BudgetCategoryValue

Captures budget values for category and time period. This object is available in API version 57.0 and later.

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

Fields

ActualAmount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The actual amount of the budget that was used.

This field is available from API version 59.0 and later.

ActualQuantity

Type: double
Properties: Create, Filter, Nillable, Sort, Update
Description: The actual quantity of the budget that was used.

This field is available from API version 59.0 and later.

Amount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The planned amount for the budget.

BudgetCategoryId

Type: reference
Properties: Create, Filter, Group, Sort
Description: The ID that’s associated with this budget category value.

This field is a relationship field.
Relationship Name: BudgetCategory
Relationship Type: Master-Detail
Refers To: BudgetCategory

BudgetDivisionId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The budget period that’s associated with the budget category value.

This field is a relationship field.
Relationship Name: BudgetDivision
Relationship Type: Lookup
Refers To: BudgetPeriod

Comments

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The comments about how the budget was used.

This field is available from API version 59.0 and later.

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: Autonumber, Defaulted on create, Filter, idLookup, Sort
Description: The name of this budget category value.

Quantity

Type: double
Properties: Create, Filter, Nillable, Sort, Update
Description: The planned quantity for the budget. Use when establishing budgets for non-currency projects.

VarianceAmount

Type: currency
Properties: Filter, Nillable, Sort
Description: The amount over or under the planned budget that was used.

This field is available from API version 59.0 and later.

This field is a calculated field.

VarianceQuantity

Type: double
Properties: Filter, Nillable, Sort
Description: The quantity over or under the planned budget that was used.

This field is available from API version 59.0 and later.

This field is a calculated field.

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.

BudgetCategoryValueFeed: Feed tracking is available for the object.
BudgetCategoryValueHistory: History is available for tracked fields of the object.