Budget Header Fields

A budget header is attached to a budget An amount used to manage expenditure on customer purchase orders, internal budgets, outbound vendor purchase orders and work orders. A budget must be associated with a project. when a Vendor Purchase Order Budget is created. Use these fields to determine the behavior of PSA when a budget header is attached to a budget.

Information

Key:
* – Mandatory field.
R – Read-only

Field			Description
Active			Indicates whether the budget header is active and the rules on it are enforced.
Account	*		The account In this context, accounts are organizations or people that you conduct business with, such as customers or vendors. Account is a standard Salesforce object. Certinia accounts can be any Account Record Type. to which the budget relates.
Type	*		The budget type.
Budget Header Name	*		The name of the budget header. By default, this is the Budget Name suffixed with the word Header.
Owner		R	The owner of the budget.
Project	*		The project A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. to which the budget relates.

Amount

Field		Description
Amount	*	The Budget Amount on the related budget.
Amount Consumed		The amount of the budget that has been used.
Amount Overrun Allowed		Indicates whether the budget is allowed to overrun by the percentage specified in the Amount Overrun Percentage field.
Amount Overrun Percentage		The percentage that the budget is allowed to overrun when the Amount overrun Allowed checkbox is selected.

Expense Amount

Field		Description
Expense Amount	*	The Expense Amount on the related budget.
Expense Amount Consumed		The amount of the expense budget that has been used.
Expense Amount Overrun Allowed		Indicates whether the expense budget is allowed to overrun by the percentage specified in the Expense Amount Overrun Percentage field.
Expense Amount Overrun Percentage		The percentage that the expense amount is allowed to overrun when the Expense Amount overrun Allowed checkbox is selected.

Total Amount

Fields	Description
Total Amount Overrun Allowed	Indicates whether the total budget is allowed to overrun by the percentage specified in the Total Amount Overrun Percentage field.
Total Amount Overrun Percentage	The percentage of the combined Budget Amount and Expense Amount that the budget can overrun by when the Total Amount Overrun Allowed checkbox is selected.