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Version Management (Enhanced) ( RELNPPM_50_PFM_VERSION )

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Short text

Version Management (Enhanced)

Use

As of SAP Portfolio and Project Management 5.0, version management for initiatives is available and version management for items has been enhanced.

Version Management for Initiatives (New)

You can create and display versions of an initiative in the version dashboard. To display the version dashboard, choose Portfolio Initiatives. Select an initiative to display the Initiative Details screen. On the details screen, select the Miscellaneousview and then select the Versionssubview.

For initiatives, you can choose between the version types Snapshotand Simulation.

If the initiative has items assigned to it, the system creates versions for the items along with the initiative version. The item versions inherit the version type from the initiative version; you cannot change the item version type. If at least one of the assigned items is linked to a project, you can decide whether you also want to version the project that is assigned to the items.

The version dashboard for the item has been enhanced by the following columns:

• Original Initiative Name

• Version Information Name

These fields are only filled if the item version was created from an initiative.

During version creation, the system copies the following data from the original initiative to the initiative version:

• Initiative detail data

• Values of financial and capacity planning

• Decision points and phases of the initiative

• Checklists

• Metrics

• Questionnaires

• Object links

• Relations

• Documents (only if you use KPro-based document management )

The authorizations displayed in the version details are the authorizations you have maintained for the original initiative. The same applies for the link to collaboration rooms; the link displays the collaboration room for the original initiative.

For simulations it is now possible to do the following:

• Change the version type after creation

• Create a project version after creation

Version Management for Items (Enhanced)

The item version management has been enhanced. In addition, the system creates a version of the following objects:

• Metrics

• Objects links

For simulations it is now possible to do the following:

• Change the version type after creation

• Create a project version after creation

Multiple Version Creation (Enhanced)

The creation of versions for all items in a bucket has been enhanced to support buckets that are not at the lowest level. In addition, it is now possible to create versions for all initiatives in a bucket.

In addition to the creation from a bucket, versioning for all items or initiatives in a portfolio is also now available.

Effects on Existing Data

Effects on Data Transfer

Effects on System Administration

Effects on Customizing

You can check or override the Changeability of Version Type for Initiative Versionsglobal setting in the General Default Values area in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Settings -> Check Global Settings or Override Default Global Settings.

Further Information

CPI1466 during Backup   BAL Application Log Documentation  
This documentation is copyright by SAP AG.

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