Financial and Capacity Planning 

Use

You use financial and capacity planning to store and plan financial and capacity data for your project as well as 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.

Prerequisites

·        You have maintained financial and capacity categories and groups in Customizing for SAP xRPM by choosing SAP xApp Resource and Portfolio Management (SAP xRPM) ® Global Customizing ® Portfolio-Independent Settings ® Define Financial and Capacity Categories.

·        You have maintained financial and capacity views in Customizing for SAP xRPM by choosing SAP xApp Resource and Portfolio Management (SAP xRPM) ® Global Customizing ® Portfolio-Independent Settings ® Define Financial and Capacity Views.

·        You have defined which financial category views are displayed in the front-end system in Customizing for SAP xRPM by choosing SAP xApp Resource and Portfolio Management (SAP xRPM) ® Global Customizing ® Portfolio-Independent Settings ® Define Financial and Capacity Views for Front-End Configuration.

·        You have assigned financial and capacity planning settings to portfolio types in Customizing for SAP xRPM by choosing SAP xApp Resource and Portfolio Management (SAP xRPM) ® Global Customizing ® Portfolio-Dependent Settings ® Define Financial Capacity Settings for Portfolio Types.

Screens in Financial Planning and Capacity Planning

On the Financial Planning screen, you can view financial data in a structure that is either based on categories or views by choosing the Financial Categories or Financial Views radio button. By default, the structure is based on Financial Categories.

If you view the data based on category, you can drill down to view level or click the category name to access the category group screen.

If you view the data based on views, you can drill down to category level and then click the name of a category to access the category groups screen.

On the Capacity Planning screen, you can view capacity data in a structure that is either based on categories or views by choosing the Capacity Categories or Capacity Views radio button. By default, the structure is based on Capacity Categories

If you view the data based on category, you can drill down to view level or click the category name to access the category group screen.

If you view the data based on views, you can drill down to category level and then click the name of a category to access the category groups screen.

On the Financial Planning: Category Groups and Capacity Planning: Category Groups screens, you can view and maintain data for views within the groups of your selected category. On these Category Group screens, you can do the following:

·        Navigate between the columns

·        Update the data and the custom fields

·        Filter on the category description

·        Add more planning periods.

·        Copy a group

·        Delete a copied group

In the what-if scenario context, you compare the scenario financial planning data with the total of the simulated items in a scenario or original items in a scenario, by clicking Compare to Simulated and Original.

Distribution

When entering financial or capacity data in a view for a group, you can specify an amount that should be distributed across a planning period, instead of manually entering amounts in each period.

For more information about using distribution in financial planning, see Advanced Distribution for Financial Planning.

For more information about using distribution in capacity planning, see Advanced Distribution for Capacity Planning.

Rollup

You can aggregate financial and capacity data from between items, initiatives, and buckets using rollup. For more information, see Rollup.

Periodic Breakdown

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, bucket, initiative overview screen. You can, for example, specify a yearly breakdown for financial planning and a monthly breakdown for capacity planning.

Integration with FI/CO and cProjects

You can integrate data from the Financials and Controlling (FI/CO) module of an SAP ERP system or from cProjects.

Optional Settings

The default span can be set for the desired number of columns or periods shown at start-up.