Planning (Bottom Up) (SAP Library - Investment Management (IM))

Planning (Bottom Up)

Procedure

Assign all measures and appropriation requests to the appropriate program positions, and carry out cost planning for these measures.

Roll up all the planned values on the higher program positions, after you complete the planning phase at the level of the individual measure. These values are then totaled together up the branches of the hierarchy, until the sum of all the measures is contained in the top position (Program planning ® Default plan values).

Enter the version for which you want to roll up plan values.
Enter a status selection profile (if desired) as a selection criterion for rolling up the plan values. Then the system rolls up only the values of those measures that have a given status.

You can repeat the rollup as often as needed. The system recognizes when plan values were already rolled up, and it then limits the rollup only to the difference between the new values and those previously rolled up.

If you want to process plan values directly at the program position level, you can carry out program planning directly using Program planning ® Edit.

You can specify the value categories you want to work with in the transaction (in the initial screen of the transaction under Settings ® Approval time period). For more information, see Value Categories of Investment Programs .

Correct the automatically or manually transferred plan values, as needed (select the position, and choose Edit ® Adjust values).

As an example, you might want to increase all planned values on program positions by 10% across the board for measures for which you don’t yet have detailed information.