SAP Investment Management (IM): Using an old product in a new way

SAP IM for Capital Appropriation Requests

SAP PPM vs IM: Sometimes IM is the better option

Just prior to COVID my colleague Michael Cate and I co-presented a customer case study on using the Investment Management (IM) module with a custom web front-end to manage capital appropriations.

Our client had an old capital appropriation tool they used to route AFE’s across the organization, culminating in the creation of a WBS structure for controlling the capital expenditure.

Initial thoughts were for a PPM implementation, but it turned out that was too much technology for the requirement. We ended up using the Investment Management module with a web front-end to the Appropriation Request. A simple and elegant solution that was extremely cost effective. Sometimes less is more!

This presentation documents the background, decision-making process and final solution

IM with a web front-end


Click here to access the full presentation

If you have any questions on closing your capital year-end in SAP, complete the simple form here and we will get in touch.

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Year-end Close Best Practices for Capital Projects