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Web Applications Financial Planning (Item)  Locate the document in its SAP Library structure

Technical Data

Runtime Technology

Java/Web Dynpro (WAS 6.40 and higher)

Technical Name

Available for Portal(Release)

Enterprise Portal 7.0 (SP4)

Data Source ItemFinancialPlanningApp


Available in the package languages




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:



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


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.


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