When you define a reclassification rule for a budget structure element, you are specifying in advance that the pay scale classification of this budget structure element’s budget is going to be changed.

This means that you can transfer FTE from the budget of a budget structure element to another budget structure element whose budget has been assigned to a different pay scale.

This process describes how you can define reclassification rules for budget structure elements with FTE budgets.

You must have made the appropriate settings in the following Customizing steps: Overall Budget ® Budget Structure Element Types ® Define reclassification rules and Define Reclassification Rules Allowed for Specific BS Element Types.

The status of the overall budget must be Proposed, Released, Released provisionally, or Being revised.

1. You can define reclassification rules for budget structure elements with FTE budgets.



In the system, "defining" a reclassification rule is referred to as "creating" a reclassification rule.

2. If required, you can store additional administrative information on reclassification rules.
3. If you need to, you can change or delete reclassification rules that have been created.
4. When reclassification rules are activated, a new budget structure element is created with the reclassified FTEs. You can assign this budget structure element anywhere in the budget hierarchy, or have it automatically assigned beneath the donor budget structure element.
5. You can use the new budget structure element and its budget for the purposes of financing persons and positions.

Defining Reclassification Rules

Activating Reclassification Rules

Editing Reclassification Rules