SAP ABAP IMG Activity SIMG_CFMENUOLPROPS9 (Maintain Budget Profiles)
Hierarchy
☛ BBPCRM (Software Component) BBPCRM
   ⤷ CRM (Application Component) Customer Relationship Management
     ⤷ CRM_APPLICATION (Package) All CRM Components Without Special Structure Packages
       ⤷ CNPC (Package) R/3 Customizing PP Project Management
IMG Activity
ID SIMG_CFMENUOLPROPS9 Maintain Budget Profiles  
Transaction Code S_ALR_87005438   IMG Activity: SIMG_CFMENUOLPROPS9 
Created on 19981222    
Customizing Attributes SIMG_CFMENUOLPROPS9   Create/Change Budget Profiles 
Customizing Activity SIMG_CFMENUOLPROPS9   Create/Change Budget Profiles 
Document
Document Class SIMG   Hypertext: Object Class - Class to which a document belongs.
Document Name SIMG_CFMENUOLPROPS9    

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

  1. Use "Details" to check the standard budget profiles delivered with the system.
  2. 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 1   Mandatory 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 SIMG_CFMENUOLPROPS9 0 (HLA0006824 A HLA0006677) O HLA0001498 O HLA0001422  
SIMG SIMG_CFMENUOLPROPS9 1 O HLA0006648  
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 01 Budget Management Profile 
History
Last changed by/on SAP  19990505 
SAP Release Created in