Planning Costs 

Prerequisites

To be able to plan overall costs for a project, you must first create a work breakdown structure .

Procedure

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       1.      Choose Logistics or Accounting ® Project System ® Financials ® Planning ® Costs in WBS ® Overall Values ® Change.

This brings you to the screen Change Cost Planning: Initial Screen.

       2.      Enter the necessary data.

The first time you run cost planning for a project, this automatically creates version 0.

       3.      Choose Cost Planning.

This brings you to the screen Change Cost Planning: WBS Element Overview. It shows the project, its WBS elements, and the field ready to receive overall plan values entries.

Cost planning first refers to the overall costs which may occur for a project.

In the planning profile, you can stipulate whether cost planning is possible in all WBS elements or only in those defined as planning elements. You define planning elements in the project master data (Operative Indicators).

       4.      Enter plan values in the WBS elements for which you want to plan.

       5.      Choose  Annual Overview, using quick info text Annual Overview (F2) or   Annual Values to enter the distribution of the planned values according to time.

       6.      Choose  , or using the quick info text Check (Ctrl.+F12).

The system checks your cost planning. For more information, refer to Checking Cost Planning.

       7.      Save the cost planning with  , or using quick info text Save (Ctrl.+S).