Creating Initiatives Using Planning and Consolidation Data

Prerequisites

The system administrator has configured the application for a Planning and Consolidation integration. For more information, see the SAP Library at Start of the navigation pathhttp://help.sap.com Next navigation step Analytics Next navigation step All ProductsEnd of the navigation path. Then filter on Financial Information Management. Choose SAP BusinessObjects Financial Information Management 10.0: Supplement for SAP BusinessObjects Strategy Management 10.0.

You are the strategy management administrator or an initiatives administrator (a user in a role with permission to create initiatives). If the Add Initiative link is unavailable to you, it means you do not have the correct permissions.

Context

You can create initiatives whose actual and budget values are based on SAP BusinessObjects Planning and Consolidation data, if that application is implemented on your system.

Procedure

  1. Create the basic initiative and save it. For information about creating an initiative, see Creating an Initiative.
  2. Select the initiative and click Edit.
  3. Go to Budget and Schedule.
  4. Select Use the Value from Planning and Consolidation next to one or both the Actual and Budget fields, and then click Load Data.
  5. The Financial Information Management (FIM) application is started in a second browser to acquire the appropriate data for the fields. Log into FIM.
  6. To create a new job, click New.
  7. Enter the job name and description and click Next.
  8. Add users to the job and click Next.
  9. Select the data store and model for the source and click Next.
  10. Select the data store for the target. Then select the Initiatives radio button, and select the context and initiative to load, and click Next.
  11. Map the source with target initiative and click Finish.
  12. Run the job in FIM, and then exit from FIM.
  13. Save your changes in the Initiatives tab.