Monitoring and integration of an organization's planning processes

• US 20070203775A1
• Filed: 02/28/2006
• Published: 08/30/2007
• Est. Priority Date: 02/28/2006
• Status: Active Grant

• Current Assignee: SAP SE
• Original Assignee: SAP AG (SAP SE)
• Inventors: Glatzel, Dina, Busch, Carsten, Rothley, Martina, Holle, Andreas, Saager, Dirk, Finke, Sabine, Kneisel, Boris, Skyhawk, Ingrid
• Granted Patent: US 8,046,703 B2
• Time in Patent Office: Days
• US Class Current: 705/8
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling

Abstract

A planning monitor and control system is provided for use with an enterprise computing system. The system generates a user interface planning visual display that includes a list view area containing a list of planning projects predefined to be included in a list of planning projects of interest to a user. At least one of the listed planning projects includes an electronically linked electronic planning document that is created and maintained in an application software program module of the enterprise computing system that is separate from the planning monitor and control system. Planning information is generated in the linked planning document as part of the listed planning project to which the planning document is associated. The planning visual display also includes a planning project details view area in which non-final content from the linked planning document is displayed for the associated planning project included in the list view.

Claims

1. A planning monitor and control system for use with an enterprise computing system and comprising executable instructions that when executed by a processor generate a user interface planning visual display comprising:

a list view area containing a list of planning projects predefined to be included in a list of planning projects of interest to a user for whom the planning visual display is intended to be viewed, at least one of the listed planning projects including an electronically linked electronic planning document that is created and maintained in an application software program module of the enterprise computing system that is separate from the planning monitor and control system, wherein planning information is generated in the linked planning document as part of the listed planning project to which the planning document is associated; and

a planning project details view area in which non-final content from the linked planning document is displayed for the associated planning project included in the list view.

2. The planning monitor and control system of claim 1, wherein the application software program module is an electronic spreadsheet application.

3. The planning monitor and control system of claim 1, wherein the application software program module is a transactional application program module.

4. The planning monitor and control system of claim 3, wherein the transactional application program module is a customer relationship management software application module.

5. The planning monitor and control system of claim 1, wherein the user interface planning visual display provides intermediate planning results prior to the availability of final planning results.

6. The planning monitor and control system of claim 1, wherein the planning monitor and control system contains information about planning projects being conducted in different business areas of the organization.

7. The planning monitor and control system of claim 1, wherein the user interface planning visual display displays action areas that when selected initiate a planning computing process relating to a planning project identified in the list view area.

8. The planning monitor and control system of claim 7, wherein the planning computing process is an approval process for the planning project.

9. The planning monitor and control system of claim 7, wherein the planning computing process is a request process for making an electronically forwarded request for data relating to a listed planning project, which electronically forwarded request will be forwarded for action by a person having responsibilities related to the listed planning project for which the request process relates.

10. The planning monitor and control system of claim 1, wherein the list view area contains expandable project listings for viewing planning sub-projects for a listed planning project.

11. The planning monitor and control system of claim 1, wherein the list view area contains visual indicators that identify planning projects included in the list view that are the responsibility of a user for whom the planning view has been generated.

12. The planning monitor and control system of claim 11, wherein the list display includes planning projects for which the user is not responsible but which are related to the listed planning projects for which the user is responsible.