web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / Project Budgeting Modu...
Microsoft Dynamics SL (Archived)

Project Budgeting Module vs Budget Module

(0) ShareShare
ReportReport
Posted on by Community Member

Hello Everyone,

I am trying to do budgeting using the project budgeting. When I enter the project budget into the module I make sure that I have the dedicated sub account associated within the project card. Does that project budget roll over to the financial side? I cannot seem to be able to get this budget to roll over even when I pull that sub account?

Some background, each project is a department OR an development project. We want to be able to segment by project and use the sub accounts to be able further segment the budget at a higher level.

Thanks.

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Aloha,  

    The Project Budgeting module and the GL Budgeting Screens are two totally separate processes and are not integrated.  It sounds like we have the same department/project setup as you do and we budget the project side AND budget the GL Account/Sub as well for the departments.  

    Hope that helps.

    -Scott

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics SL (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans