Integration of Microsoft Project 2003 Enterprise Project Management in SAP Enterprise Resource Plann

1
Integration of Microsoft Project 2003 Enterprise
Project Management in SAP Enterprise Resource
Planning processes

• Stavros Georgantzis, The Project Group,
  HansJuergen Schellewald, Microsoft Deutschland
  GmbH

2
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)

3
Enterprise Project Management (EPM)
4
Solution Offerings
Whole Solution
CoreProducts
Baseline Application
Industry Customization
Customer Customization Training Support
5
Microsoft Project as an Enterprise Project
Management solution
6
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

7
Microsoft Project 2002/2003 Components
Project 2002/2003 Professional
Project 2002 Standard
Project 2002/2003 Web Access
Project 2002/2003 Server
Communication features
Enterprise features
Microsoft SQL Server Internet Information Server
8
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?

9
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)

10
PSLink Enterprise Serverbased data exchange

• Central Project data store
• Holds SAP Difference Analysis Tables
• Holds Defaults/Standards
• Difference analysis
• Locking mechanism
• Consistency check

• Business Rules
• Status Administration
• SAP selection lists
• Controlling data
• SAP-Budget data

11
PSLink Enterprise Client-based data exchange

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

• Business Rules
• Status admin
• SAP selection lists
• Controlling data
• SAP-Budget data
• Difference analysis
• Locking mechanism
• Consistency check

12
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

13
Sales Process
SAP
MS Project
SD
PS
CATS
Client
Server
Planning tasks
New Offer Project
Customer Order
Time and Work Tracking
Reporting
14
Customer Order
SAP
MS Project
SD
PS
CATS
Client
Server
Planning tasks
New Offer Project
Customer Order
Time and Work Tracking
Reporting
15
Planning Tasks
SAP
MS Project
SD
PS
CATS
Client
Server
Planning tasks
New Offer Project
Customer Order
Time and Work Tracking
Reporting
16
Tracking
SAP
MS Project
SD
PS
CATS
Client
Server
Planning tasks
New Offer Project
Customer Order
Time and Work Tracking
Reporting
17
Reporting
SAP
MS Project
SD
PS
CATS
Client
Server
Planning tasks
New Offer Project
Customer Order
Time and Work Tracking
Reporting
18
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

19
Project Creation
MS Project
SAP
Client
Server
PS
CATS
Dep. Leader order process
Project Creation basic data
Project planning / synchron.
Reporting
20
Project Planning
SAP
MS Project
PS
CATS
Client
Server
Dep. Leader order process
Project Creation basic data
Project planning / synchron.
Reporting
21
Department Leader negotiation process
MS Project
SAP
Client
Server
PS
CATS
Dep. Leader negotiation process
Project Creation basic data
Project planning / synchron.
Reporting
22
Reporting
SAP
MS Project
PS
CATS
Client
Server
Dep. Leader negotiation process
Project Creation basic data
Project planning / synchron.
Reporting
23
Architecture
Project plan in SAP
PMO / Controlling
Analysis
Status Reports
SAP PS
Web Access
MS Project
Project Leader
Lotus Notes
Dep. Leader
MS Project
24
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

25
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

26
Site systemssynchronization
Master SAP System
Microsoft Project Professional
Microsoft Project Server
Project and PSLink database
WBSMilestonesWork (plan actual)Costs
SAP IDs Status
SAP BW Reporting

27
QA