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Former Member
Oct 20, 2007 at 03:21 PM

Budget Return to the Investment Program (module IM)


Hi All,

I need your advice regarding my case :

*. My company use PS (project and allocate the budget in WBS) and also Investment program.

*. There are some unused budget in 2005 and 2005 as well as some PR/PO in 2005,2006 (open commitment). They want their budget can be used in 2007 thru investment prog or in other words, the unused budget can be return to the pool/investment prog.

*. The company policy doesnot allow to do the carry forward budget.

Plz correct me / give some ideas about my plan :

1. I suggest them to force close all PO 2005/2006 on this year . as well as delete all PR. Then, close the project/wbs . Therefore, there is no posting anymore in particular project/wbs.

2. Automatically,there will be no commitment. All money will back to available budget in 2005/2006.

3. I suggest them to do the budget return (IM52) to the investment program.

4. As a result, the unused budget in 2005/2006 will be back to the pool/investment program and can be distributed to 2007.

Do you think this one a good solution ? plz give me another ideas regarding this case. Really appreciate.