Set up funding limits for funding sources in a project contract

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 set up funding limits on the Project contracts details form. For example, you can set limits for hotel expenses or worker hours.

  1. Click Project management and accounting > Common > Projects > Project contracts.

  2. Create a new project contract or select an existing project contract, and then click the Funding limits tab.

  3. Click Add line, select a project ID and funding source, enter a limit in the Amount field.

    Note

    Funding sources for the project contract are defined on the Funding sources tab.

  4. In the additional columns, enter options to define the scope of the funding limit.

  5. Repeat steps 2 through 4 for each funding limit that you want to apply to the project contract.

See also

About project contract funding

Assign funding sources to a project contract

Set up funding rules for a project contract

Create a project contract

Configure funding allocation priorities

Project contracts (form)