POFO31 - Portfolio: Create

SAP Transaction Code - Details

• Transaction Code: POFO31

  Description: Portfolio: Create

  Release: S/4HANA and ECC 6

  Menu Path:

  • Logistics > Global Trade Management > Portfolio Management > Portfolio Maintenance > Create Portfolio

• • Program: SAPLWPOT

    Screen: 100

    Authorization Object:

  • Development Package: WPORTFOLIO

    Package Description:

    Parent Package:

  • Module/Component:

    Description:

Smart SAP Assistant

• SAP Tcode: POFO31 - Portfolio: Create

  
  Overview:
  POFO31 is a transaction code used in SAP to create a portfolio. It is used to manage and track projects, resources, and activities. It is part of the SAP Portfolio and Project Management (PPM) module. 
  
  Functionality: 
  The POFO31 transaction code allows users to create portfolios in SAP. This includes creating a portfolio structure, assigning resources, and setting up project plans. It also allows users to track the progress of projects and resources, as well as monitor the budget and timeline of projects. 
  
  Step-by-step How to Use: 
  1. Enter the POFO31 transaction code in the command field. 
  2. Enter the name of the portfolio you want to create in the “Portfolio Name” field. 
  3. Enter a description for the portfolio in the “Description” field. 
  4. Select the type of portfolio you want to create from the drop-down menu in the “Type” field. 
  5. Select a category for the portfolio from the drop-down menu in the “Category” field. 
  6. Enter a start date for the portfolio in the “Start Date” field. 
  7. Enter an end date for the portfolio in the “End Date” field. 
  8. Click “Save” to save your changes and create your portfolio. 
  
  Other Recommendations: 
  It is recommended that users familiarize themselves with all of the features available in POFO31 before creating a portfolio, as this will ensure that they are able to make use of all of its features and capabilities. Additionally, users should ensure that they have all of the necessary information before creating a portfolio, such as project plans, resource assignments, and budget information, as this will help ensure that their portfolios are properly set up and managed.