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

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Posted on by Mustafa Quraitem 94
Hi, 
 
In project budget, I have some of questions;
 
1- If I update the details for the category          -           Will the control be on item level NOT category level OR it will continue with category level?
 
2- How to configure "activity" tab & which impact it will have?
 
3- If the item requirement exceeds the budget, the DISALLOW action should be on approval stage or Posting stage? 
 
Rgds
Mostafa 
Categories:
Dynamics 365 Finance
Dynamics 365 Project Operations
I have the same question (0)
  • Assisted by AI
    Deepak Agarwal Profile Picture
    Deepak Agarwal 8,811 on at
    Here are some insights, 
     
    1- If I update the details for the category          -           Will the control be on item level NOT category level OR it will continue with category level?
     
    > Budget control remains at the level you configured (Category or Activity), not automatically at item level.
     
    2- How to configure "activity" tab & which impact it will have?
    > You enable activity-based budgeting through: Project budget form > Go to: Project → Manage → Project budget

    In budget lines: Populate:
    Category
    Activity number (optional)
     
    3- If the item requirement exceeds the budget, the DISALLOW action should be on approval stage or Posting stage? 
    > DISALLOW should be enforced at the POSTING stage (mandatory)
    Optional validation can be added at APPROVAL stage (recommended)

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