Create User-Defined Planner Profiles

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 Analysis

- Layouts for Controlling (General) / Profitability Analysis

- Layout Default Settings

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 plan data.
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 areas.
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 planning layout
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.
You can make default settings for the selection of plan data for each item in the assigned planning layout.
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.

Example

Requirements

To create entire planner profiles, the planning layouts used must be available. Complete the IMG activity Create Planning Layout.

Standard settings

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 SAP.

Activities

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 the object.
d) If necessary, assign the planner profile to an authorization group.
2. Settings for Controlling (General)
a) Select the suggested planning area for which you want to make settings and choose "Settings for Controlling: General".
b) To create a new planning area, choose "New entries".
3. Layouts for Controlling (General)
a) Select a planning area for which you want to make settings and choose "Layouts for Controlling (General)".
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 parameterized variables.
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 settings".
b) Set the parameters of the defined variables per profile item for the planning layout.
5. Optional steps:
In the IMG activity
Authorization Management , set authorizations as required for object K_TKA50 and assign the authorizations to the Authorization Profiles of the appropriate users.
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

To 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 productive client.

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:

Further notes

For more information, see the R/3 Library under "Controlling -> Cost Center Accounting -> Cost Center Planning -> Planning Techniques -> Planner Profiles".