Transferring Cost Planning Values As Budget 
Prerequisites
The budget allocation for a project is generally preceded by cost planning, which is the basis for specifying and approving the budget. As the project system supported detailed planning of project costs, the planning values are transferred as budget for obvious reasons.
To do this, you need to create a project with a work breakdown structure, and execute cost planning.
For more information on creating a work breakdown structure, see the SAP Library under AC-Financials ®
PS Project System ®
Structures ®
Work Breakdown Structure (WBS) ®
Processing The Work Breakdown Structure.For more information on cost planning on a work breakdown structure, see the SAP Library, under AC-Financials ®
CO-Controlling ®
Internal Orders ®
Internal Order Planning ® Manual Internal Order Planning ®
Manual Cost Planning On Work Breakdown Structures.
Procedure
Choose Logistics or Accounting ®
Project System
®
Controlling
®
Budgeting
®
Original budget
®
Change.
The system may request you to set a controlling area. The following screen appears: Change Original Budget: Initial Screen.
Enter the required data and choose Original budget.
The following screen appears: Change Original Budget: WBS Annual Overview.Choose WBS Element overview.

You can make entries and budget on the WBS elements that allow the budgeting business transaction.
- Choose the timeframe during which you want to budget via Goto
®
Timeframe.
Choose the Plan Total in CO Area Currency view, via Views.
The Version dialog box appears.
The plan total consists of the following: |
| |
Value of the structure planning (independent of cost element) |
+ |
Value of cost element planning |
+ |
Value of unit costing |
+ |
Value of the additive orders for the project, so the orders that are assigned to this and all lower-level WBS elements. ( = total planning value (independent of cost element) + value of cost element planning + value of unit costing) |
+ |
Value of the additive networks and network activities that are assigned to this and all lower-level WBS elements. (= Plan costs of the networks or activities) |
= |
Plan total |
- Enter the version whose plan values you want to transfer
- Choose Continue.
The values in the selected plan version are displayed as a view
- Select the WBS elements whose plan values you want to transfer as budget
- Choose Edit
®
Copy view.
If the corresponding budget currencies differ from the controlling area currency, the system translates the plan data in the controlling area currency into the budget currency.
- If you are budgeting in the object currency, the budget values for each object are displayed in its object currency. The object currency is always displayed on the screen behind the budget value.
- If you are budgeting in a freely selected budget, all budget values are displayed in the current currency.
The Copy view dialog box is displayed.
- Enter the percentage of the plan total and decide whether the value is to:
- Overwrite the existing value
- Be added to the existing value
- Choose Continue.
You transfer the plan totals of the selected WBS elements as budget values (taking the selected percentage). You can adapt the values by overwriting them.
- Save your budgeting.