Professional Services Automation Data Dictionary

Budget_Allocation__c

Label: Budget Allocation

A budget allocation for a PSA project. Contains lookups to groups of each budget type with a percentage allocation for each budget in the group. Can be used by milestones and other business records to control and track how the project budgets are consumed.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Customer_Purchase_Order__c Customer Purchase Order Spring 2024 A customer purchase order budget. Represents the amount of money on a purchase order that the customer has raised to spend on the project.

Looks up to: Budget__c
Lookup
Internal_Budget_1_Percent_Formula__c Internal Budget 1 Percent Allocation Spring 2024 The percentage of internal costs that will be allocated to internal budget 1.

Formula:
IF( ISBLANK( Internal_Budget_1__c ) , 0, 1 - (Internal_Budget_2_Percent_Allocation__c + Internal_Budget_3_Percent_Allocation__c))
Percent(5,2)
Internal_Budget_1__c Internal Budget 1 Spring 2024 An internal cost budget.

Looks up to: Budget__c
Lookup
Internal_Budget_2_Percent_Allocation__c Internal Budget 2 Percent Allocation Spring 2024 The percentage of internal costs that will be allocated to internal budget 2.

Percent(4,2)
Internal_Budget_2__c Internal Budget 2 Spring 2024 An internal cost budget.

Looks up to: Budget__c
Lookup
Internal_Budget_3_Percent_Allocation__c Internal Budget 3 Percent Allocation Spring 2024 The percentage of internal costs that will be allocated to internal budget 3.

Percent(4,2)
Internal_Budget_3__c Internal Budget 3 Spring 2024 An internal cost budget.

Looks up to: Budget__c
Lookup
Project__c Project Spring 2024 The project relating to the budget allocation.

Looks up to: Proj__c
Lookup


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