Project Setup

You can visit the blog post on tips and tricks in Project Management here.

 

A project is a container that helps in reporting and managing information. A project can contain only one template but can support multiple products. SAP Cloud ALM allows creation and management of multiple parallel projects. 

In order to start working in SAP Cloud ALM you need to create a project. You can create it from Projects Tile in Fiori launchpad or create it from Overview page.

SAP Cloud ALM allows creation and management of multiple parallel projects. You can create multiple projects from Projects Tile in Fiori launchpad or create it from Overview page.

Once the setup is complete, you can select an Integration scenario during Project Setup and link. You can check the onboarding in Expert portal for more information.

Why multiple teams in a Project:

As Projects can be bigger in size , the Project lead may want to track different areas of work differently. As an example the Project lead my want to divide the Project user base by

  • Countries
  • Lines of Business
  • Org structure
  • Special focus eg Auditing and compliance
  • Workstreams

or any other business reason. That's why its important that the Project has more than one team.

 

How to create multiple teams:

You can navigate to the teams tab in a Project and click on create

 


The next screen allows you to create a  short Team Title , a longer Team description and add persons to the designated Project roles

please note you can delete the user created teams later.

 

What is the system defined default team called "PMO Team"

When you create a new Project , system creates one team by default called “PMO team”. This team can not be deleted

PMO stands for Project management Office. Each team consists of set of Project roles but one Project role called “Project lead” has special privilege . A Project lead can as an example

  • Perform project setup
  • Maintain Project timelines
  • Maintain Project team information

This role “Project Lead” appears only in  “PMO team” which is created by the system. Please note if you use different terminology , you can change this name but please understand that the role “Project Lead” can not be added to a user created team.

How to work with teams:

You can use the defined teams for Task assignments and then use them for filtering. You can also create views in your task list for teams.

The purpose of this task is to assign team members to the delivered roles. These roles are used to filter the view of the tasks to what is relevant to each team member. Once assigned, the roles can be individually maintained in the 'Tasks' view in order to fine tune the responsibilities.

See the in-app help in the Teams view for more details

The Open Application button will navigate to the Team view.

Procedure:

  1. Project Lead can assign the users to the roles by entering the email addresses.
  2. The SAP Cloud Admin needs to approve the added users using User Administration
  3. Additional people can be added later in the project by returning to this view.

Roles in a Project:

A project comes with a pre-delivered set of roles provided by Activate methodology. 

How to add a custom Project role:

SAP Cloud ALM comes preloaded with list of roles from SAP Activate methodology, we decided to give you the flexibility to extend it.

Go to Manage Projects and click the tab called Roles.

You can navigate to this and click to create a New Project role, you can also give a Description and save.

In this example, it is “My Custom role“. The role appears in role list with a special icon after saving.

 

How to use the newly created Project role:

You can navigate to the desired Project, go to team setup and you will find the newly created role.

You can assign persons to it and use it as other Project roles in the system.

 

What access is given to the person assigned to custom Project role?

At this stage all custom Project roles are mapped to the Project member authorization role.

You can select Show Project History to have the project history displayed in a side panel. You can see the changes made to the project attributes and the team assignments.

You can see the status of the project beside it's name as well as in the details. It can show the status on track, needs attention or critical.

You can hide a Project or unhide it. A hidden project can still be accessed and edited if you have saved a bookmark. If you plan to use a hidden Project later Actively, you can unhide it.