Un-allocate budget Return After WBS closed

[Former Member]

Dear Expert,

Is it a proper way for SAP-PS（T-code, program , or other ways) to return all the un-allocate budget when a WBS element is closed?

Many thanx!

Atom

[Former Member · Accepted solution]

you can use CJ35 or CJ38 to return unallocated budget but you need to "unclose" the WBS first.

go to edit > status > close > undo to remove clsd status.

if you want direct tcode to allow return of budget despite closed status, i dont think that is possible since attributes system statuses cannot be directly changed.

you may need an exit to undo and reset closed status for budget transfer transaction but that would be to tedious to do.

also consider use of user status that has similar effects of CLSD system status but still allows budget return.

regards.

[Former Member · Accepted solution]

Thanks for your helpful input.

I know how to use CJ30/CJ38 related transaction to return all the budget when the system status is not CLSD. More specifically, I would like to request for a way to return all the remaining budget automatically when closing the project.

Tom

[virendra_pal · Accepted solution]

return all budget where?

when the project is closed the project data should be frozen

this way I have a report that the budget was say 3000 and the actual was 2500

if I then return the budget (to wherever? - the budget would be 2500 against actual 2500

how can I measure the efficiency of the project manager - everyone will look good

wrong practice in my opinion

there should be no need to return budget, unless you are using IM when the possibility to use budget elsewhere is a scenario

[Former Member · Accepted solution]

Thanks Virendra for your opinion.

The answer is Yes. We do want to return those budget because we are using IM and we want to allocate those "left-over" budget to another project.

Atom

[virendra_pal · Accepted solution]

then use IM52 with the return option