You can use this functionality to carry forward an overall budget to the next financial year. You can carry forward the budget hierarchy, rules, and financing details assigned for persons and positions.

An overall budget is carried forward in three stages.

1. First of all, you carry forward the budget hierarchy to the subsequent financial year (stage 1). Here, the budget hierarchy (including its budget structure elements, the original budgets of budget structure elements, and the pay scale classifications of FTE budgets) are carried forward from the current financial year to the subsequent financial year. You can repeat this action as often as necessary and, in this way, include any new changes made to the current overall budget in the budget for the new financial year. Please note, though, that deleted budget structure elements are created again in the subsequent overall budget.
2. If necessary, you then change the budget hierarchy, the original budgets of budget structure elements, or the pay scale classification of the FTE budgets in the new financial year.
3. After you have carried forward the budget hierarchy, you can carry forward the rules used in the current overall budget to the subsequent financial year (stage 2). Please remember, though, that you can only carry forward rules once for each budget structure element and financial year.
4. If necessary, you change the rules in overall budget of the new financial year and/or you define new rules.
5. Finally, you carry forward the financing details of persons and positions from the current financial year to the subsequent financial year (stage 3). In this case, you must ensure that you have changed the status of the new overall budget from Proposed or Being revised to Released or Released provisionally. Once you have changed the budget status of the new overall budget, you can carry forward the financing details from the current overall budget to the new overall budget.

You have carried forward the current overall budget to the subsequent financial year. You can use the new overall budget for planning, and you can execute it when the new financial year commences.