budget upload process in sap ps
TRANSCRIPT
![Page 1: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/1.jpg)
To upload the budget.
Enter Transaction code cj30 and enter
![Page 2: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/2.jpg)
Enter the project definition RR/1001 and enter
![Page 3: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/3.jpg)
Then enter the budget manually against the different WBS elements you want in the budget column
![Page 4: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/4.jpg)
Then press enter
![Page 5: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/5.jpg)
The screen becomes like the one below.
![Page 6: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/6.jpg)
Then save as shown below. Click on the highlighted button.
![Page 7: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/7.jpg)
![Page 8: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/8.jpg)
![Page 9: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/9.jpg)
![Page 10: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/10.jpg)
![Page 11: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/11.jpg)
![Page 12: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/12.jpg)
![Page 13: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/13.jpg)
![Page 14: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/14.jpg)
![Page 15: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/15.jpg)
To supplement the Budget
Enter transaction code CJ36 highlighted in red.
![Page 16: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/16.jpg)
Next Screen will come and we need to put the receiver year.
Receiver year: Current year or Year for which you need to upload budget.
Text name: -
Text: Supplement ENTER
![Page 17: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/17.jpg)
Then next screen comes
Fill in receiver WBS element, the amount, the currency and the year.
![Page 18: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/18.jpg)
![Page 19: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/19.jpg)
![Page 20: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/20.jpg)
Then go to supplement and then click on post
![Page 21: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/21.jpg)
![Page 22: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/22.jpg)
CJ32 - Process to Release the Budget in SAP
Put CJ32 transaction code and Press Enter
![Page 23: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/23.jpg)
Put the controlling Area: CI01
Click on the Continue Button (Tick Mark)
![Page 24: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/24.jpg)
Put the Project Definition: OR/1301. In the below I have selected project definition OR/1301 and Press Enter
Then next screen comes and then go to edit and the select and select all
![Page 25: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/25.jpg)
Then the screen looks like
![Page 26: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/26.jpg)
Click on Edit → Copy View
![Page 27: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/27.jpg)
Click on Edit → Copy View → Current Budget →
![Page 28: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/28.jpg)
Click on Edit → Copy View → Current Budget → Overwrite → 100% → Click on Continue (Enter)
![Page 29: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/29.jpg)
Release → Save
![Page 30: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/30.jpg)
Process to Return Budget in SAP
Go to CJ 32 and De-release the project definition
Then, CJ 35 to return the budget
Then, again CJ 32 to Release the budget in SAP
CJ32 - Process to De-release Budget in SAP
Put CJ32 transaction code and Press Enter
![Page 31: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/31.jpg)
Put the controlling Area: 1000
Click on the Continue Button (Tick Mark)
![Page 32: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/32.jpg)
Put the Project Definition: OR/1301. In the below I have selected project definition OR/1301 and Press Enter
![Page 33: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/33.jpg)
Click on Edit → Select→ Select All
![Page 34: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/34.jpg)
Edit→ Delete → Save
![Page 35: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/35.jpg)
Budget Return: CJ 35 Budget Return
Put transaction code CJ 35 and Enter
![Page 36: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/36.jpg)
Process:
Sender Year: 2015
Text Name: -
Text: Return ENTER
![Page 37: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/37.jpg)
Fill in sender WBS element.
Return → Post
NOTE: Rereleasing is required before posting the Return
DE release (sender) → Post Return → Release (both sender and receiver)
![Page 38: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/38.jpg)
CJ32 - Again Release the Project Definition
Edit → Select→ Select All
Edit → Copy View → Current Budget → Overwrite → 100%
Release → Save
CJ32 - Process to Release the Budget in SAP
Put CJ32 transaction code and Press Enter
![Page 39: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/39.jpg)
Edit → Select→ Select All
Edit → Copy View → Current Budget
![Page 40: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/40.jpg)
Overwrite → 100%
![Page 41: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/41.jpg)
Release → Save
![Page 42: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/42.jpg)
Process to Transfer Budget in SAP
Go to CJ 32 and De-release the project definition
Then, CJ 34 to return the budget
Then, again CJ 32 to Release the budget in SAP
CJ32 - Process to De Release the Budget in SAP
Put CJ32 transaction code and Press Enter
![Page 43: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/43.jpg)
![Page 44: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/44.jpg)
Put the controlling Area: CI01
Click on the Continue Button (Tick Mark)
![Page 45: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/45.jpg)
Put the Project Definition: OR/1301. In the below I have selected project definition OR/1301 and Press Enter
![Page 46: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/46.jpg)
Click on Edit → Select→ Select All
![Page 47: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/47.jpg)
![Page 48: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/48.jpg)
Click on Edit→ Delete → Save
![Page 49: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/49.jpg)
Transfer Budget: CJ 34 Budget Transfer
Put transaction code: CJ34 for Budget Transfer
![Page 50: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/50.jpg)
Process:
Sender Year: 2015
Receiver Year: 2015
Text Name: Leave it blank
Text: Transfer ENTER
![Page 51: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/51.jpg)
Fill in Sender WBS element, Receiver WBS element, Amount and the Currency as mentioned below
![Page 52: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/52.jpg)
Transfer Posting → Post.
Derelease (Sender) → Transfer budget → Release (Both Sender and Receiver)
CJ32 - Process to Release the Budget in SAP
![Page 53: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/53.jpg)
Put CJ32 transaction code and Press Enter
Edit → Select→ Select All
![Page 54: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/54.jpg)
Edit → Copy View → Current Budget
![Page 55: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/55.jpg)
Overwrite → 100%
![Page 56: Budget upload process in SAP PS](https://reader033.vdocument.in/reader033/viewer/2022061405/55cda883bb61eb7e318b458b/html5/thumbnails/56.jpg)
Release → Save
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