Budget Header Fields

A budget header is attached to a budget 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

Field			Description
Active			Indicates whether the budget header is active and the rules on it are enforced.
Account	*		The account to which the budget relates.
Type	*		The budget type.
Currency	*		The currency of the budget.
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 to which the budget relates.

Field

Description

Active

Indicates whether the budget header is active and the rules on it are enforced.

Account

The account to which the budget relates.

Type

The budget type.

Currency

The currency of the budget.

Budget Header Name

The name of the budget header. By default, this is the Budget Name suffixed with the word Header.

Owner

The owner of the budget.

Project

The project 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.

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.

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.

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.

Related Information

Budgets

Vendor Invoices

About Vendor Invoices

Related Tasks

Approving a Budget

Creating a Budget

Creating a Budget From a Product Line Item

Estimates Versus Actuals

Creating and Submitting an Invoice

About Vendor Budgets

Editing Budget Headers

Setting up Vendor Accounts, Partner Users and Resources

Reference Materials

Budget Fields

Estimates Versus Actuals Fields