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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Budget setup - can cos...
Finance | Project Operations, Human Resources, ...
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Budget setup - can cost centers rolls up to different P&L? Budget consolidation?

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Posted on by CU23091914-1 53
Hi All,
 
I'm looking for an instruction on how to roll cost centers into different P&L s. Additionally, is there a way to set up a budget using either a top-down or bottom-up approach? If I choose one approach, top-down, then I can't choose bottom-up , is it correct ?  Is it easier to setup budget planning the roll up and the consolidation using Management Reporter or the D365 F&SCM? Thanks so much!
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Dynamics 365 Finance
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  • Suggested answer
    Paolo Cecchelli Profile Picture
    Paolo Cecchelli 415 on at
    Hi,
     
    let me try to clear some of your questions, even if I do not know if I got all of them right:
    - Roll cost centers in different P&Ls: here are you referring to Management Reporter or in D365 Finance? Because in the fisrt you will not be touching actual postings but onlyt working with Reporting Trees, in the latter then the oprtion that come to my mind is to use the Cos allocation oin the cost accounting module;
    - Set up a budget using a top-down or bottom-up approach: well hgere if you mean the construction of budget I thionk you are referring to the Budget planning capabilities. In that case yes, using worflow for the budget planning you can have aither the various CostCenters (or Departments) making a proposal and the it can be validated by the top or alternatively have the CostCenters and departments receive the proposal from the Top and then they can specify how they want to allocate their budget. Every change will be tracked into the budget planning. Here is a place to start, but from here you can build the one that suits you best: https://learn.microsoft.com/it-it/dynamics365/finance/budgeting/budget-plan 
    - Well I do not know if is easier, you can by the way also have the budgets inside management reporter, but with budget planning in the end yoiu will have a tracked procerss and the budget entrioes resulting can be applied directly in Dynamics 365 for budget dfinitions, yracking amnd if you want control, none of this you will be able to have with Management Reporter.
     
    Hope it helps

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