Top-down Budget Distribution

The main steps to create budgets from the top down are:

1. Enter a high-level estimate for the project on the Budget Plan page.

   Use this page to enter budget scenarios for the project. Budget plans provides a high level definition of the total budget for each project budget under consideration.

2. (Optional) Distribute the estimate down to summary activities on the Budget Detail page.

3. Distribute the estimate down the WBS to costing activities on the Budget Detail page.

   Use this page to define a specified project budget at a greater level of detail by using budget items.

4. Adjust budget amounts for budget items on the Project Budget Items - Adjust Budget Items page.

   Use this page to spread the budget amounts to budget items on costing activities.

5. Distribute the estimate across periods on the Project Budget Periods - Adjust Budget Periods page.

   Return to this page to distribute the budget item budget adjustment across budget periods.

6. Choose one cost and one revenue budget plan and finalize the plans.

   Finalizing a budget plan sends the budget data to the Project Transaction Interface staging table (INTFC_PROJ_RES) and initiates a process to determine if the budget transactions go directly to the Project Transaction table (PROJ_RESOURCE). If Commitment Control is active for Project Costing and the GL business unit and ledger group combination, the rows must first go through Commitment Control.

   You can finalize only active plans.

You distribute project-level cost estimates across the WBS for detail activities, budget items, and time periods by using one of the distribution options listed in this table:

Distribution Option	Description
Percentage spread	Enter adjustments at the project or summary activity level and spread the adjustment based on the percentages entered for each child costing activity under that project or summary activity. Percentages entered must equal 100 percent.
Even spread	Enter adjustments at the project or summary activity level and spread the adjustment evenly to each child costing activity under that project or summary activity.
Adjust by amount	Enter adjustments at the project or summary activity level and spread the adjustment manually to each child costing activity under that project or summary activity by amount, or adjust particular activities directly.
Adjust by percentage	Directly adjust specific activities by percentages based on previously distributed amounts.

You can enter negative percentages and amounts for activities, budget items, and periods.