Project Budgeting
Hi,
Can any body explain me the procedure to create a user status in status profile for project budgeting.
Thanks,
Prasad
Hi
I doubt if you could update the original budget using budget updates such as supplement, return or transfer.
When ever you do budget updates, only the current budget would get updated but not the original budget.
Regards
Amal
Similar Messages
-
How To Load a Project Budget Line Through API in R12 ?
Hello
Could you please let me know how to load the project budget lines through API in R12 system, I am trying with below script but it is not working.
Could you please let me know if you have any solution.
=========================================================================================================================================================================
Script
DECLARE
--––variables needed for API standard parameters
l_api_version_number NUMBER := 1.0;
l_commit VARCHAR2 (1) := 'T';
l_return_status VARCHAR2 (1);
l_init_msg_list VARCHAR2 (1);
l_msg_count NUMBER;
l_msg_data VARCHAR2 (2000);
l_data VARCHAR2 (2000);
l_msg_entity VARCHAR2 (100);
l_msg_entity_index NUMBER;
l_msg_index NUMBER;
l_msg_index_out NUMBER;
l_encoded VARCHAR2 (1);
i NUMBER;
a NUMBER;
--––variables needed for Oracle Project specific parameters
l_pm_product_code VARCHAR2 (100);
l_pa_project_id NUMBER;
l_pm_project_reference VARCHAR2 (100);
l_budget_type_code VARCHAR2 (30);
l_change_reason_code VARCHAR2 (30);
l_description VARCHAR2 (255);
l_entry_method_code VARCHAR2 (30);
l_resource_list_name VARCHAR2 (60);
l_resource_list_id NUMBER;
l_budget_lines_in pa_budget_pub.budget_line_in_tbl_type;
l_budget_lines_in_rec pa_budget_pub.budget_line_in_rec_type;
l_budget_lines_out pa_budget_pub.budget_line_out_tbl_type;
l_line_index NUMBER;
l_line_return_status VARCHAR2 (1);
l_user_id NUMBER;
l_responsibility_id NUMBER;
API_ERROR EXCEPTION;
BEGIN
-- SET GLOBAL INFO
SELECT user_id,
responsibility_id
INTO l_user_id,
l_responsibility_id
FROM pa_user_resp_v
WHERE user_name = 'RAJU';
PA_INTERFACE_UTILS_PUB.SET_GLOBAL_INFO (p_api_version_number => 1.0,
p_responsibility_id => l_responsibility_id,
p_user_id => l_user_id,
p_msg_count => l_msg_count,
p_msg_data => l_msg_data,
p_return_status => l_return_status
IF l_return_status != 'S'
THEN
RAISE API_ERROR;
END IF;
--––PRODUCT RELATED DATA
l_pm_product_code := 'GMS';
--––BUDGET DATA
l_pa_project_id := 6271;
l_pm_project_reference := NULL;--'ABC';
l_budget_type_code := 'FC';
-- l_change_reason_code := 'INITIAL';
l_description := 'New description –> 2';
l_entry_method_code := 'PA_TASKLVL_BASELINE';
l_resource_list_id := 1001;
--––BUDGET LINES DATA
a := 1;
FOR i IN 1 .. a
LOOP
l_budget_lines_in_rec.pa_task_id := 405156;
l_budget_lines_in_rec.pm_task_reference := NULL;
l_budget_lines_in_rec.resource_alias := 'Labor';
l_budget_lines_in_rec.resource_list_member_id := '1034';
-- l_budget_lines_in_rec.budget_start_date := '01-Jan-13';
-- l_budget_lines_in_rec.budget_end_date := '31-Dec-14';
-- l_budget_lines_in_rec.period_name := 'JUL-10FY2011';
l_budget_lines_in_rec.description := 'Some Text';
l_budget_lines_in_rec.quantity := 100.00;
l_budget_lines_in_rec.raw_cost := 300.00;
l_budget_lines_in (i) := l_budget_lines_in_rec;
END LOOP;
--––INIT_BUDGET
pa_budget_pub.init_budget;
--––LOAD_BUDGET_LINE
FOR i IN 1 .. a
LOOP
pa_budget_pub.load_budget_line
(p_api_version_number => l_api_version_number,
p_return_status => l_return_status,
p_pa_task_id => l_budget_lines_in (i).pa_task_id,
p_pm_task_reference => l_budget_lines_in (i).pm_task_reference,
p_resource_alias => l_budget_lines_in (i).resource_alias,
p_resource_list_member_id => l_budget_lines_in (i).resource_list_member_id,
p_budget_start_date => l_budget_lines_in (i).budget_start_date,
p_budget_end_date => l_budget_lines_in (i).budget_end_date,
p_period_name => l_budget_lines_in (i).period_name,
p_description => l_budget_lines_in (i).description,
p_raw_cost => l_budget_lines_in (i).raw_cost,
p_burdened_cost => l_budget_lines_in (i).burdened_cost,
p_revenue => l_budget_lines_in (i).revenue,
p_quantity => l_budget_lines_in (i).quantity
END LOOP;
IF l_return_status != 'S'
THEN
RAISE api_error;
END IF;
--––EXECUTE_CREATE_DRAFT_BUDGET
pa_budget_pub.execute_create_draft_budget (p_api_version_number => l_api_version_number,
p_msg_count => l_msg_count,
p_msg_data => l_msg_data,
p_return_status => l_return_status,
p_pm_product_code => l_pm_product_code,
p_pa_project_id => l_pa_project_id,
p_pm_project_reference => l_pm_project_reference,
p_budget_type_code => l_budget_type_code,
p_change_reason_code => l_change_reason_code,
p_description => l_description,
p_entry_method_code => l_entry_method_code,
p_resource_list_name => l_resource_list_name,
p_resource_list_id => l_resource_list_id
IF l_return_status != 'S'
THEN
NULL; --––RAISE API_ERROR;
END IF;
--––FETCH_LINE
FOR l_line_index IN 1 .. pa_budget_pub.g_budget_lines_tbl_count
LOOP
pa_budget_pub.fetch_budget_line (p_api_version_number => l_api_version_number,
p_return_status => l_return_status,
p_line_index => l_line_index,
p_line_return_status => l_line_return_status
IF l_return_status != 'S' OR l_line_return_status != 'S'
THEN
RAISE api_error;
END IF;
END LOOP;
--––CLEAR_BUDGET
pa_budget_pub.clear_budget;
IF l_return_status != 'S'
THEN
RAISE api_error;
END IF;
--––HANDLE EXCEPTIONS
EXCEPTION
WHEN api_error
THEN
FOR i IN 1 .. l_msg_count
LOOP
pa_interface_utils_pub.get_messages (p_msg_data => l_msg_data,
p_data => l_data,
p_msg_count => l_msg_count,
p_msg_index_out => l_msg_index_out
DBMS_OUTPUT.put_line ('Error Mesg ' || l_data);
DBMS_OUTPUT.put_line ('Error Mesg ' || l_msg_data);
END LOOP;
WHEN OTHERS
THEN
FOR i IN 1 .. l_msg_count
LOOP
pa_interface_utils_pub.get_messages (p_msg_data => l_msg_data,
p_data => l_data,
p_msg_count => l_msg_count,
p_msg_index_out => l_msg_index_out
DBMS_OUTPUT.put_line ('error mesg ' || l_data);
END LOOP;
END;
=========================================================================================================================================================================Not knowing how its embedded... you will need to get the report instance from the dll and cast it as a ReportDocument object.
Given the info so far, that is all we can say.
Ludek
Follow us on Twitter http://twitter.com/SAPCRNetSup
Got Enhancement ideas? Try the [SAP Idea Place|https://ideas.sap.com/community/products_and_solutions/crystalreports] -
Will Project Budget be available again after settlement to AUC/final asset?
I would like to know if my project budget will become available again once I settle costs to AUC and to Final asset (or settle directly to final asset w/o AUC).
Letu2019s say my original budget for WBS is 5000, cost was posted to the WBS u2013 4000, now I settle the 4000 cost to AUC (and eventually from AUC to final asset). Will this mean the entire 5000 will be available again since the cost has been settled from WBS to AUC (and eventually fixed asset)?
Thanks!
VivianIf you have Budgeted WBS element and than after you does any cost postings against that WBS. you budget get consumed by that actual cost.
however, WBS element is capturing cost for the period of project duration that cost has to transfer to FI/ CO , finally so, at the period-end we does the settlement & transfer taht cost to cost center , PA , asset etc....
So, no point that after settlement your budget will be your initial budget.
Regards
Nitin -
Project Budget Return Currency issues
HI,
my business has the following issue:
The Investment Management happens in Controlling Area currency (USD), while distribution of budgets to projects, spend & budget return happens in Local Currency (say EUR). So when project has a left-over of a budget that they want to return, they take EUR balance, convert it using budget rate of the day to USD equivivalent & make return. This creates an artifitial USD balance.
For example, 100 EUR were distributed to the project, 80 EUR spend, 20 EUR returned. EUR balnce is Zero, but USD will have some artificial balance arrised due to different rates applied on spend & return.
So I wonder what other companies normaly do with it? My business came up with a requirement of the following report:
Re: How to build Project Budget report with "IF-then" formula?
Many thanks in advance,
DariaHi Daria,
My recommendation is to align budget profile settings between IM and PS, means using the Object Currency for both.
I do believe you have one IM program per country, therefore the Object Currency is possible to be used.
Regards,
Paulo -
Customization of PROJECT BUDGET ACCOUNT GENERATOR
Hi
Anyone customized project budget account generator. Please breif how to configure the workflow as it creates accounts for budget lines How this workflow is triggered and what are the attributes top_tak_number and low_task_number.
I need to develop plsql package to derive accounting segments please can u help me how to develop as there is no copy_code_combination in the predefined workflow process tree. Do I need to create a process n loop till all the lines accounts are generated.
Please help.
Thanks
VarunPl do not post duplicates - customization of PROJECT BUDGET ACCOUNT GENERATOR
-
Project Budget without GL Integration
Hello Experts
Can anyone provide step by step info for creating a Project Bbudget/Budgetory Controls without GL Integration.
Thanks in Advance.
Kind Regards
JohnSteps required for Project Budget without GL Integration
1) Enable the Budgetary control & flag for override at project level(this is required so that we can overide budgetary control setting at project level ) at the project type level
2) In the Budget Entry Method enable the flag categorize by resources and define your resource list.
3) Assign your Budget Entry Method and recourse list (previously defined ) in the budget option tab of the Project Type.
4.Open the Project(for which u want to enable budgetary control)
Navigation: Project -> Options-> budgetary control Options
5) Check the following 2 things
Amount Type - The starting point for the time interval. Examples: Period-to-Date, Year-to-Date, Project-to-Date
Boundary Code - The end point for the time interval. Examples: Period, Year, Project
6.Check that in the Purchasing , Encumbrance options is enabled
Navigation is
Purchasing ->Setup:Organizations->Financial Options
Select Encumbrance Tab. Define for PO Encumbrance and Invoice Encumbrance.
Cheers
Hadi -
Funds management and project budgeting
Hi
We have funds managment activated for operational expenses(OPEX).
Project budget will be used for all CAPEX requirements. However, there will be common G/L accounts used in both operational expenses and capital expenses. For eg. steel could be issued both for projects as well as maintenance activities.
Please clarify on the following:
1) How to avoid duplication of budgets in PS and FM.
2) Can we forego PS budgetings and depend on only FM budgeting to meet the above issue. Can't we achieve the PS budgeting functionality in FM.
3) What differentiates or advantages we get in PS budget over FM budget.
Regards
SrikrishnaSrikrishna,
I am not aware of FM, but for the point mentioned by you
However, there will be common G/L accounts used in both operational expenses and capital expenses. For eg. steel could be issued both for projects as well as maintenance activities.
You can over come this by using valuation class in the material master Acoounting1 view. There you have 2 valuation classes
1. Valuation class - this is used for operational purposes and this valuation class will have set of G/L accounts mentioned in IMG for determining different process like, inventory, consumption etc...
2. Project Valuation Class - This is used for Project (when you mention account assignment as Q in PR or PO) system will read this valuation class, if no value exists in this field, it reads Valuation class. Again if the value in this field is different than the Valuation class, then it will contain different set of G/L account, with help of this you can distinguish the operative and Project G/L accounts and inventory / consumption separately.
Hope this may help you.
Regards,
Praveen -
On-line funds checking with respect to project budgets
Hi Friends,
Does Purchasing check, in addition to available funds in GL, the funds available in a project if at PO level, the project number is set up and an expenditure type is attached and a Project Budget is setup for the expenditure type.
What are the setups involved?
How does one specify at the project budget level whether the budget checking, if possible, will be absolute and advisory.
Thanks and regards
nullOracle Projects is not designed to support budgetary control for Purchasing and Payables.
This is an enhancement Oracle is planning to deliver on one of the next releases, on top of 11i. Unformally scheduled for the second half of year 2001.
Dina -
Project Budget conversion rate - change to quarterly P rate (value date?)
Hi All,
We have both Plan and budget profile for project set as blank for value date and exchange rate as P rate. There are quarterly P rates maintained for a Fiscal Year in OB09. For the plan, it gets the correct P rate based on the period/month of plan. However, I noticed that for project budget, it is always getting the P rate defined for first date of fiscal year - I am not sure if this is due to value date (which is always defaulted to first date of fiscal year)
Could you advise if there is a way for the system to pick the correct P rate for budget (quarterly P rate in OB08) - if this is due to value date, is there a way to change it (not by defaulting a value date in budget profile config)
Thanks!Right.
There are 3 ways to use CSS:
Inline: styles applied to the HTML code between the <body> tags. This is not usually recommended.
Embedded: inside <style> and </style> tags between the <head> tags in your HTML document. This code is applied to only one page.
External: a physical file that contains nothing but CSS code and applies to all site pages that are linked to it.
If you have a unique style you want to use on a single page, either use embedded CSS (in the HTML document itself) or set up a unique class in your external stylesheet.
CSS classes:
.center {text-align:center}
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.left {text-align:left}
HTML:
<p class="center"> this is centered text</p>
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Web | Graphics | Print | Media Specialists
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www.alt-web.blogspot.com -
IMCCP3 - Transfer Plan to Project Budget - WBS Elements
Dear all
Is it possible to execute a similar report as IMCCP3 - Transfer Plan to Project Budget based on a range of WBS Elements. Can a new report be created to allow this. The standard transaction only allows this based on Project.
Thank you
PRGyes, you could always create Z tcode as you required.
Please make a functional spec and discuss with your abaper. -
Project budget and forecast tables in R12
Hi All,
I had to extract the budget and forecast amounts for each project in the below format.
Project number, budget/forecast, task, resource, PA period, burden cost..etc.+
We are on R12. Can I use below tables to extract the above information. or should i depend on PJI% tables. please suggest.
pa_budget_versions
pa_budget_lines
below is the full query i built:
SELECT pp.NAME project_name, pp.segment1 project_number,
haou.NAME project_organization, pp.project_type,
pp.project_status_code, pp.start_date project_start_date,
pp.completion_date project_completion_date,
pfpt.NAME fin_plan_type, pfpt.description fin_plan_description,
pfpt.plan_class_code, pbv.budget_version_id, pbv.budget_type_code, pbv.version_number,
pbv.budget_status_code, pbv.version_name, pbv.baselined_date,
pbv.labor_quantity project_level_labor_quantity,
pbv.labor_unit_of_measure, pbv.raw_cost project_level_raw_cost, pbv.burdened_cost project_level_burdened_cost,
pbv.revenue project_level_revenue, pbv.version_type,pbv.current_planning_period, pt.task_number, pt.task_name,
prlm.alias resource_alias, prlm.expenditure_type, prlm.event_type,
prlm.expenditure_category, prlm.resource_class_code,
prlm.unit_of_measure, pbl.start_date, pbl.end_date, pbl.period_name,
pbl.quantity, pbl.raw_cost, pbl.burdened_cost, pbl.revenue, prlm.resource_list_member_id,
prlm.resource_type_code
FROM apps.pa_projects_all pp,
hr_all_organization_units haou,
apps.pa_budget_versions pbv,
apps.pa_fin_plan_types_vl pfpt,
apps.pa_budget_lines pbl,
pa_resource_assignments pra,
pa_tasks pt,
pa_resource_list_members prlm
WHERE 1 = 1
AND pp.project_id = pbv.project_id
AND pp.carrying_out_organization_id = haou.organization_id
AND pbv.fin_plan_type_id = pfpt.fin_plan_type_id
AND pbv.budget_status_code = 'B'
AND pbv.budget_version_id =
(SELECT MAX (budget_version_id)
FROM pa_budget_versions pbv1
WHERE 1 = 1
AND pbv1.project_id = pp.project_id
AND pbv1.budget_status_code = 'B'
AND pbv1.version_type = pbv.version_type)
--AND version_type = 'COST'
AND pbl.budget_version_id = pbv.budget_version_id
AND pbl.resource_assignment_id = pra.resource_assignment_id
AND pra.resource_list_member_id = prlm.resource_list_member_id
AND pt.task_id(+) = pra.task_id
and pp.name = 'TEST_XX'
order by pp.segment1, pbl.period_name, pt.task_number, pbl.start_dateCan any body please help on this note..
thanks in advance.. -
PS Report on Project Budgets per Year
Hi SDN'ers
I hope I am posting this question to the correct forum, apologies if not!!!
We are on ECC6, and I am trying to find a report or transaction which will allow me to enter a PS Project number and which will display the budget values for that project per year. The values I am trying to see are things like Original Budget, Actual Budget, Commitments, Carryover from previous Year, etc. So for example, if I have a project which was created in 2000, I want to be able to see the values as they were in each year from 2000 until now.
I would appreciate it if anyone could assist me.
Regards
RayanHi Vinay
I am not sure - I am actually an Abap'er and I need this report to verify data that I have to extract for the users. We do not have a PS consultant so I could not ask him how our PS system is configured.
I was hoping that there would be a general SAP report that would be able to give me the PS budget information that I need.
thank you
Rayan -
How to build Project Budget report with "IF-then" formula?
HI
I have user requirement to create this report:
Controlling Area Currency CAC
Object Currency (OC)
Amount to be returned calculation
Amount to be used for Budget Return
Budget (CAC)
Actual (CAC)
Remaining Budget (CAC)
Budget (OC)
Actual (OC)
Remaining Budget (OC)
CAC Remaining
Budget converted to OC using Budget rate (OC)
OC Remaining Budget converted to CAC using Budget rate (CAC)
(1)
(2)
(3)
(4)
(5)
(6)
(7) = (3) * Budget rate
(8) = (6) / Budget rate
if (8) => (3) then
(7), else (6)
Project 1
Project 2
Project 3
Project 4
Project 5
My dilemma is wich tool to use to build the report & how.
CJE2 & CJE6 Project Hierarchy Reports
I have managed to create columns 1 - 6 using a copy of forms from SP1 Reporting Group
but I fail to create "IF - then" formula
GRR2 Report Painter
SP1 & SP2 Reports are not available there to copy from, while SP3 has no Budget data available
GR32 Report Writer
I'm just not sure how to manage it & where to start from? Is that realistinc to do without special training?
Please could you help me to figure out how can get to deliver that user requirement?
What shall better do?
Thank you very much in advance,
DariaHi Daria,
In addition to what Sunil has mentioned , i think you don't need to get into the AFVC table unless you are using network activities under the WBS. Even then I don't see a need for AFVC as your budgeting is at the WBS level.
And your requirement is to capture Budget, Actual Cost and Remaining Budget and Return as per your formula.. here You should be looking at the below tables:
1. PROJ : For Getting the list of Project.
2. PRPS : for getting the WBS for the Projects..
3. COEP or COSP OR RPSCO.
Though you can get all your values in RPSCO but this is a huge table and you can hit some performance issues.. So you can use COEP or COSP ( if you want to use Line items or totals)..
Rest you can go with the logic given by Sunil.. Just filter the values by the Value type for each project and you should get your desired result..
Regards
Sammar -
Project Budget Checking in SAP MM Purchasing
Hi,
As far as i know, in FM we can control whether the posting or delivery date should be taken for budget check for PR/PO. In our company, setting configured as posting date so when budget error trigged, the system will display budget base on the posting date.
For WBS budget control (Project System), how we can control the budget checking during PR creation (ME51N), so that budget will refer to Posting Date and not by Delivery Date??.
Data simulation in screen Purchasing (ME51N)
Account Assignment = P
Delivery Date = 31/10/2010
Cost Center = MM051000
GL Account = 70080010
Network No = 80001776 0010
Error message at FUND Level :
Item 010 MM051000 /70080010 payment budget exceeded++
_Message no. BP629
_Diagnosis
_In document item 010 MM051000 /70080010, payment budget on MM051000 /BS020209 for fiscal year 2009 , Fund 0958 , was exceeded by 18,000.00 MYR.
Error message at WBS evel
Item 010 Ntwk actvty 80001776 0010 budget exhausted
Message no. BP608
Diagnosis
In document item 010 Ntwk actvty 80001776 0010, budget for WBS element P.000064.20 for fiscal year 2010 is exhausted.
Regards,
AzmieyUnder OPS9, below are the settings. Base on this setting, it's configured as "Annual budget released".
Profile MI0001
Text MyCOmpany Budget Profile
Past 4 Program type budget = ' '
Future 4
Start 0
Decimal places = ' ' Activation Type 1 Usage 0.00
Scaling factor 0 Overall = ' ', Release = 'X', Object Currrency =' '
Exchange Rate Type M
Value Date = ' '
Budgeting Currency : 'X' Controlling area currency
Tried untick "Release" to make it as annual budget also same error budget which still refer to year budget 2010. Any steps did i'm missing? -
I'm looking for a BAPI or FM for creating or updating budget for WBS in projects (transaction cj30).
Can U help?I have same question,can you tell me how to use BAPI or bdc to update Budget?
I have created wbs with BDC, i want to update budget with t-code :cj30, I don't know how to do .
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