Copying Plan and Actual Data in the WBS (SAP Library

Copying Plan and Actual Data in the WBS

Prerequisite

Plan versions are defined in customizing.

Procedure

Choose Logistics or Accounting ® Project System ® Financials ® Planning ® Copy Costs and Prices. Depending on your objective, choose one of the following:

To copy your manually planned costs and revenues within a version or to another version, choose Copy WBS Plan to Plan.

The initial screen for copying planning appears.

To copy your actual values (costs and revenues) to a plan version or to copy them as plan values to a new planning period, choose Copy WBS Actual to Plan.

The initial screen for copying actual values to the plan appears.

With both of these transactions, you are copying your plan values in the WBS elements. Plan values calculated in networks and network activities are not copied.

Enter the relevant data on the initial screen and choose one of the following:

Reset and overwrite

The system resets all the data in the target version for the planning activity in question and overwrites it with the plan data from the reference version.

Do not change

The system checks whether the target version already contains plan data for the relevant degree of planning detail. If it does, the system does not overwrite that data.

Select the process control fields you require:

For more information on entering data in the initial screen and on process control, see Copying Planning .

Choose .

Result

The system copies the plan values into a plan version in line with the settings you entered. You can further process the plan values copied. For example, you can compare a worst-case scenario with a best-case scenario.

When copying has been successfully completed, the system displays a list showing the number of data records copied.

If you flagged the detail list indicator, the system also generates a list showing all the data records copied and the planning activities you selected.

Example: Copying Plan Versions

There are two plan versions containing the following cost element plan values:

Version 000:

Cost Element/Year	Plan Value
400000/1998	1 000
415000/1998	1 500

Version 001:

Cost Element/Year	Plan Value
400000/1998	2 000

The system copies the plan values in version 000 to version 001. The Do not change indicator is selected.

The plan value in cost element 400000 remains unchanged because the Do not change indicator means that existing plan values cannot be overwritten.

The plan value in cost element 415000 is copied to version 001.

After copying, version 001 contains the following values:

Version 001:

Cost Element/Year	Plan Value
400000/1998	2 000
415000/1998	1 500