skill-budget-beauftragungsplanung

Two-stage budget planning for external allocations is automated using a Python script that reads an Excel config and writes Stage-1 and Stage-2 results to an SQLite database. It balances firm targets and EA allocations across quarters, replacing manual workload with a structured workflow.

Two-stage Fremdvergaben planning first sets soft annual targets in Stage 1, then distributes allocations across Firma, Gewerk, and Quarter with hard constraints in Stage 2. This ensures external allocations align precisely with enterprise targets and references.

To configure Fremdvergaben planning parameters, populate the Excel file at userdata/budget/planning/beauftragungsplanung_config.xlsx. The script reads this config file alongside existing orders and references from btl_* tables to execute the allocation workflow.

Budget planning with SQLite requires an existing database at userdata/budget.db and the budget_db.py module for seamless integration. The script writes Stage-1 and Stage-2 results directly into this database, consuming existing orders from btl_* tables.

You can generate a planning report for target-IST follow-up analysis by executing the planning script. It produces a Markdown report in userdata/sessions and triggers target-IST follow-up analysis against btl_opt to track planning deviations.

Limitations include dependency on a local Python environment and a strict file structure requiring userdata/budget.db and an Excel config. It is tailored for specific EA allocations and btl_* table references, limiting use outside this enterprise data model.