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General Functions (Enhanced) ( RELNPPM_50_GEN_FUNCT )

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Short text

General Functions (Enhanced)

Use

As of SAP Portfolio and Project Management 5.0, you can do the following :

• Import projects from a Microsoft Excel file to Project Management. This enables you to transfer mass data in a quick and easy manner.

• Import data from Microsoft Excel to Portfolio Management:

• To create a bucket, you can import the details of a bucket from Microsoft Excel by executing the RPM_DX_BUCKET report.

• To create a portfolio, you can import the details of a portfolio from Microsoft Excel by executing the RPM_DX_PORTFOLIO report.

• Create project elements directly in the context menu of the structure tree, which enhances the usability.

• Decide if you want the system to automatically generate a version header when you create a version in Project Management.

• Use Floorplan Manager message mapping to change message types or to replace or suppress messages in Project Management.

• Complete a task even if it contains subtasks that are not yet completed.

• Display and edit the substitutes of all project members in the project detail view on the project header.

• Instead of defining or changing settings in several Customizing activities in Decision Flow Management, you can do the following within one transaction:

• You can check, display, define, or change settings for the synchronization of Attribute, Authorization, and Status.

• You can check the completeness of Customizing settings for the synchronization of Attribute, Authorization, and Status.

• You can display the Customizing settings that are already maintained for the synchronization of Attribute, Authorization, and Status.

• You can reset the field values and the log generated using Check Customizing.

Effects on Existing Data

Effects on Data Transfer

Effects on System Administration

Effects on Customizing

• If you want to import projects from Microsoft Excel to Project Management, you need to have carried out the following steps in Customizing for SAP Portfolio and Project Management:

Project Management -> Global Enhancements to Project Elements -> Transfer Data to Project Management -> Configure Fields for Mass Import and Import from Microsoft Excel to Projects.

If you want to use the automatic generation of a version header, you must select the Internal Numbering of Version Header checkbox in Customizing for Project Managementunder Structure -> Define Project Types.

For more information about the required configuration for using the Message Mapper, see the Making Settings for the Message Mapper section of the Basic Settings for Project Managementin SAP Solution Manager.

• Import data from Microsoft Excel to Portfolio Management:

You can execute the reports in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Utilities-> Transfer Data to SAP Portfolio and Project Management-> Import from Microsoft Excel to Buckets and Import from Microsoft Excel to Portfolios.

• You can call up the transaction in Customizing for SAP Portfolio and Project Management under Common Functions -> Decision Flow Management Settings -> Check and Maintain Settings for DFM.

Further Information

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