Setup step on the Budget models page · Budgeting
Set up Budget models
Used to classify budgets, for example by budget type or location, with one model for everything or several separate models.
- Used by
- Auditor, Budget clerk, Budget contributor and 5 more roles
- Business process
- Develop budgeting strategy
- Menu item
BudgetModel- Main table
BudgetModel- Data entity
BudgetModelEntity- Setup steps
- 1 on this page
Show what matters for
Everyone
1What it is and why
| What it is | A setup page where you define budget models that cover all or some of your budgets. |
|---|---|
| What you do here | Used to classify budgets, for example by budget type or location, with one model for everything or several separate models. |
| Example | For example, a budget model can have submodels that stand for the different departments of the legal entity. |
Functional consultant · Solution architect
2Where it fits
| Business process | Define accounting policies › Develop budgeting strategy |
|---|---|
| Menu path | Budgeting › Setup › Basic budgeting › Budget models |
| Set up first | — |
| Used next by | Budget register entries Microsoft Learn ↗Budget control configuration Microsoft Learn ↗ |
| Related pages | — |
| In this process | — |
End user · Functional consultant
3How to do it
Step by step, with screenshots
Set up Budget models1 screen
Used to classify budgets, for example by budget type or location, with one model for everything or several separate models.
Screen 1
Create the budget model
Go to Budgeting > Setup > Basic budgeting > Budget models
- Select New
- Enter the Budget model and Name
- In the Submodel section, select Add and choose the submodel
- Select Save
1Budget model BEAT-BUD 2Name Atlas demo annual budget 3Submodel BEAT-OPEX 
Show the full screen
page title tab to open what to set or check
Microsoft's steps
- Go to Budgeting > Setup > Basic budgeting > Budget models.
- Select New.
- Enter an identifier and a name for the budget model.
- Enter any other details, and then add any submodels.
Source: Microsoft Learn ↗
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Submodel | Other budget models attached to this model, such as one per department.Microsoft Learn ↗ | BEAT-OPEX | — |
| Budget model | — | BEAT-BUD | — |
| Name | — | Atlas demo annual budget | — |
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| Set up Budget models | — | — |
Solution architect
5Design impact
| Shared or per company | Per company: each legal entity has its own records. Microsoft data model ↗ |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | A submodel can't have submodels of its own, and models with submodels can't be used with budget control. Microsoft Learn ↗ |
Technical architect
6Technical
| Menu item | BudgetModel Checked in Dynamics 365 |
|---|---|
| Form | BudgetModel Checked in Dynamics 365 |
| Table | BudgetModelShown as “Budget models” in Record infoKey field: Type, ModelId, SubModelIdChecked in Dynamics 365 |
| Data entities | BudgetModelEntityBudget models Microsoft data model ↗BudgetSubModelEntityBudget submodels Microsoft data model ↗ |
| Who can open it | PrivilegesMaintain budget model BudgetModelMaintainView budget model BudgetModelViewDutiesEnable budget process BudgetBudgetProcessEnableInquire into budget master BudgetBudgetsInquireMaintain budget master BudgetBudgetsMaintain8 security rolesAuditorAuditPolicyManagerBudget clerk BudgetBudgetClerkBudget contributor BudgetBudgetContributorBudget manager BudgetBudgetManagerChief financial officer CompanyChiefFinancialOfficerAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialController |
| Actions on the page | Options: Personalize, Page options, ShareChecked in Dynamics 365 |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=BudgetModel |
|---|---|
| Integrate with | BudgetModelEntity data entity Microsoft data model ↗ |
| Table definition | BudgetModel columns and relations Microsoft data model ↗ |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/finance/budgeting/basic-budgeting-overview-configuration
- learn.microsoft.com/training/modules/setup-use-basic-budgeting-finance/exercise-set-up-components
- learn.microsoft.com/common-data-model/schema/core/operationscommon/tables/finance/budget/group/budgetmodel
- learn.microsoft.com/training/modules/setup-use-basic-budgeting-finance/set-up-basic-budgeting
- learn.microsoft.com/dynamics365/finance/budgeting/budget-register-entries
- learn.microsoft.com/dynamics365/finance/budgeting/budget-control-overview-configuration
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page, the demo records and the values in the screenshots.
BUD-SETUP-030 — Set up Budget models. Beyond ERP Atlas Hub, snapshot 2026-10-16, partly verified. https://www.beyonderp.cloud/atlas/step/BUD-SETUP-030