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sap Training

Portfolio Management with SAP Portfolio and Project Management

Course Details
Code: PLM550-v015
Tuition (USD): $4,090.00 • Virtual (5 days)
$4,090.00 • Classroom (5 days)

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

  • Application Consultant
  • Business Process Owner / Team Lead / Power User
  • Help Desk / COE Support
  • Solution Architect
  • System Administrator
  • Trainer
  • User


  • Essential:
  • Recommended:
       -Basic knowledge of business processes in project and portfolio administration and management.

Course Details

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
       -Creating 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
  • Reports
       -Reporting with Dashboards
       -Reporting Based on Business Context Viewer (BCV)
       -Configuring Business Context Viewer (BCV) Content
       -Reporting with Launchpads


  • Detail settings of Project Management are not covered in this training, but will be taught in PLM510.

Course based on software release

  • SAP ERP 6.0 EHP7 SP06; SAP Portfolio and Project Management 6.1
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