Budget Allocation Prerequisites
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 ®
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.