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 ProductProduct
Presentation (May 2005)
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Topics

• About TPG The Project Group
• Business backgrounds for MSP/SAP integration
• PSLink CE vs. PSLink SE
• Use cases covered by PSLink CE
• Synchronization
• Architecture overview
• Configuration overview
• GUI
• Security
• Jobs and actions
• Logging
• Other related TPG products

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About The Project Group

• Based in Unterhaching near Munich, Germany
• 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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About The Project Group

• The Project Group your project experts.
  (based in 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, TeamLink, EPM
  consulting and training)
• Bayerischer Rundfunk (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 (PSLink, 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 (EPM consulting and training)
• GE CompuNet (PSLink)
• Irish Rail (PSLink, EPM consulting and training)
• Israeli Aircraft Industries (PSLink, EPM
  consulting)
• Keiper Recaro Car Seats (PSLink, EPM consulting
  and training)
• MAN BW Diesel (PSLink, EPM consulting and
  training)
• 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)

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Main TPG Customers
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Business Backgrounds for MSP/SAP Integration
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Integration levels of Enterprise Projects and
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 with networks and activities
• 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 input /
  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 from 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
• Activity allocation documents
• CATS

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Use SAP for Budgeting and Governance

• Budgeting
• Create forecasts in MSP ? upload to SAP
• Use MSP forecasts for defining budgets in SAP
• Load SAP budget information in MSP user fields
• Governance
• Load status information of WBS elements from SAP
• Define Project specific events according to SAP
  status information

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Synchronization Process
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Basic Data Synchronization

• PS structure objects
• Project Definition
• WBS elements
• WBS milestones
• Bidirectional (MSP ? SAP and SAP ? MSP)
• Flexible field mappings
• Leading system on field level
• SAP WBS mappings
• Map SAP WBS to task hierarchy
• Map SAP WBS to MSP outline code user field

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Transactional Data Synchronization MSP?SAP

• Update work, cost and actual work data
• MSP ? SAP
• Summarization
• Summarize according to PS/CO parameters
• E.g. Work for WBS-Element/Cost-Center/Activity-Typ
  e/FY-Period
• Upload forecasts
• Use activity input / primary cost input (? CJ40)
• Free configuration of fiscal year periods
• Upload actuals
• Activity input (just feed CO-version 0)
• Post activity allocation documents
• Create and update CATS records

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Transactional Data Synchronization Summarization
Logic
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Report Data Synchronization SAP ? MSP

• Import work, cost and actual work data
• SAP ? MSP
• Display on WBS or project definition level

Values from SAP are loaded on WBS element or PD
level
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PSLink CE Architecture
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PSLink CE Data Exchange
Microsoft Project Server
Open, Save, Publish

• Project data
• Basic
• Transactional
• Report

PSLink Commands
SAP Server
Synchronization (manual and scheduled jobs)
Microsoft Project Professional PSLink CE
Client Components
PSLink Server(can run on Microsoft Project
Server machine)
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PSLink CE Data Access and Components
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Access Technology

• PSLink Server to Project database
• Direct OLE DB access
• Performed by TPG Data Access Layer (DAL)
• TPG DAL defines objects for MSP database similar
  to Project object model
• PSLink Server to SAP
• Standard BAPI interface
• BOR Objects like ProjectDefinition, WBSPI,
  CostActivityPlanning etc.
• PSLink Server to PSLink Client
• TCP binary connection for exchanging data
• PSLink Client
• Implemented as COM AddIn
• Using Project client object model and PSLink
  Server API

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Other Related TPG Products
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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.
• ResourceLink is unique
• it supports a large number of the Microsoft
  Project Server resource properties
• Resource outline code fields (e.g. for
  organization hierarchy like RBS) can be created,
  adjusted and assigned properly
• Rules can be flexibly configured
• The principal system can be set for each resource
  property
• Imports can be scheduled
• The high performance is designed for mass data
  import.
• www.theprojectgroup.com/E/resourcelink

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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