Planning Wand
Planning Wand allows Excel to be used as the front end to the SAP Planning functionality.
Planning models are Excel workbooks that typically contain a mixture of Actual and Budget/Forecast values, formulae and formatting as well as cells for entering new budget values. Actual and Budget/Forecast values are reported using GL Wand Get Balance functions and entry cells are linked by the Load Plan function. Planning Wand, together with Excel, enables flexible user defined layouts containing any combination of Actual, Budget/Forecast, Version, Year, Period, Cost Centers, and Cost Elements as required. Budget collection templates are built around the Load Plan Function, which allows one to link plan entry cells to a particular Planning Version and FICO Object(s). Once values have been entered they can be submitted for Validation and Upload.
Two options are available for uploading plans. The first option, “Replace”, allows users to replace any existing plan value with the specified input value in the Load Plan function. The second option, “Add”, allows users to incrementally increase or decrease their existing plan values in SAP. For more information regarding these options please see the Load Plan section.