Activating Reclassification Rules 

Prerequisites

You must have defined a reclassification rule for a budget structure element. The status of the overall budget must be Released.

Procedure

1. Access the overall budget using the Overall budget view.

The Change Overall Budget screen appears.

2. Select the top budget object, and choose View ® Expand.

The entire budget hierarchy is displayed.

3. Select the budget structure element for which you want to activate a reclassification rule, and choose Extras ® Reclassification rule ® Activate.

The Activate Reclassification Rule dialog box appears. In this dialog box, you can see how many FTEs can be reclassified, and how many have already been reclassified.

4. Choose Activate.

The Create Activation dialog box appears. Full-time equivalents that have already been reclassified are displayed in the Activated FTEs column.

5. Select a budget structure element type, and, if necessary, change its validity period.

6. Specify an abbreviation and a name for the new budget structure element that you want to create for the reclassified FTEs.

7. Enter the number of full-time equivalents that the reclassification rule is to affect.

8. If you want to assign the budget structure element to a different place in the budget hierarchy, choose Assign.

If you do not choose Assign, the system will automatically insert the new budget structure element directly underneath the donor budget structure element.

9. Choose Check.

10. Choose Save and close.

11. Choose Continue.

Result

You have activated a reclassification rule. You can now allocate the budget of the new budget structure element created by this rule.