SAP Reference Documents (7.5)

Guideline :
A. Life Cycle	Life Cycle provides you general idea to select the activities in the project to define the lifecycle in the Quality Plan, depending on the type of the project
	Projects are divided into Implementation, Offshore_ABAP, Upgrade & Application Management Support.
	In addition to the above you may select any activities from the Lifecycle depending on the scope of your project. Then the suitable documents needs to be selected from above project documents.
B. Implementation	The list of documents to be prepared for Implementation Projects with the responsibility & frequency and the documents which can be referred for more details are also given.
C. Offshore ABAP	The list of documents to be prepared for Offshore_ABAP Projects with the responsibility & frequency and the documents which can be referred for more details are also given.
D. Upgrades	The list of documents to be prepared for Upgrades Projects with the responsibility & frequency and the documents which can be referred for more details are also given.
E. Application Management Support	The list of documents to be prepared for Application Management Support Projects with the responsibility & frequency and the documents which can be referred for more details are also given.
F. Tailoring Table	Tailoring table provides information on the procedures referred from the SISL QMS, the extent of tailoring done, applicable process assets etc.
G. Project Quality Records	These are the records which are to be handed over to the library at the end of the project.
	These are to be maintained in the library for the retention period as defined in the QMS ( 2 years)
H. Controlled Documents	These are the documents which affects the quality of the service. These are to be controlled. Only the correct / latest version should be available for use.
I. Formats	All documents used in SBU should follow this format defined.
J. Document Numbering Scheme	All documents used in SBU should follow this naming / numbering convention defined.
K. Quality Assurance Table	QA Plan in the Project Plan should be prepared based on this. This gives the type of review to be conducted & the reviewers for each item.
L. Different Review Methods	This provides a general idea about different types of review methods. Along with Quality Assurance Table, PM can use this in defining the review methods for different project deliverables in Project Plan.
M. Checklist for Moderator	This gives guidance to the moderator of walkthroughs & Inspection
N. Project Plan Review Checklist	This helps PQM to review the Project Plan
O. Configuration Items	This provides information about the configurable items in the project & the baseline criteria for each to prepare the Configuration Plan in the Project Plan
P. Configuration Audit Checklist	This helps PQM to conduct the Configuration Audit
Q. Incidence Checklist	This helps PQM to analyze the incidents
R. PES Checklist	This helps PM to moderate the PES meeting
S. PSR Checklist	This helps PM to moderate the monthly PSR meeting
T. Risk Checklist	This is the database of risks maintained in the SBU. This helps the Project Manager for identifying the risks.
U. Guidance on Risk Impact Value	This helps PM to calculate the impact value of Risks
V. Guidance on Risk Probability	This helps PM to identify the Probability of different risks.
W. Guidelines for Customer Feedback	This provides information on how the SBU Customer Feedback parameters are mapped to Organization Level Customer Feedback parameters & provides guidance on calculating the rating.
X. Checklist for Lessons Learnt	This helps PM to prepare the Lessons Learnt session during the closure of the project.
Y. Contents of Process Database	This provides information on the different database maintained in the SBU.

A. Life Cycle

S.No.	Phase	Activity	Applicable to	Deliverable	QA Activity	Remarks
1	Project Preparation	Project Initiation	All	Project Charter, Project Standards	Review & Approval by Systems Manager
		Project Planning	All	Project Plan along with Training Plan, Configuration Management Plan, Quality Plan, Estimation Sheet, Test plan	Review by SM, TC, PQM and approval by SM & TC	Overall estimation shall be indicated in project plan for Offshore ABAP / AMS. Separate Delphi Estimation shall be done for Implementation / Upgrade. Separate Test Plan shall be maintained for Implementation
		Start PES	All	PES Decision Sheet	Process review by PQM
		Kick Off	All	MOM /e-mail
2	Business Blue Print	Business Blue Print Preparation	Implementation / Upgrade for change in the existing Process or for new Business Process	Blue Print, Sign Off	Review by PQM & PM
		Preparation of Customer ABAP Object List	Upgrade	Customer ABAP Object List	Review by PQM & PM
		Technical Upgrade of Development System	Upgrade	Upgrade Document	Review by PQM & PM
		Identification of Adjustments to SAP Standard Objects	Upgrade	SPDD / SPAU Object List	Review by PQM & PM
3	Realization	Object Creation	Implementation
		FS Preparation	Implementation / Upgrade for adjustments to Source Code	Functional Specification	Review by PQM, TL & TM	Separate FS for each object
		Object Level Estimation	Offshore ABAP	Delphi estimation Sheet	Review by PM	Separate Estimation Sheet for each object
		TS Preparation	Implementation / Offshore ABAP / Upgrade for adjustments to Source Code	Technical Specification	Review by PQM & TL	SeparateTS for each object
		Adjustments to SAP Standard Objects	Upgrade		Review by PQM & PM
		Coding	Implementation / Offshore ABAP / Upgrade for adjustments to Source Code		Review by PQM & TL
		Unit /Baseline Testing	Implementation / Offshore ABAP	Unit / Baseline Test Specification & Result	Review by PQM & TL/PM
		Documentation	Implementation / Offshore ABAP	Program Documentation	Review by PQM & TL
		Object Release	Offshore ABAP	Release Notification	TL & PQM
		Technical Upgrade of Quality and / or Test Systems	Upgrade	Upgrade Document	Review by PQM & PM
		Migration to Quality Environment	Implementation		Process Review by PQM
		Integration testing	Implementation / Upgrade	Integration Test Specification & Result	Review by PM & PQM
		System Acceptance	Implementation / Upgrade
4	Final Preparation		Implementation / Upgrade	Customization Document	Process Review by PQM
		Identification of changes for Synchronization	Upgrade	Synchronization Program List	Review by PM & PQM
		Technical upgrade of Production System	Upgrade	Upgrade Document	Review by PQM & PM
		Synchronization of Changes	Upgrade	Transport Document
5	Go-Live		Implementation / Upgrade	Sign Off Document	Process Review by PQM
6	Post Go-Live Support		Implementation / Upgrade	Sign Off Document	Process Review by PQM
7	Application Support	Knowledge Transfer & Handholding	Application Management Support
		Receiving Maintenance Requests	Application Management Support	Through e-mail / fax/ telephone or Remedy
		Logging of Maintenance Requests	Application Management Support	Updtion in Remedy
		Maintenance Request Acknowledgement	Application Management Support	Through remedy
		Maintenance Request Assignment	Application Management Support	Through remedy
		Maintenance Request Analysis	Application Management Support	Through remedy & Delphi estimation Sheet	Review by PM, Approval from SM / Customer
		Maintenance Request Resolution	Application Management Support	FS, TS, Code, Test Specifications, Program Document, Configuration document etc as applicable	Review by TL / PQM as applicable
		Maintenance Request Closure	Application Management Support	Customer Approval via e-mail
8	Project Closure	End PES	All	PES Decision Sheet, Lessons Learnt, Acceptance / Sign Off, Customer Feedback, End PES Presentation
	Project Monitoring: Periodic Project Review meetings, Periodic Configuration Audits, Process Audits, Monthly Project Report

Life Cycle provides you general idea to select the activities in the project to define the lifecycle in the Quality Plan, depending on the type of the project

Projects are divided into Implementation, Offshore_ABAP, Upgrade & Application Management Support.

In addition to the above you may select any activities from the Lifecycle depending on the scope of your project. Then the suitable documents needs to be selected from above project documents.

B. Implementation

Task / Activity	Reference Documents for the Task / Activity	Deliverables-Implementation		Responsibility	Frequency	Customer (C)/ Internal (I)
Prepare Project Charter	SAP_Product_Implementation_Procedure	SAP_Project Charter		PM	Once During Start	C & I
Project Charter Approval	SAP_Product_Implementation_Procedure	SAP_Review Report (Part of PR)		SM	Once During Start	I
Prepare Project Standards & Procedure	SAP_Product_Implementation_Procedure	SAP_Project Standards & Procedures (Project Specific)		PM	Once During Start	C & I
Prepare Project Plan	SAP_Life Cycle	SAP_Implementation Project_Plan		PM with PQM	During Start & revisit as & when required	I
	SAP_Tailoring Table	•	SAP_Project Organization Structure	PM
	SAP_Configuration Items	•	SAP_Risk Escalation Level Calculator
	SAP_Goals	•	SAP_Implementation Delphi Estimation Sheet
	SAP_Quality Assurance Table	•	SAP_Implementation_Project Test Plan
		•	SAP_Implementation_Project Report	PM with PQM	During start & monthly updation
Project Plan Review	SAP_Product_Implementation_Procedure	SAP_Review Report (Part of PR)		SM, TC & PQM	During each major review	I
	SAP_Project Plan Review Checklist
Start PES Meeting	SAP_Product_Implementation_Procedure	PES Invitation ( can be through e-mail)		PM	Once during start PES	I
	Checklist for PES	Start PES Presentation & Project Briefing Kit (Standard / Project Specific)
	Procedure for Project Tracking	SAP_PES Decision Sheet
Project Kickoff		SAP_Minutes of Meeting		PM		I
Business Blue Print Preparation	ASAP Methodology	SAP_Implementation_Blue Print (CI Template and Q&A DB)		Functional Consultant (TL/PT)	Once & revisit during changes	C & I
Business Blue Print Review	SAP_Product_Implementation_Procedure	SAP_Review Report (Part of PR)		PM& PQM	During each major review	I
Project plan, Estimation & Test Plan Revisit		Respective Documents & Review Reports				I
Functional Specification	ASAP Methodology	SAP_Functional_Specification		Functional Consultant (TL / PT)	Once & revisit during changes	I
Functional Specification Review	SAP_Product_Implementation_Procedure	SAP_Review Report (Part of PR)		PM , PQM & TL(ABAP)	During each major review	I
	SAP_ABAP_Functional_Specification Review Checklist,
Technical Specification	ASAP Methodology	Technical Specifications		PT (ABAP)	Once & revisit during changes	I
		•	SAP_ABAP_Technical_Specification_BAPI,
		•	SAP_ABAP_Technical_Specification_BDC,
		•	SAP_ABAP_Technical_Specification_Class,
		•	SAP_ABAP_Technical_Specification_CRM_HTML,
		•	SAP_ABAP_Technical_Specification_CRM_Landscape,
		•	SAP_ABAP_Technical_Specification_CRM_Scripts,
		•	SAP_ABAP_Technical_Specification_CRMIS,
		•	SAP_ABAP_Technical_Specification_Enhancements,
		•	SAP_ABAP_Technical_Specification_Function_Module,
		•	SAP_ABAP_Technical_Specification_IDOC_ALE_EDI,
		•	SAP_ABAP_Technical_Specification_Info_Types,
		•	SAP_ABAP_Technical_Specification_Layout,
		•	SAP_ABAP_Technical_Specification_Module_Pool,
		•	SAP_ABAP_Technical_Specification_Port_Defn,
		•	SAP_ABAP_Technical_Specification_Report_Painter,
		•	SAP_ABAP_Technical_Specification_Report,
		•	SAP_ABAP_Technical_Specification_Search,
		•	SAP_ABAP_Technical_Specification_Table_Views,
		•	SAP_ABAP_Technical_Specification_Workflow
Technical Specification Review	SAP_Product_Implementation_Procedure	SAP_Review Report (Part of PR)		TL (ABAP) & PQM	During each major review	I
	SAP_ABAP_Technical_Specification_Review_Checklist,
Coding	SAP_ABAP_R3_Development Standard			PT(ABAP)	Once & revisit during changes	I
Code Review	SAP_ABAP_Code_Review_Checklist_ALE,	SAP_Review Report (Part of PR)		TL (ABAP) & PQM	During each major review	I
	SAP_ABAP_Code_Review_Checklist_BAPI,
	SAP_ABAP_Code_Review_Checklist_BDC,
	SAP_ABAP_Code_Review_Checklist_Business-Addins,
	SAP_ABAP_Code_Review_Checklist_Function_Module,
	SAP_ABAP_Code_Review_Checklist_Infotype,
	SAP_ABAP_Code_Review_Checklist_Layout,
	SAP_ABAP_Code_Review_Checklist_MODULE_POOL,
	SAP_ABAP_Code_Review_Checklist_Reports,
	SAP_ABAP_Code_Review_Checklist_User_Exits,
	Procedure for reviews,
	SAP_Product_Implementation_Procedure
Unit Test Specification	SAP_Product_Implementation_Procedure	SAP_Implementation_Test Specification & Result		PT (ABAP)	Once & revisit during changes	I
Unit Test Specification Review	SAP_Test Specification Review Checklist,	SAP_Review Report (Part of PR)		TL (ABAP) & PQM	During each major review	I
	SAP_Product_Implementation_Procedures
Unit Testing	ASAP Methodology	SAP_Implementation_Test Specification & Result		PT (ABAP)	Once & revisit during changes	I
Unit Test Results Review	Procedure for Reviews	SAP_Implementation_Test Specification & Result		TL (ABAP) & PQM	During each test	I
Program Documentation	SAP_Product_Implementation_Procedure	SAP_ABAP_Program_Documentation		PT (ABAP)	Once & revisit during changes	I
Program Documentation Review	SAP_Product_Implementation_Procedures	SAP_Review Report (Part of PR)		TL (ABAP) & PQM	During each major review	I
Start Customization Documentation	SAP_Product_Implementation_Procedure			Functional Consultant (PT)	Once & revisit during changes	I
Integration test Specification	SAP_Product_Implementation_Procedure	SAP_Implementation Test Specification & Result		Functional Consultant (PT)	Once & revisit during changes	C & I
Integration Test Specification Review	SAP_Product_Implementation_Procedures	SAP_Review Report (Part of PR)		PM & PQM	During each major review	I
	SAP_ Test Specification Review Checklist
Integration Testing	ASAP Methodology	SAP_Implementation_Test Specification& Result		Functional Consultant (PT)	Once & revisit during changes	C & I
Integration Test Results Review	SAP_Product_Implementation_Procedures	SAP_Implementation_Test Specification& Result		PM & PQM	During each major review	I
Customization Document	ASAP Methodology	SAP_Customization_Document		Functional Consultant (PT)	During each test	C & I
Customization Document Review	SAP_Product_Implementation_Procedures	SAP_Review Report (Part of PR)		PM & PQM		I
Upload of Master Transport Document	ASAP Methodology	List of Transport Document ( Project Specific)		Functional Consultant (TL / PT)	Once	C & I
		Go-Live Sign Off		PM	Once	I
Customer Feedback	Procedure for Managing Customer Satisfaction	SAP_Customer Feedback Form		PM	Once at the end	C & I
End PES Meeting	SAP_Product_Implementation_Procedure	PES Invitation ( can be through e-mail)		PM	Once	I
	Checklist for PES	SAP_PES Decision Sheet
	SAP_Project Quality Records	SAP_Lessons Learnt_Projects
	Checklist for Lessons Learnt	End PES Presentation (Standard / Project Specific)
		Updated Skills Data Base (Resume)
		Acceptance / Sign-off (Project Specific)
Project Status Reporting & Review	SAP_Product_Implementation_Procedure	SAP_Implementation_Project Report		PM & PQM	Monthly	I
Project Meetings	SAP_Product_Implementation_Procedure	SAP_Minutes of Meeting		Meeting coordinator	As & when required	I
Project Handover	Procedure for Project Organization	SAP_Responsibility Transfer Format		Person leaving the project & PM	As & when required	I
Requirement Tracing	SAP_Product_Implementation_Procedure	Traceability Matrix in SAP_Implementation_Project Report		TL	After BBP / FS & As & when changes come	I
Change Request Log	SAP_Product_Implementation_Procedure	Change Control Log in SAP_Implementation_Project Report		PT / TL	As & when change comes after integration testing	I
Change Approval	SAP_Product_Implementation_Procedure	Change Control Log in SAP_Implementation_Project Report		TL / PM	As & when change comes after integration testing	I
Configuration Audit	SAP_Product_Implementation_Procedure	Updation in SAP_Implementation_Project Report		PQM	Every Month / end of phase as defined in Project Plan	I
Project Trainings	SAP Training Procedure	Training Requirements		SM / PM	As & When required	I
		SAP_Course Feedback Form / QMS Portal Updation		Trainee	During Training
		SAP_Attendance Record / QMS Portal Updation		Trainer	During Training
Process Audit	SAP-Product Implementation Procedure	SAP_Process Audit Checklist		PQM	End of every Phase / Monthly	I

The list of documents to be prepared for Implementation Projects with the responsibility & frequency and the documents which can be referred for more details are also given.

C. Offshore ABAP

The list of documents to be prepared for Offshore_ABAP Projects with the responsibility & frequency and the documents which can be referred for more details are also given.

List of Project Documents - Offshore ABAP

Phase Related Activities

Sr. No	Phase	Task / Activity	Reference Documents for the Task / Activity	Deliverables-Implementation		Responsibility	Frequency	Customer (C)/ Internal (I)
1	Project Preparation	Prepare Project Charter	SAP_Product_Implementation_Procedure	SAP_Project Charter		PM	Once During Start	C & I
		Project Charter Approval	SAP_Product_Implementation_Procedure	SAP_Review Report (Part of PR)		SM	Once During Start	I
		Prepare Project Standards & Procedure	SAP_Product_Implementation_Procedure	SAP_Project Standards & Procedures (Project Specific)		PM	Once During Start	C & I
		Prepare Project Plan	SAP_Life Cycle	SAP_Offshore ABAP_ Project_Plan		PM with PQM	During Start & revisit as & when required	I
			SAP_Tailoring Table	•	SAP_Project Organization Structure	PM
			SAP_Configuration Items	•	SAP_Risk Escalation Level Calculator
			SAP_Goals	•	SAP_Project Report
			SAP_Quality Assurance Table			PM with PQM	During start & monthly updation
		Project Plan Review	SAP_Product_Implementation_Procedure	SAP_Review Report (Part of PR)		SM, TC & PQM	During each major review	I
			SAP_Project Plan Review Checklist
		Start PES Meeting	SAP_Product_Implementation_Procedure	PES Invitation ( can be through e-mail)		PM	Once during start PES	I
			Checklist for PES	Start PES Presentation & Project Briefing Kit (Standard / Project Specific)
			Procedure for Project Tracking	SAP_PES Decision Sheet
		Project Kickoff		SAP_Minutes of Meeting		PM		I
2	Realization	Functional Specification	ASAP Methodology	SAP_Functional_Specification		Functional Consultant (TL / PT)	Once & revisit during changes	I
		Functional Specification Review	SAP_Product_Implementation_Procedure	SAP_Review Report (Part of PR)		PM , PQM & TL(ABAP)	During each major review	I
			SAP_ABAP_Functional_Specification Review Checklist,
		Estimation	Procedure for Estimation	SAP_Offshore ABAP_Delphi Estimation Sheet		TL (ABAP)	Once & during major change	I
		Estimation Review	Procedure for Reviews,	SAP_Review Report (Part of PR)		PM	During each review	I
			SAP_Product_Implementation_Procedure
		Technical Specification	ASAP Methodology	Technical Specifications		PT (ABAP)	Once & revisit during changes	I
				•	SAP_ABAP_Technical_Specification_BAPI,
				•	SAP_ABAP_Technical_Specification_BDC,
				•	SAP_ABAP_Technical_Specification_Class,
				•	SAP_ABAP_Technical_Specification_CRM_HTML,
				•	SAP_ABAP_Technical_Specification_CRM_Landscape,
				•	SAP_ABAP_Technical_Specification_CRM_Scripts,
				•	SAP_ABAP_Technical_Specification_CRMIS,
				•	SAP_ABAP_Technical_Specification_Enhancements,
				•	SAP_ABAP_Technical_Specification_Function_Module,
				•	SAP_ABAP_Technical_Specification_IDOC_ALE_EDI,
				•	SAP_ABAP_Technical_Specification_Info_Types,
				•	SAP_ABAP_Technical_Specification_Layout,
				•	SAP_ABAP_Technical_Specification_Module_Pool,
				•	SAP_ABAP_Technical_Specification_Port_Defn,
				•	SAP_ABAP_Technical_Specification_Report_Painter,
				•	SAP_ABAP_Technical_Specification_Report,
				•	SAP_ABAP_Technical_Specification_Search,
				•	SAP_ABAP_Technical_Specification_Table_Views,
				•	SAP_ABAP_Technical_Specification_Workflow
		Technical Specification Review	SAP_Product_Implementation_Procedure	SAP_Review Report (Part of PR)		TL (ABAP) & PQM	During each major review	I
			SAP_ABAP_Technical_Specification_Review_Checklist,
		Coding	SAP_ABAP_R3_Development Standard			PT(ABAP)	Once & revisit during changes	I
		Code Review	SAP_ABAP_Code_Review_Checklist_ALE,	SAP_Review Report (Part of PR)		TL (ABAP) & PQM	During each major review	I
			SAP_ABAP_Code_Review_Checklist_BAPI,
			SAP_ABAP_Code_Review_Checklist_BDC,
			SAP_ABAP_Code_Review_Checklist_Business-Addins,
			SAP_ABAP_Code_Review_Checklist_Function_Module,
			SAP_ABAP_Code_Review_Checklist_Infotype,
			SAP_ABAP_Code_Review_Checklist_Layout,
			SAP_ABAP_Code_Review_Checklist_MODULE_POOL,
			SAP_ABAP_Code_Review_Checklist_Reports,
			SAP_ABAP_Code_Review_Checklist_User_Exits,
			Procedure for reviews,
			SAP_Product_Implementation_Procedure
		Unit Test Specification	SAP_Product_Implementation_Procedure	SAP_ABAP_Test Specification & Result		PT (ABAP)	Once & revisit during changes	I
		Unit Test Specification Review	SAP_Test Specification Review Checklist,	SAP_Review Report (Part of PR)		TL (ABAP) & PQM	During each major review	I
			SAP_Product_Implementation_Procedures
		Unit Testing	ASAP Methodology	SAP_ABAP_ Test Specification & Result		PT (ABAP)	Once & revisit during changes	I
		Unit Test Results Review	Procedure for Reviews	SAP_ABAP_Test Specification & Result		TL (ABAP) & PQM	During each test	I
		Program Documentation	SAP_Product_Implementation_Procedure	SAP_ABAP_Program_Documentation		PT (ABAP)	Once & revisit during changes	I
		Program Documentation Review	SAP_Product_Implementation_Procedures	SAP_Review Report (Part of PR)		TL (ABAP) & PQM	During each major review	I
3	Post Go-live Support	Customer Feedback	Procedure for Managing Customer Satisfaction	SAP_Customer Feedback Form		PM	Once at the end	C & I
		End PES Meeting	SAP_Product_Implementation_Procedure	PES Invitation ( can be through e-mail)		PM	Once	I
			Checklist for PES	SAP_PES Decision Sheet
			SAP_Project Quality Records	SAP_Lessons Learnt-Projects
			Checklist for Lessons Learnt	End PES Presentation (Standard / Project Specific)
				Updated Skills Data Base (Resume)
				Acceptance / Sign-off (Project Specific)
	Other activities
4	Project Monitoring	Project Status Reporting & Review	SAP_Product_Implementation_Procedure	SAP_IProject Report		PM & PQM	Monthly	I
		Project Meetings	SAP_Product_Implementation_Procedure	SAP_Minutes of Meeting		Meeting coordinator	As & when required	I
		Project Handover	Procedure for Project Organization	Responsibility Transfer Format		Person leaving the project & PM	As & when required	I
	Requirement Change Management	Requirement Tracing	SAP_Product_Implementation_Procedure	Traceability Matrix in SAP_Project Report		TL	After BBP / FS & As & when changes come	I
		Change Request Log	SAP_Product_Implementation_Procedure	Change Control Log in SAP_Project Report		PT / TL	As & when change comes after integration testing	I
		Change Approval	SAP_Product_Implementation_Procedure	Change Control Log in SAP_Project Report		TL / PM	As & when change comes after integration testing	I
		Configuration Audit	SAP_Product_Implementation_Procedure	Updation in SAP_Project Report		PQM	Every Month / end of phase as defined in Project Plan	I
	Project Trainings		SAP Training Procedure	Training Requirements		SM / PM	As & When required	I
				SAP_Course Feedback Form / QMS Portal Updation		Trainee	During Training
				SAP_Attendance Record / QMS Portal Updation		Trainer	During Training
	Process Audit	Process Audit	SAP-Product Implementation Procedure	SAP_Process Audit Checklist		PQM	End of every Phase / Monthly	I

Note:SM: Systems Manager, PM: Project Manager, PQM: Project Quality Manager, TL: Team Lead, PT: Team Member, TC: Technical Controller