Overview

In this process, planning figures for CAPEX are calculated and recorded in the system.

You can fill the budget with separate documents by business units, companies, and other dimensions.

The budget structure depends on the budget profile. It is the same for everyone who fills the budget.

With document statuses, you can manage document creation, submission, and approval.

As a result of the process, planning figures for CAPEX are captured and submitted.

Create CAPEX budgets flowchart

Create CAPEX budgets

(v.0)

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Paths

PathBudgeting and planning → Budget process →  My budget tasks
In-app link EN code

e1cib/list/Task.BudgetTask

In-app link RU code

e1cib/list/Задача.БюджетнаяЗадача

How to find and review budget tasks

1. Go to Budgeting and planning and click My budget tasks under Budget process.

2. Find the Budget task related to the budgeting process step and open it.

3. In the Budget task document, click the Additional information tab.

4. Review the time requirements in the Due date field.

5. Review the task details in the Instructions field and make sure you understand them.

6. Review the start date and time in the Start field.

7. Review the Main task and Process stage - base document fields.

8. Click the hyperlink in the middle of the form and review the input settings.

9. Click the Task action tab.

10. Click Enter plan to drill down to the entry form to fill in or the reference document.

Note

Hyperlinks in steps 8 and 10 appear if Plan entry is selected in the Action field.

Paths

PathBudgeting and planning → Budgets → Budget entry forms
In-app link EN code


e1cib/list/Document.BudgetEntryForm

In-app link RU code

e1cib/list/Документ.ЭкземплярБюджета

How to create CAPEX budgets by business units

1. Go to Budgeting and planning and then click Budget entry forms under Budgets.

2. Click Create.

3. In the Budget entry form document, click the Main tab.

4. Fill the Budgeting model.

5. Select the Budget profile relevant to the specific budget.

6. Select the applicable Scenario.

7 Select the Company and the Business unit (= cost center for expenses), if required.

8. Specify the Period for budgeting.

9. Click the Budget tab.

Fill budget from plans

1. Click Fill.

2. The system will automatically fill it with plan data. 

Fill budget manually

1. Review the list of Budget items defined for the budget.

2. Click  and select the dimension item (if applicable).

3. Fill the budget figures by dimension items.

4. Leave your notes in the Comment field.

5. Set the Submitted status and click Post and close.

How to complete budget tasks

1. Go to Budgeting and planning and click My budget tasks under Budget process.

2. Find the Budget task related to the process step and open it.

3. Enter the date of completion in the Completed field.

4. Click Complete and close.


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