Creating the Program Positions and Structure

Procedure

  1. Define the program structure ( Start of the navigation path Master data Next navigation step Change structure Next navigation step ). If Next navigation step no Next navigation step positions have been created yet for the program, the program structure initially consists of the program definition only. You create new positions as follows: End of the navigation path

  • Choose the program element (position or program definition) that you want to assign the new positions (either below or at the same level).

  • Choose with quick info Create .

  • Create the position ID for the new position, as well as a short text. When you create a new top position, you have to enter the controlling area also. The controlling area is then automatically passed on to all program positions in the sub-tree below the top position in the hierarchy.

  • The new position then "inherits" all of the fields in the Assignments and General blocks (except the indicator for budget distribution, that is defaulted by the investment program category) from the position above it in the hierarchy. You can still change the data in all of these fields, except the controlling area.

You can also assign the keys of the program positions with the help of coding masks that you specify in Customizing for Investment Management . For more information, see the Implementation Guide (IMG). Choose Start of the navigation path Investment Programs Next navigation step Master Data Next navigation step Coding Mask for Position Key End of the navigation path .

  1. If you want to move an investment program position, or a complete branch of the program hierarchy, then mark the position or the branch, set the cursor at the desired new position, and choose Reassign .

  1. Enter the master data for the individual program positions. To do so, choose a position and then choose Detail when on that screen. First, you come to the program position you selected with the cursor. From there, you can scroll to all program positions that are below this one in the hierarchy.

Note Note

There are also two other options:

Choose the required position by double-clicking or selecting one or more subtrees by placing the cursor on the corresponding top positions. Now choose Detail.

There are two specifications which can only be made on end nodes of the investment program (that is, on program positions that do not have any positions below them in the hierarchy). These are: the specification of which types of measures can be assigned to the program position, and the assignment of the measures themselves.

End of the note.