Copy Financial Plan Data
Application component: Planning
App type: Transactional
Line of business: Analytics
Leading industry: Cross Industry
Solution capability: Collaborative Enterprise Planning (S/4, BPC NW)
Description:  With this app, you can select financial plan data in a source category and copy it to a target category.  
An application to to copy plan data to a target plan category based on data selections.
Key features:  You can use this app to:  Search for existing financial plan data by entering values in the filter fields. You need to at least enter a value in the field Plan Category. The plan data in the table is adjusted whenever you change an entry in a filter field.   Copy financial plan data from a source category to a target category. Select the data you want to copy by filling in the filter values as described above and copy the data to a target plan category. If your target category already contains data for the filter selections you entered for the fields Ledger, Ledger Fiscal Year, Fiscal Period, and Company Code, the data of the target category will be overwritten by the data that is copied from the source category. In particular data in the target category that matches the filter values for which no corresponding source data exists will be deleted.   Use the Analyze Financial Plan Data function to analyze the selected data to be copied in the Financial Plan Data app.   Choose Open Financial Plan Data in Related Apps to create your own report from scratch to find the correct data to be copied.   Note If a category stores budgets instead of regular plan data, the new plan value must be higher than the actual values that have already been posted.  Example Plan data exists in Plan Category PLN for:  Ledger 0L   Ledger Fiscal Year 2020   Fiscal Periods 1-12   Company Codes 0001, 0002, and 0003  Plan data exists in Plan Category OPTIMISTIC for:  Ledger 0L   Ledger Fiscal Year 2020   Fiscal Periods 1-12   Company Codes 0001, 0002, 0003, and 0004  When you copy the data, the system responds with a confirmation dialog stating that it will overwrite all plan data in category OPTIMISTIC defined by these filter values because plan data already exists in plan category OPTIMISTIC for ledger 0L and ledger fiscal year 2020.In this example, the plan data that belongs to company code 0004 in category OPTIMISTIC is deleted because it’s contained in the selection defined by the filter values and no data exists for this company code in plan category PLN.If you want to keep the plan data for this company code, you have to restrict the filter for company code to 0001, 0002, and 0003. 
Business roles: Cost Accountant - Overhead
Grant Specialist : 
Is responsible to initiate and perform all grant-related administrative processes, such as preparation of sponsor financial reports, maintenance of master data, grants lifecycle management and execution of grant related transactions like billing.

Budget Specialist - Funds Management : 
Knows the detailed regulations and guidelines for budget structuring and budget processing, and maintains the budget amounts in compliance with these regulations.

Cost Accountant - Overhead : 
Defines overhead master data and the period-end allocation cycle. Implements period-end allocation and monitors overhead costs. Reports expenses on the income statement in the period in which they are incurred.