SAP Portfolio and Project Management 6.1 Overview of New Features

SAP Portfolio and Project Management 6.
1
Overview of New Features
Johan Malmström, SAP EMEA
October, 2014 Customer
Disclaimer
The information in this presentation is confidential and proprietary to SAP and may not be disclosed without the
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subscription agreement with SAP. SAP has no obligation to pursue any course of business outlined in this
document or any related presentation, or to develop or release any functionality mentioned therein. This
document, or any related presentation and SAP's strategy and possible future developments, products and or
platforms directions and functionality are all subject to change and may be changed by SAP at any time for any
reason without notice. The information in this document is not a commitment, promise or legal obligation to
deliver any material, code or functionality. This document is provided without a warranty of any kind, either
express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular
purpose, or non-infringement. This document is for informational purposes and may not be incorporated into a
contract. SAP assumes no responsibility for errors or omissions in this document, except if such damages were
caused by SAP´s willful misconduct or gross negligence.
All forward-looking statements are subject to various risks and uncertainties that could cause actual results to
differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking
statements, which speak only as of their dates, and they should not be relied upon in making purchasing
decisions.
© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 2

Agenda
Topic
Ramp-Up Schedule
Fiori Apps
Outlook

Agenda
Topic
Ramp-Up Schedule
Fiori Apps
Outlook

Enterprise Portfolio and Project Management
Solution Planned
2014
2013 SAP Portfolio and
2009 SAP Portfolio and Project Management 6.1
Project Management 6.0 • Usability Improvements
Until 2007 SAP Portfolio and • HANA in Memory • Functional
SAP cProject Suite Project PM 5.0 Technology Enhancements
SAP xRPM • Enhanced ERP • New Financial KPIs • Innovation Management
• WebDynpro UI Integration • New Integration Scenario Integration
• Integration Scenarios • Alternative Hierarchies for EERM
• Multilevel Controlling • Flexible Process Change • Fiori Apps
• Reviews & Scoring • Mile Stone Trend
• Fin.& Cap. Plan Analysis
• Initiative • Gantt Chart
SAP PPM Align Merge New Technology Usability
SAP ERP
SAP NetWeaver

SAP Portfolio and Projects Management
Solution Components
SAP Portfolio and Project SAP Innovation
SAP Fiori Management 6.1 Management 1.0
Portfolio Management Analytics Idea Management

Campaigns “ Managing and monitoring
Idea Collection the portfolio & programs”
Idea Assessment Strategic Level
Expert Finder
SAP Enterprise Project
Commercial
Initiate Aggregate Connection 2.0
Project Management Project Management 3rd party Proj. Mgmt
Financial Planning Project Planning and Execution “ Project Management and
Workspace Monitoring Execution”
Issue and Change Progress Tracking Others Tactical Level
Management
SAP Commercial
Integrate SAP ERP 6.0
Project Management 1.0
Sales & Logistics R&D Resources Financial Data
“ Project Management and
SD/CRM PLM HR Project System Execution”
PP/SCM EHS MRS FI/CO
Operational Level
MM/SRM Time (CATS)

Release Motto for SAP Portfolio and Project Management 6.1
Provide continues innovations for installed base customers by
Closing urgent functional gaps addressed by user groups
Improving user experience and usability with non-disruptive enhancements
Further alignment of project management and portfolio management

New Features in Portfolio Management
Focus Area …and special aspects

New Portfolio Item Dashboards
• Replace current ALV lists by new WebDynpro tables offering better
visualization, scrolling, filtering, dynamic count of visible columns (Excel-like-behaviour)
Multi-language Handling
• Language dependent texts in PFM
• Master Language for Portfolio
• Disable of Multi Language Handling
Display of Archived Portfolio Data
• Search for archived portfolio objects
• Display archived data in know web user interface
• Specific authorization object for displaying archived data
Usability Enhancements
• Search for buckets
• Expand/Collapse for bucket structure
User Interface of Object Links in Portfolio Management
• User Interface for Object Links in Project Management is now also used in Portfolio Management

New Portfolio Item Dashboard
Improved Usability with New NetWeaver Technology
The item dashboard is newly based on the flexible table service ATS providing new features to
improve the usability if the item dashboard, as e.g.
 Scrolling in the list does

update the rows simultaneously
 Column width stays stable
on scrolling
Other features are still available, e.g.

 Personal and flexible filter options
 Maintain filter options directly at
column header
 Multiple personalized views with column, sorting,
grouping and filter options

Multiple Languages in Portfolio Management
Specify allowed text languages Define master language Use multiple languages
for portfolio in all portfolio objects
Using multiple languages is now possible in portfolio management
After upgrade using multiple languages is disabled and has to be activated explicitly
Activation is supported by a migration report for setting master language and copy texts

Search and Display of Archived Portfolio Management Data
Search is enhanced to find now archived portfolio objects

Item, Initiative, Review, Collection, Bucket, Bucket in Classification Hierarchy, Portfolio
User can access archived data in standard screen (read-only)

Search and Display of Archived Portfolio Management Data
Authorization for Archived Objects in Portfolio Management
The read access to archived Portfolio Management data is controlled by the new authorization
object RPM_ARCH
 The authority check for RPM_ARCH is processed when the user selects an archived object on the search
results to display the detailed object information
 The granted authorization covers all data of the specific object, e.g. the authorization for
an archived portfolio item includes item details and also item financial and capacity data
 The access control lists (ACL) used by the authority check for active portfolio data
is not considered for archived portfolio data
 Example: user role for specific items of specific portfolios

New Features in Project Management
Project Structuring and Graphical Views
Project Structuring and Maintenance
• Task hierarchies below project definition
• Checklists below tasks
• Improved create buttons for tasks, checklists, phases, milestones…
• On creation (or selection) of project element, set focus to field description
• Allow the inclusion of operational project elements
• Improved copy and paste
• Full support of cut/copy/paste (incl. drag & drop) between phases and project definition
• Copy tasks: copy also role assignments
• Quick action buttons
• Delete constraints with button in detail view. Introduce button on task details resetting all constraints.
• Indent/Outdent in hierarchy. Introduce buttons to indent and outdent objects in hierarchy
• Automatically set POC to 100% on task completion
• Use operational authorizations in project versions
Graphical Views
• Enable Graphic View Optimizations I to project header and checklist items
• Define a default start view in graphic view
• Enable Graphic View Optimization for Multi-Project Monitor
• Prevent automatic scrolling to start of task in GANTT Charts
• Better display of summary tasks bars by using distinct colour or pattern in GANTT.

Project Structuring of Checklists and Tasks
Subtasks below Project & Checklists for Tasks
Tasks assigned directly to the project Checklist can be assigned to tasks of the
definition can be detailed with multiple levels operational project structure.
of subtasks
Checklist references can be assigned to tasks
of the operational project and project template

Improvements for Creation of Project Elements
Redesign of Create Buttons / Set Focus on “Name”
Create in 6.0 and earlier: For better user experience, the focus will be
set automatically on the “Name” field on
 Creation, pasting or including a project element
 Selection or deletion (automatic selection) of a project
Create in 6.1: element
Button 1 for Button 2 for
same level sub level
Button 3 with
drop-down for all
other possible
options

Improvements for Copy & Paste
Tasks and checklists can be moved or copied Copying a task copies also resource data
from their original position across the entire  responsible role and responsible resource
project structure to another task / checklist or  assigned roles, resources, work
phase or the project definition.  assignment start date, finish date

Include of Operational Project Elements
The include functionality in operational projects is extended to tasks and checklists.

 Users can include (copy)
project elements from
project template or
operational project
 User interface for include

is redesigned to select
easily one or multiple
elements or sub-trees
from source project
structure

Quick Action Buttons for Project Structure
Indent and outdent in project hierarchy Reset constraints for hierarchy or element
Indent
Outdent

Enhancements in Graphical Views (1)
Automatic scroll to start of project element Additional information can be displayed also
can be disabled for project header
All additional information now also available in

Multi-Project Monitor (aligned with single-
project GANTT)

Enhancements in Graphical Views (2)
Summary tasks are displayed in different color A default view for the graphical view can be
defined in user settings

New Features in Project Management
Project Dashboards and Resource Planning
Project Dashboards
• List of all projects I'm authorized
• Open multiple projects from project dashboard via button "open“
• Display project in “My Tasks” list
Staffing Screens and Search
• Additional columns (organizational unit, phone number, location)
• Type ahead search
• Deletion and multi-select
• Delete selected staffings
• Delete Role in staffing overview
• Grant authorization to user on staffing to improved consistency and transparency
Management of Conflicts Between Task Scheduling and Resource Planning
• Display conflicts between task scheduling and resource planning
• Semi-automatic adjustments, e.g. update role demand/staffing dates

Improvements for Project Dashboards
Dashboard for “All Projects” / Open Multiple Projects
In a new dashboard the system displays a list Multiple projects can be opened in one step
of “All Projects” that a user is authorized to when multiple rows are selected in the project
see dashboard (Maximum: 15)

Improvements for Resource and Staffing Screens
More Details of Resources / Type Ahead Search
Additional columns with detail information Resource search provides now also “Type
added to screens for staffings, search and Ahead” feature
candidates  Displays also the additional information
 Business partner ID, telephone, user ID, location,
manager, organizational unit

Improvements for Resource and Staffing Screens
Multi Select in Staffing / Delete Role in Staffing Overview
Multi-Select is now enabled in staffing table Deleting one or multiple roles is now possible
allowing execution of 'Delete Staffing', 'Copy in Staffing Overview
Staffing‘ and 'Send E-Mail' for all selected
rows

Overview
SAP Project Management provides a new feature to easily re-plan the dates and distribution on
role-task-assignment, role and staffing
 Automatic conflict detection of dates and distributions on role-task-assignments, role, staffing.
 Suggested adjustments for automatic re-planning with a single click.
 Conflicts displayed in group with identification of the source object of conflict.
RTA Staffing Role
Task
Suggest valid work & Suggest valid work & Suggest valid work &
change work & dates Check Check Check
dates dates dates
conflicts conflicts conflicts

Visualize Conflicts
Current date: the current date of the project element

Suggested date: the calculated date to solve the conflicts
New date: date to solve manually solve the conflicts
Grouped objects to display Source object of Distribution status, e.g.

conflicts, e.g. task, assignment, the conflict no distribution/has a distribution/
staffing, role, project header has a conflict in distribution
Resolve Conflicts by “Adjust Dates”
“Adjust Dates” replaces the current dates with the suggested (or manual) dates
 Conflicts are solved and status changes to green
Message area displays the

result of adjustment

Resolve Conflicts by “Adjust Dates and Distribution”
“Adjust Dates and distribution” adjusts both the dates and distribution.
The distribution will be equally distributed according to the original demand in the new timeframe
after adjustment of dates.

Example: Resolve Conflicts of Role and Staffing Dates With Task Assignment Dates
Conflicts of role and staffing with dates of a corresponding task assignment are visualized and can be
resolved.
 Adjust Dates
takes over the new or suggested dates from the task assignment
 Adjust Dates and Distribution
does also distribute equally the role demand and staffed work between adapted start and end dates

Other Enhancements

Integration with new product “SAP Innovation Management”
• Link project or portfolio items with Ideas in SAP Innovation Management
Further Enhancements
• Some performance improvements
• More flexibility for customer enhancements
• URL for project status reports
• BCV context keys for e.g. phases
• Multiple languages in XML export/import of project structure

Link to Ideas in SAP Innovation Management
New object link allows connecting projects, portfolio items or initiatives to ideas in SAP
Innovation Management
 Details ideas can be displayed in SAP Portfolio Management
 Users can navigate directly to the idea either in Innovation Office or in the Innovation Community
0000000002

Agenda
Topic
Ramp-Up Schedule
Fiori Apps
Outlook

Ramp-Up Project Timeline Planned RTC: CW 44 / 2014
Planned GA: CW 18 / 2015
SAP Portfolio and Project Management 6.1
2014 2015
J F M A M J J A S O N D J F M A M J J A S O N D
 Customer Validation with 2 customers
RU Nomination
 Ramp-Up Ramp-Up
RTC GA
CW 44 / 2014 CW 18 / 2015
Required Ramp-Up Coach Engagement

Technical upgrade only (Start release 5.0 or 6.0)  No Ramp-Up Coach necessary
Technical upgrade only (Start release lower than 5.0)  Ramp-Up Coach required
Upgrade with functional enhancements  Case-by-case decision
New installations  Ramp-Up Coach required

Agenda
Topic
Ramp-Up Schedule
Fiori Apps
Outlook

Fiori for SAP PPM 6.0/6.1 (1)
Create, Change And Approve Project Proposal
 Hand-in new project
proposals (portfolio
items)
 Casual Business Users
 Simplified user
interface
 Basic information
 Approve / Reject
Decision Point
 Consistent user
interface across all
devices
 JAM integration

Fiori for SAP PPM 6.0/6.1 (2)
Project Task Confirmation
Self Service for project team
members
Report back
 Time / Effort
 Percentage of Completion
 Confirm Task
Consistent User Interface

across all devices
Improved accuracy of
project monitoring
Increases productivity of
project team
JAM Integration

Agenda
Topic
Ramp-Up Schedule
Fiori Apps
Outlook

SAP Portfolio and Project Management
Roadmap
2013 2014 2015
4 Fiori Apps Further transactional Apps

Smaller Enhancements
(transact.)
Analytical Apps (also in
Fiori Q4 RTC Q2 GA combination with ERP PS/CO)
Fiori Apps Fiori Fiori Fact Sheets for Objects
Virtual Data Models (VDM)

HANA
HANA Search
Q1 GA
Release 6.0
Functional Q4 RTC Q2 GA
Enhancements Release 6.1: Functional and Release 6.1 Release 6.1
Usability Enhancements
Customer Connection Cycle 3
for PPM

Customer Connection for SAP Portfolio and Project Management
CC Cycle 3 – Project Timeline
SAP Customers Customers

Submit improvement requests, Provide feedback in Provide feedback
subscribe for development & support testing on productive use
IR prioritization
Final Call Decision

Kick-Off (CW43) Selection Call Delivery Call
Dec 4, 2014 Meeting 12.2.2015 ~ August 2015
Oct 20-23, 2014Speaker’s Corner Sessions 29.1.2015
CW 45,46, 47 & 48
Collect Select Develop Use

open project workspace close project workspace
20.10.2014 12.12.2014
Selection of
Collection of Improvement Improvements’ development Productive use in
improvement requests
Requests (delivery as notes/SP) customers‘ systems
for implementation
Follows, moderates and Detailed analysis Development and Continuous improvement of

comments on and decision on delivery of notes and the Customer Connection
improvement request implementation support packages process
Project Team
Thank You
Contact information:
Johan Malmström
SAP EMEA
[email protected]
© 2014 SAP SE or an SAP affiliate company. All rights reserved.

Appendix
Benefits
 Seamlessly integrated into SAP PPM 6.0 SP 01 or higher
 Runs on HANA, as well as on any other DB
 Web-based application, that can be easily enhanced using HTML5
Key Capabilities
 Display a list of all portfolio items proposals (portfolio items in start status); display details of portfolio
items
 Create, edit, or delete new portfolio item proposals
 Search for portfolio items in the portfolio items list
 Select the relevant portfolios and buckets from lists while creating a new proposal
 Add notes to portfolio items
 Display attachments assigned to portfolio items
 Send portfolio item proposals to review
User Story System Requirements / App Prerequisites

 Supported Browsers: Apple Safari for iOS 6.1.3, Android 4.1.2 and Android Chrome Browser for
 Enables program manager to: Android 4.2.2, Microsoft Internet Explorer 9.0 or higher
- create proposals for new portfolio items  The SAP SAP PPM 6.0 SP 01 or higher system available at customer site
- Once a proposal is completed, the program manager can send it to start the reviewing  PFCG Role SAP_PPM_PFMITPR_CRE_APP must be assigned .
process
 Access Fiori “Create Portfolio Item Proposals” application (Launchpad should be configured!)
 Allows for the performance of the creation task anytime, anyplace, and on any device (desktop,
tablet, mobile devices)  In your backend system the customizing of SAP Portfolio and Project Management has to be
maintained for the app
 Provides intuitive and user-friendly navigation
 Login with the SAP PPM user into Fiori application

Benefits
Key Capabilities
 Display a list of all assigned portfolio items with decision points for approval; display data of portfolio
items and decision points
 Approve or reject a single decision point or multiple decision points simultaneously. Add optional notes
to explain the decisions.
 Group portfolio items by decision point or by priority
 Display notes or add new notes to portfolio items; get in contact with the creators of notes

- approve or reject a decision point at the end of a phase  The SAP SAP PPM 6.0 SP 01 or higher system available at customer site
 Allows for the performance of the approval task anytime, anyplace, and on any device (desktop,  PFCG Role SAP_PPM_PFMDCPT_APV_APP must be assigned .
tablet, mobile devices)  Access Fiori “Approve Decison Points” application (Launchpad should be configured!)
 Provides intuitive and user-friendly navigation  In your backend system the customizing of SAP Portfolio and Project Management has to be

Benefits
Key Capabilities
 Display a list of all portfolio items which can be changed (not in the end status); display data of portfolio
items
 Change data of portfolio items
 Group portfolio items by item status or by priority
 Display notes or add new notes to portfolio items; get in contact with the creators of notes

- change basic data, post notes, and view documents of portfolio items  The SAP SAP PPM 6.0 SP 01 or higher system available at customer site
 Allows for the performance of the change task anytime, anyplace, and on any device (desktop,  PFCG Role SAP_PPM_PFMITPR_CHG_APP must be assigned .
tablet, mobile devices)
 Access Fiori “Change Portfolio Item” application (Launchpad should be configured!)
 Provides intuitive and user-friendly navigation
 In your backend system the customizing of SAP Portfolio and Project Management has to be

Benefits
Key Capabilities
 Display all project tasks that are assigned to your user including all project task delegated by other
users
 Group or filter the entries in the list of project tasks displayed for your user
 Enter the progress of your work for a selected project task
 Search in your project task list
 Display notes or add new notes to project tasks; get in contact with the creators of notes
 Display attachments assigned to project tasks

 Enables project team members to: Android 4.2.2, Microsoft Internet Explorer 9.0 or higher
- view a list of all project tasks they are assigned to  The SAP SAP PPM 6.0 SP 01 or higher system available at customer site
- Confirm the progress of their work  PFCG Role SAP_PPM_PROTSK_CNF_APP must be assigned .
- Post notes to and view documents of project tasks  Access Fiori “Change Portfolio Item” application (Launchpad should be configured!)
 Allows for the performance of viewing and confirming anytime, anyplace, and on any device  In your backend system the customizing of SAP Portfolio and Project Management has to be
(desktop, tablet, mobile devices) maintained for the app
 Provides intuitive and user-friendly navigation  Login with the SAP PPM user into Fiori application

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In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or
release any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future
developments, products, and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for
any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-
looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place
undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

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SAP Portfolio and Project Management 6.

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 2

Overview of New Features

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 3

Overview of New Features

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 4

SAP PPM Align Merge New Technology Usability

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 5

Portfolio Management Analytics Idea Management

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 6

Provide continues innovations for installed base customers by

Closing urgent functional gaps addressed by user groups

Improving user experience and usability with non-disruptive enhancements

Further alignment of project management and portfolio management

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 7

Focus Area …and special aspects

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 8

 Scrolling in the list does

Other features are still available, e.g.

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 9

Using multiple languages is now possible in portfolio management

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 10

Search is enhanced to find now archived portfolio objects

User can access archived data in standard screen (read-only)

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 11

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 12

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 13

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 14

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 15

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 16

The include functionality in operational projects is extended to tasks and checklists.

 User interface for include

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 17

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 18

All additional information now also available in

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 19

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 20

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 21

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 22

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 23

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 24

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 25

Current date: the current date of the project element

Grouped objects to display Source object of Distribution status, e.g.

Message area displays the

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 27

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 28

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 29

Focus Area …and special aspects

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 30

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 31

Overview of New Features

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 32

 Customer Validation with 2 customers

Required Ramp-Up Coach Engagement

© 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 33

Overview of New Features