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(PLM550) Portfolio Management with SAP Portfolio and Project Management

Code: PLM550 v15
Type:
Tuition (USD): $4335
Length: 5Days

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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 Should Attend?
Application Consultant Business Process Owner / Team Lead / Power User Help Desk / COE Support Solution Architect System Administrator Trainer User
Prerequisites:
  • Recommended
  • Basic knowledge of business processes in project and portfolio administration and management.
What You Will Learn:
  • 1) Introduction to SAP Portfolio and Project Management (PPM)
  • a) Describing SAP Portfolio and Project Management (PPM)
  • b) Describing Integration Scenarios for SAP Portfolio and Project Management
  • c) Archiving in Portfolio Management
  • d) Describing SAP HANA Integration
  • 2) Portfolio Definition and Buckets
  • a) Managing the Portfolio Definition
  • b) Managing Portfolio Buckets
  • c) Managing Classification Hierarchies
  • 3) Portfolio Items and Initiatives I
  • a) Configuring Portfolio Items
  • b) Creating Portfolio Items
  • c) Configuring Portfolio Initiatives
  • d) Creating Portfolio Initiatives
  • 4) Portfolio Items and Initiatives II
  • a) Managing Authorizations
  • b) Using Statuses and Workflows for Portfolio Items
  • c) Using Decision Points
  • d) Managing Process Flow Changes
  • e) Creating Version of Portfolio Items
  • f) Managing Reviews
  • 5) Financial and Capacity Planning
  • a) Planning Financial Values
  • b) Configuring Financial Planning
  • c) Configuring Financial Planning by Integration
  • d) Planning Capacity
  • e) Configuring Capacity Planning
  • f) Configuring Capacity Planning by Integration
  • 6) Portfolio Items and Project Management Projects
  • a) Using Project Management
  • b) Linking Portfolio Items and Project Management Projects
  • 7) Resource Planning
  • a) Defining Roles
  • b) Creating Business Partners
  • c) Staffing Roles
  • d) Integrating Resource and Capacity Planning
  • 8) Integration with SAP Applications
  • a) Integrating Project Management Applications
  • b) Integrating Project System (PS)
  • c) Configuring the Project System (PS) Integration
  • d) Configuring the SAP Financials Integration
  • e) Integrating SAP Financials
  • f) Integrating SAP Human Capital Management (HCM)
  • g) Integrating SAP Innovation Management
  • h) Integrating to SAP Environmental Compliance
  • 9) Key Figures
  • a) Using Questionnaires
  • b) Using Scoring Models
  • c) Using Metrics Management
  • 10) Reports
  • a) Reporting with Dashboards
  • b) Reporting Based on Business Context Viewer (BCV)
  • c) Configuring Business Context Viewer (BCV) Content
  • d) Reporting with Launchpads
  • Notes
  • • Detail settings of Project Management are not covered in this training, but will be taught in PLM510.
Course Info:
Course based on software release: SAP ERP 6.0 EHP7 SP06; SAP Portfolio and Project Management 6.1

Notes and Course Announcements:

1) In the training you will learn how to use the Portfolio Management with SAP Portfolio Management solution. Especially you will understand the administration, refinement and evaluation of Portfolios.

2) Additionally you will learn the most important customizing settings and several aspects of integration with other applications.

This is a SAP CERTIFIED Course. Your course will include Full Class Delivery of the comprehensive standard SAP curriculum agendas, SAP Certified Instructor, Demonstration and Presentation, Student Hands on exercises, Access to SAP Hosted servers/training environment, and SAP Certified participant guides.

This 5 day instructor led course qualifies for 40 CPE Credits. CPE Credits are currently available only for publicly scheduled courses delivered live at SAP locations and our Authorized Education Partner locations. CPE Credits are not available for virtual live classroom sessions.

With virtual live classroom training you get comprehensive training from SAP experts using seamless over-the Web connectivity. The same content delivered in SAP's traditional "brick and mortar" classrooms is presented during virtual live classroom deliveries. As in SAP's traditional classrooms, SAP virtual live classroom stresses hands-on learning providing each registered student with exclusive access to live SAP systems throughout each course. Each Virtual Live class is taught by a SAP Certified Instructor and will include an e-book student guide for you to download and keep. CPE Credits are currently available only for publicly scheduled courses delivered live at SAP locations and our Authorized Education Partner locations. CPE Credits are not available for virtual live classroom sessions.

Not finding any suitable dates? Contact us for additional available dates: training@dunnsolutions.com