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PPM - Object Links

Former Member
0 Kudos

Hi All,

The possible mapping for the scenario mentioned below?

1) Create Portfolio

2) Create Bucket Structure for the Portfolio

3) Assign three Initiatives EX. IN1, IN2, IN3.

4) Create One Item for each Initiative IT1, IT2, IT3.

5) No Auto PS Project has to be created for this.

6) Create a PS Project manually with three top WBS Elements with subordinates and linking those WBS Elements

each to IT1-W1, IT2-W2, IT3-W3. (By std we can only assign one project definition to the portfolio Item). I

assigned this through Object Links

7) Now the dates, status and Planned/Actual Costs/Budgets should transfer to Portfolio items and also dates/status

should also get synchronized between WBS Elements and Items.

How this scenario will be possible. Is there a possiblity to synchronize the dates/status of Object linked WBS element to portfolio Item?

PS: I can create only on PS Project because of Synergy planning.

Rgds

Rambo

Accepted Solutions (1)

Accepted Solutions (1)

schneidertho
Advisor
Advisor
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Hi John,

for budgets / costs there should be no problem. They should appear on the right item.

For the rest (attributes/dates, status) I don't think it will work. You will not get this synchronized from WBS to item, but only from WBS to decision point.

You might like to try to get the information on decision point first and from there to item. But even that might be a problem (I cannot recall, if you can link the same project definition to multiple items. Also there is no standard way to synchronize data from decision point to item).

Best regards

Thorsten

Former Member
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Hi Thorsten,

Thanks for the information!!

How could it would be, if i use Object link (WBS Element) to Portfolio Item and transfer the attributes.

Normally financial data could be able to transfer but no the attributes, is there a BAdI as such which we can activate the same for the data flow from object link to portfolio Item?

What is the use of configuration "Maintain Object Synchronization Structure for Object Link Type" in the DFM settings then.

Could let me know, is there way out for this?

Rgds

Rambo

schneidertho
Advisor
Advisor
0 Kudos

Hi John,

valid questions.

re 1 (using 'object links' without DFM): I would think that you need to develop the attribute synchronization more or less from scratch in that case. We have done this for other customers before (e.g. in 4.5 when the DFM functionality was not availble for PS yet). Depending on the exact requirements, the effort can become quite significant.

re 2 (object synchronization structure): this customizing is only relevant when you use DFM. And even then I would rather not change anything there. Basically the customizing activity allows you to use different input/output structure for DFM (that might be interesting when you connect multiple ERP systems with different releases to PPM through DFM). BUt so far I had never the need to change the structures.

I hope this helps you at least a bit (even though it is not a straightforward answer).

Best regards

Thorsten

Former Member
0 Kudos

Hi Thorsten,

Could you please share the procedure, how we could develop the attribute synchronization with a development (Object Links).

Do we need activate any BAdI as such, I tried with some of the BAdI but no outcome.

Thanks in Advance and hope you share the procedure!!

Rgds

Rambo

Answers (0)