SAP Fiori Apps for the SAP ERP Application PS How to implement defined Fiori apps on top of the SAP Best Practices Baseline packages. Based on the example of US Baseline V3.607 How-to Guide: V1.00 SAP SE Dietmar-Hopp-Allee 16 69190 Walldorf Germany SAP Fiori Apps for the SAP ERP Application PS Copyright © 2014 SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. Please see http://global.sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademark information and notices. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. 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Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions. © SAP SE Page 2 of 49 SAP Fiori Apps for the SAP ERP Application PS Icons Icon Meaning Caution Example Note Recommendation Syntax Typographic Conventions Type Style Description Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options. Cross-references to other documentation. Example text Emphasized words or phrases in body text, titles of graphics and tables. EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE. Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools. EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key. Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. <Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries. © SAP SE Page 3 of 49 SAP Fiori Apps for the SAP ERP Application PS Contents SAP Fiori Apps for ERP Baseline – Application PS ................................................................... 6 1 Purpose of SAP Fiori ........................................................................................................... 6 2 Overview Matrix for PS Fiori Apps ...................................................................................... 7 3 Transactional PS Apps ...................................................................................................... 12 3.1 3.1.1 Description ............................................................................................................. 12 3.1.2 Key Features ......................................................................................................... 12 3.1.3 Business Purpose for Change WBS Element Status ............................................ 12 3.1.4 Procedure .............................................................................................................. 13 3.1.5 Configuration for Baseline Scope Items ................................................................ 13 3.2 Confirm Project Milestone ............................................................................................ 14 3.2.1 Description ............................................................................................................. 14 3.2.2 Key Features ......................................................................................................... 14 3.2.3 Business Purpose for Confirm Project Milestone .................................................. 15 3.2.4 Procedure .............................................................................................................. 15 3.2.5 Configuration for Baseline Scope Items ................................................................ 15 3.3 Confirm Network Activities ........................................................................................... 16 3.3.1 Description ............................................................................................................. 16 3.3.2 Key Features ......................................................................................................... 16 3.3.3 Business Purpose for Confirm Network Activities ................................................. 17 3.3.4 Procedure .............................................................................................................. 17 3.3.5 Configuration for Baseline Scope Items ................................................................ 17 3.4 4 Change WBS Element Status...................................................................................... 12 Change Network Activity Status .................................................................................. 18 3.4.1 Description ............................................................................................................. 18 3.4.2 Key Features ......................................................................................................... 18 3.4.3 Business Purpose for Change Network Activities Status ...................................... 18 3.4.4 Procedure .............................................................................................................. 19 3.4.5 Configuration for Baseline Scope Items ................................................................ 19 Analytical Apps PS ............................................................................................................ 20 4.1 SAP Smart Business Apps for Project Execution ........................................................ 20 4.1.1 Due WBS Element ................................................................................................. 21 4.1.2 Due Network Activities ........................................................................................... 25 4.1.3 Due Project Milestone............................................................................................ 30 4.1.4 WBS Element Cost Variance ................................................................................. 34 © SAP SE Page 4 of 49 SAP Fiori Apps for the SAP ERP Application PS 5 4.1.5 WBS Element Cost at Risk .................................................................................... 38 4.1.6 Project Report ........................................................................................................ 43 Fact Sheets for PS ............................................................................................................ 48 © SAP SE Page 5 of 49 SAP Fiori Apps for the SAP ERP Application PS SAP Fiori Apps for ERP Baseline – Application PS 1 Purpose of SAP Fiori SAP Fiori is a collection of apps that represent the new SAP user experience. SAP Fiori apps have a consistent design language and make use of a common technical infrastructure. They provide a consistent end-to-end user experience and can be used across all device types without creating additional implementation effort. Organized by user role, the SAP Fiori launchpad is the central entry hub to all Fiori apps where users access apps via tiles. The launchpad has services for navigation, personalization, single sign-on, and search. The launchpad and the tiles are flexible and can be adapted to your needs. You can use the search in the SAP Fiori launchpad to perform a cross-entity search through core SAP Business Suite applications. The search uses the SAP NetWeaver Embedded Search technology on a SAP HANA database. New SAP HANA-enabled search models are delivered for core business objects. The Fiori apps focus on critical and common activities and are designed around how people work: Role-based: Fiori apps decompose complex applications into a task-based experience with one central entry point for each user. Responsive: Fiori apps adapt to all sizes, devices, versions, and channels to provide a common user experience across all channels. Simple: Fiori apps follow the 1-1-3 experience (1 user, 1 scenario, 3 screens). They know and provide the right context and meaningful data integration. Coherent user experience with apps that speak the same design language. This implies coherence for common activities as well as coherence for your brand. Instant value with a low barrier to adoption, enabling customers to adapt and users to personalize. Interactive on desktop, tablet, and mobile platforms All UIs are built using state-of-the-art technology such as HTML5 and SAP UI5 mobile. Fiori apps allow you to access the most recent version of your back-end data via OData services. Through previously defined roles and authorizations, you can specify which apps and which data a user is allowed to access. The purpose of this document is to give the user all necessary information around the SAP Fiori apps for PS to be able to run them on top of the SAP Best Practices PS processes. The packages listed below are prerequisites for the configuration described in this guide. You will find references to the documentation belonging to these packages in the corresponding chapters of this document: SAP HANA Live rapid-deployment solution: http://service.sap.com/rds-shl © SAP SE Page 6 of 49 SAP Fiori Apps for the SAP ERP Application PS SAP Fiori Infrastructure rapid-deployment solution: http://service.sap.com/rds-fiori-infrastructure SAP Fiori Apps rapid-deployment solution: http://service.sap.com/rds-fiori-apps 2 Overview Matrix for PS Fiori Apps The following matrix shows the existing Fiori roles available within the PS application and the assigned Fiori apps. The Fiori apps can be used within the mentioned baseline processes and can replace an existing process step. It is important to understand that Fiori apps can replace only single process steps and not a complete process. In other cases, Fiori apps offer functionality to enhance existing processes. © SAP SE Page 7 of 49 SAP Fiori Apps for the SAP ERP Application PS Fiori Role Fiori App Short description SAP_PS_BCR _PROJECTM ANAGER Change WBS Element Status You can change the system and user status of a work breakdown structure element Mapping to scope item (Baseline scenario) IDs FIORI application type HANA mandatory Project with Fixed Price and T&M Billing (196) Transactional No Internal Projects (197) Internal Product Development (210) SAP Best Practices for Chemicals: Overhaul Management (886) and Investment Management in Plant Maintenance (932) SAP Best Practices for Discrete Manufacturing: Engineer-to-Order (ETO) – Project Assembly (240) SAP_PS_BCR _PROJECTM ANAGER Confirm Project Milestone You can confirm the milestones defined in a project SAP Best Practices for Discrete Manufacturing: Engineer-to-Order (ETO) – Project Assembly (240) Transactional No SAP_PS_BCR _PROJECTM ANAGER Confirm Network Activity You can confirm the processing of an activity within a network SAP Best Practices for Chemicals: Overhaul Management (886) Transactional No SAP_PS_BCR _PROJECTM ANAGER Change Network Activity Status You can change the system and user status of a network activity SAP Best Practices for Chemicals: Overhaul Management (886) Transactional No Analytical Yes SAP Best Practices for Discrete Manufacturing: Engineer-to-Order (ETO) – Project Assembly (240) SAP Best Practices for Discrete Manufacturing: Engineer-to-Order (ETO) – Project Assembly (240) SAP Smart Business for Project Execution SAP_PS_BCR _PROJECTM ANAGER_A Due WBS Element This tile shows the number of WBS elements that are due Project with Fixed Price and T&M Billing (196) Internal Projects (197) Internal Product Development (210) SAP Best Practices for Chemicals: Overhaul © SAP SE Page 8 of 49 SAP Fiori Apps for the SAP ERP Application PS Fiori Role Fiori App Short description Mapping to scope item (Baseline scenario) IDs FIORI application type HANA mandatory Analytical Yes Management (886) and Investment Management in Plant Maintenance (932) SAP Best Practices for Discrete Manufacturing: Engineer-to-Order (ETO) – Project Assembly (240) SAP_PS_BCR _PROJECTM ANAGER_A Due Network Activities Tile shows number of network activities that are due SAP Best Practices for Chemicals: Overhaul Management (886) SAP_PS_BCR _PROJECTM ANAGER_A Due Project Milestones Tile shows number of project milestones that are due SAP Best Practices for Discrete Manufacturing: Engineer-to-Order (ETO) – Project Assembly (240) Analytical Yes SAP_PS_BCR _PROJECTM ANAGER_A WBS Element Cost Variance This tile shows the number of WBS elements that are exceeding planned costs Project with Fixed Price and T&M Billing (196) Analytical Yes Analytical Yes SAP Best Practices for Discrete Manufacturing: Engineer-to-Order (ETO) – Project Assembly (240) Internal Projects (197) Internal Product Development (210) SAP Best Practices for Chemicals: Overhaul Management (886) and Investment Management in Plant Maintenance (932) SAP Best Practices for Discrete Manufacturing: Engineer-to-Order (ETO) – Project Assembly (240) SAP_PS_BCR _PROJECTM ANAGER_A WBS Element Costs at Risk This tile shows the number of WBS elements that are approaching close to planned costs Project with Fixed Price and T&M Billing (196) Internal Projects (197) Internal Product Development (210) SAP Best Practices for Chemicals: Overhaul Management (886) and Investment Management in Plant Maintenance (932) © SAP SE Page 9 of 49 SAP Fiori Apps for the SAP ERP Application PS Fiori Role Fiori App Short description Mapping to scope item (Baseline scenario) IDs FIORI application type HANA mandatory Analytical Yes Fact sheet Yes Fact sheet Yes SAP Best Practices for Discrete Manufacturing: Engineer-to-Order (ETO) – Project Assembly (240) SAP_PS_BCR _PROJECTM ANAGER_A Project Report Used to analyze project details such as overview, scheduling, finance, procurement, and risks related information Project with Fixed Price and T&M Billing (196) Internal Projects (197) Internal Product Development (210) SAP Best Practices for Chemicals: Overhaul Management (886) and Investment Management in Plant Maintenance (932) SAP Best Practices for Discrete Manufacturing: Engineer-to-Order (ETO) – Project Assembly (240) Fact sheets Project Definition WBS elements © SAP SE This fact sheet displays contextual information about a project. You can navigate to its related business objects and access related transactions in operational systems Project with Fixed Price and T&M Billing (196) This fact sheet displays contextual information about a work breakdown structure (WBS) element in a project structure. You can navigate to its related business objects and access related Project with Fixed Price and T&M Billing (196) Internal Projects (197) Internal Product Development (210) SAP Best Practices for Chemicals: Overhaul Management (886) and Investment Management in Plant Maintenance (932) SAP Best Practices for Discrete Manufacturing: Engineer-to-Order (ETO) – Project Assembly (240) Internal Projects (197) Internal Product Development (210) SAP Best Practices for Chemicals: Overhaul Management (886) and Investment Management Page 10 of 49 SAP Fiori Apps for the SAP ERP Application PS Fiori Role Fiori App Network Network Activity Activity Confirmation Project Milestone © SAP SE Short description Mapping to scope item (Baseline scenario) IDs FIORI application type HANA mandatory transactions in operational systems in Plant Maintenance (932) SAP Best Practices for Discrete Manufacturing: Engineer-to-Order (ETO) – Project Assembly (240) This fact sheet displays contextual information about a network in a project. You can navigate to its related business objects and access related transactions in operational systems. This fact sheet displays contextual information about a network activity in a project. You can navigate to its related business objects and access related transactions in operational systems This fact sheet displays contextual information about individual confirmations for each network activity. You can navigate to its related business objects and access related transactions in operational systems This fact sheet displays contextual information about a milestone in a project. You can navigate to its related business objects. SAP Best Practices for Chemicals: Overhaul Management (886) SAP Best Practices for Discrete Manufacturing: Engineer-to-Order (ETO) – Project Assembly (240) Fact sheet Yes SAP Best Practices for Chemicals: Overhaul Management (886) SAP Best Practices for Discrete Manufacturing: Engineer-to-Order (ETO) – Project Assembly (240) Fact sheet Yes SAP Best Practices for Chemicals: Overhaul Management (886) SAP Best Practices for Discrete Manufacturing: Engineer-to-Order (ETO) – Project Assembly (240) Fact sheet Yes SAP Best Practices for Discrete Manufacturing: Engineer-to-Order (ETO) – Project Assembly (240) Fact sheet Yes Page 11 of 49 SAP Fiori Apps for the SAP ERP Application PS 3 Transactional PS Apps In the following, the necessary configuration steps for the activation and usage of the app are mentioned in a short checklist. Details are described in the relevant configuration guides for the SAP Fiori Apps rapid-deployment solution, SAP HANA Live rapid-deployment solution and SAP Fiori Infrastructure rapid-deployment solution. 3.1 Change WBS Element Status 3.1.1 Description With the Change WBS Element Status transactional app, you can change the system and user status of a work breakdown structure element. 3.1.2 Key Features You can inherit a user status to all sub-objects of a WBS element. Prior to setting the user status to all sub-objects, you can analyze the inheritance summary for all lower level objects of the selected WBS element: Change the system and user status of a work breakdown structure element Easily change to a system status / user status of a WBS element 3.1.3 Business Purpose for Change WBS Element Status This app can be seen as an enhancement of our existing baseline scope items. You can change the WBS Element status easily in one interface: select WBS element, check the status and conveniently change it by selecting from a list of statuses. You may use this app for the following scope items: Project with Fixed Price and T&M Billing (196) Project C/XXXX WBS Element C/XXXX-0010 Internal Projects (197) Project S-00XX WBS Element S-00XX-10 Internal Product Development (210) Project P-O1XXX WBS Element P-O1XXX-03 SAP Best Practices for Chemicals: Overhaul Management (886) Project 1000-OM-XXXX-XXX WBS Element 1000-OM-XXXX-XXX-XX © SAP SE Page 12 of 49 SAP Fiori Apps for the SAP ERP Application PS Investment Management in Plant Maintenance (932) Project 1000-INV-XXXX-XXX 1000-PM-XXXX-XXX WBS Element 1000-INV-XXXX-XXX-XX 1000-PM-XXXX-XXX-XX SAP Best Practices for Discrete Manufacturing: Engineer-to-Order (ETO) – Project Assembly (240) Project M-OPXXX WBS Element M-OPXXX-XX 3.1.4 Procedure 1. Launch the SAP Fiori system via the appropriate URL and log on with the appropriate user and password. 2. On the application’s home page, choose the option Change WBS element status. 3. A list of WBS elements appears. Select one or use the Search field to find an element (search by element title), and then select the element. 4. You can also select Group by to display the WBS elements by project. 5. Change a status by choosing Set System Status. 6. A list of System Status appears. Select the proper status and choose Set. 7. It is possible to change the user status with or without number by choosing the user button. After choosing the correct user status, it is possible to inherit the status to all sub-objects. If you select the check box, you must choose Check and verify the correctness of the rule. Afterwards, choose Set User Status. 3.1.5 Configuration for Baseline Scope Items In the following, the necessary configuration steps for the activation and usage of the app are mentioned in a short checklist. Details are described in the relevant configuration guides for the SAP Fiori Apps rapid-deployment solution, SAP HANA Live rapid-deployment solution and SAP Fiori Infrastructure rapid-deployment solution. 1. User role in the back-end system via transaction PFCG: Assign the necessary back-end role for the SAP Fiori apps in the ERP system to the user used for the launchpad logon. Change WBS Element Status SAP_PS_WBSELSTS_CHG_APP 2. Activation of gateway service in the SAP gateway server with transaction /IWFND/MAINT_SERVICE : See the details on how to perform this step in the configuration guide SAP Generic Fiori Enablement Guide (MF1), chapter Activation of Gateway Service in SAP NetWeaver Gateway, and use the following values: © SAP SE Page 13 of 49 SAP Fiori Apps for the SAP ERP Application PS Fiori App Name Field Name Entry Value Change WBS Element Status System Alias <SYSTEM ALIAS of ERP> External Service Name PS_WBSELEMENTSTATUSCHANGE_SRV (1) 3. Activate gateway and UI5 services with transaction SICF in the gateway server: See the details on how to perform this step in the configuration guide SAP Generic Fiori Enablement Guide (MF1), chapter Activate Gateway and UI5 Services. Fiori App Name Service Path Service Name Change WBS Element Status sap → opu → odata → sap PS_WBSELEMENTSTATUSCHANGE_SRV (1) sap → bc → ui5_ui5 →sap PS_WBSELSTS_CHG 4. Assign a user to the SAP Fiori launchpad: See the details on how to perform this step in the configuration guide SAP Generic Fiori Enablement Guide (MF1), chapter Assign a User to the SAP Fiori launchpad, and use the following values. The role must be assigned to the user used during launchpad logon with transaction PFCG. The user needs to be maintained in the gateway server. Change WBS Element Status Role SAP_PS_BCR_PROJECTMANAGER For more information, refer to the following configuration guides in the SAP Help Portal: Generic enablement of SAP Fiori (MF1) SAP Fiori Apps for SAP ERP – Logistics (MEV) The Change WBS Element Status app does not require any additional Customizing to be able to run on the SAP Best Practices Baseline Customizing. 3.2 Confirm Project Milestone 3.2.1 Description With the Confirm Project Milestone transactional app, you can confirm the milestones defined in a project. 3.2.2 Key Features A milestone is used to mark the transition between various phases. If you have completed such a milestone in the course of a project, you can set the actual date and subsequently confirm the milestone: View the Project Milestones list grouped by project in detail Confirm the milestones defined in a project © SAP SE Page 14 of 49 SAP Fiori Apps for the SAP ERP Application PS 3.2.3 Business Purpose for Confirm Project Milestone This app can be seen as an enhancement of our existing baseline scope items. You can confirm a milestone easily in one interface: select a milestone and conveniently confirm it by inserting the actual date. .You may use this app for the following Industry scope items: SAP Best Practices for Discrete Manufacturing Engineer-to-Order (ETO) – Project Assembly (240) Project M-OPXXX WBS Element M-OPXXX-XX Network Network 40000XX assigned to WBS Element M-OPXXX Milestone Milestone assigned to network activities 40000XX-0010; 40000XX-0060 … 3.2.4 Procedure 1. Launch the SAP Fiori system via the appropriate URL and log on with the appropriate user and password. 2. On the application’s home page, choose the option SAP Confirm Project Milestone. A list of project milestones is displayed. 3. Select one or use the Search field to find a milestone (search by Project/WBS element/Network or by milestone title), and then select the milestone. You can also group milestones by project by choosing Group by and select By Project. The milestone details are displayed on the right-hand side of the screen. 4. To confirm the milestone, insert an Actual Milestone Date and choose Confirm. 3.2.5 Configuration for Baseline Scope Items In the following, the necessary configuration steps for the activation and usage of the app are mentioned in a short checklist. Details are described in the relevant configuration guides for the SAP Fiori Apps rapid-deployment solution, SAP HANA Live rapid-deployment solution and SAP Fiori Infrastructure rapid-deployment solution. 1. User role in the back-end system via transaction PFCG: Assign the necessary back-end role for the SAP Fiori apps in the ERP system to the user used for the launchpad logon. Confirm Project Milestone SAP_PS_MLST_CONF_APP 2. Activation of gateway service in the SAP gateway server with transaction /IWFND/MAINT_SERVICE : See the details on how to perform this step in the configuration guide SAP Generic Fiori Enablement Guide (MF1), chapter Activation of Gateway Service in SAP NetWeaver Gateway, and use the following values: © SAP SE Page 15 of 49 SAP Fiori Apps for the SAP ERP Application PS Fiori App Name Field Name Entry Value Confirm Project Milestone System Alias <SYSTEM ALIAS of ERP> External Service Name PS_MILESTONE_CONFIRM 3. Activate gateway and UI5 services with transaction SICF in the gateway server: See the details on how to perform this step in the configuration guide SAP Generic Fiori Enablement Guide (MF1), chapter Activate Gateway and UI5 Services. Fiori App Name Service Path Service Name Confirm Project Milestone sap → opu → odata → sap PS_MILESTONE_CONFIRM sap → bc → ui5_ui5 →sap PS_MLST_CONF 4. Assign a user to the SAP Fiori launchpad See the details on how to perform this step in the configuration guide SAP Generic Fiori Enablement Guide (MF1), chapter Assign a User to the SAP Fiori launchpad, and use the following values. The role must be assigned to the user used during launchpad logon with transaction PFCG. The user needs to be maintained in the gateway server. Confirm Project Milestone Role SAP_PS_BCR_PROJECTMANAGER For more information, refer to the following configuration guides in the SAP Help Portal: Generic enablement of SAP Fiori (MF1) SAP Fiori Apps for SAP ERP – Logistics (MEV) The Confirm Project Milestone app does not require any additional Customizing to run on the SAP Best Practices Baseline Customizing. 3.3 Confirm Network Activities 3.3.1 Description With the transactional app Confirm Network Activity, you can confirm the processing of an activity within a network. 3.3.2 Key Features A network activity confirmation documents the state of processing for activities and activity elements in a network, and can be used to forecast progress in the future: A network activity confirmation documents the state of processing for activities and activity elements in a network, and can be used to forecast progress in the future. Confirm the processing of an activity within a network. © SAP SE Page 16 of 49 SAP Fiori Apps for the SAP ERP Application PS 3.3.3 Business Purpose for Confirm Network Activities This app can be seen as an enhancement of our existing baseline scope items. You can confirm a network activity easily in one interface: you can display all necessary information (dates, hours) and conveniently confirm a network activity. .You may use this app for the following Industry scope items: SAP Best Practices for Chemicals: Overhaul Management (886) Network Network 40000XX assigned to WBS Element 1000-OM-XXXX-XXX-XX SAP Best Practices for Discrete Manufacturing: Engineer-to-Order (ETO) – Project Assembly (240) Network Network 40000XX assigned to WBS Element M-OPXXX 3.3.4 Procedure 1. Launch the SAP Fiori system via the appropriate URL and log on with the appropriate user and password. 2. On the application’s home page, choose the option Confirm Network Activities. A list of activities appears. Select one or use the Search field to find an activity (search by activity name or Network number), and then select the activity. 3. You can also select Group by to display the activities grouped by project. The activity details appear. 4. The Report Processing and Report Date fields appear. In these input fields, you can update the actual hours and calculate the remaining hours as well as the percentage based on the forecast. To calculate the remaining hours and percentage, choose Calculate. 5. It is also possible to update the Actual Start, Actual Finish and Forecast Finish dates. 6. After filling in all the required fields (without using 100% of the hours), choose Confirm to update the activity plan. To confirm the activity completely, choose Final Confirmation. 3.3.5 Configuration for Baseline Scope Items In the following, the necessary configuration steps for the activation and usage of the app are mentioned in a short checklist. Details are described in the relevant configuration guides for the SAP Fiori Apps rapid-deployment solution, SAP HANA Live rapid-deployment solution and SAP Fiori Infrastructure rapid-deployment solution. 1. User role in the back-end system via transaction PFCG: Assign the necessary back-end role for the SAP Fiori apps in the ERP system to the user used for the launchpad logon. © SAP SE Page 17 of 49 SAP Fiori Apps for the SAP ERP Application PS Confirm Network Activity SAP_PS_ACTY_CONF_APP 2. Activation of gateway service in the SAP gateway server with transaction /IWFND/MAINT_SERVICE : See the details on how to perform this step in the configuration guide SAP Generic Fiori Enablement Guide (MF1), chapter Activation of Gateway Service in SAP NetWeaver Gateway, and use the following values: Fiori App Name Field Name Entry Value Confirm Network Activity System Alias <SYSTEM ALIAS of ERP> External Service Name PS_ACTIVITY_CONFIRM 3. Activate gateway and UI5 services with transaction SICF in the gateway server: See the details on how to perform this step in the configuration guide SAP Generic Fiori Enablement Guide (MF1), chapter Activate Gateway and UI5 Services. Fiori App Name Service Path Service Name Confirm Network Activity sap → opu → odata → sap PS_ACTIVITY_CONFIRM sap → bc → ui5_ui5 →sap PS_ACTY_CONF 4. Assign a user to the SAP Fiori launchpad See the details on how to perform this step in the configuration guide SAP Generic Fiori Enablement Guide (MF1), chapter Assign a User to the SAP Fiori launchpad, and use the following values. The role must be assigned to the user used during launchpad logon with transaction PFCG. The user needs to be maintained in the gateway server. Confirm Network Activity Role SAP_PS_BCR_PROJECTMANAGER For more information, refer to the following configuration guides in the SAP Help Portal: Generic enablement of SAP Fiori (MF1) SAP Fiori Apps for SAP ERP – Logistics (MEV) 3.4 Change Network Activity Status 3.4.1 Description With the transactional app Change Network Activity Status you can change the system and user status of a network activity. 3.4.2 Key Features You can inherit a user status to all sub-objects of a network activity. Prior to setting the user status to all sub-objects, you can analyze the inheritance summary for all lower level objects of the selected network activity. 3.4.3 Business Purpose for Change Network Activities Status This app can be seen as an enhancement of our existing baseline scope items. © SAP SE Page 18 of 49 SAP Fiori Apps for the SAP ERP Application PS You can change the status of network activities easily in one interface: select a network activity, check the status and conveniently change it by selecting from a status list. .You may use this app for the following Industry scope items: SAP Best Practices for Chemicals: Overhaul Management (886) Network Network 40000XX assigned to WBS Element 1000-OM-XXXX-XXX-XX SAP Best Practices for Discrete Manufacturing: Engineer-to-Order (ETO) – Project Assembly (240) Network Network 40000XX assigned to WBS Element M-OPXXX 3.4.4 Procedure 1. Launch the SAP Fiori system via the appropriate URL and log on with the appropriate user and password. 2. On the application’s home page, choose the option Change Network Activity status. A list of network activities appears. 3. Use the Search field to find an activity (search by activity title, network number or WBS element), and then select the activity. You can also select Group by to display the Network Activity by project. 4. To add a status, choose Set System Status. A list of system status appears. 5. Select the proper status and choose Set. It is possible to change the user status with or without number by choosing the user button. If you select the check box, you must choose Check and verify the correctness of the rule. Afterwards, choose Set User Status. 3.4.5 Configuration for Baseline Scope Items In the following, the necessary configuration steps for the activation and usage of the app are mentioned in a short checklist. Details are described in the relevant configuration guides for the SAP Fiori Apps rapid-deployment solution, SAP HANA Live rapid-deployment solution and SAP Fiori Infrastructure rapid-deployment solution. 1. User role in the back-end system via transaction PFCG: Assign the necessary back-end role for the SAP Fiori apps in the ERP system to the user used for the launchpad logon. Change Network Activity Status SAP_PS_ACTY_STATUS_CHG_APP 2. Activation of gateway service in the SAP gateway server with transaction /IWFND/MAINT_SERVICE : See the details on how to perform this step in the configuration guide SAP Generic Fiori Enablement Guide (MF1), chapter Activation of Gateway Service in SAP NetWeaver Gateway, and use the following values: © SAP SE Page 19 of 49 SAP Fiori Apps for the SAP ERP Application PS Fiori App Name Field Name Entry Value Change Network Activity Status System Alias <SYSTEM ALIAS of ERP> External Service Name PS_NTWKACTVTSTATCHG_SRV 3. Activate gateway and UI5 services with transaction SICF in the gateway server: See the details on how to perform this step in the configuration guide SAP Generic Fiori Enablement Guide (MF1), chapter Activate Gateway and UI5 Services. Fiori App Name Service Path Service Name Change Network Activity Status sap → opu → odata → sap PS_NTWKACTVTSTATCHG_SRV sap → bc → ui5_ui5 →sap PS_ACTYSTAT_CHG 4. Assign a user to the SAP Fiori launchpad See the details on how to perform this step in the configuration guide SAP Generic Fiori Enablement Guide (MF1), chapter Assign a User to the SAP Fiori launchpad, and use the following values. The role must be assigned to the user used during launchpad logon with transaction PFCG. The user needs to be maintained in the gateway server. Change Network Activity Status Role SAP_PS_BCR_PROJECTMANAGER For more information, refer to the SAP Library documentation in the SAP Help Portal: http://help.sap.com/fiori_products → SAP Fiori for SAP ERP → SAP Fiori Transactional Apps for SAP ERP 1.0 → Change Network Activity Status The Confirm Network Activity app does not require any additional Customizing to run on the SAP Best Practices Baseline Customizing. 4 Analytical Apps PS 4.1 SAP Smart Business Apps for Project Execution SAP Smart Business applications provide insight into the real-time operations of your business by collecting and displaying KPIs and reports directly in your browser. SAP Smart Business for Project Execution is a collection providing an overview of the most important key operational and performance indicators for a project manager, planner or controller. This application provides you with information specific to various components involved in the execution of a project such as: Identify which objects of a project structure are due or overdue. Analyze the cost at risk, cost and revenue variance for a work breakdown structure element. © SAP SE Page 20 of 49 SAP Fiori Apps for the SAP ERP Application PS Analyze the progress of a project using a comprehensive project report that depicts cost, revenue, scheduling, procurement and work related details. SAP Smart Business for project execution provides pre-configured custom drill-down application, there is no additional configuration needed. You need to assign users the necessary business role (SAP_PS_BCR_PROJECTMANAGER_A) and specify the correct semantic object/action when defining the KPI. SAP Smart Business for Project Execution Role SAP_PS_BCR_PROJECTMANAGER_A You may use the following apps as an enhancement of the existing SAP Best Practices Baseline or Industry scope items: Due WBS Element Due Network Activities Due Project Milestone WBS Element Cost Variance WBS Element Cost at Risk Due Project PO Items Project Report In addition, you may use the following apps: Overdue WBS Element Overdue Network Activities Overdue Project Milestone 4.1.1 Due WBS Element 4.1.1.1 Description This analytical app displays the Key Performance Indicator (KPI) Due WBS Elements. You can display all work breakdown structure (WBS) elements that are due to start or finish across projects. 4.1.1.2 Key Features Enables you to drill-down to specific details of the WBS element. Displays the partial project hierarchy structure from the selected WBS element up to the project definition. Calculates the number of days by which a WBS element is due to start or finish. This calculation is done with reference to the latest scheduled dates of the WBS element. If this date is not available, the calculation rule uses the basic dates. © SAP SE Page 21 of 49 SAP Fiori Apps for the SAP ERP Application PS You can group the WBS elements based on the project it belongs to or a range of days by which the WBS element is due. You can filter the WBS elements based on any of the following options: o Range of days due o Project o WBS Element o Level You can navigate to related transactional apps and fact sheets. Integration with the SAP Jam collaboration platform. 4.1.1.3 Business Purpose of SAP Smart Business Due WBS Element This app can be seen as an enhancement of our existing baseline scope items; a project manager for example can quickly get an overview about the start/finish date of a WBS element. You may use this app for the following scope items: Project with Fixed Price and T&M Billing (196) Internal Projects (197) Internal Product Development (210) SAP Best Practices for Chemicals: Overhaul Management (886) and Investment Management in Plant Maintenance (932) SAP Best Practices for Discrete Manufacturing: Engineer-to-Order (ETO) – Project Assembly (240) 4.1.1.4 How to Access and Use the App The SAP Fiori launchpad is the entry point to SAP Fiori apps on mobile or desktop devices. Additionally, it can be enriched with specific analytical reports. The SAP Fiori launchpad displays various tiles. The user can choose a tile and navigate to the drill-down defined for the tile. 1. Launch SAP Fiori launchpad in your browser (example URL: https://[server]:[port]/sap/bc/ui5_ui5/ui2/ushell/shells/abap/FioriLaunchpad.html). 2. On the home screen, choose Show Groups in the upper left corner. A panel with all available groups appears on the left side. 3. Choose the group you have created for this app, for example, SAP Smart Business for Project Execution. 4. All the tiles you have configured for this app will appear on your screen under this group. 5. If you have defined generic drill-down or custom drill-down for a tile, you can choose the tile and it will direct you to the drill-down app. 6. If generic drill-down has been defined, you can see below information based on your configuration: © SAP SE Page 22 of 49 SAP Fiori Apps for the SAP ERP Application PS If you have enabled KPI Header Details, you can see the warning and critical information prefilled from the KPI evaluation defined, and also a trend chart if time series is enabled and defined. If you have enabled Filter functionality, you can see the filters you have specified appearing on the screen, of which you can choose a value to filter on the views below. The views you have defined will also be shown. If multiple views have been defined, you can use the dropdown box to switch between them. 4.1.1.5 Configuration for Baseline The necessary configuration steps for the activation and usage of these apps are described in the relevant configuration guides. Please refer to the following guides: SMP Quick Link: http://service.sap.com/rds-shl HANA Model Configuration – SAP Smart Business Cockpits (H70) HTLM5 App Configuration - SAP Smart Business Cockpits (H71) HTLM5 App Configuration - SAP Smart Business for Project Execution (H72) KPI Definition 1. Launch KPI Modeler in your browser (example URL: https://[server]:[port]/sap/bc/ui5_ui5/sap/ca_kpi/modeler/index.html). 2. Choose the action menu at the left bottom side. In the pop-up list, choose Add KPI. 3. On the Add New KPI screen, fill in the below information as in the example below: Field Name Value Mandatory KPI Code sap.hba.ecc.ps.DueWBSElements X KPI Title Due WBS Elements X Short Description Tile shows Number of WBS Elements that are Due Semantic Object WBSElement Action processDueWBSElements Tags Due, WBS Elements Improvement Direction Target X Value Type Number X OData Path /sap/hba/r/ecc/odata/ps/kpi.xsodata X Entity Set WBSElementDatesQueryResults X Measure NumberOfWBSElementsDue X KPI Owner 4. Choose Save and Continue. © SAP SE Page 23 of 49 SAP Fiori Apps for the SAP ERP Application PS Add Evaluation 1. Choose the Evaluations button and choose Add Evaluation. On the Add Evaluation screen, you can create or apply a variant, maintain parameters, thresholds, trends, and set authorizations for users. Fill in the following information as in the example below: Tab Apply Variant: Field Name Value Mandatory Variant ID sap.hba.ecc.ps.DueWBSElements X Variant Title Due WBS Elements Description <enter a description> OData Path Prefilled from the KPI definition Entity Set Prefilled from the KPI definition Related Tags Filter Settings Here you can define a filter, for example: SAPClient: equal to 120 Input Parameters Tab Parameters: Field Name Value Mandatory Evaluation Text For example: my Projects X (The Evaluation Text appears on the tile in the launchpad.) Scaling Factor Select the appropriate scaling factor based on the expected KPI value: For example: Automatic Tags Unit Decimal 0000 X Tab Target and Thresholds: Field Name Value Mandatory Improvement Direction From KPI definition X Warning High* Indicates threshold value for KPI (is displayed yellow) – for example, 0 Critical High* Indicates threshold value for KPI (is displayed red) - for example, 0 © SAP SE Page 24 of 49 SAP Fiori Apps for the SAP ERP Application PS Target Warning Critical You have defined your target KPI with target value 500, you have set the “Warning High” to 550 and the “Critical High” to 600. This means, if the KPI value exceeds 500, the color code with which it is displayed is yellow. If the value exceeds 550, it is displayed red. 2. Choose Next. 3. On the Apply Trend screen, choose Activate and authorize. Select the users who should be able to use this KPI. 4. Choose Finish. 5. Activate the KPI. Go back to the home screen of the KPI modeler. Enter the KPI name in the Search field in the right upper corner and press Enter. Click the KPI tile. To activate the KPI, choose Activate. Tile Type 1. Open the menu to access Visualizations in the lower left corner. 2. Select the evaluation by entering the name into the search field. 3. Choose Add Tile in the lower right corner and enter the following values: Field Name Value Tile Type KPI Tile Tile Format Numeric Tile 4. Display SAP Smart Business KPI in the SAP Fiori launchpad: Log on to the Launchpad with the user you assigned the KPI to. Open the groups menu and create your own group (optional). Open the tile catalog (make sure you have the necessary roles assigned). Search your tile and assign it to your group. 4.1.2 Due Network Activities 4.1.2.1 Description This analytical app displays the Key Performance Indicator (KPI) Due Network Activities. You can display all network activities that are due to start or finish across projects. © SAP SE Page 25 of 49 SAP Fiori Apps for the SAP ERP Application PS 4.1.2.2 Key Features Enables you to drill-down to specific details of the network activity. Displays the partial project hierarchy structure from the selected network activity up to the project definition. Calculates the number of days by which a network activity is due to start or finish. This calculation is done with reference to the latest scheduled dates of the network activity. If this date is not available, the calculation rule uses the basic dates. You can group the network activities based on a range of days due. You can filter the network activities based on any of the following options: o Range of days due o Project o Network o Activity type You can navigate to related transactional apps and fact sheets. Integration with the SAP Jam collaboration platform. 4.1.2.3 Business Purpose of SAP Smart Business Due Network Activities This app can be seen as an enhancement of our existing baseline scope items; a Project Manager, for example, can quickly get an overview about the number of days by which a network activity is due to start or finish. You may consider this app for the following scope items: SAP Best Practices for Chemicals: Overhaul Management (886) SAP Best Practices for Discrete Manufacturing: Engineer-to-Order (ETO) – Project Assembly (240) 4.1.2.4 How to Access and Use the App The SAP Fiori launchpad is the entry point to Fiori apps on mobile or desktop devices. Additionally, it can be enriched with specific analytical reports. The SAP Fiori launchpad displays various tiles. The user can choose a tile and navigate directly to the drill-down defined for the tile. 1. Launch SAP Fiori launchpad in your browser (example URL: https://[server]:[port]/sap/bc/ui5_ui5/ui2/ushell/shells/abap/FioriLaunchpad.html). 2. On the home screen, choose Show Groups in the upper left corner. A panel with all available groups appears on the left side. 3. Choose the group you have created for this app, for example, SAP Smart Business for Project Execution. 4. All the tiles you have configured for this app will appear on your screen under this group. © SAP SE Page 26 of 49 SAP Fiori Apps for the SAP ERP Application PS 5. If you have defined generic drill-down or custom drill-down for a tile, you can choose the tile, and it will direct you to the drill-down app. 6. If generic drill-down has been defined, you can see the below information based on your configuration: If you have enabled KPI Header Details, you can see the warning and critical information prefilled from the KPI evaluation defined and also a trend chart if time series is enabled and defined. If you have enabled Filter functionality, you can see the filters you have specified appearing on the screen, of which you can choose a value to filter on the views below. The views you have defined will also be shown. If multiple views have been defined, you can use the dropdown box to switch between them. 4.1.2.5 Configuration for Baseline The necessary configuration steps for the activation and usage of these apps are described in the relevant configuration guides. Please refer to the following guides: SMP Quick Link: http://service.sap.com/rds-shl HANA Model Configuration – SAP Smart Business Cockpits (H70) HTLM5 App Configuration - SAP Smart Business Cockpits (H71) HTLM5 App Configuration - SAP Smart Business for Project Execution (H72) KPI Definition 1. Launch the KPI Modeler in your browser (example URL: https://[server]:[port]/sap/bc/ui5_ui5/sap/ca_kpi/modeler/index.html). 2. Choose the action menu at the left bottom side. In the pop- up list, choose Add KPI. 3. On the Add New KPI screen, fill in the below information as in the example below: Field Name Value Mandatory KPI Code sap.hba.ecc.ps.DueNetworkActivities X KPI Title Due Network Activities X Short Description Tile shows Number of Network Activities that are Due Semantic Object NetworkActivity Action processDueActivities Tags Due, Network Activity, Activity Improvement Direction Target X Value Type Number X KPI Owner © SAP SE Page 27 of 49 SAP Fiori Apps for the SAP ERP Application PS OData Path /sap/hba/r/ecc/odata/ps/kpi.xsodata X Entity Set NetworkActivityDatesQueryResults X Measure NumberOfActivitiesDue X 4. Choose Save and Continue. Add Evaluation 1. Select the Evaluations button and select Add Evaluation. On the Add Evaluation screen, you can create or apply a variant, maintain parameters, thresholds, trends and set the authorizations for the users. Fill in the below information as in the example below: Tab Apply Variant Field Name Value Mandatory Variant ID sap.hba.ecc.ps.DueNetworkActivities X Variant Title Due Network Activities X Description <enter a description> OData Path Prefilled from the KPI definition Entity Set Prefilled from the KPI definition Related Tags Filter Settings Here you can define a filter, for example, SAPClient: equal to 120 Project: greater than M-OP000 SAP Client and Project are mandatory Input Parameters Tab Parameters Field Name Value Mandatory Evaluation Text For example, my Projects X (The Evaluation Text appears on the tile in the launchpad.) Scaling Factor Select the appropriate scaling factor based on the expected KPI value: For example, Automatic Tags Unit Decimal 0000 X Tab Target and Thresholds Field Name © SAP SE Value Mandatory Page 28 of 49 SAP Fiori Apps for the SAP ERP Application PS Improvement Direction From KPI definition Warning High* Indicates threshold value for KPI (is displayed yellow) – for example, 0 Critical High* Indicates threshold value for KPI (is displayed red) - for example, 0 X Target Warning Critical You have defined your target KPI with target value 500, you have set the “Warning High” to 550 and the “Critical High” to 600. This means, if the KPI value exceeds 500, the color code with which it is displayed is yellow. If the value exceeds 550, it is displayed red. 2. Choose Next. 3. On the Apply Trend screen, choose Activate and authorize. Select the users who should be able to use this KPI. 4. Choose Finish. 5. Activate the KPI. Go back to the home screen of the KPI modeler. Enter the KPI name in the Search field in the right upper corner and press Enter. Click the KPI tile. To activate the KPI, choose Activate. Tile Type 1. Open the menu to access Visualizations in the lower left corner. 2. Select the evaluation by entering the name into the search field. 3. Press Add Tile in the lower right corner and enter the following values Field Name Value Tile Type KPI Tile Tile Format Numeric Tile 4. Display SAP Smart Business KPI in the SAP Fiori launchpad: Log on to the Launchpad with the user you assigned the KPI to. Open the groups menu and create your own group (optional) Open the tile catalog (make sure you have the necessary roles assigned) Search your tile and assign to your group © SAP SE Page 29 of 49 SAP Fiori Apps for the SAP ERP Application PS 4.1.3 Due Project Milestone 4.1.3.1 Description This analytical app displays the Key Performance Indicator (KPI) Due Project Milestones. You can display all milestones that are due to be confirmed across projects. 4.1.3.2 Key Features Enables you to view the percentage of completion of a project milestone along with project details. Displays the partial project hierarchy structure from the project milestone up to the project definition. Calculates the number of days by which a project milestone is due with reference to the basic scheduled date. In the absence of this, the calculation rule uses the basic fixed date. You can group the milestones based on the project it belongs to or the days by which it is overdue. You can filter the milestones based on any of the following: o Range of days due o Project o Usage Description You can navigate to related transactional apps and fact sheets. Integration with the SAP Jam collaboration platform. 4.1.3.3 Business Purpose of SAP Smart Business Due Project Milestone This app can be seen as an enhancement of our existing baseline scope items; a project manager for example can quickly get an overview about the number of days by which a project milestone is due with reference to the basic scheduled date. You may consider this app for the following scope item: SAP Best Practices for Discrete Manufacturing: Engineer-to-Order (ETO) – Project Assembly (240) 4.1.3.4 How to Access and Use the App The SAP Fiori launchpad is the entry point to Fiori apps on mobile or desktop devices. Additionally, it can be enriched with specific analytical reports. The SAP Fiori launchpad displays various tiles. The user can choose a tile and navigate directly to the drill-down defined for the tile. 1. Launch SAP Fiori launchpad in your browser (example URL: https://[server]:[port]/sap/bc/ui5_ui5/ui2/ushell/shells/abap/FioriLaunchpad.html). 2. On the home screen, choose Show Groups in the upper left corner. A panel with all available groups appears on the left side. © SAP SE Page 30 of 49 SAP Fiori Apps for the SAP ERP Application PS 3. Choose the group you have created for this app, for example, SAP Smart Business for Project Execution. 4. All the tiles you have configured for this app will appear on your screen under this group. 5. If you have defined generic drill-down or custom drill-down for a tile, you can choose the tile, and it will direct you to the drill-down app. 6. If generic drill-down has been defined, you can see the below information based on your configuration: If you have enabled KPI Header Details, you should be able to see the warning and critical information prefilled from the KPI evaluation defined, and also a trend chart if time series is enabled and defined. If you have enabled Filter functionality, you should be to see the filters you have specified appearing on the screen, of which you can choose a value to filter on the views below. The views you have defined will also be shown. If multiple views have been defined, you can use the dropdown box to switch between them. 4.1.3.5 Configuration for Baseline The necessary configuration steps for the activation and usage of these apps are described in the relevant configuration guides. Please refer to the following guides: SMP Quick Link: http://service.sap.com/rds-shl HANA Model Configuration – SAP Smart Business Cockpits (H70) HTLM5 App Configuration - SAP Smart Business Cockpits (H71) HTLM5 App Configuration - SAP Smart Business for Project Execution (H72) KPI Definition 1. Launch the KPI Modeler in your browser (example URL: https://[server]:[port]/sap/bc/ui5_ui5/sap/ca_kpi/modeler/index.html). 2. Choose the action menu at the left bottom side. In the pop-up list, choose Add KPI. 3. On the Add New KPI screen, fill in the below information as in the example below: Field Name Value Mandatory KPI Code sap.hba.ecc.ps.DueProjectMilestones X KPI Title Due Project Milestones X Short Description Tile shows Number of Project Milestones that are Due Semantic Object ProjectMilestone Action processDueMilestones Tags Due, Milestone Improvement Direction Target © SAP SE X Page 31 of 49 SAP Fiori Apps for the SAP ERP Application PS Number X OData Path /sap/hba/r/ecc/odata/ps/kpi.xsodata X Entity Set ProjectMilestoneDatesQueryResults X Measure NumberOfMilestonesDue X Value Type KPI Owner 4. Choose Save and Continue. Add Evaluation 1. Select the Evaluations button and select Add Evaluation. On the Add Evaluation screen, you can create or apply a variant, maintain parameters, thresholds, trends and set the authorizations for the users. Fill in the below information as in the example below: Tab Apply Variant Field Name Value Mandatory Variant ID sap.hba.ecc.ps.DueProjectMilestones X Variant Title Due Project Milestones X Description Tile shows Number of Project Milestones that are Due OData Path Prefilled from the KPI definition Entity Set Prefilled from the KPI definition Related Tags Filter Settings Here you can define a filter, for example, SAPClient: equal to 120 Project: greater than M-OP000 SAP Client and Project are mandatory Input Parameters Tab Parameters Field Name Value Mandatory Evaluation Text For example, my Projects X (The Evaluation Text appears on the tile in the launchpad.) Scaling Factor Select the appropriate scaling factor based on the expected KPI value: For example, Automatic Tags © SAP SE Page 32 of 49 SAP Fiori Apps for the SAP ERP Application PS Unit Decimal 0000 X Tab Target and Thresholds Field Name Value Mandatory Improvement Direction From KPI definition X Warning High* Indicates threshold value for KPI (is displayed yellow) – for example, 0 Critical High* Indicates threshold value for KPI (is displayed red) - for example, 0 Target Warning Critical You have defined your target KPI with target value 500, you have set the “Warning High” to 550 and the “Critical High” to 600. This means, if the KPI value exceeds 500, the color code with which it is displayed is yellow. If the value exceeds 550, it is displayed red. 2. Choose Next. 3. On the Apply Trend screen, choose Activate and authorize. Select the users who should be able to use this KPI. 4. Choose Finish. 5. Activate the KPI. Go back to the home screen of the KPI modeler. Enter the KPI name in the Search field in the right upper corner and press Enter. Click the KPI tile. To activate the KPI, choose Activate. Tile Type 1. Open the menu to access Visualizations in the lower left corner. 2. Select the evaluation by entering the name into the search field. 3. Press Add Tile in the lower right corner and enter the following values Field Name Value Tile Type KPI Tile Tile Format Numeric Tile 4. Display SAP Smart Business KPI in the SAP Fiori launchpad: Log on to the Launchpad with the user you assigned the KPI to. © SAP SE Page 33 of 49 SAP Fiori Apps for the SAP ERP Application PS Open the groups menu and create your own group (optional) Open the tile catalog (make sure you have the necessary roles assigned) Search your tile and assign to your group 4.1.4 WBS Element Cost Variance 4.1.4.1 Description This analytical app displays the Key Performance Indicator (KPI) WBS Element Cost Variance. The cost variance is displayed when the total actual costs exceeds the total planned costs of a WBS element. You can also check the percentage of the total planned cost that is consumed by the WBS element. 4.1.4.2 Key Features Enables you to drill-down to the specific details of a WBS element. Displays the partial project hierarchy structure from the selected WBS element up to the project definition. Enables you to view charts that display the deviation between the actual (including commitment costs) and planned costs. The planned and actual (including commitment) cost is determined as on the current date based on the CO version provided. For every fiscal year, only (0112) periods are used for calculating the corresponding revenue until the current date. You can view individual cost items through the line chart display. You can additionally sort the line items based on controlling area value, posting date or cost element. For the line charts, the cumulated costs are displayed for the current and previous fiscal year. You can group the WBS elements based on the project it belongs to or the percentage of cost exceeded. You can filter the WBS elements based on any of the following options: o Exceeded percentage of cost o Project o WBS Element You can navigate to related transactional apps and fact sheets. Integration with the SAP Jam collaboration platform. © SAP SE Page 34 of 49 SAP Fiori Apps for the SAP ERP Application PS 4.1.4.3 Business Purpose of SAP Smart Business WBS Element Cost Variance This app can be seen as an enhancement of our existing baseline scope items; a project manager for example can quickly get an overview about the cost variance of his projects, avoiding critical situations (when the total actual costs exceeds the total planned costs) You may consider this app for the following scope items: Project with Fixed Price and T&M Billing (196) Internal Projects (197) Internal Product Development (210) SAP Best Practices for Chemicals: Overhaul Management (886) and Investment Management in Plant Maintenance (932) SAP Best Practices for Discrete Manufacturing: Engineer-to-Order (ETO) – Project Assembly (240) 4.1.4.4 How to Access and Use the App The SAP Fiori launchpad is the entry point to Fiori apps on mobile or desktop devices. Additionally, it can be enriched with specific analytical reports. The SAP Fiori launchpad displays various tiles. The user can choose a tile and navigate directly to the drill-down defined for the tile. 1. Launch SAP Fiori launchpad in your browser (example URL: https://[server]:[port]/sap/bc/ui5_ui5/ui2/ushell/shells/abap/FioriLaunchpad.html). 2. On the home screen, choose Show Groups in the upper left corner. A panel with all available groups appears on the left side. 3. Choose the group you have created for this app, for example, SAP Smart Business for Project Execution. 4. All the tiles you have configured for this app will appear on your screen under this group. 5. If you have defined generic drill-down or custom drill-down for a tile, you can choose the tile, and it will direct you to the drill-down app. 6. If generic drill-down has been defined, you can see below information based on your configuration: 7. If you have enabled KPI Header Details, you can see the warning and critical information prefilled from the KPI evaluation defined. Also a trend chart if time series is enabled and defined. 8. If you have enabled Filter functionality, you can see the filters you have specified appearing on the screen, of which you can choose a value to filter on the views below. 9. The views you have defined will also be shown. If multiple views have been defined, you can use the dropdown box to switch between them. 4.1.4.5 Configuration for Baseline The necessary configuration steps for the activation and usage of these apps are described in the relevant configuration guides. © SAP SE Page 35 of 49 SAP Fiori Apps for the SAP ERP Application PS Please refer to the following guides: SMP Quick Link: http://service.sap.com/rds-shl HANA Model Configuration – SAP Smart Business Cockpits (H70) HTLM5 App Configuration - SAP Smart Business Cockpits (H71) HTLM5 App Configuration - SAP Smart Business for Project Execution (H72) KPI Definition 1. Launch the KPI Modeler in your browser (example URL: https://[server]:[port]/sap/bc/ui5_ui5/sap/ca_kpi/modeler/index.html). 2. Choose the action menu at the left bottom side. In the pop-up list, choose Add KPI. 3. On the Add New KPI screen, fill in the below information as in the example below: Field Name Value Mandatory KPI Code sap.hba.ecc.ps.WBSElementCostVariance X KPI Title WBS Elements Cost Variance X Short Description Tile shows Number of WBS Elements that are exceeding planned costs Semantic Object WBSElement Action processWBSCostVariance Tags WBS, WBS Element, Cost, Variance, Deviation Improvement Direction Minimizing X Value Type Number X OData Path /sap/hba/r/ecc/odata/ps/kpi.xsodata X Entity Set WBSElementPeriodCostVarianceQueryResults Measure NumberOfWBSExceedingPlannedCost KPI Owner 4. Choose Save and Continue. Add Evaluation 1. Select the Evaluations button and select Add Evaluation. On the Add Evaluation screen you can create or apply a variant, maintain parameters, thresholds, trends and set the authorizations for the users. Fill in the below information as in the example below: Tab Apply Variant: © SAP SE Page 36 of 49 SAP Fiori Apps for the SAP ERP Application PS Field Value Mandatory Variant ID sap.hba.ecc.ps.WBSElementCostVariance X Variant Title WBS Elements Cost Variance X Description Tile shows Number of WBS Elements that are exceeding planned costs OData Path Prefilled from the KPI definition Entity Set Prefilled from the KPI definition Related Tags Filter Settings You can define a filter: SAPClient: for example, equal to120 Project: for example, not equal to 00000000 SAP Client and Project are mandatory Input Parameters Tab Parameters: Field Value Mandatory Evaluation Text For example, my Projects X (The Evaluation Text appears on the tile in the launchpad.) Scaling Factor Select the appropriate scaling factor based on the expected KPI value: For example, Automatic Tags Unit Decimal 0000 X Tab Target and Thresholds: Field Value Mandatory Improvement Direction From KPI definition X Warning High* Indicates threshold value for KPI (is displayed yellow) – for example, 0 Critical High* Indicates threshold value for KPI (is displayed red) - for example, 0 Target Warning Critical © SAP SE Page 37 of 49 SAP Fiori Apps for the SAP ERP Application PS You have defined your target KPI with target value 500, you have set the “Warning High” to 550 and the “Critical High” to 600. This means, if the KPI value exceeds 500, the color code with which it is displayed is yellow. If the value exceeds 550, it is displayed red. 2. Choose Next. 3. On the Apply Trend screen, choose Activate and authorize. Select the users who should be able to use this KPI. 4. Choose Finish. 5. Activate the KPI. Go back to the home screen of the KPI modeler. Enter the KPI name in the Search field in the right upper corner and press Enter. Click the KPI tile. To activate the KPI, choose Activate. Tile Type 1. Open the menu to access Visualizations in the lower left corner. 2. Select the evaluation by entering the name into the search field. 3. Press Add Tile in the lower right corner and enter the following values Field Name Value Tile Type KPI Tile Tile Format Numeric Tile 4. Display SAP Smart Business KPI in the SAP Fiori launchpad: Log on to the Launchpad with the user you assigned the KPI to. Open the groups menu and create your own group (optional) Open the tile catalog (make sure you have the necessary roles assigned) Search your tile and assign to your group 4.1.5 WBS Element Cost at Risk 4.1.5.1 Description This analytical app displays the Key Performance Indicator (KPI) WBS Element Cost at Risk. You can check and analyze the percentage of the planned cost consumed based on the actual cost of a WBS element. 4.1.5.2 Key Features Enables you to drill-down to the specific details of a WBS element. © SAP SE Page 38 of 49 SAP Fiori Apps for the SAP ERP Application PS Displays the partial project hierarchy structure from the selected WBS element up to the project definition. Calculates the consumed percentage of the planned cost based on the actual (including commitment) cost Enables you to view charts that display the planned, actual and commitment costs based on a time period or value category. The planned and actual (including commitment) cost is determined as on the current date based on the CO version provided. For every fiscal year, only (0112) periods are used for calculating the corresponding revenue until the current date. You can view individual cost items through the line chart display. You can additionally sort the line items based on controlling area value, posting date or cost element. For the line charts, the cumulated costs are displayed for the current and previous fiscal year. You can group the WBS elements based on the project it belongs to or the percentage of cost consumed. You can filter the WBS elements based on any of the following options: o Range of consumed cost percentage o Project o WBS Element You can navigate to related fact sheets. Integration with the SAP Jam collaboration platform. 4.1.5.3 Business Purpose of SAP Smart Business WBS Element Cost at Risk This app can be seen as an enhancement of our existing baseline scope items; a project manager for example can quickly calculate the consumed percentage of the planned cost based on the actual cost, avoiding critical situations You may consider the app for the following scope items: Project with Fixed Price and T&M Billing (196) Internal Projects (197) Internal Product Development (210) SAP Best Practices for Chemicals: Overhaul Management (886) and Investment Management in Plant Maintenance (932) SAP Best Practices for Discrete Manufacturing: Engineer-to-Order (ETO) – Project Assembly (240) © SAP SE Page 39 of 49 SAP Fiori Apps for the SAP ERP Application PS 4.1.5.4 How to Access and Use the App The SAP Fiori launchpad is the entry point to Fiori apps on mobile or desktop devices. Additionally, it can be enriched with specific analytical reports. The SAP Fiori launchpad displays various tiles. The user can choose a tile and navigate directly to the drill-down defined for the tile. 1. Launch SAP Fiori launchpad in your browser (example URL: https://[server]:[port]/sap/bc/ui5_ui5/ui2/ushell/shells/abap/FioriLaunchpad.html). 2. On the home screen, choose Show Groups in the upper left corner. A panel with all available groups appears on the left side. 3. Choose the group you have created for this app, for example, SAP Smart Business for Project Execution. 4. All the tiles you have configured for this app will appear on your screen under this group. 5. If you have defined generic drill-down or custom drill-down for a tile, you can choose the tile, and it will direct you to the drill-down app. 6. If generic drill-down has been defined, you can see the below information based on your configuration: If you have enabled KPI Header Details, you can see the warning and critical information prefilled from the KPI evaluation defined, and also a trend chart if time series is enabled and defined. If you have enabled Filter functionality, you can see the filters you have specified appearing on the screen, of which you can choose a value to filter on the views below. The views you have defined will also be shown. If multiple views have been defined, you can use the dropdown box to switch between them. 4.1.5.5 Configuration for Baseline The necessary configuration steps for the activation and usage of these apps are described in the relevant configuration guides. Please refer to the following guides: SMP Quick Link: http://service.sap.com/rds-shl HANA Model Configuration – SAP Smart Business Cockpits (H70) HTLM5 App Configuration - SAP Smart Business Cockpits (H71) HTLM5 App Configuration - SAP Smart Business for Project Execution (H72) KPI Definition 1. Launch the KPI Modeler in your browser (example URL: https://[server]:[port]/sap/bc/ui5_ui5/sap/ca_kpi/modeler/index.html). 2. Choose the action menu at the left bottom side. In the pop-up list, choose Add KPI. 3. On the Add New KPI screen, fill in the below information as in the example below: Field Name Value Mandatory KPI Code sap.hba.ecc.ps.WBSElementCostAtRisk X © SAP SE Page 40 of 49 SAP Fiori Apps for the SAP ERP Application PS KPI Title WBS Elements Cost at Risk Short Description Tile shows Number of WBS Elements that are approaching close to planned costs Semantic Object WBSElement Action processWBSCostAtRisk Tags WBS, WBS Element, Cost, Risk Improvement Direction Minimizing X Value Type Number X OData Path /sap/hba/r/ecc/odata/ps/kpi.xsodata X Entity Set WBSElementPeriodCostVarianceQueryResults X Measure NumberOfWBSAtRisk X X KPI Owner 4. Choose Save and Continue. Add Evaluation 1. Select the Evaluations button and select Add Evaluation. On the Add Evaluation screen you can create or apply a variant, maintain parameters, thresholds, trends and set the authorizations for the users. Fill in the below information as in the example below: Tab Apply Variant: Field Value Mandatory Variant ID sap.hba.ecc.ps.WBSElementCostAtRisk X Variant Title WBS Elements Cost at Risk X Description Tile shows Number of WBS Elements that are approaching close to planned costs OData Path Prefilled from the KPI definition Entity Set Prefilled from the KPI definition Related Tags Filter Settings You can define a filter: SAPClient: for example, equal to 120 Project: for example, greater than 00000000 SAP Client and Project are mandatory © SAP SE Page 41 of 49 SAP Fiori Apps for the SAP ERP Application PS Input Parameters Tab Parameters: Field Value Mandatory Evaluation Text For example, my Projects X (The Evaluation Text appears on the tile in the launchpad.) Scaling Factor Select the appropriate scaling factor based on the expected KPI value: For example, Automatic Tags Unit Decimal 0000 X Tab Target and Thresholds: Field Value Mandatory Improvement Direction From KPI definition X Warning High* Indicates threshold value for KPI (is displayed yellow) – for example, 0 Critical High* Indicates threshold value for KPI (is displayed red) - for example, 0 Target Warning Critical You have defined your target KPI with target value 500, you have set the “Warning High” to 550 and the “Critical High” to 600. This means, if the KPI value exceeds 500, the color code with which it is displayed is yellow. If the value exceeds 550, it is displayed red. 2. Choose Next. 3. On the Apply Trend screen, choose Activate and authorize. Select the users who should be able to use this KPI. 4. Choose Finish. 5. Activate the KPI. Go back to the home screen of the KPI modeler. Enter the KPI name in the Search field in the right upper corner and press Enter. Click the KPI tile. To activate the KPI, choose Activate. © SAP SE Page 42 of 49 SAP Fiori Apps for the SAP ERP Application PS Tile Type 1. Open the menu to access Visualizations in the lower left corner. 2. Select the evaluation by entering the name into the search field. 3. Press Add Tile in the lower right corner and enter the following values Field Name Value Tile Type KPI Tile Tile Format Numeric Tile 4. Display SAP Smart Business KPI in the SAP Fiori launchpad: Log on to the Launchpad with the user you assigned the KPI to. Open the groups menu and create your own group (optional) Open the tile catalog (make sure you have the necessary roles assigned) Search your tile and assign to your group 4.1.6 Project Report 4.1.6.1 Description This analytical app displays the Key Performance Indicator (KPI) Project Report. You can drill down to project details spanning across cost, revenue, scheduling, procurement, progress, and work 4.1.6.2 Key Features The Overview tab enables you to view the planned and actual project details related to cost, revenue, work, and progress. The costs and revenues (planned and actual) are determined as on the current date based on the CO version provided. For every fiscal year, only (01-12) periods are used for calculating the corresponding cost and revenue until the current date. You can view the individual line items for cost and revenue across a selected time period. You can additionally sort, group, and filter the revenue items based on the criteria available The actual costs include commitment costs as well. You can navigate to related fact sheets from the drill-down of the cost and revenue reports available. You can view the overall work (in hours) for a project. The number of planned, actual, remaining and exceeding activities is represented using a chart. You can filter these entries based on Hierarchy Level, Profit Center, or WBS Element. You can view the planned and actual progress for a project as on the current date based on the progress version provided You can sort the project report entries based on Project ID or description. © SAP SE Page 43 of 49 SAP Fiori Apps for the SAP ERP Application PS You can filter the project report entries based on any of the following: o Project Description o Project ID o Cost Center o Business Area o Functional Area o Object Class o Profit Center You can navigate to related analytical apps from the Finance, Scheduling, Procurement, and Work tab pages respectively. To ensure you have the most-recent and up-to-date project report entries, use the Refresh button available under each tab page. Integration with the SAP Jam collaboration platform 4.1.6.3 Business Purpose of SAP Smart Business Project Report This App can be used to analyze project details such as overview, scheduling, finance, procurement, and risks related information: You may consider the app for the following scope items: Project with Fixed Price and T&M Billing (196) Internal Projects (197) Internal Product Development (210) SAP Best Practices for Chemicals: Overhaul Management (886) and Investment Management in Plant Maintenance (932) SAP Best Practices for Discrete Manufacturing: Engineer-to-Order (ETO) – Project Assembly (240) 4.1.6.4 How to Access and Use the App The SAP Fiori launchpad is the entry point to Fiori apps on mobile or desktop devices. Additionally, it can be enriched with specific analytical reports. The SAP Fiori launchpad displays various tiles. The user can choose a tile and navigate directly to the drill-down defined for the tile. 1. Launch SAP Fiori launchpad in your browser (example URL: https://[server]:[port]/sap/bc/ui5_ui5/ui2/ushell/shells/abap/FioriLaunchpad.html). 2. On the home screen, choose Show Groups in the upper left corner. A panel with all available groups appears on the left side. 3. Choose the group you have created for this app, for example, SAP Smart Business for Project Execution. 4. All the tiles you have configured for this app will appear on your screen under this group. © SAP SE Page 44 of 49 SAP Fiori Apps for the SAP ERP Application PS 5. If you have defined generic drill-down or custom drill-down for a tile, you can choose the tile, and it will direct you to the drill-down app. 6. If generic drill-down has been defined, you should be able to see below information based on your configuration: If you have enabled KPI Header Details, you can see the warning and critical information prefilled from the KPI evaluation defined, and also a trend chart if time series is enabled and defined. If you have enabled Filter functionality, you can see the filters you have specified appearing on the screen, of which you can choose a value to filter on the views below. The views you have defined will also be shown. If multiple views have been defined, you can use the dropdown box to switch between them. 4.1.6.5 Configuration for Baseline The necessary configuration steps for the activation and usage of these apps are described in the relevant configuration guides. Please refer to the following guides: SMP Quick Link: http://service.sap.com/rds-shl HANA Model Configuration – SAP Smart Business Cockpits (H70) HTLM5 App Configuration - SAP Smart Business Cockpits (H71) HTLM5 App Configuration - SAP Smart Business for Project Execution (H72) KPI Definition 1. Launch the KPI Modeler in your browser (example URL: https://[server]:[port]/sap/bc/ui5_ui5/sap/ca_kpi/modeler/index.html). 2. Choose the action menu at the left bottom side. In the pop-up list, choose Add KPI. 3. On the Add New KPI screen, fill in the below information as in the example below: Field Name Value Mandatory KPI Code sap.hba.ecc.ps.ProjectReport X KPI Title Project Report X Short Description Used to analyze project details such as overview, scheduling, finance, procurement, and risks related information Semantic Object Project Action analyzeProjectReport Tags Project, Report Improvement Direction Minimizing X Value Type Number X © SAP SE Page 45 of 49 SAP Fiori Apps for the SAP ERP Application PS KPI Owner OData Path /sap/hba/apps/ps/s/odata/ProjectReportKPI.xsodata X Entity Set ProjectReportFilterQueryResults X Measure NumberOfProjects X 4. Choose Save and Continue. Add Evaluation 1. Select the Evaluations button and select Add Evaluation. On the Add Evaluation screen you can create or apply a variant, maintain parameters, thresholds, trends and set the authorizations for the users. Fill in the below information as in the example below: Tab Apply Variant: Field Value Mandatory Variant ID Project_Report X Variant Title Project Report X Description <enter a description> OData Path Prefilled from the KPI definition Entity Set Prefilled from the KPI definition Related Tags Filter Settings You can define a filter SAPClient: for example, equal to 120 Project: for example, greater than MOP000 PlannedBdgtPlngVersion: for example, equal to 0 SAP Client, Project and PlannedBdgtPlngVersion are mandatory Input Parameters Tab Parameters: Field Value Mandatory Evaluation Text For example, my Projects X (The Evaluation Text appears on the tile in the launchpad.) Scaling Factor Select the appropriate scaling factor based on the expected KPI value: For example, Automatic © SAP SE Page 46 of 49 SAP Fiori Apps for the SAP ERP Application PS Tags Unit Decimal 0000 X Tab Target and Thresholds: Field Value Mandatory Improvement Direction From KPI definition X Warning High* Indicates threshold value for KPI (is displayed yellow) – for example, 0 Critical High* Indicates threshold value for KPI (is displayed red) – for example, 0 Target Warning Critical You have defined your target KPI with target value 500, you have set the “Warning High” to 550 and the “Critical High” to 600. This means, if the KPI value exceeds 500, the color code with which it is displayed is yellow. If the value exceeds 550, it is displayed red. 2. Choose Next. 3. On the Apply Trend screen, choose Activate and authorize. Select the users who should be able to use this KPI. 4. Choose Finish. 5. Activate the KPI. Go back to the home screen of the KPI modeler. Enter the KPI name in the Search field in the right upper corner and press Enter. Click the KPI tile. To activate the KPI, choose Activate. Tile Type 1. Open the menu to access Visualizations in the lower left corner. 2. Select the evaluation by entering the name into the search field. 3. Press Add Tile in the lower right corner and enter the following values Field Name Value Tile Type KPI Tile Tile Format Numeric Tile 4. Display SAP Smart Business KPI in the SAP Fiori launchpad: © SAP SE Page 47 of 49 SAP Fiori Apps for the SAP ERP Application PS 5 Log on to the Launchpad with the user you assigned the KPI to. Open the groups menu and create your own group (optional) Open the tile catalog (make sure you have the necessary roles assigned) Search your tile and assign to your group Fact Sheets for PS The fact sheets display contextual information about central objects used in your business operations. These intuitive and harmonized fact sheets allow navigation from master data such as Project Definition, WBS elements or network to related documents such as accounting document, controlling document or vice versa. To use the fact sheets for Financials, users need the authorizations included in the following role: SAP Smart Business for Project Execution Role SAP_PS_TCR_FSA The following fact sheets can enhance the PS Baseline scope items: Project Definition WBS elements Network Network Activity Activity Confirmation Project Milestone Procedure 1. Log on to the SAP Fiori launchpad using your user account : http(s)://<webdispatcher-server host>:<webdispatcherport>/sap/bc/ui5_ui5/ui2/ushell/shells/abap/FioriLaunchpad.html 2. Choose Search in the launchpad. 3. Enter the number of the master data object or document you are looking for into the Search field. 4. Choose Enter. A list of search results is displayed. 5. Choose the row which contains the object you are searching. © SAP SE Page 48 of 49 SAP Fiori Apps for the SAP ERP Application PS 6. You can navigate within the fact sheet. © SAP SE Page 49 of 49