BudgetAllocation | Grantmaking Developer Guide

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Important

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
Amount	Type currency Properties Create, Filter, Nillable, Sort, Update Description The total amount of allocated funds.
BudgetCategoryValueId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The budget category value that's associated with the grants allocation. This field is a relationship field. Relationship Name BudgetCategoryValue Relationship Type Lookup Refers To BudgetCategoryValue
BudgetId	Type reference Properties Create, Filter, Group, Sort Description The budget that this allocation is related to. This field is a relationship field. Relationship Name Budget Relationship Type Master-Detail Refers To Budget
FundingDisbursementId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The funding disbursement associated with the budget allocation. This field is available from API version 58.0 and later. This field is a relationship field. Relationship Name FundingDisbursement Relationship Type Lookup Refers To FundingDisbursement
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 A descriptive name for the allocation.
Quantity	Type double Properties Create, Filter, Nillable, Sort, Update Description The total quantity amount allocated for non-currency projects.
Status	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The status of the budget allocation. Possible values are: `Allocated` `Committed` `Finalized`

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.

BudgetAllocationFeed: Feed tracking is available for the object.
BudgetAllocationHistory: History is available for tracked fields of the object.