Job page · Budgeting

Generate budget plan from project forecasts

A periodic process that creates or updates a budget plan from project forecasts, assigning the source project to each line.

Show what matters for

Everyone

1What it is and why

What it is	A periodic process that creates or updates a budget plan from project forecasts, assigning the source project to each line.
What you do here	Used to bring project forecast or project budget amounts, and optionally project quantities, into a budget plan.
Example	—

Functional consultant · Solution architect

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

End user · Functional consultant

Go to Budgeting > Periodic > Generate budget plan from project forecasts.
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
Profit and loss	Yes creates lines for costs and revenues.Microsoft Learn ↗	—	—
WIP	Yes creates work in process entries.Microsoft Learn ↗	—	—
Payroll allocation	Yes creates lines for the payroll offset accounts of hour transactions.Microsoft Learn ↗	—	—
Historical	Yes keeps the source dates so past data can be used for comparison; such lines can't be changed.Microsoft Learn ↗	—	—
Aggregate total by	Totals amounts and can set the date to the first day of the fiscal year or period.Microsoft Learn ↗	—	—
Factor	A multiplier applied to the source amount, such as 1.03 for a 3 percent increase.Microsoft Learn ↗	—	—
Minimum	The smallest source amount that creates a plan line.Microsoft Learn ↗	—	—
Rounding rule	The precision the new plan amounts are rounded to.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	Only one forecast model can feed a scenario; updating with a second model overwrites the first where the same project and ledger accounts apply. Microsoft Learn ↗

Technical architect

Menu item	`action:BudgetPlanGenerateProjectForecast` 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:BudgetPlanGenerateProjectForecast`
Integrate with	—
Table definition	—

Everyone