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Function documentationPortfolio Creation

 

You can use this function to create a new portfolio object. A portfolio comprises buckets, and each bucket can have multiple items or additional buckets. An item may be created only in a bucket. Each item holds a project to be grouped under the portfolio. For more information about this object type, see Portfolio.

Prerequisites

You have super user rights. For more information about roles, see SAP Service Marketplace at Start of the navigation path http://service.sap.com/securityguideInformation published on SAP site Next navigation step SAP Security Guides Next navigation step SAP Portfolio and Project Management End of the navigation path.

Activities

  1. You navigate to the Create Portfolio screen by choosing Start of the navigation path Portfolio and Project Administration Next navigation step Portfolios End of the navigation path, and then choosing Create Portfolio

  2. You can then select the portfolio type.

  3. You choose Start

  4. You enter the required data in the Overview, Documents and Notes, and Miscellaneous views and the respective subviews.

  5. You can also change the creation parameters, that is the Portfolio Type.

  6. You save your settings.

    Note Note

    Some views and subviews are not visible during portfolio creation. For example, the Item view or the Templates view are only visible once you have saved the portfolio.

    End of the note.

The system displays the portfolio details of the newly created portfolio. For more information, see Portfolio Details and Classification Details.