Professional Services Automation Data Dictionary

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 NameField LabelCreated in VersionDescriptionTypeDefault 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


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