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Function documentationGenerating a PPM Project from a Roadmap Locate this document in the navigation structure

 

You can transfer an SAP Solution Manager standard Roadmap structure into an SAP Portfolio and Project Management project.

Prerequisites

Features

The system uses the standard export and import functionality to put a roadmap structure into an SAP Portfolio and Project Management project. The roadmap structure is put in an XML file, which is imported with the standard SAP Portfolio and Project Management project import function.

Special customizing is also needed for this transfer. The following customizing is used to generate the SAP Portfolio and Project Management project:

  • Project type 000000000SAPAGS Service Engagement Project is used to create the project

  • Phase type 00000000SAPAGS1 SAP Engagement Delivery Phase is used for the first level in the roadmap structure

  • Task types:

    • Task type 00000000SAPAGS1 Engagement Task is used for roadmap standard structure node

    • Task type 00000000SAPAGS2 Quality Gate is used for roadmap Milestone. The milestone checkbox at the SAP Portfolio and Project Management project task also needs to be set.

    • Task type 00000000SAPAGS3 Service Package is used for roadmap Service Package

    • Task type 00000000SAPAGS4 Method is used for roadmap Method

    • Task type 00000000SAPAGS5 Output is used for roadmap Output

The optional numbering of the roadmap structure elements is not transferred into the SAP Portfolio and Project Management project. If the structure node titles of the roadmap are longer then the SAP Portfolio and Project Management structure titles, they are truncated, and the roadmap structure titles are also inserted into the field description on the basic data tab in the SAP Portfolio and Project Management project.

Activities

There are two options to start the SAP Portfolio and Project Management project creation:

  • By displaying a roadmap

    1. Call transaction RMMAIN.

    2. Choose in the menu   Roadmap   Other Project  .

      The dialog box Select projects with Roadmap Assignment appears.

    3. Select a roadmap.

    4. Display the roadmap structure by choosing any linked text.

    5. Choose in the menu   Roadmap   Create PPM Project  .

      The initial screen of program Create PPM project out of Solution Manager Roadmap structure appears. The fields Roadmap and Language are filled automatically.

    6. Enter a non-existing project number for your SAP Portfolio and Project Management project and choose a project type using the value help.

    7. You can either choose to create a project or a template.

    8. The option Open project after creation is selected by default. It will open the project after the system has created it.

    9. Choose Execute.

      The SAP Portfolio and Project Management project or template that opens automatically contains the structure of the selected roadmap.

  • By starting the program Create PPM project out of Solution Manager Roadmap structure directly

    1. Call transaction SA38.

    2. Enter the program RAI_SMCP_RM_XML_DOWNLOAD and choose Execute.

    3. Choose an existing roadmap using the value help.

    4. Proceed like described above starting with step 6.