PLM550
Portfolio Management with SAP Portfolio and Project Management
- Solution:SAP ERP
Level:Details, Configuration & Transaction
Languages:English
Course announcements
- In the training you will learn how to use the Portfolio Management with SAP Portfolio Management solution. Especially you will understand the administration, refinement and evaluation of Portfolios.
- Additionally you will learn the most important customizing settings and several aspects of integration with other applications.
Goals
- Describe functions, processes and integration scenarios of SAP Portfolio and Project Management
- Create Portfolios, Portfolio Buckets, Initiatives and Portfolio Items
- Carry out necessary customizing settings in SAP IMG
- Define and use Questionnaires and Scoring Models
- Set up Financial and Capacity Planning in Portfolio Management
- Create and edit portfolio projects
Audience
- Application Consultant
- Business Process Owner / Team Lead / Power User
- Help Desk / COE Support
- Solution Architect
- System Administrator
- Trainer
- User
Prerequisites
Essential
- none
Recommended
- Basic knowledge of business processes in project and portfolio administration and management.
Course based on software release
- SAP ERP 6.0 EHP7 SP06; SAP Portfolio and Project Management 6.1
Content
- Introduction to SAP Portfolio and Project Management (PPM)
- Describing SAP Portfolio and Project Management (PPM)
- Describing Integration Scenarios for SAP Portfolio and Project Management
- Archiving in Portfolio Management
- Describing SAP HANA Integration
- Portfolio Definition and Buckets
- Managing the Portfolio Definition
- Managing Portfolio Buckets
- Managing Classification Hierarchies
- Portfolio Items and Initiatives I
- Configuring Portfolio Items
- Creating Portfolio Items
- Configuring Portfolio Initiatives
- Creating Portfolio Initiatives
- Portfolio Items and Initiatives II
- Managing Authorizations
- Using Statuses and Workflows for Portfolio Items
- Using Decision Points
- Managing Process Flow Changes
- Creating Version of Portfolio Items
- Managing Reviews
- Financial and Capacity Planning
- Planning Financial Values
- Configuring Financial Planning
- Configuring Financial Planning by Integration
- Planning Capacity
- Configuring Capacity Planning
- Configuring Capacity Planning by Integration
- Portfolio Items and Project Management Projects
- Using Project Management
- Linking Portfolio Items and Project Management Projects
- Resource Planning
- Defining Roles
- Creating Business Partners
- Staffing Roles
- Integrating Resource and Capacity Planning
- Integration with SAP Applications
- Integrating Project Management Applications
- Integrating Project System (PS)
- Configuring the Project System (PS) Integration
- Configuring the SAP Financials Integration
- Integrating SAP Financials
- Integrating SAP Human Capital Management (HCM)
- Integrating SAP Innovation Management
- Integrating to SAP Environmental Compliance
- Key Figures
- Using Questionnaires
- Using Scoring Models
- Using Metrics Management
- Reports
- Reporting with Dashboards
- Reporting Based on Business Context Viewer (BCV)
- Configuring Business Context Viewer (BCV) Content
- Reporting with Launchpads