1. SAP Glossary
  2. Energy Portfolio Management
  3. portfolio reference type


What is portfolio reference type in SAP IS-U-EPM - Energy Portfolio Management?


SAP Term: portfolio reference type


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  • Key Concepts: 
    Portfolio reference type is a component of the SAP IS-U-EPM Energy Portfolio Management module. It is used to define the characteristics of a portfolio, such as the portfolio type, portfolio name, and portfolio description. It also defines the portfolio's relationship to other portfolios and its associated business processes. 
    
    How to use it: 
    Portfolio reference type is used to create and manage portfolios in the SAP IS-U-EPM Energy Portfolio Management module. To create a portfolio, users must first define the portfolio reference type. This includes specifying the portfolio type, name, and description. Once the reference type is created, users can then create portfolios based on this reference type. 
    
    Tips & Tricks: 
    When creating a portfolio reference type, it is important to ensure that all of the necessary information is included. This includes specifying the portfolio type, name, and description. Additionally, users should ensure that all of the necessary relationships between portfolios are defined in order to ensure that all business processes are properly linked. 
    
    Related Information: 
    For more information on how to use the SAP IS-U-EPM Energy Portfolio Management module, please refer to the official SAP documentation. Additionally, there are many online resources available that provide tutorials and tips on how to use this module effectively.
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