Integrated Portfolio Planning

Question

Integrated Portfolio Planning with SAP ERP and cProjects(Financials and Capacities)
One can maintain the financial and capacity planning automatically at the portfolio item level with which one can fill the planning views. SAP RPM uploads different type of cost information from a connected ERP system to the respective financial and capacity views. The detailed capacity requirement values from cProjects to the assigned capacity views can be copied.  There are a number of standard reports that help in the process. The report /RPM/PLAN_INT_PREP re-instantiates the financial and capacity categories that are defined in the Customizing as templates for the planning objects involved if the settings in the Customizing have been changed. For each combination of category, group, planning view, period type and planning period, the system generates a plan line item in the respective planning data tables. The reports /RPM/FIN_PLAN_INT and /RPM/CAP_PLAN_INT reports post the financial and capacity planned values to the respective planning objects.
Rollup functionality is an important functionality in PPM in which the financials and capacities are rolled up at the item level to the bucket level. The report /RPM/BUCKET_ROLLUP report summarizes the financial and capacity planning data of the portfolio items to the superordinate portfolio buckets.
One can determine financial planned values on the basis of cost or revenue rates that have been planned and maintained in cProjects. The integration enables one to calculate the required portfolio item budget on the basis of the capacity requirements that have been planned in cProjects without having to use the multilevel controlling. The mapping consists of three steps namely: 1) Financial view, financial category and financial group 2) Cost/revenue rate 3) Capacity view, capacity category and capacity group.
One can also derive the financial planned values from the role capacity planning in cprojects. The requirements and staffing are valuated with a cost or revenue rate that is directly assigned to the respective project roles or project role staffing in cProjects.
One can also map the capacity views to cost items in a similar way that is done for the financial values. Now capacity planned values are derived from assigned cost categories. In addition to the activity input planning, one can also use the project role requirements and role staffing that have been planned in cprojects to fill the capacity view that has been specifically defined for this purpose at the portfolio item level.

Answer 1

Hello Tim,
in BI Integrated Planning you can
- use multiple hierarchies
- not plan on nodes/sub-totals
- run a planning function to create all possible combinations
- not use popups
Regards
Marc
SAP NetWeaver RIG