Structuring Planning Layouts
Use
If the standard planning layouts supplied by SAP do not meet your requirements, you can define your own layouts. The following section describes the structure of a planning layout and the procedure for defining your own layouts (see also
Defining Planning Layouts).All planning layouts are based on the following structure:
The header of the planning layout contains the characteristics that apply to the whole planning table. You make these entries in the planning layout, under Edit
® Gen. data selections.
To plan activity-independent costs, you define header characteristics, such as version, period, fiscal year, cost center and cost element. These characteristics are always displayed in the planning initial screen and the planning overview screen.
The lead columns contain the objects to be planned. You can define multiple lead columns. You create lead columns using predefined characteristics provided by SAP.
If you want to plan activity-independent costs, you define the cost element as a lead column. When you plan activity-dependent costs, you add the activity type as the second column. You enter the cost element and the activity type in the initial screen. However, in contrast to the other characteristics on this screen, you must also define them in the lead columns. This is so that you can plan them.
The value columns are used for the planning itself. This is where you enter the plan values.
You create value columns from the following:
For activity-independent or activity-dependent cost planning, you set the characteristics Fixed plan costs or Variable plan costs in the value columns. You can add further characteristics, such as a distribution key.
You define these three areas during Customizing for Controlling, under Overhead Cost Controlling ® Cost Center Accounting or Activity-Based Costing under Planning ® Manual Planning ® User-Defined Planning Layouts. Once you define a planning layout, you can only change it in Customizing, not during planning.