Show TOC Start of Content Area

Function documentation Create New Item (Single Item)  Locate the document in its SAP Library structure

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.

Caution

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.

End of Content Area