Specify Budget Template Structure

Explanation

This activity is used to define the budget template structure. The budget structure is based on the templates defined within the budget process. For each node it will be possible to define a budget responsible user and an approver. When a user is defined as responsible or approver for a node, the user should be able to view all budget templates and nodes. The graphical presentation of the structure will show the following information for all templates; Status, Responsible, Approver, Due Date and Last Modified.

Prerequisites

Budget templates and user roles need to be specified. 

System Effects

As a result you are allowed to create a structure and connect the template to a node.

Window

Budget Structure

Related Window Descriptions

Budget Structure

Procedure

  1. Open Budget Structure window.
  2. Enter budget structure ID and description.
  3. Select budget process ID from the List of Values.
  4. Under Nodes tab specify the budget node ID and description.
  5. Enter node above. Note: This is not possible when entering the first budget node ID. 
  6. Enter due date if required.
  7. Enter approver and user responsible from the List of Values. 
  8. Select the Notes check box to enter notes.
  9. In the Template tab specify the budget template ID using the List of Values.
  10. Connect the budget template to a node by specifying the node using the List of Values. 
  11. Specify the due date if required.
  12. In the Template tab it is also possible to connect documents by using Attachments.
  13. Select the View Structure tab. Mark the levels. The layout is displayed automatically in the Structure Layout field. Note: You can drag and drop a node to add it under another node, and you can drag and drop unassigned or assigned templates to another node. When you do this, the system moves the values along with the picture so that the correct information is displayed in the Nodes and Template tabs. The drag and drop operation can be performed by dragging an object and dropping it onto a node. You cannot use the copy and paste operation, since nodes or code part values cannot be duplicated in the structure through this operation.