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!
    Vivian

    If 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,
    Daria

    Hi 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
    Varun

    Pl 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
    John

    Steps 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
    Srikrishna

    Srikrishna,
    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
    null

    Oracle 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!

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  • 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
    PRG

    yes, 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,
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    pa_budget_lines
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    haou.NAME project_organization, pp.project_type,
    pp.project_status_code, pp.start_date project_start_date,
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    pfpt.NAME fin_plan_type, pfpt.description fin_plan_description,
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    prlm.alias resource_alias, prlm.expenditure_type, prlm.event_type,
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    FROM apps.pa_projects_all pp,
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    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'
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    FROM pa_budget_versions pbv1
    WHERE 1 = 1
    AND pbv1.project_id = pp.project_id
    AND pbv1.budget_status_code = 'B'
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    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_date

    Can 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.
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    Regards
    Rayan

    Hi Vinay
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  • 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
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    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,
    Daria

    Hi 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,
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    Account Assignment = P
    Delivery Date  = 31/10/2010
    Cost Center = MM051000
    GL Account = 70080010
    Network No = 80001776 0010
    Error message at FUND Level :
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    _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.
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    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,
    Azmiey

    Under 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?

  • BAPI Project Budget

    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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