There are several processes in which data from various systems are consolidated in SAP Portfolio and Project Management in S/4HANA (PPM). This means that project data and financial details can be uploaded from SAP Project System to PPM, or data from BI can be made available in PPM for evaluation purposes.
You can create and update business partner data by distributing data from SAP Human Capital Management (SAP HCM) systems. Even PPM itself is based on two systems – the PPM core system and SAP Enterprise Portal. By assigning your own users and roles in the relevant systems, you ensure that data security and authorizations can be managed separately in the individual systems.
Using the Single Sign On (SSO) technology, you can avoid the need for separate logon screens, despite the different system users. In the portal, you can also map portal users to the users and their passwords in other systems, which simplifies cross-system data processing in the portal.
Portfolios and their items in PPM are edited using SAP Enterprise Portal. To log on to the portal, you require a portal user. There are various options for logging on to the portal itself. The system uses the standard authentication method when you enter the user identification and password.
Portal users are created and managed in the portal user administration. By assigning portal roles to portal users, you determine which content a user can access and which navigation options should be available in the Web browser. For PPM, the showcase portal role com.sap.pct.cprxrpm.port_mgmt_showcase (Portfolio Management) is delivered in the standard system.
Creating PPM Users
The evaluation of PPM data in a BI system requires a user with the role SAP_BW_RPM_PORTFOLIO_MANAGER. To edit PPM objects, a user must also have the corresponding authorizations in the PPM core system. You can grant the authorizations required for PPM by assigning the roles SAP_XRPM_ADMINISTRATOR and SAP_XRPM_USER, which are delivered in the standard system.
If you also want to use a user as a resource or person responsible in Portfolio Management projects, there must also be a business partner for the user. Users and business partners can be created manually in PPM and assigned to each other (for example, on the Identification tab in business partner details). As described earlier, business partners and users can be automatically generated from HR data of an HCM system. In this case, the users are automatically assigned to the corresponding business partners.
To check the assignment of users to business partners, you can use the transaction RPMUSER in PPM Customizing. In this transaction, you can analyze which business partners have not yet been assigned users or vice versa. You can also add any missing assignments or even create new users in this transaction, or even create new users.
To make it easier to create new users from this transaction, you can first define default values, in terms of roles and authorizations that should be automatically assigned to new users.