Mandatory Assignment of Measures and App. Requests to Programs (SAP Library

Mandatory Assignment of Measures and App. Requests to Programs

Use

When you use investment programs, you normally want to guarantee that all newly created measures and appropriation requests are assigned to investment programs. Therefore, you can make this assignment mandatory in newly created measures and appropriation requests.

Features

Assignment by Means of Screen Layout Control

Normally you assign an appropriation request to an investment program position in the appropriation request master data (on the Control data tab page). The program position field appears in the screen layout control of the appropriation request, and can be designated as a required entry field there. If you make this a required entry field in Customizing for Investment Management, you guarantee that the appropriation request is always assigned to a program position (Choose Appropriation Requests ® Master Data ® Control Data ® Define Screen Layout for Appropriation Requests).

In a similar way, you can ensure the assignment of WBS elements to a program position using the screen layout control for WBS elements (choose Projects as Investment Measures ® Master Data ® WBS Elements ® Define Field Selection). Keep in mind, though, that within a given project you can normally assign only WBS elements of a given level (usually level 1) to a program position. Therefore, you should define only fields for a given level as required entry fields for assignment to a program position.

Assignment by Means of Budget Profile

There is another option for ensuring that measures are assigned to program positions. You can enter a program type for investment programs in the budget profile of the measure. The results of making this entry are as follows:

You cannot enter the overall budget for the measure until it is assigned to an investment program position. This restriction applies, even if you specified explicit budget distribution in the program position (by means of the Budget dist. overall indicator in the program position). It also applies if you specified that the measure should be budgeted separately (refer to Distributing the Budget from the Program Position to the Measures).

The measure has to be assigned to an investment program of the program type entered in the budget profile.

You assign a budget profile to an investment measure either in the project profile or in the order type.

Example

The following graphic shows the function of the budget profile in controlling the assignment of measures to program positions. You cannot budget Project 1 unless it is assigned to an investment program that has program type 0001. In addition, you can only budget it using program position 2 (overall budget).

This graphic is explained in the accompanying text

Control Parameters for the Assignment to an Investment Program