Project Issue and Change ManagementProduct |
|
Release | 2.6 |
Based On | SAP NetWeaver 7.5 |
Documentation Published | April 2017 |
The Business Context
Project Issue and Change Management
provides solutions that allow users to handle project deviations along with the ability to plan detailed changes to costs. During the execution of projects (for example, construction, research and development (R&D), consulting, or IT projects) the conditions, design, scope, and other items within the projects can change. This has an impact on factors such as client relations or the cost, quality, schedule, resources, safety, reliability, feasibility, maintainability, and operability of the projects. Undocumented changes in a project and a methodology framework insufficient for controlling the change process are some of the major reasons why projects fail or are not profitable. Companies that sell project-based services require efficient management of change processes to:
Log issues
Attach related documents and link relevant URLs
Assign responsible people
Create tasks to resolve these issues
There are many reasons why issues and changes are required in a project. In the construction industry, for example, one of the most common reasons is to accommodate a change in the owner’s requirements even after the execution of the project has begun. Other common reasons include:
Changing requirements from public authorities
Issues initiated by contractors or subcontractors
Deletion of project features
Resolution of coordination problems
Correction of errors or conflicts in the plans or specifications
Changes in material or equipment
Non-availability or the delayed delivery of specified items
Changes in technology
The Problem
Project personnel do not have appropriate tools to fulfill bottom line expectations in managing the issue and change process effectively. Project members typically use tools such as spreadsheets, word processing applications, file folders, e-mails, paper-based documents, drawings, or software (standalone project management software, CAD software, job cost software, and accounting systems) to manage their projects. Since there is no integration of systems, the drawbacks of such a scenario include:
Absence of a systematic way of recording all problems and issues that occur during the lifecycle of a project
Paper-based or spreadsheet-based change process that is inefficient
Inefficient tracking and billing of changes
Limited visibility of the impact of the change with respect to cost, schedule, and resources
Budget risk owing to limited visibility of changes (and potential changes), in individual projects and project portfolios
Performance risk on account of to poor coordination of changes with subcontractors and suppliers
Incomplete documentation that covers all aspects of the project, such as insights for negotiations and the change history, leading to inaccurate analyses for the allocation of funds
This makes it difficult to control the change process since the information is spread across system boundaries and cannot be easily consolidated for accurate documentation, processing, and billing.
The Solution
Project issues and changes are inevitable. To overcome the problems associated with issues and changes, the project team (internal and external) must be able to effectively manage issues and change requests. Project Issue and Change Management
(CA-CPD-PCM
) not only reduces the effects of the change on the quality, schedule, execution plan, and cost, but also tracks the changes in the project to ensure an accurate compensation for them. This application allows you to identify, document, communicate, and track issues and changes. You can estimate costs and submit costs for approval. The application also supports customer approvals for project issues and changes. Approved changes are implemented.

Processing of Issues and Change Requests
Based on your business requirements, Project Issue and Change Management
is available in the following deployment options:
With Project Workspace
With Project Workspace
and Project Cost and Revenue Planning
Project Issue and Change Management
(CA-CPD-PCM
) is integrated with the following application components:
Project Workspace
(CA-CPD-WS
)
Purchasing
(MM-PUR
)
Project System
(PS
)
Document Management System
(DMS
)
Project Cost and Revenue Planning
(CA-CPD-FP
)
For more information, see Integration.
Project Issue and Change Management
(CA-CPD-PCM
) provides you with the following features:
Processing of issues and change requests relevant to different types of business objects (PS objects, financial plans, purchase requisitions, sales orders, CRM opportunities, cProjects, or DMS documents)
Integration with the multiple application components in SAP Business Suite
to allow the possibility to exchange data and post updates
Cost and revenue planning of changes (if you are integrated with Project Cost and Revenue Planning
(CA-CPD-FP
)
Documentation and processing of project issues and changes using DMS documents, reference URLs, and attachments (such as word processing documents, spreadsheets, drawings)
Reporting and analytics
Embedded analytics in theProject Workspace
Note
If Project Issue and Change Management
(CA-CPD-PCM
) is deployed as a standalone application, independent of Project Workspace
(CA-CPD-WS
), the embedded analytics are provided on the Issue and Change Request Tracking
screen.
Business Context Viewer
(BCV) side panel for ease of navigation
Reporting content
Context-sensitive analytics
Dashboards
Monitoring of issues using the issue log
Organization of issues and driving of the follow-up tasks using activities
Monitoring of change requests using the change log
Organization of change requests and the resolution of changes with the use of activities
Integration with e-mail functions for notifications
Collaboration among multiple stakeholders using activity management, which is tracked with statuses
Approval process for change requests
Processing of PDF-based smartforms for external approvals (see Configuring Adobe Document Services for Print Scenarios)
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