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Function documentation Financial Planning Category (Bucket) Locate the document in its SAP Library structure

Use

You use this Web application to manage financial performance at bucket level. This iView displays numerous rows, each row containing financial categories. The Financial Planning view allows you to display the data for the categories per planning periods.

You navigate to this view by choosing Portfolio Management ® Portfolio Management. Choose Portfolio Structure of Buckets. Select a bucket. Choose Financial Planning.

Prerequisites

You have defined values for the following fields for your bucket. This can be done when you create a bucket, or by choosing Portfolio Management ® Administration ® Bucket Dashboard, then choosing your bucket and on the Bucket Overview screen entering the data on the Financial and Capacity Settings tab page.

Field

Explanation

Current Planning Period

Displays the start and end dates for financial planning, which you specify when you create a bucket. This influences the first period displayed in the table below. Furthermore, the Total for the Planning Period field uses this period to calculate the totals.

Period Breakdown

Displays the period breakdown that you specify when creating a bucket. This governs the interval between the time periods in the table below.

Currency

Displays the currency that you specify when you create a bucket. The cost figures that you enter in the table below are recorded in this currency.

Financial Category

Displays the category selected on the previous screen. The category groups displayed in the column below refer to this category.

Features

·        You can navigate the columns or periods. A financial category comprises several category groups.

·        Click View Chart to see the figures of the financial categories in a graphical format. You can filter by timeline, financial categories, and financial views. To return to the previous page, click Back.

·        To expand/collapse all rows, click the overlapping triangles icon at the top right.

·        You can display the financial planning as Financial Categories or as Financial Views.

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