Understanding "Allow Budget/Billable" and "Apply Usage Link" in Business Central

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Umang Kapoor

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Understanding "Allow Budget/Billable" and "Apply Usage Link" in Business Central Project Setup

Introduction
When managing projects in Dynamics 365 Business Central, accurate control of budgeting, billable entries, and usage tracking are critical. Business Central provides several powerful setup options in the Jobs Setup and Job Card, including Allow Budget/Billable and Apply Usage Link. In this blog, we’ll explore what these fields mean, how they work, and why they matter.

1. Allow Budget/Billable and Apply Usage Link
a) Where it’s found:
i) In Project Setup: Navigate to the General tab of the project setup

ii) In Project Card: Navigate to the Posting tab in Project Card

Function of Allow Budget/Billable:
This Boolean controls whether project lines can default to both Budget and Billable.
When this option is enabled, it specifies that project lines can be created with both the Budget and Billable types by default. This means that whenever you create a new project, the system will automatically allow the combination of these two types without requiring you to manually change the setting.

Function of Apply Usage Link:
This setting lets you decide whether usage entries (such as those from project journals or purchase lines) should be linked to project planning lines. By enabling it, you gain the ability to track quantities and costs of the remaining work required to complete a project, while also creating a clear connection between demand planning, usage, and sales.

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Understanding "Allow Budget/Billable" and "Apply Usage Link" in Business Central

"Function of Allow Budget/Billable:
This Boolean controls whether project lines can default to both Budget and Billable.
When this option is enabled, it specifies that project lines can be created with both the Budget and Billable types by default. This means that whenever you create a new project, the system will automatically allow the combination of these two types without requiring you to manually change the setting."

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Understanding "Allow Budget/Billable" and "Apply Usage Link" in Business Central

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