Steps:

1. Produce the planning layout using Tcode KP65

Example:

Z1-103EXCEL is the planning layout.

1-103, copy from layout

2. Tcode KP66, Change Planning Layout

a. Select your new design.

b. Select Edit > General > General Data Selection.

– From the left list, choose the Period field, and drag it to the right list.

– Next, select “Confirm.”

Result:

c. Choosing the Period in the right side and moving it to the left side by double clicking on the “Plan Fix Costs” Column in the layout

– Type in the number 1.

– Next, select “Confirm.”

– To change the name of this column, position the cursor over it, select “Change text,” and then type the new name, for instance: “Plan cost 1.”

Result:

d. Copy the content from Plan Cost 1 column to another one, changing the period value from 1 to 2, 3, and 4 until 12.

The copied column is produced on the left of the current column, as you can see.

e. Remove certain unnecessary columns, such as Plan Consu., Dist (at the expense of Plan Consu. column), Uni, and Q.

f. Keep the design.

Result:

3. Assign the planning profile to the layout:

The following steps are to define user-defined planner profiles: SPRO > IMG > Controlling > Cost Center Accounting > Planning > Manual Planning

– Select the Profile you want to use (or create a new one), then click the “General Controlling” option.

+ If “Cost ctrs: Cost element/activity inputs” is a Planning Area, choose it and head to “Layout for Controlling.”

+ Create a new Planning Area called “Cost ctrs: Cost element/activity inputs” if there isn’t one already, then select it and head to the “Layout for Controlling” page.

– Under the tab “Layouts for Controlling”

Make a new entry and check the boxes next to Overview and Integrated Excel while assigning the new layout.

Result:

Select it, then select the “Default parameter” tab:

– The same layout appears; type an example parameter:

– The following message then appeared:

– Select “Enable Macros” from the pop-up menu after clicking “Overview screen”:

– After that, select “Save file description.”

Additionally, save this file to another Excel file so that it may be used as a reference for uploading.

– Return; the file description is automatically created and updated.

Result:

4. After preparing the data in Excel, you save it as a.txt file.

– You have the option to add new cost elements and switch to another cost centre.

However, you must duplicate the precise names of the cost centre and cost element.

I have a file to upload, for instance:

5. Upload planning data using the tcode KP06 and include the layout you made.

– Select “Extras” > “Excel Planning” > “Upload…”

– A single screen will appear; identify the location of the file to upload and select the appropriate file description for your layout.

– Carry it out.

– If successful, the log will look like this:

End.