Displaying the Overall Budget 

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

    2. The Overall Budget: Initial Screen appears.

  2. Select the tab page of the budget structure element that you require, and select Overall budget in the View group box.
  3. Select a budget structure element, and specify the appropriate financial year.
  4. Choose  .

    5. The name of the budget structure element and the current budget status are displayed.

  5. Choose  .

    6. The Display Overall Budget screen appears.

  6. Click on the top budget structure element, and choose .

The system displays the budget hierarchy and the following information: hierarchical assignment, budget structure element type, budget structure element name and, if there are any, the budgeting rules and positions responsible.

 

The table below lists further display options available to you.

Function

Menu path

Comments

Display a color legend for budget structure elements

View ® Color legend

  

Display original budget

View ® Original budget

The original budget is the monetary amount / number of FTEs authorized for financing a budget structure element for a financial year.

Display budget assigned for persons/positions

View ® Assigned for persons/positions

The budget assigned for persons/positions refers here to the funds made available by the budget of a budget structure element during the financial year for the purpose of financing lower-level positions or employees.

Display available budget

View ® Available budget

The available budget refers here to the funds that the budget of a budget structure element can make available during the financial year for the purpose of financing persons or positions. Displayed in the left-hand column is the available amount of non-monetary budget units. Displayed in the right-hand column is the available budget for all monetary budgets. The system converts non-monetary budgets into monetary values.

 

Depending on the budget status, you can switch from the display screen to the screen for overall budget maintenance.