Budgets Fields

Here is a description of the fields (in alphabetical order) that make up a budget.

Note: All the budget fields are the field that are listed on the Budget page and it is not a custom object.

Budgets

Key: * – Mandatory field

Budgets Fields
Field Name		Description
Budget Currency		The currency of the budget.
Budget Holder	*	The name of the budget owner assigned to the budget that can directly grant access to the budget to users with read or write permission. Note: The Budget Holder field is mandatory when using the Headcount By Resource template.
Budget Name	*	Unique name for the budget.
Budget Template	*	The budget template associated with the budget. The drop-down list displays the budget template titles. The following are the supported budget templates: Employee and Rate Headcount By Resource Rate and Quantity Totals
Budget Year	*	The year for which the budget is created.
Company	*	The company with which the budget is associated. The company type depends on the setting of the budget dimension.
FF1s - FF4s		The income or expense line dimensions.
Mapping Rule Template	R	The mapping rule is linked to the budget template.
Parent Budget		The parent budget under which the newly created budget is located.

Budget Details

Key: * – Mandatory field

Budgets Details
Field Name		Description
Budget Holder	*	The name of the user responsible for handling the amount assigned in the budget by the budget owner. The Budget Holder field is read-only if you create a budget using the Headcount by Resource budget template.
Companies (admin only)	*	The company with which the budget is associated. The company type depends on the setting of the Budget Dimension.
Description		Description of the budget.
FF1s - FF4s		The income or expense line dimensions.
Order Number		The order number of the budget.
Owner		The owner of the budget.
Parent (admin only)		The parent for the budget. Note: The Parent (admin only) field is visible to an administrator.
Status (admin only)		The status of the budget. The following are the budget statuses: Open Closed Active Inactive Note: The Status (admin only) field is visible to an administrator.
Template (admin only)	*	The template to which the budget is mapped. Note: The Template (admin only) field is visible to an administrator.
Title	*	Unique title for the budget.

Budget Line Items

Key: * – Mandatory field, T - Fields that are visible when the Income and Expense line is created based on the Totals budget template, ER - Fields that are visible when the Income and Expense line is created based on the Employee and Rate budget template, RQ - Fields that are visible when the Income and Expense line is created based on the Rate and Quantity budget template, HR - Fields that are visible when the Income and Expense line is created based on the Headcount by Resource budget template.

Income and Expense App Line Fields
Field Name		Description
Account	* T ER RQ HR	The account to which the income or expense line is linked.
Amount	T ER RQ	The amount distributed on the base amount is based on the budget currency selection.
Base Amount	T	Indicates whether you want to spread or split the base amount into periods. The supported options for the base amount: Spread Split by periods Multiply by Divide by Increase by Note: The amount calculation in the budget income and expense line is only based on the amount calculated based on the selection of the budget currency.
Base Quantity	RQ	Indicates whether you want to spread or split the base quantity into periods. The supported options for the base amount: Spread Split by periods Multiply by Divide by Increase by Note: The quantity calculation in the budget income and expense line is only based on the quantity.
Base Time	ER	Indicates whether you want to spread or split the base time into periods. The supported options for the base amount: Spread Split by periods Multiply by Divide by Increase by Note: The time calculation in the budget income and expense line is only based on the time.
Description	T ER RQ	Description of the income or expense line.
Employee	ER	The employee for which income or expense line is created.
FF1s - FF4s	T ER RQ	The income or expense line dimensions.
Price Book	RQ	The price book is associated with the income or expense line.
Product	RQ	The product is associated with the income or expense line.
Rate	ER	The rate applied to the income or expense line that the employee has specified.
Time	ER	The time distribution is based on the base amount.
Title	T ER RQ	Unique title for the income or expense line.

Buttons

Budgets Buttons
Button Name	Description
	Allows viewing the budget line items amount in the company or corporate currency.
	Allows filtering of the budget information.
Budgets	Allows you to navigate back to the list of the budgets page.
Budgets List	Allows you to navigate back to the list of the budgets list page.
Clone	Creates a copy of the budget.
Delete	Allows you to delete the existing budget.
Edit	Allows you to edit the existing budget details.
Excel Document \| Upload Files	Allows uploading the budget records in Microsoft Excel format.
Generate	Generates the headcount lines.
Increment Date	The date when the salary increment is effective for all employees. The salary increment date must be valid to save the budget line.
New	Creates a budget.
Restore	Allows you to restore information for the previous version of the budget.
Save	Saves the budget record.
Share	Shares the budget record and grants the specified user access to the budget. Note: The Share button is only visible if you have read or write permission assigned to the budget.
Show More	Allows you to view the detailed information for the budget.
Submit for Approval	Submits budget for approval when configured through Salesforce.
Update Exchange Rate	The rate at which one currency is exchanged for another currency.
Update Title	Updates each budget line's title according to the rule selected in the budget template. Note: When a new title is updated, the existing tile gets overwritten.
View Amount	View the budget amount summary. Note: The View Amount button is only visible for the following budget templates: Employee and Rate Rate and Quantity
View Quantity	View the budget amount summary. Note: The View Quantity button is only visible for the Rate and Quantity budget template.
View Time	View the budget time summary. Note: The View Time button is only visible for the Employee and Rate budget template.