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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Budget Amounts not pop...
Finance | Project Operations, Human Resources, ...
Unanswered

Budget Amounts not populated to next stage in budget planning

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Posted on by David Tailor 846

Hello,

i have set up budget plan for a top to bottom approach on my local VM:

i started by creating a budget planning process to update actual column, then through worksheet i updated budgeted and target column.

then i submitted through workflows and i can see two lines created: one for plan for IT and the other plan for Human Resources department.

however, when i clicked on any of these plan to update and input department requested column: it shows empty.

any idea?

Note: Organizational Hierarchy is setup with Finance department on top and 2 departments one for IT and one for HR.

Regards,

David

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  • David Tailor Profile Picture
    David Tailor 846 on at

    Hello,

    -- adding screenshots for more clarification:

    01_5F00_Budget_5F00_Parameterst.PNG

    02_5F00_Budget_5F00_Ssenarios.PNG

    03_5F00_Budget_5F00_Stages.PNG

    04_5F00_Budget_5F00_Workflow_5F00_Stages_5F00_01.PNG

    09_5F00_Budget_5F00_Workflow_5F00_Stages_5F00_06.PNG08_5F00_Budget_5F00_Workflow_5F00_Stages_5F00_05.PNG07_5F00_Budget_5F00_Workflow_5F00_Stages_5F00_04.PNG06_5F00_Budget_5F00_Workflow_5F00_Stages_5F00_03.PNG05_5F00_Budget_5F00_Workflow_5F00_Stages_5F00_02.PNG

    14_5F00_Allocation_5F00_Schedules_5F00_05.PNG13_5F00_Allocation_5F00_Schedules_5F00_04.PNG12_5F00_Allocation_5F00_Schedules_5F00_03.PNG11_5F00_Allocation_5F00_Schedules_5F00_02.PNG10_5F00_Allocation_5F00_Schedules_5F00_01.PNG

    15_5F00_Stage_5F00_Allocation.PNG

    17_5F00_Layouts_5F00_02.PNG16_5F00_Layouts_5F00_01.PNG

    18_5F00_Workflow_5F00_Error.PNG

    20_5F00_User-roles.PNG19_5F00_User-roles.PNG

    note:

    TimL is the manager for IT, Christina is the manager for HR.

    Regards,

    David

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 304,404 Super User 2026 Season 1 on at

    Hi David,

    The workflow for budgets is checking some organization details based on the position hierarchy. You can try to temporarily assign the system administrator roles, but I think this will still give the same error. If it is indeed still giving the error, then you might need to review some position details in combination with organization settings.

    I can recall this error, but can't remember all details as it is too long ago for me.

  • David Tailor Profile Picture
    David Tailor 846 on at

    Thanks Andre,

    i have created 2 users and linked them to employees.

    now it works.

    Also i noticed if the column that need to be populated to next stage has 0 amounts, nothing will be populated.

    Regards,

    David

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 304,404 Super User 2026 Season 1 on at

    Thanks for the reply, David. The question and interaction were also helping me refreshing my memory.

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