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Object documentation Portfolio Review  Locate the document in its SAP Library structure


Portfolio reviews are part of a company’s business planning process. They can take place annually, bi-annually, quarterly or ad-hoc – e.g. when a certain item has reached a certain decision point.


Portfolio reviews enable portfolio managers to make fact-based decisions. The portfolio items within a review are evaluated and compared within scoreboards.



A review is set up for a certain date, has a certain type and status. Portfolio items are added to the review and the decision making stakeholders are assigned to the review with certain authorizations (read/write).



A review consists of a selected set of portfolio items.

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