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Many measures can be carried out as part of a project, the budget for which is planned using budget items. Use this form to assign these budget items to the project budgets and enter the budget intended for them. You can use the subordinate budget management to plan the budget of the budget items and thus project measures on an annual basis.
Identification
Information on the data record’s identification is entered in this section.| Property | Description |
| Comment | Enter comments or information about the budget position. |
| Code | Enter the budget position’s number. |
| Project Class | Displays/select the project budget which the budget position is assigned to. |
| Code | Displays the budget position’s abbreviation. This is automatically generated, after being saved for the first time, from the project budget’s abbreviation and the budget position’s number. |
| Name | Enter the name of the budget position or task for which the budget is planned by the budget position. |
| Building | Select the building in which the task is performed. |
| Type | Select the task type. |
| Status | Select the status of the budget position. |
Budget values
The budget values are managed in this section. Only the intended total budget for tasks planned by the budget position can be entered. The remaining values are calculated from the assigned budget management.| Property | Description |
| Intended budget [€] | Enter the budget position’s intended budget for the entire duration of the project. |
| Planned budget [€] | Displays the budget planned for the budget position. It is calculated automatically from the sum of the planned budgets of the assigned budget managements. |
| Estimated costs [€] | Displays the estimated costs. This is calculated automatically from the orders and contract values from the assigned budget managements. |
| Actual costs to date [€] | Displays the actual costs to date. This is calculated automatically from the costs and partial services from the assigned budget managements. |
Details
This group contains specific information and characteristics for individual project tasks or budget items. Detailed characteristics that are relevant for the precise planning and implementation of the measure are recorded here.| Property | Description |
| Initiator | Select the task initiator. |
| Plan cost center | Select the cost center on which the budget position is planned. |
| Nominal account | Select the nominal account used to account for the budget position. |
| responsible staff member | Select the person responsible for the task. |
Budget management
The project task budget is managed here.See also: annual budgets
Comments
This info area has an editor in which comments on the data record can be left.In this section you can add and edit comments and annotations.
Documents
Documents of any kind relating to the data record can be uploaded in this info area.In this section you can upload, download and manage files.
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This function updates the values "Planned costs", "Estimated costs" and "Actual costs".List IH_AUFTRAGSPLAN_T
List IH_AUFTRAGSPLAN_TSee also: Order planning