Workspace page · Budgeting

Ledger budgets and forecasts

A workspace where the budget manager reviews the current state of the budget against actual amounts.

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Everyone

1What it is and why

What it is	A workspace where the budget manager reviews the current state of the budget against actual amounts.
What you do here	Used to see at a glance which financial dimension combinations have expenses over budget or revenue under budget, or are close to the threshold.
Example	For example, if the Operations department's expense budget goes over the threshold, the budget manager can find and contact that department's manager straight from the workspace.

Functional consultant · Solution architect

Business process	—
Menu path	Budgeting › Workspaces › Ledger budgets and forecasts
Set up first	Department manager on organization units Microsoft Learn ↗Budget control configuration Microsoft Learn ↗
Used next by	—
Related pages	Actual vs. budget Microsoft Learn ↗

End user · Functional consultant

Go to Budgeting > Workspaces > Ledger budgets and forecasts.
Review the Expense over budget and Revenue under budget tabs.
Select Configure my workspace to set your budget threshold percentage and financial dimension sets.
Select Unit managers to see who is responsible for the selected dimension combinations.
Select See more to open the actual versus budget inquiry for more detail.

Field	What it means	Worked example	Table column
Expense over budget	A tab that lists dimension combinations whose expenses are over, or close to, the budget threshold.Microsoft Learn ↗	—	—
Revenue under budget	A tab that lists dimension combinations whose revenue is below, or close to falling below, the budget target.Microsoft Learn ↗	—	—
Unit managers	Shows the workers who are responsible for the dimension combinations selected on the tabs.Microsoft Learn ↗	—	—

Functional consultant

Setup step	Recommended value and why	Decision · common mistake · test
— No setup is made on this page.

Solution architect

Technical architect

Menu item	`BudgetTrackingWorkspace` Checked in Dynamics 365
Form	`BudgetTrackingWorkspace` Checked in Dynamics 365
Table	—
Data entities	—
Who can open it	PrivilegesBudgetTrackingWorkspaceMaintain `BudgetTrackingWorkspaceMaintain`DutiesBudgetTrackingWorkspaceMaintain `BudgetTrackingWorkspaceMaintain` 1 security roles 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=BudgetTrackingWorkspace`
Integrate with	—
Table definition	—

Everyone