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Integration Financial Plan in PPM and SAC Planning

Irena
Explorer
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188

Hi

My question is about the pros and cons of integrating SAP PPM with SAC Planning. Specifically, I'm interested in learning about adapting SAC to the new financial planning with ACDOCP and also UPA (Universal Parallel Accounting). Thanks.

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andrea_langlotz
Product and Topic Expert
Product and Topic Expert
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Hi @Irena , 

depends a bit on your scenario and what you are trying to achieve. Since you are mentioning PPM, I assume you are in a private cloud/OP scenario. 
Are you looking at SAC as a planning interface for PPM Portfolio Item Financial Planning?

Regards, Andrea 

Irena
Explorer
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Hi Andrea,
Irena
Explorer
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Currently, planning is done in PPM at the portfolio level in ECC. The option of integrating with SAC in S/4 HANA is being considered. In this case, planning would be done solely in SAC because it won't work in both systems. Regards
andrea_langlotz
Product and Topic Expert
Product and Topic Expert
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Ok, got it. Did you have a look at the content package for Portfolio Financial Planning

This will only cover the financial planning part of portfolio management and facilitate a alignment of the top-down/bottom-up planning. Values are planned in SAC and then transferred either directly to the top level WBS element of the PS project to S/4HANA or for further detailing the approved value to WBS elements, you can also leverage the models of the Integrated Financial Planning and then transfer the detailed values to S/4. With the import from S/4 the actual and plan cost from PS are being retrieved and visualized in the planning.

The package covers an example for a very lightweight planning process leveraging already existing PS projects. Things which you get out of portfolio management like support of the request phase in project where you do not yet have a PS project, structured decision gates, trigger of PS project creation etc. are not covered here. 

The integration resides purely on ACDOCP/A. This also means that there is no budget availability control for projects based on the planning. These values can only be used for comparison. If you want to leverage them for availability control, they would have to be copied over to the classic Budget. 

Hope this helps, you can also DM if you want to discuss in more detail. Andrea 

Since the transfer is ACDOCP

Irena
Explorer
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Hi Andrea. Generally speaking, whether we currently plan in the element or in SAC, the difference is that SAC is a more powerful and perhaps more flexible tool. But there are very big differences in functionality, as I don't notice them. Regards