Mass Project(Phase) upload from excel

[Former Member]

Hi,

We are on PPM5.0, SP04

We are able to use the mass upload templates (for Item, Initiatives). The initiative template provides the option to set the status. Accordingly, we are able to set approvals across Decision Points.

However, we don't see a way to assign approvals to Phases. We have decision points linked to phases, and when uploading thousands of legacy projects/items to PPM, we would need to have the Phases approved.

Question

- Is there a way to set "Status" to Phases through mass upload?

- Is there a way to approve phases in cProjects through the mass upload?

Because the upload allows setting approvals for Decision Points, we presume that there must be a way to apporve phases as well. We, however, have not been able to figure this out so far.

Please advise.

[mariano_sabiche · Accepted solution]

Deepak

You have the field Status "STATUS" in the upload process Excel File.

SPRO -> SAP Portfolio and Project Management -> Portfolio Management -> Utilities -> Transfer Data to SAP Portfolio and Project Management -> "Import from Microsoft Excel to Items"

1) First you have to "Configure Fields for Mass Import".

2) Select the Objetct "RIH_DP_DET" (Item Decision Point)

3) List the fields

ITEM_ID

DECISION_ID

NAME

STATUS

ACTUAL_DECISION_DATE

ACTUAL_START

ACTUAL_FINISH

FORECAST_DEC_DATE

FORECAST_START

FORECAST_FINISH

PLANNED_DECISION_DATE

PLAN_START

PLAN_FINISH

COMMENTS

RESPONSIBLE_ROLE

RESPONSIBLE_RESOURCE

4) Go to transaction RPM_DX_ITEM, complete the File type and select the option "Display DX Layout" to view the file.

5) Poppulate the Fields and complete the values for STATUS (configured).

6) Upload the file

7) Then you can login to PPM and check the Decision Point with the STATUS "Completed" checked.

For approval process, you have to configure the DFM syncronization (when status of decision point its changed, the phase change too).

If you upload all, you can use a BAPI to change the status, for example:

BAPI_BUS2173_APPR_BEGIN

BAPI_BUS2173_APPR_CANCEL

BAPI_BUS2173_APPR_CHANGE

BAPI_BUS2173_APPR_CREATE

BAPI_BUS2173_APPR_CREATE_VERS

BAPI_BUS2173_APPR_GET_DETAIL

BAPI_BUS2173_CHANGE

Hope this help you.

Best regards.

Mariano

[Former Member · Accepted solution]

Hi Mariano,

Thanks for the detailed response.

We are able to update the Decision Point status. What we are not able to update, and we need to, is the cProjects "Phase" status.

Also, we need to have approvals through the upload. We have phases with approval mandatory. This works fine for the new projects, but for the legacy projects, it'll be an impossible exercise to approve 60000 phases manually.

Hope you are aware of some solution for:

- Phase status (in Project Management)

- Phase approval (in Project Management)

Thanks.

[mariano_sabiche · Accepted solution]

Hi Deepak;

In the upload process there is not way to change the Status at the same time, if you are doing the Upload with the Excel file.

Im doing a lot of test with this, and if you want to change the Status at same time in Upload, you are not able to do it (field STSMA).

We are trying to run this process of change status with BAPI's of Objects, in a Second upload, using a program.

Example --> BAPI_BUS2173_SET_STATUS (Development Projects: Phase)

Its the only way to do it.,

I informed to SAP if there are another standard choice. Im waiting the response.

Check this thread -->

Hope this help you.

Best regards.

Mariano

[Former Member · Accepted solution]

hi

i am trying to user hte same program. It creates the items. However, the decision point and DP status is always initial. No matter what fields i give against DP id, DP name and staus the status is always the initial status.

Am i missing anything.

Pls reply.