Financial Planning Category (Item) (SAP Library - Project and Portfolio Management)

Financial Planning Category (Item)

You can use this Web application to view costs associated with the current item, grouped in various categories and displayed as a tree, either by financial categories or financial views. You can also drill down to the Groups view, where you can enter costs.

Below is a list of the fields that are initially displayed when you create a bucket or item. These fields are predefined in Financial and Capacity 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. Also, 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 an item. If this field is blank, the system uses the period breakdown from the parent bucket. This governs the interval between the time periods in the table below.
Currency	Displays the currency that you specify when you create an item. If this field is blank, the system uses the currency specified for the parent bucket. The cost figures that you enter in the table below are recorded in this currency.

The next level contains two radio buttons:

Radio Button	Explanation
Financial Categories	Select this option to display the corresponding table. 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	Select this option to display the corresponding table. The table is structured in the form of a tree, whereby the first level shows the configured planning types and the second level shows the categories.

The next table down displays the categories and corresponding period-specific costs as follows:

Field	Explanation
Time Line	Displays the time line visible in the table below. You specify the default number of periods during configuration.
	Periods Shown	If the time line entered is greater than the maximum time line currently available, the time line is corrected to show the current maximum time line. The first and last periods are marked with an asterisk in their column headers.
	Column Navigation	If the time line is grater than the default number of periods displayed, a column navigator appears at the right bottom of the table.
Category	This column lists the categories in which the costs are collected. Each category is further divided into category groups. To view or edit cost information in the category groups, click the name of the category.
Deactivated	Shows whether the category is active or has been deactivated.
Sponsor	Displays the cost center or the entity responsible for the project.
Initial Amount	Displays the initial amount allocated to this category, as entered in the category group section.
Periods	The next few columns display the periods. The time interval between the periods is governed by the Period Breakdown field and the number of time periods displayed is governed by the Periods Displayed field. The periods are named in the following format <yyyy><Period Breakdown><starting month number of this period>. An asterisk before the name denotes the first and last column.
Total for Planning Period	Displays the total costs per category for the entire planning period.
Grand Total	Displays the total costs per category for all periods, including periods that fall outside the planning period.
To enter costs against the category groups	Click the name of the category. The name is the link to the category groups.
Show All Columns	The Show All Columns button is located at the top right corner of the table.
Column Table Navigator	This function is located at the bottom right corner of the table.
Table Rows Navigations	These functions are located at the bottom left of the table.
Show All Rows	The Show All Rows button is located at the top right of the table. If the current number of rows is less than the default number of rows, all rows of the table are shown. If the current number is greater, the table contains the default number of rows.
Expand All / Collapse All	The Expand All / Collapse All button is at the top right of the table. You can use this function to expand or collapse all table nodes.
First Column Sorting	You can sort the first column by clicking the first column header.

Custom Fields

This is where you see the custom-defined fields. If you have not defined any such fields, this tray is not shown.

· When you select a category, the tray shows the custom fields for the selected category

· You can update the custom fields

· To save your changes, click Save

To cancel your changes, choose another link in the navigation bar or menu.

Chart View

The chart view shows a chart for all categories or one category by using a dropdown box. The box initially displays all categories. The view provides the following features:

● A time line display

● A dropdown box for the category

● A dropdown box for the chart views, that is a group of planning types

Optional View Settings by Administrator

The administrator of the following development components can set the initial view settings in the properties files:

● You can make the following optional settings in the Planning Dashboard development component that shows these views:

○ The number of columns initially shown (default = 6)

○ The categories or groups initially displayed – either unsorted or sorted alphabetically

● You can make the following optional settings in the Financial Planning development component:

○ The initial categories view that is displayed – either financial categories or financial views

○ The initial financial chart view

You can perform configuration settings for the planning type in the back end, such as forecast, budget, and actual. You can also configure the chart views.