SAP Finance Personnel Budget Plan Management

Use

You use this function to create your position plan, assign budget (full-time equivalents or money) and then manage it.

Prerequisites

The settings for the area Position Budgeting and Control must be defined in Customizing.

Features

Personnel budget plan management depicts the position plan as an attachment of the overall budget plan. It is a hierarchical arrangement of budget structure elements. You can find more information under Structure of Position Plan.

You can enter data in the following areas when editing position plans:

Basic Data/Evaluation

Evaluation is only possible for BS elements with full-time equivalent budget. If you assign an employee group and employee subgroups to a BS element, the data for evaluation that was entered in the IMG activity Define Proposal for Pay Scale Data is proposed for the subordinate BS elements.

Original Budget

The budget assignment forms the basis for the management of the overall budget, for example for financing of persons or position. If the BS element comes from a position plan for a financial year, you can either enter a monetary amount or a number of full-time equivalents for the original budget. The type of budget possible for a BS element has been defined in Customizing of Position Budgeting and Control in the IMG activity Maintain Budget Structure Element Types. The original budget can only be entered in the form of full-time equivalents if the position plans do not refer to a BS element.

Financing from the Position Plan

In personnel budget plan management, financing or management means the connection between BS elements and the objects to be financed such as persons or positions. You can find more information under Financing from the Position Plan.

Budget Updates

You can use budget updates to change the budget of a BS element. For more information, read Budget Updating.

Transfer Postings

On this tab page, you can transfer budget from one BS element to another to cover budget shortages. The functions you can use for transfer postings depend on the type of position plan. You can find more information under Transfer Postings: (position plan for a fin. year) or Transfer Posting (position plan without reference to a fin. yr).

Budgeting Rules

Budgeting rules reduce the budget made available by full-time equivalents. You can find more information under Budgeting Rules.

Reclassification Rules

By defining a reclassification rulefor a budget structure element, you define a reminder to change the pay scale classification for its budget. You can find more information under Reclassification Rules.

Monitoring Tasks

You use this function if you want the system to remind you of deadlines for which follow-on activities are required for a budget structure element. For more information, see Task Monitoring.

Activities

To edit a position plan, choose the following from the SAP Easy Access screen Human Resources ® Personnel Management ® Position Budgeting and Control ® Personnel Budget Plan Management ® Position Plan ® Change.