You can transfer an SAP Solution Manager
standard Roadmap structure into an SAP Portfolio and Project Management
project.
You are familiar with SAP Solution Manager. See http://help.sap.com/solutionmanager.
You are familiar with SAP Portfolio and Project Management. See http://help.sap.com/ppm.
You have authorization for transaction SA38
.
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.
There are two options to start the SAP Portfolio and Project Management
project creation:
By displaying a roadmap
Call transaction RMMAIN
.
Choose in the menu
.The dialog box Select projects with Roadmap Assignment
appears.
Select a roadmap.
Display the roadmap structure by choosing any linked text.
Choose in the menu
.The initial screen of program Create PPM project out of Solution Manager Roadmap structure
appears. The fields Roadmap
and Language
are filled automatically.
Enter a non-existing project number for your SAP Portfolio and Project Management
project and choose a project type using the value help.
You can either choose to create a project or a template.
The option Open project after creation
is selected by default. It will open the project after the system has created it.
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
Call transaction SA38
.
Enter the program RAI_SMCP_RM_XML_DOWNLOAD
and choose Execute
.
Choose an existing roadmap using the value help.
Proceed like described above starting with step 6.