To carry out planning you must first set up the planning architecture in the planning environment.
When setting up the planning architecture, note the following navigation guidelines:
● You create or change elements from the context menu. To create an element, use the context menu of the higher-level node. To change an element, use the context menu of the element in question. To carry out the function that is highlighted in the context menu, double-click on the relevant element.
● You use the relevant menu function to select the planning area, planning level, and planning package that you want to process. The related detailed information is shown on the right of the screen and the planning functions are shown on the bottom left. You can create and process planning functions for an active planning level or an active planning package. You can only carry out a planning function if you have already activated a planning package. The planning package specifies the data for which the function is performed. You activate a planning package by executing a menu function for it or by double-clicking on it.
● When maintaining the individual elements on the right of the screen, you can also choose to display the technical name.
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A newly created
element is only included permanently in the tree if it has been checked and is
found to be defined in full. In this case, the element is available for the
rest of the planning session. The system performs this check automatically
when you navigate to another element (at the latest before the element is
saved). You can perform the check manually by choosing .
You do not have to save newly created elements or changes to elements
immediately. As long as you do not close the planning session, all changes are
retained. To save an element, choose . The system performs the check.
When saving, you have another alternative: By choosing Planning → Save model, you can save changes which you have made to planning levels, packages or functions in a planning session. However, the plan data is not saved. This allows you to test changes to the planning objects without permanently saving the plan data that is changed.
● To carry out a planning function, you first activate a planning package. Then, from the context menu of a parameter group for the relevant planning function, choose Execute.
To carry out a planning function, you must always select a parameter group first. A planning function cannot be executed directly.
● To terminate processing of one element without saving the changes made, choose . Changes that you made previously to other elements are not affected.
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1. Createplanning area
Create a new planning area to determine the data basis for all subsequent steps. Under BI Installation, choose the Local option if you want to plan with an InfoCube from the current system. If you want to plan using data from a different system, choose Remote and enter the name of an RFC destination in the RFC Destination field. You use this option to access data from another system. Select an InfoCube from the other system.
An InfoCube can be assigned to one planning area only. If you select an InfoCube that has already been assigned to another planning area, a system message appears. You can only assign basic InfoCubes to a planning area.
2. Create planning level
In one or more planning levels, determine the characteristics that you want to use as the basis for your planning and specify the key figures that you want to plan. You can include any characteristics from the InfoCube characteristic list in your planning level. On the Selection tab page, you decide if you want to define the selection conditions for a characteristic for each planning package or in the planning level. In this case, the selection applies for all planning packages that are assigned to the planning level.
A planning level specifies certain planning topics and allows you to make certain central settings for planning; these are applied globally (for example, the period that is to be planned). For strategic and operational planning, for example, you can create distinct planning levels with different characteristics for each one. To determine planning content in more detail, for example if you want to tailor planning for the different people responsible, create different planning packages.
3. Create planning package
Based on the characteristics in a planning level, you select characteristic values to create one or more planning packages for the planning level. The planning package represents the planning level to which the planning functions are applied.
The system automatically provides an ad hoc planning package for each planning level. However, the settings that you make for this package are only valid for the duration of the planning session. At the end of the planning session, the default settings are restored for the ad hoc planning package.
4. Create planning function
You create planning functions for a planning level to carry out special planning tasks with the key figures of the planning level. The user-defined planning functions already contain certain default settings (for example, selection of fields whose values are to be changed) but you cannot execute the planning functions directly. Additional parameters are required. You create these for the planning functions. Similarly, for the predefined functions, you must first create further objects with which to carry out planning (for example, planning layouts for manual planning).
5. Create parameter group
You apply the planning functions using a parameter group. You create this for the planning functions. In the parameter group you determine the parameters that are required to carry out the planning function, for example, the percentage by which plan values are to be revaluated.
According to the requirements of your company, you can save time by creating planning objects for a particular planning task and copy the created objects for similar tasks, modifying them accordingly. This procedure is particularly useful if you copy a planning object (for example a planning area) with the appropriate subobjects (for example planning levels and packages). You can copy the following object types of the planning architecture:
● Planning area (with subobjects)
● Planning level (with subobjects)
● Planning package
● Planning function (with subobjects)
● Parameter group
To copy planning objects, proceed as follows:
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1. In the context menu of the object, choose Copy.
The system displays a dialog box in which you can enter further entries.
2. In each case, enter a unique technical name in the dialog box to create a copy.
If you are copying a planning area, note the following: Since planning areas have a 1:1 relationship to an InfoCube they cannot simply be copied or two planning areas would reference the same InfoCube. You have the following options for copying a planning area:
· First create a new InfoCube that has the same structure as the InfoCube that the planning area you want to copy is assigned to. When copying the planning area, assign the copy to the new InfoCube.
You decide to create the copy as a Multi-Planning Area. When assigning the basic planning area, select the planning area that you want to copy.
3. With objects for which this is possible, decide whether the copy should also contain lower-level objects. If you set the With subordinate objectsindicator, a list of lower-level objects is displayed after you confirm your entries. All of the objects in the list are selected by default for copying. If you do not want to copy all lower-level objects, you can collect the objects you want to copy individually.
When you are selecting the subobjects that you want to copy, you can select the required object independently of the higher-level objects it depends on. Therefore, if you want to copy a planning level with lower-level objects simply because you want to copy a certain parameter group to a planning function, you only need to select the parameter groups that you require in the list; the planning functions that belong to the parameter group are automatically copied as well.
Confirm your entries to create the copy.
You can display the objects in your planning model, along with all lower-level objects, structured hierarchically in special directory programs. To do this, choose Tools → Object Overview. You can also print these directories. The system can display planning objects according to a user-specific selection.
You can make the following settings:
● Planning profile
● Planning area
● Planning levels
● Planning area (with subobjects)
● Planning level (with subobjects)
● Planning packages
● Planning functions (with parameter groups)
● Manual planning (with layouts)
● Other planning methods (for example, documents and planning sequences that are assigned to a planning level)
● Global planning sequences
● Detailed configuration
● Statistical information (last changed by, version number)
● Description
● Enhancements only (ABAP exits, VBA macros)