Create the Program Definition

Prerequisites

You have to have already created a program type in Customizing for Start of the navigation path Investment Management Next navigation step ( Next navigation step Investment Programs Next navigation step Master Data Next navigation step Define Program Types End of the navigation path ).

Procedure

  1. Choose Start of the navigation path Master data Next navigation step Inv. program definition Next navigation step Create End of the navigation path .

  1. Specify the name and approval year of the investment program, and assign a program type to the program. You can use an existing investment program as a reference. Choose Continue .

  1. Create the investment program and its general master data:

  • Any short text for the program definition

  • Responsible person

You define the individuals allowed as person responsible in Customizing by entering their names and personnel numbers ( Start of the navigation path Master Data Next navigation step Allowed Values for Certain Master Data Fields Next navigation step Define Person Responsible End of the navigation path ). In addition, you can limit the authorizations for master data maintenance of program definitions to certain responsible persons.

  • Currency

All plan and budget values for the program are entered in the currency you specify here.

Caution Caution

It is not possible to plan directly at the measure level using different budget categories. Therefore, when you set the Budg. catg. indicator, it is also not possible to distribute budgets from program positions to measures.

End of the caution.

  1. You can enter your own long text about the program definition under Extras .

Recommendation Recommendation

It is not a good idea to include the approval year in the name of the program.

See: Characteristics of Investment Programs

End of the recommendation.

  1. Save.

Note Note

To copy the structure of an investment program, in Customizing for Investment Management choose Start of the navigation path Master Data Next navigation step Copy Programs End of the navigation path . When you copy the structure, the plan and budget values and the assignment of investment measures are not copied.

For information on the transfer of plan and budget values, refer to Fiscal Year Change .

End of the note.