Procedure documentationCreating Line Items

Prerequisites

  • You have the required roles and authorizations.

  • Financial plans linked with master project structures (also known as execution structures) are available in the system.

  • SAP BusinessObjects Analysis, edition for Microsoft Office is installed on your system.

  • You have defined the business objects for master project structures in Customizing for SAP Commercial Project Management under Start of the navigation path Master Data Next navigation step Master Project Next navigation step Define Components for Master Project Structure End of the navigation path.

  • You have made the following settings in Customizing for SAP Commercial Project Management under Start of the navigation path Project Cost and Revenue Planning End of the navigation path:

    • Define Plan Scenarios

    • Define Resource Types

    • Define Resources

    • Define Plan Types

Procedure

  1. Select the Financial Plan Item ID cell.

  2. In the Select Member dialog box, select the required financial plan item, such as a work breakdown structure element (WBSE).

  3. Repeat these steps for Resource Type, Resource, UoM (Unit of Measure), and Transaction Currency.

  4. Enter the required quantity for each month.

  5. On the Analysis ribbon, in the Financial Planning group, choose Calculate.

    If all characteristics of subordinate nodes are the same, recalculating aggregates the quantities of these subordinate nodes at all superordinate nodes in the hierarchy. These values are displayed as summary records at the superordinate node level.

  6. You can also create a number of line items and then recalculate all at once.

  7. To revert to the earlier calculations, on the Analysis ribbon, choose Back and To Previous Saved State.

  8. On the Analysis ribbon, in the Planning group, choose Save Data to transfer the data to the InfoCube.