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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Budget register entrie...
Finance | Project Operations, Human Resources, ...
Answered

Budget register entries vs Project budget in D365 F&O

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Posted on by Durga Rao P 103
Dear Poineers,
 
Greetings !!
 
 
My client has requirement that he creates, use, allocate & transfer budget amount for cost occurred in the Projects he has currently.
 
1. I am new to Project Accounting module in D365 F&O but I have seen Project budget feature available Project screen in Project module & I am not familiar on this.
2. Also - I have worked on Budget module where we load balances based on Ledger accounts on Budget register entry screen & those will be used at transactions level.
3. Please tell me what is the difference between Project Budget & Budget register entry screen? why separately Project budget option presented in Project module?
4. Which module I should use to cater a solution to Create, Use, Allocate & Transfer budget amount for expenses which are occurred in the Project?
 
 
Kindly let me know your valuable inputs on this.
 
 
 
Thanks & regards,
Durgarao.
 
    
 
Categories:
Dynamics 365 Finance
Dynamics 365 Project Operations
I have the same question (0)
  • Suggested answer
    Abhilash Warrier Profile Picture
    Abhilash Warrier 5,426 Super User 2025 Season 2 on at
    Please tell me what is the difference between Project Budget & Budget register entry screen? why separately Project budget option presented in Project module?
    Difference Between Project Budget and Budget Register Entry Screen:
    • Project Budget: This is specifically tied to project accounting. It allows you to create, monitor, and control budgets for individual projects. It's highly relevant when budgets are managed on a project-specific basis, offering capabilities to allocate, revise, and track budgets directly within the context of a project.
    • Budget Register Entry Screen: This pertains to the general ledger and is not project-specific. It is used to load, manage, and track budgets across the organization based on ledger accounts. These budgets apply at a broader financial level and are utilized for budget control at transaction levels.
    In essence, the Project Budget feature in the Project module offers a more detailed, project-oriented approach compared to the broader organizational focus of the Budget module.
    The Project Budget in Dynamics 365 is designed for organizations that need to manage budgets for individual projects distinct from overall company finances. This separation allows for precise project tracking, resource allocation, and cost control tailored to specific project needs.
     
    Which module I should use to cater a solution to Create, Use, Allocate & Transfer budget amount for expenses which are occurred in the Project?
    • To cater to your client's requirements of creating, using, allocating, and transferring budgets specifically for project-related expenses:
    • You should utilize the Project Budget feature in the Project module. This module is best suited for managing budgets at a project level and tracking costs and allocations as they occur.
    • You may also integrate with the Budget module if there’s a need to reflect these budgets in the general ledger or across the organization.
  • Verified answer
    Arvind Bharti Profile Picture
    Arvind Bharti 732 Super User 2025 Season 2 on at
    HI,
     
    Concept here is based on subledger (Project) and ledger (Budget register entry in GL) .
     
    Step-1: Enable and Create Projects budget on Project (Project module) 
     
     
     
     
     
    Step-2: Now this budget will at project sub ledger only it will not have any impact on general ledger , so when you post any project transaction (Actual-time, expense, item) it will track against this budget on project level
     
    Step-3: If you want this to appear for finance team at ledger level (It is optional) you can transfer this same budget to Ledger and  create budget register entry
     
    hope this helps ,
     
     
     
     

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