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Applies to Product - Dynamics 365 Project Operations
 

What’s happening?
The customer reported an issue with project budget revisions where the Previous approved budget amount is not being initialized when reallocating across years unless the New amount column is filled in.
 

Reason:
The underlying cause appears to be a limitation in the project budget revision functionality that requires manual entry of a New amount for the Previous approved budget to be initialized.
 

Resolution:

  1. Create a project with budget details.
  2. Navigate to Project management and accounting, then to Projects, and select All projects.
  3. From the action pane, select Plan, then Budget, and open the Project budget form.
  4. From the action pane, select Budget, then Revise, and click on New to open the Project budget revision form.
  5. Expand the Costs section and click on New.
  6. On the new Costs line, specify the Transaction type and Category of an existing line.
  7. Enter a value in the New amount column to activate the initialization of the Previous approved budget amount.
  8. Ensure that any adjustments made are balanced and the new total budget is 0.00, then click on save.