1. SAP Glossary
  2. Liquidity and Risk Management
  3. planning portfolio


What is planning portfolio in SAP FS-LRM - Liquidity and Risk Management?


SAP Term: planning portfolio


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  • Key Concepts: 
    Planning portfolio is a component of SAP FS-LRM Liquidity and Risk Management. It is a tool that helps companies to plan and manage their liquidity and risk management activities. It enables companies to create and manage portfolios of assets, liabilities, and other financial instruments, as well as to analyze their performance. The planning portfolio also provides a comprehensive view of the company's financial position, allowing for better decision-making. 
    
    How to use it: 
    The planning portfolio can be used to create and manage portfolios of assets, liabilities, and other financial instruments. It also allows users to analyze the performance of their portfolios and make informed decisions about their investments. Additionally, the planning portfolio provides a comprehensive view of the company's financial position, allowing for better decision-making. 
    
    Tips & Tricks: 
    When using the planning portfolio, it is important to keep track of all changes made to the portfolio. This will help ensure that the portfolio is up-to-date and accurate. Additionally, it is important to regularly review the performance of the portfolio in order to identify any potential risks or opportunities. 
    
    Related Information: 
    For more information on SAP FS-LRM Liquidity and Risk Management, please visit the SAP website at https://www.sap.com/products/fs-lrm.html. Additionally, there are many online resources available that provide detailed information on how to use the planning portfolio.
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