SAP ABAP IMG Activity ORPM_PROJECT_STAT (Define Portfolio Item Alerts)
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 ORPM_PROJECT_STAT Define Portfolio Item Alerts  
Transaction Code S_XSD_23000038   (empty) 
Created on 20020910    
Customizing Attributes ORPM_PROJECT_STAT   Define Portfolio Item Alerts 
Customizing Activity ORPM_PROJECT_STAT   Define Portfolio Item Alerts 
Document
Document Class SIMG   Hypertext: Object Class - Class to which a document belongs.
Document Name ORPM_PROJECT_STAT    

Use

In this Customizing activity, you define portfolio item alerts to define the status of a portfolio item according to the following:

  • Budget
  • Priority
  • Risk
  • Schedule

Requirements

Standard settings

Activities

To configure the portfolio item alerts according to your requirements, proceed as follows:

  1. Double-click Budget Groups, Priority Groups, Risk Groups, and Schedule Groups in turn and do the following:
  2. Enter appropriate percentage values for upper and lower limits.
  3. Select the alert icons you wish to use.

    At present, you must only use the red, yellow, and green LEDs.

  4. Select the status colors you want to use.

You can determine values for each portfolio item alert as follows:

  • Budget

    The budget status is based on the ratio of total actual cost to total planned cost. This data is transferred to SAP Portfolio and Project Management through the SAP FI/CO interfacing process and is displayed on the Project Details screen.

    The total actual cost is the sum of all actual costs posted in SAP FI/CO on the portfolio item cost collectors over the complete posting period of the associated PS project element.

The formula is:

  • For total planned cost > total actual cost (that is, under-budget portfolio item):
    • budget ratio = (total actual cost - total budget cost ) / total actual cost * 100
  • For total planned cost <= total actual cost (that is, over-budget/on-budget portfolio item):
    • budget ratio = (total actual cost - total budget cost ) / total budget cost * 100

    To use period-to-date costs in the budget icon calculations instead of total actual costs, you can implement BAdI: Calculation of Portfolio Item Alerts.

  • Priority

    The priority is derived directly from the following priority groups and is displayed in the portfolio item dashboard:

    • Very High
    • High
    • Medium
    • Low
  • Risk

    The risk status is based on the probability of technical/commercial success, and is displayed in the portfolio item dashboard.

    The formula is:

    (100 # ((probability of technical success + probability of commercial success) / 2))

  • Schedule

    The schedule status is based on the ratio of completed tasks to date to all tasks to be completed to date. Each task is weighted by the number of planned hours it takes to complete and the percentage completion of the task.

  • Staffing

    The staffing status is determined by calculating the difference between total demand (for all roles) and total assignment (assignments for all roles) for this item with a given assignment unit within the following 12 months.

    The formula is as follows:

-    Assignment = 0        status: red

-    0 < Assignment < Demand    status: yellow

-    Assignment = Demand    status: green

-    Assignment > Demand    status: yellow or red

Example

The following is an example configuration for budget groups:

Budget Status Group    Budget Status Group Text    UpperLimit    LowerLimit    +    +    +    Status Color

01    Critical Over budget    999    50        Red LED; stop; errors    Red LED; stop; error    Red default

02    Over Budget    49    20        Yellow LED; caution    Yellow LED; caution    Yellow default

03    On Budget    19    19        Green LED; go; ok    Green LED; go; ok    Green default

04    Under Budget    20-    49-        Yellow LED; caution    Yellow LED; caution    Yellow default

05    Critical Under Budget    50-    999-        Red LED; stop; errors    Red LED; stop; errors    Red default

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 ORPM_PROJECT_STAT 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
V_RPM_PROJ_STAT C - View cluster SM34  
History
Last changed by/on SAP  20060519 
SAP Release Created in 100