Investment Program

Investment Program: -
T-code: - IM01
Path: - SAP Menu Accounting Investment Management Programs Master Data Investment
Program Definition IM01 – Create
Investment Program Top Position: -
T-code: - IM11
Path: - SAP Menu Accounting Investment Management Programs Master Data Investment
Program Position  IM11 - Create Top Position
Investment Program Structure: -
T-code: - IM22
Path: - SAP Menu Accounting Investment Management Programs Master Data Investment
Program Structure  IM22 – Change

Enter the Investment

Program, Top Position Id,
Year to maintain further
structure/positions

Below Screenshot shows the complete structure. It is necessary to create a top level position.
Program Budget: -
T-code: - IM32
Path: - SAP Menu Accounting Investment Management Programs  Budgeting  IM32 - Edit Original
Appropriation Request: -
T-code: - IMA11
Path: - SAP Menu Accounting Investment Management Appropriation Requests  Edit Appropriation
Requests  IMA11 - Individual Processing
Click on create

Enter the Id and this will used as project

name

Switch to Control Data tab and maintain the investment program data as shown in below screenshot
Switch to Organizational Units tab and maintain organizational data.

Switch to the Variants tab

Enter the Description and further switch to the Plan Values tab
Enter the Planned costs and SAVE.
Switch to Control Data Tab

First click on For Approval

to send the request for
approval

After clicking on For

Approval Approve button
will be available the click on
it to approve by approver
Project Creation: -
T-code: - IMA11
Path: - SAP Menu Accounting Investment Management Appropriation Requests  Edit Appropriation
Requests  IMA11 - Individual Processing
Creation of top level WBS
Roll Up: -
T-code: - IM34
Transfer planned values to position
Path: - SAP Menu Accounting Investment Management Appropriation Requests  Periodic Processing
 IM34 - Default Plan Value
Transfer Program Budget to Project Budget: -
T-code: - IM52
Path: - SAP Menu Accounting Investment ManagementPrograms Budgeting Budget Distribution
 IM52 – Edit

Enter the amount to be distributed to the projects budget. SAVE

Project Budget: -
T-code: - CJ30
Below is the screenshot showing the budget that was transferred from program budget to project budget.

The Program Budget shows that the budget has been distributed.