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Maintain Budget
Profiles
In this step, you
- create new budget profiles
- define parameters for new budget
profiles
- change existing budget profiles
To be able to budget projects, you must create
a budget profile or use an existing one.
The following parameters are relevant for
project budgeting:
Here you
define:
- the number of years in the past from the start
year, for which budgeting is possible
- the number of years in the future from the
start year, for which budgeting is possible
- budgeting start year, a relative specification
referring to the current fiscal year
- budgeting for overall and/or annual
values
- standard view as well as the budget value when
you access the function
- decimal places and scaling factor as default
values
- activation type and percentage of consumption
for background activation
In the project
budget profile, the "Overall" indicator, working in conjunction with the
"Releases" indicator, has the following effect:
| Ind. "Overall" |
Ind. "Releases" |
Avail. control against... |
| X |
X |
Released overall budget |
| - |
X |
Released annual budget |
| X |
- |
Overall budget |
| - |
- |
Annual budget |
|
The activation type
controls availability control. There are three activation types:
0 = cannot
activate
This activity type
may cause an already active availability control to be
deactivated.
1 =
automatic activation when budget is assigned
You must maintain at
least one tolerance limit for the budget profile.
2 =
background activation when percentage of consumption is
exceeded
You must enter a
percentage of consumption in background activation. The
percentage of consumption represents the relationship of committed funds to
the budget as a percentage.
You must maintain at
least one tolerance limit for the budget profile to have the system check the
posting.
Note
- If you change the availability control
configuration after budgeting, you should have the system recalculate the
assigned values.
To do this, restart availability control for your project.
- If you are also using the Funds Management
component, you can greatly improve performance by only
activating availability control in Funds Management or only
activating it for projects.
Activity
1. Use
"Details" to check the standard budget profiles delivered with the
system.
2. Change the
detail settings for the budget profiles or create budget profiles using "New
entries".
Additional
information
You can assign a budget profile to a
project
- as a default value in Project System
configuration
- in the project profile for a project
definition (operative structures)
- in the project profile for a standard project
definition (basic data)
- in the Project System application
menu
- in the control data for the project definition
(Operative structures menu, Work breakdown struc -> Change -> Project
definition, Details -> Organization -> Plan profile).