Revise and submit a project budget

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

You can revise a project budget as many times as necessary. The sum total of all the approved revisions for each category is shown in the Project budget revision form. You cannot see the amount of any individual revision if the budget has been revised more than one time.

1. Click Project management and accounting > Common > Projects > All projects.

2. Select or open a project. On the Action Pane, on the Plan tab, in the Budget group, click Project budget.

3. In the Project budget form, on the Action Pane, on the Budget tab, in the Revise group, click New revision.

4. On the Costs and Revenues FastTabs, in the Revision amount column, enter the amount to add to or subtract from the original budget for each category.

   Note

   Amounts to be subtracted from a budgeted amount must be entered as negative numbers.

5. If necessary, click New to add more transactions to either of the FastTabs, or click Delete to remove transactions.

6. (Optional) To allocate the revision, on the Action Pane, on the Budget tab, click Allocate budget.

7. Click Submit to submit the revised budget to workflow for approval.

See also

About setting up a project budget

Create and submit an original project budget

Allocate a project budget or budget revision across periods

Project budget (form)

Project budget balances (form)

Project budget allocation (form)