Making Budget Returns in Projects

Use

You make a return in a project in the same way as manual budget allocation: The values are entered and displayed hierarchically on the WBS.

You can return total budget and / or individual annual budgets. The order in which you do this is not important, similar to budget allocation.

Procedure

  1. Choose Logistics or Accounting ® Project System ® Controlling ® Budgeting ® Return ® In project.
  2. Enter the necessary data and choose Return.
    The Change Return: WBS Element Overview screen appears.
  3. Enter the corresponding data.

    Only the WBS elements where the Budget Return business transaction is allowed are ready for input.

  4. To select the timeframe for which you want to enter a return, choose Annual values -> Previous or Next.
  5. Enter the returns and choose Continue.
    As well as the returns, the system displays the updated view, for example the distributed value. You can use all other budget allocation functions for project returns, such as total up, adjustment, and so on.
  6. Save your returns.

See also:

Making Budget Supplements in Projects