Release Notes for SAP Portfolio and Project Management

Release Notes

for

SAP Portfolio and Project Management

R elease 5 .0

Release Notes for SAP Portfolio and Project Management 5.0

2 October 2017

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October 2017 3

Table of Contents

Portfolio and Project Management 5

Capital and Resource Management (Enhanced) 5

Check-In/Check-Out of Documents (New) 10

General Functions (Enhanced) 11

Fiscal Year Planning (New) 13

BI Content (Enhanced) 15

Where-Used List for GUID in SAP Portfolio and Project Management (New) 19

UI Alignments (Enhanced) 20

Usage Types and Technical Requirements (Enhanced) 24

Shortcut Key for Saving (New) 26

Portfolio Management 27

Authorizations (Changed) 27

Change Documents (Enhanced) 28

Classification (New) 29

Concept Phase Support (New) 31

DataSources for Delta Extraction of Role Demand and Staffing Data (New) 33

Document Management (Enhanced) 34

Financial and Capacity Planning (Enhanced) 36

Financial Integration (Enhanced) 39

Changes to the Customizing Structure for Portfolio Management (changed) 42

Workflow Enablement for Initiatives (New) 45

Mass Import to Items and Initiatives (New) 46

Metrics Management (Enhanced) 48

Navigation Structure for Portfolio Management (changed) 49

Object Links (Enhanced) 51

Usage of BCV for Portfolio Reporting (New) 54

Usability in Portfolio Management (Changed) 56

Portfolio Management: Various Functions (Enhanced) 58

Portfolio Management: Various Functions 2 (Enhanced) 62

Version Management (Enhanced) 66

Equal Efforts When Staffing with Multiple Resources (New) 68

Automatic Refresh of Views for Items and Initiatives (New) 69


4 October 2017

Project Management 70

Authorizations in Resource Management (Enhanced) 70

BAPIs / RFC-Enabled Functions Modules (New) 71

Navigation to Project Details Using Browser Favorites (Enhanced) 72

Confirmation of Tasks and Checklist Items (New) 73

Enhancements for SAP Portf. and Proj. Mgmt (Enhanced) 75

Customizing Structure for Project Management (Changed) 76

Drag and Drop (New) 77

Forecasted Dates (New) 79

Graphical View (Enhanced) 80

Mirrored Task Enhancements (Enhanced) 83

Navigation Structure (Enhanced) 84

Obsolete / Deleted / Not Supported 86

Filter for Project Elements (Enhanced) 88

Print Forms (Enhanced) 89

BCV Reporting for Resource Management (New) 90

Resource Management (Enhanced) 92

Usability During Resource Management (Enhanced) 95

Usability in Project Management (Enhanced) 96

Project Management: Various Enhancements (Enhanced) 101

Project Management: Various Functions (Enhanced) 103

Project Management: Various Functions 2 (Enhanced) 105

Follow-Up Actions After Status Changes in Project Elements (Enhanced) 109

Aligned Access Control for Snapshots and Simulations (Changed) 110

Role Creation in Operative Projects by Include Only (New) 111

Enhanced Milestone Processing (New) 112

Assignment of Multiple Roles or Resources to Tasks (New) 113

Filter and Sort Options for Role-Task Assignments (New) 114

Initial Dashboard Views Based on User Settings (New) 115

Preservation of Relationships When Tasks Are Moved or Copied (New) 116

Common Functions 117

Resource Management (Enhanced) 117

Import and Export from or to MS Project and XML (Enhanced) 119

SAP Portfolio and Project Management: Create User (New) 122


October 2017 5

Portfolio and Project Management

Capital and Resource Management (Enhanced)

Use

As of SAP Portfolio and Project Management 5.0, you can use the following functions in capital and resource management if you have switched on the 0002 Master Switch -> 0008 Enhanced Capital and Resource Mgmt Switch (see SAP Note 1457426):

• Business Partner availability in search:

In the resource search, you can compare the availability of a resource with the remaining demand of the chosen role. The system displays a graphical chart below the search result.

• Navigation to fast entry screen (FES) in Resource Management:

You can navigate from the Resource Management work center directly to the resources overview or to the staffing overview by choosing the respective link in the Services area.

• Search criteria for cross project in Resource Management:

Dependent on your needs as a resource manager, program manager, or project manager managing several projects, you can save the search criteria for resources and projects as views. To do so, you can toggle between Switch to Favorites and Switch to Views and define and edit your own views.

• Object header of Portfolio Management:

o Navigation via portfolio hierarchy: The portfolio hierarchy is displayed for the item, item template, initiative, initiative template, and bucket and displays the portfolio and bucket hierarchy in which the object is located. To navigate to the respective portfolio or bucket, you can click the respective object link.

o Process steps: If you have assigned multiple subobjects to a decision point, to display the assigned subobjects, you can open a selection list by clicking the arrow. The list contains all subobjects linked to the decision point. By clicking the name you can navigate to the selected object.

• Copy roles:

You can copy roles and staffings from a project to use them as a basis for a follow-up project.

• Capacity assignment to bucket in Portfolio Management:

o On the Bucket Details screen, you can assign resources to a bucket and you can display the capacity amount mapped to individual view/category/group combinations. You can also derive the financial planning values from the assigned capacity.

o On the Resource Details screen, you can display the buckets to which the resource has been assigned. You can navigate to the bucket or portfolio by choosing a link in the table.


6 October 2017

• Import from Microsoft Excel:

To assign capacity to a bucket, you can import Microsoft Excel data by executing the RPM_DX_RES_ASSIGN report.

• Enhanced assignment of subobjects in Portfolio Management:

o You can assign network activities of a Project System (PS) project to decision points of an item. The phases and decisions dashboard contains additional columns for network activity attributes to display the data.

o You can assign multiple objects as follows:

You can assign one item decision point (DP) to multiple Project Management phases.

You can assign one item DP to multiple PS WBS elements.

You can assign one item DP to multiple PS network activities.

You can assign multiple Project Management phases to one item DP.

Note:

If you have assigned multiple objects, the system displays multiple rows in the phases and decisions dashboard.

If you have assigned the item DP to two Project Management phases, the system displays Multiple Phases - and not the link to the objects - in the Timeline Monitor in the Phase Name column.

• Mapping Functions in Common Functions:

If there are multiple source objects, you can define mapping functions to determine the value of a field on the target object. For example, you have mapped two network activities (source) to a decision point (target) and you want to synchronize the start dates. Then you can use the Minimum mapping function to map the earlier start date to the decision point start date.

• Plan vs. Confirmed (Business Context Viewer):

You can display a comparison of the planned time versus the confirmed time for a task/role or a whole project using the side panel of the Business Context Viewer (BCV). This gives you an overview of the current progress of the project.

You can display the confirmed times on a time axis or grouped according to project or phase. You can use this for CATS confirmation or the internal confirmation in the application.

• SAP BusinessObjects Explorer integration:

You can quickly search and explore data for instant insight into your business in all work center dashboards. You can get quick, easy answers to on-the-fly questions without training or IT involvement, by simply entering a few keywords to search for relevant information and then intuitively exploring large volumes of data - without prior knowledge about what data exists or where to find it.


October 2017 7

You can navigate to SAP BusinessObjects Explorer directly from the dashboards by choosing SAP BusinessObjects Explorer to display the data and create your own reports.

Moreover, you can:

o Reuse an existing dataset

o Display additional date columns

o Transfer dashboard columns that are not visible

The following features are available if you have implemented BAdI: SAP BusinessObjects Data Export:

o Conversion and data enhancements

o Currency selection and a uniform currency conversion

The following features are available if you have implemented BAdI: SAP BusinessObjects Connection:

o You define whether the system uses SAP BusinessObjects Explorer to transfer dashboard content of SAP Portfolio and Project Management in an on-premise scenario or in an on-demand scenario.

o You provide the connection parameters for the SAP BusinessObjects Explorer in an on-premise scenario.

If you have not implemented this BAdI, the system considers by default an on-demand scenario.

• Transfer to SAP ERP in Portfolio Management:

You can transfer budget or planned costs from an item to the WBS element of a linked PS project. The Transfer to SAP ERP pushbutton is available in the Financial Planning dashboard of the item if the transfer is active for the portfolio type.

• Fiscal year planning in Portfolio Management:

For more information, see release note Fiscal Year Planning (new).

Effects on System Administration

Availability of Resources:

You can test the availability of resources and plan labour costs by executing the RPM_CALC_AVAIL_RESOURCES report.

Effects on Customizing

For all functions mentioned above, you must have switched on the switch 0002 Master Switch -> 0008 Enhanced Capital and Resource Mgmt Switch (see SAP Note 1457426) in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Settings -> Override Default Global Settings.


8 October 2017

Capacity assignment to bucket:

• You have selected the Capacity Assignment entry as bucket process for a particular view in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Portfolio-Independent Settings -> Define Financial and Capacity Views -> Define Capacity View.

• If you want to use the search for resource availability at bucket level in Portfolio Management, you must have copied the delivered Customizing entry for the RPO object type (RPM_RES_POOL_SRCH Search Help Name) in Customizing for SAP Portfolio and Project Management under Common Functions -> Search -> Define Search Help for Portfolio Management.

Assignment of subobjects:

• For the particular portfolio item type, if the Link to Project System column is set to PS Project System, you can select an entry in the WBS Element/Network Activity field in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Portfolio-Independent Settings -> Define Portfolio Item Types.

• You have created an entry in the Item Template to PS Project subview and then you have defined the decision point and network related details in the Item Template DP to PS Network Activity subview in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Portfolio Independent Settings -> Map Item Template to Project Template or PS Project.

• You have created an entry in the Item Type to PS Project subview and then defined the decision point and the network related details in the Item Type DP to PS Network Activity subview in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Portfolio-Independent Settings -> Map Item Type to Project or PS.

SAP BusinessObjects Explorer integration:

• For conversion and data enhancements, you can use the BAdI INM_BOE_DATA in Customizing for SAP Portfolio and Project Management under Common Functions -> SAP BusinessObjects Explorer Integration -> BAdI: SAP BusinessObjects Data Export.

• To define if the SAP BusinessObjects Explorer transfers dashboard content of SAP Portfolio and Project Management in an on-premise scenario or in an on-demand scenario, you can use the BAdI INM_BOE_CONNECTION in Customizing for SAP Portfolio and Project Management under Common Functions -> SAP BusinessObjects Explorer Integration -> BAdI: SAP BusinessObjects Connection.

Transfer to SAP ERP:

• For a particular portfolio, you have defined the required Transfer Type in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Portfolio-Dependent Settings -> Define Portfolio Types.

• In the Define Financial View subview, you have defined the Amount Type for Transfer and CO Version fields for a particular financial view in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Portfolio-Independent Settings -> Define Financial and Capacity Views.


October 2017 9

• For a portfolio item type, you have defined the link to Project System in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Portfolio-Independent Settings -> Define Portfolio Item Types.

Search criteria in Resource Management:

In Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Settings -> Override Default Customizing, choosing 0006 User Interface Settings -> 0020 Default View ( RMF = Favorites and RMV = Selecti View), you have selected RMF or RMV.

Availability of resources:

You have mapped the financial view to the capacity view via a cost/revenue rate in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Base System Interfaces -> Financial Planning Settings -> Define Financial Planning Settings -> Map Fin/Cap Entities to Project Management Rate.

Import from Microsoft Excel:

You can execute the reports in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Utilities -> Transfer Data to SAP Portfolio and Project Management -> Import from Microsoft Excel to Capacity Assignment of Bucket.

Mapping Functions:

• You can define the mapping functions in Customizing for SAP Portfolio and Project Management under Common Functions -> Decision Flow Management Settings -> Attribute Synchronization -> Maintain Mapping Functions.

• You can implement the logic for your custom mapping functions as maintained in Customizing activity Maintain Mapping Functions or change the result of the standard mapping functions in Customizing for SAP Portfolio and Project Management under Common Functions -> Business Add-Ins (BAdIs) -> BAdI: Mapping to Target Object Fields.


10 October 2017

Check-In/Check-Out of Documents (New)

Use

As of SAP Portfolio and Project Management 5.0, you can use HTTP-based document management. This enables you to check documents out directly in the application, edit them, and check them back in again. You do not need to lock the document manually while editing it.


You can only use this function if you have activated the HTTP-based check-in and check-out of documents in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Settings -> Override Default Global Settings. For more information, see the Activating HTTP-Based Document Management section of the Basic Settings for Project Management and the Basic Settings for Portfolio Management in SAP Solution Manager.


October 2017 11

General Functions (Enhanced)

Use

As of SAP Portfolio and Project Management 5.0, you can do the following :

• Import projects from a Microsoft Excel file to Project Management. This enables you to transfer mass data in a quick and easy manner.

• Import data from Microsoft Excel to Portfolio Management:

o To create a bucket, you can import the details of a bucket from Microsoft Excel by executing the RPM_DX_BUCKET report.

o To create a portfolio, you can import the details of a portfolio from Microsoft Excel by executing the RPM_DX_PORTFOLIO report.

• Create project elements directly in the context menu of the structure tree, which enhances the usability.

• Decide if you want the system to automatically generate a version header when you create a version in Project Management.

• Use Floorplan Manager message mapping to change message types or to replace or suppress messages in Project Management.

• Complete a task even if it contains subtasks that are not yet completed.

• Display and edit the substitutes of all project members in the project detail view on the project header.

• Instead of defining or changing settings in several Customizing activities in Decision Flow Management, you can do the following within one transaction:

o You can check, display, define, or change settings for the synchronization of Attribute, Authorization, and Status.

o You can check the completeness of Customizing settings for the synchronization of Attribute, Authorization, and Status.

o You can display the Customizing settings that are already maintained for the synchronization of Attribute, Authorization, and Status.

o You can reset the field values and the log generated using Check Customizing.


• If you want to import projects from Microsoft Excel to Project Management, you need to have carried out the following steps in Customizing for SAP Portfolio and Project Management:

Project Management -> Global Enhancements to Project Elements -> Transfer Data to Project Management -> Configure Fields for Mass Import and Import from Microsoft Excel to Projects.


12 October 2017

• If you want to use the automatic generation of a version header, you must select the Internal Numbering of Version Header checkbox in Customizing for Project Management under Structure -> Define Project Types.

• For more information about the required configuration for using the Message Mapper, see the Making Settings for the Message Mapper section of the Basic Settings for Project Management in SAP Solution Manager.

• Import data from Microsoft Excel to Portfolio Management:

You can execute the reports in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Utilities -> Transfer Data to SAP Portfolio and Project Management -> Import from Microsoft Excel to Buckets and Import from Microsoft Excel to Portfolios.

• You can call up the transaction in Customizing for SAP Portfolio and Project Management under Common Functions -> Decision Flow Management Settings -> Check and Maintain Settings for DFM.


October 2017 13

Fiscal Year Planning (New)

Use

As of SAP Portfolio and Project Management 5.0, you can define and display data in fiscal year format and therefore use the fiscal year variant for planning a fiscal year in SAP Portfolio and Project Management.

Financial Period Breakdown

For financial and capacity planning, a specific period breakdown according to the fiscal year definition is supported.

Year to Date Values

If you have activated the fiscal year planning, the year-to-date values represent the values from the first periods (P1) of the current fiscal year until the current period.

Exchange Rates

If you have activated the fiscal year planning, the system uses one exchange rate per period during the import from SAP ERP. To determine the exchange rate, the system uses the first day of the period.

Effects on Data Transfer

In case financial values are being imported from the SAP ERP system by linking a portfolio item to a PS project element, the fiscal year variant used for the PS project element and the portfolio item must be the same.

If you use several Controlling areas, for example if you have connected several SAP ERP systems, then you only can import into the portfolio if the fiscal year variants of the Controlling areas are the same.

Effects on System Administration

Migration Reports

If you have switched on 0010 Portfolio Item FI/CO Planning and Integration -> 0006 Fiscal Year Switch (see SAP Note 1457426), you must use the /RPM/MIGRATION_CAL_TO_FISCAL report to transfer the values from calendar year format to fiscal year format.

If you want to copy the fiscal year variants from the SAP ERP system, you can use the /RPM/FISCAL_VARIANT_COPY report.


• To use fiscal year planning, you must have switched on the following:

a) 0002 Master Switch -> 0008 Enhanced Capital and Resource Mgmt Switch (see SAP Note 1457426) in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Settings -> Override Default Global Settings. For more information, see Capital and Resource Management (enhanced).


14 October 2017

b) 0010 Portfolio Item FI/CO Planning and Integration -> 0006 Fiscal Year Switch (see SAP Note 1457426) in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Settings -> Override Default Global Settings.

c) If you would like to use a default fiscal year variant for processing, you must have set the value 0010 Portfolio Item FI/CO Planning and Integration -> 0007 Default Fiscal year variant (see SAP Note 1457426) in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Settings -> Override Default Global Settings.

• You defined fiscal year variants in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Settings -> Maintain Fiscal Year Variant.

• You defined the used fiscal year variant on the portfolio level in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Portfolio-Dependent Settings -> Define Portfolio Types.

See also

Release Note: Capital and Resource Management (Enhanced).


October 2017 15

BI Content (Enhanced)

Use

As of SAP NetWeaver 7.0 BI Content Add-On 5 SP01 and SAP Portfolio and Project Management 5.0, the following objects are available:

The fields Forecasted Start and Forecasted Finish are available for BI reporting in Project Management.

You can extract the forecasted dates from the Project Management system to the BI system for projects, phases, and checklist items. The info objects for the respective project elements in the BI system now contain the Forecasted Dates field. The following key figures are available:

• 0CPR_FRFR_K (Forecasted Start)

• 0CPR_FRTO_K (Forecasted Finish)

Sort numbers for checklists are available in the BI Content for Project Management.

New data sources for BI content are provided to enable the extraction in case a responsible resource is assigned to the following objects:

• Projects

• Phases

• Checklists

• Checklist Items

These features provide you with more criteria for analyzing your BI reports.

The Reports page under Project Management is used to provide links to BI Web reports. The following content is provided:

• Assigned Work and Assigned Effort

o Task Assignments and Role Staffing - Dashboard

o Task Assignments/Role Staffing Details - Dashboard

o Assignment of Tasks and Role Assignment

o Role Staffing

o Task Assignments of Roles

• Actual / Planned: Work, Demand, and Dates

o Actual / Planned Status: Task Comparison

o Program Hierarchy: Dates and Demand


16 October 2017

o Project Dates and Demand

o Work/Demand and Confirmation

• Costs from ERP

o Internal Orders (Created in Project Management): Budget/Actual/Commitment

o Internal Orders (Created in Project Management): Planned/Actual

o Internal Orders (Created in Project Management): Overall Planned/Actual/Commitment

o Projects (Created from Project Management): Planned/Actual

o Replication: Planned / Actual

o Dates, Work, Assignments, Role Staffing

o Utilization of Roles

o Versions with Key Figures

• InfoSet: Documents

o Assignment of Documents

• Work of Role Assignments and Tasks in Project Portfolio

o Work of Role Assignments and Tasks in Project Portfolio

The Reports page under Portfolio Management contains the following content:

• Cost Analysis

o Actual vs Planned Cost by Portfolio Item

o Details Actual Cost by Portfolio Item

• Financial Planning

o Bucket Financial Planning by Timeline

o Item Financial Planning by Timeline

o Financial Planning of Selected Bucket vs. Items Below

• Capacity Management

o Availability vs. Allocation

o Availability/Assignment of Resources

o Demand vs Allocation

o Demand, Allocation and Availability

o Demand, Allocation and Availability by Months


October 2017 17

o Hard-booked/Soft-booked Allocation vs. Demand

o Resource Allocation and Availability for Selected Portfolio Item

• Capacity Planning

o Bucket Capacity Planning by Timeline

o Item Capacity Planning by Timeline

o Capacity Planning of Selected Bucket vs. Items Below

• Maximum Value

o Expected Commercial Value - Chart/Table

• Balance Portfolio

o Risk reward diagram

• Strategic Alignment

o Accumulated expected Value for launch - portfolio

o Development Cost Distribution

o Portfolio item costs vs. risk

o Portfolio Items in Development

o Spending levels

• Version Analysis

o Baseline Reporting of Item Versions

o Item Versions in a Portfolio/Bucket

o Portfolio Item Trend Analysis

o Item Capacity Planning: Version Comparison

• Item Dependency Analysis

o List of Predecessor Items

o List of Successor Items

The Reports page under Resource Management contains the following content:

• Assigned Work and Assigned Effort

o Task Assignments and Role Staffing - Dashboard

o Task Assignments / Role Staffing Details - Dashboard

o Assignment of Tasks and Role Assignment


18 October 2017

o Role Staffing

o Task Assignments of Roles

• Actual / Planned: Work, Demand and Dates

o Actual / Planned / Status: Task Comparison

o Program Hierarchy: Dates and Demand

o Project Dates and Demand

o Work / Demand and Confirmation

• Dates, Work, Assignments, Role Staffing

o Utilization of Roles

o Versions with Key Figures

• Work of Role Assignments and Tasks in Project Portfolio

o Work of Role Assignments and Tasks in Project Portfolio

Prerequisites

You are using SAP NetWeaver 7.0 BI Content Add-On 5 SP01 and SAP Portfolio and Project Management 5.0.


October 2017 19

Where-Used List for GUID in SAP Portfolio and Project Management (New)

Use

As of SAP Portfolio and Project Management 5.0 SP08, you can create a where-used list for GUIDs by executing the report DPR_GUID_ANALYZE. This report searches all database tables, relevant to SAP Portfolio and Project Management for entries containing the GUID of an application object from this area, for example, a project or portfolio element. The report can be used by system administrators, consultants, or developers during problem analysis.

See also

Documentation of report DPR_GUID_ANALYZE


20 October 2017

UI Alignments (Enhanced)

Use

As of SAP Portfolio and Project Management 5.0, several UI alignments are available for the Project Management area, the Portfolio Management area, as well as between the Project Management and Portfolio Management area. SAP Portfolio and Project Management 5.0 replaces both the SAP Resource and Portfolio Management (SAP RPM) application and the Collaboration Projects (cProjects) application.

Areas of Alignment

The following alignments are available:

• Floor Plan Manager (FPM) usage

• Object Instance Floorplan (OIF), for example for project details

• Quick Activity Floorplan (QAF), for example for the multi-project monitor

• 4.5 Dashboards have been replaced with work centers in 5.0 (see below)

• Pushbuttons / pushbutton rows (see Usability in Project Management (Enhanced))

• Handling of mandatory fields (see Usability in Project Management (Enhanced))

• Message Area (always visible)

• Terminology (see below)

• Structure of IMG and online help (see below)

Work Centers

The dashboards of release 4.5 have been transformed into work centers in release 5.0. The application views (scopes) in the 4.5 dashboards (such as Last Used Projects, Projects, Favorites, Active Items, or Inactive Items) have been replaced with tabs. The standard views set of columns that are visible by default have been changed.

Opening a project or an item from the work center opens the details in a new window.

Refresh functionality for work centers: You can display the latest refresh date of the dashboard table in this session. In Project Management, if you choose Refresh, the system does not run the evaluations that fill the fields of the dashboard tables, but shows the same behavior as if you had logged on again.

The new Reports pages provide links to BI Web reports.

Services

For Project Management, the following functions are now offered as services:

• Search


October 2017 21

• Substitute

• Vacant Roles

• User Settings

• Search (under Services): New search across all Project Management objects. This is in addition to the object-specific searches provided in each work center. The search result screen remains open when you open one of the objects in the search result list.

For Portfolio and Project Administration, the following functions are now displayed under Services:

• Project Version Administration

• Project Document Templates

• Project Authorization Administration

• Create Resource

• Edit Resource

Version Management has been renamed to Project Version Administration. You can access it from the Project Management - Versions work center as well as from the Portfolio and Project Administration work center.

The Authorization Administration function that was available in cProjects 4.5 has been renamed to Project Authorization Administration and is no longer a separate application but instead is offered under Services.

For Portfolio Management, the following functions are now offered as services:

• Search

• Substitute

• User Settings

• Search (under Services): Enhanced search across all objects within a Portfolio now includes:

o Items

o Initiatives

o Collections

o Reviews

o Documents (KPro documents only)

o Resources


22 October 2017

Terminology Alignment

Multiple terms have been aligned between Project Management and Portfolio Management or have been changed in one of the applications. The updated terms are available in SAPTerm and in the glossary on SAP Help Portal. Moreover, you can find a list of all terms that have been changed for SAP Portfolio and Project Management 5.0 in SAP Note 1381295.

Structure of IMG and Online Help

The IMG for SAP Portfolio and Project Management has been aligned to reflect the new structure of the component hierarchy. The following nodes have been created:

• SAP Portfolio and Project Management

o Portfolio Management

Most of the Customizing activities that were positioned under SAP xApp Resource and Portfolio Management (SAP xRPM) for release 4.5 have been moved to here.

o Project Management

Most of the Customizing activities that were positioned under cProjects for release 4.5 have been moved to here.

o Common Functions

This node contains the following areas:

Decision Flow Management Settings

Metrics Management

Import and Export of Project Data

Search

SAP NetWeaver Identity Management for SAP Portfolio and Project Management

The online help for Portfolio and Project Management has also been merged. It contains the same structuring nodes as the IMG, as follows:

• Portfolio Management

• Project Management

• Common Functions


New

New Customizing for search in the Project Management area:

SAP Portfolio and Project Management -> Common Functions -> Search -> Define Search Help for Project Management.


October 2017 23

Modified

Define Absolute URL for Calling Project Management: Customizing and functionality for including links to project elements (URLs) in e-mails has been enhanced to support the following

• SAP NetWeaver Portal

• SAP NWBC for HTML

• SAP NWBC for Desktop

You can only define one link for collaborations (NWBC for HTML). Old URLs from cProjects 4.0/4.5 should still work as they will be redirected to the new screens.

For more information, see Customizing for SAP Portfolio and Project Management under Project Management -> Basic Settings -> Define Absolute URL for Calling Project Management.

Removed

The following Customizing activities have been removed:

• Make General Interface Settings:

Collaboration Projects -> Basic Settings -> Make General Interface Settings

This Customizing activity to define the settings for header line, customer logo, and Info page is obsolete and has been removed. Equivalent settings can be made via portal content adjustments or in PFCG role customizing.

• Define Initial Views:

Collaboration Projects -> Basic Settings -> Define Initial Views for cProjects

This Customizing activity to define the initial views for cProjects is obsolete and has been removed. Equivalent settings can be made via portal content adjustments or in PFCG role customizing. In addition, please note that the initial view Resource Planning for embedding the resource planning application (RPA) if the WFM Core integration for resource management is used is not available in 5.0. The RPA can be called separately if required.

For more information about the changes in Customizing for Portfolio Management, see Changes to the IMG Structure for Portfolio Management (Changed).

See also

Obsolete / Deleted / Not Supported


24 October 2017

Usage Types and Technical Requirements (Enhanced)

Use

As of SAP Portfolio and Project Management 5.0, the following usage types are supported:

Usage Type Client/Browser Rendering Roles and Navigation Area

Application / Coding

Portal Browser (Internet Explorer (IE) / Firefox)

HTML PCD Role in SAP NetWeaver Portal

ABAP Back-End System

NetWeaver Business Client for HTML (NWBC for HTML)

Browser (IE / Firefox) HTML PFCG Role in ABAP Back-End System


NetWeaver Business Client for Desktop (NWBC for Desktop)

NWBC for Desktop HTML PFCG Role in ABAP Back-End System


NetWeaver Business Client for Desktop (NWBC for Desktop)

NWBC for Desktop HTML PCD Role in SAP NetWeaver Portal


PCD Role in SAP NetWeaver Portal

Technical name: .../com.sap.pct.plm.ppm.port_prj_mgmt_showcase

(included in the Business Package for SAP Portfolio and Project Management 5.0)

New PFCG Role in ABAP Back-End System for NWBC Usage

The new PFCG role SAP_BPR_PPM is available for NWBC usage when running against PFCG roles (in addition to the PFCG roles of release 4.5). For more information about BCV-specific roles, see BCV Reporting for Resource Management (New).

Technical Requirements

For more information about the technical requirements, see SAP note 1377082.

Released Browsers / Clients / Java for GANTT Chart Versions

For more information, see SAP note 1402912.

New URL

When using SAP Portfolio and Project Management without SAP NetWeaver Portal, the URL to


October 2017 25

call the Portfolio and Project Management application in 5.0 is different from the URL for cProjects 4.0/4.5. You call the Portfolio and Project Management 5.0 application in the browser using a URL that is structured as follows:

<Protocol>://<Host>.<Domain>.<Extension>:<Port>/sap/bc/nwbc/

URLs from cProjects 4.0/4.5 should still work as they should be redirected to the new screens. However, we recommend to use the new URLs directly whenever possible.

See also


For more information about SAP NetWeaver Business Client, see SAP Help Portal at http://help.sap.com -> SAP NetWeaver -> What's New in SAP NetWeaver 7.0 SP Stacks - Release Notes -> Release Notes by SAP NetWeaver Systems and Standalone Engines -> SAP Enhancement Package 2 -> Release Notes for Usage Type AS ABAP -> SAP NetWeaver Business Client.


26 October 2017

Shortcut Key for Saving (New)

Use

This feature is available as of

• SAP Portfolio and Project Management 5.0 (SP15)



You can save your data changes in Portfolio and Project Management applications using the shortcut CTRL+S as an alternative to the corresponding Save buttons.

This feature is not available if you run Portfolio and Project Management applications with SAP Enterprise Portal.


October 2017 27

Portfolio Management

Authorizations (Changed)

Use

As of SAP Portfolio and Project Management 5.0, the authorization handling for creating portfolio objects has been changed. For buckets and portfolios, an additional Create authorization has been added. If you have Create authorization for a portfolio or a bucket, you can create the following portfolio objects within the portfolio or bucket:

• Buckets/Subbuckets

• Items

• Initiatives

• Reviews

• Collections

This enables you to restrict the access to the portfolio or the bucket detail data while still allowing users to create objects within that portfolio or bucket.

When creating a new object, you automatically have Administration authorization for that object.

For decision points in initiatives, the concept of Responsible Role and Responsible Resource replaces the Owner authorization. The roles and assigned resources are defined on the initiative. You can set a responsible role or resource on the decision point.


To implement customer-specific authorization checks, such as including customer-defined authorization activities or setting authorizations other than default authorizations during creation, you can use the Business Add-In Customizing for SAP Portfolio and Project Management under Portfolio Management -> Business Add-Ins and Customer Includes -> BAdI: ACL Authorization for Portfolio Management.


28 October 2017

Change Documents (Enhanced)

Use

As of SAP Portfolio and Project Management 5.0, the following changes have been made to the change documents in Portfolio Management.

To activate the view for the change documents in the item and initiative user interface (UI), you need to select the following checkbox under User Settings -> Display Change Documents:

• Change Documents for Items (enhanced)

For the item, the existing change document functionality has been enhanced with this release. Previously, the standard fields of the item were logged. As of this release, the system also logs changes to the derived fields of the item such as Planned Cost or Total Budget.

• Change Documents for Initiatives (new)

For initiatives, the system writes change documents for the following areas:

o Detail Data

o Status

o Object Links

o Authorizations

In addition, the system logs the creation of initiatives as well as the addition and removal of items.

The written change documents include the object name, object category, action, old value, and new value, as well as changed by, changed on, and changed at.


You can activate this function for the initiative in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Process and Service Settings -> Activate Change Document.


October 2017 29

Classification (New)

Use

As of SAP Portfolio and Project Management 5.0, you can create classification hierarchies that are alternatives to the standard portfolio hierarchy. The standard portfolio hierarchy usually represents the organizational structure of the company. With classification hierarchies, you can define alternative bucket structures with clusters of items and initiatives; for example, you can add a market-based view to a portfolio. Classification hierarchies provide more flexibility and additional views of the items and initiatives within a portfolio. You can assign items and initiatives to the buckets within these classification hierarchies. You can use the classification hierarchies to get alternative views and specific operations regarding the financial and capacity planning data.

Classification Hierarchy Structure

A classification hierarchy consists of a multilevel bucket structure, just like a standard portfolio.

The classification hierarchy can be one of the following:

• Cross-Portfolio:

You can assign portfolio objects in all existing portfolios to the cross-portfolio classification. Several cross-portfolio classification hierarchies can exist per portfolio management system.

• Portfolio-Specific:

You create the classification hierarchy specifically within one portfolio. You can only assign portfolio objects of that specific portfolio to the classification hierarchy. You can create several portfolio-specific classification hierarchies per portfolio.

Within a classification hierarchy, you cannot create new items and initiatives - you can only assign existing portfolio objects to the classification hierarchies. Within classification hierarchies, you can create reviews, what-if scenarios, and collections based on the assigned items and initiatives.

You can mark classification hierarchies as mandatory. All items and initiatives in the given context then have to be assigned to this hierarchy.

• If the hierarchy is cross-portfolio, assignment to this hierarchy is mandatory for all items and initiatives in the portfolio management system.

• If the hierarchy is portfolio-specific, assignment to this hierarchy is mandatory for all items and initiatives within the parent portfolio of this hierarchy.

When working in the context of a portfolio, you can access all available classification hierarchies via the Classification Hierarchies work center. It provides a table and graphical representation of the bucket structures of the classification hierarchies. Using the Item/Initiatives pushbutton, you can access a list of all items and initiatives within the selected buckets.

Classification of Items/Initiatives

You can assign an item or initiative to one or more classification hierarchies. When creating the assignment, you can define what percentage of the item's financial and capacity planning is assigned to a certain bucket. For example, the item "New Carpet Shampoo" has planned costs of


30 October 2017

100,000 USD. Fifty percent of the item's planning value is assigned to the "Americas" bucket, and 50% is assigned to the "Europe" bucket. Therefore, 50,000 USD would be rolled up from the item to the "Americas" and "Europe" buckets in the classification hierarchy.

It is also possible to define different percentage values for financial and capacity planning.

You can review all the classification hierarchies to which an item or an initiative is assigned in the object details by choosing the Overview view and then the Classification subview.

You can also use classifications for item and initiative templates. When creating from templates, all of the classifications from the template that are allowed for the current portfolio are copied to the operative portfolio object.


A new global setting has been created to define whether cross-portfolio classification hierarchies or portfolio-specific classification hierarchies or both can be used. You can check this setting in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Settings -> Check Global Settings:

Area: 0002 Master Switches

Name of Setting: 0006 Classification Hierarchy Level <'1'= Main & Sub, '2'= Only Sub, '3'= Only Main>

Default Settings (SAP): 1

You can maintain individual percentage values for financial and capacity planning in the classification per item type or initiative type by selecting the Factor checkbox. By doing this, you can define whether individual factors or only a combined factor for financial and capacity planning is displayed.

The new Factor field has been added to the following Customizing activities for SAP Portfolio and Project Management:

• Portfolio Management -> Global Customizing -> Portfolio-Independent Settings -> Define Portfolio ItemTypes

• Portfolio Management -> Global Customizing -> Portfolio-Independent Settings -> Define Initiative Types


October 2017 31

Concept Phase Support (New)

Use

As of SAP Portfolio and Project Management 5.0, support for the concept phase in the product development process has been improved.

Process Change

In the early phases of product development, it is sometimes unclear what kind of project will develop out of a new idea or concept. If you have chosen the Change Process pushbutton in the object details, you can do the following:

• Change the item or initiative type that defines the phases in the project after the initial creation of a portfolio object.

Rules in Customizing define which portfolio object type you can switch to. These possibilities to switch can be restricted by the current decision point. The decision points and the decision point's status of the portfolio object types are mapped.

• Decide whether previous decision points should be deleted or renamed (according to the mapping in Customizing).

• Create a version of the object.

Item Details and Initiative Details Screens

In the concept phase, additional descriptive data is required to provide a more detailed view on the concept to all stakeholders. The following functions have been added:

• Thumbnails in Item Details and Initiative Details Screens

On the Item Details and Initiative Details screens, you can add a picture as a thumbnail. The thumbnail is displayed in the General Information subview of the Overview view. The thumbnails are displayed only after you save the item or initiative, and the uploaded picture is then stored in the document repository of the item or initiative.

• Customer-Defined Long Text Fields

You can define long text fields that can be dependent on item type or initiative type. Rich Text Format (RTF) is available for these long text fields. All long text fields are displayed in the Custom Long Text Fields subview of the Overview view.

• Text Field Support for Questionnaires

Within questionnaires, a new Text question type has been provided. The answers are not taken into account for score calculation but can be used to add descriptive texts and user judgements.

Effects on Existing Data

When you change the item type or initiative type, the decision points are changed and the decision point statuses are updated accordingly.


32 October 2017


Process Change

• To use the process change, you must make the following settings in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Portfolio-Independent Settings:

o To set up the permitted item types for switching to, use the Customizing activity Define Portfolio Item Types.

o To set up the permitted initiative types for switching to, use the Customizing activity Define Initiative Types.

o To ensure that the new decision point statuses reflect the statuses of the old decision points as closely as possible, you can define status mapping between the decision points of item types and permitted target item types for switching to, as well as between the corresponding item types. To configure the status mapping for the changing of item types, use the Customizing activity Make Settings for the Status Mapping for Items.

• To ensure that the new decision point statuses reflect the statuses of the old decision points as closely as possible, you can define status mapping between the decision points of initiative types and permitted target initiative types for switching to. To configure the status mapping for the changing of initiative types, use the Customizing activity Make Settings for the Status Mapping for Initiatives.A new global setting has been created to define whether the change of phase/decision point process is enabled or disabled. You check this global setting in Customizing by choosing SAP Portfolio and Project Management -> Portfolio Management -> Global Customizing -> Global Settings > Check Global Settings:

Area: 0002 Master Switches

Name of Setting: 0004 Change of Phase/Decision Point Process < Enabled = 'X', Disabled = ' '>

Default Settings (SAP) X

• To transfer data from old decision points to the recreated business objects, or to enhance the standard of the process change feature for the item and the initiative, you can use the associated Business Add-Ins (BAdI) BAdI: Change Process for the Item and BAdI: Change Process for the Initiative.

Customer-Defined Long Text Fields

You define the custom long text fields in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Field Settings -> Define Custom Long Text Fields.

Text Field Support for Questionnaires

You define the questionnaires in in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Process and Service Settings -> Define Questionnaires.


October 2017 33

DataSources for Delta Extraction of Role Demand and Staffing Data (New)

Use

As of SAP Portfolio and Project Management 5.0 SP08, the following new DataSources are available:

• 0RPM_ROLE_D_DELTA for project role data

• 0RPM_RELATE_D_DELTA for role staffing data

These DataSources support delta extraction. If you use delta extraction, the relevant changes are transferred to the BW delta queue whenever the corresponding data is saved in the application. This enables a faster transfer of application data to the Business Warehouse than the existing DataSources 0RPM_ROLE_D and 0RPM_RELATE_D, which only support full extraction.

Note, however, that only the DataSources are delivered by SAP. Customers who wish to use them need to develop the BI Content required to process and analyze the data in the Business Warehouse.


To activate the transfer of the relevant project data to the BW delta queue, make the following entry in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Settings -> Override Default Global Settings:

Area: 0007 Genera Default Values

Name: 0030 BW Delta Posting for Role Demand and Staffing Data (' ': No, 'X': Yes)

Settings value: X


34 October 2017

Document Management (Enhanced)

Use

As of SAP Portfolio and Project Management 5.0, the following changes have been made to document management in Portfolio Management. By default, the new document management based on Knowledge Provider (KPro) is used.

KPro-Based Document Management

The document management systems of Portfolio and Project Management have been aligned. In addition to the already existing KM-based document management, a new KPro-based document management is available. The document management system that is used can be specified using a checkbox in Customizing (see 'Effects on Customizing').

The new document management layer is supported for the following portfolio objects:

• Portfolio

• Bucket

• Collection

• Review

• Item

• Initiative

• Decision Point

Templates

The document management supports document templates that can be defined under Portfolio and Project Administration -> Portfolio Management Templates -> Document Templates. For each object type, you can define folders and documents that can be copied over to operative objects. To use the document templates in the operative portfolio object, you need to set the status of the document in the template to Released.

Assigning Documents

Within the document structure, the top-level node always represents the portfolio object. Therefore, no document-specific functions such as authorization and versions are supported for this node. Below the top-level node, you can create new folders and documents.

To protect the document from unauthorized access, you can define authorizations per document or folder. You can define the following authorizations per user or per role:

• Admin

• Read


October 2017 35

• Write

• None

Within the folder structure, the authorizations are inherited from the parent folder to the folders and documents below it.

When you change the content of a document, you can either overwrite the current content or create a new version. When you create a new version, the previous document is stored as a read-only version. Versions can also be deleted from the content versions tab.

Navigation to Project/Item Documents

If you have a link between a portfolio item and a project, you can navigate directly from the documents tab of the portfolio to the project and vice versa.

KM-Based Document Management

The KM-based document management requires Java web services for integration to the KM functionality. You can only use the KM-based document management functionality if you run Portfolio Management in a portal environment and the software component PPM_KM is deployed on that portal.

With SAP Portfolio and Project Management 5.0, the KM folder for the portfolio object is created when the object itself is created. At the same time, the authorizations of the portfolio object are copied over to the KM folder. This only applies to the authorizations that are maintained directly for the portfolio object. When a user has inherited authorizations for a portfolio item, he or she is not added automatically to the KM folder. However, if he or she accesses the document in KM, the system checks the inherited authorization and adds the user during runtime as an authorization holder.

Whenever the user changes the object authorization, these changes are also transferred to the KM folder. For example, if a user is deleted as authorization holder for a portfolio item, this user is also deleted as an authorization holder for the KM folder and he or she can no longer access the item documents. As KM does not support the assignment of authorizations vias roles, the roles of the portfolio object are dissolved and all users in the role are added to the KM folder.

For more information about the portal requirements, see Technical Requirements and Usage Types (Enhanced).


The following new global setting has been created to define whether the KPro or the KM-based document management system is used:

Portfolio Management -> Global Customizing -> Global Settings - > Check Global Settings

Area: 0007 General Default Values

Name of Setting: 0022 Document Alignment (' ': KM, 'X': KPRO)

Default Settings (SAP): X


36 October 2017

Financial and Capacity Planning (Enhanced)

Use

As of SAP Portfolio and Project Management 5.0 SP09, financial and capacity planning within Portfolio Management has been enhanced in the following ways:

• ALV View for Financial and Capacity Planning Data

You can display the financial and capacity planning data of buckets, items, initiatives and what-if scenarios using the SAP List Viewer (ALV). The new ALV view provides all the functionality available in the old list display. Based on the standard ALV functionality, it also offers the following additional options:

o Ad-hoc filtering of the ALV list

o Printing the data as a PDF document

o Exporting the data to Microsoft Excel

• Change Documents for Financial and Capacity Planning Values

Changes to financial and capacity planning values of buckets, items, initiatives, and what-if scenarios can be documented. You can display the change documents within the respective Portfolio Management object on the Change Documents subview of the Miscellaneous view. On this subview, two extra tab pages have been added for financial and capacity planning changes.

• Automatic Calculation of Item and Initiative Headcount and Effort

The following field values on the Capacity Information subview of the item and initiative overview can be calculated by the system:

o Actual Effort and Planned Effort, Work Effort Year to Date and Planned Effort Year to Date

According to the SAP standard functionality, these values are calculated from the relevant capacity-planning values of the item or initiative. They can, however, also be determined according to a customer-defined logic.

o Actual Headcount

This value can only be determined according to a customer-defined logic. However, SAP provides a sample implementation in which the headcount is derived from the staff assignments of the projects linked to the item or initiative.


October 2017 37


• ALV View for Financial and Capacity Planning Data

To activate this function, make the following entry in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Settings -> Override Default Global Settings:

Area Setting Name Description Setting Value

0002 0012 ALV Display for Financial and Capacity Planning

X

• Change Documents for Financial and Capacity Planning Values

o To enable the creation of change documents for financial and capacity planning, make the following entry in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Settings -> Override Default Global Settings:


0002 0014 Change Documents for Financial and Capacity Planning

X

o In Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Portfolio-Dependent Settings -> Define Financial Capacity Settings for Portfolio Types, specify the financial and capacity planning values for which change documents are to be created within a particular portfolio type. Use the Activate Change Documents for Financial Planning and Activate Change Documents for Capacity Planning views.

• Automatic Calculation of Item / Initiative Headcount and Effort

If you want to use the SAP standard functionality for calculating the item and initiative effort from the capacity planning values, make the following settings:

o In Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Settings -> Override Default Global Settings, make the following entry to activate the automatic calculation of the capacity data:


0007 0036 Activate calculation of derived capacity attribute

X


38 October 2017

o For the year-to-date values, decide whether the effort is to be calculated up to the end of the current year or to the end of the current month. Make the corresponding setting for the following values in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Settings -> Override Default Global Settings:


0007 0033 Calculate Planned YTD Capacity up to Current Month

X

0007 0034 Calculate Actual YTD Capacity up to Current Month

X

o In Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Portfolio-Independent Settings -> Define Financial and Capacity Views, identify the capacity planning views to be used for calculating the planned and actual effort. Use the Amount Type column for this purpose.

If you want to use a customer-defined logic for calculating the item and initiative effort or headcount, make the following settings:

o In Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Settings -> Override Default Global Settings, make the following entry to enable the automatic calculation of the capacity data:


0007 0036 Activate calculation of derived capacity attribute

X

o To define a customer-specific logic for calculating the headcount, implement the method CALCULATE_ACTUAL_HEADC in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Business Add-Ins and Customer Includes -> BAdI:Calculation of Portfolio Item Alerts.

In this case, the effort is still calculated according to the SAP standard logic.

o To define a customer-specific logic for calculating the headcount and effort, implement the method CALCULATE_WORKEFFORT in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Business Add-Ins and Customer Includes -> BAdI:Calculation of Portfolio Item Alerts,

This method overrides the standard calculation logic for all derived capacity information.


October 2017 39

Financial Integration (Enhanced)

Use

As of SAP Portfolio and Project Management 5.0, financial integration has been enhanced.

To transfer costs to SAP Portfolio and Project Management, you can execute either one of the following reports:

• RPM_FICO_DATA_TRANSFER in the SAP ERP system

• /RPM/FICO_INT_PLANNING in the SAP Portfolio and Project Management system

Integration for Item

Transfer of financial planning data from Project System (PS) to SAP Portfolio and Project Management has been simplified. In Customizing, you can configure the following:

• You can activate hierarchy processing to ensure that project hierarchies are handled in line with Project System during the transfer of financial planning data.

• The transfer of planned data of orders and networks is affected if hierarchy processing is activated and if orders or networks are appended.

Note: In case of hierarchy processing, only planned data of appended orders and networks is transferred to SAP Portfolio and Project Management.

• You can specify for each settlement receiver whether it is considered in settlement during the transfer of financial planning data from PS to Portfolio and Project Management. SAP Portfolio and Project Management ensures that when financial planning data is transferred from Project System, costs and settlements do not cancel each other out, and that you can see costs for a project.

• The mapping rules have been enhanced: The data transferred from SAP ERP can be mapped based on additional attributes, that is, cost element group, cost center, cost center group, activity type, and activity type group.

Currency Handling

In Customizing, you can specify how currency is handled during the upload of financial data from Project System to SAP Portfolio and Project Management. In the application, you can choose the currency in which the financial planning data is displayed, and the unit in which capacity planning data is displayed.

In Customizing, you can specify the currency conversion rates to be used. By means of smart currency conversion, the system avoids unnecessary conversions and ensures that the values displayed in SAP Portfolio and Project Management are in line with SAP ERP.


40 October 2017


To use integration for items, you must make the following settings in Customizing:

• In Customizing for SAP Portfolio and Project Management under Portfolio Management make the following settings

o Under Global Customizing -> Portfolio-Independent Settings -> Define Financial and Capacity Views, under Define Financial Views and Define Capacity Views, define the Item Process for a view as Integration.

o Make integration settings for financial planning under Base System Interfaces -> Financial Planning Settings -> Define Financial Planning Settings.

o Make integration settings for capacity planning under Base System Interfaces -> Capacity Planning Settings -> Define Capacity Planning Settings.

o To use currency handling, check the currency exchange rate type settings under Global Customizing -> Global Settings -> Check Global Settings (area 0007 and name 0001).

• In Customizing for SAP ERP under Integration with Other mySAP.com Components -> SAP Portfolio and Project Management -> Portfolio Management, define settings in the following Customizing activities:

o Maintain Gen. Settings for Portf. and Proj. Mgmt Intgrn

o Maintain Controlling Area and Valuation view Mapping

o Maintain Settlement Behavior:

Specify for each settlement receiver whether the settlement is considered during transfer to SAP Portfolio and Project Management.

o Customize Portf. and Proj. Mgmt Value Type

o Convert Working Time Unit

To enable hierarchy processing you must make the following settings in Customizing for SAP Portfolio and Project Management:

• Activate hierarchy processing for the WBS elements in Project System. Then activate elements structured under the WBS element, for example, networks, activities, orders, and subnetworks.

• Maintain settings in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Base System Interfaces -> SAP Financial and Controlling Integration -> SAP Portfolio and Project Management System Customizing for SAP FI-CO -> Financial Object Link Types for Hierarchical Processing.


October 2017 41

See also

You can use the Customizing check report RPM_CONFIGURATION_TEST to check the consistency of the Customizing across several Customizing activities that are relevant for the financial integration.

For more information, see the report documentation of RPM_CONFIGURATION_TEST.


42 October 2017

Changes to the Customizing Structure for Portfolio Management (changed)

Use

The structure of the Customizing for Portfolio Management has changed.

Changes as of SAP Portfolio and Project Management 5.0

New Customizing activities

SAP Portfolio and Project Management -> Portfolio Management

-> Global Customizing

-> Portfolio-Independent Settings

-> Process Flow for Items

-> Process Flow for Initiatives

-> Process and Service Settings

-> Navigation Settings

-> Global Field Settings

-> Define Custom Long Text Fields

-> Dashboard Settings

-> Base System Interfaces -> Integration with Collaboration Rooms

-> Create Logical Ports

-> Create Logical Ports Using SOA Manager

-> Configure Collaboration Room Integration

-> Utilities

-> Transfer Data to SAP Portfolio and Project Management

-> Business Add-Ins and Customer Includes

-> BAdI: Change Sorting and Content - Resources Work Center/FES

-> BAdI: Change Sorting and Content - Staffing Work Center/FES

-> BAdI: Identity Management for SAP Portfolio and Project Management

-> BAdI: Change Process for the Item

-> BAdI: Change Process for the Initiative


October 2017 43

-> BAdI: Portfolio-Management-Specific Metrics Management

-> BAdI: Calculation of Portfolio Item Alerts

-> BAdI: Item/Decision Point API

-> BAdI: Initiative

-> BAdI: Support Services for Portf. Mgmt Object

Changed Customizing activities



-> Global Settings

-> Check Global Settings

-> Override Default Global Settings

-> Workflow Settings

-> Workflow Settings Overview

-> Define Workflow IDs

-> Portfolio-Independent Settings

-> Define Portfolio Item Types

-> Define Initiative Types


-> Define Questionnaires

-> Global Field Settings

-> Define Object Header and Portfolio Structure Graphic Attributes

-> Base System Interfaces -> Application Object Settings

-> Define Object Link Types

-> Make Settings for Calling an SAP Transaction


-> BAdI: ACL Authorization for Portfolio Management


44 October 2017

Deleted Customizing activities



-> Global Settings

-> Assign Status Icons to Customer Fields


-> Define Navigation

-> Utilities -> Transfer Data to SAP xRPM

-> Configure Data Transfer Tool

-> Perform Data Transfer

Changes as of SAP Portfolio and Project Management 5.0 SP09

New Customizing Activities


-> Global Customizing -> Portfolio-Independent Settings

-> Define Number Ranges for Portfolio Management Objects


-> BAdI: Maintenance Services for Portfolio Management Objects


October 2017 45

Workflow Enablement for Initiatives (New)

Use

As of SAP Portfolio and Project Management 5.0, workflow processes for initiatives and their decision points are available.

Workflows can be triggered for the following events:

• Initiative Deletion

• Initiative Attribute Change

• Initiative Status Change

• Initiative Decision Point Status Change

• Initiative Decision Point Attribute Change

The workflow enablement is based on authorizations. Depending on the settings in Customizing, only the users assigned to the changed initiative or initiative decision point with a certain authorization receive notifications.


The following entries have been added to Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Settings -> Workflow Settings -> Define Workflow IDs:

• 000000000000006 Initiative Deletion Workflow

• 000000000000007 Initiative Attribute Change Workflow

• 000000000000008 Initiative Status Change Workflow

• 000000000000009 Initiative Decision Point Status Change Workflow

• 000000000000010 Initiative Decision Point Attribute Change Workflow


46 October 2017

Mass Import to Items and Initiatives (New)

Use

As of SAP Portfolio and Project Management 5.0, you can mass import item and initiative data from Microsoft Excel workbooks. The workbooks contain sheets in which you can populate fields that match those in the item or initiative.

Item Import

The workbook for items contains the following sheets:

• Item

• Item Authorization

• Decision Points

• Decision Point Authorization

Initiative Import

The workbook for initiatives contains the following sheets:

• Initiative

• Initiative Authorization

• Person Responsible

• Staffing

• Decision Points

• Decision Point Authorization

• Phase

• Phase Authorization

Each time you import a workbook for items or initiatives, the data can be used for one of the following actions:

• Creating new items or initiatives

• Changing existing items or initiatives

All fields are overwritten by the contents of the import.

• Deleting existing items or initiatives

You can choose to run the import in test mode, during which the application log is updated, but data is not moved.


October 2017 47

If an error occurs during the mass import, only those objects for which errors occurred are not imported.


You can manage the mass import of data to items in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Utilities -> Transfer Data to SAP Portfolio and Project Management -> Import from Microsoft Excel to Items.

You can manage the mass import of data to initiatives in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Utilities -> Transfer Data to SAP Portfolio and Project Management -> Import from Microsoft Excel to Initiatives.

You can define the fields and labels that are available in each of the Microsoft Excel workbooks in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Utilities -> Transfer Data to SAP Portfolio and Project Management -> Configure Fields for Mass Import.


48 October 2017

Metrics Management (Enhanced)

Use

As of SAP Portfolio and Project Management 5.0, the metrics management has been enhanced. Depending on the type of project or proposal, different metrics to measure the performance of the project or proposal are needed. You can now define per metric whether it is relevant for all items and initiatives in Portfolio Management or just for items and initiatives of a certain type. In addition, the metrics can now be added to the dashboard via Customizing. In addition to the values, icons derived by the key figure monitor can be embedded in the dashboards.

Within metrics management, financial figures are planned. SAP Portfolio and Project Management 5.0 offers a standard calculation report (INM_KFM_REP_IPO_FINPLAN) which allows the calculation of metrics via the key figure monitor based on the categories, groups, and views of the financial and capacity planning.


Object-Type Dependent Metrics

You can define metric groups, metrics, and metrics value types that are available for an object type in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Portfolio-Independent Settings -> Define Portfolio Item Types and Define Initiative Types.

In addition, you can define whether a metric is globally available in Portfolio Management in Customizing for SAP Portfolio and Project Management under Common Functions -> Metrics Management -> Define Metrics.

Metrics in Dashboards

You can define which metrics and icons are displayed in the dashboards in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Field Settings -> Dashboard Settings -> Define Fields for Dashboards -> Dashboard Metric Fields per Context. You can also define the header that is used for the metric columns in the dashboard under Alternative Column Header for Metrics in Dashboards.


October 2017 49

Navigation Structure for Portfolio Management (changed)

Use

As of SAP Portfolio and Project Management 5.0, the navigation structure for Portfolio Management looks as follows:

Portfolio Management

• Overview

o Portfolio Structure

o Classification Hierarchies

o Portfolio Items

o Portfolio Initiatives

o Reviews

o Collections

o Services

- User Settings

- Search

- Substitutes

• Reports

o Reports

My Portfolio Objects

• Overview

o Portfolio Items

o Portfolio Initiatives

o Reviews

o Collections

o Services

- User Settings

- Search

- Substitutes


50 October 2017

Portfolio and Project Administration

• Overview

o Portfolios

o Portfolio Structure

o Classification Hierarchies

o Portfolio Management Templates

o ...

o Resource Management

o Services

- ...

- Create Resource

- Edit Resource


October 2017 51

Object Links (Enhanced)

Use

As of SAP Portfolio and Project Management 5.0, the following additional object link types are available in Portfolio Management:

• Material in PLM Web UI

• Recipe in PLM Web UI

• WBS Element Milestone (PS)

• Network Activity Milestone (PS)

• Document (DMS)

• Account Assgmt: Maintenance Order

For all above mentioned object link types except Document (DMS) and Account Assgmt: Maintenance Order, SAP Business Suite 7 Innovations 2010 or higher is required.

Additionally, the following features for object links have been added:

Displaying Details of Linked Object

The ID of the object is now displayed as a link in the Identification column. When you select this link, the system displays the detail data of the linked object in Portfolio Management as read-only.

You can adjust the detail data in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Base System Interfaces -> Application Object Settings -> Define Object Link Types -> Fields per Object Type.

Direct Navigation to the UI of the Linked Object

In the Application column, there is a link that calls up the transaction or URL specified for the linked object directly. If several applications are assigned to the linked object, the system displays a list of all applications and the corresponding direct links. You configure which applications can be started in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Base System Interfaces -> Application Object Settings ->

• Make Settings for Calling an SAP Transaction. Here, you also define the description of the transaction or URL.

• Define Object Link Types. In this Customizing activity, select an object type and choose Service for an Object Type.

Creating a Link to an Unidentified Object

You can create links to unidentified objects, for example, when you are planning a link to an object that does not yet exist. Therefore, select the Identify Object Later checkbox when creating the object link, then choose Add Objects. A new entry is created with the text Object not yet identified in the Identification column.


52 October 2017

To change the unidentified link into a link to a specific object, select the relevant entry and choose Edit.

The above mentioned features have been implemented for the following object types:

Object Type Name

0RPMPSWBSELEMNT WBS Element (PS)

0RPMPSPROJECT Project Definition (PS)

0RPMPSMILESTONE WBS Element Milestone (PS)

0RPMPSNETACTMST Network Activity Milestone (PS)

0RPMPSNETWORK Network (PS)

0RPMPSNETWRKACT Network Activity (PS)

0RPMPSNETACTEL Network Activity Element (PS)

0RPMPSRLRESASGN Network Activity Link (PS)

0RPMPLMCOREMAT Material in PLM Web UI

0RPMPLMCORERCP Recipe in PLM Web UI

0RPMFIPMORDER Account Assgmt: Maintenance Order

0RPMDOCUMENT Document (DMS)

Support of Multilanguage Feature for Project System (PS) Objects

You can search for short texts for PS objects depending on the language. To do so, make an entry in the Language field in the search criteria for PS objects. If no language is supplied in the PS system, or if you do not make an entry in the Language field in the SAP Portfolio and Project Management system, the system displays a list with all hits for the entered text.

Database/Enterprise Search Help

The Search Help view allows you to activate either a database search help or an enterprise search help. This function is available only for the objects of type Material in PLM Web UI or Recipe in PLM Web UI. Exactly one search help can be active at a time.

To use the search help for enterprise or database search, make the required settings in Customizing for SAP Portfolio and Project Management under

Portfolio Management -> Base System Interfaces -> Application Object Settings -> Define Object Link Types

Project Management -> Connection to External Systems -> Object Links in SAP Systems -> Make Settings for the Linked SAP Objects


October 2017 53

Integration with SAP PLM Object Navigator

You can create object links between SAP Portfolio and Project Management and SAP Product Lifecycle Management (SAP PLM). The following object link types are available for the integration with SAP PLM:

• 0PLMCOREMAT: Material in PLM Web UI

• 0PLMCORERCP: Recipe in PLM Web UI

These object links lead to the object navigator in the SAP PLM or SAP Portfolio and Project Management system. You can display all linked objects and navigate to them. You can connect one SAP Portfolio and Project Management to multiple SAP PLM systems. An SAP PLM system can only be connected to one SAP Portfolio and Project Management system.

The object navigator is available in both the SAP PLM system and the SAP Portfolio and Project Management system.

You can display the following objects that are linked to the selected material or recipe:

• Project Management:

o Projects

o Phases

o Tasks

• Portfolio Management:

o Items

o Initiatives

For more information about the integration to the SAP PLM object navigator, see SAP Help Portal at http://help.sap.com -> SAP Business Suite -> SAP Product Lifecycle Management -> SAP Portfolio and Project Management -> Project Management -> Object Links -> Integration to SAP PLM Object Navigator.


54 October 2017

Usage of BCV for Portfolio Reporting (New)

Use

As of SAP Portfolio and Project Management 5.0, the Business Context Viewer (BCV) is used for portfolio reporting.

BCV is a standard framework that you can use to show context-related information using a side panel. For Portfolio Management, BCV replaces the technology used to provide the reporting cockpit and the portfolio charts.

BCV offers the following features:

• Generic side panel area

• Support for several analytical functions

• Dashboard functionality

• Configuration center for business content

For Portfolio Management, the following functions are supported with BCV:

• Reporting cockpit

• Financial reporting cockpit

• Financial and capacity planning charts

• Phase/decision point graphics

To use the BCV functions, the following roles are mandatory:

• SAP_RPM_BCV_USER_COMP (for user)

• SAP_BCV_ADMIN (for administrator)


To be able to make settings in Customizing, such as for creating custom charts and tables and for configuring existing charts and tables, you must have the SAP_BCV_ADMIN role.

You can then copy from standard content or create new BCV objects, such as search connectors, BCV queries, BCV query views, BCV dashboards, BCV overviews, and so on.

To use these custom charts and tables with SAP Portfolio and Project Management, you must use the following standard context keys:

• 1RPM_PORTFOLIO

• 1RPM_BUCKET

• 1RPM_ITEM


October 2017 55

• 1RPM_INITIATIVE

• 1RPM_WHATIF

• 1RPM_REVIEW

• 1RPM_COLLECTION

• 1RPM_FIN_PLN

• 1RPM_CAP_PLN

The following new settings have been added to link the custom financial and capacity charts with the application in Customizing for SAP Portfolio and Project Management:

• Portfolio Management -> Global Customizing -> Global Settings -> Check Global Settings

Area: 0010 Portfolio Item FI/CO Planning and Integration

Name of Setting: 0004 Financial Planning Charts: BCV Dashboard Name


• Portfolio Management -> Global Customizing -> Global Settings -> Check Global Settings

Area: 0010 Portfolio Item FI/CO Planning and Integration

Name of Setting: 0005 Capacity Planning Charts: BCV Dashboard Name


Moreover, in the launchpad configurations for the application, you can replace the standard BCV dashboard name with a user-defined dashboard name, to be able to link your custom reporting cockpit charts in the application. You can only replace the standard BCV dashboard name if you have provided the application parameter DASHB_ID, which has to be equal to the custom BCV dashboard name.

For the financial reporting cockpit, the customer can directly view his or her custom BCV query views and BCV dashboards in the side panel area.

You can configure the standard InfoSets to add fields that are not already in the search connector, such as custom fields. The user would then need to create his or her own BCV objects for these fields.


56 October 2017

Usability in Portfolio Management (Changed)

Use

As of SAP Portfolio and Project Management 5.0, numerous improvements to the user interface are available. The improvements cover the adjustment of the screens to the Floor Plan Manager (FPM) concept, the rearrangement of existing fields and data, as well as enhancements to the user settings. A large number of adjustments were required due to the technology change; only the major ones are listed here.

Navigation Adjustments

The navigation within the application has been adjusted. Instead of navigating via the navigation panel on the left, the navigation is now performed using pushbuttons, views, and subviews. Most of the entries in the navigation panel have been realized via views. The following entries have been added as pushbuttons in the toolbar of the details view of a portfolio object. The details view is realized in the Object Instance Floorplan (OIF):

• Financial Planning (Financial and Capacity Planning pushbutton)

• Capacity Planning (Financial and Capacity Planning pushbutton)

• Print Fact Sheet

• Tasks (Project pushbutton)

• Roles (Project pushbutton)

• Reporting Cockpit

• Financial Reporting Cockpit

• Timeline Monitor

Financial and Capacity Planning

The financial and capacity planning views have been consolidated. Within the detail view, the hierarchy of categories, groups, and views is now visible. Using a dropdown list, the user can switch between different breakdowns of the hierarchy.

Note: Depending on the hierarchy, rollup may not be possible.

It is also possible to choose currencies or units that are different than the items/initiatives planning currency. The financial and capacity planning is only changeable when the values are displayed in the planning currency/unit.

Graphical View of the Portfolio Structure of Buckets

A graphical view of the portfolio structure of buckets has been created. You can navigate to the graphical view by choosing Portfolio Structure -> Portfolio Structure Graphic. It displays the buckets and subbuckets of the current context as nodes.


October 2017 57

From the context menu of the node, you can do the following:

• Open a bucket

• Open the items/initiatives in a selected bucket

• Create an item

• Create multiple items

• Create an initiative

• Create multiple initiatives

• Delete a bucket (only available for Portfolio and Project Administration)

• Create a bucket (only available for Portfolio and Project Administration)

The visible fields are customizable. The graphical structure view is also available for classification hierarchies. You can navigate to the graphical view by choosing Classification Hierarchies -> Classification Hierarchies (Graphic).

Items/Initiatives

In the Portfolio Structure work center and in the Classification Hierarchies work center, the Items/Initiatives pushbutton is available. It displays the items and initiatives of the selected buckets and all their subbuckets in a new Items/Initiatives in Selected Buckets window.


Navigation Adjustments

For navigation, the following new Customizing activities have been created in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Process and Service Settings -> Navigation Settings:

• Define Navigation Settings

• Define Authorizations for Detail Screen Views/Subviews

• Define Object Context for Navigation

• Define Related Object Context for Navigation

Graphical View of the Portfolio Structure of Buckets

You can define the visible fields for the nodes in the graphic, in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Field Settings -> Define Object Header and Portfolio Structure Graphic Attributes.


58 October 2017

Portfolio Management: Various Functions (Enhanced)

Use

The following enhancements to Portfolio Management are available as of SAP Portfolio and Project Management 5.0 SP09:

• Number Generation for Portfolio Management Object IDs

You can use internal number assignment for the IDs of item and initiative versions only, or for all of the following Portfolio Management objects:

o Bucket

o Item, item version, item template

o Initiative, initiative version, initiative template

o Collection

o Review

o What-if scenario

Depending on your Customizing settings, the IDs can be generated using one of the following options:

o SAP number assignment functionality with the number range object and number ranges defined by SAP

o SAP number assignment functionality with customer-defined number range objects and/or intervals

o Customer-defined processing logic

This enables you to use readable or meaningful IDs. The IDs generated by the system can be manually overwritten during portfolio maintenance.

• Portfolio-Type-Dependent User Interface Configuration

The portfolio-type-dependent user interface configuration can vary according to the authorizations of the users accessing a Portfolio Management object. For example, a particular field can be ready for input for a user with Admin authorization for this object, whereas it is read-only for a user with Write authorization.

• Portfolio-Type-Dependent Field Configuration for Dashboards

The field configuration of dashboards for Portfolio Management objects can vary according to the portfolio type of the portfolio in which they are called.

• Filtering Item and Initiative Types According to Portfolio Type

When you create an item or initiative, the item or initiative types available can be filtered in such a way that only those relevant to the current portfolio type are offered for selection.


October 2017 59

• Reporting for Selected Items and Initiatives

When launching the reporting cockpit of the Business Context Viewer from the item or initiative dashboard, you can select the items or initiatives for which the report is to be created. If you do not activate this enhancement, the reporting cockpit will be launched for all the items or initiatives displayed in the dashboard.

• Metrics for Items and Initiatives

Depending on the item or initiative type, the following metrics are displayed on the Metrics subview of an item or initiative:

o If metrics have been assigned to the item or initiativ type, these metrics are displayed.

o If there are no metrics assigned to the item or initiative type, all global metrics, but no local metrics are displayed.

If you do not activate this enhancement, both global and local metrics are displayed for item or initiative types without metrics assignment.

• Resources Overview

In addition to the project name, a column for the project number can be displayed on the Resource Overview screen within Resource Management. This makes it easier for you to identify and open the projects to which a resource is assigned.


• Number Generation for Portfolio Management Object IDs

To activate this function, carry out the following steps:

o Activate the number assignment for Portfolio Management objects or object versions by making the corresponding entries in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Settings -> Override Default Global Settings:


0002 0010 Number Generation for Object ID X

0002 0011 Number Generation for Item/Initiative version ID

X

o If you want to use your own number range object or number range intervals:

Define the number range object or interval in Customizing for SAP Portfolio and Project Management under Portfolio Management ->Global Customizing -> Portfolio-Independent Settings -> Define Number Ranges for Portfolio Management Objects.

Create a corresponding implementation of method GET_NEXT_NUMBER_FOR_EXTID in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Business Add-Ins and Customer Includes -> BAdI: Maintenance Services for Portfolio


60 October 2017

Management Objects.

o If you want to use your own processing logic for number generation, create a corresponding implementation of method GET_NEXT_NUMBER_FOR_EXTID in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Business Add-Ins and Customer Includes -> BAdI: Maintenance Services for Portfolio Management Objects.

If you do not activate this function, the system generates a character key (Universal Unique Identifier) for the Portfolio Management objects on saving.

• Portfolio-Type-Dependent User Interface Configuration

You can set up portfolio-type dependent field control in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Portfolio-Dependent Settings -> Define Portfolio Types. Make the required settings on the Portfolio Fields Override view. By specifying an authorization activity in the Activity column, you can create multiple entries for one field and define different field attributes depending on the user authorization.

• Portfolio-Type-Dependent Field Configuration for Dashboards

You can set up portfolio-type dependent field configuration for Portfolio Management dashboards in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Field Settings -> Dashboard Settings -> Define Fields for Dashboards.

• Filtering Item and Initiative Types According to Portfolio Type

o To activate this function, make the following entry in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Settings -> Override Default Global Settings:


0007 0032 Filter Item/Initiative Type Based on Portfolio Type

X

o In Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Portfolio-Dependent Settings -> Define Portfolio Types, you can assign the item and initiative types relevant to individual protfolio types. If you carry out this setting for a portfolio type, only the item or initiative types assigned here will be available within this portfolio type.

• Reporting for Selected Items and Initiatives

To activate this function, make the following entry in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Settings -> Override Default Global Settings:


0007 0038 Activate Multiple Object Selection for Reporting Cockpit

X


October 2017 61

• Metrics for Items and Initiatives

To activate this function, make the following entry in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Settings -> Override Default Global Setting:


0006 0022 Display Global Metric or Item/Initiative-Type-Specific Metric

X

• Resources Overview

To activate the display of the Project Number column on the Resource Overview screen, make the following entry in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Settings -> Override Default Global Setting:


0007 0038 Project Number Column on Resource Overview Screen

X


62 October 2017

Portfolio Management: Various Functions 2 (Enhanced)

Use

The following enhancements to Portfolio Management are available as of SAP Portfolio and Project Management 5.0 SP10:

• Decision Point Status in Item and Initiative Header

In the process steps for items and initiatives, the status icon of decision points can be displayed instead of the decision point icon. This makes it possible for you to see the status of a decision point directly in the object header.

• Customer-Defined Item and Initiative Dashboard

You can define your own item and initiative dashboards. This enables you to use your own logic for selecting the dashboard objects, and to select the columns displayed in the dashboard according to your needs. The customer-defined dashboards can be displayed in the following places:

o As an additional view in the item or initiative dashboard

o As an additional subview in the Items or Initiatives view of buckets

• Accumulation of Object Numbers in the Bucket Dashboard

The bucket dashboard displays the number of items, item templates, initiatives, initiative templates and reviews assigned to a bucket. These numbers can now be accumulated in the portfolio structure and the classification hierarchy. This means that in the bucket dashboard, you see the number of objects assigned to the current bucket and its subordinate buckets. If you do not activate this enhancement, the bucket dashboard only displays the number of objects directly assigned to the current bucket.

• Moving Items/Initiatives to Another Bucket

You can move an item or initiative from one bucket to another if you have Create authorization for the original bucket and the new bucket. If you do not activate this enhancement, you need Admin authorization for both buckets.

• Opening the Multi-Project Monitor from the Item Dashboard

The multi-project monitor, which is already available in Project Management, can now also be opened from the item dashboard to display the projects linked to one or more items. Select the items in the dashboard and choose Open Multi-Project Monitor. Depending on your system settings, the monitor is displayed in the current window or in a new window.

• Toggling Between Edit and Display Mode

From the Portfolio Management views, you can toggle between edit and display mode using the Edit and Read Only buttons. These buttons are now displayed in the same place.

• Enhanced Resource Maintenance

Resource maintenance in Portfolio and Project Administration has been enhanced in the


October 2017 63

following ways:

o When maintaining the status and availability of a resource, you can now select the dates from a calendar.

o You can maintain availabilities with a daily, a weekly or a monthly recurrence.


• Decision Point Status in Item and Initiative Header

To activate this enhancement, make the following entry in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Settings -> Override Default Global Settings:

Area Setting Description Value

0006 0023 Display Decision Point Status Icon on Item/Initiative Header X

• Customer-Defined Item and Initiative Dashboard

To define your own dashboards for items or initiatives, make the following settings in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Field Settings -> Dashboard Settings:

o Define a dashboard scope for dashboard type RIH (Item) or IPO (Initiative) (see activity Define Dashboard Scopes).

o Define the item or initiative fields to use in the columns of your dashboard scope (see activity Define Fields for Dashboards).

To integrate an additional view in the item or initiative dashboard using your dashboard scope, make the following settings in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Process and Service Settings -> Navigation Settings:

o In the activity Set Up Launchpads, add your dashboard scope as a new application for the launchpad role RPM_RIH, instance SCOPE (Item Dashboard Scope), or the launchpad role RPM_IPO, instance SCOPE (Initiative Dashboard Scope). Use the application category Webdynpro ABAP. Under Advanced Parameters, enter an application alias and specify the application parameters OBJECT_TYPE_R=<dashboard type>&SCENARIO=WS&SCOPE=<your scope>.

o In the activity Define Navigation Settings, specify the ABAP WD View to embed in the corresponding tab. For this purpose, copy one of the standard entries for the launchpad role RPM_RIH, instance SCOPE, or the launchpad role RPM_IPO, instance SCOPE, and replace the application alias with the one used for your scope in the previous step.

To integrate an additional subview in the Items or Initiatives view of buckets using your dashboard scope, make the following settings in Web Dynpro maintenance (transaction SE80):

o Define your own component configuration for the Web Dynpro component INM_UIBB_FRAME. As component-defined attributes, specify the interface view


64 October 2017

WI_RPM_DASHBOARD, as well as the dashboard settings Object Type RIH (Item) or IPO (Initiative) and your dashboard scope.

o In the component configuration RPM_WDA_BUCKET_DETAIL_PO_OIF_CFG, variant RBH_EDIT of Web Dynpro component FPM_OIF_COMPONENT, add a new subview under main view Items or Initiatives. Use the following attributes:

Component: INM_UIBB_FRAME

View: WI_UIBB_FRAME

Configuration Name: <the configuration you defined in the previous step>

To define the logic used for selecting items or initiatives for your dashboard scope, implement method ALTER_ITEM_LIST of BAdI: Item/Decision Point API, or method ALTER_INITIATIVE_LIST of BAdI: Initiative in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Business Add-Ins and Customer Includes.

• Accumulation of Object Numbers in the Bucket Dashboard



0002 0016 Accumulate the Number of Objects in the Dashboard X

• Moving Items/Initiatives to Another Bucket



0002 0017 Create Authorization for Buckets Req. to Move Item/Init. X

• Opening the Multi-Project Monitor from the Item Dashboard



0002 0019 MP Monitor from Item Dashboard ('0'=Not Active, '1'=In Place, '2'=In New Window)

1 or 2


October 2017 65

• Enhanced Resource Maintenance



0006 0025 Enhanced Resource Availability Maintenance X


66 October 2017

Version Management (Enhanced)

Use

As of SAP Portfolio and Project Management 5.0, version management for initiatives is available and version management for items has been enhanced.

Version Management for Initiatives (New)

You can create and display versions of an initiative in the version dashboard. To display the version dashboard, choose Portfolio Initiatives. Select an initiative to display the Initiative Details screen. On the details screen, select the Miscellaneous view and then select the Versions subview.

For initiatives, you can choose between the version types Snapshot and Simulation.

If the initiative has items assigned to it, the system creates versions for the items along with the initiative version. The item versions inherit the version type from the initiative version; you cannot change the item version type. If at least one of the assigned items is linked to a project, you can decide whether you also want to version the project that is assigned to the items.

The version dashboard for the item has been enhanced by the following columns:

• Original Initiative Name

• Version Information Name

These fields are only filled if the item version was created from an initiative.

During version creation, the system copies the following data from the original initiative to the initiative version:

• Initiative detail data

• Values of financial and capacity planning

• Decision points and phases of the initiative

• Checklists

• Metrics

• Questionnaires

• Object links

• Relations

• Documents (only if you use KPro-based document management )

The authorizations displayed in the version details are the authorizations you have maintained for the original initiative. The same applies for the link to collaboration rooms; the link displays the collaboration room for the original initiative.


October 2017 67

For simulations it is now possible to do the following:

• Change the version type after creation

• Create a project version after creation

Version Management for Items (Enhanced)

The item version management has been enhanced. In addition, the system creates a version of the following objects:

• Metrics

• Objects links

For simulations it is now possible to do the following:

• Change the version type after creation

• Create a project version after creation

Multiple Version Creation (Enhanced)

The creation of versions for all items in a bucket has been enhanced to support buckets that are not at the lowest level. In addition, it is now possible to create versions for all initiatives in a bucket.

In addition to the creation from a bucket, versioning for all items or initiatives in a portfolio is also now available.


You can check or override the Changeability of Version Type for Initiative Versions global setting in the General Default Values area in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Settings -> Check Global Settings or Override Default Global Settings.


68 October 2017

Equal Efforts When Staffing with Multiple Resources (New)

Use


• SAP Portfolio and Project Management 6.1 SP08



It ensures that when a role is staffed with multiple resources at the same time on the cross-project Staffing Overview, equal shares of the required effort are assigned to all resources by default. If the availability of a resource is insufficient to provide its share of the required effort, the remaining demand is divided evenly among the other resources.

Alternatively, you can define your own logic to divide the effort among the resources involved.

If this feature is not active, the system covers the role demand by using up the entire availability of the first resource before consuming that of the second one, and so on.


To activate this feature, make the following setting in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Settings -> Override Default Global Settings:


0011 0014 Equal Effort Assignment When Staffing with Multiple Resources X

To define your own logic for effort assignment, implement one of the following methods in Customizing for SAP Portfolio and Project Management under Project Management -> Resource Management -> Business Partner -> BAdI: Performance and Usability in Resource Management:

• Method CHANGE_BUPA_DIST for distributed roles

• Method CHANGE_BUPA_LINKS for roles without distribution


October 2017 69

Automatic Refresh of Views for Items and Initiatives (New)

Use





It provides you with the automatic refresh of several views for portfolio items and initiatives. The following views are updated automatically, once you have changed respective data and saved your changes:

• Versions subview of the Miscellaneous view for portfolio items and initiatives

• Dependencies subview (Determining Items section) of the Relationships view for portfolio items

• Assigned Items view for initiatives


70 October 2017

Project Management

Authorizations in Resource Management (Enhanced)

Use

As of SAP Portfolio and Project Management 5.0 SP08, project-specific authorizations obtained through role or resource assignment can be deleted automatically when the corresponding role or staffing is deleted. The affected authorizations may have been changed after their original assignment. For this reason, you can decide whether the delete function is to be applied to all authorizations related to the role or resource, or only to those that remain unchanged. You can define this deletion condition generically for all roles and staff assignments, or you can specify it in a dialog box when deleting individual roles or staff assignments.


To activate the function and specify the processing details, implement method CHANGE_AUTH_ON_ROLSTAFF_DEL in Customizing for SAP Portfolio and Project Management under Project Management -> Resource Management -> Basic Settings for Roles -> BAdI: Authorizations in Resource Management.

See also

• Documentation of method CHANGE_AUTH_ON_ROLSTAFF_DEL of BAdI DPR_AUTH_STAFFPRO.

• SAP Library for SAP Portfolio and Project Management on SAP Help Portal at http://help.sap.com under Project Management -> Authorizations in Project Management.


October 2017 71

BAPIs / RFC-Enabled Functions Modules (New)

Use

New BAPIs

As of SAP Portfolio and Project Management 5.0, the following new BAPIs are available for resource management for the maintenance of effort distribution on roles and resources:

• BAPI_BUS2177_ROLE_DIST_GET (BAPI Role: Determine Demand Distribution)

• BAPI_BUS2177_ROLE_DIST_SET (BAPI Role: Change Demand Distribution)

• BAPI_BUS2177_STAFF_DIST_GET (BAPI Role: Determine Demand Distribution)

• BAPI_BUS2177_STAFF_DIST_SET (BAPI Role: Change Demand Distribution)

All distribution period types are supported (daily, weekly, monthly), as are generic intervals. For generic intervals, the individual periods and the distribution values can be changed. For the other period types, only the distribution values can be changed. This matches the behavior on the UI.

New RFC-Enabled Function Modules

As of SAP Portfolio and Project Management 5.0, the following new RFC-enabled function modules are available. All these function modules are enabled for multiple objects. This means that it is possible to get the necessary information for n objects with one single call. For performance reasons, the function modules determine the necessary data directly via database access without using the standard object model.

• DPR_PROJECT_GET_DETAILS_DB (Project: Determine Detailed Data)

• DPR_PHASE_GET_DETAILS_DB (Phase: Determine Detailed Data)

• DPR_TASK_GET_DETAILS_DB (Task: Determine Detailed Data)

• INM_INITIATIVE_GET_DETAILS_DB (Display Initiative Details (UI Information))

• /RPM/ITEM_GET_DETAILS_DB (Display Item Details (UI Information))

Note that these function modules are not BAPIs and should not be used together with BAPIs as they do not use or load the standard object model.


72 October 2017

Navigation to Project Details Using Browser Favorites (Enhanced)

Use

As of SAP Portfolio and Project Management 5.0 SP08, the function Add Current Tab to Browser Favorites has been added on the Structure view within projects. You can use this function to display the URL of the current sub view or tab page and add this URL to your browser favorites. This enables you to directly access any sub view of the Structure view, or any tab page of the Details sub view for a project element by using the browser favorites.


To activate the new function, make the following entry in Customizing for SAP Portfolio and Project Management under Project Management -> Basic Settings -> Override Default Global Settings:

Area: 0007 Genera Default Values

Name: 0031 Project: Add current tab to browser favorite (NOTE: 1677356) (' ': No, 'X': YES)

Settings value: X


October 2017 73

Confirmation of Tasks and Checklist Items (New)

Use

As of SAP Portfolio and Project Management 5.0, the main functions for confirming tasks and checklist items are available on new additional screens.

You can select several tasks in the Tasks work center. Choosing Confirm opens the task confirmation table in a new window.

On the new confirmation screens, you can do the following for tasks:

• Maintain several time-confirmation related fields of a task (depending if CATS time confirmation is active or not)

• Set the status of a task

• Add notes to a task in a new window

• Attach documents to a task in a new window

• Open task details in a new window

• View the role or resource assignments for a task in a new window

• Copy planned start to actual start

• Copy planned finish to actual finish

You can select several checklist items in the Checklist Items work center. Choosing Confirm opens the checklist item confirmation table in a new window.

On the new confirmation screens, you can do the following for checklist items:

• Maintain the actual finish date and the result of a checklist item

• Set the status of a checklist item

• Add notes to a checklist item in a new window

• Attach documents to a checklist item in a new window

• Open checklist item details in a new window

• Copy planned finish to actual finish

A special locking concept is used for the new confirmation screens for tasks and checklist items. For more information, see SAP Library for SAP Portfolio and Project Management on SAP Help Portal at http://help.sap.com -> SAP Business Suite -> SAP Portfolio and Project Management -> SAP Portfolio and Project Management 5.0 -> Project Management -> Editing Project Structures -> Basic Functions -> Lock Logic.

On the new confirmation screens for tasks and checklist items, you can use the Refresh link to update the displayed information.


74 October 2017

You can only display those tasks and checklist items for which you have at least read authorization. You can only edit data for those tasks and checklist items for which you have at least write authorization. The standard field control is also taken into account.


October 2017 75

Enhancements for SAP Portf. and Proj. Mgmt (Enhanced)

Use

As of SAP Portfolio and Project Management 5.0 SP07, you can use the following functions:

• Project Management:

You can create and insert a project element at the same level and with the same element type as the selected project element above a selected project element. For more information, see Creating Project Elements in SAP Library for SAP Portfolio and Project Management on SAP Help Portal at http://help.sap.com and SAP Notes 1609753, 1628561, and 1629358.

• Portfolio Management:

In dashboards, the system displays the text - and not the ID - of more than 20 customer fields. For more information, see SAP Note 1622232.


76 October 2017

Customizing Structure for Project Management (Changed)

Use

The Customizing structure for Project Management has changed. In order to transfer these change to the Customizing projects, you have to generate the projects again.



• Under Basic Settings:

-> Check Global Settings

-> Override Default Global Settings

• Under Resource Management -> Basic Settings for Roles:

-> BAdI: Authorizations in Resource Management

Renamed Customizing Activities

• Under Resource Management -> Business Partner:

The Customizing activity BAdI: Reduce Business Partner Processing Time is now called BAdI: Performance and Usability in Resource Management.



• Under Global Enhancements to Project Elements -> Business Add-Ins (BAdIs):

-> BAdI: Check/Change Fields in Project Management

-> BAdI: Milestone Trend Analysis



• Under Evaluations -> Business Add-Ins (BAdIs):

-> BAdI: Evaluation in the Background

• Under Global Enhancements to Project Elements -> Business Add-Ins (BAdIs):

-> BAdI: Copying of Projects


October 2017 77

Drag and Drop (New)

Use

As of SAP Portfolio and Project Management 5.0, drag and drop for project elements is available to change the project structure as well as to create relationships between tasks.

You can change the order of project elements as well as the hierarchy of project elements using drag and drop in the followings sub views under the Structure view:

• Detail

• Table

• Graphic

Drag and drop to change the order of project elements is available for the following:

• Operational projects

• Templates

• Simulations (not for snapshots as they are read-only)

You can use drag and drop in edit mode but not in read-only mode. If you drag an element over and drop it onto another element, the drag and drop functionality is equivalent to the cut and paste functionality. The sort numbers are not changed. If you drop an element between two other elements, the system automatically adjusts the sort numbers when inserting it. The system adjusts the numbers in the tree from where the element was taken as well as in the tree in which the element is newly inserted. This also overwrites sort numbers that were set manually.

The following drag and drop functionality is available for the different project elements:

• Project definition (including programs): As there is only one project definition in a project and this project definition is always located at the top of the hierarchy, no drag and drop is possible.

• Phases: All phases within a project are on the same level, thus it is possible to change the order of phases by using drag and drop. You cannot drop a phase onto another project element.

• Tasks (including master tasks, mirrored tasks, sub projects, and milestones):

o Tasks under the project definition: You can change the order of tasks under the project definition. Therefore, dropping between project elements (on the same level) is possible. It is not possible to have a hierarchy of tasks under the project definition, and tasks under a project definition cannot be dropped under a phase or a task.

o For other tasks (such as tasks under phases, tasks under tasks, tasks under checklist items) drag and drop between two elements is supported by placing the element on the same level in between these two elements. Drag and drop onto a single element creates it as a sub object.

o You cannot use drag and drop for mirrored tasks.


78 October 2017

• Checklists or checklist references:

o Checklists or checklist references under project definition: It is possible to change the order of checklists or checklist references under the project definition. Therefore, dropping between project elements (on the same level) is possible. It is not possible to have a hierarchy of checklists or checklist references, and checklists or checklist references under a project definition cannot be dropped under a phase or another tasks.

o Checklists under phases: It possible to change the order of checklists under a phase and to drag and drop a checklist to another phase. It is not possible to have a hierarchy of checklists, and checklists under a phase cannot be dropped under the project definition.

o You cannot use drag and drop for checklist references.

• Checklist items: As checklist items can only occur under checklists and without hierarchies, you can use drag and drop either to change the order of checklist items under the same checklist or to move checklist items from one checklist to another.

Up to cProjects 4.5, tasks and checklists on the same level were always ordered block-wise, with the tasks in the upper area and the checklists in the lower area. Since sort numbers for checklists are available in release 5.0 (see Usability in Project Management (Enhanced)), it is possible to allow for tasks and checklist on the same level to appear in mixed order. In this case, they share the same range of sort numbers and the mixed order of elements can be changed by using drag and drop.

Drag and drop is also possible for multiple selection. However, in cases of mixed multiple selection (such as tasks and phases) the system considers the respective options as described above and does not execute the drag and drop in case of a conflict.

Sub Object Tabs

Drag and drop is also available for the sub object tabs Tasks, Subtasks, and Checklist Items. These three tabs only display elements of the same type that are located on the same level and which have the same parent node. Therefore, only drag and drop between project elements is possible. If you change the order of elements on one of these tabs, this is reflected in the structure tree. This is the same as when you change the order of elements by changing the sort number.

The system uses sequential copying if you select multiple elements. This means it inserts one project element including all subordinate project elements after the other. Moreover, if you use drag and drop in combination with multiple selection, the order of the selected objects is leading and not the order of elements in the structure.

For more information, see SAP Library for SAP Portfolio and Project Management on SAP Help Portal at http://help.sap.com -> SAP Business Suite -> SAP Portfolio and Project Management -> SAP Portfolio and Project Management 5.0 -> Project Management -> Project Planning -> Using Drag and Drop.

Relationships Between Tasks

You can create or edit relationships between tasks using drag and drop. You can select a task from the project structure tree and drop it in either the Predecessor or the Successor table of the Relationships screen. By default, a finish-start relationship with the calendar type Use from Project is created.

See also

Usability in Project Management (Enhanced)


October 2017 79

Forecasted Dates (New)

Use

As of SAP Portfolio and Project Management 5.0, forecasted dates are available for project elements. Forecasted dates help capture a specific date that is important for the project manager. Forecasted dates do not change in case of re-scheduling and can serve as a baseline for the project manager. Forecasted dates can be used as a basis for measuring and reporting schedule performance, for example to facilitate analysis of schedule progress in the Gantt chart, or to restore a specific schedule which was originally planned for a specific project element.

If you have administration authorization, you can edit the forecasted dates manually with arbitrary date values or you can copy the earliest or latest date to the forecasted date. You can do this on the Dates and Work tab page by choosing Forecasted Dates. You can also edit forecasted dates across the whole project, across phases, or across task hierarchies by using the top level button on the Structure - Detail view. The available copy function copies the date, depending on the available type of date on the project element, to the forecasted date (such as Calculated Start/Finish on the project definition, Earliest Start/Finish or Latest Start/Finish on phases and tasks, and so on).

Depending on the project type Customizing, users without administration authorization can only see plan dates (if they have at least read authorization).

The forecasted date can also be used for a comparison in the Gantt chart.

The forecasted dates are contained in the following:

• Evaluations

• Project versions, in version comparison and reconciliation

• Print-outs that contain calculated dates (not in Smart Forms)

The forecasted dates of the project are mapped to the forecasted dates of the item of the Portfolio Management application.

See also

Graphical View (Enhanced)


80 October 2017

Graphical View (Enhanced)

Use

As of SAP Portfolio and Project Management 5.0, the following enhancements of the graphical view are available:

• Version comparison in the Gantt chart for snapshots, simulations, and forecasted dates

o You can do a version comparison of an operational project in the Gantt chart for snapshots, simulations, and forecasted dates. The forecasted date, simulation, or snapshot are shown as shaded bar per project element. You can compare changes of the operational project with original planned schedule or view the impact of a project simulation for the future more easily.

o Starting from a snapshot or a simulation, you can also compare a snapshot or a simulation with an operational project or another snapshot, simulation, or forecasted dates.

o In addition, the columns Deviation, Version Start, and Version Finish are available which complement comparison with snapshots or simulations. If you compare a project with its forecasted dates, the columns Deviation, Forecasted Start and Forecasted Finish are available.

o You can also open the comparison for a simulation or a snapshot directly from the Gantt chart to see which changes have been made besides the schedule (such as status or documents, and so on). The direct connection to the comparison reduces navigation and thus improves the usability of the solution.

o You can also open the graphical version comparison from the reconciliation screen.

o The field control data for the source project is also taken for the target project (and not the own field control of the target project).

• Scheduling conflicts are visualized

o Scheduling conflicts can be highlighted in the Gantt chart. The rows of project elements with a conflict are highlighted. This enables you to identify conflicts in the Gantt chart and gives you a better overview of all conflicts across the project schedule. You can take immediate action to solve the scheduling conflicts directly in the Gantt chart. In this context is particularly useful to directly access the project details.

o The option to deactivate this feature in the user settings gives you the flexibility to choose whether you want to see the scheduling conflicts.

• Access to project details

o You can access and edit the most important project details per project element directly from the Gantt chart by clicking the object and choosing Details. There is no need to switch back to the project details to work on the Basic Data tab, and the Dates and Work tab, for example.


October 2017 81

The following detail tabs are shown in the dialog box that appears in the graphic:

Basic Data

Dates and Work

Additional Data

Notes

The tab containing custom fields (if customized)

• Edit Relationships

o You can now edit the lag within the dialog box of a relationship directly in the Gantt chart.

• Improved printing of the Gantt chart

o In previous releases, the option to define a specific time frame for the printing of a Gantt chart was not available. You can now set a date ranges defining the print area of the project in a dialog box via the Settings pushbutton. There two fields Start Date and Finish Date are displayed If the dates are set, only the defined range is shown in the print preview and only this range is printed. If only the start date is set, the project is displayed from that date to the end of the project. If only the finish date is set, the project is shown from the beginning of the project until the defined finish date. This is in particular a benefit for you if you only want to focus on a specific time frame of a larger project.

o The defined time frame is also complemented by the new Date Range view. This view only shows the defined date range.

o The improved printing of the Gantt chart is also available in the multi-project monitor.

• Views for the Gantt chart

o Two new views are available and the other views were slightly adjusted concerning the visible time frame, to enable a better handling of scheduling. The following new views are are available:

o The new view Date Range complements the option to set a Start Date and Finish Date.

o The new view Fit only shows the complete project without any overlap of the visible time frame at the beginning and the end of the project.

• BAdI Enhancements

o The method DISPLAY_ADDITIONAL_FIELDS of the BAdI DPR_GANTT supports the option to make additional customer fields and standard fields visible as columns in the Gantt chart. For more information, see Customizing for Project Management under Global Enhancements to Project Elements -> Business Add-Ins (BAdIs) -> BAdI: Check or Change Graphical View Display.


82 October 2017


Depending on the project type Customizing, users without admin authorization are able to see forecasted dates if they have at least read authorization. For more information, see Customizing for Project Management under Structure -> Define Project Types.

See also


Drag and Drop (New)


October 2017 83

Mirrored Task Enhancements (Enhanced)

Use

The mirrored task enhancements are available as of

• Project and Portfolio Management 4.5 SP13


You can use these enhancements to transfer additional information from an original task to its mirrored task in the respective project. For more information, see Work with Mirrored Tasks in SAP Library for SAP Portfolio and Project Management on SAP Help Portal at http://help.sap.com and SAP Note 1407025.


To transfer additional data from the original task to the table view of the mirrored task, you have the following possibilities:

• If you implement the method TRANSFER_ORIG_TASK_DATA of BAdI: Check/Change Fields in Project Management, the system transfers additional data from the original task to the mirrored task in the respective project.

• If you implement the method CHANGE_DESCRIPTION_MIRR_TASK of BAdI: Check/Change Fields in Project Management, you can change the description that the system transferred from the original task to the mirrored task.


84 October 2017

Navigation Structure (Enhanced)

Use

As of SAP Portfolio and Project Management 5.0, a new navigation structure is available. It looks as follows:

Project Management:

• Overview

o Projects

o Tasks

o Checklist Items

o Approvals

o Evaluations

o Versions

o Services

Search

Substitute

Vacant Roles

User Settings

• Reports

o Reports


October 2017 85

Portfolio and Project Administration:

• Overview

o ...

o Project Management Templates

o Project User Groups

o ...

o Services

...

Project Version Administration

Project Document Templates

Project Authorization Administration

Adoption of the navigation area (for example, hide or add menu entries) is possible using portal content configuration and/or PFCG role configuration/adoption.


86 October 2017


Use

Project Self-Services No Longer Supported

As of SAP Portfolio and Project Management 5.0, Project Self-Services (PSS) are not supported. Alternatively, equivalent functionality, such as convenient task confirmation, is available within the main application. For more information, see SAP Notes 1167840, 1226233, and 1156006.

Control Plans Obsolete

Control plans (including control plan templates, search for control plan objects, and so on) are obsolete (see SAP Note 1114207) and invisible per default, but can be enabled (which is not recommended), see SAP Note 1404960.

Obsolete Web Dynpro ABAP UI Components and Applications

The following UI components are obsolete and have been moved to the package DEVELOPMENT_PROJECTS_UI_OBSOLE:

• DPR_ENTRY

• DPR_LOCATOR

• DPR_MAINFRAME

• DPR_PROJECTS_STRUCTUR

• DPR_PROJECTS_VIEW

• DPR_TRANSFER

Additionally, for all Web Dynpro ABAP views of these components, the ROOTUIELEMENTCONTAINER elements have been set to Disabled. This is in order to enable the (manual) migration of custom developments from the obsolete UI components to the new ones.

The following Web Dynpro ABAP (WDA) applications have been deleted and replaced by new WDA applications:

• CPROJECTS_AUTH_ADMIN -> CPROJECTS_AUTH_ADMIN_FPM

• CPROJECTS_VACANT_ROLES -> CPROJECTS_VACANT_ROLES_FPM

The WDA application CPROJECTS is obsolete and now only redirects to either the new work center views, or the project element detail screens (depending on the parameters).

Obsolete BSP Pages and ActiveX Deleted

The obsolete BSP pages for SRM integration and import/export have been deleted as they have been replaced by Web Dynpro ABAP screens. Additionally, the former ActiveX for import/export of MSP files has also been deleted as it has been replaced by a NetWeaver solution.


October 2017 87

Customizing: Obsolete Nodes Removed

Some Customizing nodes are obsolete and have been removed accordingly. For more information, see

UI Alignments (Enhanced) and

Usability in Project Management (Enhanced).

Start Page, and Exit Pushbuttons Removed

The pushbuttons Start Page and Exit are obsolete in release 5.0 due to the new navigation and have been removed accordingly.

Business Package for SAP Portfolio and Project Management 5.0

In release 4.5, you were able to call the whole cProjects application in one single iView. There is no such iView in the Business Package for Portfolio and Project Management 5.0 as all the functionality of the application is available via the delivered content of the business package as well.

Nesting Depth of Custom UI Components

Some browsers support only a restricted nesting depth of HTML tables. This is relevant for example for Microsoft Internet Explorer 6 and Firefox. If the nesting depth gets too large, the browser no longer renders elements. The nesting depth of Project Management has changed with release 5.0 mainly due to Floor Plan Manager usage and UI alignments. This has increased the standard nesting depth in some areas. We recommend that you check and adapt your custom UI components and/or enhancements/modifications accordingly in case of any issues.

See also

Usage Types and Technical Requirements (Enhanced)


88 October 2017

Filter for Project Elements (Enhanced)

Use

The enhancement described here is available as of



It enables you to use the filter function available on the Structure view of a project to filter all project elements, regardless of the element or subtree you have selected in the structure tree of your project. This applies to the Detail subview, the Table subview, and the Graphic subview of the project structure.


To activate this enhancement, implement method SET_FILTER_CONTEXT_ROOT in Customizing for SAP Portfolio and Project Management under Project Management -> Structure -> BAdI: Make Settings for the Structure Tree.

See also

SAP Library for SAP Portfolio and Project Management on SAP Help Portal at http://help.sap.com under Project Management -> Editing Project Structures -> Basic Functions -> Setting the Filter.


October 2017 89

Print Forms (Enhanced)

Use

As of SAP Portfolio and Project Management 5.0, the following enhancements of Adobe PDF-based print forms are available:

• Forecasted dates

• Sort numbers for checklists and checklist references

Note: The Smart Form print forms are obsolete and have not been enhanced accordingly.

The Adobe PDF-based forms (print forms, status reports, approval documents) used in Project Management have been converted from ACF to ZCI technology, as ACF for Adobe is obsolete as of SAP NetWeaver Release 7.01. For more information, see SAP Note 1249189. This also implies that all ACF-based custom Adobe PDF-based print forms have to be converted to ZCI, see SAP Notes 956074 and 978037.

See also



BCV Reporting for Resource Management (New)


90 October 2017


Use

As of SAP Portfolio and Project Management, you can start BCV graphics displaying the resource assignment and role demand from the Resource Overview and Staffing Overview screens in the project and in the cross project views (Fast Entry Screens in Portfolio Management). Overall, four new graphics are available. The graphics are displayed in a preview mode in the side panel. You can also enlarge the graphics in a new window, where enhanced capabilities for analyzing the data can be used (such as filtering or navigation). The BCV reports are started using the Additional Information on Resources link in the header of the project's resources views or the cross project staffing or resources views. Depending on the current selection, the following graphics can be displayed:

• Role staffing

Displays for a selected role all resource assignments with the assigned effort distributed over the periods.

• Role demand

Displays for a selected role the aggregated values for remaining demand, remaining demand including soft bookings, and the total demand of the role.

• Business partner staffing

Displays for a selected resource all role assignments. This could also include role assignments from other projects. The assigned effort is displayed in a stacked column chart, where each section represents a single staffing.

• Business partner availability

Displays for a selected resource the aggregated values for total availability, remaining availability, and remaining availability including soft bookings.

Prerequisites

To use Business Context Viewer (BCV) reporting, the business function /BCV/MAIN needs to be active. This enables the BCV-specific functions such as configuration center, the Customizing entries of the BCV Customizing. In the delivery customizing of BCV, standard printforms are available, one for portrait and one for landscape printing of the BCV graphics and tables.

To use the BCV functionality, you need to have the role SAP_BCV_USER. To access the respective resource data in Portfolio and Project Management, you need the role SAP_CPR_BCV_USER. These both roles are combined in the new PFCG role SAP_CPR_BCV_USER_COMP which is required to start the BCV reporting for resource management.


October 2017 91


The new BAdI DPR_BCV_RES (Enhancement Spot CPRO_BCV_RES) is available. It contains the following methods:

• SET_TAGS

• SET_BCV_CONTEXT

• NO_USE_OF_BCV_RES

You can use the BAdI to integrate custom-defined BCV reports for resource management reporting.

For more information, see Customizing for Project Management under Resource Management -> Basic Settings for Roles -> BAdI: Make Settings for BCV Graphics in Resource Management.

See also

Resource Management (Enhanced)


92 October 2017


Use

As of SAP Portfolio and Project Management 5.0, the following features are available in resource management:

New Views

For resource management, the following new sub views have been created to allow a better overview of the staffing situation in the project:

Staffing Overview with Focus on Dates

The staffing overview shows a hierarchical view of all the roles in the project. The hierarchy contains the following data:

• Role

o Assigned resources/candidates per role

Task assignment for resource/candidate

o Task Assignment for role

The staffing overview with focus on dates focuses on non-distributed data. It contains the master data of the roles, resource assignments, and task assignments (such as demand, assigned effort, start and finish dates). The data can be maintained directly in the table or in the detail view.

Staffing Overview with Focus on Distribution

The staffing overview shows a hierarchical view of all the roles in the project. The hierarchy contains the following data:

• Role

o Assigned resources/candidates per role

For each role summary, columns are displayed for the following:

• Total Demand

• Remaining Demand

• Assigned Effort

The aggregated values are displayed per period. For the role, an icon indicates per period whether the role is fully staffed or partly staffed. The value of the icon can be modified using the BAdI DPR_RES_OVERVIEW. For more information, see Customizing for Project Management under Resource Management -> Basic Settings for Roles -> BAdI: Resource Overview.

The staffing overview with focus on distribution focuses on maintaining of distributed values. The data can be maintained directly in the table or in the detail view.


October 2017 93

Resource Overview with Focus on Dates

The resource overview shows a hierarchical view of all the resources in the project. The hierarchy contains:

• Resource

o Role assignments as resource/candidate

Task assignment for role assignment

The resource overview with focus on dates focuses on non-distributed data. It contains the master data of the roles, resource assignments, and task assignments (such as demand, assigned effort, start, and finish dates). The data can be maintained directly in the table or in the detail view.

Resource Overview with Focus on Distribution

The resource overview shows a hierarchical view of all the resources in the project. The hierarchy contains the following data:

• Resource

o Role assignments as resource/candidate

For each resource summary columns are displayed for the following:

• Total Availability

• Remaining Availability

• Assigned Effort

The aggregated values are displayed per period. For the resource, an icon indicates per period whether the resource has remaining capacity or not. The value of the icon can be modified using the BAdI DPR_RES_OVERVIEW.

In the described views, a new menu is available per object. You can open the menu for the selected object by left-clicking it. Here you can access the main functionality, such as Assign As Resource or Delete Staffing. The menu item Details always starts the details of the selected object in a popup.

Sending e-Mails

In previous releases, you could send e-mail notifications using local e-mail clients such as Microsoft Outlook. This is no longer possible. From this release, e-mail notifications are sent from the back end.


Resource Management Views

The cProjects 4.5 resource management views Roles and Role Staffings are invisible by default. They can be made visible by using the method SET_VISIBLE_RESOURCE_VIEWS of the BAdI DPR_RES_OVERVIEW contained in the enhancement spot CPRO_RES_OVERVIEW.


94 October 2017

Staffing Overview with Focus on Distribution

For the role, an icon indicates per period whether the role is fully staffed or partly staffed. The value of the icon can be modified using the BAdI DPR_RES_OVERVIEW.

Resource Overview with Focus on Dates

The aggregated values are displayed per period. For the resource, an icon indicates per period whether the resource has remaining capacity. You can modify the value of the icon by using the method GET_ICON_BUPA of the BAdI DPR_RES_OVERVIEW contained in the enhancement spot CPRO_RES_OVERVIEW.

Sort Roles

The former Sort Roles functionality has been replaced by Sort Ascending/Sort Descending. You can activate the previous version by using the method SORT_ROLE_DROPDOWN of the BAdI DPR_RES_OVERVIEW contained in the enhancement spot CPRO_RES_OVERVIEW. The Sort Ascending/Sort Descending functionality is available on the Staffing Overview views and the role detail.

See also


BAPIs / RFC-Enabled Functions Modules (New)

Usability (Enhanced)


October 2017 95

Usability During Resource Management (Enhanced)

Use

The usability enhancements for resource management within projects are available as of



You have the following options for improving usability:

• Updating roles according to their task assignments

You can specify that this function is triggered automatically by the system. The automatic update function can be applied to all roles or only specific roles such as roles of a specific type or roles used within a specific project type. For more information, see SAP Library for SAP Portfolio and Project Management on SAP Help Portal at http://help.sap.com under Project Management -> Project Resource Planning -> Roles -> General Definition of a Role.

• Directly running a resource search

You can specify that the resource search starts immediately when you choose Resource Search on the Resources view of a project. The function is then carried out using default criteria and the dialog box for entering search criteria is skipped. For more information, see SAP Library for SAP Portfolio and Project Management on SAP Help Portal at http://help.sap.com under Project Management -> Project Resource Planning -> Resource Search.


• Updating roles according to their task assignments

To activate the automatic update function, implement method AUTOMATIC_UPDATE_ROLE in Customizing for SAP Portfolio and Project Management under Project Management -> Resource Management -> Business Partner -> BAdI: Performance and Usability in Resource Management.

• Directly running a resource search

To activate this function, implement method START_SEARCH_AT_ONCE in Customizing for SAP Portfolio and Project Management under Project Management -> Resource Management -> Basic Settings for Roles -> BAdI: Configure Resource Search.


96 October 2017


Use

As of SAP Portfolio and Project Management 5.0, multiple improvements to the user interface are available. The improvements cover the adjustment of the screens to the Floor Plan Manager concept, the rearrangement of existing fields and data, as well as enhancements to the user settings. In addition, the handling of existing functionality was improved and new functionality was developed for project elements.

Floor Plan Manager Adjustments

• The positioning of the pushbuttons simplifies the adoption of the functionality for the user when navigating between the different views. For example, the pushbuttons are disabled depending on the current processing mode. The following pushbuttons are now available in Project Management navigation:

o Save; deactivated in read-only mode

o Close

o Read Only or Edit; the visibility of these pushbuttons depends on the processing mode

o Print; deactivated in read-only mode and edit mode for the following views:

o Resources

o Accounting

o Project Versions

o Project Charter

o Search

o Export Project; always active in the project definition; deactivated in other project elements in the Structure view

o Create Version; deactivated in read-only mode and snapshots

o User Settings

• Navigation between the views Detail, Table, and Graphic has been moved from the right to the left side of the screen.

• Navigation in resource management between details, roles, and role staffing is now handled by means of sub views instead of dropdown boxes, and the tables for role overview and role staffing of the previous release are not displayed by default, to reduce the number of screens. You can make these tables visible by implementing the BAdI DPR_RES_OVERVIEW. For more information, see Customizing for Project Management under Resource Management -> Basic Settings for Roles -> BAdI: Resource Overview.

• The icons for Project Management are replaced by new icons. For more information, see SAP Library for SAP Portfolio and Project Management on SAP Help Portal at http://help.sap.com


October 2017 97

-> SAP Business Suite -> SAP Portfolio and Project Management -> SAP Portfolio and Project Management 5.0 -> Project Management -> Creation of a Project -> Structure Tree.

The table view and the graphical view can be configured as default view by Floor Plan Manager configuration.

Rearrangement of Existing Fields and Data

• Fields have been reallocated between the Basic Data and the Additional Data tab, and the new Dates and Work tab is available containing all the information related to the dates and work of a project element.

• The status management is now available via a pushbutton on the Basic Data tab and appears as a popup.

• Details of object links, DMS Documents and status reports appear in a popup instead of being displayed directly on the user interface.

• The activities in the Authorizations tab are aligned horizontally.

User Settings Enhancements

• You can deactivate the navigation from the table view or graphical view to the detail view when creating project elements.

• You can control whether the user needs to confirm element deletion.

• The user can select default views for opening a project. The following default sub views are available:

o Structure - Detail

o Structure - Table

o Structure - Graphic View

o Staffing Overview

o Resource Overview

o Role Detail

o Role Overview

o Role Staffing

Improved Handling of Existing Functionality

• You can create project versions directly in the project detail view using the pushbutton Create Version. You can directly select a version and create a snapshot or a simulation without having to navigate to the Project Versions view.

• Creating a mirrored task has been improved. You can search for tasks in projects in addition to the already existing search which was only based on tasks.


98 October 2017

• Mass changes are now supported.

o Multiple editing is supported in the table view as well as in the detail view for the sub object tabs task, subtasks, and checklist items. You can change an attribute for several project elements in a single step. This is supported for all column fields (with exception of the Sort Number column).

o Multiple copy and paste and multiple cut and paste for specific project elements in the tree, table, and graphical view and the sub objects tabs Tasks, Subtasks, and Checklist Items is supported.

• Value suggestions are available for various input fields across different screens and popups.

• The mandatory fields check was enhanced and aligned for SAP Portfolio Management and Project Management. The mandatory fields for the focus object are now checked for all tabs when saving the project. In case there are mandatory fields on tabs to which the user has not yet navigated and filled out, an error message is displayed providing the user with the name of the field and the technical name.

Extended Availability of Information About Substitutes

• The substitute names for a project are visible on the tasks dashboard and on the detail screen. If you maintain a substitute for a project, you can see the tasks related to this substitution on the tasks dashboard by using the My Tasks As Substitute view.

• In addition, the substitute name appears for the project definition on the Basic Data of the detail view. A popup also provides substitute details. The popup contains a table that shows each substitute for the corresponding responsible person. The person who is responsible for the project has administrative authorization and can also maintain his or her substitute on this popup.

Changed Functionality

• Multi-project monitor: As of SAP Portfolio and Project Management 5.0, the data is read directly from the database for better performance. This implies that the field control is not available on field level but only on column level. The former multi-project monitor version can be activated via the BAdI DPR_MPM. For more information, see Customizing for SAP Portfolio and Project Management under Project Management -> Structure -> BAdI: Influence or Check Functions in Multi-Project Management.

• If a user has ACO_SUPER authorization, he or she is now able to access projects for which the activity None for his or her user is set.

• Documents: For security reasons, it will no longer be possible to save non-standard URLs (such as file paths) as documents (the URL may contain fatal script). For more information, see SAP Notes 1236155 and 866020.

New Functionality for Project Elements

Released tasks can be deleted as long as the integration to other solutions permits it. For example, a released task cannot be deleted if it was already transferred to FI/CO.


October 2017 99


Enhanced Functionality

• A task can now be completed even if subtasks have been canceled. The behavior is defined via checkboxes in the customizing for the task type. For more information, see Customizing for Project Management under Structure -> Define Task Types.

• Subtasks of a task can be edited when the task is opened from the task view. The behavior is defined via checkboxes in the customizing for the task type. For more information, see Customizing for Project Management under Structure -> Define Task Types.

• Checklists that are not modifiable or only partially modifiable can now be deleted. This function is realized with the method DELETE_CHECK_ITO_CTO of the BAdI DPR_ATTRIBUTES contained in the enhancement spot DPR_ATTRIBUTES. For more information, see Customizing for Project Management under Global Enhancements to Project Elements -> BAdI: Check/Change Fields in Project Management.

Changed Functionality

• Entries Tasks and Checklist Items

For better performance, for the entries Tasks and Checklist Items in release 5.0 only the required CGPL objects are loaded. This implies that a part of the Roles tab for tasks has been removed. You can activate the previous version by using the method SWITCH_PERFORMANCE_SIDE_ENTRY of the BAdI DPR_TREE. For more information, see Customizing for Project Management under Structure -> BAdI: Make Settings for the Structure Tree.

• BAdI: Determine Explosion Mode for 'SAP DMS' Tab (DPR_DMS)

You use this BAdI to disable the immediate multilevel explosion when you display the document structure of a document info record on the SAP DMS tab. The initial retrieval includes only the documents and folders up to the second level to increase performance. For more information, see Customizing for Project Management under Documents -> BAdI: Determine Explosion Mode for 'SAP DMS' Tab.

New Functionality for Project Elements

• Substitutes

The option to see and maintain the substitute on the project detail screen is not visible in the standard delivery of Project Management. Both fields, that is, the substitute display field and popup with the field to edit the substitute, are available in the field control.

Customizing of the field control involves the following:

Object type DPO

DRP_TS_API_SUBSTITUTE

• Sort numbers for checklists

Sort numbers are now available for checklists. Up to cProjects 4.5, tasks and checklists on the same level were always ordered block wise. As of SAP Portfolio and Project Management 5.0,


100 October 2017

it possible to mix the sorting of tasks and checklists according to your needs. Tasks and checklists then share the same range of sort numbers. You can activate this functionality via a BAdI where you can define the use of the sort functionality (for example, only for a specific project type, or only for one project). You can use the method SWITCH_SORTING_ON_LEVEL of the BAdI DPR_TREE contained in the enhancement spot CPRO_TREE to allow for tasks and checklists on the same level to appear in mixed order. For more information, see Customizing for Project Management under Structure -> BAdI: Make Settings for the Structure Tree.

Adobe PDF-based print forms have been enhanced regarding sort numbers for checklists, accordingly. However, the Smart Forms for printing have not been enhanced.

New Customizing Activity for Accounting Integration

You can use the Customizing activity Make Project-Type-Specific Settings for Accounting Integration to create, change, and display Customizing related to the accounting integration for a project type. For more information, see Customizing for Project Management under Accounting Integration -> Make Project-Type-Specific Settings for Accounting Integration.


October 2017 101

Project Management: Various Enhancements (Enhanced)

Use

The various enhancements for Project Management are available as of



You can use the following functions:

• You can control the visibility of the following data on the task details screen, in the Basic Data subview:

o Copy Subproject Data Pushbutton By choosing the Copy Subproject Data pushbutton, you copy data from the subproject to the task. For more information, see Work with Subprojects in SAP Library for SAP Portfolio and Project Management on SAP Help Portal at http://help.sap.com. Note: If the pushbutton is visible, you must define the mapping with the method TRANSFER_SUBPROJECT_DATA of BAdI: Check/Change Fields in Project Management.

o Severity Icon The severity information for the subproject is visible for the task which is assigned to the subproject. For more information, see Work with Subprojects in SAP Library for SAP Portfolio and Project Management on SAP Help Portal at http://help.sap.com.

• For operational projects, you can generate a project number in accordance with your user-defined rules during saving. For more information, see Creating a Project Definition in SAP Library for SAP Portfolio and Project Management on SAP Help Portal at http://help.sap.com.

• You can replace users and resources in multiple objects, relevant subobjects, and in role-task assignments. For more information, see Replacement of User or Resource in SAP Library for SAP Portfolio and Project Management on SAP Help Portal at http://help.sap.com.

• You can define a phase type, task type, and checklist type for a project type, in a similar way as for the role type. For more information, see Creating Basic Data for a Task, Creating Basic Data for a Phase, and Creating Basic Data for a Checklist in SAP Library for SAP Portfolio and Project Management on SAP Help Portal at http://help.sap.com.

• You can specify additional fields of the operational project you want to be available in the project template for project planning. For more information, see Templates in SAP Library for SAP Portfolio and Project Management on SAP Help Portal at http://help.sap.com.

• You can control the overwriting of planned dates with actual dates. You specify the visibility of the Copy Actual to Planned checkbox on project header level in the frontend. For more information, see Scheduling in SAP Library for SAP Portfolio and Project Management on SAP Help Portal at http://help.sap.com.


102 October 2017


• You define the copying of data from the subproject to the task with the methods GET_SUBPROJECT_DATA and TRANSFER_SUBPROJECT_DATA in Customizing for SAP Portfolio and Project Management under Project Management -> Global Enhancements to Project Elements -> Business Add-Ins (BAdIs) -> BAdI: Check/Change Fields in Project Management.

• You create your own rule to determine the project ID with method GENERATE_PROJECT_ID in Customizing for SAP Portfolio and Project Management under Project Management -> Global Enhancements to Project Elements -> Business Add-Ins (BAdIs) -> BAdI: Check/Change Fields in Project Management.

• You define the phase type, task type, and checklist type for the project type in Customizing for SAP Portfolio and Project Management under Project Management -> Structure -> Define Project Types.

• You specify which additional fields from the operational project are to be available in the project template using the method ADD_DATA4PROJ_TEMPL in Customizing for SAP Portfolio and Project Management under Project Management -> Global Enhancements to Project Elements -> Business Add-Ins (BAdIs) -> BAdI: Check/Change Fields in Project Management.

• You control the overwriting of planned dates with actual dates with the method BUTTON4MOVE_ELEMENT in Customizing for SAP Portfolio and Project Management under Project Management -> Structure -> BAdI: Make Settings for Scheduling.


October 2017 103

Project Management: Various Functions (Enhanced)

Use

The following enhancements to Project Management are available as of SAP Portfolio and Project Management 5.0 SP09:

• Milestone Trend Analysis

The milestone trend analysis enables you to analyze the progress of your projects and recognize schedule deviations at an early stage. It can be displayed within projects on the new Milestone Trend Analysis view. The milestone trend analysis is based on the snapshots available for a project as well as the current project data. For each project task that is flagged as a milestone, it displays the planned finish dates saved in the individual snapshots as well as the current project data. The data of the milestone trend analysis can be displayed in a business graphic and in an ALV table. It can be filtered, downloaded to Microsoft Excel, and printed as a graphic or as a PDF document.

• Filter for Project Templates

You can define your own logic for filtering the project templates offered for selection during project creation. This enables you to reduce the number of templates displayed to those relevant to the particular context or user. When you activate the Show All Templates checkbox in the Create dialog box for projects, you ensure that users can still display and use all available templates for a project type if required.

• Gantt Chart Optimization

The Gantt chart optimization enables you to display additional project phase and task information directly on the bar chart. This enhancement is available in the Graphic subview of the project structure. Note, however, that it is not supported in the multi-project monitor, or when you choose the Compare function in the Graphic subview of a project.

To display the additional information on a Gantt chart, go to User Settings and select the required constraint information and other related project data under Show Additional Gantt Information. For each piece of information that you want to display, choose either Label with Information or Information, depending on your requirements.

Constraint information is displayed using different arrows for each constraint type. You can shift constraint dates; that is, the arrows depicting constraints, directly in the chart. These changes are reflected on the Details and Table subviews, updating your project at runtime. You can also delete constraints directly from the chart by right-clicking the mouse for each constraint arrow that is to be deleted. Each phase or task for which you want to edit or delete a constraint must be switched to edit mode. Otherwise, constraint dates cannot be adapted in the graphic.


• Milestone Trend Analysis

To activate the milestone trend analysis, carry out the following steps in Customizing for SAP Portfolio and Project Management:


104 October 2017

o Under Project Management -> Basic Settings -> Override Default Global Settings, enable the use of the milestone trend analysis by making the following entry:


0002 0013 Milestone Trend Analysis X

o Under Project Management -> Structure -> Define Project Types, activate the milestone trend analysis for individual project types.

If you want to print the milestone trend analysis as a PDF file, carry out the following settings in Customizing for SAP Portfolio and Project Management:

o Under Project Management -> Basic Settings -> Forms for Printing and for Project Status Reports -> Create PDF-Based Forms, check the SAP standard form for the milestone trend analysis. If required, create your own form.

o Under Project Management -> Basic Settings -> Forms for Printing and for Project Status Reports -> Activate Forms per Project Type, activate the PDF forms that you want to use for the milestone trend analysis in your project types.

o If you have created you own PDF form, create a corresponding BAdI implementation for it under Project Management -> Basic Settings -> Forms for Printing and for Project Status Reports -> Business Add-Ins (BAdIs) -> BAdI: PDF-based Forms.

Configure the milestone trend analysis according to your requirements in Customizing for SAP Portfolio and Project Management under Project Management -> Global Enhancements to Project Elements -> Business Add-Ins (BAdIs) -> BAdI: Milestone Trend Analysis.

• Filter for Project Templates

To activate this function, implement method SET_TEMPLATES in Customizing for SAP Portfolio and Project Management under Project Management -> Global Enhancements to Project Elements -> Business Add-Ins (BAdIs) -> BAdI: Check/Change Fields in Project Management.

• Gantt Chart Optimization

To activate the Gantt chart optimization, go to Project Management -> Basic Settings -> Override Default Global Settings and make the following entry:


0006 0021 Display Additional Information on Gantt Chart X


October 2017 105

Project Management: Various Functions 2 (Enhanced)

Use

The following enhancements to Project Management are available as of SAP Portfolio and Project Management 5.0 SP10:

• Copying of Projects

You can create projects using an existing operational project as a template. The function is available in the project dashboard. You can either choose Create and use the template type Project or select a project and choose Copy Project.

The system copies the project structure, made up of the project definition with phases, tasks, roles, checklists and checklist items. All project elements are copied in their initial status. Attributes that do not match this status, such as actual dates, are not copied. Additionally, the data scope copied depends on your system settings.

For more information, see SAP Library for SAP Portfolio and Project Management on SAP Help Portal at http://help.sap.com/ppm50 under Project Management -> Creation of a Project -> Copying of Projects.

• Deactivation of Accounting Integration During Background Evaluation

You can deactivate the transfer of project data to accounting during the background evaluation of projects. If the accounting integration is active for your project types, this can lead to a considerable performance improvement of the background process. The data transfer can be deactivated for all projects, or only for projects with certain attributes, such as a specific project type. If you do not activate this enhancement, the data transfer is carried out for all projects for which accounting integration is active, even though in most cases, the evaluation results are not relevant to accounting.

• Fixed Values for Milestone Tasks

When you create milestone tasks in operational projects or project templates, fixed values can be assigned automatically to the following attributes:

Attribute Fixed Value

Duration 1

Finish Constraint and Date initial

Work 0

This enables you to treat milestones as a single point in time. Instead of the standard values, you can also define you own fixed values. If you do not activate this enhancement, milestone tasks are treated like standard tasks.


106 October 2017

• Filter for Milestone Tasks

When filtering project elements in the Structure view of a project or the multi-project monitor, you can filter milestone tasks by setting the Milestone indicator in the filter. This enhancement ensures that all other project element types are deselected automatically when you set this indicator so that only tasks are filtered. If you do not activate this enhancement, all project element types are filtered unless you deselect them manually.

• Display of Original Task Data in the Detail View of Mirrored Tasks

Original task data such as the responsible role or resource, duration and work, status, priority and relevancy for approval can now be displayed in the Detail view of the mirrored task. If you do not activate this enhancement, only the dates transferred from the original task and a link to the original task are displayed in the Detail view of the mirrored task.

• Multiple Deletion of Project Roles

When editing projects, you can select and delete multiple roles at a time. Select the roles in the Role Overview or the Details subview of the Resources view, and choose the corresponding pushbutton. If you do not activate this enhancement, you can only delete one role at a time.

• Automatic Refresh of Project Management Dashboards

All dashboards in Project Management are refreshed automatically when a project or project element is saved. If you do not activate this enhancement, you need to manually trigger the refresh.

• Optimization of the Structure Display for Your Screen Resolution

You can adjust the number of lines displayed in the structure tree and the Table subview of the project structure by specifying your screen resolution in the general user settings in the field Structure Display Optimized for Resolution. For more information, see SAP Library for SAP Portfolio and Project Management on SAP Help Portal at http://help.sap.com/ppm50 under Project Management -> Functions on the Start Page -> User Settings.

• Display of Gantt Chart Optimized for Screen Size

The size of the Gantt chart displayed in the Graphic subview of the project Structure view, or in the multi-project monitor, automatically adjusts to the size of the screen window. This ensures that the available space is fully used. You can scroll within the Gantt chart.

• Enhanced Where-Used List for GUIDs in SAP Portfolio and Project Management

The creation of where-used lists for GUIDs, which is carried out using report DPR_GUID_ANALYZE, has been enhanced in the following ways:

o On the selection screen, the field Database Tables has been added. This enables you to improve report performance by restricting the selection to those tables relevant to the current application object.

o When you navigate from the where-used list to a table and execute the report again for one of the GUIDs in this table, the table, as well as the object type of the original GUID, are displayed as breadcrumbs above the new where-used list.


October 2017 107


• Copying of Projects

o To activate this enhancement, make the following entry in Customizing for SAP Portfolio and Project Management under Project Management -> Basic Settings -> Override Default Global Settings:


0006 0024 Copying Operational Projects X

o To copy the staffing and distribution data of roles, object links, the names and links of mirrored tasks, documents and collaborations, implement method CTRL_COPY_PROJECT in Customizing for SAP Portfolio and Project Management under Project Management -> Global Enhancements to Project Managements -> Business Add-Ins (BAdIs) -> BAdI: Check/Change Fields in Project Management.

o To copy the project start date, implement method COPY_PROJECT_START_DATE_FIX in Customizing for SAP Portfolio and Project Management under Project Management -> Global Enhancements to Project Elements -> Business Add-Ins (BAdIs) -> BAdI: Copying of Projects.

o To copy notes, implement method COPY_NOTES in Customizing for SAP Portfolio and Project Management under Project Management -> Global Enhancements to Project Elements -> Business Add-Ins (BAdIs) -> BAdI: Copying of Projects.

• Deactivation of Accounting Integration During Background Evaluation

To activate this enhancement, implement method INACTIVATE_ACC_INTEGRATION of BAdI: Evaluation in the Background in Customizing for SAP Portfolio and Project Management under Project Management -> Evaluations -> Business Add-Ins (BAdIs).

• Fixed Values for Milestone Tasks

o To activate this enhancement, make the following entry in Customizing for SAP Portfolio and Project Management under Project Management -> Basic Settings -> Override Default Global Settings:


0007 0041 Activate Fixed Values for Milestones X

o To ensure that the fixed values cannot be changed in the project or project template, adjust your field control profile in the following way in Customizing for SAP Portfolio and Project Management under Project Management -> Global Enhancements to Project Elements -> Set Up Field Control:

For object categories TTO (Operative task) and TTT (Task in project template), go to the View Field Ctrl Add. To Addit. Conditions. Create entries for the relevant fields of the external structure DPR_TS_API_TASK_O using condition C050 (Task is Milestone), and assign the appropriate field control properties.


108 October 2017

o To define your own fixed values, implement method SET_DATA_EXT in Customizing for SAP Portfolio and Project Management under Project Management -> Global Enhancements to Project Managements -> Business Add-Ins (BAdIs) -> BAdI: Check/Change Fields in Project Management.

• Filter for Milestone Tasks

To activate this enhancement, make the following entry in Customizing for SAP Portfolio and Project Management under Project Management -> Basic Settings -> Override Default Global Settings:


0002 0015 Filter for Milestone Tasks X

• Display of Original Task Data in the Detail View of Mirrored Tasks

To activate this enhancement, implement method TRANSFER_ORIG_TASK_DATA of BAdI: Check/Change Fields in Project Management in Customizing for SAP Portfolio and Project Management under Project Management -> Global Enhancements to Project Elements -> Business Add-Ins (BAdIs).

Note that up to now, this method was used to activate the display of original task data in the Table view of mirrored tasks. Now, the same method parameter activates the display of original task data in both, the Table and the Detail view of the mirrored task.

• Multiple Deletion of Project Roles



0007 0040 Activate Multiple Role Deletion X

• Automatic Refresh of Project Managment Dashboards



0002 0018 Automatic Refresh of Project Dashboards X


October 2017 109

Follow-Up Actions After Status Changes in Project Elements (Enhanced)

Use

This enhancement is available as of



When the status of a project element is changed, follow-up actions can be triggered automatically in the system. With this enhancement, you can control these actions in the following way:

• You can suppress the execution of actions that are triggered automatically in the standard system. For example, this enables you to prevent that all tasks of a phase are released and displayed for processing in the task dashboard as soon as the phase is released. Follow-up actions of the following status changes can be controlled in this way:

o Release of projects, phases, tasks, checklists, or checklist items

o Completion of phases or tasks

o Approval of phases

• You can establish your own customer-specific follow-up actions for certain status changes. For example, you can automatically complete summary tasks when all of their subtasks have been completed.

The existing functionality for customer-specific event handling is not affected by this (see BAdI: Events in Project Management Application Objects in Customizing for SAP Portfolio and Project Management under Project Management -> Global Enhancements to Project Elements -> Business Add-Ins).


• To suppress the execution of follow-up actions that are defined in the standard system, implement the method CHECK_AUTO_ACTIONS in Customizing for SAP Portfolio and Project Management under Project Management -> Global Enhancements to Project Elements -> Business Add-Ins (BAdIs) -> BAdI: Check/Change Fields in Project Management.

• To trigger customer-specific follow-up actions, create a corresponding implementation of the interface IF_DPR_APPL_PLUG_IN_SUBSYSTEM. For more information, see the example implementation in class CL_DPR_TASK_COMPLETION_DEMO.


110 October 2017

Aligned Access Control for Snapshots and Simulations (Changed)

Use

This enhancement is available as of



It enables you to control access to versions of an operational project using the authorizations assigned in the project. Access control to project versions has thus been aligned with access control to item and initiative versions in Portfolio Management. To display or maintain a snapshot or a simulation for an operational project, a user needs the corresponding authorization for the project definition of the operational project. The system does not check the authorizations assigned in the project version, nor does it perform any authorization checks on project element level.

Effects on Existing Data

If you have projects whose authorizations were changed after the creation of a project version, the authorizations in the project version are no longer taken into account. The version can be accessed by all users that are currently authorized to access the project definition.


October 2017 111

Role Creation in Operative Projects by Include Only (New)

Use





You can use this feature to ensure that roles in operative projects of specific project types are created only by include from project templates. This enables you to enhance project role standardization in you company. When editing projects of the affected project types, users cannot create roles without a template, copy roles within a project, or copy roles and staffing from other operative projects. The corresponding pushbuttons and menu options are not available in these projects.


You can activate this feature for your project types in Customizing for SAP Portfolio and Project Management under Project Management -> Structure -> Define Project Types. On the Details view of the relevant project types, scroll to the Resource Management screen area, and select the Role Crtn by Include checkbox.

See also

Application Help for SAP Portfolio and Project Management on SAP Help Portal at http://help.sap.com/ppm under Project Management -> Project Resource Planning -> Roles -> Creating a Role.


112 October 2017

Enhanced Milestone Processing (New)

Use





It enables you to define a fixed duration for milestone tasks in projects and project templates.

By assigning the duration 0, you can ensure that milestones are treated as a single point in time. They only have one date, the finish date, which is displayed in the graphical view of projects using the special milestone symbol. You can also set a fixed duration greater than 0 for your milestones. In this case, milestone tasks have a start date and a finish date, but they can only have a start constraint. In the graphical view, only their start date is displayed using the special milestone symbol. You cannot assign work to milestones with a fixed duration.

If you do not define a fixed milestone duration, milestone tasks are scheduled like normal tasks. In the graphical view, only their start date is displayed.


• To define a fixed milestone duration, make the following setting in Customizing for SAP Portfolio and Project Management under Project Management -> Basic Settings -> Override Default Global Settings:


0007 0041 Activate Fixed Values for Milestones <integer> (fixed duration in days)

Note: In earlier support packages, you could activate a fixed milestone duration of 1 day by assigning the setting value X. This setting is still valid and does not need to be changed. It corresponds to the new setting value 1.

• To ensure that the entry fields for duration, work, and start or finish constraints are not ready for input, adjust your field control for projects and project templates as follows in Customizing for SAP Portfolio and Project Management under Project Management -> Global Enhancements to Project Elements -> Set Up Field Control:

For object categories TTO (Operative task) and TTT (Task in project template), go to the Field Ctrl Acc. To Addit. Conditions view. Create entries for the relevant fields of the external structure DPR_TS_API_TASK_O using condition C050 (Task is Milestone), and assign the

appropriate field control properties.


October 2017 113

Assignment of Multiple Roles or Resources to Tasks (New)

Use





It provides the following usability enhancements for the Roles tab page of tasks in the Detail subview of the project structure:

• You can select and assign multiple roles or resources to a task at the same time.

• You can delete multiple role or resource assignments at the same time.

• In the Resources table, a new column has been added that shows the roles to which the resources belong.


To enable this feature, make the following setting in Customizing for SAP Portfolio and Project Management under Project Management -> Basic Settings -> Override Default Global Settings:


0006 0036 Assignment of Multiple Roles to Tasks at a Time X


114 October 2017

Filter and Sort Options for Role-Task Assignments (New)

Use





It enables you to filter and sort the assignments between roles and tasks displayed on the Roles tab for tasks and the Tasks tab for roles. The filter and sort options help you to quickly find the assignments you are looking for. The following options are available:

• Roles tab for tasks

o In the Role Assignments to Current Task section, you can filter and sort using the corresponding standard table options.

o In the Roles with Assigned Tasks section, you can filter the Role Assignment column using the Role Assignment Filter field. To filter other columns, use the corresponding standard table options.

o In the Resources section, you can filter and sort using the corresponding standard table options.

• Tasks tab for roles

o In the Tasks Assigned to Selected Role section, you can filter and sort using the corresponding standard table options.

o In the Resources section, you can filter and sort using the corresponding standard table options.


To use the option to filter and sort the assignments between roles and tasks displayed on the Roles tab for tasks and the Tasks tab for roles, make the following setting in Customizing for SAP Portfolio and Project Management under Project Management -> Basic Settings -> Override Default Global Settings:


0006 0045 Filter and Sort Options for Role-Task Assignments X


October 2017 115

Initial Dashboard Views Based on User Settings (New)

Use





It enables you to specify in your user settings which dashboard view should be displayed as the initial view when you open one of the following dashboards:

• Project dashboard

• Task dashboard

• Checklist item dashboard

If you do not specify an initial view for a dashboard, or if you do not activate this feature, the system first opens the view that you have last used in this dashboard.

You can select the initial dashboard views on the Default Values tab page of your user settings.

The new option is also available in the report DPR_CHANGE_USER_SETTINGS, which you can use to change the user settings of multiple users at the same time.


To enable this feature, make the following setting in Customizing for SAP Portfolio and Project Management under Project Management -> Basic Settings -> Override Default Global Settings:


0006 0043 Initial Dashboard Views Based on User Settings X


116 October 2017

Preservation of Relationships When Tasks Are Moved or Copied (New)

Use





With this feature, you can ensure the following:

• All relationships between a task and its predecessors and successors are preserved when the task is moved to a new place within the project structure.

• When a task is copied, the relationships are copied along with the task.

If you do not activate this feature, the relationships are deleted and successor tasks are shifted to the project start date after the task has been moved. When a task is copied, the relationships are ignored and the new task is shifted to the project start.


To activate this feature, make the following setting in Customizing for SAP Portfolio and Project Management under Project Management -> Basic Settings -> Override Default Global Settings:


0012 0008 Preservation of Relationships When Tasks Are Moved/Copied X


October 2017 117

Common Functions


Use

As of SAP Portfolio and Project Management 5.0, the resource management views have been enhanced.

For Staffing and Resources new work centers are available. The selection in the work center is a preselection with which you can start the fast entry screens for staffing and resources. Within the fast entry screen, you still have the option to select from all the resources and projects assigned to you.

Resource Work Center

The Resources work center is a read-only view displaying all the resources that you are responsible for staffing. Within the work center, icons indicate the staffing status of the roles.

The sorting of the projects, assigned roles, and resources can be changed using an enhancement spot.

Staffing Work Center

The Staffing work center is a read-only view displaying all projects and roles that you are responsible for staffing. Within the work center, icons indicate the staffing status for each project and the assigned roles. The sorting of the projects, assigned roles, and resources can be changed using an enhancement spot.

Within both work centers you can:

• Select the display period

• Select the Period breakdown and Unit (Unit only available in Staffing work center)

• Changed the display of resources and roles by using self-defined favourites

• Search for roles and resources

• Recalculate: updates the icons and values in the work center when changes have been made in another session

To start the fast entry screen for staffing or resources, you select one or several projects and roles, or resources from the work center and choose Open Selected. You can also click a resource or project. This opens the fast entry screen, which offers the same functionality such as changing the resource assignments and the assigned effort.


118 October 2017

Enhanced Search for Resources

The enhanced search for resources can be started from the work center or the fast entry screen by choosing Search Options, then Advanced Search. This resource search leverages the Resource Search of Project Management and allows you to search according to:

• Organizational Assignment

• Qualifications

• Availability Of the Business Partner.

You can select one or several business partners from the search result. The selected business partners are displayed in the work center or the fast entry screen.

Enhanced Search for Roles

The enhanced search for roles can be started from the work center or the fast entry screen by choosing Search Options, then Advanced Search. This role search leverages the Role Search of Project Management. You can search according to role information such as role type or function.

In addition search using qualification is supported. You can select one or several qualifications from the qualification catalog and provide a proficiency, which the role requires. You can select one or several roles from the search result. The selected projects or roles are displayed in the work center or the fast entry screen.

Fast Entry Screen Enhancements

In the fast entry screen for staffing, the staffing manager now has the possibility to set the status of the role directly when the extended staffing process is active and the role is in staffing status Staffing in Process. The status change can be started from the context menu of the role.

In addition the Business Context Viewer (BCV) reports described in BCV are also supported in the fast entry screens. The reports can be started using the Additional Information on Resources link when a role or a resource is selected.


The enhancement spot Portfolio Management -> Business Add-Ins and Customer Includes -> BAdI: Change Sorting and Content - Resources Work Center/FES can be used to change the sorting of the resources, projects, and roles in the Resources work center and fast entry screen. In addition, you can modify the content by removing resources or projects, for example.

The enhancement spot Portfolio Management -> Business Add-Ins and Customer Includes -> BAdI: Change Sorting and Content - Staffing Work Center/FES can be used to change the sorting of the projects, roles, and resources in the Staffing work center and fast entry screen. In addition, you can modify the content by removing resources or projects, for example.


October 2017 119

Import and Export from or to MS Project and XML (Enhanced)

Use

As of SAP Portfolio and Project Management 5.0, the import and export functions that are available on portfolio level and on project level have been consolidated. The same user interface is now used when starting the import or export from the item and from the project.

The authorization concept has been aligned, as follows:

• For export at project level, at least write authorization for all project elements is required.

• For import at project level, at least administration authorization instead of write authorization for all project elements is required.

• For export at portfolio level, at least write authorization for all project elements is required, and write authorization for the portfolio item is required.

• For import at portfolio level, at least write authorization for all project elements is required, and administration authorization for the portfolio item is required.

You can now start import and export from the Versions work center directly.

Functional Enhancements for XML and Microsoft Project

During import, you can decide which data is to be imported. You have the following options:

• Structure Only

• Structure and Resources

• Structure, Resources, and Resource Assignments

The system creates a log of all imports and exports. The log contains, for example, the date of the import or export, the user who performed the import or export, and additional information, such as warning and error messages. You can access the log directly during import or export. You can view earlier versions of the log in the log table in the import/export UI.

During import, either a new simulation is created or the operational project is updated. This is decided either by the user during import or via Customizing for the project.

The last imported file is stored in the document management of Project Management. The file can be viewed by choosing the link on the Additional Data tab in the Detail sub view of the project.

When changing the project during import, the changes are logged in the change documents of the project (in case change documents are activated).

When creating a new project by importing, the system automatically generates the project number if this is not provided in the import file.


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Microsoft Project-Specific Enhancements

You can now export and import fields of the project definition.

When you add tasks or checklists to the project in MSP and import the project again, the sequence of the tasks remains the same as in MSP. The sequence of tasks and checklists also remains the same during export.

In MSP, it is possible to define lags in relationships with a percentage value. Example: Task 1 (duration 10 days) and Task 2 (duration 1 day) have a finish-start relationship. You maintain a lag of 50% in MSP. During import, 50% of the duration of the predecessor is used as lag in the relationship (5 days).

When exporting the project for the fields Phase Type, Checklist Type, Process, Priority, Duration, Severity, and Currency value list descriptions are created.

Technical Adjustments

As of SAP Portfolio and Project Management 5.0, the import and export UI in both Project Management and Portfolio Management uses the Web Dynpro ABAP OfficeControl UI element for Microsoft Project Integration. Since rendered pages are normally displayed in a Web browser connected to the Internet in Web Dynpro, security aspects must be considered for UI elements like OfficeControl.

The following security measures therefore exist for OfficeControl:

• OfficeControl only communicates with authorized servers.

• Data can only be stored in authorized directories.

• Data can only be read from authorized directories.

The authorized servers and directories are listed in a whitelist (an administrator stores this information locally using transactions WDR_ACF_WLIST and ACF_WHITELIST_SETUP). If requests for access to directories or communication with servers are sent using HTTP or HTTPS, the control first checks whether this is allowed. It then compares the directories or servers in question with the data in the local whitelist file. It only executes the relevant methods if the authorization is set in the white list.

The whitelist certificate needs to be installed locally on each end-user PC to perform the Project Import and Export. The whitelist certificate can be generated using transaction WDR_ACF_GEN_CERT. To install the whitelist certificate, go to transaction ACF_WHITELIST_SETUP and click Install Certificate.

For more information, see Customizing for SAP NetWeaver under Application Server -> Web Dynpro ABAP -> Set Up Whitelist for Active Controls and Activate Whitelist for Active Controls.

Prerequisites

Import and export from or to MS Project is only supported when either Internet Explorer or NWBC for Desktop (with Browser rendering from Internet Explorer) are used. It is not supported for Firefox, for example. For more information, see SAP note 1402912.

If the browser does not support ActiveX, the system issues a warning message and the application Microsoft Project is not available in the Application dropdown box.


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The Customizing for import and export has been consolidated and moved to SAP Portfolio and Project Management -> Common Functions -> Import and Export of Project Data.


122 October 2017

SAP Portfolio and Project Management: Create User (New)

Use

As of Enhancement Package 1 for SAP NetWeaver 7.0 and SAP Portfolio and Project Management 5.0, the system can automatically create a user with a specific role and its respective authorizations in SAP NetWeaver Identity Management. You can distinguish between the following use cases:

• If you use SAP ERP HCM and you transfer the users to SAP NetWeaver Identity Management, SAP NetWeaver Identity Managment contains the business role.

o When creating a user for a new employee in SAP ERP HCM, the system transfers the user data to SAP Identity Management, creates a business partner (BP) for the employee, and you assign an employee business role from SAP Portfolio and Project Management. The transfer of HCM data to SAP NetWeaver Identity Management (central identity store) is based on a SAP query data extraction.

o Once you have assigned the business role to the appropriate PFCG role, you can assign the identity in SAP NetWeaver Identity Management.

o As a result, a resource is created in the SAP Portfolio and Project Management system.

o The system assigns a status with the start date as today's date and the end date as a much later date (31.12.9999) to the business partner in the SAP Portfolio and Project Management system.

o The following PFCG roles are provided by SAP Netweaver Identity Management for the SAP Portfolio and Project Management application:

Technical Name Role Name

SAP_XRPM_ADMINISTRATOR Portfolio Management: Administrator

SAP_XRPM_USER Portfolio Management: User

SAP_CPR_PROJECT_ADMINISTRATOR Project Management: Project Lead

SAP_CPR_TEMPLATE_ADMINISTRATOR Project Management: Template Responsible

SAP_CPR_USER Project Management: User

SAP_BPR_PPM SAP Portfolio and Project Management PFCG role for NW BC

SAP_CPR_BCV_USER Role for Usage of BCV in Project Management

SAP_CPR_BCV_USER_COMP User of BCV in Project Management

SAP_RPM_BCV_USER Portf. Mgmt BCV Authorization


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Technical Name Role Name

SAP_RPM_BCV_USER_COMP Portf. Mgmt BCV User Profile

o The system administrator assigns these roles to users that are created in SAP NetWeaver Identity Management. The user creation is ABAP-based.

• If you do not use SAP ERP HCM, users have to be created in directly in SAP NetWeaver Identity Management with a SAP Portfolio and Project Management employee business role.

o Once you have assigned the business role to the appropriate PFCG role, the SAP Portfolio and Project Management system creates the resource.

o If personnel areas have been mapped to locations and the business partner was created in the SAP Portfolio and Project Management system, the business partner is assigned to this location with today's date as the start date and an infinite date as the end date, for example.

o The system assigns a status with the start date as today's date and the end date as a much later date (31.12.9999) to the business partner in the SAP Portfolio and Project Management system.

o The same roles are created as above.

o The system administrator assigns these roles to users that are created in SAP NetWeaver Identity Management. The user creation is ABAP-based.

• The background user in SAP NetWeaver Identity Management, which is used for the RFC calls to the SAP Portfolio and Project Management application when transferring identities, must have the authorization of the SAP_XRPM_ADMINISTRATOR PFCG role. This role can update access control lists for SAP Portfolio and Project Management entities, such as portfolio or bucket, and create users and business partners in the SAP Portfolio and Project Management application.

Prerequisites

You are using the SAP NetWeaver Identity Management 7.1 product under license.


You can use the BAdI to create users for SAP Identity Management for SAP Portfolio and Project Management . For more information, see Customizing for SAP Portfolio and Project Management under Common Functions -> SAP NetWeaver Identity Management for SAP Portfolio and Project Management -> BAdI: Identity Management for SAP Portfolio and Project Management.

See also

For more information, SAP Help Portal at http://help.sap.com -> SAP Business Suite -> SAP Portfolio and Project Management -> SAP Portfolio and Project Management 5.0 -> Common Functions -> SAP Identity Management for SAP Portfolio and Project Management.

Release Notes for SAP Portfolio and Project Management

Documents

Transcript of Release Notes for SAP Portfolio and Project Management