PS Project Creation Validation from PPM Item

Dear Readers,

This Blog will cover End-End cycle including Important Configurations and Demo for PS Project Creation Validation from PPM Item

Business Requirement:

  • Business have multiple DPs ( Decision Points ) in Proposal to evaluate the proposal in terms of Technical, Commercial , Strategic aspects
  • Proposal will be converted into Real Project ( PS Project as an example ) after it passes all the decision points step by step
  • Business wants to restrict the PS Project Creation before the Final Approval on Proposal as part of GO / No Decision.

Constraint:

  • As per SAP Standard behavior, Project Creation is not restricted based on DP status / After Final DP Approval

Solution :

To achieve this ; there are two ways

  1. Custom Solution : There is always a way ( wherever possible ) to meet the requirement by custom solution – while finding the suitable BADI for same, I have found Standard Workaround solution as mentioned below
  2. Standard Work Around Solution :  Change Process Function

So, Lets get into Standard Work Around Solution approach in this blog…

Prerequisites :

  1. Two different Item Type ( E.g. Proposal and Project )
  2. DP  and its Status Assignment
  3. Switch Item Type configuration from Proposal to Project with required decision point >  Important Configuration
  4. Necessary configuration related to Item Type, Portfolio > Item Type assignment
  5. PS Project Assignment to ” Project ”  Item Type only
  6. Necessary configuration related to PPM Item > PS Project Link
  7. Make PS Template Field Mandatory : For not to create PS Project by using Standard Project Profile in case of ” Proposal ” Item Type, Other Advantage for user to select required template based on project nature/need

Below are couple of important configuration screenshot.

  • Two different Item Type ( E.g. Proposal and Project )

  • Switch Item Type configuration from Proposal to Project with required decision point

  • PS Project Assignment to Project Item Type Only

Demo : 

  • Create Item With  Item Type : Proposal

  • Attempt for PS Project creation before approaching to ” Project Initiation ” DP
    •  First DP Status Not Approved > Attempting PS Project Creation On Saving > No Project  Template > Error in Saving the Item > Go to Next Step: Check below image

    • First/Second/Third DP Status  Approved > Attempting PS Project Creation On Saving > No Project  Template > Error in Saving the Item > Go To Next Step: Check below images

  • Go For Change Process
    • Click on Change Process Button which is shown in above step > Select ” Project ”  as Item Type
    • Create Item Version is checked  by default, you can unselect it if not required : Ideally let the check box enabled to have a Version History
    • Save the Step
    • In Second Image, we can see Item Type is Changed to ” Project ” from ” Proposal “

  • Attempt for PS Project Creation
    • Now Click on ” Create Project on Saving ” and select required ” Project template “
    • Project Template Can be defaulted based on Item type in configuration if required
    • After Saving , PS Project will be created – same can be viewed via ” Project ” push button located at item header
    • Check below images for above points

Summary

By using Change Process Standard Function, we are able to address genuine business requirement in terms of business to track the proposal to project activity without overlapping any step.

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Please, let me know if anyone have doubt or I missed something.

Your suggestions are most welcome.

Happy and Safe New Year…!!! Cheers for EPPM Community…!!!

Thanks,

Akash Khandelwal