View budget plan hierarchy (form) [AX 2012]

Updated: September 11, 2012

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

Click Budgeting > Common > Budget plans > All budget plans. Select a budget plan. On the Action Pane, click Budget plan hierarchy.

Use this form to view information about the selected budget plan. Instead of using a list page, you can use the hierarchy view to see the relationships between a parent budget plan and any associated budget plans. You can use a list page to add or delete associated budget plans.

You can move the pointer over a budget plan to view information about the budget plan in the preview pane and the FactBoxes. Double-click a budget plan to open it.

This form is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

The following table provides descriptions for the controls in this form.



Parent budget plan

The parent budget plan, if there is a parent budget plan.

Document status

The status of the budget plan. The status can be either Draft or Finalized.

Budget planning user group

The user group for users who are outside the budgeting organization hierarchy, and who have to access the budget plan.

Budget cycle

The budget cycle that is associated with the budget planning process.

Is historical

If this check box is selected, historical data was generated from the general ledger, and the status of the budget plan document will be set to Finalized. When the budget plan is submitted to workflow, it does not follow the review and approval process that is associated with the workflow. This check box is selected if the Historical field is set to Yes in the Generate budget plan from general ledger form.

Budget plan priority

The priority of the budget plan. Priorities are set up during budgeting planning configuration and are selected for the budget planning process. For more information, see Budget planning process (form).


A number that you can use to sort budget plans.

Dimension values

The financial dimension values for the budget plan line.

Effective date

The date when the budget plan line takes effect.


The budget plan scenario.

Is recurring

If this check box is selected, the budget plan line has been identified as a line that recurs each year.


A brief, optional description for the budget plan line.

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).