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Allocate a project budget or budget revision across periods

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

After you enter a project budget or project budget revision, and before you submit it for approval, you can allocate the amounts across periods. If the budget or budget revision is rejected, you can also allocate the amounts before you resubmit it.

After a budget or budget revision has been allocated, you can review the allocation amounts and make adjustments to them before you submit the budget or budget revision to the approval workflow.

  1. Click Project management and accounting > Common > Projects > All projects.

  2. Select or open the project for which you want to allocate the budget or budget revision.

  3. On the Action Pane, on the Plan tab, in the Budget group, click Project budget.

  4. In the Project budget form, on the Action Pane, on the Budget tab, click Allocate budget.

    Note

    The Allocate budget button is available only if there are unapproved budget amounts.

  5. In the Allocate budget form, in the Allocate from and Allocate to fields, enter the first and last dates that you want to include in the budget allocation. These are usually either the first and last dates of the whole project, or the first and last dates of the current year.

  6. In the By time period field, select whether you want to allocate the project budget by year, quarter, or company fiscal periods within the year.

    Note

    After a transaction type has been allocated and the amounts approved, the allocation time period cannot be changed in future budget revisions.

  7. Select the transaction types to allocate, and then click Allocate.

  8. In the Project budget allocation form or the Project budget revision allocation form, review or update the amounts that are allocated.

    Tip

    Use the filters and checkboxes at the top of the form to view budget amounts according to their transaction types, categories, projects, or activities.

  9. When you are satisfied with the allocations, close the form.

    Tip

    You can review and revise the allocation again at any time before you submit the budget or budget revision. To do this, select a line on the Costs FastTab or Revenues FastTab, and then click Modify uncommitted allocation.

  10. When the allocation is the way that you want it, click Submit in the Project budget form to send the budget or budget revisions to the approval workflow.

See also

About setting up a project budget

Project budget (form)

Create and submit an original project budget

Revise and submit a project budget

Project budget allocation (form)

Project budget revision allocation (form)