The SAP S/4HANA 2023 release closes the modernization of selected compatibility scope items for Project System (PS) as well as for Portfolio and Project Management (PPM). This blog aims to give an overview of the modernized compatibility scope items as well as explain which features will remain in the compatibility scope.

More general information about the Enterprise Portfolio and Project Management (EPPM) compatibility scope is shared in this SAP Community Call. Details on features that stay in compatibility scope are available in the blog “Compatibility Scope: What Happens after 2025/2030”. While this blog only focusses on EPPM and reflects the status as of today, SAP note 2269324 contains the most up-to-date information on compatibility scope across all application areas.

Compatibility scope items with modernized capabilities

The following compatibility scope items have been modernized as part of SAP S/4HANA. These modernizations can be different types of SAP S/4HANA specific capabilities, e.g. a new Fiori app, performance improvements by leveraging HANA capabilities, integration to features that are only available with SAP S/4HANA etc.. The modernized feature in compatibility scope becomes part of the perpetual scope with the specific release in which the modernization was added. This means, in order to use the feature as part of the perpetual scope, you need to upgrade to the release in which the modernization was delivered (or higher) before the expiration of the compatibility scope license.

Integration to Portfolio and Project Management (Note 2268020)

• Integration of Portfolio Management with Project System, Plant Maintenance, Financials and Integration of Project Management with ERP Financials via the Generic Cost Collector/Accounting Object Manager:
  modernized by transferring planned costs from the portfolio item to a linked PS project into ACDOCP with SAP S/4HANA 2022 FPS1
• Integration of Project Management with ERP Financials via the Generic Cost Collector/Accounting Object Manager:
  modernized by integration of Easy Cost Planning with ACDOCP as of SAP S/4HANA 2022
• Object Links between Portfolio and Project Management objects and S/4 objects:
  modernized by support of links to SAP Fiori apps in Object Links framework as of SAP S/4HANA 2022 FPS1
• CATS Integration for time recording:
  modernized by the new Fiori app Timesheet Analytics – Activities with SAP S/4HANA 2022.

PS-Project Reporting (Note 2267286)

• Cost Element and Summarization Reports
  Report Painter/Report Writer based Cost Element and Summarization reports in Project System are part of the perpetual scope of SAP S/4HANA. This follows the guidance provided by Finance in Note 2997574.
• Project Structure Reports
  modernized by support of key-user extensibility (SAP S/4HANA 2021)
• Hierarchy Reports, Line Item Reports
  modernized by the SAP Fiori apps Project Cost Overview and Project Cost Line Items with SAP S/4HANA 2022 FPS1

Selected Logistics Capabilities (Note 2267384)

• CNMM Project-Oriented Procurement (ProMan)
  modernized by support of multiple business partner addresses for purchasing integration with SAP S/4HANA 2021, this also includes the ProMan enhancements included in Business Function OPS_PS_CI_1
• Non-valuated project stock
  modernized by cost-distribution features provided in the context of Project Manufacturing Management and Optimization with SAP S/4HANA 2020
• Open Catalog Interface (OCI)
  modernized by support of secure authentication with SAP S/4HANA 2022 FPS1

Simplification of Date Planning Transactions (Note 2267188)

Modernized with SAP S/4HANA 2022 FPS2 by navigation to the Fiori apps Project Schedule and Project Network Graph

Selected project financial planning and control functions (Note 2267182, 3033658, 3033711)

• PS Cash Management
  Modernized by reading from the universal journal (SAP S/4HANA 2023)
• Forecasting
  modernized by Fiori app to schedule project forecasting jobs (SAP S/4HANA 2023)
• Progress
  modernized by support of key user extensibility fields with SAP S/4HANA 2022
• Cost Calculation
  modernized by integration into ACDOCP, the main table for financial planning with SAP S/4HANA 2022
• Integrated Planning for Networks
  modernized by integration into ACDOCP, the main table for financial planning in SAP S/4HANA
• Revenue and Earnings
  the topic of revenues and earnings has been modernized by integration into the financial tables ACDOCA and ACDOCP, e.g. new dynamic item processor source for reading actual costs from the universal journal (SAP S/4HANA 2022 FPS0)
• Interest Calculation
  modernized by performance improvements with SAP S/4HANA 1511, see notes 2676316 and 2686152
• Variant Creation for Project Selection for Period Close
  The transaction is supporting the collective processing of various period-end closing activities. With the modernization of period-end closing activities, such as project interest calculations or forecasting the transaction also becomes part of the perpetual scope.
• WBS Element Groups
  modernized by support of WBS element hierarchies in transactions for WBS element groups (SAP S/4HANA 2022), see note 3273309.
• Copy Plan Version
  the topic of copying plan versions is modernized by report Copy plan category for projects(SAP S/4HANA 2022 FPS1)
• Settings for Time-Dependent Status for Results Analysis
  The topic of results analysis is modernized by support of event-based revenue recognition for selected scenarios (SAP S/4HANA 2022 FPS1)
• CNMM Project-Oriented Procurement (ProMan)
  modernized by support of multiple business partner addresses for purchasing integration with SAP S/4HANA 2021

Progress Tracking & Monitoring Dates (Note 2267190)

Modernized with SAP S/4HANA 2022 by support of key user extensibility fields

Project Planning Board, Gantt-Chart, Hierarchy and Network Graphics (Note 2270263)

• Project Planning Board
  modernized by Fiori app Project Schedule as of SAP S/4HANA 2021
• Network Graphic
  modernized by Fiori app Project Network Graph (SAP S/4HANA 2020 FPS1)

Project texts (Note 2270266)

With SAP S/4HANA 2021 FPS1 renewed project texts are available. Renewed PS texts provide a modernized persistency and the Fiori app Project Text for maintenance, while covering similar features as the previous solution.

Claim Management (Note 2267169)

Modernized with SAP S/4HANA 2022 by an API for reading claim data and status as well as the Fiori app Project Claim Overview

Selected PS Business Function Capabilities (Note 2267333)

• Project Builder enhancements
  Project Builder is modernized by several enhancements, e.g. display of archived multilanguage short texts in Project Builder, support of multilanguage short texts in Fiori apps or a new processing layer for creating purchase requisitions from network activities.
  With SAP S/4HANA 2022 FPS1 the Project Builder enhancements are part of the perpetual scope.
• Project-Oriented Procurement (ProMan) enhancements
  modernized by support for multiple business partner addresses as part of the purchasing integration (SAP S/4HANA 2021)
• Progress Tracking and Progress Analysis enhancements
  modernized by support of key-user extensibility with SAP S/4HANA 2022 FPS0
• Cost Calculation enhancements
  modernized by ACDOCP support for Cost Calculation with SAP S/4HANA 2022 FPS0
• Extractors for BI Content
  The extractors for customer and user fields (SAP S/4HANA 2020 FPS0), Easy Cost Planning data for projects (SAP S/4HANA 2022 FPS0) and multilanguage texts (SAP S/4HANA 2022 FPS0) are part of the perpetual scope, for details see Note 2267333

• OPS_PS_CI_1
  • Change Inherited Settlement Rules
    modernized by substitution and validation of WBS element settlement rule parameters (SAP S/4HANA 2022 FPS1)
  • Project System Material Component enhancements
    modernized by support of a new processing layer for creating purchase requisitions from network activities (SAP S/4HANA 2022 FPS1)
  • Determine WBS Account Assignment at MRP Area Level
    modernized by the usage in enhanced Project Manufacturing Management and Optimization scenarios (SAP S/4HANA 2020)
  • Performance improvements through allocation of status combinations
    modernized by reading via status combination codes in the OData APIs for Project and Project Network (SAP S/4HANA 2023)

• OPS_PS_CI_2:
  • Display of Non-archived and Archived Line Items
    modernized by the new Fiori app Project Cost Line Items (SAP S/4HANA 2022 FPS1)
  • Option for the Down Payment Clearing of Billing Plans and Invoicing Plan
    modernized with SAP S/4HANA 2023 by the modernization of Project Cash Management

Current simulation functions in Project System (Note 2270264)
Modernized by key-user extensibility (SAP S/4HANA 2020 FPS2) and part of perpetual scope as of SAP S/4HANA 2021 FPS1 with the visualization of simulations in the Fiori app Project Schedule for Versions

Simplification of maintenance transactions (Note 2270246)

Modernized by key-user extensibility (SAP S/4HANA 2020 FPS2).

Workforce Planning (Note 2267189)

Modernized by the option to select personnel resources via teams from Responsibility Management (SAP S/4HANA 2023).

Compatibility scope items

The following sections collects those features for which usage right will expire with the expiration date of the compatibility scope. The following simplification items describe scope that remains in compatibility scope.

Note 3265838 and the related simplification item SI27: Logistics_PS: S4TWL – Project System – Compatibility Scope collect those Project System features that remain in compatibility scope and that were initially part of other simplification items that have however been modernized or closed.

Project Reporting (previously contained in Simplification Item 459)

• Change documents: Work Breadown Structure (CJCD): consider using Change Documents for Projects/Netw. (CN60)
• Change Documents for Network (CODC): consider using Change Documents for Projects/Netw. (CN60)
• Display Change Documents: Network (CN65): consider using Change Documents for Projects/Netw. (CN60)
• Project Actual Cost Line Items (CJI3): consider using Project Actual Cost Line Items (CJI3N)
• Data Transfer to SAP-EIS (CJSA): no alternative planned
• Select Key Figure and Characteristic (CJSB): no alternative planned

Consistency check transactions (previously contained in Simplification Item 460)

• CNC4 Consistency checks for project structure
• CNC5 Consistency checks sales order/proj.
• S_ALR_87013595 Consistency checks sales order/proj.
• S_ALR_87013596 Consistency checks sales order/proj.
• S_ALR_87013597 Consistency checks sales order/proj.

The above transactions are used to check consistency of master data within the project structure or between project and sales order. For selected use cases validation can be used as an alternative.

Selected project financial planning and control functions (previously contained in Simplification Item 462)

• CNPRG Network Progress : no alternative planned
• CNFOWB Forecast Workbench: no alternative planned
• Transfer Price Agreements: no alternative planned,

Production Resources and Tools functions for projects (previously contained in Simplification Item 463)

• No alternative planned, consider the usage of material components or work center capacities instead

Progress Tracking & Monitoring Dates (previously contained in Simplification Item 464)

• Monitoring Network Dates (NWTM): consider using Progress Tracking

Project Planning Board, Gantt-Chart, Hierarchy and Network Graphics (previously contained in Simplification Item 465)

• Project Hierarchy Graphic (Note 3000979): no alternative planned

Selected PS Business Function Capabilities (previously contained in Simplification Item 468)

OPS_PS_CI_1:

• Access Control Lists: no alternative planned
• Display of statistical key figures on an additional tab page and extractors for BI content for statistical key figures: no alternative planned

OPS_PS_CI_2:

• Forecast Workbench: no alternative planned

OPS_PS_CI_3:

The business function provides an optimization for Resource-Related Billing (RRB) for the source Actual costs – line items. As an alternative, consider using the optimization provided with SAP Note 2677564 or evaluate the usage of the new source Actuals Cost from Univ. Jrnl (Actuals Cost from Universal Journal) available as of SAP S/4HANA 2022.

Specific PS archiving transactions (Simplification Item ID 470)

Consider using central archiving functionality (transaction SARA).

Project Management Integration with DMS

Consider using object links for DMS document integration (Note 3300448) or document repository in PPM Project Management.