Budget parameter in project module.

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Posted on by Mav

Hi Folks,

Recently i have checked the use budget control option present under cost control of proj parameter.

It appears that this change is date driven, but i want to use this for old projects in my system. How can i ensure that my old projects use budget control.

Thanks

Mav.

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Ludwig Reinhard Microsoft Employee on at

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RE: Budget parameter in project module.

Hi Mav,

If you bring over the current project balances via the opening balances project journal then you need to know the remaining budget and also have to migrate that one. Otherwise, you will permanently get warnings or error messages if you want to record new transactions if you don't have a remaining budget amount recorded.

Tip:

Do some initial testing with a couple of lines in a demo/test project to see what happens if you don't specify projects but enable budget control.

Best regards,

Ludwig
Mav on at

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RE: Budget parameter in project module.

Hi Ludwig,

For some projects remaining budget is known while it may not be known for some other projects.

I am currently not aware of details & hence looking for a suggestions to build a plan which would ensure that new budget control parameter is factored by all old projects.

Thanks

Mav
Ludwig Reinhard Microsoft Employee on at

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RE: Budget parameter in project module.

Hi Mav,

Do you know how much budget is remaining for your old projects?

How do you plan to move your old projects to the new system? Do you plan to post the transactions in journals or use the opening balance journal that does not create GL transactions?

Best regards,

Ludwig