Planning Layout

Definition

Formula that defines which characteristics and key figures from a totals table are used to carry out planning and how the entry screen is structured during planning.

Use

It is predefined in the system that planning layouts of the Budget Control System (BCS) are based on the totals table FMBDT .

You define the following in a planning layout:

  • The characteristics and key figures you want to use to carry out your planning

  • How your entry screen is structured for planning, that is, you the layout of the characteristics and key figures.

  • Whether you want to specify particular values or intervals for your selected characteristics and key figures

  • Whether you want to include actual key figures in your planning

You define a planning layout in Funds Management (FM) Customizing under Start of the navigation path Budget Control System (BCS) Next navigation step Budgeting Next navigation step Budget Entry Next navigation step Planning Next navigation step Define Planning Layout End of the navigation path .

Planning layouts are created using the Report Painter. You can use all functions of the Report Painter when editing your planning layout. You can find more information in the documentation of the component Special Ledger under Report Painter .

Caution Caution

You cannot use sets for periods in your planning layout.

Also note that all master data used in the planning layout (fund, functional area, funded program, grant) is activated in BCS. You can find more information on the special prerequisites for planning layouts in BCS in the IMG activity Define Planning Layout .

End of the caution.

Structure

A planning layout comprises the following:

  • Header area

    The header area is defined by the general selections.

  • Lead columns

    The lead columns contain the characteristics which identify the individual lines in the planning layout, for example, the FM account assignment elements.

  • Value columns

    The value columns contain the key figure to be planned, that is, the plan values or display values, for example, the budget data of the previous year.

    Note Note

    If you want to modify the input or output value of a value column, you can define a formula definition for the value column. This is suitable for input budget which must always be entered as a negative value in planning. There is a description of how you can use a plus/minus sign change for input values via formula control under Define Planning Layout in the Customizing IMG.

    End of the note.