Inquiry page · Budgeting
Actual vs. budget by period
An inquiry page that shows actual spending against the budget register entry amounts for each period.
- Used by
- Auditor, Budget clerk, Budget contributor and 7 more roles
- Business process
- —
- Menu item
BudgetBalancesActualsByPeriods- Main table
BudgetTmpBalance- Data entity
- —
- Setup steps
- —
Show what matters for
Everyone
1What it is and why
| What it is | An inquiry page that shows actual spending against the budget register entry amounts for each period. |
|---|---|
| What you do here | Used to compare actual spending with the budget period by period. |
| Example | — |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | Budgeting › Inquiries and reports › Basic budgeting › Actual vs. budget by period |
| Set up first | — |
| Used next by | — |
| Related pages | Actual vs. budget Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Microsoft's steps
—
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Apportionments | The total of apportionment budget register entries for the budget model and dimension values (public sector).Microsoft Learn ↗ | — | — |
| Variance amount | The apportionment for the period minus the actual amount for the period.Microsoft Learn ↗ | — | — |
| Preliminary budget | The total of preliminary budget register entries for the budget model and dimension values (public sector).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 | — |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | — |
Technical architect
6Technical
| Menu item | BudgetBalancesActualsByPeriods Checked in Dynamics 365 |
|---|---|
| Form | BudgetBalancesActualsByPeriods Checked in Dynamics 365 |
| Table | BudgetTmpBalanceShown as “Budget balances” in Record infoChecked in Dynamics 365 |
| Data entities | — |
| Who can open it | PrivilegesView actuals versus budget information BudgetBalancesActualsByPeriodsViewDutiesReview budget process performance BudgetBudgetProcessPerfReviewInquire into budget master BudgetBudgetsInquireInquire into budget register entry status BudgetBudgetTransStatusInquire10 security rolesAuditorAuditPolicyManagerBudget clerk BudgetBudgetClerkBudget contributor BudgetBudgetContributorBudget manager BudgetBudgetManagerChief executive officer CompanyChiefExecutiveOfficerChief financial officer CompanyChiefFinancialOfficerAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialController |
| Actions on the page | Options: Personalize, Page options, ShareChecked in Dynamics 365 |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=BudgetBalancesActualsByPeriods |
|---|---|
| Integrate with | — |
| Table definition | — |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/finance/public-sector/preliminary-budgets-apportionments-public-sector
- learn.microsoft.com/dynamics365/finance/budgeting/basic-budgeting-overview-configuration
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.