How To Fix AFWCH_PH002 - Portfolio hierarchy & cannot be changed (evaluation data exists)

SAP Error Message - Details

• Message type: E = Error

• Message class: AFWCH_PH - Analysis Framework: Portfolio Hierarchies

• Message number: 002

• Message text: Portfolio hierarchy & cannot be changed (evaluation data exists)

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What causes this issue?

The specified portfolio hierarchy was supposed to be changed or deleted.
However, evaluation data exists that are dependent on the nodes of the
portfolio hierarchy. If you delete the portfolio hierarchy or change the
tree structure, then you will no longer be able to access the saved
evaluation data. This is also true for archived evaluation data.
Currently, there is data that is dependent on the nodes of the portfolio
hierarchy stored in the following applications:
Report data memory (value at risk)
Final results of the results database (Risk and Portfolio Analyzer)
For details about the report data runs or the procedure for final
results that refer to the portfolio hierarchy, see the <ZK>status</>
function in the display transaction of the portfolio hierarchy. To call
this transaction, go to the area menu and choose <ZK>Evaluation Control
-> Portfolio Hierarchy -> Display</>.

System Response

The activity is terminated. The system does not change the portfolio
hierarchy, or it deletes the portfolio hierarchy.
If the definition of the portfolio hierarchy has already been changed
(for example, by a transport) and, in this step, you want to adjust the
tree structure, the system does not carry out the adjustment. Instead,
it continues to use the old tree structure. The changed definition is
ignored.

How to fix this error?

<ZU>Deleting the portfolio hierarchy</>
If you want to delete the portfolio hierarchy, you first have to delete
the dependent final results and the dependent RDM data. To do this, use
the management transaction in the relevant application. If you still
need the saved evaluation data, you should deactivate the portfolio
hierarchy and not delete it. If you do this, you can still use the
portfolio hierarchy to display the evaluation data, but the portfolio
hierarchy can then no longer be used for current evaluations.

The system issues an error message and will not allow you to continue with this transaction until the error is resolved.

<ZU>Generating the portfolio hierarchy</>
If you transport the definition of the portfolio hierarchy or if you
change an assigned characteristic hierarchy, the system should
restructure the tree structure. These definition changes would, however,
cause existing nodes to be omitted or the tree structure to be changed.
This is not permitted. You have to choose definition changes that make
just one extension to the tree structure.
The system does not generate the portfolio hierarchy and, therefore,
does not adjust the new definitions. Instead, the system updates the
tree structure on the basis of the saved definitions that were last
valid (backup version). You can display the differences between the
backup version and the changed definition by means of the <ZK>status</>
function in the display transaction of the portfolio hierarchy (choose
Evaluation Control -> Portfolio Hierarchy -> Display).
Check whether you can adjust the definition of the portfolio hierarchy
or of the characteristic hierarchy, so that it would result in only one
extension of the portfolio hierarchy. If you cannot do this, you have to
create a new portfolio hierarchy. If the old portfolio hierarchy is to
be used just to display saved evaluation data, then it should be
deactivated (choose Evaluation Control -> Portfolio Hierarchy ->
Deactivate).
<ZU>Changing the portfolio hierarchy</>
You wanted to delete the assignment of the filter to the portfolio
hierarchy. In principle, this is possible. However, the system cannot do
this because it cannot generate the portfolio hierarchy due to incorrect
definitions. See also the point on the generation of portfolio
hierarchies. You therefore have to correct the incorrect definitions
before you can delete the assignments to a filter.

Procedure for System Administrators

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message AFWCH_PH002 - Portfolio hierarchy & cannot be changed (evaluation data exists) ?

  The SAP error message AFWCH_PH002 indicates that you are trying to change a portfolio hierarchy in SAP, but the system is preventing the change because evaluation data exists for that hierarchy. This is a common issue when working with portfolio management in SAP, particularly in the context of project or investment management.
  Cause:
  The error occurs because:
  
  Existing Evaluation Data: The portfolio hierarchy you are trying to modify has associated evaluation data (e.g., performance metrics, financial data) that is preventing changes to its structure.
  Data Integrity: SAP enforces data integrity rules to ensure that changes do not lead to inconsistencies in reports or evaluations that rely on the existing hierarchy.
  
  Solution:
  To resolve this error, you can consider the following steps:
  
  
  Check for Evaluation Data:
  
  Identify the evaluation data associated with the portfolio hierarchy. This can typically be done through transaction codes related to portfolio management or by reviewing reports that utilize the hierarchy.
  
  
  
  Delete or Archive Evaluation Data:
  
  If the evaluation data is no longer needed, you may delete or archive it. This can often be done through specific transactions or programs designed for data management in SAP.
  Ensure that you have the necessary authorizations to perform these actions.
  
  
  
  Modify the Hierarchy:
  
  Once the evaluation data has been removed or archived, attempt to modify the portfolio hierarchy again.
  
  
  
  Consult Documentation:
  
  Review SAP documentation or help files related to portfolio management for specific instructions on handling evaluation data and modifying hierarchies.
  
  
  
  Contact SAP Support:
  
  If you are unable to resolve the issue, consider reaching out to SAP support or your internal SAP team for assistance. They may provide additional insights or solutions based on your specific system configuration.
  
  
  
  Related Information:
  
  Transaction Codes: Familiarize yourself with relevant transaction codes such as CJ20N (Project Builder), CJ30 (Project Planning), or S_ALR_87013558 (Portfolio Analysis) that may help you navigate and manage portfolio hierarchies and evaluation data.
  Data Management: Understand the implications of deleting or archiving evaluation data, as it may affect reporting and analysis.
  User Authorizations: Ensure that you have the necessary permissions to make changes to the portfolio hierarchy and manage evaluation data.
  
  By following these steps, you should be able to address the AFWCH_PH002 error and successfully modify the portfolio hierarchy in SAP.