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

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Budget parameter in project module.

(0) ShareShare
ReportReport
Posted on by

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.

Projsetting.png

Thanks

Mav.

I have the same question (0)
  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    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

  • Mav Profile Picture
    on at

    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

  • Verified answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    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

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 584 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 499 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 254 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans