2810 Avoiding Bottlenecks in Portfolio Management 50 Implementation.pdf

8/10/2019 2810 Avoiding Bottlenecks in Portfolio Management 50 Implementation.pdf

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Avoiding Bottlenecks In

Portfolio Management 5.0 Implementations

Praveen Kumar P


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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.


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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


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AGENDA









Key Leanings


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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


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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


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RPM_FICO_DATA_TRANSFERERP System


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/RPM/FICO_INT_PLANNINGPPM System


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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


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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


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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


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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


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SETTLEMENTS

Cross Projector object

settlement

ORDER

Portfolio ItemWBS1

WBS2

WBS3

PS Project A

Settlementwithin the

same Project

WBS1

WBS2

PS Project B


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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


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AGENDA









Key Leanings


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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.


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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


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AGENDA



Handling multiple currencies and Important corrections

Settlements and important corrections

General Improvement Areas

Few tips



Key Leanings


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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)


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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.


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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 : [email protected]
mailto:[email protected]:[email protected]

2810 Avoiding Bottlenecks in Portfolio Management 50 Implementation.pdf

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