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  1. SAP Glossary
  2. Investment Management
  3. plan version


What is plan version in SAP IM - Investment Management?


SAP Term: plan version

  • Component: IM

  • Component Name: Investment Management

  • Description: A version that shows the planning status of a capital investment program, on the basis of certain approved appropriation requests or appropriation request variants.


Smart SAP Assistant

  • Key Concepts: 
    Plan version is a feature of SAP Investment Management (IM) that allows users to create multiple versions of a plan. This allows users to compare different versions of the same plan and make changes as needed. The plan version feature also allows users to save different versions of the same plan, so that they can be accessed and used at any time. 
    
    How to use it: 
    To use the plan version feature, users must first create a plan in SAP IM. Once the plan is created, users can create multiple versions of the same plan by selecting the “Create Version” option from the menu. This will open a new window where users can enter a name for the new version and make any changes they need. Once the changes are made, users can save the new version and it will be available for use. 
    
    Tips & Tricks: 
    When creating multiple versions of a plan, it is important to give each version a unique name so that it can be easily identified later on. It is also important to save each version after making changes, as this will ensure that all changes are saved and available for use. 
    
    Related Information: 
    For more information on using the plan version feature in SAP IM, please refer to the official SAP documentation. Additionally, there are many online tutorials and videos available that provide step-by-step instructions on how to use this feature.
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