Introduction into Project and Portfolio Management with SAP® PPM and IM/PS


A seminar with numerous tips and design proposals for the consistent and fully integrated implementation of SAP® solutions for Project and Portfolio Management – presented by Harald Fritz , SAP® solution architect with years of experience.

Duration: 1 Day


9:00am – 5:00pm


645 EUR

1,250 EUR p/day + travel (Workshops held at client’s place)


With scope on limited resources, the requirements for an effective project and portfolio management are huge: in particular signals, that indicate time, budget and quality issues quite early in order to
start the right countermeasures, are needed. With special emphasis on this fact, SAP® AG offers modern, flexible and ergonomically advanced solutions for the strategic and operational (multi-) project and portfolio management (PPM, formerly (x)RPM/cProjects). Alternatively the SAP® Project System (PS) can be used together with the Investment Management (IM) as a classical ERP solution. Additionally, compact approaches for mid-size enterprises are presented.


Portfolio Management with SAP® PPM
  • Architecture (Big Picture)
  • Structuring of Portfolios and Buckets
  • Figuring Strategic Projects (Elements):
    • Common Data
    • Basic Data
    • Classification (Assignment to Alternative Portfolios)
    • Financial Planning
    • Capacity Planning
    • Phases (Decision Points) / Timeline
    • Dependencies
    • Object Links
    • Documents
    • Notes
    • Versions / Simulations
    • Link to Operational Projects
    • Collection and Initiatives
    • Reviews and Scenarios
    • Reporting
    • Agenda Management
Project Management with SAP® PPM
  • Architecture
  • Figuring Operational Projects:
    • Basic Data
    • Dates and Work
    • Additional Data
    • Notes
    • Documents
    • Collaborations
    • Object Links
    • Integration of SAP® DM
  • Phases
  • Checklists / -points
  • Tasks
  • Mass Change
  • Gantt Diagram
  • Multi-Project Management
  • Resource Management
  • Integration with Accounting
Classic Solution with SAP® IM/PS
    • Architecture
    • Structuring of Programs and und Positions
    • Figuring Operational Projects:
      • Project Definition
      • Networks and Activities
      • Components (External Work and Material)
      • Internal Work
  • Budget Control
Approaches for Mid-Size Enterprises: Portfolio Manager
  • Architecture
  • Structure
  • Project List
  • Basic and Additional Data
  • Financial Planning
  • Capacity Planning
  • Milestone Planning
  • Target and Roadmap Planning
  • Management Cockpit
  • Reporting

Target Audience

  • Leaders and Members of Finance / Controlling
  • Leaders and Members of Project Management
  • Leaders and Members of Project IT (esp. Business Partner and Solution Designers for Finance /
  • Controlling and Project Management)


Harald Fritz

Harald Fritz is senior SAP® project manager and partner at Conessent, focusing on telecommunication and automotive clients, who require an overall experience in project, portfolio and investment management (PPM, IM/PS). He has carried out projects for various international companies, bringing his expertise and knowledge of complex design, implementation and migration challenges gained in over a decade of managing SAP® projects. Harald studied economics and engineering with focus on production technology at the University of Karlsruhe (KIT).

Register or Enquire

Visit us and learn more about interesting and innovative topics in finance and controlling. Our practical workshops are content oriented to small groups of participants to ensure a broad space for interaction. We discuss your individual questions and tackle technical implementation. On request we can also put together individual workshop packages for you, and carry out events at your site.

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