Project Budgets Fields
You can view the Project Budgets grid in the Financials tab of a project record, although an administrator can configure it to be displayed elsewhere on the page. This grid provides a summary of the project based on budgets, grouped by type. The permissions required to use this component are listed in Permissions for the Project Budgets Lightning Component.
Grid
The following columns are available in the Project Budgets grid.
Name | Description |
---|---|
Budget Name |
The budget's name, grouped under type. You can click to navigate to the budget's record page. |
Description | The description for the budget. This is derived from the Description field in the Budget record. |
Amount | The amount of the budget. This is derived from the Amount field in the Budget record. |
Amount Consumed | The amount consumed from the total amount of the budget. This is derived from the Amount Consumed field in the Budget record. |
Amount Remaining |
The amount left after consumption. This is calculated as: Amount - Amount Consumed. |
Toolbar
The toolbar above the Project Budgets grid contains:
Field or Button | Description |
---|---|
Refreshes the grid. | |
Collapses all rows in the grid so that only budget types are visible. | |
Expands all rows in the grid so that both budget types and budget names are visible. | |
Displays information about how to work with columns in the grid. You can hide, show, or sort individual columns, and use drag and drop to reorder them. |