Inquiry page · Budgeting

Budget plans by dimension set

An inquiry page for budget plan data that includes queries to trace where that data came from.

Show what matters for

Everyone

1What it is and why

What it is	An inquiry page for budget plan data that includes queries to trace where that data came from.
What you do here	Used to open the budget plan lines behind a line and to search the supply and demand forecasts that could have created them.
Example	—

Functional consultant · Solution architect

Business process	—
Menu path	Budgeting › Inquiries and reports › Budget planning › Budget plans by dimension set
Set up first	—
Used next by	—
Related pages	Budget plan lines Microsoft Learn ↗Forecast positions by budget plan report Microsoft Learn ↗

End user · Functional consultant

Go to Budgeting > Inquiries and reports > Budget planning > Budget plans by dimension set.
Select a line, and then select Budget plan lines to see the plan lines for that line's dimension values.
Add more parameters to narrow the results if needed.
Select Supply forecast or Demand forecast to find forecast lines that could have created the plan lines.

Field	What it means	Worked example	Table column
—

Functional consultant

Setup step	Recommended value and why	Decision · common mistake · test
— No setup is made on this page.

Solution architect

Shared or per company	Shared: the same records are used by every legal entity. Microsoft data model ↗
Can it be undone	—
Feature or country	—
If you change it later	—

Technical architect

Menu item	`BudgetPlanDetailInquiry` Checked in Dynamics 365
Form	`BudgetPlanDetailInquiry` Checked in Dynamics 365
Table	`BudgetPlanHeader`Shown as “Budget plans” in Record infoKey field: DocumentNumber, Name, BudgetPlanningProcess, BudgetPlanningProcess_NameChecked in Dynamics 365
Data entities	`BudgetPlanHeaderEntity`Budget plan header Microsoft data model ↗
Who can open it	PrivilegesView budget plans by dimension set `BudgetPlanDetailInquiryView`DutiesMaintain budget plans `BudgetPlanMaintain` 5 security roles Budget clerk `BudgetBudgetClerk`Budget contributor `BudgetBudgetContributor`Budget manager `BudgetBudgetManager`Manager `HcmManager`Financial controller `LedgerFinancialController` Checked in Dynamics 365
Actions on the page	Options: Personalize, Page options, ShareChecked in Dynamics 365

Developer

Open it directly	`https://<your-environment>/?mi=BudgetPlanDetailInquiry`
Integrate with	`BudgetPlanHeaderEntity` data entity Microsoft data model ↗
Table definition	`BudgetPlanHeader` columns and relations Microsoft data model ↗

Everyone