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Function documentationPortfolio Data for Subobjects

 

If you have assigned the subobjects (such as decision points) of an assigned object (such as a portfolio item) to the phases of a project, you can view data from the assigned subobject by choosing the Portfolio Data tab page in the phase or task.

Note Note

If you make changes to the data of the assigned subobject, these changes are only transferred once you have saved your entries

End of the note.

Prerequisites

To use portfolio data for a task, you have maintained hierarchical controlling for your project and have assigned your project to an accounting object (such as an internal order) in SAP ERP.

Features

For a phase, you can view the following data:

Field

Description

Decision Point Name

The name of the decision point assigned to the project phase

Decision Point Status

The current status of the assigned decision point

The forecasted, planned, and actual dates for the start, finish, and decision are transferred from the assigned decision point.

For a task, you can view the planned and actual costs, as well as the planned and actual work. The system loads this data for the task from the corresponding element of the assigned acounting object in SAP ERP via the table RPM_FIDATA.