1. SAP Glossary
  2. Investment Management
  3. overview planning


What is overview planning in SAP IM - Investment Management?


SAP Term: overview planning

  • Component: IM

  • Component Name: Investment Management

  • Description: A method allowing planning of several appropriation request variants in one plan version at the same time.


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  • Key Concepts: 
    Overview planning in SAP Investment Management (IM) is a tool used to plan and manage investments. It allows users to create a comprehensive overview of their investments, including budgeting, forecasting, and tracking. It also provides a platform for analyzing and comparing different investment scenarios. 
    
    How to use it: 
    Overview planning in SAP IM is used to create a comprehensive overview of investments. This includes budgeting, forecasting, and tracking of investments. It also provides a platform for analyzing and comparing different investment scenarios. The user can also use the tool to create reports and analyze the performance of their investments. 
    
    Tips & Tricks: 
    When using overview planning in SAP IM, it is important to ensure that all data is accurate and up-to-date. This will help ensure that the analysis and comparison of different investment scenarios are accurate. Additionally, it is important to regularly review the performance of investments to ensure that they are meeting the desired goals. 
    
    Related Information: 
    For more information on overview planning in SAP IM, please refer to the official SAP documentation. Additionally, there are many online resources available that provide tutorials and tips on how to use this tool effectively.
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