Project budget allocation (form) [AX 2012]

Updated: March 28, 2011

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.

NoteNote

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.

The following table provides descriptions for the controls in this form.

Fields

Description

Transaction type

Select the type of transaction for which you want to modify or view the allocated transaction amounts.

NoteNote

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.

NoteNote

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.

NoteNote

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.

NoteNote

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.

NoteNote

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.

ImportantImportant

This amount must be zero before you can complete the allocation.


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

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