Configure project budget overrun settings

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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

The default setting for project budgets enables users to post a transaction even if the transaction will cause a budget overrun. However, when you create a budget for a project, you can override the default overrun selections.

Note

When you change the default overrun option, the change applies only to new projects. The overrun option on existing projects is not affected.

Define the default overrun option for all new projects

  1. Click Project management and accounting > Setup > Project management and accounting parameters.

  2. In the Project management and accounting parameters form, click Cost control.

  3. In the Budget control section, in the Budget overrun default field, select the overrun option that you want to use as the default for all new projects from the following options:

    • Disallow overruns – Users cannot enter a transaction.

    • Warn of overruns – Users receive a warning when they enter a transaction. The transaction is processed normally.

    • Allow overruns – Users do not receive a warning when they enter a transaction. The transaction is processed normally.

Define an overrun option for specific user groups and projects or project groups

If you define overrun options for specific user groups or projects in the Project budget settings for user groups form, those selections override the selections that you make in the Project management and accounting parameters form.

Important

If a user is a member of two groups that have different options for the same project or project group, the user is granted the more permissive option.

  1. Click Project management and accounting > Setup > Project management and accounting parameters.

  2. In the Project management and accounting parameters form, click Cost control.

  3. In the Budget control section, click Settings....

  4. In the Project budget settings for user groups form, in the User group field, select a user group to define the overrun option for.

  5. In the Valid for column, select a project option for the selected user group:

    • Table – The overrun option applies only to a specific project.

    • Group – The overrun option applies only to a specific project group.

    • All – The overrun option applies to all projects that do not have a different option specified in the Projects form.

  6. In the Project/Project group column, select the project or project group to define the overrun option for.

    Note

    This field is not available if All is selected in the Valid for column.

  7. In the Overrun option column, select the option for the specified user group in the selected project or project group:

    • Disallow overruns – Users cannot enter a transaction.

    • Warn of overruns – Users receive a warning when they enter a transaction. The transaction is processed normally.

    • Allow overruns – Users do not receive a warning when they enter a transaction. The transaction is processed normally.

See also

About setting up a project budget

Configure project budget control

Create and submit an original project budget

Project management and accounting parameters (form)

Project budget settings for user groups (form)