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 projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets., resourceA contact that works on a project., currency, and date regardless of whether Include in Financials is selected. To use this option, set Actuals Calculation Mode to Scheduled. | |
| Amount | * | Amount of budgetAn amount used to manage expenditure on customer purchase orders, internal budgets, outbound vendor purchase orders and work orders. A budget must be associated with a project.. |
| Approved | Indicates this budget is approved. | |
| Approved for Billing | Indicates whether the budget is approved for billing. | |
| Approver | The current approver of the timecardA mechanism for logging time against a project or an assignment.. | |
| 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 eventA means of generating billing information that can be fed into a financial system. | |
| Billing Event Invoiced | Indicates whether the customer has been invoiced for the amount on the timecardA mechanism for logging time against a project or an assignment. budgetAn amount used to manage expenditure on customer purchase orders, internal budgets, outbound vendor purchase orders and work orders. A budget must be associated with a project.. | |
| 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 whether 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. |
| 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 recordTimecard Split, Expense, Milestone, Miscellaneous Adjustment or Budget is to be excluded from billing. You can override this setting on child objects such as a timecard splitA whole timecard or part of a timecard. and an expenseA record of expenses incurred by resources assigned to a project or opportunity.. | |
| 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 budgetAn amount used to manage expenditure on customer purchase orders, internal budgets, outbound vendor purchase orders and work orders. A budget must be associated with a project.. | |
| 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 projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets.. |
| 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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