Bucket Details

You can use this function to view and edit the details of an existing bucket, modify user authorizations, and work with attached objects. You can update the bucket information if you have sufficient write authorization.

To navigate to this screen from Portfolio Management or from Portfolio and Project Administration, choose the bucket name.

Prerequisites

If you want to use capacity assignment, you must have done the following:

You have switched on the 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 .
You have selected the Capacity Assignment entry as bucket process for a particular view in Customizing for SAP Portfolio and Project Management under Portfolio Management Global Customizing Portfolio-Independent Settings Define Financial and Capacity Views Define Capacity View .

Features

Overview

General Information

You can view or change information about the bucket in the fields described below.

Field	Status	Explanation
Bucket Name	Mandatory	Alphanumeric field describing the bucket
ID	Mandatory	Unique identifier for the bucket. 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 .
Description	Optional	Detailed description of the bucket
Changed By	System generated	User who last updated the bucket. During bucket creation, this field is blank and is updated when you choose Save.
Created On	System generated	Date on which this bucket was created. During bucket creation, this field is blank and is updated when you choose Save.
Status	Mandatory	Indicates whether the bucket is active or inactive
Reviews	System generated	Number of reviews associated with the bucket. During bucket creation, this field is blank and is updated when you choose Save.
Parent Name	System generated	Name of the bucket. This field is populated by the system based on your selection in the previous screen. The field is blank if the bucket is created within a portfolio or classification hierarchy. For more information, see Bucket Selection.
Items	System generated	Number of items created within the current bucket
Initiatives	System generated	Number of initiatives created within the current bucket
Item Templates	System generated	Number of item templates within the current bucket
Initiative Templates	System generated	Number of initiative templates within the current bucket
Items in Initiatives	System generated	Number of items created within initiatives in the current bucket

Financial and Capacity Information

You can specify the dates and attributes for monitoring the financial and capacity information for all projects at the bucket level. You can modify this for individual items.

You can view or change the fields described below.

Field	Status	Explanation
Currency	Mandatory	Currency in which all financial figures are specified and monitored in this bucket
Fin Period Breakdown	Mandatory	Time unit in which financial information is viewed
Capacity Unit	Mandatory	Time unit in which the assignment of the resources is specified in all items within this bucket
Cap Period Breakdown	Mandatory	Time unit in which capacity information is viewed
Financial Planning Start/Finish	Mandatory	Dates between which financial planning for all items (projects) within this bucket are to be monitored
Capacity Planning Start/Finish	Mandatory	Dates between which the resources for all items (projects) within this bucket are to be monitored

Subbuckets
You can view subbuckets that were created with this bucket as the parent. You can choose the subbucket name to view details.
Capacity Assignment
- You can assign resources to a bucket by choosing Add Assignment. Then you choose an entry in the Add Resource By field (Location, Organizational Unit, Team, Role Function, Resource Name, Resource Pool).
- If you have selected a particular view for which you have selected the Capacity Assignment entry as bucket process in Customizing for SAP Portfolio and Project Management, you can display the resources by choosing Show Resources.
- You can derive the financial planning values from the assigned capacity.
- You can display the capacity amount mapped to individual view/category/group combinations, that is, the availability in percent and the start or finish date, by choosing Calculate Availability.
- By choosing Calculate Availability, you can display the capacity amount mapped to individual view/category/group combinations, that is, the availability in percent and the start or finish date, in the Capacity Planning dashboard of the bucket.
  Note
  The system also calculates the financial amounts if you have defined the following settings in Customizing for SAP Portfolio and Project Management:
  You have set the Project Management rate in Customizing for SAP Portfolio and Project Management under Project Management Connection to External Systems Accounting Integration Define Cost/Revenue Rates .
  You have mapped capacity views to financial views in Customizing for SAP Portfolio and Project Management under Portfolio Management Base System Interfaces Financial Planning Settings Define Financial Planning Settings Map Fin/Cap Entities to Project Management Rate .
  For this specific financial view, you have selected the Capacity Assignment entry in the Bucket Process column in Customizing for SAP Portfolio and Project Management under Portfolio Management Global Customizing Portfolio-Independent Settings Define Financial and Capacity Views .
  End of the note.
  The financial amounts are then displayed in the Financial Planning dashboard in the financial view that you have selected as Capacity Assignment in Customizing.
To assign capacity to a bucket, you can import Microsoft Excel data by executing the RPM_DX_RES_ASSIGN report. For more information, see Resource Details.

Items, Initiatives, Collections, Reviews, and Documents and Notes

In the Items, Initiatives, Collections, and Reviews views, you can see the objects that are attached to this bucket. You can work with the objects in the same way as in the work center. In the Documents and Notes view, you can add and remove documents for this bucket.

Miscellaneous

Field Service Configuration
You can view or change questionnaires or scoring models for Item Fields and Initiative Fields. You can specify the active questionnaires for Decision Point Fields. The fields are predefined during the configuration.
Authorizations
Users

You add users and provide appropriate authorization to access the classification hierarchy. The user creating the bucket is automatically added as the default user with administration rights. Buckets, items, and initiatives inherit the users and authorizations from the parent portfolio or parent classification hierarchy.
- To add a user, choose Add or Add Multiple. Search for the resource to whom you want to provide access.
- To remove a user, select the user, then choose Remove.
- By default, newly added users are not assigned any authorization. To provide authorization, select from Admin, Write, Read, Create, and Person Responsible. To display descriptions of each authorization, hold the cursor over the column headers.
User Roles

You can add user roles and provide authorization. All users with this role have authorization to this bucket, and to any buckets, items and initiatives within it. To add a user role, choose Add or Add Multiple. Search for the resource to whom you want to provide access.
Change Documents
If you have activated change documents, you can track all attribute changes. For more information, see Working with Change Documents

More Information

Bucket

Bucket Creation