Once planning is finished, the next step is normally the budgeting process. During this process, the rolled up plan values are corrected, if necessary, and then distributed top-down in the form of the budget.

You enter and edit budget values for investment program positions from the top down. The system makes sure that no more budget can be distributed to the lower positions than is available on the next higher position.

It is possible to adopt the planned values of the investment program as the budget values. If needed, you can then correct these values, either individually or across the board. There is a function provided for this purpose (choose Edit ® Revaluate).

Otherwise, you have to budget the measures directly, using the appropriate budgeting transaction from either Project System (PS) or Overhead Cost Controlling - Overhead Orders (CO-OM-OPA). When you use these non-IM transactions, the system does not update the distributed values at the level of the program position to which the measure belongs.