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.
| Billable_Expenses_Budget__c |
Billable Expenses Budget |
Summer 2024 |
A billable expenses budget. Represents the amount of money on the project allocated to billable expenses.
Looks up to: Budget__c
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Lookup |
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| 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
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Lookup |
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| 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))
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Percent(5,2) |
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| Internal_Budget_1__c |
Internal Budget 1 |
Spring 2024 |
An internal cost budget.
Looks up to: Budget__c
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Lookup |
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| 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.
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Percent(4,2) |
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| Internal_Budget_2__c |
Internal Budget 2 |
Spring 2024 |
An internal cost budget.
Looks up to: Budget__c
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Lookup |
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| 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.
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Percent(4,2) |
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| Internal_Budget_3__c |
Internal Budget 3 |
Spring 2024 |
An internal cost budget.
Looks up to: Budget__c
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Lookup |
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| Is_Default__c |
Default |
Summer 2024 |
If selected, this budget allocation will be used to track budget consumption within the project if no other budget allocation applies.
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Checkbox |
false |
| Non_Billable_Expenses_Budget__c |
Non-Billable Expenses Budget |
Summer 2024 |
A non-billable expenses budget. Represents the amount of money on the project allocated to non-billable expenses.
Looks up to: Budget__c
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Lookup |
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| Project__c |
Project |
Spring 2024 |
The project relating to the budget allocation.
Looks up to: Proj__c
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Lookup |
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