Plan values (SAP Library - Investment Management (IM))

Plan values

Use

The drilldown reports listed below are used for analyzing the plan values of an investment program:

Overall plan values and annual plan values of the positions of an investment program

Overall plan values and annual plan values of the investment measures, which belong to the positions of the investment program

Comparison of the plan values from an investment program and the investment measures that belong to it

The system shows the plan value of each program position across from the total of the plan values of all of the measures belonging to it. This comparison can be made for overall values and for annual values.

Comparison of plan values from an investment program and the investment measures belonging to it, separated by budget categories (refer to Budget Categories).

The system uses the standard budget categories 1 and 2 ("requiring capitalization" and "not requiring capitalization").