Hierarchy Processing

Hierarchy processing affects how project hierarchies are handled during the transfer of financial planning data from Project System to Portfolio and Project Management. In the Financial Planning screen, you can see aggregated financial planning data for a portfolio item. Hierarchy processing, which is carried out in the background by the system, affects this data.

Note Note

The structure of the project must be transferred separately from Project System to Portfolio and Project Management. The structure is not maintained during planning data transfer. Only planning data is transferred during the transfer of financial planning data.

End of the note.

You can transfer financial data attached to any WBS objects in Project System to Portfolio and Project Management. If hierarchy processing is activated, financial data attached to any child elements of the linked WBS objects is also transferred. In Project System, orders (for example, internal orders, maintenance or service orders, or production orders) can be assigned to WBS elements.

Elements Considered During Hierarchy Processing

The project hierarchy is separated into the project definition, WBS elements, and orders. They are handled differently during hierarchy processing, depending on whether they are activated. The table below shows which elements are taken into consideration during hierarchy processing:

	Not activated in Customizing	Activated in Customizing activity Financial Object Link Types for Hierarchical Processing
Project Definition	Subordinate WBS elements, networks, and network activities	Subordinate WBS elements, networks, and network activities plus additional orders and order operations
Other Objects	No subordinate objects	All subordinate objects, that is WBS elements, networks, network activities, orders, order operations

Prerequisites

In Customizing for SAP Portfolio and Project Management, you have activated hierarchy processing for the WBS elements in Project System. You then activated elements structured under the WBS element, for example, networks, activities, orders, and subnetworks.
You have maintained settings in Customizing for SAP Portfolio and Project Management under Portfolio Management Base System Interfaces SAP Financial and Controlling Integration SAP Portfolio and Project Management System Customizing for SAP FI-CO Financial Object Link Types for Hierarchical Processing .

More Information

Handling of Assigned Orders