sap portfolio and project management 5 0 - introduction

Portfolio and Project Management 5.0Overview

Andrea LanglotzLoB Solutions Idea to DeliveryAugust 2010

Agenda

1. Overview2. Portfolio Management3. Outlook

© SAP 2009 /

© SAP 2008 /

What is Portfolio and Project Managementabout?

Complete visibility of all current and proposedprojects

Innovative culture, which supports thegeneration of project ideas

Make decisions on clear and valuableinformation like portfolio value, balance,financial figures and strategic alignment

Know your current projects as well as yourcapabilities

Strategy &Alignment

Idea Generation

Visibility Ability to makeDecision

Innovation

Portfolio Management

Scope &Timeline

Project Execution

ResourceManagement Project Costs

Communication

Project Management

Managing scope, timeline and budget ofprojects in an integrated way

Define the resource demand and search forsuitable resources (e.g. based on qualification)

Track and monitor the execution of your projects

Collaborate with project team members

Plan your detailed project costs

SAP enabling Enterprise Portfolio Management

OthersSAP Project Mgmt

ProjectManagement

PS

EnterprisePortfolio Management

IntegrateIntegrate

“Core enterpriseprocesses &

activities”Operations - Level

“Project managementand execution”

Project- Level

“Managing andmonitoring the

portfolio & programs”Portfolio Level

Resources

Time

HR

Financial data

FI/CO

ProjectSystem

Logistics

MM

PP

Portfolio AnalyticsPortfolio Management

© SAP AG 2009, M. Rosemann: What’s new with SAP Portfolio and Project Management,

Aggregate

Initi

ate

Initi

ate

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SAP Project Portfolio Management –building blocks from SAP

© SAP 2009 /

Portfolio Management

Objective:Optimal portfolio decisions and project execution, alignproject portfolio to support growth and strategy

Best practice solution:Assess investment opportunities regarding risk andpriorities and govern the execution of the projects

Project Management

Objective:Efficient delivery of high quality projects in time, budgetand scope

Best practice solution:Execute in a consistent way that ensures that expectationsfor quality, timeliness and costs are met, or even exceeded

Resource Management

Objective:Effectively allocate resources to projects

Best practice solution:Drive optimization of the talent supply chain throughsuperior planning, execution and alignment of demand withsupply

SAP Portfolio and ProjectManagement 5.0*

Complementary Applications include :SAP SAP Strategy Management, SAPBPC, SAP Investment Management

SAP Portfolio and ProjectManagement 5.0*

SAP ERP Operations -Project System (PS)

SAP Portfolio and ProjectManagement 5.0

SAP Portfolio and Project Management 5.0has embedded Project Managementcapabilities

20102010- 2009- 2009

SAP RPM 4.5

SAP cProjects 4.5

SAP ERPOperations -Project System (PS)

SAP RPM 4.5 Complementary Applications inculde:SAP Human Capital Management, SAPMRS, SAP Workforce Schedulingby ClickSoftware

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What is new with Portfolio and ProjectManagement 5.0?

© SAP 2009 /

Innovation ManagementIT Portfolio ManagementCapital Project Portfolio Management

Consolidation to “one product” with UI alignmentExtending analyticsClosing process gaps, e.g., Resource Management

Delivery as add-on, separate deployment optionsRelease to customer 19th April 2010

Port

folio

and

Pro

ject

Man

agem

ent

Target Scenarios

Key Features

Facts

Reduce TCOIncrease usabilityImprove performance

Goal

Agenda


© SAP 2009 /

SAP Portfolio and Project ManagementPortfolio Management Features

FlexiblePortfolioHierarchiesPortfolioItemsVersioningChangeDocumentsPortfolioDashboardDependenciesbetween Items

Manage yourPortfolio

StrategicFinancialResourceDistributionStrategicResourceDemandPlanningProject demandgenerationStaffing viaFast-entryscreenExtendedresource searchand Staffing

Manage yourResources

PortfolioDashboardsPortfolioAnalyticsFinancialReportingCockpitDate and rolesynchronization

IncreaseVisibility

Phase and GateprocessManagementPhase andDecision PointDashboardChecklist Item

ExecutionTracking

Fact Sheet forPortfolio Itemand InitiativePortfolioReviewsWhat-IfScenariosQuestionnairesScoringModels

DecisionSupport

Enhancements in Portfolio Management

© SAP AG 2008 /

Navigation ParadigmScreen Layout

User Interface

Tighter Integration between Portfolio and ERP Project SystemFinancial Planning Enhancements

Enhanced Support forCapital Project Portfolios

Additional Views on Portfolio(s) (Classification)Process Change

Enhanced Support forInnovation Portfolios

AuthorizationInitiative EnhancementsEnhanced Descriptive Information (e.g. Thumbnails, Custom Longtext fields)Document Management

Continous Improvements

Business Context Viewer for Embedded ReportingBW Content for Initiative

Analytics

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User InterfaceConsolidation

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Floorplan based UI -> Same look and feel in Portfolio and Project ManagementAlignment of technology stack to WebDynpro ABAPUI supports Portal and Netweaver Business Client ( for HTML and Desktop)

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ERP Project System Integration Scenarios

© SAP 2009 /

Scenario 3

SAP PPMPortfolio management,high-levelfinancial/capacity planningDetailed project planningand execution

SAP PSBackbone for accountingprocesses

Scenario 2

SAP PPMPortfolio management, high-level financial/capacityplanningProject Mgmt capabilities notused

SAP PSDetailed project planning andexecution

Scenario 1

SAP PPMPortfolio management,high-levelfinancial/capacity planningHigh-level task planning,selected milestones, issuetracking

SAP PSDetailed project planning andexecution (incl. resources)

SA

P P

PM

SA

P P

S

• Target Scenario forIntegrationEnhancements with5.0

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Integration between Portfolio and ERP ProjectSystem

Portfolio and Project Management includes an enhanced Project System integration,which allows you:

to create a PS project manually or automatically coming from a portfolio itemto link an existing PS project to a portfolio item

You can synchronize data (attributes, status) between Portfolio and ProjectManagement on the one hand and Project System on the other hand bidirectional, thatmeans:

during the initial creation of a PS projectwhen making changes to either the portfolio item or the PS project

More precisely speaking data synchronization allows you to synchronize:portfolio item and PS project definitionportfolio item decision point and WBS element

© SAP 2009 /

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Integration between Portfolio and ERP ProjectSystem

© SAP 2009 /

Direct creation of PS projects from the portfolio item and automatic creation of FI/CO object linkAttribute and Status Synchronization between

PS projects <-> Portfolio ItemsWBS elements <-> Decision Points

Review status of PS projects directly in the Portfolio Item DashboardsNavigate directly to linked PS project or WBS Element

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Planning Hierarchy

Hierarchy of View – Category– Groups

-> all relevant data in oneview

Switch HierarchyFilter Hierarchy

user specific

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Integration Enhancements

Enhanced Mapping Capabilites

Map Portfolio Views to Cost Element Groups, Cost Centers, Activity Types

Improved Currency Handling during Upload

Period Based Currency Conversion

Support of SAP PM/CS orders for financial integration (planned availability with EhP5)

Simplification of Integration Reports for Financial and Capacity Planning

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ClassificationConcept (1/2)

ProductDevelopment

Body Care

GeneralCleaning

FloorCleaners

CarpetShampoo

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Markets

Americas

US

Canada

Mexico

Europe

France

Germany

Switzerland

Stan

dard

Por

tfolio

Stru

ctur

e Classification H

ierarchy:Brands/R

egional Organization

New CarpetShampoo Project

Runs in development area Rollout to MarketsCanada and Germany

A Classification Hierarchy is a alternative view on the items and initiatives in your portfolioConsists of a root node, the Classification Hierarchy, and Classification Buckets belowExists either in the context of a portfolio or is cross-portfolio

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ClassificationConcept (2/2)

ProductDevelopment

Body Care

GeneralCleaning

FloorCleaners

CarpetShampoo

© SAP 2009 /

Markets

Americas

US

Canada

Mexico

Europe

France

Germany

Switzerland

Stan

dard

Por

tfolio

Stru

ctur

e Classification H

ierarchy:Brands/R

egional Organization

New CarpetShampoo Project

A Item or Initiative iscreated in the standard portfolio in a leaf bucketassigned to one or more classification hierarchies to buckets on leaf level

Percentage values can be used to define how much of the Financial and Capacity Planning of the Item orInitiative is assigned to a Classification Bucket

Development Costs: 100.000Projected Revenue: 750.000

30%

70%

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Mission StatementBusiness Context Viewer (BCV)

BCV as standard framework to show context-related information for Business Suiteapplications using a side panel

Generic side panel areaSupport for several analytical functionsDashboard functionalityConfiguration center for Business ContentBusiness Content will be delivered by application3-step concept: Analyze, Simulate, ExecuteConsumers of the BCV framework are:Business Suite applications, PPM

Key Message:Force the usage of the side panel for all Business Suite applications. Enable the applications to get context-related data

embedded in the application, analyze the data, simulate the analytical result and support the execution of the context-relatedbusiness decisions.

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AnalyticsBusiness Context Viewer

“Classic” Analytics “Embedded” Analytics with BCV

BW/BI?Z-Report?Which Transaction?

BCV offers you a way to get all related information to your business application quickly and easily!

ONE starting pointfor all related information

around your business object!

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AnalyticsUser Interface of the Business Context Viewer

BCV Side Panel

Provides context relatedanalytics and supplementaryinformation

Context is defined by themain application

Quick Views for charts andtables

Hierarchical Query View listDashboard listFavorites

Supports several dataproviders

Quick Views can beenlarged

Main application Screen BCV Side Panel

Portfolio and Project Management 5.0Ramp-Up Status Update

SAP Portfolio and Project Management 5.0 Ramp-Up started on April 19th , 2010

Planned end of Ramp-up is 6 month after Ramp-up start

4 customers are already live more Go Lives until end of ramp-up planned

20 customers currently accepted for ramp-upEurope (Germany, Switzerland, UK, Netherlands, Denmark, Russia etc.)Americas (US, Brazil)APJ ( China )

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Secondary color palette100%

Primary color palette100%

Definition and halftone values of colors

RGB 68/105/125

RGB 96/127/143

RGB 125/150/164

RGB 152/173/183

RGB 180/195/203

RGB 4/53/123 RGB 240/171/0 RGB 102/102/102RGB 153/153/153RGB 204/204/204

RGB 21/101/112

RGB 98/146/147

RGB 127/166/167

RGB 154/185/185

RGB 181/204/204

RGB 85/118/48

RGB 110/138/79

RGB 136/160/111

RGB 162/180/141

RGB 187/200/172

RGB 119/74/57

RGB 140/101/87

RGB 161/129/118

RGB 181/156/147

RGB 201/183/176

RGB 100/68/89

RGB 123/96/114

RGB 147/125/139

RGB 170/152/164

RGB 193/180/189

RGB 73/108/96

RGB 101/129/120

RGB 129/152/144

RGB 156/174/168

RGB 183/196/191

RGB 129/110/44

RGB 148/132/75

RGB 167/154/108

RGB 186/176/139

RGB 205/197/171

RGB 132/76/84

RGB 150/103/110

RGB 169/130/136

RGB 188/157/162

RGB 206/183/187

85%

70%

55%

40%

RGB 158/48/57Tertiary color palette100%

85%

70%

55%

40%

SAP Blue SAP Gold SAP Dark GraySAP GraySAP Light Gray

Dove Petrol Violet/MauveWarm RedWarm Green

Cool Green Ocher Warning RedCool Red