Activating Reclassification Rules 

Prerequisites

You must have defined a reclassification rule for a budget structure element. The overall budget must have the status Released.

Procedure

  1. Access the overall budget using the Overall budget view.

    2. The Change Overall Budget screen appears.

  2. Click on the top budget structure element, and choose .

    3. The entire budget hierarchy is expanded. Budget structure elements for which a budgeting rule or reclassification rule has been defined are flagged with a icon. To display the type of rule involved, click . All types of reclassification rules are represented by the icon .

  3. Select the budget structure element for which you want to activate a reclassification rule, and choose Extras ® Reclassification rule ® Activate.

    4. The Activate Reclassification Rule dialog box appears. On this screen, you can see how many FTEs can be reclassified, and how many have already been reclassified.

  4. To activate the reclassification rule, choose .

    5. The Create Activation dialog box appears. Full-time equivalents that have already been reclassified are displayed in the Activated FTEs column.

  5. Select a budget structure element type, and, if necessary, change its validity period.
  6. Specify an abbreviation and a name for the new budget structure element that you want to create for the reclassified FTEs.
  7. Enter the number of full-time equivalents to be reclassified.
  8. To assign the budget structure element to a different place in the budget hierarchy, choose .

    9. Otherwise, the system inserts the new budget structure element underneath the donor budget structure element.

  9. To have the system check your entries, choose Check.
  10. To save your entries, choose .

Result

You have activated a reclassification rule, and can now allocate the reclassified budget of the new budget structure element.