Maintaining a Budget Hierarchy 

  1. Access the overall budget using the Overall budget view.
  2. The Change Overall Budget screen appears.

  3. Select the budget structure element that you want to maintain.

The table below lists the options available to you.

 

The options that are available to you will depend on the budget status of the overall budget.

Function

Menu path

Comments

Rename budget structure element

Edit ® Rename

 

Reassign budget structure element

Edit ® Move

You use this function if you want to move a budget structure element within the budget hierarchy.

Delete budget structure element

Edit ® Delete ® Budget structure element

You use this function if you want to delete a budget structure element.

Copy budget hierarchy

Edit ® Copy ® Budget structure

You use this function if you want to copy a budget hierarchy and all the budget structure elements contained in this hierarchy.

Copy budget structure element

Edit ® Copy ® Budget structure element

You use this function if you want to copy a budget structure element.

Prioritize budget structure elements

Edit ® Sort

You use this function if you want to specify a sort sequence for budget structure elements.

Change attributes of budget structure elements

Extras ® Budget structure element attributes

You use this function if you want to change the classification of the budget of a budget structure element.

Store description

Extras ® Description ® General description

You use this function if you want to store a detailed description for a budget structure element.

Define external number/name

Extras ® External number/name

You can specify the external number/name as a search criterion for accessing the overall budget.

Display hierarchical context of a budget structure element

Extras ® Display BS element assignment

You use this function to display where the budget structure element is located in the budget hierarchy.