1. To-Increase Dynamics 365 for Finance & Operations
  2. Advanced project management
  3. Flows

Monitor budget allocation - Cost codes
Activity Flow

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

Project manager Project manager Start Start Use cost codes for budget allocation on project Use cost codes for budget allocation on project You can allocate budget to a project using cost codes. 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 Edit. 5. Select Yes in the Cost codes field. 6. Click Save. Allocate budget using cost codes on Advanced WBS Allocate budget using cost codes on Advanced WBS You can use the 'Advanced WBS' to allocate budget to a project using cost codes. Procedure 1. Click Advanced project management. 2. In the list, find and select the desired record. 3. Click Advanced WBS. 4. Click the Budget allocation tab. 5. Click Allocate budget. 6. Click Refresh. 7. Close the page. End End

Activities

Name Responsible Description

Use cost codes for budget allocation on project

Project manager

You can allocate budget to a project using cost codes.

Allocate budget using cost codes on Advanced WBS

Project manager

You can use the 'Advanced WBS' to allocate budget to a project using cost codes.

Activities

Name Responsible Description

Use cost codes for budget allocation on project

Project manager

You can allocate budget to a project using cost codes.

Allocate budget using cost codes on Advanced WBS

Project manager

You can use the 'Advanced WBS' to allocate budget to a project using cost codes.
Related to Notes

Monitor budget allocation - Cost codes

 		 

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