Integration of Microsoft Project 2003 Enterprise Project by wxz21301

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									Integration of Microsoft Project 2003 Enterprise Project Management in SAP Enterprise
Resource Planning processes
Stavros Georgantzis, The Project Group,
HansJuergen Schellewald, Microsoft Deutschland GmbH
Agenda

   Enterprise Project Management
   Microsoft Project as an EPM system
   Integration possibilities with Microsoft Project as
    the leading PM system
      Example 1 (Engineering)

      Example 2 (Houshold appliances)

      Example 3 (Automotive)
        Enterprise Project Management (EPM)
Value based
Management                                                                  Real-time Executive
                Alignment                                                     Decision Support
                with Business
Portfolio       Objectives
                                    Corporate
                                     Strategy
Management

                                                                      Investment, Resource and
                                                                         Prioritization Decisions
Enterprise      Integrated      Programs, Initiatives
Resource        Delivery
                Framework
Management                                                               Integrated Portfolio of
                                                                             Managed Projects



Collaboration                                                            Consistent, Repeatable
and Project                          Projects                                   Project Delivery
Management


                 Tools, Technology, Training and Knowledge Transfer
  Solution Offerings
            “Whole Solution”

                                       Customer
  Core       Baseline     Industry   Customization
Products    Application Customization   Training
                                        Support


Microsoft                      Partners
Microsoft Project as an Enterprise Project
Management solution
Microsoft Project 2002/2003 vs. Project 2000

   Project 2000:
      Desktop based solution

      Central project communication (Project Central)

   Microsoft Project Professional and Microsoft
    Project Server 2002/2003
      Central project store

      Role based concept

      Central resource management

      Project and web interface
    Microsoft Project 2002/2003 Components
Project 2002   Project 2002/2003     Project 2002/2003
  Standard         Professional          Web Access



               Communication           Enterprise
                  features             features
               Project 2002/2003 Server
                  Microsoft SQL Server
               Internet Information Server
Microsoft Project goes Enterprise
   Microsoft Project Enterprise features:
       Addresses the needs of all participants and stakeholders
       Central resource and capacity planning
       Time Tracking
       Central reporting
       Document management
       ...
   But...
       Integration of project data with company controlling?
       Integration of project workflows with company
        processes?
SAP integration possibilities

   SAP or Microsoft Project as the leading PM
    system?
   Which data are controlled on which system?
   Automatic or manual synchronization?
   Who is working on which system (roles based
    concept)
PSLink Enterprise: Server–based data exchange




                               Project
                               Server
Project                     • Central Project data store
                            • Holds SAP Difference
Client                        Analysis Tables
                            • Holds Defaults/Standards
                            • Difference analysis
                            • Locking mechanism
•   Business Rules
                            • Consistency check
•   Status Administration
•   SAP selection lists
•
•
    Controlling data
    SAP-Budget data
                                                           SAP
PSLink Enterprise: Client-based data exchange




                                     Project
                                     Server
                              • Central Project data store
Project                       • Hosts SAP Difference-
                                Analysis-Tables
Client                        • Hosts Defaults/Standards

•   Business Rules
•   Status admin             Download Project from SAP
•   SAP selection lists
•   Controlling data      Create new Structure / Project in SAP
•   SAP-Budget data
•   Difference analysis
                                   Synchronization                SAP
•   Locking mechanism
•   Consistency check
Example 1: (Engineering and Production of
Manufacturing Automation Systems)
   Create project in Microsoft Project based on SD Offer
   Synchronize with SD
   Upload project to SAP PS (new SAP project creation) after
    customer order
   Project execution
      Task creation and planning of schedule and work in
       Microsoft Project
      Cost Planning and task tracking in SAP

   Automatic over night synchronization with SAP PS and SD
Sales Process                        SAP            MS Project
                                SD    PS   CATS      Client     Server




 New Offer   Customer     Planning      Time and    Reporting
 Project     Order        tasks         Work
                                        Tracking




   Automatically create new project in Microsoft Project
    based on SAP SD offer data
   Plan out offer in Microsoft Project
Customer Order                      SAP          MS Project
                               SD   PS   CATS     Client      Server




 New Offer   Customer    Planning     Time and    Reporting
 Project     Order       tasks        Work
                                      Tracking




   Automatically create new project in SAP PS (from
    Microsoft Project via PSLink)
Planning Tasks                     SAP         MS Project
                              SD   PS   CATS   Client      Server




 New Offer   Customer   Planning    Time and   Reporting
 Project     Order      tasks       Work
                                    Tracking




   Over night synchronization:
     Changed Order data from SD
     Costs from PS
     Schedule and work changes to SAP
Tracking                           SAP         MS Project
                              SD   PS   CATS   Client      Server




 New Offer   Customer   Planning    Time and   Reporting
 Project     Order      tasks       Work
                                    Tracking




   Over night synchronization:
     Actuals dates and work from SAP
Reporting                             SAP           MS Project
                                 SD    PS   CATS    Client      Server




 New Offer   Customer      Planning      Time and   Reporting
 Project     Order         tasks         Work
                                         Tracking




   Multiproject reports in Microsoft Project
   Special PSLink reports
   Controlling reports in SAP
Example 2: (Engineering and production of
Household Appliances)
   Create Project in SAP PS
   Download to Microsoft Project Server as the leading planning
    system
   Negotiate dates and work with department leaders
   Project Execution
      Task planning/scheduling in Microsoft Project (project leader)

      Detailed planning in Microsoft Project (department leader)

      Tracking in SAP

   Create reports in Microsoft Project Profesional / Server, SAP and
    Lotus Notes
Project Creation                        SAP         MS Project
                                       PS   CATS     Client   Server



                                  Dep.
        Project      Project      Leader      Reporting
        Creation –   planning /   order
        basic data   synchron.    process




     Create new Project (based on template) in SAP PS
     Edit basic data and delete not needed elements
Project Planning                           SAP     MS Project
                                      PS    CATS    Client   Server



                                 Dep.
       Project      Project      Leader      Reporting
       Creation –   planning /   order
       basic data   synchron.    process




     Download SAP Project into Microsoft Project Server
     Synchronize changes with SAP
Department Leader                          SAP          MS Project
negotiation process                      PS      CATS    Client   Server



                                   Dep.
         Project      Project      Leader         Reporting
         Creation –   planning /   negotiation
         basic data   synchron.    process




       Dates and Work request to dep. leader
       Dates and Work offer to project leader
       Simulations and negotiation process
       Agreement
Reporting                                SAP          MS Project
                                       PS      CATS    Client   Server



                                 Dep.
       Project      Project      Leader         Reporting
       Creation –   planning /   negotiation
       basic data   synchron.    process




    Synchronize Microsoft Project with SAP to get reports
     in both systems
                           Project plan in SAP
Architecture

  PMO /
Controlling                                      Analysis

                                                                    Status
                                                                   Reports



                 PSLink
                          SAP PS                 Web Access
                          MS Project
                          Projektplan

Project Leader
                                                            Lotus Notes
              TeamLink

                          MS Project
                          Linienplan
Dep. Leader
Example 3 (Automotive industries)

   Central synchronization of site SAP systems
   Microsoft Project is the central planning and
    tracking tool
   SAP and SAP BW are the tools for controlling and
    central reporting
Central synchronization of distributed SAP
systems
   New Projects are created in SAP Master system
   Automatic Creation of new Projects in Microsoft
    Project Server
   Synchronization of all related Site SAP systems
    based on resources assignments
  Site systems
                                                            Create new projects
  synchronization
                                                                                                  Master SAP
                                                                                                  System
Microsoft Project                   Microsoft Project Server
  Professional
                                                                                     Synch resources (Admin)
 MST1                 Synch
 MST2                              Project and PSLink database
 WBS1                 Flag
                                           WBS
 WBS2                                      Milestones
 Task1                                                               SAP IDs
                                           Work (plan & actual)
 Task2                                                               Status
                                           Costs




                                                                                     Extensions
                                                                                                   SAP HR 1   SAP HR 2   SAP HR n
              Create & Synch based on assignments




                                   …                                                                   SAP BW
                                                                                                       Reporting
         SAP PS 1    SAP PS 2             SAP PS n
                                                      WBS, Milestones, Costs, Work
Q&A

								
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