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Procedure documentationCreating Object Links

 

Depending on the current planning stage of your portfolio item or initiative, you can create object links in the following ways:

  • By creating a link to an existing object

  • By planning a link to an object that has not been created yet

    In this case, you create the object link without assigning an object. At a later time, when the object has been created, you can edit the object link and add the missing object data.

For more information, see Object Links.

Prerequisites

The object type of the object to which you want to link has been configured for usage in portfolio items or initiatives. For information about how to configure the predefined object types, see the attachment SAP Portfolio and Project Management: Configuration in SAP Note 2026421Information published on SAP site under Start of the navigation path Portfolio Management: Configuration Next navigation step Business Customizing Next navigation step Setting Up Object Links (Fortf. Mgmt) End of the navigation path.

Procedure

The following sections provide a generic description of how to create object links. Note, however, that some features, such as the search help and existence check for objects have not been implemented for all predefined object types.

Creating Object Links to Existing Objects

  1. Open the detail screen of the item or initiative for which you want to create object links, choose the Relationships view, and then choose Object Links.

  2. Choose Create.

  3. Select the object type of the object to which you want to link.

    Note Note

    You can use the object type group to restrict the number of object types available to choose from. Note, however, that not all object types belong to an object type group.

    End of the note.

  4. Specify the object to which you want to link, and choose Continue.

    Note Note

    If you use the search function to identify the object, you can select several entries from the search result. This enables you to create multiple object links at a time.

    End of the note.

    The system verifies that the specified object exists in the source system and creates the link. If you have not entered a name for the object, the system transfers the name of the linked object from the source system to the object link.

  5. Save the item or initiative.

Creating an Object Link for a Planned Object

  1. Open the detail screen of the item or initiative for which you want to create object links, choose the Relationships view, and then choose Object Links.

  2. Choose Create.

  3. Select the object type of the object to which you want to link.

    Note Note

    You can use the object type group to restrict the number of object types available to choose from. Note, however, that not all object types belong to an object type group.

    End of the note.

  4. Select the Identify Object Later indicator. If required, enter a name. Choose Continue.

    The system creates the object link without assigning an object. In the Identification field of the object link, the text Object has not been identified indicates that this is a planned link.

  5. Save the item or initiative.