Setup page · Budgeting

Budget cycles

A setup page where you define budget cycle time spans, the start and end periods for budgeting and budget control.

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Everyone

1What it is and why

What it is	A setup page where you define budget cycle time spans, the start and end periods for budgeting and budget control.
What you do here	Used to set the length of each budget cycle, which often follows the fiscal calendar but can span fiscal years.
Example	—

Functional consultant · Solution architect

Business process	—
Menu path	Budgeting › Setup › Budget control › Budget cycles
Set up first	Fiscal calendars Microsoft Learn ↗
Used next by	Budget control configuration Microsoft Learn ↗Budget planning process Microsoft Learn ↗
Related pages	—

End user · Functional consultant

Go to Budgeting > Setup > Budget control > Budget cycles.
Select New and enter a name for the budget cycle time span.
Select the fiscal calendar to use.
In the Length of budget cycle field, select Specify number of periods or Map to fiscal year.
If you chose Specify number of periods, enter the number of fiscal periods.
Select Add, enter the name of the first period in the cycle and the date it starts.

Field	What it means	Worked example	Table column
Length of budget cycle	Sets the cycle length either as a number of periods or by matching the fiscal year.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	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	`BudgetCycleTimeSpan` Checked in Dynamics 365
Form	`BudgetCycleTimeSpan` Checked in Dynamics 365
Table	`BudgetCycleTimeSpan`Shown as “Budget cycle time span” in Record infoKey field: FiscalCalendar, FiscalCalendar_CalendarId, Name, BudgetCycleLengthOptionChecked in Dynamics 365
Data entities	`BudgetCycleTimeSpanEntity`Budget cycle time span Microsoft data model ↗
Who can open it	PrivilegesMaintain budget cycle time spans `BudgetCycleTimeSpanMaintain`View budget cycle time spans `BudgetCycleTimeSpanView`DutiesEnable budget control process `BudgetBudgetControlProcessEnable`Inquire into budget control process reference data `BudgetBudgetCtrlProcRefDataInquire`Maintain budget master `BudgetBudgetsMaintain` 2 security roles Budget clerk `BudgetBudgetClerk`Budget manager `BudgetBudgetManager` Checked in Dynamics 365
Actions on the page	Options: Personalize, Page options, ShareChecked in Dynamics 365

Developer

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

Everyone