.. Financial Operations Departmental Financial Planning Copy a Plan Contents Overview Go to the Initial Screen Enter Plan Information Run the Program Read the Report   Overview Use this screen to copy planning budget data from your existing departmental financial plan into a new plan for the same cost object(s) and cost element(s). You can copy between fiscal years and periods and between planning versions if you have access to any planning version. You cannot copy to or from budget versions 0, 1, and 2, or between cost objects. Note You can display your existing plan first to see the budget data before copying it. See Departmental Financial Planning: Display a Plan for instructions. top   Go to the Initial Screen Use the following navigation path from the User Menu screen, or type in the transaction code from any screen: Navigation Path: - User Menu - Role ZMIT - Planning/Budgeting - Create/Change Plan - Copy Plans Transaction Code : /nzcop Result: The "Copy Plans Between Fiscal Periods" screen is displayed. top   Enter Plan Information Type in or select one or more of the fields listed in the following table. Remember, more precisely defined reports generally take less time to run. In some fields, you can use the Matchcode (PC: ) search function to find the data you want. (See Getting Started: Matchcodes.) Many fields offer Multiple Selections for entering nonconsecutive numbers or multiple ranges of data. (See Reporting Fundamentals: Selection Options for Setting Report Parameters.) Important The new plan must use the same cost objects and cost elements as the plan you are copying. Field Name Description Copy From (Template) -- Enter these fields from the existing plan. Version Budget version to be copied from Important You need authorization on Roles to enter budget data for a selected budget version. Fiscal Year Fiscal year to be copied from Fiscal Period Beginning and ending fiscal periods to be copied from Copy To (Target) -- Enter these fields for the new plan. Version Budget version to copy to (can be different than Template Version) Important You need authorization on Roles to enter budget data for the version entered in the Target Version field. Fiscal Year Fiscal year to copy to (can be the same as Template Year if copying to a different budget version) Fiscal Period Beginning and ending fiscal periods to be copied to (does not need to be the same periods as the Template Fiscal Period as long as the number of periods are the same and consecutive) Target Cost Object Ranges Cost Center, Order, WBS Element Enter the cost center, WBS element, or internal order you want to copy (must be the same as for the existing plan). You can also enter ranges of cost centers, WBS elements, or internal orders. Note Budget information cannot be copied from one cost object to another. Cost Element or Cost Element Group Enter the cost element(s) you want to copy, or enter a cost element group (must be the same as for the existing plan). Note It is recommended that you use CEMIT-0 for access to all cost elements. Processing Options Test Run Check this field if you want to verify the new budget plan before you post it. Don't check this field if you want to post the new budget data immediately. Detail Report Check this field to see an online report comparing the template (original) and target (new) budget data. Clear Template Plan Check this field to zero out the original budget plan. Existing Target Data Do not change Click in the radio button if you don't want to overwrite any existing budget data in the Target Cost Object. Reset and overwrite Click in the radio button if you want to delete any existing budget data in the Target Cost Objects and overwrite it with data copied from the Template Cost Object. top   Run the Program Click the Execute button . Tip You may want to run the program as a test run first without posting the data yet. Once you verify that the data is correct, run the report again, this time deselecting the test run option to post your data. top   Read the Report After you run the program, the report appears immediately on your screen. Click the Print button to send the report to your default printer. Click the Back button to return to the entry screen if you need to run the program again to post your new budget data. You can run the Summary Statement or the Account Managers Report to check your new plan against revenues and expenses. top   Copyright 2001 © Massachusetts Institute of Technology SAP for MIT Documentation on the Web Valid From: 12/31/2001