SAP Knowledge Base Article - Public

3221313 - Project Task ID Field Missing in Financial Planning Template

Symptom

Cannot find 'Project Task ID' field in the financial planning excel downloaded from Cost and Revenue work center - Planning view.

Environment

SAP Business ByDesign

Reproducing the Issue

  1. Go to Cost and Revenue work center.
  2. Go to Planning view.
  3. Click on New and select 'Plan Version from Microsoft Excel'.
  4. Select 'New Expense And Income Statement Plan' and click 'Download'.
  5. Open the downloaded excel file.
  6. Cannot see field "Project task ID" in the excel.

Cause

There are many fields not mapped by default. However, it is possible to customize the template according to the business need.

Resolution

Download the excel template and under the Developer tab in Excel, view the source - this is an XML source structure and fields can be mapped to new columns via drag and drop. For example, field 'Project Task ID' can be selected here.

See Also

How to Add a New Field to Existing Templates in SAP ByDesign | SAP Blogs

Keywords

Documentation, Project Task ID, Template, Microsoft Excel , KBA , SRD-FIN-COR , Cost & Revenue , Problem

Product

SAP Business ByDesign all versions