IM Information System

Purpose

The Investment Management (IM) component has an Information System to assist in planning and monitoring investment programs in your enterprise.

Features

The Information System for investment programs contains drilldown reports for the analysis of plan, budget and actual values in investment programs and the measures and appropriation requests that belong to them (reports from investment program viewpoint). In addition, there are reports for evaluating master data and plan values of appropriation requests, independent of the investment program (reports from appropriation request viewpoint).

For reporting on measures, the Information Systems of CO - Overhead Cost Controlling (CO-OM-OPA) and Project System (PS) are integrated in the IM Information System. For more information, see the documentation for these components.

From the perspective of assets, there are reports for the depreciation forecast, and those that show the origin of debits that were settled to assets. The depreciation forecast in the IM Information System integrates Asset Accounting and Investment Management. As a result, it is possible to include already capitalized assets, along with planned investments, in the depreciation forecast.

Note Note

End of the note.

  • The IM Information System consists of two area menus. There is one for reports from the investment program viewpoint, and one for reports from the appropriation request viewpoint. You can modify and expand these area menus as needed (refer to the Implementation Guide under Start of the navigation path Investment Next navigation step Programs Next navigation step Information System Next navigation step or Next navigation step Appropriation Requests Next navigation step Information System End of the navigation path .)

  • Reports for investment programs show all value categories of the investment program (overall values, balance forward, and so on). For more information, see Value Categories of Investment Programs .

  • If you use the functions for transfer prices, please keep in mind: Reports for investment programs (refer to Reporting from Investment Program Viewpoint ) show only the legal valuation of the assigned investment measures (orders or WBS elements). These reports cannot show other valuations, such as the group valuation, or valuation for the profit center.