S4125 en Col14 Part A4 Extract 1

S4125
Business Processes in SAP

S/4HANA Portfolio and Project
Management
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PARTICIPANT HANDBOOK
INSTRUCTOR-LED TRAINING
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Course Version: 14
Course Duration: 5 Day(s)
Material Number: 50152525
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© Copyright. All rights reserved. iii

iv © Copyright. All rights reserved.
Contents
ix Course Overview
1 Unit 1: Introduction to SAP Portfolio and Project Management for SAP

S/4HANA (PPM)
3 Lesson: Introduction to SAP S/4HANA

9 Lesson: Understanding the SAP User Interface (UI)
19 Exercise 1: Start and Configure the SAP Fiori Launchpad
25 Exercise 2: Use the SAP Business Client in SAP Portfolio and
Project Management (PPM)
29 Exercise 3: Use the SAP GUI in PPM
33 Lesson: Describing PPM
39 Exercise 4: Log On to PPM
45 Exercise 5: Navigate in PPM
49 Lesson: Describing Integration Scenarios for PPM
55 Lesson: Introduction to PPM
63 Unit 2: Portfolio Definition and Buckets
64 Lesson: Managing the Portfolio Definition

67 Exercise 6: Create a Portfolio Type
73 Exercise 7: Create a Portfolio Definition
76 Lesson: Managing Portfolio Buckets
79 Exercise 8: Create Portfolio Buckets
87 Exercise 9: Check the Configuration Relevant to Portfolio
Buckets
90 Lesson: Managing Classification Hierarchies
93 Exercise 10: Create a Classification Hierarchy
99 Exercise 11: Check the Configuration Relevant to Classification
Hierarchies
107 Unit 3: Portfolio Items and Initiatives Configuration and Creation
108 Lesson: Configuring Portfolio Items

111 Exercise 12: Configure a Portfolio Item Type
115 Exercise 13: Configure a Portfolio Item Category
120 Lesson: Creating Portfolio Items
123 Exercise 14: Create Portfolio Items
131 Exercise 15: Copy a Portfolio Item
137 Lesson: Creating Portfolio Initiatives
141 Exercise 16: Create a Portfolio Initiative
© Copyright. All rights reserved. v

151 Unit 4: Portfolio Items and Initiatives Management
153 Lesson: Managing Authorizations

158 Lesson: Using Statuses and Workflows for Portfolio Items
161 Exercise 17: Configure Status Management for Portfolio Items
165 Exercise 18: Change the Status of a Portfolio Item
171 Lesson: Using Decision Points
173 Exercise 19: Configure Decision Points
177 Exercise 20: Change Decision Points
182 Lesson: Creating Versions of Portfolio Items
185 Exercise 21: Create a Portfolio Item Snapshot
188 Lesson: Managing Reviews
191 Exercise 22: Manage Reviews
195 Exercise 23: Manage What-if Scenarios
205 Unit 5: Financial and Capacity Planning
207 Lesson: Planning Financial Values

211 Exercise 24: Enter Financial Planning Values Manually
215 Exercise 25: Check the Financial Planning Rollup
220 Lesson: Configuring Financial Planning
223 Exercise 26: Configure the Financial Planning
229 Exercise 27: Check the Financial Planning Configuration
233 Lesson: Configuring Financial Planning by Integration
236 Lesson: Planning Capacity
241 Exercise 28: Enter Capacity Planning Values Manually
245 Exercise 29: Check the Capacity Planning Rollup
249 Lesson: Configuring Capacity Planning
253 Exercise 30: Configure Capacity Planning
259 Exercise 31: Check the Capacity Planning Configuration
263 Lesson: Configuring Capacity Planning by Integration
vi © Copyright. All rights reserved.

271 Unit 6: Project Management with SAP Portfolio and Project
Management for SAP S/4HANA (PPM)
274 Lesson: Using Project Management

289 Exercise 32: Create a Project with Project Management
295 Lesson: Project Structures
303 Exercise 33: Configure Project Structures
311 Exercise 34: Maintain Documents in SAP Project Management
and SAP DMS
319 Exercise 35: Check general authorizations
323 Exercise 36: Check Project-Specific Authorizations
327 Lesson: Project Time Scheduling
333 Exercise 37: Schedule a Project with Project Management
337 Lesson: Resource Planning
343 Exercise 38: Create Roles in Project Management
351 Exercise 39: Maintain a Business Partner in PPM
355 Exercise 40: Check a Business Partner in SAP S/4HANA
359 Exercise 41: Create a Resource Pool
365 Exercise 42: Staff Roles Using Project Manager
369 Exercise 43: Staff Roles Using Resource Manager
375 Exercise 44: Manage Conflicts Between Scheduling and
Resource Management Scheduling and Resource Management
379 Lesson: Cost Planning and Cost Integration
389 Exercise 45: Plan Costs With WBS Elements in SAP Project
Management
395 Exercise 46: Check Configuration of Cost Planning
398 Lesson: Project Execution
403 Exercise 47: Release a Project
409 Exercise 48: Confirm a Task With CATS
415 Exercise 49: Confirm a Checklist Item
421 Exercise 50: Approve a Project Phase
427 Exercise 51: Configure an Approval Process
430 Lesson: Project Evaluation
433 Exercise 52: Evaluate a Project
439 Exercise 53: Create a Project Status Report
447 Exercise 54: Use the My Projects Dashboard to Analyze
Projects
450 Lesson: Project Versions
453 Exercise 55: Create a Project Version
457 Exercise 56: Create a Project Snapshot
461 Exercise 57: Create a Simulation of a Project
467 Exercise 58: Compare a Simulation With the Project
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497 Unit 7: Portfolio Items and Project Management Projects
498 Lesson: Linking Portfolio Items and Project Management Projects

503 Exercise 59: Manually Link a Project and a Portfolio Item
507 Exercise 60: Automatically Link a Project and a Portfolio Item
511 Lesson: Integrating Resource and Capacity Planning
513 Exercise 61: Enable Integration for Capacity Views
519 Exercise 62: Check Integration of Capacity Views
525 Unit 8: SAP Portfolio Management and SAP Applications Integration
526 Lesson: Integrating Project System (PS)

529 Exercise 63: Create a Project Definition (PS) Project in PPM
534 Lesson: Configuring the Project System (PS) Integration
537 Exercise 64: Check the Configuration of the PS Integration
541 Lesson: Configuring the SAP Financials Integration
545 Exercise 65: Configure the SAP Financials Integration
549 Lesson: Integrating SAP Portfolio Management with SAP ERP
Financial Data
555 Exercise 66: Integrate Financial Data from Project System
563 Lesson: Integrating SAP Innovation Management
571 Unit 9: Key Figures
572 Lesson: Using Questionnaires

575 Exercise 67: Create a Questionnaire
581 Exercise 68: Apply Questionnaires for Portfolio Items
585 Lesson: Using Scoring Models
587 Exercise 69: Create a Scoring Model
593 Exercise 70: Apply a Scoring Model for Portfolio Items
601 Unit 10: Reports
603 Lesson: Reporting with SAP Analytics Cloud

605 Lesson: Reporting with Dashboards
611 Exercise 71: Optional: Use Dashboards for Portfolio Buckets and
Items
616 Lesson: Reporting Based on Business Context Viewer (BCV)
619 Exercise 72: Optional: Use BCV for Buckets
623 Exercise 73: Optional: Use BCV for Items
629 Lesson: Configuring Business Context Viewer (BCV) Content
viii © Copyright. All rights reserved.

Course Overview
TARGET AUDIENCE
This course is intended for the following audiences:
● Solution Architect
● System Administrator
● Trainer
● User
© Copyright. All rights reserved. ix

x © Copyright. All rights reserved.
UNIT 1 Introduction to SAP Portfolio
and Project Management for
SAP S/4HANA (PPM)
Lesson 1
Introduction to SAP S/4HANA 3
Lesson 2
Understanding the SAP User Interface (UI) 9
Exercise 1: Start and Configure the SAP Fiori Launchpad 19
Exercise 2: Use the SAP Business Client in SAP Portfolio and Project Management 25
(PPM)
Exercise 3: Use the SAP GUI in PPM 29
Lesson 3
Describing PPM 33
Exercise 4: Log On to PPM 39
Exercise 5: Navigate in PPM 45
Lesson 4
Describing Integration Scenarios for PPM 49
Lesson 5
Introduction to PPM 55
UNIT OBJECTIVES
● Introducing SAP S/4HANA

● Work with SAP Fiori apps
● Work with SAP Business Client
● Work with SAP GUI
● Describe SAP PPM
● Navigate in SAP PPM
● Outline the basic integration of PPM
© Copyright. All rights reserved. 1

Unit 1: Introduction to SAP Portfolio and Project Management for SAP S/4HANA (PPM)
● Outline specific integration scenarios of PPM

● Describing PPM
2 © Copyright. All rights reserved.

Unit 1
Lesson 1
Introduction to SAP S/4HANA
LESSON OBJECTIVES
After completing this lesson, you will be able to:
Introducing SAP S/4HANA

Your enterprise plans to implement SAP S/4HANA Enterprise Portfolio and Project
Management (EPPM). Therefore, you want to learn about the SAP S/4HANA Enterprise
Management (Research and Development) solution.
SAP S/4HANA is a relatively new product. With SAP S/4HANA, SAP are building on the
success of the SAP Business Suite powered by SAP HANA with a completely new and re-
imagined suite. The following are some key points:
● SAP S/4HANA runs on SAP HANA. It provides simplifications (a simplified data model with
no indexes, no aggregates, and no redundancies) and innovations (an open in-memory
platform for advanced applications in predicting, recommending, and simulating).
● SAP S/4HANA is natively designed with SAP Fiori UX. It offers an integrated user
experience with modern usability and instant insight on any device (role-based, involves a
maximum of three steps to complete the job successfully, mobile-first, and offers a
consistent experience across lines of business).
● SAP S/4HANA is natively connected to the Internet of Things (IoT) and business networks
for real-time collaboration in the networked economy. SAP S/4HANA is natively
engineered, which provides users with a choice of deployment (on-premise, cloud, and
hybrid). SAP S/4HANA is natively born for easy adoption. This means guided configuration
and easy onboarding, from the discovery of the solution through cloud trials to deployment
with preconfigured best practices.
The classic SAP Portfolio and Project Management (PPM) and the SAP Business Suite/ SAP
ERP are separate products. Both are still available.
The Intelligent Enterprise

For more than 45 years, SAP has been on a journey with our customers, helping them create
value for their organizations by applying technology to solve some of their most complex
challenges. In each era of enterprise computing, we’ve evolved our strategy – and product
portfolio – so our customers can run better.
In the 1960s and 1970s, as mainframe computing gained popularity, SAP enabled its first
customers to automate their plant floor operations with material requirements planning
software. In the 1990s, as companies expanded their use of the Internet, SAP helped connect
its customers’ headquarters with their subsidiaries through SAP® R/3® software for
enterprise resource planning. Over the past 10 years, as cloud computing and Big Data have

become ever more pervasive, SAP HANA® software, along with SAP's extensive portfolio of
cloud applications, has helped SAP's customers begin their own digital transformations.
Now, as technologies such as artificial intelligence, machine learning, the Internet of Things
(IoT), advanced analytics and blockchain become mainstream, SAP has a new opportunity –
to help turn its customers’ businesses into intelligent enterprises, with new capabilities that
enable their workforces to focus on higher-value outcomes.
Advances in machine learning are enabling algorithms to become highly accurate in natural
language understanding and in image and speech recognition. Businesses can use these
increasingly sophisticated capabilities to drive the next level of intelligent business processes
automation and eliminate repetitive manual tasks. Automation can now also be implemented
far more cost-effectively, because it is embedded more and more within business processes.
All of this means that the workforce are able to focus on high-value activities such as
customer success, strategic planning, and innovation. Advances in ubiquitous connectivity
and edge computing are creating a step change in business productivity. This connectivity,
coupled with artificial intelligence and machine learning, can be used to analyze petabytes of
data to affect real business outcomes. IoT can connect the entire value chain, from design to
production to supply chain, and data-driven insights of customer preferences can inspire
better design, lower material costs, and reduce risk. Real-time analysis of machines can
predict maintenance needs, identify potential quality problems in manufacturing processes
before they occur, and reduce asset downtime by as much as 50%.The integration of
advanced analytics capabilities into applications allows business users to analyze data on the
fly and informs better decision-making. Empowered users, benefiting from embedded
analytics in business processes, can get real-time visibility into their changing environment,
simulate the impact of business decisions, and achieve better customer outcomes.
The global economic growth of the last nine years has been powered largely by technology.
Record corporate profits and new business models can all be tied to technology-driven
innovation. On average, an S&P 500 company is now being replaced once every two weeks.
This “tumble rate” is accelerating, with the difference between winners and losers tied to their
ability to embrace digital technologies. The next decade will, of course, bring about even
greater tectonic shifts. To address these challenges, businesses need to make sense of a
growing volume of data, create a step change in productivity, and innovate with relentless
clock-speed. In other words, they need to accelerate value creation. This is the heart of the
Intelligent Enterprise.
To help businesses become Intelligent Enterprises and achieve breakthrough outcomes, SAP
provides three essential components:
1. Intelligent Suite: Offers unparalleled, breakthrough business value. We provide intelligent,

integrated applications that enable our customers to automate their day-today business
processes and better interact with their customers, suppliers, and employees. These
applications will be industry specific, global, and applicable to large enterprises and to
small and midsize enterprises.
2. Digital Platform: Enables data-driven intelligence and innovation. With SAP Cloud Platform
and SAP HANA Data Management Suite, we facilitate the collection, connection and
orchestration of data, as well as the integration and extension of processes within the
intelligent suite.
3. Intelligent Technologies: Embeds intelligence in applications and facilitate new co-

innovations. With SAP Leonardo, we embed intelligent technologies in our customers’
core processes, enabling them to use their data to detect patterns, predict outcomes, and
suggest actions. For customers who want to innovate even faster, we offer industry

Lesson: Introduction to SAP S/4HANA
innovation kits and open innovation services, which apply design thinking methodologies
to new business models by industry.
SAP is evolving its strategy to deliver the Intelligent Enterprise for our customers. We are
empowering them with a set of “next practices” that help them innovate faster than the
competition, create new markets, and capture mindshare.
These “next practices” are made possible by next-generation intelligent technologies, which
accelerate value creation through three core capabilities:
● Visibility: Tap into siloed or external data and recognize previously unseen patterns.
● Focus: Simulate the downstream impacts of critical decisions and allocate scarce
resources.
● Agility: Adapt business processes in response to changing market conditions, in real time.
These enhanced capabilities empower SAP customers to achieve three critical outcomes
faster, more effectively, and more completely than ever before:
● Do more with less and empower employees.
● Invent new business models and revenue streams.
● Deliver best-in-class customer experience.
The Intelligent Enterprise is more than just automated business processes. It’s a vision — how
we at SAP see the future of business for our customers, the future of work for our customers’
employees, and the future of experience for our customers’ customers. Only SAP can deliver
on this vision:
● Integration end-to-end across the processes that matter most to our customers, built on
common master data, domain models, and platforms
● Industry expertise to help make sense of customers’ data in the specific context of their
businesses, using insights about their own performance to optimize algorithm
● Intelligence embedded directly into core solutions as part of customers’ standard road
map, so they don’t need to create a separate data lake or purchase additional tools
At the center of the SAP S/4HANA Suite is SAP S/4HANA Enterprise Management. This has
been built by simplifying the SAP ERP solution, and reintegrating and simplifying portions of
SAP Business Suite products, such as SAP PPM which has now become an integral part of the
SAP S/4HANA core. The same applies to SRM, CRM, and SCM applications. SAP S/4HANA
Enterprise Management is available on-premise and in the cloud, with different licensing and
subscription models. SAP PPM together with SAP Project System (PS) are assigned in the
Research & Development (R&D) area of the solution.
The SAP S/4HANA Suite is completed by the native integration of dedicated Lines of
Business (LOB) and industry solutions into SAP S/4HANA Enterprise Management. These
solutions can be cloud only, such as SAP SuccessFactors. Alternatively, they can be delivered
on premise, such as SAP Transportation Management, depending on market need.
SAP S/4HANA is available as a traditional on-premise deployment, a cloud deployment, or a
combination of both.
On-premise deployments offer greater scope of business functions than the public cloud
edition and also far greater flexibility for customization. On-premise customers can also
decide exactly when they would like to update their system. However, new functions and
innovations are delivered only once per year. Public cloud offers innovations quarterly. On-

premise also means the entire application and infrastructure is owned and managed by the
customer
A private cloud deployment means that the customer does not share the applications and
platform with other customers, but has their own private SAP S/4HANA application and
platform. This is technically an on-premise edition of SAP S/4HANA, but it is completely
managed by SAP or hosting partners. The same rules apply as for the on-premise edition.
Deeper customizations are possible and the customer can decide exactly when updates are
applied. Innovations are available annually.
A public cloud deployment of SAP S/4HANA means that customers share the applications
and platform with other customers. Each customer's data is strictly isolated, and each
customer has their own technical container. Customers do not affect each other regarding
performance of the system.
The public cloud edition of SAP S/4HANA contains essential standard core process
functionality that, for most customers, is more than enough. However, it is not as
comprehensive in scope as the on-premise edition. Although each customer uses the
standard software, light customizations are possible, for example, to add fields to screens,
define new reports, and so on. All new SAP S/4HANA innovations are released for cloud
before the on-premise edition and are delivered in quarterly cycles. With the public cloud
option, customers must adopt the new innovations immediately, because they do not control
the release of new functions. This edition is the type of product known as Software as a
Service (SaaS).
SAP S/4HANA Cloud, single tenant edition is provisioned to a single customer in a dedicated
landscape, offering the full scope of S/4HANA. However, because of the character of the
provisioning, the implementation of SAP S/4HANA Cloud, single tenant edition might lead to
higher total cost of ownership (TCO) and slightly slower speed of innovation and time-to-value
when compared to a SAP S/4HANA Cloud implementation. Therefore, customers who
consider the implementation of a cloud solution should first discover and verify the
capabilities of SAP S/4HANA Cloud.
If the standard best practices and functional scope does not meet all of the customer's
requirements, S/4HANA Cloud, single tenant edition could be an ideal substitute solution in
the customer’s journey to move to the cloud.
SAP S/4HANA Cloud, single tenant edition offers additional features compared to SAP S/
4HANA Cloud:
● Configurable and customizable process up to a certain extent for Finance, HR,
Procurement, Sales and other LoBs
● Support of industries, including the ones that are not supported by S/4HANA Cloud
● Two upgrades each year, upgrade window can be chosen by the customer
● Option to choose from different data centers across the globe to manage the solution
● Flexible license system
● Dedicated System Landscape on Cloud Infrastructure
● Integration with public cloud systems and on-premises systems are fully supported
All cloud deployments offer an annual, subscription-based pricing model, so customers pay
for what they need and can add to it later. On-premise continues with the traditional licensing
model.

Lesson: Introduction to SAP S/4HANA
It is clear that technology is disruptive. This is precisely why we need to engage with digital
transformation. Driven by the combination of ever-growing digitization and evolving
consumer demands, digital transformation is the use of new technologies to drive significant
business improvements. This includes capitalizing on new opportunities and effectively
transforming existing business.
If you look at the numbers in the figure, Increasingly Complex and Networked Business
Landscape, it is apparent that the world around us is becoming more complex. Here are some
reasons for this increasing complexity:
● Exponential growth of digital information, that is, social, mobile, and big data
● Globalization and spread of business networks
● Internet of Things (IoT)
So far, the response has involved more complex business processes, more complex
organizations, and more complex software solutions. At the end of 2009, 5% of the world's
population owned smartphones. Four years later, that figure jumped to 22%. Currently, 1.7
billion people are on social networks. Over the next three years, that audience will grow to
surpass 2.55 billion. By 2020, 5 million people will enter the middle class and come online,
while 50 billion devices will be connected to the IoT, creating a digital network of virtually
everything. Cloud computing, which was a $41 billion business in 2011, will grow to be a $241
billion business in the same time-frame.
The proliferation of mobile devices, social media, cloud technologies, and the excessive
amounts of data that they generate has transformed the way that we live and work. 61% of
companies report that most of their employees use smart devices for everything from email
to project management and content creation. While these advancements have improved lives
and provided greater opportunities for innovation, they also accelerated the rise of an entirely
new problem: unprecedented and crippling complexity. The world may be getting smarter but
it has not become easier.
With SAP S/4HANA Enterprise management, core ERP and PPM processes remain stable. A
project is still a project with a scheduled timeline, phases, tasks, and worklists to be
performed. There is still calculation done in Controlling and project employees record their
working times. However, the technical environment has changed.
The innovations in SAP S/4HANA are based on the following four pillars:
● Reporting and analysis:
Data is stored in its finest granularity. Data is semantically integrated and easy-to-
consume (no redundancies or aggregates). There is no latency to SAP BW.
● Scalable infrastructure:
Trends include cloud, system consolidation on-premise, new services (for example,
localization), and new devices. These trends are supported by scale-out and the reduction
of memory footprint (SAP HANA columnar).
● User experience:
This supports user productivity. For example, Nestle has several thousand users for
central roles, with an assumed productivity increase of 10%, which is an immediate
business case. This also supports aspects such as multiple devices and analytics.
● Increased throughput:

This supports the elimination of data redundancies and a reduced data footprint. This
eliminates the long waiting time for users and post-processing of failed inventory postings.
SAP Fiori
SAP Fiori is a technology that offers a state-of-the-art web UI, based on HTML5 and UI5 (SAP
technology), and provides capabilities to personalize the view. SAP Fiori offers the technology
to provide the correct views for new end users. Its design principles make it possible to adjust
the views to every front-end device, and adapt it automatically to future new design principles.
This ensures that the views are always state-of-the-art.
SAP Fiori is also a development and design principle for SAP. The views are role-based, and,
therefore, SAP developers know everything about the end user. This means that they can
design and adapt the view to the needs of the end user of this particular role, thus putting the
user into the center of the business process. With this principle, SAP ensures that the
software does not target a “neutral individual” who enters all information into one view.
Instead, the software reflects the business context, the tasks, and the unique user situation.
The software provides all of the relevant information that the user needs to perform tasks
("The system is working for me; I am not working for the system").
This architectural principle results in a product that is lean, high-performing, and flexible. SAP
Fiori is enabled for web access and it is role-based. This enables the systems of Online
Transaction Processing (OLTP) and Online Analytical Processing (OLAP) to merge, allowing
embedded analytics to focus on problem-solving and decision-solving tasks. This new
decisive mode of the software is also embedded in the new MRP Cockpit.
With SAP S/4HANA, you gain many advantages relating to many lines of business. By
accessing real-time data, you eliminate non real-time data reconciliation and improve the user
satisfaction by offering much faster real-time analysis. With the powerful database, you can
also make more precise predictions faster to respond to business opportunities and
challenges.
Another important topic is the ability to perform simulations to explore the impact of business
decisions on outcomes, thereby avoiding unnecessary and costly risks.
Further information on SAP S/4HANA Enterprise Management

For further information on SAP S/4HANA Enterprise Management, check the following
locations:
● SAP S/4HANA training: Visit our webshop at http://training.sap.com.
● SAP S/4HANA documentation: Visit our help portal at http://help.sap.com.
● Simplification list: Visit our help portal at https://help.sap.com/s4hana_op_1909.
● Conversion guide: Visit our help portal at https://help.sap.com/s4hana_op_1909.
● SAP Fiori: Visit Experience SAP at https://experience.sap.com/fiori.
LESSON SUMMARY
You should now be able to:

Unit 1
Lesson 2
Understanding the SAP User Interface (UI)
LESSON OBJECTIVES
SAP Fiori User Experience

As your enterprise plans to implement SAP S/4HANA, you want to learn more about the SAP
user experience strategy, and, particularly, the SAP Fiori UI.
Concepts and Influencing Factors
Figure 1: Concepts and Influencing Factors
IT and the use of electronic devices is no longer reserved for a group of experts. It has spread
throughout all social groups. In this context, high performing hardware stands against a wide
variety of software products with differing scope and potential. This puts stress on ease of use
from the perspective of the end user. The main drivers of this development are smartphones

and tablets, with their easy-to-use and flexible user interfaces. The focus of these user
interfaces is no longer on maximum functionality. It is on a positive user experience that
places the focus on the consumer. The focus is no longer on the expert user with many years
of experience. Due to these circumstances, business software must adapt and transform the
impact of this trend into an advantage for the roles of an enterprise. In this evolution, user
interfaces (UIs) play an important role.
With regard to SAP software products, the challenge is to keep a clear view and to understand
the overall SAP strategy in the area of user experience. Furthermore, it is important to have a
clear understanding of the goals and the target groups of each UI technology. This helps to
avoid incorrect decisions and situations where users are frustrated.
At the outset, it is helpful to clarify and help understand the terminology. It is useful to start
with the terms 'user interface (UI)' and 'user experience (UX)'.
UI versus UX
Figure 2: UI versus UX
UI and UX refer to two different ways of thinking:
UI
From a software perspective, UI is the interface between a human being and a device. Its
goal is to support maximum efficiency during use.
UX
UX involves the perspective of the end user, and aims at motivation and emotion before,
during, and after use. UX tries to achieve a sustainable, positive attitude in the user and
create a motivating experience.

Lesson: Understanding the SAP User Interface (UI)
User Types
Figure 3: User Types
Depending on the industry and company involved, various user types can be found. There are
many different user types, depending on the structure of the specialized area and the IT
department, as well as the degree of digitization. However, in almost every company, there
are three basic types as follows:
Occasional User
The occasional user only occasionally uses the system and needs simple, easy-to-use
applications. In many cases, single-step transactions are executed.
Expert User
Also known as a key user, the expert user is a fully-trained SAP user, who knows the
processes and the available applications in detail. The expert user often uses multiple
systems and different UIs.
Developer
The developer (or programmer) has detailed process and system knowledge, and deals
with the adaptation and extension of the existing applications. The developer has to look
after several applications with different UIs.

Deployment Types
Figure 4: Deployment Types
The deployment type defines the license model and operational environment. The
deployment types are as follows:
● On-Premise:
The customer buys both software and hardware and operates the combination of these.
Therefore, the customer is solely responsible for implementation, updates extension, and
adaptation, as well as for replacements and new investments.
● Cloud:
The cloud company provides infrastructure (hardware and software) and business
software, and rents this combination to the customer. The cloud company is responsible
for operation, updates, extension, and new investments. At SAP, different operational
models (for example, Public Cloud, Private Cloud, and Private Managed Cloud) with
different software and service provisioning are available.
● Hybrid:
The customer runs certain parts of the business software on their own servers, and uses
additional solutions of a cloud provider. This deployment type requires an intensive
integration of the on-premise parts and the cloud parts.
Type of Access
Based on the type of access, applications can be categorized as follows:
● Multi-step transactional
● Single-step transactional
● Single-step analytical

One size fits all?
Figure 5: One size fits all?
When summarizing the different factors, it is clear that a “one size fits all” approach does not
work.
Target — Unified UX Direction for all SAP Software
Figure 6: Target — Unified UX Direction for all SAP Software
The long-term goal of the SAP UX strategy is to offer all business and all analytic applications
on SAP HANA, with SAP Fiori as the unified UI.

SAP User Experience Strategy
Figure 7: SAP User Experience Strategy
The SAP user strategy has the following three components:

● NEW:
New applications are delivered with the latest UI technology, which in most cases is SAP
Fiori.
● RENEW:
The most important and widely used applications will have their UIs renovated by SAP.
● ENABLE:
The less used applications can be improved by the customer using various technologies.

NEW, RENEW, and ENABLE — Examples
Figure 8: NEW — Example
Examples of the NEW component include the following:

● SAP Fiori for new applications
● SAP Visual Business (supports certain new applications)
● SAP Visual Enterprise (supports certain new applications)
Figure 9: RENEW — Example
Examples of the RENEW component include the following:

● SAP Fiori as common UI for all devices (desktop, laptop, tablet, and smartphone)
● SAP Fiori for existing applications (for example, cloud applications including SAP
Fieldglass, SAP Ariba, and SAP SuccessFactors)
● SAP Fiori for existing SAP graphical user interface (GUI) or Web Dynpro applications
● Single entry point via NWBC
Figure 10: ENABLE — Example
Examples of the ENABLE component include the following:

● Improving and simplifying SAP GUI or Dynpro-based views using view Personas
● Adapting and extending standard SAP Fiori apps using Web IDE
● Customizing different UIs using color schemes, fonts, icons, and so on, and customizing
company logos using UI Theme Designer
View Personas is available for SAP GUI or Dynpro-based views (Web Dynpro support is
planned), and Web IDE is available for SAP UI5 applications. The UI Theme Designer is
available for the following:
● SAPUI5 (including SAP Fiori applications and SAP Fiori Launchpad)
● Web Dynpro ABAP, Web Dynpro Java
● SAP GUI for HTML
● Business Server Pages, HTMLB
● SAP Business Client for Desktop

● SAP Enterprise Portal
Types of SAP Fiori Apps
Figure 11: Types of SAP Fiori Apps
Transactional SAP Fiori apps need an ABAP environment and are often used for single-step
transactions. Analytical apps and Fact Sheets are SAP HANA-based, and often contain new
functionality.
SAP Fiori Architecture
Figure 12: SAP Fiori Architecture

The SAP Fiori architecture consists of the following levels:

● HTML5 client (SAP Fiori launchpad)
● ABAP front-end server, with a central UI component and SAP Fiori roles implemented
● ABAP back-end system
● Database (SAP HANA or AnyDB)
The SAP Fiori launchpad is a role-based, personalized UI client that enables users to access
SAP Fiori apps alongside established UIs. The SAP Fiori launchpad is based on SAPUI5 and
can be used on multiple devices (leveraging the responsive design paradigm) and deployed
on multiple platforms (SAP NetWeaver Application Server [ABAP Stack], SAP Enterprise
Portal, and SAP HANA Cloud Platform). The SAP Fiori launchpad comes with predefined
content to streamline implementation processes.
The SAP Fiori launchpad is aligned with the two main UI clients: SAP Enterprise Portal
(available) and SAP Business Client (planned). This alignment is achieved as follows:
● Alignment with the SAP Enterprise Portal is achieved by running the SAP Fiori launchpad
user experience within the SAP Enterprise Portal (also known as SAP Fiori framework
page) while leveraging the established portal infrastructure and best practices.
● Alignment of SAP Business Client (BC) for Desktop with SAP Fiori launchpad design is
planned for future releases.
SAP Fiori Launchpad
Figure 13: SAP Fiori Launchpad
You can also use the existing SAP GUI transactions in the SAP Fiori launchpad, together with
the SAP Business Client or via your web browser. Most SAP GUI transaction exist in S/4HANA
as well.

Unit 1
Exercise 1
Start and Configure the SAP Fiori Launchpad
To get to know the SAP Fiori environment better, you want to access the SAP Fiori launchpad
and configure it according to your needs.
Note:
In this course, ## is used as a placeholder. When you see ## in a step, replace it
with your group number.
1. Check the user and the role assignment. Log on to the gateway server using the following
data:
Field Value
System T4N
Client 001
User S4125–##
Password Welcome1
2. Log on to the SAP Fiori launchpad.
3. Check and modify the SAP Fiori launchpad

Unit 1
Solution 1
Start and Configure the SAP Fiori Launchpad
To get to know the SAP Fiori environment better, you want to access the SAP Fiori launchpad
and configure it according to your needs.
Note:
In this course, ## is used as a placeholder. When you see ## in a step, replace it
with your group number.
1. Check the user and the role assignment. Log on to the gateway server using the following
data:
Field Value
System T4N
Client 001
User S4125–##
Password Welcome1
a) Log on to the system using the data in the table.
b) Start the SU01 transaction to maintain your user. Enter your user ID and choose
Change.
c) Choose the roles tab.
d) Make sure that the following required roles are assigned to your user:
Role Description
Z_S4125_TRAINING S4125: Business Processes in SAP S/

4HANA Portfolio and Project Manage-
ment (PPM) (comp. role)
Z_S4125_CATALOG S4125: Catalogs
Z_S4125_PPM_PROJ_PLANNER S4125: Portfolio and Project Planner
e) If some roles are missing, assign them to your user and choose Save to save your
changes.
Caution:
Whenever you are asked to enter your user, please enter this user and this
password.

2. Log on to the SAP Fiori launchpad.

a) Minimize your SAP system. Navigate on your Windows Desktop.
b) Choose Start → All Apps → Fiori Launchpad.
Note:
Alternatively, use the link that is already assigned to your user in the T4N
system.
c) On the logon screen, enter your logon credentials:

Field Value
User S4125–##
Password Welcome1
3. Check and modify the SAP Fiori launchpad

a) Note that in your SAP Fiori launchpad, you will find all relevant entries. If you would like
to, you can modify the layout or change the appearance of your SAP Fiori tiles.
b) To change the layout, in the left corner, choose the S4125-## user icon.
c) To change the appearance, choose Settings, go to Appearance and select SAP Belize
Deep or another appearance that is available.
d) Confirm your entries by choosing Save.
e) Choose Edit Homepage. Note that you can rearrange the apps or hide/show apps from
the catalogs and groups assigned to your user.
f) Choose Open App Finder in the My Home group.

Here, you can add apps from groups and catalogs if required.
g) Select the My Projects — Project Manager app and choose Back.
h) Choose Close to return to the entry screen.

You should now see the layout change.

User experience: SAP Business Client

Formerly, users could choose between a wide range of UIs. These included SAP Portal,
Business Server Page solutions, HTML5 Apps, SAP Web Dynpro, and SAP GUI. The standard
SAP GUI menu offers a wide range of access points for different objects, such as project,
network, or documents. Each individual object has its own search template. It is not possible
to search across all objects. If you want to define your own search, you do this on the SAP GUI
using an SAP Query. SAP Business Client, called Netweaver Business Client in older releases,
attempts to solve these problems. It does so by providing a new interface and serving as an
alternative to the applications used formerly.
Figure 14: SAP Business Client UI
With SAP Business Client, SAP provides users with a new interface that they can use
alongside the SAP GUI, SAP GUI for HTML, NetWeaver Portal, SAP Web Dynpro, or Business
Server Page solutions. It can be used locally, installed on a PC, or as an internet scenario.
SAP Business Client can be used for the SAP GUI as a SAP Fiori launchpad or for Web Dynpro
scenarios, such as the ones used in SAP Portfolio and Project Management.

Control Center
Figure 15: Control Center
The user interface of the SAP Business Client offers:

● A central point of access for all users
● An overview of:
- Transactions
- Object searches
- Favorites
- Personal Worklists
SAP Business Client is comprised of the following areas:

● Navigation pane:
This area shows the transactions, which can be found in the assigned role.
● Work area:
In this area, you can use the individual search templates, favorites, or object lists for
individual navigation objects such as projects, networks, or material components. The
work area also contains the transactions for creating, changing, and displaying the objects.
After logging on to the system, the first thing you see is the Control Center. In both the local
and internet-based SAP Business Client, the Control Center has a navigation pane containing
the role assigned to the user. Each entry contains the individual work areas for project
activities related to logistics or controlling.

Control Center vs. SAP FIori Launchpad
Figure 16: Control Center vs. SAP FIori Launchpad
Alternatively, you can access the SAP Fiori launchpad in the SAP Business Client and start the
HTML5 transactions there.

Unit 1
Exercise 2
Use the SAP Business Client in SAP Portfolio
and Project Management (PPM)
You want to become familiar with the SAP Business Client.
1. Start SAP Business Client on your system and add a new BC connection to the back-end
training system. Use the data in the following table:
Field Value
System T41
Client 400
Language English
User: S4125–##
Password: Welcome1
2. Set the personal settings for SAP Business Client.
3. Navigate through the SAP Business Client menu. Start the Project Builder transaction and
add it to your favorites.
4. Add a new connection for the SAP Fiori launchpad to SAP Business Client. Use the
following data:
Field Value
System T4N
Client 001
Language English
User: S4125–##
Password: Welcome1
5. Navigate through the SAP Fiori launchpad. Consider which groups are available.

Unit 1
Solution 2
Use the SAP Business Client in SAP Portfolio
and Project Management (PPM)
You want to become familiar with the SAP Business Client.
1. Start SAP Business Client on your system and add a new BC connection to the back-end
training system. Use the data in the following table:
Field Value
System T41
Client 400
Language English
User: S4125–##
Password: Welcome1
a) Choose Start on your Windows Desktop.
b) Choose SAP Business Client.
c) Select New System Connection.
d) Select New System Connection (NWBC).
e) Filter for the T41 value.
f) Choose Next.
All relevant entries are visible.
g) Choose Finish.
h) Select the newly created entry and choose Log On.
i) Log on to the system using the data in the table.
2. Set the personal settings for SAP Business Client.

a) In SAP Business Client, choose the icon in the upper left corner and choose
Settings → Personalize
b) Modify the settings, for example, the zoom factor or the font size.
c) Choose OK to confirm your entries.
3. Navigate through the SAP Business Client menu. Start the Project Builder transaction and
add it to your favorites.

a) In the SAP Business Client menu, choose Project Management →

Overview → Projects.
b) Choose Open Favorites Panel.
c) Choose Add to Favorites.
d) Confirm your entry by choosing OK.
4. Add a new connection for the SAP Fiori launchpad to SAP Business Client. Use the
following data:
Field Value
System T4N
Client 001
Language English
User: S4125–##
Password: Welcome1
a) Select the icon in the top left corner and choose Logon → System Selector...
b) Choose New System Connection.
c) Select New System Connection (Fiori Launchpad)
d) Filter for the T4N value.
e) Choose Next.
All relevant entries are visible.
f) Choose Finish.
g) Select the newly created entry and choose Log On.
h) Log on to the system using the data in the table.
5. Navigate through the SAP Fiori launchpad. Consider which groups are available.
a) Use the navigation to access different groups and apps.
The following groups are available in the standard setting: Portfolio Management,
Project Management, Project Team, Resource Management, Project Management
Office and PPM: Project Planner (Other).

User Experience: SAP GUI

The SAP graphical user interface (GUI) is the front-end program used to access SAP systems.
Several variants of the SAP GUI are available and are adapted for use in different
environments. The SAP GUI program connects the front-end computer to a specific SAP
system. To start the SAP GUI, SAP provides another program, SAP Logon. When the user
launches SAP Logon, a screen displays a list of available SAP systems. This list is derived
from a file on the front-end computer, and is preconfigured and made available to users.
SAP Easy Access
When you work with your SAP S/4 HANA system, you can start the SAP Easy Access menu.
Here, you can select transactions via a menu path or through executing the transaction code.
If you migrated your “old” SAP ECC system to SAP S/4 HANA, you could opt to work with the
classic SAP GUI transactions.
The Choice is Yours

The system access is your choice. Most SAP S/4HANA scenarios can be reached via the SAP
Fiori launchpad. Alternatively, you can use SAP Business Client with standard Web Dynpro or
the SAP GUI for HTML transactions. If users don’t want to work with SAP Fiori or SAP
Business Client, they are still able to open the classic SAP transactions.
SAP GUI with Belize Theme
Figure 17: SAP GUI with Belize Theme
Even in the SAP GUI, you can set the options in such a way that the appearance is similar to
the design the Fiori apps are using. In this case, you must choose Accept Belize Theme in the
SAP GUI options. This only works on a S/4HANA system.

Unit 1
Exercise 3
Use the SAP GUI in PPM
You want to become familiar with the SAP GUI that is also available in SAP S/4HANA
1. You wanto to use the new SAP Belize theme in the SAPGUI. Setup the SAP Logon in such a
way that the system uses the Belize theme also used in the SAP Fiori Launchpad. Close
the SAP Logon afterwards.
2. Log on to the SAP GUI. Use the following data:

Field Value
System T41
Client 400
User S4125–##
Password Welcome1
Language EN
When working with the SAP S/4 HANA system, you are also able to start classic SAP GUI
transactions inside your S/4 system. To do so, open your SAP Logon Pad. Two system
entries are relevant for you. T4N is the SAP S/4 HANA gateway server, and T41 is the SAP
S/4 HANA back-end system.
3. In the SAP Easy Access menu, display the Customizing settings for PPM.
System configuration is most of the time done in the backend system using the classical
SAP GUI.

Unit 1
Solution 3
Use the SAP GUI in PPM
You want to become familiar with the SAP GUI that is also available in SAP S/4HANA
1. You wanto to use the new SAP Belize theme in the SAPGUI. Setup the SAP Logon in such a
way that the system uses the Belize theme also used in the SAP Fiori Launchpad. Close
the SAP Logon afterwards.
a) On your Windows Desktop, choose Start → SAP Logon . You may also select the
corresponding icon for SAP Logon/ SAP GUI.
b) Select the icon in the top left corner of the SAP Logon and choose Options...
c) Choose Visual Design → Theme Preview/Settings.
d) Activate the flag Accept Belize theme.
e) Confirm your entries with OK.
f) Close the SAP Logon.
2. Log on to the SAP GUI. Use the following data:

Field Value
System T41
Client 400
User S4125–##
Password Welcome1
Language EN
When working with the SAP S/4 HANA system, you are also able to start classic SAP GUI
transactions inside your S/4 system. To do so, open your SAP Logon Pad. Two system
entries are relevant for you. T4N is the SAP S/4 HANA gateway server, and T41 is the SAP
S/4 HANA back-end system.
a) On your Windows Desktop, choose Start → SAP Logon
b) Select the T41 system and choose Log On.
c) Use the data in the table.
3. In the SAP Easy Access menu, display the Customizing settings for PPM.
System configuration is most of the time done in the backend system using the classical
SAP GUI.
a) On the SAP Easy Access screen, choose User menu to display the user menu already
used in SAP Business Client.

b) Access the configuration settings by using the following navigation path in the user
menu: Administration → Customizing — Edit Project.
Alternatively, every transaction can also be reached with a transaction code. Enter the
SPRO transaction code in the Command field of the header area to access the
configuration settings directly. You can display the transaction codes in the SAP menu
by choosing More → Extras → Settings → Display Technical Names in the entry
screen. The transaction code can also be displayed in the bottom row.
c) Choose SAP Reference IMG to access all configuration settings.
d) To display the settings relevant to PPM, check the activities below the header node
SAP Portfolio and Project Management

LESSON SUMMARY
You should now be able to:

Unit 1
Lesson 3
Describing PPM
LESSON OVERVIEW
This lesson gives an understanding of the various structure objects of SAP Portfolio and
Project Management and explains the possibilities of integrating these with external
applications.
Business Example
You are responsible for the IT department of your company. You need a tool that will help
monitor the IT projects and make decisions about the realization and development of these
projects. For this reason, you require the following knowledge:
● An understanding of the benefits of SAP Portfolio and Project Management
● An understanding of the key functions of SAP Portfolio and Project Management
LESSON OBJECTIVES
● Describe SAP PPM
● Navigate in SAP PPM
SAP Portfolio and Project Management (PPM)
Figure 18: Portfolio Item Dashboard in SAP Portfolio and Project Management
Successful companies distinguish themselves from others by aligning their entire portfolio
with the strategic goals of the company. This applies practically to the introduction of a new
product or to companies in which project-based business processes play a central role. For
finance and resource-intensive projects, it is important to recognize profitable projects and to
monitor and control these accordingly.

Structure of a Portfolio in SAP PPM
Figure 19: Structure of a Portfolio in PPM
SAP PPM is a tool that supports companies in their strategic and operative portfolio
management. SAP PPM enables you to manage several portfolios such as product
innovations, service industries, and IT initiatives. It can combine data from various project
management, human resources management, and financial systems. This enables new cross-
functional business processes and the ability to have an extensive overview of all business
processes.
Strategic and Operative Portfolio Management
Figure 20: Reporting Cockpit in SAP Portfolio and Project Management

Lesson: Describing PPM
The figure, Reporting Cockpit in SAP Portfolio and Project Management, shows a schedule
chart with the forecasted, planned, and actual starts of your projects.
Figure 21: Reporting Cockpit in SAP Portfolio and Project Management 2
The figure, Reporting Cockpit in SAP Portfolio and Project Management 2, shows how SAP
Portfolio and Project Management displays an ECV chart of your projects.
SAP Portfolio and Project Management Help With Objectives

SAP Portfolio and Project Management helps you to overcome the challenges of strategic and
operative portfolio management.
● Align your portfolio with your corporate goals.
With SAP Portfolio and Project Management, your portfolio items and initiatives are
regularly assessed according to their exact strategic value, and your commercial success
is proven and accelerated.
● Maximize the value of your portfolio.
You can select the most promising portfolio items and guarantee steady success. At the
same time, you can ensure a balanced portfolio with acceptable risks, dynamic business
targets, and various investment types.
● Create more transparency and make informed decisions.
SAP Portfolio and Project Management combines data from SAP and external systems, so
that underachieving or overlapping projects and capacity bottlenecks can be quickly
recognized and adjusted.
● Use your resources more effectively.

SAP Portfolio and Project Management helps you track and prioritize resource requests
from various project management systems, and reconcile the availability specified in the
Human Capital Management (HCM) and financial systems. In this way, you can find
suitable resources (internal or external), lower costs, and benefit from the optimum
personnel assignment of your projects.
● Control your portfolio more efficiently.
Using automated role-specific workflows, you can optimize approval procedures, resource
allocations, or successive evaluations. A strict workflow-based process control allows you
to implement investment guidelines throughout the company for product developments or
IT projects.
● Reduce your total cost of ownership.
SAP Portfolio and Project Management can be integrated with many back-end systems
from SAP. In this way, you can continue to optimize existing IT systems and available skills.
Business Functions in Portfolio Management
Figure 22: Financial Planning with SAP Portfolio and Project Management
SAP Portfolio and Project Management offers many functions that support you in managing
your portfolios.
Key Functions of SAP Portfolio and Project Management: Some of the key functions of SAP
Portfolio and Project Management are as follows:
● Portfolio definition:
You can define several portfolios and subdivide portfolios hierarchically according to your
own requirements by using portfolio buckets. This means you can monitor your portfolio
items such as projects or product initiatives in an overview. The use of collections, reviews,
or initiatives allows you to manage portfolio items of different portfolio buckets of a
portfolio at the same time if necessary.
● Questionnaires and Scoring Models:
You can define your own questionnaires to determine critical success factors for your
portfolio items and initiatives. Using your own scoring model, critical success factors can

Lesson: Describing PPM
be automatically derived from the portfolio item data and then used for prioritizing. These
functions allow you to align your portfolios with your corporate goals.
● Financial and Capacity Planning:
For the purpose of forecasting or for strategic planning, you can enter financial and
capacity data at the level of portfolio buckets, individual portfolio items, or initiatives. You
can then compare these data with detailed planning values or actual data, which can be
combined in SAP Portfolio and Project Management from SAP ERP and Project Systems.
● Control:
Reviews allow you to make decisions about portfolio items in SAP Portfolio and Project
Management. For example, you can decide which IT projects should be implemented or
which projects can be canceled. If necessary, you can also use simulations and what-if
analyses to discuss alternative scenarios for portfolio items. Using individual decision
points and versions, you can control and trace the flow of your portfolio items. Using
workflows, you can also ensure that changes are communicated and therefore, your
company’s guidelines are followed.
● Integration:
You can link various project management systems such as Project System, Project
Management, or Microsoft Project with SAP Portfolio and Project Management to
uniformly monitor structural, date-related, or resource information. The unification of
resource data also allows resource planning across all project management systems in
SAP Portfolio and Project Management. Resource information, such as the availability of
employees or their skills, can also be integrated in SAP Portfolio and Project Management
for resource planning from personnel administration. In addition, integrating SAP Portfolio
and Project Management with financial systems enables a standardized evaluation of the
costs, revenue, budgets, or commitments of your portfolio items.
● Resource Planning:
Along with the strategic planning of capacity requirements, you can also implement
detailed resource planning for your portfolio items in SAP Portfolio and Project
Management. This means that resource information from integrated Project Management
systems and human resources can be combined uniformly in SAP Portfolio and Project
Management. Fast entry screens allow resource managers tabular access to the resources
and projects assigned to them.
● Reporting and Analysis Functions:
SAP Portfolio and Project Management uses dashboards to display basic data of portfolio
items in an overview. Traffic light functions alert you to exceptions and allow you to
examine these exceptions in detail. Reporting cockpits allow tabular and graphical
evaluations of the critical success factors of your portfolio items. For more detailed
analyses, SAP Portfolio and Project Management provides predefined business content for
use in SAP NetWeaver Business Intelligence (SAP NetWeaver BI). You can use queries
directly in SAP Portfolio and Project Management to perform cross-portfolio analyses for
the strategic alignment of portfolio items, or for the financial or capacity situation of your
portfolio.

Roles in SAP PPM
Table 1: Roles in SAP Portfolio and Project Management (SAP PPM)

The table shows the roles and tasks in SAP PPM:
Portfolio Administrator Item Manager Portfolio Manager Resources Manager
Creates portfolios Monitors portfolio Monitors dash- Plans strategic capaci-

items boards ty requirements
Creates portfolio struc- Creates and edits Analyzes portfolio Distributes resources
tures portfolio items
Creates resource pools Uploads project da- Implements strate- Monitors capacity sit-
ta gic planning uations
Configures dashboards Changes item sta- Creates reviews
and graphics tuses
Creates portfolio
items
SAP PPM can be used by various groups of people with the relevant roles. The table, Roles in
SAP Portfolio and Project Management (SAP PPM), shows the various groups of people and
their typical tasks in SAP PPM. The individual tasks and the related business processes are
explained in detail later in this course.

Unit 1
Exercise 4
Log On to PPM
Business Example
You want to familiarize yourself with the PPM user interface. For this reason, you must log on
to PPM.
Note:
In this exercise, when the values include ##, replace the characters with the
number that your instructor assigned to you.
1. Log on to the SAP system.

Field Value
Client 800
User S4125-## (where ## is the group number)
Password Given by instructor, typically Welcome1
2. Log on to the SAP Fiori launchpad to access the Fiori Apps of PPM.
Figure 23: SAP Fiori Apps for PPM

Unit 1
Solution 4
Log On to PPM
Business Example
You want to familiarize yourself with the PPM user interface. For this reason, you must log on
to PPM.
Note:
In this exercise, when the values include ##, replace the characters with the
number that your instructor assigned to you.
1. Log on to the SAP system.

Field Value
Client 800
User S4125-## (where ## is the group number)
Password Given by instructor, typically Welcome1
a) Choose Start → SAP Logon for Windows. Alternatively you may also select the
corresponding icon for acessing SAP Logon/ SAP GUI.
b) On the SAP Logon screen, choose ???.
c) To log on, use the data shown in the table.
2. Log on to the SAP Fiori launchpad to access the Fiori Apps of PPM.
a) Choose Start → All Apps → Fiori Launchpad.
Note:
Alternatively, use the link that is already assigned to your user in the T4N
system.
b) On the logon screen, enter your logon credentials given above.
c) Explore the apps in the Fiori Launcpad.

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S4125

Business Processes in SAP

© 2020 SAP SE or an SAP affiliate company. All rights reserved.

American English is the standard used in this handbook.

This information is displayed in the instructor’s presentation

Related or Additional Information

User interface control Example text

Window title Example text

© Copyright. All rights reserved. iii

1 Unit 1: Introduction to SAP Portfolio and Project Management for SAP

3 Lesson: Introduction to SAP S/4HANA

63 Unit 2: Portfolio Definition and Buckets

64 Lesson: Managing the Portfolio Definition

107 Unit 3: Portfolio Items and Initiatives Configuration and Creation

108 Lesson: Configuring Portfolio Items

© Copyright. All rights reserved. v

153 Lesson: Managing Authorizations

205 Unit 5: Financial and Capacity Planning

207 Lesson: Planning Financial Values

vi © Copyright. All rights reserved.

274 Lesson: Using Project Management

© Copyright. All rights reserved. vii

498 Lesson: Linking Portfolio Items and Project Management Projects

525 Unit 8: SAP Portfolio Management and SAP Applications Integration

526 Lesson: Integrating Project System (PS)

571 Unit 9: Key Figures

572 Lesson: Using Questionnaires

601 Unit 10: Reports

603 Lesson: Reporting with SAP Analytics Cloud

viii © Copyright. All rights reserved.

© Copyright. All rights reserved. ix

● Introducing SAP S/4HANA

© Copyright. All rights reserved. 1

● Outline specific integration scenarios of PPM

2 © Copyright. All rights reserved.

Introducing SAP S/4HANA

The Intelligent Enterprise

© Copyright. All rights reserved. 3

1. Intelligent Suite: Offers unparalleled, breakthrough business value. We provide intelligent,

3. Intelligent Technologies: Embeds intelligence in applications and facilitate new co-

4 © Copyright. All rights reserved.

© Copyright. All rights reserved. 5

6 © Copyright. All rights reserved.

© Copyright. All rights reserved. 7

Further information on SAP S/4HANA Enterprise Management

8 © Copyright. All rights reserved.

SAP Fiori User Experience

Figure 1: Concepts and Influencing Factors

© Copyright. All rights reserved. 9

UI and UX refer to two different ways of thinking:

10 © Copyright. All rights reserved.

Figure 3: User Types

© Copyright. All rights reserved. 11

Figure 4: Deployment Types

12 © Copyright. All rights reserved.

One size fits all?

Figure 5: One size fits all?

Target — Unified UX Direction for all SAP Software

Figure 6: Target — Unified UX Direction for all SAP Software