Document/folder template at portfolio item level

[Former Member]

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.

[Former Member]

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

[Former Member]

Hi Lawrence,

Yes thanks a lot!

Do you know if it is possible to include folder template in a portfolio item template?

Actually when creating item template, it is not possible to add document/folder template.

Thanks!

[Former Member]

Hi Sanaa,

I tried it just now, and I'm able to copy/ "include" a folder structure from template within an Item.

Are you able to do the same?

1.  Select a document template folder structure level (right column), and click on the Copy button:

2.  Notice that its entire tree structure (from selected folder level) gets copied over to the operational item: