1. SAP Glossary
  2. Portfolio Management
  3. project template name


What is project template name in SAP PPM-PFM - Portfolio Management?


SAP Term: project template name

  • Component: PPM-PFM

  • Component Name: Portfolio Management

  • Description: A name given to a project template. When you create a project template, the project template name can be any name within the restricted number of characters.


Smart SAP Assistant

  • Key Concepts: 
    A project template name is a unique identifier used to identify a project template in SAP Portfolio and Project Management (PPM-PFM). It is used to store the project's settings, such as the project type, duration, and budget. The project template name is also used to create new projects based on the template.
    
    How to use it: 
    To create a project template name, go to the Project Template tab in SAP PPM-PFM. Select the “Create” button and enter a unique name for the template. Once the template is created, you can configure the settings for the project, such as the project type, duration, and budget. Once you have saved the settings, you can use the project template name to create new projects based on this template.
    
    Tips & Tricks: 
    When creating a project template name, make sure that it is unique and easy to remember. This will make it easier to find and use when creating new projects. Additionally, make sure that all of the settings for the project are configured correctly before saving the template. This will ensure that all of your projects created from this template will have the same settings.
    
    Related Information: 
    For more information on creating and using project templates in SAP PPM-PFM, please refer to SAP’s official documentation here: https://help.sap.com/viewer/product/SAP_PORTFOLIO_AND_PROJECT_MANAGEMENT/7.5/en-US
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