Workspace page · Budgeting
Budget planning
A workspace for budget owners and budget contributors that links to the budget documents that need their attention.
- Used by
- Budget clerk, Budget contributor, Budget manager and 2 more roles
- Business process
- —
- Menu item
BudgetPlanningWorkspace- Main table
- —
- Data entity
- —
- Setup steps
- —
Show what matters for
Everyone
1What it is and why
| What it is | A workspace for budget owners and budget contributors that links to the budget documents that need their attention. |
|---|---|
| What you do here | Used to follow the budget planning process through its reports and key performance indicators (KPIs). |
| Example | — |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | Budgeting › Workspaces › Budget planning |
| Set up first | Budgeting parameters Microsoft Learn ↗ |
| Used next by | — |
| Related pages | Budget plans Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Microsoft's steps
—
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| — | |||
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| — No setup is made on this page. | ||
Solution architect
5Design impact
| Shared or per company | — |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | — |
Technical architect
6Technical
| Menu item | BudgetPlanningWorkspace Checked in Dynamics 365 |
|---|---|
| Form | BudgetPlanningWorkspace Checked in Dynamics 365 |
| Table | — |
| Data entities | — |
| Who can open it | PrivilegesMaintain budget plans on ledger budgets and forecasts workspace BudgetPlanWorkspacesMaintainDutiesApprove budget plans BudgetPlanApproveMaintain budget plans BudgetPlanMaintain5 security rolesBudget clerkBudgetBudgetClerkBudget contributor BudgetBudgetContributorBudget manager BudgetBudgetManagerManager HcmManagerFinancial controller LedgerFinancialController |
| Actions on the page | Options: Personalize, Page options, ShareChecked in Dynamics 365 |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=BudgetPlanningWorkspace |
|---|---|
| Integrate with | — |
| Table definition | — |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/fin-ops-core/fin-ops/migration/upgrade-budget-planning
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.