Budget_Header__c

Label: Budget Header

When you create a budget of type “Vendor Purchase Order” or “Vendor Purchase Order Change Request” (in order to budget for outbound vendor purchase orders), PSA creates a related budget header record automatically. The budget header sets and enforces limits and overruns that apply to the budget and expense amounts. They also group budgets together per vendor account and project currency: so you can contain vendor budgets for different projects in one header record. Budgets have a lookup relationship to budget headers.

Field Name	Field Label	Created in Version	Description	Type	Default Value
Account__c	Account	Pre-Spring 2018	Looks up to: Account	Lookup
Active__c	Active	Pre-Spring 2018	Only one active project at a time for project and account combination	Checkbox	true
Amount_Consumed__c	Amount Consumed	Pre-Spring 2018		Currency(18,2)	0
Amount_Overrun_Allowed__c	Amount Overrun Allowed	Pre-Spring 2018		Checkbox	false
Amount_Overrun_Percentage__c	Amount Overrun Percentage	Pre-Spring 2018		Percent(6,2)
Amount_Remaining__c	Amount Remaining	Pre-Spring 2018	Formula: Amount__c - Amount_Consumed__c	Currency(18,2)
Amount__c	Amount	Pre-Spring 2018		Currency(18,2)	0
Expense_Amount_Consumed__c	Expense Amount Consumed	Pre-Spring 2018		Currency(18,2)	0
Expense_Amount_Overrun_Allowed__c	Expense Amount Overrun Allowed	Pre-Spring 2018		Checkbox	false
Expense_Amount_Overrun_Percentage__c	Expense Amount Overrun Percentage	Pre-Spring 2018		Percent(6,2)
Expense_Amount_Remaining__c	Expense Amount Remaining	Pre-Spring 2018	Formula: Expense_Amount__c - Expense_Amount_Consumed__c	Currency(18,2)
Expense_Amount__c	Expense Amount	Pre-Spring 2018		Currency(18,2)	0
Maximum_Consumable_Total_Amount__c	Maximum Consumable Total Amount	Pre-Spring 2018	Formula: IF(Total_Amount_Overrun_Allowed__c,(1+Total_Amount_Overrun_Percentage__c)*Total_Amount__c,Total_Amount__c)	Currency(18,2)
Percent_Total_Amount_Remaining__c	Percent Total Amount Remaining	Pre-Spring 2018	Formula: IF(Total_Amount__c=0,1,(Total_Amount__c-Total_Amount_Consumed__c)/Total_Amount__c)	Percent(18,1)
Project__c	Project	Pre-Spring 2018	Looks up to: Proj__c	Lookup
Total_Amount_Consumed__c	Total Amount Consumed	Pre-Spring 2018	Formula: Amount_Consumed__c + Expense_Amount_Consumed__c	Currency(18,2)
Total_Amount_Overrun_Allowed__c	Total Amount Overrun Allowed	Pre-Spring 2018		Checkbox	false
Total_Amount_Overrun_Percentage__c	Total Amount Overrun Percentage	Pre-Spring 2018		Percent(6,2)
Total_Amount_Remaining__c	Total Amount Remaining	Pre-Spring 2018	Formula: Total_Amount__c - Amount_Consumed__c - Expense_Amount_Consumed__c	Currency(18,2)
Total_Amount__c	Total Amount	Pre-Spring 2018	Formula: Amount__c + Expense_Amount__c	Currency(18,2)
Type__c	Type	Pre-Spring 2018		Picklist: Customer Purchase Order Customer Purchase Order Change Request Internal Budget Internal Budget Change Request Vendor Purchase Order Vendor Purchase Order Change Request Work Order Work Order Change Request