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Forecast positions by budget plan report (BudgetPlanHCMReport) [AX 2012]

Updated: October 8, 2012

Applies To: Microsoft Dynamics AX 2012 R2

This report displays details about forecast positions, sorted by budget plan. The report can be grouped and subtotaled by summary options, such as department, job, reporting-to position, position type, and compensation region.

This report is available only if Microsoft Dynamics AX 2012 R2 is installed.

When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.

Field

Description

Budget planning process

Select a budget planning process for the report.

Budget plan scenario

Select a budget plan scenario for the report.

FTE scenario

Select a budget plan scenario that is used to count full-time equivalents (FTEs).

Exceptions only

Select this check box to include only the following exceptions on the report:

  • Forecast positions that are not included in a budget plan

  • Forecast position FTE counts that are not included in a budget plan

  • Total FTE counts that are not equal to the FTE counts on the forecast positions

Clear this check box to include all forecast positions on the report.

Option 1

Select an option to group and subtotal the report by department, job, reporting-to position, position type, or compensation region.

Option 2

If a value is selected in the Option 1 field, select an additional option to group and subtotal the report by.

The following topics explain how to print a report and how to filter and sort the data on a report.

The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.

Detail

Description

Name of report in the AOT

BudgetPlanHCMReport

Location of report in the AOT

SSRS Reports\Reports\BudgetPlanHCMReport

Menu item of the report

BudgetPlanHCMReport

Navigation to the report

Click Budgeting > Reports > Budget planning > Forecast positions by budget plan.

The data on this report comes from the following sources:

  • HcmPositionForecast table

  • HcmPositionForecastDetail table

  • OMOperatingUnit table

  • BudgetPlanLineSource table

  • BudgetPlanLine table

  • BudgetPlanScenario table

  • BudgetPlanHeader table

If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.

  1. Open the AOT.

  2. Locate the report in the SSRS Reports\Reports node.

  3. Right-click the report and click Add-Ins > Cross-reference > Using (instant view).

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