Enterprise Portfolio and Project Management in SAP S/4HANA Current Status and Outlook Dr. Mario Franz, SAP SE Customer
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Enterprise Portfolio and Project Management Platform with SAP S/4HANA Portfolio Management R&D, Innovation Project Management Optimize strategic resource & financial management of the innovation process IT Help IT organizations to align activities & resources with business strategy Capital Manage and control enterprise wide, project related investments Commercial Manage customer project lifecycle from opportunity to billing and closure Resource Management Enterprise Portfolio & Project Management 3
Aspects of Digital Transformation Example R&D Projects: Speed of Excecution We are designing more products today than in the last 40 years combined. Allison Transmission Shortening innovation cycles across all industries Collaboration in distributed teams Keep development costs on target Continuous pipeline of innovations 4
Enterprise Portfolio and Project Management Part of the Digital Core Stakeholders Customers Digital Control Finance & Logistics Digital Core S/4HANA Project Team Expert Resources Digital Project Timeline & Deliverables Immediate Enable business users with insights to act in the moment. Integrated Direct Connection to Digital Core ERP Interactive Not only between your departments, but connected to the world. 5
Introduction SAP S/4HANA SAP Ariba The Digital Core Concur SAP Fieldglass Existing Cloud Applications SAP Fiori UX role-based user experience for all devices SAP S/4HANA applications and extensions instant insight-driven applications for all lines of business and industries Internet of Things New Digital Applications SAP Hybris SAP SuccessFactors SAP HANA platform in-memory platform for all data On-premise edition Cloud edition Big Data Cloud Integration On-Premise Extensions An Agile Platform Cloud Extensions New Applications Cloud Platform Technical Services SAP HANA Cloud Platform Cloud Platform Business Services SAP HANA Cloud Integration Cloud Platform Database Services 6
Enterprise Portfolio and Project Management SAP S/4HANA On-Premise Edition 7
SAP Enterprise Portfolio and Project Management Core Building Blocks *) Enterprise Portfolio and Project Management in SAP S/4HANA SAP Fiori UX addressing Portfolio and Project Management related roles SAP Portfolio and Project Management for S/4HANA (Add-On) strategic portfolio planning and operational project execution SAP Commercial Project Management for SAP S/4HANA (Add-On) manage profitability, project financials and changes during execution SAP S/4HANA Project System Project Financial Control Project Logistics Control Roles: Project Manager Project Team Member Project Steering Committee Member Project Portfolio Manager Project Resource Manager Program Manager Commercial Project Manager Project Financial Controller Project Logistics Controller SAP HANA platform in-memory platform for all data *) Additional Add-Ons, such as SAP Enterprise Project Connection 3.0 available 8
Project System in SAP S/4HANA Overview Project System in SAP S/4HANA On-Premise Edition SAP Fiori UX addressing Project Financial Controller and Project Logistics Controller role Project Financial Control Project Logistics Control Core Functionalities Simplifications Compatibility Pack (Functions no longer supported compared to SAP ERP) SAP HANA platform in-memory platform for all data Enablement of smooth conversion for existing Project System (PS) customers from SAP Business Suite to SAP S/4HANA On-Premise Edition Benefit from SAP HANA accelerations and simplifications/optimizations in Financial and Logistics applications, DIMP functionality and continous improvements delivered via Customer Connection program Foundation for future simplifications and optimizations in PS with regard to user experience and functionality Enablement of WBS Elements in SAP Fieldglass as accounting objects Reduced complexity by deprecation of long tail capabilities and Simplification List for SAP S/4HANA 1610 9
Project System in SAP S/4HANA User Experience SAP Fiori Launchpad Content SAP Fiori Apps for Project System Change WBS Element Status Change Network Activity Status Confirm Project Milestone Confirm Network Activity Object List Reports and Object Pages for - Project Defintion - WBS Elements - Networks - Activities - Milestones - Material Components Schedule Project Version Creation SAP Fiori theme for classical transactions WebDynpro Apps for Financial Reporting DEMO 10
SAP Fiori Apps for Project System Outlook Planned SAP Fiori Apps for SAP S/4HANA 1709 New Project Cost Report app for financial project reporting (WBS Elements only) based on CDS views planned for SAP S/4HANA 1709 Future Direction Enablement of additional SAP Fiori Apps and Overview Pages for Project System following the Enterprise Portfolio and Project Management cloud strategy Project Cost Report Plan/Actual 11
Commercial Project Management in SAP S/4HANA Overview Commercial Project Management in SAP S/4HANA SAP Fiori UX addressing Commercial Project Management related roles SAP Commercial Project Management for SAP S/4HANA (Add-On) manage profitability, project financials and changes during execution SAP S/4HANA Project System (Optional) Project Financial Control Project Logistics Control SAP HANA platform in-memory platform for all data SAP CPM 1.0 for SAP S/4HANA functionally nearly identical to CPM 2.0, covering: Project Workspace Project Cost and Revenue Planning Project Issue and Change Management Innovations in CPM 2.0: SAP Fiori user experience Simplified financial planning approach Embedded analytics based on CDS technology Various functional enhancements and performance improvements 12
Commercial Project Management in SAP S/4HANA SAP Commercial Project Management 2.0 for SAP S/4HANA Highlights SAP Fiori user experience Fiori launchpad Multiproject Overview Single Project Overview Fiori themed UI for existing CPM WebDynpro applications (workspace, create master project etc.) Embedded Search Simpler approach to financial planning based on HANA architecture Embedded analytics based on CDS technology Support in-month as well as month-end forecasting Schedule forecast calculations in the background Watch-list function within cost status report 13
Commercial Project Management in SAP S/4HANA Outlook Planned SAP Fiori Apps Procurement Overview Billing and Receivables Overview Project Activities (Future Direction) Forecasting enhancements Revenue forecasting Forecast method configuration Resource type customizing for forecasting details 14
Portfolio and Project Management in SAP S/4HANA Overview Portfolio and Project Management in SAP S/4HANA SAP Fiori UX addressing Portfolio and Project Management related roles SAP Portfolio and Project Management for S/4HANA *) (Add-On) strategic portfolio planning and operational project execution SAP S/4HANA Project System (Optional) Project Financial Control Project Logistics Control SAP HANA platform in-memory platform for all data Next generation of Portfolio and Project Management for SAP S/4HANA New SAP Fiori Apps as entry points for the project manager and project team members New data model and simplified authorization concept for project management Initial set of SAP Core Data Services (CDS) to simplify reporting on project management information Reduced complexity by deprecation of long tail capabilities and Simplification List for SAP S/4HANA 1610 Foundation for future simplifications and optimizations with regard to user experience and functionality *) SAP Portfolio and Project Management 1.0 for SAP S/4HANA is general available as of March 2017 15
Portfolio and Project Management in SAP S/4HANA User Experience 1/3 New SAP Fiori Apps as entry points for the project manager Overview app My Projects showing planned, active, critical, last used projects, upcoming milestones and projects as a substitute Various list reports for my projects providing contextual navigation for editing or viewing project plans New SAP Fiori Apps for project team members as entry points to assigned tasks and checklist items List report for assigned tasks providing contextual navigation for viewing and confirming project tasks List report for assigned checklist items providing contextual navigation for viewing and editing checklist items Organize your work by own filters and based on information like for example planned finish dates, if a task is ready to start or even critical New SAP Fiori apps to display project task and checklist item details Refined SAP Fiori app to confirm project tasks Maintain the progress for a task or confirm it s completion View and upload documents and notes 16
Portfolio and Project Management in SAP S/4HANA User Experience 2/3 New SAP Fiori app to monitor project progress Graphical chart (Gantt) and table to display a project App highlights alerts based on your business rules and navigates you automatically to causing project element Contextual navigation for editing or viewing projects Enable to analyze the critical path Provides a legend and seamless zooming Based on a SAP UI5 Gantt Chart DEMO https://www.youtube.com/watch?v=91gv-glhreg 17
Portfolio and Project Management in SAP S/4HANA User Experience 3/3 Additional innovations SAP Web Dynpro based user interfaces integrated into SAP Fiori Launchpad to enable first end-to-end processes SAP Fiori theme and core concepts adapted by SAP Web Dynpro based user interface to enable one look & feel independent from the underlying technology Adaption of the SAP Web Dynpro Client Table (ctable) by the SAP Web Dynpro ALV based tables, to e.g. enable clientside vertical and horizontal scrolling 18
Portfolio and Project Management in SAP S/4HANA Simplification: Authorization Concept & Other Simplifications Simplified authorization concept for project management Authorization concept simplified based on insights of customer usage, e.g.: no priority between authorization holder types anymore (user, user group, PFCG Role) "NoAuth" activity not supported anymore no separate authorizations for corresponding versions super users defined by specific roles Additional simplifications clean up of global settings, e.g. activation of innovations from Customer Connection some rarely used, outdated or not strategic functionalities are not available anymore (e.g. cfolder, control plans, SAP NetWeaver Portal Integration.) 19
Portfolio and Project Management in SAP S/4HANA Reporting: Core Data Services for Project Management Initial set of SAP Core Data Services (CDS) to simplify reporting on project management information based on a new data model which reduces the historical grown complexity and enables an improved performance enables a real-time reporting based on transactional data self-explanatory view and field names to simplify creation of customer reports (the new data model is planned to be delivered step-wise and exists in parallel to the existing database table for the time being; the initial set contains views for example for the project header, project hierarchy, tasks and responsibilities) 20
Enterprise Portfolio and Project Management SAP S/4HANA Cloud 21
SAP S/4HANA Cloud SaaS ERP covering the core processes to run a company Enterprise-Wide Scope for Core Business Processes Accounting Sales and distribution Controlling Logistics execution Materials management Plant maintenance Production planning and control Project control Native Integration SAP Ariba SAP SuccessFactors SAP hybris Marketing SAP JAM SAP Cloud for Customer 22
SAP S/4HANA Professional Services Cloud Reimagined Professional Services and Accounting Easy project definition and maintenance Cost, Revenue & Margin calculation on different project levels Text based staffing search across the organization. Native integration to SuccessFactors Employee Central Easy time entry for all project members on work package and work item level Project related expense recording Drive project collaboration with SAP JAM Cross project & client reporting for fast decision making Flexible drilldown to all project related analytics and KPI s SAP S/4HANA, cloud professional services edition* Project Based Services Set-up project details Intercompany support Revenue, cost and effort planning Project staffing Plan/Actual, WIP, PoC, A/R Accounting and financial close Accounts Receivable Asset Accounting Period-End Closing professional services Time recording Project collaboration Project review and status management Monitor Projects Project and customer profitability Core Finance Billing and Invoicing Billing & invoicing process for Time and Expenses Fixed price Periodic services Single customer invoice Automated IC process Profitability & Cost Analysis Revenue and cost accounting Overhead Cost Accounting Actual Cash management Localizations for 10+ countries Streamlined Procure to Pay Material and Services Account payables and invoicing Manage billing request proposals Postpone, write off, invoice Single customer invoice, all details Automated intercompany (IC) process with transfer prices S/4HANA Finance core functions One source of the truth for finance and operational data Real-time insight into finance and managerial accounting data Predefined COA, processes and business content available Streamlined Procure to Pay Invoice to pay Native integration to the Ariba Network Only 31% of services companies have the ability to easily identify, reserve, and deploy the right resources for the right projects SAP Performance Benchmarking * The solution will be extended on a quarterly basis based upon customer request and industry needs 23
SAP S/4HANA Professional Services Cloud Project Based Services The Project Services business scenario manages the complete end-to-end process of selling and performing project-based services to customers. Plan, maintain and deliver projects with an intuitive user experience Seamless workforce integration to optimize project staffing Service procurement, consumption materials procurement, and procurement for third-party order processing Billing proposal and invoicing to streamline the accounts receivable process E2E core finance and project accounting to deliver client value profitably 24
SAP S/4HANA Enterprise Management Cloud Enterprise Portfolio and Project Management Enterprise Portfolio and Project Management in SAP S/4HANA Enterprise Management Cloud* Project prioritization and selection Approval processes Project Review in Steering Committee Meetings* Portfolio Planning and Monitoring** Cross project budgeting Project portfolio monitoring Project Planning and Execution* One aggregated view on all projects Select projects with the highest added value, balance the overall portfolio and align it with the overall strategy Distribute budgets & capacities accordingly Change and risk management Set up project structures for hierarchical project accounting Plan, track and monitor financial aspects of projects Enable project elements as accounting objects e.g. in SAP Fieldgalss or SAP Ariba Access to project financials, status and milestones for project managers Management of project reviews Project Financial Control Set-up of project structures Capturing planned project costs Monitor project costs during project execution Project progress tracking and status reporting Simplified task planning and distribution Project Logistics Control** Detailed planning of materials and capacities Control and monitor procurement One company-wide repository for internal projects (for example IT- or R&D-projects) Enable needed standardization of planning and execution for internal projects Execute projects embedded in core enterprise processes Employee Time Recording using My Timesheet App Employee requisitioning activities Calculate Overheads* Time Recording* Requisitioning Period End Closing Projects Generate settlement rules Execute the settlement to responsible cost center Plan, control and monitor projectrelated procurement * The solution will be extended on a quarterly basis based upon customer request ** Planned *** Future direction 25
SAP S/4HANA Enterprise Management Cloud Project Financial Control in SAP S/4HANA Cloud 1702 Set-up of project structures for hierarchical project accounting Maintenance of hierarchical Work Breakdown Structures Management of statuses Maintenance of settlement rules Capturing planned project costs Import of planned or baseline costs Project execution Account assignment of documents in financials and procurement to capture actual costs Project period-end closing Generate settlement rules to responsible cost centers Settle project costs Monitor project financials Analyze plan and actual costs 26
SAP S/4HANA Enterprise Management Cloud Planned Innovations for Enterprise Portfolio and Project Management Project Cost Reporting Comparison of planned, baseline and actual costs Drill down to cost line items including graphical display and filtering Project Brief New SAP Fiori App to enable project managers to directly access financial project information and enhance project data for steering committee meetings Overview Page for Project Managers Monitor & access all information for projects of a Project Manager, e.g. costs, milestones, status SAP Fiori CoPilot for project collaboration Simplification of data model by combining project system and project management capabilities 27
SAP S/4HANA Enterprise Management Cloud Planned Innovations for Enterprise Portfolio and Project Management Overview pages for stakeholders and PMO members one central internal project repository for all project stakeholders Multi-Project Gantt for cross project milestone analysis Project Brief Enhancements Simple resource assignment in Project Brief app Drill down to project related content and activities Milestone approval process New SAP Fiori app for project creation and planning Predictive analytics and machine learning 28
Enterprise Portfolio and Project Management Timelines and Initiatives 29
Enterprise Portfolio and Project Management Planned Timeline* SAP S/4HANA Enterprise Cloud 1705 1708 1711 1802 1805 1808 SAP S/4HANA OnPremise 1709 1809 SAP Port. and Proj. Mngt. for SAP S/4HANA SAP Commercial Proj. Mngt. for SAP S/4HANA SAP Business Suite SAP Port. and Proj. Mngt. 6.1 SP 08 SAP CPM 2.0 FP03 * This is the current state of planning and may be changed by SAP at any time. 30
Enterprise Portfolio and Project Management Customer Influence SAP S/4HANA 1705 1708 1711 1802 1805 1808 1709 1809 Customer Engagement Initiatives Project Financial Control: mario.franz@sap.com Project Management: sven.lieseck@sap.com PPM & CPM in SAP S/4HANA: martin.effenberger@sap.com Customer Engagement Initiative Professional Services Cloud influence.sap.com, start in Q2/2017 Simplified Project Reporting Simplified Project Management and Steering influence.sap.com, start in Q3/2017 SAP Business Suite CC Projekte Customer Connection (CC) 3 Wave 2 for SAP Port. and Proj. Mngt 6.1 31
Project Networks in Connected Products Embedded Systems Integrate mechanics, electronics, and software into Smart Connected Products. Enable requirements-driven Systems Engineering Link engineering master with digital twin completing the extended supply chain Project and Design Collaboration Provide virtual collaboration on engineering documents and 3D designs Plan and execute collaborative tasks across company boundaries Connect IoT, Digital Core, and Business Networks creating seamless value chain 32
Thank you Dr. Mario Franz Product Manager SAP S/4HANA Idea LOB R&D / Engineering Enterprise Portfolio and Project Management Products & Innovation mario.franz@sap.com
Appendix 2016 SAP SE or an SAP affiliate company. All rights reserved. 34
SAP Enterprise Project Connection 3.0 What s New? Audit Logging Flow Orchestration SAP Enterprise Project Connection Transform Business Rules Based on SAP NetWeaver 7.5 (Support to Java 8) Support to Oracle Primavera 15.x release (7.3 to 15.2 and up) Support to Microsoft Project Server 2010, 2013 (Same as EPC 2.0) Support for SAP ERP as well as S/4HANA On Premise Sample Integration Solution(SIS) (New) SAP PPM Integration with Oracle Primavera (New) SAP PPM Integration with Microsoft Project Server Enhancements in current SIS for SAP PS and SAP PM Integration with Oracle Primavera and Microsoft Project Server Performance Improvements EPC Configuration enhancements EPC Engine workflow improvements Adaptor improvements Supports integration with multiple SAP ERP, Oracle Primavera and Microsoft Project server systems SAP EPC 2016 SAP SE or an SAP affiliate 2012 SAP company. AG. All rights All reserved. rights reserved. 35 Customer 35
SAP S/4HANA Cloud Modular Approach SAP Integrated Business Planning SAP BusinessObjects Cloud for Analytics SAP Predictive Maintenance and Service SAP Hybris Revenue Cloud SAP Business One Cloud SAP Asset Intelligence Network 36