Course announcements

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


  • 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


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



  • none


  • Basic knowledge of business processes in project and portfolio administration and management.

Course based on software release

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


  • 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