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Budget Settings

You can control budget behavior using the Budget configuration group. Use these settings to manage budget behavior.

Field   Description
auto-create-header-budget-types   The types of budget that PSA is to automatically create budget headers for.
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 TriggersCollapsed configuration group.
use-new-pre-bill-field-if-populated  

Indicates whether PSA is to use the new Pre_Billed_Amount__c field instead of the PreBilledAmount__c field. The new field accepts 16 digits plus two digits to the right of the decimal point. The old field accepts 18 digits with no decimal point. When the new field is in use, PSA looks that field first. If the new field is empty, PSA then looks at the old field.

Note
If using the new field, ensure that you include it in the page layouts.

Budget Errors

The Budget Errors configuration group contains error messages related to budgets.

Field Description
ERROR_BUDGET_LOCKED_IF_PROJECT_NOT_ACTIVE Error message displayed when a user attempts to add or edit a budget when the project that it is associated with is not active.
ERROR_BUDGET_DATE_LOCKED_IF_INCLUDED_IN_FINANCIALS Error message displayed when a user attempts to change the effective date of a budget when that budget has already been included in financials.
ERROR_BUDGET_PROJECT_CURRENCY_MISMATCH Error message displayed when a user attempts to set a different currency on a budget to that specified on the project to which it relates.

Related Information

Managing Settings

Configuration Groups, Options and Values

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