Allocating a Monetary Budget (Top-Down) 

  1. Call up the dialog box for entering the budget amount by double-clicking the highest budget structure element in the budget hierarchy.
  2. Enter the input amount for the budget, and specify a time base for the budget.
  3. If necessary, enter administrative information.

    4.  

    The button does not yet mean anything for the highest budget.

  4. Choose Check.

    5. The system displays the total budget amount.

  5. To save the budget, choose .
  6. Call up the dialog box for entering the budget amount by double-clicking one of the budget structure elements at the next level down in the budget hierarchy.
  7. Choose  .

    8. The system displays the budget amount that you can still assign to this budget structure element. The available budget is the funding that a budget structure element’s budget can provide for other budget structure elements’ budgets once the funding already made available has been deducted. It is the difference between the current budget (of the highest budget structure element) and application of budget (for other budget structure elements).

  8. If you want to use the available budget amount shown, choose Transfer. To return to the input screen, choose .

    9. If you chose Transfer, the system now displays the amount that was proposed.

    Make sure that no more budget is available for other budget structure elements afterwards.

  9. Either accept the amount proposed, or enter a different input amount.
  10. Specify the time base for the budget.
  11. To store administrative information, choose .
  12. Choose Check.

    13. The system displays the total budget amount.

  13. To save the budget, choose .

By repeating steps 6 through 13, you can allocate budgets to further monetary budget structure elements.