Exploring SAP Fiori Apps for Project Review

Associated SAP Fiori Applications

Project Briefs (F2602)
Project Planning (F3822)
My Projects - Project Manager (F1876)
My Projects - Steering Committee (F2945)
My Projects - Key Figures (F3376)

Project Briefs (F2602)

With this app, you can edit and display key attributes of the projects that you are authorized to access or maintain either as a project financial controller or because you are assigned to the project. You can display an overview with summary information about all your projects, and drill down to obtain further details about individual projects.

As the project manager or financial controller of a project, you can plan milestones, staff the project, and document its progress and performance in the project brief. In this way, you summarize the information essential for project reviews in steering committee meetings. As a member of the project steering committee, you can display this information in the project brief.

Key Features:

Get an overview of your projects sorted by their overall status and its current trend.
See the most important project attributes at a glance, for example:
- Name and ID of the project
- Project manager
- Planned finish of the main milestone and the first upcoming or overdue milestone:
  A milestone is upcoming or overdue, if no actual date has been recorded for it yet.
- Overall project status
- Actual versus planned project cost up to the current date
Open the Monitor Project Progress app for one or more projects.
Drill down to a specific project brief to display further details, such as:
- A summary of the most important project attributes as listed above.
- General project information, such as project dates, type and priority.
- Detailed status information, such as:
  - The overall project status with its current trend and related comments.
  - All detailed status areas active in your solution, such as ‘Schedule’ or ‘Cost’, with their status values, trend and comments.
- Information about all project milestones including the main milestone, such as:
  - Their planned, forecasted, and actual finish.
  - Their approval status.
- Information about project costs:
  - View a chart showing the actual project cost in relation to the planned cost per period.
  - Drill further down to the Project Cost Report app to display cost details of the selected project.
    Note
    Resources assigned to the Team Member role are not authorized to display project costs.
- All resources assigned to the project team (except the project manager) with their contact data and role (for example, project financial controller, steering committee member, or team member).
- Information about objects that are related to the project, including the following:
  - View the type and name of the objects that have been linked to the project as related objects.
    Currently, one object of type Collaboration can be linked to a project if the integration of projects with collaborations in SAP S/4HANA Cloud for intelligent product design has been set up for your solution.
  - Open the related collaboration in the My Collaborations app of intelligent product design if you are assigned to it as a participant.
    Depending on your permissions as a collaboration participant, you can view or edit the collaboration.

As the financial controller or project manager assigned to a project, or as a financial controller whose area of responsibility includes maintenance rights for the project, you can also use this app to do the following:

Edit data of projects that are neither locked nor completed (only as the assigned financial controller or project manager, or as a financial controller whose area of responsibility includes maintenance rights for the project). This includes the following:
- Change project name and dates.
- Enter or change a project type and priority to categorize projects for reporting purposes.
- Enter or change status values, trends, and comments.
- Add new milestones, change existing milestones, and record their current approval status.
- Record actual dates for milestones in active projects.
  A project is active if it has been released partially or entirely, but it has not yet been completed.
- Staff project roles except the Project Manager role by adding resources to the project team.
- Create and add a collaboration as a related object if the integration of projects with collaborations in intelligent product design has been set up for your solution.
- Upload or link project-related documents as attachments to the project brief, rename and delete attachments.
Change the processing status of a project when it has reached a new stage in its lifecycle.
Note
Changing the processing status of an investment project has an impact on the corresponding asset under construction or asset. For this reason, the status of an investment project can only be changed by users with maintenance authorization for assets, such as the project financial controller responsible.

Processing Status for Projects

The processing status of a project indicates what part of the project lifecycle it is in. It controls which processing steps are allowed for projects during the individual lifecycle phases.

Based on where the project has reached from a business point of view, the project financial controller or project manager can decide when to change the processing status of the project.

Besides the project header, each Work Breakdown Structure (WBS) element has a status which you can currently only display or set in the Project Builder app. The processing status of the project influences the status of the WBS elements and vice versa.

The available processing status values for projects are as follows:

Created: This is the initial status of a project. In this status, you can carry out project planning functions.
Partially Released: This status is set automatically when any of the lower-level project elements are set to Released. This status cannot be set manually using the Project Control app.
Released: You can set this status to indicate that a project is now ready for execution. All the lower-level project elements that have the status Created are automatically released along with the project. You can now add costs to the project and record actual dates for project milestones.
Completed: You can set this status if a project is complete from a technical point of view. All the lower-level project elements that have the status Released are automatically set to Completed along with the project. You can no longer edit the project data such as structure, dates, status or team. However, you still have the option to post further costs to the project. You have the option to move the project back to the Released status.
Closed: You can set this status when the project is also complete from an accounting point of view. All the lower-level project elements that have the status Completed are automatically set to Closed along with the project. You have the option to move the project back to the Completed status.

Note

For any of the above status values, you can choose to lock the master data of the project by setting the status to Locked. By locking a project, you cannot carry out any editing functions on the project. You can subsequently unlock the project, where it goes back to the previously set status.

Collaborations for Projects

If the integration of projects with collaborations in SAP S/4HANA Cloud for intelligent product design has been set up for your solution, you can create and access a collaboration for a project directly from the project brief. Project managers and their teams can use these project-related collaborations to plan project-related work items, assign them to the responsible team members, and report and monitor their execution.

As project manager or as a project financial controller, you can create a collaboration for a project by adding a related object of type Collaboration in the project brief. You can only add one collaboration to a project. The system automatically uses the collaboration name <ProjectID>:<Project name>.When you save the project brief, the collaboration is created in intelligent product design and a link to the collaboration is created in the project brief.

Using the link in the Related Objects section of the project brief, you can open the collaboration in the My Collaborations app of intelligent product design. To be able to open the collaboration, you need to be assigned as a participant in the collaboration. When you create a collaboration, you are automatically assigned to it as a participant with Administrator permission. You can invite further participants and select their permissions when editing the collaboration. Make sure that the project manager is always assigned as a collaboration participant with Administrator permission. Each participant who is added to a collaboration automatically receives an e-mail with an invitation and a link to the collaboration. Participants who do not have access to the project brief can open the collaboration using this link.

When working with project-related collaborations, you can use the entire functionality of the collaboration capability in intelligent product design. You have the following options, for example:

As project manager, you can create single work items or entire workflows to plan project-related tasks in the collaboration.
You can assign work items to the responsible team members.
The project manager and team members can share related documents and exchange comments in the collaboration.
Team members can complete work items in the My Inbox app of intelligent product design.
The project manager, financial controllers and steering committee members can monitor the completion of work items in the collaboration.

App Extensibility

You can extend the Project Briefs app according to your business needs.

Key users can extend the app in the Custom Fields and Logic app using the business contexts:

Project Header
Project Status Area
Project Milestone

You can create custom fields in these business contexts, enable usage of these fields for the data source Project Brief Extensibility Model in the UI and Reports section of custom field maintenance, and publish your custom fields.

You can add published custom fields to the following UI elements using UI adaptation at runtime:

UI Element	Business Context
Project Briefs → Project → General Information	Project Header

In addition to this, business users can display fields that you have enabled in the Custom Fields and Logic app by personalizing certain UI elements. The fields that you enable for the Project Briefs app are included in the personalization options for business users for the following UI elements:

UI Element	Business Context
Project Briefs: Projects table	Project Header
Project Briefs → Project → Status	Project Status Area
Project Briefs → Project → Milestone	Project Milestone

You can implement logic for the following Business Add-Ins (BAdIs) in the Custom Fields and Logic app:

Business Add-Ins (BAdIs)	Business Context
Project Validation	Project Header
Project Determination	Project Header

With the BAdI Project Validation, you can validate values for project header properties.

With the BAdI Project Determination, you can determine values for project header properties.

Project Planning (F3822)

With this app, you can create and change the structure of a project, view the planned project timeline in a Gantt chart, and edit master data of the project structure elements. The project structure consists of the project and its work packages. With work packages, you split up the project into portions that can be planned, monitored, and controlled with regard to time, budget, costs, etc. As the work packages can be arranged in a hierarchical structure, they are also referred to as work breakdown structure (WBS) elements in other apps.

Key Features

Maintain the project structure by creating and deleting work packages and by changing their position in the project structure.
View the most important data of each structure element.
Change the processing status of the project and its work packages.
Edit the planned and actual dates of the project and its work packages.
Edit important organizational assignments of the project or work packages, such as the responsible cost center or plant.
View the number of material and service demands assigned to the project or work packages and navigate to the Manage Project Demand app.
Specify which work packages of a project with revenue are to be used as billing elements for planning revenue and posting actual revenue.
View the planned project timeline including all work packages in a Gantt chart.
Change the planned project and work package dates in the Gantt chart.
Zoom in and out of the Gantt chart to view the project timeline on a scale of days, months, or years.
Drill down to display or edit detailed project data in the Project Control app.
Drill down to display or edit detailed work package data in the Work Package app.
Navigate to related apps to analyze project data, for example, in the Monitor Projects app or the Project Cost Report app.
Work Breakdown Structure Maintenance Using Drag and Drop: With this feature, you can use the drag-and-drop function in the Project Planning app to change the position of a WBS element in the work breakdown structure of the project. This enables you to move a WBS element across several structure levels or up and down several steps in the sequence of WBS elements at once.

You can open the Project Planning app for individual projects from the Project Control app.

App Extensibility

You can extend the Project Planning app according to your business needs.

Key users can extend the app in the Custom Fields and Logic app using the business context Project Header and Project Element. You can create custom fields in this business context, enable usage of these fields for the data source Project Planning Model in the UIs and Reports section of custom field maintenance, and publish your custom fields.

Business users can display fields that you have enabled in the Custom Fields and Logic app by personalizing certain UI elements. The fields that you enable for the Project Planning app are included in the personalization options for business users for the following UI elements:

UI Element	Business Context
Project Structure	Project Element

You can implement logic for the following Business Add-Ins (BAdIs) in the Custom Fields and Logic app:

Business Add-Ins (BAdIs)	Business Context
Project Validation	Project Header
Project Determination	Project Header
Project Element Validation	Project Element
Project Element Determination	Project Element

With the BAdIs Project Validation and Project Element Validation, you can validate values for properties of the project header and properties of project elements, such as work packages.

With the BAdIs Project Determination and Project Element Determination, you can determine values for properties of the project header and properties of project elements, such as work packages.

My Projects - Project Manager (F1876)

With this app you can get an overview of the projects to which you are assigned as a project manager. This includes both planned projects, which have not yet been released, and active projects, which have been released but not yet completed.

Key Features:

Display the upcoming and overdue milestones that are defined for the active projects to which you are assigned as a project manager:
- See the three most urgent milestones at a glance.
- See the total number of upcoming and overdue milestones.
- Drill down to the My Projects - Upcoming Milestones app to display all upcoming and overdue milestones.
- Drill down to theProject Briefs app to display a specific project brief directly.
Display the planned projects to which you are assigned as a project manager:
- See the three planned projects with the earliest start date at a glance.
- See the total number of your planned projects.
- Drill down to the Project Briefs app to display all your projects or to display a specific project brief directly.
Display the Overall Status values that are defined for the active projects to which you are assigned as a project manager:
- See the five most severe Overall Status values at a glance.
- See the total number of your active projects.
- Drill down to the Project Briefs app to display all your projects or to display a specific project brief directly.
Display all Status values (except for Overall Status) that are defined for the active projects to which you are assigned as a project manager:
- See the five most severe Status values at a glance.
- See the total number of all Status values.
- Drill down to the My Projects - Detailed Status app to display all Status values.
- Drill down to the Project Briefs app to display a specific project brief directly.
Display the cost to date of all active projects to which you are assigned as a project manager:
- See the five projects that have the highest variance between actual and planned cost (sorted by variance).
- See the total number of your active projects.
- Drill down to the Project Briefs app to display all your projects or to display a specific project brief directly.
Display the development of cost to date over time, aggregated across all active projects to which you are assigned as a project manager:
- See the aggregated actual cost that has been recorded up to the current date at a glance.
- See the aggregated actual and planned cost-to-date values of the last three, six, or twelve months in a line chart.
- Display the corresponding figures.

My Projects - Steering Committee (F2945)

With this app you can get an overview of the projects to which you are assigned as a member of the project steering committee. This includes both planned projects, which have not yet been released, and active projects, which have been released but not yet completed. The app enables you to keep track of your projects and prepare for steering committee meetings. You can display summary information, for example, about the start of your planned projects, or the status, cost and milestones of your active projects. By drilling down from the overview, you can access further details about the statuses or milestones of these projects, or display the project brief of individual projects.

Key Features:

Display the overall status of the active projects to which you are assigned as a member of the project steering committee, aggregated by status value:
- See the proportion of projects per status value in a doughnut chart.
- See the number of projects per status value.
- Drill down to the Project Briefs app to display all your projects or only projects with a specific status value.
Display the Overall Status of the active projects to which you are assigned as a member of the project steering committee:
- See the five projects with the most severe Overall Status values and trend at a glance.
- See the total number of your active projects.
- Drill down to the Project Briefs app to display all your projects or to display a specific project brief directly.
Display all Status values (except for the Overall Status) that are defined for the active projects to which you are assigned as a member of the project steering committee:
- See the five most severe Status values at a glance.
- See the total number of all Status values.
- Drill down to the My Projects - Detailed Status app to display all Status values.
- Drill down to the Project Briefs app to display a specific project brief directly.
Display the development of cost to date over time, aggregated across all active projects to which you are assigned as a member of the project steering committee:
- See the aggregated actual cost that has been recorded up to the current date at a glance.
- See the aggregated actual and planned cost-to-date values of the last three, six, or twelve months in a line chart.
- Display the corresponding figures.
Display the cost to date by cost component, aggregated across all active projects to which you are assigned as a member of the project steering committee:
- See the aggregated actual cost that has been recorded up to the current date at a glance.
- See the aggregated actual and planned cost per cost component in a bar chart.
- Display the corresponding figures.
Display the cost to date of all active projects to which you are assigned as a member of the project steering committee:
- See the five projects that have the highest variance between actual and planned cost (sorted by variance).
- See the total number of your active projects.
- Drill down to the Project Briefs app to display all your projects or to display a specific project brief directly.
Display the upcoming and overdue milestones that are defined for the active projects to which you are assigned as a member of the project steering committee:
- See the three most urgent milestones at a glance.
- See the total number of upcoming and overdue milestones.
- Drill down to the My Projects - Upcoming Milestones app to display all upcoming and overdue milestones.
- Drill down to the Project Briefs app to display a specific project brief directly.
Display the planned projects to which you are assigned as a member of the project steering committee:
- See the three planned projects with the earliest start date at a glance.
- See the total number of your planned projects.
- Drill down to the Project Briefs app to display all your projects or to display a specific project brief directly.

My Projects - Key Figures (F3376)

With this app, you get an overview of costs, overall status, project type, and the project priority of all the projects in which you are involved. You can also perform certain actions, such as, navigate to monitor project progress and view costs associated with projects.

Key Features

View projects based on various filter criteria such as their overall status, type, priority, main milestone date, and so on.
Switch between visual filter and compact filter.
Drill down to view projects by project type, main milestone date, overall status, overall status trend, priority, processing status, and upcoming milestone date.
Click data points on the chart to filter projects.
Select a project and monitor its progress or view costs associated with it.
Navigate to view contextual information related to a project.
This app includes SAP CoPilot, a contextual collaboration tool that allows you to create, collect, and share artifacts (such as notes, objects, messages, screenshots) based on the context of the screen you are currently working in.