Show TOC
Define Plan
Structure
In this activity, you can define a plan
structure for use in manual planning and automatic planning.
- In manual planning, you can use the plan
structure to check the profitability segments that you plan against a
hierarchy of allowed profitability segments. Here the system checks to make
sure that each segment planned is contained at some level in the
hierarchy.
- In automatic planning, the plan structure can
be used as a control instrument to make sure that all plan data has been
distributed to the lowest desired level. The system checks whether all plan
data has been planned at the lowest level (the end nodes, or "leaves") of the
hierarchy.
Note
When you create a plan structure, note the
following:
- Each characteristic can only occur at one
level of the hierarchy within one path. However, characteristics can occur at
different levels in different paths.
- All the nodes that lie directly below the same
node must represent different values of the same characteristic.
Prerequisites
Before you can create a plan structure, you
should take a look at your organizational structure and take this into account
when defining the plan structure.
Actions
1. Create your
plan structures, taking the above points into consideration.
2. Choose
Goto -> Attributes and enter those
characteristics that you do not want to use as parts of the structure but
which are derived from characteristics in the plan structure.
3. Once you
have defined your plan structure, choose Planning -> Initial
Steps -> Maintain Versions -> Settings in Operating
Concern in Customizing to assign it to a plan
version.
Functions
The Same level
function lets you insert an additional value of the current
characteristic.
1. The
Insert level function lets you insert a new level in the
structure (a new node with a characteristic that has not yet been used in the
current path). The system inserts the new node directly below the selected
node.
2. The
Set focus function lets you limit the plan structure to
display just a selected node. You can then use the navigation function to
display the hidden nodes again.
3. The
Move function lets you move a node or an entire branch of
the structure to another place within the structure. To do this, select the
desired node (or the top node of the desired branch) that you want to move.
Then position the cursor on the place where you want to insert the node or
branch. A dialog box lets you decide if you want to insert this node at the
same level as the target node or at the next level below it. hierarchy. If you
choose a different characteristic, it inserts the node at the next
level.
You can change the
characteristic value of the selected node. By modifying the root, you can
change the text of the plan structure.
The Copy function
lets you create a new node with the same content (characteristic and
characteristic value) as the selected node. The procedure for doing this is
like that for "Move".
The Undo function
lets you take back the last change you made to the structure.