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Use

Transferring planning data from a source version (reference) to a target version.

Integration

If the target version is plan-integrated, no allocation data is copied. An exception to this is scheduled actual data on the internal order.

You can use a plan integrated internal order in a version as a copy reference. To do this, you need to set the Copy indicator in the version and integrated planning needs to be active for Cost Center Accounting.

Features

For internal orders you can copy from actual to plan as well as plan to plan. When you copy from actual data to planning data, the system assigns the actual business transactions to the corresponding business transactions that can be manually planned.
For projects, you can copy from actual data to planning data.

Activities

  1. In the corresponding application menu, choose Planning ® Planning aids ® Copy planning ® Copy actual to plan/plan to plan.
  2. Select the template (actual/plan) and the target (plan) for copying.

Note

You can copy individual WBS elements and subhierarchies in projects.

  1. When you activate selection variants, you can create a variant. Choose the required selection criteria in the next screen and save the variant.

Note

The selection variants are determined according to the settings in the database profile (with hierarchies and so on) for projects.

  1. In the Existing target data group, specify whether any data that already exists in the target version should be overwritten.

Caution

If you chose Total up planning values automatically in the planning profile, this setting is not taken into account. If you wish to use this function for your copied planning, you need to activate the function again in the copy.

See also:

Notes on Copying Planning

Notes on "Copying from Actual to Plan"

 

 

 

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