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Function documentationItem Creation (Multiple)

 

This function allows you to simultaneously create multiple items, based on either a template or an item type.

The displayed fields are mandatory or depend on your Customizing settings.

You can only create items in the lowest level bucket of a hierarchy. A bucket and an item cannot co-exist in the same bucket, that is you cannot create items in buckets with subbuckets.

Prerequisites

  • You have checked the default field configuration delivered by SAP in Customizing for SAP Portfolio and Project Management under Start of the navigation path Portfolio Management Next navigation step Global Customizing Next navigation step Global Field Settings Next navigation step Check SAP Field Configuration End of the navigation path.

  • You have defined your own custom fields in Customizing for SAP Portfolio and Project Management under Start of the navigation path Portfolio Management Next navigation step Global Customizing Next navigation step Global Field Settings Next navigation step Define Custom Field Configuration End of the navigation path.

  • You have overridden the default field configuration delivered by SAP based on the portfolio type selected in Customizing for SAP Portfolio and Project Management under Start of the navigation path Portfolio Management Next navigation step Global Customizing Next navigation step Portfolio-Dependent Settings Next navigation step Define Portfolio Types End of the navigation path.

Activities

  1. In the dashboard for items, you choose Start of the navigation path Create Next navigation step Create Multiple Items End of the navigation path.

  2. On the Create Multiple Items screen, you select the following:

    • The bucket in which you want to create the item. For more information, see Bucket Selection.

    • The required item template or an item type.

      Note Note

      You can also view the template you have selected.

      End of the note.

  3. You choose Start.

  4. You enter the required data as defined in Customizing (for example, the Name field) for the items. Additionally, you can change specific data of the item details. You can also change the creation parameters, such as bucket, item template, or item type.

  5. You save your settings.

    Note Note

    Some fields are not visible during item creation. For example, the Financial Planning pushbutton in the Financial Information view or the Capacity Planning pushbutton in the Capacity Information view are only visible once you have saved the item.

    End of the note.

The table displays 30 rows. To add additional rows, position the cursor in the last row of the table and press ENTER.

For more information, see Item Details.