You can control budget behavior using the Budget configuration group
A collection of configuration options contained in the configuration groups tab that defines behavior of a PSA object or feature.. Use these settings to manage budget behavior.
| Field | Description | |
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The types of budget that PSA is to automatically create budget headers for. | |
| auto-share-with-project-manager-user | Defines the level of sharing with the project manager for newly created budgets. You can choose from the values None, Read or Edit. | |
| auto-share-with-project-resources | Defines the level of sharing with assigned project resources for newly created budgets. You can choose from the values None, Read or Edit. | |
| Type_Customer_PO | Contains the value corresponding to a Customer Purchase Order that is displayed in the Budget Type drop-down list. If you change the value in the Type custom field on the Budget object, you must also change the value in this setting. | |
| Type_Customer_PO_Change_Request | Contains the value corresponding to a Customer Purchase Order Change Request that is displayed in the Budget Type drop-down list. If you change the value in the Type custom field on the Budget object, you must also change the value in this setting. | |
| Type_Internal_Budget | Contains the value corresponding to a Internal Budget that is displayed in the Budget Type drop-down list. If you change the value in the Type custom field on the Budget object, you must also change the value in this setting. | |
| Type_Internal_Budget_Change_Request | Contains the value corresponding to a Internal Budget Change Request that is displayed in the Budget Type drop-down list. If you change the value in the Type custom field on the Budget object, you must also change the value in this setting. | |
| Type_Vendor_PO | Contains the value corresponding to a Vendor Purchase Order that is displayed in the Budget Type drop-down list. If you change the value in the Type custom field on the Budget object, you must also change the value in this setting. | |
| Type_Vendor_PO_Change_Request | Contains the value in the Budget Type drop-down list which corresponds to a Vendor Purchase Order Change Request. | |
| Type_WO | Contains the value corresponding to a Work Order that is displayed in the Budget Type drop-down list. If you change the value in the Type custom field on the Budget object, you must also change the value in this setting. | |
| Type_WO_Change_Request | Contains the value corresponding to a Work Order Change Request that is displayed in the Budget Type drop-down list. If you change the value in the Type custom field on the Budget object, you must also change the value in this setting. | |
| update-approver-on-edit | Indicates whether the Approver field on a budget is updated when a user edits it. This configuration option is dependent on the AssignProjectManagerToBudgetApprover configuration option in the ASM Triggers Automated Services Manager Triggers. ASM triggers execute certain behavior in PSA. ASM triggers are controlled by the fields in the Triggers custom setting and the configuration options in the ASM configuration group. configuration group A collection of configuration options contained in the configuration groups tab that defines behavior of a PSA object or feature..
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| use-new-pre-bill-field-if-populated | If set to true, page layouts reference the Pre_Billed_Amount__c field, which accepts 18 digits to two decimal places (16,2) instead of the deprecated PreBilledAmount__c field, which accepts 18 digits only (18,0). If the Pre_Billed_Amount__c field is empty, PSA uses the deprecated PreBilledAmount__c field. |