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, ...
Suggested Answer

Budget control on project level

(0) ShareShare
ReportReport
Posted on by 531

Background:

1. Customer do not use project module.

2. There is a project hierarchy, e.g. Project includes 3 subprojects ---- program 1, program 2, program 3.

3. There is  1 dimension for subproject level "Program" with 3 dimension values (P1 - Program 1, P2 - Program 2, P3 - Program 3)

4. There are 2 scenarios.

Scenario 1:

There is an annual budget for project.

Then, all expenses are posted in subproject level.

The customer expects D365FO to control the expense on project level for those 3 programs.

How do we configure D365FO for the budget control on project level?

Scenario 2:

There is an annual budget for program.

Then, all expenses are posted in subproject level.

The customer expects D365FO to control the expense on the individual subproject level.

How do we configure D365FO for the budget control on the program level?

I have the same question (0)
  • Suggested answer
    Michal Krejza Profile Picture
    on at

    Hello STP,

    I would recommend following links where Project Budget topic is explained and discussed:

    docs.microsoft.com/.../project-forecasts-budgets

    docs.microsoft.com/.../create-forecast-models-project-budgets

    community.dynamics.com/.../project-forecast-versus-budgets

  • Brightpoint Infotech Profile Picture
    40 on at

    Hello STP,

    If the Customer is not using Project module, where do they create Project Hierarchy and where do they want to control on project level.

    Alternatively, If customer is using dimensions then we can assign budget based on Main account and dimension combination to restrict over budget transactions. You can then create Management Reporter Financial Statements based on these dimensions.

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 544 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 450 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 250 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans