How to use POART - Portfolio Types


SAP Transaction Code - Details

  • Transaction Code: POART

    Description: Portfolio Types

    Release: S/4HANA and ECC 6

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      Screen: 0

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    • Development Package: WPORTFOLIO

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  • SAP Tcode: POART - Portfolio Types
    
    Overview:
    The SAP transaction code POART is used to manage portfolio types in the SAP system. It allows users to create, change, and delete portfolio types. This transaction code is part of the SAP Portfolio and Project Management (PPM) module. 
    
    Functionality: 
    The POART transaction code enables users to manage portfolio types in the SAP system. It allows users to create, change, and delete portfolio types. This transaction code also allows users to assign portfolio types to projects and assign project categories to portfolio types. 
    
    Step-by-step How to Use: 
    1. Enter the transaction code POART in the command field. 
    2. Select the “Create” button to create a new portfolio type. 
    3. Enter the name of the new portfolio type and select “Save”. 
    4. To change an existing portfolio type, select the “Change” button and enter the name of the portfolio type you want to change. 
    5. Make any necessary changes and select “Save” when you are finished. 
    6. To delete a portfolio type, select the “Delete” button and enter the name of the portfolio type you want to delete. 
    7. Select “Yes” when prompted to confirm deletion of the portfolio type. 
    
    Other Recommendations: 
    It is recommended that users familiarize themselves with all of the features available in the POART transaction code before using it in order to ensure that they are able to use it effectively and efficiently. Additionally, users should always back up their data before making any changes or deletions in order to prevent any data loss or corruption.
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