Here is a description of the fields that make up a budget record. Some of these fields may not be visible or editable at all times, or in all package combinations.
Key: * – Mandatory field
| Field | Description | |
|---|---|---|
| Account | Lookup to the related account. | |
| Admin Global Edit | Select to make the changes global. This includes changes to the budget's project, resource, currency, and date regardless of whether Include in Financials is selected. To use this option, set Actuals Calculation Mode to Scheduled. | |
| Amount | * | Amount of budget. |
| Approved | Indicates this budget is approved. | |
| Approved for Billing | Indicates that the budget is approved for billing. | |
| Approver | The current approver of the timecard. | |
| Audit Notes | Audit notes for the business transaction. | |
| Bill Date | Bill date for the budget. | |
| Billable | Indicates whether the budget is billable. | |
| Billed | Indicates whether the budget has been included in a billing event. | |
| Billing Event Invoiced | Indicates whether the customer has been invoiced for the amount on the timecard budget. | |
| Billing Event Item | Lookup to the related billing event. | |
| Billing Event Released | Indicates whether the billing event associated with the budget has been released. | |
| Billing Event Status | Status of the billing event associated with the budget. | |
| Billing Hold | Indicates that billing for the budget is on hold. When selected, the budget cannot be billed and is not included when generating billing events. | |
| Budget Header | Lookup to the parent budget header to which the budget relates. | |
| Budget Name | * | Name of the budget. Make it identifiable to the project and its budget type. |
| Currency | * | Usually the project currency. |
| Description | Description of this budget. | |
| Effective Date | * | Date this budget becomes effective. |
| Eligible for Billing | Indicates whether the budget is in a state that is eligible for billing event generation. In addition to this, Approved for Billing may need to be selected depending on the global configuration that your administrator has set. | |
| Exclude from Billing | Indicates whether the business record is to be excluded from billing. You can override this setting on child objects such as timecard splits and expenses. | |
| Expense Amount | Amount of additional expense. | |
| Expense Transaction | Transaction ID for the cost associated with the budget. | |
| Include In Financials | Indicates this budget's numbers should be included in financial roll-ups to projects and RPGs. | |
| Invoice Date | Invoice date for the budget. | |
| Invoice Number | Number of the related invoice. | |
| Invoiced | Indicates the budget has been invoiced. | |
| Opportunity | Lookup to the related opportunity. | |
| Override Project Region/Practice/Group | Overrides the Project/Region/Practice/Group to which the transactions on a miscellaneous adjustment roll up to for Project/Region/Practice/Group actuals. | |
| Override Project Region/Practice/Group Currency Code | Currency code of the currency selected on the Override Project Region/Practice/Group. | |
| Pre-Billed Amount | Amount billed and received earlier. | |
| Pre-Billed Transaction | Transaction ID for the billed and received earlier. | |
| Project | Lookup to the related project. | |
| Status | * | Draft, Open, Approved or Rejected. |
| Total Amount | Budget amount plus the Expense Amount. | |
| Transaction | Transaction ID for the budget. | |
| Type | * | You can choose one of the following budget types:
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