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Portfolio Management: Various Functions 2 (Enhanced) ( RELNPPM_50_PFM_VAR_FU2 )

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Short text

Portfolio Management: Various Functions 2 (Enhanced)

Use

The following enhancements to Portfolio Management are available as of SAP Portfolio and Project Management 5.0 SP10:

Decision Point Status in Item and Initiative Header

In the process steps for items and initiatives, the status icon of decision points can be displayed instead of the decision point icon. This makes it possible for you to see the status of a decision point directly in the object header.

Customer-Defined Item and Initiative Dashboard

You can define your own item and initiative dashboards. This enables you to use your own logic for selecting the dashboard objects, and to select the columns displayed in the dashboard according to your needs. The customer-defined dashboards can be displayed in the following places:

As an additional view in the item or initiative dashboard

As an additional subview in the Items or Initiatives view of buckets

Accumulation of Object Numbers in the Bucket Dashboard

The bucket dashboard displays the number of items, item templates, initiatives, initiative templates and reviews assigned to a bucket. These numbers can now be accumulated in the portfolio structure and the classification hierarchy. This means that in the bucket dashboard, you see the number of objects assigned to the current bucket and its subordinate buckets.
If you do not activate this enhancement, the bucket dashboard only displays the number of objects directly assigned to the current bucket.

Moving Items/Initiatives to Another Bucket

You can move an item or initiative from one bucket to another if you have Create authorization for the original bucket and the new bucket.
If you do not activate this enhancement, you need Admin authorization for both buckets.

Opening the Multi-Project Monitor from the Item Dashboard

The multi-project monitor, which is already available in Project Management, can now also be opened from the item dashboard to display the projects linked to one or more items. Select the items in the dashboard and choose Open Multi-Project Monitor. Depending on your system settings, the monitor is displayed in the current window or in a new window.

Toggling Between Edit and Display Mode

From the Portfolio Management views, you can toggle between edit and display mode using the Edit and Read Only buttons. These buttons are now displayed in the same place.

Enhanced Resource Maintenance

Resource maintenance in Portfolio and Project Administration has been enhanced in the following ways:

When maintaining the status and availability of a resource, you can now select the dates from a calendar.

You can maintain availabilities with a daily, a weekly or a monthly recurrence.

Effects on Existing Data

Effects on Data Transfer

Effects on System Administration

Effects on Customizing

Decision Point Status in Item and Initiative Header

To activate this enhancement, make the following entry in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Settings -> Override Default Global Settings:

Area	Setting	Description	Value
0006	0023	Display Decision Point Status Icon on Item/Initiative Header	X

Customer-Defined Item and Initiative Dashboard

To define your own dashboards for items or initiatives, make the following settings in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Field Settings -> Dashboard Settings:

Define a dashboard scope for dashboard type RIH (Item) or IPO (Initiative) (see activity Define Dashboard Scopes).

Define the item or initiative fields to use in the columns of your dashboard scope (see activity Define Fields for Dashboards).

To integrate an additional view in the item or initiative dashboard using your dashboard scope, make the following settings in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Process and Service Settings -> Navigation Settings:

In the activity Set Up Launchpads, add your dashboard scope as a new application for the launchpad role RPM_RIH, instance SCOPE (Item Dashboard Scope), or the launchpad role RPM_IPO, instance SCOPE (Initiative Dashboard Scope). Use the application category Webdynpro ABAP. Under Advanced Parameters, enter an application alias and specify the application parameters OBJECT_TYPE_R=<dashboard type>&SCENARIO=WS&SCOPE=<your scope>.

In the activity Define Navigation Settings, specify the ABAP WD View to embed in the corresponding tab. For this purpose, copy one of the standard entries for the launchpad role RPM_RIH, instance SCOPE, or the launchpad role RPM_IPO, instance SCOPE, and replace the application alias with the one used for your scope in the previous step.

To integrate an additional subview in the Items or Initiatives view of buckets using your dashboard scope, make the following settings in Web Dynpro maintenance (transaction SE80):

Define your own component configuration for the Web Dynpro component INM_UIBB_FRAME. As component-defined attributes, specify the interface view WI_RPM_DASHBOARD, as well as the dashboard settings Object Type RIH (Item) or IPO (Initiative) and your dashboard scope.

In the component configuration RPM_WDA_BUCKET_DETAIL_PO_OIF_CFG, variant RBH_EDIT of Web Dynpro component FPM_OIF_COMPONENT, add a new subview under main view Items or Initiatives. Use the following attributes:

Component:	INM_UIBB_FRAME
View:	WI_UIBB_FRAME
Configuration Name:

To define the logic used for selecting items or initiatives for your dashboard scope, implement method ALTER_ITEM_LIST of BAdI: Item/Decision Point API, or method ALTER_INITIATIVE_LIST of BAdI: Initiative in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Business Add-Ins and Customer Includes.

Accumulation of Object Numbers in the Bucket Dashboard

Area	Setting	Description	Value
0002	0016	Accumulate the Number of Objects in the Dashboard	X

Moving Items/Initiatives to Another Bucket

Area	Setting	Description	Value
0002	0017	Create Authorization for Buckets Req. to Move Item/Init.	X

Opening the Multi-Project Monitor from the Item Dashboard

Area	Setting	Description	Value
0002	0019	MP Monitor from Item Dashboard ('0'=Not Active, '1'=In Place, '2'=In New Window)	1 or 2

Enhanced Resource Maintenance

Area	Setting	Description	Value
0006	0025	Enhanced Resource Availability Maintenance	X

Further Information

rdisp/max_wprun_time - Maximum work process run time ABAP Short Reference
This documentation is copyright by SAP AG.

Length: 13196 Date: 20240523 Time: 071207 sap01-206 ( 170 ms )

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