Use PPP Workflow to Create Item and Project Versions

Problem

You want to automate snapshot version creation using a workflow and need guidance on how to configure this within the workflow framework.

Solution

1. Prerequisite: Maintain Permitted Version Numbers

Before configuring the workflow, ensure that permitted version numbers are defined:

  • Navigate to: SAP Portfolio and Project Management → Project Management → Structure → Define Permitted Version Numbers (Transaction code: SPRO)
  • Maintain the allowed version numbers for snapshot creation.

2. Configure BRF+ and Workflow for Snapshot Creation

Define Workflow Sequence

  • In WF_SEQUENCES, specify the sequence step after which snapshot creation should occur.
  • Example: If snapshot creation should follow version creation, maintain it as the first step and leave the final step empty if not required.


Define Workflow Step

  • In WF_STEPS, configure a step ID and mark it as a background step.


Assign Background Step

  • Maintain the step ID in WF_BACKGROUND_STEPS.
  • Provide the corresponding service function details.

Configure Service Function

  • In WF_SERVICE_FUNCTIONS, set the service function type to 2 (Custom Service Function)


Maintain Custom Service Function

  • In WF_CUSTOM_SERVICE_FUNCTION, assign the custom service function name.


Assign Snapshot Creation Class

  • Based on the use case, assign the appropriate class for the external action ID configured in the workflow step in table WF_EXTERNAL_ACTIONS:

    • Project and Item Snapshot: TX/SOL_PPP_CL_CREATE_VERSION
    • Item Only Snapshot: TX/SOL_PPP_CL_CREAT_ITEM_VER
    • Project Only Snapshot: TX/SOL_PPP_CL_CREAT_PROJ_VER

  • Provide the sequences after which step the snapshot creation should happen under WF_SEQUENCES .

See Also

Keywords

SAP PPM, Snapshot Version, Workflow Configuration, BRF+, Background Step, Version Management