SAP Portfolio and Project Management
What's New in SAP Portfolio and Project Management
Portfolio and Project Management
SAP Business Suite powered by SAP HANA
Portfolio Management
Dashboard in Portfolio Management
Dashboard Features
Embedded Dashboard
Objects with Embedded Dashboard
Alternative User Interface for the Portfolio Item Dashboard
Authorizations in Portfolio Management
Authorization Inheritance
Authorization Assignment
Multilingual Portfolio Maintenance
Portfolio and Bucket Hierarchy Management
Portfolio
Classification Hierarchy
Portfolio Details and Classification Details
Substitutes
Bucket
Portfolio Structure
Working with Classification Hierarchies
Bucket Selection
Bucket Switch
Bucket Details
Item Management
Portfolio Item
Item Creation (Single)
Item Creation (Multiple)
Item Details
Financial Information About Items and Initiatives
Capacity Information About Items and Initiatives
Classification for Items and Initiatives
Process Flow Change
Example: Process Flow Change
Object Links for Items and Initiatives
Creating Object Links
Integration with Object Navigator
Integration with SAP Environmental Compliance
Integration with SAP Innovation Management
Integration with Engineering Records in SAP Product Lifecycle Management
Related Objects Management
Creation or Assignment of Object
Assignment of Subobjects
Detail Data for Items Assigned to Project Management Projects
Portfolio Data for Subobjects
Decision Point
Phases and Decisions Dashboard
Decision Point Details
Template in Portfolio Management
Item Creation from Item Template
Version Management
Version Creation
Version Details
Item Dependency Management
Dependency Creation
Dependency Details
Item Dependencies
Financial and Capacity Planning
Financial Planning
Distribution for Financial Planning
Planning of Labor Costs
Usage of Financial Planning
Transfer to SAP ERP
Capacity Planning
Distribution for Capacity Planning
Usage of Capacity Planning
Generate Project Management Roles Based on Strategic Demand
Fiscal Year Planning
Rollup
Integration for Item
Hierarchy Processing
Handling of Assigned Orders
Settlements
Currency Handling
Project Resource Planning (Portfolio Management)
Resources
Resource Overview
Staffing
Staffing Overview
Resource Details
Resource Creation or Editing
Resource Management Favorites
Distribution for Resource Management
Export of Resource Management Data
Collection Management
Collection
Collection Creation
Collection Details
Portfolio Review Management
Portfolio Review
Review Creation
Review Details
Item or Initiative Score
Scoring
Questionnaires
Item or Initiative Score
Scoreboard
What-If Scenario Management
What-If Scenario
Usage of What-If Scenarios
What-If Scenario Details
What-If Scenario Creation
Reporting Cockpit
Reporting Cockpit (Bucket)
Reporting Cockpit (Collection)
Reporting Cockpit (Portfolio Management)
Reporting Cockpit (Review)
Reporting Cockpit for Financial Details
SAP Bus. Cont. for Reporting Cockpt in SAP Portf. and Proj. Mgmt
Xcelsius Dashboards in SAP Portfolio and Project Management
SAP Bus. Cont. for SAP BusinessObjects in SAP Portf. and Proj. Mgmt
Integration with Collaboration Rooms in Portfolio Management
Printing of Forms
Work with Documents in Portfolio Management
Change Document
Working with Change Documents
Object Header
Date Picker
Notes
User Settings
Identity Management for SAP Portfolio and Project Management
Project Management
Work with Project Management
Navigation
Personalization and Adjustment of the User Interface
Project Elements
Project Definition
Roles
Phase
Checklist
Checklist Item
Task
Typical Functions for Project Leads
Typical Functions for Project Participants
Typical Functions for Project Resource Planners
Typical Functions for Decision Makers
Functions on the Start Page
Opening a Project or Project Version
Creating a Project Definition
Copying of Projects
Creating a Project Charter for a Project Definition
Dashboard in Project Management
Favorites List
Adding Objects to the Favorites List
Project List
Vacant Role Search
Selection by Qualification
Making User Settings
Creation of a Project
Creating a Project Definition
Copying of Projects
Creating Project Elements
Including Elements from Templates or Projects
Deactivation of Object Types
Task Hierarchies
Mass Data Entry
Importing Projects from Microsoft Excel
Templates
Creating a Project Template
Work with Checklist References
Structure Tree
Creation of Data for the Project Definition
Creating Basic Data for a Project Definition
Dates and Work
Failure Modes and Effects Analysis (FMEA)
Creating Additional Data for a Project Definition
Creation of Data for a Phase
Creating Basic Data for a Phase
Dates and Work
Creating Additional Data for a Phase
Creating Data for a Checklist
Creating Basic Data for a Checklist
Creating Additional Data for a Checklist
Changeability
Creation of Data for a Checklist Item
Creating Basic Data for a Checklist Item
Dates and Work
Creating Additional Data for a Checklist Item
Creation of Data for a Task
Creating Basic Data for a Task
Dates and Work
Creating Additional Data for a Task
Editing Project Structures
Basic Functions
Table View
Working with the Table View
List View
Graphical View
Alternative Gantt Chart based on SAPUI5 Technology
Structure - Detail
Structure - Table
Structure - Graphic
Setting the Filter
Saving the Filter
Printing an Object
Sending E-Mails from Project Elements
Workflow
Alerts
Lock Logic
Multilingual Capabilities
Using Language-Dependent Functions
Recording Changes
Archived Objects
Notes
Project Planning
Editing a Project Element
Persons Responsible for Project Elements
Deletion of Objects
Moving Project Elements Up or Down
Using Drag and Drop
Examples: Using Drag and Drop
Maintaining Relationships Between Tasks
Scheduling
Time Constraints
Releasing Project Elements
Confirmation
Confirming Checklist Items
Confirming Tasks
Time Recording Using the Cross-Application Time Sheet
Completion of Subordinate Project Elements
Project Resource Planning
Staffing Overview: Dates
Staffing Overview: Distribution
Resource Overview: Dates
Resource Overview: Distribution
Resource Management Graphics
Confirmation Graphics
SAP Business Content for Resource Management in SAP Portf. and Proj. Mgmt
Roles
General Definition of a Role
Creating a Role
Copying Roles and Staffings
Sorting Roles
Role Overview and Role Staffing Subviews
Distribution of Demand over Periods
Task Assignment
Assigning Tasks and Roles
Deleting a Task Assignment
Assignment of Roles to Tasks
Definition of Qualifications
Defining Qualifications
Deleting Qualifications
Staffing Process
Staffing Process Tab
Staffing Process - Status
Accepting Responsibility for Roles
Resource Search
General Selection Criteria
Selection According to Organizational Structure
Selection According to Qualifications
Selection According to Availability
Resource Search Results
Suitability Percentage
Vacant Role Search
Selection by Qualification
Staffing of Roles with Resources
Candidates
Staffing Actions
Creating a Business Partner
Storing Resources As Candidates
Notifying a Selected Resource by E-Mail
Staffing Roles with Resources
Creating Soft Bookings for Resources
Generic Interval Check
Creating a Soft Booking for a Resource
Workflow for Resource-Booking Statuses
Creating a Groupware Task
Management of Scheduling/Resource Planning Conflicts
Replacing User or Resource
Multi-Project Management
Working with Subprojects
Working with Mirrored Tasks
Working with Programs
Multi-Project Monitor
Setting the Filter in the Multi-Project Monitor
Project Versions
Work with Versions
Creation of Simulations and Snapshots
Creation of Snapshots in the Background
Reconciliation and Comparison of Versions
Performing Reconciliations and Comparisons
Deletion of Project Versions
Milestone Trend Analysis
Object Links
Operative Object Links
Creating Object Links for a Project Element
Object Links to Quality Notifications
Integration with Object Navigator
Integration with SAP Innovation Management
Integration with Engineering Records in SAP Product Lifecycle Management
Accounting Integration
General Information About Accounting Integration
Costing Logic
Assignment of Cost/Revenue Rates
Derivation of Organizational Data
From the Opportunity to the Sales Order
Preliminary Costing and Quotation Creation
Ad Hoc Cost Estimate for Project Management
Sales Pricing for Project Management
Controlling
Controlling Cockpit
Single-Object Controlling for Internal Orders
Multilevel Controlling
Manual Creation of the Controlling Structure
Automatic Creation of the Controlling Structure
Integration with Supplier Relationship Management
Creating a Shopping Cart
Canceling a Shopping Cart
Staffing Tasks with External Resources
Control Plan
Creating and Opening a Control Plan
Editing a Control Plan
Creating a Control Plan Version
Creating Objects in the Control Plan
Work with Documents in Project Management
Documents
Assigning Documents and Creating Folders
Editing the Document or Folder
Editing the Document or Folder (HTTP-Based)
Using Document Templates
Content Versions
Tabular Document View
Integration with SAP Document Management
Working with Document Info Records
Integration with a WebDAV Client
Technical Description and Configuration Information
Configuration of a WebDAV Repository Manager
Defining the WebDAV URL
Editing Functions for Project and Collaboration Structures
Function Details
Objects with the Same Name
Editing Project and Collaboration Structures
Integration with SAP Document Center
Integration with cFolders
Creating a Collaboration
Assigning an Existing Collaboration to a Project Element
Transferring Documents
Renaming a Collaboration or a Folder
Maintaining a Collaboration
Deleting a Link to a Collaboration
Integration with SAP NetWeaver Portal
Integration with Collaboration Rooms in Project Management
Integration with Portfolio Management
Project Status Reports
Creating Project Status Reports
Editing Project Status Reports
Project Status Reports Without Interactive Forms
Evaluations
Creating and Displaying Evaluations
Exporting Evaluations
Favorites
Approving a Phase
Creating an Approval
Beginning an Approval
Granting or Rejecting Individual Approvals
Canceling an Approval
Rejecting an Approval
Beginning an Approval Again
Granting an Approval
Approval Documents Without Interactive Forms
Authorizations in Project Management
Authorizations During Role or Resource Assignment
Assigning Authorizations
Assigning Administration Authorization
User Groups
Substitute
Superuser
Status Management
Status of the Project Definition
Status of Phases
Status of Templates
Status of Tasks
Status of Checklists
Status of Checklist Items
Status of Control Plan Versions
Status of Documents
Status Information for Project Element
Common Functions
Decision Flow Management (DFM)
Initiative
Template in Portfolio Management
Initiative Creation
Initiative Creation from Initiative Template
Initiative Details
Financial Information About Items and Initiatives
Capacity Information About Items and Initiatives
Object Links for Items and Initiatives
Creating Object Links
Integration with Object Navigator
Integration with SAP Environmental Compliance
Version Management
Version Creation
Version Details
Dashboard in Portfolio Management
Related Objects Management
Creation or Assignment of Object
Assignment of Subobjects
Detail Data for Items Assigned to Project Management Projects
Portfolio Data for Subobjects
Role Staffing for Persons Responsible
Phases and Decisions Dashboard
Classification for Items and Initiatives
Process Flow Change
Checklist Dashboard
Work with Documents in Project Management
Documents
Assigning Documents and Creating Folders
Editing the Document or Folder
Using Document Templates
Content Versions
Tabular Document View
Services
Metrics Management
Metric
Using Metrics
Example: Metric
Display Status and Trend
Calculation of Metrics
Timeline Monitor
Object-Centric View
Phase-Centric View
Displaying Data in the Timeline Monitor
Print Preview
Scoring
Questionnaires
Item or Initiative Score
Scoreboard
Portfolio Review Management
Portfolio Review
Review Creation
Review Details
Item or Initiative Score
Reporting Cockpit
Reporting Cockpit (Bucket)
Reporting Cockpit (Portfolio Management)
Reporting Cockpit (Review)
Synchronization
Horizontal Synchronization
Vertical Synchronization
Export or Import of Project Data
Export or Import Data from or to Microsoft Project
Export to Microsoft Project
Import from Microsoft Project
Export to an XML file
Import from an XML file
Export to Project Management
Import from Project Management
Export to Project System
Import from Project System
Search
Portfolio and Project Administration
Dashboard in Portfolio and Project Administration
Dashboard Features in Administration
Embedded Dashboard
Objects with Embedded Dashboard
Portfolio
Portfolio Structure
Portfolio Creation
Portfolio Details and Classification Details
Bucket
Bucket Creation
Bucket Details
Classification Hierarchy
Working with Classification Hierarchies
Classification Hierarchy Creation
Template in Administration
Item Template Creation or Change
Initiative Template Creation or Change
Creating a Project Template
Document Template Creation
User Groups
Version Creation (Administration)
Resource Management (Administration)
Resource Pool Details
Team Details
Resource Details
Resource Management
Authorizations
Identity Management for SAP Portfolio and Project Management
Analytics
DataSources
Portfolio Management
Bucket Attributes
Bucket Capacity Category Attributes
Bucket Capacity Group Attributes
Bucket Capacity Planning Attributes
Bucket Financial Category Attributes
Bucket Financial Group Attributes
Bucket Financial Planning Attributes
Bucket ID and Text
Collection GUID ID Text
Decision Phase ID and Text
Decision Point Attributes
Decision Point ID and Text
Item Capacity Category Attributes
Item Capacity Group Attributes
Item Capacity Planning Attributes
Item Classification Types
Item Derived Attribute
Item Detail Composite Data
Item Detail ID and Text
Item Financial Category Attributes
Item Financial Group Attributes
Item Financial Planning Attributes
Item Header Attributes
Item Header ID and Text
Item Version Texts
Initiative GUID Attributes
Initiative Header Attributes
Initiative Item Hierarchy
Initiative Capacity Category Attributes
Initiative Financial Category Attributes
Initiative Capacity Planning Attributes
Initiative Financial Planning Attributes
Initiative-Related Attributes
Initiative Text
Initiative Type Text
Planning Types for Capacity Periodic Figures
Planning Types for Financial Periodic Figures
Rollup Process Texts for Item of Initiative
Bucket Rollup Source Text
Portfolio Attributes
Portfolio Collection Extracted Attributes
Portfolio ID and Text
Portfolio Object Relationships
Portfolio Management FI Data Extractor
Role Data
Role Data (Delta Extractor)
Staffing Data
Staffing Data (Delta Extractor)
Version Type
Project Management
Attributes for Approval
Attributes for Individual Approval
Attributes for Checklist
Attributes for Checklist Item
Attributes for Documents
Attributes for Phase
Attributes for Project Definition
Attributes for Role
Attributes for Task
Attributes for the Version
Links and Status
Project Management Hierarchy
Customizing for Roles
Texts for the Approval
Texts for Checklist
Texts for Checklist Type
Texts for Checklist Item
Texts for Cost/Revenue Rate
Texts for Date Type
Texts for Object Type
Texts for Phase
Texts for Phase Type
Texts for Priority
Texts for Project Categories
Texts for Project Definition
Texts for Project Type
Texts for Reason for Project
Texts for Role
Texts for the System Status (Field 1)
Texts for the System Status (Field 2)
Texts for the System Status (Field 3)
Texts for Task
Texts for Task Type
Texts for Version
Object Links to the Approval
Object Links to the Checklist
Object Links to the Checklist Item
Object Links to the Phase
Object Links to the Project
Object Links to the Task
Assignment of Documents to Approval
Assignment of Documents to Checklist
Assignment of Documents to Checklist Item
Assignment of Documents to Phase
Assignment of Documents to Project
Assignment of Documents to Task
Staffing of Project Roles with Business Partner DataSource
Assignment of Roles to Checklist
Assignment of Roles to Checklist Item
Assignment of Roles to Phase
Assignment of Roles to Project
Assignment of Roles to Task
Assignment of Resources to Task
Dates for Checklist Item
Dates for Phase
Dates for Project Definition
Dates for Role
Dates for Task
Metrics Management
Metrics Values
Attributes for Metrics Definitions
Attributes for Objects
Metrics Attributes
Texts for Metrics Groups
Texts for Metrics Definitions
Texts for Metrics-Independent Object Groups
Texts for Metrics Value Types
Texts for Object Types
Archiving Portfolio and Project Management Data
Archiving Portfolio Management Data
Archiving Buckets with RPM_BUCKET
Characteristics of RPM_BUCKET
Defining Write Variant for RPM_BUCKET
Authorizations for Archiving Object RPM_BUCKET
Displaying Buckets Archived with RPM_BUCKET
Archiving Collections with RPM_COLL
Characteristics of RPM_COLL
Defining Write Variant for RPM_COLL
Authorizations for Archiving Object RPM_COLL
Displaying Collections Archived with RPM_COLL
Archiving Initiatives with RPM_INIT
Characteristics of RPM_INIT
Defining Write Variant for RPM_INIT
Authorizations for Archiving Object RPM_INIT
Displaying Initiatives Archived with RPM_INIT
Archiving Items with RPM_ITEM
Characteristics of RPM_ITEM
Defining Write Variant for RPM_ITEM
Authorizations for Archiving Object RPM_ITEM
Displaying Items Archived with RPM_ITEM
Archiving Portfolio with RPM_PORT
Characteristics of RPM_PORT
Defining Write Variant for RPM_PORT
Authorizations for Archiving Object RPM_PORT
Displaying Portfolios Archived with RPM_PORT
Archiving Reviews with RPM_REVW
Characteristics of RPM_REVW
Defining Write Variant for RPM_REVW
Authorizations for Archiving Object RPM_REVW
Displaying Reviews Archived with RPM_REVW
Archiving Project Management Data
Archiving Documents with CDOCS_CONT
Characteristics of CDOCS_CONT
Defining Write Variant for CDOCS_CONT
Archiving Project Data with CPROJECTS
Characteristics of CPROJECTS
Defining Write Variant for CPROJECTS
Archiving Collaboration Folders with CFX_ARCH
Characteristics of CFX_ARCH
Defining Write Variant for CFX_ARCH
Design Collaboration with cFolders
Deployment Possibilities
cFolders Back-End Integration
Exporting Documents
Importing Documents
Exporting Materials, MPNs, BOMS, and Related Documents
Importing Materials, MPNs, BOMs, and Related Documents
Exporting and Importing iPPE Objects
Business Partner Integration
Integration with the CAD Desktop
Integration with SAP SRM: Shopping Cart
Creating a Shopping Cart
External References
Administration and Settings in cFolders
Administration
User Administration
Central User Administration
Functions for Local User Administration
User
User Group
Superuser
System User
Creating a System User
Network Administration
cFolders Administration
Settings
Authorizations
Authorization Overview
Authorized Activities
Authorization Types
Roles in cFolders
Business Partner Integration
Superuser
Object Authorization
Object Authorizations per Status
Authorizations for Generic Objects and Object Categories
Field Group Authorizations per Status
Object
Working with Objects
Versioning
History
Discussion
Alias
Object Categorization
Collaboration
Business Scenario
Collaborative Scenario
Competitive Scenario
Public Area
Private Work Area
Authorizations in the Competitive Scenario
Standard Scenario
Collaboration Templates
Folder and Subfolder
Document
Transferring Individual Documents
Mass Transfer of Documents
File Storage
Distributed Content Servers
Engineering Client Viewer
Function Bar of the Engineering Client Viewer
Redlining
Integration with a WebDAV Client
Technical Description and Configuration Information
Configuration of a WebDAV Repository Manager
Defining the WebDAV URL
Editing Functions for Project and Collaboration Structures
Function Details
Objects with the Same Name
Editing Project and Collaboration Structures
Generic Object
Status and Authorizations for Generic Objects
Editing Generic Objects
Engineering Change Number
Material
Material Attribute
Editing Materials
Manufacturer Part Number
Bill of Material
Bill of Material Attribute
Editing Bills of Material
Single-Level Structure Comparison of BOM Versions
Multi-Level BOM Overview and Comparison
Export of Bills of Material
Data Sheet
Processing Data Sheets
Class
Characteristic
Specification
Displaying a Data Sheet as an XML Document (Download)
Uploading an XML Document to the Data Sheet
Comparing Data Sheets
Bookmark
Note
Thumbnails
Creating a Thumbnail
cFolders Functions
Status Management
Status Profile
Status Profile Authorization
Status
Object Authorization
Status Actions
Status Transition
Transition Authorization
Status Transition Actions
Recipient of Notifications Triggered by Actions
Assigning a Status Profile to an Object
Revoking a Status Profile Assignment
Editing an Individual Status Object
Mass Status Change of Objects
Performing a Mass Status Change
Adapting a Status Action
Protection
Using the Status Log
Engineering Change Collaboration
Maintenance of Engineering Change Numbers
Display of Pending Engineering Changes
Import and Export of Product Data eXchange Packages
PDX File Structure
Notifications
Displaying Notifications
Notification Templates
Search Functions
Attribute-Based Search
Business-Partner-Related Search
General Utilities
Table Filter
Archiving
Meetings
Subscriptions
Favorites
Reporting with Business Intelligence
Plug-In for Processing Files
cFolders Application Programming Interface
Available Function Modules
Descriptions of the Function Modules and Their Parameters
Documentation of the Individual Function Modules
Business Package for SAP Portfolio and Project Management 5.0
Release Note for BP for Portfolio and Project Management 5.0(Changed)
Technical Description and Configuration Information
Portfolio and Project Management
Portfolio and Project Administration
Portfolios
Portfolio Structure
Classification Hierarchies
Portfolio Management Templates
Resource Management
Create Resource
Edit Resource
Replace User / Resource
Project User Groups
Project Management Templates
Project Version Administration
Project Document Templates
Project Authorization Administration
Project Management
Projects
Tasks
Checklist Items
Approvals
Control Plans
Evaluations
Project Versions
Search
Substitute
Vacant Roles
User Settings
Portfolio Management
Portfolio Structure
Classification Hierarchies
Portfolio Items
Portfolio Initiatives
Reviews
Collections
Search
Substitutes
User Settings
My Portfolio Objects
Portfolio Items
Portfolio Initiatives
Reviews
Collections
Search
Substitutes
User Settings
Resource Management
Resources
Resource Overview
Staffing
Staffing Overview
Role Design Collaboration
Workset: Design Collaboration
About cFolders
Assign Collaboration
cFolders Administration
Collaborative Scenarios
Competitive Scenarios
Meetings
Network Administration
Received Notifications
Search
Sent Notifications
Standards
Status Management
User Administration
User Groups
Notification Template