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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Budget Planning with t...
Finance | Project Operations, Human Resources, ...
Answered

Budget Planning with three level hierarchy

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Posted on by Gaurangkumar Jani 4,514 User Group Leader

Hi Everyone,

I am working on Budget planning and currently facing issue following scenario mapping in budget planning:

Finance Department Distribute budget to Different Department but my client wants to aggregate multiple departments data in one place so that one person can update, review and approve for few department and after that it should aggregate at finance level.

Can you help me how to configure my budget hierarchy in such way so that when I distribute baseline it should go to main department and once they update it should come to one virtual department where one person will review and resubmit for finance review and final approval?

Thanks in advance

I have the same question (0)
  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Budget Planning with three level hierarchy

    Hi,

    Have you already checked the following blog post?

    msdynamicsworld.com/.../budget-planning-one-version-era-microsoft-dynamics-365-finance-and-operations

    Best regards,

    Ludwig

  • Gaurangkumar Jani Profile Picture
    Gaurangkumar Jani 4,514 User Group Leader on at
    RE: Budget Planning with three level hierarchy

    Hi Ludwig,

    Thanks for quick response. Yes I gone through this document before and it’s working perfectly up to 2nd level. I need it for 3rd level as in my case there is one person is responsible to approve few department’s request and 2nd for remaining departments.

    So want to distribute to all departments and require to aggregate at one virtual department where that responsible person will approve.

    And after that it will aggregate for finance approval.

    Let me know if you or someone from your contact can help me.

    Thanks in advance.

  • Verified answer
    Rahul Mohta Profile Picture
    Rahul Mohta 21,032 on at
    RE: Budget Planning with three level hierarchy

    it works well with 3 levels

    in the workflow, after aggregation should also have in budget planning hierarchy a level which is just below the final approval level where one last time the approval could be obtained

  • Gaurangkumar Jani Profile Picture
    Gaurangkumar Jani 4,514 User Group Leader on at
    RE: Budget Planning with three level hierarchy

    Hi Rahul,

    Thanks for response.

    My requirement is something different. Let me reproduce one more time.

    Finance Create Main Budget and Distribute to All Department.

    After receipt of distribution amount respective department will update required amount and submit.

    Now main requirement is this budget for few department should aggregate at one place and one person will review. And it will reproduce for remaining department.

    After that step it should aggregate at Finance Level.

    Let me know if someone can help.

    Thanks in advance.

  • Verified answer
    Rahul Mohta Profile Picture
    Rahul Mohta 21,032 on at
    RE: Budget Planning with three level hierarchy

    all those department just have a common manager so that the workflow automatically routes the approval to the one person responsbile

  • Gaurangkumar Jani Profile Picture
    Gaurangkumar Jani 4,514 User Group Leader on at
    RE: Budget Planning with three level hierarchy

    Hi Rahul,

    Thanks for suggestion.

    I am facing issue because client don't want to provide position to this one person for all department as this person is only responsible for budget.

    And I also want to aggregate data from multiple department to one.

  • Amanda Fowler Profile Picture
    Amanda Fowler 241 on at
    RE: Budget Planning with three level hierarchy

    Were you able to get an answer to this?

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