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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Error on Importing bac...
Finance | Project Operations, Human Resources, ...
Answered

Error on Importing back Budget Plan via worksheet

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Posted on by Hetal Gore 102

We have recently updated the UAT system to 10.0.26 and using the budget manager role out of the box along with system user and given the right hierarchy to access the budget plans. 

We are trying to open the worksheets and it opens excel and then shows this error below:

pastedimage1652967110970v1.png

If i grant myself the system admin role and then try to publish i am successful. 

Can you advise what could be the problem? 

is there anything that has been released about using worksheets from budget plans?

Please advise.

Hetal 

I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,195 Super User 2025 Season 2 on at
    RE: Error on Importing back Budget Plan via worksheet

    Hi Hetal,

    Did this work with the Budget manager role before you updated your environment to 10.0.26?

    Can you check if the role has a privilege (direct or linked via the duties) which contains permissions for the entity BudgetPlanHeaderEntity?

  • Verified answer
    Hetal Gore Profile Picture
    Hetal Gore 102 on at
    RE: Error on Importing back Budget Plan via worksheet

    Hi Andre,

    We managed to figure it out. We have organisation hierarchies in place for budgeting and Dynamics requires you to have the specific legal entity budget hierarchy assigned to the role to match the legal entity you are employed in. We have a miss match while testing, once corrected we were able to publish back the worksheet.

    But, thanks so much for coming back to me.

    Hetal  

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,195 Super User 2025 Season 2 on at
    RE: Error on Importing back Budget Plan via worksheet

    Hi Hetal,

    Thanks for your own answer. I have marked it as verified answer to set the status to answered.

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