Master Guide PUBLIC

SAP Portfolio and Project Management for SAP S/4HANA

Document Version: 1.1 2017-02-22

Master Guide for SAP Portfolio and Project

Management 1.0 for SAP S/4HANA
Content

1 Getting Started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
1.1 About this Document. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
1.2 Related Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
1.3 Important SAP Notes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

2 SAP Portfolio and Project Management for S/4HANA Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . 9

2.1 Software Units of SAP Portfolio and Project Management for SAP S/4HANA. . . . . . . . . . . . . . . . . . . . . 9
Application Components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Technology Components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Additional Technology. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
2.2 Software Component Matrix. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
2.3 System Landscape. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
2.4 Overall Implementation Sequence. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

3 Applications of SAP Portfolio and Project Management for SAP S/4HANA. . . . . . . . . . . . . . . . . 22

4 Solution-Wide Topics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
4.1 SAP Solution Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Business Processes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

A Appendix. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
A.1 List of Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

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Document History

The following table provides an overview on the most important document changes.

Caution
Before you start the implementation, make sure that you have the latest version of this document. You can find
the latest version at http://help.sap.com.

Table 1:

Version Date Description

1.0 2016-10-31 Initial Version

1.1 2017-02-22 Chapter System Landscape revised

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1 Getting Started

1.1 About this Document

Use

This Master Guide is the central starting point for the technical implementation of SAP Portfolio and Project
Management for SAP S/4HANA. You can find cross-scenario implementation information as well as scenario-
specific information in this guide.

Note
The central starting point for the technical conversion from SAP Resource and Portfolio Management,
cProject Suite or SAP Portfolio and Project Management to SAP Portfolio and Project Management for SAP S/
4HANA is the Conversion Guide, which you can find at http://help.sap.com/ppms4 .

Use the Master Guide to get an overview of SAP Portfolio and Project Management for SAP S/4HANA, its
software units, and its scenarios from a technical perspective. The Master Guide is a planning tool that helps you
to design your SAP Portfolio and Project Management for SAP S/4HANA system landscape. It refers you to the
required detailed documentation, mainly:

Installation guides for single software units

SAP Notes
Configuration documentation
Product assistance documentation

The Master Guide consists of the following main sections:

Getting Started contains valuable information about using this document and related information
(documentation and SAP Notes) crucial to the installation and upgrade.
SAP Portfolio and Project Management for SAP S/4HANA Overview contains the following information:
A short introduction to Portfolio and Project Management
An overview of application and technology components
The software component matrix that provides information about which application uses which
component and whether the corresponding component is mandatory or optional.
Minimal system landscape
Information about the overall implementation sequence and the subsequent steps
Applications of SAP Portfolio and Project Management for SAP S/4HANA contains an overview of the
applications of SAP Portfolio and Project Management for SAP S/4HANA.

Note
You can find the most current information about the technical implementation of SAP Portfolio and Project
Management for SAP S/4HANA and the latest installation and configuration guides at http://help.sap.com/
ppms4 .

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4 PUBLIC Getting Started
 We strongly recommend that you use the documents available here. The guides are regularly updated.

Constraints

The business scenarios that are presented here serve as examples of how you can use SAP software in your
company. The business scenarios are only intended as models and do not necessarily run the way they are
described here in your customer-specific system landscape. Ensure to check your requirements and systems
to determine whether these scenarios can be used productively at your site. Furthermore, we recommend
that you test these scenarios thoroughly in your test systems to ensure they are complete and free of errors
before going live.
This Master Guide primarily discusses the overall technical implementation of SAP Portfolio and Project
Management for SAP S/4HANA, rather than its subordinate components. This means that additional
software dependencies might exist without being mentioned explicitly in this document. You can find more
information on component-specific software dependencies in the corresponding installation guides.

1.2 Related Information

Planning Information

For more information on planning topics not covered in this guide, see the following documents:

Table 2:

Content Location

Latest versions of installation and upgrade guides http://help.sap.com/ppms4

General information about SAP Portfolio and Project Manage http://service.sap.com/plm

ment for SAP S/4HANA

Sizing, calculation of hardware requirements such as CPU, http://service.sap.com/quicksizer

disk and memory resource with the Quick Sizer tool

Released platforms and technology-related topics, such as http://service.sap.com/platforms

maintenance strategies and language support
To access the Platform Availablity Matrix directly, enter
http://support.sap.com/pam

Network security http://service.sap.com/securityguide

High Availability https://www.sdn.sap.com/irj/sdn/ha

Performance http://service.sap.com/performance

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Content Location

Information about Support Package Stacks, latest software https://support.sap.com/sp-stacks

versions and patch level requirements

Information about Unicode technology http://service.sap.com/unicode@sap

List of Related Documentation

The following table lists related documentation:

Table 3:

Content Location

Component Installation / Upgrade Note SAP Note 2341111

Master Guide and Conversion Guide for SAP Portfolio and http://help.sap.com/ppms4
Project Management for SAP S/4HANA

Installation Guide for SAP S/4HANA http://help.sap.com/s4hana

Conversion Guide for SAP S/4HANA http://help.sap.com/s4hana

Operations Guide for SAP S/4HANA http://help.sap.com/s4hana

UI Technology Guide for SAP S/4HANA http://help.sap.com/s4hana

Security Guide for SAP Portfolio and Project Management for http://help.sap.com/ppms4
SAP S/4HANA

Information about creating error messages http://service.sap.com/messages

SAP Notes search http://service.sap.com/notes

SAP Software Distribution Center (software download and or http://service.sap.com/swds

dering of software)

SAP Online Knowledge Products (OKPs) role-specific Learn http://service.sap.com/rkt

ing Maps

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Components

To create customer messages, use the following support components:

Table 4:

Software Component Support Component

SAP NetWeaver Application Server Java BC-JAS

SAP NetWeaver Application Server ABAP BC-ABA

SAP Business Connector BC-MID-BUS

SAP Content Server BC-SRV-KPR-CMS

Project Management PPM-PRO

BW-BCT-PPM-PRO (SAP Business Intelligence component)

Portfolio Management PPM-PFM

PPM-CF-DFM (Decision Flow Management)

BW-BCT-PPM-PFM (SAP Business Intelligence component)

1.3 Important SAP Notes

You must read the following SAP Notes before you start the installation and during operating the system. These
SAP Notes contain the most recent information on the installation, as well as corrections to the installation
documentation.

Make sure that you have the up-to-date version of each SAP Note, which you can find on SAP Service Marketplace
at http://support.sap.com/notes .

Table 5:

SAP Note Number Title Description

2340075 FAQs SAP Portfolio and Project Man This note contains general information
agement 1.0 for SAP S/4HANA about SAP Portfolio and Project Man
agement 1.0 for SAP S/4HANA.

2340065 PPM 1.0 for S4H: Support package infor This note contains information and ref
mation, notes, and schedule erences to other notes about importing
support packages for SAP Portfolio and
Project Management 1.0 for SAP S/
4HANA.

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SAP Note Number Title Description

2340092 PPM 1.0 for S4H: Performance This note contains information about
performance notes.

2341122 Support Packages for EPPM 100 This note contains information about
support packages for the component
EPPM.

2341111 Release strategy for ABAP add-on EPPM This note describes how to install/
upgrade the ABAP add-on component
EPPM 100 on S4CORE 101.

894009 Adobe Document Services Configura This note contains information about
tion Guide how to access the latest configuration
documentation for ADS.

2340078 PPM 1.0 for S4H: Supported Browsers, This note contains information about the
Java versions, etc. browsers supported by SAP Portfolio
and Project Management 1.0 for SAP S/
4HANA.

2340116 PPM 1.0 for S4H: Restrictions This note lists restrictions for SAP Port
folio and Project Management 1.0 for
SAP S/4HANA.

2340108 PPM 1.0 for S4H: Configuration Content This note contains information about
how to find the Configuration Guide for
SAP Portfolio and Project Management
1.0 for SAP S/4HANA.

1808669 Error during installation of PPM This note describes the solution in case
(CPRXRPM) with ERP/SRM/CRM/SCM the installation results in error Multiple
active implementations for definition
HRALE00INBOUND_IDOC and Errors
occurred during post-handling AF
TER_IMP_SXCI for SXCI L .

2289424 S4TWL - SAP S/4HANA and SAP Busi

ness Warehouse Content - BI_CONT

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2 SAP Portfolio and Project Management for
S/4HANA Overview

2.1 Software Units of SAP Portfolio and Project Management

for SAP S/4HANA

2.1.1 Application Components

SAP Portfolio and Project Management for SAP S/4HANA consists of the following areas:

Portfolio Management
Project Management

SAP Portfolio and Project Management for SAP S/4HANA comprises the software component SAP Portfolio and
Project Management for SAP S/4HANA (EPPM) and the software component UI for EPPM (UIS4EPPM).

Portfolio Management

Portfolio Management integrates information from existing project management, human resources, and financial
systems to provide an overview of the project portfolio with easy drilldown to details for portfolio managers,
project managers, and resource managers. This enables innovative and collaborative, cross-functional business
processes.

Portfolio Management can be integrated with existing SAP and non-SAP back-end applications such as the
following:

SAP S/4HANA applications:

Project System
Human Resources
Finance
Non-SAP applications:
Microsoft Project

Project Management

Project Management covers the entire range of project management activities in development and consultancy
projects, from planning to implementation to project completion. Project Management supports organizations to
grow their project management excellence by

providing solid standalone project management core support

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 offering a wide range of integration options

Since Project Managements birth as development project management for the automotive industry, it has
emerged to a flexible project management solution for all industries and focused on various project types,
including

new product development and introduction

consulting projects
IT projects

Web User Interface of SAP Product Lifecycle Management (PLM-WUI)

You can manage the master data objects relevant to SAP PLM on the Web user interface (Web UI) of SAP Product
Lifecycle Management (SAP PLM).

This component can also run on a separate server.

SAP S/4HANA

You can use SAP S/4HANA to create object links to business objects, such as Project System objects,
documents, material masters, purchase order items or internal orders. Additionally, you can upload FI/CO data
from SAP S/4HANA to Portfolio Management.

The SAP S/4HANA system contains additional PLM functions, financial data in case financials integration is used,
and other functions, including HR (business partner, time recording, and so on).

The prerequisites for using the CATS Integration are as follows:

You have activated the business function CA_CATS_CPR_CORE.

If you are using the Web-Dynpro application for time recording, you have also activated the business function
CA_CATS_CPR.

Note
If you want to activate the business function CA_CATS_CPR, the system checks whether the business function
CA_CATS_CPR_CORE is active.

BI Content

You can use BI Content as of BI Content 757 for additional evaluations, see SAP Note 2289424 . BI Content
contains predefined evaluations and reports.

For more information about BI Content, see http://help.sap.com/bicontent .

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SAP Content Server

SAP Content Server is a separate server instance that is used to store documents or other types of content
related to SAP applications. With the accompanying cache server, content can be cached if your company
operates on several locations. This reduces the load of the wide area network when working with documents.

You can use the SAP Content Server for storing documents. It must correspond to interface version 0045 or
0046. SAP recommends that you use version 0046.

If no SAP Content Server is available, documents are stored on SAP NetWeaver.

Note
For more information, see http://service.sap.com/contentserver .

Product Instance SAP NW Adobe Document Service (ADS)

General Overview

The following Adobe software is included in the Adobe PDF-based forms used by SAP Portfolio and Project
Management for SAP S/4HANA:

Adobe LiveCycle Designer

Adobe LiveCycle Designer is a graphical tool for designing form layouts. It is part of the SAP NetWeaver
Developer Studio and ABAP Workbench.
Adobe Document Services (ADS)
Adobe Document Services are a set of Web services used to generate the PDF forms at runtime. In interactive
scenarios, these services extract the XML data from the form and send it to the system. In the front end,
Adobe Reader needs to run. For more information, see SAP Note 834573 .

Product instance SAP NW Adobe Document Service includes Adobe Document Services. You install this set of
runtime services on SAP NetWeaver Application Server Java. Ensure that you always use the latest version of
both, SAP NW Adobe Document Service and the Adobe Reader Software.

The key capabilities of SAP NW Adobe Document Service are:

Convert XML form templates (created using Adobe LiveCycle Designer) to PDF and various print formats
Set Adobe Reader rights to enable to fill out and annotate forms, save, and print them locally, and include
digital signatures for authentication using Adobe Reader
Extract data from SAP applications into Adobe PDF-based forms and transfer the data for the form back into
SAP applications using XML

ADS runs on a separate server: You can use ADS locally or as a shared service on a central SAP NetWeaver AS
Java. For more information, see the Master Guide for SAP NetWeaver at http://service.sap.com/instguidesnw .
For temporary release restrictions on Adobe Document Services (product instance SAP NW Adobe Document
Service) regarding the number of supported platforms, see the corresponding presentation at http://
support.sap.com/pam .

For development prerequisites that relate to Adobe PDF-based forms, see http://www.sdn.sap.com/irj/sdn/
adobe .

Adobe in SAP Portfolio and Project Management

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The following in SAP Portfolio and Project Management for SAP S/4HANA only run using Adobe Document
Services (ADS):

Project Management: Approval documents, project status reports, and print forms. Using digital signatures
(certificates) in the approval process requires a secure connection to the Adobe Document Services.
Certificates have to be installed in the Adobe Document Services for verification during the approval process.
Portfolio Management: The printing and fact sheet in Portfolio Management in SAP Portfolio and Project
Management for SAP S/4HANA only run using Adobe Document Services (ADS).

Also, for all users you need the Adobe Reader for printing. For more information about compatible versions of
Adobe Reader, see the Configuration Guide for SAP Interactive Forms by Adobe at http://
www.sdn.sap.com/irj/sdn/adobe .

PFCG Roles

For SAP Portfolio and Project Management for SAP S/4HANA, the following usage types are supported:

Table 6:

Usage Type Client / Browser Rendering Roles and Navigation SAP Portfolio and
Area Project Management
for SAP S/4HANA Ap
plication / Coding

Browser (Fiori Launch Browser HTML PFCG roles in Fiori UI Fiori UI and ABAP back-
pad) and ABAP back-end end system
system

SAP Business Client SAP BC for Desktop HTML PFCG roles in Fiori UI Fiori UI and ABAP back-
for Desktop (SAP BC and ABAP back-end end system
for Desktop) system

Browser (Business Cli Browser HTML PFCG role in ABAP ABAP back-end system
ent for HTML) back-end system

For more information about supported browsers, see SAP Note 2340078 .

For information about the SAP Fiori Launchpad and further implementation tasks on the front-end server, see
http://help.sap.com/s4hana SAP S/4HANA 1610 UI Technology Guide .

The PFCG role SAP_BPR_PPM needs to be assigned to every user for SAP Business Client for HTML or SAP
Business Client for Desktop. Via the role, the navigation menus for Web Dynpro UIs are provided.

The following PFCG roles of SAP Portfolio and Project Management for SAP S/4HANA include authorizations to
start the Web Dynpro ABAP applications (authorization check S_START) for Project Management and Portfolio
Management:

SAP_CPR_USER
SAP_XRPM_USER

For details see the particular roles in transaction PFCG and choose Authorizations Display Authorization Data
Cross-application Authorization Objects Start Authorization Check for TADIR Objects .

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SAP recommends to adapt custom-specific roles accordingly.

For more information about roles, see the Security Guide (chapter Authorizations) for SAP Portfolio and Project
Management for SAP S/4HANA.

2.1.2 Technology Components

SAP NetWeaver Business Warehouse (SAP NetWeaver BW)

For more information, see SAP Note 2289424 .

SAP NetWeaver BW is an analysis tool that gathers and refines information from internal and external sources
containing:

Customizable reporting tools from any perspective

Predefined information models, reports, analyses, and key performance indicators

You can use SAP NetWeaver BW as an optional software component for all SAP PLM key capabilities to create
reports and replicate them to the different users working offline using the middleware mechanisms. The SAP
analysis is replicated as Microsoft Excel spreadsheets and is available in the Mobile Client in the Reports
component.

SAP NetWeaver BW functions are enhanced by Business Information (BI) Content for SAP Portfolio and Project
Management for SAP S/4HANA, which is a set of pre-built InfoCubes and DataStore objects containing
customized InfoObjects and queries.

For more information, see http://service.sap.com/bi .

SAP Internet Graphics Server

SAP Internet Graphics Server (IGS) is a front-end-independent server-based engine for generating graphical
content. You can access data via HTTP or remote function call (RFC) using data from SAP or non-SAP
components.

SAP IGS enables you to:

Display graphics in SAP GUI for Windows, SAP GUI for HTML, and SAP GUI for Java
Generate graphics based on a set of data without displaying the graphics in the front-end

At present, SAP IGS supports the following graphic types:

Business graphics
Networks
Bar charts

To generate graphics, the application server sends data to SAP IGS via RFC. SAP IGS then generates a graphics
control and a bitmap, which is sent back to the application server (in GIF, JPEG, BMP, PNG, VML, or SVG format).

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2.1.3 Additional Technology

SAP Web Dynpro Active Component Framework (ACF)

The ACF is a framework for integrating active components, such as Java Applets in Web Dynpro. To install ACF,
you require administration authorization on the client PC. To run ACF, you must enable ActiveX in your Web
browser. For more information about installing the ACF, see SAP Note 766191 . For information about
supported browsers, see SAP Note 2340078 .

Java Gantt Chart

The timeline monitor uses a Gantt chart on the Web Dynpro ABAP screens. Therefore, when calling the Gantt
chart for the first time, a Java Applet has to be signed and installed on the local computer. For information about
supported browsers, see SAP Note 2340078 .

Navigation

In SAP Portfolio and Project Management for SAP S/4HANA, the navigation has been revamped and there are
new configuration tables available. To enable the navigation, you must carry out the following manual steps:

1. You must maintain the Customizing settings in SAP Portfolio and Project Management for SAP S/4HANA
under Portfolio Management Global Customizing Process and Service Settings Navigation Settings .
We deliver the Customizing entries as standard in the Customizing client.
2. From the delivery client, you must copy the data from the Customizing tables mentioned below by choosing
transaction /n/RPM/CUST_COPY:
/RPM/DASH_PERS: Dashboard Customization
/RPM/DASH_ROLE: Dashboard Attributes Override Table
INM_NAV_CTX: INM Navigation Context
INM_NAV_CTX_W: INM Navigation Context Workcenter
INM_NAV_INF_W: INM Navigation Information
3. You manually adjust and compare the Customizing data with the delivery client by choosing transaction SCU0.
4. Initially all dashboard fields are displayed as standard fields. With this, it is not possible to navigate to the
object windows. To activate the links to the object windows, select the Link checkbox in Customizing for SAP
Portfolio and Project Management under Portfolio Management Global Customizing Global Field
Settings Dashboard Settings Define Fields for Dashboards .
You can also copy the Customizing for the dashboards by copying /RPM/DASHBOARD using
transaction /n/RPM/CUST_COPY.

Caution
This transaction copies the standard Customizing for all dashboards and invalidates all customer-specific
Customizing for the dashboards. Object-type-specific copying is not supported by transaction /n/RPM/
CUST_COPY.

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MS Project Integration

For supported browsers, see SAP Note 2340078 .

Object Links to Extended Material Numbers

In the following cases, you must prepare your system for the creation or the use of object links to materials that
are based on the extended material number (maximum length of 40 characters) instead of the standard material
number (maximum length of 18 characters):

Upgrade of the target system

In your Portfolio and Project Management applications, you already use object links to materials stored in an
SAP system that uses the standard material number. As a result of an upgrade, this system now uses the
extended material number. You want to retain the availability of your existing object links to materials.
Furthermore, you want to create new object links to extended material numbers.
New target system
You integrate a new system, which uses the extended material number, into your system landscape. In
Portfolio and Project Management applications, you want to create object links to materials stored in this new
system.

For more information, see the Setting Up Object Links to Extended Material Numbers chapters in the Configuration
Guide for SAP Portfolio and Project Management for SAP S/4HANA.

2.2 Software Component Matrix

This section provides information about which application of SAP Portfolio and Project Management for SAP S/
4HANA uses which component and specifies the minimum release of each component.

Key: X = relevant for application; (X) = useful for application; = not part of the application

Table 7:

Software Component Portfolio Management Project Management

EPPM 100 X X

(ABAP component for SAP Portfolio and

Project Management for SAP S/4HANA)

UIS4EPPM 100 X X

(Fiori UI component for SAP Portfolio

and Project Management for S/4HANA)

SAP S/4HANA 1610 X X

(See SAP Note 2340065 )

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Software Component Portfolio Management Project Management

SAP GUI X X

7.40 or higher 7.40 or higher

Adobe Document Services (ADS) 7.50 X X

Separate server, SAP NetWeaver with Separate server, SAP NetWeaver with
usage type AS Java usage type AS Java

Adobe Reader on client PCs (X) (X)

(Optional, but required if using Adobe (Optional, but required if using Adobe
Forms for Printing) Forms for Printing)

SAP Content Server (X) (X)

Must correspond to interface version Must correspond to interface version

0045 or 0046 0045 or 0046

SAP IGS X X

Browsers See SAP Note 2340078 for informa See SAP Note 2340078 for informa
tion about supported browsers for SAP tion about supported browsers for SAP
Portfolio and Project Management for Portfolio and Project Management for
SAP S/4HANA SAP S/4HANA

SAP NetWeaver Business Warehouse (X) (X)

(BW) 7.51
Can run on a separate server (see SAP Can run on a separate server (see SAP
Note 2289424 ) Note 2289424 )

SAP Business Information (BI) Content (X) (X)

SAP NW 7.51 BI Content 757 or higher SAP NW 7.51 BI Content 757 or higher
(optional, but required if using SAP BI) (optional, but required if using SAP BI)

See SAP Note 2289424 . See SAP Note 2289424 .

SAP R/3 or SAP ERP ECC (on a separate (X) (X)

server)
4.6C SP47, 4.70 SP20, ECC 5.00 SP00, 4.6C SP47, 4.70 SP20, ECC 5.00 SP00,
ECC 6.00 SP Stack 11, if using integra ECC 6.00 SP Stack 11
tion to SAP FI, SAP HR, or SAP PS
(on a separate server)
For enhanced ERP integration, SAP ERP
6.0 enhancement package 5 is required.

(on a separate server)

Virus Scanner for documents (X) (X)

Optional but highly recommended, see Optional but highly recommended, see
Security Guide for SAP Portfolio and Security Guide for SAP Portfolio and
Project Management for SAP S/4HANA Project Management for SAP S/4HANA

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16 PUBLIC SAP Portfolio and Project Management for S/4HANA Overview
 Software Component Portfolio Management Project Management

SAP BusinessObjects Explorer (XI3.2 or (X) (X)

higher)

Caution
If you use a popup blocker, make sure that it is configured to allow pop-ups from your SAP Portfolio and Project
Management for SAP S/4HANA system, for example <server>.<your company>.com. Otherwise, the
system cannot close your session automatically when you leave the application by browsing away or closing
your browser. This may result in objects being locked by you although you have already left the application.

2.3 System Landscape

Minimal System Landscape

The minimal system landscape of SAP Portfolio and Project Management for SAP S/4HANA consists of the
following main components:

SAP Portfolio and Project Management for SAP S/4HANA (EPPM)

SAP S/4HANA
Product instance SAP NetWeaver Adobe
Browser / SAP NetWeaver Business Client

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 Figure 1: Minimal System Landscape

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18 PUBLIC SAP Portfolio and Project Management for S/4HANA Overview
Technical System Landscape

The following graphic provides an overview of the recommended basic technical infrastructure of SAP Portfolio
and Project Management for SAP S/4HANA:

Figure 2: Technical System Landscape

2.4 Overall Implementation Sequence

Use

The following table describes the overall installation sequence for SAP Portfolio and Project Management for SAP
S/4HANA.

This table contains all available software units. However, to implement a specific application, you only need a
subset of available software units. Some are only required for special processes. For information about which
software is required to implement a specific application, see Software Component Matrix [page 15].

For documentation listed in the following table, see References.

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Process

Caution
Before you start the installation of SAP Portfolio and Project Management for SAP S/4HANA, make sure that
you have installed at least Support Package 05 for SAP Solution Manager 7.1. Prior to the installation process,
SAP Solution Manager determines which components need to be installed on the SAP Portfolio and Project
Management for SAP S/4HANA system and in which sequence.

Table 8: Implementation Sequence

No Action Remarks and Subsequent Server Installation

Steps
[Corresponding Documenta
tion]

1 Install, convert or upgrade to Install the required languages.

SAP S/4HANA 1610 and ap
[Guide: Language Transport,
ply the required support
(BC-CTS-LAN)]
packages.

[Guide: Installation Guide for

SAP S/4HANA at http://
help.sap.com/s4hana ]

2 Install SAP Portfolio and SAP Portfolio and Project

Project Management 1.0 for Management for SAP S/
SAP S/4HANA on the SAP 4HANA includes two applica
NetWeaver system of the SAP tions:
S/4HANA 1610 system (see
Project Management
SAP Note 2341111 ) and ap
Portfolio Management
ply the required support
packages. EPPM 100 is an add-on for
SAP S/4HANA 1610.

3 Install UIS4EPPM 100. Can run on a separate server.

4 Install Adobe Document

Server.

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 No Action Remarks and Subsequent Server Installation
Steps
[Corresponding Documenta
tion]

5 Optional: Install SAP NetWea 1. Install SAP GUI with Busi See SAP Note 2289424 .
ver Business Warehouse ness Warehouse Exten
We recommend that you in
(SAP BW) with SAP Business sions.
stall SAP NetWeaver Busi
Intelligence (SAP BI) 7.51. See 2. Activate the Business In
ness Warehouse on a sepa
SAP Note 2289424 . formation (BI) Content
rate server.
for Portfolio Manage
ment and/or Project
Management (Info Cubes
and ODS objects).

For more information, see the

documentation BI Content for
SAP Portfolio and Project
Management.

6 Install BI_CONT 757 or higher.

See SAP Note 2289424 .

7 Optional: Install Microsoft If you intend to import project

Project. plans (*.mpp files) from Mi
crosoft Project Client, you
See Microsoft Project docu
must install the Microsoft
mentation.
Project Client software on
your PC.

For the supported versions of

Microsoft Project, please see
SAP Note 892638 (Inte
grated Office Suites (IOS):
Maintenance Information).

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3 Applications of SAP Portfolio and Project
Management for SAP S/4HANA

Portfolio Management Overview

Portfolio Management is designed to manage the capacity and deployment of human capital assets across
multiple projects. Portfolio Management integrates information from existing project management, human
resources, and financial systems to provide a complete overview of an organizations project portfolio with easy
drilldown to details for portfolio managers, project managers, and resource managers. Moreover, you can use
initiatives to link to projects and documents in Project Management. You can synchronize objects between
Portfolio and Project Management (horizontal synchronization), or objects within Portfolio and Project
Management (vertical synchronization).

Project Management Overview

Project Management enables you to realize innovative ideas in all kinds of projects (for example, Development
projects or projects to simplify internal processes) to implement recognized quality standards, and to reduce
costs incurred by errors.

Project Management is a cross-industry application that supports the entire process of your project, from
conception to planning and quality checks, through to the completion of the project. It also allows you to
communicate with external partners or lead customers.

Project Management incorporates internationally recognized standards (QS-9000) and is based on methods like
Advanced Product Quality Planning (APQP) developed in the automotive industry. Furthermore, Project
Management supports several business scenarios such as New Product Development and Introduction (NPDI),
Professional Service Delivery (consulting projects), internal IT projects, and Six Sigma improvement projects.

Project Management also provides tight integration with Portfolio Management in order to support project data
synchronization and resource management. For this reason, Project Management and Portfolio Management are
included in one software component (EPPM).

Key Benefits of Project Management include:

As single source of truth Project Management provides company-wide transparency of all projects.
Complete functional support for project planning, execution and controlling
Project structuring and scheduling
Clear responsibilities based on roles
Well-defined handover through approval protected phase gates
Effective collaboration for all project stakeholders through web interface
Effective use of resources through Project Management enterprise resource planning and tracking.
Reduce project time to market and costs by implementing project templates
Timely and consistent status information based on dashboards, evaluations and alerts
Rapid access to all project related information in SAP S/4HANA.

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 Governance through comprehensive authorizations
Tracking project history through status reports and versions

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4 Solution-Wide Topics

4.1 SAP Solution Manager

SAP provides the SAP Solution Manager as the highly recommended platform to efficiently support the
implementation of your solution. Using SAP Solution Manager will significantly accelerate the implementation
process and help you to achieve your business goals. At the same time, SAP will be able to deliver Support
Services based on the business scenarios designed and documented in SAP Solution Manager. Implementation
content for your solution may further accelerate the implementation process. For information about availability of
content specifically tailored to your solution, see SAP Service Marketplace under https://service.sap.com/
solutionmanager .

4.1.1 Business Processes

You can find the business processes under Organizational Areas Product Development and Introduction
Business Processes . At least SP05 for SAP Solution Manager 7.1 is required.

For Portfolio Management:

Managing Portfolio Initiatives (Portf. and Proj. Mgmt)

Managing Portfolios (Portf. and Proj. Mgmt)
Financial Planning (Portf. and Proj. Mgmt)
Resource Demand Planning (Portf. and Proj. Mgmt)
Managing Portfolio Metrics (Portf. and Proj. Mgmt)

For Project Management:

Project Execution with Project Management (Portf. and Proj. Mgmt)

Project Planning with Project Management (Portf. and Proj. Mgmt)
Resource and Time Management with Project Management (Portf. and Proj. Mgmt)
Project Accounting with Project Management (Portf. and Proj. Mgmt)

The following configuration elements are available:

SAP Portfolio and Project Management Configuration Structures SAP Portf. and Proj. Mgmt <Release>
Basic Settings for Project Management
SAP Portfolio and Project Management Configuration Structures SAP Portf. and Proj. Mgmt <Release>
Basic Settings for Portfolio Management

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A Appendix

A.1 List of Documents

The following table lists documentation relevant for SAP Portfolio and Project Management and its applications.

Key: X = relevant for application (X) = useful for application =not part of the application

Table 9:

Title Location Project Management Portfolio Management

Guides for SAP NetWeaver http://help.sap.com/s4hana X X

7.51 for SAP S/4HANA SAP S/4HANA 1610

Guides for SAP S/4HANA http://help.sap.com/s4hana (X) (X)

SAP S/4HANA 1610

Technical Operations Manual http://help.sap.com/s4hana X X

for SAP NetWeaver SAP S/4HANA 1610

Adobe Document Services 894009 X X

Configuration Guide

BI Content 7.57 http://help.sap.com/bicon (X) (X)

tent

SAP Content Server Installa http://service.sap.com/ (X) (X)

tion Guide instguides

Information about the Busi http://help.sap.com/s4hana X X

ness-Context Viewer (BCV) SAP S/4HANA 1610
see SAP S/4HANA Applica
tion Operations Guide

Conversion Guide for SAP http://help.sap.com/ppms4 X X

Portfolio and Project Manage
ment for SAP S/4HANA

Security Guide for SAP Port http://help.sap.com/ppms4 X X

folio and Project Management
for SAP S/4HANA

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Appendix PUBLIC 25
Important Disclaimers and Legal Information

Coding Samples
Any software coding and/or code lines / strings ("Code") included in this documentation are only examples and are not intended to be used in a productive system
environment. The Code is only intended to better explain and visualize the syntax and phrasing rules of certain coding. SAP does not warrant the correctness and
completeness of the Code given herein, and SAP shall not be liable for errors or damages caused by the usage of the Code, unless damages were caused by SAP
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caused by the use of related information unless damages have been caused by SAP's gross negligence or willful misconduct. All links are categorized for transparency
(see: http://help.sap.com/disclaimer).

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Master Guide for SAP Portfolio and Project Management 1.0 for SAP S/4HANA
Important Disclaimers and Legal Information PUBLIC 27
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