.. Financial Operations Departmental Financial Planning NOTE: You can create a plan either using the SAP screens or entering data into a spreadsheet. If you are using the SAP screens, start with Create a Plan: Part I. For instructions on completing the spreadsheet, see Create a Plan Using a Spreadsheet. Contents QUICK GUIDE for Creating a Plan Introduction What is a Plan Version? Set User Parameters for the MIT Planning Layout Options for Creating a Plan Create a Plan Using SAP Screens Create a Plan: Part I Go to the Initial Screen Set Parameters Create a Plan: Part II Enter Plan Amounts: Overview Screen Distribute Across Periods: Period Screen Save the Plan Planning for Multiple Fiscal Years Plan for Multiple Fiscal Years An Example Create a Plan Using a Spreadsheet Create a Plan for Multiple Cost Objects Using a Spreadsheet Enter Planning Data into Spreadsheet Format Rules Save File Upload Your File Access SAP Planning Upload Complete the Planning Upload Screen View Job Results View Results for Immediate Processing View Results for Background Processing Copy a Plan Copy a Plan Go to the Initial Screen Enter Plan Information Run the Program Read the Report For All Plans View Plan in Summary Statement Run the Summary Statement See Distribution Across Periods View Plan in Account Managers Report Run the Account Managers Report See Distribution Across Fiscal Years Change a Plan Change Plan Amounts Clear Plan Amounts Delete Plan Amounts Display a Plan Select a Plan: Initial Screen Review the Overview Screen Review the Period Screen top Copyright 2001 © Massachusetts Institute of Technology SAP for MIT Documentation on the Web Valid From: 12/31/2001
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Financial Operations Departmental Financial Planning NOTE: You can create a plan either using the SAP screens or entering data into a spreadsheet. If you are using the SAP screens, start with Create a Plan: Part I. For instructions on completing the spreadsheet, see Create a Plan Using a Spreadsheet. Contents QUICK GUIDE for Creating a Plan Introduction What is a Plan Version? Set User Parameters for the MIT Planning Layout Options for Creating a Plan Create a Plan Using SAP Screens Create a Plan: Part I Go to the Initial Screen Set Parameters Create a Plan: Part II Enter Plan Amounts: Overview Screen Distribute Across Periods: Period Screen Save the Plan Planning for Multiple Fiscal Years Plan for Multiple Fiscal Years An Example Create a Plan Using a Spreadsheet Create a Plan for Multiple Cost Objects Using a Spreadsheet Enter Planning Data into Spreadsheet Format Rules Save File Upload Your File Access SAP Planning Upload Complete the Planning Upload Screen View Job Results View Results for Immediate Processing View Results for Background Processing Copy a Plan Copy a Plan Go to the Initial Screen Enter Plan Information Run the Program Read the Report For All Plans View Plan in Summary Statement Run the Summary Statement See Distribution Across Periods View Plan in Account Managers Report Run the Account Managers Report See Distribution Across Fiscal Years Change a Plan Change Plan Amounts Clear Plan Amounts Delete Plan Amounts Display a Plan Select a Plan: Initial Screen Review the Overview Screen Review the Period Screen top Copyright 2001 © Massachusetts Institute of Technology SAP for MIT Documentation on the Web Valid From: 12/31/2001
Financial Operations Departmental Financial Planning
NOTE: You can create a plan either using the SAP screens or entering data into a spreadsheet. If you are using the SAP screens, start with Create a Plan: Part I. For instructions on completing the spreadsheet, see Create a Plan Using a Spreadsheet.
QUICK GUIDE for Creating a Plan
Create a Plan Using SAP Screens
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Copyright 2001 © Massachusetts Institute of Technology SAP for MIT Documentation on the Web Valid From: 12/31/2001
