Budget Planning System

User Training Document

 Budget Planning Screen Overview

© 2013 Accenture. All rights reserved. 2

 Procedural Steps(1/2)
 Execute Transaction Code to Navigate to Budget Planning System.

T-Code ZFMBUDGET

© 2013 Accenture. All rights reserved. 3

 Procedural Steps(2/2)
 We will be able to see the Budget Planning Screen

© 2013 Accenture. All rights reserved. 4

 Opex - Overhead Expenses Planning

© 2013 Accenture. All rights reserved. 5

Opex - Overhead Expenses Planning(1/17)
 Click on the First button in the Budget Planning Screen as shown below.

© 2013 Accenture. All rights reserved. 6

Opex - Overhead Expenses Planning(2/17)
 Click on Operations & Maintenance button as shown below.

© 2013 Accenture. All rights reserved. 7

Opex - Overhead Expenses Planning(3/17)
 Click on Plan for Overhead button as shown below.

© 2013 Accenture. All rights reserved. 8

 Opex - Overhead Expenses Planning(4/17)
 Overhead Expense Planning Initial Screen will appear as below.

© 2013 Accenture. All rights reserved. 9

Opex – Overhead Expenses Planning – Create Mode(5/17)
 Create Mode: Enter planned quantity for each material per month.
• Overhead consumption planning is based on maintenance activity to be performed for LT equipment, HT equipment, Street lights
on respective Fund Centers for LT, HT, STL.
• Expenses incurred on Functional location without equipment are to be planned on HT Fund Center.

© 2013 Accenture. All rights reserved. 10

Opex – Overhead Expenses Planning – Create Mode(6/17)

Only Fund centers for which a

user is authorized would be
displayed. For eg. Nehru Place
user would have access only for
Nehru Place Fund Centers

© 2013 Accenture. All rights reserved. 11

Opex – Overhead Expenses Planning – Create Mode(7/17)
 On entering the Fund Center, we will be able to see the Commitment Item and we can plan the Monthly Expenses taking
Budget for the Current Year as reference.

© 2013 Accenture. All rights reserved. 12

Opex – Overhead Expenses Planning – Create Mode(8/17)
Point to be remembered while Planning Overhead Expenses:
 For each Fund Center only one planning document can be created per Budget Year.
 Only User with Initiator Authorization can create a Planning Document.
 After creating the document User can change the document if he has right to make changes and the document is pending with that
particular User.

© 2013 Accenture. All rights reserved. 13

Opex – Overhead Expenses Planning – Change Mode(9/17)
 Change Mode: In the Change Mode User can change the planned data depending on the right and can Approve/Reject the
Document

© 2013 Accenture. All rights reserved. 14

Opex – Overhead Expenses Planning – Change Mode(10/17)
 To Change the Planned Document we need to enter the Fund Center.

© 2013 Accenture. All rights reserved. 15

Opex – Overhead Expenses Planning – Change Mode(11/17)
 With Sent for Approval/Approve option, user can respectively Send for Approval/Approve the Document.

© 2013 Accenture. All rights reserved. 16

Opex - Overhead Expenses Planning – Change Mode(12/17)
With Save option, user can save the changes made in the document.

© 2013 Accenture. All rights reserved. 17

Opex - Overhead Expenses Planning – Change Mode(13/17)
With Reject option, user can reject the document and send it back to the Initiator for the required changes.

© 2013 Accenture. All rights reserved. 18

Opex - Overhead Expenses Planning – Change Mode(14/17)
With Remark option, user can add his remark. It is mandatory to update the remarks if user is rejecting the document. User can
also see the remarks of other approvers.

© 2013 Accenture. All rights reserved. 19

Opex - Overhead Expenses Planning – Change Mode(15/17)
Change Log – With this option, user can track the changes made to the document.

© 2013 Accenture. All rights reserved. 20

Opex - Overhead Expenses Planning – Display Mode(16/17)
Display Mode: In this mode User can see the Planned Document for the Fund Center. User can also see the status of the
document in the Status Field

© 2013 Accenture. All rights reserved. 21

Opex - Overhead Expenses Planning – Display Mode(17/17)

© 2013 Accenture. All rights reserved. 22

 Thank you

© 2013 Accenture. All rights reserved. 23