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 Grants Management or Grantmaking license is enabled, Grants Management or Grantmaking is enabled, and the Manage Budgets system permission is assigned to users.

Fields

Field	Details
AccountId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The account associated with the budget. This field is available from API version 58.0 and later. This field is a relationship field. Relationship Name Account Relationship Type Lookup Refers To Account
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.
IsSubmitted	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the budget has been submitted. This field is available from API version 58.0 and later. The default value is `false`.
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
ParentBudgetId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description ID of the associated parent budget. This field is available from API version 56.0 and later. This field is a relationship field. Relationship Name ParentBudget Relationship Type Lookup Refers To Budget
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.
ProgramId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The program associated with the budget. This field is available from API version 58.0 and later. This field is a relationship field. Relationship Name Program Relationship Type Lookup Refers To Program
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`

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

BudgetFeed: Feed tracking is available for the object.
BudgetHistory: History is available for tracked fields of the object.
BudgetOwnerSharingRule: Sharing rules are available for the object.
BudgetShare: Sharing is available for the object.

Public Sector Solutions Developer Guide

Budget

Supported Calls

Special Access Rules

Fields

Associated Objects