Last Update April 19, 2022
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About This Course

Course Overview:

SAP Portfolio and Project Management is a part of the SAP PLM (Product Lifecycle Management) suite from SAP. SAP PPM is the combination of SAP Resource and Portfolio Management (SAP RPM) solution and the Collaboration projects (cProjects) solution.


  • Basic knowledge of business processes in project and portfolio administration and management.

Course Content

Introduction to SAP Portfolio and Project Management (PPM)
    • Describing SAP Portfolio and Project Management (PPM)
    • Describing Integration Scenarios for SAP Portfolio and Project Management
    • Archiving in Portfolio Management
    • Describing SAP HANA Integration
Portfolio Definition and Buckets
    • Managing the Portfolio Definition
    • Managing Portfolio Buckets
    • Managing Classification Hierarchies
Portfolio Items and Initiatives I
    • Configuring Portfolio Items
    • Creating Portfolio Items
    • Configuring Portfolio Initiatives
    • Creating Portfolio Initiatives
Portfolio Items and Initiatives II
    • Managing Authorizations
    • Using Statuses and Workflows for Portfolio Items
    • Using Decision Points
    • Managing Process Flow Changes
    • reating Version of Portfolio Items
    • Managing Reviews
Financial and Capacity Planning
    • Planning Financial Values
    • Configuring Financial Planning
    • Configuring Financial Planning by Integration
    • Planning Capacity
    • Configuring Capacity Planning
    • Configuring Capacity Planning by Integration
Portfolio Items and Project Management Projects
    • Using Project Management
    • Linking Portfolio Items and Project Management Projects
Resource Planning
    • Defining Roles
    • Creating Business Partners
    • Staffing Roles
    • Integrating Resource and Capacity Planning
Integration with SAP Applications
    • Integrating Project Management Applications
    • Integrating Project System (PS)
    • Configuring the Project System (PS) Integration
    • Configuring the SAP Financials Integration
    • Integrating SAP Financials
    • Integrating SAP Human Capital Management (HCM)
    • Integrating SAP Innovation Management
    • Integrating to SAP Environmental Compliance
Key Figures
    • Using Questionnaires
    • Using Scoring Models
    • Using Metrics Management
  • Reporting with Dashboards
  • Reporting Based on Business Context Viewer (BCV)
  • Configuring Business Context Viewer (BCV) Content
  • Reporting with Launchpads

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