How To Fix TE821 - No base portfolios exist for portfolio hierarchy &

SAP Error Message - Details

• Message type: E = Error

• Message class: TE - Market Risk Management

• Message number: 821

• Message text: No base portfolios exist for portfolio hierarchy &

What causes this issue?

Limited portfolio hierarchies should be generated on the existing basis
portfolio hierarchy. No basis portfolio containing at least one object
was found for the given hierarchy definition. For this reason no
hierarchy could be generated.

System Response

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

How to fix this error?

Please generate the necessary basis portfolio by maintaining the
finance object, or change the definition of the portfolio hierarchy.

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message TE821 - No base portfolios exist for portfolio hierarchy & ?

  The SAP error message TE821, which states "No base portfolios exist for portfolio hierarchy &," typically occurs in the context of SAP Portfolio and Project Management (PPM). This error indicates that the system is unable to find any base portfolios associated with the specified portfolio hierarchy. Here’s a breakdown of the cause, potential solutions, and related information:
  Cause:
  
  Missing Base Portfolios: The primary reason for this error is that there are no base portfolios defined for the specified portfolio hierarchy. A base portfolio is essential for the hierarchy to function correctly.
  Incorrect Hierarchy Configuration: The portfolio hierarchy may not be set up correctly, or it may not be linked to any base portfolios.
  Authorization Issues: Sometimes, the user may not have the necessary authorizations to view or access the base portfolios.
  Data Consistency Issues: There may be inconsistencies in the data or configuration that prevent the system from recognizing the base portfolios.
  
  Solutions:
  
  
  Check Base Portfolios:
  
  Navigate to the relevant transaction (e.g., CVI1 for creating base portfolios) and verify if any base portfolios exist for the specified hierarchy.
  If none exist, create the necessary base portfolios and link them to the hierarchy.
  
  
  
  Review Hierarchy Configuration:
  
  Use transaction CVI2 to check the configuration of the portfolio hierarchy. Ensure that it is correctly set up and linked to the appropriate base portfolios.
  
  
  
  Authorization Check:
  
  Ensure that the user has the necessary authorizations to access the portfolio hierarchy and its associated base portfolios. This may involve checking roles and permissions in the user profile.
  
  
  
  Data Consistency Check:
  
  Run consistency checks or reports to identify any data issues that may be causing the error. This can help in identifying orphaned or incorrectly linked portfolios.
  
  
  
  Consult Documentation:
  
  Refer to SAP documentation or help resources for specific guidance on managing portfolio hierarchies and base portfolios.
  
  
  
  Contact SAP Support:
  
  If the issue persists after checking the above points, consider reaching out to SAP support for further assistance. They may provide insights based on the specific configuration and version of your SAP system.
  
  
  
  Related Information:
  
  Transaction Codes: Familiarize yourself with relevant transaction codes such as CVI1, CVI2, and CVI3 for managing portfolios and hierarchies.
  SAP Notes: Check for any SAP Notes related to this error message, as they may provide patches or additional guidance.
  User Forums: Engage with SAP community forums or user groups where similar issues may have been discussed, and solutions shared.
  
  By following these steps, you should be able to diagnose and resolve the TE821 error in your SAP system.