| 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_Alert_Threshold_1__c |
Amount Consumed Alert Threshold 1 |
Summer 2024 |
A percentage of the budget's Amount. When the budget's Amount Consumed exceeds this value, the Project Manager and the Alert Recipient (if populated on the project) are notified.
|
Percent(6,2) |
|
| Amount_Consumed_Alert_Threshold_2__c |
Amount Consumed Alert Threshold 2 |
Summer 2024 |
A percentage of the budget's Amount. When the budget's Amount Consumed exceeds this value, the Project Manager and the Alert Recipient (if populated on the project) are notified.
|
Percent(6,2) |
|
| Amount_Consumed__c |
Amount Consumed |
Spring 2024 |
The monetary amount of this budget that has been consumed. Must be the same currency as the project.
|
Currency(18,2) |
0.00 |
| Amount_Consumed_by_Expenses__c |
Amount Consumed by Expenses |
Summer 2024 |
The monetary amount of this budget that has been consumed by expenses. Must be the same currency as the project.
|
Currency(18,2) |
0.00 |
| Amount_Consumed_by_Milestones__c |
Amount Consumed by Milestone Fees |
Summer 2024 |
The monetary amount of this budget that has been consumed by milestones. Must be the same currency as the project.
|
Currency(18,2) |
0.00 |
| Amount_Consumed_by_Misc_Adjustments__c |
Amount Consumed by Misc Adjustments |
Summer 2024 |
The monetary amount of this budget that has been consumed by miscellaneous adjustments. Must be the same currency as the project.
|
Currency(18,2) |
0.00 |
| Amount_Consumed_by_Timecard_Splits__c |
Amount Consumed by Timecard Splits |
Summer 2024 |
The monetary amount of this budget that has been consumed by timecard splits. Must be the same currency as the project.
|
Currency(18,2) |
0.00 |
| Amount_Remaining__c |
Amount Remaining |
Summer 2024 |
The monetary amount of this budget that has not been consumed yet.
Formula:
Amount__c - Amount_Consumed__c
|
Currency(18,2) |
|
| 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 |
| Apply_Billing_Cap__c |
Apply Billing Cap |
Summer 2024 |
If selected for a customer purchase order budget or billable expenses budget, PSA prevents you from releasing billing events that would exceed the budget amount (plus tolerance amount if configured). Does not apply to other budget types.
|
Checkbox |
false |
| 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 |
DEPRECATED: Approved for Billing |
Pre-Spring 2018 |
This field is deprecated. We recommend using another billable business record to represent pre-billed amounts.
|
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 |
DEPRECATED: Bill Date |
Pre-Spring 2018 |
This field is deprecated. We recommend using another billable business record to represent pre-billed amounts.
|
Date |
|
| Billable__c |
DEPRECATED: Billable |
Pre-Spring 2018 |
This field is deprecated. We recommend using another billable business record to represent pre-billed amounts.
|
Checkbox |
false |
| Billed__c |
DEPRECATED: Billed |
Pre-Spring 2018 |
This field is deprecated. We recommend using another billable business record to represent pre-billed amounts.
|
Checkbox |
false |
| Billing_Event_Invoiced__c |
DEPRECATED: Billing Event Invoiced |
Pre-Spring 2018 |
This field is deprecated. We recommend using another billable business record to represent pre-billed amounts. 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,$Label.common_label_no))
|
Text |
|
| Billing_Event_Item__c |
DEPRECATED: Billing Event Item |
Pre-Spring 2018 |
This field is deprecated. We recommend using another billable business record to represent pre-billed amounts.
Looks up to: Billing_Event_Item__c
|
Lookup |
|
| Billing_Event_Released__c |
DEPRECATED: Billing Event Released |
Pre-Spring 2018 |
This field is deprecated. We recommend using another billable business record to represent pre-billed amounts. Reflects Released flag value on Billing Event Item's parent Billing Event
Formula:
IF(OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c),ISNULL(Billing_Event_Item__r.Billing_Event__c),ISBLANK(Billing_Event_Item__r.Billing_Event__c)),$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 |
DEPRECATED: Billing Event Status |
Pre-Spring 2018 |
This field is deprecated. We recommend using another billable business record to represent pre-billed amounts. 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 |
DEPRECATED: Billing Event |
Pre-Spring 2018 |
This field is deprecated. We recommend using another billable business record to represent pre-billed amounts. 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 |
DEPRECATED: Billing Hold |
Pre-Spring 2018 |
This field is deprecated. We recommend using another billable business record to represent pre-billed amounts.
|
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 |
DEPRECATED: Eligible for Billing |
Pre-Spring 2018 |
This field is deprecated. We recommend using another billable business record to represent pre-billed amounts. 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 |
DEPRECATED: Exclude from Billing |
Pre-Spring 2018 |
This field is deprecated. We recommend using another billable business record to represent pre-billed amounts. 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 |
DEPRECATED: Expense Amount |
Pre-Spring 2018 |
This field is deprecated. Instead of using this field, create a budget of type Billable Expenses or Non-Billable Expenses (as appropriate) and enter the budget's amount in the Amount field.
|
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 |
DEPRECATED: Invoice Date |
Pre-Spring 2018 |
This field is deprecated. We recommend using another billable business record to represent pre-billed amounts.
|
Date |
|
| Invoice_Number__c |
DEPRECATED: Invoice Number |
Pre-Spring 2018 |
This field is deprecated. We recommend using another billable business record to represent pre-billed amounts.
|
Text(80) |
|
| Invoiced__c |
DEPRECATED: Invoiced |
Pre-Spring 2018 |
This field is deprecated. We recommend using another billable business record to represent pre-billed amounts.
|
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. We recommend using another billable business record to represent pre-billed amounts.
|
Currency(18,0) |
|
| Pre_Billed_Amount__c |
DEPRECATED: Pre-Billed Amount |
Pre-Spring 2018 |
This field is deprecated. We recommend using another billable business record to represent pre-billed amounts.
|
Currency(18,2) |
|
| Pre_Billed_Transaction__c |
DEPRECATED: Pre-Billed Transaction |
Pre-Spring 2018 |
This field is deprecated. We recommend using another billable business record to represent pre-billed amounts.
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 |
DEPRECATED: Total Amount |
Pre-Spring 2018 |
This field is deprecated. This used to sum the Amount and Expense Amount fields. We now recommend storing expenses on a separate budget, in which case the Amount field will hold the total amount for the budget.
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:
Billable Expenses
Customer Purchase Order
Customer Purchase Order Change Request
Internal Budget
Internal Budget Change Request
Non-Billable Expenses
Vendor Purchase Order
Vendor Purchase Order Change Request
Work Order
Work Order Change Request |
|
