Activating Budgeting Rules 

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 budgeting rules are represented by the icon .

  3. Select the budget structure element whose budgeting rule you want to activate.
  4. Choose Extras ® Budgeting rule ® Activate.

    5. The Activate Budgeting Rule dialog box appears.

  5. To activate the budgeting rule, choose .

    6. The Create Activation dialog box appears.

  6. Enter the object type and object ID that activate the budgeting rule.

    7. An event-driven budgeting rule is to be activated when the position of Administrator XYZ becomes free. The position becomes free. This means that the object type P (for position) and the object ID of the position XYZ have to be entered as the activation reason.

  7. Enter the activation date, and the number of full-time equivalents affected.
  8. To store administrative information, choose .
  9. To have the system check your entries, choose Check.
  10. To save activation of the budgeting rule, choose .

Result

The available budget of the budget structure element is reduced by the number of FTEs in question as of the activation date.