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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / Project Budgeting by P...
Microsoft Dynamics SL (Archived)

Project Budgeting by Period

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Posted on by Brian Leale 300

We are looking for an efficient way to adjust a task budget that uses the Budget Schedule by period.   We may set up a budget for a task that has a budget schedule wich could run out for 12 periods.  On a monthly basis projects are reviewed with the project Manager.  During the review we may find that the task has been postponed for two periods, which means we need to adjust the budget for those 12 periods.  Using Budget Revision to relace the budget, can be a daunting job.  plus when you create a revision, you do not have visibility of what was originally set up while your in the revision screen, which makes the data entry difficult.

Now, imagine 12 projects with 15 tasks each and having to update each of these budgets monthly. 

Any feedback is appreciated.

*This post is locked for comments

  • Skhosro Profile Picture
    Skhosro 207 on at
    RE: Project Budgeting by Period

    Are there any updates on this. We are trying to import transactions for the monthly hours and dollars in the Project Task screens PA.BS.M00 and PA.BS.M01.  Its failing. Does anyone have any sample CTL and Import files we can look at?

  • Community Member Profile Picture
    Community Member on at
    RE: Project Budgeting by Period

    I am having the same problem in Dynamics SL 2015.  Is this KB article still available?  I cannot find it.

  • Carolyn Kolpien Profile Picture
    Carolyn Kolpien on at
    RE: Project Budgeting by Period

    Hi James,

    I suggested how you might get it to work but I have not been able to import into that screen.  We have a KB document that states it just doesn't work and to use the import functionality built into the screen.  I'm sorry I can't get it to work for you.

  • SU-22040800-0 Profile Picture
    SU-22040800-0 2,434 on at
    RE: Project Budgeting by Period

    Hi Carolyn

    I'm able to import into BU.BRM.00 perfectly fine. However, its the BU.RVP.00 that i cannot import into.

    you mention in you above post from march 2012, "If I was determined to try to get this to work, I would create a control macro for BU.BRM.00, create a control macro for BU.RVP.00, combine the two with an editor like notepad, add some button press code for cmdBudget, then see if I could possibly 'change' an existing budget revision to press the button and import the values into BU.RVP.00."

    I was just hoping that you cam right with this??

    James

  • Carolyn Kolpien Profile Picture
    Carolyn Kolpien on at
    RE: Project Budgeting by Period

    Hi James,

    The KB 929315 is for PA.BSM.  I have done some research and you cannot import into Budget Revision Maintenance or the subscreen.  You will need to use the Import from a File feature that is on the screen toolbar.  I'm sorry I don't have a way to make it work.

  • SU-22040800-0 Profile Picture
    SU-22040800-0 2,434 on at
    RE: Project Budgeting by Period

    hi Carolyn

    Just to confirm, I'm trying to import into the screen number BU.RVP.00.

    Are the import files in KB article 929315 for a different screen number?

    thanks

    James

  • Carolyn Kolpien Profile Picture
    Carolyn Kolpien on at
    RE: Project Budgeting by Period

    Hi James,

    I have a data file for PA.BSM.00 screen but haven't tested this in a while.  Is this the screen you want to IT into?

  • SU-22040800-0 Profile Picture
    SU-22040800-0 2,434 on at
    RE: Project Budgeting by Period

    thanks for this Carolyn - i did find the article and downloaded the file. However i have tried it a number of times without success. I usually dont have any issues with import files, so this is strange for me..

    Is there a process or step before the import that i need to have in place beforehand? i.e. do i need to import the main project budget before i import the budget schedule?

    If so, I notice that the import does not cater for 'REVISION' code - so how exactly does the budget schedule import program know which revision to use.?

    If you possibly have a sample CSV i can use, I would REALLY appreciate it!

    thanks a mil

    James

  • Carolyn Kolpien Profile Picture
    Carolyn Kolpien on at
    RE: Project Budgeting by Period

    Hi James,

    Did you look at KB article 929315?  There is a sample control macro you can download.

  • SU-22040800-0 Profile Picture
    SU-22040800-0 2,434 on at
    RE: Project Budgeting by Period

    Hi Carolyn - any word on this?

    I'm still stuck on my end :(

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