RPM financial planning - units

Hello PPM experts,
We use financial planning for our portfolio items. Currently all amounts are shown in the currency defined on the item with 2 digits after the decimal. This is far too detailled.
Our project controllers would like to get the amounts in thousands of the chosen currency Meaning that instead of having the amount 168 000,00, the column should display 168.
Does anybody know how this is done?

hi,
In order to remove the decimals, you can change the 'User Settings' in 'Services' Tab on left panel in Portfolio management.
For displaying the data in thousands, I guess you would have to do so enhancement to the code only.
Regards,
Dolly

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Capacity and financial planning view in PPM 4.5

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I am working on PPM 4.5 and would like to have some enhancements done in capacity planning and financial planning.
Can someone suggest what are the webdynpro components to look out for ?
Is it /RPM/UI_DASHBOARD ?
regards
abhishek

Hi Amit,
I'm using PPM 5.0. I have a requirement to Enhance the Financial Planning View. Where in I need to add an additional field(as a column).
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Hi experts please look into this requirement & give your points.
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Financial Planning

Hi experts,
I am working on a new Financial Planning application, and I need to know when the financial planning will beging its values on /rpm/fin_plan. If you know about some information about it and functions modules that i can review, pls tell me.
Thnx,

Please send me your mail and i'm going to send you some useful documentation.
if the documentation is useful please assign good points
[email protected]

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Hi, experts.
I'm new in HP, so needed some help with misunderstanding of how PU&proccess management normally works.
More detailed I interested at the area of Validation rules.
I have to give an example of few problems I met during my try to implement this functionality.
Firstly, it's a newest version of EPM 11.1.2 installed and supported by the vendor's professionals
I have Planning app deployed in EPMA with 14 dims. I didn't drop any standard planning dimensions, all are present
There is the only PU hierarchy to test how approvals works. It has 3 entities and 12 elements of additional dimension - functional group. Hence, there are 36 level zero members in PU hierarchy.
Form1 consists of 36 rows according to PUH, columns are Period (17) and one custom dim for the target, plan values, it's diff etc. Validation rule VR1 on Form1 check negative values of target minus plan (I plan expences) VR1 has "No Promote" flag. Then I start 2 level0 planning units (entity1-FuncGroup1 and entity1-FuncGroup2). I try to promote these PU1&PU2. It's Ok only if negative exists I get an data error links drilling down into my form1. So user can see the error and all happy.
Problem actually with form2 that has Region Dim in page. Entity,Functional Group,Account in rows and Plan value,Year,Period in columns. It also has VR2 for testing plan values greater than 1000 with No Promote option. Another VR3 checks values greater than 100 to add new approver, reviewer (no matter) to the approvals process management.
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Maybe I can't work with Proccess managment in the right way? So could anybody give me an idea what's wrong. I've spent much time googling any issues like me have
Many thanks in advance,
Vladimir

Hi, Theresia
Yes you're absolutely right, I created VR from the manage form's menu. So I use standard HP 11.1.2 functionality. I've seen it in new features while read Oracle documentation. Also with testing of approvals in Proccess managment I use distinct colours for negatives and diff values (greater 1000 and 100 in my example). Colours work fine, but i can't say it about aprovals :). And all these examples of using planning form VR's i've taken from oracle administrators&user guiide and from presentations of EPM 11.1.2
In addition I've started work with Hyperion products 2-3 month ago. Hence I have to read a lot of information because my previous experience was OLTP, RDBMS not OLAP.
As a first step i wanna know all standard possibilities of product i use. And also best practice and some often used technics. Many thanks for your idea with Smart list and BR i'll try it (though i use EMPA and Calc Manager rules). I know that soon I have to use Java API's, so I might read and learn Java to write the simplest code first. But for me it's too much info i have to load into my brain in such short period :)
As a resume, my opinion it's a bug of new features EPM 11.1.2. But maybe I'm wrong cause none has said the same
Anyway thanks, Theresia, for your help. If you know or will some new additional info i'll say you thanks again
Best regards,
Vladimir

Error While Opening dataform after creating Planning Unit Hierarchy

Hi All,
I created a Planning Application through classic wizard. Then i created a planning unit hierarchy, after which I am getting the following error: (when i try to open a dataform, from some user other than admin/owner)
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Hi,
You can try creating new Root folder and new workspace for your NWDS.
1. Create a new folder with name ' <userID>_NWDS_NEW_ROOT ' in your machine
2. Create a new folder with name ' <userID>_NWDS_NEW_WORKSPACE ' in your machine
3. Open NWDS (and logon to DTR)
4. Remove all configurations from your Development Configuration perspective (except 'Local Development')
5. Go to Window --> Preferences --> Java Development Infra --> Development Configurations
6. Change 'Root Folder' to the folder created in step-1
7. Close NWDS
8. Create ' Run_NWDS.bat ' file in your NWDS installation folder which has 'SapIde.exe' file
(it will be generally in --> C:\Program Files\SAP\IDE\IDE70\eclipse)
9. Type following in .bat file -->
SapIde.exe -data "<complete path to folder created in step-2>"
10. Now double click on this .bat file to open NWDS
Now logon to DTR, import configuration, create project from 'inactive DCs' and you should be able to create project and see it in respective perspective.
Regards,
Amey

What is better to use- Financial Plan Vs. Budget

Hi,
We are on 12.1.3 and using Project Costing & Billing.
Now the requirement is to capture expenditure estimates at lowest task level and later compare it with actuals.
I'm having few doubts, pls help throwing some light on these:
1. How do we decide which one to use between budgets or financial plans.
2. Is it possible to load either budgets or FP through excel.
3. How can we compare estimated expenditure with actuals at a lowest task level.
Pls help me on these doubts.
P.S. We are not using GL Budgets, PA resource lists etc. We are looking at this budgeting requirement at very basic level- just entering estimates at task level and comparing with actuals.
Thanks

I would recommend financial plans, …. biggest advantage we found with them was the ability to enter your cost budget and revenue budget at the saem time, in the same screen, …..
And yes, you can laod FP's from excel, don't think you can with budgets, you would have to use a tol like dataloader i would guess, ...
Comparing actuals with the estimates ? just write a report, ....
Regrads,
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Chirag..

Since you are not using Company code as the branch, and are using Profit centre as the branch, I dont think its right for you to set a default profit centre for any GL account in the Chart of Account for that company.
all the SAP user in the company will be using the same company code to post, and thus, will be using exactly the same inventory account, if you set a default profit centre there, no point rite? You will need to implement a procedure to ask all the user to manually assign the profit centre during posting. Just like how we normally ask user to specify the company code before posting.
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User In Planning unit Hierarchy unable to see data form in editable mode

hi all,
we are facing a problem in planning unit hierarchy in Hyperion planning, where we have 4 users, Hierarchy is define as
hierarchy: budget approved
version: approved
Entity: Finance
Senario:Budget
haroon asghar ( owner)
adeel javid (Reviewer)
Naeem asghar (Reviewer)
Imtiaz (Reviewer)
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Regards
Anwar

Reviewers will not be able to write data to the intersection. Reviewers can only review the data and follow-up with a Reject, Promote, Sign off, Delegate, Originate or Freeze.
Please refer Article ID 1226783.1 in MOS.
HTH-
Jasmine.

Financial Plan in Multiple Currency

Hello,
In the HTML screens I want to create Budget Lines using Multiple Currencies. This means create a line in USD for a certain Task and for the same Task create also an Euro line. I've checked the Multiple Currency option at the Financial and Workplan also added each Currency to the Work - and Financial Plan. Still I'm not able to enter Budgte Lines in other than the functional currency USD. Can someone help me out on this one or send information how this functionality has to be ste up in Release 12?

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Report Painter - Use SKF to calc act/plan unit costs in CCtr report

Hi Report Painter Gurus,
I am an end user working with our Report Painter consultant and I have asked for a Cost Centre report with columns for Actual Costs, Actual Unit costs, Plan costs, Plan Unit costs for Month and Cumulative. I have seen this report in my previous business so I know it can be done but consultant says it's impossible.
The report I previously used had the SKF values at the bottom of the cost centre report and then the unit costs columns (both actual and plan) referenced these SKF cells in the formula which divided Cost by SKF.
We have created the SKF using KK01 and posted dummy amounts in KB31N but consultant says he cannot reference the SKF values in the formlas.
If you can spell it out to me (I have dabbled in Report Painter myself), then I am sure I can explain it to consultant.
Any help gratefully appreciated!
Cheers,
Matthew.

Matthew,
I think it is quiet simple. When you add a column to the report painter report you can choose from the drop down menu for 'Basic Key figure' whether it is Costs, Activity quantity, Statistical quantities, etc.
So if you have a column with Costs (X1) and one more column with quantities (X2), you can easily come up with another 'formula' column and use the equation (X1/X2).
I think this should serve your purpose.
Best regards,
Vishal Thakur.
Edited by: Vishal Thakur on Mar 2, 2010 11:08 AM

Approvals Process: Cannot promote a Planning Unit

Hi, Am new to the Approvals process in Planning 11.1.2.2
Have set up a Planning unit and assigned owner and reviewers to entities. Approvals template is set to "Bottom Up". Have also assigned a version and scenario to the Planning Unit H. When the Planning Unit is Started , the current owner changes to the user assigned as the owner and all is good. However when the owner attemptes to promote the planning unit to the next reviewer the promotion action fails with the message "Change status cannot change ownership to the new owner due to insufficient access". For my testing, have assigned the owner and all reviewers "Approvals Administrator" access to the planning application.
Any ideas as to what access the error message is talking about ?
Thanks !

Dear,
-Please check with the Provision that you have given to the USER,
-Use file based export and checke wheater you missed any user to mention that hierarchy.
-IN the approval hierarchy check every node weather you have given the user there or not, chances are that even if you miss one member you will get
this error.
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Thanks
Bejagam Naveen

Workflow Planning Unit Ownership - Begin the budget review process

As an Admin, is there a way to assign multiple planning units with an import option or something like that? Right now the only option I see is to go in one-by-one and start the fcst cycle and then assign the ownership to the person who is entering the budget information. I have 150 Entity members to assign for one forecast cycle and was wondering if there was a "smarter" way to do this.

Hi!
We are referring to the same example of wf for which you answered some time ago. But we need to extend the process to the whole entity dimension. Thus we have this situation.
our entity dimension: --> http://postimage.org/image/d3utdauzn/
Our wf process:
free format wf. (since the entity hierarchy does not follow a linear path: bottom-up or top-down)
1.ENTITY 1 inserts data and submits them to a reviewer.
2.the reviewer approves or rejects data.
3.then the process should be sent to ENTITY 2,3,4 (lower levels of ENTITY 1) to start to modify/adjust data that ENTITY 1 has imputed and distributed to their levels trough a rule.
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moreover in the case the reviewer approves data sent by ENTITY1 he becomes the new owner of the PU, that is the only way trough which ENTITY 1 cannot modified them after the approvation)).
Thank you very much.
Edited by: user648334 on Jun 6, 2012 2:51 AM

When to prefer Financial Plan Vs Form base budgets? Adv and Dis-advantage?

Hello Experts,
Can any one explain me the difference between Oracle projects financial plan vs oracle projects form based budgets?
What is advantages of each of them and when to provide preference over each other?
is it possible to use both of them simltaneously?
Does forecasting functionality available in both of them?
Need insight on this
Thanks
will Really appreciate ur response.
Thanks

Hi
Form based budgets are the only supported budgets for Budgetary Control and integration of project budget with GL budget.
If you are not using those functions, there is no advantage for the form based budget.
With financial plan you can load budgets using Web ADI.
You can use more robust resource lists.
You can use multi currency amounts
You can generate budgets and forecasts based on various sources like workplans, actuals, commitments and any customized logic using client extension.
You can report on financial plans using the HTML project performance reporting.
You can rollup budgets and forecasts amounts on a program.
Summarizations are done immediately and you don't need to run a batch process.
Dina

Hiding few columns in Financial Planning screen for Portfolio Management

Hi,
Is it possible to hide few columns in the Financial Planning tab page for Portfolio Management.
Please suggest how, if it is possible.
Regards,
Nishit

Hi Nishit,
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Thank you,
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Planning Unit Hierarchy - multiple owners per Entity

Hi there everyone
I have the following scenario and hope you can help me out with a few ideas:
I have a planning unit hierachy set up. It works well except for one thing - the fact that you can assign only one owner per entity member. The business essentially has multiple owners for most entities. Ownership is determined by which accounts the user is responsible for. An example:
User 1 is an owner for Entity A, but only for accounts 111-444.
User 2 is an owner for Entity A, but only for accounts 555-777
User 3 is an owner for Entity A, but only for accounts 888-999
As far as I can see in the Edit Planning Unit Hierarchy screen, I am able to assign User 1 as an Owner for Entity A on the Assign Owners tab and I can specify accounts 111-444 in the Primary and Subhierachy Selection tab. Since I can only assign one owner, how can I now provide for User 2 and User 3 requirement?
I'm using version 11.1.2.1. Any workarounds or suggestions would be highly appreciated!
Thanks
Juanita

I had a similar business case in my previous project. There was no direct solution to this. But we had to stick to a workaround ( not a very nice and comfortable solution, but we were under critical timelines).
User 1 is an owner for Entity A, but only for accounts 111-444.
User 2 is an owner for Entity A, but only for accounts 555-777
User 3 is an owner for Entity A, but only for accounts 888-999
make a secondary hierachy with different entities i.e. User1_EntityA,User2_EntityA
Entity A
User1_EntityA
User2_EntityA
and then you can assign different users to all these entities. One major drawback with this is, if we have 100 entities with 10 users .. that will make 1000 more members.. anyhow we did it that ways.. if you get a better solution you can post it.
Thank You
Sandeep Kumar Upadhyay

RPM financial planning - units

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