Project and Portfolio Management
SAP Project and Portfolio Management Security Guide
Technical System Landscape
User Administration and Authentication
User Management
User Management in cFolders
Data Synchronization
Integration into SSO Environments
Authorizations
Authorization Objects and Roles
Access Control Lists
Network and Communication Security
Communication Channel Security
Network Security
Internet Gateway Types and Setups
Scenario A: No Content Server
Definition of a Subnet
Scenario B: One Hidden Content Server
Scenario C: One Public Content Server (cFolders)
Scenario D (cFolders)
Scenario E (cFolders)
Additional Components (cFolders)
Integration with Back-End Systems (cFolders)
Plug-In Security
Communication Destinations
Data Storage Security
Security for Additional Applications
Minimal Installation
Browser Plug-In for File Handling
ActiveX for Microsoft Project Integration
Other Security-Relevant Information
Appendix
Collaboration Projects
Project Planning with cProjects
Project Execution with cProjects
Project Accounting with cProjects
Resource and Time Management with cProjects
Work with cProjects
Navigation
Adjustment or Enhancement of the User Interface
Personalization of the User Interface
Project Elements
Project Definition
Project 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
Dashboard
Favorites List
Adding Objects to the Favorites List
Project List
Search Function
Making User Settings
Creation of a Project
Creating a Project Definition
Creating Project Elements
Task Hierarchies
Mass Data Entry
Templates
Creating a Template
Work with Checklist References
Including Subtrees from Templates
Structure Tree
Creation of Data for the Project Definition
Creating Basic Data for a Project Definition
Creating Additional Data for a Project Definition
Creation of Data for a Phase
Creating Basic Data for a Phase
Creating Additional Data for a Phase
Creating Data for a Checklist
Creating Basic Data for a Checklist
Creating Additional Data for a Checklist
Creating Data for a Checklist Item
Creating Basic Data for a Checklist Item
Creating Additional Data for a Checklist Item
Creation of Data for a Task
Creating Basic Data for a Task
Creating Additional Data for a Task
Editing Project Structures
Basic Functions
Table View
Working with the Table View
Graphical View
Setting the Filter
Printing an Object
Workflow
Alerts
Lock Logic
Multilingual Capabilities
Using Language-Dependent Functions
Recording Changes
Archiving
Notes
Project Planning
Maintaining a Project Element
Deletion of Objects
Editing the Relationship Between Tasks
Scheduling
Time Constraints
Scheduling Manually
Releasing Project Elements
Import and Export of Data
Export to Microsoft Project (Client)
Export to Microsoft Project (Server)
Export to an XML File
Importing of Project Data
Confirmation
Confirming Checklist Items
Confirming Tasks
Time Recording Using the Cross-Application Time Sheet
Project Resource Planning
Project Roles
General Definition of a Project Role
Creating a Project Role
Sorting Project Roles
Views
Task Assignment
Assigning Tasks/Project Roles
Deleting a Task Assignment
Assignment of Project Roles to Tasks
Definition of Qualifications
Defining Qualifications
Deleting Qualifications
Staffing Process
Staffing Process Tab Page
Staffing Process - Status
Accepting Responsibility for Roles
Synchronize Project Roles to Staffing Process
Resource Search
General Selection Criteria
Selection According to Organizational Structure
Selection According to Qualifications
Selection According to Availability
Running a Search
Search Result
Suitability Percentage
Project-Independent Search
Staffing of Project Roles with Resources
Candidates
Staffing Actions
Creating a Business Partner
Storing Resources as Candidates
Notifying a Selected Resource by E-Mail
Staffing Project Roles with Resources
Reserving Resources
Generic Interval Check
Creating a Soft Booking for a Resource
Workflow for Resource-Booking Statuses
Creating a Groupware Task
Resource Manager
Multi-Project Management
Work with Subprojects
Work with Mirrored Tasks
Work with Programs
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
Object Links
Creating an Object Link
Editing an Object Link
Opening a Linked Object for Editing
Displaying Linked Object Data
Deleting an Object Link
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 cProjects
Sales Pricing for cProjects
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 cProjects
cProjects Documents
Assigning Documents and Creating Folders
Editing the Document or Folder
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 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 Enterprise Portal
Integration with Virtual Rooms
Project Status Reports
Creating Project Status Reports
Editing Project Status Reports
Evaluations
Creating and Displaying Evaluations
Exporting Evaluations
Search
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
Authorizations
Assigning Authorizations
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
Design Collaboration with cFolders
Collaborative Scenario
Competitive Scenario
Standards
Entering cFolders
Favorites
Administration
User Administration
System User
Creating a System User
Network Administration
cFolders Administration
Settings
Central User Administration
Functions for Local User Administration
User
User Group
Superuser
Authorizations
Authorization Type
Authorized Activities
Authorization Overview
Authorizations in the Competitive Scenario
Object Authorizations per Status
Superuser
Collaboration
Object Types and Object Categories
Public Area
Work Area
Working with Structured Objects
Versioning
History
Overview
Folder and Subfolder
Document
Working with Documents
Transferring Individual Documents
Mass Transfer of Documents
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
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
Material
Material Attribute
Editing Materials
Bill of Material
Bill of Material Attribute
Editing Bills of Material
Bill of Material Version
Structure Comparison of Bill of Material Versions
Structure Export of Bill of Material Versions
Discussion
Bookmark
Text
Generic Object
Status and Authorizations for Generic Objects
Protected Field Groups per Status
Field Group Authorizations: Gen. Objects and Doc. Categories
Editing Generic Objects
cFolders Functions
File Storage
Distributed File Servers
Plug-In for Processing Files
Table Filter
Thumbnails
Creating a Thumbnail
Alias
Archiving
Meetings
Notifications
Received and Sent Notifications
Object-Specific Notifications
Search Functions
Subscriptions
External References
Shopping Cart
Creating a Shopping Cart
Templates
Status Management
Status Profile
Status Profile Authorization
Status
Object Authorization
Editing a Status
Actions for the Status
Status Transition
Transition Authorization
Editing a Status Transition
Actions for Status Transition
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
Editing Protected Objects
Editing Protected Versions
Using the Status Log
cFolders Back-End Integration
Exporting Documents
Importing Documents
Exporting Documents, Materials, Bills of Material, and MPNs
Importing Documents, Materials, and Bills of Material
Exporting iPPE Objects
Importing iPPE Objects
cFolders Application Programming Interface
Available Function Modules
Descriptions of the Function Modules and Their Parameters
Documentation of the Individual Function Modules
Business Partner Integration
Integration with the CAD Desktop
Resource and Portfolio Management
About xRPM
Portfolio and Bucket Hierarchy Management
Portfolio
Create New Portfolio
Navigation Panel
Portfolio Overview
Portfolio Structure of Buckets
View or Edit Substitute
Search
Bucket
Bucket Selection
Create New Bucket
Bucket Overview
Item Management
Portfolio Item
Create New Item (Select Bucket)
Create New Item (Choose quantity and type)
Create New Item (Single Item)
Create New Item (Multiple Items)
Decision Points
Mass Update (Portfolio Items)
Item Overview
Navigation Panel
Object Links
Collaboration Room
Item Version Management
Version History
Version Details
Create New Version
Create New Version of All Items (Administration)
Item Dependency Management
Create New Dependency
Dependency Overview
Item Dependencies
Dependency Overview (Item)
Item Dependencies (Item)
Financial Planning
Financial Planning (Bucket)
Financial Planning Groups (Bucket)
Financial Planning Category (Bucket)
Financial Planning Groups (Item)
Financial Planning Category (Item)
Capacity Planning
Capacity Planning Category (Bucket)
Capacity Planning Groups (Bucket)
Capacity Planning Category (Item)
Capacity Planning Groups (Item)
Assignment of Resource Capacity
Resources
Resource Overview
Staffing
Project Roles
Navigation Panel
Search
Advanced Distribution for Resource Management
Upload/Download of Operational Data
Project Tasks
Operational Project
Project Integration Microsoft Project Upload
Project Integration Microsoft Project Download
Project Integration Microsoft Project Server Upload
Project Integration Microsoft Project Server Download
Project Integration SAP cProjects Upload
Project Integration SAP cProjects Download
Project Integration SAP Project System Upload
Project Integration SAP Project System Download
Collection Management
Collection
Collections
Create New Collection
Collection Overview
Portfolio Review Management
Portfolio Review
Create New Review (Select Bucket)
Create New Review (Choose quantity)
Create New Review (Single)
Create New Review (Multiple)
Reviews
Review Overview
Item Score
Portfolio Item Scoring
Questionnaires
Scoreboard
What-If Scenario Management
What-If Scenario
What-If Scenarios
What-If Overview
Create New What-If Scenario
Item Dashboard (What-If)
Cockpit for Simulated Items
Cockpit for Original Items
What-If Dashboard (Item)
Create New What-If Scenario (Item)
Item Dashboard (What-If Item)
Cockpit for Simulated Items (Item)
Cockpit for Original Items (Item)
Scoreboard (What-If)
Portfolio Monitoring
Portfolios
Item Dashboard
Navigation Panel in Reports and Analytics
Accumulated Expected Launch
Capacity Planning by Timeline
Expected Commercial Value
Financial Planning by Timeline
Portfolio Item Costs vs. Risk
Portfolio Items in Development
Risk vs. Reward
Spending Levels
Development Cost Distribution
Administration
Navigation Panel
Cache Administration
Create Resource Pool
Resource Pools
Resource Pool Overview
Resources (Administration)
Portfolio Structure of Buckets (Admin)
Custom Configuration
Backup Custom Configurations
Restore Custom Configurations
Teams
Team Details
Reporting Cockpit
Reporting Cockpit (Bucket)
Reporting Cockpit (Collection)
Reporting Cockpit (Portfolio Management)
Reporting Cockpit (Review)
Date Picker
Business Package for PPMDC 4.0
Release Notes for Business Package for PPMDC 4.0 SP1
Release Note for the Business Package for PPMDC 4.0 SP3
Release Note for Business Package for PPMDC 4.0 SP4
Release Note for Business Package for PPMDC 4.0 SP5
Release Note for Business Package for PPMDC 4.0 SP6
Release Note for Business Package for PPMDC 4.0 SP7
Technical Description and Configuration Information
Role Project Management
Workset Project Management
Projects
Tasks
Checklist Items
Approvals
Control Plans
Evaluations
User Groups
Templates
Substitutes
Versions
Workset Decision Maker
Projects
Approvals
Evaluations
Workset Project Lead
Projects
Tasks
Checklist Items
Approvals
Control Plans
Evaluations
Substitutes
Versions
Workset Project Member
Projects
Tasks
Checklist Items
Control Plans
Evaluations
Substitutes
Workset Template Responsible
User Groups
Templates
Role Portfolio Management
Workset: Portfolio Management
Reporting Cockpit (Portfolio Management)
Application Parameter for Reporting Cockpit (Portfolio M.)
Reporting Cockpit (Collection)
Application Parameter for Reporting Cockpit (Collection)
Reporting Cockpit (Review)
Application Parameter for Reporting Cockpit (Review)
Reporting Cockpit (Bucket)
Application Parameter for Reporting Cockpit (Bucket)
Capacity Planning (Structure)
Cockpit for Original Items
Cockpit for Simulated Items
Collaboration Room
Create New Collection
Application Parameter for Collection Creation
Collection Overview
Application Parameter for Collection Details
Collections
Application Parameter for Collections
Create New What-If Scenario
Create New Dependency
Dependencies
Dependency Overview
Financial Planning (Bucket)
Create New Item
Application Parameter for Item Creation
Item Dashboard
Application Parameter for Item Dashboard
Item Dashboard (What-If)
Item Overview
Navigation Panel
Application Parameter for Navigation Panel
Object Links
Operational Project
Portfolio Structure of Buckets
Application Parameter for Portfolio Structure
Upload/Download Project Data
Application Parameter for Project Integration
Upload/Download Project Data (MSPC)
Project Roles
Project Tasks
Proxy Page
Application Parameter for Proxy Page
Questionnaires
Application Parameter for Questionnaires
Search
Application Parameter for Quick Lookup
Resource Management Integration
Create New Review
Application Parameter for Review Creation
Reviews
Application Parameter for Review Dashboard
Review Overview
Scoreboard
Application Parameter for Scoring Model
Scoreboard (What-If)
Advanced Search
Application Parameter for Search
Create New Version
Version History
Version Details
What-If Scenarios
What-If Overview
Workset: Item Management
Reporting Cockpit (Review Item)
Application Parameter for Reporting Cockpit (Review Item)
Capacity Planning (Item)
Cockpit for Original Items (Item)
Cockpit for Simulated Items (Item)
Collaboration Room
Concept Details (SAPPD)
Create New What-If Scenario (Item)
Decision Points
Create New Dependency (Item)
Dependencies (Item)
Dependency Overview (Item)
Financial Planning (Item)
Create New Item (Item)
Application Parameter for Item Creation (Item)
Item Dashboard (Item)
Application Parameter for Item Dashboard (Item)
Item Dashboard (What-If Item)
Navigation Panel (Item)
Application Parameter for Navigation Panel (Item)
Object Links
Operational Project
Project Details (MSPSS)
Project Details (SAPCP)
Project Details (SAPPS)
Upload/Download Project Data (Item)
Application Parameter for Project Integration (Item)
Upload/Download Project Data (MSPC-Item)
Project Roles
Project Tasks
Proxy Page (Item)
Application Parameter for Proxy Page (Item)
Search (Item)
Application Parameters for Quick Lookup (Item)
Create New Review (Item)
Application Parameter for Review Creation (Item)
Reviews (Item)
Application Parameter for Review Dashboard (Item)
Review Overview (Item)
Scoreboard (Item)
Application Parameters for Scoring Model (Item)
Scoreboard (What-If)
Advanced Search (Item)
Application Parameter for Search (Item)
Create New Version
Version History (Item)
Application Parameters for Version History
Version Details (Item)
What-If Dashboard (Item)
Workset: Resource Management
Staffing
Resources
Search (Resource Manager)
Workset: Reports and Analytics
Accumulated Expected Launch
Actual Versus Planned Cost by Portfolio Item
Availability/Allocation of Resources
Availability Versus Allocation
Baseline Reporting of Item Versions
Bucket Capacity Planning by Timeline
Bucket Financial Planning by Timeline
Capacity Planning of Selected Bucket Versus Items Below
Demand, Allocation, and Availability
Demand, Allocation, and Availability by Months
Demand Versus Allocation
Development Cost Distribution
Details Actual Cost by Portfolio Item
Expected Commercial Value
Financial Planning of Selected Bucket Versus Items Below
Hard-Booked/Soft-Booked Allocation Versus Demand
Item Capacity Planning by Timeline
Item Capacity Planning: Version Comparison
Item Financial Planning by Timeline
Item Financial Planning: Version Comparison
Item Versions in a Bucket
List of Predecessor Items
List of Successor Items
Portfolio Items Cost Versus Risk
Portfolio Items in Development
Portfolio Item Trend Analysis
Resource Allocation and Availability for Selected Portfolio Item
Risk Versus Reward
Spending Levels
Workset: Substitute
Substitute
Item Overview (Sub)
Item Overview Collection (Sub)
Collection Overview (Sub)
Bucket Overview (Sub)
Portfolio Overview (Sub)
Review Overview (Substitute)
Workset: Administration
Create New Bucket
Application Parameter for Bucket Creation
Create New Version of all Items (Administration)
Bucket Overview
Resource Overview
Application Parameter for Resource Create
Resources (Administration)
Application Parameter for Resource Dashboard
Cache Administration
Backup Custom Configurations
Restore Custom Configurations
Custom Configuration
Create New Item (Admin)
Application Parameter for Item Creation Admin
Navigation Panel (Admin)
Application Parameter for Navigation Panel (Admin)
Create New Portfolio
Application Parameter for Portfolio Creation
Portfolios
Application Parameter for Portfolio Dashboard
Portfolio Overview
Portfolio Structure of Buckets (Admin)
Application Parameter for Portfolio Structure (Admin)
Proxy Page (Admin)
Application Parameter for Proxy Page (Admin)
Search (Admin)
Application Parameters for Quick Lookup (Admin)
Resource Pools
Application Parameter for Resource Pools
Create New Resource Pool
RPM Version
Advanced Search (Admin)
Application Parameter for Search (Admin)
Teams
Team Details
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