Defining Budgeting Rules 

  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 for which you want to define a budgeting rule.
  4. Choose Extras ® Budgeting rules ® Create.

    5. The Create Budgeting Rule dialog box appears. The number of FTEs available is displayed in the top part of the dialog box.

  5. In the Rule box, select a type of budgeting rule, and, if necessary, assign a different validity period to the budgeting rule.
  6. In the Activ. budget field, enter the number of full-time equivalents that the budgeting rule is to apply to.
  7. If the budgeting rule is to appear in the official documents that accompany the budget, select External rule.
  8. To store administrative information, choose .
  9. To have the system check your entries, choose Check.
  10. To save the budgeting rule, choose .

The icon appears beside the budget structure element on the Change Overall Budget screen. You can display the type of rule involved by clicking . If you click , the system displays detailed information on the budgeting rule you have defined.