Budget Allocation: Maintenance in the Hierarchy

The graphics below represent the functions you can use to realize top-down or bottom-up budgeting in hierarchy maintenance and what you must bear in mind when using the two processes. The functions described below are available both when you allocate original budget and when you enter budget updates (supplements and returns).

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With top-down budgeting, you assign the budget from superior funds centers and commitment items to subordinate ones. You can only allocate as much budget downwards as is still contained in the superior level.

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Here, you allocate budget to subordinate funds centers and commitment items. The budget values are totaled up for each superior level and are displayed there.

During this process, budget values which already exist in the subordinate funds centers or commitment items are overwritten by the distributed value, that is by the total of the subordinate level budget values actually distributed.

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If you increase or decrease the budget in a lower level by a given amount, you can choose Total up and Add changed values to increase or decrease the budget values in the superior levels from this point upwards by exactly this amount.

The system generates a document for each budget posting value in hierarchy maintenance. For each document item, it contains the line items generated by top-down distribution or totaling up. You can store a short text and a long text in each budget document.

Hierarchy maintenance includes a number of support functions which you can use to process your budget more efficiently. For more information, read Budget Entry Aids .