EPM_SAP_Integration_TPG_PSLink_FirstON

Integration
Integ ation of Mic osoft P oject EPM
Microsoft Project
with SAP

HR Integration with ResourceLink
PS/PM/CO/CATS Integration with PSLink

© TPG The Project Group GmbH Slide 1

Topics
T i

 About TPG The Project Group
 Why integrating EPM with SAP?
 Business backgrounds f MSP/SAP i
B i b k d for integration
i
 Excursion: Project Management in SAP
 TPG I t
Integration S
ti Scenarios
i
 Technical Backgrounds and Roadmap

© The Project Group GmbH Slide 2

Our company – TPG Th Project Group
O The P j t G

 Our Locations
 Headquarters in Munich Germany and Offices in Mainz
and Dortmund
 Subsidiaries USA (PA), UK and Austria
 Our Business focus: Project Management and
Project Management Software
 Our Partnerships and Certifications
 Microsoft Gold
Certified Partner
 SAP certified product
(TPG PSLink)
( k)
 Worldwide product implementation partners
(Australia, Brazil, Denmark, Israel, South Africa,
Singapore, Thailand)

TPG W ld id S b idi i
Worldwide Subsidiaries and P t
d Partners


Our products and services
O d t d i

 Products
 TPG PSLink Integration MSP with SAP
 TPG ResourceLink Import HR to MSP
 TPG MTA Milestone Trend Analysis
 TPG ProjectLink Soft Links between Projects
 TPG Ti
TimeSheet E t d
Sh t Extender E
Extension of MSP time sheets
i f i h
 Services
 Consulting for PM software solutions
 Implementation of Microsoft EPM / PPM
 Implementation of TPG products
p p
 Training
 Maintenance and Support


TPG Customers (selection)
C t ( l ti )


Why linking SAP with Microsoft EPM?


Role b
R l based approach
d h

 Each participant uses the proper tool
 Finance and HR manager in ERP system
 PMO, project manager and members in Microsoft EPM
 No “shadow accounting”
 compared to using SAP only …
 … with all the “personal plans” in Excel and Project
 Acceptance of the overall system


The best
Th b t cost / benefit ratio
t b fit ti

 High efficiency for PM and PMO
 Best productivity with Project Interface
 No extra efforts to prepare financial data
 Up-to-Date data for finance
 No efforts to collect financial data
 Accurate and most current forecasts and actuals
 Offline and server-connected work
 No double data
N d bl d t entry t
 Automatic and user triggered synchronization
 No unneeded redundancies
 Employees report in ONE place


Accurate financial reports
A t fi i l t

 Project data in finance reports
 Reliable information for decisions
 Enable combined top-down / bottom-up budgeting
 Valid company presentation
 Ensure SOX compliancy with up-to-date project cost
forecasts
f t


Business backgrounds
for MSP/SAP integration
f i t ti


Integration levels of Enterprise Projects
and Core Processes
Enterprise role Projects: Microsoft Core processes:
EPM Technology ERP system (SAP)

Strategic view :
Upper indicators, customer
Overall portfolio, profitability,
Management KPI, strategic decisions strategic direction
(SAP CO, FI, BW,…)

Controlling view :
Portfolios, milestones, budgets,
PMO, budgets, cost centers,
centralized resource planning,
p g,
departments revenues, purchasing
revenues purchasing,
risks, problems,
customer management
change management etc.
(SAP PS, CO, SD ...)

Project view:
Project
Operational project management, staff resources,
managers,
supervision unit costs
teams
(SAP PS HR CATS)
PS, HR,


Roles and Tools within Project Life Cycle
R l dT l ithi P j t Lif C l


Important Questions to Ask Upfront (1/3)

Project Server
Which data should be exchanged?

????
Resources, schedules, work,
costs, budgets, actuals,
material,
material long text …
????

SAP

Project Client


I t tQ ti t A kU f t

 Role based
Role-based data exchange
 Who is planning with what tool?
 Who needs which data?
 Who has to supply which data?
 Who has access to which data?

 Process-based data exchange
 How does a sale become a project?
 Where are projects created first?
 Which data should be synchronized during transitions
between phases?
 What rules have to be considered?


I t tQ ti t A kU f t

 Which is the lead system, SAP or Microsoft
system
Project?
 Which data are managed in which system?
g y
 Is synchronization performed automatically or
manually?
 Hardware and software requirements of an
integration solution?
 …


Design goals for integration
D i l f i t ti

 Flexible process configuration
 Flexible role and rights configuration
 Based on Microsoft Project user management
j g
 Bidirectional synchronization
 Leading system on field level
g y
 Manual and automatic (scheduled) synchronization
 Integration with PS, CO, HR and/or CATS
g
 But also flexible extension to other modules


Excursion:
Project Management in SAP


PM in SAP – 3 approaches
i h

 PS
 The traditional Project System in SAP R/3, SAP Enterprise
and ECC (Enterprise Core Components)
 Comparable with MSP
p
 Deep Integration in other modules (CO, HR, SD …)
 Addresses project accountants
 cProjects
 Part of PLM Collaboration Engineering
 Addresses project managers
 Independent of SAP R/3, SAP E t
I d d t f R/3 Enterprise or mySAP ERP
i SAP
 Connects with PS and other modules
 xRPM
 Top level portfolio planning
 Integrates data from different sources (SAP mod., MSP etc.)
 Offers reporting, portfolio p
p g, p planning and resource capacity
g p y
management


SAP PM Architecture Overview
A hit t O i

SAP Enterprise Portal

SAP xRPM Core SAP BI (Business
SAP cProjects
j Warehouse) )

ECC FI,
FI, Other
ECC PS CATS
HR … Sources


Using SAP PM solutions
U i l ti

Pros
P Cons
C

 Rich functionality  User interface still not
 Detailed, status based adopted
business rules  Performance issues
 Very good interaction of PS  Not flexible enough
with ERP processes (CO, (e.g. work offline, user
MM etc )
etc.) defined customizing)
 Company wide, controlling  Enterprise features not
integrated reports
g p easy to use
 High Level Consolidation (esp. for PMOs)
 EPM scenarios difficult
to deploy


Overview: The TPG I t
O i Th Integrations Scenario
ti S i

Microsoft Portfolio Server
Microsoft EPM and SQL Reporting services / SAP BW

Manager
PMO

Microsoft Project SAP R/3 / Enterprise /
EPM MySAP ERP
with CO PS
CO,
HR, CATS

PMO,
Manager,
p j
project manager,
g ,
Controller,
Controller
Team member
Dept. manager

TPG Integration Scenarios


Functional scope related to integration


Which integration areas are covered?
Whi h i t ti d?

Basic data

Structures, networks,
St t t k
PM-orders etc.
SAP R/3
Forecast work,
costs and revenues Microsoft
Or Project
EPM
Time Postings
ECC 6.0
Actual Costs

Any other information


Scenario 1: Update Enterprise Resource Pool
TPG ResourceLink

HR / DS System TPG Microsoft Project
• SAP
ResourceLink EPM
• Navision
• Active Directory
Update Enterprise
• LDAP
DAP Resources
R
• Any other DS or ERP


Scenario 1: A hit t
S i 1 Architecture and f t
d features

 Import of Resource data into Microsoft Project
Server
 Create, activate, deactivate and delete resources
 Update of existing resources
 Update outline code field definitions

SAP File
Navision Active Directory

LDAP SQL Server
Mapping
ResourceLink

Microsoft P j t
Mi ft Project
Enterprise Resource Pool

Scenario 2: U d t structures
S i 2 Update t t

SAP PS TPG PSLink Microsoft Project
EPM

Create and Update
PD and WBS


Scenario 2: M
S i 2 Mapping options
i ti

1:1 high level
1 1 hi h l l No direct t k
N di t task
mapping mapping


Scenario 3: Update Forecasts to SAP
S i 3 U d t F t t

SAP PS/CO TPG PSLink Microsoft Project
EPM

Update forecasts to SAP
activity input and primary
ti it i t d i
cost planning


Scenario 4: Synch SAP network activities
S i 4 S h t k ti iti

SAP PS TPG PSLink Microsoft
Project
EPM

Read / Create /
Update networks,
activities and elements


Scenario 4: Example for activity element
mapping


Use case 5: Read, create and update
Plant Maintenance orders

SAP PM TPG PSLink Microsoft
Project
EPM

Read / Create / update
PM-orders, operations
and components


Scenario 6: Synch ti
S i 6 S h time postings with CATS
ti ith

SAP CATS TPG PSLink Microsoft Project
EPM

Read / Create /
Update CATS postings


Scenario 7: Synch time postings with
CO allocation documents

SAP CO TPG PSLink Microsoft Project
EPM

Update postings to CO
allocation documents


Scenario 8: Exchange any data to any RFC

SAP (any module) TPG PSLink Microsoft Project
EPM or SharePoint

Any data with any
BAPI /RFC


TPG PSLink
Technical Backgrounds and Roadmap


TPG PSLink architecture
PSLi k hit t
PSLink Server Framework

SAP R/3 Basic services
BAPI/RF or Net
(session handling, logging, user rights etc.) MSP Server
ECC 6.0
2003 or 2007
Connectors
SAP Access WBS TPG Project
FC

HR Framework Access
Networks
PM Orders Framework
PSLink SAP MSP DB
CATS object model Forecast cost TPG Project Server +
tweaver

SAP .Net and revenues object model
external
PS Connector Direct DB PDS sources
Timesheets
SAP DCOM Operations PSI
Connector
PM RFC

CO
RFC Extensions

Client Interface

Others
Server Interface MSP Prof.
User Interface AddIn
(Menu, History
(Menu History, Logs etc )
etc.) using Project Client
object model

PSLink Client Framework

TPG PSLink architecture
PSLi k hit t
PSLink Server Framework Microsoft
Project Server
j
Basic
B i services
i
2003, 2007
SAP R/3 SAP Access or 2010
ECC 6.0 Framework TPG Project
Connectors Access
Other Framework
3rd pty app
frameworks

Web Service

Third party TPG PSLink TPG PSLink
web service Add-In Client Web Client
applications
(SharePoint, SAP…)
(Sh P i SAP )

MSP Prof. Microsoft
SharePoint
/PWA

TPG PSLink C fi
PSLi k Configuration example
ti l
<job>
<id>MasterSynchPDandWBS</id>
<shortDesc>Sync PD and WBS</shortDesc>
<sort>3</sort>
...
<securityGroups><group>Executives</group></securityGroups>
<actions>
<trycatch>
<try>
...
<QueryProject>
<query> SELECT P.EnterpriseTextFields('SAPProjectDef') AS PSPID,
P.Name
P Name as Description
Description,
SUBSTRING(P.EnterpriseTextFields('SAPProfile'),1,7)
AS Project_Profile,
TO_DATETIME(P.InfoStartDate.Date) AS StartDate,
TO_DATETIME(P.InfoFinishDate.Date) AS FinishDate
FROM Projects P
WHERE P.EnterpriseFlagFields('SynchToSAP')
AND P.EnterpriseTextFields('MSPStatus')= '3 Active'
</query>
<output>
<getProperty name="outputTable" target="Parameters.PDTable"/>
g p y p g
</output>
</QueryProject>

<If>
<condition>Parameters.PDTable.Rows.Count > 0</condition>
<thenJobId>JobSynchPD</thenJobId>
</If>
...


TPG PSLink Hi t
PSLi k History and R d
d Roadmap
v 2010
on EPM 2010
v 2007
v 3.1 Additional
on EPM 2007

ontrolling Edition (CE)
v 3.0 EPM 2003
features:
EPM 2003 Portfolio
Additional integration
n Integrates both features: New fields

PSLin 2010
New platform PSLink SE and CE New time sheet SharePoint
Extensive configuration

PSLink 2007
integration Connector

PSLink 3.1
Enhanced config
SE)

Server events
v 1.5

nk
High level integration More use cases

3
WSS workflows
g
tandard Edition (S

MSP 2000 - Flexible WBS synch Budget and cost
- Forecasts New connectors: resources
Editing rules - CATS integration
through MSP - Network
- Report data - CO alloc docs
events
Co

- xRPM
E

COM Add-In
dd
v 1.0
MSP 98 v 2.0 v 3.0
EPM 2002/3 EPM 2003
Down-Upload
D U l d
St

Rules check Server based Better logging
Locking All PS objects and configuration
mechanism New wizard

1999 2000 2002/3 2004 2006 2007 2009 2010


Summary and Integration Benefits


Features of TPG PSLi k and ResourceLink
F t f PSLink dR Li k

 Extensively configurable products
 for integration of Microsoft EPM and SharePoint
with SAP HR, PS, PM, CO, CATS and other modules
 Support a plethora of customer cases
 Project is the tool for detailed planning
 SAP i th t l f
is the tool for controlling
t lli
 Therefore minimal redundancies
 Bidirectional data exchange
 Manual, triggered or scheduled synch
 Rights management based on MSP groups
 Detailed logging
 Rapid deployment


Integration Benefits
I t ti B fit

 No double data entry
 Offline work with SAP data
 Each participant works with the proper tool
 Accountants and HR manager in ERP system
 PMO, project manager and members in MSP
 Controlling forecasts contain also project data
 Valid company presentation
 Employees report in ONE place
 Reports are more meaningful
 Contain d
data f
from the other system
h h
 Workflows can span over both systems


Partner in Poland: Tel: +48 (22) 465 97 76
FirstON SA Fax: +48 (22) 490 79 67
www.FirstON.pl biuro@FirstON.pl

The Project Group GmbH Fon: +49 (89) 61 55 93 - 30
Destouchesstr. 68 Fax: +49 (89) 61 55 93 - 40
80796 Munich info@TheProjectGroup.de
info@TheProjectGroup de
Germany www.TheProjectGroup.de


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