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SAP Cloud ALM For Implementation - Tasks Management

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SAP Cloud ALM for Implementation

Task Management
SAP

Public
Disclaimer

The information in this presentation is confidential and proprietary to SAP and may not be disclosed without the permission of SAP.
Except for your obligation to protect confidential information, this presentation is not subject to your license agreement or any other service
or subscription agreement with SAP. SAP has no obligation to pursue any course of business outlined in this presentation or any related
document, or to develop or release any functionality mentioned therein.
This presentation, or any related document and SAP's strategy and possible future developments, products and or platforms directions and
functionality are all subject to change and may be changed by SAP at any time for any reason without notice. The information in this
presentation is not a commitment, promise or legal obligation to deliver any material, code or functionality. This presentation is provided
without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a
particular purpose, or non-infringement. This presentation is for informational purposes and may not be incorporated into a contract. SAP
assumes no responsibility for errors or omissions in this presentation, except if such damages were caused by SAP’s intentional or gross
negligence.
All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from
expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates,
and they should not be relied upon in making purchasing decisions..

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Agenda

Introduction

Basics of Task Management

Capabilities and functions

Reporting and analytics

Outlook and Summary

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Introduction
SAP Cloud ALM – A brand-new, cloud-based application lifecycle
management offering

SAP Cloud ALM


is cloud-native and open

For the intelligent enterprise In the public cloud


• for cloud-centric customers • Rethought, newly designed, and built
• manages cloud and hybrid solutions on modern cloud technology

• supports all components of the Intelligent Enterprise • Ready for immediate consumption
• Cost-efficient for customers

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SAP Cloud ALM – A brand-new, cloud-based application lifecycle
management offering

Build Test

Design Deploy

Implementation Operations
Automate Detect

Correct Analyze

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SAP Cloud ALM – A brand-new, cloud-based application lifecycle
management offering

Out-of-the-Box, Integrated, Traceable

Design Build Test Deploy

SAP Cloud ALM provides the harmonized implementation experience for the intelligent
enterprise, covering all relevant SAP solutions for all customers
open │ cloud-native

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Task Management - Overview
SAP Cloud ALM Task Management
Overview

SAP Cloud ALM Task Management Capability offers:

▪ Guided Implementation
✓ Pre defined content from SAP Activate Methodology
✓ Easily bring your own content via Mass upload

▪ Task assignment and distribution

✓ Tasks distributed to pre delivered Project roles

✓ Easily filter tasks based on Team, Role or Person assignment

▪ Tasks from Scoping and Requirements


✓ Tasks dynamically appear or disappear based on Scoping
✓ Approved requirements tracked to completion via Tasks and user stories
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This is the current state of future vision and may be changed by SAP at any time.
Task Operations

▪ Set Due Date ▪ Set task as Favourite


▪ Set assignment ▪ Set task to Obsolete
▪ Break tasks into sub-tasks ▪ Delete task
▪ Execute task ▪ Change task duration
▪ Enter comments ▪ Change task relationships
▪ Set Status ▪ Change task priority
▪ Check History ▪ Assign custom tags
▪ Download ▪ Assign task to a deliverable
▪ Copy Tasks ▪ Assign task to a workstream
▪ Mass edit ▪ Include reference as links

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Task
Sources

Reporting
Task
and
Types
Analytics

Tasks

Task
Task List
Details

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Task Management - Basics

Back
What is a Task

Anything that you do is a task


▪ You track all the tasks, you track the Project

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Where can you find Task information

SAP Cloud ALM offers multiple


ways to experience Task
information

• Overview Page

• Task List View

• Task Details view

• Gantt chart view

• Task Reports

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What does Task contain

Task contains instructions required


to perform an activity.

• Instructions are in rich text


format

• Instructions can include images

• Task also has multiple attributes


for context, timelines and
assignments

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Task Management - Types

Back
Task Types

Tasks can be of different types


▪ Template Task
− Provided by SAP
− Description can not be edited
▪ Project Task
− Created by Project team
Template task Project task
▪ User Story
− Created to detail out a Requirement
▪ Sub Task
− Child of a parent element

User story Sub tasks


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Task Types

Editing/Deletion Story Points Assign to Sprint Dependency on


Allowed Parent

Template Task Limited X X

Project Task X X X

User Story X X X

Sub-Task X X X

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Template tasks content updates

▪ Task content may be updated to


provide customers with the latest
information on how tasks should be
carried out
▪ If a content update modified a task, an
entry will be made in the task history
▪ An update could mean a task is
restructured, merged, split, or
deprecated. If this happens
▪ A prefix [Obsolete] is added to the task
▪ Task attributes will no longer be
editable
▪ Comments are still permitted

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Task Management - Sources

Back
Task Sources

• SAP Cloud ALM Setup


• SAP Activate Template
• SAP Central Business Configuration
• Scoping events
• SAP Readiness Check
• Manually created from
• Excel Upload
• API
• Process
• Requirement
• Feature
• Defect
• Task Copy
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Setup Tasks from SAP Cloud ALM

• SAP Cloud ALM pre-loads the Task list with


minimal setup tasks

• These tasks appear as soon as the Project


is created

• These tasks carry instructions on how to


perform the required steps

• Tasks also include navigation links to the


appropriate application screens

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Pre-loaded Roadmap Templates from SAP Activate

• When a Project is created , a Project lead


can select a Template published by SAP
Activate methodology.

• The List of supported templates is


• SAP S/4 HANA Cloud Essentials
• SAP S/4HANA Cloud , Extended edition
• IES Scenario – Hire to Retire
• SAP S/4HANA private cloud edition ( new
implementation)
• SAP S/4HANA private cloud edition ( system
conversion)

SAP Cloud ALM brings SAP Activate to life by allowing status updates and comments for
Tasks
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Details 23
Tasks from SAP Central Business Configuration

• A Project in SAP Cloud ALM can be linked to


SAP Activate Deliverables
multiple Projects in SAP Central Business
Configuration(CBC)

• When a CBC Project is linked to a CALM Activate Template


Project, Project activities from CBC are Tasks in SAP Cloud
replicated as Template tasks in CALM ALM
• The content follows the hierarchy given by
SAP Activate Project activities from SAP
Central Business
• Project activities from CBC are shown as Configuration
children of Activate Template Tasks under the
Activate deliverables

• CBC Project activities show as Template


tasks with a source “ SAP Central Business
Configuration”

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Details 24
Tasks created from Scoping

SAP Activate Methodology Scoping and Business Logic Actionable Task List

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Tasks created from Scoping

• For every scope that is created ,


specific tasks are generated that help
you in managing Scope lifecycle

• These can be found by selecting the


Task Source “Scoping” or selecting
the created Scope

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Tasks created from SAP Readiness check

• Results from SAP Readiness check can be


exported to a format that is understood by
SAP Cloud ALM

• These can be found by selecting the Task


Source “SAP Readiness check”

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Details 27
Tasks created from Task List
Tasks created Manually

New Tasks can be created from Task list directly

• Project Tasks, User stories, sub-tasks can be


created

• Even if you create tasks manually , you can


still connect then to existing deliverables

• Template tasks can not be created manually

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Tasks created from Excel Upload
Tasks created Manually

Tasks can be easily uploaded via Excel Upload

• You can select a number of tasks and


download them as Template

• You can add “External ID” in the downloaded


file and mass upload tasks

• It is possible to mass update the uploaded


tasks later using “External ID”

• It is possible to establish relationships and


hierarchy via Mass upload

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Blog Post 29
Tasks created from API
Tasks created Manually

New Tasks can be created from published API

• Published API to bring in tasks or update


tasks via API

• Regularly updated based on customer and


partner inputs

• More details are in this Blog post

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Details 30
Tasks created from Process
Tasks created Manually

New Tasks can be created from Process

• Tasks( Project tasks, User stories) can be


created from Solution value flow or Solution
Process flow

• Tasks can be created from custom authored


processes also

• The title of Project task is defaulted from


associated process

• A relation to Process is automatically created

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Tasks created from Requirements
Tasks created Manually

Requirement can be broken down into

• Project Tasks

• User stories

These can be further broken into sub-tasks

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Tasks created from Features
Tasks created Manually

Project tasks or user stories can be created


from Features

• Title for created task is automatically


populated

• A relation between Feature and task is also


automatically created

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Tasks created from Defect
Tasks created Manually

Sub-tasks can be created from Defects

• Relation between sub-task and defect is


automatically created

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Tasks created via Task Copy
Tasks created Manually

Tasks can be easily copied

• System also gives an option to copy sub-


tasks

• This capability is useful in case you want to


copy Template tasks to Project tasks to
adjust description

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Task Management – Task List

Back
Task List
Purpose

▪ The purpose of Task list is to


quickly see multiple tasks
▪ Filters at the top help narrow down
the selection
▪ Results in the bottom can be seen
in list view or Gantt chart view
▪ Task list will allow you to select
only one Project at one time

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Task List
Filters

▪ The Task list shows some filter


options by Default
▪ They can be easily changed by Adjust filters

clicking on “Adapt Filters”


▪ Please note not all the filter
options are applicable for all Task
Types

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Task List
Result list Columns

▪ You can control which columns


show in the Result list
▪ You can also change the display
order of the selected columns
Result List Columns

Control Display Order

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Task List
Sorting

▪ You can sort the Task list by


multiple dimensions

Sort

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Task List
Grouping

▪ The default way the Task list is


presented is Group by Deliverable
▪ You can change the default
grouping by using the Group by
icon Group

▪ You can Group the Task list by


multiple dimensions

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Task List
Views

▪ The task list shows a system


Create Views
provided view by Default “Open
Tasks”
▪ After you make your adjustments
in filter criteria, sort options, group Save
options and result columns, you as Tile

can save your layout as a view


▪ You may want to set your created
view as the default view
▪ You can even save a custom view
as a Tile on Fiori Launchpad

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Task List
Set attributes

▪ The task list allows you to quickly


set values for key attributes

Change attribute
values

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Task List
Task dependencies

▪ When a task has a predecessor,


that is shown by an icon
▪ You can easily preview status of
the predecessor task by clicking
on the icon
▪ Please note: Dependencies act as
soft guidance and not hard
constraints. This means you can
ignore dependencies and perform
subsequent actions if project
circumstances demand that Notice
dependencies

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Task List
Creation

▪ You can create Project Tasks and


user stories
▪ You can not create Template tasks

Create

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Task List
Mass Edit

▪ You can select multiple records


and perform a Mass Edit
▪ The number of attributes shown
for Mass Edit depend on your
selection
Mass Edit

▪ If you select multiple Task types


then only the common attributes
show in Mass Edit

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Task List
Delete

▪ You can select tasks and delete


but please note deletion is a two-
step process
▪ First you need to set the
tasks to obsolete
Deletion

▪ Then you can delete tasks


▪ You can set the Task to obsolete
by changing the attribute “state”

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Task List
Subsequent Navigation

▪ You can navigate from Task list to


task details Navigate to
Analytics

▪ Some of the tasks have


application links, which show as
the icon and you can navigate
Navigate to Gantt
to specific application in the chart view
appropriate system by clicking on
the link
▪ You also have easy access to
Analytical reports
Navigate to
▪ You can also change the view to application
Gantt chart
Navigate to
Task Details

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Task List
Gantt chart

▪ Gantt chart shows a Hierarchy based


Mass
view Release Edit
Timelines
▪ You can easily adjust Task durations
Status
▪ You can create relationships between Update
tasks
▪ You can select multiple records and
perform a Mass Edit
▪ You can update status of any Task from
Gantt chart
▪ You can navigate from any Task to task
details and see the description
▪ Timeboxes and Release timelines are
also shown in Gantt chart now Click Task
to see
description

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Blog Post
Tasks – Details

Back
Task Description

▪ There is a pre-defined
Template Task
description for Template task,
and you cannot edit it
▪ When you create your own
Project Task
tasks, you can add rich text,
images and edit formatting for
the description

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Task Accelerators

▪ Pre-defined assets that come


from Activate Template tasks
▪ Provides informative materials
to work on the task
▪ Not possible to add them for
Project tasks

Accelerators

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Task References

▪ You can create some


references of any materials for
each task by adding name and
URL
▪ References can be specific
files, Sharepoint, external link
for other application, and so on
Reference Reference
▪ Not possible to directly upload Name URL

or attach the materials on SAP


Cloud ALM due to its limited
storage

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Task Attributes
Workstream

▪ Workstream represents logical


grouping of deliverables in the
same are of work. They are
used as an attribute of a
deliverable to indicate in which
area of project the work will be
done
▪ Tasks are assigned to
workstreams that provide an
alternate working view

List of
Workstreams

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Task Attributes
Status Status
filter

▪ There are 5 types of status for


each task: Open, In Progress,
Blocked, Done and Not
Relevant
▪ In Overview page, there are
cards that you can see tasks or
sub-tasks by status
▪ Not relevant tasks are not taken
into account for reporting Cards from
Overview
functions like Analytics apps or page
Overview tiles

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Task Attributes
State

▪ State consists of 2 types: Active


and Obsolete
▪ When some tasks become
outdated, you can make their
state obsolete. However, you State filter
can still inquire those data
▪ Only after making a task
obsolete, you can delete it

Set to Delete
Obsolete task

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Task Attributes
Deliverable

▪ Deliverable is a grouping of
tasks that together create an
outcome
▪ Detailed explanation about
each Deliverable can be shown
by clicking Deliverable link in Detailed
Additional Information of each information
task.
▪ You can see a list of
Deliverable in Gantt chart view

Deliverable
link

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Task Attributes
Deliverable

▪ Deliverable is a grouping of
tasks that together create an
outcome
▪ Detailed explanation about
each Deliverable can be shown
by clicking Deliverable link in
Additional Information of each
task.
▪ You can see a list of
Deliverable
Deliverable in Gantt chart view list view

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Task Attributes
Priority
Priority filter

▪ There are 4-point scale


priorities that you can set for
each task:
- Very High
- High
- Medium
- Low

▪ In Overview page, you can see


Tasks and Sub-Tasks by Cards from
Overview
Priority page

Icons for
each priority

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Task Attributes
Timebox - Phase

▪ Anything that can provide a due


date to a Task type is called a
Timebox. You can think of it as
a Time range of 1 up to N days
▪ A Timebox can be
- A phase
- A sprint
- A milestone
▪ Phase is provided by SAP
Activate methodology, and you
cannot add or delete a phase
Phases

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Task Attributes
Timebox - Sprint

▪ Maintaining a sprint schedule is


optional
▪ It is recommended to create a
sprint schedule aligned to the
phase schedule
▪ The relationship between sprint
dates and phase dates is
implicit, not explicit
▪ You do not need to close the
sprints. The sprints automatically
show as past when the calendar
date is passed Sprints

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Task Attributes
Timebox - Sprint

▪ Maintaining a project milestone


is optional
▪ The relationship between
milestones and phase dates is
implicit, not explicit
▪ If you create milestones and
assign tasks to the milestones,
the milestone date is set as the
due date of tasks
▪ If you delete the milestone, the
system attempts to find the
matching phase and changes Milestones
the due dates of the
corresponding tasks accordingly

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Task Attributes
Start and Due dates

▪ You can set Start date and Due


date for each task
▪ In Gantt chart view, you can
check Start and End date easily
with visualized period

Gantt chart
view

Start and
Due date

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Task Attributes
Team

▪ A Team is a group of Roles or


Assignees Add Team, Role,
Assignee filter in Task
List view
▪ PMO team is created by default
and cannot be deleted, and it is
the only team that contains the
role “Project Lead”
▪ How to organize a Team
depends on project
characteristics and your needs.
You can use one Team for one
Project, or you can create
multiple Teams

Select Team from


the list

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Task Attributes
Role

▪ When you create a Project in


SAP Cloud ALM, it comes with
a pre-delivered set of Roles
such as Project Lead and
Business Process Expert
▪ You can create a new custom
Role as well, in case you
cannot find a proper one from
the pre-delivered set
▪ Multiple users can be assigned
to the same Role and one user
can be assigned to many Roles Select Role from
the list

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Task Attributes
Assignee

Upcoming Tasks
card
▪ Assignee is a Person who is
assigned to a certain task
▪ Different from Team and Role
that you can select only from
the list, you can assign any
person in your organization by
using search function
▪ In Overview page, Upcoming
Tasks and Tasks cards show
the tasks assigned to you
(Assignee) or your Role.

Select other user


Tasks card
by searching

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Task Attributes
Tags

▪ Tags come from 2 sources:


Activate tags
Activate tags and Custom tags
▪ You can’t edit Activate tags
Custom tags
▪ You can create and assign
Custom tags, and unassigned
custom tags are removed
automatically
▪ Custom tags can also be
Create Custom
created via Excel tags via Excel

▪ Tags are across Projects and


you can filter Task list by Tag Tag filter

▪ SAP Recommendation: Create


“Name : Value” pairs (e.g.,
Risk:High, Risk:Medium)
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Break tasks into sub-tasks

▪ Sub-task can be created under


each Task
▪ By breaking a task into several Crete Sub-
task button
sub-tasks, you can manage
complexity of the task

Sub-task
details

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Forward navigation

▪ Open Application column can


be added in the Task List view
▪ When you click the forward
navigation icon, you will be Add Open
Application column
forwarded to the web page or Forward
application where you can navigation icon
execute the task

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Add comments

▪ You can add comments for


each Task
▪ After adding the comments,
Comment icon
you can edit or delete them

Create
Comment

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Check History

▪ History of each Task can be


maintained and archived

History

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Download Tasks – As Template

Download icon
▪ In the Task list, you can
download your selected tasks
as Spreadsheet or as Template
▪ Use cases for Spreadsheet:
Analysis, Pivot, and Reading
task description quickly without
HTML tags
▪ Use cases for Template:
Transferring a list of tasks from Spreadsheet
one project to another, Creating version
many identical tasks at regular
intervals, and Consolidating
several activities and uploading
them all at once Template
version

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Copy Task

▪ You can easily copy the task


▪ After clicking the copy button,
when you scroll down in the
window on the right side, you
can also change every
attribute of the task as you Copy button

want and save it

Copy window

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Mass Edit

▪ You can edit attributes of


multiple tasks at the same time
▪ When you select several tasks,
Mass Edit button is activated

Mass Edit button

Mass Edit window

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Set task as Favorite

▪ You can mark a task as favorite


▪ You can filter only the favorite
tasks
Favorite icon

Favorite filter

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Change Task duration

▪ Task duration is the period from


Start date and Due date.
Edit Start date and
▪ Task duration can be edited in Due date
Additional Information part of
each task
▪ It can be also edited in Gantt
Drag timebox
chart view by dragging the
timebox. When you hover on
the far left or far right side of the
timebox, the mouse icon will be
changed to two-way arrow.
Then you can make the
timebox longer or shorter as
you want

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Change task relationships

▪ You can edit relation of two


project tasks from Gantt chart
Creating
▪ The relationship of template Relationship
task cannot be edited to between tasks

prevent incurring confusion in


the defined order of tasks
▪ To edit the relationship, you can
click the timebox, then two
small squares will appear at Relationship
created
both ends of the box. You can
click and drag this square to the
edge of the other task that you
want to create relationship with
the current one

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Task assignment, distribution and management
Task Assignment by Role

▪ Task content delivered by SAP Activate Methodology has a predefined distribution by project role

Implicit Assignment
▪ The project lead assigns a team member to a task, team member can then search for their assigned tasks
▪ Where large teams exist, the project lead can assign tasks to a role rather than an individual team member

Explicit Assignment
▪ Where multiple people are assigned to a role, team members can explicitly assign tasks to themselves
▪ Where small teams exist, tasks can be assigned to specific individuals

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This is the current state of future vision and may be changed by SAP at any time.
Tasks upload, generation and integration Demo
Requirement Based Tasks

▪ When a requirement has been


approved, tasks can then be
generated in the requirements
overview
▪ Requirements and their tasks have
a 1:1 relationship
▪ The progress of a requirement is
measured using the current status
of the corresponding task

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Basics of Task Management
Task Relations

▪ Some tasks coming from the SAP


Activate Methodology have predecessor
and successor information
▪ On the Task list, an icon will appear
beside a task status if its predecessor
task is still in status open
▪ The relations section in task details
contains predecessor and successor
information
▪ If task has been created via a
requirement, this is also reflected in the
relations section

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Tasks upload, generation and integration
Mass Upload

• The existing manual tasks can be downloaded as


template

• Manual tasks from one Project can be uploaded


into another Project for reusability

• The template can be modified to create new tasks


and deliverables and upload them

Blog

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Basics of Task Management
Comments and History

▪ Team members can collaborate on


a task without having to change
the task assignee
▪ Adding comments allows team
members to indicate progress or
share information within a task
▪ Users can only edit or delete their
own comments

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Basics of Task Management
Comment Icon in Task List

• Identify commented tasks by a


comment icon in Task list

• Read comments from list view itself


without needing to go to task
details

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Tasks – Reporting and Analytics

Back
Basics of Task Management
Task Analytics on Overview Page

You can quickly get an Overview

• Tasks by Status

• Tasks by Workstreams

• Upcoming Tasks

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Requirement, Project Tasks, User Stories and Sub-Tasks
Tagging with customer-own tags

▪ In the task list a new filter for “Tags” is available


▪ In the task list there are 2 columns available
▪ Tag count (for the amount of tags)
▪ Tag (displays the titles of the tags)

▪ In the Additional Information section you can assign


existing or create a new tag (by typing the title and
pressing enter)
▪ As soon as a tag is created, it is displayed also in
the task list as filter option
• 2 kinds of tags are available
• Tags from SAP Activate content for Template Tasks (can
be reused, cannot be removed)
• Tags created by Users (can be assigned to
Requirement, Project Tasks, User Stories and Sub-
Tasks and can be removed) Blog

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Outlook and Summary
SAP Cloud ALM for implementation
Roadmap

Go to https://roadmaps.sap.com/
and search for SAP Cloud ALM
to get the always up-to-date
roadmap with links to more
information and demos

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Additional Information SAP Cloud ALM

Find out more Learn what’s new


(Homepage) (SAP Help Portal)

See what’s planned Experience it


(Roadmap) (Demo Center)

Request it Get help


(Order form) (In-app help)

Give feedback Contact us


(Qualtrics) (E-mail)

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openSAP - SAP Cloud ALM courses
Watch out for upcoming courses
SAP Cloud ALM - in a Nutshell Accelerate Cloud Implementations
(Overview course) https://open.sap.com/courses/calm1 with SAP Cloud ALM
Duration: 1 week Duration: 4 week + 1 for exam
Start: Tue 15th June 2021

Open for registration from


~4th May 2021

Unit 1: Introduction to SAP Cloud ALM Week 1: SAP Cloud ALM Project Delivery
Unit 2: Value of SAP Cloud ALM
Week 2: Tasks and Business Processes
Unit 3: Introduction to SAP Cloud ALM for Implementation
Week 3: Requirements and Testing
Unit 4: Conducting Fit-to-standard Workshops
Unit 5: Introduction to SAP Cloud ALM for Operations Week 4: Additional Capabilities and Outlook
Unit 6: Monitoring Business Processes Week 5: Final Exam
Unit 7: Key Takeaways and Outlook (Demo system available each week to support learning experience)

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Effort required: 3-4 hours per week 90
Accelerate Cloud Implementations with SAP Cloud ALM
openSAP – Tue 15th June 2021

Duration: 4+1 weeks Effort required: 3-4 hours per week


Week 1: SAP Cloud ALM Project Delivery

Week 2: Tasks and Business Processes

Week 3: Requirements and Testing

Week 4: Additional Capabilities and Outlook

Week 5: Exam

Speakers:
- SAP Cloud ALM Product Owners
- SAP Guest Speakers

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Coming Soon

• An E-book outlining
• The Cloud mindset
• Overview on capabilities
• How to get started

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Join our SAP Cloud ALM Community!

Follow the tag SAP Cloud ALM on SAP Community

Engage with the best and brightest of the software industry

Learn from blog posts and questions and answers

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Thank you.
Contact information:

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