The configuration of the PS integration requires a number of Customizing activities.
Steps of Global Customizing of Portfolio Management are as follows:
- Specify item types for PS integration. Item types are specified for PS integration of Project Management (as a part of PPM).
- Assign PS templates to project profiles, item templates, or item types.
- Link decision points of item types or item templates to WBS elements.
In addition, you must configure common functions of PPM. In particular, you have to maintain object link types of decision flow management. Suitable object link types for PS project definition and WBS elements are predefined in SAP Customizing. You can copy and adjust both object link types. That is, you assign the correct destination, web server alias, and logical system to the object link type.
The settings described above are the minimal settings for using PS integration. However, you can adjust synchronization to your needs.
You may introduce different synchronization scenarios for creating, updating, and deleting objects.