Create New Item (Single Item) (SAP Library - Project and Portfolio Management)

Create New Item (Single Item)

Use

This view allows you to create a single new item object. Items must be created in a bucket at the lowest level of a hierarchy. A bucket and an item cannot co-exist in the same bucket.

Prerequisite

· You have selected an existing bucket in the first view of Create New Item(Select Bucket).

· You have selected that you want to create a single item.

· You have chosen the item type from the dropdown list.

Features

● To expand/collapse all trays: Click the overlapping triangles icon at the top right.

● To expand/collapse individual trays: click the icon at the top right of respective tray.

● To create the item, provide information in the steps below. The first three steps contain mandatory fields.

General Information

Here, you are required to provide information about the item in the fields described below.

Field	Status	Explanation
Name	Mandatory	This is an alphanumeric field.
External ID	Mandatory	This is a unique identifier for the item and is an alphanumeric field.
Bucket Name	System generated	The system displays the name of bucket within which the current item is being created.
Description	Optional	Enter a detailed description about the Item.
cProjects Template	Optional	If you have congfigured templates to item types, you can choose these templates here. If you choose a cProjects template, the project number, name, distribution unit, fixed start date and fixed finished date in cProjects will be overwritten by item ID, name, unit, plan start date and plan finished date.
Proposal	Optional	Set this indicator if project associated with this item is at the proposal stage and should be displayed in the proposals list.
Subcategory	Optional	Select the subcategory from the drop down list.
Technology Type	Optional	Select the technology type from the drop down list.
Probability Technical Success	Display only	This field displays the probability of technical success based on the scoring model specified at the bucket level. The icon next to the field displays score details.
Probability Commercial Success	Display only	This field displays the probability based on the answers to the questionnaire associated with it. The questionnaire is specified in the parent bucket. During item creation, this icon is inactive.
Priority Group	Optional	Specify the priority by selecting from the drop down menu.
Assessed Risk	Display only	This field displays the risk which is assessed based on the questionnaire associated with it. The questionnaire is specified in the parent bucket. During item creation, this icon is inactive.
User Name	Updated by the system	This user creating the item is displayed.

Financial Overview

Here you specify the financial attributes of this item.

Field	Status	Explanation
Currency	Mandatory	Specify the currency used in the project associated with this item by selecting from the drop down menu.
Period Breakdown	Mandatory	From the drop down menu, select a time unit in which the financial information needs to be viewed and controlled.

Capacity Overview

Here you specify the attributes related to Resource Capacity.

Field	Status	Explanation
Unit	Mandatory	Specify the time unit for monitoring capacity by selecting from the drop down menu.

Schedule

Here you specify the start and finish dates of the project associated with the current item.

Field	Status	Explanation
Plan Start Date	Optional	Date from which project is/was planned to start. Enter the date manually or click the date picker (see instructions below)next to the field to specify the date.
Plan Finish Date	Optional	Date by which project is/was planned to be completed. Enter the date manually or click the date picker next to the field to specify the date.
Forecasted Start Date	Optional	Date from which project should start as per forecast. Enter the date manually or click the date picker next to the field to specify the date.
Forecasted Finish Date	Optional	Date by which the project is forecasted to be completed. Enter the date manually or click the date picker next to the field to specify the date.
Actual Start Date	Optional	Date on which the project actually started. Enter the date manually or click the date picker next to the field to specify the date.
Actual Finish Date	Optional	Date on which the project actually got completed. Enter the date manually or click the date picker next to the field to specify the date.

Authorizations

Here, you can add and remove users and change their authorizations to access the item. The user creating the item is automatically added with administration rights.

Add a User

...

1. Choose Add user manually.

2. Use Search to select the user and add to the list.

Remove a User

...

1. Click the box to the left of the user name.

2. Choose Remove.

Change User Authorization

...

1. Check appropriate boxes under Admin, Owner, Read or Write.

2. Click the icon to at the top right corner of the tray to display the description of each authorization.

3. To view the inherited user list, choose Show/Hide users with inherited authorizations.

Comments

This is an optional field. Here, you may add comments relevant to the item. The box on the right displays the comments log.

Escalation

Set this indicator if you wish to have this item included in the list of escalated items.

Note

The date picker displays the monthly calendar. To invoke the date picker, click calendar icon next to a date field, or choose F4 while the cursor is in the date field.
To scroll forward or backwards one month at a time, click the right or left triangle at the top. Double click a date to select it. Click anywhere else on the screen to exit the date picker without making any selection.