Has anyone moved items from one portfolio to another by writing custom programs?

[Former Member]

Hi Everyone,

We need to completely move Items (cProjects, links, attachments, financial data, etc.) from one portfolio to another. Is there anyone who has done this before by writing custom programs possibly utilizing some SAP FMs or class methods? Thanks in advance for your help.

Best regards,

Jane

[former_member209919]

Hi Jane,

Using SAP standard funtions is not posible to move objects, you need to migrate them (create again in other portfolio and remove/lock the old ones).

Regards

[Former Member]

Hi Clara,

Thanks for the reply. I understand that standard SAP functionality doesn't support moving items from one portfolio to another and we will have to recreate them. Since we have lot of items to move between portfolios, it won't be feasible for us to manually re-create items one by one. We are considering writing custom program to move the items. Before we start doing this, I would like to find out whether there are other organizations that have done this kind of massive move of items from one portfolio to another and how they have accomplished the task without causing major issues to the system. I would like to think that we may be able to re-use some of the standard FMs in our custom program for moving the items.

Best regards,

Jane

[former_member209919]

Hi Jane,

You can create FM or programs to move your ítems, technically it is change the portfolio assigned to these objects and buckets..etc. But you are not going to find nothing standard (FM, report) related to this because this functionality doesn´t exist in PPM.

If you decide to do this in a non standard way , the most similar you are going to find is the function "move ítem from one bucket to another bucket in the same portfolio" but it is not exactly the same because this function doesn't change the portfolio.

Be in mind that also both portfolios can have different configuration.

Regards,

Clara

[Former Member]

Hi Clara,

Thanks for providing more information.

Best regards,

Jane