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Function documentationReview Details

 

You can display or change attributes of the review object on the Review Details screen.

You navigate to this view by clicking a review in the dashboard for reviews. For more information, see Review Creation.

Features

Overview

Here you can display and update the general information for identifying the review, such as:

  • Review Name and ID

    Depending on your Customizing settings, the ID 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.

  • Status

  • Review Date: Specify the date on which you want to use the review to monitor the items or initiatives associated with it. Enter this date manually or use the date picker (see Date Picker).

  • Bucket Name

You can create your own fields to display additional information by choosing 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 in Customizing for SAP Portfolio and Project Management, and assign the fields to the Additional Information subview in the Customizing activity Assign Fields to Views/Subviews. Only if you assign customer-specific fields to the Additional Information subview, it is displayed under Overview.

Initiatives and Items

Here, you can add and remove the items or initiatives to be reviewed. For more information, see Initiative and Item Management.

To view the item or initiative score, choose the Scoreboard pushbutton. The scoreboard displays a list with all the items or initiatives you have assigned to the review as well as their scores, depending on the scoring model you have selected. For more information, see Item or Initiative Score.

What-If

You can display a list of existing what-if scenarios to the current review or create scenarios. For more information, see What-If Scenario Management.

Documents and Notes

You can display or add notes relevant to the review. For more information, see Notes.

For more information about working with documents, see Work with Documents in Portfolio Management.

Miscellaneous

You can add and remove authorizations for users and user roles (see Authorizations in Portfolio Management). The user creating the review is automatically added with administration authorization. This cannot be changed afterwards.