Procedure If Traffic-Light Icon Is Yellow or Red 

In the Financing Periods table, the Required column displays the funds required, and the Assigned column displays the funds made available.

Since the funds provided are not the same as the funds required, the traffic-lights icon is red or yellow.

To provide the required financing, you must allocate the appropriate financing in the Financing Periods table.

  1. Select the budget structure element type and the object ID of the budget structure element that is to provide the budget for financing.

    2.  

    The system proposes a list of possible budget structure element types. You can use a search function (e.g. structural search) to find the object ID.

    When you are selecting the budget structure element that is providing the funds, make sure that the company code of the employee you want to finance is assigned to the same FM area as this budget structure element.

  2. Choose Check.

    3. The system displays the budget assigned and the corresponding validity period. The system also displays the object abbreviation and the name of the source budget structure element.

    Depending on the financing status, the traffic-lights icon in the Financing Periods table changes, and the financing made available is displayed in the Assigned column.

    You can overwrite the funds (monetary values or FTEs) displayed in the Assigned column of the Availability Periods table.

    If insufficient funds have been assigned, you must assign additional funds as described in steps 1 and 2 (i.e. you must select further budget structure elements for the purposes of financing).

  3. To display where the source budget structure element appears in the overall budget hierarchy, choose Hierarchical context.
  4. If the traffic-lights icon is green, choose Check.
  5. Choose Save and close.

Result

You have financed an employee directly or indirectly.