Working with the Planning Tool

Use

You can use the planning tool to execute the following functions in one step:

Create a plan task

Enter default parameters for the plan task

Execute planning

Working with the planning tool is a alternative method to the activities described in Setting Up Planning .

This graphic is explained in the accompanying text.

The functions of the Report Painter are limited in the planning tool. The planning tools are useful if you want to create less complex planning layouts. If, for example, you want to create planning layouts with formula rows, you should do this using the alternative individual steps.

Prerequisites

You have defined the planner profile to which you want to assign this plan task. You define planner profiles in Customizing under Financial Accounting → Special Purpose Ledger → Planning → Define Planner Profile.

Features

Screen Layout

The screen of the planning tool is made up of two areas:

Navigation and display areas

In the left area on the Plan task tab, the planner profiles with their assigned plan tasks are displayed. On the Online help tab, detailed information on the individual activities is displayed.

Entry Area

In the right side of the screen, you define your plan task and execute planning.

Activity

The planning tool contains the following functions:

You can create a plan task and assign it to an existing planner profile.

You can change an existing plan task. To do so, select a plan task in the Plan tasks tab and choose Change .

You can still use plan parameters. To import your plan parameters, choose Import Planp .. Save the imported data as a plan task.

You can select or change the characteristics and key figures for a plan task.

You can display the layout of your SAP entry screen. To do so, choose Layout .

You can complete planning, that is, you can enter the plan values. For more information, see Creating Plan Data . You can also use Microsoft Excel to enter data. To do so, select Use Excel .

This graphic is explained in the accompanying text.

You cannot use sets for periods.

Activities

You can access the planning tool by choosing Accounting → Financial accounting → Special Purpose Ledger → Planning → Plan Values → Planning Tool

This graphic is explained in the accompanying text.

Detailed information on the individual activities is displayed on the left-hand side of the screen. Choose the information button to display information of the desired field group.