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Dokumentation

RPM_FICO_DATA_TRANSFER - FICO Data transfer to SAP PPM system

General Material Data   CPI1466 during Backup  
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Purpose

You use this report to transfer data from SAP Financials and Controlling (FI-CO) to the SAP Portfolio and Project Management system for the linked PS project elements, as well as to perform financial and capacity planning and rollup at portfolio item level. Portfolio item, in this case, refers to portfolio item as well as item of initiative.

Integration

The Project System (PS) is integrated with the SAP Portfolio and Project Management system to retrieve financial and capacity data from SAP FI-CO.

The financial planning information is calculated based on the following:

1. The financial and capacity data that is obtained from the SAP FI-CO system of the underlying base Project System (PS), based on the integration link defined between the portfolio item and the different WBS elements (WBS, network, network activity, and so on) of the Project System
2. The capacity data that is maintained for a role or resource for the corresponding project of the item
3. The capacity planning data that is maintained for the item

Prerequisites

You have configured the RFC destination for the Project System.

You have linked the portfolio item with the PS project element for the FI-CO integration in SAP Portfolio and Project Management system.

You have defined the mapping of the data movement for the various cost elements and role functions in the SAP Portfolio and Project Management system by choosing SAP Portfolio and Project Management -> Portfolio Management -> Base System Interfaces -> Capacity Planning Settings -> Define Capacity Planning Settings and SAP Portfolio and Project Management -> Portfolio Management -> Base System Interfaces -> Financial Planning Settings -> Define Financial Planning Settings.

Features

Selection

RFC Destination for SAP Portf. and Proj. Mgmt

RFC destination system of the SAP Portfolio and Project Management system that has been linked to the SAP Project System.

Portfolio/Bucket Selection

Here you select the corresponding portfolio or bucket ID.

Date Selection

Forecasted Date: Select a range of forecasted dates. If you do not enter a value, the forecasted date is ignored.

Planned Date: Select a range of planned dates. If you do not enter a value, the planned date is ignored.

Actual Date: Select a range of actual dates. If you do not enter a value, the actual date is ignored.

Item-Specific Selection

Item ID: Select a range of item IDs. If you do not enter a value, the item ID is ignored.

Item Type: Select a range of item types. If you do not enter a value, the item type is ignored.

Item Status: Select a range of item statuses. If you do not enter a value, the item status is ignored.

Plan Version

Here you can maintain the cost version of FI-CO costs that should be retrieved during the FI-CO integration.

General Options

Test Mode: To indicate a simulation run, select the Test Mode checkbox. You use this function to check whether errors occurred during the execution of the report.

Trigger Bucket Rollup: To trigger the bucket rollup process during the cost transfer, select this checkbox. If you want to transfer the cost without performing rollup to the bucket hierarchy in the SAP Portfolio and Project Management system, leave this checkbox unselected.

Standard Variants

Output

Activities

Example

PERFORM Short Reference   PERFORM Short Reference  
This documentation is copyright by SAP AG.

Length: 4116 Date: 20240601 Time: 062032     sap01-206 ( 71 ms )