Manual Planning Integration 

Purpose

Funds and functional areas are now considered when you perform detailed Controlling (CO) and Project System (PS) cost and activity inputs planning for cost centers, internal orders, and WBS elements.

Prerequisites

You must configure the fund and functional area fields in CO manual planning by accessing the Implementation Guide (IMG) and choosing:

·        Controlling ® Cost Center Accounting ® Planning ® Manual Planning ® User-Defined Planning Layouts ® Create Planning Layouts for Cost Element Planning- ® Create Planning Layout for Cost Planning

·        Controlling ® Internal Orders ® Planning ® Manual Planning ® User-Defined Planning Layouts ® Create Planning Layouts for Cost Element Planning ® Create Planning Layout for Cost Planning

·        Project System ® Costs ® Planned Costs ® Manual Cost Planning in WBS ® Detailed Planning ® Create User-Defined Planning Layouts for Detailed Planning ® Create PS Planning Cost Element/Activity Input Layouts

 

For more information on the configuration and processing of manual planning, see the Controlling and Project Systemdocumentation.

Process Flow

When you activate fund accounting and configure planning layouts to include fund and functional area, detailed cost element and activity planning provides for the movement of amounts from the sender(s) to the receiver(s), using the fund(s) and functional area(s) specified in the line items.

You must enter the fund and functional area directly in each line item. Account assignments from the derivation tool are not possible. An error results if you do not specify a fund and/or functional area.

Constraints

You can configure and use funds and functional areas for detailed cost and activity input planning only, not for overall planning.