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Use

You must set up the Customizing of your planning before you can carry out planning in the budget control system (BCS).

You make these settings in Customizing of Funds Management under Budget Control System (BCS) ® BCS Budgeting ® Planning.

Process Flow

You must execute the following IMG activities:

  1. Define one or a number of planning layouts.

The planning layouts of the budget control system are mainly based on data from the totals table FMBDT. You define which characteristics and key figures are used and how your entry screen is structured in a planning layout. In addition, you can enter particular values for the characteristics and key figures selected or modify the output values using a formula definition.

You define a separate planning layout for each variant of your planning.
  1. Define one or a number of planner profiles and assign a special selection of planning layouts to each planner profile.

Using a planner profile, you can control the flow and distribution of planning data to individual planners by defining plan tasks. In a plan task, you define which planning layouts can be used with which default parameters for the totals table FMBDT. In the planner profile, you define which users carry out these plan tasks by assigning an authorization group to the planner profile.

You define the authorization groups and assign the users in Customizing for Funds Management under Budget Control System (BCS) ® BCS Budgeting ® Planning ® Define Authorization Groups and Manage Authorizations.

  1. Each user who carries out planning must assign themselves to a planner profile.

To assign yourself to a planning profile, choose the following in the Funds Management menu: Budgeting ® Budget Control System (BCS) ® Planning ® Set Planner Profile.

Result

You have set up the Customizing settings for planning in the budget control system. Once each planner has assigned themselves to a planner profile, they can start entering the planning data.

See Entering Planning Data for information on entering data and the functions available for this.

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