Budgeting and Forecasting Documents

Hi gurus,
Has someone some documents or links on better strategies for budgeting and/or forecasting on SEM-BPS, both for technical and managerial aspects ?
If you want to send me some documents my mail is:
[email protected]
I will give you points for the most interesting documents.
Thanks in advance.
Ciao.
Riccardo.

No answers.

Similar Messages

Project budget and forecast tables in R12

Hi All,
I had to extract the budget and forecast amounts for each project in the below format.
Project number, budget/forecast, task, resource, PA period, burden cost..etc.+
We are on R12. Can I use below tables to extract the above information. or should i depend on PJI% tables. please suggest.
pa_budget_versions
pa_budget_lines
below is the full query i built:
SELECT pp.NAME project_name, pp.segment1 project_number,
haou.NAME project_organization, pp.project_type,
pp.project_status_code, pp.start_date project_start_date,
pp.completion_date project_completion_date,
pfpt.NAME fin_plan_type, pfpt.description fin_plan_description,
pfpt.plan_class_code, pbv.budget_version_id, pbv.budget_type_code, pbv.version_number,
pbv.budget_status_code, pbv.version_name, pbv.baselined_date,
pbv.labor_quantity project_level_labor_quantity,
pbv.labor_unit_of_measure, pbv.raw_cost project_level_raw_cost, pbv.burdened_cost project_level_burdened_cost,
pbv.revenue project_level_revenue, pbv.version_type,pbv.current_planning_period, pt.task_number, pt.task_name,
prlm.alias resource_alias, prlm.expenditure_type, prlm.event_type,
prlm.expenditure_category, prlm.resource_class_code,
prlm.unit_of_measure, pbl.start_date, pbl.end_date, pbl.period_name,
pbl.quantity, pbl.raw_cost, pbl.burdened_cost, pbl.revenue, prlm.resource_list_member_id,
prlm.resource_type_code
FROM apps.pa_projects_all pp,
hr_all_organization_units haou,
apps.pa_budget_versions pbv,
apps.pa_fin_plan_types_vl pfpt,
apps.pa_budget_lines pbl,
pa_resource_assignments pra,
pa_tasks pt,
pa_resource_list_members prlm
WHERE 1 = 1
AND pp.project_id = pbv.project_id
AND pp.carrying_out_organization_id = haou.organization_id
AND pbv.fin_plan_type_id = pfpt.fin_plan_type_id
AND pbv.budget_status_code = 'B'
AND pbv.budget_version_id =
(SELECT MAX (budget_version_id)
FROM pa_budget_versions pbv1
WHERE 1 = 1
AND pbv1.project_id = pp.project_id
AND pbv1.budget_status_code = 'B'
AND pbv1.version_type = pbv.version_type)
--AND version_type = 'COST'
AND pbl.budget_version_id = pbv.budget_version_id
AND pbl.resource_assignment_id = pra.resource_assignment_id
AND pra.resource_list_member_id = prlm.resource_list_member_id
AND pt.task_id(+) = pra.task_id
and pp.name = 'TEST_XX'
order by pp.segment1, pbl.period_name, pt.task_number, pbl.start_date

Can any body please help on this note..
thanks in advance..

Budgeting and Forecasting in AWM 11g

Hi,
We are looking at implementing the budgeting and forecasting capabilities into an Oracle OLAP 11g Cube built using AWM v11.1.0.6.0A.
On a very high level, we have the following questions:
1. What are the options available in AWM 11g for budgeting/forecasting.
2. What are the limitations/pre-requisites (in terms of cube or AW design).
3. Steps required to create a budgeting/forecasting model (like what needs to be done in the Cube Scripts) in AWM.
Any inputs on the above are highly appreciated.
Thanks and Regards,
Piyush

There is, unfortunately, no direct support for Forecasting in 11g AWM or the 11g OLAP API (which sits underneath AWM). But there is support for this in the OLAP DML and I recommend that you look at the OLAP DML Reference documentation. For forecasting, for example, see
FCOPEN function -- Creates a forecasting context.
FCSET command -- Specifies the forecast characteristics.
FCEXEC command -- Executes a forecast and populates Oracle OLAP variables with forecasting data.
FCQUERY function -- Retrieves information about the characteristics of a forecast or a trial of a forecast.
FCCLOSE command -- Closes a forecasting context.
These can be built into a DML PROGRAM, which can in turn be run from a Cube Build Script (as an OLAP DML command step).
You can write directly to the variables of a cube (provided you have not enabled Materialized Views, which is unlikely in this case).
There is support in the 11g OLAP API for MODELs in the OLAP DML sense, but this has not been exposed through AWM. You can use the API (Java or XML) to create models, custom members, and rules in models. See
OLAP Java API Reference (Javadoc)
In particular you may want to see classes
oracle.olapi.metadata.mdm.MdmModel and subclass MdmDimensionCalculationModel (to represent a model)
oracle.olapi.metadata.mdm.MdmAssignment (to represent an assignment of the form lhs = rhs in a model)
oracle.olapi.syntax.ConsistentSolveSpecification (to associated a model with a cube)
oracle.olapi.syntax.Expression and subclasses (to define rhs of model assignments)

Budget and Forecast upload

NW
Edited by: NW on Aug 24, 2009 10:23 AM

Hi,
You can do it, check the follwoinh URL, which is having the complete steps with various examples...
http://wiki.sdn.sap.com/wiki/display/profile/Surendra+Reddy
How to use Customer Exit Variables in BW Reports: Part 2
https://www.sdn.sap.com/irj/servlet/prt/portal/prtroot/com.sap.km.cm.docs/library/business-intelligence/g-i/how%20to%20use%20customer%20exit%20variables%20in%20bw%20reports%3a%20part%202.pdf
Using Customer Exit Variables in BW or BI Reports Part - 1
https://www.sdn.sap.com/irj/servlet/prt/portal/prtroot/com.sap.km.cm.docs/library/business-intelligence/s-u/using%20customer%20exit%20variables%20in%20bw%20or%20bi%20reports%20part%20-%201.pdf
Thanks
Reddy

Fund Management Configurations and user Documents - ECC 6 Version

Dear all,
If anybody have the Configuration and user documents pertaining to Fund Management - Government - ECC 6 Version and also the Configurations and user documents pertaining to Budget Control System (BCS), kindly send it to me.
My E-mail ID is [email protected]
Regards
V.Krishnan

Hi Ezequiel,
Thanks I have got it. After activating EA_PLM and EA_SCM i am able to get it.
Thanks a lot.
Warm regards
Purnendu
P.S. - Full reward points for you.

Actual and Forecast not visible from Planning App -- VERY CRITICAL ISSUE ,

this is a very critical issue.. need immediate help..
my customer cannot see the Actual and Forecast not visible from Planning App. please help me with the same. tell me the possible solns as i cudnt have a web confrerence with the custmer till now.
thanks/

John ,
they are seeing the application in planning. they created a scenario dimension containing , budget, actual and forecast.. but in the planing application they can only see budget. the rest 2 are not visible.
thanks..

Position budgeting and control module

Hi Expert,
I need configuration steps for the Position budgeting and control module.
I have search a lot but i didn't get it.
If any have work on this module, please share some documents with me or give me idea how i will do it.
Many thanks
Urvashi Chaudhari

Hi, I have lots of written information about Position Budgeting and Control, one of them a nice white paper mhich may give you an understanding of the principles. We evaluated it at a customer and decided "only" to implement PCP. As I understood PBC uses PCP as a motor for collecting plan data, but you will not be able to do detail planning f.ex, as in Personnel cost planning. So as I understood it is amongst others a way of collecting HR financial data from a data basis and integrate it with Financial, a bridge between HR and FI. The commitment processor is the engine for this integration, if I've understood it correct. I can't say that I fully understood the principles either, but if you like I may provide you with some documentation. Do not know how to reach you, though. I also have a comment from a PBC-expert, maybe this will enlighten you (FYI: this is taken out of a context):
"...PBC is not intended to do detailed budgeting. PBC main feature is the possibility to create commitments / encumbrances and reserve this budget based on salary expenses. Customers usually spend a big part of their budget in salaries, so this tool offers them the chance to monitor and control this effectively by reserving the budget they will need for a certain period of time (usually the fiscal year) and being able to monitor if there are budget deficiencies in case of salary adjustments or new hires. PBC only uses the budget from FM to post agains it, but in no way pretends to offer a tool to manipulate this budget, plan or make decisions against the whole budget..."
Regards

How do I duplicate the budget and transaction tabs?

When I duplicate the budget and trasaction tabs the transaction tab does not translate to the month of my budget that i am in. Is there an easy way to duplicate two tabs that are initially in a new personal budget template into 12 months of the year?
Thank you for the help.

Hi K,
Duplicating the Budget sheet leaves the formulas refering to the original Transactions sheet.
Plan A
After duplicating both sheets, rename the new sheets with something meaningful (for example Transactions January and Budget January).
on the Budget January sheet, edit the formula in cell C2 of the Summary by Category table to this:
=SUMIF(Transactions January::Transactions::C,A2,Transactions January::Transactions::$D)
I find it easier to copy the cell contents, then paste onto the canvas. It becomes a text box. Edit, then select the contents of the text box. Copy and Paste back into cell C2. Fill Down.
Plan B
Open a new document from Template chooser for each month. Numbers will not reference formulas between documents, so each month is safe and sound within its own document.
Regards,
Ian.

Spare parts Demand Planning and Forecasting SCM

Hi ,
I am APO DP consultant can any body help me on questions on AS-IS and To-Be analysis Of Spare Parts Demand Planning and forecasting in SAP SCM.
If You have any Documents or links or nay information on these please give replay.
Ram

Dear Ram..
SPP is purely base on BOD (Bill of Distribution)..
following are the points u can cover in AS is TOBE..
1. On what Level (Chs) the Client performing Spare Parts Planning?nd how u want to disagreegate on lowest level ie.Hierarchy Level?
Ex. from Region..to Branch..to ..Customer..
2. Have u configured Spare Parts in R/3?
3. What is the Pattern of Sales History?Seasonal/Trend/Constant etc?
4. u can ask questions on Deployment...Inventory?
5. What is the Lead Time for Procurement?Distribution?Transportation?
for more details...
http://help.sap.com/saphelp_scm50/helpdata/en/a3/7ed240caeb752ae10000000a155106/frameset.htm
Rajesh Patil
SPINNOVATION

HFM and Forecast

Hi, i'm evaluating the Disaster Recovery for Hyperion HFM and Forecast, but there isn't any link or paper that explain resource utilization for these applications.
Is very important for planning DR that i have to know this info:
1) network bandwith usage (for single client session)
2) RAM usage for single client
3) CPU usage for session
i have not found anythings that help me for this aim.
Someone knows where i can find this informations?
thanks very much
Andrea

We too are struggling with the best way to copy actuals over to our budget scenarios.
1. We have tried copying data to the budget scenarios but this only copies at the bases so the journal entries do not get copied.
2. We then tried copying all the bases to our budget scenarios and extracting the journals and loading those to the budget scenarios but our budget scenarios do not translation because all of our budgets are in USD. This works great for all USD companies but not foreign currency parents.
3. We then tried copying all the USD bases and the parent foreign currency entities, which are already in USD, but when we consolidated the foreign currency bases all have no data and they override the parent data copied
4. We then copied all the USD bases to our budget scenarios and extracted the journals as before. We then extracted the actual data for the parent foreign currency entities and loaded those back to bases. Which seemed to work but then we discovered that our journal entries are accumulating. Our actual scenario is YTD so our journal entries are made for YTD amounts. When copied over to the budget scenarios, which are periodic, these amounts accumulate when looking at YTD amounts.
So my questions are: When you are pulling your data into Smartview, are you pulling bases or parents? Do you have any foreign currency entities and if so how are you handling those? Do you have journal entries and if so how are you bringing those over to the budget scenarios?
As I'm typing this I'm wondering if we pull our data at Parent Currency Total, this would pick up all the journa entries and then we could load it back to Entity Currency in the budget scenarios.
Anyone have any thoughts because we are almost out of ideas
Thanks!

Relation between Budget and PR

Hi,
We want to establish Relation between Budget and PR.
How this can be achieved?
Regards,

HI,
What is the budget?
Budget is the estimation cost to the reppective project and within the budget the project to be completed.
What is PR?
PR means purchase requisition for requirement of procurment material and the PR qty & Value is the commitment cost to the respective project.
Now, PO created in SAP against PR and SAVEd. After geting PO approval and then GRN made against PO. The GRN (Material document) cost is actual cost of the respective project.
So, we procure material within the budget value only and if procurment cost excess the budget value the SAP system is not allow to procure the material for the respective project.
If budget excess and material require, in this scenario we have amendment the respective project budget and get it approval then only we can procure material to the project.
Hope, you are understand budget and PR relation costwise.
Regards,
K.Rajendran

Real Estate Budgeting and Planning

Dears,
I'm new to the budgeting and planning in the real estate industry. Does anyone have any helpful documents to understand the business logic of this industry to be able to start working in Hyperion Planning and Hyperion HFM implementations in this field ?
Thank you.

Hi,
If the plan data is already available then I think you should go for extracting the data from ECC into BI and then load the data from BI cubes to BPC Applications.
You can load the data to BPC cubes by usind standard method of DTP or using data manager packages. While loading the data from BI to BPC you can make use of transformations and structure the BI data in the format required by BPC Apps.
Check the link http://help.sap.com/saphelp_bpc70sp02/helpdata/en/af/36a94e9af0436c959b16baabb1a248/frameset.htm which explains everything about data management in BPC 7.0 NW.
Regards,
Deepti

Difference between controlling budgetting and funds management

Hi All,
Can any one please explain me about the differece between controlling budgeting and funds management.
What are the additioanl features available in funds management when compared to budgetting in controllin
Thanks in Advance
Raka

Hi Raka,
FUNDS MANAGEMENT
The mySAP Public Sector solution plans and controls the flow
of revenues and expenditures, guides you through planning and
creating budgets, and uses active availability control to monitor
management appropriation. Funds management capabilities
simplify the design of budget plans using special planning techniques
and make it possible to differentiate provisional budget
plans. The solution supports centralized and decentralized
planning and budget execution of funds.
Controlling budgets is a headache for businesses of all sizes. Many smaller businesses start off
on the right foot by putting in place a good book-keeping system, but then fail to exercise
proper financial control and end up in trouble. The only way to make sure that you make a
profit is to control the budget efficiently. To do this, you need to estimate your sales income
reasonably accurately, estimate your costs precisely, and keep both under control. You also
need to charge the right price for your end product in your chosen market(s). It is important
systematically to collect all financial documents in a methodical way, and keep all your figures
up to date on a daily basis. This actionlist will look at some of the most common problems in
controlling a budget, and suggest ways to tackle them
Regards,
Srinivas Muthyala

Logic to copy budget to forecast

Dear,
I am willing to make a logic which copies budget to forecast.
For the forecast of January, february and march I need the budget of January till June
For the forecast of April,May and June I need the budget of April till September
For the forecast of July,August and september I need the budget of July till December
For the forecast of October I need the budget of October till December
For the forecast of November I need the budget of November and December
And for the forecast of December I need the budget from December
I tried several things like, but I don't find a proper solution...
Time should be dynamic too..
Can someone help me with this issue?
best regards

Dear Benjamin Adam,
I think that if you want to copy data budget into data forecast, you can use the package which is provided by SAP BPC. The package is "Copy" and you only set the parameter which you want.
Thanks,
Wandi

Budgeting/Planning/Forecasting products

I am currently researching new internet based applications for
budgeting/planning/forecasting (rolling forecast). I am looking
at a product from Adaytum called eplanning. What Oracle
product(s) would be equivalent in functionalities and
capabilities to eplanning from Adaytum?
Is eplanning from Adaytum better than Oracle products for
Budgeting? Planning? Forecasting?
Where would I find an article that compare/rate them?
Thanks

Clarity Systems seems to be more flexible than Hyperion Planning. We've been using Planning now for 2 years and are considering transitioning to Clarity Systems. Clarity hooks up to Essbase cubes in the background just as Planning does but offers more features and less limitations than Planning. Hope this is helpful. Cameron

Budgeting and Forecasting Documents

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