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Project level budget control ignoring cost centres.

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Posted on by AG-31031044-0

I need to set up project budget control in F&O such that submitted PRs will be rejected if their value takes the project over budget, ignoring the cost centres. Currently I've only been able to get budgets working at a cost centre level of granularity rather than for the whole project as the stakeholders require.

Any help on this would be much appreciated as I'm completely stumped. I've tried using both project management and accounting, and the budget control workspace with custom budget control rules but I've had no success.

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11manish 796 on at

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As per my knowledge, Standard Budget Control in F&O is ledger-dimension based (e.g., cost center), not project-based
So you cannot enforce strict project-level budget control (ignoring cost center) out of the box

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Martin Dráb 239,660 Most Valuable Professional on at

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Moved from Integration, Dataverse, and general topics forum to Finance | Project Operations, Human Resources, AX, GP, SL forum.

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Giorgio Bonacorsi 3,324 on at

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Hello,

There are two alternatives types of budgets for the project:

Project Budget: This is set on the project master data. It is for statistical monitoring only. It does not block entries if the maximum threshold is exceeded. If you want to block the PRs, based on this budget, this is a custom (here the guide to configure the project budget: https://community.dynamics.com/forums/thread/details/?threadid=f2a3dc02-ef2c-f111-88b3-7ced8dcf6549)

Budget control: This is the standard budget control in D365FO. You can set a budget at the desired level of granularity (CDC/Project) and enter the budget amount. This function checks your PRs and blocks them if the amount is exceeded (here is a guide to configure it: https://www.linkedin.com/pulse/budgeting-microsoft-dynamics-365-fo-talal-ahmed-raza/). Pay attention on these configuration:

Thank you,

Giorgio

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BillurSamdancioglu 21,121 Most Valuable Professional on at

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HI, If you setup projects as a dimension.

And select the project dimension instead of cost centre on control parameters, it is possible.

But be careful on how you setup the account structure of the project accounts.

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AG-31031044-0 12 on at

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Thanks @Giorgio Bonacorsi for your reply. We need the budget controls to block so the first solution does not work. The second solution I think is not suitable either unfortunately. At the stage of creating the budget register entries I am forced to enter all financial dimensions as required by the account structure as opposed to just supplying the project code. @BillurSamdancioglu I am assuming htis is what you were referring to when you said be careful how I set up the account structure.

Unfortunately I cannot change the account structure so I need a way to overcome this. I'm guessing though this would require having a developer modify the X++.

Another possible avenue is using Dynamics 365 Project Operations. Could this offer that functionality?

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