SAP portfolio and project management

This section provides access to the user training guidance documents that are available for SAP Portfolio and Project Management (SAP PPM).

SAP PPM access

To gain system access, please complete:

SAP PPM user guides

SAP PPM user guide Description

Getting started [PDF, 297 KB]

The essential overview to get started in SAP PPM.

Create and update initiatives [PDF, 1005 KB]

Create an initiative.

Create and update items [PDF, 910 KB]

Create items after creating an initiative.

Request for new funding or funding variation [PDF, 1.2 MB]

Create request for new funding or funding variation. Distribute the approved funding allocation.

Update projects [PDF, 1.3 MB]

Create new phases or tasks, assign phase or task managers, assign DFA and certifiers, manage the AIP workflow, and give access for authorised external organisations to certain SAP projects and its phases or tasks.

Enter project accruals and adjust forecasts [PDF, 1.4 MB]

Enter the project’s accrued expenses and adjust forecasts each month.

Create contract payment vouchers (CPV) and release retentions [PDF, 2 MB]

Create contract payment vouchers (CPV) and release retentions in SAP PPM so contractors are paid.

Manage property project financials [PDF, 824 KB]

Link the SAP PPM property project to SAP Real Estate. Compare and enter the property project’s accruals and forecasts each month.

Obtain project financial reports [PDF, 1.4 MB]

Obtain SAP PPM project financial data for analysis and reporting.

Close a project [PDF, 1.3 MB]

Close or mark complete contract items, contracts, tasks, phases, project to stop financial activity of your SAP project.

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