Portfolio object in PPM

[Former Member]

Hello,

How are you? I would like to ask you if is possible to segregate portfolios in PPM. For example, I have 5 different portfolio, but I want to create a role that let users, to administrate (write/read) only one portfolio and read everyone else.

Thank you very much!.

Regards.

[former_member226598 · Accepted solution]

Hi Faciano,

Create a Basis Role and define authorizations for that Basis Role in respective "Portfolio --> Miscellaneous Tab --> User Roles".

Rgds, Manjunadh.

[Former Member · Accepted solution]

Hi Manjunadh,

I don't understand your reply, I played with different standard roles that I have in PPM, particularlly with SAP_XRPM_ADMINISTRATOR, but with this role, I can see all portfolios or nothing. I didn't get to separate for partfolio, I think that exist (or not) an authorization object that allows to segregate portfolios, but I don't get it yet.

Thanks!

Regards.

[former_member226598 · Accepted solution]

Hi Faciano,

It is not about existing roles. New Basis roles must be created in the backend system. These roles must be assigned to the users. Also these roles must be added in the Portfolio master data as shown the Picture. From the picture below, users having 1st Role will have Admin authorization and users having 2nd role will have only Read authorization.

[Former Member · Accepted solution]

Hi Manjunadh,

Thank you very much for your reply. I will test this solution to see if it is that I need.

If I need more information, I will write here again.

Thanks again.