Budgets in Investment Management

I am looking to introduce Investment Management. I am finding budgets very clunky, and far from user friendly, and I am wondering if there is a better way to deal with them. can anybody advise on the following.....
1. I am currently inputting anual budgets via IM32. By default the transaction shows the overall view for the whole program. The proposed process is to switch to the annual view, enter budgets, switch back to overall view, select budgets input to, Copy cumulative, reselect busgets, total up. Its a very error prone and long winded process in my opinion, and I'm hoping theres a better way to get them in?
We only have 1 year available in each annual program so the overall and the annual figures will always be the same. do I need to enter the figures in both views? can I just use the overall view, or is there another neater way to do them?
2. If I go for entering overall values only, are there any implications on budget distribution, Availability control, or reporting?
3. There may be times when we agree to proceed with a project that was not budgeted for. If a distribution exeeds the budget total, it generates an error message, can this be reduced to a warning?
Thanks for any advice
Graham

I'm afraid I still haven't found a solution to this very poor transaction, and as I've had no responses, I'm doubtful I will get one.

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How to budget the WBS through Investment management

Hi,
How to budget the WBS through Investment management. I tried IM52 but its not budgeting. Actually I have assigned the TOP WBS element to Appropriation request and assined the AR to Investment program, in that TOP WBS there are more than 20 low level WBS so I want to budget those WBS element which are under top WBS.
Regrads,
Ajay

Hi AjayKumar,
Assign IM Program type in your defaulted Budget profile and assign investment profile in project profile. make sure all settings are correct in Investment profile and budget profile. now assign budget to the IM Position ID to which Top level WBSE is assigned through AR. try to allocate budget from IM Position ID to Top Level WBSE. Once allocated check in CJ30 and you can further distribute the allocated budget from top level WBSE to lower level WBS Elements. You have to manually distribut budget from top level WBS Element to lower level wbs elements.
Hope this clears you !
Br
Hari

AUC measure in investment management

Hi Experts,
i have the below requirement for AUC measure in investment management can any one please guid me how to configure for this.
u2022 Ability to create unique capital projects that could be made up of multiple fixed assets (New Store Opening, New DC, Office Remodel, Software Implementation)
u2022 Ability to forecast the time period / month the cash outlays will take place
u2022 Ability to report on Capital Project achievement in relation to planned time frame as well as in relation to Budget
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Check here all nodes
SPRO-Financial Accounting (New)-Asset Accounting-Transactions-Capitalization of Assets under Construction..................
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Dear All,
We need to develop an ABAP report for Budget distribution in investment management in the format specified by the user. The client uses Investment management for budgets in Marketing budgets.
I got tables IMTP, IMPR, IMPU for Investment program, position id etc.
But I could not find the tables where the Budget amounts get stored when we distribute amounts in Tran.Code IM32.
Please tell me the tables where Budget amount, Distributable, Distributed etc get stored when we post IM32.
Reply me soon.
Thank you very much in advance.
Vishnu,
VST-IT.

Hi,
When we assign budget in IM32, lower level WBS budget will be total up to Top Level WBS, which can see in Distributed.
My question is If we add budget at Top level WBS at certain intervals, that total budget added will be available in DISTRIBUTABLE.
Is there any Distributable report which can help me how much is added at each interval and distribution of that budget.
Please help me with Tables / Report which can give us the detailed information.

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Dear All,
We need to develop an ABAP report for Budget distribution in investment management in the format specified by the user. The client uses Investment management for budgets in Marketing budgets.
I got tables IMTP, IMPR, IMPU for Investment program, position id etc.
But I could not find the tables where the Budget amounts get stored when we distribute amounts in Tran.Code IM32.
Please tell me the tables where Budget amount, Distributable, Distributed etc get stored when we post IM32.
Reply me soon.
Thank you very much in advance.
Vishnu,
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Refer BPGE, BPJA.
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Hello
Could you please help me in getting the BAPI to upload 'Budget Distribution' ( IM52 ) in investment management ?
I am also looking for a BAPI to load data for transaction IM32 ( Change Original program budget ).
Please let me know, if anyone is aware of the same.
Thanks
Sarang

Hi this are the BAPI's use for the Investment programm.
BAPI_INVPROGRAM_CHECKEXISTENCE Check Existence (of Sub-Tree) of Program
BAPI_INVPROGRAM_GET_LEAVES     Output End Nodes of an Investment Program
BAPI_INVPROGRAM_GET_REQUESTS   Output Appropriation Requests and End Nodes of an Investment Program
BAPI_INVPROGRAM_SAVE_ENTITIES Save Assigned Entities in Summarization Database
BAPI_INVPROGRAM_SAVE_VALUES    Save Summarized Values in Summarization Database
BAPI_INVPROGRAM_SELRE_ENTITIES Select Assigned Entities and Replicate Them in Summarization DB
BAPI_INVPROGRAM_SELRE_VALUES   Select Values, Summarize Them and Replicate in Summarization DB
Perhaps you will get better result in ABAP forum.
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Nitin
Edited by: Nitin Patoliya on Dec 3, 2008 6:42 PM

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IM experts,
I created some new planning versions, When I go to assign version in investment management, I go to new entries, I select teh program typy, but when I go to choose the Version they are not in the selection screen.
Can some please help to see what am I missing to assign? so that I can assign versions to Invesment Management?
Thank you for your response.

Hi,
When we assign budget in IM32, lower level WBS budget will be total up to Top Level WBS, which can see in Distributed.
My question is If we add budget at Top level WBS at certain intervals, that total budget added will be available in DISTRIBUTABLE.
Is there any Distributable report which can help me how much is added at each interval and distribution of that budget.
Please help me with Tables / Report which can give us the detailed information.

Investment management - Assignment od AR to Multiple program Positions

Hi,
Does any body has worked on a scenario of assigning the appropriation requests to more than one program positions.
I know that the AR can be assigned to more than one position. But i am not able to see this request in IM52 T code which is used to distribute the Budget to measure from Investment program positions.
Request you to share your views.
Thanks
Rajesh

Hi Rajesh,
As I wrote earlier this is a constraint in the system that an investment object (say top level WBSE) can receive budget only from a single IM prog node. You can check this for yourself at the following place:
SPRO=>Investment Management=>Investment Programs=>Master Data=>Define Program Types
Check the 'Budgeting indicators' and uncheck 'Single Assignment' indicator.
When you try to save you'll get following warning message:
=================================================
Only single assignments are allowed when using budget distribution
Message no. AP276
Diagnosis
You specified budget distribution in your program type. When budget distribution is activated, you can assign measures and appropriation requests to only one investment program position. Multiple assignment to different program positions is not allowed.
System Response
The system does not allow the combination of budget distribution and multiple assignment.
Procedure
When using budget distribution, set the 'single assignment' indicator.
==================================================
Further, with every thing being correct, the current status of your Inv measure should allow Business transaction 'Budgeting' other wise this Inv Measure will not be visible in IM52 T-code.
Hoping your client gets convinced with this info.
with regards,
Ravi
Edited by: Ravi Shrivastav on Mar 14, 2009 7:06 AM

Object Types in User Status profile for Investment managment

Is there any one who has idea about what object types should I select in User Status Profile for Investment management . this is very urgent .
Regards
Rama Shanker Sharma

Dear Ram,
User Status can be maintained in the system as foll
Maintain the Status Profile first in OK02
Status no       Status        Short text         Initial status flag    lowest    Highest
10                  NBU            Not Budgeted             ^                10          20
20                  BUD           Budgeted                                      10          20
in
Status
NBU
maintain the required fields as required by your process requirement
Material purchase order
Material purchase requisition
Partially release project
Release etc
and define each line item weather it should be No influence/Allowed/Warning/Forbidden/No Action/Set/Delete
Repeat the same logic for
Status
BUD
I hope this solves your problem, if not please write in detail your requirement.
Regards,
Vikat Verlekar

Change Investment Management message Control

I am setting up Investment Management, and I would like to know if its possible to change message BQ151 to a warning. this message stops you allocating more to an order than is available in the total budget.
The reason for doing this, is that we want the option to have unbudgeted orders, so it is possible that an area may exceed its budget.
I cannot find any message control options in Investment management, or where the change options are for application area BQ.
Does anybody know where these message are configurable?
Thanks
Graham

Hi,
Technically, it's possible through OBMSG transaction. Though, you should consider the consequences...
Regards,
Eli

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Hello!
I am looking for a way to restrict data on Investment Management reports (program positions) by plant code. I found the following auth objects, but none for plant code:
Company code (A_IMPR_BUK)
Business area (A_IMPR_GSB)
Controlling area (A_IMPR_KOK)
Profit center (A_IMPR_PRC)
Persons responsible (A_IMPR_VER)
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Cheers,
Alex

Refer BPGE, BPJA.
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Investment management : which module

Dear SDN,
I would like a clear view as to which module Investment management comes under.
Is it part of Fi or controlling?
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Regards,

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Thanks in advance,
Edu

hi
see below link for config of Investment management
http://help.sap.com/printdocu/core/Print46c/en/data/pdf/IM/IM.pdf
http://help.sap.com/printdocu/core/Print46c/en/data/pdf/MYSAP/SR_IM.pdf
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Hi,
May help you:-----
http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/00cfa0ca-f11c-2a10-eb8f-b69a103f6caa?quicklink=index&overridelayout=true
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How to process Fisacl year change for Investment Management with Project?

How to process Fisacl year change for Investment Management with Project as measure

hi
check this menu path
Accounting --> Investment Management --> Programs --> Periodic Processing --> Fiscal Year Change

Budgets in Investment Management

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