Remarks

Import and Setup Build Zone Configuration (Fiori Launchpad in BTP / Cloud)

Problem You want to import and set up an application in SAP Build Work Zone, Standard Edition so that it is accessible via a Launchpad tile. You are unsure about the required trust setup, application creation steps, and how to correctly assign the app to groups, roles, and a site. Environment SAP Build Work Zone, Standard Edition SAP Business Technology Platform (SAP BTP) SAP Identity Authentication Service (IAS) SAP Authorization and Trust Management (UAA) Solution 1. Prerequisites: Trust and Federation Setup Before configuring SAP Build Work Zone, trust between UAA and Identity Authentication Service (IAS) must be established.

Importing Releases: Best Practices

Problem When importing updates for the PPM Process Package (PPP) via SAP CTS (e.g. STMS), it is often unclear whether multiple versions can be imported in a single import queue, how to deal with migration steps between versions, and what to consider when working with separate frontend and backend systems. Environment SAP CTS, STMS Solution The appropriate strategy depends on both the system landscape and the specific content of the releases. The following distinctions apply:

PPP Initial Installation / Import

Problem How to install and deploy the sophisTex PPM Process Package (PPP) in an SAP environment, including options for transport import (frontend/backend separated or embedded), SAINT-based add-on installation, and deployment on SAP BTP. Environment PPP Installation and Import Procedure Solution Option 1: Import via Transport Log in to the target system where you want to import:

Post Installation Activities

Problem You received the PPM Process Package solution and would like to perform all necessary post installation steps. Environment PPP Installation Procedure Solution Perform the following activities after the first import of the PPM Process Package solution is completed. In case your system landscape makes use of separate frontend and backend systems (“Central Hub Deployment”), make sure to perform all steps marked in blue (🟦) on your frontend system and all steps marked in red (🟥) on your backend system. If you’re using one system for both frontend and backend (“Embedded Deployment” / “Co-Deployed”), all steps need to be performed on the system.

Post Update Activities

Problem You received an updated version of PPM Process Package and would like to perform the necessary post update import activities. Environment PPM Installation Procedure Prerequisites A previous version of PPM Process Package must be installed. Reason After a new version of PPM Process Package was imported, some caches may not be reset automatically.

Transport Files Cannot Be Imported And End With ".txt"

Problem You received an updated version of PPM Process Package but it cannot be imported because the transport files end with file extension “.txt”. Environment PPP Installation Procedure Reason The transport file names have not been adapted properly before they were sent to you. The file contents are unimpaired. Solution Manually change the file extension of all provided transport files from “.txt” to “.SED” using the file browser of your choice (Windows Explorer, macOS Finder, etc.)

Deletion of BRF+ Decision Table or Ruleset Does Not Have Any Effects at Runtime

Problem You created your own customer BRF+ application as described in Creation of Customer BRF+ Application. Afterwards, you deleted some of the previously copied Decision Tables or Rulesets again, but the application continues to use outdated data. Environment PPP BRF+ Customizing Prerequisites Creation of Customer BRF+ Application Reason When saving and activating a BRF+ Decision Table, the contents are internally converted to ABAP code. In some cases, this code does not get updated when related objects, e.g. from the customer application, are deleted.

How to customize fields for Mirrored and Origin Task

Problem You want to customize fields for a Mirrored Task where both fields from the Mirrored Task and from the Original Task are displayed. Example from PPM Standard: Here all fields in the red box represent data that is fetched from the mirrored task. All fields in the yellow box represent data that is fetched from the original task. To represent this kind of behavior within PPP via customizing, follow the steps mentioned in the Solution section.

Customizing the Creation Wizard - Forms

Problem You are not satisfied with the default PPP customizing and would like to change the Creation Wizard Form Steps. Prerequisites A new BRF+ application according to Creation of Customer BRF+ Application has been created and a Text for various cases according to Translation of BRF+ Text Values has been added. Environment PPP BRF+ Customizing Solution Step 1: Creation of new Creation Steps Open your BRF+ Application and navigate to the expression table “Creation Step” (Technical Name: CREATION_STEP).

Customizing the Creation Wizard - Results

Problem You are not satisfied with the default PPP customizing and would like to change the Creation Wizard Results. Prerequisites A new BRF+ application according to Creation of Customer BRF+ Application has been created and a Field has been added to the Basic Field Config according to Customizing Fields - Basic Field Config. Additionally, a creation process has been customized through graphical (see Unknown Post) and / or form based steps (see Customizing the Creation Wizard - Forms).

Customizing PPP Authorizations

Problem You are not satisfied with the default PPP customizing and would like to change the PPP Custom Authorizations. Prerequisites A new BRF+ application according to Creation of Customer BRF+ Application has been created. Environment PPP BRF+ Customizing Solution Open your BRF+ Application and navigate to the expression table “PPP Authorization” (Technical Name: PPP_AUTHORIZATION). Item Type (Optional): Enter a PPM Item Type, which is then used to determine what the Authorization applies to.

Customizing SAP Authorizations

Problem You are not satisfied with the default PPP customizing and would like to change the SAP Authorizations in PPP. The SAP Authorizations are set according to this customizing for all scenarios, where SAP Authorizations are set in the PPM Standard too. (e.g. Delegating a Task, Assigning a User to a Role inside a Project, etc.) Prerequisites A new BRF+ application according to Creation of Customer BRF+ Application has been created.

Regenerating Metadata After Customizing Changes

Problem You performed changes in the BRF+ application and would like to update the OData metadata cache to ensure newly added fields are fully available. Environment SAP Gateway, BRF+ Customizing Reason The SAP Gateway automatically caches information about all available fields to improve performance. As a consequence of this, whenever new fields are added using BRF+, they will not exist in the Gateway cache yet.

Newly Added Fields Do Not Appear in Overview Lists

Problem You have added new fields to your Overview Lists in the PPP BRF+ customizing, but these fields are not appearing as expected in the user interface. This issue may be persisting despite the correct configuration and setup in the BRF+ application. Environment Overview Lists Prerequisites The new fields have been correctly configured in the BRF+ application according to the guidelines provided in Customizing Fields - Basic Field Config and Customizing Overview Lists.

Use PPP Workflow to Create and Link PS Project

Problem Requirement to automate the creation of PS Projects via workflow within SAP Portfolio and Project Management (PPM). Environment SAP Portfolio and Project Management (PPM) integrated with Project System (PS), including workflow framework and BRF+ configuration. Prerequisites Access to SPRO customizing Workflow framework configuration available BRF+ configuration access Required authorizations for PPM, PS, and workflow setup RFC destinations configured (if ERP and PPM are on different systems) Reason Manual PS project creation is inefficient and error-prone. Automation via workflow requires proper configuration of item types, integration settings, and workflow steps, which are not available by default.

Use PPP Workflow to Create Item and Project Versions

Problem You want to automate snapshot version creation using a workflow and need guidance on how to configure this within the workflow framework. Solution 1. Prerequisite: Maintain Permitted Version Numbers Before configuring the workflow, ensure that permitted version numbers are defined: Navigate to: SAP Portfolio and Project Management → Project Management → Structure → Define Permitted Version Numbers (Transaction code: SPRO) Maintain the allowed version numbers for snapshot creation. 2. Configure BRF+ and Workflow for Snapshot Creation Define Workflow Sequence

Use PPP Workflow to Create PDF and Attach to Item or Project

Problem You want to automate PDF generation using a workflow and need guidance on how to configure this within the workflow framework. Environment SAP S/4HANA (On-Premise) SAP NetWeaver 7.50 SP24 or higher SAP Business Technology Platform (SAP BTP) SAP Cloud Platform (ABAP Environment) Solution 1. Configure SAP Forms Service (Prerequisite) PDF generation requires SAP Forms Service integration.

Configure workflow settings post transport release

Problem PPP workflow may not execute correctly due to missing user setup, incomplete workflow customizing, or inconsistent configuration of workflow definitions. Environment SAP system with PPP workflow (WS00394100 / WS00394101) deployed. Prerequisites Access to SAP transactions SU01, SWU3, and SWDD Authorization to create users, assign roles/profiles, and execute workflow customizing PPP workflow transports available in the system Reason Workflow runtime issues typically occur when:

Required Fields During Project Creation

Problem After all steps of the Creation Wizard were completed and the user clicked “Next”, an error occurs. Although BRF+ customizing is set up to create a Project, no new Project was created and the process aborted. Environment Creation Wizard Reason Missing customizing. At least one field that is mandatory for Project creation has not been maintained. Solution The following Project fields must contain valid values at the end of the Project creation process; either using graphical or form-based steps:

Project / Item Creation Result Step Behaviour

Problem During the Project / Item Creation Wizard, some selection steps may not be displayed in the frontend UI. This can lead users to believe that a step is missing or incorrectly configured because it does not appear in the Creation header or wizard flow. Additionally, fields in the Creation form marked as Read-Only may not display values, even though values are expected to be filled automatically from the previously selected creation steps by the user.

Assignment of Admin Role Does Not Affect Authorization Checks

Problem You assigned role /STX/SOL_PPP_ADMIN to one or more users but no effects are noticable. Environment Overview Lists, Item Details, Projects Details, etc. Reason In some rare cases, the authorization data may not generate correctly after PPM Process Package was imported to the (backend) system. Solution Perform the following steps: Open transaction PFCG on the backend system.

Creating Own Overview Lists

Problem The Overview lists provided by default PPP are not sufficient for your needs and you want to create your own Overview list. Environment PPP Overview Enhancements Prerequisites You have created a Class in your own Namespace that is used as BAdI Implementation for the BAdI Definition /STX/SOL_PPP_BA_OVERVIEW in the Enhancement Spot /STX/SOL_PPP_ES_OVERVIEW. The created class needs to include the interface /STX/SOL_PPP_IF_OVERVIEW_BADI.

Maintain Trust Connection between SAP Systems

Problem You are using a “Central Hub Deployment” (separate frontend and backend systems) System Landcape and you are not sure if the setup has been done correctly. Environment SAP System Setup Reason The Trust Connection between the used SAP Systems is used to simplify logon processes across Systems by ensuring Security and minimize the requirements for authentication when logging on to a remote system.

Opening the Gantt Chart Asks for Login

Problem You selected the “Open Gantt Chart” button expecting immediate access to the project timeline, but were instead directed to a login screen. Environment Project Planning Reason The Gantt Chart feature operates by interfacing directly with the PPM backend system to retrieve and display data. As such, it is essential for users to be authenticated in the backend system where the SAP PPM installation resides to ensure secure access to the Gantt Chart.

Create, Delete, and Move Are Not Possible in Project Structure

Problem You opened tab “Project Structure” and expected functionality to create, delete, and move nodes in the Project tree. However, neither buttons for create and delete nor drag and drop options are available. Environment Project Planning and Project Structure Views Reason The application is designed with the principle that each view should excel at a specific set of tasks. This design choice is driven by a desire to streamline workflows, reduce complexity, and align with best practices in user experience.

Post Update Activities: 2026.2

Situation You’re upgrading from an earlier version of PPM Process Package to a newer release. Manual steps for migration are necessary. Solution The following steps are necessary if you implemented your own BRF+ customizing app. Update Customer App Execute the report /STX/SOL_PPP_CUSTOMER_BRF_APP for your customer BRF+ app without Simulation Mode. Activate new Analytical App Activate SICF Nodes [This has to be done on the frontend system; Transaction sicf] Following SICF Nodes have been added and have to be activated.

Post Update Activities: 2025.8

Situation You’re upgrading from an earlier version of PPM Process Package to a newer release. Manual steps for migration are necessary. Solution The following steps are necessary if you implemented your own BRF+ customizing app. Update Customer App Execute the report /STX/SOL_PPP_CUSTOMER_BRF_APP for your customer BRF+ without Simulation Mode. Changed Tables Following BRF+ Decision Tables have been updated and need to be manually updated in case they are already in use in the customer app:

Post Update Activities: 2025.7

Situation You’re upgrading from an earlier version of PPM Process Package to a newer release. Manual steps for migration are necessary. Solution The following steps are necessary if you implemented your own BRF+ customizing app. Update Customer App Execute the report /STX/SOL_PPP_CUSTOMER_BRF_APP for your customer BRF+ without Simulation Mode. Changed Tables Following BRF+ Decision Tables have been updated and need to be manually updated in case they are already in use in the customer app:

Post Update Activities: 2025.6

Situation You’re upgrading from an earlier version of PPM Process Package to a newer release. Manual steps for migration are necessary. Solution The following steps are necessary if you implemented your own BRF+ customizing app, or if PPM BAdI DPR_ACO has been implemented. If you have created your own BRF+ application according to Creation of Customer BRF+ Application and have changed the creation process, perform the first part of the following migration steps.

Post Update Activities: 2025.5

Situation You’re upgrading from an earlier version of PPM Process Package to a newer release. Manual steps for migration are necessary. Solution The following steps are necessary, if you implemented your own BRF+ customizing app. If you have not created your own BRF+ application according to Creation of Customer BRF+ Application or have not changed the creation process, this can be ignored. Update Customer App Execute the report /STX/SOL_PPP_CUSTOMER_BRF_APP for your customer BRF+ without Simulation Mode. No additional, manual steps are required. See Creation of Customer BRF+ Application for additional information.

Post Update Activities: 2025.4.1

Situation You’re upgrading from an earlier version of PPM Process Package to a newer release. Manual steps for migration are necessary. Solution The following steps are necessary, if you implemented your own BRF+ customizing app. If you have not created your own BRF+ application according to Creation of Customer BRF+ Application or have not changed the creation process, this can be ignored. Update Customer App Execute the report /STX/SOL_PPP_CUSTOMER_BRF_APP for your customer BRF+ without Simulation Mode. No additional, manual steps are required. See Creation of Customer BRF+ Application for additional information.

Post Update Activities: 2025.4

Situation You’re upgrading from an earlier version of PPM Process Package to a newer release. Manual steps for migration are necessary. Solution The following steps are necessary, if you implemented your own BRF+ customizing app. If you have not created your own BRF+ application according to Creation of Customer BRF+ Application or have not changed the creation process, this can be ignored. Update Customer App Execute the report /STX/SOL_PPP_CUSTOMER_BRF_APP for your customer BRF+ without Simulation Mode.

Post Update Activities: 2025.3.1

Situation You’re upgrading from an earlier version of PPM Process Package to a newer release. Manual steps for migration are necessary. Solution The following steps are necessary, if you implemented your own BRF+ customizing app. If you have not created your own BRF+ application according to Creation of Customer BRF+ Application or have not changed the creation process, this can be ignored. Update Customer App Execute the report /STX/SOL_PPP_CUSTOMER_BRF_APP for your customer BRF+ without Simulation Mode.

Post Update Activities: 2025.3

Situation You’re upgrading from an earlier version of PPM Process Package to a newer release. Manual steps for migration are necessary. Solution The following steps are necessary, if you implemented your own BRF+ customizing app. If you have not created your own BRF+ application according to Creation of Customer BRF+ Application or have not changed the creation process, this can be ignored. Update Customer App Execute the report /STX/SOL_PPP_CUSTOMER_BRF_APP for your customer BRF+ without Simulation Mode on your backend system.

Post Update Activities: 2025.2

Situation You’re upgrading from an earlier version of PPM Process Package to a newer release. Manual steps for migration are necessary. Solution The following steps are necessary, if you implemented your own BRF+ customizing app. If you have not created your own BRF+ application according to Creation of Customer BRF+ Application or have not changed the creation process, this can be ignored. Update Customer App Execute the report /STX/SOL_PPP_CUSTOMER_BRF_APP for your customer BRF+ without Simulation Mode.

Post Update Activities: 2025.1

Situation You’re upgrading from an earlier version of PPM Process Package to a newer release. Manual steps for migration are necessary. Solution With previous versions of PPM Process Package, some Fiori Launchpad Tiles were available only on one client. This issue has been corrected with 2025.1 - A Portfolio of New Features. However, in case you included our Tiles on your own Fiori Launchpad Groups or otherwise referred to them, you may see the following in your Fiori Launchpad: ❗Disclaimer: Please note that tiles added to the “My Home” tab by users will not be resolved using this approach. To address this, users must manually remove the tiles directly on the Fiori Launchpad. Alternatively, you can select the “Completely” option in Step 2 below to ensure all tiles are removed. ❗

Post Update Activities: 2024.1.21

Situation You’re upgrading from an earlier version of PPM Process Package to a newer release. Manual steps for migration are necessary. Solution The following steps are necessary, if you implemented your own BRF+ customizing app and implemented your own item or project creation process. If you have not created your own BRF+ application according to Creation of Customer BRF+ Application or have not changed the creation process, this can be ignored.

Post Update Activities: 2024.1.20

Situation You’re upgrading from an earlier version of PPM Process Package to a newer release. Manual steps for migration are necessary. With the release of 2024.1.20, the BRF+ customizing process for creation has been restructured. This redesign allows to handle project templates and project types as individual steps. Important Changes: BRF+ Table: CREATION_RESULT_PROJECT_TEMPLATES is now deprecated. The Field ID and Value columns in the Creation Result Datasets decision table are also deprecated.

Post Update Activities: 2024.1.18

Situation You’re upgrading from an earlier version of PPM Process Package to a newer release. Manual steps for migration are necessary. Solution The following steps are necessary, if you implemented your own BRF+ customizing app and implemented your own item or project creation process. If you have not created your own BRF+ application according to Creation of Customer BRF+ Application or have not changed the creation process, this can be ignored.

Post Update Activities: 2024.1.17

Situation You’re upgrading from an earlier version of PPM Process Package to a newer release. Manual steps for migration are necessary. Solution The following steps are necessary, if you implemented your own BRF+ customizing app. If you have not created your own BRF+ application according to Creation of Customer BRF+ Application, this can be ignored. Due to a minor change in PPP’s technical implementation, the object type TPO (Task directly below Project) has been merged with TTO (Task) and TPT (Task Template directly below Project) has been merged with TTT (Task Template).

Post Update Activities: 2024.1.16

Situation You’re upgrading from an earlier version of PPM Process Package to a newer release. Manual steps for migration are necessary. Solution Due to a minor change in PPP’s technical architecture, it is required to perform the following steps: Run transaction SE38 Execute report /STX/SOL_PPP_MIGRATE_SETTINGS with the following settings: Simulation: false (unchecked) Keep existing settings: true (selected) Repeat these steps on all subsequent systems and all clients.

Post Update Activities: 2024.1.15

Situation You’re upgrading from an earlier version of PPM Process Package to a newer release. Manual steps for migration are necessary. Solution The following steps are necessary, if you implemented your own BRF+ customizing App. If you have not created your own BRF+ application according to Creation of Customer BRF+ Application, this can be ignored. With this release, support for additional columns in BRF+ decision tables has been added. In order to get access to these new columns, the following steps may be performed.

Post Update Activities: 2024.1.13

Situation You’re upgrading from an earlier version of PPM Process Package to a newer release. Manual steps for migration are necessary. Solution Decision tables which need adjustments: AUTHORIZATION_SECTIONS - Authorization Sections Most of the following steps are only necessary when a table that needs adjustments also contains entries. If the table is empty, only step 3 has to be done. Export the Table Entries to Excel Clear the table Execute Report /STX/SOL_PPP_CUSTOMER_BRF_APP, make sure ‘Recreate Unused’ is set and ‘Simulation Mode’ is not set. Adjust the Excel File according to the adjustments steps listed below per Decision Table. Use Excel import functionality to upload the entries back to the Decision Table. Excel adjustment steps AUTHORIZATION_SECTIONS

Post Update Activities: 2024.1.11

Situation You’re upgrading from an earlier version of PPM Process Package to a newer release. Manual steps for migration are necessary. Solution Decision tables which need adjustments: CREATION_FORM_STEPS - Creation Form Steps CREATION_GRAPHICAL_STEP_CHOICE - Creation Graphical Step Choices FORM_CONTROL_CREATION_STEP - Form Control Creation Step COLUMN_CONTROL_AUTHORIZATION - Column Control Authorization COLUMN_CONTROL_OBJECT_LINK -Colum Control Object Link Most of the following steps are only necessary when a table that needs adjustments also contains entries. If the table is empty, only step 3 has to be done.

Post Update Activities: 2024.1.9

Situation You’re upgrading from an earlier version of PPM Process Package to a newer release. Manual steps for migration are necessary. Solution Updating Your BRF+ App If you created your own BRF+ app and would like to benefit from our newly introduced Sort Numbers, please follow the steps described in Creation of Customer BRF+ Application, Scenario “Update”. This will ensure your BRF+ app receives the most recent features present in our PPP Default Customizing. If you have not created your own customer BRF+ application, this skep is not necessary.

Post Update Activities: 2024.1.8

Post Update Activities: 2024.1.6

Situation You’re upgrading from an earlier version of PPM Process Package to a newer release. Manual steps for migration are necessary. Solution The following steps are necessary, if you implemented your own BRF+ customizing. If you have not created your own BRF+ application according to Creation of Customer BRF+ Application, skip until step Activate Gantt Chart. 1. Enter Expert Mode in BRF+ Open BRF+ via transaction BRF+ and click on the settings wheel at the top right. Select the EXPERT mode from the drop-down menu at the top left and then save:

Post Update Activities: 2024.1.4

Situation You’re upgrading from an earlier version of PPM Process Package to a newer release. Manual steps for migration are necessary. Solution In releases prior to 2024.1.4, an “Admin” Overview List for Item and Project Overview was included. These are redundant and therefore no longer included in the BRF+ Default Customizing. In case you copied the contents of BRF+ decision table OVERVIEW_TABS from the Default Customizing into your own BRF+ application, you need to remove all rows with TAB_KEY = ADMIN from your own application’s decision table manually.

sophisTex PPM Process Package: Enhancing SAP PPM Without Upgrade Risks

sophisTex PPM Process Package: Enhancing SAP PPM Without Upgrade Risks When considering SAP add-on solutions like sophisTex PPM Process Package (PPP), a common concern among customers is the potential impact on SAP system upgrades. The worry? That adding new functionality might complicate future upgrades of the SAP system, such as SAP PPM. With many third-party solutions, this concern is justified—some suppliers modify SAP standard logic, causing compatibility issues and increasing the complexity of upgrades. However, sophisTex PPM Process Package is built differently, ensuring that you can enhance your SAP PPM experience without introducing upgrade risks.