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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Budget planning calcul...
Microsoft Dynamics AX (Archived)

Budget planning calculations in worksheet template

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Posted on by Hichem.Chekebkeb 3,371

Hello,

I am trying to find how to include projection calculations in my worksheet, I went throughout the wizard and looks not offering this capability. Whereas in Microsoft video they shown it was working on R3 and no documentation showing how. 

Any help is much appreciated.

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I have the same question (0)
  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Hichem, Did I get it right that you need to import budget balances in the budgeting module and at the same time in the project module? Can you provide some additional information on the MS video you refer to? Ludwig

  • Hichem.Chekebkeb Profile Picture
    Hichem.Chekebkeb 3,371 on at

    This is the video in YouTube on 16m16 it is about trying different scenarios for revenue/expense increase/decrease and the system calculates Head counts etc.

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Hichem,

    Have you tried contacting the author of the video directly?

    adaptableconsulting.co.nz/contact

    If they post their video on Youtube I believe they are also willing to share their templates used with you which might shorten your time required setting up and testing your own templates.

    I would give it a try as they can only say NO in worst case :-)

    All the best,

    Ludwig

  • Hichem.Chekebkeb Profile Picture
    Hichem.Chekebkeb 3,371 on at

    I thought he's showing standard features. very disappointing.

  • Verified answer
    Swamy Narayana Profile Picture
    Swamy Narayana on at

    Hichem - This is a standard feature. If you are projecting based on some calculations, you should create them as columns that are not-bound AX. As shown in the  video, then you will have to copy these to bound columns that store in AX. I am the presenter of that session and will share the template if you are interested.  

  • Hichem.Chekebkeb Profile Picture
    Hichem.Chekebkeb 3,371 on at

    Swamy, Thanks fo your reply !

    I'll be very happy if you share it with me.

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