Report page · Budgeting
Forecast positions by budget plan report
A report that shows details about forecast positions, sorted by budget plan.
- Used by
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- Business process
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- Menu item
output:BudgetPlanHCMReport- Main table
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- Data entity
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- Setup steps
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Show what matters for
Everyone
1What it is and why
| What it is | A report that shows details about forecast positions, sorted by budget plan. |
|---|---|
| What you do here | Used to check whether each position is correctly included in budget plans. |
| Example | — |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | Budgeting › Inquiries and reports › Budget planning › Forecast positions by budget plan report |
| Set up first | Forecast positions Microsoft Learn ↗ |
| Used next by | — |
| Related pages | — |
End user · Functional consultant
3How to do it
Microsoft's steps
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Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Budget planning process | The budget planning process to report on.Microsoft Learn ↗ | — | — |
| Budget plan scenario | The budget plan scenario to report on.Microsoft Learn ↗ | — | — |
| FTE scenario | The scenario used to count full-time equivalents.Microsoft Learn ↗ | — | — |
| Exceptions only | Shows only exceptions, such as positions or FTE counts that aren't in a budget plan.Microsoft Learn ↗ | — | — |
| Option 1 | Groups and subtotals the report by department, job, reporting-to position, position type or compensation region.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:BudgetPlanHCMReport 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:BudgetPlanHCMReport |
|---|---|
| Integrate with | — |
| Table definition | — |
Everyone
8Sources and checks
- learn.microsoft.com/previous-versions/dynamicsax-2012/appuser-itpro/forecast-positions-by-budget-plan-report-budgetplanhcmreport
- learn.microsoft.com/dynamics365/finance/budgeting/position-forecasting
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.