Programme SAP GM_BUDGET_OVERVIEW - GM Budget Overview

Purpose
The report shows an overview of the current budget status per grant. Useit to select specific budget statuses and display the relevant budgetamounts in a drilldown tree structure. The budget amounts to externalfunds are calculated as follows:

  • Sponsor Net or Sponsor Direct

    • Actual budget amount
    • IDC (Indirect Cost Percentage)

      • Percentage of indirect cost added. This percent reflects overhead costnot available in more detail and is negotiated upfront with the sponsor
      • Sponsor Gross or Sponsored Total

        • Direct * IDC% = Total
        • CSh: Cost Sharing Percentage:

          • Negotiated percentage for cost sharing, based on program and classes.
          • Internal Fund required:

            • Internal fund based on percentage of sponsored direct amount
            • Internal Fund release:

              • Summary of released budget amounts over all internal funds associatedwith this grant.
              • Common Net

                • Sponsored Direct + Internal Fund required
                • Common Total

                  • Sponsored Total + Internal Fund required
                  • Actual Postings

                    • Associated actual postings on this hierarchy level
                    • Delta

                      • Common Total minus Actual Postings
                      The budget amounts for internal funds are displayed in the followingLayout on each node:
                      • Budget Amounts

                        • Represents the budget amounts associated with the selection criterias
                        • Common Total

                          • Sponsored Total + Internal Fund required
                          • Actual Postings

                            • Associated actual postings on this hierarchy level
                            • Delta

                              • Common Total minus Actual Postings
                              Note: Internal and external funds are summarized in the external fundlayout. Internal funds, by definition, are not relevant for cost sharingor indirect costs. Therefore, internal funds amounts only roll up thebudget amounts into the common total.

                              Features
                              This report offers hierarchical display using the ALV tree library. TheALV display is one dimensional, referencing external funds in onesubscreen and internal funds in the second. Both of them can becollapsed to create a bigger viewing area in the other. Each node can beexpanded or collapsed. A general find over each available text is astandard function. The ALV layout can be modified an saved on auser/general bases. Note that the first layout appearance is standard.From a reporting perspective, printouts are offered in a tree likefasion for each window or a general printout in an ALV grid layout.

                              Selection
                              The standard selection screen contains the following blocks:

                              • Budget

                              • Postings

                                • In the Budget section, the grant number and version are requiredentries. The default status is posted budget. The Passthrough flagallows you to include additional information from mapped objects.
                                The selection screen is also made available in the processing screen.This allows the user to alter the selections and reexecute.
                                The following is a brief description on the different budget statuses:
                                Release budget: Valuetype R1 does identify released budget.
                                Unreleased budget: GM Budget valuetypes besides R1 specify theUnreleased Budget
                                Hold Documents: Budget documents stored in the GMHBDGTHEADER tables
                                Parked Documents: Budget documents stored in the GMBDGTHEADER tableswith docstate other than 1 or 3.
                                Posted Documents: Budget documents stored in the GMBDGTHEADER tableswith docstate 1 or 3.
                                This report offers hierarchical display using the ALV tree library. TheALV display is one dimensional referencing external funds in onesubscreen and internal funds in the second. Both of them can becollapsed to bring create bigger viewing area in the other. Each nodecan be expanded or collapsed. A general find over each available text isstandard functionality. The ALV layout can be modified an saved on auser/general bases. Note that the first layout appearance is standard.
                                From a reporting perspective, printouts are offered in a tree for eachwindow or a general printout in an ALV grid layout.

                                Output
                                The ALV tree displays the external funds in the reporting structureGMRBOL and the internal funds in the report structure GMRBOL2. Bothreporting structures contain extractions of the GMBDGTHEADER/GMBDGTLINEwhere the budget documents are stored and the budgeting ledger GMIP.
                                Messages that occurred during processing are collected in a messagequeue; you can display them by choosing Goto -> Message log.