- Proposal from investment measures.
- Budgeting in IM.
- Budget distribution among measures.
- Budget distribution in project.
An investment program provides you with a complete overview of the planned projects of your company. You can structure the investment program in a hierarchical form according to your requirements, and assign orders and projects (your investment measures) to the required investment program items.
In investment management, you create investment programs with reference to an approval year. You can copy the plan versions of your choice here. You can copy the cost planning data of investment measures (investment projects and investment orders) to the cost planning data of investment program items by using the default plan value transaction.
The items are budgeted in the investment program. You can use the cost planning data of the investment program as a proposal for budgeting. The investment program budget values can then be distributed among the investment measures (as shown in the figure, Budget Distribution from Investment Management, the level 1 WBS element of the investment project). In the SAP Project System (SAP PS), you can then distribute the budget values further from the level 1 WBS element to lower-level WBS elements.