Project budget (form)

Article
10/09/2018

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

Click Project management and accounting > Common > Projects > All projects. Select or open a project. On the Action Pane, on the Plan tab, in the Budget group, click Project budget.

Use this form to enter and revise budget amounts for a project and any related subprojects in Microsoft Dynamics AX. If the duration of a project covers multiple fiscal periods, you can specify how to allocate the budget amounts to the fiscal periods.

Tip

The Project budget form displays information based on the project or subproject that is selected in the left pane of the form. If you select a parent project, the information includes data for any subprojects. To view information for only a specific subproject, select the subproject in the left pane of the form.

Tasks that use this form

Create and submit an original project budget

Revise and submit a project budget

Navigating the form

The following tables provide descriptions for the controls in this form.

Note

This form may contain workflow buttons. For more information about workflow buttons, see Workflow actions.

Tabs (Action Pane)

Tab	Description
Budget	Allocate budget amounts over time, review and manage budgets, and view budget balances.
General	Export a budget to Microsoft Excel or view, open, or review attachments to the form.

Tabs (lower pane)

Tab	Description
General	Make selections for the basis of the proposed budget and for the original and remaining budget forecast models.
Costs	Enter or revise projected cost transactions for an original project budget.
Revenues	Enter or revise projected revenue transactions for an original project budget.

Buttons

Button	Description
Allocate budget	Open the Allocate budget form, where you can specify the budget transaction types to allocate and the allocation periods. The budget amounts are allocated equally to the selected time periods. To review the allocation and adjust the amounts, click Allocate to open the Project budget allocation form. Note To modify these allocations later, click the Modify uncommitted allocation button before you submit the budget to workflow for approval.
View approved allocation	View all approved allocations. Note This button is available after an original budget is approved.
New revision	Make a new revision to an approved budget by adding or modifying transactions. Note This button is available after an original budget is approved.
Revisions	Modify a project budget revision that has not been approved by adding or modifying transactions. Note After a revision has been approved, it cannot be modified or removed. To modify or remove an approved budget revision, create a new revision.
Hour forecasts	Open the Hour forecast form to enter hour forecast transactions for the project.
Expense forecasts	Open the Expense forecast form to enter expense forecast transactions for the project.
Item forecasts	Open the Item forecast form to enter item forecast transactions for the project.
Fee forecasts	Open the Fee forecast for to enter fee forecast transactions for the project.
Project budget balances	Open the Project budget balances form to view the project performance against the budget.
Export to Microsoft Excel	Export information from the form into Microsoft Excel.
Attachments	View documents that are already attached to a selected record, or attach documents to the selected record.
Load values	Enter the values from a selected forecast model or project as the original budget values. Note This button is not available when Entry is selected as the budget source.
New	Add a cost or revenue transaction line to the project original budget.
Delete	In Microsoft Dynamics AX 2012 R3 or cumulative update 6 or later for AX 2012 R2, select multiple budget lines, and then click Delete. In earlier versions of Microsoft Dynamics AX 2012, select a budget line, and then click Delete.
Generate from cost budget lines	On the Revenues FastTab, click this button to automatically add a revenue amount for each project category that you enter on the Costs FastTab. The revenue amount is copied from the sales value for the selected project category. If a sales value was not specified for the category, the revenue budget amount is 0. This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 6 for AX 2012 R2.
Modify uncommitted allocation	Modify the allocation for an unsubmitted original budget.

Fields

Field	Description
Project budget ID	The project budget identifier that was generated by the system.
Description	Type a name for the project budget.
Workflow status	The workflow status of the project budget.
Original budget	Select the forecast model to represent the original project budget.
Remaining budget	Select the forecast model to represent the remaining project budget.
Budget source	Select the source of the original budget amounts for the project. Note For parent projects that are designated as header projects, only Entry is available. Forecast transactions and existing project transactions cannot be used with header projects. Entry – The original budget amounts are entered manually. Forecast – The original budget amounts are loaded from a forecast model. Project transactions – The original budget amounts are loaded from transactions that are posted to an existing project budget. The value in this field is not saved after you approve the budget.
Forecast model	Select the forecast model that is the source for the original budget amounts. Note This field is available only if Forecast is selected in the Budget source field.
Project (General FastTab)	Select the project budget whose posted transactions will be the basis for the original budget. Note This field is available only when you select Project transactions in the Budget source field.
Project	The project identifier for the project that the budget is being created for.
Activity	Select a project activity for the cost or revenue transaction.
Transaction type	Select the transaction type for the cost or revenue transaction.
Category	Select a project category for the cost or revenue transaction. In cumulative update 6 or later for Microsoft Dynamics AX 2012: If category validation is enabled for a project, only project categories that are assigned to the project are available to include in the project budget. For more information, see Projects (form).
Original budget	Enter an amount in the original budget for the cost or revenue transaction type and category.
Approved revisions	The sum of all the revisions that have been approved for a project budget line.
Unapproved revisions	The sum of all the revisions that have not yet been approved for a project budget line.
Total budget	The sum of the approved original budget plus all approved revisions that have been entered for a project budget line.
Total original budget	The sum of the amounts in the Original budget column.
Total approved revisions	The sum of the amounts in the Approved revisions column.
Total unapproved revisions	The sum of the amounts in the Unapproved revisions column.