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Function documentation Interactive Planning Locate the document in its SAP Library structure

Use

In interactive planning, you plan values for key figures for selected characteristics. You use a Planning Layout to create the planning screen. The data that you can plan may be dependent on a planner profile.

Prerequisites

You have created a suitable planning layout in Customizing, and where necessary, a planner profile.

Features

Function

What you should know

Set Planner Profile

You use this function when you wish to use a planner profile to select the planning layout and the objects to be planned, and when no planner profile has been assigned to you in Customizing.

The planner profiles support the organization of the planning process, especially if planning in your enterprise is decentralized. The system administrator assigns planner profiles to certain users. The profiles contain predefined planning objects. For more information, see Planner Profile.

Change Plan Data

You use this function when you wish to enter or change plan data. You select the objects to be planned, a version, and a time period. The objects to be planned in a planning session are determined by the planning layout and also the planner profile. You can plan the values either cumulatively or per period.

In addition to the entry of values, various planning functions are available.

Seasonal Distribution:

The system distributes available data on the period screen in a similar pattern to the existing plan data (distribution key 2). Using a different distribution key, you can change the distribution of the values over the periods (see Maintaining the Distribution Key). You can use SAP-delivered distribution keys for this, or create your own distribution keys. In this way, you can, for example, set up a seasonal distribution of the plan values to the periods.

Revaluation

To revaluate the data of a column or a row using a percentage rate, you can use the function Structure link Change Values. You can also add an absolute amount to the data with the same function.

For more information about functions, see Edit Plan Data Interactively.

Display Plan Data

You use this function to select the planning objects and display the plan data for a certain version and time period.

Forecast Plan Data

You use this function to automatically forecast plan data during the planning session (see Forecast). With the forecast function, the number of periods in the reference and plan areas may be different.

You can execute the forecast by manually setting the parameters, or by basing the forecast on existing reference data (see Forecast Profile).

 

 

 

 

 

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