1. SAP Glossary
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  3. portfolio hierarchy


What is portfolio hierarchy in SAP FS-BA-IF - Infrastructure?


SAP Term: portfolio hierarchy


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  • Key Concepts: 
    Portfolio hierarchy is a component of the FS-BA-IF Infrastructure in SAP. It is a hierarchical structure that allows users to organize and manage their portfolios. It is used to group and categorize portfolios into different levels, such as by product, customer, or region. This helps users to better understand their portfolios and make more informed decisions. 
    
    How to use it: 
    To use the portfolio hierarchy, users must first create a portfolio hierarchy in the SAP system. This can be done by selecting the “Create Portfolio Hierarchy” option from the FS-BA-IF Infrastructure menu. Once the hierarchy is created, users can then add portfolios to it by selecting the “Add Portfolio” option from the same menu. Users can also edit existing portfolios or delete them from the hierarchy. 
    
    Tips & Tricks: 
    When creating a portfolio hierarchy, it is important to consider how it will be used. For example, if the portfolio hierarchy is being used to group portfolios by product, then it should be organized in a way that makes it easy to find and access the desired product. Additionally, it is important to keep the hierarchy up-to-date so that users can quickly find what they are looking for. 
    
    Related Information: 
    For more information on portfolio hierarchies in SAP, please refer to the official SAP documentation on FS-BA-IF Infrastructure. Additionally, there are many online resources available that provide tutorials and tips on how to use portfolio hierarchies in SAP.
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