Enterprise Portfolio and Project Management Solution Update · Enterprise Portfolio and Project Management Processes in SAP S/4HANA Cloud Best Practice Processes * License: SAP S/4HANA

PUBLIC

Dr. Mario Franz, SAPDecember 2018

Enterprise Portfolio and Project ManagementSolution Update

2PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ

Disclaimer

The information in this presentation is confidential and proprietary to SAP and may not be disclosed without the permission ofSAP. Except for your obligation to protect confidential information, this presentation is not subject to your license agreement orany other service or subscription agreement with SAP. SAP has no obligation to pursue any course of business outlined in thispresentation or any related document, or to develop or release any functionality mentioned therein.This presentation, or any related document and SAP's strategy and possible future developments, products and or platformsdirections and functionality are all subject to change and may be changed by SAP at any time for any reason without notice.The information in this presentation is not a commitment, promise or legal obligation to deliver any material, code orfunctionality. This presentation is provided without a warranty of any kind, either express or implied, including but not limited to,the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. This presentation is forinformational purposes and may not be incorporated into a contract. SAP assumes no responsibility for errors or omissions inthis presentation, except if such damages were caused by SAP’s intentional or gross negligence.All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materiallyfrom expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak onlyas of their dates, and they should not be relied upon in making purchasing decisions.


SAP road maps cover innovations that focus on business solutions and processes. They span products that are relevant forcustomer lines of business in their industries and explain how our innovations can add value to your business.

In SAP road maps, you can learn about our innovations along three different timelines:

1. Recent innovations for our solutions have been launched in the past weeks or months and can already be purchased.

2. Planned innovations for our solutions are expected to be launched in the short term or midterm.

3. Future direction provides a long-term perspective on high-level development plans on innovations for our solutions –inspired by your requirements.

About SAP Road Maps


Overview Enterprise Portfolio and Project Management and Strategic Direction

Enterprise Portfolio and Project Management in SAP S/4HANA Cloud

Enterprise Portfolio and Project Management in SAP S/4HANA On-Premise

Engagement Options

Q&A

Agenda

Overview Enterprise Portfolio and ProjectManagement and Strategic Direction


ResourceManagement

ProjectManagement

PortfolioManagement

Capital“Manage and control enterprise wide, project related investments”

R&D, Innovation“Optimize strategic resource & financial management of the innovation process”

IT“Help IT organizations to align activities & resources with business strategy”

Commercial“Manage customer project lifecycle from opportunity to billing and closure”

Enterprise Portfolio and Project Management

Enterprise Portfolio and Project Management (EPPM)


Enterprise Portfolio and Project Management in SAP S/4HANA On-PremiseCore Building Blocks*)

SAP Portfolio and Project Management for S/4HANAstrategic portfolio planning and operational project execution

SAP HANA platformin-memory platform for all data

SAP Fiori UXaddressing Portfolio and Project Management related roles

Enterprise Portfolio and ProjectManagement in SAP S/4HANA

Project SystemProject Financial Control | Project Logistics Control

Roles:• Project Manager• Project Team Member• Project Steering Committee Member• Project Portfolio Manager• Project Resource Manager• Program Manager• Commercial Project Manager

• Project Financial Controller• Project Logistics Controller

SAP Commercial Project Managementfor SAP S/4HANA

manage profitability, project financials and changes during execution

*) Additional Add-Ons, such as SAP Enterprise Project Connection 3.0 available


Changed EPPM Delivery Model in SAP S/4HANA On-Premise

SAP S/4HANA1610

PPM 1.0 for S/4H*

As of SAP S/4HANA1709

SAP PPM/CPM forS/4HANA*

Add-On Embedded

■ SAP Portfolio and ProjectManagement and SAPCommercial ProjectManagement is now technicallydelivered with SAP S/4HANA

■ No longer required to installseparate add-on on top of SAPS/4HANA

■ Less TCO and maintenanceeffort

■ All functionality of the previousadd-on is still available

CPM 2.0 for S/4H*

* Not included in S4HANA core licenserequires separate license


Starting with 1702Available since 1610

Enterprise Portfolio and Project Management in SAP S/4HANA Cloud

Renovated EPPM solution: Simple, scalable, and ready to use

Enterprise Management• PS Project System• FIN Investment

Management• FIN Internal Order

Portfolio and Project ManagementPortfolio and Project Management

Commercial Project ManagementCommercial Project Management

Enterprise Project ConnectionEnterprise Project Connection

• Simple projects replace internal orders – DONE(1802)

• Merge Project Management capabilities –ONGOING

• Merge of Portfolio Management and InvestmentManagement – Future Direction

Cloud

One solution for• Portfolio Management• Investment Management• Engagement Management• Project Management• Simple Projects• Cost collectors for measuresthat can grow withcustomer’s needs.

Cloud Simplification


SAP Enterprise Portfolio and Project Management in SAP S/4HANAIntegrated Intelligent Project Management at the core of the Intelligent Suite

Digital Age UX■ For all business roles in project management

■ Use hands-free, digital assistance

■ Embedded instant insights technologies

Next Generation Processes■ Redefine business processes to support digital project

practices

■ Integrate processes to enable collaboration and teamworkof digital project teams across all domains.

Embedded Intelligence and Automation■ Apply AI and process automation to deliver insights

■ Relieve project teams from repetitive menial tasks.

CustomerExperience

Manufacturing& Supply Chain

DigitalCore People

Engagement

Network & SpendManagement

DataManagement

CloudPlatform

Intelligent Technologies

SAPS/4HANA

ProjectAccounting

PortfolioManagement

EngagementManagement

ProjectManagement

Enterprise Portfolio and Project Management inSAP S/4HANA Cloud


Cloud for Professional Services:Manage project-based services engagements end to end

Cross-industry project management capabilitiesfor capital, R&D, IT, commercial, or internal projects

Core enterprise processes and scenariose.g. sales, procurement, time recording, period-end closing

Enterprise Portfolio and Project Management in SAP S/4HANA CloudIntegrated Solution Today

SAP S/4HANA Cloud Cloud Platform &Business Networks

Project Collaboration(Part of Intelligent Product Design)

Enterprise Management

Industry

Cross IndustryEPPM

Core EnterpriseManagement

SAP Analytics Cloud


Project Financial Control (1NT)

Project Review (1YF)*

Enterprise Portfolio and Project Management Processes in SAP S/4HANA CloudBest Practice Processes

* License: SAP S/4HANA Cloud for Project and Product Innovation

Research and Development Project Management (35E)

Capital Investment Project Management (35F)Industry and projecttype specificprocesses

Administrativeprocesses in EPPM

Foundationprocesses in otherapplications

Period-end closing projects (BNA)

Create Assets (BFH)

SAP Project Budgeting & Planning forSAP S/4HANA Cloud (2YG)

Create Engineering BOM (1R3)

Handover engineering BOM tomanufacturing (1ZI)

…

Time Recording (1Q4)

Requisitioning (18J)

Procurement of Services (22Z)

Customer Project Management - Project-Based Services (J11)…


Project Financial Control (1NT) – Project Financial Controller

Monitor projects

Project period-end closingand project closure• Period-end closing projects

(BNA)

Capture planned project costs andbudgets• Predict cost leveraging machine learning• Import .csv file• SAP Project Budgeting & Planning for SAP

S/4HANA Cloud (2YG)

Release and execute project• Posting of general Journal entries, activity

allocations, …• Time Recording (1Q4)• Requisitioning (18J)• Procurement of services (22Z)

Project Review (1YF) - Project Manager & Project Steering Committee*

Project Financial Control and Project Review Best PracticesOverview

Create project Be informed about cost overruns, upcoming milestones or critical projectsReview and discuss projects & milestones with steering committee


The financial backbone of managing projects


Highlights and benefits§ Support of multiple financial control scenarios

– Overhead cost projects– Investment projects– Statistical projects– Projects with revenues§ Multi-level project hierarchies of work-packages

integrated into SAP’s intelligent Suite§ Flexible planning and budgeting with SAP Analytics

Cloud for Planning and Budgeting§ Instant project cost forecast with machine learning§ Full control on project budgets with built-in availability

control§ Unified accounting processes with simple projects as

replacement for internal orders§ Extended reporting capabilities for project financial

controller

Project Financial Control in SAP S/4HANA Cloud


Project Review in SAP S/4HANA Cloud

Highlights and benefits§ Central repository for all projects accessible

with role-based Fiori apps§ Project Brief as means for communicating

project status with all project stakeholders§ Assign project team members§ Attach project related documents§ Graphical timeline overview of all projects and

their milestones§ Track project KPIs and approvals of milestones§ Enable team collaboration with SAP S/4HANA

Cloud for Intelligent Product Design§ SAP CoPilot digital project assistant


Configuration and extension of EPPM in SAP S/4HANA Cloud

Highlights and benefits§ Best practice content available for fast

implementation project management– Capital Investment Projects– R&D Projects– Professional Services Automation§ Built-in extensibility to adopt the application

to your needs§ APIs available to create, read, update and

delete of projects and work packages




Research and Development Project Management ProcessOverview


• Create project• Describe project and define

project team andmilestones

• Predict costs leveragingmachine learning

• Capture planned costsusing SAP Analytics Cloudor .csv file upload

• Project Review• Approval and

Budgeting• Project Release

• Collaborate on the project executionusing SAP S/4HANA Cloud forintelligent product design

• Create Engineering BOM (1R3)• Embed Software in the product (2G6)• Define Software Compatibility (2G5)• Time Recording (1Q4)• Requisitioning (18J)• Procurement of Services (22Z)• Posting of general journal entries,

activity allocations, …

• Monitor projects• Update project status• Review projects• Approve milestones

• Handover engineeringBOM to manufacturing(1ZI)

• Period-end closingprojects (BNA)

• Close project

Research and Development Project Management (35E)




Capital Investment Project Management ProcessOverview


• Create project• Describe project and define

project team andmilestones

• Predict costs leveragingmachine learning

• Capture planned costsusing SAP Analytics Cloudor .csv file upload

• Project Review• Approval and

Budgeting• Project Release

Execute project and capture actual costs• Time Recording (1Q4)• Requisitioning (18J)• Procurement of Services (22Z)• Posting of general journal entries,

activity allocations, …

• Monitor projects• Update project status• Review projects• Approve milestones

Project period-end closingand project closure• Period-end closing projects (BNA)• Create Assets (BFH)

Capital Investment Project Management (35F)


§ New project billing including project billing cockpit§ Project scheduling§ Extended resource planning and staffing§ Material planning and logistic integration§ Project Costing§ Extended commercial and service project

scenarios

§ SAP Fiori app for maintaining project structure,plans and schedules for Project FinancialControllers and Project Managers§ Resource planning and staffing (initial Scope)§ Extended processes for

– Project reviews und prioritization– Milestone approvals§ Integration scenarios to

– Sales orders and billing– Service management– Plant maintenance§ Optimized master data maintenance

Enterprise Portfolio and Project Management in SAP S/4HANA CloudOutlook

2019 (Planned) 2020 (Outlook)

Additional Information:

• https://go.support.sap.com/innovationdiscovery/• https://www.sap.com/germany/products/roadmaps.html


1. Potential data protection and privacy features include simplified deletion of personal data, reporting of personal data to an identified data subject, restricted access to personal data, masking of personal data, read access logging to specialcategories of personal data, change logging of personal data, and consent management mechanisms. 2. This is the current state of planning and may be changed by SAP at any time without notice.

SAP S/4HANA Cloud – Enterprise Portfolio and Project ManagementProduct road map overview

SAP S/4HANA Cloud 1905ü Project forecasting based on

historical project data by timelineand cost componentsü Project prioritizationü Project structure control appü SAP CoPilot conversational

enablement of project management(continuous adoption)

SAP S/4HANA Cloud 1908ü Project planning app for project

managersü Project revenue reportingü Mass change options for enterprise

projectsü Enablement of substitutions /

validations for enterprise projectmaster data

SAP S/4HANA Cloud 1911ü Project team member assignment and

time sheet integrationü Simple project resource planningü Maintenance of locations and tax

jurisdiction codes for enterprise projectsü Option to suspend project purchasing for

enterprise projectsü Extended authorization handling for

enterprise projectsü Assigned work order data in project

reporting

1902 – Planned Q1/20191,2 1905 – Planned Q2/20191,2 1908 – Planned Q3/20191,2 1911 – Planned Q4/20191,2

.

SAP S/4HANA Cloud 1902ü OData API to create, update and

delete work packages for enterpriseprojects



Enterprise Portfolio and ProjectManagementü Approval of milestones and gatesü Further project collaboration

scenariosü Project service order integrationü Support of additional project billing

scenariosü Engineer-to-order project

managementü OData API for staffing of enterprise

projects Sales and serviceintegration for enterprise projectsü Project billing for enterprise projects

Planned H1/20201,2

SAP S/4HANA Cloud – Enterprise Portfolio and Project ManagementFuture Outlook

Enterprise Portfolio and ProjectManagementü Project planning app for project

managersü Project revenue reportingü Simple project resource planningü Project team member assignment and

time sheetü Mass change options for enterprise

projectsü Enablement of substitutions /

validations for enterprise project masterdata

ü Maintenance of locations and taxjurisdiction codes for enterprise projects

ü Option to suspend project purchasingfor enterprise projects

ü Extended authorization handling forenterprise projects

ü Assigned work order data in projectreporting

Enterprise Portfolio and Project Managementü Project material planning and logistics integrationü Project costingü Enhanced project sales order integrationü Extended project resource and date planning capabilities

Planned H2 2020 – H1 20211,2Planned H2/20191,2

Enterprise Portfolio and Project Management inSAP S/4HANA On-Premise


§ Aggregated display of milestones in Fiori AppMonitor Project Progress for PPM ProjectManagement§ Extended Browser Support for PPM Web UIs§ New Fiori App to analyze project related

purchase requests and purchase orders forProject System§ New Fiori Apps in Commercial Project

Management– Capture issues and change requests– Monitor and change activities for issues,

change requests or risks§ Continuous improvements in Commercial

Project Management

Enterprise Portfolio and Project Management in SAP S/4HANA On-PremiseInnovations in SAP S/4HANA 1809 FPS00 Overview


§ Monitor purchase orders and purchaserequisitions account assigned to workbreakdown structure (WBS) elements§ Leverage various navigation options to view

contextual information related to WBSelement, material, supplier, purchase orderitem, and purchase requisition item

New EPPM functions in SAP S/4HANA 1809 FPS00New Manage Project Procurement in Project System


§ Aggregated display of milestones in Monitor Project Progress app

New EPPM functions in SAP S/4HANA 1809 FPS00Monitor Project Progress app enhancement in Project Management


§ This feature enables you to track andmanage activities originating from checklists,issues, risks, and change requests during theplanning or execution of commercial projects.You can track the status of activities, manageinformation such as dates, attachments, andcomments, and assign people to activities.§ Unified processing of activities related to

– Risks– Issues– Change Requests– Checklists§ Use cases

– Project Manager reviews status of allactivities

– Project Team Member works on hisassigned activities

New EPPM functions in SAP S/4HANA 1809 FPS00Project Activities in Commercial Project Management


§ With this feature, you can now filter or search for commercial projects by the project manager and viewimportant dates related to a commercial project.

New EPPM functions in SAP S/4HANA 1809 FPS00Multiproject Overview Enhancements in Commercial Project Management


§ With this feature, you can now view estimate at completion (EAC) trends of the planned revenue and EACrevenue for the previous six forecast periods of a commercial project. These values are displayed in theProject Overview app, along with the trends for planned cost and EAC cost.

New EPPM functions in SAP S/4HANA 1809 FPS00EAC Trends for Revenue in Commercial Project Management


§ Create Change Requests directly FioriLaunch Pad via new Fiori tiles. SAP Standardrole: Project Manager§ Report Issues directly from Fiori Launch Pad

via new Fiori tiles. SAP standard role :Project team member

New EPPM functions in SAP S/4HANA 1809 FPS00Create Change Requests and Report Issues in Commercial Project Management


§ This feature enablesyou to view a matrixof opportunitiesidentified within acommercial project,and analyze theprobability of theseopportunities and thebenefits that couldaccrue.

New EPPM functions in SAP S/4HANA 1809 FPS00Opportunity Matrix in Commercial Project Management


§ SAP CoPilot for PPM§ Integration of PPM with SAP Intelligent

Product Design§ SAP Fiori App to create resources§ Extensibility of PPM Fiori apps§ Replacement of JAVA Gantt Chart with new

UI5 based Gantt Chart§ Improvement requests from Customer

Connection§ Integration scenarios to Microsoft Project

Server 2016 using SAP Enterprise ProjectConnection

Enterprise Portfolio and Project Management in SAP S/4HANA On-PremisePlanned Innovations in SAP S/4HANA 1809 FPS01 und FPS02


§ Replacement of JGANTT

§ Embedded GANTT Chart in PPM

§ Multi-Project Fiori App

§ Overcome Size Limitations

§ Better Runtime Performance

§ Easier Extensibility

§ Planned Availability: SAP S/4HANA1809 FPS02 and subsequent anenablement in SAP Portfolio andProject Management 6.1 und SAPS/4HANA 1610, 1709 via SupportPackages

*) Not planned for Planning Board (PS)

Planned Innovations for Portfolio and Project ManagementFully editable GANTT Chart*)


Recent innovations1 2019 – Product direction22018 – Planned innovations1,2 2020 – Product vision2


Enterprise Portfolio and Project Management in SAP S/4HANA On-PremiseProduct road map overview

Project Control, Portfolio and projectmanagement§ Project cost reporting§ SAP Portfolio and Project Management for

SAP S/4HANA§ Continuous improvements for SAP Portfolio

and Project Management for SAP S/4HANA(2015 – extended project)

Commercial Project Management§ Enhancements to SAP Commercial Project

Management – Cut-off date, Period KPIs,and Forecast Accuracy

§ Enhancements to SAP CPM 2.0, projectcurrency, change logs and SAP Lumiralaunch option

§ Enhancements to SAP Commercial ProjectManagement for SAP S/4HANA

§ Enhancements to SAP Commercial ProjectManagement for SAP S/4HANA, projectcurrency, change logs, and launch optionsfor SAP Lumira (1)

SAP Enterprise Project Connection§ Integration with Web services of Oracle's

Primavera P6 Enterprise Project PortfolioManagement 16.2

§ Integration with Microsoft Project Server2016 (read scenario)

Project Control, Portfolio and projectmanagement§ New SAP Fiori app to monitor purchase

requisitions and purchase orders assigned toproject work breakdown structure (WBS)elements (SAP S/4HANA 1809)

§ Continuous improvements based onCustomer Connection (SAP PPM 6.1, SAPERP EHP8 SP, SAP S/4HANA 1809 FP)

§ Conversational enablement of projectmanagement with the SAP CoPilot digitalassistant (SAP S/4HANA 1809 FP)

Commercial Project Management§ Feature package 04 for SAP Commercial

Project Management includingenhancements for cut-off date, period KPIs,forecast accuracy and alternate hierarchies(SAP Commercial Project Management 2.0)

§ Simplification of project set up and changerequest processing/versioning (SAPS/4HANA 1809)

SAP Enterprise Project Connection§ Integration with Microsoft Project Server

2016 (write scenario)

Project Control, Portfolio and projectmanagement§ Maintain resource app§ Project management integration with SAP

Intelligent Product Design (SAP S/4HANA1809 FP)

§ SAP UI5 based Gantt chart for SAP Portfolioand Project Management

§ Selected enablement of cloud capabilitiesalso in on-premise edition

§ Continuous improvements based onCustomer Connection

§ Enhanced CFIN integration scenarios forproject management

Commercial Project Management§ Enhanced Project Reporting using SAP

Cloud for Analytics§ Enhanced integration scenarios with MRS§ Cash flow planning during project execution

Project Control, Portfolio and project management§ Enablement of cloud capabilities also in on-

premise edition§ Improved Integration Scenarios in SAP S/4HANA

Improved Innovation Process by Leveraging SAPHANA Technology§ Idea selection process supported through

machine learning techniques§ Usage of project information network for

collaboration on task

Enterprise Portfolio and Project ManagementEngagement Options


Yearly customer connection cycles for ERP PLM including:• Product Lifecycle Data Management• Recipe Development and Quality Management• Portfolio & Project Management (PPM) and Project System (PS)

Cycle 2018:

• 30 continuous improvements delivered in cycle ERP PLM 2018

• New project cycle ERP PLM 2019 kicked off in October 2018, collectionphase ends on Jnauary 18th 2019

SAP Customer ConnectionCustomer Connection ERP PLM

ERP PLM 2018 - Portfolio & ProjectManagement and Project System


New Simplified Engineer-To-Order Project (ETO)Management in SAP S/4HANA Cloud CustomerEngagement Initiative (CEI) kicked off in May 2018§ to jointly define with interested customers a simplified ETO

project management process,§ to prioritize corresponding functional requirements§ and to validate early UI mockups.

Customer Engagement Initiative for ETO Project ManagementOverview

https://influence.sap.com/sap/ino/#campaign/1283

Contact information:

Mario FranzEPPM Product [email protected]

Thank you.

Documents

Enterprise Portfolio and Project Management Solution Update · Enterprise Portfolio and Project Management Processes in SAP S/4HANA Cloud Best Practice Processes * License: SAP S/4HANA