![]() 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. You need a budget activation key update#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. Consolidate multiple budget plans from a lower level of the organization into a single parent budget plan at a higher level.Automatically route the budget plans, together with worksheets, justification documents, and other attachments, for review and approval.Analyze and update budget plans for multiple scenarios.Create budget plans to define the expected revenue and expenditures for a budget cycle.You can use budget planning to perform the following tasks: You need a budget activation key manual#Budgeting workflows are the automated and manual processes that move budget plans through the budget planning stages. Budget planning workflows are associated with budgeting workflows.
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