A business situation is very classical on Projets : People will registered costs before the project budget has been approved (because there is a mandatory period of time for budget approval).

So when you entered costs during this period where the budget is not approved, these costs will never be allocated to the budget (so the consumed budget is not updated for these costs, and the budget balance is partial). This situation is a real pain point for all companies that managed Projects, because you cannot track all costs in your project budget!

The creation of project budget should include ALL the cost posted since the beginning of project, otherwise the project budget balance can never be use to follow the budget.

The current restriction in D365 to include only the cost from the creation date of the Budget is not compliant with the budget processes of any company, and causes pains into this process.
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.


Andy Choi

Program Manager, Project management and accounting