SAP Investment Management (IM)




SAP (S4HANA) Investment Management (IM) Live Training

Investment Management

SAP Investment Management (SAP IM) is a module in ERP Central Component (ECC) that helps organizations plan and manage investments and capital expenditures. The SAP IM module contains functions for managing investments in fixed assets. Financial assets, in contrast, are managed in the SAP Treasury (TR) module of SAP ECC.

Batch DateNot planned yet

Course DurationApprox. 10 Hours

 Target Audience:

  1. BE/ B.Tech/ ME/ M.Tech/MCA/MBA (Finance) Graduates/Post Graduates
  2. SAP End Users
  3. SAP ECC Experienced wanted to upskill themselves to SAP S/4 HANA
  4. Project Management Professionals
  5. SAP Consultants

Course Delivery:

  1. 10 Hours of Live Training
  2. 10 Hours of Assignments
  3. Study Material
  4. Final Test
  5. Mock interviews
  6. Course Completion Certificate


  1. Describe functions, processes and integration scenarios of SAP Investment Management (S/4HANA)
  2. Carry out necessary customizing settings in SAP IMG
  3. Overview on SAP IM-PS Investment Management Project life cycle.
  4. Explanation of FIORI standard Apps available
  5. Implementation approach of SAP Project system, required note implementation.
  6. Approach to prepare BBP, FS, UT, IT and UAT documents.


Investment Programs
  1. Investment Program
  2. Investment Program Structure
  3. Planning overview
  4. Budgeting in Investment Programs
  5. Fiscal Year Changes
  6. Authorization
  7. Status Management
  8. Upload and Download Investment Program
 Appropriation Request
  1. Processing of Appropriation Request
  2. Processing Variant
  3. Functions of Appropriation Request Type
  4. Alternate Appropriation Request
  5. Status Management
  6. Cost & Revenue Planning
  7. Approval Process for Appropriation Request
  8. Replacement by a Measure for Implementation
  9. Authorization
  10. Archiving of Appropriation Request
  11. BAPIs for Appropriation Request
 Measures (Project / Orders)
  1. Overview on Investment Management Project in Project System
  2. Investment Project Settlement Process
  3. Overview on Internal Order process

Introduction to SAP S/4HANA

  1. Introducing S/4HANA
  2. Understand SAP FIORI UX
  3. Understanding SAP Business Client

  4. Understanding SAP GUI

Project Management with SAP S/4HANA Project Systems

  1. Describing Project Management with SAP S/4HANA Project System