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Portfolio Management with SAP Portfolio Management   (PLM550)

Format: Instructor-Led/Virtual Classroom

Skills Gained

  • Describe functions, processes and integration scenarios of SAP Portfolio and Project Management

  • Create Portfolios, Portfolio Buckets, Initiatives and Portfolio Items

  • Carry out necessary customizing settings in SAP IMG

  • Define and use Questionnaires and Scoring Models

  • Set up Financial and Capacity Planning in Portfolio Management

  • Create and edit portfolio projects

Who Can Benefit

  • Project Leaders

  • Team Leaders


  • Essential:
       -Knowledge of processes in portfolio, project and resource management
       -Understanding of SAP technology and software architecture
       -Customizing experience in at least one of the following components: FI/CO, PS, cProjects

  • Recommended:
       -SAP01 (SAP Overview)

Course Content

  • Portfolios, Initiatives and Portfolio Items

  • Classification Hierarchies

  • Status Management and Workflows

  • Decision Point and Process Change

  • Financial and Capacity Planning

  • Closed-Loop Resource Management

  • Integration with SAP Project System

  • Integration with FI/CO-Systems

  • Decision Flow Management

  • Questionnaires and Scoring Models

  • Metric Management

  • Portfolio Reviews and Analysis

  • Overview Project Management

Code: PLM550

Format: Instructor-Led/Virtual Classroom

Tuition (USD): $3,250

Length: 5 days

Certified By: SAP


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