Show TOC

Function documentationItem Template Creation or Change

 

You can use this function to create an item template or enter, change, or delete data in an existing item template.

Prerequisites

The item template details are organized into views and subviews. You can determine which fields are available in the views and subviews 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 Assign Fields to Views/Subviews End of the navigation path.

Features

Below the object header you can find the following views and subviews. For more information about the views and subviews, see Item Details.

Overview

You can display or change information about the item template in the following subviews:

  • General Information

    Depending on your Customizing settings, the ID of the item template is generated using the SAP number assignment functionality or a customer-defined processing logic, or a character key (Universal Unique Identifier) is generated on saving. The generated ID can be overwritten manually.

    For more information, see Customizing for SAP Portfolio and Project Management under Start of the navigation path Portfolio Management Next navigation step Business Add-Ins and Customer Includes Next navigation step BAdI: Maintenance Services for Portfolio Management Objects End of the navigation path.

  • Additional Information

  • Classification

  • Financial Information

  • Capacity Information

Documents and Notes

You can add notes to the item or display existing notes. For more information, see Notes.

Miscellaneous

You can add or remove users and update their authorizations. For more information, see Authorizations in Portfolio Management.

Activities

You navigate to this view by choosing Start of the navigation path Portfolio and Project Administration Next navigation step Portfolio Management Templates End of the navigation path. You select the Item Templates radio button.

Create Item Template

  1. In the dashboard for Item Templates, you choose Create.

  2. In the Create Item Template view, you select a bucket name and an item type.

    For more information, see Bucket Selection.

  3. Then you choose Start.

  4. In the top part of the next screen, the system displays the object header of the item template. For more information, see Object Header.

Display or Change Item Template

To display or change an existing item template, select an item template displayed in the list to navigate to the Item Template Details screen.