Planner Profile 

Definition

Hierarchically structured overview of plan tasks.

Defined per summary table in a planner profile are the plan tasks and the order they are used in planning.

Use

Planner profiles are used to provide the planner a selection of the plan tasks that are created for his/her area of responsibility. Before a planner can start planning, he/she has to assign a planner profile to him/herself.

With planner profiles, you control the planning process. For each summary table, they determine which plan tasks are used with which default parameters. For each table, you can create multiple plan tasks.

The plan tasks are assigned to a planner profile and profile items. The profile items determine the order of the plan tasks in a planner profile. You can assign the same plan task multiple times to a planner profile, but only with different default parameters.

In a planner profile, you set the following default parameters for planning:

You can assign an authorization group to each planner profile.

By defining planner profiles specifically for the planners and by assigning corresponding authorization groups to the planner profiles, you can ensure that the individual planners can only complete planning in their individual areas of responsibility.

You can assign default parameters to your planning layouts. The combination of planning layout and default settings is a plan task.

With the default parameters, you provide default values for variables of a planning layout. In a planner profile, you define whether values can be overwritten when completing planning.

You define planner profiles in Customizing under Accounting ® Financial Accounting ® Special Purpose Ledger ® Planning ® Define Planner Profile.

When defining the planner profile, you can set an indicator for the second and thrie currencies, so that entries can be made in these fields. This allows you to make entries in these currencies without the amounts in the first currency being translated to the second and third currencies.

If this indicator is not set, the amounts in the first currency are automatically translated into the second and third currencies, if you have included these fields in your planning.

Structure

Planner profiles are structured hierarchically.

General planner profiles

Plannable tables

Plan tasks for a table

Default parameters

Integration

You can use planner profiles from other application components such as Profitability Analysis (CO-PA) or Cost Center Accounting (CO-OM) and enhance them to include plan tasks from the Special Purpose Ledger.