Totaling Up Plan Values 

Use

Projects can generally be planned top-down from a central instance. However, some projects are planned at local level, by different people who are, for example, responsible for particular subprojects or WBS elements.

If planning is at local level (called "bottom-up" planning), the planning manager needs an overview of planning. As the plan values are arranged in a hierarchy, the values in the hierarchy levels must agree. Cost planning can only be deemed correct if the planned values in lower levels do not exceed those in higher levels. The plan values must be totaled up .

Which values are totaled up?

Structure plan values from subordinate WBS elements

+ Cost element plan values from subordinate WBS elements

+ Unit costing values from subordinate WBS elements

= Structure plan value from the directly superior WBS element

Note that this total is not identical with the "plan total" because the latter still contains the plan values from the networks and appended orders assigned to the WBS elements.

Procedure

  1. Choose Logistics or Accounting ® Project System ® Financials ® Planning ® Costs in WBS ® Overall Values ® Change.

    2. This brings you to the initial screen for changing cost planning.

  2. Enter the necessary data.

    3. This brings you to the screen Change Cost Planning: WBS Element Overview.

  3. Choose Edit ® Total Up.

    4. The Total up dialog box appears.

  4. Choose whether you want to total up the annual and/or overall values.

    5. The year fields already contain the years for which the planning profile envisages cost planning.

  5. Choose .

    6. The system overwrites the structure plan value for a WBS element with the total of the structure plan values, cost element plan values, and unit costings from the WBS elements directly subordinate to it.

  6. Choose Save.

 Example

A planning element has a plan value of $80,000, of which $50,000 and $25,000 respectively are distributed to two planning elements in the next level down. The two planning elements also have plan values from cost element planning of $10,000 each. If you now trigger the totaling up function, the structure plan value of $80,000 is overwritten with the plan total of $95,000.

You can trigger the totaling up function at any time during the planning procedure.

You can use the cost plan profile in the Project System IMG to stipulate that plan values are totaled up automatically when you save your planning (bottom-up planning).