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With the transactional app Create Portfolio Item Proposals program managers can create proposals for new portfolio items. Once a proposal is completed, the program manager can send it to start the reviewing process.

Key Features
  • Display a list of all portfolio item proposals (portfolio items in start status); display details of portfolio items

  • Search for portfolio items in the portfolio items list

  • Group or sort the entries in the list of portfolio items

  • Create, edit, or delete new portfolio item proposals

  • Select the relevant portfolios and buckets from lists when creating a new proposal

  • Add notes to portfolio items

  • Add attachments to portfolio items; display or delete attachments assigned to portfolio items

  • Send portfolio item proposals for review

  • Share notes and attachments referring to portfolio item proposals via SAP JAM groups to discuss with other group members

Technical Features

In addition, this app supports the following technical features and options. Some of these features require additional components or settings in your system landscape:

  • This app contains features based on SAP Jam. To use these features SAP Jam has to be integrated in your SAP Fiori system landscape. For more information, see Integrating SAP Jam.

  • This app enables you to upload documents. For security reasons, we strongly recommend that you install a virus scanner in your system landscape. For more information, see Virus Scanning.

System Landscape Requirements

In order to be able to implement this app, your system landscape has to be enabled for SAP Fiori. One of the requirements for your system landscape is that your back-end product meets the required product version stack:

Required Back-End Product (Product Version Stack)

  • SAP Portfolio and Project Management 6.0 (08 (08/2015))
  • SAP Portfolio and Project Management 6.1 (03 (08/2015))

The front-end components of this app (such as the user interface) are delivered together with the components of other apps as part of this SAP Fiori product:

Front-End Components Delivered with (Product Version Stack)

SAP Fiori 1.0 for SAP Portfolio and Project Management ( 07 (07/2015) )

For more information, see the app implementation document of this app.

Related Apps

From a business perspective, the following apps are related to this app:

Component for Customer Incidents

PPM-FIO