Skip to Content

CO Planning with Funds Management

Hi all,

I would like to implement planning in CO then move the budget to FM for budget control. CO will be used for costs and comparatives. In FM i am using all 5 elements, FC, Fund, Commitment item, Func Area and Funded Program. I have activated Fund and Functional area in CO and can include them in my planner profile. I want to use WBS element in CO to link it with Funded program in FM. My issue is in KP66 I cant see the WBS element in the field selections in the planner profiles. Please see screen shot attached.

Kindly assist with this.

Many thanks

Jordan

kp66.png (28.5 kB)
Add comment
10|10000 characters needed characters exceeded

  • Get RSS Feed

3 Answers

  • Best Answer
    Feb 10, 2017 at 12:29 PM

    Plan on WBS and derive all FM objects from there. If WBS is statistical, you can assign it to cost centre. If not, you can introduce FM objects directly there.

    Add comment
    10|10000 characters needed characters exceeded

  • avatar image
    Former Member
    Feb 09, 2017 at 01:18 AM

    Hi Jordan, you are modifiying a cost center planner profile, that might be the reason you can't see the wbs element.... try the t-code OPO2

    Regards,

    Humberto

    Add comment
    10|10000 characters needed characters exceeded

    • Hi Eli,

      Thanks for your comment. What is your suggestion if I want to plan in CO integrated with FM such that I move the budget to FM on all 5 FM objects which are Funds Center, Fund, Commitment Item, Functional Area, Funded Program. How will be my planner profile in CO like? We are not using internal orders in CO, but WBS, Cost center.

      Regards

      Jordan

  • Feb 10, 2017 at 11:01 AM

    When you plan in CO, the movement to FM will be done following the strategy you define in FMDERIVE. Could you specify the problem/doubt that you see in your particular case?

    Add comment
    10|10000 characters needed characters exceeded

    • Hi Eli,

      My derivation is as follows:

      Cost Center = Funds Center, Cost Element = Commitment item, WBS = Funded Program, I activated functional area and fund for Controlling so I can plan for these in CO as well. The issue is, i want to plan for all 5 objects in Controlling but in my planner profile i can only have 4 (cant have cost center and WBS in the same profile). How then do i ensure that i plan on all 5 objects at the same time (meaning one line item has to post to all 5 objects)

      Regards

      Jordan.