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

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

• Stavros Georgantzis, The Project Group GmbH

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
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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)

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About The Project Group

• Based in Munich, Germany
• Business focus Project Management and Project
  Management Software
• Services
• Consulting and Training
• Software Development
• Software Implementation
• Software focus Microsoft Project and SAP PS

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Main Customer list

• Agere (EPM consulting and training)
• Audi (EPM consulting and training)
• ATLAS Electronics (PSLink, EPM consulting and
  training)
• BearingPoint (EPM consulting and training)
• Bosch (EPM consulting and training)
• Bosch Siemens Household Appliances (EPM
  consulting and training)
• City of Cologne Urban Transport (PSLink)
• Cognis Specialist Chemicals (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 (project consulting and
  training)
• GE CompuNet (PSLink)
• Irish Rail (EPM consulting and training, PSLink)
• Keiper Recaro Car Seats (EPM consulting and
  training, PSLink)
• MAN BW Diesel (EPM consulting and training,
  PSLink)
• 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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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

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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
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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?

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SAP integration possibilities

• 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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PSLink Serverbased data exchange
Open SAP project
Create structure/project in SAP
Check-in with Create flag
Download project from SAP
Synchronization
Check-in with Synch flag
Administrative tasks
Project Server
Defaults/Selection lists

• Central project data store
• SAP differential analysis tables
• Defaults/selection lists
• - Project lock
• - Consistency check

Project Client
- Business rules - Status administration - SAP
selection lists - Data verification
SAP
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PSLink Clientbased data exchange
Save SAP Project
Administrative tasks
Data synchronization
Project Server
Defaults/selection lists

• Central project data store
• SAP differential analysis tables
• Defaults/selection lists

Project Client
SAP
- Business rules - Status administration - SAP
selection lists - Differential analysis - Project
lock - Consistency check
Download project from SAP
Creation of structure/project in SAP
Synchronization
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Characteristics of the Solutions

• Client-based Solution
• Data transfer can be triggered manually
• Control over data exchange
• User-based documentation of changes in SAP
• Easier administration
• Server-based Solution
• No direct user interaction with SAP
• Synchronization can be scheduled
• Fewer components and functions on Microsoft
  Project clients

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Customer Example 1 (Indust. Engineering)

• Project creation in Microsoft Project based on
  SAP SD proposal
• Synchronization with SAP SD
• Upload project to SAP PS (creates new SAP
  project) after customer order
• Project execution
• Create tasks, planning of schedule and work in
  MSP
• Detailed planning in teams
• Cost planning and task tracking in SAP
• Automatic overnight synchronization with SAP PS
  and SD

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Sales Process
SAP
MS Project
PS
CATS
Server
SD
Client
Schedule work tracking
Task planning
New proposal
Customer Order
Reporting
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Customer Order
SAP
MS Project
SD
CATS
Server
PS
Client
Schedule work tracking
Task planning
New proposal
Customer Order
Reporting
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Task Planning
SAP
MS Project
SD
CATS
Server
PS
Client
Schedule work tracking
Task planning
New proposal
Customer Order
Reporting
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Progress Tracking
SAP
MS Project
SD
PS
CATS
Server
Client
Schedule work tracking
Task planning
New proposal
Customer Order
Reporting
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Reporting
SAP
MS Project
SD
CATS
Server
Client
PS
Schedule work tracking
Task planning
New proposal
Customer Order
Reporting
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Customer 2 (Household Appliances)

• Project creation in SAP PS
• Download to Microsoft Project Server as the
  leading planning system
• Negotiations on schedules and work between
  project leaders and department managers
• Project execution
• Task schedule planning in Microsoft Project
  (project manager)
• Detailed planning in Microsoft Project (dept.
  manager)
• Tracking procedures in SAP
• Creation of reports in Microsoft Project
  Professional / Server, SAP, and Lotus Notes

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Project Creation
MS Project
SAP
Client
Server
CATS
PS
Project creation (basic data)
Dept. manager order process
Project planning/ synchron.
Reporting
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Project Planning
SAP
MS Project
CATS
Server
PS
Client
Project creation (basic data)
Dept. manager order process
Project planning/ synchron.
Reporting
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Agreement Process
MS Project
SAP
Server
PS
CATS
Client
Project creation (basic data)
Dept. manager order process
Project planning/ synchron.
Reporting
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Reporting
SAP
MS Project
CATS
Server
Client
PS
Project creation (basic data)
Dept. manager order process
Project planning/ synchron.
Reporting
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Architecture
Project plan in SAP
PMO / Controlling
Analysis
Status Reports
SAP PS
Web Access
MS Project
Project Leader
Lotus Notes
Dep. Leader
MS Project
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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

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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

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Site systems synchronization
Master SAP System
Microsoft Project Professional
Microsoft Project Server
Project and PSLink database
WBSMilestonesWork (plan actual)Costs
SAP IDs Status
Extensions
SAP HR 1
SAP HR 2
SAP HR n

SAP BW Reporting
SAP PS 1
SAP PS 2
SAP PS n
WBS, Milestones, Costs, Work
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Questions Answers

• www.TheProjectGroup.de
• Info_at_TheProjectGroup.de

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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