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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Budget planning and Fi...
Finance | Project Operations, Human Resources, ...
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Budget planning and Financial reports

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Posted on by Community Member

Hi All,

I am about to start to create reports through financial report designer (D365 Finance and operation)

My reports will contain columns with figures from budget planning (this yearly budget, budget previous year,  and a lot of different versions of forecast), Figures from different budget plans displayed in different columns.

My question is what is best practice, how to name the budgetplans so I dont have to update all my reports when it is a new year and new budget (new budgetplan name)?

Right now this is how my financial reports look like, and then I have to update the budget.

I want to be able to com

pastedimage1608037525215v1.png

Thanks in advance

//Petra

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  • Suggested answer
    EDJJR Profile Picture
    EDJJR Microsoft Employee on at

    Hello Petra, 

    Most likely you are going to have to update the Column Definitions every year. As an example, you have your 2021 budget which ever name you give it. That name can only be used once in D365. Typically each budgeting season when the new budgets are created, part of the process is then to manually update the Column Definitions in Financial Reporter. 

    Thank you, 

    Erik Johnson

    Microsoft

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