/RPM/PLAN_INT_PREP - Creates Financial/Capacity Categories and Groups for Buckets and Items

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Purpose

You use this report to create financial and capacity categories, and groups for the bucket and portfolio item based on the options displayed on the selection screen.

You must create categories and groups to carry out financial and capacity planning for a portfolio item and a bucket.

Integration

Prerequisites

You have configured the financial and capacity categories, groups, and views in Customizing by choosing

SAP xApp Resource and Portfolio Management (SAP xRPM) -> Global Customizing -> Portfolio Independent Settings -> Define Financial and Capacity Categories and

SAP xApp Resource and Portfolio Management (SAP xRPM) -> Global Customizing -> Portfolio Dependent Settings -> Define Financial and Capacity Settings for Portfolio Types.

Features

Selection

• On the selection screen of the report, you must specify the portfolio ID, the bucket ID, and the item ID for which the report needs to be executed. Categories and groups are then created for a portfolio item.

• If you select no item ID, then categories and groups are created for all items that fall under the bucket mentioned and the portfolio mentioned. Categories and groups are also created for the bucket mentioned.

• If you select no bucket ID and no item ID, then financial planning is carried out for all itemsthat belong to all the buckets that fall under the portfolio mentioned. Categories and groups are created for all the buckets under the portfolio mentioned.

• If you select no portfolio ID, no bucket ID and no item ID, then categories and groups are createdfor all items that belong to all the buckets for all the portfolios in the system. Creation of categories and groups is carried out for all the buckets.

• Always execute the report in test mode first , by setting the indicator. If no errors occur, execute the report in production mode.

Standard Variants

Output

If no problems occur, a log report with information messages is generated .

If a problem occurs during financial planning, the log issues error messages .

You can ignore the warning messages .

Activities

Example

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