Setup page · Budgeting

Justification document templates

A setup page where you upload Microsoft Word templates for budget plan justification documents.

Used by: Budget clerk, Budget contributor, Budget manager and 4 more roles
Business process: Review and approve planned budgets in Dynamics 365 Finance
Menu item: BudgetPlanJustificationTemplate
Main table: BudgetPlanTemplate
Data entity: —
Setup steps: 1 on this page

Show what matters for

Everyone

1What it is and why

What it is	A setup page where you upload Microsoft Word templates for budget plan justification documents.
What you do here	Used to give budget owners a Word template, assigned to the budget planning process, that explains why a requested budget is needed.
Example	—

Functional consultant · Solution architect

Business process	Manage budgets › Approve budgets › Review and approve planned budgets in Dynamics 365 Finance
Menu path	Budgeting › Setup › Budget planning › Justification document templates
Set up first	—
Used next by	Budget planning process Microsoft Learn ↗Budget plans Microsoft Learn ↗
Related pages	—

End user · Functional consultant

Set up Justification document templatesNo screenshots yet

Used to give budget owners a Word template, assigned to the budget planning process, that explains why a requested budget is needed.

Go to Budgeting > Setup > Budget planning > Justification document templates.
Select New and browse to the Word document you created.
Enter a template display name and a description, and then select OK.
Go to Budgeting > Setup > Budget planning > Budget planning process.
Select the process, select Edit, and choose the template in the Justification document template field.

Field	What it means	Worked example	Table column
—

Functional consultant

Setup step	Recommended value and why	Decision · common mistake · test
Set up Justification document templates	—	—

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	`BudgetPlanJustificationTemplate` Checked in Dynamics 365
Form	`BudgetPlanJustificationTemplate` Checked in Dynamics 365
Table	`BudgetPlanTemplate`Shown as “Budget plan templates” in Record infoChecked in Dynamics 365
Data entities	—
Who can open it	PrivilegesMaintain budget plan templates `BudgetPlanTemplateMaintain`View budget plan templates `BudgetPlanTemplateView`DutiesMaintain budget planning configuration and processes `BudgetPlanningConfigProcessMaintain`View budget planning configuration and processes `BudgetPlanningConfigProcessView` 7 security roles Budget clerk `BudgetBudgetClerk`Budget contributor `BudgetBudgetContributor`Budget manager `BudgetBudgetManager`Chief financial officer `CompanyChiefFinancialOfficer`Manager `HcmManager`Accounting manager `LedgerAccountingManager`Financial controller `LedgerFinancialController` Checked in Dynamics 365
Actions on the page	Options: Personalize, Page options, ShareChecked in Dynamics 365

Developer

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

Everyone