Target budget planner12/21/2023 ![]() ![]() Budget planning schema (optional)Īn optional but recommended first step is to create a schema that shows your organization's procedure for formulating a budget. After you've completed the configuration, you can set up budget planning processes. The following sections describe some of the factors that you should consider as you configure budget planning. The Budget planning configuration page contains most of the settings that are required to set up budget planning. We recommend that you turn on this feature. To make this functionality available, go to the Feature management workspace, and turn on the Budget planning query optimization for performance feature under Budgeting. This feature speeds up the update process and also helps reduce the likelihood that an update will be blocked when you update many records at the same time. Configuring budget planningįunctionality that was introduced in Dynamics 365 Finance version 10.0.9 (April 2020) includes a feature that helps improve performance when you use the Publish button to update existing records in Excel and then publish them back to the client. The data can then be analyzed, updated, and charted in the worksheet, and then published back to the budget plan lines. For example, a budget manager can export a department's budget request from a budget plan scenario into an Excel worksheet. Because budget planning is also integrated with Microsoft Excel and Microsoft Word, you can use those programs to work with budget planning data. ![]() Therefore, you can include information from previous budgets, actual expenditures, fixed assets, and Human resources. You can also develop a single budget plan at a higher level of the organization and allocate the budget to lower levels.īudget planning is integrated with other modules.
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