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Feature Details

Module: Project management and accounting
First Available In 10.0.40
Find out more at https://aka.ms/ProjBudgetManagementFeatureLifecycle State: Can Be Disabled:

Content Author Info

Created By Nathan Clouse
Created On 2024-06-23
Updated By Nathan Clouse
Update On 2024-06-23

The batch-schedule project budget integration from CE into F&O forecast tables feature introduces the capability to copy budget lines into forecast tables as a batch process, instead of manual trigger. Budget integration to forecasts is an alternative to the current default of using estimate lines integration to forecasts. With this feature, CE/Dataverse serves as the master for project budget management and same can be scheduled to be integrated in a batch mode. This is an extension of the feature "Enable Project Budget management feature in Project Operations for non-stocked/resource based scenarios." The budget, essentially is an approved estimate snapshot, becomes non-editable unless revised in CE/Dataverse. This ensures more controlled changes to the budget and tracks forecast changes as well. Switching between estimate-based forecasts and budget-based forecasts will overwrite previously transferred forecasts for a project in F&O.