Budget__c

Label: Budget

A budgeted amount for a PSA project. Represents, depending on its type, customer purchase orders, internal budgets, outbound vendor purchase orders, or work orders, as well as change requests to these records. It may also contain a separate expense budget amount and specified pre-bill amount.

Field Name	Field Label	Created in Version	Description	Type	Default Value
Account__c	Account	Pre-Spring 2018	Looks up to: Account	Lookup
Admin_Global_Edit__c	Admin Global Edit	Pre-Spring 2018	If checked, allows Admin to make 'global' changes to the Budget, including edits to the Budget's Project, Resource, Currency, or Date, even if Include In Financials is checked. Config requirement: Actuals Calculation Mode must be set to 'Scheduled'.	Checkbox	false
Amount__c	Amount	Pre-Spring 2018	The monetary amount for the Budget, not including any amount entered separately in the Expense Amount field. Defaults to and must always be same currency as Project.	Currency(18,2)	0.00
Approved__c	Approved	Pre-Spring 2018	This checkbox should be checked when the Budget is approved - typically by a workflow driven by the Status field.	Checkbox	false
Approved_for_Billing__c	Approved for Billing	Pre-Spring 2018		Checkbox	false
Approver__c	Approver	Pre-Spring 2018	Looks up to: User	Lookup
Audit_Notes__c	Audit Notes	Pre-Spring 2018		TextArea
Bill_Date__c	Bill Date	Pre-Spring 2018		Date
Billable__c	Billable	Pre-Spring 2018		Checkbox	false
Billed__c	Billed	Pre-Spring 2018		Checkbox	false
Billing_Event_Invoiced__c	Billing Event Invoiced	Pre-Spring 2018	Reflects Invoiced flag value on Billing Event Item's parent Billing Event Formula: IF(OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c),ISNULL(Billing_Event_Item__r.Billing_Event__c),ISBLANK(Billing_Event_Item__r.Billing_Event__c)),$Label.common_label_n_a,IF(Billing_Event_Item__r.Billing_Event__r.Invoiced__c,$Label.common_label_yes,$Label.common_label_no))	Text
Billing_Event_Item__c	Billing Event Item	Pre-Spring 2018	Looks up to: Billing_Event_Item__c	Lookup
Billing_Event_Released__c	Billing Event Released	Pre-Spring 2018	Reflects Released flag value on Billing Event Item's parent Billing Event Formula: IF(OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c),ISNULL(Billing_Event_Item__r.Billing_Event__c),ISBLANK(Billing_Event_Item__r.Billing_Event__c)),$Label.common_label_n_a,IF(Billing_Event_Item__r.Billing_Event__r.Is_Released__c,$Label.common_label_yes,$Label.common_label_no))	Text
Billing_Event_Status__c	Billing Event Status	Pre-Spring 2018	Status pick list value on Billing Event Item's parent Billing Event Formula: IF(OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c),ISNULL(Billing_Event_Item__r.Billing_Event__c),ISBLANK(Billing_Event_Item__r.Billing_Event__c)),'',TEXT(Billing_Event_Item__r.Billing_Event__r.Status__c))	Text
Billing_Event__c	Billing Event	Pre-Spring 2018	Formula hyperlink to the Billing Event (parent record to the Bill Event Item) if any. Formula: IF(OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c),ISNULL(Billing_Event_Item__r.Billing_Event__c),ISBLANK(Billing_Event_Item__r.Billing_Event__c)),'',HYPERLINK('/'&Billing_Event_Item__r.Billing_Event__c, IF(OR(ISNULL(Billing_Event_Item__r.Billing_Event__r.Name),ISBLANK(Billing_Event_Item__r.Billing_Event__r.Name)),Billing_Event_Item__r.Billing_Event__c,(Billing_Event_Item__r.Billing_Event__r.Name))))	Text
Billing_Hold__c	Billing Hold	Pre-Spring 2018		Checkbox	false
Budget_Header__c	Budget Header	Pre-Spring 2018	Looks up to: Budget_Header__c	Lookup
Description__c	Description	Pre-Spring 2018		LongTextArea(32000)
Effective_Date__c	Effective Date	Pre-Spring 2018		Date	Today()
Eligible_for_Billing__c	Eligible for Billing	Pre-Spring 2018	Indicates Budget is in a state that is eligible for Billing Event Generation (not including the Approved for Billing flag, which may also be required per global config). This means all of the following conditions must be met: Billing Hold = false Exclude from Billing = false Include In Financials = true Billable = true Billed = false Invoiced = false Billing Event Item = {blank} Project = {not blank} Project's Account = {not blank} Project Exclude From Billing = false Formula: IF(AND(NOT(Billing_Hold__c),NOT(Exclude_from_Billing__c),Include_In_Financials__c,Billable__c,NOT(Billed__c),NOT(Invoiced__c),OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c)),NOT(OR(ISNULL(Project__c),ISBLANK(Project__c))),NOT(OR(ISNULL(Project__r.Account__c),ISBLANK(Project__r.Account__c))),NOT(Project__r.Exclude_From_Billing__c)),$Label.common_label_yes,$Label.common_label_no)	Text
Exclude_from_Billing__c	Exclude from Billing	Pre-Spring 2018	If checked, never bill this business record. Same effect as Billing Hold, but intended to reflect a permanent exclusion from Billing Generation.	Checkbox	false
Expense_Amount__c	Expense Amount	Pre-Spring 2018	The monetary amount (if any) explicitly set aside for Expenses in the Budget. This is separate from and in addition to the Budget Amount field. Defaults to and must always be same currency as Project.	Currency(18,2)	0.00
Expense_Transaction__c	Expense Transaction	Pre-Spring 2018	Looks up to: Transaction__c	Lookup
Include_In_Financials__c	Include In Financials	Pre-Spring 2018		Checkbox	false
Invoice_Date__c	Invoice Date	Pre-Spring 2018		Date
Invoice_Number__c	Invoice Number	Pre-Spring 2018		Text(80)
Invoiced__c	Invoiced	Pre-Spring 2018		Checkbox	false
Opportunity__c	Opportunity	Pre-Spring 2018	Looks up to: Opportunity	Lookup
Override_Project_Group_Currency_Code__c	Override Project Group Currency Code	Pre-Spring 2018	Formula: TEXT(Override_Project_Group__r.CurrencyIsoCode)	Text
Override_Project_Group__c	Override Project Group	Pre-Spring 2018	If this field is set, it overrides the Group to which a Budget's Transactions will roll up for Group Actuals, even if its Project is in a different Group. Typically a Budget's Transactions roll up to its Project's Group. Note that either way, the Transactions will continue to roll up to the same Project's Project Actuals. Looks up to: Grp__c	Lookup
Override_Project_Practice_Currency_Code__c	Override Project Practice Currency Code	Pre-Spring 2018	Formula: TEXT(Override_Project_Practice__r.CurrencyIsoCode)	Text
Override_Project_Practice__c	Override Project Practice	Pre-Spring 2018	If this field is set, it overrides the Practice to which a Budget's Transactions will roll up for Practice Actuals, even if its Project is in a different Practice. Typically a Budget's Transactions roll up to its Project's Practice. Note that either way, the Transactions will continue to roll up to the same Project's Project Actuals. Looks up to: Practice__c	Lookup
Override_Project_Region_Currency_Code__c	Override Project Region Currency Code	Pre-Spring 2018	Formula: TEXT(Override_Project_Region__r.CurrencyIsoCode)	Text
Override_Project_Region__c	Override Project Region	Pre-Spring 2018	If this field is set, it overrides the Region to which a Budget's Transactions will roll up for Regional Actuals, even if its Project is in a different Region. Typically a Budget's Transactions roll up to its Project's Region. Note that either way, the Transactions will continue to roll up to the same Project's Project Actuals. Looks up to: Region__c	Lookup
PreBilledAmount__c	DEPRECATED: Pre-Billed Amount	Pre-Spring 2018	The field is deprecated. It has been replaced by Pre_Billed_Amount__c.	Currency(18,0)
Pre_Billed_Amount__c	Pre-Billed Amount	Pre-Spring 2018	The portion of the combined Budget/Expense Amounts to be pre-billed. Defaults to and must always be same currency as Project. This field is a replacement for the old Pre-Billed Amount field (PreBilledAmount__c) which did not allow non-integer decimals.	Currency(18,2)
Pre_Billed_Transaction__c	Pre-Billed Transaction	Pre-Spring 2018	Looks up to: Transaction__c	Lookup
Project__c	Project	Pre-Spring 2018	Looks up to: Proj__c	Lookup
Status__c	Status	Pre-Spring 2018		Picklist: Approved Draft Open Rejected
Total_Amount__c	Total Amount	Pre-Spring 2018	Formula: Amount__c + Expense_Amount__c	Currency(18,2)
Transaction__c	Transaction	Pre-Spring 2018	Looks up to: Transaction__c	Lookup
Type__c	Type	Pre-Spring 2018		Picklist: Customer Purchase Order Customer Purchase Order Change Request Internal Budget Internal Budget Change Request Vendor Purchase Order Vendor Purchase Order Change Request Work Order Work Order Change Request