Product tour of SAP Enterprise Portfolio and Project Management

Compare actual and planned costs, assess capacity, and evaluate risk statuses - all sourced from project management, financial controlling, and logistics processes within SAP Cloud ERP private.

Review timelines for multiple projects, including date constraints and project milestones, within one bucket or the entire portfolio.

Record important project data - including anticipated start and completion dates, key decision points, approval statuses, project valuations, and associated risks - in portfolio item details.

Prioritize projects based on standardized questionnaires and other scoring techniques. Score projects across multiple dimensions and the outcomes on a dashboard.

Assess portfolio risks and mitigation strategies during project initiation. You can also import risk data from comparable past projects to inform your approach.

Gather budget requests for individual projects using a bottom-up approach, and allocate the available budget top-down across portfolio categories and specific projects on SAP Analytics Cloud.

Send relevant stakeholders requests with project status details to authorize projects and approve key decision points.

Get a comprehensive view of all projects assigned to you as a project manager. See their criticality statuses, delayed schedules, and upcoming start dates.

Plan and review detailed project information, including timelines, milestones, and tasks. Alerts help identify critical situations such as delays, exceeded budgets, or insufficient staffing.

Create versions of project plans to run milestone trend analysis, build history of project snapshots, or simulate and compare changing timelines.

Delegate project tasks to specific staff members, and oversee their progress and outcomes. Staff can report task execution, actual dates, and remaining effort on desktop or mobile via the SAP Fiori app “My Task.”.

Record time spent on project work via the SAP Fiori app “Time Recording,” which displays actual costs and hours in portfolio and project reporting.

Determine demand for resources, such as staff, based on project roles and the efforts associated with assigned tasks. Adjust assignments across planning periods or evenly across specific date ranges.

Search for suitable staff in your enterprise to meet your project demands. Filter by requirements such as requested roles, minimum availability, source organization, or necessary skill sets.

Meet staffing demands and adjust the staffing period and hours to align with available capacity as needed. Once an employee is hard-booked (approved for an assignment), they receive a system notification.

Examine your project team’s work assignments to spot instances of potential overstaffing. Redistribute tasks to employees who have available capacity to ensure balanced workloads.

Monitor the costs, progress, and performance of the projects under your supervision. Access cost planning, procurement, issue tracking, and risk management tools.

Analyze the financial performance of your projects in detail, at every level of the project hierarchy. Compare planned values against baseline metrics and forecasts to gain comprehensive insights.

Record project issues and initiate change requests. Include updated project timelines, required approval steps, and revised cost and revenue estimates.

Categorize risks and assess probabilities, associated costs, and schedule impacts. Develop mitigation activities and assign them to risk response owners and stakeholders.

Track the procurement and delivery of relevant materials to maintain consistency with your project timelines and requirements.

Ensure transparency and accuracy in service tracking by monitoring the delivery of external services. Utilize an approval workflow to verify and approve the service hours logged by contractors.

Generate accurate forecasts for project costs, revenues, and quantities based on planned and actual values obtained from financial and logistics controls.