How to upload budget in sap

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  • How to upload budget in sap

    • On the dashboard, click Manage Core Administration.!

    Budget upload process in SAP PS

  • 1. To upload the budget.

    Solved: Hi All, I finished uploading trial balances,now I need to upload Planned values(Budget).Please someone shed a light how to upload budget in sap.

    Enter Transaction code cj30 and enter

  • 2. Enter the project definition RR/1001 and enter

  • 3. Then enter the budget manually against the different WBS elements you want in the budget column

  • 4.

    Then press enter

  • 5.

    Learn how to import any budget figures from Excel into SAP Business One. At DATA UNIT AG we make Big Data Simple for SMEs.

    The screen becomes like the one below.

  • 6. Then save as shown below. Click on the highlighted button.

    Update the template and use transaction code KE13 to upload the file.

  • 15. To supplement the Budget Enter transaction code CJ36 highlighted in red.

  • 16. 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

  • 17. Then next screen comes Fill in receiver WBS element, the amount, the currency and the year.

  • 20.

    You can use this feature to upload budget data to Funds Management (FM) budgeting from an external file in the CSV format according to the selection criteria.

  • Open the Import Financial Plan Data app.
  • On the dashboard, click Manage Core Administration.
  • Update the template and use transaction code KE13 to upload the file.
  • Learn how to import any budget figures from Excel into SAP Business One. At DATA UNIT AG we make Big Data Simple for SMEs.

    • Then go to supplement and then click on post

  • 22. CJ32 - Process to Release the Budget in SAP Put CJ32 transaction code and Press Enter

  • 23. Put the controlling Area: CI01 Click on the Continue Button (Tick Mark)

  • 24.

    Put the Project Definition: OR/1301. In the below I have selected project definition OR/1301 and Press Enter Then

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