Defining Planning Target Defaults

This section discusses how to:

Validate and verify planning target details.
Define planning target tolerance rules.
Assign planning target controls.

Pages Used to Define Planning Target Defaults

Page Name	Definition Name	Navigation	Usage
Planning Target Inquiry	BP_TGT_STD_INQ	select Planning and Budgeting, then select Planning and Budgeting Setup, then select Planning Target Defaults, then select Planning Target Validation, then select Planning Target Inquiry	Validate and verify planning target details.
Planning Target Tolerance	BP_TGT_TOLNCE	select Planning and Budgeting, then select Planning and Budgeting Setup, then select Planning Target Defaults, then select Planning Target Tolerance, then select Planning Target Tolerance	Define planning target tolerance rules.
Planning Target Control	BP_TGT_CONTROL	select Planning and Budgeting, then select Planning and Budgeting Setup, then select Planning Target Defaults, then select Planning Target Control, then select Planning Target Control	Define planning target control and assign tolerance rules.

Planning Target Inquiry Page

Use the Planning Target Inquiry page (BP_TGT_STD_INQ) to validate and verify planning target details.

Navigation

select Planning and Budgeting, then select Planning and Budgeting Setup, then select Planning Target Defaults, then select Planning Target Validation, then select Planning Target Inquiry

Image: Planning Target Inquiry page

This example illustrates the fields and controls on the Planning Target Inquiry page. You can find definitions for the fields and controls later on this page.

The system displays only the details from the top-down scenario to be used as a planning target for a bottom-up budget. The planning target details are associated with the planning model ID, activity, and scenario that you select.

From Value and To Value

Enter the dimension value range of the planning target detail rows that you want to display.

If you leave the fields blank, the system displays all valid rows.

View Target Details

Click to display valid rows in the Inquiry Details grid.

The system validates that the target planning centers exist on the same tree level and displays the valid rows. If the planning center does not exist on the same tree level, then no rows appear. Additionally, no rows appear if the budget coordinator has not yet exported the top-down scenario data back to the budget ledger table in the EPM Warehouses.

Note: Planning targets created by using Allocation Manager should be stored in the budgeting ledger using the ledger's natural signage (that is positive [+] or negative [-]) for its account type. When you view the target data in Planning and Budgeting, the system manages the signage according to the account type option settings.

Planning Target Tolerance Page

Use the Planning Target Tolerance page (BP_TGT_TOLNCE) to define planning target tolerance rules.

Navigation

select Planning and Budgeting, then select Planning and Budgeting Setup, then select Planning Target Defaults, then select Planning Target Tolerance, then select Planning Target Tolerance

Image: Planning Target Tolerance page

This example illustrates the fields and controls on the Planning Target Tolerance page. You can find definitions for the fields and controls later on this page.

Currency Code

Enter a currency code that is the base currency identified for the business unit.

From Account and To Account

Enter the account range, which must include the value or roll-up value associated with the planning center target amounts.

The system does not permit overlapping account ranges.

Tolerance Type

Select whether the planning target is allowed to be above target or below target.

Percentage and Amount

Enter the percentage and/or the amount that the tolerance type is allowed to be above or below the planning target.

And/Or

Select whether the percent or amount variances must pass one (Or) or both (And) the percentage and amount values that you specify.

If you do not enter a value in either the Percentage or Amount fields, the system uses only one value to validate the planning target tolerance.

If you are specifying either the percentage or the amount, do not select a value from the And/Or dropdown list box.

Planning Target Control Page

Use the Planning Target Control page (BP_TGT_CONTROL) to define planning target control and assign tolerance rules.

Navigation

select Planning and Budgeting, then select Planning and Budgeting Setup, then select Planning Target Defaults, then select Planning Target Control, then select Planning Target Control

Image: Planning Target Control page

This example illustrates the fields and controls on the Planning Target Control page. You can find definitions for the fields and controls later on this page.

Currency Code

Enter the currency code that is the base currency identified for the business unit.

Role Name

Select the role to which you are assigning the planning target control.

Target Control

Select the target control. Values are:

Active Control: Requires that you validate the budget against the planning targets before submitting it. If the budget totals are not within the tolerance levels, the system indicates that the status is invalid and you cannot submit the budget until you modify the budget and the amount is within the tolerance range of the planning target.

No Control: The system tracks the budget against the defined planning targets but does not generate any warnings or validations. You can still compare their planning targets against the budget amounts using the Planning Targets page in line item budgeting.

None (or if field is left blank): The system does not track or validate planning targets against the budget. The system does not display the Planning Targets page link in line item budgeting. Also, the role is unable to run a Planning Target Analysis report.

Passive Control: Enables you to submit a budget even if the budget is not within the planning target and its tolerance rules. If you selected to use an email template for the Planning Target event on the Assign Email Templates page, the system sends an email to the user of the next planning center level indicating that the budget exceeded tolerance levels.

Tolerance ID

Select the desired tolerance ID for role names with active or passive target control.

You define tolerance IDs using the Planning Target Tolerance page. The tolerance ID must use the same currency code as the defined target control. You cannot assign a tolerance ID to user roles with No Control, None, or a blank setting in the Target Control field.

Note: Regardless of the target control defined for each of the role names, planning target validation and control for the budget will only occur or start at the level in which preparation began in the top-down scenario.

Note: If the coordinator has setup secondary security for the line item activity, you will not be able to access planning target information from the Line Item Details page when it is available. Users with only partial access to the data for a planning center budget will not be able to access the page.