Integration of Microsoft Project with SAP using PSLink 3'0 controlling edition PSLink The Worlds Lea

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Integration of Microsoft Project with SAP using
PSLink 3.0 controlling editionPSLink The
Worlds Leading Integration Product
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Topics

• About TPG The Project Group
• Some business backgrounds
• PSLink CE vs. PSLink SE
• Use cases covered by PSLink CE
• Synchronization
• Architecture overview
• GUI overview
• Security
• Logging

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About TPG The Project Group

• Based in Unterhaching near Munich
• Business focus Project Management and Project
  Management Software
• Services
• Consulting and Training
• Software Development
• Software Implementation
• Software focus Microsoft Project, MSP AddOns and
  SAP integration

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Business backgrounds
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Integration needs of Enterprise Projects und Core
Processes
Enterprise role
Projects Microsoft EPM Technology
Upper Management
Critical milestones, project success
PMO, departments
Portfolios, milestones, budgets, centralized
resource planning, risks, problems, change
management etc.
Project managers, teams
Operational project management, supervision
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Important Questions to Ask Upfront (1/3)
Project Server
Which data should be exchanged?
???? Resources, schedules, work, costs, budgets,
actuals, material, long text ????
SAP
Project Client
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Important Questions to Ask Upfront (2/3)

• Role-based data exchange
• Who is planning with what tool?
• Who needs which data?
• Who has to supply which data?
• Who has access to which data?
• Process-based data exchange
• How does a sale become a project?
• Where are projects created first?
• Which data should be synchronized during
  transitions between phases?
• What rules have to be considered?

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Important Questions to Ask Upfront (3/3)

• Which is the lead system, SAP or Microsoft
  Project?
• Which data are managed in which system?
• Is synchronization performed automatically or
  manually?
• Who is working on which system (roles based
  concept)?

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Integrating with PSLink The Worlds Leading
Integration

• Flexible process configuration
• Flexible role and rights configuration
• Based on Microsoft Project user management
• Bidirectional synchronization
• Leading system on field level
• Manual and automatic (scheduled) synchronization

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PSLink Standard Edition (SE)vs. PSLink
Controlling Edition (CE)
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PSLink Standard edition (SE) vs. PSLink
Controlling edition (CE)

• PSLink SE
• Solution platform
• Limited configuration
• Needs more or less custom development
• Requires SAP PS
• Supports all PS objects (incl. all network
  elements)
• Updates transactional data through network
  activities (internal, cost activities etc.)
• By default only actual work import on activity
  level
• By default only client triggered

• PSLink CE
• Out-of-the-box product
• Comprehensive configuration
• No development needed all is done with
  configuration
• Can be used without PS (e.g. with CO internal
  orders)
• Supports only WBS elements and WBS milestones
• Updates transactional data through activity and
  primary cost input on WBSE or orders
• Read and post actual work to allocation documents
  or CATS
• Client and server triggered (scheduled jobs on
  server)

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Use cases covered by PSLink CE
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Keep Project outline independent from SAP
hierarchy

• SAP WBS is called the CBS cost breakdown
  structure
• Option 1 Map SAP WBS to high level tasks
• Configure to keep first e.g. 3 levels in synch
  with SAP
• Define levels beneath with no restriction
• Option 2 Map SAP WBS to outline code field
• Keep local outline code field in synch with SAP
  WBS
• Built MSP tasks outline with no restriction
• Assign SAP WBS to any task wherever needed
  through outline code field.

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Fulfill all PM work in MSP and feed SAP with
accounting data

• Perform all detail schedules and plans in MSP
• Update SAP WBS with schedules from MSP
• Update work and costs through activity / primary
  costs input
• Summarize data to controlling parameters
• E.g. WBS-Element/Cost-Center/Activity-Type/FY-Peri
  od
• Feed SAP controlling versions with this data for
  each fiscal year

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Report actuals form MSP to SAP

• Summarize actual work data to controlling
  parameters
• E.g. WBS-Element/Cost-Center/Activity-Type/Person
  al-No/date
• Update SAP through
• Activity input (just feed CO-version 0)
• Post activity allocation documents
• Create and update CATS records

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PSLink Functions (1/2)

• Master Data (uni-directional)
• HR / staff / cost centers / activity types
• Creation, update, and deletion of enterprise
  resources based on SAP HR Resources, staff, or
  cost centers / types of activity
• Construction of RBS in the enterprise resource
  pool based on SAP
• Update of hourly rates for each fiscal year

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PSLink Functions (2/2)

• Variable data (bi-directional)
• Keeps Microsoft Project synchronized with SAP PS
• Set-up of new projects, SAP ? MSP or MSP ? SAP
• Creation and update of project objects in both
  directions
• Definition of object and data mapping
• Synchronization mechanism (differential analysis,
  definition of leading system based on data)
• SAP validity check
• Locking mechanism and consistency check

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PSLink Technology

• Server-to-server or client-to-server
  communication
• Middleware
• COM add-ins for client functionality
• Mainly direct function calls (RFC/BAPI)

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PSLink 3.0 SE The Standard Edition

• PSLink 3.0 SE This solution comprises a
  detailed, rule-based integration between
  Microsoft Project and SAP, and can be tailored to
  the requirements of individual customers using
  its configuration parameters and additional
  programming.
• It fulfills all the prerequisites of common
  project management tasks, such as deadline and
  resource planning and SAP-related tasks like the
  initial cost planning carried out in Microsoft
  Project.
• PSLink 3.0 SE supports all objects in SAPs
  project management module, including WBS
  elements, networks, and network activities. It
  ensures that the data is always synchronized and
  up-to-date on both sides.

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PSLink Standard Edition (SE) Data Exchange
Server based Synchronisation
SAP defaults and selection lists
Open, Save, Publish
Microsoft Project Server PSLink SE Server
Extensions
Synchronisation
Microsoft Project Professional PSLink SE
SAP Server
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PSLink 3.0 CE The Controlling Edition

• PSLink 3.0 CE In this solution SAP acts as a
  back-end system for financial controlling
  activities, while project management tasks are
  executed solely with Microsoft Project.
• PSLink 3.0 CE supports both WBS elements and WBS
  milestones. WBS structures are synchronized using
  the Microsoft Project outline or with an outline
  code definition.
• For accounting purposes staff costs might be
  summarized by WBS element, cost center, and
  activity type per month and business year. In
  contrast to the Standard Edition, PSLink 3.0 CE
  is suited to specific types of application and
  includes comprehensive configuration options.

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PSLink 3.0 CE The Controlling Edition

• SAP acts as a back-end system for financial
  controlling activities
• Project management tasks are executed solely with
  Microsoft Project.
• Supports WBS elements and WBS milestones
• WBS structures are synchronized using MSP outline
  or an outline code definition.
• Suited to specific types of application,
• Staff costs might be summarized by WBS element,
  cost center, and activity type per month and
  business year.
• Comprehensive configuration options.

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Bsic Data Synchronisation

• PS Objects
• Project definition
• WBS elements
• WBS milestones
• Bi-directional (MSP ? SAP and SAP ? MSP)
• Flexible Field Mapping
• Leading system on the field level
• SAP PSP Mapping
• Mapping SAP WBS with MSP breakdown structure
• Mapping SAP WBS with MSP outline code field

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Transaction Data

• Update Work, Cost and Actuals
• MSP ? SAP
• Aggregation
• According to PS/CO parameters
• E.g. Work on WBS element/cost center/activity
  type by fiscal year periods
• Upload of Planning Data
• by activity input/ primary costs (? CJ40)
• Freely configurable fiscal year periods
• Upload of Actuals
• activity input (CO-Version 0)
• Creation and update of CATS data

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Sync. Transaction Data Aggregation
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Sync. Report Data SAP ? MSP

• Import of budgets, costs and actuals
• SAP ? MSP
• Display on WBS or project level

Data from SAP are loaded on WBS or PD level
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PSLink Controlling Edition (CE) Data Exchange
Microsoft Project Server
Open, Save, Publish
Data Aggregation
PSLink Commands
Synchronization
Microsoft Project Professional PSLink SE
Client Components
SAP Server
PSLink Server
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Customer Example (Product development)

• Project creation in SAP PS
• Download to Microsoft Project Server as the
  leading planning system
• Negotiations on schedules and work between
  project leaders and department managers
• Project execution
• Task schedule planning in Microsoft Project
  (project manager)
• Detailed planning in Microsoft Project (dept.
  manager)
• Tracking procedures in SAP
• Creation of reports in Microsoft Project
  Professional / Server, SAP, and Lotus Notes

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Project Creation
MS Project
SAP
Client
Server
CATS
PS
Project creation (basic data)
Dept. manager order process
Project planning/ synchron.
Reporting
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Project Planning
SAP
MS Project
CATS
Server
PS
Client
Project creation (basic data)
Dept. manager order process
Project planning/ synchron.
Reporting
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Agreement Process
MS Project
SAP
Server
PS
CATS
Client
Project creation (basic data)
Dept. manager order process
Project planning/ synchron.
Reporting
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Reporting
SAP
MS Project
CATS
Server
Client
PS
Project creation (basic data)
Dept. manager order process
Project planning/ synchron.
Reporting
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Architecture
Project plan in SAP
PMO / Controlling
Analysis
Status Reports
SAP PS
Web Access
MS Project
Project Leader
Lotus Notes
Dep. Leader
MS Project
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Other Helpful Products by TPG TeamLink

• Clear Communication within Projects
• TeamLink facilitates communication using
  asynchronous agreement processes for work,
  resources, and schedules. Project managers,
  department managers, and external participants
  use these processes to agree activities down to
  the level of each individual task, even spanning
  multiple projects.
• In addition, project participants can simulate
  the effects of suggested changes. The TeamLink
  add-in product is fully integrated into Microsoft
  Project, giving clarity to the project and
  everyone involved in it. This product is unique
  in the world.
• www.theprojectgroup.com/E/teamlink

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Other Helpful Products by TPG ResourceLink

• Easy Importing from Different Source Systems
• ResourceLink enables customers to import data
  into the Microsoft Project Server 2003 Resource
  Pool from any combination of sources, e.g.
  Navision, SAP, Active Directory, SQL Server,
  LDAP.
• The prerequisite for deploying ResourceLink is a
  source system that can export the resources in
  XML. If the source system cannot supply this
  format, a conversion tool using XSL is available.
  
• ResourceLink is unique because it imports any
  Enterprise Resource field, it supports a large
  number of the Microsoft Project Server resource
  properties, its rules can be flexibly configured,
  it supports a large number of Project Server
  resource properties, customers can choose the
  principal system for each resource property,
  imports can be scheduled and it has a high
  performance.
• www.theprojectgroup.com/E/resourcelink

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About The Project Group

• The Project Group your project experts.
  (based in Munich, Germany) provides packaged as
  well as customized software products and Systems
  Integration (SI) consulting services that extend
  Microsofts out-of-the-box solution for
  Enterprise Project Management (EPM).
• TPG's management alone have over 50 man-years of
  experience with Microsoft Project since 1989 when
  the first Beta Version appeared on the market.

The Project Group GmbH is a German-based
company and is not related to the similarly-named
The Project Group based in Houston, Texas.
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The Project Group Main Customer List

• Audi (EPM consulting and training)
• ATLAS Electronics (PSLink, EPM consulting and
  training)
• BearingPoint (EPM consulting and training)
• Bosch Siemens Household Appliances (EPM
  consulting and training)
• City of Cologne Urban Transport (PSLink)
• Cognis Specialist Chemicals (EPM consulting and
  training)
• DaimlerChrysler (EPM consulting and training)
• Deutsche Lufthansa (EPM consulting and training)
• Felsomat Industrial Automation (PSLink, EPM
  consulting and training)
• Gmünder Ersatzkasse (project consulting and
  training)
• GE CompuNet (PSLink)
• Irish Rail (EPM consulting and training, PSLink)
• Israeli Aircraft Industries (EPM consulting and
  training, PSLink)
• Keiper Recaro Car Seats (EPM consulting and
  training, PSLink)
• MAN BW Diesel (EPM consulting and training,
  PSLink)
• Microsoft (EPM consulting and training, Microsoft
  Project ERP Connector solution starter)
• Miele Household Appliances (PSLink, TeamLink, EPM
  consulting and training)
• Munich Airport Construction Company (BIS, project
  consulting and training)
• Roche Diagnostics (EPM consulting and training)

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The Project Group GmbH Neherstraße 9 81675
München Germany
Fon 49 (89) 61 55 93 - 30 Fax [phone]
93 - 40 info_at_TheProjectGroup.de www.TheProjectGrou
p.de