ProjectManagement

for Engineering Companies 1

2

CONTENT
Executive Summary..................................................... 3
About SAP ................................................................... 3
About MARINGO ......................................................... 3
Special Features.......................................................... 4
Benefits for your Business ........................................... 5
Supported Business Processes................................... 6
Functional Overview .................................................... 7
Customer Relationship Management (CRM)............... 8
Acquisition ................................................................. 10
Project Planning .........................................................11
Resource Planning .................................................... 12
Actual Data Recording............................................... 13
Purchasing................................................................. 14
Web Client ................................................................. 15
Travel Management ................................................... 16
Project Clearance ...................................................... 17
Contract Management ............................................... 18
Accounting ................................................................. 18
Controlling ................................................................. 19
Reporting ................................................................... 20
System Adaptation..................................................... 21
Role-Based Access Rights ........................................ 22
Client Server Architecture .......................................... 22
System Requirements ............................................... 23
Further Information .................................................... 24
 3

EXECUTIVE SUMMARY ABOUT SAP

ProjectManagement is an integrated project management and SAP is the world’s leading provider of business software solutions
accounting solution specifically designed for the business software for different industries. With over 12 million users in more than 120
solution SAP Business One. ProjectManagement caters for all busi- countries, with over 100,000 installations and more than 1,300
ness processes of small and midsize engineering companies through partners worldwide, SAP is the leading manufacturer of business
a uniform user interface. The solution provides one single databa- software solutions and the world’s third largest independent software
se to manage data, from Financials, Human Resources, Project provider.
Man-agement, Engineering to Customer Relationship Management
(CRM). Depending on their access rights, users have access to all Whereas SAP solutions were mostly used by large businesses in the
the critical information they need to make smart business decisions. past, companies of all sizes are using the software today to realise
ProjectManagement is not only an easy-to-use and affordable soluti- its full benefits. SAP spends more than one milliard Euro each year
on, but also highly customisable and feature-rich. on research and development to ensure that solution portfolios meet
current and future specific needs in different industries.
ProjectManagement is distributed internationally and is available in
different languages. The solution is delivered by a network of quali- ABOUT MARINGO
fied business partners that distribute the software and provide local
service and support. For this reason, ProjectManagement fpr SAP MARINGO Computers is one of the leading SAP Channel Partners in
Business One already has more than 5,000 users worldwide! the SAP Business One environment in Germany.

MARINGO Computers was founded in 1986 in Cologne (Germany)

and specialises in the development and sale of business software
solutions. In order to distribute ProjectManagement also in the
US market a branch office was founded in New York.
4

SPECIAL FEATURES

Entire Workflow Role-Based Access Rights Work In Progress

ProjectManagement handles the entire workflow of engineering Keeping data centrally could create risks because not all users of the Rendered services often cannot be charged to the customer at the
companies, from proposal management and project planning, data system should have access to data or should be able to edit data. end of the month because it has been contractually agreed that work
recording and data clear-ance to invoicing and data posting. Because For this reason, ProjectManagement includes a sophisticated access will be invoiced upon phase or project completion. ProjectManage-
one single system is used to manage data, all authorised persons right system based on the employees’ roles (field of duty) within the ment enables users to monthly evaluate the inventory of work in
have access to the critical information they need to make smart company. The access right system can be easily tailored to individual progress based on the incurred costs and to post inventory changes
business decisions. needs. accordingly.

Web Client Management Information System

The Web Client is a comprehensive information tool used to enter, ProjectManagement provides the management with powerful
maintain and access data concerning customers, employees and controlling and reporting tools to ensure access to critical up-to-
projects. Access to data is always available independent of location the-minute information. Authorised users can select any report and
and time. personalise the layout for printing.

Sophisticated Project Planning Inter-Company And Intra-Company Distribution

ProjectManagement allows for the creation of different planning ProjectManagement supports two types of internal distribution: It
versions. Planning versions created by the user continue to exist enables to distribute amounts between profit centers or between
and can be updated or compared depending on the project’s status. branches or branch offices of a group of companies or a holding
Different planning methods (e.g. GANTT Planning, Period Planning) company.
allow the user to update the project. The different planning types give
Management
project managers a multidimensional view of their projects.

Travel Expenses Accounting Consulting Project Management

ProjectManagement assists the user in creating detailed travel

Central
expenses, normally a time-consuming process for the accounting Database

department. Travel expenses are recorded in the Web Client or the

standard system by the employees or by specifically authorised
users. Costs can either be charged to the customer or can only be
accounted for internally by the employee.
Financials Sales
„The solution enables us to work with a single, accurate source for all critical, up-to-the minute business data.
This gives managers a complete view of the status of current projects.“
Friedrich Hörauf, Managing Director, GCA projectmanagement + consulting gmbh
5

BENEFITS FOR YOUR BUSINESS

Uniform User Interface Enhanced Customer Relationship Worldwide Support

ProjectManagement supports the business processes of engineering Employees of the support department have direct access to cus- ProjectManagement is available in different languages. The software
companies. This means, only one single system han-dles the typical tomer data so that they can react faster on customer demands or supports all common currencies and is distributed in many countries
workflow of an engineering company working on a project-oriented determine the reason for customer reactions. by qualified business partners.
basis, from project planning, data recording, data clearance and
invoicing to accounting. Simple Maintenance Secure Future / Secure Investment
ProjectManagement is an integrated system that runs on a single ProjectManagement is based on SAP Business One from SAP, the
One-Time Data Entry server thus reducing maintenance time and costs. The ‘live update’ world’s leading provider of business management software.
ProjectManagement is an integrated system and therefore avoids function enables to download new versions at the touch of a button.
costly, error-prone workarounds across multiple software tools. A distribution setup provides for the allocation of the new version to
all other clients.
Solid Ground For Decision-Making
The use of one single system for data management guarantees that Reduced Learning Curve
each authorised user has access to up-to-date information. The Microsoft Windows environment helps users to become familiar
Managers have access to solid data for better decision making. more quickly with the system and therefore significantly reduces the
learning curve.
Complete Overview
In addition, using one single system for data management delivers Cost Reduction
managers information on the status of projects, business units or the As ProjectManagement is an integrated solution only one system
entire company for an immediate overview. has to be maintained and updated. This lowers the costs for software
updates of different programmes significantly.
6

SUPPORTED BUSINESS PROCESSES

ProjectManagement is a comprehensive project management and Management Controls and Reporting Project Management
accounting solution with an intuitive and easy-to-use interface. The ProjectManagement provides the tools companies need to stream- ProjectManagement provides comprehensive options for project
application includes all the tools you need to optimize and simplify line operational and managerial processes. The solution provides management and accounting. Services can be accounted for on an
your business processes, including the following: online alerts on project relevant results, such as monitoring project hourly, daily or value basis; and the breakeven of projects can be
budgets or limitations for single services agreed by contract. If a limit easily assessed on an ongoing basis. This gives managers planning
Customer Relationship Management (CRM) is exceeded, the system notifies the project manager automatically. reliability because the software keeps them on top of business
ProjectManagement includes an integrated CRM system with various By simply selecting information and associating it with another, management data of one or more projects.
functions, from opportunity management and project information managers can easily analyse complex information and generate
with web-based access to an entire web-based component for the reports. Human Resources
management of customer support requests. This integrated function ProjectManagement offers various Human Resources options to
provides a quick overview of all aspects of customer relationship Information Management support staff management. Saved business calendars, recorded
management. The deep insight into the project’s process and the The intuitive user interface with powerful tools allows the authorised attendance times and defined employee profiles provide information
customer support allows recognising the customer’s needs more user to get an overview of the projects’ current status or the business on the employee’s utilisation; on the existing company’s knowledge
quickly which enhances the customer relationship and increases situation. In addition, data can be retrieved directly. ProjectManage- and skill-base and its application. This in turn gives managers
customer satisfaction. Managing and controlling the customer relati- ment thus offers a wide range of hitherto unknown possibilities for planning reliability and enables them to assess whether (or when)
onship and the project process more effectively leads to both greater management and decision-making. new projects can be accepted and what the quality will be.
profit and more business opportunities.
FUNCTIONAL OVERVIEW

Employee Data Resource Pool Attendance

Payroll Interface Inter-Company Invoicing Work In Progress
Management Management Time Recording

New Employee Wizard Resource Pool Working Times Rules Payroll Types Inter-Company Accounting Assessment Methods

Calendars Resource Pool Planning Time Recording Export Wizard Accounting Simulator Accounting Matrix Assessment

Skills Resource Pool Report Attendance Management Overtime Premium Accounting Wizard Assessment Wizard

Vacation Planning Confirmation Attendance Error List Distribution List Assessment Lists

Human Resources Reports Basic Settings Cost Rate Wizard

Project Data
Acquisition Project Planning Purchasing Time and Material Entry Travel Expenses
Management

Project Templates Preliminary Projects Planning Dimensions Purchase Process Time Sheet Entry Travel Expenses Categories

Project Creation Wizard Preliminary Project Creation Wizard Standard Planning Purchase Process Wizard Material Entry Travel Expenses Wizard

Phases Preliminary Planning GANTT View Quote Request Project Entry Travel Expenses Accounting

Services Calculation Periodic Planning Purchase Document Entry Entry by Manager Invoicing to Customer

Document Management Transformation Wizard Planning Transfer Wizard Purchase Order Collector Entry Reports Travel Expenses Transfer Wizard

User-Defined Fields Sales Development Report MS Project Interface Purchase Process Balance Basic Settings Entry by Accountant

Planning Reports Travel Expenses Report

Management Information

Approval Contract Management Invoicing Controlling Web Client

Service Clearance Fixed Price Contract Standard Invoicing Time and Material Transfer Wizard Time and Material Entry

Material Clearance Time and Material Contract Contract Collector Project Manager Reports Travel Expenses Entry

Final Invoice
Travel Expenses Clearance Phases and Milestone Contract Manager Reports Planning Information
for Down Payment Contracts

Travel Expenses Clearance by Manager Recurrent Invoicing Contract Invoice Attachments Resource Pool Manager Reports Project Clearance

Clearance Summary Reports Maintenance Contract Business Unit Reports Reminder

Down Payment Invoice Management Summary Reports Reports

Call-off Contract Degree of Completion Reports User Settings

Contract Reports Breakeven Analysis

8

CUSTOMER RELATIONSHIP MANAGEMENT (CRM)

SAP Business One provides comprehensive sales and CRM func- Business Partner Master Data
tions leading to increased customer loyalty and profitability. Project- All critical information on customers, prospects and suppliers, such
Management upgrades these core functions by introducing features as email address, profiles, sales reports or activities with business
and functions required for successful project management. partners, is recorded. This functionality enables the user direct ac-
cess to all critical project data concerning the business partner.
Tracking Sales Opportunities
Sales Opportunities features allow users to record every sales oppor-
tunity from the first phone call to the successful close of a
transaction. This key functionality allows users to enter various
details concerning the opportunity, including the source, potential,
closing date, competitors, and activities. Depending on the sales
level, ProjectManagement enables the creation of projects directly
from a sales opportunity.

Sales
Quotations can be generated directly from a pre-calculation. When
the order has been placed, accounting transactions are created
using different contract types (fixed price, milestone, maintenance,
down payment etc.).

Figure 1: overview of projects with a business partner

 9

Reporting Web-Based Access

The user can analyse opportunities according to region, branch, The Web Client allows consultants and service staff members to
customer or account manager. The reporting features allow users access all critical customer information irrespective of location and
to display forecasts and to show expected revenues per month or time. No matter what kind of information (e.g. general customer infor-
quarter. mation, project status, sales document or current activity) is required,
the Web Client gives employees the information they need.
Campaigns and Prospect’s Management
Users can import prospect data and manage sales promotional ac-
tivities. This functionality supports the addition of prospects to email
campaigns and newsletter lists. Prospects or business partners can
be contacted directly by phone or by means of email campaigns and
the results of each campaign can be tracked.

Figure 2: access to all critical information independent of location and time Figure 3: list of hotline tickets showing the handling status
10

ACQUISITION

ProjectManagement’s data and functions can already be used in the Calculation Sales Development Report
pre-calculation. The acquisition features allow users to create quo- This functionality allows using several versions to calculate a pre- This function lets users generate a report that shows the notified
tations based on system data (resources, project templates) and to liminary project. The calculation is mainly used to compare costs hours or items required for current projects and the calculated
use predefined contracts for calculations (agreements on prices and with potential revenues of performed services, materials or travel preliminary projects taking into account the order probability. This
accounting terms). All this simplifies the planning significantly. expenses. provides an overview of the employees’ utilisation and the sales
development.
Preliminary Project Planning (Quotations)
Preliminary projects assist users in the project oriented planning
process. This method allows the creation and planning of data on
phases. The structure of preliminary projects corresponds to the
structure of normal projects. Project data includes information on
project number, title, business unit, customer etc. At this stage,
resources can be taken into account with order probability when
calculating the capacity. In addition, the costs for preliminary projects
can be recorded.

Transforming Preliminary Projects

A quotation can be easily transformed into an order, i.e. a so-called
preliminary project is transformed into a current project. An easy-to-
use wizard assists users in creating and transforming preliminary
projects.

Figure 4: Preliminary Project

 11

Period Planning
A matrix for period planning is available that enables the user to plan
the resources for each month per phase.

Planning Transfer Wizard

The Planning Transfer Wizard allows users to postpone a planning
and to transfer a project planning to another phase or resource.
Various other aspects can also be changed, for example the copying
of planning from one project to another.
Figure 5: GANTT Planning

MS Project Interface
Are you planning your projects with MS Project? If so an interface
PROJECT PLANNING enables to synchronise planned data between MS Project and Proj-
ect Management. In addition, actual data recorded can be trans-
ProjectManagement enables sophisticated planning options. The Standard Planning ferred to MS Project and newly created processes or milestones can
system makes a distinction between four planning versions (e.g. Users can create different process scenarios in the respective be transferred to the other programme.
preliminary project planning (blocked), preliminary project planning, planning version, from overall planning to detailed day planning
primary planning and current planning) that can be created by using by using different resources, such as employees, resource pools, Planning Reports
different methods (GANTT Planning, Standard Planning, Period materials and travel expenses. In addition, costs and revenues with An overview of your project is gained by using different reports. For
Planning). Different resources are available for project planning: respect to single phases can be planned. example: Balance Lists - compare planned and actual data and
employees, resource pools, materials or travel expenses. In addition, calculate the balance; Project Planning Summary - shows the
the user is able to work with hierarchical phase structures, to create GANTT Planning planning data of each project phase and sub-phase
an overall planning or a detailed day planning and, depending on his The GANTT view is a bar chart that illustrates the project schedule.
knowledge, to further develop these planning versions. The structure In addition, the GANTT view establishes direct relation to the
of projects according HOAI can also be represented. planning calendar and represents the selected resource and its
availability highlighted in terms of colour. Excess planning, for ex-
This allows viewing different project’s perspectives: working time, ample, is represented by a red bar. The drag & drop feature makes it
process time, resources, resource pools, project/employee related easy to modify a planning by simply moving and placing information.
costs, graphic views or list form etc. The focus is on providing users This allows users at any time to get a general idea of their project
with a multidimensional view on the project. and the resource capacity and utilisation.
12

RESOURCE PLANNING

The main resource used for planning of service companies is the

employee. In addition, ProjectManagement allows planning of
materials, G/L accounts and travel expenses.

To simplify project planning and calculation, ProjectManagement

supports the creation of resource pools. The employees are pooled
on the basis of their ability (skills) to perform particular tasks. Multi-
assignment allows distributing the employee‘s total capacity amongst
different resource pools.

Resource Pool Planning

In addition to the direct planning of employees, resource pool
Figure 6: planning employees of a resource pool
planning is possible. Planning data can be transferred from a
resource pool to one or more employees during the course of a
project.

Planning Confirmation for Employees

Depending on the settings, project managers may be able to plan
employees directly. Otherwise they can request a resource (an
employee of the pool) and this has to be confirmed by the resource
pool manager.
Calendars Cost Rates
Resource Pool Report Calendars play a major role in the resource planning because they The employee master data include also the employee’s cost rates
Many reports provide an overview of the resource pools. For form the basis for determining the employee’s capacity. Project- that are used to calculate the project’s planned costs. Only autho-
example: Planning Summary - shows the total number of planned Management provides the opportunity to handle different business rised users are able to view the different cost rates. A time control
project hours for the selected resource pool; Team Summary - calendars that include each employee’s working hours and holidays. provides for the automatic modification of data (e.g. if the cost rate
shows the planning data assigned to the pool and other planning In addition, different work patterns (part time, full time etc.) can be changes on a certain date, the system automatically utilises the new
data of the employees assigned to the resource pool. considered in the planning process. cost rate).
 13

ACTUAL DATA RECORDING

Recording the provision of services is crucial to effective project Reports

management. The employees that are registered as user are allowed Multiple entry journals are available. For example:
to enter their own working times (services). Invoicing is based on the Service Report - daily, weekly or monthly report provided for each
recorded services but the number of chargeable units can be employee; Time Sheet Entry Journal - provides entry journals for
changed by the project manager or another authorised person. each employee in different forms and on the basis of different selec-
tion criteria.
Time Sheet Entry
The Service Report shows the hours that were recorded by the
respective employee. This provides information on the number of
recorded hours, overtime and planned working time.

Material Entry
This function allows the user to enter materials required for a project.

Project Entry
Working hours can also be recorded directly for a particular project.
This functionality is particularly useful if the hours of several employ-
ees have to be recorded for the same project.

Entry by Manager
Normally, working hours/project times are recorded by the employees
carrying out the service. However, it is also possible to authorise man-
agers to record the hours of defined employee groups. Depending on
the access rights, the manager can view, edit or change the times
of the respective employee. This is useful if you want to record the
hours of employees who record their hours differently because they
do not have access to a computer.

Figure 7: employee’s time sheet

14

PURCHASING

ProjectManagement allows recording, managing and maintaining Purchase processes can even be activated and accounted for by
purchase activities. The system supports the entire purchase pro- period or phase.
cess, from the quote request sent to different suppliers to the goods
receipt. It enables further the creation of different purchase orders One highlight of the purchasing functionality is the handling of
for a supplier and the entry of incoming delivery notes/AP invoices. freelancers. If freelancers have already recorded their times in the
Materials are recorded against the project in order to be able to pass system, the times can be checked when reviewing the AP invoice.
on the costs to the customer. Hours in excess of the invoiced time are posted automatically to the
project.
When goods have been purchased, a balance statistic can be
created showing the ratio of the needed quantity compared with the
ordered and delivered quantity.

Figure 8: balance statistic

 15

WEB CLIENT

The Web Client is a comprehensive information tool and helps the

user to
record, maintain and provide customer, employee and project data
(master data),
record and manage working hours,
approve projects,
record travel expenses and
display reports and analyses.

Recorded data can be accessed directly independent of location and

time.

The Web Client provides an overview of all your projects, project

codes or employees. Depending on the user’s access rights, the
following balance lists are available:
Balance List: Hours
Balance List: Days
Balance List: Costs
Balance List: Revenues
Figure 9: project information and phase structure Balance List: Hours (Project Manager)
Balance List: Costs (Project Manager)
Balance List: Revenues (Project Manager)
16

TRAVEL MANAGEMENT

All self-service functions of travel management are available in the Invoicing to Customer Travel Expenses Entry by Accountant
Web Client and in the standard system. Travel expenses are assigned If agreed by contract, recorded travel expenses can be charged Normally, the employee’s manager or the accountants are authorised
directly to an internal project or a customer project, which means that directly to the customer. to change incorrect or incomplete entries by the employees or to
all costs are available in the system and no expenses are overlooked. enter missing travel expenses.
Posting Travel Expenses
The user can define different travel categories (e.g. mileage, accom- When approval has been received, the user can select the employ- Travel Management Reporting
modation, allowances etc.) to manage the expenses entry. In addition, ees’ accounting statements generated by the system in order to post The comprehensive travel management reporting options make rele-
internal G/L accounts, tax codes and sales positions can be assigned the expenses to the corresponding G/L accounts. vant information readily available. Reports that show, for
to these categories. example, travel expenses by project, employee or travel category etc.
are visible at the touch of a button.
Travel Expenses Entry
Travel expenses can be recorded and assigned to a particular project
phase. Amounts can be entered in all currencies.

Travel Expenses Accounting

The user can view all trips that have not been settled. He can select
one or all trips and can account for the expenses at the touch of a
button. A travel expenses statement is created automatically with an
accounting document number.

Figure 10: travel expenses accounting wizard

 17

PROJECT CLEARANCE

Approval is the prerequisite for the accounting of a project. The Material Clearance
authorised person approves entire projects or individual hours, The clearance template displays also recorded materials which have
materials or travel expenses and changes the number of chargeable to be approved for invoicing to the customer. Also the number of
activity units if necessary. When data has been reviewed and approv- chargeable materials can be modified prior to approval.
al received, services can be charged to the customer.
Travel Expenses Clearance
Project Clearance Travel expenses can only be cleared if they have been accounted for
The user can view all hours recorded by the employees. Before the by the employee. Depending on authorisation, travel expenses are
hours are charged to the customer, the number of chargeable hours visible on the revenue side of your project.
can be changed. The clearance module allows authorised users
access to all projects which they are allowed to approve based on Travel Expenses Clearance by Manager
preset authorisation levels. Managers can check the travel expenses of their employees and can
notify the accounting department via email on the approval.

Clearance Summary Report

This report shows the hours according to different criteria, i.e. the
hours that have been cleared, the hours that have been cleared but
not yet invoiced or the hours that still have to be cleared.

Figure 11: project clearance template

18

CONTRACT MANAGEMENT ACCOUNTING

Contracts form the basis for the project accounting. They contain all Many accounting options based on the project contract are available. Final Account for Down Payment Contracts
critical information on the defined accounting conditions and on the Users can set optional filters for employee, phase or service data. When down payment has been agreed, a final invoice can be
prices and accounting units for different services, materials and travel Depending on the project contract, the system represents cleared generated. If the customer has made one or more down payments,
expenses. data or shows data based on due date or milestones achieved. If these down payments reduce the total amount of the final account.
the print preview is correct, the invoice can be printed and posted
Contract Types automatically to the financial system. Invoice Attachment
ProjectManagement provides different contract types, such as Fixed In order to provide the customer with information on the rendered
Price Contract, Service at Cost Contract, Phases and Milestone Con- Contract Collector services and the used materials, the user can print service reports,
tract, Recurrent Invoicing Contract, Maintenance Contracts, Down A wizard assists in generating invoices by making invoice proposals such as activity reports, phase reports or daily reports which can be
Payment Contracts, Call-Off Contracts etc. for all contracts according to selected criteria, such as due date, peri- attached to the invoice.
od, service date, milestone etc. The user can select several contracts
Contract Reports and he can batch print the invoices. Intra-Company and Inter-Company Distribution
A variety of reports gives you an immediate overview of costs and ProjectManagement enables intra-company and inter-company
revenues. For example: distribution. Services or travel expenses can be distributed between
Contract Totals Report - shows all services and materials for a par- profit centres or between branches or branch offices of a group of
ticular contract and provides an actual/target comparison on a value companies or a holding company. This function is used, for example,
and a quantity basis. In addition, the gross revenue can be displayed. if employees belong to different business units or if employees of
Residual Volume Report – shows the contract volume not charged different branch offices work on the same project.
as percentage or on a value basis

Figure 12: the contract collector allows printing one or more invoices
 19

CONTROLLING

Many reports support users in controlling their business and in monitor-

ing the development of business units and single projects. The system
provides info screens with data that is only visible on the screen and
analyses that are used for printing and data export.

The following info screens are available:

Project/Employee Summary
Project Totals, Employee Totals etc.
Project Information
Info Screen Management
Breakeven Analysis

The following analyses are available:

Balance Lists
Journals/Reports
Project Report Financial Accounting Figure 13: Degree of Completion

Service Reports.
The following is a description of a selection of Degree of Completion
Management Information predefined reports: This report shows the calculated degree of completion based on
Many management reports provide top down views of all projects, planned and actual hours. If required, the subjective degree of
i.e. all companies of a group, all business units in a company and all Comparison Target/Actual Hours completion can be changed manually. This overview is available in the
projects in a business unit. You can create your own analysis trees This report shows the planned and actual hours, including the management summary reports and represents top down views of the
for more analyses that show, for example, data by region (e.g. EMEA, difference as percentage and on a value basis. available analysis trees.
America), by countries (e.g. Germany, Spain, UK) and by cities within
the same countries. In addition, filter options and the option of creating Residual Volume Breakeven Analysis
additional columns in reports gives users flexibility in creating project This report shows the residual contract volume of all project contracts Different breakeven analyses are provided that can be customised by
views. and the number of contracts that have been settled, not settled or not the user. In addition to imputed costs deriving from time and material
yet cleared. entry, the real costs and revenues based on financial accounting are
provided. Furthermore, total lines and formula are available to the user.
Project / Employee Totals
This report shows the actual and chargeable hours, the costs and
revenues and the gross revenue of a project.
20

REPORTING

Powerful Reports
The Crystal Reports® report generator is integrated in ProjectMan-
agement. Reports can be modified or created to help users make
smart business decisions that can lead to increased profitability.
Many predefined printable reports are available. In addition, users
are able to create own reports that differ from those that come as
standard, e.g. reports with embedded graphics.

All reports are accessible instantly with the Web Client via the Inter-
net browser. Furthermore, users can export any reports to Microsoft
Excel.

ProjectManagement provides the following kind of reports:

System Reports Figure 14: Project Phase Report

System reports are part of the programme and can only be changed
by software engineers.

User Reports
User reports are system reports modified with Crystal Reports by the
user or a system administrator. In addition to system reports, these
reports are available for printing. System reports can be replaced by
user reports depending on authorisation level.

User-Defined Reports
In addition to user and system reports, ProjectManagement supports
the creation of reports without defaults. These reports can be made
available to users in the main menu of the Web Client.
SYSTEM ADAPTATION 21

Solution Configuration User-Defined Fields

ProjectManagement provides comprehensive options to easily adapt Users can define their own fields for master data objects. Individual
the solution to your individual needs. fields can be defined for each object. All definitions are made in the
administrator of ProjectManagement. This enables you to record and
Formatting manage information specific to your different business activities.
You can define the format of key fields used in the master data, such
as employee number, project number etc.

Time and Material Entry

The basic settings of the time and material entry allow you to define
whether hours worked by your employees are to be recorded with or
without the exact time. In addition, you can define the values for the
conversion of hours into days.

Groups
Groups form the basis for analyses and summaries. The definition of
groups allows you to define analysis criteria that meet your individual
needs.

Folders
Folders enable you to save documents and to structure data, such as
address, employee, project, contract, material or service data. They
include configurable folder indexes.

Figure 15: user-defined settings – here:

creating new indexes in the Project folder
22 CLIENT SERVER ARCHITECTURE

ROLE-BASED ACCESS RIGHTS

Workstation Workstation Web Server
Keeping data centrally could create risks because not all users of the Data
Third
system should have access to data or should be able to edit data. Party Transfer
Application Workbench
Pre-defined authorisation limits ensure that each user only gains SAP SAP
Project-
access to data they need. Business Business Management
Corporate
One One Portal
Web Client
ProjectManagement includes a sophisticated access right system Project-
MS Office
which can be adapted to the individual needs of your business. Management
Access rights are assigned on the basis of the employees’ roles within
the company (e.g. Administration, Management, and Project Manage-
ment). A project manager requires different programme functions (e.g. Corporate Business Logic
Project Planning) to a managing director (e.g. Breakeven Analysis) COM .NET XML
while users often enter only their working times and travel expenses.

SAP Business One - Server

Platforms and
System Requirements
DB
Supported Platforms:
Microsoft Windows 2000
Microsoft Windows XP
SAP Business One
It is strongly recommended to install the
current support packages for this platform. DI-API & DI-Server
SYSTEM REQUIREMENTS
23

Server Web Server

Microsoft Windows 2003 SP1 Microsoft Windows 2000 Server / Advanced Server
Operating System Operating System Microsoft Windows 2003 Server Standard /
Server Standard / Enterprise 32Bit
Enterprise 32 Bit
3 - 20 Users: 1x Intel Pentium IV
CPU 21 - 75 Users: 2x Intel Pentium IV CPU 1x Intel Pentium or higher
75+ Users: 4x Intel Pentium IV

3 - 10 Users: 1024 MB RAM 512 MB or higher

RAM
More than 10 User: 1024 MB + 64 MB per user
Free Hard Disk
system partition 0.5 GB or higher
Storage Unit
Free Hard Disk MS SQL Server - system partition 1 GB
Storage Unit Data Partition 10 GB
Graphic 640 x 480 mit 256 colours or higher

CD-ROM 24x or higher

Microsoft IE 6.0 SP1
Microsoft Data Access Components (MDAC) 2.6 / 2.8
Graphic 1024 x 768 mit 24 Bit colours or higher Software for Windows 2003 Server
Microsoft Internet Information Server
Microsoft .Net Framework 2.0
Microsoft SQL Server 2000 SP4 Standard
of Enterprise Edition
Database
Microsoft SQL Server 2005 SP4 Standard
or Enterprise Edition

Microsoft IE 6.0 SP1 or higher

Software Microsoft Data Access Components 2.6 (MDAC)
or higher

Workstation

Operating System Microsoft Windows XP Professional SP2 32 Bit

CPU 1x Intel Pentium IV or higher

128 MB + 60 - 80 MB per additional AddOn

RAM
running on the workstation plus 120-140 MB per PM

Free Hard Disk

500 MB
Storage Unit

Graphic 1024 x 768 mit 24 Bit colours or higher

Microsoft IE 6.0 SP1 or higher

Microsoft Data Access Components 2.6 (MDAC)
Software
or higher
Microsoft .Net Framework 2.0
24

FURTHER INFORMATION

ProjectManagement for engineering companies has been specifically

designed for small and midsize businesses. It’s an integrated
management solution for project planning and accounting. Pro-
jectManagement is available in different languages and in many
countries. For more information, visit
www.sap.com/solutions/sme/businessone or
www.maringo.de/projectmanagement

MARINGO Computers GmbH Phone: + 49 221 - 94 90 58 - 0

Stolberger Straße 114 a Fax: + 49 221 - 94 90 58 - 8
50933 Köln Email: [email protected]
Germany http://www.maringo.de

Status: March 2008

These materials are subject to change without notice. These materials are provided for informational purposes only, without representation or warranty of any kind, and MARINGO and SAP
shall not be liable for errors or omissions with respect to the materials. The only warranties for MARINGO and SAP Group products and services are those that are set forth in the express
warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. SAP and SAP Business One are registered
trademarks of the SAP AG.