Investment Program Budgeting (Top Down)

Procedure

  1. Choose Start of the navigation path Budgeting Next navigation step Edit original End of the navigation path . You can enter budget values for all program positions in this transaction.

  2. Select the Planned total column.

  3. Select all the program positions for editing ( Start of the navigation path Edit Next navigation step Select Next navigation step Select all). End of the navigation path

  4. Choose Start of the navigation path Edit Next navigation step Copy view End of the navigation path to copy the Planned total view to the Overall values column of the budget .

  5. Make any necessary increases or reductions to the budget values. For this purpose, you can use the Revaluate function ( Start of the navigation path Edit Next navigation step Revaluate End of the navigation path ), as you do for planned values. The system informs you of any errors in budgeting when you save your entries. You can call up an error log by choosing Extras .

  6. In addition to the overall values, you can also create annual values in order to specify when the overall approved budget becomes available, according to year. In that case, you have to carry out steps 1 to 4 separately for each requested year.

  7. If you created and approved the program budget in this way, you now have two options for how to handle the program budget or measure budget:

  • You can choose that the budgets of all measures belonging to a program position always have to be directly distributed to the measures. For this option, set the Budget dist. overall indicator in the master record of the program position. (A default value for this indicator is specified in the program type.) Once this indicator is set, it is no longer possible to budget the investment measures with functions for budgeting orders and projects.

  • With the other option, you do not set the Budget dist. overall indicator in the program position. In this case, the system cannot transfer budget from the program position to the measures assigned to it. However, you can compare the total of the budget for the measures to the budget of the program position in reporting (the two budgets are shown side by side). This comparison takes place on a periodic basis. You carry out the budgeting of the investment measures separately, using the corresponding functions for orders or projects.