Demo Script
Project Management
Classification: Internal and for Partners
Version: 20180131
Disclaimer
This demo script is based on the ByD Reference System for the Almika model company. There are several country versions
of the Almika ByD implementation available. The content is similar but deviates especially with respect to language support,
names and object descriptions. Sample data used in this demo script relates to the US country version – for other country
versions different data samples might be relevant.
A prerequisite for being able to fully understand this demo script and run the demo, is a sound system knowledge on SAP
Business ByDesign. General assumption is that you are familiar with the Learning Center content available in your ByD
system at: Home Self-Services – Learning Center.
Although the script has been tested carefully you might nevertheless encounter different system behavior when running a
demo in an actual Almika demo tenant.
Release Statement
This version of the demo script is released for the following country versions of the ByD Reference System for the Almika
model company:
The demo release basically is determined by the time when the demo tenant has been provisioned for demo usage, a demo
tenant provided between mid of March and mid of June 2018 is part of the demo release ByD 1802.
As of demo release ByD 1802 the release status of your ByD demo tenant can be identified in the Company-Specific-Help:
You can find a help entry “ByD <nnnn> Demo Guides <CC>” under Help – Company-Specific-Help. <nnnn> specifies the
demo release of your ByD demo tenant, e.g. ‘1802’ – released in February 2018. <CC> specifies the country version of your
demo tenant, e.g. ‘US’ – Almika US country version. The version-controlled demo guides provided in this help entry match to
the demo release and the country version of your ByD demo tenant. Please be aware that the demo guides are not specific
to the country version, only the version of the demo guide is specific to your ByD demo tenant.
Table of Content
Why does the demonstrated solution differentiate SAP from the competition (SAP strengths and competitor weakness)?
o Integration to CRM, SRM, SCM, FIN, and HCM
o Integration with ERP for Master Data
o Integration with MS Outlook
o Easy to use UI
1.3 Protagonists
The main character of this demo story is Peter Sellers, who is a project manager for professional services.
KPIs:
Overview
Project Management allows project managers to accurately plan cost, schedule resources, and plan revenues within
Business ByDesign that are needed for a successful completion of the project.
• Analyzing projects/reporting
2 Technical Requirements
3 Demo Steps
What to Say
Introduction
Peter Sellers has personalized his Home work center view by integrating a report which gives him an overview about
the performance of the existing projects.
What to Do
WoC Home - Overview
Point out Projects Performance Overview Graph section.
What to Say
Introduction
Briefly highlight the options to create a new project.
What to Do
WoC Project Management -> Projects.
What to Say
Introduction
Peter edits a certain project plan and gets an overview about the whole project. On a detailed level he gets information
about the planned and actual work, the staffing of the project, expenses, and products/services which are needed.
What to Do
WoC Project Management -> Projects.
Select Project ID 200_PRO_250.
Click Edit -> Project Plan.
Click Expand.
o Expenses
What to Say
Introduction
Directly out of the project Peter is able to create a purchase request which is sent over to the purchasing organization.
What to Do
Choose Products section.
What to Say
Introduction
Within the project Peter is able to track an existing purchase order from its request over creation, goods receipt and
invoicing.
What to Do
Choose Products section.
Choose subarea Purchase Orders.
Select Purchase Order ID 357-1 (Item Type: Material).
The data provided in this script is country specific. Please refer to appendix to find the data which was created
in the respective country version.
Select View All. SR: there is no ‘View all’ – instead you can simply select the PO line and then click on the
doc flow tab in the details section of the table (as per screen shot below)
Select tab Document Flow.
What to Say
Introduction
Peter looks at the entire project from a revenue perspective analyzing the business flow from lead generation to
invoicing. This can be done right out of the project via the sales tracking view.
What to Do
Choose Sales Tracking section.
Choose subarea Document Flow.
Show document flow for sales order ID 1641.
What to Say
Introduction
Within the Project Overview section Peter gets access to certain reports showing him important figures from different
areas.
What to Do
Choose Project Overview section.
Point out the reports listed under subarea Reports.
3.2.7 Summary
What to Say
Introduction
Summarize project management capabilities as shown before.
Steps Summary
Path Data to Use/Enter Activity
Steps Summary
Path Data to Use/Enter Activity
Click Cancel
The data provided in this script is country specific. Please refer to appendix to find the data which was created
in the respective country version.
5 Appendix
The data provided in this script is country specific. Please refer to the table below to find the contract ID which was created in
the respective country version.
Country DE US UK FR IN CN MX AU AT CA CH NL
Purchase
322-1 357-1 322-1 273-1 282-1 305-1 255-1 247-1 418-1 104-1 63-1 2-1
Order ID
Sales Order
1595 1641 476 540 485 516 409 396 1628 212 93 15
ID
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