Project budget allocation (form)
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. On the Action Pane, on the Plan tab, in the Budget group, click Project budget. In the Project budget form, on the Costs or Revenues FastTab, click Modify uncommitted allocation.
–or–
Click Project management and accounting > Common > Projects > All projects. On the Action Pane, on the Plan tab, in the Budget group, click Project budget. In the Project budget form, on the Action Pane, on the Budget tab, click View approved allocation.
Note
If a project budget has not been approved, the View approved allocation button is not available.
Use this form to revise an unapproved budget allocation, or to view the budget allocations that have been approved for a project.
Tasks that use this form
Allocate a project budget or budget revision across periods
Navigating the form
The following table provides descriptions for the controls in this form.
Fields
Fields |
Description |
---|---|
Transaction type |
Select the type of transaction for which you want to modify or view the allocated transaction amounts. Note The category options in the Category field are based on the selection in the Transaction type field. |
Category |
Select the transaction category for which you want to modify or view the allocated amounts. Note This field is not available if the All categories check box is selected. |
All categories |
Select the check box to display the allocated transactions for all categories that are associated with the selected transaction type. |
Project |
Select the project or subproject for which you want to view or modify the allocated transactions. Note This field is not available if the All categories check box is selected. |
All projects |
Select the check box to view the allocated transactions for all projects and subprojects for the budget. |
Activity |
Select the activity type that is associated with the project or subproject for which you want to view or modify the allocated transactions. Note Activity options are not available if the All projects check box is selected. |
All activities |
Select the check box to view the transaction amounts associated with all activities. |
Year |
The project year for which the allocated amounts are displayed. |
Amount for allocation |
The total yearly amount that is to be allocated for the selected transaction type and category. Note This column is displayed only when you are allocating an original budget. Otherwise, this column is replaced with either Total allocation or Unapproved revisions depending on whether you are modifying uncommitted revisions or viewing approved allocations. |
Period start |
The starting date of the year that is selected in the Budget amounts for each year pane. |
Name |
A descriptive identification of each period in the yearly time period. |
Amount for allocation |
The amount that is allocated to each period in the allocation time period. |
Budget total |
The total amount of the allocated project budget. |
Remaining budget to allocate |
The difference between the total budget amount and the amounts that have been allocated. Important This amount must be zero before you can complete the allocation. |
See also
Allocate a project budget or budget revision across periods
Create and submit an original project budget
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