Budget

Tracks an estimate of future revenue or expenses during a specific time period. This object is available in API version 53.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Special Access Rules

This object is available only if the Grantmaking license is enabled, Grantmaking is enabled, and the Manage Budgets system permission is assigned to users.

Fields

Field	Details
Amount	Type currency Properties Create, Filter, Nillable, Sort, Update Description The total amount of funds for a budget shown in currency format.
Description	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The description of the budget and its related business processes.
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description The timestamp for when the current user last viewed a record related to this record.
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description The timestamp for when the current user last viewed this record.
Name	Type string Properties Create, Filter, Group, idLookup, Sort, Update Description Name of the budget.
OwnerId	Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description ID of the owner who owns the record. This field is a polymorphic relationship field. Relationship Name Owner Relationship Type Lookup Refers To Group, User
PeriodEndDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The end of the date range for which the budget applies.
PeriodName	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The name of the time period to which the budget applies.
PeriodStartDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The beginning of the date range for which the budget applies.
Quantity	Type double Properties Create, Filter, Nillable, Sort, Update Description The quantity used to track a budget for non-currency projects. For example, this could be number of hours or number of resources.
Status	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The status of the budget. Possible values are: `Active` `Archived` `Planned`
Type	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Categorizes the budget by how it will be used. Possible values are: `Department` `Program` `Project`

Energy and Utilities Cloud Developer Guide

Budget

Supported Calls

Special Access Rules

Fields