Ansicht
Dokumentation

Classification (New) ( RELNPPM_50_PFM_CLASSIFIC )

rdisp/max_wprun_time - Maximum work process run time   ROGBILLS - Synchronize billing plans  
This documentation is copyright by SAP AG.

Short text

Classification (New)

Use

As of SAP Portfolio and Project Management 5.0, you can create classification hierarchies that are alternatives to the standard portfolio hierarchy. The standard portfolio hierarchy usually represents the organizational structure of the company. With classification hierarchies, you can define alternative bucket structures with clusters of items and initiatives; for example, you can add a market-based view to a portfolio. Classification hierarchies provide more flexibility and additional views of the items and initiatives within a portfolio. You can assign items and initiatives to the buckets within these classification hierarchies. You can use the classification hierarchies to get alternative views and specific operations regarding the financial and capacity planning data.

Classification Hierarchy Structure

A classification hierarchy consists of a multilevel bucket structure, just like a standard portfolio.

The classification hierarchy can be one of the following:

• Cross-Portfolio:

You can assign portfolio objects in all existing portfolios to the cross-portfolio classification. Several cross-portfolio classification hierarchies can exist per portfolio management system.

• Portfolio-Specific:

You create the classification hierarchy specifically within one portfolio. You can only assign portfolio objects of that specific portfolio to the classification hierarchy. You can create several portfolio-specific classification hierarchies per portfolio.

Within a classification hierarchy, you cannot create new items and initiatives - you can only assign existing portfolio objects to the classification hierarchies. Within classification hierarchies, you can create reviews, what-if scenarios, and collections based on the assigned items and initiatives.

You can mark classification hierarchies as mandatory. All items and initiatives in the given context then have to be assigned to this hierarchy.

• If the hierarchy is cross-portfolio, assignment to this hierarchy is mandatory for all items and initiatives in the portfolio management system.

• If the hierarchy is portfolio-specific, assignment to this hierarchy is mandatory for all items and initiatives within the parent portfolio of this hierarchy.

When working in the context of a portfolio, you can access all available classification hierarchies via the Classification Hierarchies work center. It provides a table and graphical representation of the bucket structures of the classification hierarchies. Using the Item/Initiatives pushbutton, you can access a list of all items and initiatives within the selected buckets.

Classification of Items/Initiatives

You can assign an item or initiative to one or more classification hierarchies. When creating the assignment, you can define what percentage of the item's financial and capacity planning is assigned to a certain bucket. For example, the item "New Carpet Shampoo" has planned costs of 100,000 USD. Fifty percent of the item's planning value is assigned to the "Americas" bucket, and 50% is assigned to the "Europe" bucket. Therefore, 50,000 USD would be rolled up from the item to the "Americas" and "Europe" buckets in the classification hierarchy.

It is also possible to define different percentage values for financial and capacity planning.

You can review all the classification hierarchies to which an item or an initiative is assigned in the object details by choosing the Overviewview and then the Classificationsubview.

You can also use classifications for item and initiative templates. When creating from templates, all of the classifications from the template that are allowed for the current portfolio are copied to the operative portfolio object.

Effects on Existing Data

Effects on Data Transfer

Effects on System Administration

Effects on Customizing

A new global setting has been created to define whether cross-portfolio classification hierarchies or portfolio-specific classification hierarchies or both can be used. You can check this setting in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Settings -> Check Global Settings:

Area: ,,,,,,0002,,Master Switches

Name of Setting: ,,0006,,Classification Hierarchy Level <'1'= Main & Sub, '2'= Only Sub, '3'= Only Main>

Default Settings (SAP):,,1

You can maintain individual percentage values for financial and capacity planning in the classification per item type or initiative type by selecting the Factorcheckbox. By doing this, you can define whether individual factors or only a combined factor for financial and capacity planning is displayed.

The new Factorfield has been added to the following Customizing activities for SAP Portfolio and Project Management:

• Portfolio Management -> Global Customizing -> Portfolio-Independent Settings -> Define Portfolio ItemTypes

• Portfolio Management -> Global Customizing -> Portfolio-Independent Settings -> Define Initiative Types

Further Information

BAL Application Log Documentation   rdisp/max_wprun_time - Maximum work process run time  
This documentation is copyright by SAP AG.

Length: 6175 Date: 20240604 Time: 012055     sap01-206 ( 113 ms )