Architecture

EPC SAP ECC 6.0 SAP PPM 6.1 SAP BPC

MSP/Primavera
System Landscape

SAP Enterprise Portal 7.4

HTTP HTTP

RFC

BW Project Portfolio
7.5 Management 6.1

RFC

FI/CO HCM Project System CATS

External Application
Basic Process

Project PARTNER
SAP USERS Primavera P6 Managers
Server

Oracle
11g Primavera
files

SAP PS MPS 2013 Server

MPS files
SAP EPC

Microsof
t SQL

create maintain project

project data and exchange vendors
project data
with vendors
Portfolio Structure

Portfolio Structure Real Estate Portfolio

Real Estate Bucket

Commercial Bucket Residential Bucket

Retail Bucket Villa Bucket

Appartment Bucket
Office Space Bucket

Feasibility

Technical Sikka Karanam Greens Initiative

Commercial

Initiation
Sikka Karanam Greens Item
Planning

Execution

PPM
Sikka Karanam Greens Project

PS
Sikka Karanam Greens
Project
Portfolio structure
Typical task distribution in SAP PPM
Portfolio Structure
High Level Architecture View : Portfolio & Project Planning

Portfolio / Strategic Buckets

Long Term Planning
& Monitoring

Portfolio Initiative (Buckets)

SAP Portfolio Portfolio Item (Project / Proposal)

Management

Project Definition MS PROJECT

Project Planning &

WBS Structure
Execution

Easy Cost Planning / MS Project Structure

Costing Models
Activities /
Schedule
SAP ERP
Project
System
PPM Portfolio
Portfolio management provides a comprehensive and up-to-date view of the entire portfolio of company projects to
present the full extent of project risks and opportunities.
It allows you to overcome delays that can occur as information is collected from disparate sources.
Portfolio management gathers diverse data into dashboards which act as a starting point for portfolio analysis.

•Align your entire project portfolio with corporate objectives through scoring models.
•Gain visibility in real-time to project costs, staffing, schedules, and results.
•Institute effective gates and measures between project phases.
•Assign, deploy, redeploy, plan, and forecast resources based on qualifications and strategic priorities.
•Discover sources and manage deployment of expertise and qualifications within the organization, without
complex and laborious data entry projects.
Integration Scenario -1
Integration Scenario-2
Integration Scenario-3
Portfolio Type
Portfolio Bucket
Customization –Portfolio Bucket
Lesson 3 : Portfolio Items

 Creating Portfolio Items

 Define Portfolio Item Type in customizing
 Portfolio Item Settings
 Field Configuration and Custom Fields in Item
 Questionnaire & Scoring Model
 Status & Workflow
 Decision Points
 Snapshot
 Item Dependencies
Lesson 3 : Portfolio Items
3. 1-Create portfolio items
3.2-Define portfolio Item types in Customizing
3.3-Portfolio item Setting
3.4-Use various options for configuring fields
3.5-Explain the necessary steps to add custom fields
3.6-Define and use questionnaires
3.7-Use scoring models to derive field values
3.8-Set status management for portfolio items
3.9-Implement settings for the generation of wor kflows
3.10-Define decision points
3.11-Use decision points
3.12-Create snapshots of portfolio items
3.13-Use the version history
3.13-Create dependencies between portfolio items
3.14- Define and analyze dependency risks
3. 1-Create portfolio items
Item : Represents individual project, project proposal, services or product initiatives

 Financial & Capacity planning

 The progress of an item can be represented by decision points
3.2-Define portfolio Item types in Customizing
Net Present Value (NPV)
NPV = (Cash inflows from investment) – (cash outflows or costs of investment)
Cost to purchase Company ABC today: $1,000,000
Present value (PV) of cash flows from acquiring Company ABC:
Year 1: $200,000
Year 2: $150,000
Year 3: $100,000
Year 4: $75,000
Year 5: $70,000
Year 6: $55,000
Year 7: $50,000
Year 8: $45,000
Year 9: $30,000
Year 10: $10,000
Total: $785,000

Net Present Value (NPV) = $785,000 - $1,000,000 = -

$215,000
Payback Period
Payback period is the time in which the initial cash outflow of an investment is
expected to be recovered from the cash inflows generated by the investment. 

Initial Investment
Payback Period = Cash Inflow per
Period

Example 1: Even Cash Flows

Company C is planning to undertake a project requiring initial investment
of $105 million. The project is expected to generate $25 million per year
for 7 years. Calculate the payback period of the project.
Solution
Payback Period = Initial Investment ÷ Annual Cash Flow = $105M ÷ $25M
= 4.2 years
Payback Period

B
Payback Period = A +
C
In the above formula,( When Cash flow is not even)
A is the last period with a negative cumulative cash flow;
B is the absolute value of cumulative cash flow at the end of the period A;
C is the total cash flow during the period after A
Example 2: Uneven Cash Flows
Company C is planning to undertake another project requiring initial investment of $50
million and is expected to generate $10 million in Year 1, $13 million in Year 2, $16 million
in year 3, $19 million in Year 4 and $22 million in Year 5. Calculate the payback value of
the project.

cash flows in millions) Cumulative

Year Cash Flow Cash Flow

0 (50) (50)
1 10 (40)
2 13 (27)
3 16 (11)
4 19 8
5 22 30 Payback Period
= 3 + (|-$11M| ÷ $19M)
= 3 + ($11M ÷ $19M)
≈ 3 + 0.58
≈ 3.58 years
Return On Investment - ROI

 the benefit (or return) of an investment is divided by the cost of the investment, and the result
is expressed as a percentage or a ratio.

implemented the method CALCULATE_KPI

Field configuration and custom fields
Questionnaires ?
Questionnaires- Demo
Questionnaire Question Group Question Options
Strategic Fit Strategic Alignment  
  Market Attractiveness  
  Technical Feasibility Product is technically feasible Yes. It is
  More than likely
  Possible
      No, dump it
Questionnaires in application
Questionnaires -Global Settings
Questionnaires- Assignment
Questionnaires- Demo
Questionnaires- Demo
Snapshots
Dependency Risk
Collection & Reporting Cockpit
Portfolio item can be assigned to several collections. A collection can include only the portfolio items of a
single portfolio, however, which means that cross-portfolio reporting using collections is not possible.
Capacity Planning
Capacity Planning
Capacity Planning Settings
Capacity Planning Integration
Integration is possible with Item only.

Execute the below programs for – (Transaction: SA38 )

1. /RPM/PLAN_INT_PREP : To create Capacity Categories and view for bucket, Initiative and view.
2. BADI: /RPM/FIN_CAP_Plan : To fetch the data from ECC system
3. /RPM/CAP_PLAN_INT : You can assign role demands and role staffing separately . Using this program ,
resource planning data in the capacity planning data is integrated with this assighments.
4. /RPM/FICO_INT_Planning : Transfer Planned Time and Actual Time from ECC to SAP PPM
Portfolio Project Management
Portfolio Management Roles
SAP_XRPM_ADMINISTRATOR:
Super user authorization in Portfolio Management. Used to create new portfolios. This role also provides the assigned user full
access to all Portfolio Management business objects in the system.

SAP_XRPM_USER :
General user in Portfolio Management. All users should be assigned this role. Has general authorizations to use Portfolio
Management, but no specific object access. This access must be assigned to the user via ACLs.

SAP_RPM_BCV_USER
Portfolio Management specific authorization for BCV content in Portfolio Management

SAP_RPM_BCV_USER_COMP:
Composite role containing the general role for using BCV (SAP_BCV_USER) and the Portfolio Management specific role
(SAP_RPM_BCV_USER).

SAP_BPR_PPM :
PFCG role for NWBC in SAP Portfolio and Project
Project Management Roles
 SAP_CPR_PROJECT_ADMINISTRATOR:
Create projects (project definitions).

 SAP_CPR_TEMPLATE_ADMINISTRATOR:
Create, change, read, and delete all templates in Project Management.

 SAP_CPR_USER
Use Project Management, but no authorization to perform any activities in a particular project. To do this
users need project-specific authorizations, which can be distributed either directly via ACLs or through their
assignment to a role. This role must be included in every Project Management composite role.

 SAP_CPR_BCV_USER :
Project-Management-specific authorization for using BCV content in resource management.

 SAP_BPR_PPM :
SAP Portfolio and Project Management PFCG role for NW BC
Authorization in PPM
SAP_CPR_DECISON_MAKER
Decision maker in Project Management. Contains the role
SAP_CPR_USER. SAP_CPR_INTERESTED Interested party in Project Management. Contains the role
SAP_CPR_USER. SAP_CPR_MEMBER Team member in Project Management. Contains the role
SAP_CPR_USER. SAP_CPR_PROJECT_LEAD Project manager in Project Management. Contains the role
SAP_CPR_PROJECT_ADMINISTRATOR and SAP_CPR_USER SAP_CPR_BCV_USER_COMP Composite
role containing the general role for using BCV (SAP_BCV_USER) and the Project Management specific role
(SAP_CPR_BCV_USER). SAP_CPR_TEMPLATE_RESPONSIBLE Project Management template responsible.
Contains the roles SAP_CPR_TEMPLATE_ADMINISTRATOR and SAP_CPR_USER
SAP_CPR_RESOURCE_MANAGER Resource manage in Project Management. Contains the role
SAP_CPR_USER.
 Archiving in PPM
 Greater system availability through reduce data volumes in data base
 Better use of resource due to leaner system
 Smaller database tables improve system performance

Data Archiving Function : CA-ARC

Information Lifecycle Management : BC-ILM

Archive File
Data Base File System/ Content
Repository
 Archiving in PPM
 Archiving of Additional data Business Add-In : ARC_CPM_OBJECT
 Authorization Object to control the Archiving : S_ARCHIVE,
 Archive Administration : SARA
 Archiving Object Maintenance Definition: AOBJ
 Archive Retrieval Configurator : SARJ
 Archive Information System : SARI
 Archiving in PPM
Archiving Portfolio with RPM_PORT
Archiving Buckets with RPM_BUCKET
Archiving Items with RPM_ITEM
Archiving Collections with RPM_COLL
Archiving Initiatives with RPM_INIT
Archiving Reviews with RPM_REVW
Financial Planning Integration
Financial Planning Integration
Authorization in PPM

Rollup item data to bucket program : /RPM/ BUCKET_ROLLUP

/RPM/CAP_PLAN_PREP
/RPM/CAP_PLAN_INT
/RPM/FICO_INT_PLANNING

FI Table RPM_FIDATA

/RPM/PROJECTS_BATCH_UPDATE
Integration of Resource Planning with Capacity Planning
Concept of Role in PPM
Concept of Role in PPM
Concept of Role in PPM
Manual Assignment of Qualification –PPPM
Qualification Catalog-OOQA
Resource & Users Portfolio Management : RPM_EMPDATA
Organization & Staffing Create : PPOCE
Organization & Staffing Change : PPOME
HCM Master Data Transfer : PFAL
IDOC document monitoring: BD87
HR Table : HRMDORIGIN
Program for initialization : RHALEHRMDORIGINIT
OO_Central_Person
BDXD
BDXE
Synchronization of HR Master Data : HR_SYNC_PERSON or HRALXSYNC
Program to update the data : /RPM/PROJECTS_BATCH_UPDATE
Master Data in PPM
1. Portfolio
2. Bucket Structure
3. Templates
4. Resources
5. Role
Authorization in PPM
Authorization in PPM
Authorization in PPM