Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics SL forum
Unanswered

How can you duplicate a project's entire original budget schedule into the EAC budget schedule?

Posted on by 105

I have entered the original budget schedule for a project using multiple workstreams and account categories and want to duplicate those entried in teh EAC schedule and maintain changes there. How can I do this in the fewest steps possible?

  • Mike Moses Profile Picture
    Mike Moses 105 on at
    Re: How can you duplicate a project's entire original budget schedule into the EAC budget schedule?

    Thanks, Carolyn. I do not appear to have access to the Transaction Import function. However, I appreciate the answer.

  • Re: How can you duplicate a project's entire original budget schedule into the EAC budget schedule?

    Hi Mike,

    Unfortunately, it is a very manual process.  There is no copy functionality from the Original Budget Schedule to the EAC Schedule.   You could try and use Transaction Import to import the EAC schedule.  Let me know if you have additional questions.

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,696 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,490 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans