Setting up and maintaining budget planning

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

The following topics provide information about setting up and maintaining budget planning:

Create budget plan templates manually

Create budget plan worksheet templates by using a wizard

Key tasks: Configure budget planning and set up budget planning processes

Set up proposed assets and proposed projects for budget plans

Generate budget plans from source information