Control budget

The control budget is a derived budget based on the project budget and surcharges. You can create the control budget using the Generate Control Data (tpptc1230m000) session. You can use the control budget as a frozen budget for:

  • Generating planning orders in the Requirements Planning
  • Recording progress using Project Progress
  • Recording actual costs in the Project Accounting

The type of control budget that is generated, is initially determined by the Control by field in the Projects (tppdm6100m000) session.

  • If the leading project budget is based on elements, the control budget can be either an element budget or an activity budget.
  • If the leading project budget is based on activities, the control budget must be an activity budget.

Element budget: If the project budget is based on elements, the generated control budget includes only elements for which the Cost Control check box is selected in the Elements (tpptc1100m000) session. If this check box is cleared, the budget lines of the element are aggregated to the next higher level element for which the check box is selected. If the project budget is based on elements with an activity budget control type, the control budget is a combination of two budgets, the leading element control budget and the activity control budget. If you run the Generate Control Data (tpptc1230m000) session, the two budgets are created and the element budget is copied to the activity budget. In this activity budget, you can only modify the scheduling data. You can also copy the element budget to the related activities using the Copy Element Budget to Activity Budget (tpptc1240m000) session.

Duplicate budget lines are compressed by element or cost component and extension in the control budget. Surcharges, if any, are calculated and the amounts are saved in the control budget.

Activity budget: If the project budget is based on activities, the generated control budget includes all activities that are:

  • Part of the active plan.
  • And have the Cost Control check box selected in the Activities (tppss2100m000) session.

Budget lines related to activities for which the Cost Control check box is cleared are aggregated to the next higher level parent activity for which the Cost Control check box is selected. Duplicate budget lines are compressed by activity/cost component and extension in the control budget. Surcharges, if any, are calculated and the amounts are saved in the control budget.

You can use these sessions to view the generated budget lines for the various cost types from the control budget:

  • Control Data (Material Lines) (tpptc1535m000)
  • Control Data (Labor Lines) (tpptc1536m000)
  • Control Data (Equipment Lines) (tpptc1537m000)
  • Control Data (Subcontracting Lines) (tpptc1538m000)
  • Control Data (Sundry Cost Lines) (tpptc1539m000)