Master data page · Budgeting
Forecast positions
A list page of forecast positions, each holding all the cost data for a single position used in budget planning.
- Used by
- Budget clerk, Budget contributor, Budget manager and 3 more roles
- Business process
- —
- Menu item
HcmPositionForecastList- Main table
HcmPositionForecastScenario- Data entity
- —
- Setup steps
- —
Show what matters for
Everyone
1What it is and why
| What it is | A list page of forecast positions, each holding all the cost data for a single position used in budget planning. |
|---|---|
| What you do here | Used to plan the cost of positions and bring those costs into the budget planning process. |
| Example | For example, to compare two ways to cut the cost of an accountant position, a planner copies a baseline forecast position into one scenario that ends the position early and another that makes it half-time. |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | Budgeting › Forecast positions |
| Set up first | Budget cost elements Microsoft Learn ↗Compensation groups Microsoft Learn ↗Configure account structures Microsoft Learn ↗ |
| Used next by | Generate budget plan from forecast positions Microsoft Learn ↗Forecast positions by budget plan report Microsoft Learn ↗ |
| Related pages | Forecast position summary Microsoft Learn ↗Forecast position details Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Microsoft's steps
- Go to Budgeting > Forecast positions and select Add existing positions.
- Set the As of date to list the positions that exist on that date.
- Select a budget planning process and a budget plan scenario.
- Select the positions in the list.
- Select OK to create forecast positions for them.
Source: Microsoft Learn ↗
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Assigned worker | The name of the worker in the position, as plain text with no direct link.Microsoft Learn ↗ | — | — |
| Full-time equivalent | The FTE value that cost amounts are multiplied by.Microsoft Learn ↗ | — | — |
| Assign a compensation group | Assigns the worker's compensation group, level and step to the new forecast position.Microsoft Learn ↗ | — | — |
| Validate | Checks the forecast positions' financial dimensions against the account structure.Microsoft Learn ↗ | — | — |
| Generate increases | Adds an earnings cost element at the next step for positions in a step-based compensation group.Microsoft Learn ↗ | — | — |
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| — No setup is made on this page. | ||
Solution architect
5Design impact
| Shared or per company | Per company: each legal entity has its own records. Microsoft data model ↗ |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | Changes on the General and Financial dimensions tabs apply to the position in every budget planning scenario; other changes affect only the version you edit, and nothing changes the position in Human resources. Microsoft Learn ↗ |
Technical architect
6Technical
| Menu item | HcmPositionForecastList Checked in Dynamics 365 |
|---|---|
| Form | HcmPositionForecast Checked in Dynamics 365 |
| Table | HcmPositionForecastScenarioShown as “Forecast scenario” in Record infoChecked in Dynamics 365 |
| Data entities | — |
| Who can open it | PrivilegesMaintain forecast positions using a list page HcmForecastListMaintainView forecast positions using a list page HcmForecastListViewDutiesInquire into forecast positions HcmForecastInquireMaintain forecast position master HcmForecastMaintain6 security rolesBudget clerkBudgetBudgetClerkBudget contributor BudgetBudgetContributorBudget manager BudgetBudgetManagerCompensation and benefits manager HcmCompensationAndBenefitsManagerHuman resource assistant HcmHumanResourceAssistantHuman resource manager HcmHumanResourceManager |
| Actions on the page | Options: Personalize, Page options, ShareChecked in Dynamics 365 |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=HcmPositionForecastList |
|---|---|
| Integrate with | — |
| Table definition | HcmPositionForecastScenario columns and relations Microsoft data model ↗ |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/finance/budgeting/position-forecasting
- learn.microsoft.com/common-data-model/schema/core/operationscommon/tables/finance/budget/group/hcmpositionforecastscenario
- learn.microsoft.com/dynamics365/finance/public-sector/forecast-positions
- learn.microsoft.com/dynamics365/finance/public-sector/forecast-position-reports
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.