Budgeting Figures and Integrated Planning

Hello all,
I have a series of reports that I am working with a team on. Each of these reports contains historical figures (going back month by month for at least 2 years). Each report also contains Budgeted figures as well as a variance calculation.
I would like to ask you if you can any quick summarizing description for how to generated budget figures using Integrated Planner?
Thanks so much!
Kind regards,
Mike

Please ignore this. I will repost in the planning section.
Kind regards,
Mike

Similar Messages

Budgeting and Integrated Planning? General Info and advice?

Hello all,
I have a series of reports that I am working with a team on. Each of these reports contains historical figures (going back month by month for at least 2 years). Each report also contains Budgeted figures as well as a variance calculation.
I would like to ask you if you can any quick summarizing description for how to generated budget figures using Integrated Planner?
Thanks so much!
Kind regards,
Mike

1) create a real-time cube
2) in case actual data needs to be displayed as well for reference, include this cube into a mult-provider
3) create an aggregation level containing all the relevant characteristics and key figures for planning (to be done in the planning modeler -> transaction RSPLAN)
4) create a filter for your query restricting both actual and plan data. (planning modeler)
5) create a query based on the aggregation level, used the filter defined in 4 and make sure your plan keyfigures always have unique values (for exampel period 1 - 12 in one key figure is not plannable, because system does not know which period to post to). In other words, all characteristics which are not in the leading columns, should have a unique value (via the filter, or using restricted key figures).
6) create a workbook with your planquery, add some buttons, like save and start planning
D

UWL and Integrated Planning

Hy, i have a question: it's possible integrate UWL and Integrated Planning 7.0?
Thank's a lot.
Sincerely yours
Andrea Maraviglia

Hi Andrea,
If u are talking about the Integrated planning in BI then please explain your requirement.
Explain what kind of interaction u want between UWL and BI.
I will be able to help you more then.
Regards,
Sumit

Difference between BPS, MAP and Integrated Planning

HI Experts,
We have a plan to implement the BPS (Business Planningand Simulation) and MAP (Merchandise and Assortment Planning) in retail.
In our BI 7.0 can i use Business Planning (Integrated Planning) or i need to go for BPS and MAP individually.
Pls suggest me.
Best Regards,
Rams.

You also have BPS in Bi 7. Points to consider:
1. Future development and new functionalities will be deliverred on IP framework, though you can use old BPS in BI7.
2. IP does not some of the features that BPS has, but hoping that SAP will deliver them down the road.
Ravi Thothadri

EHP1 and Integrated planning

Hi Experts,
We have a planning application developed in Integrated planning and now are landscape is migrating to Ehp1 , I would like to know are there any precautions to be taken in this case. What would be the case for EHP2.?
Thanks a bunch

Hi,
check the link
http://www.sdn.sap.com/irj/sdn/nw-bi?rid=/library/uuid/808c3535-e378-2c10-83b4-cff07abef8e3
for more information. Since BI-IP is part of BW, I think, there are not special topics related to BI-IP.
For new functionality available in BI-IP in EHP1, SP05 check notes 1358614, 1236347 (attached document)
and/or
http://help.sap.com/saphelp_nw70ehp1/helpdata/en/49/e96e19ce4328f6e10000000a42189c/frameset.htm
Regards,
Gregor

FLTP and integration planning

Hi All,
We are having a problem entering numbers as decimals in an input ready query. I have a keyfigure type FLTP, displaying 5 digits after the decimal point. I input data into cell, press save and data skip to zero. In cube save 0,00000000000E+00

Hi.
If you put this KF in regular report do you see the corect value ?
FLTP written in very hard for understanding way in the cube, so even if you see in the cube 00000...E00 it may me correct value in the report or IP screen.
Regards.

Load issues with integrated planning

I have a cube XYZ. Sometimes some key figures are wrong and they should be manual changed. I use a real time cube for adjustment. I loaded all data from cube XYZ to real time cube. I changed some key figures with integrated planning. Now I have to load correctional data to XYZ. If I use delta, in first request all data will be loaded to XYZ. In this case, I have double data in XYZ.
My question: how can I load only correction data to XYZ?

Hi,
After you have loaded from XYZ to the real time infocube, you make a initialization without data transfer back to XYZ. This means that the change pointer is reset.
Then you change the records in the real time infocube. These changes will be put in a new request which equals the delta queue (because you reset the change ponter).
Make a delta load from the real time cube to the XYZ cube => only the changes are moved.
Hope this answer helps
Best regards,
Keld

Activate Integrated Planning for Cost Line Items posting

Hi all,
Based on this SAP Help link, there are two ways to create plan line items:
1) By adding the business transaction "Plan line items" to the user status of the WBS Element.
2) By activating Planning Integration a.k.a. Integrated Planning for version and WBS Element/Project Profile.
Option 1 works fine for me.
However, option 2 does not seem to be working when I activate it, contradicting the state from the link:
If planning integration is active in the fiscal-year-dependent parameters of the relevant planning versions, the system writes cost element planning line items for plan-integrated WBS elements, regardless of user status.
So far what I have customized is:
-In transaction OKEV, select the version, click on "Settings for Each Fiscal Year" and double click for the year. Then I mark both "Integrated Planning" and "Integrated planning with cost center/bus. processes" checkboxes.
-Activate "Integrated Planning" at Project Profile level: go to transaction OPSA, select Project Profile, go to tab "Controlling" and mark "Integrated Planning".
Nevertheless, when I post plan costs from transaction CJR2 using the customizing above (based on second option), I see no cost lines when running CJI4.
I wonder if there is something missing in customizing that allows me to see posted cost line items in CJI4. I would appreciate very much your help.
Many thanks and best regards,
Pablo

Hi Gokul,
Many thanks for the link to that threat, Rachel Tang's reply on that discussion is very complete and included the answer to my question.
She comments that three points must be checked to activate Integration Planning:
1) Mark "Integrated Planning" at CO Version/Year level (SPRO > Controlling > General Controlling > Organization > Maintain versions).
2) Mark "Integrated Planning with costs centers/bus. processes" at CO Version/Year level (same transaction).
3) Ensure WBS Element has Integration Planning marked (PRPS-PLINT = X). [It looks like this is done automatically by marking Project Integration at Project Profile level BEFORE project is created]
In my case, I had first and second steps correct. However, even though I had marked Integration Planning at Project Profile level, it seems that already created Project Definitions are not updated with new Integrated Planning value after it is changed at Project Profile level.
Maybe it is possible to modify WBS Element's Integration Planning flag manually (though SAP OSS Note 301917 states that this is impossible), otherwise I could never achieve Integration Planning for already created projects.
In my case it would be more suitable to use the alternative of adding Business Transaction "Write plan line items" to User Status.
Many thanks to Sanjeev and Gokul for your help.
Best regards,
Pablo

Integrated Planning and Non-cumulative key figure

Hi
I´m creating an Integrated Planning application and a problem has occurred. The users want to plan on inflow and outflow and at the same time have a row with the total sum in the same layout (they are planning on 0CALMONTH and 0ORGUNIT) This can e.g. be solved through use Web Application Designer with one planning query and one traditional query.
Any way. I have created a non-cumulative key figure with an inflow- and an outflow key figure. The problem is that the non-cumulative key figure starts working first when I change the planning mode from plan status to load status. I could use function modules, to change the status, behind the save button but there are several users who are planning at the same cube at the same time and I don´t want to lock the others from planning.
How to solve this?
- Is it possible to restrict the switching, from plan to load, by setting some kind of filter at the users org.unit? (0ORGUNIT is an authorization object)
- Is it possible to create a process chain and then load the data to another cube for reporting at just this key figure? And also here have a filter at the org.unit
I will gladly get all kind of idea and input to solve this problem. Maybe there is some other way to go than using non-cumulative key figureu2026

Thanks for your answers
I have tried different scenarios and I will use a u201Dsave-buttonu201D. In the save-button I use the commands SAVE_DATA and EXECUTE_PROCESS_CHAIN. The command u201CEXECUTE_PROCESS_CHAIN starts a process chain that switches from plan mode to load mode and then back to plan mode again.
One new problem has arisen. The non-cumulative key figure is updating if an existing value (inflow- or outflow) is changed. But if an input is made to an empty cell, without value, nothing happen when I press on the start-button. BUT if I refresh the browser the non-cumulative value is updated!!!
Is there any command in WAD that refresh the whole page? If so I can include it in my start-button.
If not, any sugestion on how to solve the problem?
Best regards
Mikael

Tab Budget Allocation in Marketing Plan and Campaign

Hi All,
I have problem with tab budget allocation in marketing plan and campaign (t-code: CRM_MKTPL).
Tab budget allocation is missing.
my question is where we define tab budget allocation in SPRO?
My system is CRM 5.0
Thanks and Regards,
Fariz

Hi Fariz,
On assigning one of the Plannig Profile group from the available drop down either in Marketing Plan or Campaign you should be getting additional tabs like Cost tab, Key Fig tab etc. In cost tab you can allocate the budget for Advertise, Promotion etc. As Gaurav had rightly pointed out this requires BPS integration. For any other cost planning requirement apart from the given standard key figures you would require to define them as key figures in BPS and put them in planning profiles.
Following is the path where we can define Key Figures in spro
IMG-->CRM > Marketing> Marketing Planning and Campaign management --> Key Figures Planning
Hope this might help to start with Key Figure planning
Regards
Mallikarjun

Questions about Integrated Planning and BPS

Hi all,
I'm testing the functions of BW7.0. And at the point of comparing the new BI Integrated Planning from the BPS, I'm stuck with 3 problems. Can anybody give me some solution?
i. When using the input-ready layout of the BW-BPS 3.5, I was able to create a new record and load it up to the cube. Is it possible to make the same operation like this using the BI Integrated Planning of BW7.0?
ii. When using the BW-BPS 3.5, showing the character hierarchy on the Manual planning layout can be chosen. And I'd like to show the BPS Characteristic Hierarchies in BI Integrated Planning of BW7.0 like it is in the BW-BPS 3.5. Is it possible to show the hierarchy in similar type somehow? If not,can't I show the sum of it anyhow? And if possible,can you also show the sum of the each hierarchy and change the data?
iii. When showing the Characteristic combination data, can you choose how to show them from the transaction data or from all the combination like it was possible in the BW-BPS 3.5?
Kind regards,
Hiroshi Iwanaga

Dear Beat,
Thanks for your help.
The information you gave me made a lot of help.
Can I ask you more about the first question?
About getting new lines in the table web item,as you have told me, I have set the parameter NEW_LINES_COUNT as 20 in the table web item. But when I execute it,no lines shows up. Is this a program error or am I setting the parameter in a wrong place?
And this getting new lines feature, is it also possible when using a workbook?
Thanks in advance,
Hiroshi Iwanaga

Integrated planning Content and SEM-BPS Content

Hi Experts
Is there any integrated planning Business Content for CRM? Where do I find it?
SEM-BPS has Business Content planning scenarios for CRM. Is this BC also available in BW-BPS now? Where do I find it?
We use NW04s BI and CRM 5.0.
Kind regards
Erik

Hello Erik,
as of now I have not heard of such content.
Also SAP is not talking about CRM-content for BIIP yet. What we have learned is that a lot effort is put into making the system stable and going for "additional" functionalities like BC later.
What you could do is use BW-Business Content for CRM as far as possible (InfoCubes etc. ) and build the Aggregation Levels, Queries & Templates by yourself.
Hope this helps
Daniel

Approve and Notify in Integrated Planning

I am wanting to implement an Approve and Notify functionality in my planning application in Integrated Planning.
i.e. When all assistants have submitted their yearly goals, I want to be able to notify the regional manager that they can begin reviewing the goals. Also, when the regional manager has approved them (and performed a few functions), I want to be able to email the assistants.
I am wanting to avoid using BPS - STS if at all possible. Is there a way to have FOX Formula, or some other function, email the users when this has been performed?
I was thinking about marking a submit flag when the assistants submit their hours, and when all flags have been marked for a region, it will notify their manager.
Thoughts?

Hi,
It's quite difficult to track the status of the goal submission by all assistants if you are not using STS.
But you can send mails to assistants when their goals are approved by writing ABAP. You can't achieve that via FOX.
Try to use STS as that will fulfill all your requirements with minimal configuration efforts and no programming. Also, you will not require additional characteristic and programming logic for FLAG.
But if anyways you don't want to use STS let me know, I have the code for sending emails via planning function exit.
Regards,
Deepti

Integrated Planning in COPA using KEPM and loading of quantity to SOP

Hi,
We are in process of testing integrated planning in COPA using KEPM and loading of quantity to SOP (MC87) or Transfer Qty to SOP - KE1E. I created a planning level with basic information to plan quantity on product with Period/Year, Version, Plant, Product, Record Type (F), Unit Sales Qty.
Also created Planning Package & Planning Parameter with Planning layout and entered quantity for a material which creates a profitability segment with quantity update. The problem occurs when transferring to SOP the sales quantity either using MC87 or KE1E, it goes into a loop and times out. We tried using different parameters, but ended up with same result.
Are we missing some Config/steps here, any thoughts will help.
Satish

Hi,
You need to transfer COPA plan to inactive version of SOP through KE1E. Thereafter, in PP, the same is transfered to active version through MC78. Thereafter it is transferred to Demand Management through MC74.
Please check with your PP consultant.
Trust this helps. Please assign pts if useful

I never used this program before. I tapped on the "budget form" and decided I'd rather use the "expense form". I can't figure out how to get to the page that you choose which form you want

I never used this program before. I tapped on the "budget form" and decided I'd rather use the "expense form". I can't figure out how to get to the page that you choose which form you want. How would I do that?

Pct,
In the Numbers spreadsheets window where all your documents are shown as icons, tap the Plus Sign.
Choose Create Spreadsheet
Select the template you want to use
Jerry

Budgeting Figures and Integrated Planning

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