consultant, …



ChaRM

Use Case 3: Change Resources

PPM 5.0

cPro Task

Change resources

cPro Task

Architect

Tester

Developer

Consultant

Add/Change available

Resources

Assign new and/or changed

resources to Change Documents

RfC with resources

(John, Peter, Marc

Christopher)

CD2 with changed

resources (Peter

for Mike and Marc)

Save Changes for RfC and CD

RfC with resources

and confirmed work

RfC with resources

(John, Peter, Marc

Christopher)

CD1 with resources

(John)

CD2 with resources

(Mike)

CD1 with resorces

John, Christopher

Change Manager Developer, Consultant, …

cPro Task



ChaRM

Use Case 4: Delete Resources

PPM 5.0

cPro Task

Delete resources

cPro Task

Consultant

(Marc)

Delete Resources

Change resources to Change

Documents depending on

changed staffing

RfC with available resources

(John, Peter,

Christopher)

CD2 with changed

resources

(Peter, Christopher)

Recording from Marc

Save Changes for RfC and CD

RfC with resources

and confirmed work

RfC with resources

(John, Peter,

Christopher)

CD1 with resources

(John, Christopher)

CD2 with resources

(only Peter)

CD1 with resorces

John, Christopher

Change Manager Developer, Consultant, …

cPro Task


Customizing Options for the Integration

There are several customizing settings available:

Mapping between PPM Status and ChaRM Transaction Status

Project Type Mapping: PPM Project <> Solar Project

Task Types Mapping: PPM Task Type <> ChaRM Transaction Type

The Customizing can be found in IMG

Transaction: SPRO

Path:

SAP Solution Manager Capabilities Change

Request Management Integration of SM

Projects with PPM Projects and Change Request

Management


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