Creating Plan Data 
Use
The following options are available for creating plan data:
- You can create plan data by entering plan totals, which you then distribute to the individual plan periods using a
distribution key.
You can enter plan data for the individual plan periods and have the system total these amounts.
You can enter both total amounts and period amounts.
Prerequisites
Before you can enter plan data, the following settings have to be made:
- Planning must be set up. For more information, see
Setting Up Planning.
A planner profile has to be assigned to you, that is, a planner profile and the related summary table must be entered in your user master record. To assign a planner profile, from the main menu choose Accounting ® Financial accounting
® Special Purpose Ledger
® Planning
® Set planner profile.
Procedure
To create plan data, proceed as follows:
- Choose Accounting ® Financial accounting
®
Special Purpose Ledger ®
Planning ® Planned values
®
Enter.
The initial screen appears. In the initial screen, the first plan task of the current planner profile is displayed. You can switch between the plan tasks of the planner profile. To do so, choose 
or 
.
The system displays the planner profile that was last saved in your user master record. If, for example, you completed a planning session in the
planning tool, the planner profile from this session is displayed.
Enter values for the characteristics.
You can overwrite default characteristic values, if they are defined in the plan task as such.
If fixed values were preassigned for all characteristics when the plan task was defined, the overview screen is displayed, that is, you can entry the plan data directly.
Choose 
.
The overview screen appears.
Enter your plan data.
The following functions are available for entering and processing plan data. You can find the documentation for these functions under
Planning Functions.
Save your entries.
Select a plan value with the cursor and choose 
.
The period screen appears.
The system displays the distribution of the selected plan value to the individual periods. You can switch between the screens of the individual periods. To do so, choose 
or 
.
The distribution depends on the
distribution key that was entered when the plan task was defined. The following options are available for distributing a plan value to periods.
- You can change the distribution key in the overview screen.
- You can overwrite the displayed period values. The new is automatically stored under the manual distribution key 0 when saving and the new plan total is calculated.
- Save your changes.