Copying Planning (SAP Library

Copying Planning

Use

With this function, you can have the system copy your plan and actual values into plan versions.

For more information on the use of plan version, see Plan Versions .

With this function, you can:

Copy your manual planning from a past planning period to the current one or a future one

Copy plan values between periods within a fiscal year

Use the actual values from a past period or fiscal year as the basis for new planning

Prerequisites

You have maintained the appropriate plan versions in Customizing.

Features

Which data is copied?

Your current plan, meaning:

The costs and revenues you have planned manually in WBS elements
The revenues calculated in WBS elements
The costs you have planned in networks, network activities, and material components
The costs you have planned in orders for projects
The statistical key figures in WBS elements, networks, and network activities

The transaction you use is called Copy Project Costing.

You can evaluate and compare the plan values so copied in reporting.

The costs and revenues you planned in WBS elements, along with your statistical key figures

The transaction here is Copy WBS Plan to Plan.

You can edit the plan values so copied in the relevant plan versions.

The actual values in your WBS elements

The transaction here is Copy WBS Actual to Plan.

You can edit the actual values so copied in the relevant plan versions.

If, for example, you delete a WBS element from your WBS, the system deletes the relevant plan values from all plan versions.

If you want to keep a permanent record of your project structure and the matching values at a particular point, copy your plan to a project version and not to a plan version. Any objects you delete from your operative project remain in the project version.

How is the data copied?

You can choose between individual and collective processing.

In individual processing, the system copies the plan values for one project to one plan version.

In collective processing, the system copies the plan values from a number of projects you have specified using a selection variant to a plan version. The full range of selection variant functions is available for this purpose.

You define the planning timeframe (period, fiscal year) and version from which the system copies the plan/actual values.

You define the planning timeframe (period, fiscal year) and version to which the system copies the plan/actual values.

You choose whether the system copies all plan data or only the data from selected planning forms.

You use the following indicators to regulate process control:

Indicator	Comments
Do not change	Select this indicator if you do not want the system to overwrite any data already in the target version.
Reset and overwrite	Select this indicator if you do not want the system to overwrite any data already in the target version. Remember to check the data in the target version first.
Background	If you want to copy a lot of planning work, we recommend you do so in background processing, scheduling the background job(s) for times when few people are using the system.
Test run	Select this indicator if you do not want to update any data. The system then generates a log, but does not change the data.
Detailed list	If you flag this indicator, the system generates a list showing all the data records copied and the planning activities you selected for copying.