Budget upload process in SAP PS

1. To upload the budget.
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. The screen becomes like the one below.

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

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. 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 next screen comes and then go to edit and the select and select all

25. Then the screen looks like

26. Click on Edit → Copy View

27. Click on Edit → Copy View → Current Budget →

28. Click on Edit → Copy View → Current Budget → Overwrite → 100% → Click on Continue (Enter)

29. Release → Save

30. Process to Return Budget in SAP
Go to CJ 32 and De-release the project definition
Then, CJ 35 to return the budget
Then, again CJ 32 to Release the budget in SAP
CJ32 - Process to De-release Budget in SAP
Put CJ32 transaction code and Press Enter

31. Put the controlling Area: 1000
Click on the Continue Button (Tick Mark)

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

33. Click on Edit → Select→ Select All

34. Edit→ Delete → Save

35. Budget Return: CJ 35 Budget Return
Put transaction code CJ 35 and Enter

36. Process:
Sender Year: 2015
Text Name: -
Text: Return ENTER

37. Fill in sender WBS element.
Return → Post
NOTE: Rereleasing is required before posting the Return
DE release (sender) → Post Return → Release (both sender and receiver)

38. CJ32 - Again Release the Project Definition
Edit → Select→ Select All
Edit → Copy View → Current Budget → Overwrite → 100%
Release → Save
CJ32 - Process to Release the Budget in SAP
Put CJ32 transaction code and Press Enter

39. Edit → Select→ Select All
Edit → Copy View → Current Budget

40. Overwrite → 100%

41. Release → Save

42. Process to Transfer Budget in SAP
Go to CJ 32 and De-release the project definition
Then, CJ 34 to return the budget
Then, again CJ 32 to Release the budget in SAP
CJ32 - Process to De Release the Budget in SAP
Put CJ32 transaction code and Press Enter

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

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

46. Click on Edit → Select→ Select All

48. Click on Edit→ Delete → Save

49. Transfer Budget: CJ 34 Budget Transfer
Put transaction code: CJ34 for Budget Transfer

50. Process:
Sender Year: 2015
Receiver Year: 2015
Text Name: Leave it blank
Text: Transfer ENTER

51. Fill in Sender WBS element, Receiver WBS element, Amount and the Currency as mentioned below

52. Transfer Posting → Post.
Derelease (Sender) → Transfer budget → Release (Both Sender and Receiver)
CJ32 - Process to Release the Budget in SAP

53. Put CJ32 transaction code and Press Enter
Edit → Select→ Select All

54. Edit → Copy View → Current Budget

55. Overwrite → 100%

56. Release → Save