Dear DAXperts,
My customer has a typical requirement.concern with standard AX forecast/budget functionalty.
His concern is why is Project Budget Balances reporting is limited to Project Categories that are budgeted and not all. They work with few hundreds of Categories and for that reason they see its impractical to define forecast/budget at each Category level, just for the sake Budget balances to cover all categories while reporting.
They either want me to check the possibility of removing the restriction; to display/report limited to budgeted categories and include "all" categories such that everything gets covered.
The other option they asked us to explore is the possibility of creating forecasts/budgets at Category group level, instead of Category.
I did my best in explaning the reason for current framework; Categories link to GL accounts and that way project budgeting can be extended to GL bvudgeting, along with validation groups feature. Indeed, accounting can be even setup at Category group level also.
They certainly look to me as GAP and am afarid to scope fordevelopment, as I want to be double sure on the framework boundary.
Your thoughts/views are much appreciated.
Regards,
Sree
