View
218
Download
0
Category
Preview:
Citation preview
8/10/2019 2810 Avoiding Bottlenecks in Portfolio Management 50 Implementation.pdf
1/22
Avoiding Bottlenecks In
Portfolio Management 5.0 Implementations
Praveen Kumar P
8/10/2019 2810 Avoiding Bottlenecks in Portfolio Management 50 Implementation.pdf
2/22
LEARNING POINTS
Learn the key aspects of financial Integration, optimized usageand currency handling. Get an overview of cost settlement
behavior as of 5.0 release.
Get advise on avoiding potential bottlenecks that can ariseduring usage .Follow best practices during blue print and
implementation phase.
Learn about recent improvements delivered in SP09 and SP10 of5.0 release.
8/10/2019 2810 Avoiding Bottlenecks in Portfolio Management 50 Implementation.pdf
3/22
AGENDA
Agenda Financial Integration Overview
Integration Details & Optimizations
Handling multiple currencies
Settlements scenarios
Performance Improvement and Optimization
Dashboards, DFM Synchronization, Resource Management.
SAP service offerings
Glimpse of new features in SP09 and SP10
Key Leanings
8/10/2019 2810 Avoiding Bottlenecks in Portfolio Management 50 Implementation.pdf
4/22
AGENDA
Agenda Financial Integration Overview
Integration Details & Optimizations
Handling multiple currencies
Settlements scenarios
Performance Improvement and Optimization
Dashboards, DFM Synchronization, Resource Management.
SAP service offerings
Glimpse of new features in SP09 and SP10
Key Leanings
8/10/2019 2810 Avoiding Bottlenecks in Portfolio Management 50 Implementation.pdf
5/22
FINANCIAL INTEGRATION OVERVIEW
SAP ERP 6.0 SP 17
EhP2SP07
EhP3SP06
EhP4 SP06
EhP5 & above
PRE-REQUISITES OF
ERP SYSTEM
EhP5 and above
PRE-REQUISITES OF
ERP SYSTEM
ERP PPM 5.01
ERP AND PPM IMPLEMENTED ON TWO DIFFERENT SYSTEMS
SCENARIO
ERP AND PPM IMPLEMENTED ON SAME SYSTEM
2ERP
PPM 5.0
SCENARIO
http://service.sap.com/sizing > Sizing Guidelines >Business Applications > SAP PLM > Sizing SAP Portfolio and Project Management 5.0
8/10/2019 2810 Avoiding Bottlenecks in Portfolio Management 50 Implementation.pdf
6/22
FINANCIAL INTEGRATION DETAILS
PROJECTITEMPS Project
WBS Element
Network Activities
Internal OrderOBJECT LINK
OPERATIONALPROJECT
ACCOUNTING
LINKAGE
COSTS
ERP System PPM System
REPORTRPM_FICO_DATA_TRANSFER
REPORT
/RPM/FICO_INT_PLANNING
8/10/2019 2810 Avoiding Bottlenecks in Portfolio Management 50 Implementation.pdf
7/22
RPM_FICO_DATA_TRANSFERERP System
8/10/2019 2810 Avoiding Bottlenecks in Portfolio Management 50 Implementation.pdf
8/22
/RPM/FICO_INT_PLANNINGPPM System
8/10/2019 2810 Avoiding Bottlenecks in Portfolio Management 50 Implementation.pdf
9/22
FINANCIAL INTEGRATION DETAILS(CONTD)
Planning Rollup
PORTFOLIO
BUCKET
BUCKET
ITEM
Integration
Financial Data
(of ERP system)RPM_FIDATA
*Intermediate table in PPM System
Financial Integration and Planning Involves three business steps, namely
8/10/2019 2810 Avoiding Bottlenecks in Portfolio Management 50 Implementation.pdf
10/22
OPTIMIZATIONS
Integration Planning Rollup
Exclude Roll up from
Integration and Planning.
Roll up always executes for
entire portfolio.
Execute Roll up preferably
in the end after the
integration and planning.
Combine the execution integration and planning.
Parallelize :Execute Integration and planning for
smaller chunk of items, maximum of 50.
See Customization > Global Settings
0010 Portfolio Item FI/CO Planning and Integration0003 Parallel Processing No. of Items in a data packet for item planning .
See Note 1840729 for scheduling reports for
background processing.
Executing the steps in combinations or independently
8/10/2019 2810 Avoiding Bottlenecks in Portfolio Management 50 Implementation.pdf
11/22
HANDLING CURRENCIES
ERP System PPM System
WBS Element
CO
CURRENCY
PROJECT
CURRENCY
ITEM
ITEM
CURRENCY
EUR USD USD
The financial planning data is always stored in item currency.Additionally when the CO currency and Item currency are different the planning data in
secondary (CO) currency is also stored in shadow table.
While switching item to CO currency data in the shadow table is used instead of currency
conversion
USD EUR
CostsFinancial
Planning DataFinancial Transfer
8/10/2019 2810 Avoiding Bottlenecks in Portfolio Management 50 Implementation.pdf
12/22
HANDLING CURRENCIES (CONTD)
Currency conversion in the financial Planning User Interface
Pre-requisite Notes (Available in SP10)1696223 : Incorrect entries are inserted in the /RPM/FIN_PLA_INT table
1825533 : Smart Currency Conversion not working for all breakdown type
8/10/2019 2810 Avoiding Bottlenecks in Portfolio Management 50 Implementation.pdf
13/22
SETTLEMENTS
Cross Projector object
settlement
ORDER
Portfolio ItemWBS1
WBS2
WBS3
PS Project A
Settlementwithin the
same Project
WBS1
WBS2
PS Project B
8/10/2019 2810 Avoiding Bottlenecks in Portfolio Management 50 Implementation.pdf
14/22
SETTLEMENTS CONTINUED
Settlement behavior for same and other projects are maintained in ERP system
IMPORTANT CONSULTING AND CORRECTION NOTES
1725412 Financial Integration : Settlement scenario for Order
1637167 Settlement cost from maintenance order not considered.
1611270 Settlement done to external objects not excluded
1467403 Customizing setting is not considered correctly
8/10/2019 2810 Avoiding Bottlenecks in Portfolio Management 50 Implementation.pdf
15/22
AGENDA
Agenda Financial Integration Overview
Integration Details & Optimizations
Handling multiple currencies
Settlements scenarios
Performance Improvement and Optimization
Dashboards, DFM Synchronization, Resource Management.
SAP service offerings
Glimpse of new features in SP09 and SP10
Key Leanings
8/10/2019 2810 Avoiding Bottlenecks in Portfolio Management 50 Implementation.pdf
16/22
GENERAL IMPROVEMENT AREASFEW TIPS
Keep a tab on the number of Portfolio items in the portfolio (say 5000). This
will have direct impact on various scenarios especially dashboards.
Use DFM judiciouslyas every save can trigger synchronization. Check ifDFM synchronization be carried out in asynchronous mode.(IMG > SAP PortfolioManagement and Project Management > Common Functions > Decision Flow Management Settings
> Define Execution Mode for Synchronization of Objects)
Restrict the reviews to fewer items (say 100) as what-if creation depends onthe number of items in review.
Switch on buffering in resource management for better performance in FastEntry Screen.(IMG > SAP Portfolio Management and Project Management > Project Management > ResourceManagement > Set Summary Line and Buffering of Fast Entry Screen)
Refer to the note 1436778 to understand the known limitations.
8/10/2019 2810 Avoiding Bottlenecks in Portfolio Management 50 Implementation.pdf
17/22
SAP SERVICE OFFERINGS
*Offerings available for max attention customers rest refer to the note 83020
Pre-Implementation
During
Implementation Post Implementation
Some of the SAP services offerings delivered to PPM customers during Implementation
Life-Cycle .
SAP Solution ManagementAssessment
SAP Technical Feasibility Check
SAP Technical Integration Check
SAP Going Live Support
SAP Modification Justification
Check
SAP Custom Code Maintainability
Check
SAP Business Process andPerformance Optimization
8/10/2019 2810 Avoiding Bottlenecks in Portfolio Management 50 Implementation.pdf
18/22
AGENDA
Agenda Financial Integration Overview
Integration Details & Optimizations
Handling multiple currencies and Important corrections
Settlements and important corrections
General Improvement Areas
Few tips
SAP service offerings
Glimpse of new features in SP09 and SP10
Key Leanings
8/10/2019 2810 Avoiding Bottlenecks in Portfolio Management 50 Implementation.pdf
19/22
IMPROVEMENTS IN SP09 AND SP10
New Functionalities
1753204 : PPM-improved BCV report integration into item dashboard
1759382: Provide useful ID for initiative and item versions
1759188: PPM-Improved Financial & Capacity Management UI
1743688: PPM- Track Financial Planning changes
1742156: PPM-PFM-007: Standardization of Field Control options through out the application
1781427: PPM-PFM-049: Accumulation of the number of elements in the dashboard
1780409: Moving items from one bucket to another
Performance Improvement
1779218 : Dashboard Performance Improvement: Metrics Calculation
1832767: Metric Performance Improvements (remove null values)
8/10/2019 2810 Avoiding Bottlenecks in Portfolio Management 50 Implementation.pdf
20/22
KEY LEARNINGS
Capabilities of the Financial Integration and Planningreports along with best practices to avoid bottleneck.
a. Pre-requisites
b. Currency Handling
c. Settlements
General improvement areas such as dashboards, DFM,
& Resource Management.
Leveraging the SAP service offerings.
8/10/2019 2810 Avoiding Bottlenecks in Portfolio Management 50 Implementation.pdf
21/22
8/10/2019 2810 Avoiding Bottlenecks in Portfolio Management 50 Implementation.pdf
22/22
THANK YOU FOR PARTICIPATING
Please provide feedback on this session by completing a short survey via the eventmobile application.
SESSION CODE: 2810
For ongoing education on this area of focus,visit www.ASUG.com
Praveen Kumar P
Associate ManagerPLM/PPM
Installed Base Maintenance and Support
SAP Labs India Pvt. Ltd
Bangalore -560066.
E : praveen.kumar.p@sap.com
mailto:praveen.kumar.p@sap.commailto:praveen.kumar.p@sap.comRecommended