This page offers an overview of all Project management capabilities in SAP Cloud ALM. The section “Best Practices” gives guidance on how these functionalities should be used as part of a project and lists important blogs and videos on this topic.
For basic “How-To” instructions on how to use the tool, you should refer to the in-app help within SAP Cloud ALM or visit the -> Help Portal (link)
| Project and Set Up Tile | In the Project and Set Up app, you can create Projects, define milestones for the phases of your implementation projects and assign team members to Project roles | |
|---|---|---|
| Functions | Features | Features Description |
| Create Project | Create Project | You can create a project from the Project Tile in Fiori Launchpad's Overview Page |
| Create Project | Create Multiple | You can easily create another project either from the Overview Page or the Projects Tile on the Fiori launchpad, but you can only view them one at a time |
| Create Project | Activate Project | If you plan to use a hidden project later, you can unhide it |
| Create Project | Archive Project | You can hide a project. A hidden project can still be accessed and edited if you have saved a bookmark. A hidden project can also be reactivated |
| Create Project | Project History | You can see the changes made to the project attributes and the team assignments by looking at the project history. You can also sort and filter the history |
| General Information | Project Name | You can give your project a name as you create it, and you will be able to change it later |
| General Information | SAP Activate Task Template | You can select from a limited set of templates provided by SAP Activate Methodology |
| General Information | Access Level | You can set the access level to public, restricted, or private to control who can view and edit information in a project or deal with confidential projects |
| General Information | Status and Planning | You can set the project status manually to On Track, Needs Attention, or Critical |
| General Information | Current Phase | You can check the current phases of your project: Prepare, Explore, Realize, Deploy, and Run |
| General Information | Project Lead | You can also assign multiple project leads to the same project |
| SAP Activate Methodology | Support Activate Methodology | SAP Cloud ALM has been designed to help you transition to an agile way of working. For example, you can decide to adopt this agile way of thinking irrespective of where you are in your project. You can create and close sprints in a running project without any risk |
| Timeboxes | Phases | You can create and add custom phases to the project. They get sorted automatically based on dates. Custom phases can be deleted. You can also deactivate all phases except the Prepare phase. You can reverse this decision |
| Timeboxes | Sprints | You can create, edit, and close the Sprint schedule for the project |
| Timeboxes | Milestones | You can create, delete, and add custom Milestones in a project and use them to assign due dates to Tasks |
| Teams | Create Multiple Teams | You can create multiple teams for the same project |
| Teams | Understanding the PMO Team | PMO Team is the default when you create a new project and it is the only team that has a Project Lead role, and it cannot be deactivated |
| Teams | Team Assignment | You can assign people to the project roles |
| Roles | Project Lead Role | Only the PMO Team has the role of Project Lead |
| Roles | Custom Role | You can add custom roles to projects by assigning people to them and using them as other project roles in the system |
| Roles | Deactivate Roles | You can deactivate the created project roles if you do not need them |
| Roles | By Users | You can assign users to the project roles |
| Scopes | Manage Scopes | You can use the Manage Scope app to create and manage scopes. By selecting the Scopes tab, you will see a list of scopes that are in your project |
| Scopes | Create Scopes | You create a Scope from scratch and then first assign Solution Scenarios such as SAP S4HC with a particular content version and then pick processes from those Solution Scenarios |
| Scopes | Edit Scopes | The scopes you created can also be edited |
| Project Categorisation | Assign Workstreams | With Excel uploads, custom workstreams can be made. Workstreams are provided by Activate Methodology and are available for use in SAP Cloud ALM implementation |
| Project Categorisation | Create Custom Tags | You can create Custom Tags using Excel Upload |
| Project Categorisation | Gantt Chart View | You can see different items such as Requirements, User stories, Tasks in list view or a Gantt chart view |
| Deployment Landscape | Deployment Plan | You can assign a Deployment Plan to the Project which ensures the Project sees the system Landscape |
| Deployment Landscape | System Group | You can select required System Groups and assign it under Deployment plan |
| External Integration with SAP Central Business Configuration | Integration Scenario | Once the setup is complete, you can select an Integration scenario during Project Setup and link. |
| Links to Videos | Release Date |
|---|---|
| Deep Dive in Project Management in SAP Cloud ALM (30:31 mins) | March 02, 2023 |
| Creation of SAP Cloud ALM users | Link to Media Center for SAP Cloud ALM Implementation |
| How to Setup a Project in SAP Cloud ALM (8:52 mins) | December 02, 2022 |
| Understanding Project and Authorization Roles in SAP Cloud ALM (5:36 mins) | December 06, 2022 |
| How to Set Access Restrictions in a Project in SAP Cloud ALM (6:04 mins) | December 16,2022 |
| Run Your Projects Successfully with SAP Cloud ALM for Implementation (44:21 mins) | March 03, 2023 |
| WATCH the REPLAY from ALM Summit APJ 2022 on Project, Task & Requirements (44:23) | July 26 - 29, 2022 |
| Links to Blog Posts | Author Information |
|---|---|
| Project Setup in SAP Cloud ALM ( Posted On January 7, 2021) | Jagmohan Singh Chawla |
| Set up and Administration Guide on Help Portal | Link to Help Portal |
| What is what in SAP Cloud ALM for Implementation (Posted On June 24, 2022) | Jagmohan Singh Chawla |
| How to work with multiple Projects in SAP Cloud ALM (Posted On February 22, 2021) | Jagmohan Singh Chawla |
| Multiple teams in same Project now possible in SAP Cloud ALM (Posted On September 10, 2021) | Jagmohan Singh Chawla |
| Capabilities and Features in Project, Requirement and Task Management in SAP Cloud ALM (Posted On January 13, 2021) | Jagmohan Singh Chawla |