Profitability Analysis Planning Including Forecasting

Purpose

This scenario describes how to copy a complete plan. Copying a plan lets you process a large number of planned profitability segments and can be performed on-line as well as in the background. You can copy source data (actual or plan) to your plan. You can also perform a number of other planning functions, such as distribution to periods, revaluation, valuation or forecasting. The scenario illustrates how to copy current year actuals into next year’s plan, revaluate the plan data and forecast them.

Further information regarding planning can be found in the following processes: Top-Down-Distribution and Valuating a Quantity Plan Using Ratios .

You can find more information about this process under .

Process Flow

You can find the data for this process under .

  1. Creating a New Plan Version
  2. Copying a Plan with Revaluation
  3. Displaying the Results in a Report
  4. Displaying the Results in a Planning Layout
  5. Forecasting the Plan Data
  6. Displaying Results after Forecast in the Planning Layout
  7. Deleting a Plan