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RPM_DX_PROJECT_STKHLD - Import Project Stakeholders from External File

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Purpose

This report enables you to perform the initial transfer of project authorizations from an external file on the presentation server to the Portfolio Management system.

Integration

This report is delivered as part of the data transfer tool for Portfolio Management . You maintain the standard configuration in the Customizing activity Configure Data Transfer Tool.

Prerequisites

• The global project settings have been defined and configured in the Portfolio Management system. For more information, see Customizing for Portfolio Management.

• Before you import project authorizations, all projects whose ACLs are to be transferred must have been successfully imported to the Portfolio Management system. You use the report RPM_DX_PROJECT to perform the initial transfer of projects.

• The external file must correspond to one of the supported file formats described in the Selection section below. Each record must follow the predefined data transfer structure /RPM/TS_DX_PROJ_STKHLD_API.

Features

Selection

File Selection

• In the File Name field, you enter the external file that contains data you want to transfer. This file is located on the presentation server.

• In the File Type field, you specify the external file type:

• TAB delimited ASCII file

• Microsoft Excel file

• In the No. Header Rows to Be Ignored field, you enter the number of header records in the external file that you do not want to transfer. The default value is zero.

Maintenance Selection

You can create, change, or delete objects.

Additional Selection

If you want to perform a simulation run without updating the Portfolio Management databases, select Test Run (No Database Update).

Data Transfer Structure

The data transfer structure is /RPM/TS_DX_PROJ_STKHLD_API. To display the standard fields in the Microsoft Excel file TS_DX_PROJ_STKHLD_API, choose transaction RPM_DX. In the Applicationfield, select SAP - Upload Project Authorizations. In the File Type field, select Microsoft Excel File. Choose Display DX Layout.

• Project ID

This field contains the item ID for the access control list (ACL) to be transferred.

• Activity
  This field contains the activity to which the user has to be assigned. The supported activities are as follows:

• ADMIN

• OWNER

• READ

• WRITE

• EVALUATE

• ACCOUNTING

• RESOURCES

• Destination Object

The destination object determines if the ACL relates to the portfolio item (I) in Portfolio Management or the project (P) in Project Management.,,,,,,,,,,,,,,,,,,,,,,

For the destination portfolio item (I), the following acitivities are valid:

• ADMIN

• OWNER

• READ

• WRITE

For the destination project (P), the following acitivities are valid:

• ADMIN

• READ

• WRITE

• EVALUATE

• ACCOUNTING

• RESOURCES

• User

This field contains the users that need to have the authorizations.

Standard Variants

Output

The report displays records that are transferred to the Portfolio Management system in SAP List Viewer (ALV) format.

Activities

1. Prepare and save the source file data on the presentation server.
2. Call transaction RPM_DX.
3. In the Application field, choose the SAP - Upload Project Authorizations data transfer application.
4. In the File Name field, enter the complete file name, including the file path.
5. In the File Type field, specify the source data file type.
6. In the No. Header Rows to Be Ignored field, enter the number of header records that you do not want to transfer.
7. Select a maintenance mode (Create, Change, or Delete).
8. Select the execution mode.
   Test Run is selected by default.
9. To transfer the data, choose Execute.

Example

Note

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