EPM1 Demo Script for SAP S/4HANA 2025 FPS01 Fully-Activated Appliance: Portfolio & Project Management
This demo script shows how to manage projects in SAP S/4HANA. In this scenario the examples of an IT Project and an O&G CAPEX project is used but you can also manage other types of projects such as R&D projects, maintenance projects or customer projects with this solution. Download the DocumentPUBLIC
SAP S/4HANA 2025 FPS01 Fully-Activated Appliance
April 2026
Demo Guide:
SAP Portfolio and Project Management
SAP S/4HANA 2025 FPS01 Fully-Activated Appliance
April 2026
Demo Guide:
SAP Portfolio and Project Management
Table of Contents
1 How Can This Script Be Used? 3
1.1 Passwords for the pre-configured demo users 3
2 SAP Portfolio and Project Management for SAP S/4HANA 4
2.1 Overview 4
2.2 Review Item Dashboard and Bucket Structure 4
2.3 Create New Proposal Item 7
2.4 Detailed Assessment of New Proposal Item 12
2.5 Review and Release of New Proposal Item 18
2.6 Project Planning 24
2.7 Staffing via Resource Manager 30
2.8 Authorizations, Project Release, and Baseline 34
2.9 Task Management and Time Recording 37
2.9.1 Optional: Time Recording via SAP GUI 43
2.9.2 Optional: Transfer Recorded Time to PPM and FI-Controlling 45
2.9.3 Transfer Actuals Costs to PPM Financial Planning 47
2.10 Project Monitoring 49
2.11 Portfolio Monitoring 54
2.12 Decision Point Closing 57
2.13 Project Phase Closure 59
3 SAP Portfolio and Project Management for SAP S/4HANA – Oil & Gas CAPEX scenario 61
3.1 Overview – Oil & Gas CAPEX scenario 61
3.2 Review Bucket Structure 61
3.3 Create New Proposal Item 62
3.4 Questionnaire, Risk, Classification and Request Budget in Financial Planning 65
3.5 Review of New Proposal Item and Approval of Decision Point 69
3.6 Create and release PS Project, transfer Budget Approved to PS 76
3.7 Display Original Budget 80
3.8 Create Purchase Order and Post Goods Receipt 81
3.9 Time Recording 91
3.10 Transfer Actuals Costs to PPM Financial Planning 94
4 Summary 97
Document History
Revision Date Change
1.0 April 2024 Release for customer – SAP S/4HANA 2023 FPS01
1.1 December 2024 Release for customer – SAP S/4HANA 2023 FPS02
1.2 April 2025 Release for customer – SAP S/4HANA 2023 FPS03
1.3 April 2026 Release for customer – SAP S/4HANA 2025 FPS01
1 How Can This Script Be Used? 3
1.1 Passwords for the pre-configured demo users 3
2 SAP Portfolio and Project Management for SAP S/4HANA 4
2.1 Overview 4
2.2 Review Item Dashboard and Bucket Structure 4
2.3 Create New Proposal Item 7
2.4 Detailed Assessment of New Proposal Item 12
2.5 Review and Release of New Proposal Item 18
2.6 Project Planning 24
2.7 Staffing via Resource Manager 30
2.8 Authorizations, Project Release, and Baseline 34
2.9 Task Management and Time Recording 37
2.9.1 Optional: Time Recording via SAP GUI 43
2.9.2 Optional: Transfer Recorded Time to PPM and FI-Controlling 45
2.9.3 Transfer Actuals Costs to PPM Financial Planning 47
2.10 Project Monitoring 49
2.11 Portfolio Monitoring 54
2.12 Decision Point Closing 57
2.13 Project Phase Closure 59
3 SAP Portfolio and Project Management for SAP S/4HANA – Oil & Gas CAPEX scenario 61
3.1 Overview – Oil & Gas CAPEX scenario 61
3.2 Review Bucket Structure 61
3.3 Create New Proposal Item 62
3.4 Questionnaire, Risk, Classification and Request Budget in Financial Planning 65
3.5 Review of New Proposal Item and Approval of Decision Point 69
3.6 Create and release PS Project, transfer Budget Approved to PS 76
3.7 Display Original Budget 80
3.8 Create Purchase Order and Post Goods Receipt 81
3.9 Time Recording 91
3.10 Transfer Actuals Costs to PPM Financial Planning 94
4 Summary 97
Document History
Revision Date Change
1.0 April 2024 Release for customer – SAP S/4HANA 2023 FPS01
1.1 December 2024 Release for customer – SAP S/4HANA 2023 FPS02
1.2 April 2025 Release for customer – SAP S/4HANA 2023 FPS03
1.3 April 2026 Release for customer – SAP S/4HANA 2025 FPS01
© 2026 SAP SE or an SAP affiliate company. All rights reserved. See Legal Notice on www.sap.com/legal-notice for use terms, disclaimers, disclosures, or restrictions related to this material. 3
1 How Can This Script Be Used?
This demo script has been written for usage with the SAP S/4HANA Fully-Activated Appliance, further referred to as “appliance”,
hence you will need such an appliance to make use of this guide.
The appliance can be brought up in two ways, and the demo scenario in this script is largely the same for both:
1. Via SAP Cloud Appliance Library (hosted on cloud providers)
You need a cloud provider account at AWS, MS Azure, or GCP. With this, you can deploy the appliance within 1-2 hours from
https://cal.sap.com > Appliance Templates.
2. Via installing it on your own on-premise hardware.
You need to provide your own hardware, and order & install the appliance as explained in SAP Note 2041140.
If you are new to the SAP S/4HANA Fully-Activated Appliance, introductory information can be found here:
SAP S/4HANA Fully-Activated Appliance: Create your SAP S/4HANA system in a fraction of the usual setup time/
Important:
Before you start your demo, please read SAP S/4HANA Fully-Activated Appliance: Demo Scripts for information about necessary
preparations, especially any post-deployment steps to ensure the full functionality of your appliance. These steps are covered in
sections;
B) General Remarks
C) Post-deployment Steps
D) Log-on to the system
Besides this, you will also find links to all demo scripts on this page.
1.1 Passwords for the pre-configured demo users
Please contact your company’s system administrator for your company-specific demo user passwords. Demo users provided in
the appliance which are used for the Demo Scripts were delivered with the password “Welcome1”, however SAP recommends
changing these.
If you experience user/logon issues, please contact your team’s SAP S/4HANA Appliance system administrator.
1 How Can This Script Be Used?
This demo script has been written for usage with the SAP S/4HANA Fully-Activated Appliance, further referred to as “appliance”,
hence you will need such an appliance to make use of this guide.
The appliance can be brought up in two ways, and the demo scenario in this script is largely the same for both:
1. Via SAP Cloud Appliance Library (hosted on cloud providers)
You need a cloud provider account at AWS, MS Azure, or GCP. With this, you can deploy the appliance within 1-2 hours from
https://cal.sap.com > Appliance Templates.
2. Via installing it on your own on-premise hardware.
You need to provide your own hardware, and order & install the appliance as explained in SAP Note 2041140.
If you are new to the SAP S/4HANA Fully-Activated Appliance, introductory information can be found here:
SAP S/4HANA Fully-Activated Appliance: Create your SAP S/4HANA system in a fraction of the usual setup time/
Important:
Before you start your demo, please read SAP S/4HANA Fully-Activated Appliance: Demo Scripts for information about necessary
preparations, especially any post-deployment steps to ensure the full functionality of your appliance. These steps are covered in
sections;
B) General Remarks
C) Post-deployment Steps
D) Log-on to the system
Besides this, you will also find links to all demo scripts on this page.
1.1 Passwords for the pre-configured demo users
Please contact your company’s system administrator for your company-specific demo user passwords. Demo users provided in
the appliance which are used for the Demo Scripts were delivered with the password “Welcome1”, however SAP recommends
changing these.
If you experience user/logon issues, please contact your team’s SAP S/4HANA Appliance system administrator.
© 2026 SAP SE or an SAP affiliate company. All rights reserved. See Legal Notice on www.sap.com/legal-notice for use terms, disclaimers, disclosures, or restrictions related to this material. 4
2 SAP Portfolio and Project Management for SAP
S/4HANA
2.1 Overview
This demo script leads you through a typical end-to-end process for managing projects in SAP S/4HANA. In this
scenario, the example of an IT Project is used to showcase the solution capabilities, but you can also manage other
types of projects such as R&D projects, customer projects, and capital and maintenance projects using this solution.
The process starts in portfolio management where the user creates a project request by providing information about
the expected time frame and the financial and capacity demands of the future project. In a review session, the
stakeholder will evaluate and rank multiple project proposals against each other using questionnaires and scoring
methods. Based on the result, the user will approve the project proposal and create an operational project in project
management.
Next, the Project Manager will start planning and scheduling detailed project tasks, while specifying the required
project roles. A Resource Manager will review the resource demand for the project and assign a named resource out
of his or her resource pool. Before the Project Manager releases the project for execution, he or she will set the
authorizations and create a base line version, which will later be used to compare actuals vs. planned values.
Project team members can find the tasks assigned to them in the “My Task List” app. During the project execution
phase, each member can record his or her time spent on the project. This data will automatically transfer to the
Finance module and lead to actuals costs in the financial planning of the portfolio item. With the Project Management
solution, the Portfolio Manager can closely track the progress and cost performance of the project.
Upon approval of the last decision point and generation of the project status report, the project is closed and locked
against further changes.
2.2 Review Item Dashboard and Bucket Structure
What to Do What You Will See
Open the Fiori
Launchpad and log on
as a Portfolio Manager.
User: S4H_PPM_PFM
Password: Welcome1
Choose the Portfolio
Items app (in the
Portfolio Management
group).
2 SAP Portfolio and Project Management for SAP
S/4HANA
2.1 Overview
This demo script leads you through a typical end-to-end process for managing projects in SAP S/4HANA. In this
scenario, the example of an IT Project is used to showcase the solution capabilities, but you can also manage other
types of projects such as R&D projects, customer projects, and capital and maintenance projects using this solution.
The process starts in portfolio management where the user creates a project request by providing information about
the expected time frame and the financial and capacity demands of the future project. In a review session, the
stakeholder will evaluate and rank multiple project proposals against each other using questionnaires and scoring
methods. Based on the result, the user will approve the project proposal and create an operational project in project
management.
Next, the Project Manager will start planning and scheduling detailed project tasks, while specifying the required
project roles. A Resource Manager will review the resource demand for the project and assign a named resource out
of his or her resource pool. Before the Project Manager releases the project for execution, he or she will set the
authorizations and create a base line version, which will later be used to compare actuals vs. planned values.
Project team members can find the tasks assigned to them in the “My Task List” app. During the project execution
phase, each member can record his or her time spent on the project. This data will automatically transfer to the
Finance module and lead to actuals costs in the financial planning of the portfolio item. With the Project Management
solution, the Portfolio Manager can closely track the progress and cost performance of the project.
Upon approval of the last decision point and generation of the project status report, the project is closed and locked
against further changes.
2.2 Review Item Dashboard and Bucket Structure
What to Do What You Will See
Open the Fiori
Launchpad and log on
as a Portfolio Manager.
User: S4H_PPM_PFM
Password: Welcome1
Choose the Portfolio
Items app (in the
Portfolio Management
group).
© 2026 SAP SE or an SAP affiliate company. All rights reserved. See Legal Notice on www.sap.com/legal-notice for use terms, disclaimers, disclosures, or restrictions related to this material. 5
What to Do What You Will See
The Portfolio Items
view shows a list of all
existing items.
Choose Standard View
from the View
dropdown list.
Select different views
to display, filter and
sort Portfolio Items.
Choose Back to return
to the dashboard.
Choose the Buckets
app.
This structure
represents the
hierarchal structure of
portfolio planning.
What to Do What You Will See
The Portfolio Items
view shows a list of all
existing items.
Choose Standard View
from the View
dropdown list.
Select different views
to display, filter and
sort Portfolio Items.
Choose Back to return
to the dashboard.
Choose the Buckets
app.
This structure
represents the
hierarchal structure of
portfolio planning.