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PLM550 Portfolio Management with SAP Portfolio Management



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.

Price €3,325 per person


  • 5 Days – Please contact us regarding scheduling




  • Project Leaders
  • Team Leaders



  • 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


  • The course works with a SAP ERP 6.0 system on Enhancement Package 5 and active new general ledger (new G/L)
  • Please note that the course also takes the functions into consideration on earlier releases (and on classic GL)

Course based on software release

  • SAP Portfolio and Project Management 5.0, ERP 6.0 Enhancement Package 6
Course Outline
  • 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
Contact Us

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