BeyondERP.Subscribe

Setup page · Budgeting

Budget plan attributes

Microsoft does not describe this page yet.

Used by
Auditor, Budget clerk, Budget contributor and 6 more roles
Business process
Plan for proposed projects and asset (CAPEX) in Dynamics 365 Finance
Menu item
BudgetPlanAttributes
Main table
BudgetPlanProposedAsset
Data entity
BudgetPlanProposedAssetEntity
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it is—
What you do here—
Example—
Budget plan attributes 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 processManage budgets › Plan budgets › Plan for proposed projects and asset (CAPEX) in Dynamics 365 Finance
Menu pathBudgeting › Setup › Budget planning › Budget plan attributes
Set up first—
Used next by—
Related pages—

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Budget plan attributes1 screen

  1. Screen 1

    Add the proposed asset

    Go to Budgeting > Setup > Budget planning > Budget plan attributes, Proposed assets tab

    1. Open the Proposed assets tab
    2. Select Add
    3. Enter the Proposed asset and Description
    4. Select Save
    1Proposed assetBEAT-LAPTOP
    DescriptionAtlas demo laptop refresh
    Add the proposed asset (zoomed on the outlined fields)
    Show the full screenAdd the proposed asset
    page title tab to open what to set or check

Microsoft's steps

—

Field guide

FieldWhat it meansWorked exampleTable column
Proposed asset—BEAT-LAPTOPName
Description—Atlas demo laptop refreshDescription

Functional consultant

4Setup decisions

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

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 itemBudgetPlanAttributes Checked in Dynamics 365
FormBudgetPlanAttributes Checked in Dynamics 365
TableBudgetPlanProposedAssetShown as “Budget plan proposed asset” in Record infoChecked in Dynamics 365
Data entitiesBudgetPlanProposedAssetEntityBudget plan proposed asset Microsoft data model ↗
Who can open itPrivilegesMaintain budget plan attributes BudgetPlanAttributesMaintainView budget plan attributes BudgetPlanAttributesViewDutiesMaintain budget plans BudgetPlanMaintainView budget plans BudgetPlanView
9 security rolesAuditor AuditPolicyManagerBudget clerk BudgetBudgetClerkBudget contributor BudgetBudgetContributorBudget manager BudgetBudgetManagerChief financial officer CompanyChiefFinancialOfficerManager HcmManagerAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialController
Checked in Dynamics 365
Actions on the pageOptions: Personalize, Page options, Edit, ShareChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=BudgetPlanAttributes
Integrate withBudgetPlanProposedAssetEntity data entity Microsoft data model ↗
Table definitionBudgetPlanProposedAsset columns and relations Microsoft data model ↗

Everyone

8Sources and checks