Classification Hierarchy Creation

You can use this function to create a new classification hierarchy object , by choosing Start of the navigation path Portfolio and Project Administration Next navigation step Portfolios Classification Hierarchies End of the navigation path .

You can create the following two types of classification hierarchies :

Portfolio-Specific Classification Hierarchy
To create a classification hierarchy within a portfolio or classification hierarchy, select the portfolio or classification hierarchy in the dashboard and then choose Create Classification Hierarchy. The new classification hierarchy is located under the portfolio or classification hierarchy, and you can only assign items and initiatives that have already been created in the parent portfolio. You cannot create items and initiatives within this classification hierarchy, but you can create buckets.
Cross-Portfolio Classification Hierarchy
To create a classification hierarchy that is not within an existing portfolio, do not select a portfolio in the dashboard, but choose Create Classification Hierarchy. This classification hierarchy does not have a parent portfolio. You can assign items and initiatives that have been created in multiple other portfolios, but you cannot create items and initiatives within this classification hierarchy. You can create buckets.

For more information about this object type, see Classification Hierarchy.

Prerequisites

You have specified which classification types are available in Customizing for SAP Portfolio and Project Management by choosing Global Settings Check Global Settings Global Settings Master Switch .
You have superuser authorization.

Features

General Information

You can enter information about the classification hierarchy in the fields described below.

Field	Status	Explanation
Name	Mandatory	An alphanumeric field describing the classification hierarchy
ID	Mandatory	A unique identifier for the classification hierarchy
Type	System generated	The classification hierarchy type you selected
Explanation	Optional	An explanation of the classification hierarchy
Description	Optional	A detailed description about the classification hierarchy
Status	Mandatory	Indicates whether the classification hierarchy is active or inactive
Classification	System generated	Indicates, when selected, that this is a classification hierarchy and not a standard portfolio hierarchy. This field is display only.
Mandatory	Optional	Indicates, when selected, that the items and initiatives assigned to the parent portfolio must also be assigned to this classification hierarchy.
Created On	System generated	The date on which this classification hierarchy is created. During classification hierarchy creation, this field is blank.
Changed On	System generated	During classification hierarchy creation, this field is blank.

You can define additional fields in Customizing.

Documents and Notes

You can add documents for this classification hierarchy.

Miscellaneous

Users

You add users and provide appropriate authorization to access the classification hierarchy. As the user creating this classification hierarchy, you are automatically added as the default user with administration rights. Buckets, items, and initiatives inherit the users and authorizations from the parent portfolio or parent classification hierarchy.

To add a user, choose Add or Add Multiple. Search for the resource for whom you want to provide access.
To remove a user, select the user, then choose Remove.
By default, newly added users are not assigned any authorization. To provide authorization, select from Admin, Write, Read, Create, Person Responsible, and Test Project Manager. To display descriptions of each authorization, position the cursor over the column headers.

User Roles

You can add user roles and provide authorization. All users with this role have authorization to this classification hierarchy, and to any buckets, items, and initiatives within it. To add a user role, choose Add or Add Multiple. Search for the resource for whom you want to provide access.