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 Flexible Selection of Planning Screens Locate this document in the navigation structure

Purpose

You can select the planning view according to your requirements. This supports the varied business planning needs. You have the following options for the selection of the planning level:

Selecting Planning Views

Planning view

Where used

Cost center/cost element, activity type, or statistical key figure

Local planning by cost center manager

Cost center group/cost elem. group, activity type group, or statistical key figure group

Local planning by cost center manager; group

can be specified as "planning model"

Cost center group/cost elem. group, activity type group, or statistical key figure group

Central planning by cost center planner in consultation with the cost center manager

Process Flow

You can create groups of cost centers, cost elements, activity types, and statistical key figures during master data maintenance especially for planning purposes. For more information, see:

Cost elements

Cost centers

Activity types

Statistical Key Figures

You can, of course, access existing groups, such as from the standard hierarchy or the cost element structure of the overhead allocation sheet, if these fit your planning requirements.

Central and Local Planning

You can switch at any time between central and local, cost-center or cost-element-based planning.

You can

  • Plan multiple cost elements on one cost center (local)

  • Plan multiple cost centers under one cost element/cost element group (central)

The type of planning you select depends on the organizational structures of your business enterprise.

The two methods can also be combined. For example, certain cost elements (such as insurance and taxes) can be planned centrally, and other cost elements (such as operating supply items) can be planned locally by the respective cost center managers.

You need first to define the planning structures for both procedures. You can either access the original structures which you defined during master data maintenance (the cost center hierarchy of the company or the overhead allocation sheet structure), or you can define alternative structures (hierarchies) for planning purposes. The following graphic shows an example of a cost center structure:

Example Example

Planning personnel costs in shop floor area A1

 ( ) Example

End of the example.

In the planning process, you first plan the production cost center SFI 4210 with the cost elements "Wages" (420000), "Shift premium" (421000), "Salaries" (430000) and "Salary bonus" (431000).

Then you plan the production cost center SF2 4220 with the cost elements "Wages" (420000), "Shift premium" (421000) and "Salaries" (430000). The cost element (431000) "Salary bonus" is not planned. Therefore, no record is stored in the data base for this cost element on cost center 4220.

You then plan cost center 4230 using all four cost elements.

This procedure is the same as the one used for planning multiple activity types or statistical key figures.