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Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Budget control on project level

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Posted on by 1,080

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?

  • Suggested answer
    Michal Krejza Profile Picture
    Microsoft Employee on at
  • 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.

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