SIMULATION: How to Enter CC and IO Plans using the Excel Upload Template

As part of the annual operating budget process, departments enter their Cost Center (CC) or Internal Order (IO) plans either directly into FIS or using an Excel upload template.

Watch the simulation linked below to learn how to enter and upload your CC and IO plans.

---

Learn More:

• Simulation – Understanding the Linking Table and its Impact on the CO Planning Process
• Resource page – Planning & Controlling Reporting
• Reference Guide – KP06: Entering or Updating CO Plans – Cost Centers & Internal Orders
• Template – Cost Center Plan Upload – Excel 
• Template – Internal Order Plan Upload – Excel 
• Reference Guide – ZFTR050A: Commitment Accounting Assignments Report (Linking Table)
• Simulation – How to Locate your Units’ Cost Center Group Hierarchy

---

Last Updated:  February 23, 2023