SAP ABAP IMG Activity 0RPM_DEF_PORTF_TYPES (Define Portfolio Types)
Hierarchy
☛ CPRXRPM (Software Component) SAP Portfolio and Project Management 6.0
   ⤷ PPM-PFM (Application Component) Portfolio Management
     ⤷ RPM_IMG (Package) RPM IMG Objects
IMG Activity
ID 0RPM_DEF_PORTF_TYPES Define Portfolio Types  
Transaction Code S_PPD_96000011   (empty) 
Created on 20050312    
Customizing Attributes 0RPM_DEF_PORTF_TYPES   Define Portfolio Types 
Customizing Activity 0RPM_DEF_PORTF_TYPES   Define Portfolio Types 
Document
Document Class SIMG   Hypertext: Object Class - Class to which a document belongs.
Document Name 0RPM_DEF_PORTF_TYPES    

Use

In this Customizing activity, you define portfolio types. The portfolio type is a required attribute of a portfolio definition. What you define here determines the display of portfolio data in the front-end application. View types are configured with respect to portfolio types.

Requirements

You have done the following, by choosing Define portfolio item types:

  • Linked decision points to item types
  • Defined the object status values

Standard settings

There is no default configuration, but SAP delivers a single default portfolio type ADM.

Activities

Defining Portfolio Types

  1. Choose New Entries.
  2. In the Portfolio Type and Portfolio Type Text columns, enter a portfolio type and a suitable description.
  3. In the FV column, choose a fiscal year variant having 12 periods. The system uses this fiscal year variant for all objects under a portfolio of this type.
  4. In the Transfer Type column, choose the appropriate entry.
  5. Save your changes.

Portfolio Fields Override

You can define the user interface configuration for Portfolio Management objects based on the portfolio type. These settings control the way in which the fields are represented and processed in the user interface. They are only valid within portfolios of the selected portfolio type and override the default field configuration delivered by SAP as well as the portfolio-independent custom field configuration.

By assigning an authorization activity in the Activity column, you can override the settings for a particular activity only, or create multiple entries for one field. As a result, the field will be handled differently depending on the authorization of the user accessing a Portfolio Management object. For example, a particular field can be ready for input for a user with Admin authorization for this object, whereas it is read-only for a user with Write authorization.

Note: The object type BUPA is not supported as it is portfolio-independent.

  1. Check the portfolio-independent user interface configuration in the following Customizing activities:
  2. Where necessary, override these settings for individual portfolio types, by making the corresponding entries in the current Customizing activity.

Portfolio Items Override

You can define the field configuration based on the portfolio type and item type. This overrides the default field configuration delivered by SAP and the settings you have defined under Portfolio Fields Override.

The field settings defined here determine the display of the field attributes in the front end, for the item object and for the specific item type specified here.

  1. Select the portfolio type and double-click Portfolio Items Override.
  2. Choose New Entries.
  3. In the Object Type column, select the object type "RIH" from the dropdown box.
  4. In the Portfolio Type column, select the portfolio type from the dropdown box.
  5. In the Item Type column, select the item type from the dropdown box.
  6. In the Field Name column, enter the field name that needs to be overridden.
  7. In the Required column, select the value from the dropdown box.

Portfolio Item-Decision Point Override

You can define the field configuration based on the portfolio type and item type. This overrides the default field configuration delivered by SAP, and the settings you have defined under Portfolio Fields Override and under Portfolio Items Override.

The field settings defined here determine the display of the field attributes in the front end, for the item object, and for the specific item type specified here.

  1. Select the portfolio type and double-click Portfolio Item-Decision Point Override.
  2. Choose New Entries.
  3. In the Object Type column, select the object type "EPO" from the dropdown box.
  4. In the Portfolio Type column, select the portfolio type from the dropdown box.
  5. In the Item Type column, select the item type from the dropdown box.
  6. In the Decision Point column, select the decision point from the dropdown box.
  7. In the Field Name column, enter the field name that needs to be overridden.
  8. In the Required column, select the value from the dropdown box.

Review Status

You can define the review status based on the portfolio type. Ensure that there is only one end status defined here and when defining the next status, the current status also needs to be defined as the next status.

  1. Select the portfolio type and double-click Review Status.
  2. Choose New Entries.
  3. In the Status column, select the status from the dropdown box.
  4. Check whether the status is start status or end status.
  5. In the Icon column, select the list of icons.

Review Status - Next Statuses

  1. Choose New Entries.
  2. In the Next Statuses column, select the status from the dropdown box.
  3. Ensure that the selected status is also defined within the next status.

What-If Status

You can define the what-if status based on the portfolio type. Ensure that there is only one end status defined here, and when defining the next status, the current status also needs to be defined as the next status.

  1. Select the portfolio type and double-click What-If Status.
  2. Choose New Entries.
  3. In the Status column, select the status from the dropdown box.
  4. Check whether the status is start status or end status.
  5. In the Icon column, select the list of icons.

What-If Next Statuses

  1. Choose New Entries.
  2. In the Next Statuses column, select the status from the dropdown box.
  3. Ensure that the selected status is also defined within the next status.

Example

Business Attributes
ASAP Roadmap ID 201   Make global settings 
Mandatory / Optional 1   Mandatory activity 
Critical / Non-Critical 1   Critical 
Country-Dependency A   Valid for all countries 
Assigned Application Components
Documentation Object Class Documentation Object Name Current line number Application Component Application Component Name
SIMG 0RPM_DEF_PORTF_TYPES 0 /RPM/XSD0000011 Portfolio Management 
Maintenance Objects
Maintenance object type C   Customizing Object 
Assigned objects
Customizing Object Object Type Transaction Code Sub-object Do not Summarize Skip Subset Dialog Box Description for multiple selections
/RPM/VC_PORT_TYPE_MAPPING C - View cluster SM34  
History
Last changed by/on SAP  20050621 
SAP Release Created in 400