.. Financial Operations Departmental Financial Planning QUICK GUIDE for Creating a Plan   NOTE: For best printed quality, get the paper Quick Reference Card from the Paper Documents web page. MIT personnel can order free copies from Copy Technology Centers or download the PDF files directly. Contents Go to Initial Screen Step 1: Enter Plan Layout and Version Step 2: Define Range of Dates Step 3: Enter Cost Object Step 4: Enter Cost Elements Step 5: Select Option to Enter Cost Elements Step 6: Click the Overview button Step 7: Enter Plan Amount and Distribution Key Step 8: Select Cost Element Step 9: Click the Period button Step 10: Distribute Across Periods Step 11: Save the Plan Go to Initial Screen Use the following navigation path from the SAP User Menu screen or type in the transaction code from any screen. Navigation Path:  - User Menu - Role ZMIT - Planning/Budgeting - Create/Change Plan - WBS Elements or Internal Orders or Cost Centers Transaction Code:  /ncjr2 (WBS elements) or /nkpf6 (internal orders) or /nkp06 (cost centers) Step 1: Plan Layout and Version Layout:  This should be "Z-DEPT PLANS." If a different layout is displayed, see the Introduction for instructions on setting your user parameters for the MIT Financial Planning layout. Version:  Plan version of your school or area. (Do NOT use plan version 0.) Step 2: Define Range of Dates From period:  Beginning fiscal period of the plan. To period:  Ending fiscal period.  Fiscal year:  Fiscal year (four digits). Step 3: Enter Cost Object(s) WBS element:  Internal order   Cost center    Single cost object or the first one in a range. Leave blank if entering a cost object group. to:  (optional)   Last cost object in a range. Leave blank if entering a group or single cost object. Or group:  (optional)   This option is not recommended. If you need to plan on more than one cost object, put the first cost object in the WBS Element, Internal Order, or Cost Center field and the last cost object in the to field. Step 4: Enter Cost Element(s) Cost element:  Single cost element or first one in a range. Leave blank if entering a group. to:  (optional)   Last cost element in a range. Leave blank if entering a group or a single cost element. or group:  (optional)   Select cost element group, usually CEMIT-0. Step 5: Select Option to Enter Cost Elements Free:  Allows you to enter cost elements yourself. (Recommended.) Form-based:  SAP will load all the cost elements in a group for you. Click the Enter button to see descriptions of the plan version, cost object, and cost element. Step 6: Click the Overview button Note Although the fields function the same as the fields on the WBS Element Initial Screen, the names for some fields are different on the Internal Orders and Cost Centers Initial Screens. WBS Element fields   Internal Orders and Cost Center fields From period - (First) Period To period - (Second) Period or group - Order group; Cost center group (Cost element) or group - Cost element group   Step 7: Enter Plan Amount and Distribution Key Cost Element:  Enter more cost element(s) if you selected Free entry. (Cost elements are already displayed if you selected Form-based entry.) Planned Costs:  Leave blank for manual distribution. or Type in the plan amount for each cost element for automatic distribution. Dist Key:  Enter 0 for manual distribution. or Select the distribution key for automatic distribution.   Step 8: Select Cost Element Step 9: Click the Period button Note For automatic distribution, go to Step 11. Step 10: Distribute Across Periods 10a) Type in amounts for each period in the Planned Costs field. 10b) Click the Enter button to calculate the total. 10c) Use the Next button and the Previous button to enter amounts for other cost elements.   Step 11: Save the Plan Click the Save button . top  Copyright 2001 © Massachusetts Institute of Technology SAP for MIT Documentation on the Web Valid from: 03/15/2001