Anaheim, CA | February 2-5, 2014

Peter O’NeillDirectorTPG the Project Group UK

Managing ERP and other LOB Systems Financials in MS Project Server 2013

Focus6

TPG – who we are…

Founded

1998 2012

Subsidiaries in Africa & Austria Managed by its

owners (no venture capital)

2011

SubsidiarySwitzerland

2010

approx. 130

employees

2009

PMI R.E.P

certified

SAP

certified

SubsidiaryUK

2007

SubsidiaryUSA

Microsoft

Gold certified

International full-service provider of consulting, implementation, hosting, products, and training for project management solutions based on Microsoft technologies and integrated with ERP systems such as SAP.

Business

focus

TPG – global reach…

TPG AMERICA

TPG UK

TPG AUSTRIA

TPG SWITZERLAN

D

TPG AFRICA

TPG GERMANY

BR | Prosperi

AU | iPMO

NZ | PIPC

NO | IntersoftSG|

SystemethodIL | MATANFI | Tietotalo

DK | Projectum

FR | Teamsquare

GR | PLANETIN |

DiametriksBE | Tobius TR | ROTA TH | TNIS

Wordwide implementation Partners

DE | Solvin

TPG – who we work with…Our Partnerships and certifications: • Microsoft Gold Partner

• Member of Microsoft Partner Advisory Council

• SAP certified (TPG PSLink)

• PMI certified (R.E.P)

• Worldwide product implementation partners Australia, Brazil, Denmark, Finland, France, Greece, Mexico, New Zealand, Norway, Singapore, Thailand, Turkey

Customers

Products & ServicesConsulting for Project Management and PM Software Solutions

Implementation of Microsoft SharePoint and PPM solutions

Implementation of TPG products

Training

Maintenance and Support

Hosting of PPM solutions

Microsoft

PPM

• Finance System• Human Resource System• Procurement System• CRM system• Timesheet System• Sales and Distribution System• Business Intelligence Solutions

Scenario: Can we integrate PPM with…

• Dynamics AX• SAP ERP & BI• PeopleSoft• Oracle • Sun• Bespoke: SQL/Access/Excel

What systems?

• Avoid double entry of data• Establish single source of truth• Improve accuracy and efficiency of data

transfer (often manual)• Reduce Total Cost of Ownership of PPM

solution

Why integrate?

• Proven capability• Configurable rather than Programmable• Can evolve and change easily as requirements change

• Supportable and maintainable• Scalable

COTS vs Bespoke

Data types and considerations

Data Type Static Time Phased

Resource

Standard Fields x

Security Groups x

Calendar Exceptions x

Organisation Assignments

x

Project & Task

Standard Fields x

Custom Fields x

Cost, Revenue, Budget x X

SharePoint X

• API• ERP: Vendor Delivered Programmable Interfaces • PPM: Project Server Interface (PSI)

• File • SSIS• Interfaced

Data Source/Target

ERP PSLink PPM

SQL

Integration using PSLink

TPG PSLink

SYNC SAP:- HR Master data- WBS and Network Data- Maintenance Orders- Actual- Forecasts- Business Warehouse

SYNC DYNAMICS AX:- Master data- Project Data- Actual- Forecasts

SYNC PRIMAVERA

SYNC OTHER SYSTEMS

Microsoft Project Server

Microsoft Project Client

Project Server 2007/ 2010/ 2013SharePoint ServerSQL Data

Project ProfessionalProject Web App

SAP

DYNAMICS

PRIMAVERA

Other

HR

PS

PM

CO

SD

CATS

Dynamics AX

…

• Use Case:• Update SAP with Work Breakdown Structure

PSLink

SAPTPG PSLink

PROJECT X SAP is

Summary Task A

Yes

Task 1 No

Task 2 No

Summary Task B

Yes

Task 3 No

Task 4 No

Summary Task C

Yes

Task 3 No

Task 4 No

Summary Task D

Yes

Task 3 No

Task 4 No

…

Create Project

Create Project Structure

Project Builder

PROJECT X TPG-499

Summary Task A

TPG-499.1

Summary Task B

TPG-499.2

Summary Task C

TPG-499.3

Summary Task D

TPG-499.4

• Use Case:• Update SAP with Forecast Costs

PSLink

SAPTPG PSLink

PROJECT X SAP is

Summary Task A

Yes

Task 1 No

Task 2 No

MAY JUN JUL AUG SEP

Travel Exp.

Cost 10.000

20.000

10.000

Task 1 Cost 10.000

10.000

Task 2 Cost 10.000

10.000

Update

Planning Primary Cost: Period Screen

TEXT Total Plan Cost

JAN

FEB

MAR

APR

MAY

JUN 10.000

JUL 20.000

AUG 10.000

SEPT

WBS Element TPG-499.1

Cost Element 417000

• Use Case:• Represent data relevant to the project from other systems

ProjectLink

Microsoft Project Server/ Professional

PROJECT A

Task 1

Task 2

MST 1

Task 3

MST 2

SQL

TPG ProjectLink

DatesCostWork

Status...

Questions?

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