Hierarchy
⤷ IM-FA-IE (Application Component) Investment Orders
⤷ AIMC (Package) Customizing capital investment management
IMG Activity
ID | OLPR_IM_BUDGPROF | Maintain Budget Profile |
Transaction Code | S_ALR_87003739 | IMG Activity: OLPR_IM_BUDGPROF |
Created on | 19981222 | |
Customizing Attributes | OLPR_IM_BUDGPROF | Maintain Budget Profile |
Customizing Activity | OLPR_IM_BUDGPROF | Maintain Budget Profile |
Document
Document Class | SIMG | Hypertext: Object Class - Class to which a document belongs. |
Document Name | OLPR_IM_BUDGPROF |
In this step, you
- create new budget profiles
- define parameters for new budget profiles
- change existing budget profiles
To be able to budget projects, you must create a budget profile or use an existing one.
The following parameters are relevant for project budgeting:
- Time horizon
Here you define:
- the number of years in the past from the start year, for which budgeting is possible
- the number of years in the future from the start year, for which budgeting is possible
- budgeting start year, a relative specification referring to the current fiscal year
- budgeting for overall and/or annual values
- Display
- standard view as well as the budget value when you access the function
- decimal places and scaling factor as default values
- Currency translation
- exchange rate type
- value date
- Availability control
- activation type and percentage of consumption for background activation
- of annual/overall budget
- of releases
In the project budget profile, the "Overall" indicator, working in conjunction with the "Releases" indicator, has the following effect:
Ind. "Overall" Ind. "Releases" Avail. control against...
X X Released overall budget
- X Released annual budget
X - Overall budget
- - Annual budget
The activation type controls availability control. There are three activation types:
0 = cannot activate
This activity type may cause an already active availability control to be deactivated.
1 = automatic activation when budget is assigned
You must maintain at least one tolerance limit for the budget profile.
2 = background activation when percentage of consumption is exceeded
You must enter a percentage of consumption in background activation. The percentage of consumption represents the relationship of committed funds to the budget as a percentage.
You must maintain at least one tolerance limit for the budget profile to have the system check the posting.
Note
- If you change the availability control configuration after budgeting, you should have the system recalculate the assigned values.
To do this, restart availability control for your project. - Additional information
- If you are also using the Funds Management component, you can greatly improve performance by only activating availability control in Funds Management or only activating it for projects.
Activity
- Use "Details" to check the standard budget profiles delivered with the system.
- Change the detail settings for the budget profiles or create budget profiles using "New entries".
Additional information
You can assign a budget profile to a project
- as a default value in Project System configuration
- in the project profile for a project definition (operative structures)
- in the project profile for a standard project definition (basic data)
- in the Project System application menu
- in the control data for the project definition (Operative structures menu, Work breakdown struc -> Change -> Project definition, Details -> Organization -> Plan profile).
Business Attributes
ASAP Roadmap ID | 204 | Establish Functions and Processes |
Mandatory / Optional | 2 | Optional activity |
Critical / Non-Critical | 2 | Non-critical |
Country-Dependency | A | Valid for all countries |
Assigned Application Components
Documentation Object Class | Documentation Object Name | Current line number | Application Component | Application Component Name |
---|---|---|---|---|
SIMG | OLPR_IM_BUDGPROF | 0 | HLA0001497 | Project Budgeting |
Maintenance Objects
Maintenance object type | C | Customizing Object |
Assigned objects | ||||||
---|---|---|---|---|---|---|
Customizing Object | Object Type | Transaction Code | Sub-object | Do not Summarize | Skip Subset Dialog Box | Description for multiple selections |
V_TBP1C_PB | V - View | OPS9 | IM | Define Budget Profile | ||
V_TCJ41_3 | V - View | SM30 | IM1 | Define budget profile/project profile assignment |
History
Last changed by/on | SAP | 19981222 |
SAP Release Created in |