B57_BPC075_BB_ConfigGuide_EN_DE.doc

SAP BusinessObjects Planning and Consolidation 7.5, version for the Netweaver platform

September 2011

English

Business Planning and Consolidation - Administration

SAP AGDietmar-Hopp-Allee 16D 69190 WalldorfGermany

Configuration Guide

SAP Best Practices Business Planning and Consolidation – Administration: Configuration Guide

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SAP Best Practices Business Planning and Consolidation – Administration: Configuration Guide

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide

Contents

Business Planning and Consolidation - Administration...............................................................6

1 Use....................................................................................................................................... 6

2 Terminology......................................................................................................................... 6

3 Navigation in the System.....................................................................................................6

4 Configuration........................................................................................................................ 7

4.1 Central Note for SAP Business Planning and Consolidation.........................................7

4.2 Creating a New Application Set.....................................................................................7

4.2.1 Updating the Category Dimension........................................................................9

4.2.2 Updating the InputCurrency Dimension..............................................................10

4.2.3 Updating the P_ACCT Dimension.......................................................................11

4.2.4 Updating the P_CC Dimension...........................................................................12

4.2.5 Updating the R_ACCT Dimension.......................................................................14

4.2.6 Updating the R_Entity Dimension.......................................................................15

4.2.7 Updating the RptCurrency Dimension.................................................................16

4.2.8 Updating the Time Dimension.............................................................................18

4.2.9 Creating the Customer Dimension......................................................................19

4.2.10 Creating the HCM_Account Dimension...............................................................20

4.2.11 Creating the HCM_GRADE Dimension...............................................................22

4.2.12 Creating the HCM_Salary_Type Dimension........................................................23

4.2.13 Creating the Product Dimension.........................................................................24

4.2.14 Creating the SalesAccount Dimension................................................................25

5 Creating Applications.........................................................................................................27

5.1 Creating the HCM_Planning Application......................................................................27

5.2 Creating the HCM_RATE Application..........................................................................28

5.3 Adjusting Rate Application...........................................................................................29

5.4 Creating the Sales_Planning Application.....................................................................29

5.5 Creating the PL_Planning Application.........................................................................30

6 Security.............................................................................................................................. 31

6.1 Maintaining Task Profiles.............................................................................................32

6.2 Maintaining Member Access Profiles...........................................................................33

6.3 Creating Teams...........................................................................................................35

6.4 Creating BPC Users and Assigning to Team...............................................................36

7 Setting Application Set Status............................................................................................38

8 Setting Work Status...........................................................................................................38

8.1 Setting Work Status on Application Set Level..............................................................38



8.2 Setting Work Status on Application level.....................................................................38

9 Setting Application Parameters..........................................................................................40



Business Planning and Consolidation - Administration

1 UseThis document describes how to carry out activities in the Business Planning and Consolidation application, such as creating new application sets, applications, and dimensions as well as managing data.

2 TerminologyApplication SetsAn application set is a group of applications. An application set contains a set of dimensions that may be shared among its applications.

ApplicationsAn application is a functional unit used for a particular purpose (for example: finance application, sales application). Applications may share dimensions with other applications within the same application set, or have dimensions that are unique.

DimensionsDimensions consist of members. If the members of the dimension are arranged in a hierarchical order, the relationship between members is described with terms such as Parent, Child, and Sibling.

PropertiesDimension members are described by properties.

DataData is described by dimension members.

3 Navigation in the SystemWhen you start the Business Planning and Consolidation application you first see the Launch Page, from where you can select the user interface that you want to work in, for example Admin Console, Interface for Excel, and so on.

Once you have chosen one of the options mentioned above, you see the Action Pane on the right-hand side of your screen, where you can select your tasks and activities. With the buttons at

the top you can see details on the session information, the login information and the current view (CV). You have two options to change the current view:

In this view, choose the links of the application or the dimensions directly to change the view.



In this view, the drop-down list gives you a history of the applications or dimensions you have already chosen in the past. If you want to choose an application or dimension you have not viewed in the past yet, do not choose it from the drop-down list, but choose the entry (for example: Application, Category) to the left of the drop down list.

Below the title, for example BPC Admin Console, you can choose various tasks.

With the buttons at the bottom you can open other available interfaces or with See Also open the BPC help.

As you go through a certain task, you see the tree structure on the left-hand side of the screen.

At the top of the Action Pane you can navigate back and forth with the arrows. With the Home button you can return to the start page of the specific BPC application you are in.

4 Configuration4.1 Central Note for SAP Business Planning and ConsolidationProcedureBefore you start with the installation process check the following Note:

SAP Note #

Description / Symptom Component

1620123 SAP Best Practices for BPC (Netweaver) V1.75 SV-SMB-AIO-BP-BPC



4.2 Creating a New Application SetUseBusiness Planning and Consolidation is delivered with a sample application set called ApShell. This application set is used as a starting point for the new application set SAP_BP_Planning.

The SAP_BP_Planning application set is the basis for the following scenarios:

B59 – Business Result Analysis and Simulation

B61 – Sales Planning

B62 – HCM Planning

B63 – PL Planning

B60 – Performance Review and Forecast

The BPC – Legal Consolidation scenario is delivered in a separate application set, which is described in the B64 - Legal Consolidation Configuration Guide.

Procedure1. Open the Business Planning and Consolidation application.

Use the user that has been used during BPC installation to create the new application set.

2. From the launch page, choose Administration.

3. On the Administration screen, choose Manage Application Sets under the title Admin console Tasks.

4. In the occurring dialog box, choose ApShell in the Select AppSet field. Then choose OK.

5. If the Connection Wizard appears, enter the required data. Then choose Finish.

6. The administration page opens. In the left screen area, choose ApShell (the top node of the tree).

7. In the action pane in the right-hand screen area, choose Add a new application set. The Add a New Application Set Step 1 of 2 action pane is displayed.

8. In the upper field, enter the application set name, for example SAP_BP_Planning. (In this document, we always refer to the new application set as SAP_BP_Planning.)

9. In the middle field, enter a description, for example SAP Best Practices Planning.

10. In the lower field, choose ApShell as the application set, which is duplicated.

11. Choose Go to Next Step 2 of 2.

12. Under the headline Which records do you want to copy? mark all checkboxes except Database records.

13. Choose Add a New Application Set.

14. In the Add a new application set dialog box, choose OK when the task has been successfully completed.



ResultYou have created the Best Practices application set, which you can now configure to your needs.

By default, you are still working in the original ApShell application set. To switch to your newly created application set, carry out the following steps:

1. In the upper part of the action pane choose the link ApShell underneath the entry Session Information.

2. In the BPC dialog box, choose Connection Wizard.

3. In the Connection Wizard, choose the correct server and choose Next twice. (If necessary enter your user id and password.) Choose SAP_BP_Planning as Default application set and choose Next again. Review the summary and choose Finish.

4. In the BPC dialog box, choose OK.

4.2.1 Updating the Category DimensionProcedure1. Open the SAP_BP_Planning tree in the left-hand screen area and choose Dimension Library.

2. In the dimension library of the SAP_BP_Planning tree in the left-hand screen area, choose the Category dimension. In the action pane choose Maintain dimension property.

3. In the Dimension information screen area, maintain the properties according to the following table:

Simply add the new dimension properties and delete the ones which are not necessary. The system will automatically sort the properties alphabetically.

Dimension InformationNo. Property Name Length

1 CATEGORY_FOR_OPE 10

2 COMPARISON 20

3 EVDESCRIPTION 60

4 FX_DIFFERENCE_ONLY 10

5 FX_SOURCE_CATEGORY 10

6 RATE_CATEGORY 10

7 RATE_PERIOD 10

8 RATE_YEAR 10



9 STARTMTH 3

10 YEAR 10



4. In the action pane, choose Modify Dimension Property.

5. Choose OK in the confirmation screen

6. In the Modify dimension dialog box, choose OK when the task has been successfully completed.

7. Mark the dimension again and choose Maintain dimension members in the action pane.

8. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation CD. Copy the whole Category sheet into BPC.

The Excel file serves as an example which corresponds to the SAP Best Practices demo data (for example sample revenue data), which later is uploaded into the system. Of course you can change the data according to your needs, however remember to change the demo data accordingly. The demo data files are also located in the Misc folder on the documentation DVD.

9. In the action pane, choose Save to Server.

10. In the action pane, choose Process dimension.

11. In the Process dimensions dialog box, choose OK.

For Excel 2007 users, there might be a popup window asking whether the dimension member sheet should be saved in Excel 97-2003 format or Excel 2007 format. It is recommended to save it in Excel 97-2003 format in case there are still BPC users using Excel 2003 in your organisation.

12. In the Validate & Process Dimension dialog box, choose OK when the task has been successfully completed.

ResultYou have updated Category dimension.

4.2.2 Updating the InputCurrency DimensionProcedure1. Open the SAP_BP_Planning tree in the left-hand screen area and choose Dimension Library.

2. In the dimension library of the SAP_BP_Planning tree, in the left-hand screen area, choose the InputCurrency dimension. In the action pane, choose Maintain dimension property.






1 ENTITY 20

2 EVDESCRIPTION 60

3 MD 2

4 REPORTING 2

5 SCALE 2







8. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation DVD. Copy the whole InputCurrency sheet into BPC.







ResultYou have updated InputCurrency dimension.

4.2.3 Updating the P_ACCT DimensionProcedure1. Open the SAP_BP_Planning tree in the left-hand screen area and choose Dimension Library.

2. In the dimension library of the SAP_BP_Planning tree in the left-hand screen area, choose the P_ACCT dimension. In the action pane, choose Maintain dimension property.


Simply add the new dimension properties and delete the ones which are not necessary. The system automatically sorts the properties alphabetically.




1 ACCTYPE 3

2 CORRESPOND 10

3 ELIMACC 10

4 EVDESCRIPTION 60

5 FINSTMT 2

6 FORMAT 5

7 FORMULA 255

8 GROUP 10

9 IS_INPUT 2

10 RATETYPE 10

11 SCALING 1

12 SOLVEORDER 20

13 TEMPLATE 10







8. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation DVD. Copy the whole P_ACCT sheet into BPC.







ResultYou have updated P_ACCT dimension.

4.2.4 Updating the P_CC DimensionProcedure1. Open the SAP_BP_Planning tree in the left-hand screen area and choose Dimension Library.

2. In the dimension library of the SAP_BP_Planning tree in the left-hand screen area, choose the P_CC dimension. In the action pane, choose Maintain dimension property.






1 CURRENCY 20

2 DRILLKEY 5

3 EVDESCRIPTION 60

4 FUNCTION 10

5 FX_TYPE 10

6 GROUP 5

7 LEVEL 1

8 OWNER 80

9 PLANNING 10

10 REPORT 10

11 REVIEWER 80

12 STYLE 10







8. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation DVD. Copy the whole P_CC sheet into BPC.


9. Replace the entries with <appropriate user ID> for property Owner and Reviewer with the appropriate user ID (for example <local server or domain name>\<user ID>)

In current phase, you can use Admin User as Owner and Reviewer, you may assign other Owner or Reviewer after creating new user in chapter Security, and re-process P_CC dimension member with new Owner and Reviewer.




For Excel 2007 users, there might be a pop-up window asking whether the dimension member sheet should be saved in Excel 97-2003 format or Excel 2007 format. It is recommended to save it in Excel 97-2003 format in case there are still BPC users using Excel 2003 in your organisation.

13. In the Validate & Process Dimension dialog box, choose OK when the task has been successfully completed. Ignore the warning message.

ResultYou have updated P_CC dimension.

4.2.5 Updating the R_ACCT DimensionProcedure1. Open the SAP_BP_Planning tree in the left-hand screen area and choose Dimension Library.

2. In the dimension library of the SAP_BP_Planning tree, in the left-hand screen area, choose the R_ACCT dimension. In the action pane, choose Maintain dimension property.






1 ACCTYPE 3

2 EVDESCRIPTION 60

3 FORMAT 20

4 GROUP 50

5 RATETYPE 10

6 SCALING 1

7 STYLE 4







8. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation DVD. Copy the whole R_ACCT sheet into BPC.





For Excel 2007 users, there might be a pop-up window asking whether the dimension member sheet should be saved in Excel 97-2003 format or Excel 2007 format. It is recommended to save it in Excel 97-2003 format in case there are still BPC users using Excel 2003 in your organisation.


ResultYou have updated R_ACCT dimension.

4.2.6 Updating the R_Entity DimensionProcedure1. Open the SAP_BP_Planning tree in the left-hand screen area and choose Dimension Library.

2. In the dimension library of the SAP_BP_Planning tree in the left-hand screen area, choose the R_Entity dimension. In the action pane choose Maintain dimension property.






1 CURRENCY 20

2 EVDESCRIPTION 60

3 GROUP 10

4 OWNER 255

5 STYLE 10







8. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation DVD. Copy the whole R_ENTITY sheet into BPC.







ResultYou have updated R_ENTITY dimension.

4.2.7 Updating the RptCurrency DimensionProcedure1. Open the SAP_BP_Planning tree in the left-hand screen area and choose Dimension Library.

2. In the dimension library of the SAP_BP_Planning tree, in the left-hand screen area, choose the RptCurrency dimension. In the action pane, choose Maintain dimension property.






1 CURRENCY_TYPE 10

2 ENTITY 20

3 EVDESCRIPTION 60

4 GROUP_CURRENCY 10

5 PARENT_GROUP 10

6 REPORTING 2

7 STORE_GROUP_CURR 10







8. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation DVD. Copy the whole RptCurrency sheet into BPC.







ResultYou have updated RptCurrency dimension.

4.2.8 Updating the Time DimensionProcedure1. Open the SAP_BP_Planning tree in the left-hand screen area and choose Dimension Library.

2. In the dimension library of the SAP_BP_Planning tree in the left-hand screen area, choose the Time dimension. In the action pane choose Maintain dimension property.






1 CURRENT 8

2 EVDESCRIPTION 60

3 FISCALYEAR 10

4 FORMULA 500

5 FXTRANS 10

6 ISBEGINNING 1

7 LASTMONTH 10

8 LEVEL 10

9 MONTHNUM 3

10 NEXT 8

11 NEXTTOTAL 10

12 PERIOD 10

13 PRIOR 8

14 SOLVEORDER 20

15 STYLE 2

16 TIMEID 12

17 YEAR 10







8. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation CD. Copy the whole Time sheet into BPC.




11. In the Process dimensions dialog box, choose Full Process, then choose OK.



ResultYou have updated Time dimension.

4.2.9 Creating the Customer DimensionPrerequisitesYou have opened the newly created application set as described in the note above.

Procedure1. Open the SAP_BP_Planning tree in the left-hand screen area and choose Dimension Library.

2. In the action pane, on the right-hand side, choose Add a new dimension.

3. In the upper field, enter Customer as a dimension name.

4. In the lower field, enter Customer as a description.

5. Choose Go to Step 2 of 3.

6. In the Dimension Type field, choose User Defined from the drop-down menu.




8. Maintain the properties according to the following table:



1 CURR 10

2 EVDESCRIPTION 60

3 SCALING 1



9. Choose Add a New Dimension.

10. In the Add a New Dimension dialog box, choose OK when the task has been successfully completed.

11. In the dimension library of the Best Practices tree, in the left-hand screen area, choose the newly created dimension.

12. In the action pane, choose Maintain dimension members.

13. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation DVD. Copy the whole Customer sheet into BPC.






ResultYou have created a Customer dimension.

4.2.10 Creating the HCM_Account DimensionPrerequisitesYou have opened the newly created application set as described in the note above.


2. In the action pane, on the right-hand side choose Add a new dimension.

3. In the upper field, enter HCM_Account as a dimension name.

4. In the lower field, enter HCM_Account as a description.


6. In the Dimension Type field, choose Account from the drop-down menu, choose None in Reference Dimension drop-down menu.







1 ACCTYPE 3

2 DISPLAY 2

3 EVDESCRIPTION 60

4 IS_INPUT 1

5 LIST 20

6 RATETYPE 10

7 SCALING 1

8 TYPELIM 20







13. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation DVD. Copy the whole HCM_Account sheet into BPC.






ResultYou have created a HCM_Account dimension.

4.2.11 Creating the HCM_GRADE DimensionPrerequisitesYou have opened the newly created application set as described in the note above.



3. In the upper field, enter HCM_GRADE as a dimension name.

4. In the lower field, enter HCM_GRADE as a description.


6. In the Dimension Type field, choose User Defined from the drop-down menu, choose None in Reference Dimension drop-down menu.







1 DISPLAY 2

2 EVDESCRIPTION 60

3 SCALING 1







13. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation DVD. Copy the whole HCM_GRADE sheet into BPC.






ResultYou have created a HCM_GRADE dimension.

4.2.12 Creating the HCM_Salary_Type DimensionPrerequisitesYou have opened the newly created application set as described in the note above.



3. In the upper field, enter HCM_Salary_Type as a dimension name.

4. In the lower field, enter HCM_Salary_Type as a description.









1 ACCTYPE 3

2 EVDESCRIPTION 60

3 IS_INPUT 1

4 LIST 20

5 MONTHLY 2

6 RATETYPE 10

7 SCALING 1

8 TYPELIM 20







13. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation DVD. Copy the whole HCM_Salary_Type sheet into BPC.






ResultYou have created a HCM_Salary_Type dimension.

4.2.13 Creating the Product DimensionPrerequisitesYou have opened the newly created application set as described in the note above.



3. In the upper field, enter Product as a dimension name.

4. In the lower field, enter Product as a description.


6. In the Dimension Type field, choose User Defined from the drop-down menu.







1 EVDESCRIPTION 60

2 SCALING 1

3 COGS 10







13. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation DVD. Copy the whole Product sheet into BPC.






ResultYou have created a Product dimension.

4.2.14 Creating the SalesAccount DimensionPrerequisitesYou have opened the newly created application set as described in the note above.



3. In the upper field, enter SalesAccount as a dimension name.

4. In the lower field, enter SalesAccount as a description.







Simply add the new dimension properties and delete the ones that are not necessary. The system automatically sorts the properties alphabetically.


1 ACCTYPE 3

2 ELIMACC 20

3 EVDESCRIPTION 60

4 FINSTMT 5

5 FORMAT 20

6 FORMULA 500

7 GROUP 20

8 IS_INPUT 1

9 LIST 20

10 PROFITLOSSACCT 20

11 RATETYPE 10

12 SCALING 1

13 SOLVEORDER 20

14 STYLE 20

15 TEMPLATE 20

16 TRANSFER 5

17 TYPELIM 20

18 UNARYOPERATOR 1







13. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation DVD. Copy the whole SalesAccount sheet into BPC.

The Excel file serves as an example that corresponds to the SAP Best Practices demo data (for example sample revenue data), which later is uploaded into the system. Of course you can change the data according to your needs, however remember to change the demo data accordingly. The demo data files are also located in the Misc folder on the documentation DVD.





ResultYou have created a SalesAccount dimension.

5 Creating Applications5.1 Creating the HCM_Planning ApplicationUseThis step is to create a new application HCM_Planning to maintain HCM planning headcounts and expenses.

Procedure1. In the SAP_BP_Planning tree, in the left-hand screen area, choose Application.

2. In the action pane, choose Add a new application. The Add a New Application - Step 1 of 4 action pane is displayed.

3. In the New Application Name field, enter HCM_Planning.

4. In the Description field, enter HCM Planning.


6. Mark the radio button Financial underneath the entry Reporting Type.




8. In the Select Source Application field, choose the entry PLANNING.

9. In the Rate application field, select the entry Rate.

10. Underneath the Select Application Option, mark the checkbox Currency Conversion.


12. Deselect Dimensions and choose Add a New Application.

13. Choose Add a New Application on the right-hand of the screen .

14. In the Create application dialog box, choose OK when the task has been successfully completed.

15. In the SAP_BP_Planning tree, in the left-hand screen area, choose HCM_Planning under the Application node.

16. In the action pane, choose Modify application.

17. In the Application Dimensions, maintain the application so that it looks like this:

Appset Dimensions Type Secure

Category C Y

HCM_Account A

HCM_GRADE U

P_CC E Y

RptCurrency R

Time T



18. Choose Modify Application, choose Yes in the dialog box to confirm the modification.

19. In the Modify application dialog box, choose OK when the task has been successfully completed.

5.2 Creating the HCM_RATE ApplicationUseThis step is to create a new application HCM_RATE to maintain HCM related foreign currency rate.


2. In the action pane, choose Add a new application. The Add a New Application - Step 1 of 4 action pane is displayed.

3. In the New Application Name field, enter HCM_RATE.

4. In the Description field, enter HCM RATE.


6. Mark the radio button Rate underneath the entry Non-Reporting Type.


8. In the Select Source Application field, choose the entry Rate.





13. In the SAP_BP_Planning tree, in the left-hand screen area, choose HCM_RATE under the Application node.




Category C Y

HCM_GRADE U

HCM_Salary_Type A

R_Entity E Y

Time T





5.3 Adjusting Rate ApplicationUseThis step is to adjust existing application Rate to maintain foreign currency rate.


2. Choose Rate application, then in the action pane, choose Modify application.



Category C Y

InputCurrency R

R_ACCT A

R_Entity E Y

Time T



5.4 Creating the Sales_Planning ApplicationUseThis step is to create a new application Sales_Planning to maintain sales revenues and sales margins.


2. In the action pane, choose Add a new application. The Add a New Application Step 1 of 4 action pane is displayed.

3. In the New Application Name field, enter Sales_Planning.

4. In the Description field, enter Sales Planning.








10. Underneath the entry Business rules tables, mark the checkbox Currency conversion rules.





15. In the SAP_BP_Planning tree, in the left-hand screen area, choose Sales_Planning under the Application node.




Category C Y

Customer U

P_CC E Y

Product U

RptCurrency R

SalesAccount A

Time T





5.5 Creating the PL_Planning ApplicationUseThis step is to create a new application PL_Planning to maintain profit and loss planning data.


2. In the action pane, choose Add a new application. The Add a New Application Step 1 of 4 action pane is displayed.

3. In the New Application Name field, enter PL_Planning.

4. In the Description field, enter PL Planning.






10. Underneath the entry Business rules tables, mark the checkbox Currency conversion rules.





15. In the SAP_BP_Planning tree, in the left-hand screen area, choose PL_Planning under the Application node.




Category C Y

P_ACCT A

P_CC E Y

RptCurrency R

Time T





6 SecurityUseThis section describes how to create user access to the system and maintain task profiles. The settings described here serve as examples. If necessary, adapt the settings according to the needs of your organization.

6.1 Maintaining Task ProfilesUseTask profiles determine what types of activity users can perform in BPC. In this activity you add data manager and analysis collection tasks to a specific profile. You can skip this section if you already have these tasks assigned to your profile. To check this, open the Interface for Excel. If you find the entries Manage Data and Data Input in the action pane, you do not have to carry out the steps described below.

Procedure1. From the hierarchical view on the left side of BPC Administration, expand the Security

Task Profiles folder.

2. From the Action Pane, select Add new task profiles.

3. Enter as Profile Name BP_Planning.

4. Enter as Profile Description of BP Planning User Profile.

5. Choose Next to continue.

6. From the View tasks by interface drop down list box, select BusinessProcessFlow. Allow access to the task BPFExecution.

7. Using the same procedures, allow access to the following tasks for the following interfaces:

Interface Tasks

BusinessProcessFlow BPFExecution

ManageBPF

WorkStatus SetWorkStatus

ZFP AccessContentLib

LiveReport

AnalysisCollection eAnalyze

ManageTemplate

SubmitData

File Access Update to company folder

DM Execute



GeneralAdmin

PrimaryAdmin

TeamLeadAdmin




9. Do NOT assign any teams or users at this time and choose Next to continue. The Finish screen is displayed.

10. Choose Apply to process the team profile.

11. Confirm the information The task has successfully finished with OK.

ResultNow you are able to perform data management tasks.

6.2 Maintaining Member Access ProfilesProcedure1. In the SAP_BP_Planning tree, in the left-hand screen area, expand the entry Security

Member Access Profiles.

2. From the Action Pane, select Add new member access profile. Enter as Profile Name SalesTeam1MbrAccPrf.

3. Enter as Profile Description Planning Member Access Profile for SalesTeam1.


5. Define the following member access settings on the HCM_Planning Application panel:

Access Dimension Member

Read & Write Category [ALL] (Choose the field with the three dots

. In the dialog box, mark the checkbox All members in dimension and choose OK.)

Read & Write P_CC [SalesTeam1] (Choose the field with the

three dots . In the dialog box, mark the SalesTeam1 and choose OK.)



6. Select HCM_Rate Application panel and define the following member access settings:


Read Only Category [ALL] (see above)

Read Only R_Entity [ALL] (see above)



7. Select PL_Planning Application panel and define the following member access settings:


Read & Write Category [ALL] (see above)

Read & Write P_CC [SalesTeam1] (see above)



8. Select Rate Application panel and define the following member access settings:



Read Only R_Entity [ALL] (see above)



9. Select Sales_Planning Application panel and define the following member access settings:



Read & Write P_CC [SalesTeam1] (see above)




11. DO NOT assign any teams or users at this time and choose Next to continue. The Finish screen is displayed.

12. Choose Apply to process the member access profile.


14. Repeat step 1 to step 10 accroding to following table.

Member Access Profile

Profile Description

Application Access Dimension Member

SalesTeam2MbrAccPrf

Planning Member Access Profile for SalesTeam2

HCM_Planning

Read & Write Category [ALL]

Read & Write P_CC SalesTeam2

HCM_RATE Read Only Category [ALL]

Read Only R_Entity [ALL]

PL_Planning Read & Write Category [ALL]


Rate Read & Write Category [ALL]

Read Only R_Entity [ALL]

Sales_Planning



CorporateHQMbrAccPrf

Planning Member Access Profile for CorporateHQ

HCM_Planning


Read & Write P_CC [ALL]

HCM_RATE Read & Write Category [ALL]

Read & Write R_Entity Global



Rate Read & Write Category [ALL]

Read & Write R_Entity [ALL]

Sales_Planning



FI TeamMbrAccPrf

FI TeamMbrAccPrf

HCM_Planning


Read & Write P_CC FinancialDept


Read Only R_Entity Global


Read & Write P_CC FinancialDept

HR HR HCM_Planni Read & Write Category [ALL]



TeamMbrAccPrf

TeamMbrAccPrf

ng Read & Write P_CC HRDept




Read & Write P_CC HRDept

IT TeamMbrAccPrf

IT TeamMbrAccPrf

HCM_Planning


Read & Write P_CC ITDept




Read & Write P_CC ITDept

RATE Read & Write Category [ALL]

Read & Write R_Entity Global



ResultYou have modified the member access profiles according to your needs.

6.3 Creating TeamsProcedure1. From the hierarchical view on the left side of BPC Administration, expand the Security

Teams folder.

2. From the Action Pane, select Add new team. Enter as Team Name SalesTeam1.

3. Enter as Team Description SalesTeam1 User Team.


5. DO NOT include any users at this time and choose Next to continue.

6. Define the BPC Access to match the following settings:

Task Profile Member Access Profiles Enable

BP_Planning SalesTeam1MbrAccPrf




8. Choose Apply to process the team.



Team Name Team Description Task Profile Member Access Profile

SalesTeam2 SalesTeam2 User Team BP_Planning SalesTeam2MbrAccPrf

FI Team FI Department Team BP_Planning FI TeamMbrAccPrf

HR Team HR Team BP_Planning HR TeamMbrAccPrf

IT Team IT Team BP_Planning IT TeamMbrAccPrf

CORPTeam CORP Team BP_Planning CorperateHQMbrAccPrf

Manager Team

Manager Team BP_Planning



6.4 Creating BPC Users and Assigning to TeamPrerequisitesIn Windows Server, you need to create following users to proceed further. To do this by choose Start Settings Control Panel Administration Tools Computer Management Local Users and Groups in your Windows Server. Then in the right windows, right click and select New User.

User ID Full Name

MGR_CORP Corporate Manager

MGR_FI Financial Department Manager

Mgr_HR HR Department Manager

MGR_IT IT Department Manager

MGR_S1 Sales Team1 Manager

MGR_S2 Sales Team2 Manager

Planner_CORP Corporate Planner

Planner_FI Financial Department Planner

Planner_HR HR Department Planner

Planner_IT IT Department Planner

Planner_S1 Sales Team 1 Planner

Planner_S2 Sales Team 2 Planner



Procedure1. From the tree view, expand the Security Users <your domain> folder.

2. Choose Add new user to include more user to this application set.

3. Choose drop down of Available domains.

4. Choose your users and select arrow to new users for example: MGR_S1, into Selected for BPC access.

5. Choose Next.

6. Maintain Email & IMadress for each new user.

7. Choose Next.

8. In the Assignments screen on the Assign to teams tab, mark all relevant users. In the Team field, choose the entry SalesTeam1.

9. Choose the arrow pointing to the right to add the users to the Selected Users screen area.

10. In the Team field, choose the entry Manager Team.

11. Choose the arrow pointing to the right to add the users to the Selected Users screen area

12. In the Assignments screen on the Assign to task profile tab, mark all relevant users. In the Team field, choose the entry task profile BP_Planning.


14. In the Assignments screen on the MemberAccess profile tab, mark all relevant users. In the Team field, choose the entry task profile SalesTeam1MbrAccPrf.



17. Choose Apply to process the users.

18. Confirm the information The task has successfully completed with OK.


User Team Task Profile Member Access Profile Note

MGR_S1 SalesTeam1

Manager Team


Planner_S1 SalesTeam1 BP_Planning SalesTeam1MbrAccPrf

MGR_S2 SalesTeam2

Manager Team


Planner_S2 SalesTeam2 BP_Planning SalesTeam2MbrAccPrf

MGR_FI FI Team

Manager Team

BP_Planning FITeamMbrAccPrf Team leader for FI Team

Planner_FI FI Team BP_Planning FITeamMbrAccPrf



MGR_IT IT Team

Manager Team

BP_Planning ITTeamMbrAccPrf Team leader for IT Team

Planner_IT IT Team BP_Planning ITTeamMbrAccPrf

MGR_HR HR Team

Manager Team

BP_Planning HRTeamMbrAccPrf

CorporateHQTeamMbrAccPrf

Team leader for HR Team

Planner_HR HR Team BP_Planning HRTeamMbrAccPrf

MGR_CORP Manager Team

CORPTEAM

BP_Planning CorporateHQTeamMbrAccPrf

Planner_CORP Manager Team

CORPTEAM

BP_Planning CorporateHQTeamMbrAccPrf



ResultYou have modified the member access profiles according to your needs.

After assigning new user in application set SAP_BP_Planning, you may re-assign Owner & Reviewer in dimension P_CC, and re-process with new assigned users.

7 Setting Application Set StatusUseTo be able to load data for the application set you have created you need to set the status to Available.

Procedure1. Mark the application set SAP_BP_Planning in the tree structure in the left-hand screen area.

2. In the action pane choose Set application set status.

3. Mark the checkbox Available.

4. Choose Update application set status.

ResultThe application set is now available to be worked with from other interfaces, such as BPC for Excel.

8 Setting Work Status8.1 Setting Work Status on Application Set LevelUseTo be able to set the work status in BPF (Business Process Flow), proper status should be configured in advance.

Procedure1. Mark the Work Status in the tree structure in the left-hand screen area.

2. Change the options of Approved status as following.

Work State

Data Manager

Journal Manual Input

Comment Document Controlled By

Unlocked All All All All All Both

Submitted Owner Locked Locked Locked Locked Both

Approved Owner Locked Locked Locked Locked Mgr



3. Choose Update work state in the action pane.

4. Choose Yes if work status is successfully updated.

ResultWork status is updated on Application Set level.

8.2 Setting Work Status on Application levelUseBesides setup the work status on application set level, work status also should be configured correctly on application level.

Procedure1. In the SAP_BP_Planning tree, in the left-hand screen area, expand the entry Application.

2. Expand application Sales_Planning Work Status Setting

3. Maintain the work status setting for Sales_Planning as following.

AppSet Dim Name Work State

SalesAccount No

Cateogry Yes

Customer No

P_CC Owner

Product No

RptCurrency No

Time Yes



4. Select Save Work Status Settings in the action pane.

5. Expand application HCM_Planning Work Status Setting

6. Maintain the work status setting for HCM_Planning as following.


Category Yes

HCM_GRADE No

HCM_Account No

P_CC Owner

RptCurrency No

Time Yes


8. Expand application PL_Planning Work Status Setting



Cateogry Yes

P_ACCT No

P_CC Owner

RptCurrency No

Time Yes


11. Expand application HCM_RATE Work Status Setting



Cateogry Yes

HCM_GRADE No

HCM_SALARY_TYPE No

R_ENTITY Owner

Time Yes


ResultWork status is updated on Application level.

9 Setting Application Parameters1. From the BPC Launch Page, choose Administration. The Web Admin Tasks page is

displayed.



2. From the Action Pane, make sure AppSet is SAP_BP_Planning, Application is PL_Planning.

3. Choose Set Application Parameters.

4. Maintain following parameters, then select Update.

KeyID Value

APPROVALORG H1

5. Repeat 1 to 4 for application Sales_Planning and HCM_Planning.


Documents

B57_BPC075_BB_ConfigGuide_EN_DE.doc