Allocate budget (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. Select or open a project. 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, in the Allocate group, click Allocate budget.
Use this form to select the types of project budget amounts that you want to allocate and the time frame over which you want to allocate them.
Tasks that use this form
Allocate a project budget or budget revision across periods
Navigating the form
The following tables provide descriptions for the controls in this form.
Buttons
Button |
Description |
---|---|
Allocate |
Click to allocate the selected project budget amounts equally over the selected time period. |
Fields
Field |
Description |
---|---|
Allocate from |
Enter or select the beginning date of the project budget allocation period. |
Allocate to |
Enter or select the ending date of the project budget allocation period. |
By time period |
Select whether to allocate the project budget by period, by quarter, or by year. |
All types |
Select this check box to include all transaction types in the project budget allocation. |
Hour costs |
Select this check box to include hour cost transaction types in the project budget allocation. |
Expense costs |
Select this check box to include expense cost transaction types in the project budget allocation. |
Item costs |
Select this check box to include item cost transaction types in the project budget allocation. |
Fee revenues |
Select this check box to include fee revenue transaction types in the project budget allocation. |
Expense revenues |
Select this check box to include expense revenue transaction types in the project budget allocation. |
Hour revenues |
Select this check box to include hour revenue transaction types in the project budget allocation. |
Item revenues |
Select this check box to include item revenue transaction types in the project budget allocation. |
See also
Create and submit an original project budget
Project budget allocation (form)
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