You use financial and capacity planning to store and plan financial and capacity data for your project and to maintain actual cost data. You can maintain financial and capacity planning data for a bucket, item, and initiative.
You can view financial and capacity data on the following levels:
Category
A category is a set of financial or capacity planning groups that logically belong together. You can define whether a financial category is revenue or cost.
Group
A group is a particular aspect of a project for which you carry out financial or capacity planning. You maintain financial and capacity data for a group using views (such as planned costs).
View
A view relates to a specific aspect of a group. You define views for items, initiatives, and buckets. The views you define are available for all groups within a category.
You have maintained financial and capacity categories and groups in Customizing for SAP Portfolio and Project Management
under .
You have maintained financial and capacity views in Customizing for SAP Portfolio and Project Management
under .
You have defined which financial category views are displayed in the front-end system in Customizing for SAP Portfolio and Project Management
under .
You have assigned financial and capacity planning settings to portfolio types in Customizing for SAP Portfolio and Project Management
under .
On the Financial Planning
and Capacity Planning
screen, you can view financial and capacity data in one of the following hierarchical structures:
Category — Group — View
Category — View — Group
View — Category — Group
To display and edit data for categories or views within the groups of your selected hierarchical structure, expand the category or view. In the expanded view, you can do the following:
Navigate between the columns
Update the data and the custom fields
Filter the category description
Add more planning periods
Copy a group
Delete a copied group
In the what-if scenario context, you can view the financial and capacity planning data for the scenario with the total of the simulated items in a scenario (Simulation) or original items in a scenario (Original) respectively.
You can also enter negative values for financial and capacity planning. After you have saved your entries, the system performs rollup for positive and negative values alike according to your Customizing settings (see Rollup below).
When entering financial or capacity data in a view for a group, you can specify an amount that you want to be distributed across a planning period, instead of manually entering amounts in each period.
For more information about using distribution in financial planning, see Distribution for Financial Planning.
For more information about using distribution in capacity planning, see Distribution for Capacity Planning.
You can aggregate financial and capacity data from between items, initiatives, and buckets using rollup. For more information, see Rollup.
You can specify separate period breakdowns for financial planning and capacity planning in the item, bucket, and initiative settings. You do this by navigating to the item details, bucket details, or initiative details screen. From Overview
, you select the financial
and capacity information subview. You can, for example, specify a yearly breakdown for financial planning and a monthly breakdown for capacity planning.
You can integrate data from the Financials and Controlling (FI/CO) module of an SAP ERP system or from Project Management. For more information, see Integration for Item.
The default span can be set for the desired number of columns or periods shown at start-up.