Report page · Budgeting
Forecast position summary
A report that shows forecast position costs by account distribution.
- Used by
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- Business process
- —
- Menu item
output:PSNPositionForecastSummaryReport- Main table
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- Data entity
- —
- Setup steps
- —
Show what matters for
Everyone
1What it is and why
| What it is | A report that shows forecast position costs by account distribution. |
|---|---|
| What you do here | Used to see forecast position costs grouped by account distribution and factored by each distribution's percentage. |
| Example | — |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | Budgeting › Inquiries and reports › Budget planning › Forecast position summary |
| Set up first | Forecast positions Microsoft Learn ↗ |
| Used next by | — |
| Related pages | Forecast position details Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Microsoft's steps
—
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Budget plan scenario | The budget plan scenario to show on the report.Microsoft Learn ↗ | — | — |
| Budget planning process | The budget planning process to show on the report.Microsoft Learn ↗ | — | — |
| Default account structure | Sets the order in which accounting dimensions are shown.Microsoft Learn ↗ | — | — |
| Department | Limits the report to one department; leave blank for all.Microsoft Learn ↗ | — | — |
| Unfilled only | Yes leaves out positions that are currently filled.Microsoft Learn ↗ | — | — |
| Suppress total | Yes leaves totals off the report.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 | output:PSNPositionForecastSummaryReport Checked in Dynamics 365 |
|---|---|
| Form | SysOperationTemplateForm Checked in Dynamics 365 |
| Table | — |
| Data entities | — |
| Who can open it | — |
| Actions on the page | — |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=output:PSNPositionForecastSummaryReport |
|---|---|
| Integrate with | — |
| Table definition | — |
Everyone
8Sources and checks
- 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.