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Review the workflow status and history for a project budget [AX 2012]

Updated: February 22, 2011

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

After an original project budget or budget revision is submitted for approval, you can use the Workflow history form to view details about the status and history of the budget workflow. Additionally, you can reassign a workflow task to another worker or cancel the workflow for a project budget.

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

  2. Select or open a project. On the Action Pane, on the Plan tab, in the Budget group, click Project budget.

  3. In the Project budget form, click Actions, and then click View history.

    NoteNote

    After a budget revision for a project is sent to a workflow for approval, you can also open the Workflow history form from the Project budget revision form.

  4. In the upper pane, select one of the following options:

    • Resume – Resume a workflow that stopped because of an error.

    • Recall – Permanently stop a workflow. When you recall a workflow, the system no longer recognizes that the budget or budget revision was ever submitted to the workflow.

    • Refresh – Refresh the list of active workflows.

  5. In the lower pane, select one of the following options:

    • Work items – View the instructions for the work items for a workflow stage. To assign a work item to another worker, click Reassign.

    • Tracking details – View detailed information about each stage of the workflow for a project budget.

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