Project / Portfolio Management


The level of account assignment and settlement in the ERP module PS (Project System) can be managed in combination with the PPM web-solution. To do so, tasks in the PPM Project Management are linked to WBS elements in PS, which can be structured in a hierarchy. As a result of this assignment, the available budget in the PPM Portfolio Management can be monitored and controlled against the commitment and actual values on WBS elements.

If requirements on account assignment objects and settlement are low (pure cost collectors), you can link tasks in PPM Project Management with internal orders (CO) instead of WBS elements (PS). Aside the functionalities for account assignment and settlement purposes the Project System represents a ‘classical’ and independent alternative to the PPM web-solution.

WBS elements are hierarchically organized in PS in accordance with content, technical and/or organizational aspects of a particular project using the ‘Project Builder’. The result is a so-called Work Breakdown Structure (WBS). For the detailed planning and actual confirmation of dates and single tasks, so-called networks – with a further break-down into single activities – are created on the level below and linked to the relevant WBS elements. The Critical Path (CPM) can then be calculated from the arrangement of activities (predecessor/successor relationships).


The planning and assignment of resources in general happens on the level of activities. Plan, commitment and actual values are monitored against the budget values allocated to a project and distributed down to the level of single WBS elements. An automatic budget availability control is available and can be switched on if required.

Budget management in general is reflected in the module IM (Investment Management) where budget programs can be defined and hierarchically structured and divided into positions. Alongside this structure budget can be planned in a first step (bottom-up) and then be distributed down on single IM-positions in accordance with the budget decision taken.

Based on an approval step the budget is transferred from IM positions to WBS elements where it is then monitored on project level. Changes to the budget is managed and can be traced via budget returns and supplements.