Stop googling SAP errors. Use our Free Essentials plan instead - no credit card needed. Start Now

Close
  1. SAP Glossary
  2. SAP BusinessObjects Financial Consolidation
  3. portfolio occurrence


What is portfolio occurrence in SAP EPM-FC - SAP BusinessObjects Financial Consolidation?


SAP Term: portfolio occurrence


Smart SAP Assistant

  • Key Concepts: 
    Portfolio Occurrence is a feature of SAP BusinessObjects Financial Consolidation (EPM-FC) that allows users to manage multiple portfolios of data. It enables users to create, edit, and delete portfolios, as well as assign them to different users. This feature also allows users to view and analyze data from multiple portfolios in one place. 
    
    How to use it: 
    To use the Portfolio Occurrence feature, users must first create a portfolio. This can be done by selecting the “Create Portfolio” option from the main menu. Once the portfolio is created, users can assign it to different users and add data to it. Users can also edit and delete portfolios as needed. 
    
    Tips & Tricks: 
    When creating a portfolio, it is important to give it a descriptive name so that it is easy to identify later on. Additionally, it is important to assign the correct permissions to each user so that they can access the data they need. 
    
    Related Information: 
    The Portfolio Occurrence feature is closely related to other features of SAP BusinessObjects Financial Consolidation such as Data Management and Reporting. These features allow users to manage and analyze data from multiple portfolios in one place. Additionally, users can use the Portfolio Occurrence feature in conjunction with other features such as Data Security and User Management for added security and control over their data.
    • Do you have any question about this SAP term?


      Upgrade now to chat with this SAP term.

Related SAP Glossary Terms

Click the links below to see the following related SAP glossary terms:
Rating
ERPlingo simplifies finding the accurate answers to SAP message errors. I now use every week. A must have tool for anyone working with SAP! Highly recommended!
Rate 1
Kent Bettisworth
Executive SAP Consultant