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Finance | Project Operations, Human Resources, ...
Answered

setup excel for budget planning

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Posted on by 342

Hello everyone 

1-I am trying to make the excel for the budget planning and it is showing all the budget that I create how can I just bring the last budget that I create 

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2-When I open the excel for Specific budget also showing all the budget that I create how can I just excel  the budget that I open 

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  • Verified answer
    AlinaC Profile Picture
    Microsoft Employee on at

    Hi abdulaziz.alesaei,

    In your second screen, if you click on Supplemental-> Worksheet option, this should only bring up the record LOGC-000566. This should open the dynamic Template for budget plan that you previously created. Please see https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/key-tasks-create-and-process-budget-plans for more details.

  • abdulaziz.alesaei Profile Picture
    342 on at

    Thanks for the help to solve the problem

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