S4/HANA
Enterprise Portfolio & Project Management

EPPM On-Premise & Private Cloud

Recording: Managing portfolios & projects with SAP Enterprise Portfolio and Project Management (EPPM) - August 13, 2024

Overview of SAP Enterprise Portfolio and Project Management (EPPM)

SAP Enterprise Portfolio and Project Management (EPPM) is a comprehensive solution that integrates various aspects of project and portfolio management into a unified system. Key components include:

Portfolio Management
For high-level strategic decision-making and oversight.
Project Management
Focusing on operational execution of individual projects.
SAP Project System (PS)
Handles financial project control, ensuring budgetary oversight.
Commercial Project Management
Manages business aspects of projects.
Resource Management
Coordinates allocation and utilization of resources across projects.

The system is designed to provide seamless integration between these components, enabling organizations to align project execution with strategic goals, maintain financial control, and optimize resource usage. This integrated approach allows for better decision-making, improved project performance, and enhanced portfolio visibility across the enterprise.

EPPM supports the entire project lifecycle, from initial portfolio planning through execution to completion, offering tools for both strategic management and day-to-day project operations. By connecting portfolio, project, and resource management, SAP EPPM aims to improve overall project success rates and business value delivery.

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SAP Help Portal
Enterprise Portfolio and Project Management

Operations Guide for SAP Portfolio and Project Management 6.1

Operations Guide for SAP Portfolio and Project Management 6.1.pdf

..serves as a comprehensive resource designed to assist in the effective management, maintenance, and operation of SAP Portfolio and Project Management (PPM) systems. Here’s a brief overview of the contents and purpose:

Overview
The guide provides detailed instructions on how to manage the SAP PPM system effectively, ensuring optimal performance and reliability. It includes guidelines for system administrators and technical support teams, offering insights into various operational aspects such as monitoring, backup and restore, system landscape management, and troubleshooting.

Getting Started: This section introduces the guide and emphasizes the importance of maintaining SAP solutions at peak performance. It includes global definitions and references to important SAP Notes that are essential for managing SAP PPM.

Technical System Landscape: Details the components and scenarios involved in SAP PPM, providing a matrix that maps out the technical environment required for the system.

Monitoring: Offers tools and procedures for monitoring the SAP PPM system, including alert monitoring using the Computing Center Management System (CCMS) and other performance analysis tools.

Management: Covers administration tools, starting and stopping procedures, backup and restore strategies, and periodic tasks necessary for maintaining the system.

High Availability: Discusses strategies for ensuring system availability, including the use of SAP NetWeaver components.

Software Change Management: Focuses on managing software changes, including transport, template management, and quality management.

Troubleshooting: Provides resources for diagnosing and resolving common issues within the SAP PPM environment.

Support Desk Management: Guides on setting up an internal support desk, managing remote support, and handling problem messages.

Purpose

The Operations Guide is crucial for system administrators and technical support teams as it ensures that SAP PPM systems are operated efficiently and effectively. By following the guidelines provided, organizations can maintain system performance, ensure data integrity, and handle system issues proactively, thereby minimizing downtime and ensuring smooth operations.

This guide is typically used as a reference during the daily operations of SAP PPM, offering best practices and specific instructions to address operational challenges.

Master Guide for SAP Portfolio and Project Management 6.1

Master Guide for SAP Portfolio and Project Management 6.1.pdf

...serves as the primary reference for the technical implementation of SAP Portfolio and Project Management (PPM). It provides an overarching view of the software units and scenarios involved, and acts as a planning tool to help design the SAP PPM system landscape.

Getting Started

This section explains the purpose of the guide and how to use it. It also highlights the importance of referring to related documentation such as SAP Notes and other specific guides during the implementation process.

SAP Portfolio and Project Management Overview

Offers a high-level introduction to SAP PPM, covering the application and technology components involved. Includes a Software Component Matrix that maps which components are used by different applications within SAP PPM and indicates whether they are mandatory or optional. Discusses the system landscape necessary for SAP PPM and the overall sequence of implementation steps.

Applications of SAP Portfolio and Project Management

Describes the key functionalities of Portfolio Management and Project Management within SAP PPM, including how these can be integrated with other SAP and non-SAP systems to support various business scenarios.

Solution-Wide Topics

Addresses cross-solution topics such as SAP Solution Manager, which plays a crucial role in managing the implementation and operation of SAP PPM.

Appendix

Contains additional resources and links to related documentation on the SAP Service Marketplace, offering further guidance on installation, configuration, and operations of SAP PPM.

Purpose

The Master Guide is intended for system architects, administrators, and consultants involved in the implementation of SAP Portfolio and Project Management. It provides the necessary framework for planning and executing the technical installation and configuration of SAP PPM, ensuring that all components and systems are set up correctly to support the organization's portfolio and project management needs.

This guide is essential during the early stages of implementation, helping teams to plan the landscape, understand dependencies, and follow a structured approach to deploying the solution.

Configuration Guide for SAP Portfolio and Project Management in SAP S/4HANA 2022

PPM_2022_ ConfigGuide_v1.0.pdf

A critical document that provides step-by-step instructions for configuring the SAP Portfolio and Project Management (PPM) module within the SAP S/4HANA 2022 environment. This guide is essential for system administrators, consultants, and IT professionals involved in the setup and customization of the SAP PPM module to meet specific business requirements.

Introduction to Configuration

This section introduces the scope of the guide, its purpose, and how it should be used. It provides an overview of the configuration steps required to implement SAP PPM within the SAP S/4HANA landscape.

Configuration of Portfolio Management

Detailed instructions on setting up portfolio structures, including the creation of portfolio types, categories, buckets, and portfolio items. It also covers configuration settings for financial and capacity planning within portfolio management.

Configuration of Project Management

This section focuses on the setup of project management functions, including the creation of project types, structures, and the integration of various project elements like WBS (Work Breakdown Structure) elements, tasks, and resources. It also includes guidelines for configuring the project scheduling and resource management functionalities.

Integration with Other SAP Modules

Instructions for integrating SAP PPM with other SAP modules such as SAP ERP, SAP HCM (Human Capital Management), and SAP FI/CO (Financial and Controlling). This section ensures that data flows seamlessly between different SAP modules, enabling comprehensive project and portfolio management.

Advanced Configuration Settings

Covers more complex configuration scenarios, such as the customization of user interfaces, reporting tools, and workflow management within SAP PPM. It also includes instructions on setting up dashboards and analytical tools to monitor project performance.

Best Practices and Recommendations

This section provides best practices for configuration, including tips for optimizing system performance and ensuring scalability. It also includes troubleshooting advice for common configuration issues.

Purpose

The Configuration Guide is primarily used during the implementation phase of SAP PPM in SAP S/4HANA. It ensures that all necessary components are configured correctly to support business processes related to portfolio and project management. By following the guide, organizations can tailor SAP PPM to their specific needs, ensuring that it aligns with their strategic goals and operational requirements. The guide is crucial for achieving a smooth implementation and for ongoing system maintenance and optimization.

Simplification List for SAP S/4HANA 2022 Initial Shipment

SIMPLIFICATION LIST_CONV 2 S4HANA_OP2022.pdf

A crucial document that outlines all the significant changes, deletions, and adaptations in the SAP S/4HANA 2022 release compared to previous versions. This list is primarily used by technical consultants, system architects, and project managers to understand the implications of upgrading to or implementing SAP S/4HANA 2022.

Introduction

Provides an overview of the simplification process and explains the purpose of the list. It helps users understand why certain functionalities have been simplified or removed, aligning with SAP S/4HANA's strategic goals.

Simplification Items

Each simplification item is documented with a description, business impact, and technical details. The items are categorized by functional areas, such as Finance, Logistics, and Manufacturing, making it easier for users to navigate.

Business Impact

Details the impact of each simplification on existing business processes, including any necessary changes to ensure continuity. This section is vital for planning the transition from earlier SAP systems to SAP S/4HANA 2022.

Technical Details

Provides in-depth technical information about the changes, including system requirements, deprecated functionalities, and recommendations for replacement solutions. This is critical for IT teams during the implementation or upgrade process.

Migration and Adaptation Guidelines

Offers advice and best practices for migrating existing systems to SAP S/4HANA 2022, including data migration and configuration adjustments.

Purpose

The Simplification List is used to guide the transition to SAP S/4HANA 2022, ensuring that organizations are aware of the necessary adjustments and potential impacts on their business processes. It serves as a key reference for project planning, risk assessment, and resource allocation during an SAP S/4HANA implementation or upgrade. By providing detailed information on each change, the list helps organizations prepare adequately, ensuring a smoother and more efficient transition to the new system.

How to use these documents?

To effectively use the documents such as the Operations Guide, Master Guide, Configuration Guide, and Simplification List for SAP S/4HANA 2022, it's important to understand their purpose and how they fit into the overall lifecycle of an SAP implementation or upgrade project.

General Approach

1. Planning Phase

Master Guide

Start with the Master Guide to get an overview of the SAP Portfolio and Project Management (PPM) system and its components.

This document helps you plan the technical architecture, understand the integration points, and identify the necessary system prerequisites.

When to Use: During the initial stages of project planning and when designing the system landscape.

Simplification List

Review the Simplification List to identify the changes, deprecated features, and new requirements specific to SAP S/4HANA 2022.

This document is crucial for assessing the impact of these changes on your current system and processes.

When to Use: Early in the project, especially during the feasibility study, to understand what needs to be adapted in your current environment.

2. Implementation Phase

Configuration Guide

Use the Configuration Guide to set up and customize SAP PPM within the SAP S/4HANA environment.

This document provides detailed, step-by-step instructions for configuring various modules and components to align with your business needs.

When to Use: During the system configuration and customization phase after the system landscape has been set up.

Operations Guide

The Operations Guide is your go-to document for managing and maintaining the SAP PPM system post-implementation.

It provides guidelines on monitoring, backup, restore, and troubleshooting to ensure smooth operations.

When to Use: During the go-live phase and for ongoing system management and maintenance.

3. Migration and Upgrade Phase

Simplification List

Refer back to the Simplification List during migration to ensure all necessary changes have been accounted for

and that your system is aligned with the latest SAP S/4HANA standards.

When to Use: Throughout the migration process, particularly during the system validation and testing stages.

4. Operational Phase

Operations Guide

Use the Operations Guide continuously during the operational phase to manage system health,

perform regular maintenance, and address any issues that arise.

When to Use: On an ongoing basis, especially when performing routine system checks or when issues occur that require troubleshooting.

Practical Tips

Cross-Reference: Frequently cross-reference between the Master Guide, Configuration Guide, and Simplification List to ensure that the system setup aligns with both the technical and business requirements.

Documentation: Document any deviations or custom configurations you implement based on the guidelines provided in these documents.

Training: Use these documents to train your IT and support teams on the specific configurations and operations of SAP PPM in SAP S/4HANA 2022.

By following this structured approach, you can ensure that your SAP PPM implementation or upgrade is well-planned, effectively executed, and smoothly managed post-implementation.