Creating an Earmarking 

Use

You can use earmarkings to assign the budgets of budget structure elements to an organization, a section of the organizational structure, or to a position.

Prerequisites

  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. Select the budget structure element that you want to assign to an organization, a section of the organizational structure, or to a position.
  4. Choose Extras ® Earmarking ® Create.

    5. The Create Earmarking dialog box appears.

  5. In the Object type and Object ID fields, enter data on the organizational unit or position for which you want to earmark the budget of the budget structure element in question.
  6. Choose Check.
  7. To save the earmarking, choose .

If you have specified in your user-specific settings that an earmarking should be displayed, then the earmarking you have created is represented by the icon on the Change Overall Budget screen.

Result

You have earmarked the budget of a budget structure element for a specific organizational unit, section of the organizational structure, or position.

You can take this earmarking into account when you finance positions. If you want to select a budget structure element whose budget is permitted for financing, you can search in the system by using the Find via earmarking function. The system will then only display budget structure elements whose budgets are earmarked for the position in question.

 

See also:

Earmarkings

Editing Earmarkings