1. SAP Glossary
  2. Portfolio Management
  3. portfolio review


What is portfolio review in SAP PPM-PFM - Portfolio Management?


SAP Term: portfolio review

  • Component: PPM-PFM

  • Component Name: Portfolio Management

  • Description: A periodic review of all items in a portfolio at a predefined time for example, quarterly, bi-annually, annually, or ad-hoc.


Smart SAP Assistant

  • Key Concepts: 
    Portfolio review is a process used in SAP Portfolio and Project Management (PPM-PFM) to evaluate the performance of projects and portfolios. It involves analyzing the current state of projects and portfolios, assessing their progress, and making decisions about their future. The goal of portfolio review is to ensure that projects and portfolios are meeting their objectives and are on track to achieve their desired outcomes. 
    
    How to use it: 
    Portfolio review is typically conducted by a team of stakeholders, including project managers, portfolio managers, and other decision makers. The team will review the current state of projects and portfolios, assess their progress, and make decisions about their future. This process can involve analyzing data from various sources, such as project plans, financial reports, customer feedback, and more. The team will then make recommendations for changes or adjustments that need to be made in order to ensure that projects and portfolios are meeting their objectives. 
    
    Tips & Tricks: 
    When conducting a portfolio review, it is important to ensure that all stakeholders are involved in the process. This will help ensure that all perspectives are taken into account when making decisions about the future of projects and portfolios. Additionally, it is important to ensure that data from various sources is analyzed in order to get a comprehensive view of the current state of projects and portfolios. 
    
    Related Information: 
    For more information on portfolio review in SAP PPM-PFM, please refer to the official SAP documentation here: https://help.sap.com/viewer/product/PORTFOLIO_AND_PROJECT_MANAGEMENT/7.5/en-US
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