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You use planner profiles to control the process flow for planning. They are hierarchically structured. In a planner profile, you specify the planning layout to be used for each planning area, such as cost elements/activity inputs, activity types/prices, or statistical key figure planning. You can store any number of planning layouts for each planning area in a planner profile.

The planning layouts are assigned to a planner profile as profile items. Each planning area may contain any number of profile items. The profile item determines the sequence of the planning layouts in a planner profile. Using different profile items you can assign the same planning layout (with different default parameters) to one planner profile.

Example Example

You have assigned the planning area Cost elements/activity inputs to the planner profile PROFIL 1. In profile items 1 and 2 you have assigned planning layout 1-101 to this planning area.

For the planning layout in profile item 1 you set the parameters Version 0 and cost center group PRODUCTION. For the planning layout in profile item 2 you set the parameters Version 1 and cost center group ADMINISTRATION.

During planning you can choose Next/previous planning layout to switch between the planning layouts of the selected planner profile. This allows you to plan in different versions.

End of the example.

In a planner profile, you can set the following planning conditions.

  • You can control planning authorizations by assigning an authorization group to a planner profile. This is particularly important for decentralized planning. By using specialized planner profiles for planners, and by assigning authorization groups, you ensure that planning is restricted to the relevant area of responsibility.

  • By setting default parameters for the planning layout in the planner profiles, you can enter default settings for the variables of a planning layout. You enter values for these variables in the planner profile. You can overwrite these values, and you can also prevent overwriting by selecting the appropriate indicator in the planner profile definition. In a planning session, the system checks all variables defined in a planning layout and handles them as parameters.

    The system includes the following standard planner profiles :

For more information on creating planner profiles, see Customizing for

  • Controlling applications under:

      Controlling   Cost Center Accounting/Activity-Based Costing/Internal Orders   Planning   Manual Planning   Maintain User-Defined Planner Profiles  

  • Real Estate management under:

      Real Estate   Real Estate Controlling   Planning   Create User-Defined Planner Profiles  

  • Project System under:

  Project System   Costs   Plan Costs   Manual Cost Planning in WBS   Detailed Planning   Maintain User-Defined Planner Profiles   .