Financial Planning Groups (Bucket)
Use
You can use this Web application to view, enter, or edit costs associated with the current category, divided into its category groups, either by financial category or by financial views.
You navigate to this view by choosing Portfolio Management → Portfolio Management. Choose Portfolio Structure of Buckets. Select a bucket. Choose Financial Planning. Click a Financial Category link. You can see the details of the category in the Financial Planning: Category Groups view.
Prerequisites
You have defined the following fields that are initially displayed when you create a bucket. You have defined them in Customizing, by choosing SAP xApp Resource and Portfolio Management (SAP xRPM) → Base System Interfaces → Financial Planning Settings → Define Financial Planning Settings.
Field |
Explanation |
Current Planning Period |
Displays the start and end dates for financial planning, which you specify when you create a bucket. This influences the first period displayed in the table below. Furthermore, the Total for the Planning Period field uses this period to calculate the totals. |
Period Breakdown |
Displays the period breakdown that you specify when creating a bucket. This governs the interval between the time periods in the table below. |
Currency |
Displays the currency that you specify when you create a bucket. The cost figures that you enter in the table below are recorded in this currency. |
Financial Category |
Displays the category selected on the previous screen. The category groups displayed in the column below refer to this category. |
Features
You can select between the following views:
Radio Button |
Explanation |
Financial Categories |
The table is structured in the form of a tree, whereby the first level shows the categories and the second level shows the configured planning types. |
Financial Views |
The table is structured in the form of a tree, whereby the first level displays the configured planning types and the second level displays the categories. Unlike the Financial Categories view, you can update any custom fields that exist in the Financial Views view. |
The table displays the groups and corresponding period-specific costs as follows:
Field |
Explanation |
|
Timeline Displayed |
Displays the timeline visible in the table. You specify the default number of periods during configuration. |
|
Add Periods |
If the timeline display is greater than the current maximum time line display, when you click Apply, periods are added accordingly. |
|
Column Navigation |
It the timeline is greater than the default number of periods displayed, a column navigator appears at the bottom right of the table. |
|
Calculate Totals |
In the table, the uppermost row displays period totals and the last two columns display group totals. Click this button to calculate the totals. |
|
Copy Group |
To copy a group, select a group and click Copy Group. The copied group is active for the session. To make the copied group permanent, click Save. This button is enabled in the Financial Categories view. If you select this button, it is disabled until you save the change. The button is always disabled in the Financial Views view. |
|
Delete Copied Group |
To delete a group, select the group and click Delete Copied Group. You can only delete groups that you copied. The group is deleted for the session. To make the deletion permanent, click Save. This button is enabled in the Financial Categories view. If you select this button, it is disabled until you save the change. The button is always disabled in the Financial Views view. |
|
Category Group |
Lists the group for which the resources are collected. You can enter the resources in the various periods for each group. |
|
Deactivated |
Shows whether the group is active or has been deactivated. |
|
Sponsor |
Displays the cost center or the entity responsible for the project. |
|
Initial Amount |
Enter or view the initial amount allocated to this group. |
|
Periods |
The next few columns display the periods. The time interval between the periods is governed by the Period Breakdown field and the Periods Displayed field determines the number of time periods displayed. The periods are named in the following format <yyyy><Period Breakdown><starting month number of this period>. Enter or view costs for the respective periods. An asterisk before the name denotes the first and last column. |
|
Total for Planning Period |
Displays the total costs for the group within all periods in the planning period. |
|
Grand Total |
Displays the total cost for the group within all periods, including those that lie outside the planning period. |
|
Column Table Navigator |
The column table navigator is located at the bottom right of the table. It shows if necessary. |
|
Table Rows Navigations |
These functions are located at the bottom left of the table. |
|
Expand All / Collapse All |
Expand All or Collapse All is located at the top right of the table. You can use this function to expand or collapse all table nodes. |
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First Column Sorting |
You can sort the first column by clicking the first column header. |
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Select Group
The first column of each row has a checkbox that is used for selecting the group in that row.
● To select a single group from a list, select the corresponding checkbox
● To select multiple groups, hold down the CTRL key and select the checkboxes corresponding to the required groups
● To select a block of groups, hold down the SHIFT key and select the first and last group of the block
View Chart
The chart view shows a chart for either all categories or a single category; you determine what is displayed using a dropdown box. The view initially displays all categories. The view provides the following features:
● A timeline display
● A dropdown box for the financial category
● A dropdown box for category groups
● A dropdown box for the chart views, that is a group of planning types