Initiative Template Creation or Change

With this function you can create an initiative template or enter, change, or delete data in an existing initiative template.

Prerequisites

The initiative template details are organized in 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 Global Field Settings 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 Initiative Details.

Overview

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

General Information
Depending on your Customizing settings, the ID of the initiative 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 Portfolio Management Business Add-Ins and Customer Includes BAdI: Maintenance Services for Portfolio Management Objects .
Additional Information
Classification
Financial Information
Capacity Information
Value Proposition

Phases and Decisions

Here you can find the phases and decision points to the initiative. For more information, see Dashboard of Phases and Decisions and Decision Point Details.

Notes

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

Miscellaneous

Responsible
Under Responsible, you can define persons responsible for initiatives by staffing roles. For more information, see Role Staffing for Persons Responsible.
Authorizations
Here 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 Initiative Templates radio button.

Create Initiative Template

In the dashboard for Initiative Templates, you choose Create.
On the Create Initiative Template screen, you select a bucket and an initiative type.
Then you choose Start.
In the top part of the next screen, the system displays the object header of the initiative template. For more information, see Object Header.

Display/Change Initiative Template

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