Job page · Budgeting

Generate budget plan from forecast positions

A periodic process that creates or updates budget plans with the budget amounts and FTE counts from forecast positions.

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Everyone

1What it is and why

What it is	A periodic process that creates or updates budget plans with the budget amounts and FTE counts from forecast positions.
What you do here	Used to bring position costs into budget plans, with each line showing the forecast position it came from.
Example	—

Functional consultant · Solution architect

Business process	—
Menu path	Budgeting › Periodic › Generate budget plan from forecast positions
Set up first	Budget planning process Microsoft Learn ↗Forecast positions Microsoft Learn ↗
Used next by	Budget plans Microsoft Learn ↗Budget plan lines Microsoft Learn ↗
Related pages	—

End user · Functional consultant

Go to Budgeting > Periodic > Generate budget plan from forecast positions.
Choose whether to create a new budget plan, replace an existing scenario, or update a scenario and add new data.
On the Source tab, use Filter to choose the source data.
On the Target tab, set the budget plan details.
Set the Factor, Minimum and Rounding rule fields if you need them.
Set up the Batch options if you want to run the process in the background.
Select Generate.

Field	What it means	Worked example	Table column
Include position in budget plan line	No leaves the forecast position off the plan lines.Microsoft Learn ↗	—	—
Budget plan FTE scenario	A quantity scenario that receives the number of full-time equivalents.Microsoft Learn ↗	—	—
FTE main account	The account used for the FTE quantity lines; required when an FTE scenario is chosen.Microsoft Learn ↗	—	—
Create a new budget plan	Creates a new plan with the attributes chosen on the Target tab.Microsoft Learn ↗	—	—
Update the existing budget plan scenario, and append new data	Updates matching lines in the target plan and adds new lines for new data.Microsoft Learn ↗	—	—

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	—
Can it be undone	—
Feature or country	—
If you change it later	Bringing a forecast position in again removes all plan lines for that position, so manual changes to those lines are lost. Microsoft Learn ↗

Technical architect

Menu item	`action:BudgetPlanGenerateHcm` Checked in Dynamics 365
Form	`BudgetPlanGenerate` Checked in Dynamics 365
Table	—
Data entities	—
Who can open it	—
Actions on the page	—

Developer

Open it directly	`https://<your-environment>/?mi=action:BudgetPlanGenerateHcm`
Integrate with	—
Table definition	—

Everyone