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Review a submitted project budget or budget revision [AX 2012]

Updated: May 14, 2011

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

After an original project budget is submitted for approval, the worker who is assigned the step of approving the budget receives a notification that the budget is ready for review. The reviewer can approve or reject the budget, or delegate the approval permission to another worker. The same process occurs when a project budget revision is submitted for approval. Each budget revision submittal must be reviewed individually and has its own workflow cycle.

In Project management and accounting, you must be assigned as an approver to approve budgets, budget revisions, or timesheets.

NoteNote

Only the entire original project budget or budget revision is submitted and then reviewed, rejected, or approved. These tasks cannot be performed on the original project budget subsections.

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

  2. Select or open a project.

  3. On the Action Pane, on the Plan tab, in the Budget group, click Project budget. Click the Actions button, and then select one of the following options:

    • Approve – Locks the original budget. After an original budget is approved, it can only be changed by creating new revisions.

    • Reject – Returns the budget proposal to the originator with optional comments.

    • Delegate – Assigns the approval step to another worker.

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

  2. Select or open a project.

  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, in the Revise group, click Revisions.

  5. In the Project budget revisions form, in the Status field, click Submitted.

  6. Select the budget revision submittal that you want to review, and then click Edit.

  7. In the Project budget revision form, click the Actions button, and then select one of the following options:

    • Approve – Locks the proposed project budget revision as part of the original budget. After a budget revision is approved, it can only be changed by creating a revision.

    • Reject – Returns the budget revision proposal to the originator with optional comments.

    • Delegate – Assigns the approval step to another worker.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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