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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.

Used by
Budget clerk, Budget manager
Business process
Create procurement budgets with Dynamics 365 Finance
Menu item
BudgetCycleTimeSpan
Main table
BudgetCycleTimeSpan
Data entity
BudgetCycleTimeSpanEntity
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isA setup page where you define budget cycle time spans, the start and end periods for budgeting and budget control.
What you do hereUsed to set the length of each budget cycle, which often follows the fiscal calendar but can span fiscal years.
Example—
Budget cycles page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business processDevelop procurement and sourcing strategy › Develop spend strategy › Create procurement budgets with Dynamics 365 Finance
Menu pathBudgeting › Setup › Budget planning › Budget cycles
Set up firstFiscal calendars Microsoft Learn ↗
Used next byBudget control configuration Microsoft Learn ↗Budget planning process Microsoft Learn ↗
Related pages—

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Budget cycles1 screen

Used to set the length of each budget cycle, which often follows the fiscal calendar but can span fiscal years.

  1. Screen 1

    Create the budget cycle time span

    Go to Budgeting > Setup > Budget planning > Budget cycles

    1. Select New and enter the Budget cycle time span
    2. Select the Fiscal calendar and the Length of budget cycle
    3. In the Budget cycle section, select Add, enter the Name and select the Starting period
    4. Select Save
    1Budget cycle time spanBEAT-FY
    2Fiscal calendarBEAT
    3Length of budget cycleMap to fiscal year
    Budget cycleBEAT-2026, 1/1/2026 to 12/31/2026
    Create the budget cycle time span (zoomed on the outlined fields)
    Show the full screenCreate the budget cycle time span
    page title tab to open what to set or check

Microsoft's steps

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

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
Length of budget cycleSets the cycle length either as a number of periods or by matching the fiscal year.Microsoft Learn ↗Map to fiscal year—
Budget cycle time span—BEAT-FY—
Fiscal calendar—BEATFiscalCalendar
Budget cycle—BEAT-2026, 1/1/2026 to 12/31/2026—

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up Budget cycles——

Solution architect

5Design impact

Shared or per companyShared: 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

6Technical

Menu itemBudgetCycleTimeSpan Checked in Dynamics 365
FormBudgetCycleTimeSpan Checked in Dynamics 365
TableBudgetCycleTimeSpanShown as “Budget cycle time span” in Record infoKey field: FiscalCalendar, FiscalCalendar_CalendarId, Name, BudgetCycleLengthOptionChecked in Dynamics 365
Data entitiesBudgetCycleTimeSpanEntityBudget cycle time span Microsoft data model ↗
Who can open itPrivilegesMaintain budget cycle time spans BudgetCycleTimeSpanMaintainView budget cycle time spans BudgetCycleTimeSpanViewDutiesEnable budget control process BudgetBudgetControlProcessEnableInquire into budget control process reference data BudgetBudgetCtrlProcRefDataInquireMaintain budget master BudgetBudgetsMaintain
2 security rolesBudget clerk BudgetBudgetClerkBudget manager BudgetBudgetManager
Checked in Dynamics 365
Actions on the pageOptions: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=BudgetCycleTimeSpan
Integrate withBudgetCycleTimeSpanEntity data entity Microsoft data model ↗
Table definitionBudgetCycleTimeSpan columns and relations Microsoft data model ↗

Everyone

8Sources and checks