Assignment to an Investment Program 

Use

In order to be able to determine plan values for an investment program with the highest degree of accuracy, you need to include the values from appropriation requests in the planning process. In this way, you guarantee that planned investments are considered in investment planning and budgeting from their inception onward.

Features

You can assign an appropriation request to an investment program in the master data transaction for the appropriation request (on the Control data tab page). It is also possible to assign appropriation requests to more than one investment program position (refer to Multiple Assignment of Investment Measures ). Investment programs always relate to one specific approval year. Therefore, in addition to the assignment to a program position, you have to enter the approval year.

You can make the assignment to a program position a required entry field for the creation of appropriation requests. You use the screen layout control of the appropriation request to designate this field as required.

Versions

You can manage plan values for the investment program in several versions (refer to Versions for Planning). For this reason, when you assign an appropriation request to an investment program position, you also have to assign the request to a version. In the master data transaction for appropriation request variants, therefore, the system displays the versions and their approval years that were defined in Customizing, so you can make a variant-related assignment.

Once the assignment has been made, you can roll up the plan values of the appropriation request variants on the investment program (refer to Cost Planning on the Investment Program).

Assignment of Variants to Plan Versions

You can only assign versions (with their approval years) to appropriation request variants if these versions have been defined in Customizing, and have been assigned to the given approval year/program type (Customizing: Investment Programs ® Planning in Program).

New Versions (Copying Version Assignment)

Once you have created a version for an investment program, you can copy all the assignments of appropriation requests from an existing reference version (Periodic processing). For a new version of the investment program, you might need new variants for most of your appropriation requests. In this case, you can choose to create new variants automatically. The system then copies the plan values from the variant to which the reference version is assigned.