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Former Member

Budget at high level and actuals at lower using PS and internal ordder ?

Hi,

We have a requirment to control the project actuals by the master level budget, so that it does not allow the master budget (or accumulated spend for all projects) to exceed a certain amount. user can spend more on one project and less on another without having to move budget dollars in the system as long as both projects are included in the same master level budget and that master budget has not been exhausted. We are thinking to create a internal order for master budget to hold the master commitment amount and projects for actual spending. We are not sure whether this will work or not. If you have encounter this kind of a requirement can you please let me know how you handled. Is there a std.outoff box SAP functionality to handle this kind of requirement. Appriciate your help,

Raman

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4 Answers

  • Best Answer
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    Former Member
    Jun 03, 2008 at 03:48 AM

    Hi Raman,

    In my opinion, the first option suggested by Sreenivas comes closest to your requirement.

    Regards

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    Former Member
    May 30, 2008 at 01:00 PM

    Why do you want to use 2 cost objects (IO and WBS) here?

    You can still use WBS alone and have budget at top most level and get the control you are expecting against all lower level WBS elements. Also if required you can stop users posting any actuals on the top level WBS (budget carrying). PS forte is budget control over hierarchy which is not available elsewhere.

    Else you can consider IM/PS solution. IM positions can have budgets which can be distributed to various measures (top level WBS elements).

    Regards

    Sreenivas

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    Former Member
    Jun 02, 2008 at 04:35 PM

    Hi Srinivas,

    Thanks for your quick response. We thought about your first option but due to some op model constraints it won't work for us.

    As per the second option IM/PS:

    Intial research of the IM/PS option indicates that it may not work for following reason

    example:

    if you have a 100,000 budget at the investment program then the projects tied to it, must have a portion of that budget distributed. This is the same as budgeting at the project level and is what we can't do.

    What we want to do is have an investment program with a $100,000 budget and 10 projects associated with it with no budget, so that we post any combination of actuals to those 10 projects as long as we don't go over the $100,000 investment program budget. So, again we want to have the control at the investment program level only and not at the project, but have the actuals posted to the projects count toward the investment program budget to determine whether the funds are available or not.

    Is my understanding of IM/PS option correct ? Am i missing any thing ?

    Regards,

    Raman.

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    Former Member
    Jun 06, 2008 at 01:27 AM

    Hi Shrikant & Sreenivas. We used IM/PS approach with a user exit to meet our requirment. Thanks for you help.

    Regards,

    Raman

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