Planning and Forecasting on SAP Portfolio and Project Management

Objects, Using SAP S/4HANA Commercial Project Management

If you use SAP Portfolio and Project Management and wish to use Project Cost and Revenue
Planning (CA-CPD-FP) for Portfolio and Project Management objects, then the BW master data of the
following objects must be made available in the SAP S/4HANA Commercial Project Management (CA-
CPD) system:
Phases
Tasks
To make the BW master data of these objects available in the CA-CPD system, follow these steps:

Scenario for Portfolio and Project Management DataSources:

1. Change the Master Data Access property of the structure element (/CPD/FPID InfoObject) to
Default and activate the InfoObject.
2. If BW administration is set up in a separate client and SAP Commercial Project Management and
ERP data reside in another client, then you must perform the following steps in the ERP client:
a. Transfer the application component hierarchy of the content using transaction RSA9.
b. Activate the DataSources using Installation of DataSources from Business Content
(transaction RSA5). The required DataSources are available under the nodes CPD
PFP.
3. Replicate the following DataSources into BW (go to RSDS transaction provide DataSource
provide Source System go to the DataSource Menu choose Replicate DataSource):

0DPR_PHASE_DATE
0DPR_PROJECT_DATE
0DPR_TASK_DATE
0DPR_PHASE_TEXT
0DPR_PROJECT_TEXT
0DPR_TASK_TEXT

4. Create transformations for the DataSources (refer to the attachment Transformation_Mapping.xls,

(sheet 1) for InfoObject mappings).
5. Create and execute the init InfoPackage for the DataSources to fetch the initial data.
6. Create DTPs for the DataSources.
7. Create a process chain with delta InfoPackages and DTPs, to schedule data loads periodically.

Scenario for Project System (PS) DataSources:

1. If BW administration is set up in a separate client and SAP Commercial Project Management and
ERP data reside in another client, then you must perform the following steps in the ERP client:
a) Transfer the application component hierarchy of the content using transaction RSA9.
b) Activate the DataSources using Installation of DataSources from Business Content
(transaction RSA5). The required DataSources are available under the nodes CPD
PFP.

2. Replicate the following DataSources into BW (go to RSDS transaction provide DataSource
provide Source System go to the DataSource Menu choose Replicate DataSource):
 RDA-Enabled DataSources:

/CPD/PFP_DS_AFVC
/CPD/PFP_DS_AUFK
/CPD/PFP_DS_PROJ
/CPD/PFP_DS_SALES
/CPD/PFP_DS_WBS
/CPD/PFP_DS_WBS_DATE

DataSources Without RDA-Enablement:

To display the correct IDs of work breakdown structures and project definitions from multiple
clients, the following DataSources can be used in addition to the RDA-enabled DataSources:

/CPD/PFP_DS_WBS_TEXT
/CPD/PFP_DS_PROJ_TEXT

3. Create transformations for the DataSources (refer to the attachment Transformation_Mapping.xls,

(sheet 1) for InfoObject mappings).
a) If you use the Sales Order DataSource, create another new rule group for attribute and
text transformations.
b) Double-click Transformation -> Change -> New Rule Group -> Enter Description as RG
for Sales Item.
c) Implement the field routines for the InfoObject (refer to the attachment
Transformation_Mapping.xls, (sheet 2) for InfoObject mappings)

4. Create and execute InfoPackage:

a) Init InfoPackage for RDA-enabled DataSources to fetch the initial data
b) Full InfoPackages for both the DataSources without RDA enablement

5. Create DTPs for the DataSources.

6. Fetch delta loads:
a) RDA-Enabled DataSources
i. To fetch delta loads, follow the instructions in the SAP note 2043263, to acquire
master data for structure elements of projects that existed before Commercial
Project Management was set up.
ii. In RDA, create a daemon, assign the InfoPackages and DTPs to the daemon
and schedule them as per your real time requirements. For more information
about RDA, see Real-Time Data Acquisition.

b) DataSources Without RDA-Enablement

i. Create Delta InfoPackage for /CPD/PFP_DS_WBS_TEXT and implement the
following routines:
Routine for ERDAT field:

Select 6 ABAP Routine under Type:

 data: l_idx like sy-tabix.
read table l_t_range with key
fieldname = 'ERDAT'.
l_idx = sy-tabix.
*....
l_t_range-SIGN = 'I'.
l_t_range-OPTION = 'EQ'.
l_t_range-LOW = sy-datum.

modify l_t_range index l_idx.

p_subrc = 0.

Routine for AEDAT field

Select 6 ABAP Routine under Type:

data: l_idx like sy-tabix.

read table l_t_range with key
fieldname = 'AEDAT'.
l_idx = sy-tabix.
*....
l_t_range-SIGN = 'I'.
l_t_range-OPTION = 'EQ'.
l_t_range-LOW = sy-datum.
modify l_t_range index l_idx.

p_subrc = 0.

ii. Create Delta InfoPackage for /CPD/PFP_DS_PROJ_TEXT and implement the

following routines:

Routine for ERDAT field:

Select 6 ABAP Routine under Type:

data: l_idx like sy-tabix.

read table l_t_range with key
fieldname = 'ERDAT'.
l_idx = sy-tabix.
*....
l_t_range-sign = 'I'.
l_t_range-option = 'EQ'.
l_t_range-LOW = sy-datum.

modify l_t_range index l_idx.

p_subrc = 0.
 Routine for AEDAT field

Select 6 ABAP Routine under Type:

data: l_idx like sy-tabix.

read table l_t_range with key
fieldname = 'AEDAT'.
l_idx = sy-tabix.
*....
l_t_range-SIGN = 'I'.
l_t_range-OPTION = 'EQ'.
l_t_range-LOW = sy-datum.
modify l_t_range index l_idx.

p_subrc = 0.

iii. Create a process chain with delta InfoPackages and DTPs, to schedule data
loads periodically (for DataSources without RDA enablement).