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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Project Budget - Fixed...
Microsoft Dynamics AX (Archived)

Project Budget - Fixed Price Project - The Project Budget button is grayed out

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Posted on by Community Member Microsoft Employee

Hi,

I am working in test environment to see how fixed price projects work. I have created a project, defined a cost template and periods. I have entered some purchase orders and on account invoices and I have also been able to enter an original budget for a project category and revise the budget. I have been able to enter estimates and recognize revenue based on completion progress.

Now I want to go back and check the budget and revise it. However the "Project Budget" button is grayed out and I am not sure why it is happening. Nothing is changed. The only things I tried was:

1- I tried to see if the project contract can be changed after I have transactions. The system stopped me from changing indicating that there are transactions.

2- Once I was doing the estimates I worked on a scenario that estimate got to 100% and I wanted to see if it can be lowered to manage the changes to a fixed price contract. I was able to lower the completion percentage and the system correctly accrued the revenue. 

Will these tests impact the project button to be grayed out? Why is that project button is not active?

Thanks,

Reza

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  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Project Budget - Fixed Price Project - The Project Budget button is grayed out

    I found what was causing the issue. The remaining budget model (i.e. Forecast model) was marked as "Stopped" and we couldn't edit it on the UI. We went to the table and cleared the "Stopped" check box. I was able to confirm the PO. I think after confirming a PO it tracks the PO amount as committed and the system is calculating the remaining budget as total approved budget minus the committed cost. Because the forecast model was stopped it couldn't change it. Removing the check box resolved the issue.

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Project Budget - Fixed Price Project - The Project Budget button is grayed out

    Hi Reza,

    I see.

    Given your setup ('allow overruns') you should then be able to end your processes with warnings in case of budget overruns though.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Project Budget - Fixed Price Project - The Project Budget button is grayed out

    Hi Ludwig,

    We were testing with the budgeting module and have entered budget but budget control is not activated and not turned on.

    Regards,

    Reza

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Project Budget - Fixed Price Project - The Project Budget button is grayed out

    Hi,

    As you allow budget overruns, you should only get warning messages that should not interrupt the process.

    Do you also make use of the budgeting module controls?

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Project Budget - Fixed Price Project - The Project Budget button is grayed out

    Hi Ludwig,

    You are correct. The check box for "Use Budget Control" was cleared. The reason we cleared the check box is that when I want to enter a Purchase Order for the project I get an error message and the purchase order is not confirmed. Clearing the check box allows confirming the PO. Now How do I get around the error message for the PO? The error message is:

    "Budget has not been adjusted correctly" after I confirm the PO.

    Here are the screenshot of the set up now:

    This is the set up details for the Project:

    Cost-Control-Config.PNG

    This is the set up in the Parameters form in the Cost Control Tab:

    Cost-Control-Config.PNG

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Project Budget - Fixed Price Project - The Project Budget button is grayed out

    Hi Reza,

    If the project budget is greyed out then please check whether the 'use budget control' parameter is still active in the budget and forecast tab of your project.

    About your specific questions:

    1) You are right that AX does not allow you changing the project contract once postings have been made. If you need to change it create a new project with a new project contract and shift the costs to that new project by making use of the adjustment functionality.

    2) Estimates can be deleted and re-done as often as you like. They should not affect the project button to be greyed out.

    Best regards,

    Ludwig

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