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Independent Sub-project Budgeting in AX 2012 R3

  • Article

One more feature in the budgeting area coming in Dynamics AX 2012 R3 is the ability to manage the budgets of sub-projects independently. In AX 2012 RTM and R2, initial budget creation and revisions were done at the project hierarchy level. A single set of budget lines applied to the parent project and all sub-projects. One implication of this behavior is that a sub-project created after the initial budget was approved would never have an "original" budget, just a "revised" budget. In R3, we have introduced a new property on a parent project (you can also set the default in the Project parameters form) called Independent budgeting for sub-projects.

In the example below, you can see a parent project with two sub-projects and the new property highlighted.

When it is unchecked and you open the Project budget form, you get the previous behavior where you see a project tree on the left side of the form and can create budget lines for any project in the hierarchy.

When it is checked, you will not see the project hierarchy on the left side when you open the Project budget form for any project in the hierarchy. You are restricted to creating budget lines only for the selected parent or sub-project and workflow approval will be required for each project.

Once you have created a budget, you can no longer change this option. This option does not alter the behavior of the Project budget balances form. Even when you are managing sub-project budgets independently, the budgets and actuals for the entire hierarchy are rolled up and you can drill down to any level in the hierarchy.

Comments

  • Anonymous
    March 04, 2014
    Nice feature. we really needed it. hoping to have more enhancement for budgeting in the coming releases.
  • Anonymous
    March 07, 2014
    This is a good feature to have when we deal with complex project hierarchy and when sub-projects are created at different time intervals.
  • Anonymous
    September 16, 2014
    Hi,I have looked for this parameter in AX 2013 R3 (6.3.97.0) but can't find the checkbox or the parameter for default in the Project management parameter form.Is this parameters available in every version of R3?Thanks for the help.//Sophie
  • Anonymous
    September 18, 2014
    Hi, Sophie. I'm not sure why you aren't seeing this. It should be in the standard R3 builds. I'm looking at my version number and see 6.3.164.0. Could you be using a pre-release of R3?
  • Anonymous
    September 23, 2014
    The comment has been removed
  • Anonymous
    September 24, 2014
    If you don't check the "use budget control" checkbox, you won't consume any budget. You don't have to do warn the user about overruns but you should check the option. We added a warning in R3 that when you have the checkbox enabled but don't have an approved budget.