Performing Planning Admin Tasks

Performing Planning Admin Tasks

Explanation Screenshot

Would you like to know more

about how a planning
modeler performs planning
admin tasks?

If so, follow this interactive

tutorial.

1. On the Navigation Bar,

choose Files.

2. Select Public.

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Performing Planning Admin Tasks

Explanation Screenshot

3. In the Search field, enter

costcenter and press Enter.

4. Locate and select

SAP__FI_BPL_IM_COSTCE
NTER_PLAN_ADMIN.

5. The selected story

displays.

To select a tab, open the list.

6. Select Create 'Plan'

Sample Data.

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Performing Planning Admin Tasks

Explanation Screenshot

7. Choose the Create

Sample Data - for Actuals
data action.

8. Choose the Create

Sample Data - for Plan data
action.

Review and update any

information on these tabs, as
required.

9. Select 'Plan' Planning

Functions.

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Performing Planning Admin Tasks

Explanation Screenshot

If required, you can execute

any of the available data
actions here.

For this tutorial, we will not

execute any additional
planning data actions.

10. When you are ready to

save the plan data, you can
either publish the data, or
publish everything and leave
the story. (Open the list to
select an option.)

For this tutorial, we will leave

the default selection as it is.

Choose Publish Data.

11. Choose Publish.

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Performing Planning Admin Tasks

Explanation Screenshot

12. Select 'Plan' Parameter

Setting.

If required, you can select a

base level account and enter
a simulation variant and
parameter here, for the first
open period of the plan.

When doing so, remember

to execute the Apply Control
Parameters - to Expenses
data action.

For this tutorial, we will not

make any changes here.

13. Select Create 'Budget'

Sample Data.

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Performing Planning Admin Tasks

Explanation Screenshot

14. Choose the Create

Sample Data - for Budget
data action.

15. Select 'Budget' Planning

Functions.

If required, you can also run

the data actions available
here to view the resulting
budget data.

For this tutorial, we will not

execute any additional data
actions.

16. Select the applicable

publishing option.

For this tutorial, we will again

choose Publish Data.

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Performing Planning Admin Tasks

Explanation Screenshot

17. Choose Publish.

18. To return to the

homepage, choose SAP.

You have successfully

performed planning admin
tasks.

This concludes the

interactive tutorial.