Cost Planning on the Investment Program (SAP Library

Cost Planning on the Investment Program

Use

Before you can budget and approve your investment program, you have to collect the plan values from the existing investment measures and appropriation requests. You then use the plan values as the basis for the binding budget.

Features

Entering Values

You enter planned values for measures and appropriation requests regardless of the investment program at the level of the measure or appropriation request. All the functions of PS or CO-OM-OPA (structure planning, cost element planning and unit costing) are available for this.

Rolling Up the Plan Values for Measures and Appropriation Requests

For planning the investment program as a whole, you have to roll up the plan values of the individual measures that belong to it. Once the measures and appropriation requests have been assigned to the program positions, you can automatically adopt the total of the planned values of the subordinate measures and requests as default values for the end nodes of the investment program, using periodic processing.

Status Selection Profile

You can use a status selection profile to select investment measures or appropriation requests that have a specific user status and system status, such as Released. For more information on the definition of status selection profiles, see the Implementation Guide (IMG) for Investment Management. Choose Investment Programs ® Information System ® Information System without Summarization.

The system determines default plan values for investment program positions that have a status which does not allow planning, as follows:

Plan values of the end nodes of the investment program are not overwritten by the default plan values of measures assigned to them.
Plan values of all other positions of the investment program are overwritten by the rolling up of the values. The values are overwritten, even when the status does not allow Planning as an activity.

Similar logic applies within a project. WBS elements that have a status that does not allow planning cannot be overwritten manually. However, they can be modified by the roll up function.