Create/Change Planning Profile
In this step, you create new plan profiles or maintain existing ones.
You need planning profiles for the planning methods below:
- Overall planning for internal orders
- Hierarchy cost planning for projects
- Preliminary costing for production orders that do not have a quantity structure (CO production orders).
- Cost planning for investment programs or investment measures, and for appropriation requests.
- Financial budgeting
You can create new planning profiles, or change existing ones.
The following settings are important:
- Time frame
You can specify
which values are to be planned, and in which fiscal years.
- Value display
You can specify
which standard view the system is to display with the plan value, when you
call up the initial screen for planning. You can default the number of decimal
places and the display factor.
- Detail planning
This is where you
store default values for cost element planning, activity input planning, and
unit costing.
You use the plan profile to regulate the following project-specific settings:
- Planning on all WBS elements or only on planning elements
- Bottom-Up planning within hierarchical planning
- Automatic revenue planning
You can decide
whether the system updates plan revenues on the corresponding billing
elements. Where necessary, the same applies to plan payments from sales
documents that have been assigned to projects.
Prerequisites
To include the following as default values in planning, you need to do the following IMG activites and maintain the parameters.
Maintain Cost Element Groups - Primary costs
- Revenues
- To plan activity input
- For unit costing
Activities
Activities
1. Check the
planning profiles provided by the SAP standard.
2. If
necessary, change the detail settings for the existing planning profiles.
Alternatively, create new planning profiles by choosing "New
entries".
3. Assign the
planning profile to an order type, program type, appropriation request type,
project or FM area.
Additional Information
You can assign
planning profiles to a project as follows:
- As a default value in the Implementation Guide (IMG) for the Project System
- In the project
profile of a project definition (operative structures)
- In the project
profile of a standard project definition (basic data)
- In the application menu for the project system
- In the control data of the project definition, if there is planning profile was stored in the project profile (In the maintenance screen for the project definition, choose "Detail -> Control").