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SAP Business Planning and Consolidation

Use

Product Information

Product

SAP Business Planning and Consolidation, version for the Microsoft platform

Release

10.0 SP11

Documentation Published

April 16, 2014

SAP Business Planning and Consolidation provides everything you need to meet your bottom-up and top-down financial and operational planning requirements, as well as complete consolidation and reporting through a single application and user interface.

Integration

There are two versions of Planning and Consolidation: a version for the Microsoft platform and a version for SAP NetWeaver. This help focuses on the Microsoft platform.

Two client components are included with Planning and Consolidation: a Web Client, which is installed with the Planning and Consolidation server, and an Administration Client, which requires a separate install. The Web Client is primarily for business users, while the Administration Client is primarily for administrative users.

There is a separate installation for business users that are power users - the SAP BusinessObjects EPM solutions, add-in for Microsoft Office. For more information, see the SAP BusinessObjects EPM solutions, add-in for Microsoft Office help.

Features

Security

The Security Guide provides thorough security-relevant information for this release of Planning and Consolidation. The guide is available on SAP Service Marketplace at Start of the navigation path http://service.sap.com/securityguide Next navigation step SAP BusinessObjects Next navigation step SAP BusinessObjects Enterprise Performance Management (EPM)  End of the navigation path.

Web Client

When you first open the Web Client, you are presented with the Home tab. The Home tab is always available, and contains a menu contains all components that you are authorized to access, including:

  • Start Page - Describes the initial Planning and Consolidation Web Client page. From this page, you can select from your favorite objects, create reports and workspaces, and launch client applications.

  • Processes - Provides information about using Business Process Flows (processes). For information about setting up process templates, see Business Process Flow Management.

  • Library - Provides information about how to view, edit and create objects in the Library view. You use the Library view to store and organize Planning and Consolidation objects (workspaces, reports and input forms), SAP Crystal Dashboards and books created in the EPM Add-in.

  • Documents - Provides information about using the Documents view to post, share, and retrieve files, and to manage the display of content. The Documents view contains documents that users have uploaded manually.

  • Consolidation Central - Provides information about managing consolidated data to obtain an accurate view of the financial situation of your organization.

  • Analysis - Provides information about performing automated variance analysis.

  • Audit - Provides information about reporting on system information and activity.

Administration Client

The Administration Client enables administrators to perform setup and maintenance tasks for Planning and Consolidation environments and models. For more information, see Administration.

Activities

To start the Planning and Consolidation Web Client, do one of the following:

  • From the Windows Start menu, select Start of the navigation path SAP BusinessObjects Next navigation step Planning and Consolidation Next navigation step Planning and Consolidation End of the navigation path.

  • Open a browser and connect to the URL http:// <PC_server:port>/sap/bpc, where <PC_server:port> is the server name or IP address and port number of the Planning and Consolidation application location.

    To log on directly to a specific environment, enter http:// <PC_server:port>/sap/bpc/web/ <environment ID> .

To start the Planning and Consolidation Administration Client, do the following:

  • From the Windows Start menu, select Start of the navigation path SAP BusinessObjects Next navigation step Planning and Consolidation Next navigation step Planning and Consolidation Administration End of the navigation path.

  • From the Web Client, select Start Page, then select Planning and Consolidation Administration from the Launch area.