New Project Planning - Overview with SAP ECC 6.0 EhP6

New Project Planning - Overview
with SAP ECC 6.0 EhP6
June, 2012
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Agenda
Introduction
Overall Planning
 Bottom-Up / Top-Down
 Frontends: WebDynpro / Excel
 DEMO
Cost Element Planning
 Year planning / Period planning
 Changing the planning layout with Query Designer
 DEMO
Layout possibilities
Implementation / Prerequisites / Systems
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Introduction
New user interfaces for planning as part of CO renovation
Overall Planning for Projects
 Functionality similar to CJ40
 Year planning
Cost Element Planning for Projects
 Functionality similar to CJR2
 Year Planning
 Period Planning
… new user interfaces are also available for Cost Center Planning with EhP6 SP3
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Typical Customer Situation Today
Type of Solution
Advantages
Disadvantages
Excel native
Total flexibility
Coordination difficult
No integration
High effort
Planning tool
Modeling capabilities
Low integration
High TCO
Planning in ERP
Integration in ERP
Not flexible
No Excel, No Web UI
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Customer Requirements
Results of Customer Engagement Initiative
 Flexible configuration of user interface
 Directly integrated in ERP
– Data integration (no replication, no redundant data)
– Authority checks, Locking, Master data checks, …
 Planning table should be similar to reporting layout, but with input enabled columns
– Many rows, many columns needed (several years, several versions, several projects, …)
– Formulas needed (e.g. actual/plan comparison)
 Excel as optional frontend
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Our New Solution Brings Together All Advantages
Modeling capabilities
New Financial Planning
Flexibile UI
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ERP integration
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Reduced TCO
Get rid of separate planning systems
Get rid of Excel sheets flying around
You have all in one single system
 Integration to Master Data and Customizing
 Integration into ERP Processes
ERP System
SAPGUI
Transactional Logic
Web Dynpro
Analysis Office (Excel)
BW Planning Engine
Database
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Basic Functionality
Hierarchical planning in WebDynpro (example: Overall Planning)
 Bottom-up planning  aggregate values
 Top-down planning  distribute values
 Mixed scenario of Bottom-up / Top-down
Excel (using Analysis Office client)
 … same functionality as Web Dynpro
 Excel formulas to calculate entry values
Data integration into CJ40
 Plan data is stored in R/3 planning tables
 Locking when Excel is used
 Locking when WebDynpro is used
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Basic Functionality: Bottom Up / Top Down
Bottom-Up:
Aggregation
of values to
top levels
Top-Down:
Distribution
of values
down to
lower levels
Mixed:
Aggregate top
and
distribute down
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Frontends: WebDynpro / Excel
Web Dynpro Frontend
… same definition of
planning enabled query
is displayed in both frontends
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Excel Frontend
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Excel: Formulas
Formulas:
Calculate
input values
or
use additional
columns for
side calculations
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Data Integration
New planning applications use
same tables as R/3 planning.
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Data Integration / Locking
Plan data is directly stored in
R/3 planning tables.
Excel or WebDynpro frontend
uses same LOCKING concept
as R/3 planning transaction.
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Planning Functions
Delivered Planning Functions
 COPY
– Copy values from reference version / year
 REVALUATE
– Change all values by a certain percentage
Customer defined Planning Functions
 Further planning functions can be defined using transaction RSPLAN in ECC system
– Distribution of values
– FOX formulas
– …
Excel
 Planning functions can be executed in Excel (using Analysis Office)
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Planning function: COPY
Copy from other plan version
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Planning function: REVALUATE
Change all values
by a revaluation factor
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Cost Element Planning
Planning with many columns (example: Cost Element Planning)
 Looks like reporting
 Formulas with Actual/Plan comparison
 Information from several reference years
Configuration of layout in Query Designer (BW Query Designer)
 Queries are stored in ECC system (no BW system involved)
 Add further columns
 Changed layout is immediatelly available in Excel and Web Dynpro
Year Planning / Period Planning
 Distribute values to periods
– Aggregation of period entries
– Distribution analog to already entered values
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„Planning is like Reporting, with input enabled columns“
Customers want to see
in the planning layout
 Actual Values
 Plan Values from other years/versions
 Formula columns
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Change Layout using Query Designer
Add Formula
Add further planning column
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Year Planning / Period Planning
Summarize
period to year
Distribute
year to period
Analog
distribution
of changes
in year value
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Same data can be planned in Hierarchy or List
Planning in List
 Sorting
 Filtering
 Add new line
Planning in Hierarchy
 Bottom-Up
– Aggregation
 Top-Down
– Distribution
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Starting the new planning frontends
Easy Access
NWBC 3.5
 Favorites
 User Menue
Excel
NWBC 4.0
 Analysis Office
 BEx Analyzer
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SAP delivered planning applications
Overall Planning
 Overall Planning (Basic)
 Overall Planning (Additional Features)
Cost Element Planning
 Top Down Cost Element Group Planning
 Cost Element Planning (Basic)
 Cost Element Planning
(Additional Features)
 Cost Element Planning
(Multiple Currencies)
Activity Input & Secondary Order
Cost Planning (available with EhP6 SP4)




Activity Input Planning (Basic)
Activity Input Planning (Multiple Currencies)
Secondary Order Cost Planning (Basic)
Secondary Order Cost Planning (Multiple)
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Implementation / Prerequisites / Systems
Business Function
 FIN_CO_CCMGMT
CO, Cost Center Managememnt
 ECC 6.0 Enhancement Package 6
Systems
 Included in software layer SAP_APPL
 Runs out of the box in the ECC system
 No BW system needed
Licenses
 New planning applications with WebDynpro
are part of standard ECC licences
 Available optional Excel frontends
– Analysis Office (licences needed)
– BEx Analyzer (no licence needed)
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