You have already worked through the Create Master Data: Investment Program, Project and Order and the Carry Out Cost Planning processes.

You copy the plan values of the investment program to the investment program budget. Then you change the values for the individual program positions manually. It is also possible to make a percentage reduction to the values when copying (for example, only 80% of the plan values are approved). Using budget distribution, these values are then broken down to the individual measures belonging to the program positions. The system thereby ensures that the budget value of a measure cannot exceed the budget value of the program position to which it is assigned.

You can find the data for this process under .

1. In the first step, you copy 100% of the plan values to the investment program budget, and then adjust the values manually. Then you use budget distribution to distribute the budget values of the program positions to the measures assigned to them.

Budget Investment Program

Distribute Budget to Measures

Display Budget

2. In the last process, you distributed budget values of certain investment program positions to the measures assigned to them. The top WBS element, therefore, was already budgeted by means of the investment program. As a result, when you process the WBS elements, you receive the message: Overall and/or annual budget cannot be edited. First, you distribute the overall budget to the WBS elements below the top WBS element, and then budget the annual values for the current year and the next year.