Project budget settings for user groups (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 > Setup > Project management and accounting parameters. Click Cost control, and then, in the Budget control group, click Settings....
–or–
Click Project management and accounting > Common > Projects > All projects. Double-click a project. On the Budget and forecast tab, click Settings.
Use this form to set up user rights for project budgeting for all projects or for selected projects. You can prevent or allow entering transactions that would cause the budget for the project to be exceeded. If you allow such transactions to be entered, you can specify whether to display a warning to the user.
Task that uses this form
Configure project budget overrun settings
Navigating the form
The following table provides descriptions for the controls in this form.
Fields
Field |
Description |
---|---|
User group |
Select the group of users for which you want to provide permissions for project budget options. This field is empty unless you are a user who has at least View permissions for the Groups table. |
Valid for |
Select one of the following options:
Important If a different option is defined for a project and for the group that contains the project, the option for the project is used. |
Project/Project group |
Select the project or project group that this overrun option applies to. If the overrun option applies to All, this field is empty and you cannot select a project or project group. |
Overrun option |
Select the overrun option for the members of the selected user group.
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. |
Note
If an administrator deletes a user group, that user group is automatically deleted from this form.
See also
About setting up a project budget
Configure project budget control
Configure project budget overrun settings
Create and submit an original project budget
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).