Financial Planning (Item) 

Technical Data

Runtime Technology	Java/Web Dynpro (WAS 6.40 and higher)
Technical Name	com.sap.pct.cprxrpm.fin_plan_item_iview
Available for Portal(Release)	Enterprise Portal 7.0 (SP4)
Data Source	sap.com/xapps~cprxrpm~ui~itemfinplan ItemFinancialPlanningApp
Languages	Available in the package languages
Support	EP-PCT-RPM

Features

This iView enables financial planner users to manage financial performance at the item level. Financial Planning has two pages used to forecast, plan and compare the financial forecasts to the actual figures.

This iView allows you to review the financial planning at the item level, when it is accessed in the Item Management context. (Financial Planning is also available for planning at the bucket level, when it is accessed from the Portfolio Management context.)

Once accessed, there are financial planning views as follows:

View	Purpose
Financial Categories	Display only
Financial Planning: Category Groups	A drill down, you can update custom fields

By clicking a specific Financial Category link, you can see the details of the category in the Financial Planning: Category Groups view for the item.
The Financial Categories view allows you to display the data associated with the current item aggregated into various categories. You can navigate the columns or periods. A financial category comprises several Financial Planning: Category Groups.
The Financial Planning: Category Groups view shows the details of a category, that is, the data for the groups. In this view, you can do the following:

·        Navigate the columns

●      Update the data and the custom fields

●      Filter on the category description

●      Add more planning periods.

●      Copy a group

●      Delete a copied group

Prerequisites

The item navigation pane must be installed.

Optional Settings

The default span can be set for the desired number of columns or periods shown at start-up.