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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Allocate/Distribute Mo...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Allocate/Distribute Monthly Budget Per Department

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Posted on by RDMG 10

Hi Gents,

I need help. How can I allocate or distribute a monthly budget for every department using the approved annual budget plan?

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  • Suggested answer
    NataliaLeal Profile Picture
    NataliaLeal Microsoft Employee on at

    Hi Gents,

    You can allocate budget plan from one department to other departments by using manual allocation from budget plan lines or automatially by using workflow. Here you can find more deails: docs.microsoft.com/.../budget-planning-data-allocation

    For that you will need to setup budget plan configuration and budget plan process considering the following link: docs.microsoft.com/.../about-budget-planning-configuration-and-setup

    Hope this can help you. 

    Best regards,

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