Processing Screen Structure

Use

The processing screen for the remaining plan is an in-place application (Microsoft Excel worksheet). This is an example template. The processing screen described in the following is based on this template.

Caution Caution

For more information see Templates for Data Screens .

End of the caution.

The delivered template includes the data areas Header Data , Item Data and Messages.

Features

The Microsoft Excel worksheet in the example template contains the following fields:

Data Area: Header Data

Field	Use
Posting period	Period and fiscal year for which the remaining plan is entered or changed. The combination of recipient WBS element, fiscal year and period identifies the construction progress report uniquely.
Recipient WBS element	Account assignment object for which the remaining plan is entered.
Ordering WBS element	Consolidation object To prevent values being posted twice, the values for the recipient WBS element are updated for the higher-level, ordering WBS element. Consolidation postings ensure the WBS element is balanced. For more information, see Consolidation .
Project start date	Start date defined in the master data for the project or WBS element.
End date of project	End date defined in the master data for the project or WBS element.

Data Area: Item Data

Field	Use
Plan year	You enter the fiscal year for which you want to enter planning data.
Currency	The remaining plan in the delivered Microsoft Excel template is in the same currency.
Planned costs and planned revenues	You enter the remaining planned costs and planned revenues of the posting period for the cost element groups defined in Customizing for each period and plan year. You can enter period values or annual values. When you enter annual values, use the Distribute function. To be able to use the example template you must define the following cost element groups: 5 Planned revenues 6 Planned costs For more information see Defining Cost Elements for Work Values and Planning Data .

Field

Use

Plan year

You enter the fiscal year for which you want to enter planning data.

Currency

The remaining plan in the delivered Microsoft Excel template is in the same currency.

Planned costs and planned revenues

You enter the remaining planned costs and planned revenues of the posting period for the cost element groups defined in Customizing for each period and plan year.

You can enter period values or annual values. When you enter annual values, use the Distribute function.

To be able to use the example template you must define the following cost element groups:

5 Planned revenues

6 Planned costs

For more information see Defining Cost Elements for Work Values and Planning Data .