Companies have a major need for the integration of SharePoint with SAP or other ERP systems as well as with Microsoft PPM (Microsoft Project Server / Project Online). For over 20 years, TPG PSLink has been a proven middleware product for the data exchange between different enterprise systems. It also supports a bidirectional integration of SharePoint with SAP and many other systems. The product’s high configurability ensures that the middleware product is implemented very quickly.
The following four use cases explain the customer needs – and further use cases are likely.
Integration of SharePoint, SAP, Microsoft PPM and other Systems
One of the most frequent use cases is simple master data management in SharePoint. Examples from various customer projects include:
Many companies also manage mapping tables with values from different systems (e.g. cost categories from SAP with cost resources from Microsoft PPM).
In some cases, SharePoint can act as a “stopover”. Here, users can edit and add master data (e.g. project opportunities from Microsoft CRM or resources from Microsoft Dynamics AX) and update the data in other systems (e.g. Microsoft PPM).
Using TPG PSLink Microsoft SharePoint Connector, this type of list can be read from the source systems and transferred to the target systems (e.g. lookup tables for Microsoft PPM fields).
This also has a considerable advantage from the permissions perspective. The existing permissions for the relevant SharePoint sites and lists are sufficient, so there is no need to grant admin rights in the PPM or ERP system.
The completion of work packages is one thing, and timesheet reporting by project team members is quite another. The latter shows the hours people worked and helps calculate internal costs.
However, the posted hours do not necessarily show the completion status of a work package. Instead, the person responsible for the work package has to report separately on its completion status and provide other progress information.
Many projects are carried out based on stage-gate models, resulting in gates that need to be verified using checklists. Users must be able to check off all the relevant gate’s checklist points before they can move on to the next phase or the next step within a phase.
However, these checklists are not part of the project schedule plan. Although they are linked to the project plan milestones, they are still seen as separate lists.
With the aid of the TPG PSLink SharePoint integration with SAP and PPM systems, you can achieve the following benefits:
This procedure can also facilitate the permissions process for people providing checklist feedback.
| SharePoint Objects | Data Sharing |
|---|---|
| Lists |
|
| Documents |
|
TPG PSLink® ensures the consistency of data being shared across the systems involved.
