Release Notes for SAP Collaboration Projects

Transcription

1 Release Notes for SAP Collaboration Projects R e l e a s e 4. 5

2 Copyright Copyright(c) 2013 SAP AG. All rights reserved. Neither this document nor any part of it may be copied or reproduced in any form or by any means or translated into another language, without the prior consent of SAP AG. The information contained in this document is subject to change without notice. SAP is a registered trademark of SAP AG. All other products which are mentioned in this documentation are registered or not registered trademarks of their respective companies. 2 March 2013

3 Table of Contents Continuous Improvements (Enhanced) 4 Usability (Enhanced) 6 Vacant Role Search (New) 8 Multi-Project Monitor (New) 9 Project Type Six Sigma (New) 10 Role Charts (New) 11 Integration with SAP xrpm (Enhanced) 12 Accounting Integration (Enhanced) 13 CATS Integration (Enhanced) 14 Microsoft Project Integration (Enhanced) 15 Control Plans (Enhanced) 16 Resource Management (Enhanced) 17 Development Package PPM_OBSOLETE (Deleted) 18 Project Management: Various Enhancements (Enhanced) 19 Enhancements for Mirrored Tasks (Enhanced) 21 Usability in Resource Management (Enhanced) 22 Filter for Project Elements (Enhanced) 23 Follow-Up Actions After Status Changes in Project Elements (Enhanced) 24 Customizing Structure for Collaboration Projects (Enhanced) 25 March

4 Continuous Improvements (Enhanced) As of cprojects 4.50, the following enhancements are available: Functional improvements o Printing notes o As a project lead, you can name substitutes for project members. o In the user settings, you can specify that automatic scheduling is deactivated until you save a project. This gives you more control over your project dates during project planning and has a positive influence on performance. o Deactivating project types, phase types, checklist types, and task types o The following object link types are new: Master inspection characteristics in the Quality Management system Failure Mode and Effects Analysis (FMEA) Control plan in SAP ERP o Deactivating object link types for certain project types o Displaying the object link group o New BAPIs for creating and changing control plans o New BAdI for adjusting the search results. This also enables you to open the detail view for a hit from the result list in a new window so that you can easily return to the result list at any time. Technical adjustments o Control plans and evaluations were migrated to Web Dynpro for ABAP and can now be enhanced, just like the other areas of cprojects. o Authorization administration: the BSP application ACO_BSP_ADMIN has been replaced by the Web-Dynpro ABAP application CPROJECTS_AUTH_ADMIN. o BAdIs were converted to faster kernel BAdIs o With Adobe Document Services (ADS), you can use SAP Interactive Forms by Adobe or PDF-based print forms for printing instead of Smart Forms. You can continue to use existing Smart Forms to print documents after an upgrade to cprojects If you want to print notes, approvals, or status reports, you have to use Adobe Document Services. 4 March 2013

5 Effects on Data Transfer If you are upgrading to cprojects 4.50, the migrated kernel BAdIs are displayed in transaction SPAU. You have to switch these BAdI implementations manually. For more information, see SAP Library for SAP NetWeaver under SAP NetWeaver by Key Capability -> Application Platform by Key Capability -> ABAP Technology -> ABAP Workbench -> Enhancement Framework -> Business Add-Ins (BAdIs) -> BAdIs - Migrating Classical BAdIs -> Migrating BAdIs. Effects on Customizing Prerequisite for the new object link types: You have installed SAP ECC 6.0, SAP_APPL EHP3 and activated the business function BF OPS_QM_EXTENSIONS. March

6 Usability (Enhanced) As of cprojects 4.50, the following usability enhancements are available: Switching from the table view of a project to a list view that supports the standard functions of the ABAP List Viewer (ALV). This provides the following functions: o Direct filtering in the table o Sorting o Creating and saving personal views o Creating a printable PDF file o Exporting to Microsoft(TM) Excel Saving the filter as a customer-specific setting Pasting copied project elements multiple times Hiding columns and relationships in the graphical view by means of the user settings You have the additional option of using the Basic Data tab page to change the status of a project. More uniform layout of tasks and checklist items Selection made in a dashboard is taken into account in actions (for example, opening a project) Version table contains the creation date Information is displayed as to whether the system displays a system status or a user status in the Active Statuses table. Restricting the expansion of a subtree to a certain level in the graphical view It is now possible to change the name of a project element in a new column of the table view. Branching from an evaluation directly to the corresponding project If an enterprise does not use the SAP Enterprise Portal, the highest tab strip is hidden when you are in a project. This makes the screen clearer and improves performance slightly. 6 March 2013

7 You can replace the business partner in a role-task assignment. The master data of the assignment remains. When you edit a project role, you can gain additional space by hiding the role list. The other usability improvements specific to certain areas are included in the corresponding sections of the release information for cprojects 4.50, for example, under Resource Management (Enhanced). March

8 Vacant Role Search (New) As of cprojects 4.50, you can search for roles that are not fully staffed and that are available during a particular time frame. This gives employees the option of searching for vacant roles that could interest them. The project lead marks a role as vacant so that others outside the project see it as a role that has not been fully staffed. You can use the following search criteria: Project type Role type Area Location Function Qualifications You can also export the search result to Microsoft(TM) Excel, create a print file in PDF, or send the data to yourself by . This gives you the option of using the relevant information in different formats and for example, passing it on. See also The vacant role search builds on the "Marketplace for Project Vacancies" function in Customer Relationship Management 4.0 that is now available for all cprojects customers. For more information, see SAP Library under SAP CRM 4.0 -> mysap Customer Relationship Management -> Industry-Specific CRM -> Service Industries -> Professional Services -> Project Resource Planning -> Resource Search -> Marketplace for Project Vacancies. 8 March 2013

9 Multi-Project Monitor (New) As of cprojects 4.50, you can use the multi-project monitor (MPMON) to call multiple projects, tasks, and checklist items and compare them in a graphic simultaneously. You can branch directly to the project elements from the multi-project monitor and edit them there. You can also compare the time scale of multiple projects, tasks, and checklist items. You can also filter project elements by certain conditions from the multi-project monitor. For example, you can set up the filter function in such a way that only project elements that were completed within a certain time frame are displayed. You can call the multi-project monitor from the dashboard. Other standard functions in the graphical view, such as printing, are also available in the multi-project monitor. March

10 Project Type Six Sigma (New) As of cprojects 4.50, you can use a specific project type for Six Sigma that contains predefined project role types (for example, Six Sigma Blackbelt). You can define the scope, benefits, and goals of a project for this new project type by means of the Project Charter tab page. In addition, you can manage key figures for the project on a second tab page. You can define the key figures displayed here according to your requirements. You can analyze these key figures in your reports in the BI system. Effects on Customizing You have selected the Project Charter indicator in Customizing for Collaboration Projects, by choosing Structure -> Define Project Types. You can also use the project charter for any other project type for which this indicator is selected. You have also made the following settings in Customizing for Collaboration Projects under Metrics Management: Define Object Types Define Metrics Groups Define Metrics Define Currencies Define Quantities Define Metrics Value Types Assign Metrics Value Type to Metrics Define Metrics-Independent Groups 10 March 2013

11 Role Charts (New) As of cprojects 4.50, the system supports you in resource planning with graphics. The following charts for distributed roles are available: Resource chart for project roles: Planned required capacity for a project role is compared with the staffings that have already been reserved or booked in a graphic. Resource chart for staffing a project role: o Required Capacity: Here, you compare the availability of a staffed resource with your existing staffings for this and other project roles. o Free Capacity: Here, you compare the remaining required capacity of the project role with the capacity still available of the staffed resource. The distribution table of the role also contains the following new rows: Other Reserved Capacity: Displays the required capacity of the role that has already been soft booked for other project roles Other Booked Capacity: Displays the required capacity of the role that has already been hard booked for other project roles This gives you a better picture of how stable your current role-resource planning is. You can extract the information about whether a role has been soft booked or hard booked in your BI-Content system and display it in your reports there. March

12 Integration with SAP xrpm (Enhanced) As of cprojects 4.50, you can assign projects to portfolio items in SAP xrpm. At a lower level, you can also assign phases in cprojects to decision points in SAP xrpm. This assignment provides the basis for a synchronization between the objects in cprojects and SAP xrpm. You can display the assigned SAP xrpm objects in cprojects by means of the Portfolio Data tab page. Effects on Customizing You have selected the xrpm indicator in Customizing for Collaboration Projects by choosing Structure -> Define Project Types. 12 March 2013

13 Accounting Integration (Enhanced) As of cprojects 4.50, you can include the distribution of the required capacity of the project role and the distribution of the staffed required capacity in costing. The system calculates the costs and revenues according to periods while taking the corresponding distribution value of the period into account. Effects on Customizing You have selected the Distr. of Costs indicator in Customizing for Collaboration Projects by choosing Resource Management -> Basic Settings for Project Roles -> Define Project Role Types. March

14 CATS Integration (Enhanced) As of cprojects 4.50, you can display and change the following additional detail fields for tasks in cprojects in transaction CAT2 in the ERP system when confirming the actual work (you only have change authorization if you are a person responsible for a task): Actual Start Actual Finish Percentage Complete Work Remaining Work You can also create a comment for a task from cprojects within time recording in the ERP system. Effects on Customizing You have installed SAP ECC 6.0, SAP_APPL EHP3 and activated the business function BF CA_CATS_CPR_CORE. If you are using the Web Dynpro application for time recording, you have installed SAP ECC Enterprise Extension Human Capital Management 6.0 (EA-HR 600) with Enhancement Package (EhP) 3. In addition to the business function BF CA_CATS_CPR_CORE, you have also activated the business function BF CA_CATS_CPR. Note: If you want to activate the business function BF CA_CATS_CPR, the system checks whether SAP_APPL EhP3 has been installed and the business function BF CA_CATS_CPR_CORE is active. 14 March 2013

15 Microsoft Project Integration (Enhanced) As of cprojects 4.50, enhanced functions are available in the Integration with Microsoft(TM) Project (MSP) area: During project planning, the duration and work are exported directly to MSP and are independent there (the same as in cprojects). When importing (and therefore creating) the project, the system chooses the constraint Must start on by default unless you selected the constraint Must finish on. If you did select the Must finish on constraint, the system transfers this constraint. The system takes the constraints for the start and finish dates into account during the export to MSP. If start and finish constraints have been specified in cprojects, the system only transfers the finish constraint. The system does not take the Start no earlier than constraint into account during the export to MSP. Actual start, actual finish, confirmation, and percentage complete are not exported for summary tasks because these values are calculated automatically in MSP. Checklists are exported from cprojects to MSP without duration or constraints. This means that checklists do not influence the time planning in MSP even if the project structure changes. The standard Customizing supplied by SAP has been enhanced. These enhancements apply only to the integration with Microsoft(TM) Project (Client). March

16 Control Plans (Enhanced) As of cprojects 4.50, you can edit the control plan directly from the project again. There are new BAPIs for creating, changing, deleting, and reading control plans. The system supports the direct use of master inspection characteristics from the QM system and you can tailor this to your customer-specific requirements by means of the following enhancement spots: Change Integration of QM Master Inspection Characteristics (CPRO_CP_CHARACTERISTIC) Change Search Helps for Control Plan Characteristics (CPRO_CP_CHARACTERISTIC_UI) 16 March 2013

17 Resource Management (Enhanced) As of cprojects 4.50, the following functions are available in the Resource Management area: The required capacity of a distributed role can be calculated automatically from the assigned tasks. This enables you to determine the effects of changes to the project structure on resource requirements. During staffing, you can select resources directly from the entry field by means of their name (in addition to the business partner number). The availability of the resource is taken into account for default values in staffing and task assignment. This function helps you to avoid a resource being overbooked. You can hide the role list. BAPIs and analysis options are available in the BI system for the new object links for project roles the same as for object links for project elements. You can hide tab pages not required in the Resources area. the BAdI Hide Tab Pages to do this. The standard view of the resource result list only contains the most important columns. The column layout can be changed at any time by a system administrator or user. March

18 Development Package PPM_OBSOLETE (Deleted) For cprojects 4.00, the user interface was converted from BSP to Web Dynpro ABAP (with the exception of 'evaluations' and 'control plans'). The existing BSP code was moved to the package PPM_OBSOLETE. For cprojects 4.50, the package PPM_OBSOLETE and all its subpackages and objects were deleted. The BSP code for the 'evaluations' and 'control plans' was also deleted. The affected BSP pages have been replaced by the corresponding Web Dynpro pages. Effects on Existing Data If you upgrade from an earlier release to cprojects 4.50, all BSP elements in your system will automatically be deleted. Customer enhancements and modifications in BSP elements must be converted to Web Dynpro manually. An automatic or semi-automatic migration of BSP pages to Web Dynpro pages is not possible. Depending on which modifications and enhancements are made in the BSP elements, it may be helpful to carry out the conversion in a separate system (a copy of the development system). 18 March 2013

19 Project Management: Various Enhancements (Enhanced) The various enhancements for project management are available as of the following: SAP Portfolio and Project Management 5.0 SP07 Project and Portfolio Management 4.5 SP12 You have the following functions available: You can control the visibility of the following data in the subview Basic Data of the task details: o Pushbutton Copy Subproject Data You can use the Copy Subproject Data pushbutton to copy data from the subproject to the task. For more information, see Working with Subprojects in SAP Library for SAP Portfolio and Project Management on SAP Help Portal at Note: If the pushbutton is displayed, you need to define the assignment in the method TRANSFER_SUBPROJECT_DATA of BAdI: Check/Change Fields in Project Management. o Severity icon The severity information for the subproject is displayed for the task assigned to the subproject. For more information, see Working with Subprojects in SAP Library for SAP Portfolio and Project Management on SAP Help Portal at For operational projects, you can generate a project number according to your user-defined rules while saving. For more information, see Create Project Definition in SAP Library for SAP Portfolio and Project Management on SAP Help Portal at You can replace users and resources in multiple objects, relevant subobjects, and in role-task assignments. For more information, see Replace r or Resource in SAP Library for SAP Portfolio and Project Management on SAP Help Portal at You can define a phase type, a task type, and a checklist type for a project type in a similar way as for the role type. For more information, see Enter Basic Data for Task and Enter Basic Data for Checklist in SAP Library for SAP Portfolio and Project Management on SAP Help Portal at You can define additional fields for the operational project that are 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 You can control the overwriting of planned dates with actual dates. You define whether the checkbox Copy Actual to Planned is displayed at project header level in the front end. For more information, see Scheduling in SAP Library for SAP Portfolio and Project Management on SAP Help Portal at March

20 Effects on Customizing You define the copying of data from the subproject to the task using the methods GET_SUBPROJECT_DATA and TRANSFER_SUBPROJECT_DATA in Customizing for Collaboration Projects under Global Enhancements to Project Elements -> Business Add-Ins (BAdIs) -> BAdI: Check/Change Fields in cprojects. You define your own rule for determining the project ID using the method GENERATE_PROJECT_ID in Customizing for Collaboration Projects under Global Enhancements to Project Elements -> Business Add-Ins (BAdIs) -> BAdI: Check/Change Fields in cprojects. You define a phase type, task type, and checklist type for the project type in Customizing for Collaboration Projects under Structure -> Define Project Types. You use method ADD_DATA4PROJ_TEMPL to specify which additional fields of the operational project are to be in the project template. To do so, in Customizing for Collaboration Projects, choose the following path: Global Enhancements to Project Elements -> Business Add-Ins (BAdIs) -> BAdI: Check/Change Fields in cprojects. You control the overwriting of planned dates with actual dates using the method BUTTON4MOVE_ELEMENT in Customizing for Collaboration Projects under Structure -> BAdI: Make Settings for Scheduling. 20 March 2013

21 Enhancements for Mirrored Tasks (Enhanced) The enhancements for mirrored tasks are available as of the following: Project and Portfolio Management 4.5 SP13 SAP Portfolio and Project Management 5.0 SP7 You can use these enhancements to transfer additional information from an original task to the mirrored task of the relevant project. For more information, see Working with Mirrored Tasks in SAP Library for SAP Portfolio and Project Management on SAP Help Portal and and SAP Note Effects on Customizing You have the following options for transferring additional data from the original task to the table view of the mirrored task: If you implement the method TRANSFER_ORIG_TASK_DATA of BAdI: Check/Change Fields in cprojects, the system transfers additional data from the original task to the mirrored task of the relevant project. If you implement the method CHANGE_DESCRIPTION_MIRR_TASK of BAdI: Check/Change Fields in cprojects, you can change the description that the system transferred from the original task to the mirrored task. March

22 Usability in Resource Management (Enhanced) The usability enhancements for resource management within projects are available as of Project and Portfolio Management 4.5 SP13 SAP Portfolio and Project Management 5.0 SP08 You have the following options for improving usability: Updating roles according to the tasks assigned to them You can define that this function is started automatically. The automatic update can be used for all roles or for certain roles only, for example, roles of a particular role type or roles that are used in a particular project type. For more information, see SAP Library for Project and Portfolio Management on SAP Help Portal at -> Collaboration Projects -> Project Resource Planning -> Project Roles -> General Definition of Project Role. Immediate running of resources search You can define that the resources search is run immediately if you choose Resources Search in the Resources view of a project. The function is then run with default values and the dialog box for entering search criteria is skipped. For more information, see SAP Library for Project and Portfolio Management on SAP Help Portal at -> Collaboration Projects -> Project Resource Planning -> Resources Search. Effects on Customizing Updating roles according to the tasks assigned to them To activate the automatic update of roles, implement the method AUTOMATIC_UPDATE_ROLE in Customizing for Collaboration Projects under Resource Management -> Business Partner -> BAdI: Performance and Usability in Resource Management. Immediate running of resources search To activate this function, implement the method START_SEARCH_AT_ONCE in Customizing for Collaboration Projects under Resource Management -> Basic Settings for Project Roles -> BAdI: Configure Resource Search. 22 March 2013

23 Filter for Project Elements (Enhanced) The enhancement described here is available as of Project and Portfolio Management 4.5 SP16 SAP Portfolio and Project Management 5.0 SP09 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. Effects on Customizing To activate this enhancement, implement method SET_FILTER_CONTEXT_ROOT in Customizing for Collaboration Projects under Structure -> BAdI: Make Settings for the Structure Tree. See also SAP Library for Project and Portfolio Management on SAP Help Portal at under Collaboration Projects -> Editing Project Structures -> Basic Functions -> Setting the Filter. March

24 Follow-Up Actions After Status Changes in Project Elements (Enhanced) This enhancement is available as of Project and Portfolio Management 4.5 SP16 SAP Portfolio and Project Management 5.0 SP10 When the status of a project element is changed, follow-up actions can be triggered automatically. With this enhancement, you can control these follow-up actions in the following way: You can suppress the execution of actions that are triggered automatically in the standard system. This enables you to prevent, for example, that all subtasks 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 (see BAdI: Events in cprojects Application Objects in Customizing for Collaboration Projects under Global Enhancements to Project Elements -> Business Add-Ins) is not affected by this. Effects on Customizing To suppress the execution of follow-up actions that are defined in the standard system, implement the method CHECK_AUTO_ACTIONS in Customizing for Collaboration Projects under Global Enhancements to Project Elements -> Business Add-Ins (BAdIs) -> BAdI: Check/Change Fields in cprojects. 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 als well as SAP Note March 2013

25 Customizing Structure for Collaboration Projects (Enhanced) Changes have been made to the Customizing structure for Collaboration Projects. To reflect these changes in the Customizing projects, you have to regenerate the Customizing projects. Changes as of Project and Portfolio Management 4.5 SP13: The activity BAdI: Performance and Usability in Resource Management has been added under Resource Management -> Business Partner. Changes as of Project and Portfolio Management 4.5 SP16: The activity BAdI: Make Settings for Structure Tree has been added under Structure. March