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/RPM/FICO_INT_PLANNING - FI-CO Integration and Planning at Portfolio Item and Item (Init) Level

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Purpose

You use this report to integrate the SAP Portfolio and Project Management system with the Project System (PS) to retrieve data from SAP Financials and Controlling (FI-CO) for the linked PS project elements, as well as to perform financial and capacity planning and rollup at portfolio item level. Portfolio item, in this case, refers to portfolio item as well as item of initiative.

Integration

The SAP Portfolio and Project Management system is integrated with the Project System (PS) to retrieve financial and capacity data from SAP FI-CO.

The financial planning information is calculated based on the following:

  1. The financial and capacity data that is obtained from the SAP FI-CO system of the underlying base Project System (PS), based on the integration link defined between the portfolio item and the different WBS elements (WBS, network, network activity, and so on) of the Project System
  2. The capacity data that is maintained for a role or resource for the corresponding project of the item
  3. The capacity planning data that is maintained for the item

Prerequisites

You have configured the RFC destination for the Project System.

You have linked the portfolio item with the PS project element for the FI-CO integration.

You have defined the mapping of the data movement for the various cost elements and role functions by choosing SAP Portfolio and Project Management -> Portfolio Management -> Base System Interfaces -> Capacity Planning Settings -> Define Capacity Planning Settings and SAP Portfolio and Project Management -> Portfolio Management -> Base System Interfaces -> Financial Planning Settings -> Define Financial Planning Settings.

Features

Selection

General Option

To indicate a simulation run, select the Test Mode checkbox. You use this function to check whether errors occurred during the execution of the report.

Execution Option

Integr., Planning and Rollup:The system performs FI-CO integration to retrieve financial and controlling data, as well as financial and capacity planning for a portfolio item, and bucket rollup.

Integration and Planning:The system performs FI-CO integration to call up financial and controlling data and financial and capacity planning for the item. Bucket rollup will not be performed.

Integration:The system performs only FI-CO integration.

Planning and Rollup:The system performs financial and capacity planning for a portfolio item, and rollup. You must have maintained financial and capacity planning data in the SAP Portfolio and Project Management system.

Planning:The system performs financial and capacity planning for an item.

Rollup: The system performs bucket rollup for all items of a portfolio and not only for selected items. The current item status as well as the following Customizing settings are taken into account:

  • Rollup settings defined in Customizing for Portfolio Management under Define Financial and Capacity Views
  • Whether you have activated Enhanced Bucket Rollup for Approved Items in Customizing for Portfolio Management under Override Default Global Settings (see area 0002 setting 0023).
    Note, however, that the enhanced rollup logic is only applied during bucket rollup and not during initiative rollup.

SAP PS Logical System

Logical system of the SAP Project System that has been linked to SAP Portfolio and Project Management system. This is mandatory for all execution options except rollup.

Portfolio/Bucket Selection

Here you select the corresponding portfolio or bucket ID.

Date Selection

Forecasted Date:Select a range of forecasted dates. If you do not enter a value, the forecasted date is ignored.

Planned Date:Select a range of planned dates. If you do not enter a value, the planned date is ignored.

Actual Date:Select a range of actual dates. If you do not enter a value, the actual date is ignored.

Item-Specific Selection

Item ID:Select a range of item IDs. If you do not enter a value, the item ID is ignored.

Item Type:Select a range of item types. If you do not enter a value, the item type is ignored.

Item Status:Select a range of item statuses. If you do not enter a value, the item status is ignored.

Cost Version

Here you can maintain the cost version of FI-CO costs that should be retrieved during the FI-CO integration.

Standard Variants

Output

Activities

Example






BAL_S_LOG - Application Log: Log header data   ROGBILLS - Synchronize billing plans  
This documentation is copyright by SAP AG.

Length: 5769 Date: 20191021 Time: 171435     sap01-206 ( 33 ms )

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