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Function documentationSynchronization

 

You can synchronize related objects within one application (see Vertical Synchronization) or between different applications (see Horizontal Synchronization). This helps to keep data consistent and reduces the need for double data entry. You define which aspects of a particular object are synchronized with another object for both horizontal and vertical synchronization.

Prerequisites

  • You have defined which object pairs can be synchronized with each other in Customizing for SAP Portfolio and Project Management under Start of the navigation path Common Functions Next navigation step Decision Flow Management Settings Next navigation step Define DFM Object Link Types End of the navigation path and Maintain Objects for Synchronization.

  • To enable synchronization between a PS project and the portfolio item, you have maintained settings in Customizing for SAP Portfolio and Project Management under Start of the navigation path Common Functions Next navigation step Decision Flow Management Settings Next navigation step Status Synchronization Next navigation step Batch Report Status Synchronization End of the navigation path .

  • To use mapping functions, you must have switched on the switch Start of the navigation path 0002 Master Switch Next navigation step 0008 Enhanced Capital and Resource Mgmt Switch (see SAP Note 1457426) End of the navigation path in Customizing for SAP Portfolio and Project Management under Start of the navigation path Portfolio Management Next navigation step Global Customizing Next navigation step Global Settings Next navigation step Override Default Global Settings End of the navigation path.

Features

Horizontal and Vertical Synchronization

You use horizontal synchronization to maintain consistency of data across objects in different applications (see Horizontal Synchronization). You use vertical synchronization to maintain consistency of data across objects within one application (see Vertical Synchronization).

Synchronous Versus Asynchronous Synchronization

Object synchronization can be carried out synchronously or asynchronously. You can determine this for the following activities:

  • Create Target Object and Synchronize

  • Update

  • Delete

  • Create with Default Attributes for UI (only relevant for initiative/item synchronization)

You can display the default settings delivered by us in Customizing for SAP Portfolio and Project Management under Start of the navigation path Common Functions Next navigation step Decision Flow Management Settings Next navigation step Define Execution Mode for Synchronization of Objects End of the navigation path.

You can override these default settings in Customizing for SAP Portfolio and Project Management under Start of the navigation path Common Functions Next navigation step Decision Flow Management Settings Next navigation step Define Customer-Specific Execution Mode for Synchronization End of the navigation path.

Initiation of Synchronization

In SAP Portfolio and Project Management, in transaction SE38, an administrator can run the report INM_DFM_SYNCH to manually initiate the synchronization with Project Management or Project System. You can also use this report to reconcile objects in synchronous or asynchronous data synchronization.

Specific Synchronization Settings

You can make synchronization settings for fields of an object that are to be synchronized. You do this for the following:

  • Attribute Synchronization

    • You use attribute synchronization to synchronize fields of an object except for the authorization fields and status field (for example, Location, Start).

    • You maintain scenario IDs for attribute synchronization. By using various scenario IDs, you can specify different attributes to be synchronized.

    • We provide object synchronization structures. These structures map which fields you can use when customizing fields for attribute synchronization.

    • You make settings for attribute synchronization in Customizing for SAP Portfolio and Project Management under Start of the navigation path Common Functions Next navigation step Decision Flow Management Settings Next navigation step Attribute Synchronization End of the navigation path.

    • Mapping Functions

      You can define mapping functions to determine the value of a field on the target object in case there are multiple source objects. For example, you have mapped two network activities (source) to a decision point (target) and you want to synchronize the start dates. Then you can use the Minimum mapping function to map the earlier start date to the decision point start date.

      Note Note

      To use mapping functions, you must have switched on the switch Start of the navigation path 0002 Master Switch Next navigation step 0008 Enhanced Capital and Resource Mgmt Switch (see SAP Note 1457426) End of the navigation path.

      End of the note.

      You can define the mapping functions in Customizing for SAP Portfolio and Project Management under Start of the navigation path Common Functions Next navigation step Decision Flow Management Settings Next navigation step Attribute Synchronization Next navigation step Maintain Mapping Functions End of the navigation path.

      You can use the mapping functions in the Functions column in Customizing for SAP Portfolio and Project Management under Start of the navigation path Common Functions Next navigation step Decision Flow Management Settings Next navigation step Attribute Synchronization Next navigation step Maintain Field Mappings End of the navigation path.

      Note Note

      You can implement the logic for your custom mapping functions as defined in the Customizing activity Maintain Mapping Functions or change the result of the standard mapping functions in Customizing for SAP Portfolio and Project Management under Start of the navigation path Common Functions Next navigation step Business Add-Ins (BAdIs) Next navigation step BAdI: Mapping to Target Object Fields End of the navigation path.

      End of the note.

  • Authorization Synchronization

    You define general authorization activities for DFM, and specify the object pairs in Portfolio and Project Management for which these authorizations are relevant. You then create mappings between authorization activities in Portfolio Management or Project Management and these DFM activities. This synchronization is unidirectional. That is, you must define a relationship twice: once in each direction.

    You make settings for authorization synchronization in Customizing for SAP Portfolio and Project Management under Start of the navigation path Common Functions Next navigation step Decision Flow Management Settings Next navigation step Authorization Synchronization End of the navigation path.

  • Status Synchronization

    You define DFM business transactions (statuses). You use status synchronization to synchronize these DFM business transactions with other object statuses. This synchronization is unidirectional. That is, you must define a relationship twice: once in each direction.

    You make settings for status synchronization in Customizing for SAP Portfolio and Project Management under Start of the navigation path Common Functions Next navigation step Decision Flow Management Settings Next navigation step Status Synchronization End of the navigation path.

Synchronization of Financial Planning Data

Financial data for a PS project linked to a portfolio item can be transferred to Portfolio and Project Management when you create or link a PS project to Portfolio and Project Management.

For more information, see Integration for Item.