Professional Services Automation Data Dictionary

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 NameField LabelCreated in VersionDescriptionTypeDefault 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_Consumed__c Amount Consumed Spring 2024 The monetary amount of this budget that has been consumed (excluding the Expense Amount). Must be the same currency as the project.

 Currency(18,2) 0.00
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
Customer_Reference__c Customer Reference Spring 2024 The customer purchase order number that this budget represents.

 Text(50)
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


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