Portfolio item template

[Former Member]

Hi SAP PPM experts,

I am currently working on SAP PPM5.0

3 requirements

1. When creating a portfolio item, there are 2 options:

• via item template
• via item type

==> I would like to make mandatory the use of item template.

2. When creating an item template

• authorization data can be filled
• however it is not posible to add document structure template as well as linked authorizations

==> I would like to add document structure data and authorization linked to folder/document in item template.

3. When copying an item to another item

• yo have to choose the new bucket
• you can only select an item type as item template option is not available for input

==> I would like to make possible the choice of item template when copying an element to another.

Any ideas, suggestions???

Thanks in advance.

Sanaâ.

[Former Member]

Hi,

1. When creating a portfolio item, there are 2 options:

• via item template
• via item type

==> Yes, you can make Item template Mandatory

2. When creating an item template

• authorization data can be filled
• however it is not posible to add document structure template as well as linked authorizations

==> You cannot add document structure in template as well as linked but you can use  document template

3. When copying an item to another item

• yo have to choose the new bucket
• you can only select an item type as item template option is not available for input

==> You cannot select Item template, while copying Item please check Item template used

Regards

Ravindra

[Former Member]

Hi,

Thanks for the answer.

1. How can you make it mandatory then?

2/3. Maybe via custom developments

Sanaâ.

[Former Member]

Hi,

For all your requirements  I guess, need custom development

Regards

Ravindra