POFO1 - Create Portfolio


SAP Transaction Code - Details

  • Transaction Code: POFO1

    Description: Create Portfolio

    Release: S/4HANA and ECC 6

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    • Program: SAPLWPOT

      Screen: 100

      Authorization Object:

    • Development Package: WZRE_DEP

      Package Description:

      Parent Package:

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Smart SAP Assistant

  • SAP Tcode: POFO1 - Create Portfolio
    
    Overview:
    The SAP transaction code POFO1 is used to create a portfolio in the SAP system. It is a part of the Portfolio and Project Management (PPM) module, which is used to manage projects and portfolios. 
    
    Functionality: 
    The POFO1 transaction code allows users to create a portfolio in the SAP system. This portfolio can be used to manage projects, resources, and other related activities. The portfolio can also be used to track progress and performance of projects. 
    
    Step-by-step How to Use: 
    To use the POFO1 transaction code, follow these steps 
    1. Log into the SAP system. 
    2. Enter the transaction code POFO1 in the command field. 
    3. Enter the name of the portfolio you want to create in the “Portfolio Name” field. 
    4. Enter a description for the portfolio in the “Description” field. 
    5. Select a portfolio type from the drop-down list in the “Portfolio Type” field. 
    6. Select a status from the drop-down list in the “Status” field. 
    7. Click on “Save” to save your changes and create the portfolio. 
    
    Other Recommendations: 
    It is recommended that users familiarize themselves with the PPM module before using this transaction code, as it will help them understand how to use it more effectively. Additionally, users should ensure that they have all necessary permissions before attempting to create a portfolio using this transaction code.
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