Phases and Decisions Dashboard

Here you get an overview of all existing decision points and the associated phases or WBS elements for those decision points (if there are any) as well as relevant key data for a particular item, initiative, item template, or initiative template.

The object header displays information related to the selected item, initiative, item template, or initiative template under which the Phases and Decisions dashboard is displayed. For more information, see Object Header.

For more information about the general features in a dashboard, see Dashboard in Portfolio Management.

Prerequisites

If you want to display the phases, you must have done the following settings:

You have configured the standard portfolio management navigation in Customizing for SAP Portfolio and Project Management under Portfolio Management Global Customizing Process and Service Settings Define Navigation .
For the decision points, you have linked the item types and the initiative types to the decision points and you have set the start status and the end status for every decision point in Customizing for SAP Portfolio and Project Management underSAP Portfolio and Project Management under Portfolio Management Global Customizing Portfolio-Independent Settings Define Portfolio Item Types or Define Initiative Types
If you are using items based on item types, you have mapped decision points to phases in Customizing for SAP Portfolio and Project Management, by choosing Portfolio Management Global Customizing Portfolio Independent Settings Map Item Type to Project or PS .
If you are using items based on item templates, you have mapped item template decision points to phases in Customizing for SAP Portfolio and Project Management, by choosing Portfolio Management Global Customizing Portfolio Independent Settings Map Item Template to Project Template or PS Project .
If you want to use network activities, you must have switched on the switch 0002 Master Switch 0008 Enhanced Capital and Resource Mgmt Switch (see SAP Note 1457426) in Customizing for SAP Portfolio and Project Management under Portfolio Management Global Customizing Global Settings Override Default Global Settings .

Features

On this screen, you can do the following:

If you click View Schedule Chart, the system shows the graphical timeline display of all the decision points.
The names of all the decision points, appear as links in the Decision Point Name column. When you click a decision point, the system displays the corresponding decision point details.
For an initiative and initiative template, the phase-related columns are always visible with data filled.
For an item and item template, the phase-related columns are only visible if they have an underlying Project Management project associated to the item or item template. Similarly, the WBS element related columns are visible only if a Project System project is associated to the item or item template. Even if they are visible, these columns are empty for all the decision points that are not linked to any phase or WBS element.
To display the details, you can choose a phase name, or WBS element name. You can display the details of a network activity if you have switched on the switch 0002 Master Switch 0008 Enhanced Capital and Resource Mgmt Switch (see SAP Note 1457426) .
You can see if the decision point is assigned to multiple objects, such as phases, WBS elements, or network activities. The system displays the objects in the respective column (if you have switched on the switch 0002 Master Switch 0008 Enhanced Capital and Resource Mgmt Switch (see SAP Note 1457426) .

Moreover, you can find the following information in the Phases and Decisions dashboard:

Field	Explanation
Phase Name	Alphanumeric field. Visible if a Project Management project is assigned to the item.
Phase Type Text	Indicates the type of phase.
System Status	Indicates the current status of the phase.
Decision Point Name	Name of the decision point.
Status	Indicates the current status of the decision point. As the project progresses, you can update this field by selecting appropriate status in the decision point overview.
Delay Indicator	Indicates the delay of the decision point.
Planned Start	The planned start date of the decision point. Enter the planned start for this decision point manually, or use the date picker to select the date in decision point overview. For more information, see Date Picker
Planned Finish	The planned finish date of the decision point. Enter the planned finish of this decision point manually, or use the date picker to select the date in decision point overview.
Planned Duration	Planned duration of the decision point based on its planned start and planned finish.
WBS Element	The ID of the WBS element linked to the decision point. Visible if a Project System project is assigned to the item.
WBS Element Name	The name of the WBS element linked to the decision point. Visible if a Project System project is assigned to the item.
Network Activity	The ID of the network activity linked to the decision point. Visible if a Project System project is assigned to the item and if you have switched on the switch 0002 Master Switch 0008 Enhanced Capital and Resource Mgmt Switch (see SAP Note 1457426) .

In addition, you can add other fields to the Phases and Decisions dashboard by choosing Personalize.