In this IMG activity you define planner profiles that control
the way planning is carried out. A planner profile determines per
planning area which planning layout is to be used. You can create
as many planning layouts as required per planning area. You can use
the profile items, which determine the order of the planning
layouts within a planning area, to assign the same planning layout
to a planner profile in multiple areas, but with a different
default setting each time.
Planner profiles are hierarchically structured:
- Planner Profile Overview
- Settings for Controlling (General) / Profitability
- Layouts for Controlling (General) / Profitability Analysis
- Layout Default Settings
Planner Profile Overview
You can assign any profile, standard
or custom, to an authorization group.
The combination of authorization groups and locked default settings
results in highly detailed authorization assignments for entering
Settings for Controlling (General) / Profitability
Each profile stores planning area
information in the form of items detailing which layouts to use in
planning. The R/3 System recommends areas for the individual
applications. Choose "New entries" to assign further planning
Layouts for Controlling (General) / Profitability Analysis
In each planning area, you determine
which planning layouts appear in which sequence. For each planning
area, you must define at least one profile item and assign a
The "Default settings" indicator
shows whether settings exist.
If you deactivate the "Default
settings not protected" indicator, the user must use the entries
given in planning and may use only the defaulted variables. If the
indicator is active, the entries are default values which can be
overwritten when entering planning.
Layout Default Settings
You can make default settings for the
selection of plan data for each item in the assigned planning
All variables defined in a layout are
referenced during planning as parameters, which you can set with
values per profile item.
If you undertake decentralized planning in your organization,
the planner profiles support organizational structures in the
planning process. You can assign particular user groups to profiles
in which objects have already been preset and finely delimited.
To create entire planner profiles, the planning layouts used
must be available. Complete the IMG activity
The standard R/3 System includes several defined planner
profiles. The names of the profiles begin with SAP. These are
protected, meaning you cannot create custom profiles beginning with
To assign planner profiles to authorization groups, create the
necessary groups in the IMG activity "Create Custom Authorization
Groups". You can use the authorization groups to control which
users have access to which planner profiles. Assign authorizations
with the authorization object "CO: Planner Profiles" (K_TKA50).
Maintain the profiles in the following hierarchical order:
1. Planner Profile Overview
a) To create a new planner profile,
choose "New entries".
b) To copy an existing profile,
select a reference and choose "Copy as".
c) Enter a name and short text for
d) If necessary, assign the planner
profile to an authorization group.
2. Settings for Controlling
a) Select the suggested planning area
for which you want to make settings and choose "Settings for
b) To create a new planning area,
choose "New entries".
3. Layouts for Controlling
a) Select a planning area for which
you want to make settings and choose "Layouts for Controlling
b) Choose "New entries" and enter an
item and previously defined layout.
c) Activate the indicator "Default
settings not protected" if the users may not overwrite the
d) Save your entries and return to
the layout overview screen.
4. Layout Default Settings
a) In the planning area, select the
item for which you want to make settings and choose "Layout default
b) Set the parameters of the defined
variables per profile item for the planning layout.
Assign parameter ID PPP to the users
who are to work with the profile in the user parameters (choose
"System -> User profile -> User parameters").
Note on transport
planner profiles, see the IMG under "Controlling: General ->
Production Start-Up Preparation -> System Configuration
Transport -> Planning Configuration Transport -> Transport
Other Planning Configurations". You can use this function to
transport the complete set of planner profiles from a test to a
Moreover, you can transport individual profiles on the basis of
the planer profile definition.
Note, however, that the R/3 System transports only the entries
in the current navigation step, meaning the one in use at the time
of transport. Dependent entries are not
automatically included. This results in the following:
In each navigation step, the entries must be included in a
correction order. In order that you do not forget an entry, it is
recommended to start at the highest step.
If you transport entries in subordinate steps only, this can
lead to data inconsistencies because subordinate entries are then
For more information, see the R/3 Library under "Controlling
-> Cost Center Accounting -> Cost Center Planning ->
Planning Techniques -> Planner Profiles".