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Function documentationCollection Details

 

You can display or change attributes of a collection on the Collection Details screen. You navigate to this view by choosing a collection in the dashboard for Collections. For more information, see Collection Creation.

Features

Overview

You can display and update the general information for identifying the collection, such as:

  • 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.

  • Bucket Name: The name of the bucket you selected in the previous screen. For more information, see Bucket Selection.

  • Capacity Unit: Here you select the unit of time, used for measuring the resource’s contribution, from the dropdown list.

  • Currency: Here you select the currency from the dropdown box, in case it is different from the currency defined for the bucket.

  • Number of Items: Number of items assigned to the collection.

You can create your own fields to display Additional Information. To create your own fields, in Customizing for SAP Portfolio and Project Management choose 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, and assign the fields to the Additional Information subview in the Customizing activity Assign Fields to Views/Subviews. If no customer-specific fields are assigned to the Additional Information, this subview is not visible.

Assigned Items

Here you add, remove, or view the items that form a part of the collection. You can optionally choose Settings to view or update additional fields if they have been created by the administrator.

For more information about items, see Item Management.

Documents and Notes

You can display or add notes relevant to the collection. 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 change their authorizations to access the collection. The user creating the collection is automatically added with administration rights. At least one user with administration rights should be present at all times.

For more information, see Authorizations in Portfolio Management.