pse__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 Name	Field Label	Created in Version	Description	Type	Required	Default Value
pse__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: pse__Budget__c	Lookup	false
pse__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: pse__Budget__c	Lookup	false
pse__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( pse__Internal_Budget_1__c ) , 0, 1 - (pse__Internal_Budget_2_Percent_Allocation__c + pse__Internal_Budget_3_Percent_Allocation__c))	Percent(5,2)	false
pse__Internal_Budget_1__c	Internal Budget 1	Spring 2024	An internal cost budget. Looks up to: pse__Budget__c	Lookup	false
pse__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)	false
pse__Internal_Budget_2__c	Internal Budget 2	Spring 2024	An internal cost budget. Looks up to: pse__Budget__c	Lookup	false
pse__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)	false
pse__Internal_Budget_3__c	Internal Budget 3	Spring 2024	An internal cost budget. Looks up to: pse__Budget__c	Lookup	false
pse__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.	Checkbox		false
pse__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: pse__Budget__c	Lookup	false
pse__Project__c	Project	Spring 2024	The project relating to the budget allocation. Looks up to: pse__Proj__c	Lookup	false