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Create and delete project cost budgets

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Applies to: Lite deployment - deal to proforma invoicing.

Enable the project cost budget feature

Project cost budgeting capabilities are enabled only if the feature flag is enabled.

Note

After the project budget feature is enabled in an organization, it can't be disabled. However, you don't have to create a budget for every project.

To enable project cost budgeting, follow these steps.

  1. Sign in to Microsoft Dynamics 365 Project Operations.
  2. In the left navigation, change the area to Settings.
  3. In the General section, select Parameters.
  4. You should see a list of organization units. Double-tap (or double-click) the Organization Units row for the columns that aren't links.
  5. On the Project Parameters page, in the Feature Control field, select Feature Control.
  6. Select Enable Project Budgeting Feature Flag.

After you enable the project cost budget feature, the page is refreshed, and a Budget match priorities tab is added.

Create a project cost budget

To create a project cost budget, follow these steps.

  1. Sign in to Project Operations.

  2. In the left navigation, change the area to Projects.

  3. Select the project to create a budget for.

  4. On the command bar of the project's main form, select Create Budget, and then follow these steps:

    • To manually create the budget, select Manual. A Budget tab is added to the page and includes a blank grid for budget lines.
    • To create budget lines, select New Project Budget Line.

For information about how to create cost budget lines, see Project time budget lines, Project material budget lines, and Project expense budget lines.

Note

Only one cost budget can be created for each project.

Delete a project cost budget

Note

A project cost budget can be deleted only if the budget is in either Draft or Rejected status. It can't be deleted if it's in Review, Approved, or Revised status.

To delete a project cost budget, follow these steps.

  1. Sign in to Project Operations.
  2. In the left navigation, change the area to Projects.
  3. Select the project to delete the budget for.
  4. On the project page, select Budget, and then select Delete.