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Budgeting – Dimensions for Budgeting


Core budgeting configuration requires that the Dimensions that are to be active and used for financial budgeting and forecasting purposes are defined.

Dimensions are defined as any segments i.e. main account and financial dimension, the form part of any active active account structure that forms the GL ledger setup for the company being configured.

Example GL Account Structures

The screenshot above shows the Account Structures that support the GL Chart of Accounts setup for an example company, highlighting the Financial Dimensions in ordered combination that form the account structure definition.

Budget Dimensions Setup

When posting transactions to the general ledger, all financial Dimensions within the account structures (and advanced account structures) will be active.

However, when capturing financial budget and forecast values it may not be appropriate or possible for values to be captured to the same level of financial dimension detail as when posting actuals. The example screenshots above and below show that the ‘Project’ financial dimension has been deliberately excluded for budgeting purposes.

Further Reading

Further information on defining Budget Models and Basic Budgeting Configuration is available via the following URL’s

Budgeting overview – Finance | Dynamics 365 | Microsoft Docs

Configure basic budgeting – Learn | Microsoft Docs