Planning HR-Integrated Personnel Budget
Use
SAP provides some functions in Business Planning and Simulation (BW-PLA-BPS) for HR-integrated Personnel Budget Planning which simplify the planning process and calculate the budget required for HR expenditure on the basis of the HR data.
The HR data (full-time equivalents, cost distribution and personnel costs) that was maintained or calculated for the plan year in the OLTP system can be used as reference data for planning.
This reference data from SAP HR is stored in the InfoCubes Budget Planning: Full-Time Equivalents (0PSM_C43), Budget Planning: Cost Distribution (0PSM_C45) and Budget Planning: Requirement – Real Values (0PSM_C47). Default values can be used for person and position requirements. They cannot be loaded from the OLTP using an InfoSource. They have to be entered manually using a layout in BW-PLA-BPS.
The cost distribution and the required budget for persons and positions is calculated on the basis of the full-time equivalents using a planning function. The result of the calculation is stored in InfoCube Budget Planning: HR Result (0PSM_C48). The FM account assignments were already added to these data records (call FM DERIVE from the OLTP system). If posting and budget objects should be used, the data is saved in this InfoCube with the assignment of the posting object. This HR result is updated in the InfoCube Planned Budget (BCS) 0PU_C31 using additional BW-PLA-BPS functions. This InfoCube is also used as a data store for budget planning. During the update, the budget object is derived from the posting object if this function is used. The budget required for HR determined in this way is then transferred to the InfoCube Planned Budget (BCS) 0PU_C31). You can use the InfoCube Origin of Budget (0PSM_OOB)to identify the budget of the HR-integrated Personnel Budget Planning. The characteristic for all budget values created using HR-integrated Personnel Budget Planning is HRPBC. Plan Data Transfer from SAP BW can be used as normal to copy this data to the Budget Control System (BCS).
Prerequisites
If you want to use real values as a template for requirements of the personnel budget, you have to create them in the OLTP system using the function Preparation of Budget Planning –> Free Selection (Transaction code HRPBC_BPREP). The prerequisite is that you use SAP HR payroll. The Customizing settings for budget planning must also be maintained.
The data for the required personnel budget is created for each version. A version is derived from the subtype that is selected for creating the plan values. The subtype is assigned to the version in Customzing of Funds Management Government in the IMG activity Define Budgeting Data for Transfer from Personnel Budget Planning.
Then this data is loaded into BW using the extractor provided.
The reference values for full-time equivalents and cost distribution are loaded into BW using an extractor without being manipulated in the OLTP:
Preparation by the Administrator
Before you can start planning, you have to make global settings in planning area 4PSBP30 in the planning workbench (transaction code BPS0). You have to change variable values in the planning area. You also have to define the company code, FM area, version and plan year in this way.
In the last step, you have to load the reference data for Personnel Budget Planning from the OLTP system.
The version is transferred from the OLTP system during the extraction of the individual requirements. Note that the (individual) requirements are created for the version in OLTP that is to be used in planning. If the same requirement values are used in different plan versions it is better not to have the plan values calculated again in the OLTP system to avoid a long runtime. Instead you should copy the values from one version to the other The customer has to create this function.
When the reference data is provided for the current plan version, the budget values must be calculated on the basis of the reference data. You can call Budget Planning: HR-Integrated Planning (4PSMBP30)in the planning folder. Recalculation is available there as a global planning function.
The Planning Phase
Once the initial recalculation has been made, the real planning process can begin. You have to create a planning folder for it. You can use the planning folder Budget Planning: HR-Integrated Planning (4PSMBP30)as a basis. This layout probably contains too many functions for most customers. By copying and editing, you can create your own planning folder.
The data is displayed for an organizational unit in the planning folder provided. In this way, only the persons and positions that are assigned to this organizational unit are displayed. You can control which user is responsible for an organizational unit using the variable ORGUNIT in planning area 4PSBP30.
The followingfunctions are in the planning folder:
· Recalculation
The HR result is reconstructed on the basis of the four InfoCubes 0PSM_C43, 0PSM_C45, 0PSM_C46 and 0PSM_C47. This function does not take the selected organizational unit into account.
· Calculate
The delta for the HR result is calculated. This delta is the result of the manipulation of data in the different layouts during the current planning session. This function is also executed automatically as soon as a switch is made from one layout to another. In this way the effects of the changes on the budget can be checked before the layout is changed.
The following planning layouts are available:
· Capacity per organizational unit
In this layout, the full-time equivalents of the persons and positions assigned to the selected organizational unit can be displayed and revised. In this layout, the functions for transferring data from the version # are also displayed in the current plan version. The data displayed there is normally provided by extraction, but the data can also be entered manually in this layout.
· Cost distribution per organizational unit
In this layout, the cost distribution of the persons and positions assigned to the selected organizational unit can be displayed and revised. In this layout, the functions for transferring data from the version # are also displayed in the current plan version. The data displayed there is normally provided by extraction, but the data can also be entered manually in this layout.
· Requirements (individual)
In this layout, the requirements of the persons and positions assigned to the selected organizational unit can be displayed and revised. The data displayed there is normally provided by extraction, but the data can also be entered manually in this layout.
· Requirements (default)
Default values can be maintained in this layout. They are accessed if no individual requirements are maintained for a person or position.
The data can also be accessed if characteristics do not match. For example, if a person is promoted (change of pay scale group or level in the layout Capacity per Organizational Unit), no individual requirements exists for this person with the new pay scale group/level. In this case, the default value is accessed too. The default values are usually accessed (not the individual requirements) if the characteristics Pay Scale Type, Collective Agreement Provisions, Pay Scale Group or Pay Scale Level are different in the layout Capacity per Organizational Unit and the layout Requirements (individual) for a person or position.
In this layout, the selected organizational unit is not taken into account because default values are defined for the whole organization, not just per organizational unit. This layout contains global data. This means that a change can affect the planned budget of several organizational units.
Three layouts are provided for examining the required budget of the selected organizational unit: They immediately show the effects of the changes in the planning layouts when you change from one planning layout to another or select the functions recalculate or calculate.
· Result (FM view - posting address)
In this layout, the required budget is displayed at posting address level for the different FM account assignments.
· Result (overall view – posting address)
In this layout, the required budget is displayed at posting address level for the different FM, CO account assignments and HR data.
· Result (FM view - budget address)
In this layout, the required budget is displayed at budget address level for the different FM account assignments. If no posting or budget address should be used, the result of this layout and the layout result (FM View - Posting Account Assignment) is identical.
If no suitable individual or default requirements can be found for a person/position during planning, an error message can be issued. However, if this error message is activated, the data cannot be saved if the message is issued.
To activate the error message, the parameter ERRORMSG must be set to X in the parameter group CALCHRBU of the function CALCHRBU planning level HRRESULT planning area 4PSBP30.
You have to adjust the ABAP coding in the function group BPREP_BW_HR in the following cases:
· how the calculation of the budget value does not meet your requirements
· You use other InfoObjects
· You replaced existing InfoObjects
· You use another planning area or level to carry out HR-integrated Personnel Budget Planning.
Result
At the end of this planning process you have saved the planned budget values for HR for the plan year in the system (at the level of posting account assignments in the InfoCube 0PSM_C48 and at the level of budget addresses in the InfoCube 0PU_C31). You can transfer these budget values to your operative system for the Budget Control System (BCS) using plan data transfer. For more information, see the implementation guide of Funds Management Government in the area Plan Data Transfer from BW to Funds Management.