Hierarchy
CPRXRPM (Software Component) SAP Portfolio and Project Management 6.0⤷
PPM-PRO (Application Component) Project Management⤷
DEVELOPMENT_PROJECTS_CUSTOMIZE (Package) General Customizing for Project Management
IMG Activity
| ID | PPM_CF_MSP_SERV_INT | Integration with Microsoft Project Server |
| Transaction Code | S_X1D_36000011 | (empty) |
| Created on | 20090310 | |
| Customizing Attributes | PPM_CF_MSP_SERV_INT | Integration with Microsoft Project Server |
| Customizing Activity |
Document
| Document Class | SIMG | Hypertext: Object Class - Class to which a document belongs. |
| Document Name | PPM_CF_MSP_SERV_INT |
Use
This process describes how to integrate Microsoft Project Server with SAP Portfolio and Project Management.
- Microsoft Project Server 2003
- In this case, you can synchronize project plans stored on Microsoft Project Server.
- You can import project data from Microsoft Project Server any number of times.
- You can only export project data to Microsoft Project Server once.
For more information, see SAP Note 958210.
Importing Projects from Microsoft Project
A Microsoft Project can be imported to SAP Portfolio and Project Management to transfer the project data to operational data in SAP Portfolio and Project Management (Project Management project). When an import takes place, a link is established between the Microsoft Project file and the item to which it is imported.
Requirements
To enable the integration, you must fullfill the following conditions.
- An item that is not linked to any project in the base project system (Microsoft Project Server, External Project Management System, SAP PS) exists in SAP Portfolio and Project Management.
- A Project Management project (referred as Operational Project) exists that is attached to the item.
- Basic configuration steps have been carried out in Customizing for SAP Portfolio and Project Management.
Project Header
Project information stored in Microsoft Project can be imported as a project header in Project Management. If you want to create a Project Management project with a specific project type, you maintain the CATEGORY field in MS Project with the correct project type. To get the list of project types available in Project Management, refer to Project Management Customizing.
Phases
To create a phase in a Project Management project from Microsoft Project, you must mark a task in Microsoft Project as Phase. To do so, choose any enterprise text field (preferably TEXT20) for the task in MS Project and maintain it with a specific phase type. To map the enterprise field to the phase type of Project Management, use the mapping table. To get the list of phase types available in Project Management, refer to Project Management Customizing.
You can mark a task as phase only if it is a root level (level 1) task.
Tasks
A task in Project Management must be part of a phase in Project Management. When an import takes place, the tasks are created in Project Management under a specific phase if the root level task is marked as Phase in Microsoft Project. In this case, the tasks are created under the TASK HIERARCHY phase. This phase contains all the root level tasks that are not marked as phases or checklists and all its sub tasks in Microsoft Project.
Checklists
To create a checklist in a Project Management project from Microsoft Project, you must mark a task in Microsoft Project as Checklist. To do so, choose any enterprise text field (preferably TEXT21) for task in MS Project and maintain it with a specific checklist type. Use the mapping table to map the enterprise field to the checklist type of Project Management. To get the list of checklist types available in Project Management, refer to Project Management Customizing.
You can mark a task as checklist only if it is a root level task or it is a first level sub task of a task that is marked as phase.
Checklist Items
All first level sub tasks of a task that are marked as checklist are automatically created as checklist items in Project Management. It is not possible to explicitly specify any task as a checklist item. All tasks under a checklist item are automatically created as sub tasks under the checklist item.
Relationships
Predecessor links maintained in tasks in MS Project are transferred as Task Relationships in Project Management. The relationships are established with relationship types with exactly the same link types as predecessor links in MS Project. The lag between the two tasks is also transferred as lag into Project Management project and stored in minutes.
Note: You can link two tasks only by using a relationship.
Roles and Role to Resource Assignments
Resources attached to the Microsoft Project are transferred as roles in Project Management. You must maintain the Code field for resource with employee ID and they must have a corresponding Business Partner in Portfolio Management. The employee attached to the resource is transferred as Resource attached to the role in Project Management.
Note: Every role will contain, at most, one resource attached to it at the end of project import.
Task to Role Assignments
Resource assignments in Microsoft Project are transferred as role assignments attached to tasks.
Note: Resource in MS Project represents Role in Project Management, whereas Employee attached to resource in MS Project represents Resource in Project Management.
Exporting Projects to Microsoft Project Server
When a Project Management Project is exported, a Microsoft Project Server project is created in the specified Microsoft Project Server.
There are a few limitations in Microsoft Project Server export
- Only a single export is allowed to create a MS Project, that is, synchronization of data is not allowed.
- If the import has already been performed, an export is no longer possible.
- Tasks are not exported.
- If the export is performed by copying a template, no resource information is exported, otherwise project information and roles are exported to MS Project Server project definition and resources.
Updating Projects in Project Management
If you have imported projects to Project Management, you can update the projects by reconciling them.
Updating Projects in Portfolio Management
Once you have imported projects to SAP Portfolio and Project Management, you can update projects using the report PPM Projects Batch Update Program (/RPM/PROJECTS_BATCH_UPDATE).
For more information, see the documentation for this report.
Standard settings
Activities
Example
Business Attributes
| ASAP Roadmap ID | 204 | Establish Functions and Processes |
| Mandatory / Optional | 2 | Optional activity |
| Critical / Non-Critical | 2 | Non-critical |
| Country-Dependency | A | Valid for all countries |
Assigned Application Components
| Documentation Object Class | Documentation Object Name | Current line number | Application Component | Application Component Name |
|---|---|---|---|---|
| SIMG | PPM_CF_MSP_SERV_INT | 0 | PTD0000003 | Project Management Integration |
Maintenance Objects
| Maintenance object type |
History
| Last changed by/on | SAP | 20091125 |
| SAP Release Created in | 500_702 |
