1. To-Increase Dynamics 365 for Finance & Operations
  2. Advanced project management
  3. Working with Advanced project management
  4. Create and manage projects
  5. Monitor budget allocation

Monitor budget allocation - WBS

You can review and allocate the work breakdown structure budget by activity.


Project manager Project manager Start Start Allocate budget Allocate budget You can allocate the budget across the project timeline. Procedure 1. Go to Project management and accounting > Projects > All projects. 2. In the list, find and select the desired record. 3. In the list, click the link in the selected row. 4. Click Advanced WBS. 5. Click the Budget allocation tab. 6. Click Allocate budget. Add next period to activity Add next period to activity You can add a next period to the activity. Procedure 1. Go to Project management and accounting > Projects > All projects. 2. In the list, find and select the desired record. 3. In the list, click the link in the selected row. 4. Click Advanced WBS. 5. Click the Budget allocation tab. 6. Click Add next period. 7. Click Refresh. Distribute budget over remaining periods Distribute budget over remaining periods You can distribute the budget over the remaining periods. Procedure 1. Go to Project management and accounting > Projects > All projects. 2. In the list, find and select the desired record. 3. In the list, click the link in the selected row. 4. Click Advanced WBS. 5. Click the Budget allocation tab. 6. Click Distribute. 7. Click Refresh. End End Next period required? Next period required? Distribute budget? Distribute budget? Yes No Yes No

Activities

Name Responsible Description

Allocate budget

Project manager

You can allocate the budget across the project timeline.

Add next period to activity

Project manager

You can add a next period to the activity.

Distribute budget over remaining periods

Project manager

You can distribute the budget over the remaining periods.

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