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SAP xApp Resource and Portfolio Management (xRPM) ( RELNXAP_RPM_40 )

SAP xApp Resource and Portfolio Management (xRPM) ( RELNXAP_RPM_40 )

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SAP xApp Resource and Portfolio Management (xRPM)

Global Settings

The SAP xRPM global settings have been updated in the following areas:

  • Global Field Settings
There is a new, extensive set of field configurations. These configurations allow you to define field services, as well as to define UI-specific field handling. To set the global field options, go to the SAP xRPM Implementation Guide (IMG)and choose Global Customizing--> Global Field Settings.
If you intend to use any field configurations, you must configure UI-options for each field:
  • Enabled

If set to enabled, the field is displayed as a regular field. If set to disabled, the field is grayed-out.
  • Visible

If set to visible, the field is displayed on the screen. If set to hidden, the field is hidden from the user.
  • Read Only

This setting determines whether or not a field can be edited by the user.
  • Required

This setting specifies whether a value is required, or not required, to be specified in the configured field.
  • Define Services and Assign by Global Field Settings
SAP xRPM now supports several field-related services. You can assign services to fields on various business objects. Two new services are questionnaires and the scoring models:
  • Questionnaires

Questionnaires are currently only supported on the portfolio item business object.
Questionnaires allow you to define sets of questions and responses which are then evaluated to generate a score between 0 and 100.
To define a questionnaire, go to the SAP xRPM Implementation Guide (IMG)and choose Global Customizing--> Process and Service Settings.--> Define Questionnaires.
You can assign the questionnaire service to specific portfolio item fields. To do this, go to the SAP xRPM Implementation Guide (IMG)and choose Global Customizing--> Global Field Settings --> Define Custom Field Configuration.
The bucket business object has UI configuration that allows the bucket administrator to specify which questionnaires will be utilized for the portfolio items managed by the bucket.
  • Scoring Models

Scoring models are currently only supported on the portfolio item and review business objects. Scoring models allow you to choose sets of fields that are evaluated against specific criteria to generate a score between 0 and 100.
To define a scoring model, go to the SAP xRPM Implementation Guide (IMG)and choose Global Customizing--> Process and Service Settings.--> Define Scoring Models.
You can assign the scoring model service to specific portfolio item fields. To do this, go to the SAP xRPM Implementation Guide (IMG)and choose Global Customizing--> Global Field Settings --> Define Custom Field Configuration.
The bucket business object has UI configuration that allows the bucket administrator to specify which scoring models will be utilized for the portfolio items managed by the bucket.

Portfolio Types

Portfolio Types essentially define a template for different portfolios in xRPM. They contain the definitions for what item types are supported, and which financial capacity categories or groups will be used.

Maximum flexibility between diverse sets of portfolios is now enabled because you can override the global field configuration in order to define portfolio-type specific field configurations.

Portfolio Item Types

You can now configure item types for proposals, projects, and so forth. You can manage several distinct items within one specific portfolio because you can configure for each item different decision points and required fields.

To configure Portfolio Item Types, go to the SAP xRPM Implementation Guide (IMG) and choose Global Customizing--> Portfolio Independent Settings --> Define Portfolio Item Types.

Navigation

You can customize portal navigation per portfolio type to allow flexible navigation links and actions for specific portfolios.

To define navigation, go to the SAP xRPM Implementation Guide (IMG) and choose Global Customizing--> Process and Service Settings--> Define Navigation.

Financial and Capacity Categories or Groups

Both buckets and items now support financial capacity planning. To support uniform planning across specific portfolios, you can define financial and capacity planning categories to identify the high-level planning objects to be used for planning purposes in the portfolio.

Each category is further refined by defining various planning groups that are used for direct planning purposes and are summed to the respective category.

You can copy planning groups on a user interface to allow additional refinements of the planning data. In other words, you can define the group to be funded or supported via business units other than the default business unit.

To configure Financial and Capacity Categories or Groups, go to the SAP xRPM Implementation Guide (IMG) and choose Global Customizing--> Portfolio Independent Settings --> Define Financial and Capacity Categories.

Project Integration

Via configuration tables, you can now map objects in SAP xApp Product Definition (xPD) and other project systems to SAP xRPM business objects.

The business object mapping support varies among supported applications. You can find the configuration under each specific application integration node in the SAP xRPM Implementation Guide (IMG)under the section Base System Interfaces.

Security

There are now two authorization concepts in SAP xRPM 4.0:

  • User Roles
There are two pre-configured user roles delivered with SAP xRPM 4.0. You can view these roles via Role Maintenance (transaction PFCG). You can also use them as a basis for customer-specific roles.
The roles are:
  • SAP_XRPM_USER

  • SAP_XRPM_ADMINISTRATOR

  • Access Control Lists (ACLs)
These are authorizations assigned to specific business objects. They control user access to these objects.

For more information about these authorizations concepts, see the SAP Project and Portfolio Management Security Guide.






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