COPA Planning Framework

[Former Member]

Dear Experts,

I am doing COPA Planning Framework.

First Step: Created Planning Level as Co.Code Sales Plan.

Second Step: Created Planning Package as Co.Code Sales Plan for 2010.

Now I am trying to create Planning method. But system automatically showing that Planning Level as Planning Method.

Why it is like that?

Then Should I need to create directly the Parameter Set?

Pls correct me.....

Regards,

Balaji Bhonsle..

[ajaycwa1981 · Accepted solution]

Hi Balaji

If your intention is to be able to enter Period wise Plan data in one shot - Then Yes, there is a way out

In your Planning package -

> Choose Characteristic PERIO and enter the From & To Range as 001.2011 to 012.2011

> This period range you have to change each year...

In the step ENTER PLANNING DATA

> Create a Planning Layout with 12 Columns

> In each column choose the char PERIO...

> In the 1st column, enter the Local variable as "BALAJI"

> In the 2nd column onwards, enter the Local variable as "BALAJI1", BALAJI2 and so on

The Local variable "BALAJI" will get the value from the FROM PERIOD of Planning Package i.e. 001.2011... Remaining 11 columns will be calculated as 001.20111, 001.20112 i.e. Feb, March and so on...

Regards

Ajay M

[Former Member]

answered

[Former Member]

Pls

[Former Member]

Hi Balaji ,

Planning level forms the highest structural level in planning. Planning packages (in which you specify the values for the planning level characteristics) are directly dependent on the planning level. Since a planning package is assigned directly to a planning level, these elements are displayed in a tree structure.

The available planning methods are also dependent on the planning level. The system automatically displays which planning methods are available when you select a planning level. You can use the same planning method with all planning packages belonging to the corresponding planning level. It is necessary, however, to have a parameter set containing the settings for the particular planning method that you wish to execute. Parameter sets are thus directly dependent on planning methods, and these elements are therefore represented in a tree structure........

..

Alternatively to using the permanently defined planning packages and parameter sets that are displayed in the hierarchy tree, you can also define ad hoc planning packages and ad hoc planning sets during the planning session. To define these ad hoc elements, you use the context menu for the corresponding higher-level element (planning level or planning method). They are only valid for the planning session in which they are defined.

Yes.. you need to create Parameter set directly now ...

Hope it clarifies ....

[Former Member]

Dear Sarada,

Thanks for your response. Can you please tell me Difference between Header Column and Lead Column in Creation Planning layout.

Regards,

Balaji Bhonsle

[Former Member]

Hi Balaji ,

A planning layout consists of a header area and the lead and data columns

Header Area

One or more rows make up the header area of a planning layout. These rows display the global selection criteria for all the plan data that is displayed, or to be entered in the layout. The characteristic values in the header area (for example version, fiscal year) move within the limits that are set by the selection criteria in the planning package or level. They are valid for the entire planning layout. The header area can contain only characteristics, that is, no key figures. You can also build planning layouts that do not contain header areas. Usually, however, this will only be appropriate when you use very few characteristics and especially when very few combinations can be formed from the characteristic values. Otherwise, the layout will contain either very many columns or very many rows..

Lead Columns,

The lead columns determine what the plan data displayed in the data columns refers to:

If you display key figures in the data columns, then the lead column shows which characteristic values (or which combination of characteristic values) the plan data in the data columns refers to.

If you display key figures in the lead column, then the lead column contains a list of all the key figures used in the layout. This means that each row in the data column contains the plan data for the key figure listed in the lead column.

Each planning layout must have at least one lead column.

Suppose Report is

Fiscal Year Revenue

2010 500

Then fiscal Year will become lead colums ...

Regards

Sarada

[Former Member]

Dear Sarada,

I will very much appreciate your patience. Very happy with response. I have one more small doubt.

Can we create Period wise COPA Planningl like:

I will Maintain One Planning level...

One Planning Package of entire Year...

Seperate Parameter set for every Period...

Can I achieve this? If yes, pls suggest me how it is?

Regards,

Balaji Bhonsle...

[Former Member]

Hi ,

I beleive that you can do that by creating ad hoc parameter set .. as i have not done the same by each month .. but you can do that..

Regards

Sarada