Defining a Budget Hierarchy (SAP Library - HR Funds and Position Management (PA-PM))

Defining a Budget Hierarchy

Choose Human resources ® Personnel management ® HR funds and position management ® Overall budget ® Create.

The Create Overall Budget: Initial Screen appears.

Select the tab page for the budget structure element type that you want to create as the top budget structure element (root object) in your overall budget.

Specify an abbreviation and name for the budget structure element.

If necessary, assign a different validity period.

Specify the financial year for which you want to create the budget structure element.

Choose

The budget structure element is created, and the Change Overall Budget screen appears.

You want to create the overall budget for the Department of the Environment:

Abbreviation	DE	Budget structure element type	Federal Office
Name	Dept. of Environment	Financial year	1999

Select the budget structure element for which you want to create further budget structure elements.

When you create budget structure elements, remember that budget structure elements with monetary budgets can only be broken down into budget structure elements with FTE budgets. You cannot, however, create a budget structure element with a monetary budget underneath a budget structure element with an FTE budget.

Choose

The Create Budget Structure Element dialog box appears.

Select a budget structure element type.

Specify an abbreviation, name and, if applicable, a shorter validity period for the new budget structure element.

This step-by-step procedure does not deal with assigning budgets to the budget structure elements that you create (which you can do by choosing Details). The assignment of budgets to budget structure elements is covered by the process entitled Budget Assignment.

Choose

Check, and then choose

The budget structure element you have just created is now visible on screen.

To break down a budget structure element further, repeat steps 6 through 9 above until you have defined the entire budget hierarchy.

You want to break the budget structure element Dept. of Environment down further into the budget structure elements Regional Office, Personnel Expenditure, Personnel Expenditure for Civil Servants and Salaried Staff.

By repeating steps 6 through 9, you create the following budget structure elements:

Budget Structure Element Type	Regional Office	Personnel Expenditure	Wages and Salaries	Wages and Salaries
Object Abbreviation	RO	PE	PEC	PES
Name	Regional Office	Personnel Expenditure	Personnel Expenditure for Civil Servants	Personnel Expenditure for Salaried Employees