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author's profile photo Former Member
Former Member

Document/folder template at portfolio item level


Hi experts,

I am working on SAP PPM5.0.

I would like to know if it is possible to create folder template for document management at portfolio item level.

I have succeeded at project level but not at item level.

Thanks!

Sanaâ.

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  • author's profile photo Former Member
    Former Member
    Posted on Jan 06, 2014 at 06:28 PM

    Hi Sanaa,

    You should be able to create folder structures for templates in PFM. In the portal or NWBC workset/tabset for PPM, go to:

    Portfolio and Project Administration > Portfolio Management Templates

    You should, for each portfolio, be able to select a radio button for Document Templates, of which you can create Doc Templates for Items (and other PFM objects). Folders can be created in the template folder structure.

    I hope this helps!

    Lawrence


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