How can I compare Net Change vs Budget of Project.

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Hi experts!

In the Sales Analysys Matrix, it seems that I can't compare "Net Change" vs "Budget" of Project. How can I do that?

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Dynamics 365 Business Central

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YUN ZHU 95,729 Super User 2025 Season 2 on at

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Hi, hope the following can give you some hints.

https://www.inecta.com/microsoft-dynamics-365-business-central-budgets-forecasts-part-3

Thanks.

ZHU

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CU08052056-0 1,187 on at

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Thank you YUN ZHU!

In this video, we can compare Item, but I am wondering I can't compare Resource of Project. How do you think that?

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Mansi Soni 8,909 Super User 2025 Season 2 on at

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Hello @CU08052056-0,

In the Sales Analysis Matrix, you can compare Net Change vs Budget for Items, Customers, or Salespersons, but Resources (used in Projects/Jobs) are not supported directly in this matrix. That's why you're unable to compare budget vs actual for project-related Resources here.

Hope the following resources will help you as well!

https://usedynamics.com/business-central/jobs/3-planning-ledger-entries/
https://learn.microsoft.com/en-ca/dynamics365/business-central/projects-how-record-job-usage

Hope this answer will help you!

Regards,
Mansi Soni

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Jainam M. Kothari 15,639 Super User 2025 Season 2 on at

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Hello,

the Sales Analysis Matrix doesn't natively support comparing "Net Change" vs "Budget" for Projects.

But you can achieve this by creating Custom Sales Analysis Reports using line and column templates or by leveraging "Account Schedules with dimensions"

May this can help : https://learn.microsoft.com/en-us/dynamics365/business-central/bi-how-analyze-actual-versus-budget

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Jeffrey Bulanadi 8,760 on at

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Hi

It confirms you're using the Sales Analysis Matrix to compare Net Change vs Budget, but the data is tied to Customers, not Projects or Resources. That’s why you're seeing zeros and no meaningful variance.

Here’s what’s happening and how to work around it:

1. Sales Analysis Matrix Limitations

This matrix is designed for Items, Customers, and Salespersons

It doesn’t support Resources or Jobs, which are essential for project-based reporting

That’s why your project budget and actuals aren’t showing up here

2. Recommended Alternatives
To compare Net Change vs Budget for Projects, use one of these approaches:

Account Schedules with Dimensions

Create a schedule filtered by the Job Dimension

Add columns for Net Change, Budget, and Variance

This gives you full control over layout and comparison logic

Job Planning Lines vs Job Ledger Entries

Use Job Planning Lines to define your budget

Post actuals via Job Journals

Run Job WIP or Job Analysis reports to compare planned vs actual usage

G/L Budgets with Dimensions

Create a G/L Budget tagged with the Project Dimension

Use the G/L Balance/Budget report and set “View as” to Net Change

This allows direct comparison across periods

Here’s a Microsoft Learn showing how to compare budget vs actual using G/L Budgets:

https://learn.microsoft.com/en-us/dynamics365/business-central/finance-powerbi-budget-comparison

If you find this helpful, feel free to mark this as the suggested or verified answer.

Cheers
Jeffrey

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