Cost Element Planning

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Created on August 22, 2014

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Table of content

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Table of content
1 Cost Element Planning

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1 Cost Element Planning

You can use this function to plan costs by cost element, for example, when a project has reached an advanced stage and you have detailed information available.
Cost element planning allows you to plan by total costs (amounts) and optionally by corresponding total consumption (quantities).
Detailed cost planning is carried out yearly and covers cost-element-based planning using the following:
Primary costs
Revenues
Order costs (order settlement cost element type)

Prerequisites
You have made the settings for the following:
Project Plannner and Cost Estimator (SAP_CO_PROJECT_PLANNER) role in Customizing for Controlling under
NetWeaver Business Client
Version for the relevant fiscal years in Customizing for Controlling under

General Controlling

Organization

General Controlling

Roles for

Maintain Versions

In addition, you have selected the controlling area for the Project Planner: NWBC (SAP_CO_PROJECT_PLANNER) role.

Features
Application Configurations
SAP delivers several Web Dynpro application configurations to facilitate cost element planning. These application configurations differ in several aspects, for
example, you can plan hierarchically in a tree structure or use list orientated planning in a table grid, plan with quantities (consumption), and plan in multiple
currencies.
The following application configurations are available for cost element planning:
Top Down Cost Element Group Planning
Cost Element Planning (Basic)
Cost Element Planning (Additional Features)
Cost Element Planning (Multiple Currencies)
Top Down Cost Element Group Planning
This application configuration allows the planning of primary costs by fiscal year. Therefore, you can plan for category 1 cost elements (primary costs). You can
plan by cost blocks with virtual planning on a cost element group level.
The planning occurs hierarchically in a tree structure. It combines the hierarchy of the work breakdown structure (WBS) elements with the hierarchy of the cost
elements in one tree. When you start the planning application, this tree is expanded to WBS element level. If you expand the tree further, the cost element
hierarchy displays below the WBS elements. The leaves of the tree are the cost elements in their hierarchy below each WBS element.
You can change the value of costs on every node of the tree. If you enter a value on a non-leaf node, the value is distributed downward to the leaves along the
hierarchy of the tree. Distributing downwards is done in an analog way: If all leaves below a node have the value zero, the value is distributed equally to the
leaves. If some leaves already carry a value, the value is distributed by the ratio of the value of the leaves. Similarly, a value entered is added upwards to the top
of the tree.
The cost values in this application configuration are yearly values. They are automatically distributed to the periods of the fiscal year when you save your data.
Again, this distribution is done in an analog way.
Cost Element Planning (Basic)
This application configuration allows you to plan using primary costs and revenues. You can plan by fiscal year and by period. Planning occurs in a tabular grid.
You plan costs for each WBS element and cost element.

Note
The screens for revenue planning are hidden by default, but you can make them visible by changing the personalization settings for the application
configuration.

Cost Element Planning (Additional Features)

This application configuration is similar to Cost Element Planning (Basic) . Additionally, it allows you to plan order costs and plan consumption (quantities)
corresponding to the costs.
Cost Element Planning (Multiple Currencies)
This application configuration is similar to Cost Element Planning (Additional Features) . Additionally, it allows you to plan in multiple currencies using the
selection field Currency Type . Feasible values for the currency type are as follows:
Controlling Area Currency (20)
Object Currency (10)
Transaction Currency (00)

Currencies
The following application configurations allow you to plan in the controlling area currency by default:

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The following application configurations allow you to plan in the controlling area currency by default:
Top Down Cost Element Group Planning
Cost Element Planning (Basic)
Cost Element Planning (Additional Features)
The Cost Element Planning (Multiple Currencies) application configuration allows you to plan in the controlling area currency, object currency, or transaction
currency. The Currency Type selection parameter has the default value Controlling Area Currency (20). The system administrator can use the SAP NetWeaver
Business Warehouse variable /ERP/P_CURTYPE01 query to change the default controlling area currency to object currency or transaction currency.

Note
If changing this default value is not feasible, the system administrator can augment the capabilities of the application configurations Top Down Cost Element
Group Planning and Cost Element Planning (Basic) by changing the configuration of the selection block so that the hidden field Currency Type is
displayed.
It is not necessary to change the configuration for the Cost Element Planning (Additional Features) application configuration. Instead, use the Cost Element
Planning (Multiple Currencies) application configuration as being able to plan using multiple currencies is the only difference between these two
configurations.

Planning Phases
With the exception of the Top Down Cost Element Group Planning application configuration, you can plan costs by fiscal year or by period. For example, the
Cost Element Planning (Additional Features) application configuration, allows you to plan primary costs by year or by period
Planning by Year
Regardless of your selection of posting periods, the entry fields, Amount or Quantity , always represent the totals of the whole fiscal year. The system distributes
the entered value to the selected posting periods when you save or move to another planning screen in the same stack. If you change a value, the delta value of
the change is distributed. The distribution is done in an analog way so if the selected posting periods have zero value, the delta value is distributed equally.
Otherwise, the delta value is distributed by the ratio of period values. You can also distribute the value manually.

Caution
With personalization you can change the way the planning screens are arranged, for example, you can change the stacking so that planning screens appear
below each other or in several stacks. If you change the screens so they display across several stacks and move to a screen belonging to another stack after
you change yearly values, you must distribute the values manually by choosing Distribute to see the effect of a yearly value change on period distribution.

Planning by Period
When planning by period, you can change the period-based distribution of your plan value.

Activities
You can create detailed planning using cost elements and run a report to compare your planning data with previous fiscal years. In addition, you can change your
planning data or use planning functions and the system updates the planning data.
For more information about planning by cost elements, see Planning by Cost Elements.

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