Item Details

With this function you can enter, change, or delete data in a single item.

You navigate to this view by choosing an item in the dashboard for Portfolio Items. The dashboard is located in the portfolio management context.

Prerequisites

The details are categorized 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 SAP Portfolio and Project Management Next navigation step Portfolio Management Global Customizing Global Field Settings End of the navigation path .

Features

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

Above the views, you can start the following functions directly by choosing the corresponding pushbutton:

Financial and Capacity Planning
Print Fact Sheet
Project
If a Project Management project or a Project System (PS) project is assigned to this item, you can choose this pushbutton to view details for the project.
Timeline Monitor
Reporting Cockpit
Change Process
This pushbutton is visible if you have configured the process change in Customizing for SAP Portfolio and Project Management. For more information, see Process Flow Change.

Overview

General Information

You can display or change the general information about the item, which includes the Key Information of the item, such as the Name of the item, and the Dates. Further fields include the following:

Field	Explanation
ID	Unique identifier of the item. 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 Portfolio Management Business Add-Ins and Customer Includes BAdI: Maintenance Services for Portfolio Management Objects .
Status	The current status of the portfolio item. The system displays a corresponding icon next to the status field. You define the status in Customizing for SAP Portfolio and Project Management under Portfolio Management Global Customizing Portfolio-Independent Settings Define Portfolio Item Types .
Type	The type of the portfolio item. You can change the item type after creation if process change has been configured.
Priority	The priority of the portfolio item. If you select the priority, the system displays a corresponding icon next to the priority field. The icon used to designate the priority level is selected during configuration. For more information, see Customizing for SAP Portfolio and Project Management under Portfolio Management Global Customizing Portfolio Item Settings Define Portfolio Item Alerts Priority Groups .
Item Class	Defines whether the item is a standalone item (item) or part of an initiative (item of initiative).
Project System	The PS project this item is to be linked to. The list of object link types available for PS integration is maintained in Customizing for DFM integration. This field is visible if the item type is configured for project linkage but no project is linked.
Project Management Template	The project template for the PS project. If no project system is selected, this field is empty. This field is visible if the item type is configured for project linkage but no project is linked.
Create Project on Saving	If selected, creates a new PS project that is linked to the portfolio item. This field is visible if the item type is configured for project linkage but no project is linked.
Upload Image (Remove Image)	Enables you to upload or remove a thumbnail image for the item. Once you choose Save, the thumbnail is visible and you can click the thumbnail to open and edit the image. You can also open and modify the image from the Documents and Notes view. After uploading a new image, the thumbnail is only visible after saving the item.
Proposal	The configuration of the item type determines whether this field is selected or not. If it is selected, the item is displayed in the Active Proposals view of the dashboard for items.
Escalation	If selected, enables that this item is visible in the Active Escalations view of the dashboard for items.
Schedule Status	The summary of completed tasks against planned tasks.

Additional Information

In this subview, you can display or change the Current Decision Point Information with information about the phase in which the item is currently in, and about decision points, the Risk Assessment, and some Administrative Data.

Field	Explanation
Current Decision Point Information
Decision Point Name	The current active decision point in the phases and decisions dashboard
Decision Point Information	Indicates the active decision point of the item against the total number of decision points available for the item
Forecasted Start/Finish	Indicates the forecasted start/finish date of the active decision point
Planned Start/Finish	Indicates the planned start/finish date of the active decision point
Actual Start/Finish	Indicates the actual start/finish date of the active decision point
Decision Point Status	This icon visually indicates the status of the active decision point of the item.
Status Group	Every status can have a status group. You can configure the status group for a status in the item type. For more information, see Customizing for SAP Portfolio and Project Management under SAP Portfolio and Project Management Portfolio Management Global Customizing Portfolio-Independent Settings Define Portfolio Item Types .
Forecasted Decision Date	Indicates the forecasted decision date for the active decision point of the item
Planned Decision Date	Indicates the planned decision date for the active decision point of the item
Actual Decision Date	Indicates the actual decision date for the active decision point of the item

Field	Explanation
Risk Assessment
Probability Technical Success	This field displays the probability of technical success based on the scoring model assigned to the field on bucket level. By clicking the Scoring Model pushbutton, you can view the score calculation.
Assessed Risk	This field displays the risk assessed based on the answers to the questionnaire associated with it.
Derived Risk	This field displays a calculated value based on the values Probability Technical Success and Probability Commercial Success: (Formula: (100 – Probability Technical Success + 100 – Probability Commercial Success) / 2 )
Probability Commercial Success	This field displays the probability of technical success based on the scoring model assigned to the field on bucket level. Click the Questionnaire icon next to the field to display the questionnaire. The displayed questionnaire is specified in the parent bucket.

Classification

In this subview, you can display or change the Categorization data and classification information for an item. The values that are available for category, subcategory, area, and location depend on Customizing. For more information, see Customizing for SAP Portfolio and Project Management under Start of the navigation path Portfolio Management Next navigation step Global Customizing Portfolio Item Settings Define Portfolio Item Categories End of the navigation path .

You can update the following categorization fields:

Field	Explanation
Category	This field displays the main item category.
Subcategory	The list of subcategories depends on your selection in the category field.
Area	This field displays the area of the item.
Location	The list of locations to be selected depends on your selection in the area field.
Technology Type	This field displays the type of technology of the initiative.
Stage	This field displays the stage that the item is in.
Group	This field displays the group the item belongs to.

For more information about displaying and editing the classification hierarchies to which this item is assigned, see Classification for Items and Initiatives.

Financial Information

In this subview, you can display or change the financial information or start the Financial Planning. For more information, see Financial Planning.

You can update the following fields:

Field	Definition
Financial Period Breakdown	View or change the time unit in which the financial information needs to be viewed and controlled.
Discount Rate	Enter the discount rate applicable for the item.
Currency	You can revise the currency used in the project associated with this item.
Financial Planning Start/Finish	Enter the start/finish date of the financial planning period of the item.
Expected Commercial Value	Displays the currency-based amount field containing a calculated value. It is derived from the following values: Probability Technical Success Probability Commercial Success Launch Cost Development Cost Net Present Value
Total Budget Total Planned Cost Total Actual Cost Annual Budget Planned Cost YTD Actual Cost YTD	In Customizing for SAP Portfolio and Project Management under Portfolio Management Global Customizing Portfolio-Independent Settings Define Financial and Capacity Views Define Financial View , you define in the Amount Type field whether views in the financial planning are assigned to the amount types Budget, Actual Cost, and Planned Cost. The overall values for the views with the respective amount type are summed up to the fields Annual Budget, Planned Cost YTD, and Actual Cost YTD.

Capacity Information

In this subview, you can display or change the capacity information or start the Capacity Planning. For more information, see Capacity Planning.

Depending on your Customizing settings, the following field values can be calculated by the system:

Actual Effort and Planned Effort
Work Effort Year to Date and Planned Effort Year to Date
Actual Headcount

According to the SAP standard functionality, the effort of an item is calculated from the values of the relevant capacity-planning views. For the Actual Effort and Planned Effort fields, the system calculates the sum total of all the values maintained for these views. For the year-to-date effort, the system calculates either the total of all values maintained for the current year, or the total of the values maintained for the current year up to the end of the current month.

You can supplement the standard functionality with a customer-defined logic for calculating the actual headcount, or you can override the standard by implementing your own calculation logic for headcount and effort.

For more information on this function and the required settings, see the documentation on the general default value 0036 Activate calculation of derived capacity attribute in Customizing for SAP Portfolio and Project Management under Start of the navigation path Portfolio Management Next navigation step Global Customizing Global Settings Override Default Global Settings End of the navigation path , as well as methods CALCULATE_ACTUAL_HEADC and CALCULATE_WORKEFFORT in Customizing for SAP Portfolio and Project Management under Start of the navigation path Portfolio Management Next navigation step Business Add-Ins and Customer Includes BAdI: Calculation of Portfolio Item Alerts End of the navigation path .

Custom Long Text Fields

This additional subview is visible if you have configured custom long text fields in Customizing for SAP Portfolio and Project Management, by choosing Start of the navigation path Portfolio Management Next navigation step Global Customizing Global Field Settings Define Custom Long Text Fields End of the navigation path . The name of the subview and the long text fields are specified in Customizing. In this subview, you can display or change the long text fields for the item. These fields use rich text, allowing you to format the text. Long text fields can be defined for a specific item type or for all item types.

Phases and Decisions

This view displays the following information:

Phases and Decisions
Active Reviews: Reviews whose status is part of the Active status group.
Closed Reviews: Reviews whose status is part of the Closed status group.

For more information, see Dashboard of Phases and Decisions, Decision Point Details and Portfolio Review Management.

Deliverables

This view displays the following information:

Metrics
Questionnaires

For more information, see Metrics Management and Questionnaires.

Relationships

This view displays the following information:

Dependencies
Object Links
Related Objects
Depending on what you specified in Customizing for the item type, here you can assign the item to an existing initiative, and assign projects from either Project Management or Project System. You can also create new projects for assignment. .

For more information, see Item Dependency Management, Object Links and Related Objects Management

Document and Notes

In this view, you can add notes and documents to the item. Moreover, you can view notes you have already entered in the Notes Log.

Documents
Notes
Collaboration Room

For more information, see Work with Documents in Portfolio Management, Notes, and Integration with Collaboration Rooms in Portfolio Management.

Miscellaneous

This view displays the following information:

Authorizations: Here you can add or remove users and update their authorizations. You can also see if a user has inherited authorization to an item due to authorization for the parent object. For more information about authorizations, see Authorizations in Portfolio Management.
Versions: For more information, see Version Management.
Change Documents: Changes made to items are stored in change documents. Here, you can see who made the change, the time the change was made, if items have been added or removed, and changes to the assignment of decision points of an item to the decision point of an initiative. To display a change document, enter a Time Frame. For more information about the prerequisites for doing this, see Working with Change Documents.