Hierarchy
SAP_FIN (Software Component) SAP_FIN⤷
IM-FA-IE (Application Component) Investment Orders⤷
AIMC (Package) Customizing capital investment management
IMG Activity
| ID | OLPR_IM_PLANPROF | Maintain Planning Profiles |
| Transaction Code | S_ALR_87003747 | IMG Activity: OLPR_IM_PLANPROF |
| Created on | 19981222 | |
| Customizing Attributes | OLPR_IM_PLANPROF | Maintain Planning Profiles |
| Customizing Activity | OLPR_IM_PLANPROF | Maintain Planning Profiles |
Document
| Document Class | SIMG | Hypertext: Object Class - Class to which a document belongs. |
| Document Name | OLPR_IM_PLANPROF |
In this step you maintain planning profiles for projects.
You need planning profiles for the planning methods below:
- Overall planning for internal orders
- Hierarchy cost planning for projects
- Preliminary costing for production orders that do not have a quantity structure (CO production orders).
- Cost planning for investment programs or investment measures, and for appropriation requests.
- Financial budgeting
You can create new planning profiles, or change existing ones.
The following settings are important:
- Time frame
You can specify which values are to be planned, and in which fiscal years.
- Value display
You can specify which standard view the system is to display with the plan value, when you call up the initial screen for planning. You can default the number of decimal places and the display factor.
Using the planning profile, you control the following project-specific settings:
- Planning on all WBS elements or only on planning elements
- Bottom-Up planning within hierarchical planning
- Automatic revenue planning
You can decide whether the system updates plan revenues on the corresponding billing elements. Where necessary, the same applies to plan payments from sales documents that have been assigned to projects.
Prerequisites
To include the following as default values in planning, you need to do the following IMG activites and maintain the parameters.
- Maintain Cost Element Groups
- Primary costs
- Revenues
- To plan activity input
- Maintain Statistical Key Figure Groups
- For unit costing
Activities
- Check the planning profiles provided by the SAP standard.
- If necessary, change the detail settings for the existing planning profiles. Alternatively, create new planning profiles by choosing "New entries".
- Assign the planning profile to an order type, program type, appropriation request type, project or FM area.
Additional Information
You can assign planning profiles to a project as follows:
- As a default value in the Implementation Guide (IMG) for the Project System
- - In the project profile of a project definition (operative structures)
- - In the project profile of a standard project definition (basic data)
- In the application menu for the project system
- In the control data of the project definition, if there is planning profile was stored in the project profile (In the maintenance screen for the project definition, choose "Detail -> Control").
Business Attributes
| ASAP Roadmap ID | 204 | Establish Functions and Processes |
| Mandatory / Optional | 2 | Optional activity |
| Critical / Non-Critical | 2 | Non-critical |
| Country-Dependency | A | Valid for all countries |
Assigned Application Components
| Documentation Object Class | Documentation Object Name | Current line number | Application Component | Application Component Name |
|---|---|---|---|---|
| SIMG | OLPR_IM_PLANPROF | 0 | HLA0001494 | Cost Planning in the WBS |
Maintenance Objects
| Maintenance object type | C | Customizing Object |
| Assigned objects | ||||||
|---|---|---|---|---|---|---|
| Customizing Object | Object Type | Transaction Code | Sub-object | Do not Summarize | Skip Subset Dialog Box | Description for multiple selections |
| V_TBP1C_PP | V - View | OPSB | IM | Define Planning Profile | ||
| V_TCJ41_1 | V - View | SM30 | IM | Assign Planning Profile to Project Profile |
History
| Last changed by/on | SAP | 19981222 |
| SAP Release Created in |
