Creating the Program Definition 

Prerequisites

You have to have already created a program type in Customizing for Investment Management (Investment Programs ® Master Data ® Define Program Types).

Procedure

  1. Choose Master data ® Inv. program definition ® Create.
  1. Specify the name and approval year of the investment program, and assign a program type to the program. You can use an existing investment program as a reference. Press Enter.
  1. Create the investment program and its general master data:

You define the individuals allowed as person responsible in Customizing by entering their names and personnel numbers (Master Data ® Allowed Values for Certain Master Data Fields ® Define Person Responsible). In addition, you can limit the authorizations for master data maintenance of program definitions to certain responsible persons.

All plan and budget values for the program are entered in the currency you specify here.

At the present time, it is not possible to plan directly at the measure level using different budget categories. Therefore, when you set the Budg. catg. indicator, it is also not possible to distribute budgets from program positions to measures.
  1. You can enter your own long text about the program definition under Extras.

We do not recommend including the approval year in the name of the investment program.

Refer to Characteristics of Investment Programs

  1. Save.

To copy the structure of an investment program, in Customizing for Investment Management choose Master Data ® Copy Programs. When you copy the structure, the plan and budget values and the assignment of investment measures are not copied.

For information on the transfer of plan and budget values, refer to Fiscal Year Change.