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 Budget Allocation Prerequisites Locate this document in the navigation structure

The following settings determine whether a budget can be allocated to a WBS element or an order:

  • Budget profile in the project definition

You store a budget profile or order type in the project definition. This profile contains the control parameters for budgeting. In Customizing, under Project System → Costs → Budget → Define Default Budget Profile for Project Definitions you define:

  • The period of time during which budgeting is allowed

  • Whether budgeting is allowed for total annual values, and/or annual values

The following are additional ways in which you can assign a budget profile to a project:

  • As a default in customizing under Project System → C osts → Budget → → Maintain Budget Profile

  • In the profile data of a standard project definition under Accounting → Project System → Project → Special Maintenance Functions → Project Structure Planning → Project Definition → Create → Control tab page → Group box Accounting → Budget Profile

  • In the profile data of a project definition in Customizing under Project System → Structures → Operative Structures → Project Structure Plan → Create Project Profile

  • Status

You can allocate budget after the status Created has been reached. If you want to prohibit budget allocation in the Created status, you need to define a user status.

For more information on status management in the project system and for internal orders, and on how to create a user status, see Status Management or status management for internal orders.