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Usability in Portfolio Management (Changed) ( RELNPPM_50_PFM_USABILITY )

Usability in Portfolio Management (Changed) ( RELNPPM_50_PFM_USABILITY )

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Usability in Portfolio Management (Changed)

Use

As of SAP Portfolio and Project Management 5.0, numerous improvements to the user interface are available. The improvements cover the adjustment of the screens to the Floor Plan Manager (FPM) concept, the rearrangement of existing fields and data, as well as enhancements to the user settings. A large number of adjustments were required due to the technology change; only the major ones are listed here.

Navigation Adjustments

The navigation within the application has been adjusted. Instead of navigating via the navigation panel on the left, the navigation is now performed using pushbuttons, views, and subviews. Most of the entries in the navigation panel have been realized via views. The following entries have been added as pushbuttons in the toolbar of the details view of a portfolio object. The details view is realized in the Object Instance Floorplan (OIF):

  • Financial Planning (Financial and Capacity Planning pushbutton)
  • Capacity Planning (Financial and Capacity Planning pushbutton)
  • Print Fact Sheet
  • Tasks (Projectpushbutton)
  • Roles (Projectpushbutton)
  • Reporting Cockpit
  • Financial Reporting Cockpit
  • Timeline Monitor

Financial and Capacity Planning

The financial and capacity planning views have been consolidated. Within the detail view, the hierarchy of categories, groups, and views is now visible. Using a dropdown list, the user can switch between different breakdowns of the hierarchy.

Note: Depending on the hierarchy, rollup may not be possible.

It is also possible to choose currencies or units that are different than the items/initiatives planning currency. The financial and capacity planning is only changeable when the values are displayed in the planning currency/unit.

Graphical View of the Portfolio Structure of Buckets

A graphical view of the portfolio structure of buckets has been created. You can navigate to the graphical view by choosing Portfolio Structure -> Portfolio Structure Graphic. It displays the buckets and subbuckets of the current context as nodes. From the context menu of the node, you can do the following:

  • Open a bucket
  • Open the items/initiatives in a selected bucket
  • Create an item
  • Create multiple items
  • Create an initiative
  • Create multiple initiatives
  • Delete a bucket (only available for Portfolio and Project Administration)
  • Create a bucket (only available for Portfolio and Project Administration)

The visible fields are customizable. The graphical structure view is also available for classification hierarchies. You can navigate to the graphical view by choosing Classification Hierarchies -> Classification Hierarchies (Graphic).

Items/Initiatives

In the Portfolio Structurework center and in the Classification Hierarchies work center, the Items/Initiativespushbutton is available. It displays the items and initiatives of the selected buckets and all their subbuckets in a new Items/Initiatives in Selected Buckets window.

Effects on Existing Data

Effects on Data Transfer

Effects on System Administration

Effects on Customizing

Navigation Adjustments

For navigation, the following new Customizing activities have been created in Customizing for SAP Portfolio and Project Managementunder Portfolio Management -> Global Customizing -> Process and Service Settings -> Navigation Settings:

o,,Define Navigation Settings

o,,Define Authorizations for Detail Screen Views/Subviews

o,,Define Object Context for Navigation

o,,Define Related Object Context for Navigation

Graphical View of the Portfolio Structure of Buckets

You can define the visible fields for the nodes in the graphic, in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Field Settings -> Define Object Header and Portfolio Structure Graphic Attributes.

Further Information






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