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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Validate Project Budge...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Validate Project Budget Category

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Posted on by Abdo Khoury 14,855

Dear 

i am working on Projects , I added type EXPENSE to the forecast and pushed it to budget, i want to validate that the user is only using the categories assigned in the project budget 

is there a way for me to do that  ?

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  • Suggested answer
    Charlotte X Profile Picture
    Charlotte X Microsoft Employee on at

    Hi Angelo,

    If you would like to control your project from limited set of approved/validated categories, then should use Project category validation in Microsoft Dynamics 365 FO.

    Per project you can enable it as shown below:

    image

    After this define the applicable categories and see the restrictions being applied.

    image

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