Budget Category 

Definition

Classification of a budget with regard to the planning of a maintenance task (for example, preventive, planned, unplanned).

In the standard configuration of the budget planning for Plant Maintenance and Customer Service, a budget proposal is subdivided into three budget categories, which are displayed separately from one another. 

Structure

Composition of the Budget Proposal

The table describes how the costs for the budget proposal are composed from the individual budget categories in the standard configuration.

Budget Category	History-Based Budgeting Method	Zero-Based Budgeting Method
Preventive ($M)
This means costs from regular recurring maintenance tasks that are planned using maintenance plans.	History-based scenario Costs from maintenance orders generated through maintenance plans.	Maintenance plan scenario Simulated costs from maintenance orders generated through maintenance plans.
	Ad-hoc scenario (hist.) Ad hoc data
Geplant ($P)
This means costs from irregular recurring maintenance tasks that are planned using work description templates (task lists) or individually planned in orders..	History-based scenario Costs from orders that were not generated from maintenance plans, but were still planned.	Task list scenario Simulated costs from task lists
	Ad-hoc scenario (hist.) Ad hoc data	Ad-hoc scenario (planned) Ad hoc data
Unplanned ($U)
This means costs that arise from an unplanned maintenance task, for example, through repairs necessitated by a damage-related machine downtime.	History-based scenario Costs from unplanned orders that do not fall into the category of preventive or planned.	Ad-hoc scenario (planned) Ad hoc data
	Ad-hoc scenario (hist.) Ad hoc data

Use

The budgets that you plan in the zero-based budgeting method and/or in the history-based budgeting method for the three budget categories are added up and produce the total budget proposal.

For preparing the data basis of a budget planning (actual costs from orders, simulated costs from maintenance plans or task lists), you can create an automatic determination of the budget category (depending on the common attributes, such as type of order or service). The following alternatives are available for this:

·        Defining corresponding Customizing Settings

·        Implementing a corresponding BAdI interface (Business Add-In):

¡        Deducting the budget category from R/3 PM attributes (UPA_MCB_BUDGET_CAT)

¡        Deducting the budget use from R/3 PM attributes (UPA_MCB_BUSI_CAT)