Budget Structures 

Definition

For each fund, the budget structure represents all the funds centers and commitment items where you can budget or make postings, in hierarchical form.

Use

You can select the necessary budget structure elements (BS elements) for your organization from an abundance of combinations of fund centers and commitment items of a fund, and assign these to functions to suit your needs for:

By defining budget objects, the size of the budget hierarchy to be processed is generally substantially reduced.

The system only processes the budget objects and not the whole funds center and commitment item hierarchy.

Annual budget structure

If you are working in a fund with annual values, then maintain an annual budget structure (BS) that is valid until a new definition, based on new demands, for the BS is performed. You can use the BS Transfer from the Previous Year function to change an existing BS.

Overall BS

If you are working with a fund with overall values, then maintain an overall BS having a year-independent validity for this fund.

Structure

You must define budget objects and posting objects for the definition of a BS from a number of BS elements of a fund.

Budget objects

Using budget objects you define the basic rules for budget allocation:

Defining the budget objects in the appropriate way enables central budget allocation or also a mixture of central and local budget allocation.

Posting objects

Using posting objects you define which BS elements may be posted to.

Commitment Item Group

If you do not define the budget structure using "individual objects" but use "group assignments, you use commitment item groups and assign commitment items as budget objects and/or posting objects to these groups. For more information, read Entry Types for the Budget Structure.

See also:

Budget Objects and Posting Objects

Defining Budget Structure Using Individual Objects

Commitment Item Groups