Individual Planning Layouts and Planner Profiles (SAP Library

Individual Planning Layouts and Planner Profiles

Use

If the standard layouts we supply are not sufficient for your requirements, you can create one of your own for your payment plan and assign it to a planner profile.

Features

Planning Layout Setup

The basic structure of each planning layout looks like this:

This graphic is explained in the accompanying text

The header area is made up of the characteristics which apply to planning as a whole. These specifications are the result of the General Selections you must make in the planning layout.

Example

Examples of header characteristics in payment planning include the period, fiscal year, WBS element/WBS element group, or the transaction currency.

These characteristics always appear in the header area of the overview screen, and in the initial screen for payment planning if you define one or two variables for the characteristics.

The key columns contain the objects to be planned. You can define a number of key columns. You set up the key columns based on characteristics prescribed by the system. The key columns determine what the lines in the planning layout contain.

Possible characteristics for the key columns are the commitment item or the commitment item and transaction currency.

The value columns are where the actual planning takes place. You enter the plan values here.

The value columns are comprised of:

Characteristics.
Attributes
Formulas

You make the settings for the three areas of the planning layout in Project System customizing. Choose Payments ® Planned Payments ® Manual Payment Planning ® Create User-Defined Planning Layouts for Payment Planning.

Once defined, layouts can only be changed in customizing, not in the planning process itself. In customizing, you also define the order in which the characteristics are displayed.

Assigning Planning Layouts to Planner Profiles

The planner profile controls how payment planning is processed. The standard system we deliver contains a series of planner profiles for payment planning. you can recognize them by their identifier ("SAPALL").

Before creating your own planner profile, you must create all the planning layouts you want to assign to it. You make the settings for the three areas of the planning layout in Project System customizing. Choose Payments ® Planned Payments ® Manual Payment Planning ® Create User-Defined Planning Layouts for Payment Planning.

You make the settings in the manual payment planning section of Project System customizing.

First, create an authorization group under Create Authorization Groups for Planner Profiles. You can define each group as you want.

In the next step, choose Maintain Own Planner Profiles.

Under General Planner Profiles, enter a planner profile for payment planning. The planner profile determines what planning layouts can be accessed in payment planning.

You can also assign the planner profile to an authorization group. By so doing, you stipulate which user can access which planner profile and which planning layouts.

In Payment Planning Layouts you can store as many planning layouts as you want for each planner profile used in payment planning. It is here that you also determine the order in which the planning layouts are accessed in payment planning.
You can enter default data in your planning layouts. You maintain the data for the various planning layouts under Preparametrization. You stipulate whether this data can be overwritten or not Payment Planning Layouts.

Notes

For detailed information on the Customizing steps involved, read the documentation for the relevant steps in the Project System IMG.